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Knowledge Base Articles»Upgrading EtaPRO 10.3.x to 10.…
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Last modified on 12/5/2018 4:03 PM by User.

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Upgrading EtaPRO 10.3.x to 10.3.x

These instructions are for EtaPRO Administrators upgrading within EtaPRO Version 10.3. For upgrades from previous versions of EtaPRO, please refer to this article: https://issues.etapro.com/default.asp?W530

Upgrade Preparation and Warnings

  • Before upgrading, make a backup of your configuration databases.  During the EtaPRO 10.3 upgrade process, updates made to your configuration databases are not backward compatible.  Refer to the please refer to the Scheduling EtaPRO 10.x Backup Tasks (http://issues.etapro.com/default.asp?W17) article for instructions on making a backup of your configuration databases.
     
  • If your EtaPRO system is using Microsoft SQL Server 2008 R2 Express or later and APR and/or EPArchive, be advised that Microsoft has set a 10GB file size limitation (SQL 2005 and 2008 Express have a 4GB limit). SQL Server that is purchased and fully licensed from Microsoft do not have this limitation. If your APR and/or EPArchive database file size is close to these limits, you will need to contact EtaPRO Support before proceeding with the upgrade.
     
  • EtaPRO communicates with several other processes, applications, and possibly servers. It is essential that you know all usernames/passwords required for these connections before beginning the upgrade. This would include SQL Server usernames/passwords, Windows Services "Log On As" accounts, and EtaPRO usernames/passwords (for remotely installed interfaces).

Please review this entire document, referenced articles, and EtaPRO Release Notes and contact EtaPRO Support with any questions before beginning the upgrade! Also be advised that EtaPRO upgrades require the existing version of EtaPRO be uninstalled before the new version can be installed.

Pre-shutdown/Pre-uninstall Checklist

  1. Check the version of Windows on the server. Open Control Panel|All Control Panel Items|System on the EtPRO server. (see Figure 1). If your EtaPRO server is still using Windows 2003 and earlier, you will not be able to upgrade.

Figure 1.  Control Panel

  1. Are you an Administrator of the server/client workstations? EtaPRO upgrades should only be performed by those with Administrator rights.

  2. Confirm the current EtaPRO Server and Client versions. Beginning with EtaPRO 10.3.5 - this information can be viewed directly from the EtaPRO Client Status Bar (see Figure 5b). Prior to EtaPRO 10.3.5, use these instructions to find your EtaPRO versions:

Server
Right-click the EtaPRO icon located in the System Tray of your EtaPRO server and select the About… menu command. If the icon is not visible, launch the EtaPRO Service Manager from the Start menu and the icon will appear (see Figure 2). The About EtaPRO Server dialog displays showing the current EtaPRO Server software version (see Figure 3).

​Figure 2.  EtaPRO Service Manager Shortcut Menu

 

Figure 3.  About EtaPRO Server

 

Client
Select the Help|About EtaPRO menu command (see Figure 4). The About EtaPRO Client dialog displays showing the current EtaPRO Client software version (see Figure 5a).

Figure 4.  Client Help Menu

 

Figure 5a.  About EtaPRO Client

 

Figure 5b. EtaPRO Server and Client Version in EtaPRO Client Status Bar

 

  1. Open the EtaPRO Service Manager and record the EtaPRO Server Service Account type and credentials, if applicable. Click Configuration Settings| Miscellaneous|Configure Server Service Account (see Figure 6). Note:  When EtaPRO is installed, by default, its service accounts are configured to run as SYSTEM. If your EtaPRO Services or EtaPRO Data Interface Service run as a specific Windows account (to acquire data from an OPC or Wonderware/eDNA server for example), you will need to record the Domain, Username, and Password before uninstalling EtaPRO - when EtaPRO is uninstalled, the services and account definitions are removed. They will need to be updated again when the new version of EtaPRO is installed.

    ​Domain:  __________________________________________________________________________________________

    ​Username:  _______________________________________________________________________________________

    ​Password:  ________________________________________________________________________________________

Again, EtaPRO systems using OPC or Wonderware/eDNA will need to change the "Log On As" account for the EtaPRO Data Interface Service to the same account previously used for the EtaPRO services. For EtaPRO 10.3 systems in which the EtaPRO Data Interface is installed locally, the EtaPRO Services can run as the default Local System account. If the EtaPRO Data Interface is installed on a remote computer, you will need the service account username/password for the historian connection from EtaPRO. You may also need to adjust DCOM settings.

Figure 6.  EtaPRO Service Manager Miscellaneous Tab

  1. Click the Database tab and record SQL Server Username and Password that will be entered later to upgrade databases (see Figure 7). Consult your site SQL database administrator if you do not know the SQL Server Password. Do not proceed with the upgrade until you have learned these credentials. When SQL Server is installed by GP Strategies, the default “sa” password is “Changeme1!” although the password may be changed during the installation process or later. If you are not sure of the password, it can be tested by entering in the SQL Server Password field, then clicking Refresh Databases. Note that 3 failed attempts will lock the account, so enter the password carefully and contact GP if you are uncertain of the password. If the SQL account used by EtaPRO does not have db_owner role membership on each EtaPRO database, the upgrade will not be successful.

    ​Database Security Mode:  _______________________________________________________________________

    ​Domain:  __________________________________________________________________________________________

    ​Username:  _______________________________________________________________________________________

    ​Password:  ________________________________________________________________________________________

Figure 7.  EtaPRO Service Manager Database Tab

  1. Record the software installation directory on the EtaPRO Server. This is typically C:\Programs Files (x86)\General Physics Corporation. You will need to know the location when you install the new version.

    EtaPRO Software Installation Directory:  _______________________________________________________________________________

  2. Before you stop EtaPRO services, determine if any EtaPRO Clients are connected. If so, notify users before shutting down/upgrading.

    1. You can check for connected EtaPRO users by generating the EPTransfer Error Log Report. Open the EtaPRO Client and click Configuration Tools|Error Log to display the Error Log Report window. Enable just the EPTransfer Component checkbox. Change the Starting On and Ending On dates so that the previous 24 hours are displayed in the report. Click Select All to choose all the Selected Entry Types. (see Figure 8).

Figure 8.  Error Log Report

  1. Click Generate Report to view any recent connections (see Figure 9)

Figure 9.  Error Report Preview

  1. Please take note of the current condition of EtaPRO so that after the upgrade, you can determine if the upgrade caused any additional problems.

    1. In the EtaPRO Client, click Quality Alarms button on the EtaPRO toolbar (see Figure 10). Record any bad field status or data acquisition failure alarms.

Figure 10.  Quality Alarms Screen

  1. Click Configuration Tools|Online VirtualPlant Models to display the VirtualPlant Models dialog and then click the Status tab. Confirm that all VirtualPlant models are converging (see Figure 11). Record any that are not.

Figure 11.  VirtualPlant Model Status

 

  1. View several Concerns Viewer trends, if installed (see Figure 12). Make sure asset trend data is available and updating.

Figure 12.  Asset Trend

 

  1. View several pop-up trends by single-clicking on both some acquired and calculated data points. Make sure trend/archive data is available and updating (see Figure 13).

Figure 13.  Popup Trend

 

  1. All instances of Microsoft Excel® must be stopped.
     
  2. Reconfigure all units to push through any pending changes. Wait for the reconfiguration to complete before shutting down any services.

Shutting Down the EtaPRO Client and Server Software

  1. Close the EtaPRO Client using the Options|Exit menu command or clicking the X in the upper right corner of the application.

  2. Open the EtaPRO Services Manager from the Start menu. Click the Stop All Services button. Wait until you see that all the services have stopped (see Figure 14).  Close the service manager after all of the services have stopped. If you have configured dependencies from/to EtaPRO services from other applications or services, they should also be stopped to prevent EtaPRO Services from automatically restarting.

Figure 14.  EtaPRO Service Manager - All Services Stopped

  1. If you are using an EtaPRO Data Interface, it should be stopped. Open the EtaPRO Data Interface Service Manager from the Start menu. Click the Stop button. Wait until you see that it has stopped (see Figure 15).  Close the data interface service manager after the data interface service has stopped.

Figure 15.  EtaPRO Data Interface Service Manager - Stopped

Locating Database Backups and Uninstalling the EtaPRO Server and Client

  1. Confirm the location of the EtaPRO database backups (see Figure 16).

Figure 16.  Typical Backup Folder Location

  1. Verify that backups are recent. If no backups can be found, please refer to the Scheduling EtaPRO 10.x Backup Tasks (http://issues.etapro.com/default.asp?W17) article and run the EtaPRO Database Backup Utility before proceeding. Contact GP Strategies (etaprosupport@gpstrategies.com or 716.799.1077) with any questions about using this utility.  If SQL Server is not installed on the same computer as EtaPRO, contact your corporate DBA to verify that current database backups exist before you proceed with the upgrade. Verify that the backups can be restored before proceeding with the upgrade.

  2. Be aware that the EtaPRO software suite includes several Microsoft Excel add-ins. As such, all instances of Microsoft Excel should be shut down before uninstalling the EtaPRO Client.

  3. Uninstall the EtaPRO Client and EtaPRO Server software using the Control Panel|All Control Panel Items|Program Features|Uninstall or Change A Program feature. In addition, uninstall the EtaPRO Data Interface software if installed (see Figure 17).

​​NOTE:  If you are moving EtaPRO to a new physical or virtual server, contact GP Strategies (etaprosupport@gpstrategies.com or 716.799.1077) for assistance.

 

Figure 17.  Uninstall or Change a Program

Installing the EtaPRO Server and Client

Server

NOTE:  If you are upgrading within version (10.3.x to 10.3.x) you will not need a new product license key. However, if you have recently licensed new EtaPRO features (VirtualPlant, APR, EPArchive) you will need a new product license key.  Please contact GP Strategies for a new license key (etaprosupport@gpstrategies.com or 716.799.1077) before beginning the upgrade process.


Figure 18. EtaPRO Software Downloads

  1. Download the latest server and client software from the EtaPRO Support site (http://support.etapro.com). If you are upgrading within version, you may download the smaller "use for upgrade or repair" files as pre-requisites should already be installed.
     
  2. Start the installation of the EtaPRO Server and its prerequisites by double-clicking the EtaPRO_Server_Setup_10_3_x_x.exe file located in your downloaded EtaPRO Server installation files directory.
     
  3. The installation will proceed installing the EtaPRO Data Interfaces (see Figure 19). As shown in Figures 20 - 24, when the EtaPRO Data Interface Setup Wizard displays, click Next to continue. Accept the terms in the license agreement and click Next to continue. At the Custom Setup, all the EtaPRO Data Interfaces will be installed. Refer to the EtaPRO Data Interfaces Installation Configuration Manual (http://issues.etapro.com/default.asp?W514) for detailed information about the EtaPRO Data Interfaces. Click Next to continue and click Install. When the installation is complete, click Finish to continue. 

Figure 19.

Figure 20.

Figure 21. 

Figure 22.

Figure 23.

Figure 24.

  1. As shown in Figures 25 - 30, when the EtaPRO 10.3 Server Setup Wizard displays, click Next to continue. Accept the terms in the license agreement and click Next to continue. At the Destination Folder, you can change the default folder by clicking the Change button. Otherwise, click Next to continue and then Install. When the installation is complete, click Finish to continue. A message displays confirming the completion of the installation. Click Close.

Figure 25. 

Figure 26.

 

Figure 27.

Figure 28.

Figure 29.

Figure 30.

​Client

  1. Start the installation of the EtaPRO Client and its prerequisites by double-clicking the EtaPRO_Client_Setup_10_3_x_x.exe file located in your downloaded EtaPRO Client installation files directory.

  2. As shown in Figures 31 - 39, click Install to continue to begin the installation. Enable the I agree to the license terms and conditions checkbox and then. When the EtaPRO 10.3 Client Setup Wizard displays, click Next to continue. Accept the terms in the license agreement and click Next to continue. At the Destination Folder, you can change the default folder by clicking the Change button. Otherwise, click Next to continue and then Install. When the installation is complete, click Finish to continue. A message displays confirming the completion of the installation. Click Close.

Figure 31.

Figure 32.

Figure 33.

Figure 34.

Figure 35.

Figure 36.

Figure 37. 

Figure 38.

Figure 39.

Starting the EtaPRO Services and Upgrading Databases

  1. Launch the EtaPRO Service Manager from the Start menu (see Figure 40).

Figure 40.  EtaPRO Service Manager

  1. If you are enabling new licensed features and need to enter a new Product Key, click the Configuration Settings button to open the Configuration Settings dialog and select the Registration tab (see Figure 41). (If you have installed EtaPRO to new hardware, this tab will open for you automatically). If you are not enabling new features, skip to step 4 below.

Figure 41.  EtaPRO Service Manager - Registration Tab

  1. Enter the new EtaPRO 10.3 Product Key and activate the software. If you need assistance to manually activate EtaPRO, please refer to the Manual Activation of EtaPRO and Enabling APR (http://issues.etapro.com/default.asp?W19) article. Please note that if you have not purchased EtaPRO APR or EPArchive licenses APR and EPArchive will be enabled with Limited licenses.  If you need a description of the features associated with a limited license, please refer to the License Limitations - Limited vs Full (http://issues.etapro.com/default.asp?W527) article.

  2. Select the Miscellaneous tab and confirm the correct Historian Type, Directory Paths, Debug Level, etc. (see Figure 42). Contact GP Strategies (etaprosupport@gpstrategies.com or 716.799.1077) with any questions about these settings.
    NOTE  The Upgrade Databases Automatically on Startup checkbox is enabled by default. If you do not have permissions to upgrade the SQL databases.

Figure 42.  EtaPRO Service Manager - Miscellaneous Tab

  1. Select the Databases tab and confirm the selection of the correct Site, EPLog, Assets (where applicable), EPArchive, and Predictor (where applicable) databases. The Database Security Mode and SQL Server Username and Password recorded prior to the upgrade should be selected/entered here. 

Figure 43.  EtaPRO Service Manager - Databases Tab

 

  1.  IMPORTANT!  If you are upgrading a system that was previously using EPArchive, do not modify the storage path or you will lose previously archived historical data. (see Figure 44)

Figure 44.  EtaPRO Service Manager - EPArchive Tab

  1. Close the Configuration Settings dialog and return to the EtaPRO Service Manager. Click the Start All Services button. The previous databases will need to be upgraded. The upgrade will fail if the system is configured to require manual database upgrades. (see Figure 47).

Figure 45.  EtaPRO Service Manager

  1. If the system is configured to automatically upgrade databases, you will immediately be presented with the Manual Database Upgrade dialog (see Figure 48). Enter the SQL Server Username and Password recorded prior to the upgrade and then click Connect and then Upgrade Selected Databases.

Figure 46.  Manual Database Upgrade

  1. If the system is configured to require manual database upgrades, click Configuration Settings|Miscellaneous|Upgrade Databases (see Figure 49).

Figure 47.  EtaPRO Service Manager - Miscellaneous Tab

  1. The Manual Database Upgrade dialog displays. will be displayed (see Figure 47). Enter the SQL Server Username and Password recorded prior to the upgrade and then click Upgrade Selected Databases.

  1. The following warning message displays (see Figure 50). Again, if you have not already done so, please refer to the Scheduling EtaPRO 10x Backup Tasks (http://issues.etapro.com/default.asp?W17) article to schedule and run an EtaPRO database backup. Verify that a valid recent backup exists.

Figure 48.  EtaPRO Service Manager - Miscellaneous Tab

  1. Enable the “I understand…”  check box, enter your initials, and then click Upgrade. A progress bar displays at the bottom of the window (see Figure 48). If you are upgrading an EtaPRO system which includes EPArchive, this might be a good time for a coffee break as the upgrade could take a considerable amount of time (hours). Should any databases fail to upgrade, please contact GP Strategies (etaprosupport@gpstrategies.com or 716.799.1077).
    IMPORTANT!  Do not interrupt the upgrade process once it has started. Interrupting the upgrade will result in non-recoverable, corrupted databases.

Figure 49.  Manual Database Upgrade in Progress

  1. When the Status indicates “Database Upgraded!” for ALL databases (see Figure 50), click the X in the upper right corner to close the Manual Database Upgrade dialog and return to the Configuration Settings Miscellaneous Tab.

Figure 50.  Manual Database Upgrade in Progress

  1. If a specific EtaPRO Server Service Account was used, click the Configure Server Service Account button and enter the domain, username and password information recorded prior to the upgrade.

  2. Click OK to close the Configuration Settings dialog and return to the EtaPRO Service Manager. Click the Start All Services button.

  3. When the “Started and initialized successfully!” message appears, enable the Auto-start services when OS starts checkbox. If you are prompted with a message box asking to enable automatic startups, click Yes.

  4. For EtaPRO 10.3, all data is acquired using a stand-alone data interface.  If you are using either PI or OPC HDA as your primary historian, a data interface instance will automatically be created and your database updated to use it.  Start the data interface using the EtaPRO Data Interface Configuration Manager.  Note that it may take 2-5 minutes after you start the data interface before live data appears in your EtaPRO Client.  Prior to displaying live data, all points will be in bad field status alarm or in data acquisition failure.  If the system fails to acquire data, use the EtaPRO client to reconfigure all data units and then wait an additional 2-5 minutes.  If problems persist, stop and restart both the EtaPRO server and the EtaPRO data interface.  If the system still does not acquire data, contact GP Strategies (etaprosupport@gpstrategies.com or 716.799.1077) for assistance.

Starting the EtaPRO Client and Post-Upgrade Checks

  1. Start the EtaPRO Client from the Start menu. If you are using EtaPRO Authentication, please enter your username and password.

  2. Check the Quality Alarm screen for any new alarms and confirm that all popup and asset trends are functional, VirtualPlant models are converging, etc., as described in the Pre-shutdown/Pre-uninstall Checklist Step 7 of this article.

  3. Click Configuration Tools|Online VirtualPlant Models to display the VirtualPlant Models dialog and then click the Status tab. Confirm that all VirtualPlant models are still converging (see Figure 11).

  4. View several Concerns Viewer trends, if installed (see Figure 12). Make sure asset trend data is available and that the asset trends continue to update.

  5. Click Configuration Tools|Error Log to display the Error Log Report dialog. Enable all the Component checkboxes. Change the Starting On and Ending On dates so that the previous 24 hours are displayed in the report. Click Select All to choose all the Selected Entry Types. Click Generate Report to review any potential post-upgrade errors. Report any observed issues or errors to GP Strategies (etaprosupport@gpstrategies.com or 716.799.1077). Include a pdf copy of the error report.

  6. Reset the EtaPRO Database Backup task, if necessary. Refer to the Scheduling EtaPRO 10x Backup Tasks (http://issues.etapro.com/default.asp?W17) article for instructions on using the EtaPRO Database Backup Utility. If you are using EPArchive to storing historical data, make sure that the backup procedure is updated to backup the EPArchive files in addition to the database files. This should be done even if the database backups are not being scheduled using the EtaPRO database backup utility (see Figure 51).

Figure 51.  EtaPRO Database Backup Utility

 

We love to talk to our customers and we like to help you avoid pitfalls, so if you are unclear about any procedures outlined in this document, please contact EtaPRO Support at etaprosupport@gpstrategies.com or 716-799-1077 before proceeding with the upgrade.