This is the top-level checklist for upgrading from EBI R310 and moving to a new Windows operating system. For example, your existing servers run Windows 2000, but you need to change to Windows 2008 Server.
If you are keeping your existing computer (that is, only upgrading the Windows operating system), you should consider adding a new hard drive and using it as the primary disk (on which you install Windows and EBI), and keep the existing hard drive as a backup of the existing EBI server.
Note that the primary server is called “server A” and the backup server is called
“server B”.
Attention Make a photocopy of this checklist so that it is easier to keep track of where you are in the upgrade process.
Prerequisites
• You have read the Known Issues Bulletin and Software Release Bulletin, located on the EBI DVD.
• The EBI R410 DVD.
• The EBI R410 license.
• The server meets the hardware and software requirements.
• You have filled in the System Design form (page 19).
• If required, you have the Localization toolkit for your language. Localization toolkits are available from your Honeywell Technical Assistance Center.
Preliminary tasks on the existing servers
Complete the tasks in the following order.
Task Go to: Done?
Create a plan for the upgrade. Use the Upgrading Best Practices product bulletin (available from the HBS Product Technical Support Global Website) and the planning information in this guide to create a plan. If you are also upgrading components from the auxiliary DVD, for example, BNPS, FPS, IPPS, you should read the SRB for your component to understand when you need to incorporate upgrade tasks into this checklist.
page 341
Upgrade Server B
Complete the tasks in the following order on server B only.
If your R310 system contains points with illegal point names, rename the points before you upgrade.
page 391
Check that area names are not the same as any channel, controller, or point names. If there are any duplicate names, you must rename the areas.
page 389
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules. page 402 Freeze all changes on the servers.
On server A, start Station and call up the Redundancy Status display (sys113) and synchronize server A and server B.
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the Operators Guide.
Disable SQL Server replication on both servers. page 385 Back up the servers.
For details, see the “Backing up EBI servers” section in the Backup and Restore Guide.
If required, move the RSLinx activation code from the existing EBI server to the master diskette.
page 222
Task Go to: Done?
Task Go to: Done?
Unload the existing EBI database page 206
Run the PrepareDataForUpgrade utility and store the server database on a network.
page 383
Upgrade the server hardware and software
Install the new operating system, making sure you include all of the service packs and hot fixes. Ensure correct versions of software are installed as listed in the compatibility matrix (for example, Internet Explorer 7).
Checkpoint
Before you proceed, check that the operating system has been installed correctly.
Reboot the server and ensure there are no errors.
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
Configure the display. page 137
Update the server’s hosts file. page 139
If required, install Microsoft Excel. page 142
Protect against viruses. page 146
Install specialized hardware
If required, install a network interface card (network adapter).
page 150
If required, install serial adapters. page 153 If required, install a LonWorks network interface card. page 157 If required, install the card or other devices associated
with the Integrated PhotoID option.
Note: Only install PhotoID hardware on the server if the server is used to capture portraits/signatures. (Unless this is a very small system, we recommend that you install PhotoID hardware on a client computer.)
page 247
Checkpoint
Before you proceed, check that the software and hardware has been installed correctly and there are no errors. You must fix any errors before proceeding.
Create a backup using Acronis.
Install EBI and migrate the data
Copy the existing EBI server databases (created using the PrepareDataforUpgrade utility) from the storage location you chose.
Upgrade EBI on the new operating system. page 367 If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx. page 173
Checkpoint
Before you proceed, check that the EBI software has been installed correctly and there are no errors. You must fix any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports. page 176 If you have any third-party OPC clients, create an account
for them. page 181
If required, set up the EBI server as a file server. page 184 Create a full backup using Acronis.
Additional tasks
Task Go to: Done?
Upgrade Server A
Complete the tasks in the following order on server A only.
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, that are connected to the server.
page 187
If your site implements Windows security policies, install your local policies in the normal manner.
Restart the computer.
Take the channels out of service.
Set the EBI server to database only.
Reconnect the computer to the network.
Upgrade critical Stations to R410.
On the A server take the channels out of service.
On the A server create an event archive.
Stop the A server.
Start EBI on the upgraded B server.
Check that the upgraded Stations connect to the upgraded B server.
Enable the channels one at a time allowing time for buffered events to be sent to the server.
Check that they communicate without error.
When the access control controller are returned to in-service, a download modified action occurs
automatically. You can cancel the download modified action and perform a download all action when all access control controllers are back in service. It is recommended that you perform the download all action during off-peak times as the procedure may take some time and so that cardholders are not unnecessarily denied access.
Checkpoint
Ensure that the B server is operating without errors. You must fix any errors before proceeding.
Create a backup.
Task Go to: Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
Task Go to: Done?
Back up the server.
For details, see the “Backing up EBI servers” section in the Backup and Restore Guide.
Upgrade the server hardware and software
Install the new operating system, making sure you include all of the service packs and hot fixes. Ensure the correct versions of software are installed as per the compatibility matrix (for example, Internet Explorer 7).
Checkpoint
Before you proceed, check that the operating system has been installed correctly. Reboot the server and ensure there are no errors.
You must fix any errors before proceeding.
Configure the display. page 137
Ensure Internet Explorer 7 is installed.
Update the server’s hosts file. page 139
If required, install Microsoft Excel. page 142
Protect against viruses. page 146
Install specialized hardware
If required, install a network interface card (network
adapter). page 150
If required, install serial adapters. page 153 If required, install a LonWorks network interface card. page 157 If required, install the card or other devices associated
with the Integrated PhotoID option.
Note: Only install PhotoID hardware on the server if the server used to capture portraits/signatures. (Unless this is a very small system, we recommend that you install PhotoID hardware on a client computer.)
page 247
Checkpoint
Before you proceed, check that the software and hardware has been installed correctly and there are no errors. You must fix any errors before proceeding.
Create a backup using Acronis.
Install EBI
Install EBI on the new operating system. page 367 If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Final tasks
Complete the remaining tasks in the following order.
Checkpoint
Before you proceed, check that the EBI software has been installed correctly and there are no errors. You must fix any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports. page 176 If you have any third-party OPC clients, create an account
for them.
page 181
If required, set up the EBI server as a file server. page 184 Create a full backup using Acronis.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, that are connected to the server.
page 187
If your site implements Windows security policies, install your local policies in the normal manner.
Reconnect the computer to the network.
Restart the computer.
Checkpoint
Ensure that the A server is operating without errors. You must fix any errors before proceeding.
Create a backup.
Task Go to: Done?
Task Go to: Done?
Configure the servers
Configure server A and server B for redundancy.
For details, see the “Configuring and Monitoring a Redundant Server System” section in the Configuration and Administration Guide.
On server B, start Station and call up the Redundancy Status Display (sys113). Wait until the Backup indicator is green and then synchronize the servers.
Failover to server A.
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
On server A, start Station and call up the Redundancy Status Display (sys113). Wait until the Backup indicator is green and then synchronize the servers.
Checkpoint
Ensure both servers are operating without errors. You must fix any errors before proceeding.
Complete the upgrade
Re-register the EBI servers. page 171
If you have fire points configured, download the points from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from the server folder on the existing EBI R310 server.
If you have the Cardholder Management System (CMS) complete the following tasks:
• Understand the changes to user fields
• Modify field labels
• Make user fields visible
• Create new card layouts to replace DSP card layouts
• Migrate existing HTM card layouts
page 396
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an account for third-party OPC clients” on page 181.
Reapply any customizations to system displays on both servers.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus on both servers.
For details, see the “Customizing toolbars, menus and keyboard shortcuts” section in the Configuration and Administration Guide
Task Go to: Done?
Reapply any customizations to Station’s toolbars on both servers.
For details, see the “Customizing toolbars, menus and keyboard shortcuts” section in the Configuration and Administration Guide.
Reapply any customizations to Station’s configuration file, station.ini on both servers.
For details, see the “Station.ini” section in the Configuration and Administration Guide.
Reapply any customizations to Station’s setup file, default.stn on both servers.
For details, see the “Station setup files” section in the Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts. page 387
If you have any LonWorks points servers and have customized the XML templates, reapply the customizations.
page 406
Upload new location information to the Quick Builder Projects database.
page 389
If you have the pre-Outlook style Global Schedules, migrate the schedules.
page 410 Tune the performance of the servers. page 431
Task Go to: Done?
Stop
You have completed all tasks.
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON AN EXISTING DSA SYSTEM