963 Installation Instructions: (Applies To v3.71 Software)
963 Installation Instructions: (Applies To v3.71 Software)
963 Installation Instructions: (Applies To v3.71 Software)
TABLE OF CONTENTS
1 ABOUT THESE INSTRUCTIONS ................................................................................................................. 5
1.1 Conventions Used in this Manual ................................................................................................................ 5
1.2 Contacting Trend.......................................................................................................................................... 5
2 INSTALLATION .............................................................................................................................................. 7
2.1 Installation Procedures ................................................................................................................................. 8
2.1.1 Standard Installation ......................................................................................................................... 8
2.1.2 Installation for use with Full Version of SQL Server 2012 SP2 ....................................................... 9
2.1.3 Installation for use with a Remote SQL Server .............................................................................. 10
2.1.4 Installation on an Unsupported Language Version of Windows .................................................... 11
2.2 Connect the PC to the Ethernet Network ................................................................................................... 12
2.3 Install the 963 Software ............................................................................................................................. 13
2.4 SQL Server Installation and Configuration ................................................................................................ 14
2.4.1 SQL Server 2012 SP2 Express Edition with Tools ......................................................................... 14
2.4.2 SQL Server 2012 SP2 ..................................................................................................................... 24
2.5 License 963 ................................................................................................................................................ 26
2.5.1 Obtain an Unlock Code................................................................................................................... 26
2.5.2 Enter the Unlock Code .................................................................................................................... 27
2.6 Configure 963 to launch under Non-Admin User (Applicable for Windows 7 and 8 only)....................... 28
2.7 Configure 963 to Connect to a Remote SQL Server .................................................................................. 32
2.8 Connect the GSM Modem ......................................................................................................................... 33
2.9 Configure the GSM Connection ................................................................................................................. 34
2.9.1 Configure the GSM Connection Automatically .............................................................................. 34
2.9.2 Configure the GSM Connection Manually ..................................................................................... 35
2.10 Connect to the IQ Network ........................................................................................................................ 37
2.10.1 Connect over Ethernet..................................................................................................................... 37
2.10.2 Connect over the Current Loop ....................................................................................................... 38
2.11 Check Communications ............................................................................................................................. 39
2.12 Configure the Windows User to have Access to SQL Server .................................................................... 40
2.13 Install a Language Version not available in the Installation Program ........................................................ 41
2.14 Support for Virtualisation and Operation as a Service ............................................................................... 42
3 UPGRADE....................................................................................................................................................... 43
3.1 Upgrade 963 ............................................................................................................................................... 43
3.1.1 Upgrade 963 when the Database is on a Remote PC ...................................................................... 43
3.1.2 Upgrade from 963 v1.x or 962 ........................................................................................................ 44
3.1.3 Return to the Original 963 System .................................................................................................. 45
3.2 Upgrade to SQL Server 2012 SP2 Express Edition with Tools ................................................................. 46
3.2.1 Upgrading to SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2005 ............. 46
3.2.2 Upgrading to SQL Server 2012 SP2 Express edition with Tools from SQL Server 2008 R2
Express edition .................................................................................................................................................. 53
3.2.3 Installing SQL Server 2012 Management Studio ........................................................................... 55
3.2.4 Transfer the Licence to a Different Location .................................................................................. 57
INDEX........................................................................................................................................................................ 61
Technical Support
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support.
Tel: +44 (0) 1403 226600
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Technical Publications
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2 INSTALLATION
This section describes how 963 should be installed to ensure that it operates correctly. 963 can be run free of charge,
for a 28-day trial period but after this a licence must be purchased in order to continue using 963. Before installing,
or upgrading ensure that the PC meets the system requirements. See the 963 Data Sheet (TA200636).
If installing 963 on a PC that has a full installation of SQL server earlier than SQL Server 2012 SP2 it is necessary
to upgrade to SQL Server 2012 SP2.
If the 963 is to communicate with devices on a BACnet network TOPS must also be installed as described in the
TOPS Installation Instructions (TG201036). This installation can be on the same PC as 963, or on a different PC
providing communication is possible between the two over Ethernet.
963 Clients
Popup blocking software must be disabled, or configured to allow popups from the 963 Server.
PC Resources
963 is a real time application; installed PCs must have enough free resources to safely run 963 under peak load
conditions. We cannot guarantee system performance if other 3rd party software is installed, for example virus
checking software.
File Attributes, compression and encryption
Windows compression or encryption must not be used for the 963's SQL database, or any other 963 file in the
project directory also ensure that all files in the project directory have full write access and are not offline.
This section describes the standard installation procedure for installing the 963. This procedure should be suitable
for most installations. When installed as described below 963 will use SQL Server 2012 SP2 Express Edition with
Tools installed on the same PC as 963, and will access SQL server in Windows Authentication mode. After the
installation is complete it is strongly recommended that the details in the Engineering manual and Best practice
security guideline are adhered to.
Standard installation:
1. Ensure that the PC meets the system requirements.
2. If required connect the PC to the Ethernet Network as described in the 'Connect the PC to the Ethernet
Network' section of these instructions.
3. Install the 963 software as described in the 'Install the 963 Software' section of these instructions.
4. Log in to Windows as an 'Admin' user, run 963 and licence it as described in the 'Licence 963' section of
these instructions.
When the 963 is run for the first time, it displays a password for the System Administrator. This password
MUST be noted, as without this password it will not be possible to access to the 963.
5. Connect the GSM modem as described in the 'Connect the GSM Modem' section of these instructions. (963
SMS Direct only).
6. Configure the GSM connection as described in the 'Configure the GSM Connection' section of these
instructions. (963 SMS Direct only).
7. Connect the PC to the IQ network as described in the 'Connect the PC to the IQ Network' section of these
instructions.
8. Check communications as described in the 'Check Communications' section of these instructions.
9. If users not belonging to the Windows® 'Administrator' workgroup are to run 963 ensure that they have
access to SQL server as described in the 'Configure the Windows User to have Access to SQL Server'
section of these instructions.
After the installation is complete it is strongly recommended that the 963 be configured to automatically
archive the database as described in the 'Configure Automatic Archiving' section of the 963 Engineering
Manual (TE200637) and ensure that the DELETEHISTORIC DATA command is executed to prevent the
database from becoming too large.
2.1.2 Installation for use with Full Version of SQL Server 2012 SP2
This section describes how 963 should be installed for use with a full version of SQL Server 2012 SP2 that is
installed on the same PC as 963. To carry out this procedure a full version of SQL Server 2012 SP2 is required. This
must be purchased separately, and is not available from Trend.
To install 963 for use with a full version of SQL Server 2012 SP2:
1. Ensure that the PC meets the system requirements.
2. If required connect the PC to the Ethernet Network as described in the 'Connect the PC to the Ethernet
Network' section of these instructions.
3. Install a Full Version of SQL Server 2012 SP2 as described in the 'Install a Full Version of SQL Server
2012 SP2' section of these instructions. If an earlier version of SQL Server is already installed it must be
upgraded to SQL Server 2012 SP2.
4. Configure a Full Version of SQL Server 2012 SP2 as described in the 'Configure a Full Version of SQL
Server 2012 SP2 ' section of these instructions.
5. Install the 963 software as described in the 'Install the 963 Software' section of these instructions.
6. Log in to Windows as an 'Admin' user, run 963 and licence it as described in the 'Licence 963' section of
these instructions.
When the 963 is run for the first time, it displays a password for the System Administrator. This password
MUST be noted, as without this password it will not be possible to access to the 963.
7. Connect the GSM modem as described in the 'Connect the GSM Modem' section of these instructions. (963
SMS Direct only).
8. Configure the GSM connection as described in the 'Configure the GSM Connection' section of these
instructions. (963 SMS Direct only).
9. Check communications as described in the 'Check Communications' section of these instructions.
10. If users not belonging to the Windows® 'Administrator' workgroup are to run 963 ensure that they have
access to SQL server as described in the 'Configure the Windows User to have Access to SQL Server'
section of these instructions.
After the installation is complete it is strongly recommended that the 963 be configured to automatically
archive the database as described in the 'Configure Automatic Archiving' section of the 963 Engineering
Manual (TE200637) and ensure that the DELETEHISTORIC DATA command is executed to prevent the
database from becoming too large.
4. Click New installation or add features to an existing installation. The installation checks that the pre-
requisites are met. While this is being carried out a number of dialogue progress displays appear. If this is
the case the License Terms screen is displayed. If not a dialogue box is displayed indicating the issue.
These must be corrected before the installation can continue.
5. Select the I accept the License terms check box. Only do this once you have read the terms and are
agreeable.
6. Click Next>. The Setup Support Rules screen is displayed and the process is carried out.
When it is complete the Installation Type screen is displayed. Continue with the default settings for the
Installation Type screen.
8. Select the ‘I accept the license terms’ checkbox after you have read and agreed with the terms.
9. Click Next>. The Feature Selection screen is displayed.
12. Select the Named instance option and in the Instance ID box enter MSSQLSERVER.
13. Click Next>. The installation checks the space requirement. If there is sufficient space the Server
Configuration screen is displayed.
14. Under the Service Accounts tab, in the Account Name column of the SQL Server Database Engine row
select NT AUTHORITY\SYSTEM.
15. Click the Collation tab.
16. Ensure that ‘SQL_Latin1_General_CP1_CI_AS’ is selected. If this is not the case click Customize and
select Latin1_General from the Collation designator box in the displayed dialogue box.
17. Click Next>. The Database Engine Configuration screen is displayed.
18. Select the Mixed Mode (SQL Server authentication and Windows Authentication) option.
19. In the Enter password box enter saTrend06.
20. In the Confirm password box enter saTrend06.
21. Click Next>. The Error reporting screen is displayed.
22. Click Next>. The installation process starts and the Installation Progress screen is displayed. When the
installation is complete a success messages is displayed.
7. Select the I Agree option. Only do this once you have read the terms and are agreeable.
8. Click Next>. The wizard changes and the installation starts.
2.4.1.4 Configure SQL Server 2012 SP2 Express Edition with Tools
If SQL Server 2012 SP2 Express Edition with Tools has been installed manually as described in the 'Install SQL
Server 2012 SP2 Express Edition with Tools' section of this manual it must be configured correctly so that 963 can
be used.
Note that this configuration is performed automatically if SQL Server 2012 SP2 Express Edition with Tools is
installed by the 963's installation program.
To configure SQL Server 2012 SP2 Express Edition with Tools:
1. Ensure that the 963 is not running.
2. Go to the Windows explorer, type, C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft
SQL Server 2012\Configuration Tools and click SQL Server Configuration Manager. The SQL Server
Configuration Manager window is displayed.
5. Right click Named Pipes and click Enable. A dialogue box is displayed, click OK.
6. Right click TCP/IP and click Enable. A dialogue box is displayed, click OK.
11. Ensure that `Windows Authentication` is selected in the Authentication mode box.
12. Click Connect. The Microsoft SQL Server Management Studio window is displayed.
13. In the left pane, right click top level of the navigation tree and select Facets. The View Facets window is
displayed.
14. In the Facet box select Surface Area Configuration. The display changes.
5. If it is not displayed in the Serial no box, enter the serial number. The serial number can be found on the
back of the CD case.
6. Click Licence 963. The Licence Details dialogue box is displayed.
3. In the When you receive your site key, please type it in below box enter the unlock code either by
clicking Format 1 and copying and pasting it into the box, or clicking Format 2 and typing it into the box.
4. Click Update, a dialogue box is displayed informing you that the 963 has been licensed. If you want to
view a text file containing detailed licence information is displayed click Yes, otherwise click No.
Note that the text file containing detailed licence information is '963LicenceDetail.txt' store in the directory
the 963 is installed in, and can be viewed in Notepad.
5. Click Close.
Note that the procedure described above can also be used to update the licence if it has changed.
6. Restart the 963.
If the 963 has been licensed with SMS Direct a dialogue box is displayed allowing the GSM connection to be
configured click OK to configure the GSM Connection now, or Cancel to leave it until later. For details of
configuring the connection see the ‘Configure the GSM Connection’ section of these instructions.
2.6 Configure 963 to launch under Non-Admin User (Applicable for Windows 7
and 8 only)
In the previous version of 963, admin login was required to run the 963 application (with 963 application pre-
installed).
Performing the following steps enables the guest users/ non admin users to run/launch the 963 application (after the
Admin has logged off).
To launch 963 under a Non-Admin user:
3. Ensure that the following SQL Server protocols are enabled using SQL Server Configuration Manager tool:
Named Pipes
TCP/IP
4. Provide ‘Full control’ permission to 963 installed path for the users/group that will launch the 963.
To provide full control to 963 installed path in Windows 7, perform the following steps:
(Steps for other operating systems may differ slightly)
Go to the 963 installed path. (For example, C:\Program Files\Trend Control Systems).
Right-click the 963 folder and select Properties. The 963 Properties dialogue box appears.
Select the Security tab and click Edit… to change the permissions. A Permissions dialogue box
appears.
In the Select Users, Computers, Service Accounts or Groups dialogue box, perform the following
steps:
• For Locations, select Local Machine.
• Type the user(s)/group name to which access has to be provided.
• Click Check Names to verify the validity of the user/group name.
• Click OK.
In the Permissions for 963 dialogue box, select the recently added user/group and select the Allow
checkbox to provide Full Control permission.
To provide full control to C:\ProgramData\Crypkey folder in Windows 7, perform the following steps:
(Steps for other operating systems may differ slightly)
Note that by default the ProgramData is a hidden folder. Ensure that you modify the Folder Options to
view the hidden files.
Go to the CrypKey folder. (For example, C:\ProgramData\CrypKey).
Right-click the CrypKey folder and select Properties. The CrypKey Properties dialogue box appears.
Select the Security tab and click Edit… to change the permissions.
In the Permissions for CyprKey dialogue box, select the user/group that needs access to 963 and
select the Allow checkbox to provide Full Control permission.
6. Update the following database settings in “s2.ini” file. “s2.ini” file is located at 963 installed location.
(Eg. C:\Program Files\Trend Control Systems\963\s2.ini). If [Database] section is missing then copy as
shown below.
Update the <server name> to database machine name.
Update <963 database path> to location where 963 database is located. (eg. C:\Program Files\Trend
Control Systems\963\database).
[Database]
Database=i96X
Server=<server name>
MixedMode=1
DetachAfterShutdown=1
Directory=<963 database path>
Restore=0
Username=sa
Password=saTrend06
3. Click Test device. A dialogue box is displayed asking you to ensure the GSM modem is connected.
4. Check the GSM modem is correctly connected to the PC and turned on.
5. Click OK. The SMS Test dialogue box is displayed and 963 will scan all the COM ports to locate the
GSM modem. The progress is reported in the dialogue box. To repeat the process click Retry.
6. Once the process is completed click OK to return to the SMS Management dialogue box. If 963 detects
the GSM modem its details will be used. If the GSM modem was not correctly detected you can configure
the connection manually as described in the ‘Manually Configure the GSM Connection’ section of these
instructions.
7. If a PIN is required to access the SIM enter the required PIN in the SIM PIN box.
Caution: If the PIN is incorrect all SMS activity will cease until a correct PIN has been entered and
activated. Incorrect entry of a PIN number may result in the SIM being locked requiring a PUK
number from the network service provider. It is recommended that any requirement for entry of a
PIN to activate the SIM is disabled.
8. If text messages are to include international (UCS-2) characters select the Send as international
characters (USC-2) check box.
Note that if international characters are used only 70 characters are allowed in the SMS message. If
international characters are not used the message can be up to 140 characters.
9. If text messages are to flash on the phone to select the Send as Flash SMS check box.
10. If an alarm is to be generated after a certain number of alarms have been sent select the Use message limit
alarm check box, and in the Message alarm limit box enter the number of alarms that are sent before the
message alarm limit alarm is generated.
This alarm is useful if a pay as you go SIM is being used to send the alarms. The message alarm limit can
be set to the number of alarms that can be sent using the available credit on the SIM.
11. Click Apply. 963 will attempt to communicate with the modem to determine the manufacturer ID, and
status.
If successful the information will be displayed in the dialogue box. The signal strength is also displayed in
the Signal area. If unsuccessful 963 will inform you that it was unable to configure the GSM connection.
Failure could be because the COM port may be in use by another program. The manufacturer ID and status
can be re detected by clicking Redect info.
12. Click OK.
2.9.2 Configure the GSM Connection Manually
The GSM connection can be configured manually if for example the automatic configuration fails, or selects the
wrong device if there is more than one.
To configure the GSM connection manually:
1. Run 963 and log in as someone with authority to configure SMS settings.
2. If the SMS Management dialogue box is not displayed on the SMS menu click Properties to display it.
3. In the COM port box click the COM port connecting the PC to the GSM modem.
4. In the Baud rate box click the baud rate for communications between the modem and PC.
5. If a PIN is required to access the SIM enter the required PIN in the SIM PIN box.
Caution: If the PIN is incorrect all SMS activity will cease until a correct PIN has been entered and
activated. Incorrect entry of a PIN number may result in the SIM being locked requiring a PUK
number from the network service provider. It is recommended that any requirement for entry of a
PIN to activate the SIM is disabled.
6. If text messages are to include international (UCS-2) characters select the Send as international
characters (USC-2) check box.
Note that if international characters are used only 70 characters are allowed in the SMS message. If
international characters are not used the message can be up to 140 characters.
7. If text messages are to flash on the phone to select the Send as Flash SMS check box.
8. If an alarm is to be generated after a certain number of alarms have been sent select the Use message limit
alarm check box, and in the Message alarm limit box enter the number of alarms that are sent before the
message alarm limit alarm is generated.
This alarm is useful if a pay as you go SIM is being used to send the alarms. The message alarm limit can
be set to the number of alarms that can be sent using the available credit on the SIM.
9. Click Apply. 963 will attempt to communicate with the modem to determine the manufacturer ID, and
status.
If successful the information will be displayed in the dialogue box. The signal strength is also displayed in
the Signal area. If required the manufacturer ID, and status can be re detected by clicking Redect info.
10. Click OK.
7. Click TCP/IP.
8. In the IP Address or hostname box enter the IP address or hostname of the device containing the virtual
CNC to which 963 is to connect. The hostname must be entered in quotes e.g. "Boilers".
Note that a hostname should be used if a DHCP server is being used on the system to setup the IP settings
of the device containing the virtual CNC. You should also remember that XTEND's, and IQ3 controllers
earlier than v1.3 do not support hostname addressing.
9. In the Port Scan From box enter the port number of the first vCNC in the range of vCNCs to which 963
can connect (e.g. 10005).
10. In the Port Scan To box enter the port number of the last vCNC in the range of vCNCs to which 963 can
connect (e.g. 10006).
11. In the Site GUID box enter the machine-readable site code for the site. The machine-readable site code
must be enclosed in curly brackets ({})
963 will be able to connect to the IQ network using any of the ports in the specified range. Because each
port has a specific address on the IQ network, the address of 963 on the IQ network will vary depending on
which port it uses.
If alarms are to be sent to 963 through this device, the top and bottom of the range must be the same
to ensure the same network address is used each time 963 is started.
12. If 963 is to only access remote TCP/IP sites select the Click here if you have no local site
communications check box.
13. Click OK.
14. Restart 963.
Note that if the device containing the virtual CNC goes into link/local mode (e.g. DHCP server fails) the 963s
connection to the IQ network will be lost. This is expected behaviour if the PC is on the same network segment as
the device containing the virtual CNC restart the PC. If the device is on a different subnet it will be necessary to fix
the problem that caused the device to go into link/local mode.
5. Click Specific COM Port and enter the required COM port number. Clicking Auto Scan Com Port will
cause 963 to find the port that is connected to the NBOX/CNC2 automatically which is the default, and
should only be changed if there are communication problems.
6. Click OK.
7. Restart 963.
TX and RX indicators: These flash green when 963 receives, or transmits information. If they appear grey,
the 963 has been unable to locate the CNC.
Remote connection indicator: If grey, all of the devices are available for use, if red, at least one of them is
attempting to make a connection, and if green, at least one is connected. Clicking this icon displays the Remote
Connection Window.
6. Select the Using SQL Server Authentication check box in the Connect to SQL Server area.
7. Click OK.
8. Close 963.
To give the user access to SQL Server and set 963 to connect to SQL Server in Windows Authentication
mode:
1. Log in to the PC as someone with Administrator rights.
2. Give the user access to SQL Server by adding the user to the ‘SQLSERVER2005MSSQLUSERS$<xxxx>’
Windows workgroup. Where <xxxx> is the PC name. This group is created when SQL Server is installed.
See the SQL Server documentation for details. For details about configuring Windows user accounts and
workgroups see appropriate operating systems documentation.
3. By default 963 connects to SQL Server in Windows Authentication mode. To check this is the case, ensure
that the Using SQL Server Authentication check box in the Connect to SQL Server area of the
Database Properties dialogue box is cleared.
4. Copy the following javascript files for the required language from the appropriate directory on the 963
DVD into the 963 install javascript directory (normally c:\program files\trend control
systems\963\HTML\js).There is a directory for each language that can be installed in this way in the
Support Files\Translations directory of the 963 DVD.
StringResource.js
jquery.ui.datepicker-settings.js
3 UPGRADE
3.1 Upgrade 963
In most situations upgrading form an earlier version of 963 will simply be a matter of inserting the 963 DVD and
following the instructions on the screen. The existing version of 963 will be upgraded to the latest version, and the
963's database updated accordingly. There should be no need to re-licence 963.
Note that there was an error in earlier installations of 963 which meant that clicking the ? on a schematic page did
not run the user guide. This has been corrected for new installs of 963 in v3.40. However in order to preserve any
schematic pages that have been created the upgrade does not overwrite the existing schematic pages. The issue can
be corrected by performing a find and replace on the schematic pages to find 'WINEXEC winhlp32.exe
<DATA>\documentation\963 user guide.hlp' and replace it with 'WINEXEC hh.exe <DATA>\documentation\963-
User-Guide.chm'.
In the following circumstances it will be necessary to follow a different installation procedure.
Upgrading a 963 where the 963's database is running on a remote SQL Server (i.e. on another PC). See the
'Upgrade 963 when the Database is on a Remote PC' section of this manual for details.
Upgrading from 963 v1.x or 962 it may be necessary to check the SQL queries. See the 'Upgrade from
963v1.x or 962' section of this manual for details.
3.1.1 Upgrade 963 when the Database is on a Remote PC
If upgrading a 963 where the 963's database is running on a remote SQL Server (i.e. on another PC) the installation
program will not be able to perform the necessary updates to the 963's database on the remote PC therefore it will be
necessary to manually upgrade the 963 database on the remote PC.
To upgrade 963 when the database is on a remote PC:
1. If necessary upgrade the SQL Server to SQL Server 2012 SP2 Express Edition with Tools as described in
the `Upgrade SQL Server 2012 SP2 Express Edition with Tools` and ‘Upgrade SQL Server 2012 SP2’
sections of this manual.
If a full version of SQL Server is installed it must be upgraded to SQL Server 2012 SP2 following the
instructions supplied by Microsoft.
2. Run 963.
3. Log in to the PC as someone with Administrator rights.
4. On the Database menu click Properties. The Database Properties dialogue box is displayed.
5. Select the Detach database after supervisor has been shutdown check box.
6. Click OK.
7. Close 963.
8. Backup the database files, and any other data files before upgrading 963.
9. Upgrade the 963 on the 963 PC ensuring that the 963 is installed in the same directory as original 963 as
described in the 'Install the 963 Software' section of this manual.
10. Do not run 963.
11. Copy the 963 database files (mdf and ldf files in the C:\Program Files\Trend Control Systems\963\database
directory) from the remote PC to the same location on the 963 PC.
12. Run notepad, and open the S2.INI file in the install directory (normally c:\program files\trend control
systems\963).
Note that if the 963 is running on Windows Vista™ or Windows 7 you must run notepad with administrator
rights. This will require you to have access to a password for a Windows user with administrator rights.
12. Search through the file to find the following line:
[DATABASE]
Server=
13. Make a note of the 'Server=' setting you will need it later.
14. Change the 'Server=' setting to '.' so 963 uses the local database files as shown below.
Server=.
If Schematics was selected the Find SQL on Schematic dialogue box is displayed.
In the Select action to find box select the action that you want to search for. To search for all three
actions select All.
In the Search Options area select the schematic pages that are to be searched. Click Search current
schematic/folder to search the folder selected in the Navigator, or Search all schematics to search all
schematics.
To create a log file of the search results select the Generate log file check box.
To prevent the search results being displayed in the Results box clear the View Results check box.
Click Find. The search will be carried out. If the View Results check box is selected the results will be
displayed in the Results box. To goto to a schematic page that has matched the search click it in the
Results box and click GOTO Selected Page.
If Scheduler was selected a dialogue box listing any scheduled events that use the VIEWQUERY,
QUERYTOTEXTFILE, or PRINTQUERY actions.
If Alarms was selected a dialogue box listing any alarm actions that use the VIEWQUERY,
QUERYTOTEXTFILE, or PRINTQUERY actions.
3.1.3 Return to the Original 963 System
When you upgrade from an earlier version of 963, or 962 a backup of the system is made in a subdirectory of the
install directory called 963_backup, or 962_backup. This means that if you decide not to use the latest version of
963 it is possible to return to the original system.
To return to the original system:
1. Copy the entire contents of the backup directory Backups into the install directory, normally c:\program
files\trend control systems\963 or c:\program files\trend control systems\962.
3.2 Upgrade to SQL Server 2012 SP2 Express Edition with Tools
Different versions of 963 were supplied with different version of SQL. Therefore when manually upgrading SQL
Server to SQL Server 2012 SP2 Express Edition with Tools it is necessary to follow the appropriate instructions see
the table below.
963 Version Upgrade Path
3.71 No upgrade required.
v3.62 Upgrade to SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2008 R2
Express Edition
Ensure that you upgrade SQL Server 2008 to SQL Server 2008 SP1 before upgrading to SQL Server
2012 SP 2.
Based on your OS type, select either 64 bit or 32 bit.
v3.60 Upgrade to SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2008 Express
Edition
v3.50
Ensure that you upgrade SQL Server 2008 to SQL Server 2008 SP1 before upgrading to SQL Server
v3.40 2012 SP 2.
Based on your OS type, select either 64 bit or 32 bit.
v3.30 Upgrade to SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2005
v3.20 Ensure that you upgrade to SQL Server 2005 SP4 before upgrading to SQL Server 2012 SP2.
v3.10
v3.01
v3.00
v2.20
v2.12 Direct upgrade not supported.
v2.10 Recommended to upgrade to 963 v3.62 (refer the 963 v3.62 Installation Manual) followed by
upgrade to 963 v3.71
v2.0
3.2.1 Upgrading to SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2005
This process should be used to upgrade the database engine (SQL Server 2005 Express Edition) supplied with
versions v3.30, v3.20, v3.10, v3.01, and v3.00 of 963 to SQL Server 2012 SP2 Express Edition with Tools. The
steps described below assume that SQL Server 2005 Express Edition is installed with the default instance
(MSSQLSERVER) and the computer is 32 bit.
To upgrade SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2005 Express Edition:
1. Backup the PC.
2. Close all programs. Log on the PC as someone with Administrator rights.
3. Ensure 963 is not running.
4. Install .Net 3.5 SP1, .Net4.0, and, .net 4.0 updates as described in ‘Install .NET Setup’ section of this
manual.
5. Install Power Shell 2.0 as described in the `Install Power Shell 2.0` section of this manual. Not required for
Windows 7, Windows 8, and Windows Server 2012.
6. Install SQL Server 2005 SP4. Run ‘SQL2005_SP4_SQLEXPR_ADV.Exe’ from the 963 installation DVD.
7. The End User License Agreement dialogue box is displayed. Check the I accept... check box and click
Next.
11. The Welcome to the Microsoft SQL Server Installation Wizard screen is displayed. Click Next to
continue.
12. The set up screen is displayed. Type the Name and the Company.
13. Click Next. The Feature Selection screen is displayed. Make the appropriate selection and click Next.
14. The Authentication Mode screen is displayed. It is recommended to use the Windows Authentication
Mode.
15. Click Next. The Configuration Options screen is displayed. Check the Enable User Instances option and
click Next.
16. The Error and Usage Report Settings screen is displayed. Select the required option and click Next. You
can proceed without making a selection as well.
17. The Ready to Install screen is displayed. Click Install to start the installation.
18. After the setup is complete for the required components, click Next.
23. The Setup Support Rules screen is displayed showing the progress.
25. The License Terms screen is displayed. Select the I accept the License terms check box and click Next.
26. Click Next. The Product Updates screen is displayed. You can choose to skip the scan at any point and
click Next to continue.
27. The Install Setup Files screen is displayed. Click Install to continue.
28. The Setup Support Rules screen is displayed. Click Next to continue.
29. The License Terms screen is displayed. Select the I accept the License terms check box and click Next.
30. On the Select Instance screen, select the MSSQLSERVER from the drop down list.
31. Click Next. Perform all the actions as described in the Setup wizard.
33. Install SQL Server 2012 Management Studio. Run SQLManagementStudio_x86_ENU.exe from the 963
installation DVD.
34. Install the SQL Server 2012 Management Studio as described in the ‘Installing SQL Server 2012
Management Studio’.
3.2.2 Upgrading to SQL Server 2012 SP2 Express edition with Tools from SQL Server 2008 R2
Express edition
This process should be used to upgrade the database engine (SQL Server 2008 R2 Express Edition) supplied with
versions v3.62, v3.6, v3.5, and v3.4 of 963 to SQL Server 2012 SP2 Express Edition with Tools. The steps
described below assume that SQL Server 2008 R2 Express Edition is installed with the default instance
(MSSQLSERVER) and the computer is 64 bit.
To upgrade SQL Server 2012 SP2 Express Edition with Tools from SQL Server 2008 R2 Express Edition:
1. Backup the PC.
2. Close all programs.
3. Log on the PC as someone with Administrator rights.
4. Ensure 963 is not running.
5. Install .Net 4.0 and .net 4.0 updates as described in the ‘Install .NET Setup’ section of this manual.
6. Run ‘SQLSERVER2008R2SP1_KB2528583_x64_ENU.exe’ from the 963 installation DVD.
7. The SQL Server 2008 R2 update screen is displayed.
9. Check the I accept the license terms check box. Click Next to continue.
10. The Select Features screen is displayed. Select the required features and click Next to continue.
11. Click Next to continue on the next few screens. Once the update is complete, the Complete screen is
displayed.
12. Install SQL Server 2012 Engine. Run ‘SQLEXPR_x64_ENU.Exe’ from the 963 installation DVD.
13. The SQL Server Installation screen is displayed. Select Upgrade from SQL Server 2005, SQL Server
2008 or SQL Server 2008 R2.
For the remaining steps refer to ‘Upgrading to SQL Server 2012 SP2 Express Edition with Tools from SQL
Server 2005’ step 21 onwards. However, ensure that you run SQLEXPR_x64_ENU.Exe’ from the 963
installation DVD.
7. Select the New SQL Server stand-alone installation or add features to an existing installation option.
8. The License Terms screen is displayed. Accept the license terms and click Next.
9. The Product Updates screen is displayed. Check the Include SQL Server Product Updates if you
require the updates. Click Next.
10. The Installation Type screen is displayed. Select the Perform a new installation of SQL Server 2012
option and click Next.
11. The Feature Selection screen is displayed. Select the features and click Next.
13. The Installation Progress screen is displayed showing the installation progress.
Note that it is recommended to reboot your computer after the installation is complete.
3.2.4 Transfer the Licence to a Different Location
If you want to use your 963 licence to run 963 in a different location e.g. on a different PC, or in a different
directory, it is necessary to transfer the licence to that location.
To transfer the licence:
1. Install 963 in the new location as described in the 'Install the 963 Software' section of these instructions.
2. Run 963 in the new location.
3. Log in as someone with a PIN level of 99.
4. Press F1 to display the Information Centre.
6. If transferring the licence to a different PC connect the removable media that is to be used to transfer the
licence.
Note that this has been tested on floppy disk, USB flash disk. Trend cannot guarantee that other removable
media type will work.
7. Click Register transfer. The Browse for Folder dialogue box is displayed.
8. Click the location to which the licence is to be copied. If moving the licence to a different PC this is the
removable media. To create a new folder click Make New Folder.
9. Click OK. The Are you sure? dialogue box is displayed.
10. Click OK.
11. If transferring the licence to a different PC remove the removable media.
12. Run 963 the currently licensed 963.
13. Log on as someone with a PIN level of 99.
14. Press F1 to display the Information Centre.