After upgrading the software

Perform the following procedures after you upgrade the PME software.

Activate software licenses

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LOSS of communication

● Activate product and component licenses prior to the expiry of the trial license.
● Activate sufficient licenses for the servers and devices in your system.
● Export the existing hierarchy template out of Power Monitoring Expert before importing a new template. The new template can overwrite the existing template, which can permanently remove all information contained in the original.
● Backup or archive any SQL Server database data before adjusting any database memory options.
● Only personnel with advanced knowledge of SQL Server databases should make database parameter changes.

Failure to follow these instructions can result in loss of data.

 

For In-Place upgrades:

For upgrades from versions earlier than 2021 to version 2023: The newly 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.

For upgrades from version 2021 to version 2022 or version 2022 to version 2023: You must activate valid purchased software licenses, otherwise some software functionality is disabled.

NOTE: License Configuration Tool displays trial license is activated. But, PME features are not enabled. You must activate valid purchased software licenses.

For SBS upgrades:

For upgrades from versions earlier than 2021 to version 2023: The newly installed software includes a 90-day trial license for all features of the product. After you are satisfied with the new system, you must return your old licenses and then activate valid purchased software licenses within 90 days, otherwise some software functionality is disabled.

For upgrades from version 2021 to version 2022 or version 2022 to version 2023: Return your old licenses and then activate valid purchased software licenses, otherwise some software functionality is disabled.

NOTE: After you return the licenses, the old system is no longer functional.

For information on how to activate licenses, see Licensing configuration. For general information on licensing, see Licensing.

(Recommended) Restart the system

Restart (reboot) your system.

Verify correct database behavior

Verify that the system can access the databases by checking configuration settings and historical data logs. Confirm that the amount of historical data in the database is as expected. Use the database backups to restore any data that might have been deleted or lost, accidentally, during the upgrade.

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LOSS of data

● Back up the database at regular intervals.
● Back up the database before upgrading or migrating the system.
● Back up the database before trimming it.
● Back up the database before making manual database edits.
● Verify correct database behavior after making database or system changes.

Failure to follow these instructions can result in permanent loss of data.

 

Cybersecurity

Review the cybersecurity information. See Cybersecurity for details.

Install a security certificate for TLS 1.2

See Install a security certificate for TLS 1.2 in the Install section of this guide for details.

Windows Integrated Authentication for SQL Server

If you upgraded PME to use Windows Integrated Authentication, then you need to manually add the Windows accounts for Engineering tool users to the SQL database server. This is needed for using the tools on the PME server or on Engineering clients. Engineering tools include applications such as Vista, Designer, Management Console, and Management Console tools.

We recommend that you:

  • Create a Windows group for PME Engineering Client users.
  • Add the Windows group to PME as a User. See Adding a Windows group for details.
  • Add the Windows group to the SQL database server with db_owner role for the PME databases. (See work flow steps below)
  • Add all users who need to access to Engineering client applications to the Windows group. All members of this Windows group now have the required permissions to access PME and the database through the Engineering Client applications.
  • Remove the Windows account for the upgrade user from the SQL database logins. See Before upgrading the software for more information on this account.

To add a Windows group to the SQL database server,

  1. Start Microsoft SQL Server Management Studio on the database server.
  2. Connect with an account with sysadmin privileges.
  3. Navigate to Security > Logins, right-click Logins, and select New Login from the context menu. This opens the Login - New window.
  4. In Login - New, select Windows authentication, click Search, and locate the Windows group you want to add.
  5. In the Select a page pane on the left, select User Mapping.
  6. In User Mapping, select all 4 PME databases (ApplicationModules, ION_Data, ION_Network, ION_Systemlog), then select db_owner as database role membership.
  7. Click OK.

If you don't want to create a Windows group:

To add an individual Windows user account to the SQL database server,

  1. Start Microsoft SQL Server Management Studio on the database server.
  2. Connect with an account with sysadmin privileges.
  3. Navigate to Security > Logins, right-click Logins, and select New Login from the context menu. This opens the Login - New window.
  4. In Login - New, select Windows authentication, click Search, and locate the Windows user you want to add.
  5. In the Select a page pane on the left, select User Mapping.
  6. In User Mapping, select all 4 PME databases (ApplicationModules, ION_Data, ION_Network, ION_Systemlog), then select db_owner as database role membership.
  7. Click OK.

NOTE: When PME is installed with Windows Integrated Authentication, the Windows account that is used to access the database is also used to run the PME services and the IIS Application Pools.

Check services

Open the Windows Services dialog and ensure that all of the necessary ION 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 on the ION Windows Services, see PME Windows services.

(For Standalone architecture only) Review Windows Task Scheduler

The Windows Task Scheduler has preconfigured scheduled jobs for performing backups, maintenance, size notification, trims, and archiving (on the ION_Data database) on the PME databases. Review these schedules and make any modifications that you require.

For more information on Database Manager and Windows Task Scheduler, see Database Manager.

Check IIS

Confirm that Internet Information Services (IIS) is working by typing the URL http://localhost/ in the address field of your browser to display an IIS image. In some cases, security restrictions may block access to this web page.

(Optional) Configure first time Alarms processing

After the upgrade, the Alarms Web application processes existing Power Quality data the first time it starts up. This processing can be very time consuming. You can control how much of the existing data is processed to reduce the processing time. See Configuring first time Alarms processing for more information.

Set up Web Clients

Set up Web Client access in your browser, by entering the fully qualified domain name of the server hosting PME, or its IP address, followed by the path name. The path name is configurable during the install of the software. The default path name is /Web. Example: https://ServerName/Web or https://10.152.35.18/Web. For more information on Web Clients, see Client types.