Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade

Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS, ADX, and SCT Installation and Upgrade Instructions

Wizard
Code No. LIT-12011331
Software Release 7.0
Issued October 6, 2015
Refer to the QuickLIT Web site for the most up-to-date version of this document.

Welcome.....................................................................................................................................9
ADS, ADX, and SCT Installation...............................................................................................9
Prerequisite Software Checklist for Installation............................................................................10
Recommended OS and SQL Server Combinations.......................................................................12
Installing a Stand-Alone SCT...........................................................................................................13
Installing SCT and ADS on the Same Computer............................................................................14
Installing SCT and ADS on Different Computers...........................................................................15
SCT Computer (Step 1)......................................................................................................................15
ADS Computer (Step 2)......................................................................................................................16
Installing the SCT and Unified ADX with the Metasys Advanced Reporting System................17
Installing the SCT and Unified ADX with MVE on the Same Computer.......................................18
Installing the SCT and Unified ADX with MVE and the Metasys Advanced Reporting System.19
Installing the SCT and Unified ADX on the Same Computer........................................................20
Installing the SCT and Unified ADX with MVE on Different Computers......................................21
SCT Computer (Step 1)......................................................................................................................21
ADX Computer (Step 2)......................................................................................................................22
Installing the SCT and Unified ADX on Different Computers.......................................................23
SCT Computer (Step 1)......................................................................................................................23
ADX Computer (Step 2)......................................................................................................................24
Installing the SCT and Split ADX with the Metasys Advanced Reporting System.....................25
SCT Computer (Step 1)......................................................................................................................25
Database Server Computer (Step 2)..................................................................................................26
Web/Application Server Computer (Step 3)........................................................................................27
Installing the SCT and Split ADX with MVE....................................................................................28
SCT Computer (Step 1)......................................................................................................................28
Database Server Computer (Step 2)..................................................................................................29
Web/Application Server Computer (Step 3)........................................................................................30
Installing the SCT and Split ADX with MVE and the Metasys Advanced Reporting System.....31
SCT Computer (Step 1)......................................................................................................................31
Database Server Computer (Step 2)..................................................................................................32
Web/Application Server Computer (Step 3)........................................................................................33
Installing the SCT and Split ADX.....................................................................................................34
SCT Computer (Step 1)......................................................................................................................34
Database Server Computer (Step 2)..................................................................................................35
Web/Application Server Computer (Step 3)........................................................................................36
ADS, ADX, and SCT Upgrade..................................................................................................37
Prerequisite Software Checklist for Upgrades...............................................................................38
Upgrading a Stand-Alone SCT.........................................................................................................40
Upgrading SCT and ADS on the Same Computer.........................................................................42
Upgrading SCT and ADS on Different Computers.........................................................................44
SCT Computer (Step 1)......................................................................................................................45
ADS Computer (Step 2)......................................................................................................................47
SCT Computer (Step 3)......................................................................................................................48
NAEs/NIEs (Step 4)............................................................................................................................48
ADS, ADX, and SCT Installation and Upgrade Instructions Wizard 1
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
SCT Computer (Step 5)......................................................................................................................48
Upgrading the SCT and Unified ADX with the Metasys Advanced Reporting System..............49
Upgrading the SCT and Unified ADX with MVE on the Same Computer.....................................52
Upgrading the SCT and Unified ADX with MVE and the Metasys Advanced Reporting System.55
Upgrading the SCT and Unified ADX on the Same Computer......................................................58
Upgrading the SCT and Unified ADX with MVE on Different Computers....................................61
SCT Computer (Step 1)......................................................................................................................61
ADX Computer (Step 2)......................................................................................................................63
SCT Computer (Step 3)......................................................................................................................64
NAEs/NIEs (Step 4)............................................................................................................................65
SCT Computer (Step 5)......................................................................................................................65
Upgrading the SCT and Unified ADX on Different Computers.....................................................65
SCT Computer (Step 1)......................................................................................................................66
ADX Computer (Step 2)......................................................................................................................68
SCT Computer (Step 3)......................................................................................................................69
NAEs/NIEs (Step 4)............................................................................................................................69
SCT Computer (Step 5)......................................................................................................................69
Upgrading the SCT and Split ADX with the Metasys Advanced Reporting System...................70
SCT Computer (Step 1)......................................................................................................................70
Database Server Computer (Step 2)..................................................................................................73
Web/Application Server Computer (Step 3)........................................................................................74
SCT Computer (Step 4)......................................................................................................................74
NAEs/NIEs (Step 5)............................................................................................................................75
SCT Computer (Step 6)......................................................................................................................75
Upgrading the SCT and Split ADX with MVE..................................................................................75
SCT Computer (Step 1)......................................................................................................................76
Database Server Computer (Step 2)..................................................................................................78
Web/Application Server Computer (Step 3)........................................................................................79
SCT Computer (Step 4)......................................................................................................................79
NAEs/NIEs (Step 5)............................................................................................................................80
SCT Computer (Step 6)......................................................................................................................80
Upgrading the SCT and Split ADX with MVE and the Metasys Advanced Reporting System...80
SCT Computer (Step 1)......................................................................................................................81
Database Server Computer (Step 2)..................................................................................................83
Web/Application Server Computer (Step 3)........................................................................................84
SCT Computer (Step 4)......................................................................................................................85
NAEs/NIEs (Step 5)............................................................................................................................86
SCT Computer (Step 6)......................................................................................................................86
Upgrading the SCT and Split ADX...................................................................................................86
SCT Computer (Step 1)......................................................................................................................87
Database Server Computer (Step 2)..................................................................................................89
Web/Application Server Computer (Step 3)........................................................................................90
SCT Computer (Step 4)......................................................................................................................91
NAEs/NIEs (Step 5)............................................................................................................................91
SCT Computer (Step 6)......................................................................................................................91
ADS, ADX, and SCT Installation (Expert)...............................................................................92
Installing a Stand-Alone SCT...........................................................................................................92
Installing ADS and SCT on the Same Computer............................................................................93
Installing ADS and SCT on Different Computers...........................................................................93
SCT Computer (Step 1)......................................................................................................................93
ADS Computer (Step 2)......................................................................................................................95

2
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Installing the SCT and Unified ADX with the Metasys Advanced Reporting System................96
Installing the SCT and Unified ADX with MVE on the Same Computer.......................................97
Installing the SCT and Unified ADX with MVE and the Metasys Advanced Reporting System.98
Installing the SCT and Unified ADX on the Same Computer........................................................99
Installing the SCT and Unified ADX with MVE on Different Computers....................................100
SCT Computer (Step 1)....................................................................................................................100
ADX Computer (Step 2)....................................................................................................................100
Installing the SCT and Unified ADX on Different Computers.....................................................101
SCT Computer (Step 1)....................................................................................................................101
ADX Computer (Step 2)....................................................................................................................102
Installing the SCT and Split ADX with the Metasys Advanced Reporting System...................104
SCT Computer (Step 1)....................................................................................................................104
Database Server Computer (Step 2)................................................................................................104
Web/Application Server Computer (Step 3)......................................................................................105
Installing the SCT and Split ADX with MVE..................................................................................107
SCT Computer (Step 1)....................................................................................................................107
Database Server Computer (Step 2)................................................................................................107
Web/Application Server Computer (Step 3)......................................................................................108
Installing the SCT and Split ADX with MVE and the Metasys Advanced Reporting System....109
SCT Computer (Step 1)....................................................................................................................109
Database Server Computer (Step 2)................................................................................................110
Web/Application Server Computer (Step 3)......................................................................................110
Installing the SCT and Split ADX...................................................................................................111
SCT Computer (Step 1)....................................................................................................................112
Database Server Computer (Step 2)................................................................................................112
Web/Application Server Computer (Step 3)......................................................................................113
ADS, ADX, and SCT Upgrade (Expert).................................................................................114
Upgrading a Stand-Alone SCT.......................................................................................................114
Upgrading ADS and SCT on the Same Computer.......................................................................118
Upgrading ADS and SCT on Different Computers.......................................................................122
SCT Computer (Step 1)....................................................................................................................122
ADS Computer (Step 2)....................................................................................................................127
SCT Computer (Step 3)....................................................................................................................128
Upgrading the SCT and Unified ADX with the Metasys Advanced Reporting System............129
Upgrading the SCT and Unified ADX with MVE on the Same Computer...................................133
Upgrading the SCT and Unified ADX with MVE and the Metasys Advanced Reporting System
..........................................................................................................................................................138
Upgrading the SCT and Unified ADX on the Same Computer....................................................143
Upgrading the SCT and Unified ADX with MVE on Different Computers..................................147
SCT Computer (Step 1)....................................................................................................................147
ADX Computer (Step 2)....................................................................................................................151
SCT Computer (Step 3)....................................................................................................................153
Upgrading the SCT and Unified ADX on Different Computers...................................................154
SCT Computer (Step 1)....................................................................................................................154
ADX Computer (Step 2)....................................................................................................................158
SCT Computer (Step 3)....................................................................................................................160
Upgrading the SCT and Split ADX with the Metasys Advanced Reporting System.................160
SCT Computer (Step 1)....................................................................................................................160
Web/Application Server Computer (Step 2)......................................................................................165
Database Server Computer (Step 3)................................................................................................167
Web/Application Server Computer (Step 4)......................................................................................168

3
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
SCT Computer (Step 5)....................................................................................................................168
Upgrading the SCT and Split ADX with MVE................................................................................169
SCT Computer (Step 1)....................................................................................................................169
Web/Application Server Computer (Step 2)......................................................................................173
Database Server Computer (Step 3)................................................................................................174
Web/Application Server Computer (Step 4)......................................................................................176
SCT Computer (Step 5)....................................................................................................................176
Upgrading the SCT and Split ADX with MVE and the Metasys Advanced Reporting System.177
SCT Computer (Step 1)....................................................................................................................177
Web/Application Server Computer (Step 2)......................................................................................181
Database Server Computer (Step 3)................................................................................................183
Web/Application Server Computer (Step 4)......................................................................................184
SCT Computer (Step 5)....................................................................................................................184
Upgrading the SCT and Split ADX.................................................................................................185
SCT Computer (Step 1)....................................................................................................................185
Web/Application Server Computer (Step 2)......................................................................................189
Database Server Computer (Step 3)................................................................................................191
Web/Application Server Computer (Step 4)......................................................................................192
SCT Computer (Step 5)....................................................................................................................192
Windows 8.1 and Windows 8................................................................................................194
Disabling User Account Control....................................................................................................195
Verifying Administrative Privileges...............................................................................................196
Showing Hidden Files and Folders...............................................................................................197
Adjusting Visual Effects.................................................................................................................198
Adjusting the Hosts File.................................................................................................................201
Setting up File and Printer Sharing for Microsoft Networks.......................................................201
Disabling Additional Network Cards.............................................................................................202
Computer Power Options...............................................................................................................203
Setting Power Options for the Computer..........................................................................................203
Setting Power Options for the Network Card....................................................................................203
Setting Power Failure Options for the Computer..............................................................................204
Verifying Computer Locale............................................................................................................205
Verifying the Computer Name for the ADS...................................................................................207
Verifying Your Computer Has Required Roles and Features Installed......................................208
Installing Required Features with Internet Connection..............................................................210
Installing Required Features without Internet Connection.........................................................214
Enabling ASP.NET...........................................................................................................................217
Checking for and Installing Windows Software DST Update for Windows 8.1 and Windows 8.217
Configuring the Windows Firewall for Windows 8.1 and Windows 8........................................218
Windows 7..............................................................................................................................226
Disabling User Account Control....................................................................................................227
Verifying Administrative Privileges...............................................................................................228
Showing Hidden Files and Folders...............................................................................................229
Adjusting Visual Effects.................................................................................................................230
Adjusting the Hosts File.................................................................................................................232
Setting up File and Printer Sharing for Microsoft Networks.......................................................233
Disabling Additional Network Cards.............................................................................................234
Web Browser...................................................................................................................................234
Verifying Your Computer Has a Supported Version of Internet Explorer Installed............................234
Installing the Internet Explorer Web Browser....................................................................................234
Computer Power Options...............................................................................................................235

4
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Setting Power Options for the Computer..........................................................................................235
Setting Power Options for the Network Card....................................................................................235
Setting Power Failure Options for the Computer..............................................................................236
Verifying Computer Locale............................................................................................................236
Verifying the Computer Name for the ADS...................................................................................239
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed...........................240
Installing IIS Version 7.5, ASP.NET, and SNMP............................................................................241
Verifying Your Computer Has Message Queuing Service Installed...........................................243
Installing and Configuring Message Queuing Service................................................................243
Verifying Your Computer Has SP1 for Windows 7 Installed.......................................................245
Installing SP1 for Windows 7.........................................................................................................245
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed............................245
Installing Microsoft .NET Framework 3.5......................................................................................246
Checking for and Installing the Windows Software DST Update for Windows 7.....................247
Configuring the Windows Firewall for Windows 7......................................................................248
Windows Server 2012 R2 and Windows Server 2012.........................................................255
lnstalling Desktop Experience.......................................................................................................255
Disabling User Account Control....................................................................................................257
Verifying Administrative Privileges...............................................................................................258
Showing Hidden Files and Folders...............................................................................................259
Adjusting Visual Effects.................................................................................................................260
Adjusting the Hosts File.................................................................................................................262
Setting up File and Printer Sharing for Microsoft Networks.......................................................263
Disabling Additional Network Cards.............................................................................................264
Computer Power Options...............................................................................................................264
Setting Power Options for the Computer..........................................................................................264
Setting Power Options for the Network Card....................................................................................265
Setting Power Failure Options for the Computer..............................................................................265
Verifying Computer Locale............................................................................................................265
Verifying the Computer Name for the ADS...................................................................................267
Verifying That Your Computer Has Required Roles and Features Installed.............................269
Installing Required Roles and Features.......................................................................................272
Enabling ASP.NET...........................................................................................................................276
Checking for and Installing the Windows Software DST Update for Windows Server 2012 R2
and Windows Server 2012..............................................................................................................277
Configuring the Windows Firewall for Windows Server 2012 and Windows Server 2012 R2..278
Windows Server 2008 R2......................................................................................................285
Disabling User Account Control....................................................................................................286
Verifying Administrative Privileges...............................................................................................287
Showing Hidden Files and Folders...............................................................................................288
Adjusting Visual Effects.................................................................................................................289
Adjusting the Hosts File.................................................................................................................291
Setting up File and Printer Sharing for Microsoft Networks.......................................................292
Disabling Additional Network Cards.............................................................................................293
Web Browser...................................................................................................................................293
Verifying Your Computer Has a Supported Version of Internet Explorer Installed............................293
Installing the Internet Explorer Web Browser....................................................................................293
Computer Power Options...............................................................................................................294
Setting Power Options for the Computer..........................................................................................294
Setting Power Options for the Network Card....................................................................................294
Setting Power Failure Options for the Computer..............................................................................295

5
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Verifying Computer Locale............................................................................................................295
Verifying the Computer Name for the ADS...................................................................................297
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed...........................299
Installing IIS Version 7.5, ASP.NET, and SNMP............................................................................299
Verifying Your Computer Has Message Queuing Installed.........................................................300
Installing and Configuring HTTP Activation and Message Queuing Service............................301
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed...............................302
Installing SP1 for Windows Server 2008 R2.................................................................................302
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed.................................303
Installing Microsoft .NET Framework 3.5.1...................................................................................303
Enabling ASP.NET...........................................................................................................................304
Checking for and Installing the Windows Software DST Update for Windows Server 2008 R2.304
Configuring the Windows Firewall for Windows Server 2008 R2...............................................305
Windows Server 2008............................................................................................................312
Disabling User Account Control....................................................................................................312
Verifying Administrative Privileges...............................................................................................313
Showing Hidden Files and Folders...............................................................................................314
Setting up File and Printer Sharing for Microsoft Networks.......................................................314
Disabling Additional Network Cards.............................................................................................315
Web Browser...................................................................................................................................316
Verifying Your Computer Has a Supported Version of Internet Explorer Installed............................316
Installing Internet Explorer................................................................................................................316
Computer Power Options...............................................................................................................316
Setting Power Options for the Computer..........................................................................................316
Setting Power Options for the Network Card....................................................................................317
Setting Power Failure Options for the Computer..............................................................................317
Verifying Computer Locale............................................................................................................317
Verifying the Computer Name for the ADS...................................................................................318
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed...........................319
Installing IIS Version 7.0, ASP.NET, and SNMP............................................................................320
Verifying Your Computer Has HTTP Activation and Message Queuing Installed.....................321
Installing and Configuring HTTP Activation and Message Queuing Service............................321
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version) Installed..........323
Installing SP2 for Windows Server 2008 (32-Bit Version)...........................................................324
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed...................324
Installing Microsoft .NET Framework Version 3.5.1.....................................................................324
Enabling ASP.NET...........................................................................................................................324
Checking for and Installing the Windows Software DST Update for Windows Server 2008....325
Configuring the Windows Firewall for Windows Server 2008....................................................326
SQL Server Software.............................................................................................................330
Verifying Your Computer Has SQL Server Software Installed....................................................336
Installing or Upgrading SQL Server Software..............................................................................338
Updating SQL Server 2012 Software to SP2................................................................................342
Updating SQL Server 2008 R2 Software to SP2...........................................................................346
Installing Microsoft Report Viewer 2012 Redistributable Package............................................352
Installing Microsoft Report Viewer 2010 Redistributable Package............................................353
Configuring SQL Server Reporting Services for the Metasys Advanced Reporting
System....................................................................................................................................354
Creating a New SQL Server User..................................................................................................354
Configuring SQL Server Reporting Services...............................................................................356

6
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
SQL Server Reporting Services Language Support for the Metasys Advanced Reporting
System....................................................................................................................................364
Adding Language Support for SQL Server Reporting Services and the Metasys Advanced
Reporting System...........................................................................................................................364
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System........366
Setting the Distributed Transaction Coordinator Service to Start Automatically....................366
Configuring the Distributed Transaction Coordinator Service...................................................367
Verifying the SCT and Split ADX Computers Are Reachable.....................................................370
Configuring Windows Firewall for Windows 8.1, Windows 8, or Windows 7 on SCT Computer.372
Uninstalling the SCT Software Introduction........................................................................376
Uninstalling the SCT Software.......................................................................................................376
Uninstalling the ADS/ADX Software Introduction...............................................................379
Clearing Out Pending Event Messages from Message Queue...................................................379
Uninstalling the ADS/ADX Software..............................................................................................382
SCT Software..........................................................................................................................386
Installing the SCT Software...........................................................................................................387
Launching the SCT User Interface................................................................................................394
ADS and ADX Software.........................................................................................................398
Installing and Upgrading the ADS and ADX Software.................................................................400
Licensing the ADS and ADX Software..........................................................................................410
Installing Microsoft Silverlight 5....................................................................................................410
Launching the ADS/ADX SMP UI...................................................................................................410
ADS SMP UI.....................................................................................................................................411
ADX SMP UI.....................................................................................................................................413
Launching the Metasys Advanced Reporting System UI............................................................413
MVE Software.........................................................................................................................414
Installing MVE Software.................................................................................................................414
Uninstalling MVE Software............................................................................................................415
Licensing the MVE Software..........................................................................................................415
Launching the MVE ADX UI...........................................................................................................416
Verifying SQL Server Reporting Services Configuration...................................................416
Appendix: Installing Antivirus Software..............................................................................422
Installing and Configuring Symantec® Endpoint Protection Software.....................................422
Installing and Configuring McAfee VirusScan Enterprise Software..........................................430
Appendix: Upgrading from a Unified ADS/ADX to a Split ADX.........................................434
Upgrade Overview for a Unified ADS/ADX to Split ADX: Original ADS/ADX Computer Is Not Used
in the Split Configuration...............................................................................................................436
Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer Contains the SCT.439
Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer Becomes the Database
Server Computer.............................................................................................................................441
Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer Becomes the
Web/Application Server Computer................................................................................................444
Appendix: Upgrading from an ADS to an ADX...................................................................447
Appendix: Data Preservation During an Upgrade..............................................................449
In-Place Upgrade.............................................................................................................................449
Out-of-Place Upgrade.....................................................................................................................452
Appendix: Changing the ADS or ADX Name and the Computer Name on an ADS and Unified
ADX.........................................................................................................................................456
Overview of Changing the ADS or ADX Name and the Computer Name..................................456
Preparing the Computer.................................................................................................................456

7
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Using an Existing Archive or Creating a New Archive................................................................457
Uninstalling ADS or ADX and SCT Software................................................................................458
Renaming the Computer................................................................................................................458
Verifying SQL Server Software and Reporting Services.............................................................459
Reinstalling Metasys Software and Renaming the Site Director in Metasys Database Manager.459
Downloading the ADS or ADX ......................................................................................................459
Finalizing ADS or ADX Settings....................................................................................................460
Finalizing Launcher Settings.........................................................................................................461
Uploading ADS or ADX Name Changes to the SCT.....................................................................461
Verifying the Metasys Advanced Reporting System Is Working Properly................................462
Special Features....................................................................................................................463
Ready Access Portal Software......................................................................................................463
Split ADX..........................................................................................................................................463
Metasys Advanced Reporting System (ADX Only)......................................................................464
Metasys for Validated Environments (MVE), Extended Architecture (ADX Only)....................465
General Information and Troubleshooting..........................................................................466
Prerequisites Overview for Supported Releases.........................................................................466
Current Software Locations...........................................................................................................469
Metasys Software DVD Layout......................................................................................................470
Using Metasys System User Names and Passwords..................................................................471
Related Documentation..................................................................................................................471
Metasys System Help.....................................................................................................................472
Upgrade Considerations................................................................................................................472
General Troubleshooting...............................................................................................................475
Special Scenarios..................................................................................................................494
Adding MVE to an ADS/ADX..........................................................................................................494
Adding the Metasys Advanced Reporting System to an Existing ADS/ADX............................494
Changing the Database Referenced by the Metasys Advanced Reporting System................495
Metasys Advanced Reporting System Troubleshooting....................................................496
Index........................................................................................................................................501

8
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Welcome
Welcome to the Metasys® Release 7.0 ADS, ADX, and SCT Installation and Upgrade Instructions. The document
describes how to prepare your computer for accepting the ADS, ADX, and SCT software. It then covers how to install
and upgrade the software.
If you are installing ADS, ADX, or SCT software, continue with this section. If you are upgrading existing ADS, ADX,
or SCT software, see ADS, ADX, and SCT Upgrade.

ADS, ADX, and SCT Installation

Before installing the Metasys Release 7.0 software, you must know:
• Which operating system and version of Microsoft® SQL Server® software are you using?
• Which Metasys system products are you installing? This document covers the Application and Data Server
(ADS), Extended Application and Data Server (ADX), and System Configuration Tool (SCT). Installation of the
Metasys for Validated Environments (MVE) software is also included.
• Are you installing a unified or split system? (A unified system consists of Metasys software installed on one
computer. A split system consists of Metasys software installed between three computers: a web/application
computer, a database computer, and an SCT computer).
• What are the software prerequisites (Table 1) for installing Metasys system products?

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 9
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Prerequisite Software Checklist for Installation

Review Table 1 to verify that you have the computer software required to run Metasys system software. The table
also indicates where you can obtain each software component.
Note: The order of the components in Table 1 is not necessarily the order in which they should be installed. Follow
the steps for your specific scenario to ensure you install the components in the correct order.
Table 1: Prerequisite Software Checklist
Software Component Product Where to Obtain
Operating System (select one)
Windows 8.1 OS Pro and Windows 8.1 Enterprise ADS/SCT Microsoft Corporation
Editions (64-bit)
Windows® 8 OS Pro and Windows 8 Enterprise Editions ADS/SCT
(64-bit)
Windows® 7 OS Professional, Enterprise, and Ultimate ADS/SCT
Editions with SP1 (64-bit)
Windows® 7 OS Professional, Enterprise, and Ultimate ADS/SCT
Editions with SP1 (32-bit)
Windows Server 2012 R2 OS (64-bit) ADX/SCT
Windows Server 2012 OS (64-bit) ADX/SCT
Windows Server 2008 R2 OS (64-bit) Standard and ADX/SCT
Enterprise Editions with SP1
Windows Server 2008 OS (32-bit) Standard and ADX/SCT
Enterprise Editions with SP2
Operating System (OS) Components (select all)
Internet Information Services (IIS) (included with OS) ADS/ADX/SCT OS media
Microsoft Message Queuing (MSMQ) ADS/ADX/SCT
Miscellaneous (select all)
Daylight Saving Time (DST) Patch for OSs ADS/ADX/SCT http://www.microsoft.com/downloads
2
Windows Internet Explorer® 8, 9, 10, or 11 ADS/ADX/SCT http://www.microsoft.com/downloads
3 ADS/ADX/SCT ADS/ADX or SCT media
Windows Installer 4.5 or 5.0
4
Windows PowerShell® ADS/ADX/SCT Operating System Media
5 ADS/ADX/SCT http://www.microsoft.com/downloads
Microsoft .NET Framework 3.5 SP1 or 3.5.1
6
Microsoft Silverlight® 5.0 or higher ADS/ADX/SCT http://www.microsoft.com/silverlight
Database (select one)
Microsoft SQL Server® 2014 Express, 64-bit ADS/SCT ADS/ADX or SCT media
(Runtime Only Edition)
Microsoft Cumulative Update Package 3 (KB2984923)
7
for SQL Server 2014
Microsoft SQL Server® 2012 Express SP2, 64-bit
(Runtime Only Edition)
Microsoft SQL Server 2008 R2 Express SP2, 32-bit or
64-bit
(Runtime Only Edition)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 10
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 1: Prerequisite Software Checklist

Software Component Product Where to Obtain
Microsoft SQL Server 2014, 64-bit ADX/SCT Microsoft Corporation
(Standard or Enterprise Edition)
Microsoft Cumulative Update Package 3 (KB2984923)
7
for SQL Server 2014
Microsoft SQL Server 2012 SP2, 64-bit
(Standard or Enterprise Edition)
Microsoft SQL Server 2008 R2 SP2, 32-bit or 64-bit
(Standard or Enterprise Edition)
Database Tools
SQL Installer Tool ADS/SCT Johnson Controls® Branch Purchase Package

Microsoft SQL Server 2012 Management Studio Express ADS/SCT

8 ADS/ADX or SCT media
8
Microsoft SQL Server 2008 Management Studio Express
Reporting Services (select one based on SQL Server software)

Microsoft Report Viewer 2012 Redistributable Package ADX

9 ADS/ADX or SCT media
9
Microsoft Report Viewer 2010 Redistributable Package

1 Metasys system software does not support the touch screen interface that is featured in the Windows 8 and Windows 8.1
operating system.
2 If you use Internet Explorer 11, select the Use Microsoft compatibility lists options, found under Tools > Compatibility View
Settings, to ensure websites appear and function correctly.
3 Windows Installer 4.5 is native in Windows Server 2008. Windows Installer 5.0 is native in Windows 8.1, Windows 8, Windows
7, Windows Server 2012 R2, and Windows Server 2012.
4 Required for SQL Server 2014, SQL Server 2012 SP2, SQL Server 2008 R2, or SQL Server 2008 SP2 software (Standard
or Enterprise Edition) and SQL Server 2008 Management Studio Express software. PowerShell for Windows Server 2012,
Windows Server 2008 R2, Windows Server 2008, Windows 8, and Windows 7 are built-in features; no download required.
5 On Windows Server 2008, the required version of Microsoft .NET Framework is 3.5 SP1, which is installed as a separate
component. For Windows 8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server 2012, and Windows
Server 2008 R2, the required version is 3.5 or 3.5.1, which is installed as a Windows component.
6 Required for viewing Graphics+ files on Site Management Portal software clients.
7 Download package at http://support.microsoft.com/kb/2984923/.
8 A software database management tool for SQL Server Express software editions. The SQL Installer tool installs SQL Server
Management Studio for you if not present.
9 Required for reports generated by the Metasys Advanced Reporting System or Metasys Energy Essentials. Use Report
Viewer 2012 Redistribution Package for SQL Server 2014 or SQL Server 2012 SP2 software and Report Viewer 2010
Redistribution Package for SQL Server 2008 software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 11
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Recommended OS and SQL Server Combinations

The following table lists by operating system the SQL Server software editions that have been fully qualified by
Johnson Controls for Release 7.0. You can select other combinations, but we recommend that you select from the
following pairings.
Table 2: Recommended Operating System and SQL Server Combinations (Release 7.0)
Operating System Database Software
Desktop Computer Platform Server Computer Platform

SQL Server 2014, 64-bit

SQL Server 2012 SP2,

SQL Server 2008 R2

SQL Server 2008 R2

SQL Server 2008 R2

SQL Server 2008 R2

Express SP2, 64-bit

Express SP2, 64-bit

Express SP2, 32-bit

SQL Server 2014

SQL Server 2014

SQL Server 2012

Express, 64-bit

Express, 32-bit

SP2, 64-bit

SP2, 32-bit
64-bit
Windows 8.1 OS Pro x x x
and Windows 8.1
Enterprise Editions
Desktop

(64-bit)
Windows® 8 OS Pro x x x
and Windows 8
Enterprise Editions
(64-bit)
Windows® 7 OS x x x
Professional,
Enterprise, and
Ultimate Editions with
SP1 (64-bit)
Windows® 7 OS x x
Professional,
Enterprise, and
Ultimate Editions with
SP1 (32-bit)
Windows Server 2012 x x x
Server

R2 OS (64-bit)
Windows Server 2012 x x x
OS (64-bit)
Windows Server 2008 x x x
R2 OS (64-bit) with
SP1
Windows Server 2008 x
OS (32-bit) with SP2

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 12
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing a Stand-Alone SCT

Figure 1: Stand-Alone SCT Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the SCT software. See SCT Software.
5. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 13
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing SCT and ADS on the Same Computer

Figure 2: SCT and ADS on the Same Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
5. Install the SCT software. See SCT Software.
6. Install the ADS/ADX software. See ADS and ADX Software.
7. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
8. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
9. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 14
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing SCT and ADS on Different Computers

Figure 3: SCT and Unified ADS Configuration on Different Computers

Note: If you have installed a stand-alone SCT already, skip to ADS Computer (Step 2).

SCT Computer (Step 1)

Figure 4: SCT Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 15
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• Windows Server 2008 R2

• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the SCT software. See SCT Software.
5. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS Computer (Step 2)

Figure 5: ADS Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
5. Install the ADS/ADX software. See ADS and ADX Software.
6. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
7. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
8. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 16
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with the Metasys Advanced Reporting
System
Figure 6: SCT and Unified ADX with the Metasys Advanced Reporting System Configurations

To install the SCT and unified ADX with the Metasys Advanced Reporting System:
1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Database Engine Services, Reporting Services, and Management
Tools. See SQL Server Software.
3. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
4. Install support files if you plan to offer the UI in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
5. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
6. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
7. Install the SCT software. See SCT Software.
8. Create the SCT archive database with a Site object in it. No other content is required at this time. Note the name
of this archive database. You need to specify this name when you install ADX software in the next step.
9. Install the ADS/ADX software, specifying the SCT archive database you created in the previous step in the
Archive DB Name field. See ADS and ADX Software.
10. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
11. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
12. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 17
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with MVE on the Same Computer
Figure 7: SCT and Unified ADX with MVE Configurations

To install the SCT and unified ADX with MVE:

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
5. Install the SCT software. See SCT Software.
6. Install the ADS/ADX software. See ADS and ADX Software.
7. Install the MVE software. See MVE Software.
8. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
9. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 18
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with MVE and the Metasys Advanced
Reporting System
Figure 8: SCT and Unified ADX with MVE and the Metasys Advanced Reporting System Configurations

To install the SCT and unified ADX with MVE and the Metasys Advanced Reporting System:
1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Database Engine Services, Reporting Services, and Management
Tools. See SQL Server Software.
3. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
4. Install support files if you plan to offer the UI in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
5. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
6. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
7. Install the SCT software. See SCT Software.
8. Create the SCT archive database with a Site object in it. No other content is required at this time. Note the name
of this archive database. You need to specify this name when you install ADX software in the next step.
9. Install the ADS/ADX software, specifying the SCT archive database you created in the previous step in the
Archive DB Name field. See ADS and ADX Software.
10. Install the MVE software. See MVE Software.
11. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
12. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 19
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX on the Same Computer

Figure 9: SCT and Unified ADX Configurations

To install the SCT and unified ADX:

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
5. Install the SCT software. See SCT Software.
6. Install the ADS/ADX software. See ADS and ADX Software.
7. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
8. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
9. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 20
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with MVE on Different Computers
Figure 10: SCT and Unified ADX Configuration with MVE

Note: If you have installed a stand-alone SCT already, go to ADX Computer (Step 2).

SCT Computer (Step 1)

Figure 11: SCT Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 21
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• Windows Server 2008 R2

• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the SCT software. See SCT Software.
5. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADX Computer (Step 2)

Figure 12: ADX Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
4. Install the ADS/ADX software. See ADS and ADX Software.
5. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
6. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 22
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX on Different Computers

Figure 13: SCT and Unified ADX Configuration

SCT Computer (Step 1)

Figure 14: SCT Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 23
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the SCT software. See SCT Software.
5. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADX Computer (Step 2)

Figure 15: ADX Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
5. Install the ADS/ADX software. See ADS and ADX Software.
6. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).
7. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
8. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 24
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Split ADX with the Metasys Advanced Reporting System
Figure 16: SCT and Split ADX Configuration with Metasys Advanced Reporting System

SCT Computer (Step 1)

Figure 17: SCT Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 25
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• Windows Server 2008 R2

• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
4. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
5. Install the SCT software. See SCT Software.
6. Create the SCT archive database with a Site object in it. No other content is required at this time. Note the name
of this archive database (DB). You need to specify this name when you install ADX software in a future step
(Step 8 of Web/Application Server Computer (Step 3)).
7. If you choose to install the Ready Access Portal software on the SCT computer, do so now. Refer to the Installing
Ready Access Portal Software section in the Ready Access Portal Installation Instructions (LIT-12011523).
If you do not install the Ready Access Portal software on the SCT computer, you can install the Ready Access
Portal later on the web/application server computer of the split ADX.

Database Server Computer (Step 2)

Figure 18: Database Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
Note: IIS and Message Queuing (MSMQ) are not required, so you may skip the instructions for installing those
components on the database server computer.
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 26
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

4. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
5. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).

Web/Application Server Computer (Step 3)

Figure 19: Web/Application Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Reporting Services and Management Tools. See SQL Server
Software.
3. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
4. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
5. Install support files if you plan to offer the UI in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
6. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
7. Install the ADX software, specifying the SCT archive database in the Archive DB Name field that you created
when you installed SCT software (Step 8 of SCT Computer (Step 1)).
See ADS and ADX Software.
8. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
9. If you did not install the Ready Access Portal software on the SCT computer, you can install the Ready Access
Portal on the web/application server computer of the split ADX. During installation, make sure you select the

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 27
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADX database server in the Database Server window of the Ready Access Portal installation. Refer to the
Installing Ready Access Portal Software section in the Ready Access Portal Installation Instructions
(LIT-12011523).
10. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

Installing the SCT and Split ADX with MVE

Figure 20: SCT and Split ADX Configuration with MVE

SCT Computer (Step 1)

Figure 21: SCT Configurations

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 28
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the SCT software. See SCT Software.

Database Server Computer (Step 2)

Figure 22: Database Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
Note: IIS and Message Queuing (MSMQ) are not required, so you may skip the instructions for installing those
components on the database server computer.
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 29
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 3)

Figure 23: Web/Application Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
3. Install the ADS/ADX software. See ADS and ADX Software.
4. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
5. Install the MVE software. See MVE Software.
6. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 30
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Split ADX with MVE and the Metasys Advanced
Reporting System
Figure 24: SCT and Split ADX Configuration with MVE and Metasys Advanced Reporting System

SCT Computer (Step 1)

Figure 25: SCT Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 31
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• Windows Server 2012 R2 and Windows Server 2012

• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
4. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
5. Install the SCT software. See SCT Software.
6. Create the SCT archive database with a Site object in it. No other content is required at this time. Note the name
of this archive database (DB). You need to specify this name when you install ADX software in a future step
(Step 8 of Web/Application Server Computer (Step 3)).
7. If you choose to install the Ready Access Portal software on the SCT computer, do so now. Refer to the Installing
Ready Access Portal Software section in the Ready Access Portal Installation Instructions (LIT-12011523).
If you do not install the Ready Access Portal software on the SCT computer, you can install the Ready Access
Portal later on the web/application server computer of the split ADX.

Database Server Computer (Step 2)

Figure 26: Database Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
Note: IIS and Message Queuing (MSMQ) are not required, so you may skip the instructions for installing those
components on the database server computer.
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 32
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

4. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
5. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).

Web/Application Server Computer (Step 3)

Figure 27: Web/Application Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software with Reporting Services and Management Tools. See SQL Server
Software.
3. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
4. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
5. Install support files if you plan to offer the UI in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
6. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
7. Install the ADX software, specifying the SCT archive database in the Archive DB Name field that you created
when you installed SCT software (Step 8 of SCT Computer (Step 1)).
8. Install the MVE software. See MVE Software.
9. If you did not install the Ready Access Portal software on the SCT computer, you can install the Ready Access
Portal on the web/application server computer of the split ADX. During installation, make sure you select the
ADX database server in the Database Server window of the Ready Access Portal installation. Refer to the

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 33
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing Ready Access Portal Software section in the Ready Access Portal Installation Instructions
(LIT-12011523).
10. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

Installing the SCT and Split ADX

Figure 28: SCT and Split ADX Configuration

SCT Computer (Step 1)

Figure 29: SCT Configurations

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 34
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Install supported SQL Server software. See SQL Server Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the SCT software. See SCT Software.
5. Install the Ready Access Portal. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Installation Instructions (LIT-12011523).

Database Server Computer (Step 2)

Figure 30: Database Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
Note: IIS and Message Queuing (MSMQ) are not required, so you may skip the instructions for installing those
components on the database server computer.
2. Install supported SQL Server software with Database Engine Services and Management Tools. See SQL Server
Software.
3. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 35
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 3)

Figure 31: Web/Application Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
3. Install the ADS/ADX software. See ADS and ADX Software.
4. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
5. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation Steps 36
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS, ADX, and SCT Upgrade

Before upgrading to the Metasys Release 7.0 software, you must know:
• Which operating system and version of Microsoft SQL Server software are you using?
• Which Metasys system products are you upgrading?
• Are you upgrading a unified or split system? (A unified system consists of Metasys software installed on one
computer. A split system consists of Metasys software installed between three computers: a web/application
computer, a database computer, and an SCT computer.)
• What are the software prerequisites (Prerequisite Software Checklist for Upgrades) for upgrading Metasys system
products?
• Do you need to take special steps before upgrading? See Upgrade Considerations and the notes in this section.
This document covers the instructions for deploying all valid software combinations from the products that we support.
For more detail on supported products, see Prerequisites Overview for Supported Releases and Current Software
Locations.
If you have other Metasys software on your network, including the Ready Access Portal software or Metasys
Advanced Reporting System and Energy Essentials:
If you have other Metasys software installed on your network, consult the literature for those products before you
upgrade your ADS/ADX or SCT.
For example, the Ready Access Portal software has different upgrade instructions depending on whether or not it
shares a computer with other Metasys software. Refer to the Ready Access Portal Software Installation Instructions
(LIT-12011523).
If you have Metasys Advanced Reporting System with or without Energy Essentials, during the upgrade be sure to
back up the MetasysReporting database, which contains all custom report definitions. Do not delete the
MetasysReporting database when prompted.
If you have customized Metasys preferences:
Metasys preferences do not persist after an upgrade. To preserve your preferences during an upgrade, be sure to
save your preference files to a safe location before the upgrade and then move the files back to the appropriate
location after the upgrade is complete. Refer to the ADS/ADX Commissioning Guide (LIT-1201645) or the NAE
Commissioning Guide (LIT-1201519) for details.
If you have customized .config or properties files:
If you have customized files manually for your system, be sure to note those customizations before you upgrade.
When you upgrade, these files are overwritten and you lose your custom settings. After the upgrade, be sure to
reapply your custom settings.
Note: When upgrading, do not replace the new customization file with a copy of the old file. Other settings in the
file may have been changed to improve system performance or support new features. Instead of replacing
the new file with a copy of the old one, reapply the custom settings in the new file.
The .config files contain custom Metasys network settings for features including serial printing Destination Delivery
Agent (DDA) settings for an Nework Automation Engine (NAE), the Metasys Advanced Reporting System ADX, and
the Action Queue in SCT. Literature for each specific product covers customization procedures, or you may have
been directed to update files by support personnel. Examples of .config files you may have customized include
web.config and ActionQueue.exe.config.
Properties files contain information related to name resolution and other system settings. Make sure you re-apply
any line changes to the new frameworkproperties.properties file after the upgrade is complete.
If your ADS/ADX users also have access to SCT:
ADS/ADX users who also have access to SCT do not migrate to the upgraded version of SCT as they have in
previous Metasys releases, because the SCT security database is now separate from the ADS/ADX security database.
Record all SCT users before upgrading, then reapply these users in the Security Administrator tool in SCT after the
upgrade is complete. You must also reapply customized roles and active directory information.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 37
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Prerequisite Software Checklist for Upgrades

Review Table 3 to verify that you have the computer software required to upgrade Metasys system software. The
table also indicates where you can obtain each software component. For a contents list of the Metasys software
DVD, see Metasys Software DVD Layout.
Note: The order of the components in Table 3 is not necessarily the order in which they should be installed. Follow
the steps for your specific scenario to ensure you install the components in the correct order.
Table 3: Prerequisite Software Checklist
Software Component Product Where to Obtain
Operating System (select one)
Windows 8.1 OS Pro and Windows 8.1 Enterprise ADS/SCT Microsoft Corporation
Editions (64-bit)
Windows® 8 OS Pro and Windows 8 Enterprise Editions ADS/SCT
(64-bit)
Windows® 7 OS Professional, Enterprise, and Ultimate ADS/SCT
Editions with SP1 (64-bit)
Windows® 7 OS Professional, Enterprise, and Ultimate ADS/SCT
Editions with SP1 (32-bit)
Windows Server 2012 R2 OS (64-bit) ADX/SCT
Windows Server 2012 OS (64-bit) ADX/SCT
Windows Server 2008 R2 OS (64-bit) Standard and ADX/SCT
Enterprise Editions with SP1
Windows Server 2008 OS (32-bit) Standard and ADX/SCT
Enterprise Editions with SP2
Operating System Components (select all)
Internet Information Services (IIS) (included with OS) ADS/ADX/SCT Operating System Media
Microsoft Message Queuing (MSMQ) ADS/ADX/SCT
ADS/ADX/SCT
Daylight Saving Time (DST) Patch for OSs ADS/ADX/SCT http://www.microsoft.com/downloads
2 ADS/ADX/SCT http://www.microsoft.com/downloads
Windows Internet Explorer 8, 9, 10, or 11
3 ADS/ADX/SCT ADS/ADX or SCT media
Windows Installer 4.5 or 5.0
4 ADS/ADX/SCT Operating System Media
Windows PowerShell
5 ADS/ADX/SCT http://www.microsoft.com/downloads
Microsoft .NET Framework 3.5 SP1 or 3.5.1
6 ADS/ADX/SCT http://www.microsoft.com/silverlight
Microsoft Silverlight 5.0 or higher
Database (select one)
Microsoft SQL Server 2014 Express, 64-bit ADS/SCT ADS/ADX or SCT media
(Runtime Only Edition)
Microsoft Cumulative Update Package 3 (KB2984923)
7
for SQL Server 2014
Microsoft SQL Server 2012 Express SP2, 64-bit
(Runtime Only Edition)
Microsoft SQL Server 2008 R2 Express SP2, 32-bit or
64-bit
(Runtime Only Edition)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 38
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 3: Prerequisite Software Checklist
Software Component Product Where to Obtain
Microsoft SQL Server 2014, 64-bit Microsoft Corporation
(Standard or Enterprise Edition)
Microsoft Cumulative Update Package 3 (KB2984923)
7
for SQL Server 2014
Microsoft SQL Server 2012 SP2, 64-bit
(Standard or Enterprise Edition)
Microsoft SQL Server 2008 R2 Express SP2, 32-bit or
64-bit
(Runtime Only Edition)
Database Tools
SQL Installer Tool ADS/SCT Johnson Controls® Branch Purchase Package

Microsoft SQL Server 2008 Management Studio Express ADS/SCT

8 ADS/ADX or SCT media
8
Microsoft SQL Server 2012 Management Studio Express
Reporting Services (select one based on SQL Server software)
9
Microsoft Report Viewer 2012 Redistributable Package
9
Microsoft Report Viewer 2010 Redistributable Package

1 Metasys system software does not support the touch screen interface that is featured in the Windows 8 and Windows 8.1
operating system.
2 If you use Internet Explorer 11, select the Use Microsoft compatibility lists options, found under Tools > Compatibility View
Settings, to ensure websites appear and function correctly.
3 Windows Installer 4.5 is native in Windows Server 2008. Windows Installer 5.0 is native in Windows 8.1, Windows 8, Windows
7, Windows Server 2012 R2, and Windows Server 2012.
4 Required for SQL Server 2012 SP2, SQL Server 2008 R2, or SQL Server 2008 SP2 software (Standard or Enterprise Edition)
and SQL Server 2008 Management Studio Express software.
5 On all supported Windows versions except Windows 8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server
2012, and Windows Server 2008 R2, the required version of Microsoft .NET Framework is 3.5 SP1, which is installed as a
separate component. For Windows 8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server 2012, and
Windows Server 2008 R2, the required version is 3.5 or 3.5.1, which is installed as a Windows component.
6 Required for viewing Graphics+ files on Site Management Portal software clients.
7 Download package at http://support.microsoft.com/kb/2984923/.
8 A software database management tool for SQL Server Express software editions. The SQL Installer tool installs SQL Server
Management Studio for you if not present.
9 Required for reports generated by the Metasys Advanced Reporting System or Metasys Energy Essentials. Use Report
Viewer 2012 Redistribution Package for SQL Server 2012 SP2 software and Report Viewer 2010 Redistribution Package
for SQL Server 2008 software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 39
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading a Stand-Alone SCT

Figure 32: Stand-Alone SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
5. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 40
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

6. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
7. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
8. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
9. Verify or upgrade to supported SQL Server software. See SQL Server Software.
10. Install the new version of SCT software. See Installing the SCT Software.
11. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
12. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
13. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
14. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
15. If you have NAEs/NIEs, update the NAE/NIE devices that you want to upgrade to Release 7.0, updating the
Site Director first (if an NAE/NIE is used as the Site Director).
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release
(except the Site Director). The SCT now supports devices at multiple Metasys software releases, beginning
with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 41
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading SCT and ADS on the Same Computer

Figure 33: SCT and ADS on the Same Computer Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
4. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
5. Make a copy of each historical database backup file and archive backup file and store them in a safe location.
This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.
6. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 42
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

7. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
8. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
9. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
10. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
11. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
12. Restart the computer.
13. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
14. Verify or upgrade to supported SQL Server software. See SQL Server Software.
15. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
16. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager in Expert mode and restore the historical databases you backed up in a previous step. See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
17. Install the new version of SCT software. See Installing the SCT Software.
18. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
19. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 43
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

20. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
21. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See
ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
22. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
23. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.
24. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
25. If you have NAEs/NIEs, update the NAE/NIE devices that you want to upgrade to Release 7.0.
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release
(except the Site Director). The SCT now supports devices at multiple Metasys software releases, beginning
with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
26. If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs.
The download also restores the Security System database.
27. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
28. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
29. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

Upgrading SCT and ADS on Different Computers

Figure 34: SCT and ADS Configuration on Different Computers

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 44
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 1)

Figure 35: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 45
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Make a copy of each historical database backup file and archive backup file and store them in a safe location.
This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.
7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
9. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
10. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
11. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
12. Verify or upgrade to supported SQL Server software. See SQL Server Software.
13. Install the new version of SCT software. See Installing the SCT Software.
14. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
15. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 46
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
16. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
17. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
18. Create a full disk image backup of the computer's hard drive to external media after upgrading SCT software
(optional but recommended).

ADS Computer (Step 2)

Figure 36: ADS Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
4. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
5. Restart the computer.
6. Verify the required operating system and service pack, then verify all other necessary operating system
components.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 47
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

See one of the following sections:

• Windows 8.1 and Windows 8
• Windows 7
7. Verify or upgrade to supported SQL Server software. See SQL Server Software.
8. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
9. If you are performing an in-place upgrade, go to the next step. If you are performing an out-of-place upgrade,
start the Metasys Database Manager and restore the historical databases you backed up in Step 5 of SCT
Computer (Step 1).
See Appendix: Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database
Manager Help (LIT-12011202).
10. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See
ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
11. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
12. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
13. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

SCT Computer (Step 3)

1. Download the Site Director archive database from the SCT to the Site Director ADX.
Refer to Database Uploading, Downloading, and Synchronization in the Metasys® SCT Help (LIT-12011964)
for information on downloading.
2. Download the archive databases from the SCT to the other ADSs/ADXs. The download now includes the Security
System database.

NAEs/NIEs (Step 4)
If you have NAEs/NIEs, update all NAE/NIE devices that you want to upgrade to Release 7.0. If you are upgrading
from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). The
SCT now supports devices at multiple Metasys software releases, beginning with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 5)

If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs. The
download also restores the Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 48
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Unified ADX with the Metasys Advanced Reporting
System
Figure 37: SCT and Unified ADX with the Metasys Advanced Reporting System Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Make a copy of each historical database backup file and archive backup file and store them in a safe location.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 49
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.
7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
10. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
11. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
12. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
13. Restart the computer.
14. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
15. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
16. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
17. Install support files if the job site requires Metasys software in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
18. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
19. If you are performing an in-place upgrade, go to the next step. If you are performing an out-of-place upgrade,
start the Metasys Database Manager and restore the historical databases you backed up in Step 5.
See Appendix: Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database
Manager Help (LIT-12011202).
20. Install the new version of SCT software. See Installing the SCT Software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 50
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

21. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
22. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
23. Restart the computer.
24. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field that is
used with the Metasys Advanced Reporting System. See ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
25. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
26. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.
27. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
28. If you have NAEs/NIEs, update the NAE/NIE devices that you want to upgrade to Release 7.0.
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release
(except the Site Director). The SCT now supports devices at multiple Metasys software releases, beginning
with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
29. If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs,
updating the Site Director first (if an NAE/NIE is used as the Site Director). The download also restores the
Security System database.
30. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
31. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
32. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 51
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Unified ADX with MVE on the Same Computer
Figure 38: SCT and Unified ADX with MVE Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Make a copy of each historical database backup file and archive backup file and store them in a safe location.
This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 52
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the existing MVE software. See Uninstalling MVE Software.
10. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
11. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
12. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
13. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
14. Restart the computer.
15. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
16. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
17. Install support files if the job site requires Metasys software in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
18. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
19. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager in Expert mode and restore the historical databases you backed up in a previous step. See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
20. Install the new version of SCT software. See Installing the SCT Software.
21. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 53
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

22. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
23. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
24. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See
ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
25. Install the MVE software. See MVE Software.
26. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
27. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.
28. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
29. If you have NAEs/NIEs, update the NAE/NIE devices that you want to upgrade to Release 7.0.
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release
(except the Site Director). The SCT now supports devices at multiple Metasys software releases, beginning
with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
30. If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs,
updating the Site Director first (if an NAE/NIE is used as the Site Director). The download also restores the
Security System database.
31. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
32. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 54
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Unified ADX with MVE and the Metasys Advanced
Reporting System
Figure 39: SCT and Unified ADX with MVE and the Metasys Advanced Reporting System Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Make a copy of each historical database backup file and archive backup file and store them in a safe location.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 55
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.
7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the existing MVE software. See Uninstalling MVE Software.
10. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
11. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
12. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
13. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
14. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
15. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
16. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
17. Install support files if the job site requires Metasys software in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
18. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
19. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager in Expert mode and restore the historical databases you backed up in a previous step. See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
20. Install the new version of SCT software. See Installing the SCT Software.
21. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 56
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

22. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
23. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
24. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field that is
used with the Metasys Advanced Reporting System. See ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
25. Install the MVE software. See MVE Software.
26. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
27. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.
28. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
29. If you have NAEs/NIEs, update the NAE/NIE devices that you want to upgrade to Release 7.0.
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release
(except the Site Director). The SCT now supports devices at multiple Metasys software releases, beginning
with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
30. If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs.
The download also restores the Security System database.
31. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
32. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 57
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Unified ADX on the Same Computer

Figure 40: SCT and Unified ADX Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Make a copy of each historical database backup file and archive backup file and store them in a safe location.
This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 58
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
10. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
11. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
12. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
13. Restart the computer.
14. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
15. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
16. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
17. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager in Expert mode and restore the historical databases you backed up in a previous step. See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
18. Install the new version of SCT software. See Installing the SCT Software.
19. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
20. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 59
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
21. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
22. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See
ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
23. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
24. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.
25. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
26. If you have NAEs/NIEs, update the NAE/NIE devices that you want to upgrade to Release 7.0, updating the
Site Director first (if an NAE/NIE is used as the Site Director).
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release
(except the Site Director). The SCT now supports devices at multiple Metasys software releases, beginning
with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
27. If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs.
The download also restores the Security System database.
28. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
29. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
30. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 60
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Unified ADX with MVE on Different Computers
Figure 41: SCT and Unified ADX Configuration with MVE

SCT Computer (Step 1)

Figure 42: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 61
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
7. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
10. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
11. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
12. Verify or upgrade to supported SQL Server software. See SQL Server Software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 62
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

13. Install the new version of SCT software. See Installing the SCT Software.
14. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
15. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
16. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
17. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
18. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
19. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADX Computer (Step 2)

Figure 43: ADX Configurations

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 63
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
4. Uninstall the existing MVE software. See Uninstalling MVE Software.
5. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
6. Restart the computer.
7. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
8. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
9. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
10. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager and restore the historical databases you backed up in Step 5 of SCT Computer (Step 1). See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
11. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See
ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
12. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
13. Install the MVE software. See MVE Software.
14. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

SCT Computer (Step 3)

1. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
2. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.
ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 64
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

NAEs/NIEs (Step 4)
If you have NAEs/NIEs, update all NAE/NIE devices that you want to upgrade to Release 7.0. If you are upgrading
from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). The
SCT now supports devices at multiple Metasys software releases, beginning with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 5)

1. If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs. The
download also restores the Security System database.
2. Reinstall the Ready Access Portal software if previously removed.
Refer to the Ready Access Portal Software Installation Instructions (LIT-12011523).

Upgrading the SCT and Unified ADX on Different Computers

Figure 44: SCT and Unified ADX Configuration

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 65
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 1)

Figure 45: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 66
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
7. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
10. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
11. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
12. Verify or upgrade to supported SQL Server software. See SQL Server Software.
13. Install the new version of SCT software. See Installing the SCT Software.
14. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
15. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 67
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
16. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
17. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
18. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
19. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADX Computer (Step 2)

Figure 46: ADX Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
4. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
5. Restart the computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 68
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

6. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
7. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
8. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
9. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager and restore the historical databases you backed up in Step 5 of SCT Computer (Step 1). See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
10. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See
ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
11. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
12. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
13. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

SCT Computer (Step 3)

1. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
2. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.

NAEs/NIEs (Step 4)
If you have NAEs/NIEs, update all NAE/NIE devices that you want to upgrade to Release 7.0. If you are upgrading
from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). The
SCT now supports devices at multiple Metasys software releases, beginning with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 5)

If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs. The
download also restores the Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 69
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Split ADX with the Metasys Advanced Reporting
System
Figure 47: SCT and Split ADX Configuration with Metasys Advanced Reporting System

SCT Computer (Step 1)

Figure 48: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 70
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
4. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
5. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
6. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
7. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
8. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
10. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 71
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

11. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
12. Verify or upgrade to supported SQL Server software. See SQL Server Software.
13. Install the new version of SCT software. See Installing the SCT Software.
14. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
15. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
16. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
17. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
18. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
19. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 72
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Database Server Computer (Step 2)

Figure 49: Database Server Computer Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
4. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
5. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
6. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
7. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager and restore the historical databases you backed up in Step 6 of SCT Computer (Step 1). See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
8. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 73
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 3)

Figure 50: Web/Application Server Computer Configurations

1. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
2. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
3. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
4. Restart the computer.
5. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
6. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field. See ADS
and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs, upgrade
them after the Site Director.
7. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
8. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
9. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

SCT Computer (Step 4)

1. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 74
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
2. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.

NAEs/NIEs (Step 5)
If you have NAEs/NIEs, update all NAE/NIE devices that you want to upgrade to Release 7.0. If you are upgrading
from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). The
SCT now supports devices at multiple Metasys software releases, beginning with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 6)

If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs, updating
the Site Director first (if an NAE/NIE is used as the Site Director). The download also restores the Security System
database.

Upgrading the SCT and Split ADX with MVE

Figure 51: SCT and Split ADX Configuration with MVE

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 75
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 1)

Figure 52: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 76
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
7. Verify or upgrade to supported SQL Server software. See SQL Server Software.
8. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
9. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
10. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
11. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
12. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
13. Verify or upgrade to supported SQL Server software. See SQL Server Software.
14. Install the new version of SCT software. See Installing the SCT Software.
15. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
16. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 77
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
17. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
18. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
19. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
20. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Database Server Computer (Step 2)

Figure 53: Database Server Computer Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
4. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 78
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

5. Upgrade Metasys Database Manager.

Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
6. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager and restore the historical databases you backed up in Step 5 of SCT Computer (Step 1). See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
7. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Web/Application Server Computer (Step 3)

Figure 54: Web/Application Server Computer Configurations

1. Verify or install a supported operating system with required service pack, then install and configure all other
necessary operating system components. See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
2. Create a full disk image backup of the computer's hard drive to external media before installing Metasys software
(optional but recommended).
3. Install the ADS/ADX software. See ADS and ADX Software.
4. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
5. Install the MVE software. See MVE Software.
6. Create a full disk image backup of the computer's hard drive to external media after installing Metasys software
(optional but recommended).

SCT Computer (Step 4)

1. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
2. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 79
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

NAEs/NIEs (Step 5)
If you have NAEs/NIEs, update all NAE/NIE devices that you want to upgrade to Release 7.0. If you are upgrading
from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). The
SCT now supports devices at multiple Metasys software releases, beginning with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 6)

If you have NAEs/NIEs, download the archive database you just upgraded from the SCT to the NAE/NIEs. The
download now includes the Security System database.

Upgrading the SCT and Split ADX with MVE and the Metasys Advanced
Reporting System
Figure 55: SCT and Split ADX Configuration with MVE and Metasys Advanced Reporting System

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 80
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 1)

Figure 56: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
5. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 81
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

6. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
9. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
10. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
11. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
12. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
13. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
14. Verify or upgrade to supported SQL Server software. See SQL Server Software.
15. Install the new version of SCT software. See Installing the SCT Software.
16. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 82
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

17. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,
while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
18. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
19. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
20. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
21. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Database Server Computer (Step 2)

Figure 57: Database Server Computer Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 83
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
4. Verify or upgrade to supported SQL Server software with Database Engine Services, Reporting Services, and
Management Tools. See SQL Server Software.
5. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
6. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
7. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager in Expert mode and restore the historical databases you backed up in Step 6 of SCT Computer (Step
1). See Appendix: Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys
Database Manager Help (LIT-12011202).
8. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Web/Application Server Computer (Step 3)

Figure 58: Web/Application Server Computer Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 84
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
3. Uninstall the existing MVE software. See Uninstalling MVE Software.
4. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
5. Restart the computer.
6. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
7. Verify or upgrade to supported SQL Server software with Reporting Services and Management Tools. See SQL
Server Software.
8. Verify that SQL Server Reporting Services is configured properly.
See Verifying SQL Server Reporting Services Configuration.
9. Perform Metasys Advanced Reporting System adjustments.
See Configuring the SCT and Split ADX for the Metasys Advanced Reporting System.
10. Install support files if the job site requires Metasys software in languages other than English.
See SQL Server Reporting Services Language Support for the Metasys Advanced Reporting System.
11. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field that is
used with the Metasys Advanced Reporting System. See ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs,
upgrade them after the Site Director.
12. Install the MVE software. See MVE Software.
13. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
14. Restart the computer.
15. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

SCT Computer (Step 4)

1. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
2. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 85
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

NAEs/NIEs (Step 5)
If you have NAEs/NIEs, update all NAE/NIE devices that you want to upgrade to Release 7.0. If you are upgrading
from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). The
SCT now supports devices at multiple Metasys software releases, beginning with Release 5.2.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 6)

If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs, updating
the Site Director first (if an NAE/NIE is used as the Site Director). The download also restores the Security System
database.

Upgrading the SCT and Split ADX

Figure 59: SCT and Split ADX Configuration

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 86
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 1)

Figure 60: SCT Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Upload and backup all ADS/ADX and NAE/NIE archive databases to the existing SCT.
Refer to Database Uploading, Downloading, and Synchronization of Metasys® SCT Help (LIT-12011964) and
the SCT Technical Bulletin (LIT-1201534) for the current release.
3. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT.
Refer to Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964) for the current release.
4. Stop the Metasys III Device Manager service on the ADS/ADX computer as follows:
• If you have Windows 8.1, Windows 8, or Windows 7, open Control Panel and click System and Security >
Administrative Tools. In the right pane, double-click Services. In the Services window, right-click Metasys
III Device Manager and click Stop.
This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the
upgrade.
5. Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. Refer
to Backing Up a Database in the Metasys Database Manager Help (LIT-12011202). The historical databases
you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and annotation
(JCIItemAnnotation). Also, back up the reporting (MetasysReports) database if present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 87
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not currently installed on the ADS/ADX, install the release of the
Metasys Database Manager that matches the release of the ADS/ADX currently installed.
6. Make a copy of each historical database backup file and archive backup file and store them in a safe location.
This step is only intended as a precaution in case you need to revert to the old SQL Server software version
and the old ADS/ADX software release.
7. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
8. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows 8.1 and Windows 8
• Windows 7
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
9. Uninstall the Ready Access Portal software if it is currently installed. You install the newer version of the Ready
Access Portal software in a later step.
Refer to the Uninstalling Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
10. Uninstall the NAE/NIE Update Tool if present. You reinstall the NAE/NIE Update Tool to the newest release in
a later step after you install SCT to the same release. This uninstall step is required when both tools are installed
on the same computer because the version of the NAE/NIE Update Tool must match the version of SCT.
11. Log in to SCT and open the Security Administrator tool (Tools > Administrator). In Security Administrator, record
all roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded
SCT. All customized roles and user accounts are lost when you uninstall SCT in the next step. For easy recall
later, you may find it helpful to use the computer's print screen function to capture the user access permissions
and other information for each role.
12. Uninstall the existing SCT software. Beginning at Release 7.0, the SCT and ADS/ADX security databases are
separated, so an SCT upgrade option is not available. See Uninstalling the SCT Software.
13. Verify or upgrade to supported SQL Server software. See SQL Server Software.
14. Install the new version of SCT software. See Installing the SCT Software.
15. Start SCT from the Launcher or the Metasys SCT shortcut. Log in with the MetasysSysAgent user and default
password.
Refer to Launcher Help (LIT-12011724).
16. Open the archive database with SCT by clicking Item > Open Archive.
• If the archive database is not listed, use SCT to restore the database (Tools > Database > Restore Backup).
After the restore completes, open the archive by clicking Item > Open Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier, a message to upgrade the archive to this Metasys system release
appears. Click Upgrade to upgrade the archive to the new release.
• If the archive is Release 5.2 or later, a message appears that asks whether to upgrade the archive or upgrade
the archive and devices. This choice provides the option of upgrading only the archive to the new release,

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 88
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

while keeping the supervisory devices at the current release. Click Upgrade Archive or Upgrade Archive
and Devices.
Note: If you click Upgrade Archive, you need to upgrade the ADS/ADX server and NAEs/NIEs in a separate
step. In SCT, click Tools > Manage Archives > Upgrade Device. Click Next and add the ADS/ADX server
or NAE/NIE to the Select Devices list. Complete the steps in the Manage Archive Wizard.
17. Using SCT, open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all
roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create
a new limited set of SCT users). If you made screen shots of the SCT roles and users in an earlier step, use
these screens as a guide for adding the roles and user accounts to SCT.
18. Install the newer version of the Ready Access Portal software if previously removed.
Refer to the Installing Ready Access Portal Software section in the Ready Access Portal Software Installation
Instructions (LIT-12011523).
19. Install the NAE/NIE Update Tool if previously removed. Make sure that the version of the NAE/NIE Update Tool
you are installing matches the version of SCT to which you upgraded in a previous step. When both tools are
installed on the same computer, the version of each must match.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).
20. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Database Server Computer (Step 2)

Figure 61: Database Server Computer Configurations

1. If the SQL Server system administrator (sa) password is still set to the default password that was suggested in
literature at Release 5.2 or earlier, for increased security, change the password in SQL Server. To perform this
task, start SQL Server Management Studio and log in using SQL Server Authentication. In Object Explorer,
expand Security > Logins. Right-click the sa user and select Properties. In the Login Properties window, change
the password, then click OK.
2. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
3. Verify the required operating system and service pack, then verify all other necessary operating system
components.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 89
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

See one of the following sections:

• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008
Note: IIS and Message Queuing (MSMQ) are not required, so you may skip the instructions for installing those
components on the database server computer.
4. Verify or upgrade to supported SQL Server software with Database Engine Services and Management Tools.
See SQL Server Software.
5. Upgrade Metasys Database Manager.
Refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
6. If you are performing an in-place upgrade (retaining the operating system), go to the next step.
If you are performing an out-of-place upgrade (replacing the operating system), start the Metasys Database
Manager and restore the historical databases you backed up in Step 5 of SCT Computer (Step 1). See Appendix:
Data Preservation During an Upgrade and refer to Restoring a Database in the Metasys Database Manager
Help (LIT-12011202).
7. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Web/Application Server Computer (Step 3)

Figure 62: Web/Application Server Computer Configurations

1. Create a full disk image backup of the computer's hard drive to external media before upgrading any Metasys
software (optional but recommended).
2. Uninstall the existing ADS/ADX software. See Uninstalling the ADS/ADX Software.
3. Restart the computer.
4. Verify the required operating system and service pack, then verify all other necessary operating system
components.
See one of the following sections:
• Windows Server 2012 R2 and Windows Server 2012
• Windows Server 2008 R2
• Windows Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 90
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

5. Install the new ADS/ADX software, specifying the SCT archive database in the Archive DB Name field that is
used with the Metasys Advanced Reporting System. See ADS and ADX Software.
Make sure you install the new ADS/ADX software on the Site Director first. If you have other ADSs/ADXs, upgrade
them after the Site Director.
6. Install the Metasys UI software on the ADS/ADX computer. Refer to the Metasys UI Installation Instructions
(LIT-12011952).
7. Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

SCT Computer (Step 4)

1. Download the Site Director archive database from the SCT to the Site Director ADS/ADX. The download also
restores the Security System database.
Refer to Database Uploading, Downloading, and Synchronization in Release 7.0 of Metasys® SCT Help
(LIT-12011964) for information on downloading.
2. Download the ADS/ADX archive databases from the SCT to the other ADSs. The download also restores the
Security System database.

NAEs/NIEs (Step 5)
If you have NAEs/NIEs, update all NAE/NIE devices.
Refer to the NAE/NIE Update Tool Technical Bulletin (LIT-12011524).

SCT Computer (Step 6)

If you have NAEs/NIEs, download the archive databases you just upgraded from the SCT to the NAE/NIEs, updating
the Site Director first (if an NAE/NIE is used as the Site Director). You do not need to update all devices to the newer
release (except the Site Director) because SCT now allows for devices at different releases. Also, the download
now includes the Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Upgrade Steps 91
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS, ADX, and SCT Installation (Expert)

The information in the following sections is intended for those proficient with computer configuration and the Metasys
software installation process. If you are not experienced with installing Metasys software, see the section ADS, ADX,
and SCT Installation.

Installing a Stand-Alone SCT

Use the steps in the following table for installing and configuring a stand-alone SCT computer.
Table 4: Installing and Configuring a Stand-Alone SCT Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 92
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing ADS and SCT on the Same Computer

Use the steps in the following table for installing and configuring the ADS and SCT on the same computer.
Table 5: Installing and Configuring the ADS and SCT on the Same Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Install the ADS software. ADS and ADX Software
6. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
7. Install the Metasys UI software on the ADS Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
8. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Installing ADS and SCT on Different Computers

For this configuration, you need to prepare two computers: SCT computer and ADS computer.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 93
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 6: Installing and Configuring the SCT Computer

Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 94
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS Computer (Step 2)

Use the steps in the following table for installing and configuring the ADS computer.
Table 7: Installing and Configuring the ADS Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Install the ADS software. ADS and ADX Software
6. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
7. Install the Metasys UI software on the ADS Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
8. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 95
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with the Metasys Advanced Reporting
System
Use the steps in the following table for installing and configuring the ADX/SCT computer with the Metasys Advanced
Reporting System.
Table 8: Installing and Configuring the SCT and Unified ADX with Metasys Advanced Reporting System
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Verify that SQL Server Reporting Services SQL Server software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
4. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
6. Install the SCT software. SCT Software
7. Start SCT and create an archive database Metasys® SCT Help (LIT-12011964)
with a Site object in it. Note the name of
this archive database.
8. Install the ADX software, specifying the ADS and ADX Software
archive database you created in the
previous step.
9. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
10. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
11. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
12. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 96
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with MVE on the Same Computer
Use the steps in the following table for installing and configuring the SCT and unified ADX computer with MVE.
Table 9: Installing and Configuring the SCT and Unified ADX with MVE
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Install the ADX software. ADS and ADX Software
6. Install the MVE software. MVE Software
7. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
8. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 97
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with MVE and the Metasys Advanced
Reporting System
Use the steps in the following table for installing and configuring the SCT and unified ADX computer with MVE and
the Metasys Advanced Reporting System.
Table 10: Installing and Configuring the SCT and Unified ADX with MVE and Metasys Advanced Reporting
System
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Verify that SQL Server Reporting Services SQL Server 2008 software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
4. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
6. Install the SCT software. SCT Software
7. Start SCT and create an archive database Metasys® SCT Help (LIT-12011964)
with a Site object in it. Note the name of
this archive database.
8. Install the ADX software, specifying the ADS and ADX Software
archive database you created in the
previous step.
9. Install the MVE software. MVE Software
10. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
11. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
12. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 98
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX on the Same Computer

Use the steps in the following table for installing and configuring the SCT and unified ADX computer.
Table 11: Installing and Configuring the SCT and Unified ADX Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Install the ADX software. ADS and ADX Software
6. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
7. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
8. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 99
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Unified ADX with MVE on Different Computers
For this unified configuration, you need to prepare two computers: SCT computer and ADX computer.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.
Table 12: Installing and Configuring the SCT Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing SCT software (optional
but recommended).
4. Install the SCT software. SCT Software
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing SCT software (optional but
recommended).

ADX Computer (Step 2)

Use the steps in the following table for installing and configuring the ADX computer with MVE.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 100
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 13: Installing and Configuring the ADX Computer with MVE
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the ADX software. ADS and ADX Software
5. Install the MVE software. MVE Software
6. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
7. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
8. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Installing the SCT and Unified ADX on Different Computers

For this unified ADX configuration, you need to prepare two computers: SCT computer and ADX computer.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 101
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 14: Installing and Configuring the SCT Computer

Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing SCT software (optional
but recommended).
4. Install the SCT software. SCT Software
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing SCT software (optional but
recommended).

ADX Computer (Step 2)

Use the steps in the following table for installing and configuring the unified ADX computer.
Table 15: Installing and Configuring the ADX Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 102
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 15: Installing and Configuring the ADX Computer

Step Reference
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Install the ADX software. ADS and ADX Software
6. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
7. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
8. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 103
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Split ADX with the Metasys Advanced Reporting System
For this split configuration, you need to prepare three computers: SCT computer, database server computer, and
web/application server computer.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.
Table 16: Installing and Configuring the SCT Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Perform Metasys Advanced Reporting Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
System adjustments for the SCT.
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
5. Install the SCT software. SCT Software
6. Start SCT and create an archive database Metasys® SCT Help (LIT-12011964)
with a Site object in it. Note the name of
this archive database.
7. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
If you do not install the Ready Access
Portal software on the SCT computer, you
can install the Ready Access Portal later
on the web/application computer of a split
ADX.
8. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Database Server Computer (Step 2)

Use the steps in the following table for installing and configuring the database server computer of a split ADX.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 104
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 17: Installing and Configuring the Database Server Computer of Split ADX
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Perform Metasys Advanced Reporting Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
System adjustments for the ADX.
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
5. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
6. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 3)

Use the steps in the following table for installing and configuring the web/application server computer of a split ADX
with Metasys Advanced Reporting System.
Table 18: Installing and Configuring the Web/Application Server Computer of Split ADX with Metasys
Advanced Reporting
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Verify that SQL Server Reporting Services SQL Server 2008 software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 105
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 18: Installing and Configuring the Web/Application Server Computer of Split ADX with Metasys
Advanced Reporting
Step Reference
4. Perform Metasys Advanced Reporting SQL Server 2008 software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
5. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System
6. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
7. Install the ADX software, specifying the ADS and ADX Software
archive database you created after you
installed the SCT software.
8. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
9. If you did not install the Ready Access Refer to the Installing Ready Access Portal Software section in the Ready
Portal software on the SCT computer, you Access Portal Software Installation Instructions (LIT-12011523).
can install the Ready Access Portal on the
web/application computer of the split ADX.
During installation, make sure you select
the ADX database server in the Database
Server window of the Ready Access Portal
installation.
10. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 106
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing the SCT and Split ADX with MVE

For this split configuration, you need to prepare three computers: SCT computer, database server computer, and
web/application server computer.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.
Table 19: Installing and Configuring the SCT Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Start SCT and create an archive database Metasys® SCT Help (LIT-12011964)
with a Site object in it. Note the name of
this archive database.
6. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
If you do not install the Ready Access
Portal software on the SCT computer, you
can install the Ready Access Portal later
on the web/application computer of a split
ADX.
7. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Database Server Computer (Step 2)

Use the steps in the following table for installing and configuring the database server computer of a split ADX.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 107
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 20: Installing and Configuring the Database Server Computer of Split ADX
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Perform Metasys Advanced Reporting Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
System adjustments for the ADX.
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
5. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
6. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 3)

Use the steps in the following table for installing and configuring the web/application server computer of a split ADX
with MVE.
Table 21: Installing and Configuring the Web/Application Server Computer of Split ADX with MVE
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 108
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 21: Installing and Configuring the Web/Application Server Computer of Split ADX with MVE
Step Reference
3. Install the ADX software, specifying the ADS and ADX Software
archive database you created after you
installed the SCT software.
4. Install the MVE software. MVE Software
5. If you did not install the Ready Access Refer to the Installing Ready Access Portal Software section in the Ready
Portal software on the SCT computer, you Access Portal Software Installation Instructions (LIT-12011523).
can install the Ready Access Portal on the
web/application computer of the split ADX.
During installation, make sure you select
the ADX database server in the Database
Server window of the Ready Access Portal
installation.
6. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
7. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Installing the SCT and Split ADX with MVE and the Metasys Advanced
Reporting System
For this split configuration, you need to prepare three computers: SCT computer, database server computer, and
web/application server computer.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.
Table 22: Installing and Configuring the SCT Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Perform Metasys Advanced Reporting Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
System adjustments for the SCT.
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 109
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 22: Installing and Configuring the SCT Computer

Step Reference
5. Install the SCT software. SCT Software
6. Start SCT and create an archive database Metasys® SCT Help (LIT-12011964)
with a Site object in it. Note the name of
this archive database.
7. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
If you do not install the Ready Access
Portal software on the SCT computer, you
can install the Ready Access Portal later
on the web/application computer of a split
ADX.
8. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Database Server Computer (Step 2)

Use the steps in the following table for installing and configuring the database server computer of a split ADX with
MVE and Metasys Advanced Reporting.
Table 23: Installing and Configuring the Database Server Computer of Split ADX
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Perform Metasys Advanced Reporting Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
System adjustments for the ADX.
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
5. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
6. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 3)

Use the steps in the following table for installing and configuring the web/application server computer of a split ADX
with MVE and Metasys Advanced Reporting.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 110
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 24: Installing and Configuring the Web/Application Server Computer of Split ADX with MVE and Metasys
Advanced Reporting
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server with Reporting SQL Server Software
Services.
3. Verify that SQL Server Reporting Services SQL Server 2008 software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
4. Perform Metasys Advanced Reporting Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
System SQL Server software adjustments.
5. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System
6. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
7. Install the ADX software, specifying the ADS and ADX Software
archive database you created after you
installed the SCT software.
8. Install the MVE software. MVE Software
9. If you did not install the Ready Access Refer to the Installing Ready Access Portal Software section in the Ready
Portal software on the SCT computer, you Access Portal Software Installation Instructions (LIT-12011523).
can install the Ready Access Portal on the
web/application computer of the split ADX.
During installation, make sure you select
the ADX database server in the Database
Server window of the Ready Access Portal
installation.
10. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Installing the SCT and Split ADX

For this split configuration, you need to prepare three computers: SCT computer, database server computer, and
web/application server computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 111
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 1)

Use the steps in the following table for installing and configuring the SCT computer.
Table 25: Installing and Configuring the SCT Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows 8.1 and Windows 8
required service pack, software
components, and updates: Windows 7
• Computer Settings Windows Server 2012 R2 and Windows Server 2012
• IIS Windows Server 2008 R2
• ASP.NET and SNMP (some OSs)
Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the SCT software. SCT Software
5. Install the Ready Access Portal software. Refer to the Installing Ready Access Portal Software section in the Ready
Access Portal Software Installation Instructions (LIT-12011523).
6. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Database Server Computer (Step 2)

Use the steps in the following table for installing and configuring the database server computer of a split ADX.
Table 26: Installing and Configuring the Database Server Computer of Split ADX
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Install SQL Server software. SQL Server Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 112
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 26: Installing and Configuring the Database Server Computer of Split ADX
Step Reference
3. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
4. Install the Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 3)

Use the steps in the following table for installing and configuring the web/application server computer of a split ADX.
Table 27: Installing and Configuring the Web/Application Server Computer
Step Reference
1. Install and configure the supported Select one:
Windows operating system with the
Windows Server 2012 R2 and Windows Server 2012
required service pack, software
components, and updates: Windows Server 2008 R2
• Computer Settings Windows Server 2008
• IIS
• ASP.NET and SNMP (some OSs)
• Message Queuing
• OS Service Pack
• .NET Framework
• DST Update
• Antivirus software
• Windows Firewall
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before installing Metasys software
(optional but recommended).
3. Install the ADX software, specifying the ADS and ADX Software
archive database you created after you
installed the SCT software.
4. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 113
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS, ADX, and SCT Upgrade (Expert)

The information in the following sections is intended for those proficient with computer configuration and the Metasys
software upgrade process. If you are not experienced with upgrading Metasys software, see the section ADS, ADX,
and SCT Upgrade.

Upgrading a Stand-Alone SCT

Use the steps in the following table for upgrading a stand-alone SCT.
Table 28: Upgrading a Stand-Alone SCT Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. If you have NAEs/NIEs, upload all Database Uploading, Downloading, and Synchronization in Release 7.0 of the
NAE/NIE archive databases to the existing Metasys® SCT Help (LIT-12011964)
SCT.
3. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
5. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 114
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 28: Upgrading a Stand-Alone SCT Computer

Step Reference
6. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
7. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
8. Check for and/or install Windows software Windows 8.1 or Windows 8:
DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 115
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 28: Upgrading a Stand-Alone SCT Computer

Step Reference
9. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
10. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
11. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
12. Uninstall the existing SCT software. Uninstalling the SCT Software
13. Upgrade SQL Server software. SQL Server Software
14. Install the new release of SCT software. Installing the SCT Software
15. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 116
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 28: Upgrading a Stand-Alone SCT Computer

Step Reference
16. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
17. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
18. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 117
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 28: Upgrading a Stand-Alone SCT Computer

Step Reference
19. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
20. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, downloading
the Site Director first (if an NAE/NIE is
used as the Site Director). The download
also restores the Security System
database.
21. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after upgrading SCT software (optional
but recommended).

Upgrading ADS and SCT on the Same Computer

Use the steps in the following table for upgrading the ADS and SCT on the same computer.
Table 29: Upgrading the ADS and SCT on the Same Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the current release
databases to the existing SCT. of the Metasys® SCT Help (LIT-12011964)
3. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
4. Stop the Metasys III Device Manager --
service on the ADS computer.
5. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 118
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 29: Upgrading the ADS and SCT on the Same Computer
Step Reference
6. Make a copy of each historical database --
backup file and store it in a safe location.
7. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
8. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
9. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
10. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
11. Uninstall the existing SCT software. Uninstalling the SCT Software
12. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
13. Restart the computer. --
14. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
15. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
16. Install or verify Message Queuing Windows 8.1 or Windows 8:
(MSMQ).
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Installing and Configuring Message Queuing Service or Verifying Your Computer
Has Message Queuing Service Installed
17. Verify Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 119
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 29: Upgrading the ADS and SCT on the Same Computer
Step Reference
18. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
19. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
20. Upgrade SQL Server software. SQL Server Software
21. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
22. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 5.
23. Install the new release of SCT software. Installing the SCT Software
24. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 120
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 29: Upgrading the ADS and SCT on the Same Computer
Step Reference
25. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
26. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
27. Install the new ADS software. ADS and ADX Software
Note: Install the new ADS software on the Site Director first. If you have other
ADSs, upgrade them after the Site Director.
28. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADS. The download also restores the
Security System database.
29. Download the ADS archive databases Database Uploading, Downloading, and Synchronization in the Metasys® SCT
from the SCT to the other ADSs. The Help (LIT-12011964)
download also restores the Security
System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 121
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 29: Upgrading the ADS and SCT on the Same Computer
Step Reference
30. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
31. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
32. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.
33. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
34. Install the Metasys UI software on the ADS Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
35. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Upgrading ADS and SCT on Different Computers

For this configuration, you are upgrading two computers: SCT computer and ADS computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer.
Table 30: Upgrading the SCT Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the current release
databases to the existing SCT. of the Metasys® SCT Help (LIT-12011964)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 122
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 30: Upgrading the SCT Computer

Step Reference
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.
7. Make a copy of each historical database --
backup file and store it in a safe location.
8. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
9. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
10. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 123
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 30: Upgrading the SCT Computer

Step Reference
11. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
12. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
13. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
14. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 124
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 30: Upgrading the SCT Computer

Step Reference
15. Log in to SCT and open the Security Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
Administrator tool (Tools > Administrator).
From Security Administrator, record all
roles, local user accounts, and Active
Directory user accounts that you want to
recreate in the upgraded SCT. All
customized roles and user accounts are
lost when you uninstall SCT in the next
step. You may find it helpful to use the
computer's print screen function to capture
the screen of each role and the user
access permissions for easy recall later.
16. Uninstall the existing SCT software. Uninstalling the SCT Software
17. Upgrade SQL Server software. SQL Server Software
18. Install the new release of SCT software. Installing the SCT Software
19. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 125
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 30: Upgrading the SCT Computer

Step Reference
20. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
21. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
22. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
23. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after upgrading SCT software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 126
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS Computer (Step 2)

Use the steps in the following table for upgrading the ADS computer.
Table 31: Upgrading the ADS Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
4. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
5. Restart the computer. --
6. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
7. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
8. Install or verify Message Queuing Windows 8.1 or Windows 8:
(MSMQ).
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Installing and Configuring Message Queuing Service or Verifying Your Computer
Has Message Queuing Service Installed
9. Verify Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
10. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 127
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 31: Upgrading the ADS Computer

Step Reference
11. Install Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
12. Upgrade or install SQL Server software. SQL Server Software
13. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
14. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 of Table 30.
15. Install the ADS software. ADS and ADX Software
16. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
17. Install the Metasys UI software on the ADS Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
18. Restart the computer. --
19. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

SCT Computer (Step 3)

Use the steps in the following table for completing the upgrade of the SCT computer.
Table 32: Upgrading the SCT Computer
Step Reference
1. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
2. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 128
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 32: Upgrading the SCT Computer

Step Reference
3. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
4. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.

Upgrading the SCT and Unified ADX with the Metasys Advanced Reporting
System
Use the steps in the following table for upgrading the SCT and unified ADX computer with the Metasys Advanced
Reporting System.
Table 33: Upgrading the SCT and Unified ADX with Metasys Advanced Reporting System
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in current release of
databases to the existing SCT. the Metasys® SCT Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 129
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 33: Upgrading the SCT and Unified ADX with Metasys Advanced Reporting System
Step Reference
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), annotation
(JCIItemAnnotation), and reporting (MetasysReporting). The
JCIItemAnnotation database cannot be backed up prior to Release 4.0.
At the earlier releases, annotations are backed up as part of the
JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0.
At the earlier releases, MetasysReporting database backup is not
required.
7. Make a copy of each historical database --
backup file and store it in a safe location.
8. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
9. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
10. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
11. Uninstall the existing SCT software. Uninstalling the SCT Software
12. Uninstall the existing ADX software. Uninstalling the ADS/ADX Software
13. Restart the computer. --
14. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
15. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 130
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 33: Upgrading the SCT and Unified ADX with Metasys Advanced Reporting System
Step Reference
16. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
17. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
18. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
19. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
or 3.5.1 software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
20. Upgrade SQL Server software. SQL Server Software
21. Verify that SQL Server Reporting Services SQL Server software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
22. Perform Metasys Advanced Reporting SQL Server 2008 software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
23. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System
24. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 131
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 33: Upgrading the SCT and Unified ADX with Metasys Advanced Reporting System
Step Reference
25. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6.
26. Install the new release of SCT software. Installing the SCT Software
27. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and password.
28. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
29. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
30. Install the new ADX software. ADS and ADX Software
Note: Install the new ADX software on the Site Director first. If you have other
ADSs/ADXs, upgrade them after the Site Director.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 132
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 33: Upgrading the SCT and Unified ADX with Metasys Advanced Reporting System
Step Reference
31. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
32. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.
33. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
34. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
35. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.
36. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
37. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
38. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Upgrading the SCT and Unified ADX with MVE on the Same Computer
Use the steps in the following table for upgrading the SCT and unified ADX computer with MVE.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 133
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 34: Upgrading the SCT and Unified ADX with MVE
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in current release of
databases to the existing SCT. the Metasys® SCT Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADX computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.
7. Make a copy of each historical database --
backup file and store it in a safe location.
8. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
9. Uninstall the existing MVE software. Uninstalling MVE Software
10. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
11. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
12. Uninstall the existing SCT software. Uninstalling the SCT Software
13. Uninstall the existing ADX software. Uninstalling the ADS/ADX Software
14. Restart the computer. --

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 134
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 34: Upgrading the SCT and Unified ADX with MVE
Step Reference
15. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
16. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
17. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
18. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
19. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 135
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 34: Upgrading the SCT and Unified ADX with MVE
Step Reference
20. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
21. Upgrade or install SQL Server software. SQL Server Software
22. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
23. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6.
24. Install the new release of SCT software. Installing the SCT Software
25. Restart the computer. --
26. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 136
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 34: Upgrading the SCT and Unified ADX with MVE
Step Reference
27. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
28. With SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
29. Install the new ADX software. ADS and ADX Software
Note: Install the new ADX software on the Site Director first. If you have other
ADSs/ADXs, upgrade them after the Site Director.
30. Install the MVE software. MVE Software
31. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
32. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 137
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 34: Upgrading the SCT and Unified ADX with MVE
Step Reference
33. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
34. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
35. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.
36. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
37. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Upgrading the SCT and Unified ADX with MVE and the Metasys Advanced
Reporting System
Use the steps in the following table for upgrading the SCT and unified ADX computer with MVE and the Metasys
Advanced Reporting System.
Table 35: Upgrading the SCT and Unified ADX with MVE and Metasys Advanced Reporting System
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 138
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 35: Upgrading the SCT and Unified ADX with MVE and Metasys Advanced Reporting System
Step Reference
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADX computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), annotation
(JCIItemAnnotation), and reporting (MetasysReporting). The
JCIItemAnnotation database cannot be backed up prior to Release 4.0.
At the earlier releases, annotations are backed up as part of the
JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0.
At the earlier releases, MetasysReporting database backup is not
required.
7. Make a copy of each historical database --
backup file and store it in a safe location.
8. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
9. Uninstall the existing MVE software. Uninstalling MVE Software
10. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
11. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
12. Uninstall the existing SCT software. Uninstalling the SCT Software
13. Uninstall the existing ADX software. Uninstalling the ADS/ADX Software
14. Restart the computer. --
15. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 139
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 35: Upgrading the SCT and Unified ADX with MVE and Metasys Advanced Reporting System
Step Reference
16. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
17. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
18. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
19. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
20. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
21. Upgrade SQL Server software. SQL Server Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 140
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 35: Upgrading the SCT and Unified ADX with MVE and Metasys Advanced Reporting System
Step Reference
22. Verify that SQL Server Reporting Services SQL Server software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
23. Perform Metasys Advanced Reporting SQL Server 2008 software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
24. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System
25. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
26. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6.
27. Uninstall the SCT software. Uninstalling the SCT Software
28. Restart the computer. --
29. Install the new version of SCT software. Installing the SCT Software
30. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 141
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 35: Upgrading the SCT and Unified ADX with MVE and Metasys Advanced Reporting System
Step Reference
31. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
32. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
33. Install the new ADX software. ADS and ADX Software
Note: Install the new ADX software on the Site Director first. If you have other
ADSs/ADXs, upgrade them after the Site Director, using different
sections of the document if necessary.
34. Install the MVE software. MVE Software
35. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
36. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 142
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 35: Upgrading the SCT and Unified ADX with MVE and Metasys Advanced Reporting System
Step Reference
37. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
38. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
39. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.
40. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
41. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Upgrading the SCT and Unified ADX on the Same Computer

Use the steps in the following table for upgrading the SCT and unified ADX computer.
Table 36: Upgrading the SCT and Unified ADX Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 143
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 36: Upgrading the SCT and Unified ADX Computer

Step Reference
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.

7. Make a copy of each historical database --

backup file and store it in a safe location.
8. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
9. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
10. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
11. Uninstall the existing SCT software. Uninstalling the SCT Software
12. Uninstall the existing ADX software. Uninstalling the ADS/ADX Software
13. Restart the computer. --
14. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
15. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 144
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 36: Upgrading the SCT and Unified ADX Computer

Step Reference
16. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
17. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
18. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
19. Install Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
20. Upgrade SQL Server software. SQL Server Software
21. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
22. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6.
23. Install the new release of SCT software. Installing the SCT Software
24. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 145
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 36: Upgrading the SCT and Unified ADX Computer

Step Reference
25. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
26. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
27. Install the new ADX software. ADS and ADX Software
Note: Install the new ADX software on the Site Director first. If you have other
ADSs/ADXs, upgrade them after the Site Director, using different
sections of the document if necessary.
28. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
29. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 146
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 36: Upgrading the SCT and Unified ADX Computer

Step Reference
30. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
31. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
32. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.
33. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
34. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
35. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Upgrading the SCT and Unified ADX with MVE on Different Computers
For this unified configuration, you need to upgrade two computers: SCT computer and ADX computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer.
Table 37: Upgrading the SCT Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 147
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 37: Upgrading the SCT Computer

Step Reference
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.

7. Make a copy of each historical database --

backup file and store it in a safe location.
8. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
9. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 148
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 37: Upgrading the SCT Computer

Step Reference
10. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
12. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 149
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 37: Upgrading the SCT Computer

Step Reference
14. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
15. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
16. Uninstall the existing SCT software. Uninstalling the SCT Software
17. Upgrade SQL Server software. SQL Server Software
18. Install the new release of SCT software. Installing the SCT Software
19. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.
20. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 150
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 37: Upgrading the SCT Computer

Step Reference
21. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
22. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
23. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
24. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADX Computer (Step 2)

Use the steps in the following table for upgrading the ADX computer with MVE.
Table 38: Upgrading the ADX Computer with MVE
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
4. Uninstall the existing MVE software. Uninstalling MVE Software
5. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
6. Restart the computer. --
7. Verify supported Windows operating Windows Server 2012 R2 and Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 151
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 38: Upgrading the ADX Computer with MVE

Step Reference
8. Verify IIS. Windows Server 2012 R2 and Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
9. Install or verify Message Queuing Windows Server 2012 R2 and Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
10. Configure Firewall Settings. Windows Server 2012 R2 and Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows Server 2012 R2 and Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
12. Install Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 and Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Upgrade SQL Server software. SQL Server Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 152
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 38: Upgrading the ADX Computer with MVE

Step Reference
14. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
15. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 in Table 37.
16. Install the ADX software. ADS and ADX Software
17. Install the MVE software. MVE Software
18. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
19. Restart the computer. --
20. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

SCT Computer (Step 3)

Use the steps in the following table for completing the upgrade of the SCT computer.
Table 39: Upgrading the SCT Computer
Step Reference
1. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
2. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.
3. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
4. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 153
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Unified ADX on Different Computers

For this unified configuration, you need to upgrade two computers: SCT computer and ADX computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer.
Table 40: Upgrading the SCT Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.
7. Make a copy of each historical database --
backup file and store it in a safe location.
8. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 154
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 40: Upgrading the SCT Computer

Step Reference
9. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
10. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 155
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 40: Upgrading the SCT Computer

Step Reference
12. Install Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
14. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
15. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
16. Uninstall the existing SCT software. Uninstalling the SCT Software
17. Upgrade SQL Server software. SQL Server Software
18. Install the new release of SCT software. Installing the SCT Software
19. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 156
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 40: Upgrading the SCT Computer

Step Reference
20. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
21. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
22. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
23. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
24. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 157
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADX Computer (Step 2)

Use the steps in the following table for upgrading the ADX computer.
Table 41: Upgrading the ADX Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if currently installed on the
ADS/ADX computer. If Ready Access
Portal is installed on a computer other than
the ADS/ADX, you can uninstall and
upgrade the software at any time.
4. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
5. Restart the computer. --
6. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
7. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
8. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 158
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 41: Upgrading the ADX Computer

Step Reference
9. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
10. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
11. Install Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
12. Upgrade SQL Server software. SQL Server Software
13. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
14. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 in Table 40.
15. Install the ADX software. ADS and ADX Software
16. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
17. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
18. Restart the computer. --
19. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 159
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Computer (Step 3)

Use the steps in the following table for completing the upgrade of the SCT computer.
Table 42: Upgrading the SCT Computer
Step Reference
Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.
If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs, updating the
Site Director first (if an NAE/NIE is used
as the Site Director). The download also
restores the Security System database.

Upgrading the SCT and Split ADX with the Metasys Advanced Reporting
System
For this split configuration, you need to upgrade three computers: SCT computer, web/application server computer,
and database server computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer for a split ADX with Metasys Advanced Reporting.
Table 43: Upgrading the SCT Computer for a Split ADX with Metasys Advanced Reporting
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 160
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 43: Upgrading the SCT Computer for a Split ADX with Metasys Advanced Reporting
Step Reference
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), annotation
(JCIItemAnnotation), and reporting (MetasysReporting). The
JCIItemAnnotation database cannot be backed up prior to Release 4.0.
At the earlier releases, annotations are backed up as part of the
JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0.
At the earlier releases, MetasysReporting database backup is not
required.
7. Make a copy of each historical database --
backup file and store it in a safe location.
8. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 161
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 43: Upgrading the SCT Computer for a Split ADX with Metasys Advanced Reporting
Step Reference
9. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
10. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 162
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 43: Upgrading the SCT Computer for a Split ADX with Metasys Advanced Reporting
Step Reference
12. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Perform Metasys Advanced Reporting SQL Server software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
14. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
15. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
16. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
17. Uninstall the existing SCT software. Uninstalling the SCT Software
18. Upgrade SQL Server software. SQL Server Software
19. Install the new release of SCT software. Installing the SCT Software
20. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 163
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 43: Upgrading the SCT Computer for a Split ADX with Metasys Advanced Reporting
Step Reference
21. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
22. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
23. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
24. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
25. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 164
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 2)

Use the steps in the following table for upgrading the web/application server computer with Metasys Advanced
Reporting.
Table 44: Upgrading the Web/Application Server Computer with Metasys Advanced Reporting
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
4. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
5. Restart the computer. --
6. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
7. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
8. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 165
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 44: Upgrading the Web/Application Server Computer with Metasys Advanced Reporting
Step Reference
9. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
10. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
11. Install Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
12. Upgrade SQL Server software with SQL Server Software
Reporting Services.
13. Verify that SQL Server Reporting Services SQL Server 2008 software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
14. Perform Metasys Advanced Reporting SQL Server software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
15. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 166
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Database Server Computer (Step 3)

Use the steps in the following table for upgrading the database server computer.
Table 45: Upgrading the Database Server Computer
Step Reference
1. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
2. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
3. Check for and/or install Windows software Windows Server 2012 R2 or Windows Server 2012:
DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
4. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
5. Upgrade SQL Server software. SQL Server Software
6. Perform Metasys Advanced Reporting SQL Server 2008 software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
7. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
8. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 in Table 43.
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 167
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 4)

Use the steps in the following table for completing the upgrade of the web/application server computer.
Table 46: Upgrading the Web/Application Server Computer
Step Reference
1. Install the ADX software. ADS and ADX Software
2. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
3. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
4. Restart the computer. --
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

SCT Computer (Step 5)

Use the steps in the following table for completing the upgrade of the SCT computer for a split ADX with Metasys
Advanced Reporting.
Table 47: Upgrading the SCT Computer for a Split ADX with Metasys Advanced Reporting
Step Reference
1. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
2. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.
3. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
4. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs. The download
also restores the Security System
database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 168
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Split ADX with MVE

For this split configuration, you need to upgrade three computers: SCT computer, web/application server computer,
and database server computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer for a split ADX with MVE.
Table 48: Upgrading the SCT Computer for a Split ADX with MVE
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.

7. Make a copy of each historical database --

backup file and store it in a safe location.
8. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 169
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 48: Upgrading the SCT Computer for a Split ADX with MVE
Step Reference
9. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
10. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 170
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 48: Upgrading the SCT Computer for a Split ADX with MVE
Step Reference
12. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
14. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
15. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
16. Uninstall the existing SCT software. Uninstalling the SCT Software
17. Upgrade SQL Server software. SQL Server Software
18. Install the new release of SCT software. Installing the SCT Software
19. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 171
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 48: Upgrading the SCT Computer for a Split ADX with MVE
Step Reference
20. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
21. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
22. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
23. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
24. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 172
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 2)

Use the steps in the following table for upgrading the web/application server computer.
Table 49: Upgrading the Web/Application Server Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
4. Uninstall the existing MVE software. Uninstalling MVE Software
5. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
6. Restart the computer. --
7. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
8. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
9. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 173
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 49: Upgrading the Web/Application Server Computer

Step Reference
10. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
12. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed

Database Server Computer (Step 3)

Use the steps in the following table for upgrading the database server computer.
Table 50: Upgrading the Database Server Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 174
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 50: Upgrading the Database Server Computer

Step Reference
3. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
4. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
5. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
6. Upgrade SQL Server software. SQL Server Software
7. Perform Metasys Advanced Reporting SQL Server 2008 software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
8. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)
9. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 in Table 48.
10. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 175
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web/Application Server Computer (Step 4)

Use the steps in the following table for completing the upgrade of the web/application server computer.
Table 51: Upgrading the Web/Application Server Computer
Step Reference
1. Install the ADX software. ADS and ADX Software
2. Install the MVE software. MVE Software
3. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
4. Restart the computer. --
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

SCT Computer (Step 5)

Use the steps in the following table for completing the upgrade of the SCT computer on a split ADX with MVE.
Table 52: Upgrading the SCT Computer for a Split ADX with MVE
Step Reference
1. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
2. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.
3. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
4. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs. The download
also restores the Security System
database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 176
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrading the SCT and Split ADX with MVE and the Metasys Advanced
Reporting System
For this split configuration, you need to prepare three computers: SCT computer, database server computer, and
web/application server computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer and split ADX with MVE and the Metasys
Advanced Reporting System.
Table 53: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to back up include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), annotation
(JCIItemAnnotation), and reporting (MetasysReporting). The
JCIItemAnnotation database cannot be backed up prior to Release 4.0.
At the earlier releases, annotations are backed up as part of the
JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0.
At the earlier releases, MetasysReporting database backup is not
required.

7. Make a copy of each historical database --

backup file and store it in a safe location.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 177
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 53: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
8. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
9. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
10. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 178
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 53: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
11. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
12. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Perform Metasys Advanced Reporting SQL Server 2008 software (all editions):
System adjustments for the SCT.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
14. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
15. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
16. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
17. Uninstall the existing SCT software. Uninstalling the SCT Software
18. Upgrade SQL Server software. SQL Server Software
19. Install the new release of SCT software. Installing the SCT Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 179
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 53: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
20. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.
21. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.
22. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
23. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 180
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 53: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
24. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
25. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 2)

Use the steps in the following table for upgrading the web/application server computer.
Table 54: Upgrading the Web/Application Server Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.
4. Uninstall the existing MVE software. Uninstalling MVE Software
5. Uninstall the existing ADS software. Uninstalling the ADS/ADX Software
6. Restart the computer. --
7. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
8. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 181
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 54: Upgrading the Web/Application Server Computer

Step Reference
9. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
10. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
12. Install Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Upgrade SQL Server software with SQL Server Software
Reporting Services.
14. Verify that SQL Server Reporting Services SQL Server 2008 software (all editions):
is configured properly.
Verifying SQL Server Reporting Services Configuration
15. Perform Metasys Advanced Reporting SQL Server software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
16. Install support files if you plan to offer the SQL Server Reporting Services Language Support for the Metasys Advanced
UI in languages other than English. Reporting System

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 182
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Database Server Computer (Step 3)
Use the steps in the following table for upgrading the database server computer.
Table 55: Upgrading the Database Server Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Verify supported Windows operating Windows Server 2012 R2 or Windows Server 2012:
system service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
4. Check for and/or install the Windows Windows Server 2012 R2 or Windows Server 2012:
software DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
5. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
6. Upgrade SQL Server software. SQL Server Software
7. Perform Metasys Advanced Reporting SQL Server software (all editions):
System SQL Server software adjustments.
Configuring the SCT and Split ADX for the Metasys Advanced Reporting System
8. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 183
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 55: Upgrading the Database Server Computer
Step Reference
9. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 in Table 53.
10. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 4)

Use the steps in the following table for completing the upgrade of the web/application server computer.
Table 56: Upgrading the Web/Application Server Computer
Step Reference
1. Install the ADX software. ADS and ADX Software
2. Install the MVE software. MVE Software
3. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
4. Restart the computer. --
5. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

SCT Computer (Step 5)

Use the steps in the following table for completing the upgrade of the SCT computer and split ADX with MVE and
the Metasys Advanced Reporting System.
Table 57: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
1. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download also restores the
Security System database.
2. Download the archive databases from the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
SCT to the other ADSs/ADXs. The Help (LIT-12011964)
download also restores the Security
System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 184
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 57: Upgrading the SCT Computer for Split ADX with MVE and Metasys Advanced Reporting
Step Reference
3. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
4. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs. The download
also restores the Security System
database.

Upgrading the SCT and Split ADX

For this split configuration, you need to prepare three computers: SCT computer, database server computer, and
web/application server computer.

SCT Computer (Step 1)

Use the steps in the following table for upgrading the SCT computer for a split ADX.
Table 58: Upgrading the SCT Computer for a Split ADX
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Upload all ADS and NAE/NIE archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
databases to the existing SCT. Help (LIT-12011964)
4. For Release 5.2 and older devices, back Security Database Backup and Restore of Metasys® SCT Help (LIT-12011964)
up the Security System database of the for the current release.
Site Director and of each supervisory
device using the SCT.
5. Stop the Metasys III Device Manager --
service on the ADS computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 185
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 58: Upgrading the SCT Computer for a Split ADX

Step Reference
6. Perform a complete backup of all historical Backing Up a Database in the Metasys® Database Manager Help
data in the ADS/ADX with the Metasys (LIT-12011202)
Database Manager.
Note: The historical databases you need to backup include audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), and
annotation (JCIItemAnnotation). The JCIItemAnnotation database
cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents
databases.

7. Make a copy of each historical database --

backup file and store it in a safe location.
8. Verify supported Windows operating Windows 8.1 or Windows 8:
system service pack.
No service pack.
Windows 7:
Verifying Your Computer Has SP1 for Windows 7 Installed
Windows Server 2012 R2 or Windows Server 2012:
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
9. Verify IIS. Windows 8.1 or Windows 8:
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 186
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 58: Upgrading the SCT Computer for a Split ADX

Step Reference
10. Configure Firewall Settings. Windows 8.1 or Windows 8:
Configuring the Windows Firewall for Windows 8.1 and Windows 8
Windows 7:
Configuring the Windows Firewall for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
11. Check for and/or install the Windows Windows 8.1 or Windows 8:
software DST update.
Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
Windows 7:
Checking for and Installing the Windows Software DST Update for Windows 7
Windows Server 2012 R2 or Windows Server 2012:
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
12. Verify Microsoft .NET Framework 3.5 SP1 Windows 8.1 or Windows 8:
or 3.5.1 software.
Installing Required Features with Internet Connection or Installing Required
Features without Internet Connection
Windows 7:
Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
13. Uninstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if present.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 187
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 58: Upgrading the SCT Computer for a Split ADX

Step Reference
14. Uninstall the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
present.
15. Log in to SCT and record all roles, local Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
user accounts, and Active Directory user
accounts that you want to recreate in the
upgraded SCT. In a later step, you will
manually re-enter this information after
you install SCT.
16. Uninstall the existing SCT software. Uninstalling the SCT Software
17. Upgrade SQL Server software. SQL Server Software
18. Install the new release of SCT software. Installing the SCT Software
19. Start SCT from the Launcher or the Launcher Tool Help (LIT-12011742)
Metasys SCT shortcut. Log in with the
MetasysSysAgent user and default
password.
20. Open the archive database with SCT by Metasys® SCT Help (LIT-12011964)
selecting Item > Open Archive.
• If the archive database is not listed,
use SCT to restore the database
(Tools > Database > Restore Backup).
After the restore completes, open the
archive by selecting Item > Open
Archive. Click Upgrade to upgrade
the archive to the new release.
• If the archive is Release 5.1 or earlier,
a message to upgrade the archive to
this Metasys system release appears.
Click Upgrade to upgrade the archive
to the new release.
• If the archive is Release 5.2 or later,
a message appears that asks you
whether to upgrade the archive or
upgrade the archive and devices. This
choice provides the option of
upgrading just the archive to the new
release, while keeping the supervisory
devices at Release 5.2. Click
Upgrade Archive or Upgrade
Archive and Devices.
Note: If you selected Upgrade
Archive, you need to upgrade
the ADS/ADX server and
NAEs/NIEs in a separate
step. In SCT, select Tools >
Manage Archives > Upgrade
Device. Click Next and add
the ADS/ADX server or
NAE/NIE to the Select
Devices list. Complete the
steps in the Manage Archive
Wizard.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 188
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 58: Upgrading the SCT Computer for a Split ADX

Step Reference
21. Using SCT, recreate all roles, user Refer to the Security Administrator System Technical Bulletin (LIT-1201528).
accounts, and Active Directory user
accounts that were present in the old
version of SCT (or, create a new limited
set of SCT users).
22. Reinstall the Ready Access Portal Ready Access Portal Software Installation Instructions (LIT-12011523)
software if previously removed.
23. Install the NAE/NIE Update Tool if NAE/NIE Update Tool Help (LIT-12011524)
previously removed. The versions of the
NAE/NIE Update Tool and SCT, if installed
on the same computer, must match.
24. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after upgrading SCT software (optional
but recommended).

Web/Application Server Computer (Step 2)

Use the steps in the following table for upgrading the web/application server computer for a split ADX.
Table 59: Upgrading the Web/Application Server Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Uninstall the existing ADX software. Uninstalling the ADS/ADX Software
4. Restart the computer. --
5. Verify supported Windows Operating Windows Server 2012 R2 or Windows Server 2012:
System service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 189
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 59: Upgrading the Web/Application Server Computer

Step Reference
6. Verify IIS. Windows Server 2012 R2 or Windows Server 2012:
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
Windows Server 2008:
Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
7. Install or verify Message Queuing Windows Server 2012 R2 or Windows Server 2012:
(MSMQ).
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has Message Queuing Installed
Windows Server 2008:
Installing and Configuring HTTP Activation and Message Queuing Service or
Verifying Your Computer Has HTTP Activation and Message Queuing Installed
8. Configure Firewall Settings. Windows Server 2012 R2 or Windows Server 2012:
Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
Windows Server 2008 R2:
Configuring the Windows Firewall for Windows Server 2008 R2
Windows Server 2008:
Configuring the Windows Firewall for Windows Server 2008
9. Check for and/or install Windows software Windows Server 2012 R2 or Windows Server 2012:
DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
10. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
11. Upgrade SQL Server software. SQL Server Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 190
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Database Server Computer (Step 3)

Use the steps in the following table for upgrading the database server computer.
Table 60: Upgrading the Database Server Computer
Step Reference
1. For increased security, change the SQL Start SQL Server Management Studio and log in using SQL Server
Server system administrator (sa) password Authentication. In Object Explorer, expand Security > Logins. Right-click the
in SQL Server if the password is currently sa user and select Properties. On the Login Properties window, change the
set to the default value that was suggested password, then click OK.
in literature at Release 5.2 or earlier.
2. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
before upgrading any Metasys software
(optional but recommended).
3. Verify supported Windows Operating Windows Server 2012 R2 or Windows Server 2012:
System service pack.
No service pack.
Windows Server 2008 R2:
Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
Windows Server 2008:
Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
4. Check for and/or install Windows software Windows Server 2012 R2 or Windows Server 2012:
DST update.
Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
Windows Server 2008 R2:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
Windows Server 2008:
Checking for and Installing the Windows Software DST Update for Windows
Server 2008
5. Verify Microsoft .NET Framework 3.5 SP1 Windows Server 2012 R2 or Windows Server 2012:
software.
Installing Required Roles and Features or Verifying That Your Computer Has
Required Roles and Features Installed
Windows Server 2008 R2:
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed
Windows Server 2008:
Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
6. Upgrade SQL Server software. SQL Server Software
7. Upgrade Metasys Database Manager. Metasys® Database Manager Installation Instructions (LIT-12011553)

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 191
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 60: Upgrading the Database Server Computer

Step Reference
8. (Out-of-place upgrade only) Start the Appendix: Data Preservation During an Upgrade and
Metasys Database Manager and restore
Restoring a Database in the Metasys® Database Manager Help (LIT-12011202)
the historical databases you backed up in
Step 6 in Table 58.
9. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

Web/Application Server Computer (Step 4)

Use the steps in the following table for completing the upgrade of the web/application server computer.
Table 61: Upgrading the Web/Application Server Computer
Step Reference
1. Install the ADX software. ADS and ADX Software
2. Install the Metasys UI software on the ADX Refer to the Metasys® UI Installation Instructions (LIT-12011952).
computer.
3. Restart the computer. --
4. Create a full disk image backup of the Refer to the documentation that came with your Windows backup software.
computer's hard drive to external media
after installing Metasys software (optional
but recommended).

SCT Computer (Step 5)

Use the steps in the following table for completing the upgrade of the SCT computer for a split ADX.
Table 62: Upgrading the SCT Computer for a Split ADX
Step Reference
1. Download the Site Director archive Database Uploading, Downloading, and Synchronization in the Metasys® SCT
database from the SCT to the Site Director Help (LIT-12011964)
ADX. The download includes restoration
of the Security System database.
2. Download the archive databases from the --
SCT to the other ADSs/ADXs. The
download includes restoration of the
Security System database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 192
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 62: Upgrading the SCT Computer for a Split ADX

Step Reference
3. If you have NAEs/NIEs, update the NAE/NIE Update Tool Help (LIT-12011524)
NAE/NIE devices that you want to upgrade
to Release 7.0, updating the Site Director
first (if an NAE/NIE is used as the Site
Director).
Note: If you are upgrading from Release
5.2, you do not need to update all
devices to the newer release
(except the Site Director). The
SCT now supports devices at
multiple Metasys software
releases, beginning with Release
5.2.
4. If you have NAEs/NIEs, download the Database Uploading, Downloading, and Synchronization in the Metasys® SCT
archive databases you just upgraded from Help (LIT-12011964)
the SCT to the NAE/NIEs. The download
includes restoration of the Security System
database.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS, ADX, and SCT Installation and Upgrade 193
Steps (Expert)
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Windows 8.1 and Windows 8

Important: The Windows 8.1 or Windows 8 computer that you want to use for Metasys software must have had
the operating system installed on a cleanly formatted hard disk. Do not use a computer that was
upgraded from a previous version of Windows (for example, upgraded to Windows 8.1 from Windows
7). The Windows upgrade process can leave behind files and registry settings that may adversely affect
the installation of Metasys system software. To verify, make sure a folder called WINDOWS.OLD does
not exist on the hard disk. If the WINDOWS.OLD folder is present, reinstall Windows 8.1 or Windows
8 from the media, making sure the hard disk is formatted prior to operating system installation. Verify
all necessary software drivers are available before the hard disk is reimaged.
For ADS and SCT software, we currently support Windows 8.1 Pro, Windows 8.1 Enterprise, Windows 8 Pro, and
Windows 8 Enterprise (64-bit editions only).
Security features in Windows 8.1 and Windows 8 sometimes require you to run certain applications with Administrator
rights. To do this, right-click the tile for the application and select the Run as Administrator option from the selections
on the bottom of the screen.
Ensure you have .NET Framework 4.5.1 installed. To install .NET Framework 4.5.1, you can install the high priority
updates from Windows Updates or download it from Microsoft's website.
The steps for adding .NET Framework 4.5 and .NET Framework 3.5 components in Windows 8.1 and Windows 8
depend on whether your computer has an active Internet connection. The steps for adding .NET Framework 4.5
components and .NET Framework 3.5 components with an Internet connection are covered within the Installing
Required Features with Internet Connection section. The steps for adding .NET Framework 4.5 and .NET Framework
3.5 components without an Internet connection are covered within the Installing Required Features without Internet
Connection section.
The Windows 8.1 and Windows 8 user interface includes a grid of dynamically updating tiles that represent
applications. Clicking a tile opens the application to full screen. If you are using Windows 8, the Start screen replaces
the traditional Start menu of earlier Windows versions. If you are using Windows 8.1, the traditional Start menu is
available. Both Windows 8.1 and Windows 8 have retained the original Desktop mode that looks very much like the
old Windows desktop. You activate it by clicking the Desktop tile. If you click a tile and need to go back to the Start
screen, position the mouse in the upper-right corner of the screen, move the mouse pointer down, and click Start.
Some of the steps prompt you to open Control Panel. By default, Control Panel is accessed in Windows 8.1 and
Windows 8 much differently compared to older versions of Windows. To improve Control Panel access, we recommend
that you add the Control Panel icon to the Desktop. Click the Desktop tile to open the Desktop screen. Right-click
the Desktop and then click Personalize. The Personalization screen appears. Click Change desktop icons and
select the Control Panel check box. Alternatively, in the tile interface, type control, right-click Control Panel in the
search results, and then click Pin to Start.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Windows 8.1 and Windows 8 194
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Disabling User Account Control

Note: This procedure is required if you want to use Release 10.0 CCT software in Passthru mode from SCT on a
Windows 8.1 or Windows 8 computer. If you do not perform these steps, Passthru mode does not function.
Also, follow this procedure if you need to download resource files for a VND integration into a supervisory
engine.
1. In Control Panel, click System and Security > Action Center. The Action Center window appears.
2. Click Change User Account Control settings. The User Account Control window appears (Figure 63).
Figure 63: Disabling User Account Control

3. Move the slider bar to the bottom position called Never notify.
4. Click OK.
5. Restart the computer to make the change effective.
6. Go to Verifying Administrative Privileges.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Windows 8.1 and Windows 8 195
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying Administrative Privileges

You must have Administrative privileges on your Windows 8 or Windows 8.1 operating system to install ADS or SCT
software.
If you access the ADS or SCT computer remotely, you may need to contact the IT department to verify your privileges.
After you verify the privileges, go to Showing Hidden Files and Folders.
1. In Control Panel, click User Accounts, then click User Accounts.
2. On the User Accounts window, make sure the logged in user is assigned an Administrator role (Figure 64).
If your role does not appear under your name, click Change your account type or Manage User Accounts.
The User Accounts window appears. From the user list that appears, verify your login name is assigned to the
Administrators group.
Figure 64: User Accounts Window

3. If you are not assigned to the Administrators role, contact your IT department to change your access rights to
Administrator.
4. Close all windows.
5. Go to the Showing Hidden Files and Folders section.

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Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Showing Hidden Files and Folders

To see the Application Data folder (later in the procedures), you must make hidden files and folders visible.
1. In Control Panel, select Appearance and Personalization, then Folder Options. The Folder Options dialog box
appears (Figure 65).
Figure 65: Folder Options Dialog Box

2. Select the View tab.

3. Under Advanced settings, select Show hidden files, folders, and drives.
4. Clear the selection of Hide extensions for known file types.
5. Clear the selection of Hide protected operating system files (Recommended). Click Yes to the warning
message that appears.
6. Click OK.
7. Go to Adjusting Visual Effects.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Adjusting Visual Effects

Note: This procedure is intended to increase the performance of a Windows-based computer used for ADS or SCT
software.

1. In Control Panel, click System and Security > System (Figure 66).
Figure 66: System and Security Screen

2. Click Advanced system settings in the left pane. Click Continue or Yes if prompted for consent. The System
Properties window appears. Click the Advanced tab (Figure 67).

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 67: System Properties - Advanced Tab Selected

3. On the Advanced tab, in the Performance section, click Settings. The Performance Options box appears (Figure
68).

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Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 68: Performance Options

4. With the Visual Effects tab selected, click the option Adjust for best performance.
5. Click Apply. If the visual change that occurs is not to your liking, go back to your original setting by clicking Let
Windows choose what's best for your computer. Click OK and the system revers to your original performance
setting.
6. Close all windows.
7. Go to Adjusting the Hosts File.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Adjusting the Hosts File

Note: This procedure is required only if you do not have Domain Name System (DNS) on your site. If you have
DNS, go to Setting up File and Printer Sharing for Microsoft Networks.

1. On the Start screen, right-click the lower portion of the screen and select All apps. The full Apps screen appears.
2. Right-click Notepad and select Run as administrator. If the User Account Control window appears, click Yes.
Notepad opens.
3. In Notepad, on the File menu, click Open.
4. In the drop-down selection box in the lower-right corner of the Open dialog box, select All Files (*.*).
5. Browse to C:\Windows\System32\Drivers\etc or %systemroot%\system32\drivers\etc.
6. Select the hosts file.
7. Click Open.
8. At the end of the file, type: 127.0.0.1 localhost.
9. On the File menu, click Save.
10. Close all windows.
11. Go to Setting up File and Printer Sharing for Microsoft Networks.

Setting up File and Printer Sharing for Microsoft Networks

1. In Control Panel, select Network and Internet. Select Network and Sharing Center.
2. Click Local Area Connection in the View your active networks section. Click Properties.
The Local Area Connection Properties dialog box appears (Figure 69).
3. Verify Client for Microsoft Networks is selected.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 69: Local Area Connection Properties Dialog Box

4. Verify File and Printer Sharing for Microsoft Networks is selected. If this option is not selected or does not
appear, proceed to Step 5.
If this option is selected, click OK to close the dialog box and go to Disabling Additional Network Cards.
5. Click Install. The Select Network Feature Type dialog box appears.
6. Select Service.
7. Click Add. The Select Network Service dialog box appears.
8. Select File and Printer Sharing for Microsoft Networks.
9. Click OK.
10. Verify that File and Printer Sharing for Microsoft Networks is selected.
11. Click OK to close the dialog box and go to Disabling Additional Network Cards.

Disabling Additional Network Cards

ADS or SCT software supports only one enabled network card. If your computer has one network card, skip this
section and go to Computer Power Options. If your computer has multiple network cards enabled, follow the steps
in this section to disable the additional cards.
1. In Control Panel, go to System and Security > System, and then click Device Manager in the left pane. If the
User Account Control window appears, click Continue or Yes.
The Device Manager window appears.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

2. Expand the Network Adapters item.

3. If you have one network card listed, go to the Web Browser section.
If you have more than one network card listed, go to Step 4.
4. Right-click the network card you are not using and click Disable.
5. Close all windows and go to the Computer Power Options section.

Computer Power Options

Note: We recommend you use the settings covered in the following sections for all computers running the ADS
software. For SCT computers, these settings are optional but recommended if you are using the Metasys
Advanced Reporting System. The SCT must be online and accessible over the network for the reporting
features to function. If you do not wish to change the power settings on your SCT computer, return to the
wizard overview steps.

Setting Power Options for the Computer

1. In Control Panel, select Hardware or Hardware and Sound, then Power Options. The Power Options dialog box
appears.
2. Select the Create a power plan option in the left pane. If the User Account Control window appears, click Allow.
3. Select the High Performance plan. Click Next.
4. Select a number of minutes for turning off the display or leave the default of 15 minutes. If you have the Put
the Computer to Sleep option, select Never. Click Create.
5. Click the Change plan settings option for the custom plan you just created and select the Change advanced
power settings option. The Power Options dialog box appears.
6. Expand the Hard disk option and under the Turn off hard disk after setting, either enter 0 in the dialog box
or click the down arrow until Never is displayed.
7. Expand the Sleep option and under the Hibernate after setting, select Never. Some computers may not provide
this setting.
Note: If you are installing on a laptop computer, you may see more than one drop-down selection box for the
computer when receiving power and when on battery power. Select Never in both boxes.
8. Click OK to close the Power Options dialog box. Close all windows.
9. In Control Panel, go to System and Security > System, and then select Advanced system settings. Click
Continue or Yes if prompted for consent. The System Properties window appears.
10. On the Advanced tab, in the Startup and Recovery section, click Settings. The Startup and Recovery box
appears.
Note: If you do not see this selection or box, go to Step 12.
11. In the System failure section, select the Automatically restart option.
12. Click OK.
13. Close the System Properties window and go to Setting Power Options for the Network Card.

Setting Power Options for the Network Card

1. In Control Panel, select System and Security, System, then click Device Manager in the left pane. If the User
Account Control window appears, click Continue or Yes. The Device Manager window appears.
2. Expand the Network Adapters item.
3. Right-click the network card and then click Properties.
Note: If no network cards are visible, you do not have a network card. Go to Step 6.
4. Select the Power Management tab. Clear the option Allow the computer to turn off this device to save power.
5. Click OK.

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wizard.

6. Close all windows.

7. Go to Setting Power Failure Options for the Computer.

Setting Power Failure Options for the Computer

Follow these steps to make sure your computer comes back online after a power failure. This procedure requires
that you access the computer’s basic input/output system (BIOS) settings while the computer is starting up.
Accessing and changing BIOS settings may vary depending on the computer you are using. Seek input from the IT
department if you are unsure how to change the computer’s BIOS settings.
Note: You may wish to use an Uninterruptible Power Supply (UPS) to prevent your computer from going offline
during a power failure.
1. Restart the computer. While the computer is starting up, press the appropriate key to enter Setup mode (for
example, F10).
2. Edit the appropriate Power Management settings so the computer restarts after a power failure (for example,
set After Power Failure to Switch On).
3. Save changes and exit Setup mode.
4. If your computer requires a locale other than English (United States), go to Verifying Computer Locale.
If your computer uses the English (United States) locale, go to Verifying the Computer Name for the ADS. .

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying Computer Locale

If your computer requires a locale other than English (United States), you must verify the computer local setting is
correct for your area. You also need to apply the appropriate language installation files for your language and
localization. Refer to the Language Installation Program Help (LIT-12011349).
1. In Control Panel, click Clock, Language, and Region.
2. Click Region.
3. Click the Administrative tab. See Figure 70.
Figure 70: Changing System Locale

4. In the Language for non-Unicode programs section, click Change system locale. Click Yes if prompted for
consent. The screen for selecting the system locale appears (Figure 71).

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wizard.

Figure 71: Selecting Current System Locale

5. Select the desired language from the drop-down list. Click OK.
6. Restart the computer for the changes to take effect.
7. Go to Verifying the Computer Name for the ADS.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying the Computer Name for the ADS

Note: If this computer is for running SCT software only, skip this section and return to the wizard overview steps.

1. In Control Panel, click System and Security > System. The System Properties window appears (Figure 72).
2. Look for the computer name portion of the Full computer name line. For example, ADS-1 is the computer name
in Figure 72.
Note: The computer name may contain a domain name (for example, mycorp.com). The restrictions in this
section do not apply to the domain name portion of the full computer name.
Figure 72: System Properties Window (Windows 8)

3. Verify that the computer name portion:

• begins with a letter, not a number
• contains a maximum of 15 characters
• contains only letters A-Z (upper or lower case), numbers 0-9, and hyphens
• does not end in ADS
• matches the object ID of the device object as defined in the SCT archive database (upgrade only)
If, for some reason, the name of your computer does not comply with these rules, change the computer name
now. If you change the name after installing the ADS/ADX software, see Appendix: Changing the ADS or ADX
Name and the Computer Name on an ADS and Unified ADX.
Note: If you change the name of the computer now, and you have SQL Server software installed, you must
remove SQL Server software and reinstall it before installing Metasys software.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
4. Close all windows.
5. Go to Verifying Your Computer Has Required Roles and Features Installed.

Verifying Your Computer Has Required Roles and Features Installed

Note: If your computer does not have an active connection to the Internet, do not follow the steps in this section;
instead, go to Installing Required Features without Internet Connection to verify required features for Windows
8 and Windows 8.1.
1. In Control Panel, click Programs > Programs and Features. The Programs and Features window appears.
2. Click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. On the Before You Begin screen, click Next. The Select Installation type screen appears.
5. Click Role-based or feature-based installation. Click Next. The Select Destination Server screen appears.
6. Select the server from the Server Pool table. Click Next. The Select Server Roles screen appears.
7. In the Select Server Roles table, verify if Web Server (IIS) is selected.
If Web Server (IIS) is not selected, IIS is not installed on your computer. If your computer has an active connection
to the Internet, go to Installing Required Features with Internet Connection. If your computer does not have an
active connection to the Internet, go to Installing Required Features without Internet Connection.
If Web Server (IIS) is selected, IIS is installed on your computer. Go on to the next step.
8. In the Windows Features window, verify the selected options against what is listed in Table 63. Add or remove
the selections as necessary to match the selections shown in this table.
Table 63: Verify Web Server (IIS) Role Selections for Windows 8 and Windows 8.1
.NET Framework 3.5 (includes .NET 2.0 and 3.0)
Windows Communication Foundation HTTP Activation
Windows Communication Foundation Non-HTTP Activation
.NET Framework 4.5 Advanced Services
ASP.NET 4.5
WCF Services
HTTP Activation
Message Queuing (MSMQ) Activation
Named Pipe Activation
TCP Activation
TCP Port Sharing
Internet Explorer 11
Internet Information Services
Web Management Tools
IIS 6 Management compatibility
IIS 6 Management Console
IIS 6 Scripting Tools
IIS 6 WMI Compatibility
IIS 6 Metabase and IIS 6 configuration compatibility
IIS Management Console
IIS Management Scripts and Tools

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 63: Verify Web Server (IIS) Role Selections for Windows 8 and Windows 8.1
IIS Management Service
World Wide Web Services
Application Development Features
.NET Extensibility 3.5
.NET Extensibility 4.5
Application Initialization
ASP.NET 3.5
ASP.NET 4.5
CGI
ISAPI Extensions
ISAPI Filters
Server-Side Includes
WebSocket Protocol
Common HTTP Features
Default Document
Directory Browsing
HTTP Errors
Static Content
WebDAV Publishing
Health and Diagnostics
Custom Logging
HTTP Logging
Logging Tools
ODBC Logging
Request Monitor
Tracing
Performance Features
Dynamic Content Compression
Static Content Compression
Security

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 63: Verify Web Server (IIS) Role Selections for Windows 8 and Windows 8.1
Basic Authentication
Centralized SSL Certificate Support
Client Certificate Mapping Authentication
Digest Authentication
IIS Client Certificate Mapping Authentication
IP Security
Request Filtering
URL Authorization
Windows Authentication
Microsoft Message Queue (MSMQ) Server
Microsoft Message Queue (MSMQ) Server Core
Simple Network Management Protocol (SNMP)
WMI SNMP Provider
Windows Powershell 2.0
Windows Powershell 2.0 Engine
Windows Process Activation Service
.NET Environment
Configuration APIs
Process Model

9. Click OK. If you made any changes, a progress bar appears as the features are installed on (or removed from)
your computer. As features are installed, your computer may connect to the Internet.
10. After installation is successful, click Close.
11. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADS, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
12. Go to Enabling ASP.NET.

Installing Required Features with Internet Connection

Note: If your computer does not have an active connection to the Internet, do not follow the steps in this section;
instead, go to Installing Required Features without Internet Connection to install required features for Windows
8 and Windows 8.1.
1. In Control Panel, click Programs > Programs and Features. The Programs and Features window appears.
2. Click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. In the Windows Features window, select the features exactly as listed in Table 64, also paying attention to the
features that are not selected. Use the + marks to fully expand the selections.
Note: The Microsoft Message Queue (MSMQ) Server option is only necessary for a computer that has ADS/ADX
software. This option is not required if the computer is intended for SCT only.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 64: Feature Selections for Windows 8 and Windows 8.1

.NET Framework 3.5 (includes .NET 2.0 and 3.0)
Windows Communication Foundation HTTP Activation
Windows Communication Foundation Non-HTTP Activation
.NET Framework 4.5 Advanced Services
ASP.NET 4.5
WCF Services
HTTP Activation
Message Queuing (MSMQ) Activation
Named Pipe Activation
TCP Activation
TCP Port Sharing
Internet Explorer 11
Internet Information Services
Web Management Tools
IIS 6 Management compatibility
IIS 6 Management Console
IIS 6 Scripting Tools
IIS 6 WMI Compatibility
IIS 6 Metabase and IIS 6 configuration compatibility
IIS Management Console
IIS Management Scripts and Tools
IIS Management Service
World Wide Web Services
Application Development Features
.NET Extensibility 3.5
.NET Extensibility 4.5
Application Initialization
ASP.NET 3.5
ASP.NET 4.5
CGI
ISAPI Extensions
ISAPI Filters
Server-Side Includes
WebSocket Protocol
Common HTTP Features

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 64: Feature Selections for Windows 8 and Windows 8.1

Default Document
Directory Browsing
HTTP Errors
Static Content
WebDAV Publishing
Health and Diagnostics
Custom Logging
HTTP Logging
Logging Tools
ODBC Logging
Request Monitor
Tracing
Performance Features
Dynamic Content Compression
Static Content Compression
Security
Basic Authentication
Centralized SSL Certificate Support
Client Certificate Mapping Authentication
Digest Authentication
IIS Client Certificate Mapping Authentication
IP Security
Request Filtering
URL Authorization
Windows Authentication
Microsoft Message Queue (MSMQ) Server
Microsoft Message Queue (MSMQ) Server Core
Simple Network Management Protocol (SNMP)
WMI SNMP Provider
Windows Powershell 2.0
Windows Powershell 2.0 Engine
Windows Process Activation Service
.NET Environment
Configuration APIs
Process Model

5. Click OK. A progress bar appears as the features are installed on your computer. As features are installed, your
computer may connect to the Internet.
6. After installation is successful, click Close.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

7. If you installed Message Queuing, go to Step 8. If you did not install Message Queuing, go to Enabling ASP.NET.
8. Go back to Control Panel and click System and Security > Administrative Tools.
9. Double-click Services. Click Yes if prompted by the User Access Control dialog box. The Services window
appears.
10. Right-click Message Queuing and then click Properties. The Message Queuing Properties box appears (Figure
73).
Figure 73: Message Queuing Properties: Recovery Tab

11. Click the Recovery tab.

12. On the Recovery tab, select Restart the Service in the First failure, Second failure, and Subsequent failures
drop-down list boxes (Figure 73).
13. Click OK to save your changes.
14. Close all windows.
15. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADS, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
16. Go to Enabling ASP.NET.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing Required Features without Internet Connection

Note: If your computer has an active connection to the Internet, do not follow the steps in this section; instead, go
to Installing Required Features with Internet Connection to install required features for Windows 8.1 and
Windows 8. Also, these steps require that you have access to the Windows computer and its operating system
media.
1. In Control Panel, click Programs > Programs and Features. The Programs and Features window appears.
2. Click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. In the Windows Features window, select the features exactly as listed in Table 65, also paying attention to the
features that are not selected. Use the + marks to fully expand the selections. The uninstalled features are also
shown for your reference.
Note: The Microsoft Message Queue (MSMQ) Server option is only necessary for a computer that has ADS/ADX
software. This option is not required if the computer is intended for SCT only.
Table 65: Feature Selections for Windows 8 and Windows 8.1: Part One
.NET Framework 4.5 Advanced Services
ASP.NET 4.5
WCF Services
HTTP Activation
Message Queuing (MSMQ) Activation
Named Pipe Activation
TCP Activation
TCP Port Sharing
Internet Explorer 11
Internet Information Services
Web Management Tools
IIS 6 Management compatibility
IIS 6 Management Console
IIS 6 Scripting Tools
IIS 6 WMI Compatibility
IIS 6 Metabase and IIS 6 configuration compatibility
IIS Management Console
IIS Management Scripts and Tools
IIS Management Service
World Wide Web Services
Application Development Features

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 65: Feature Selections for Windows 8 and Windows 8.1: Part One
.NET Extensibility 3.5
.NET Extensibility 4.5
Application Initialization
ASP.NET 3.5
ASP.NET 4.5
CGI
ISAPI Extensions
ISAPI Filters
Server-Side Includes
WebSocket Protocol
Common HTTP Features
Default Document
Directory Browsing
HTTP Errors
Static Content
WebDAV Publishing
Health and Diagnostics
Custom Logging
HTTP Logging
Logging Tools
ODBC Logging
Request Monitor
Tracing
Performance Features
Dynamic Content Compression
Static Content Compression
Security
Basic Authentication
Centralized SSL Certificate Support
Client Certificate Mapping Authentication
Digest Authentication
IIS Client Certificate Mapping Authentication
IP Security
Request Filtering
URL Authorization
Windows Authentication
Microsoft Message Queue (MSMQ) Server
Microsoft Message Queue (MSMQ) Server Core

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wizard.

Table 65: Feature Selections for Windows 8 and Windows 8.1: Part One
Simple Network Management Protocol (SNMP)
WMI SNMP Provider
Windows Powershell 2.0
Windows Powershell 2.0 Engine

5. Click OK. A progress bar appears as the features are installed on your computer.
6. After installation is successful, click Close.
7. Insert the Windows 8 installation media.
8. Right-click the bottom of the Start screen and click All Apps. The Apps screen appears.
9. Right-click the Command Prompt tile on the Apps screen and click Run as Administrator. The Administrator:
Command Prompt Window appears.
10. At the command prompt, type the following command:
Dism /online /enable-feature /featurename:NetFx3 /All /Source:<drive>:\sources\sxs
/LimitAccess
where <drive> is a placeholder for the drive letter where the Windows 8 installation media resides. For example,
with the media in drive D:
Dism /online /enable-feature /featurename:NetFx3 /All /Source:d:\sources\sxs
/LimitAccess
11. Press Enter to run the command. A progress bar appears as the features are installed. After installation is
successful, you can close the Command prompt Window.
12. In Control Panel, click Programs > Programs and Features. The Programs and Features window appears.
13. Click Turn Windows features on or off.
14. Click Yes if prompted for consent. The Windows Features window appears.
15. In the Windows Features window, select the features exactly as listed in Table 66. Use the + marks to fully
expand the selections. Make sure you do not select or clear any other selections.
Table 66: Feature Selections for Windows 8 and Windows 8.1: Part Two
.NET Framework 3.5 (includes .NET 2.0 and 3.0)
Windows Communication Foundation HTTP Activation
Windows Communication Foundation Non-HTTP Activation
Internet Information Services
World Wide Web
Application Development Features
ASP.NET 3.5
Windows Process Activation Service
.NET Environment

16. Click OK. A progress bar appears as the .NET Framework 4.5 components are applied to your computer.
17. After installation is successful, click Close.
18. If you installed Message Queuing, go to Step 8. If you did not install Message Queuing, go to Enabling ASP.NET.
19. Go back to Control Panel and click System and Security > Administrative Tools.
20. Double-click Services. Click Yes if prompted by the User Access Control dialog box. The Services window
appears.
21. Right-click Message Queuing and then click Properties. The Message Queuing Properties box appears (Figure
73).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
22. Click the Recovery tab.
23. On the Recovery Tab, verify that Restart the Service is selected for the First failure, Second failure, and
Subsequent failures drop-down list boxes. If not, make the Restart the Service selection and click OK to save
the change.
24. Close all windows.
25. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADS, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
26. Go to Enabling ASP.NET.

Enabling ASP.NET
1. In Control Panel, select System and Security, then Administrative Tools.
2. In Administrative Tools, double-click Internet Information Services (IIS) Manager in the right pane. The Internet
Information Services (IIS) Manager window appears.
3. In the tree on the left, select the name of the local computer. When you select the computer, the message Do
you want to get started with MS Web Platform may appear. Click No to continue. The middle pane
refreshes to show an IIS configuration screen.
4. In the middle pane, locate the IIS section and double-click the ISAPI and CGI Restrictions icon. Verify that the
following items are allowed: ASP.NET v.2.0.50727 and ASP.NET v.4.0.30319 (Figure 74).
5. If these items are not allowed, select each one and click Allow. You can ignore the Common Gateway Interface
(CGI) module alert in the upper-right pane.
Figure 74: ASP.NET Configuration

6. Close all windows.

7. Go to Checking for and Installing Windows Software DST Update for Windows 8.1 and Windows 8.

Checking for and Installing Windows Software DST Update for Windows 8.1
and Windows 8
1. In Control Panel, click Programs > Programs and Features, then select View Installed Updates in the left pane
of the window.
2. Click the Name column to sort the list alphabetically (Figure 75).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 75: Installed Updates - Windows 8.1 Example

3. In the list of currently installed programs and updates, look for the following update:
Update for Microsoft Windows (KB2904266)
4. If you do not find KB2904266, continue to Step 5.
If you do find your operating system update, go to Appendix: Installing Antivirus Software, then go to Configuring
the Windows Firewall for Windows 8.1 and Windows 8.
5. Close the Add or Remove Programs or View Installed Updates screen.
6. Using a web browser, navigate to one of the following addresses, depending on your operating system.
http://support.microsoft.com/kb/2904266/.
Note: You can also search for the update number on http://www.microsoft.com/downloads.
7. Use the instructions on the Microsoft Corporation page to download and install the update for Windows 8.1 or
Windows 8. If your operating system is using Enhanced Security, you may not be able to install any updates
until you add http://www.microsoft.com/downloads as a trusted site in the Internet Explorer web browser.
Note: If a message appears at the start of installation that indicates the update is not applicable to your computer,
the update may have been installed during an automatic Windows update session. In some cases, the
update was installed but KB2863058 does not show up as an installed update. Click OK to the user
message and disregard this DST update.
8. Close all windows.
9. If you need to install antivirus software, go to Appendix: Installing Antivirus Software. Otherwise, go to Configuring
the Windows Firewall for Windows 8.1 and Windows 8.

Configuring the Windows Firewall for Windows 8.1 and Windows 8

1. In Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears
(Figure 76).
2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: An anti-virus program might be managing the firewall. For example, if the computer uses Symantec
anti-virus software, the message These settings are being managed by vendor application Symantec®
Endpoint Protection may appear on the Windows Firewall screen. In this case, consult the local IT
department for further direction, then continue to Step 3.
Figure 76: Windows Firewall

3. Click Advanced Settings. The Windows Firewall with Advanced Security window appears (Figure 77).
Figure 77: Windows Firewall with Advanced Security

4. In the left pane, click Inbound Rules. The Inbound Rules pane appears (Figure 78).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 78: Windows Firewall - Inbound Rules

5. In the Actions pane, select New Rule. The New Inbound Rule Wizard opens and the Rule Type window appears
(Figure 79).
Figure 79: New Inbound Rule Wizard: Rule Type

6. Click Port and click Next. The Protocol and Ports window appears (Figure 80).

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wizard.

Figure 80: New Inbound Rule Wizard: TCP Protocol and Ports

7. Click TCP, and in the Specific Local Ports field, enter the port numbers specified in Table 67 and shown in
Figure 80 (80,88,123,135,389,443,445,1025,1433).
Table 67: Ports to Open for TCP Protocol
Name Port
1 Protocol
HTTP 80 TCP
Kerberos 88 TCP
NTP 123 TCP
RPC 135 TCP
LDAP 389 TCP
SSL 443 TCP
NTLMv2 445 TCP
RPC 1025 TCP
MS SQL DB 1433 TCP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

8. Click Next. The Action window appears (Figure 81).

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wizard.

Figure 81: New Inbound Rule Wizard: Action

9. Click Allow the connection. Click Next. The Profile window appears (Figure 82).
Figure 82: New Inbound Rule Wizard: Profile

10. Keep all profile selections selected (default). Click Next. The Name window appears (Figure 83).

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wizard.

Figure 83: New Inbound Rule Wizard: Name

11. Specify Metasys (TCP Protocol) as the name and add an optional description to identify this new rule. Click
Finish.
The Inbound Rules table refreshes to indicate the new rule called Metasys (TCP Protocol). Ports 80, 88, 123,
135, 389, 443, 445, 1025, and 1433 are now open and ready for use.
12. Repeat Step 5 through Step 11 to add a new Metasys inbound rule for the UDP protocol. When the Protocol
and Ports window appears (Figure 84), click UDP, and in the Specific Local Ports field, enter the port numbers
listed in Table 68 and shown in Figure 84 (25,67,68,53,88,161,162,9911,47808).

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wizard.

Figure 84: New Inbound Rule Wizard: UDP Protocol and Ports

Table 68: Ports to Open for UDP Protocol

Name Port
1 Protocol
SMTP 25 UDP
DHCP 67 UDP
DHCP 68 UDP
DNS 53 UDP
Kerberos 88 UDP
SNMP 161 UDP
SNMP Trap 162 UDP
SYPE-Transport 9911 UDP
BACnet 47808 UDP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

13. Complete the steps to add the new inbound rule. Name the new rule Metasys (UDP Protocol).
When finished, the Windows Firewall with Advanced Security window appears with the Inbound Rules table
refreshed to indicate the new rule called Metasys (UDP Protocol). Ports 25, 67, 68, 53, 88, 161, 162, 9911, and
47808 are now open and ready for use.
14. In the Windows Firewall with Advanced Security window, verify that the two new Metasys inbound rules are
defined and enabled (Figure 85).

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Figure 85: Metasys Inbound Rules Defined and Enabled

15. Close the Windows Firewall with Advanced Security window.

16. Close all windows. If you are installing SQL Server software, go to SQL Server Software. Otherwise, go to
Verifying Your Computer Has SQL Server Software Installed.

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wizard.

Windows 7
Important: The Windows 7 computer that you want to use for Metasys software must have been installed on a
cleanly formatted hard disk. Do not use a computer that was upgraded from a previous version of
Windows (for example, upgraded to Windows 7 Professional from Windows Vista® Business). The
Windows upgrade process can leave behind files and registry settings that may adversely affect the
installation of system software. To verify, make sure a folder called WINDOWS.OLD does not exist
on the hard disk. If the WINDOWS.OLD folder is present, reinstall the Windows 7 from the media,
making sure you format the hard disk during operating system installation. Before you reimage the
computer, verify that you have all necessary software drivers.
For ADS and SCT software, we currently support Windows 7 with SP1 (64-bit or 32-bit), in any of these editions:
Professional, Enterprise, or Ultimate. Other Windows 7 editions are not supported. If you have not yet applied SP1
to Windows 7, follow the steps in Installing SP1 for Windows 7 before installing or upgrading Metasys software.
Security features in Windows 7 sometimes require you to run certain applications with Administrator rights. To do
this, right-click the icon or menu selection for the application and select the Run as Administrator option. Also, when
you begin to install an application, a User Account Control (UAC) dialog box may appear prompting you for permission
to start the installation process. Clicking Yes allows the installation to continue. (If you follow the steps in Disabling
User Account Control, the UAC prompt is disabled and does not appear.)
Metasys tools that rely on 16-bit technology, such as HVAC PRO and GX-9100, cannot run on the 64-bit version of
Windows 7. If you need these tools to share the same computer as the ADS or SCT, use the 32-bit version of
Windows 7 with UAC disabled.
Windows 7 uses IIS version 7.5. You add IIS as a Windows component in the Installing IIS Version 7.5, ASP.NET,
and SNMP section.
The steps for Windows 7 assume you have selected the Category view for Control Panel, which is the default view
when the operating system is initially installed. To change to Category view, select Category from the View By
option on the Adjust your computer’s settings window (Figure 86).
Figure 86: Category View Selection for Windows 7

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wizard.

Disabling User Account Control

Note: This procedure is required if you want to use CCT software, HVAC PRO software, or GX-9100 tool software
in Passthru mode from SCT on a Windows 7 (32-bit only) computer. If you do not perform these steps,
Passthru mode does not function. Also, follow this procedure if you need to download resource files for a
VND integration into a supervisory engine.

1. In Control Panel, click System and Security > Action Center. The Action Center window appears.
2. Click Change User Account Control settings. The User Account Control window appears (Figure 87).
Figure 87: Disabling User Account Control

3. Move the slider bar to the bottom position called Never notify.
4. Click OK.
5. Restart the computer to make the change effective.
6. Go to Verifying Administrative Privileges.

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wizard.

Verifying Administrative Privileges

You must have Administrative privileges on your Windows 7 operating system to install ADS or SCT software.
If you access the ADS or SCT computer remotely, you may need to contact the IT department to verify your privileges.
After you verify the privileges, go to Showing Hidden Files and Folders.
1. In Control Panel, click User Accounts, then click User Accounts.
2. On the User Accounts window, make sure the logged in user is assigned an Administrator role (Figure 88).
If your role does not appear under your name, click Change your account type or Manage User Accounts.
The User Accounts window appears. From the user list that appears, verify your login name is assigned to the
Administrators group.
Figure 88: User Accounts Window

3. If you are not assigned to the Administrators role, contact your IT department to change your access rights to
Administrator.
4. Close all windows.
5. Go to the Showing Hidden Files and Folders section.

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wizard.

Showing Hidden Files and Folders

To see the Application Data folder (later in the procedures), you must make hidden files and folders visible.
1. In Control Panel, select Appearance and Personalization, then Folder Options. The Folder Options dialog box
appears (Figure 89).
Figure 89: Folder Options Dialog Box

2. Select the View tab.

3. Under Advanced settings, select Show hidden files, folders, and drives.
4. Clear the selection of Hide extensions for known file types.
5. Clear the selection of Hide protected operating system files (Recommended). Click Yes to the Warning
message that appears to proceed with the change.
6. Click OK.
7. Go to Adjusting Visual Effects.

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wizard.

Adjusting Visual Effects

Note: This procedure is intended to increase the performance of a Windows® 7 computer used for ADS or SCT
software.

1. In Control Panel, click System and Security > System (Figure 90).
Figure 90: System and Security Screen

2. Click Advanced system settings in the left pane. Click Continue or Yes if prompted for consent. The System
Properties window appears. Click the Advanced tab (Figure 91).

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wizard.

Figure 91: System Properties - Advanced Tab Selected

3. On the Advanced tab, in the Performance section, click Settings. The Performance Options box appears (Figure
92).

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wizard.

Figure 92: Performance Options

4. With the Visual Effects tab selected, click the option Adjust for Best Performance.
5. Click Apply. If the visual change that occurs is not to your liking, go back to your original setting by clicking Let
Windows choose what's best for your computer. Click OK and the system revers to your original performance
setting.

6. Close all windows.

7. Go to Adjusting the Hosts File.

Adjusting the Hosts File

Note: This procedure is required only if you do not have Domain Name Service (DNS) on your site. If you have
DNS, go to Setting up File and Printer Sharing for Microsoft Networks.

1. On the Start menu, expand All Programs > Accessories.

2. Right-click Notepad and select Run as administrator. If the User Account Control window appears, click Yes.
Notepad opens.
3. In Notepad, on the File menu, select Open.
4. In the drop-down selection box in the lower-right corner of the Open dialog box, select All Files (*.*).
5. Browse to C:\Windows\System32\Drivers\etc or %systemroot%\system32\drivers\etc.
6. Select the hosts file.
7. Click Open.
8. At the end of the file, type: 127.0.0.1 localhost.

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wizard.

9. On the File menu, select Save.

10. Close all windows.
11. Go to the Setting up File and Printer Sharing for Microsoft Networks section.

Setting up File and Printer Sharing for Microsoft Networks

1. Open Control Panel and select Network and Internet. Select Network and Sharing Center.
2. Click Local Area Connection in the View your active networks section. Click Properties.
The Local Area Connection Properties dialog box appears (Figure 93).
3. Verify Client for Microsoft Networks is selected.
Figure 93: Local Area Connection Properties Dialog Box

4. Verify File and Printer Sharing for Microsoft Networks is selected. If this option is not selected or does not
appear, proceed to Step 5.
If this option is selected, click OK to close the dialog box and go to Disabling Additional Network Cards.
5. Click Install. The Select Network Feature Type dialog box appears.
6. Select Service.
7. Click Add. The Select Network Service dialog box appears.
8. Select File and Printer Sharing for Microsoft Networks.
9. Click OK.
10. Verify that File and Printer Sharing for Microsoft Networks is selected.

11. Click OK to close the dialog box and go to Disabling Additional Network Cards.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Disabling Additional Network Cards

ADS or SCT software supports only one enabled network card. If your computer has one network card, skip this
section and go to Web Browser. If your computer has multiple network cards enabled, follow the steps in this section
to disable the additional cards.
1. In Control Panel, select System and Security, System, then click Device Manager in the left pane. If the User
Account Control window appears, click Continue or Yes.
The Device Manager window appears.
2. Expand the Network Adapters item.
3. If you have only one network card listed, go to the Web Browser section.
If you have more than one network card listed, go to Step 4.
4. Right-click the network card you are not using and select Disable from the menu.
5. Close all windows and go to the Web Browser section.

Web Browser
Your computer must have a supported version of Internet Explorer® installed to reach the Launcher download page,
which lets you install the Launcher application used to launch the Site Management Portal UI. After you install the
Launcher, the web browser is no longer required to access the Site Management Portal UI.
As an option, you can use other browsers to download the Launcher, such as Google® Chrome® and Mozilla®
Firefox®, but they are not supported.

Verifying Your Computer Has a Supported Version of Internet Explorer Installed

1. Open Internet Explorer.
2. From the Help menu or icon, select About Internet Explorer. The About Internet Explorer dialog box appears.
3. Verify the version is 8, 9, 10, or 11.
Note: Any other version of the Internet Explorer web browser is not supported.
Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option, found under Tools > Compatibility
View Settings, to ensure that websites appear and function correctly.
4. Click OK and close the browser window.
5. If you do not have Internet Explorer version 8, 9, 10, or 11 installed, go to Installing the Internet Explorer Web
Browser.
If you have Internet Explorer version 8, 9, 10, or 11, go to Computer Power Options.

Installing the Internet Explorer Web Browser

1. Go to the Microsoft® Download website at http://www.microsoft.com/download.
2. In the Search box, type the Internet Explorer version that you want to download (for example, Internet Explorer
9).
3. Follow the download instructions provided on the web page, saving the installation file to your computer.
4. Run the Internet Explorer web browser installation file you downloaded in Step 3. Installation may take several
minutes.
5. Go to the Computer Power Options section.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Computer Power Options

Note: We recommend you use the settings covered in the following sections for all computers running the ADS
software. For SCT computers, these settings are optional but recommended if you are using the Metasys
Advanced Reporting System. The SCT must be online and accessible over the network for the reporting
features to function. If you do not wish to change the power settings on your SCT computer, return to the
wizard overview steps.

Setting Power Options for the Computer

1. In Control Panel, select Hardware or Hardware and Sound, then Power Options. The Power Options dialog box
appears.
2. Select the Create a power plan option in the left pane. If the User Account Control window appears, click Allow.
3. Select the High Performance plan. Click Next.
4. Select a number of minutes for turning off the display. The default of 15 minutes is fine. If you have the Put the
Computer to Sleep option, select Never. Click Create.
5. Click the Change plan settings option for the custom plan you just created and select the Change advanced
power settings option. The Power Options dialog appears.
6. Expand the Hard disk option and under the Turn off hard disk after setting, either enter 0 in the dialog box
or click the down arrow until Never is displayed.
7. Expand the Sleep option and under the Hibernate after setting, select Never. Some computers may not provide
this setting.
Note: If you are installing on a laptop computer, you may see more than one drop-down selection box for the
computer when receiving power and when on battery power. Select Never in both boxes.
8. Click OK to close the Power Options dialog box. Close all windows.
9. In Control Panel, select System and Security, select System, then select Advanced system settings. Click
Continue or Yes if prompted for consent. The System Properties window appears.
10. On the Advanced tab, in the Startup and Recovery section, click Settings. The Startup and Recovery box
appears.
Note: If you do not see this selection or box, go to Step 12.
11. In the System failure section, select the Automatically restart option.
12. Click OK.
13. Close the System Properties window and go to Setting Power Options for the Network Card.

Setting Power Options for the Network Card

1. In Control Panel, select System and Security, System, then click Device Manager in the left pane. If the User
Account Control window appears, click Continue or Yes. The Device Manager window appears.
2. Expand the Network Adapters item.
3. Right-click the network card and select Properties from the menu.
Note: If no network cards are visible, you do not have a network card. Go to Step 6.
4. Select the Power Management tab. Clear the option Allow the computer to turn off this device to save power.
5. Click OK.
6. Close all windows.
7. Go to Setting Power Failure Options for the Computer.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Setting Power Failure Options for the Computer

Follow these steps to make sure your computer comes back online after a power failure. This procedure requires
that you access the computer’s BIOS settings while the computer is starting up.
Accessing and changing BIOS settings may vary depending on the computer you are using. Seek input from the IT
department if you are unsure how to change the computer’s BIOS settings.
Note: You may wish to use an Uninterruptible Power Supply (UPS) to prevent your computer from going offline
during a power failure.
1. Restart the computer and while the computer is starting up, press the appropriate key to enter Setup mode (for
example, F10).
2. Edit the appropriate Power Management settings so the computer restarts after a power failure (for example,
set After Power Failure to Switch On).
3. Save changes and exit Setup mode.
4. If your computer requires a locale other than English (United States), go to Verifying Computer Locale.
If your computer uses the English (United States) locale, go to Verifying the Computer Name for the ADS.

Verifying Computer Locale

If your computer requires a locale other than English (United States), you must verify the computer local setting is
correct for your area. You also need to apply the appropriate language installation files for your language and
localization. Refer to the Language Installation Program Help (LIT-12011349).
1. In Control Panel, click Clock, Language, and Region.
2. Click Region and Language.
3. Click the Administrative tab. See Figure 94.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 94: Changing System Locale

4. Under the Language for non-Unicode programs section, click Change system locale. Click Yes if prompted for
consent. The screen for selecting the system locale appears (Figure 95).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 95: Selecting Current System Locale

5. Select the desired language from the drop-down list. Click OK.
6. Restart the computer for the changes to take effect.
7. Go to the Verifying the Computer Name for the ADS section.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying the Computer Name for the ADS

Note: If this computer is for running SCT software only, skip this section and return to the wizard overview steps.

1. Click the Start button, right-click Computer, then select Properties. The System Properties window appears
(Figure 96).

2. Look for the computer name portion of the Full computer name line. For example, SYSTEM-1 is the computer
name in Figure 96.
Note: The computer name may contain a domain name (for example, mycorp.com). The restrictions in this
section do not apply to the domain name portion of the full computer name.
Figure 96: System Properties Window

3. Verify that the computer name portion:

• begins with a letter, not a number
• contains a maximum of 15 characters
• contains only letters A-Z (upper or lower case), numbers 0-9, and hyphens

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• does not end in ADS

• matches the object ID of the device object as defined in the SCT archive database (upgrade only)
If, for some reason, the name of your computer name does not comply with these rules, change the computer
name now. If you change the name after installing the ADS/ADX software, see Appendix: Changing the ADS or
ADX Name and the Computer Name on an ADS and Unified ADX.
Note: If you change the name of the computer now, and you have SQL Server® software installed, see Appendix:
Changing the ADS or ADX Name and the Computer Name on an ADS and Unified ADX for steps on
changing the name used by the SQL Server software.
4. Close all windows.
5. Go to Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed.

Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window appears.
2. In the left pane, click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. Verify the check box that appears next to Internet Information Services (IIS) is selected.
If Internet Information Services (IIS) is not selected, IIS is not installed on your computer. Go to Installing IIS
Version 7.5, ASP.NET, and SNMP.
If Internet Information Services (IIS) is selected, you have IIS installed. Also make sure that the correct IIS
components are selected by matching your selections with those shown in Figure 98. If any setting does not
match Figure 98, make the change now and click OK. Then go to Step 5.
5. With the Windows Features window open, expand Internet Information Services > World Wide Web Services >
Application Development Features. Verify that the ASP.NET box is checked.
If ASP.NET is selected, go to Step 6.
If ASP.NET is not selected, go to Step 5 in Installing IIS Version 7.5, ASP.NET, and SNMP.
6. With the Windows Features window open, expand Simple Network Management Protocol (SNMP). Verify that
the Simple Network Management Protocol (SNMP) and WMI SNMP Provider boxes are checked.
If Simple Network Management Protocol (SNMP) and WMI SNMP Provider are selected, go to Verifying Your
Computer Has Message Queuing Service Installed.
If Simple Network Management Protocol (SNMP) and WMI SNMP Provider are not selected, select them both
and click OK. Then go to Verifying Your Computer Has Message Queuing Service Installed.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing IIS Version 7.5, ASP.NET, and SNMP

1. In Control Panel, click Programs, then click Programs and Features.
2. In the left pane, click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. In the Windows Features window, fill in the box for Internet Information Services (Figure 97).
Figure 97: Internet Information Services

5. Expand all features under Internet Information Services and select the check boxes so that they match what is
shown in Figure 98.

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wizard.

Figure 98: Summary of Settings: Internet Information Services

6. In the Windows Features window, locate the box for Simple Network Management Protocol (SNMP) and select
the two check boxes as shown in Figure 99.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 99: Simple Network Management Protocol

7. Click OK to save your changes. A progress bar appears as IIS, ASP.NET, and SNMP are installed on your
computer.
8. After installation is complete, close all windows.
9. Go to Verifying Your Computer Has Message Queuing Service Installed.

Verifying Your Computer Has Message Queuing Service Installed

Note: The computer requires Message Queuing service if you are installing ADS software. For stand-alone SCT
installation only, Message Queuing is not required; skip this section and go to Verifying Your Computer Has
SP1 for Windows 7 Installed.
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window appears.
2. In the left pane, click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. Fully expand Microsoft Message Queue (MSMQ) Server features.
5. Verify that the check box that appears next to Microsoft Message Queue (MSMQ) Server Core is selected (Figure
100).
If the Microsoft Message Queue (MSMQ) Server Core box is not selected, this feature is not installed on your
computer. Go to Installing and Configuring Message Queuing Service.
If the Microsoft Message Queue (MSMQ) Server Core box is selected, you have this feature installed. Go to
Verifying Your Computer Has SP1 for Windows 7 Installed.

Installing and Configuring Message Queuing Service

Note: The Message Queuing service must be installed and running at all times if the computer has ADS and SCT
software. Do not stop, uninstall, or restart this service. For stand-alone SCT installation only, Message
Queuing is not required; skip this section and go to Verifying Your Computer Has SP1 for Windows 7 Installed.

1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window
appears.
2. In the left pane, click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

4. In the Windows Features window, expand Microsoft Message Queue (MSMQ) Server and select Microsoft
Message Queue (MSMQ) Server Core (Figure 100). Do not select any of the other subfeatures.
Figure 100: Microsoft Message Queue Server

5. Click OK to save your changes. A progress bar appears as this new component is installed on the computer.
6. Go back to Control Panel and click System and Security > Administrative Tools.
7. Double-click Services. Click Yes if prompted by the User Access Control dialog. The Services window appears.
8. Right-click Message Queuing and select Properties. The Message Queuing Properties box appears (Figure
101).
Figure 101: Message Queuing Properties: Recovery Tab

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wizard.

9. On the Recovery Tab (in the First failure, Second failure, and Subsequent failures drop-down list boxes on
Figure 101), select Restart the Service.
10. Click OK to save your changes.
11. Close all windows.
12. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADS, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
13. Go to Verifying Your Computer Has SP1 for Windows 7 Installed.

Verifying Your Computer Has SP1 for Windows 7 Installed

1. In Control Panel, select System and Security, then System.
2. In the Windows edition section, verify that Service Pack 1 appears.
3. If Service Pack 1 does not appear, go to Installing SP1 for Windows 7.
If Service Pack 1 appears, go to Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed.

Installing SP1 for Windows 7

1. To obtain SP1 for Windows 7, go to the Windows Download Center website (www.microsoft.com/downloads)
and search for Windows 7 and Windows Server 2008 R2 Service Pack 1 (KB976932).
2. Follow the instructions to download and install SP1 for Windows 7. The download files for the 32-bit and 64-bit
versions of Windows 7 are different, so be sure to select the file that matches your edition.
3. After installation completes, go to Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed.

Verifying Your Computer Has Microsoft .NET Framework 3.5 SP1 Installed
Note: For Windows 7, Microsoft .NET Framework 3.5.1 is automatically installed when you install the operating
system.
1. In Control Panel, open Programs, then Programs and Features.
2. In the left pane, click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. In the Windows Features window, locate the Microsoft .NET Framework 3.5 feature.
If Microsoft .NET Framework 3.5 is not installed, go to Step 5 in Installing Microsoft .NET Framework 3.5.
5. Verify the check box that appears next to Microsoft .NET Framework 3.5 is selected and Windows Communication
Foundation HTTP Activation is selected.
If Microsoft .NET Framework 3.5 is not selected and Windows Communication Foundation HTTP Activation is
not selected, you do not have .NET Framework version 3.5 installed. Go to Step 5 in Installing Microsoft .NET
Framework 3.5.
If Microsoft .NET Framework 3.5 is selected and Windows Communication Foundation HTTP Activation is
selected, you have .NET Framework version 3.5 installed. Go to Checking for and Installing the Windows Software
DST Update for Windows 7.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing Microsoft .NET Framework 3.5

1. In Control Panel, open Programs, then Programs and Features.
2. In the left pane, click Turn Windows features on or off.
3. Click Yes if prompted for consent. The Windows Features window appears.
4. In the Windows Features window, locate the Microsoft .NET Framework 3.5 feature (Figure 102).
Figure 102: Installing Microsoft .NET Framework 3.5

5. Select Microsoft .NET Framework 3.5 and Windows Communication Foundation HTTP Activation.
6. Click OK to save your changes. A progress bar appears as this new component is installed on your computer.
7. Close all windows.
8. Go to Checking for and Installing the Windows Software DST Update for Windows 7.

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wizard.

Checking for and Installing the Windows Software DST Update for Windows
7
1. In Control Panel, click Programs > Programs and Features, then select View Installed Updates in the left pane
of the window.
2. Click the Name column to sort the list alphabetically and type kb2904 in the search box (Figure 103).
Figure 103: Installed Updates - Windows 7 Example

3. In the Microsoft Windows section, look for the following:

Update for Microsoft Windows (KB2904266)
4. If you do not find KB2904266, continue to Step 5.
If you do find KB2904266, go to Appendix: Installing Antivirus Software, then go to Configuring the Windows
Firewall for Windows 7.
5. Close the View Installed Updates screen.
6. Using a web browser, navigate to http://support.microsoft.com/kb/2904266/.
Note: You can also search for the update number on http://www.microsoft.com/downloads.
7. Use the instructions on the Microsoft Corporation page to download and install the update for Windows 7.
Note: If a message appears at the start of installation that indicates the update is not applicable to your computer,
the update may have been installed during an automatic Windows update session. In some cases, the
update was installed but KB2904266 does not show up as an installed update. Click OK to the user
message and disregard this DST update.
8. Close all windows.
9. If you need to install antivirus software, go to Appendix: Installing Antivirus Software. Otherwise, go to Configuring
the Windows Firewall for Windows 7.

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wizard.

Configuring the Windows Firewall for Windows 7

Note: If you are upgrading to the new Metasys system release, the computer's firewall settings may already be
configured. Skip this section and go to SQL Server Software.
1. In Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears
(Figure 104).
2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall.
Figure 104: Windows Firewall

3. Click Advanced Settings. The Windows Firewall with Advanced Security window appears (Figure 105).
Figure 105: Windows Firewall with Advanced Security

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wizard.
4. In the left pane, click Inbound Rules. The Inbound Rules pane appears (Figure 106).
Figure 106: Windows Firewall - Inbound Rules

5. In the Actions pane, select New Rule. The New Inbound Rule Wizard opens and the Rule Type window appears
(Figure 107).
Figure 107: New Inbound Rule Wizard: Rule Type

6. Select Port and click Next. The Protocol and Ports window appears (Figure 108).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 108: New Inbound Rule Wizard: TCP Protocol and Ports

7. Select TCP, and in the Specific Local Ports field, enter the port numbers specified in Table 69 and shown in
Figure 108 (80,88,123,135,389,443,445,1025,1433).
Table 69: Ports to Open for TCP Protocol
Name Port
1 Protocol
HTTP 80 TCP
Kerberos 88 TCP
NTP 123 TCP
RPC 135 TCP
LDAP 389 TCP
SSL 443 TCP
NTLMv2 445 TCP
RPC 1025 TCP
MS SQL DB 1433 TCP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

8. Click Next. The Action window appears (Figure 109).

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wizard.

Figure 109: New Inbound Rule Wizard: Action

9. Select Allow the connection. Click Next. The Profile window appears (Figure 110).
Figure 110: New Inbound Rule Wizard: Profile

10. Keep all profile check boxes selected (default). Click Next. The Name window appears (Figure 111).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 111: New Inbound Rule Wizard: Name

11. Specify Metasys (TCP Protocol) as the name. Optionally, you can add a description to identify this new rule.
Click Finish.
The Inbound Rules table refreshes to indicate the new rule called Metasys (TCP Protocol). Ports 80, 88, 123,
135, 389, 443, 445, 1025, and 1433 are now open and ready for use.
12. Repeat Step 5 through Step 11 to add a new Metasys inbound rule for the UDP protocol. When the Protocol
and Ports window appears (Figure 112), select UDP, and in the Specific Local Ports field, enter the port numbers
listed in Table 70 and shown in Figure 112 (25,67,68,53,88,161,162,9911,47808).
Table 70: Ports to Open for UDP Protocol
Name Port
1 Protocol
SMTP 25 UDP
DHCP 67 UDP
DHCP 68 UDP
DNS 53 UDP
Kerberos 88 UDP
SNMP 161 UDP
SNMP Trap 162 UDP
SYPE-Transport 9911 UDP
BACnet 47808 UDP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

13. Complete the steps to add the new inbound rule. Name the new rule Metasys (UDP Protocol).

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wizard.

Figure 112: New Inbound Rule Wizard: UDP Protocol and Ports

When finished, the Windows Firewall with Advanced Security window appears with the Inbound Rules table
refreshed to indicate the new rule called Metasys (UDP Protocol). Ports 25, 67, 68, 53, 88, 161, 162, 9911, and
47808 are now open and ready for use.
14. In the Windows Firewall with Advanced Security window, verify that the two new Metasys inbound rules are
defined and enabled (Figure 113).
Figure 113: Metasys Inbound Rules Defined and Enabled

15. Close the Windows Firewall with Advanced Security window.

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wizard.
16. Close all windows. If you are installing SQL Server software, go to SQL Server Software. Otherwise, go to
Verifying Your Computer Has SQL Server Software Installed.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Windows Server 2012 R2 and Windows Server 2012

Important: The Windows Server® 2012 R2 and Windows Server 2012 computer you want to use for Metasys
software must have had the operating system installed on a cleanly formatted hard disk. We do not
support the operating system if it was upgraded from a previous version of Windows (for example,
upgraded to Windows Server 2012 from Windows Server 2008 R2). To verify, make sure a folder
named WINDOWS.OLD does not exist on the hard disk. If the WINDOWS.OLD folder is present,
reinstall Windows Server 2012 R2 or Windows Server 2012 from the media, making sure you format
the hard disk prior to operating system installation. Before you reimage the hard disk, verify that you
have all necessary software drivers.
We currently support Windows Server 2012, and Windows Server 2012 R2 (Standard and Enterprise editions) for
ADS/ADX, SCT, and MVE software.
Security features in Windows Server 2012 R2 and Windows Server 2012 sometimes require you to run certain
applications with Administrator rights. To do this, right-click the icon for the application and select the Run as
Administrator option.
Windows Server 2012 uses IIS version 8.0 and Windows Server 2012 R2 uses IIS version 8.5 on a unified ADX or
on the web/application computer of a split ADX. Internet Information Services (IIS) is not required on the database
computer of a split ADX. You install IIS as a Windows component by using the Add Roles and Features Wizard (see
Installing Required Roles and Features). Table 71 summarizes each section of the Roles and Features Wizard.
Table 71: Roles and Features Wizard Sections
Wizard Section Description Required Selection
Before You Begin Introduction to the Wizard Click Skip this page by default.
Installation Type Type of server you are configuring Click Role-based or feature-based installation.
Server Selection Selection of the server Select a server from the server pool.
Server Roles Selection of the roles required for the server See Table 75.
computer to run Metasys software
Features Selection of the features required for the server See Table 74.
computer to run Metasys software
Confirmation List of selected roles and features that are to be Click Next to continue.
installed on the computer
Results Validation of which components were installed Click Finish.

After you make a change to the roles and features of the server, a yellow banner with an exclamation point icon
may appear to indicate that you must restart the computer to complete the installation. Always restart the computer
when requested.

lnstalling Desktop Experience

The steps for Windows Server 2012 R2 and Windows Server 2012 assume that you have installed the Windows
Desktop Experience feature. Without Desktop Experience, the desktop appears as a blank screen. Follow the steps
in this section to install Desktop Experience.
1. If your computer shows a blank screen with a Command Prompt window, type powershell at the command
prompt and press Enter. Type the following command exactly as shown and press Enter:
Add-WindowsFeature Desktop-Experience
Desktop Experience installs. When the installation is complete, restart the computer by typing the following
command and pressing Enter:
shutdown /r
Go to Disabling User Account Control.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

If your computer shows the Start screen, open Server Manager, click Add roles and features, and click Next
to accept the default options while navigating through each screen of the Add Roles and Features Wizard until
you reach the Select Features window.
2. Add the feature called Desktop Experience under User Interfaces and Infrastructure (Figure 114), clicking Add
Features when prompted.
Figure 114: Desktop Experience for Windows Server 2012

3. Confirm the feature selection and navigate through the screens to install the feature.
4. Restart the computer to complete the installation.
5. Go to Disabling User Account Control .

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Disabling User Account Control

Note: This procedure is required if you want to use Release 10.0 CCT software in Passthru mode from SCT on a
Windows Server 2012 R2 or Windows Server 2012 (64-bit only) computer. If you do not perform these steps,
Passthru mode does not function. Also, follow this procedure if you need to download resource files for a
VND integration into a supervisory engine.
1. On the Start screen, click Control Panel. Control Panel appears.
2. In Control Panel, click System and Security > Action Center. The Action Center window appears.
3. Click Change User Account Control settings. The User Account Control window appears (Figure 115).
Figure 115: Disabling User Account Control

4. Move the slider bar to the bottom position called Never notify.
5. Click OK, and then click Yes to the warning message that may appear.
6. Restart the computer to make the change effective.
7. Go to Verifying Administrative Privileges.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying Administrative Privileges

You must have Administrative privileges on your Windows Server 2012 or Windows Server 2012 R2 operating
system to install ADS or SCT software.
If you access the ADS or SCT computer remotely, you may need to contact the IT department to verify your privileges.
After you verify the privileges, go to Showing Hidden Files and Folders.
1. On the Start screen, click Control Panel. Click User Accounts, and then click User Accounts.
2. On the User Accounts window, make sure the logged in user is assigned an Administrator role (Figure 116).
Figure 116: User Accounts Window

3. If you do not have administrative rights, contact your IT department to change your access rights.
4. Go to the Showing Hidden Files and Folders section.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Showing Hidden Files and Folders

To see the Application Data folder (later in the procedures), you must make hidden files and folders visible.
1. On the Start screen, click Control Panel. Select Appearance and Personalization, and then select Folder
Options. The Folder Options dialog box appears.
2. Select the View tab (Figure 117).
Figure 117: Folder Options Dialog Box

3. Under Advanced settings:

a. Select Show hidden files, folders, and drives
b. Clear the selection of Hide extensions for known file types.
c. Clear the selection of Hide protected operating system files (Recommended). Click Yes to the warning
message that appears.
4. Click OK.
5. Go to Adjusting Visual Effects.

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wizard.

Adjusting Visual Effects

Note: This procedure is intended to increase the performance of Windows Server 2012 and Windows Server 2012
R2 computers used for ADS or SCT software.

1. On the Start screen, click Control Panel. Click System and Security > System (Figure 118).
Figure 118: System and Security Screen

2. Click Advanced system settings in the left pane. Click Continue or Yes if prompted for consent. The System
Properties window appears. Click the Advanced tab (Figure 119).

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wizard.

Figure 119: System Properties - Advanced Tab Selected

3. On the Advanced tab, in the Performance section, click Settings. The Performance Options box appears (Figure
120).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 120: Performance Options

4. With the Visual Effects tab selected, click the option Adjust for best performance.
5. Click OK.
6. Go to Adjusting the Hosts File.

Adjusting the Hosts File

Note: This procedure is required only if you do not have Domain Name Service (DNS) on your site. If you have
DNS, go to Setting up File and Printer Sharing for Microsoft Networks.

1. On the Start screen, move the cursor to the bottom of the screen and click the down arrow. The full Apps screen
appears.
2. Under Windows Accessories, click Notepad and select the Run as administrator option that appears on the
bottom of the screen. Notepad opens.
3. In Notepad, on the File menu, click Open.
4. In the Text Documents (*.txt) selection box in the lower-right corner, select All Files (*.*).
5. Browse to C:\Windows\System32\Drivers\etc or %systemroot%\system32\drivers\etc.
6. Select the hosts file.
7. Click Open.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

8. At the end of the file, type: 127.0.0.1 localhost. Or, if this line is already present in the file, remove the comment
(#) character.
9. On the File menu, click Save.
10. Go to the Setting up File and Printer Sharing for Microsoft Networks section.

Setting up File and Printer Sharing for Microsoft Networks

1. On the Start screen, click Control Panel. Select Network and Internet. Select Network and Sharing Center.
2. In the View your active networks section, click Ethernet (or Ethernet 2). Click Properties.
The Ethernet Properties dialog box appears (Figure 121).
3. Verify Client for Microsoft Networks is selected.
Figure 121: Ethernet Properties Dialog Box

4. Verify File and Printer Sharing for Microsoft Networks is selected. If this option is not selected or does not
appear, proceed to Step 5.
If this option is selected, click OK to close the dialog box and go to Disabling Additional Network Cards.
5. Click Install. The Select Network Feature Type dialog box appears.
6. Select Service.
7. Click Add. The Select Network Service dialog box appears.
8. Select File and Printer Sharing for Microsoft Networks.
9. Click OK.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

10. Verify that File and Printer Sharing for Microsoft Networks is selected.
11. Click OK to close the dialog box and go to Disabling Additional Network Cards.

Disabling Additional Network Cards

ADS and SCT software supports only one enabled network card. If your computer has one network card, skip this
section and go to Computer Power Options. If your computer has multiple network cards enabled, follow the steps
in this section to disable the additional cards.
1. On the Start screen, click Control Panel. Go to System and Security > System, and then click Device Manager
in the left pane. If the User Account Control window appears, click Continue or Yes.
The Device Manager window appears.
2. Expand the Network Adapters item.
3. If you have one network card listed, go to the Computer Power Options section.
If you have more than one network card listed, go to Step 4.
4. Right-click the network card you are not using and click Disable. Click Yes to any prompt that may appear about
whether to disable the network card.
5. Close all windows and go to the Computer Power Options section.

Computer Power Options

Note: We recommend you use the settings covered in the following sections for all computers running the ADS
software. For SCT computers, these settings are optional but recommended if you are using the Metasys®
Advanced Reporting System. The SCT must be online and accessible over the network for the reporting
features to function. If you do not wish to change the power settings on your SCT computer, return to the
wizard overview steps.

Setting Power Options for the Computer

1. On the Start screen, click Control Panel. Select Hardware or Hardware and Sound, and then select Power
Options. The Power Options dialog box appears.
2. Select the Create a power plan option in the left pane. If the User Account Control window appears, click Allow.
3. Select the High Performance plan. Enter a name for the power plan in the Plan name field. Click Next.
4. Select a number of minutes for turning off the display or leave the default at 15 minutes. If the Put the Computer
to Sleep option is shown, select Never. Click Create.
5. Click the Change plan settings option for the custom plan you just created and select the Change advanced
power settings option. The Power Options dialog box appears.
6. Expand the Hard disk option and verify that Never is specified for the Turn off hard disk after setting. If not,
click Change settings that are currently unavailable and type 0 in this dialog box.
7. Click OK to save the change and close the Power Options dialog box.
8. Click Control Panel in the navigation bar to return to the Control Panel window. Select System and Security,
select System, and then select Advanced system settings. Click Continue or Yes if prompted for consent.
The System Properties window appears.
9. On the Advanced tab, in the Startup and Recovery section, click Settings. The Startup and Recovery box
appears.
Note: If you do not see this selection or box, go to Step 12.
10. In the System failure section, select the Automatically restart option.
11. Click OK.
12. Close the System Properties window and go to Setting Power Options for the Network Card.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Setting Power Options for the Network Card

1. On the Start screen, click Control Panel. Select System and Security, System, and then click Device Manager
in the left pane. If the User Account Control window appears, click Continue or Yes. The Device Manager window
appears.
2. Expand the Network Adapters item.
3. Right-click the network card and then click Properties.
Note: If no network cards are visible, you do not have a network card. Go to Step 6.
4. Select the Power Management tab. Clear the option Allow the computer to turn off this device to save
power.
5. Click OK.
6. Close all windows.
7. Go to Setting Power Failure Options for the Computer.

Setting Power Failure Options for the Computer

Follow these steps to make sure your computer comes back online after a power failure. This procedure requires
that you access the computer’s BIOS settings while the computer is starting up.
Accessing and changing BIOS settings may vary depending on the computer you are using. Seek input from the IT
department if you are unsure how to change the computer’s BIOS settings.
Note: You may wish to use an Uninterruptible Power Supply (UPS) to prevent your computer from going offline
during a power failure.
1. Restart the computer. While the computer is starting up, press the appropriate key to enter Setup mode (for
example, F10).
2. Edit the appropriate Power Management settings so the computer restarts after a power failure (for example,
set After Power Failure to Switch On).
3. Save changes and exit Setup mode.
4. If your computer requires a locale other than English (United States), go to Verifying Computer Locale.
If your computer uses the English (United States) locale, go to Verifying the Computer Name for the ADS.

Verifying Computer Locale

If your computer requires a locale other than English (United States), you must verify the computer local setting is
correct for your area. You also need to apply the appropriate language installation files for your language and
localization. Refer to the Language Installation Program Help (LIT-12011349).
1. On the Start screen, click Control Panel. Click Clock, Language, and Region.
2. Click Region.
3. Click the Administrative tab. See Figure 122.

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Figure 122: Changing System Locale

4. In the Language for non-Unicode programs section, click Change system locale. Click Yes if prompted for
consent. The screen for selecting the system locale appears (Figure 123).

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wizard.

Figure 123: Selecting Current System Locale

5. Select the desired language from the drop-down list. Click OK.
6. Restart the computer for the changes to take effect.
7. Go to the Verifying the Computer Name for the ADS section.

Verifying the Computer Name for the ADS

Note: If this computer is for running SCT software only, skip this section and return to the wizard overview steps.

1. On the Start screen, click Control Panel. Click System and Security > System. The System Properties window
appears (Figure 124).

2. Look for the computer name on the Full computer name line. For example, MAIN-ADX is the computer name
in Figure 124.
Note: The computer name may contain a domain name (for example, mycorp.com). The restrictions in this
section do not apply to the domain name portion of the full computer name.

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Figure 124: System Properties Window: Windows Server 2012 Example

3. Verify that the computer name:

• begins with a letter, not a number
• contains a maximum of 15 characters
• contains only letters A-Z (upper or lower case), numbers 0–9, and hyphens
• does not end in ADS
• matches the object ID of the device object as defined in the SCT archive database (upgrade only)
If the name of your computer does not comply with these rules, you can change the computer name now.
However, if SQL Server software is installed, remove SQL Server before you change the computer name, and
then reinstall the software before you install Metasys software. Follow these steps to change the computer name:
a. Click Change settings on this window. The System Properties window appears.
b. Click Change. The Computer Name/Domain Changes window appears.
c. Specify a valid name in the Computer Name field.
d. Click OK to save the change, and then click OK to restart the computer to apply the change.
If you change the name after you install the ADS/ADX software, see Appendix: Changing the ADS or ADX Name
and the Computer Name on an ADS and Unified ADX.
Note:
4. Close all windows.
5. Go to Verifying That Your Computer Has Required Roles and Features Installed.

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Verifying That Your Computer Has Required Roles and Features Installed
1. On the Start screen, click Server Manager. The Server Manager window appears.
2. Click Add roles and features. The Add Roles and Features Wizard appears.
3. On the Before You Begin screen, click Next. The Select Installation type screen appears.
4. Click Role-based or feature-based installation. Click Next. The Select Destination Server screen appears.
5. Select the server from the Server Pool table. Click Next. The Select Server Roles screen appears.
6. In the Select Server Roles table, verify that Web Server (IIS) is selected.
If Web Server (IIS) is not selected, IIS is not installed on your computer. Go to Installing Required Roles and
Features.
If Web Server (IIS) is selected, IIS is installed on your computer. Go on to the next step.
7. Verify the selected options against what is listed in the following table. Add or remove the selections as necessary
to match the selections shown in this table.
Table 72: Verify Web Server (IIS) Role Selections for Windows Server 2012
Common HTTP Features
Default Document
Directory Browsing
HTTP Errors
Static Content
HTTP Redirection
WebDAV Publishing
Health and Diagnostics
HTTP Logging
Custom Logging
Logging Tools
ODBC Logging
Request Monitor
Tracing
Performance
Static Content Compression
Dynamic Content Compression
Security
Request Filtering
Basic Authentication
Centralized SSL Certification Support
Client Certification Mapping Authentication
Digest Authentication
IIS Client Certification Mapping Authentication
IP and Domain Restrictions
URL Authentication
Windows Authentication
Application Development

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Table 72: Verify Web Server (IIS) Role Selections for Windows Server 2012
.NET Extensibility 3.5
.NET Extensibility 4.5
Application Initialization
ASP
ASP.NET 3.5
ASP.NET 4.5
CGI
ISAPI Extensions
ISAPI Filters
Server Side Includes
WebSocket Protocol
Management Tools
IIS 6 Management Console
IIS 6 Management Compatibility
IIS 6 Metabase Compatibility
IIS 6 Scripting Tools
IIS 6 WMI Compatibility
IIS Management Scripts and Tools
Management Service

8. Click Next. The Select features screen appears.

9. In the Features table, fully expand all nodes to view all installed features.
10. Verify the selected features against what is listed in the following table. Add or remove the features as necessary
to match the selections shown in this table.
Table 73: Verify Feature Selections for Windows Server 2012
.NET Framework 4.5 Features
.NET Framework 4.5
ASP.NET 4.5
WCF Services
HTTP Activation
Message Queuing (MSMQ) Activation
Named Pipe Activation
TCP Activation
TCP Port Sharing
Message Queuing
Message Queuing Services
Message Queuing Server
Directory Service Integration
HTTP Support
Message Queuing Triggers

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Table 73: Verify Feature Selections for Windows Server 2012

Multicasting Support
Routing Service
Message Queuing DCOM Proxy
Remote Server Administration Tools
Feature Administration Tools
SMTP Server Tools
BitLocker Drive Encryption Administration Utilities
BITS Server Extensions Tools
Failover Cluster Tools
IP Address Management (IPAM) Client
Network Load Balancing Tools
SNMP Tools
WINS Server Tools
Role Administrative Tools
SNMP Server
SNMP WMI Provider
User Interfaces and Infrastructure
Graphical Management Tools and Infrastructure
Desktop Experience
Server Graphical Shell
Windows Powershell
Windows Powershell 3.0 (or Windows Powershell 4.0)
Windows Powershell 2.0 Engine
Windows Powershell Desired State Configuration
Windows Powershell ISE
Windows Powershell Web Access
Windows Process Activation Service
Process Model
.NET Environment 3.5
Configuration APIs
WoW 64 Support

11. Click Next. The Confirm installation selections screen appears. Use the scroll bar to review all selections before
continuing.
12. Click Install. A progress bar appears as the selections are installed on your computer.
13. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADX, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
14. After installation is successful, click Close, and then close all windows.
15. Go to Enabling ASP.NET.

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Installing Required Roles and Features

Note: Make sure you have access to the Windows computer and the Windows operating system media, because
the installation of some features require files that must be retrieved from the Windows Server 2012 R2 or
Windows Server 2012 media.
1. On the Start screen, click Server Manager. The Server Manager window appears.
2. Click Manage > Add Roles and Features. The Add Roles and Features Wizard appears.
3. On the Before You Begin screen, click Next. The Select Installation Type screen appears.
4. Click Role-based or feature-based installation. Click Next. The Select Destination Server screen appears.
5. Select the server from the Server Pool table. Click Next. The Select Server Roles screen appears.
6. Under Roles, select the Web Server (IIS) check box. When prompted to add features required by Web Server
(IIS), select the Include management tools (if applicable) check box and click Add Features.
7. Click Next and the Select Features screen appears.
8. Select the features exactly as listed in Table 74, also paying attention to the features that are not selected. As
you make a selection, a dialog box may appear to notify you that other related components are required for
your selection. Always click Add Features to install these additional components.
Note: The Message Queuing option is only necessary for a computer that has ADS and SCT software. This
option is not required if the computer is using SCT only.
Table 74: Feature Selections for Windows Server 2012 R2 and Windows Server 2012
.NET Framework 3.5 Features
.NET Framework 3.5 (includes .NET 2.0 and 3.0)
HTTP Activation
Non-HTTP Activation
.NET Framework 4.5 Features
.NET Framework 4.5
ASP.NET 4.5
WCF Services
HTTP Activation
Message Queuing (MSMQ) Activation
Named Pipe Activation
TCP Activation
TCP Port Sharing
Message Queuing
Message Queuing Services
Message Queuing Server
Directory Service Integration
HTTP Support
Message Queuing Triggers
Multicasting Support
Routing Service
Message Queuing DCOM Proxy
Remote Server Administration Tools
Feature Administration Tools

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wizard.

Table 74: Feature Selections for Windows Server 2012 R2 and Windows Server 2012
SMTP Server Tools
BitLocker Drive Encryption Administration Utilities
BITS Server Extensions Tools
Failover Cluster Tools
IP Address Management (IPAM) Client
Network Load Balancing Tools
SNMP Tools
WINS Server Tools
Role Administrative Tools
Note: Windows Server 2012 R2 pre-selects this option when you click Remote Server Administration Tools. You
may optionally install it.
SNMP Service
SNMP WMI Provider
User Interfaces and Infrastructure
Graphical Management Tools and Infrastructure
Desktop Experience
Server Graphical Shell
Windows Powershell
Windows Powershell 3.0 (or Windows Powershell 4.0)
Windows Powershell 2.0 Engine
Windows Powershell Desired State Configuration
Windows Powershell ISE
Windows Powershell Web Access
Windows Process Activation Service
Process Model
.NET Environment 3.5
Configuration APIs
WoW 64 Support

9. Click Next.
10. Click Next. An information screen about the Web Server Role (IIS) appears.
11. Click Next. The Server Role Services screen appears.
12. In the Role Services table, make the selections exactly as listed in Table 75, also paying attention to the roles
that are not selected. As you make a selection, a dialog box may appear to notify you that other related
components are required for your selection. Always click Add Feature to install these additional components.

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wizard.

Table 75: Web Server (IIS) Role Selections for Windows Server 2012 and Windows Server 2012 R2
Common HTTP Features
Default Document
Directory Browsing
HTTP Errors
Static Content
HTTP Redirection
WebDAV Publishing
Health and Diagnostics
HTTP Logging
Custom Logging
Logging Tools
ODBC Logging
Request Monitor
Tracing
Performance
Static Content Compression
Dynamic Content Compression
Security
Request Filtering
Basic Authentication
Centralized SSL Certification Support
Client Certification Mapping Authentication
Digest Authentication
IIS Client Certification Mapping Authentication
IP and Domain Restrictions
URL Authentication
Windows Authentication
Application Development

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 75: Web Server (IIS) Role Selections for Windows Server 2012 and Windows Server 2012 R2
.NET Extensibility 3.5
.NET Extensibility 4.5
Application Initialization
ASP
ASP.NET 3.5
ASP.NET 4.5
CGI
ISAPI Extensions
ISAPI Filters
Server Side Includes
WebSocket Protocol
Management Tools
IIS Management Console
IIS 6 Management Compatibility
IIS 6 Metabase Compatibility
IIS 6 Management Console
IIS 6 Scripting Tools
IIS 6 WMI Compatibility
IIS Management Scripts and Tools
Management Service

13. Click Next. The Confirm installation selections screen appears. On this screen, a message highlighted in
yellow may appear that indicates some source files, such as those for the .NET Framework 3.5 feature, must
be retrieved from the Windows Server 2012 R2 or Windows Server 2012 media.
14. Click Specify an alternate source path. The Specify Alternate Source Path screen appears.
15. In the Path field, type d:\sources\sxs, where d: is the drive letter of the Windows Server 2012 media (for
example, the DVD drive). This action tells the installer where to find the required files. Click OK.
16. Click Install. A progress bar appears as the selections are installed on your computer.
17. When installation is successful, click Close.
18. If you installed Message Queuing, go to Step 19. If you did not install Message Queuing, go to Enabling ASP.NET.
19. Go back to Control Panel and click System and Security > Administrative Tools.
20. Double-click Services. Click Yes if prompted by the User Access Control dialog box. The Services window
appears.
21. Right-click Message Queuing and then click Properties. The Message Queuing Properties box appears (Figure
125).

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wizard.

Figure 125: Message Queuing Properties: Recovery Tab

22. Click the Recovery tab.

23. On the Recovery tab, select Restart the Service in the First failure, Second failure, and Subsequent failures
drop-down list boxes (Figure 125).
24. Click OK to save your changes.
25. Close all windows.
26. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADX, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
27. Go to Enabling ASP.NET.

Enabling ASP.NET
1. On the Start screen, click Control Panel. Select System and Security, and then Administrative Tools.
2. In Administrative Tools, double-click Internet Information Services (IIS) Manager in the right pane. The Internet
Information Services (IIS) Manager window appears.
3. In the tree on the left, select the name of the local computer. When you select the computer, the message Do
you want to get started with MS Web Platform may appear. Click No to continue. The middle pane
refreshes to show an IIS configuration screen.
4. In the middle pane, locate the IIS section and double-click the ISAPI and CGI Restrictions icon. Verify that the
following items are allowed: ASP.NET v.2.0.50727 and ASP.NET v.4.0.30319 under the Framework 64 folder,
and ASP.NET v.2.0.50727 and ASP.NET v.4.0.30319 under the Framework folder.

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wizard.

5. If these items are not allowed, select each one and click Allow. You can ignore the Common Gateway Interface
(CGI) module alert in the upper-right pane.
Figure 126: ASP.NET Configuration

6. Close all windows.

7. Go to Checking for and Installing the Windows Software DST Update for Windows Server 2012 R2 and Windows
Server 2012.

Checking for and Installing the Windows Software DST Update for Windows
Server 2012 R2 and Windows Server 2012
1. On the Start screen, click Control Panel. Click Programs > Programs and Features, then select View Installed
Updates in the left pane of the window.
2. Click the Name column to sort the list alphabetically (Figure 127).
Figure 127: Installed Updates - Windows Server 2012 Example

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wizard.

3. With the list of currently installed programs and updates displayed, type the following in the Search box:
KB2904266
4. If you do not find KB2904266, continue to Step 5.
If you do find KB2904266, go to Appendix: Installing Antivirus Software, then go to Configuring the Windows
Firewall for Windows Server 2012 and Windows Server 2012 R2.
5. Close the Add or Remove Programs or View Installed Updates screen.
6. Using a web browser, navigate to http://support.microsoft.com/kb/2904266.
7. Use the instructions on the Microsoft Corporation page to download and install the update for Windows Server
2012 or Windows Server 2012 R2. If your operating system is using Enhanced Security, you may not be able to
install any updates until you add http://www.microsoft.com/downloads as a trusted site in the Internet Explorer
web browser.
Note: If a message appears at the start of installation that indicates the update is not applicable to your computer,
the update may have been installed during an automatic Windows update session. In some cases, the
update was installed but KB2904266 does not show up as an installed update. Click OK to the user
message and disregard this DST update.
8. Close all windows.
9. If you need to install antivirus software, go to Appendix: Installing Antivirus Software. Otherwise, go to Configuring
the Windows Firewall for Windows Server 2012 and Windows Server 2012 R2.

Configuring the Windows Firewall for Windows Server 2012 and Windows
Server 2012 R2
1. On the Start screen, click Control Panel. Click System and Security, then click Windows Firewall. The
Windows Firewall window appears (Figure 128).
2. On the Windows Firewall window, make sure the firewall is on. If not, turn on the Windows Firewall.
Note: An antivirus program might be managing the firewall. For example, if the computer uses Symantec
anti-virus software, the message These settings are being managed by vendor application Symantec®
Endpoint Protection may appear on the Windows Firewall screen. In this case, consult the local IT
department for further direction, and then continue to Step 3.
Figure 128: Windows Firewall

3. Click Advanced Settings. The Windows Firewall with Advanced Security window appears (Figure 129).

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wizard.

Figure 129: Windows Firewall with Advanced Security

4. In the left pane, click Inbound Rules. The Inbound Rules pane appears (Figure 130).
Figure 130: Windows Firewall - Inbound Rules

5. In the Actions pane, select New Rule. The New Inbound Rule Wizard opens, and the Rule Type window appears
(Figure 131).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 131: New Inbound Rule Wizard: Rule Type

6. Click Port and click Next. The Protocol and Ports window appears (Figure 132).
Figure 132: New Inbound Rule Wizard: TCP Protocol and Ports

7. Click TCP, and in the Specific Local Ports field, enter the port numbers specified in Table 76 and shown in
Figure 132 (80,88,123,135,389,443,445,1025,1433).

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wizard.

Table 76: Ports to Open for TCP Protocol

Name Port
1 Protocol
HTTP 80 TCP
Kerberos 88 TCP
NTP 123 TCP
RPC 135 TCP
LDAP 389 TCP
SSL 443 TCP
NTLMv2 445 TCP
RPC 1025 TCP
MS SQL DB 1433 TCP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

8. Click Next. The Action window appears (Figure 133).

Figure 133: New Inbound Rule Wizard: Action

9. Click Allow the connection. Click Next. The Profile window appears (Figure 134).

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wizard.

Figure 134: New Inbound Rule Wizard: Profile

10. Keep all profile selections selected (default). Click Next. The Name window appears (Figure 135).
Figure 135: New Inbound Rule Wizard: Name

11. Specify Metasys (TCP Protocol) as the name, and add an optional description to identify this new rule. Click
Finish.
The Inbound Rules table refreshes to indicate the new rule called Metasys (TCP Protocol). Ports 80, 88, 123,
135, 389, 443, 445, 1025, and 1433 are now open and ready for use.

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wizard.

12. Repeat Step 5 through Step 11 to add a new Metasys inbound rule for the UDP protocol. When the Protocol
and Ports window appears (Figure 136), click UDP, and in the Specific Local Ports field, enter the port numbers
listed in Table 77 and shown in Figure 136 (25,67,68,53,88,161,162,47808).
Figure 136: New Inbound Rule Wizard: UDP Protocol and Ports

Table 77: Ports to Open for UDP Protocol

Name Port
1 Protocol
SMTP 25 UDP
DHCP 67 UDP
DHCP 68 UDP
DNS 53 UDP
Kerberos 88 UDP
SNMP 161 UDP
SNMP Trap 162 UDP
SYPE-Transport 9911 UDP
BACnet 47808 UDP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

13. Complete the steps to add the new inbound rule. Name the new rule Metasys (UDP Protocol).
When finished, the Windows Firewall with Advanced Security window appears with the Inbound Rules table
refreshed to indicate the new rule called Metasys (UDP Protocol). Ports 25, 67, 68, 53, 88, 161, 162, 9911, and
47808 are now open and ready for use.
14. In the Windows Firewall with Advanced Security window, verify that the two new Metasys inbound rules are
defined and enabled (Figure 137).

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Figure 137: Metasys Inbound Rules Defined and Enabled

15. Close the Windows Firewall with Advanced Security window.

16. Close all windows. If you are installing SQL Server software, go to SQL Server Software. Otherwise, go to
Verifying Your Computer Has SQL Server Software Installed.

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Windows Server 2008 R2

Important: The Windows Server 2008 R2 computer that you want to use for Metasys software must have been
installed on a cleanly formatted hard disk. Do not use a computer that was upgraded from a previous
version of Windows (for example, upgraded to Windows Server 2008 R2 from Windows Server 2008).
The Windows upgrade process can leave behind files and registry settings that may adversely affect
the installation of Metasys system software. To verify, make sure a folder called WINDOWS.OLD does
not exist on the hard disk. If the WINDOWS.OLD folder is present, reinstall Windows Server 2008 R2
from the media, making sure you format the hard disk during operating system installation. Before you
reimage the computer, verify that you have all necessary software drivers.
We currently support Windows Server 2008 R2 (Standard and Enterprise, 64-bit editions) with SP1 for ADS/ADX
software, SCT software, and the MVE product. Also, if you have not yet applied SP1 to the Windows Server 2008
R2, follow the steps in Installing SP1 for Windows Server 2008 R2 before installing or upgrading Metasys software.
Security features in Windows Server 2008 R2 sometimes require you to run certain applications with Administrator
rights. To do this, right-click the icon for the application and select the Run as Administrator option.
Windows Server 2008 R2 uses IIS version 7.5 on a unified ADX or on the web/application computer of a split ADX.
IIS is not required on the database computer of a split ADX. You install IIS as a Windows component in the Installing
IIS Version 7.5, ASP.NET, and SNMP section.
The steps for Windows Server 2008 R2 presume you have selected the Category view for Control Panel, which is
the default view when the operating system is initially installed. If you are using Classic View, change to Category
view (Figure 138).
Figure 138: Category View Selection for Windows Server 2008 R2

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wizard.

Disabling User Account Control

Note: This procedure is required if you want to use CCT software in Passthru mode from SCT on a Windows 2008
Server (64-bit only) computer. If you do not perform these steps, Passthru mode does not function. Also,
follow this procedure if you need to download resource files for a VND integration into a supervisory engine.
1. In Control Panel, click System and Security > Action Center. The Action Center window appears.
2. Click Change User Account Control settings. The User Account Control window appears.
Figure 139: Disabling User Account Control

3. Move the slider bar to the bottom position called Never notify.
4. Click OK.
5. Restart the computer to make the change effective.
6. Go to Verifying Administrative Privileges.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying Administrative Privileges

You must have Administrative privileges on your Windows Server 2008 R2 operating system to install ADS or SCT
software.
If you access the ADS or SCT computer remotely, you may need to contact the IT department to verify your privileges.
After you verify the privileges, go to Showing Hidden Files and Folders.
1. In Control Panel, click User Accounts, then click User Accounts.
2. On the User Accounts window, make sure the logged in user is assigned an Administrator role (Figure 140).
Figure 140: User Accounts Window

3. Close all windows.

4. If you do not have administrative rights, contact your IT department to change your access rights.
5. Go to the Showing Hidden Files and Folders section.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Showing Hidden Files and Folders

To see the Application Data folder (later in the procedures), you must make hidden files and folders visible.
1. In Control Panel, select Appearance and Personalization, then Folder Options. The Folder Options dialog box
appears (Figure 166).
Figure 141: Folder Options Dialog Box

2. Select the View tab.

3. Under Advanced settings, select Show hidden files, folders, and drives.
4. Clear the selection of Hide extensions for known file types.
5. Clear the selection of Hide protected operating system files (Recommended). Click Yes to the Warning
message that appears to proceed with the change.
6. Click OK.
7. Go to Adjusting Visual Effects.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Adjusting Visual Effects

Note: This procedure is intended to increase the performance of a Windows Server 2008 R2 computer used for
ADS or SCT software.

1. In Control Panel, click System and Security > System (Figure 142).
Figure 142: System and Security Screen

2. Click Advanced system settings in the left pane. Click Continue or Yes if prompted for consent. The System
Properties window appears. Click the Advanced tab (Figure 143).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 143: System Properties - Advanced Tab Selected

3. On the Advanced tab, in the Performance section, click Settings. The Performance Options box appears (Figure
144).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 144: Performance Options

4. With the Visual Effects tab selected, click the option Adjust for Best Performance.
5. Click OK, then close all windows.
6. Go to Adjusting the Hosts File.

Adjusting the Hosts File

Note: This procedure is required only if you do not have Domain Name Service (DNS) on your site. If you have
DNS, go to Setting up File and Printer Sharing for Microsoft Networks.

1. On the Start menu, expand All Programs > Accessories.

2. Right-click Notepad and select Run as administrator. If the User Account Control window appears, click Yes.
Notepad opens.
3. In Notepad, on the File menu, select Open.
4. In the drop-down selection box in the lower right corner of the Open dialog box, select All Files (*.*).
5. Browse to C:\Windows\System32\Drivers\etc or %systemroot%\system32\drivers\etc.
6. Select the hosts file.
7. Click Open.
8. At the end of the file, type: 127.0.0.1 localhost.
9. On the File menu, select Save.
10. Close all windows.
11. Go to the Setting up File and Printer Sharing for Microsoft Networks section.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Setting up File and Printer Sharing for Microsoft Networks

1. Open Control Panel and select Network and Internet. Select Network and Sharing Center.
2. Click Local Area Connection in the View your active networks section. Click Properties.
The Local Area Connection Properties dialog box appears (Figure 145).
3. Verify Client for Microsoft Networks is selected.
Figure 145: Local Area Connection Properties Dialog Box

4. Verify File and Printer Sharing for Microsoft Networks is selected. If this option is not selected or does not
appear, proceed to Step 5.
If this option is selected, click OK to close the dialog box and go to Disabling Additional Network Cards.
5. Click Install. The Select Network Feature Type dialog box appears.
6. Select Service.
7. Click Add. The Select Network Service dialog box appears.
8. Select File and Printer Sharing for Microsoft Networks.
9. Click OK.
10. Verify that File and Printer Sharing for Microsoft Networks is selected.
11. Click OK to close the dialog box and go to Disabling Additional Network Cards.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Disabling Additional Network Cards

ADS and SCT software supports only one enabled network card. If your computer has one network card, skip this
section and go to Web Browser. If your computer has multiple network cards enabled, follow the steps in this section
to disable the additional cards.
1. In Control Panel, select System and Security, System, then click Device Manager in the left pane. If the User
Account Control window appears, click Continue or Yes.
The Device Manager window appears.
2. Expand the Network Adapters item.
3. If you have one network card listed, go to the Web Browser section.
If you have more than one network card listed, go to Step 4.
4. Right-click the network card you will not be using and select Disable from the menu.
5. Close all windows and go to the Web Browser section.

Web Browser
Your computer must have a supported version of Internet Explorer® web browser installed to reach the Launcher
download page, which lets you install the Launcher application used to launch the Site Management Portal (SMP)
UI. After you install the Launcher, the web browser is no longer required to access the Site Management Portal
(SMP) UI.
As an option, you can use other browsers to download the Launcher, such as Google® Chrome and Mozilla Firefox,
but they are not supported.

Verifying Your Computer Has a Supported Version of Internet Explorer Installed

1. Open the Internet Explorer web browser.
2. From the Help menu or icon, select About Internet Explorer. The About Internet Explorer dialog box appears.
3. Verify the version is 8, 9, 10, or 11.
Note: Earlier versions of the Internet Explorer web browser are no longer supported.
Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option, found under Tools > Compatibility
View Settings, to ensure that websites appear and function correctly.
4. Click OK and close the browser window.
5. If you do not have Internet Explorer version 8, 9, 10 or 11 installed, go to Installing the Internet Explorer Web
Browser.
If you have Internet Explorer version 8, 9, 10, or 11 installed, go to Computer Power Options.

Installing the Internet Explorer Web Browser

1. Go to the Microsoft Download website at http://www.microsoft.com/download.
2. In the Search box, type the Internet Explorer version that you want to download (for example, Internet Explorer
8, Internet Explorer 9, Internet Explorer 10, or Internet Explorer 11).
Note: Older versions of the Internet Explorer web browser, such as version 6, are no longer supported.
3. Follow the download instructions provided on the web page, saving the installation file to your computer.
4. Run the Internet Explorer web browser installation file you downloaded in Step 3. Installation may take several
minutes.
5. Go to the Computer Power Options section.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Computer Power Options

Note: We recommend you use the settings covered in the following sections for all computers running the ADS
software. For SCT computers, these settings are optional but recommended if you are using the Metasys
Advanced Reporting System. The SCT must be online and accessible over the network for the reporting
features to function. If you do not wish to change the power settings on your SCT computer, return to the
wizard overview steps.

Setting Power Options for the Computer

1. In Control Panel, select Hardware or Hardware and Sound, then Power Options. The Power Options dialog box
appears.
2. Select the Create a power plan option in the left pane. If the User Account Control window appears, click Allow.
3. Select the High Performance plan. Click Next.
4. Select a number of minutes for turning off the display. The default of 15 minutes is fine. If you have the Put the
Computer to Sleep option, select Never. Click Create.
5. Click the Change plan settings option for the custom plan you just created and select the Change advanced
power settings option. The Power Options dialog appears.
6. Expand the Hard disk option and under the Turn off hard disk after setting, either enter 0 in the dialog box
or click the down arrow until Never is displayed.
7. Expand the Sleep option and under the Hibernate after setting, select Never. Some computers may not provide
this setting.
Note: If you are installing on a laptop computer, you may see more than one drop-down selection box for the
computer when receiving power and when on battery power. Select Never in both boxes.
8. Click OK to close the Power Options dialog box. Close all windows.
9. In Control Panel, select System and Security, select System, then select Advanced system settings. Click
Continue or Yes if prompted for consent. The System Properties window appears.
10. On the Advanced tab, in the Startup and Recovery section, click Settings. The Startup and Recovery box
appears.
Note: If you do not see this selection or box, go to Step 12.
11. In the System failure section, select the Automatically restart option.
12. Click OK.
13. Close the System Properties window and go to Setting Power Options for the Network Card.

Setting Power Options for the Network Card

1. In Control Panel, select System and Security, System, then click Device Manager in the left pane. If the User
Account Control window appears, click Continue or Yes. The Device Manager window appears.
2. Expand the Network Adapters item.
3. Right-click the network card and select Properties from the menu.
Note: If no network cards are visible, you do not have a network card. Go to Step 6.
4. Select the Power Management tab. Clear the option Allow the computer to turn off this device to save power.
5. Click OK.
6. Close all windows.
7. Go to Setting Power Failure Options for the Computer.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Setting Power Failure Options for the Computer

Follow these steps to make sure your computer comes back online after a power failure. This procedure requires
that you access the computer’s BIOS settings while the computer is starting up.
Accessing and changing BIOS settings may vary depending on the computer you are using. Seek input from the IT
department if you are unsure how to change the computer’s BIOS settings.
Note: You may wish to use an Uninterruptible Power Supply (UPS) to prevent your computer from going offline
during a power failure.
1. Restart the computer and while the computer is starting up, press the appropriate key to enter Setup mode (for
example, F10).
2. Edit the appropriate Power Management settings so the computer restarts after a power failure (for example,
set After Power Failure to Switch On).
3. Save changes and exit Setup mode.
4. If your computer requires a locale other than English (United States), go to Verifying Computer Locale.
If your computer uses the English (United States) locale, go to Verifying the Computer Name for the ADS.

Verifying Computer Locale

If your computer requires a locale other than English (United States), you must verify the computer local setting is
correct for your area. You also need to apply the appropriate language installation files for your language and
localization. Refer to the Language Installation Program Help (LIT-12011349).
1. In Control Panel, click Clock, Language, and Region.
2. Click Region and Language.
3. Click the Administrative tab. See Figure 146.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 146: Changing System Locale

4. Under the Language for non-Unicode programs section, click Change system locale. Click Yes if prompted for
consent. The screen for selecting the system locale appears (Figure 147).

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 147: Selecting Current System Locale

5. Select the desired language from the drop-down list. Click OK.
6. Restart the computer for the changes to take effect.
7. Go to the Verifying the Computer Name for the ADS section.

Verifying the Computer Name for the ADS

Note: If this computer is for running SCT software only, skip this section and return to the wizard overview steps.

1. Click the Start button, right-click Computer, then select Properties. The System Properties window appears
(Figure 148).

2. Look for the computer name portion of the Full computer name line. For example, ADX-1 is the computer name
in Figure 148.
Note: The computer name may contain a domain name (for example, mycorp.com). The restrictions in this
section do not apply to the domain name portion of the full computer name.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 148: System Properties Window

3. Verify that the computer name portion:

• begins with a letter, not a number
• contains a maximum of 15 characters
• contains only letters A-Z (upper or lower case), numbers 0-9, and hyphens
• does not end in ADS
• matches the object ID of the device object as defined in the SCT archive database (upgrade only)
If, for some reason, the name of your computer name does not comply with these rules, change the computer
name now. If you change the name after installing the ADS/ADX software, see Appendix: Changing the ADS or
ADX Name and the Computer Name on an ADS and Unified ADX.
Note: If you change the name of the computer now, and you have SQL Server software installed, see Appendix:
Changing the ADS or ADX Name and the Computer Name on an ADS and Unified ADX for steps on
changing the name used by the SQL Server software.
4. Close all windows.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

5. Go to Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed.

Verifying Your Computer Has IIS Version 7.5, ASP.NET, and SNMP Installed
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. Scroll down to the Roles Summary and verify that Web Server (IIS) is listed. (The Application Server role is not
required to run Metasys software.)
If Web Server (IIS) is not listed, keep the Server Manager open and go to Installing IIS Version 7.5, ASP.NET,
and SNMP.
4. In the right pane of the Server Manager window under Roles Summary, select Go to Roles.
5. In the Web Server (IIS) section, view the Role Services summary.
6. Verify that all necessary components are installed by comparing the selections under the Role Services summary
with those in Table 78. If the settings match, go to Step 7.
If these settings do not match, keep the Server Manager open and make the necessary selections to match the
list in Table 78. After adding the Web Server selections, go to Step 7.
7. In the right pane of the Server Manager window, locate Features Summary.
8. Under Features Summary, verify SNMP Services is listed.
If SNMP Services is listed, go to Verifying Your Computer Has Message Queuing Installed.
If SNMP Services is not listed, keep the Server Manager open and go to Installing IIS Version 7.5, ASP.NET,
and SNMP.

Installing IIS Version 7.5, ASP.NET, and SNMP

1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window
appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Roles in the left pane of the window. The Roles Summary appears.
4. If Web Server (IIS) is already installed, go to Step 5 of Verifying Your Computer Has IIS Version 7.5, ASP.NET,
and SNMP Installed.
If Web Server (IIS) is not listed, click Add Roles. The Add Roles Wizard opens.
5. Click Next and select Web Server (IIS) on the Select Server Roles window. (You do not need to also select the
Application Server role for running Metasys software.)
If the operating system prompts you to Add Features Required for Web Server (IIS), click the Add Required
Features button.
6. Click Next and the Web Server (IIS) information window appears. The introduction paragraph mentions IIS 7.0,
not 7.5. You can disregard that information; these steps install IIS 7.5. Click Next.
7. On the Select Role Services window, select the options in Table 78.
Table 78: Web Server (IIS) Selections for Windows Server 2008 R2
Common HTTP Features
Static Content
Default Document
Directory Browsing
HTTP Errors
Application Development

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 78: Web Server (IIS) Selections for Windows Server 2008 R2
ASP.NET
Note: When you select ASP.NET, a dependencies dialog appears. Click Add Required Role Services to continue.
.NET Extensibility
ISAPI Extensions
ISAPI Filters
Health and Diagnostics
HTTP Logging
Request Monitor
Security
Windows Authentication
Request Filtering
Performance Features
Static Content Compression
Management Tools
IIS Management Console
IIS Management Scripts and Tools
IIS 6 Management Compatibility
IIS 6 Metabase Compatibility
IIS 6 WMI Compatibility
IIS 6 Scripting Tools

8. Click Next and the Web Server (IIS) confirmation screen appears.
9. Click Install. A progress bar appears as IIS and ASP.NET are installed on your computer.
10. Click Install to begin the installation. A progress bar appears as IIS is installed on your computer.
11. After installation is successful, in the Server Manager, select Features in the left pane of the window. The
Features Summary appears.
12. Click Add Features. The Add Features Wizard appears.
13. In the Select Features window of the Add Features Wizard, locate SNMP Services and select the SNMP Service
and SNMP WMI Provider check boxes.
14. Click Next and the SNMP Services confirmation screen appears.
15. Click Install. A progress bar appears as SNMP Services are installed on your computer.
16. After installation is successful, go to Verifying Your Computer Has Message Queuing Installed.

Verifying Your Computer Has Message Queuing Installed

1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. Verify that Message Queuing Server appears under Message Queuing.
If Message Queuing Server is not listed, this feature is not installed on your computer. Leave the Features
Summary open and go to Step 4 in Installing and Configuring HTTP Activation and Message Queuing Service.
If Message Queuing Server is listed, you have this feature installed. Go to Verifying Your Computer Has SP1
for Windows Server 2008 R2 Installed.
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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing and Configuring HTTP Activation and Message Queuing Service

Note: The Message Queuing service must be installed and running at all times if the computer has ADS and SCT
software. This service is not required if the computer is using SCT only or if the computer is a database
server of a split ADX. Do not stop, uninstall, or restart this service.
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window
appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. In the Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. Click Add Features. The Add Features Wizard appears.
Figure 149: Installing HTTP Activation and Message Queuing

5. Fully expand .NET Framework 3.5.1 Features and select HTTP Activation under Windows Communication
Foundation (WCF) Activation.
6. Fully expand Message Queuing and select Message Queuing Server under Message Queuing Services.
7. Click Next. A confirmation window appears.
8. Click Install to start the installation. A progress bar appears as HTTP Activation and Message Queuing are
installed on your computer.
9. After installation is successful, click Close, return to Control Panel, click System and Security > Administrative
Tools.
10. Double-click Services in the right pane. Click Continue to the User Access Control prompt if it appears. The
Services window appears.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

11. Right-click Message Queuing and select Properties. The Message Queuing Properties box appears (Figure
150).
Figure 150: Message Queuing Properties: Recovery Tab

12. On the Recovery Tab (in the First failure, Second failure, and Subsequent failures drop-down list boxes on
Figure 150), select Restart the Service.
13. Click OK to save your changes.
14. Close all windows.
15. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADX, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
16. Go to Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed.

Verifying Your Computer Has SP1 for Windows Server 2008 R2 Installed
1. In Control Panel, select System and Security, then System.
2. Under the Windows edition section, verify that Service Pack 1 appears.
3. If Service Pack 1 does not appear, go to Installing SP1 for Windows Server 2008 R2.
If Service Pack 1 appears, go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed.

Installing SP1 for Windows Server 2008 R2

1. To obtain SP1 for Windows Server 2008 R2, go to the Windows Download Center website
(www.microsoft.com/downloads) and search for Windows 7 and Windows Server 2008 R2 Service Pack 1
(KB976932).
2. Follow the instructions to download and install SP1 for Windows Server 2008 R2.
3. After installation completes, go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed

Note: For Windows Server 2008 R2, Microsoft .NET Framework 3.5.1 is automatically installed when you install
the operating system. The steps in this section verify that .NET Framework 3.5.1 is present on the computer.
To install .NET Framework 3.5.1, go to Step 6 in Installing Microsoft .NET Framework 3.5.1.
1. In Control Panel, open Programs, then Programs and Features.
2. In the left pane, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. Under the Features Summary, verify that entries called .NET Framework 3.5.1 Features and HTTP Activation
appear.
If .NET Framework 3.5.1 Features and HTTP Activation are not listed under Features Summary, you do not have
.NET Framework version 3.5.1 installed. Go to Step 6 in Installing Microsoft .NET Framework 3.5.1.
If .NET Framework 3.5.1 Features and HTTP Activation are listed under Features Summary, you have .NET
Framework version 3.5.1 installed. Go to Enabling ASP.NET.

Installing Microsoft .NET Framework 3.5.1

1. In Control Panel, open Programs, then Programs and Features.
2. In the left pane, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. In the Features Summary, click Add Features. The Add Features Wizard appears
5. In the Add Features window, fully expand the .NET Framework 3.5.1 Features option (Figure 151).
Figure 151: Installing Microsoft .NET Framework 3.5.1

6. Select .NET Framework 3.5.1 and HTTP Activation. Click Add Required Features if prompted.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

7. Click Next to continue. A confirmation window appears.

8. Click Install to start the installation. A progress bar appears as these components are installed on your computer.
9. After installation is successful, click Close and Close all windows.
10. Go to Enabling ASP.NET.

Enabling ASP.NET
1. In Control Panel, select System and Security, then Administrative Tools.
2. In Administrative Tools, double-click Internet Information Services (IIS) Manager in the right pane. The Internet
Information Services (IIS) Manager window appears.
3. In the tree on the left, select the name of the local computer.
4. In the middle pane, locate the IIS section and double-click the ISAPI and CGI Restrictions icon. Verify that the
following item is allowed: ASP.NET v.2.0.50727. If you are using Windows Server 2008 R2 , additional ASP.NET
entries might be shown. Verify that the ASP.NET v.2.0.50727 entry you are allowing has
Microsoft.NET\Framework in the path.
5. If this item is not allowed, select it and click Allow. You can ignore the Common Gateway Interface (CGI) module
alert in the upper-right pane.
Figure 152: ASP.NET Configuration

6. Close all windows.

7. Go to Checking for and Installing the Windows Software DST Update for Windows Server 2008 R2.

Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2
To check for and install the Windows software DST update:
1. In Control Panel, click Programs > Programs and Features, then select View Installed Updates in the left pane
of the window.
2. Click the Name column to sort the list alphabetically.
3. In the list of currently installed programs and updates, look for the following:
Update for Microsoft Windows (KB2904266)
4. If you do not find KB2904266, continue to Step 5.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

If you do find KB2904266, go to Appendix: Installing Antivirus Software, then go to Configuring the Windows
Firewall for Windows Server 2008 R2.
5. Close the Add or Remove Programs or View Installed Updates screen.
6. Using a web browser, navigate to http://support.microsoft.com/kb/2904266/.
Note: You can also search for the update number on http://www.microsoft.com/downloads.
7. Use the instructions on the Microsoft Corporation page to download and install the update for Windows Server
2008. If your operating system is using Enhanced Security, you may not be able to install any updates until you
add http://www.microsoft.com/downloads as a trusted site in the Internet Explorer web browser.
Note: If a message appears at the start of installation that indicates the update is not applicable to your computer,
the update may have been installed during an automatic Windows update session. In some cases, the
update was installed but KB2904266 does not show up as an installed update. Click OK to the user
message and disregard this DST update.
8. Close all windows.
9. If you need to install antivirus software, go to Appendix: Installing Antivirus Software. Otherwise, go to Configuring
the Windows Firewall for Windows Server 2008 R2.

Configuring the Windows Firewall for Windows Server 2008 R2

Note: If you are upgrading to the new Metasys system release, the computer's firewall settings may already be
configured. Skip this section and go to SQL Server Software.
1. In Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears
(Figure 153).
2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall.
Note: An anti-virus program might be managing the firewall. For example, if the computer uses Symantec
anti-virus software, the message These settings are being managed by vendor application Symantec®
Endpoint Protection may appear on the Windows Firewall screen. In this case, consult the local IT
department for further direction, then continue to Step 3.
Figure 153: Windows Firewall

3. Click Advanced Settings. The Windows Firewall with Advanced Security window appears (Figure 154).

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wizard.

Figure 154: Windows Firewall with Advanced Security

4. In the left pane, click Inbound Rules. The Inbound Rules pane appears (Figure 155).
Figure 155: Windows Firewall - Inbound Rules

5. In the Actions pane, select New Rule. The New Inbound Rule Wizard opens and the Rule Type window appears
(Figure 156).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 156: New Inbound Rule Wizard: Rule Type

6. Click Port and click Next. The Protocol and Ports window appears (Figure 157).
Figure 157: New Inbound Rule Wizard: TCP Protocol and Ports

7. Click TCP, and in the Specific Local Ports field, enter the port numbers specified in Table 79 and shown in
Figure 157 (80,88,123,135,389,443,445,1025,1433).

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wizard.

Table 79: Ports to Open for TCP Protocol

Name Port
1 Protocol
HTTP 80 TCP
Kerberos 88 TCP
NTP 123 TCP
RPC 135 TCP
LDAP 389 TCP
SSL 443 TCP
NTLMv2 445 TCP
RPC 1025 TCP
MS SQL DB 1433 TCP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

8. Click Next. The Action window appears (Figure 158).

Figure 158: New Inbound Rule Wizard: Action

9. Click Allow the connection. Click Next. The Profile window appears (Figure 159).

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wizard.

Figure 159: New Inbound Rule Wizard: Profile

10. Keep all profile selections selected (default). Click Next. The Name window appears (Figure 160).
Figure 160: New Inbound Rule Wizard: Name

11. Specify Metasys (TCP Protocol) as the name and add an optional description to identify this new rule. Click
Finish.
The Inbound Rules table refreshes to indicate the new rule called Metasys (TCP Protocol). Ports 80, 88, 123,
135, 389, 443, 445, 1025, and 1433 are now open and ready for use.
12. Repeat Step 5 through Step 11 to add a new Metasys inbound rule for the UDP protocol. When the Protocol
and Ports window appears (Figure 161), click UDP, and in the Specific Local Ports field, enter the port numbers
listed in Table 80 and shown in Figure 161 (25,67,68,53,88,161,162,9911,47808).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 161: New Inbound Rule Wizard: UDP Protocol and Ports

Table 80: Ports to Open for UDP Protocol

Name Port
1 Protocol
SMTP 25 UDP
DHCP 67 UDP
DHCP 68 UDP
DNS 53 UDP
Kerberos 88 UDP
SNMP 161 UDP
SNMP Trap 162 UDP
SYPE-Transport 9911 UDP
BACnet 47808 UDP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

13. Complete the steps to add the new inbound rule. Name the new rule Metasys (UDP Protocol).
When finished, the Windows Firewall with Advanced Security window appears with the Inbound Rules table
refreshed to indicate the new rule called Metasys (UDP Protocol). Ports 25, 67, 68, 53, 88, 161, 162, and 47808
are now open and ready for use.
14. In the Windows Firewall with Advanced Security window, verify that the two new Metasys inbound rules are
defined and enabled (Figure 162).

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wizard.

Figure 162: Metasys Inbound Rules Defined and Enabled

15. Close the Windows Firewall with Advanced Security window.

16. Close all windows. If you are installing SQL Server software, go to SQL Server Software. Otherwise, go to
Verifying Your Computer Has SQL Server Software Installed.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Windows Server 2008

Important: The Windows Server 2008 computer that you want to use for Metasys software must have been installed
on a cleanly formatted hard disk. Do not use a computer that was upgraded from a previous version
of Windows (for example, upgraded to Windows Server 2008 from Windows Server 2003 R2). The
Windows upgrade process can leave behind files and registry settings that may adversely affect the
installation of Metasys system software. To verify, make sure a folder called WINDOWS.OLD does not
exist on the hard disk. If the WINDOWS.OLD folder is present, reinstall Windows Server 2008 from the
media, making sure you format the hard disk during operating system installation. Before you reimage
the computer, verify that you have all necessary software drivers.
We currently support Windows Server 2008 with SP2 (Standard and Enterprise 32-bit versions only) for ADS/ADX
and SCT software. If you are currently running Windows Server 2008 with SP1, upgrade to SP2. Also, if you are
installing the MVE product, you need an ADX with Windows Server 2008 (or Windows Server 2008 R2).
Security features in Windows Server 2008 sometimes require you to run certain applications with Administrator
rights. To do this, right-click the icon for the application and select the Run as Administrator option.
The steps for Windows Server 2008 presume you have selected the Category view for Control Panel, which is the
default view when the operating system is initially installed. If you are using Classic View, change to Category view.
Windows Server 2008 uses IIS version 7.0 on a unified ADX or on the web/application computer of a split ADX. IIS
is not required on the database computer of a split ADX. You install IIS as a Windows component in the section
Installing IIS Version 7.0, ASP.NET, and SNMP.

Disabling User Account Control

Note: This procedure is required if you want to use CCT software, HVAC PRO software, or GX-9100 tool software
in Passthru mode from SCT on a Windows 2008 Server (32-bit only) computer. If you do not perform these
steps, Passthru mode does not function. Also, follow this procedure if you need to download resource files
for a VND integration into a supervisory engine.
1. Go to Start > Control Panel > User Accounts. The User Accounts window appears.
Figure 163: User Accounts Window

2. Click Turn User Access Control on or off. Click Continue to the User Access Control prompt. The Turn User
Account Control On or Off window appears (Figure 164).

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wizard.

Figure 164: Turning Off User Account Control

3. Clear the check box Use User Access Control (UAC) to help protect your computer.
4. Click OK. A prompt appears asking you to restart the computer to apply this change.
5. Click Restart Now and wait for the computer to restart.
6. Go to Verifying Administrative Privileges.

Verifying Administrative Privileges

You must have Administrative privileges on your Windows 7 operating system to install ADS or SCT software.
If you access the ADS or SCT computer remotely, you may need to contact the IT department to verify your privileges.
After you verify the privileges, go to Showing Hidden Files and Folders.
1. In Control Panel, click User Accounts, then click User Accounts.
2. On the User Accounts window, make sure the logged in user is assigned an Administrator role (Figure 165).
Figure 165: User Accounts Window

3. Close all windows.

4. If you do not have administrative rights, contact your IT department to change your access rights.
5. Go to the Showing Hidden Files and Folders section.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Showing Hidden Files and Folders

To see the Application Data folder (later in the procedures), you must make hidden files and folders visible.
1. In Control Panel, select Folder Options. The Folder Options dialog box appears (Figure 166).
Figure 166: Folder Options Dialog Box

2. Select the View tab.

3. Under Advanced settings, select Show hidden files and folders.
4. Clear the selection of Hide extensions for known file types or Hide file extensions for known file types.
5. Clear the selection of Hide protected operating system files (Recommended). Click Yes to the Warning
message that appears to proceed with the change.
6. Click OK.
7. Go to the Setting up File and Printer Sharing for Microsoft Networks section.

Setting up File and Printer Sharing for Microsoft Networks

1. Open Control Panel and select Network Connections.

2. Right-click the connection you are using to communicate with Metasys network devices and select Properties.
The Local Area Connection Properties dialog box appears (Figure 167).
3. Click the General tab (if shown).
Note: If this is a dial-up connection, Virtual Private Network (VPN), or incoming connection, click the Networking
tab.
4. Verify Client for Microsoft Networks is selected.

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wizard.

Figure 167: Local Area Connection Properties Dialog Box

5. Verify File and Printer Sharing for Microsoft Networks is selected. If this option is not selected or does not
appear, proceed to Step 6.
If this option is selected, click OK to close the dialog box and go to Disabling Additional Network Cards.
6. Click Install. The Select Network Component Type or Select Network Feature Type dialog box appears.
7. Select Service.
8. Click Add. The Select Network Service dialog box appears.
9. Select File and Printer Sharing for Microsoft Networks.
10. Click OK.
11. Verify that File and Printer Sharing for Microsoft Networks is selected.
12. Click OK to close the dialog box and go to Disabling Additional Network Cards.

Disabling Additional Network Cards

ADS and SCT software supports only one enabled network card. If your computer has one network card, skip this
section and go to Web Browser. If your computer has multiple network cards enabled, follow the steps in this section
to disable the additional cards.
1. In Control Panel, select System, select the Hardware tab, and click Device Manager.
The Device Manager window appears.
2. Expand the Network Adapters item.
3. If you have one network card listed, go to the Web Browser section.
If you have more than one network card listed, go to Step 4.
4. Right-click the network card you will not be using and select Disable from the menu.
5. Close all windows and go to the Web Browser section.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Web Browser
Your computer must have a supported version of Internet Explorer® web browser installed to reach the Launcher
download page, which lets you install the Launcher application used to launch the Site Management Portal (SMP)
UI. After you install the Launcher, the web browser is no longer required to access the Site Management Portal
(SMP) UI. As an option, you can use other browsers to download the Launcher, such as Google® Chrome and
Mozilla Firefox, but they are not supported.

Verifying Your Computer Has a Supported Version of Internet Explorer Installed

1. Open Internet Explorer.
2. From the Help menu or icon, select About Internet Explorer. The About Internet Explorer dialog box appears.
3. Verify the version is 8, 9, 10, or 11.
Note: Earlier versions of the Internet Explorer web browser are no longer supported.
4. Click OK and close the browser window.
5. If you do not have Internet Explorer version 8, 9, 10, or 11 installed, go to Installing Internet Explorer.
If you have Internet Explorer version 8, 9, 10, or 11 installed, go to Computer Power Options.

Installing Internet Explorer

1. Go to the Microsoft Download website at http://www.microsoft.com/en-us/download/default.aspx.
2. In the Search box, type the Internet Explorer version that you want to download (for example, Internet Explorer
8, Internet Explorer 9, Internet Explorer 10, or Internet Explorer 11).
Note: Older versions of the Internet Explorer web browser, such as version 6, are no longer supported.
3. Follow the download instructions provided on the web page, saving the installation file to your computer.
4. Run the Internet Explorer web browser installation file you downloaded in Step 3. Installation may take several
minutes.
Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option, found under Tools > Compatibility
View Settings, to ensure that websites appear and function correctly.
5. Go to the Computer Power Options section.

Computer Power Options

Note: We recommend you use the settings covered in the following sections for all computers running the ADS
software. For SCT computers, these settings are optional but recommended if you are using the Metasys
Advanced Reporting System. The SCT must be online and accessible over the network for the reporting
features to function. If you do not wish to change the power settings on your SCT computer, return to the
wizard overview steps.

Setting Power Options for the Computer

1. In Control Panel, select Power Options. The Power Options dialog box appears.
2. From the Turn off hard disks drop-down selection box, select Never.
3. From the System standby drop-down selection box, select Never.
4. On the Hibernate tab, clear the Enable Hibernation box.
Note: If you are installing on a laptop computer, you may see more than one drop-down selection box for the
computer when receiving power and when on battery power. Select Never in both boxes.
5. Click OK to close the Power Options dialog box. Close all windows.
6. In Control Panel, select System.
7. On the Advanced tab, in the Startup and Recovery section, click Settings. The Startup and Recovery box
appears.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If you do not see this selection or box, go to Step 7.

8. In the System failure section, select the Automatically restart option.
9. Click OK.
10. Close the System Properties window and go to Setting Power Options for the Network Card.

Setting Power Options for the Network Card

1. In Control Panel, select System, select the Hardware tab, and click Device Manager. The Device Manager
window appears.
2. Expand the Network Adapters item.
3. Right-click the network card and select Properties from the menu.
Note: If no network cards are visible, you do not have a network card. Go to Step 6.
4. Select the Power Management tab. Clear the option Allow the computer to turn off this device to save power.
5. Click OK.
6. Close all windows.
7. Go to Setting Power Failure Options for the Computer.

Setting Power Failure Options for the Computer

Follow these steps to make sure your computer comes back online after a power failure. This procedure requires
that you access the computer’s BIOS settings while the computer is starting up.
Accessing and changing BIOS settings may vary depending on the computer you are using. Seek input from the IT
department if you are unsure how to change the computer’s BIOS settings.
Note: You may wish to use an Uninterruptible Power Supply (UPS) to prevent your computer from going offline
during a power failure.
1. Restart the computer and while the computer is starting up, press the appropriate key to enter Setup mode (for
example, F10).
2. Edit the appropriate Power Management settings so the computer restarts after a power failure (for example,
set After Power Failure to Switch On).
3. Save changes and exit Setup mode.
4. If your computer requires a locale other than English (United States), go to Verifying Computer Locale.
If your computer uses the English (United States) locale, go to Verifying the Computer Name for the ADS.

Verifying Computer Locale

If your computer requires a locale other than English (United States), you must verify the computer local setting is
correct for your area. You also need to apply the appropriate language installation files for your language and
localization. Refer to the Language Installation Program Help (LIT-12011349).
1. In Control Panel, double-click Regional and Language Options.
2. Click the Advanced tab.
3. Under the Language for non-Unicode programs section, select the desired language from the drop-down list.
See Figure 168.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 168: Computer Locale Setting - Windows Server 2008

4. Click OK.
The system displays a dialog box asking whether to use existing files or to recopy the files from the operating
system CD or network drive.
5. Click Yes to use existing files or click No to recopy the files. Follow the instructions to recopy the files.
6. Restart the computer for the changes to take effect.
7. Go to the Verifying the Computer Name for the ADS section.

Verifying the Computer Name for the ADS

Note: If this computer is for running SCT software only, skip this section and return to the wizard overview steps.

1. Right-click My Computer on the Desktop and select Properties. The System Properties window appears (Figure
169).
2. Look for the computer name portion of the Full computer name line. For example, ADX25L-001 is the computer
name in Figure 169.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 169: System Properties Window

3. Verify that the computer name portion:

• begins with a letter
• contains a maximum of 15 characters
• contains only letters A-Z (upper or lower case), numbers 0-9, and hyphens
• does not end in ADS
• matches the object ID of the device object as defined in the SCT archive database (upgrade only)
If, for some reason, the name of your computer name does not comply with these rules, change the computer
name now. If you change the name after installing the ADS software, see Appendix: Changing the ADS or ADX
Name and the Computer Name on an ADS and Unified ADX.
Note: If you change the name of the computer now, and you have SQL Server software installed, see Appendix:
Changing the ADS or ADX Name and the Computer Name on an ADS and Unified ADX for steps on
changing the name used by the SQL Server software.
4. Close all windows.
5. Go to Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed.

Verifying Your Computer Has IIS Version 7.0, ASP.NET, and SNMP Installed
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. Scroll down to the Roles Summary and verify that Web Server (IIS) is listed. (The Application Server role is not
required to run Metasys software.) If Web Server (IIS) is not listed, leave the Server Manager open and go to
Installing IIS Version 7.0, ASP.NET, and SNMP.
4. In the right pane of the Server Manager window under Roles Summary, select Go to Roles.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

5. In the Web Server (IIS) section, view the Role Services summary.
6. Verify that all necessary components are installed by comparing the selections under the Role Services summary
with those in Table 81. If the settings match, go to Step 7.
If these settings do not match, keep the Server Manager open and make the necessary selections to match the
list in Table 81. After adding the Web Server selections, go to Step 7.
7. In the right pane of the Server Manager window, locate Features Summary.
8. Under Features Summary, verify SNMP Services is listed.
If SNMP Services is listed, go to Verifying Your Computer Has HTTP Activation and Message Queuing Installed.
If SNMP Services is not listed, keep the Server Manager open and go to Installing IIS Version 7.0, ASP.NET,
and SNMP.

Installing IIS Version 7.0, ASP.NET, and SNMP

1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window
appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Roles in the left pane of the window. The Roles Summary appears.
4. If Web Server (IIS) is not listed, click Add Roles. The Add Roles Wizard opens.
5. Click Next and select Web Server (IIS) on the Select Server Roles window. (You do not need to also select the
Application Server role for running Metasys software.)
If the operating system prompts you to Add Features Required for Web Server (IIS), click the Add Required
Features button.
6. Click Next and the Web Server (IIS) information window appears. After reading the information, click Next.
7. On the Select Role Services window, select the options in Table 81.
Table 81: Web Server (IIS) Selections for Windows Server 2008
Section Title Selections
Common HTTP Features • Static Content
• Default Document
• Directory Browsing
• HTTP Errors
Application Development • ASP.NET
Note: When you select ASP.NET, a dependencies dialog appears. Click
Add Required Role Services to continue.
• .NET Extensibility
• ISAPI Extensions
• ISAPI Filters
Health and Diagnostics • HTTP Logging
• Request Monitor
Security • Windows Authentication
• Request Filtering

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 81: Web Server (IIS) Selections for Windows Server 2008
Section Title Selections
Performance Features • Static Content Compression
Management Tools • IIS Management Console
• IIS Management Scripts and Tools
IIS 6 Management Compatibility • IIS 6 Metabase Compatibility
• IIS 6 WMI Compatibility
• IIS 6 Scripting Tools

8. Click Next and the Web Server (IIS) confirmation window appears.
9. Click Install to begin the installation. A progress bar appears as IIS is installed on your computer.
10. After IIS installation is complete, close all windows.
11. In the Server Manager, select Features in the left pane of the window. The Features Summary appears.
12. Click Add Features. The Add Features Wizard appears.
13. In the Select Features window of the Add Features Wizard, locate SNMP Services and select the SNMP Service
and SNMP WMI Provider check boxes.
14. Click Next and the SNMP Services confirmation screen appears.
15. Click Install. A progress bar appears as SNMP Services are installed on your computer.
16. After installation is successful, click Close, then close all windows.
17. Go to Verifying Your Computer Has HTTP Activation and Message Queuing Installed.

Verifying Your Computer Has HTTP Activation and Message Queuing Installed
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. Verify that HTTP Activation appears under .NET Framework 3.0 Features > WCF Activation > HTTP Activation.
Also verify that Message Queuing Server appears under Message Queuing.
If either HTTP Activation or Message Queuing Server is not listed, this feature is not installed on your computer.
Leave the Features Summary open and go to Step 4 in Installing and Configuring HTTP Activation and Message
Queuing Service.
If both HTTP Activation or Message Queuing Server are listed, you have these features installed. Close all
windows and go to Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version) Installed.

Installing and Configuring HTTP Activation and Message Queuing Service

Note: The Message Queuing service must be installed and running at all times if the computer has ADS and SCT
software. This service is not required if the computer is using SCT only or if the computer is the database
server of a split ADX. Do not stop, uninstall, or restart this service.
1. In Control Panel, click Programs, then click Programs and Features. The Programs and Features window
appears.
2. Under Programs and Features, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. Click Add Features. The Add Features Wizard appears (Figure 170).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 170: HTTP Activation and Message Queuing

5. Fully expand .NET Framework 3.0 Features and select HTTP Activation under Windows Communication
Foundation (WCF) Activation.
6. Fully expand Message Queuing and select Message Queuing Server under Message Queuing Services.
7. Click Next. A confirmation window appears.
8. Click Install to start the installation. A progress bar appears as HTTP Activation and Message Queuing are
installed on your computer.
9. After installation is successful, go back to Control Panel, click System and Maintenance > Administrative Tools.
10. Double-click Services. Click Continue to the User Access Control prompt. The Services window appears.
11. Right-click Message Queuing and select Properties. The Message Queuing Properties box appears (Figure
171).

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 171: Message Queuing Properties: Recovery Tab

12. On the Recovery Tab (in the First failure, Second failure, and Subsequent failures drop-down list boxes on
Figure 171), select Restart the Service.
13. Click OK to save your changes.
14. Close all windows.
15. (Optional) Open the Microsoft Management console and configure a size for the Message Queue. For details
about whether this step is recommended for your ADX, and how to perform this task, refer to the Message
Queue Size Considerations section in the ADS/ADX Commissioning Guide (LIT-1201645).
16. Go to Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version) Installed.

Verifying Your Computer Has SP2 for Windows Server 2008 (32-Bit Version)
Installed
1. In Control Panel, select System and Maintenance.
2. In the System and Maintenance window, select System.
3. In the System window, check if Service Pack 2 appears for the operating system. Also verify that the System
type appears as 32-bit Operating System.
4. If Service Pack 2 and 32-bit Operating System do not appear, go to Installing SP2 for Windows Server 2008
(32-Bit Version).
If Service Pack 2 and 32-bit Operating System appear, go to Verifying Your Computer Has Microsoft .NET
Framework Version 3.5.1 Installed.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing SP2 for Windows Server 2008 (32-Bit Version)

Note: If you are manually installing the operating system now, you do not need to install IIS on your computer before
you install the SP, or reinstall the SP after installing IIS. Also, if your computer arrived with the Windows
Server 2008 SP2 installed, you do not need to reinstall the SP. Lastly, SP2 for Windows 2008 includes
Windows Installer 4.5, which SQL Server 2008 software installation requires.
1. Navigate to http://technet.microsoft.com/en-us/windows/dd262148.aspx.
Note: Alternatively, go to http://www.microsoft.com and search for the Service Pack.
2. Follow the instructions to download and install SP2 for Windows Server 2008 (32-bit version).
3. After installation completes, close all windows and go to Verifying Your Computer Has Microsoft .NET Framework
Version 3.5.1 Installed.

Verifying Your Computer Has Microsoft .NET Framework Version 3.5.1 Installed
1. In Control Panel, open Add or Remove Programs.
2. In the list of programs, look for Microsoft .NET Framework 3.5.1, Microsoft .NET Framework 4 Client Profile, and
Microsoft .NET Framework 4 Extended.
Note: Other versions of Microsoft .NET might also be listed. Do not attempt to remove other, possibly older
versions of .NET Framework from the computer.
If Microsoft .NET Framework 3.5.1 does not appear in the list, you do not have .NET Framework version 3.5.1
installed. Go to Installing Microsoft .NET Framework Version 3.5.1.
If Microsoft .NET Framework 3.5.1 does appear, you have .NET Framework version 3.5.1 installed. Go to Enabling
ASP.NET.

Installing Microsoft .NET Framework Version 3.5.1

1. In Control Panel, open Programs, then Programs and Features.
2. In the left pane, click Turn Windows features on or off. The Server Manager window appears.
3. In Server Manager, select Features in the left pane of the window. The Features Summary appears.
4. In the Features Summary, click Add Features. The Add Features Wizard appears.
5. In the Add Features window, fully expand the. NET Framework 3.5.1 Features option.
6. Select .NET Framework 3.5.1 and HTTP Activation. Click Add Required Features if prompted.
7. Click Next to continue. A confirmation window appears.
8. Click Install to start the installation. A progress bar appears as these components are installed on your computer.
9. After installation is successful, click Close and Close all windows.
10. Go to Enabling ASP.NET.

Enabling ASP.NET
1. In Control Panel, select System and Security, then Administrative Tools.
2. On Administrative Tools, double-click Internet Information Services (IIS) Manager in the right pane. The Internet
Information Services (IIS) Manager window appears.
3. In the tree on the left, select the name of the local computer.
4. In the middle pane, locate the IIS section and double-click the ISAPI and CGI Restrictions icon. Verify that the
following item is allowed: ASP.NET v.2.0.50727. Verify that the ASP.NET v.2.0.50727 entry you are allowing
has Microsoft.NET\Framework in the path.
5. If this item is not allowed, select it and click Allow. You can ignore the Common Gateway Interface (CGI) module
alert in the upper-right pane.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 172: ASP.NET Configuration

6. Close all windows.

7. Go to Checking for and Installing the Windows Software DST Update for Windows Server 2008.

Checking for and Installing the Windows Software DST Update for Windows
Server 2008
1. In Control Panel, click Programs > Programs and Features, then select View Installed Updates in the left pane
of the window.
2. Click the Name column to sort the list alphabetically.
3. In the list of currently installed programs and updates, look for the following:
Update for Microsoft Windows (KB2904266)
4. If you do not find KB2904266, continue to Step 5.
If you do find KB2904266, go to Appendix: Installing Antivirus Software, then go to Configuring the Windows
Firewall for Windows Server 2008.
5. Close the Add or Remove Programs or View Installed Updates screen.
6. Using a web browser, navigate to http://support.microsoft.com/kb/2904266/.
Note: You can also search for the update number on http://www.microsoft.com/downloads.
7. Use the instructions on the Microsoft Corporation page to download and install the update for Windows Server
2008. If your operating system is using Enhanced Security, you may not be able to install any updates until you
add http://www.microsoft.com/downloads as a trusted site in the Internet Explorer web browser.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If a message appears at the start of installation that indicates the update is not applicable to your computer,
the update may have been installed during an automatic Windows update session. In some cases, the
update was installed but KB2904266 does not show up as an installed update. Click OK to the user
message and disregard this DST update.
8. Close all windows.
9. If you need to install antivirus software, go to Appendix: Installing Antivirus Software. Otherwise, go to Configuring
the Windows Firewall for Windows Server 2008.

Configuring the Windows Firewall for Windows Server 2008

Note: If you have a unified ADX installation, perform the following procedure to open ports on the ADX computer.
If you have a split ADX installation, perform this procedure on the ADX web/application server.
If you are upgrading to the new Metasys system release, the computer's firewall settings may already be
configured. Skip this section and go to SQL Server Software.
If the firewall is also enabled on the ADX database server in the split configuration, follow these steps to open
TCP Port 1433 on the ADX database server to allow incoming communication with only the ADX
web/application server.
1. In Control Panel, select Security > Windows Firewall. The Windows Firewall window appears (Figure 173).
Figure 173: Windows Firewall

2. On the Windows Firewall window, select Allow a program through Windows Firewall. The Windows Firewall
Settings window appears with the Exception tab selected (Figure 174).
3. On the Exceptions tab, click Add port (Figure 174).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 174: Windows Firewall Settings - Exceptions Tab

The Add a Port window appears (Figure 175).

Figure 175: Add a Port Window

4. In the Add a Port window, enter the following:

• In the Name field, enter the identifier HTTP.
• In the Port number field, enter 80 to identify the port that is being opened to handle Metasys web traffic.
• Click TCP to indicate the protocol being used.
5. If you would like to specify an address or a range of addresses from which the computer should accept
communications, click Change scope. The Change Scope window appears (Figure 176).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 176: Change Scope Window

After you select one of the three following options, click OK:
• The default setting of Any computer (including those on the Internet) is too open and too insecure.
• If all NAEs/NIEs and computers running the Site Management Portal (SMP) UI are on the same subnet as
the ADX, click My network (subnet) only to limit the scope of unsolicited messages that the ADX accepts.
• If the ADX and any of the NAEs/NIEs or computers running the Site Management Portal (SMP) UI are on
different subnets, or you want to limit the scope even further, click Custom list and add a list of IP addresses,
or a range of IP addresses with a mask, in the text box (see the example in Figure 177).
Figure 177: Change Scope Window with Custom List

Note: For more information on the choices in the Change Scope window, refer to Appendix B: Windows XP
Professional SP3 Considerations in the Network and IT Guidance for the BAS Professional Technical
Bulletin (LIT-12011279). The information in that section also apply to Windows Server 2008.
6. Repeat Step 3 through Step 5 for each of the additional ports listed in Table 82 for the TCP and UDP protocols.
Include the suggested name for each port when you add the port. Also make sure you select the appropriate
protocol (TCP or UDP) in the Add a Port dialog box when you add the port.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 82: Ports to Open for TCP and UDP Protocols

Name Port
1 Protocol
SMTP 25 UDP
DHCP 67 UDP
DHCP 68 UDP
DNS 53 UDP
HTTP 80 TCP
Kerberos 88 TCP
Kerberos 88 UDP
SNMP 161 UDP
SNMP Trap 162 UDP
NTP 123 TCP
RPC 135 TCP
LDAP 389 TCP
SSL 443 TCP
NTLMv2 445 TCP
RPC 1025 TCP
MS SQL DB 1433 TCP
SYPE-Transport 9911 UDP
BACnet 47808 UDP

1 For detailed information on the purpose of each port, refer to the Protocols, Ports, and Connectivity for the Metasys
System section of the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).

7. When you are finished, compare your Exceptions window with the example shown in Figure 178. Make adjustments
if necessary.

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wizard.

Figure 178: Exceptions Defined for Windows Firewall

8. Close all windows. If you are installing SQL Server software, go to SQL Server Software. Otherwise, go to
Verifying Your Computer Has SQL Server Software Installed.

SQL Server Software

Important: See Special Features if you are installing a split ADX, an ADX with the Metasys® Advanced Reporting
System, or an ADX with MVE. The Special Features section contains information you should know
before you follow the steps in this section.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Before you install or upgrade your SQL Server software, note the following:
• If your computer has SQL Server software installed, verify that its version is supported for Metasys software at
Release 7.0. Go to Verifying Your Computer Has SQL Server Software Installed.
• A tool called the SQL Installer (Figure 179) is provided on the BPP media to help you install or upgrade to any
supported version of SQL Server software. However, the SQL Installer cannot update an existing SQL Server
software version to a new Service Pack (SP). If you need to apply an SP, go to Updating SQL Server 2012
Software to SP2 or Updating SQL Server 2008 R2 Software to SP2.
• To use the SQL Installer to install a full version of SQL Server software (for example, SQL Server 2014 Standard
edition), you need the Microsoft SQL Server media. To use this tool to install an express version of SQL Server
software (for example, SQL Server 2014 Express), you need the BPP media that contains the installation files
or the SQL Server Express installation file available for download from the Microsoft SQL Server Express website.
• The SQL Installer supports both unified ADS/ADX and split ADX installations, with or without the Metasys
Advanced Reporting Services, as well as any SCT configuration. If you have a split ADX with Metasys Advanced
Reporting Services, you install the Database Engine Services component of SQL Server on the database server
and the Reporting Services component on the web/application server. If you have a split ADX without Metasys
Advanced Reporting Services, you only need to install SQL Server on the database server.
• The SQL Installer verifies that your computer has the prerequisities you need to install SQL Server, including
Microsoft .NET Framework version 3.5 and Windows Installer 4.5. An error message appears if a prerequisite
is not present. You need to install any missing software components before you continue.
• The SQL Installer provides an advanced mode that lets you edit the SQL Server command line options before
you start the installation. You can copy the options, paste them into a command window, and run the installation
at a command prompt. However, this option is only for advanced users who fully understand SQL Server software
options.
• The SA password that you specify in the SQL Installer window must follow the rules for Microsoft complex
passwords. For more information about complex passwords, refer to the Security Administrator System Technical
Bulletin (LIT-1201528).
• Before the SQL Installer can start installation, an instance name for the SQL Server database is required. If you
are installing a unified ADS/ADX, a stand-alone SCT computer, or the database server of a split ADX, we
recommend that you use the default instance name. If you are installing the web/application server of a split
ADX, use the instance name of MSSQLSERVER. This requirement is because the ADX install and rename
processes assume an instance name of MSSQLSERVER on the web/application server that runs the Reporting
Services feature of SQL Server.
• If you select a version of SQL Server that includes Management Tools, the SQL Installer adds the SQL Server
Management Studio tool for you. No separate installation is necessary. All Standard and Enterprise versions of
SQL Server include Management Tools, and most express versions of SQL Server have it.
• As part of SQL Server software installation, a component called SQL Server Compact Edition is also installed.
This software does not interfere with Metasys system operation; do not uninstall it.
• SQL Server software must be installed and running before you install Metasys software. For a split ADX, the
SQL Server software on the database server and SCT computer must be running.
• If, after you upgrade to a newer version of SQL Server software, you need to open the Metasys archive database
in an older version of SQL Server software, use the Export Database option in SCT, then import the archive into
SCT that uses an older version of SQL Server software.
• After SQL Server software is installed, you can start and stop related services by using the SQL Server
Configuration Manager, which you can open by clicking the SQL Server Configuration Manager icon on the
program menu list.
Figure 179 shows the SQL Installer tool. Table 83 describes the fields and selections.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 179: SQL Installer Window

Table 83: Description of SQL Installer Window

Callout Description
1 Location of the SQL Server software installation or upgrade file (setup.exe or <SQL Server Install>.exe).
2 Microsoft license acceptance check box. Always select this check box.
3 Unified ADS/ADX or SCT selection. This selection appears only for a new SQL Server installation.
4 Complex SA password for the SQL Server administrator account. This selection appears only for a new SQL
Server installation.
5 Software license key required to activate SQL Server software, usually found on the media label. This selection
appears only for a new SQL Server installation.
6 Check box to enable the advanced options editing window.
7 Database instance name for SQL Server.
8 Determines whether the local Administrators group or the local Windows Administrator user is granted
administrator rights to SQL Server databases.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 83: Description of SQL Installer Window

Callout Description
9 Where to install the Reporting Services and Management Tools components of SQL Server on the web/application
server of a split ADX. Enter as a full path starting with the drive letter.
10 Where to install the Database Engine Services and Management Tools components of SQL Server on the
database server of a split ADX. Enter as a full path starting with the drive letter.
11 The full command-line options that reflect the dialog box selections you made. Only edit the contents of this
box if you fully understand SQL Server software options.
12 Click to open a browse window from which you can select the location of the SQL Server installation or upgrade
file. Select the appropriate SQL Server setup (setup.exe) or executable file.
13 The type of split ADX that is being installed. These selections appear only for a new SQL Server installation.
14 Runs the specified SQL Server installation or upgrade file. If no instance of SQL Server is detected on the
computer, the button reads Install New Instance. If any instance of SQL Server is detected, the button reads
Upgrade Existing Instance.

If your computer has SQL Server software installed, go to Verifying Your Computer Has SQL Server Software
Installed to verify that you have a version the Metasys software supports at Release 7.0.
If your computer does not have SQL Server software installed, go to Installing or Upgrading SQL Server Software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SQL Install Helper 333
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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

The following table lists the default SQL Server installation options used by the Installer.
Table 84: SQL Server Configuration Selections
SQL Server Configuration Screen SQL Server Express Edition SQL Server Standard or Enterprise
Selections Edition Selections
Setup Role N/A SQL Server Feature Installation
Feature Selection Database Engine Services Unified ADX/ODS or SCT:
Management Tools - Basic (if available) Database Engine Services
Reporting Services
Management Tools - Basic
Management Tools - Complete
Database server on split ADX:
Database Engine Services
Management Tools - Basic
Management Tools - Complete
Web/application server on split ADX:
Reporting Services
Management Tools - Basic
Management Tools - Complete
Instance Configuration Default Instance Default Instance
(Named instance is valid as well) (Named instance is valid as well)
Note: For a split ADX that will not be
renamed in the future, use the
default instance for the SQL
service on the web/application
server and a named instance for
the SQL service on the database
server. Also, if two
web/application servers point to
one database server, point each
web/application server to a unique
SQL Server instance on the data
server.
Server Configuration SQL Server Database Engine: SQL Server Agent:
1 1
NT Service\SQLSERVERAGENT or NT Service\SQLSERVERAGENT or
2 2
NT AUTHORITY\SYSTEM NT AUTHORITY\SYSTEM
SQL Server Browser: SQL Server Database Engine:
NT AUTHORITY\LOCAL SERVICE NT Service\SQLSERVERAGENT or
1

2
NT AUTHORITY\SYSTEM
SQL Server Reporting Services:
1
NT Service\SQLSERVERAGENT or
2
NT AUTHORITY\SYSTEM
SQL Server Browser:
NT AUTHORITY\LOCAL SERVICE

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 84: SQL Server Configuration Selections

SQL Server Configuration Screen SQL Server Express Edition SQL Server Standard or Enterprise
Selections Edition Selections
Database Engine Configuration Mixed Mode Mixed Mode
Specify SQL Server Administrators: Specify SQL Server Administrators:
BUILTIN\ADMINISTRATORS BUILTIN\ADMINISTRATORS
(Administrators) (Administrators)
Reporting Services Configuration N/A Unified ADX/ODS or SCT:
Reporting Services Native Mode: Install
1
and configure
Web/application server on split ADX:
Install, but do not configure the report
server.
SQL Server Configuration Manager Named Pipes: Enabled Named Pipes: Enabled
Protocols for <instance name> TCP/IP: Enabled TCP/IP: Enabled

1 Selection for newer versions of SQL Server software.

2 Selection for older versions of SQL Server software.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying Your Computer Has SQL Server Software Installed

Table 85: SQL Server Software Verification
1. Start Open the SQL Server Configuration
Manager tool. The steps depend on the
Figure 180: Selecting SQL Server Configuration Manager
operating system of your computer:
• If you have Windows 7 or Windows
Server 2008 R2, click Start >
Programs or All Programs > Microsoft
SQL Server (version) > Configuration
Tools > SQL Server Configuration
Manager.
• If you have Windows Server 2012 R2,
Windows Server 2012, Windows 8.1,
or Windows 8, from the Start screen,
click the SQL Server Configuration
Manager tile.
Note: If you do not see any version of
Microsoft SQL Server on your
computer, you do not have this
required software. Go to Installing
or Upgrading SQL Server
Software.

2. Figure 181: SQL Server Configuration Manager In the left pane, select SQL Server
Services. In the right pane, double-click
the SQL Server instance name (for
example, SQL Server [MSSQLSERVER]
as shown in Figure 181).

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 85: SQL Server Software Verification

3. Figure 182: File Version Example Click the Advanced tab and scroll down to
the Version row (Figure 182). Verify that
the version number is any one of the
following:
• 12.0.2000.8 (SQL Server 2014)
• 11.x.5058.0 (SQL Server 2012 with
SP2)
• 10.5x.4000.0 (SQL Server 2008 R2
with SP2)
If the version matches any of the listed
version numbers, you have a supported
version of SQL Server software. Close this
wizard window and return to the wizard
overview steps.
If the version is 11.x.3000.0. or lower, you
need to update to SQL Server 2012 with
SP2. Go to Updating SQL Server 2012
Software to SP2.
If the version is 10.5x.2500.0 or lower,
you need to update to SQL Server 2008
R2 with SP2. Go to Updating SQL Server
2008 R2 Software to SP2.
If the version does not match any of these
version numbers, you have an
unsupported version of SQL Server
software. You must upgrade the software.
Go to Installing or Upgrading SQL Server
Software.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing or Upgrading SQL Server Software

As part of the SQL Server installation and upgrade process, SQL Server Setup checks the configuration of your
computer and indicates any potential installation problems. For example, if you do not have the required version of
Microsoft .NET Framework installed, SQL Server Setup reports an error. Also, if you try to upgrade an old version
of SQL Server software that is not at the minimum service pack level, SQL Server Setup reports an error and cannot
continue until you apply the required service pack update. You must resolve all issues before you continue with SQL
Server software installation.
Table 86: SQL Server Software Installation or Upgrade Steps
1. Start If you are installing a new edition of
SQL Server software, go to the next
step.
If you are upgrading to a newer edition
of SQL Server software (for example,
SQL Server 2008 R2 Express to SQL
Server 2014 Express), uninstall all
Metasys software before you perform
the upgrade. Make sure you retain all
scheduled actions and keep all Metasys
databases.
2. Figure 183: SQL Install Helper Location 1. Insert the Johnson Controls Branch
Purchase Package (BPP) disk.
2. Using Windows Explorer, browse
the DVD to locate the SQL Server
Software Installer folder (Figure
183).
3. From the SQL Server Software
Installer folder, copy the
SQLInstallHelper.exe file to your
hard disk.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 86: SQL Server Software Installation or Upgrade Steps

3. Figure 184: SQL Installer Screen 1. Double-click the
SQLInstallHelper.exe file on your
hard disk. The SQL Installer dialog
box appears (Figure 184).
2. Click Find SQL Install Program.
The Open dialog box appears.
3. Browse to the location of the
installation or upgrade file for a
supported version of SQL Server
software. The file might be located
on your computer's hard drive, the
BPP DVD, or on a SQL Server
DVD.
4. Select the installation or upgrade
file and click Open. The Microsoft
Software License Terms window
appears.

4. Figure 185: License Terms Click Accept. The Microsoft Software

License Terms window closes and the
I accept the Microsoft software
Terms and conditions selection in the
SQL Installer window is checked.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 86: SQL Server Software Installation or Upgrade Steps

5. Figure 186: SQL Installer Basic Options: Unified System If you are installing or upgrading SQL
Server software for a split ADX, skip to
Step 5.
If you are installing or upgrading SQL
Server software for a unified ADX and
SCT:
1. Type a complex password for the
SQL Server administrator (SA) user
account in the SA password field.
2. (Optional) To specify a database
default instance, click Show
Advanced Options and specify an
instance name in the field that
appears. If not specified, the SQL
installer uses the default instance
name.
3. Click Install New Instance (for
installs) or Upgrade Existing
Instance (for upgrades).
4. Go to Step 6.
6. Figure 187: SQL Installer Advanced Options: Split System To install or upgrade SQL Server
software for a split ADX:
1. Select the split computer type: Split
ADX App Server or Split ADX
Data Server.
2. Type a complex SA password.
3. If you want to change any SQL
Server installation defaults, such as
the location where the software
installs or the database instance
name, click Show Advanced
Options.
4. Specify an instance name. You
must use MSSQLSERVER if you
plan to install Reporting Services
on the web/application server
computer in a split ADX
configuration.
5. If you are installing the
web/application server, optionally
specify the full pathname where you
want to install SQL Server software.
Leave this field blank to accept the
default location.
6. If you are installing the database
server, optionally specify the full
pathname where you want to install
SQL Server software. Leave this
field blank to accept the default
location.
7. Click Install New Instance (for
installs) or Upgrade Existing
Instance (for upgrades).

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wizard.

Table 86: SQL Server Software Installation or Upgrade Steps

7. Figure 188: Installation Succeeded SQL Server software installation occurs
in the background. Installation can take
over 15 minutes to complete. No SQL
Server setup screens appear.
Note: You may be prompted to
provide a location for temporary
installation files, particularly if
you are installing SQL Server
Express.
When the process is finished, the
message box Install Succeeded
appears (Figure 188).
Click OK.
8. Done Restart the computer only if the SQL
Installer prompts you to do so.
For a split ADX only, repeat the steps
in this section to install the required
SQL Server software components on
the second server of the split system.
Then, go to Configuring SQL Server
Reporting Services for the Metasys
Advanced Reporting System to
configure Reporting Services on the
web/application server of the split ADX.
If you plan to install the Metasys
Advanced Reporting System, go to
Installing Microsoft Report Viewer 2012
Redistributable Package for SQL Server
2012 or SQL Server 2014. Or, go to
Installing Microsoft Report Viewer 2010
Redistributable Package for SQL Server
2008 R2. Otherwise, close this window
and return to the wizard overview steps.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Updating SQL Server 2012 Software to SP2

Note: We support SQL Server 2012 software with SP2. Use these steps to apply the SP2 update to any older
release of SQL Server 2012 software and any edition of SQL Server 2012 software that is currently installed.
If you do not have SQL Server software installed, go to Installing or Upgrading SQL Server Software.
Table 87: SQL Server 2012 SP2 Software Update Installation Steps
1. Start Go to http://www.microsoft.com/downloads
and search for Microsoft SQL Server
2012 Service Pack 2 (SP2). Click the link
called Microsoft SQL Server 2012
Service Pack 2 (SP2) and download the
appropriate file:
For 64-bit systems:
SQLServer2012SP2-KB2958429-x64-ENU.exe
For 32-bit systems:
SQLServer2012SP2-KB2958429-x86-ENU.exe
Double-click the file to begin the update.
2. Figure 189: User Access Control Dialog Box Click Yes if a User Access Control dialog
box prompts you for permission to make
changes to the computer related to
installing SQL Server 2012 sofware.
The message Please Wait While SQL
Server 2012 Setup processes the
current operation may appear as the
installation begins.

3. Figure 190: SQL Server 2012 Start Update Screen The SQL Server 2012 Update screen
appears. Verify that all update rules
passed before continuing. If any rule fails,
click the failed cell for more information.
Exit the update and fix the issue before
continuing.
Click Next.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 87: SQL Server 2012 SP2 Software Update Installation Steps
4. Figure 191: License Terms Read the end user license agreement and
then select the I accept the license terms
check box.
Click Next.

5. Figure 192: Select Features The Select Features screen (Figure 192)
indicates the Instance ID that is ready to
be updated. Click the instance name to
refresh the Description fields. For an
update, you cannot select any additional
features.
Click Next.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 87: SQL Server 2012 SP2 Software Update Installation Steps
6. Figure 193: Check Files in Use The SQL Server 2012 SP2 update checks
to see if any required SQL Server files are
in use. If you have SQL Server files in use
when you install SP2, you must restart
your computer after the installation is
complete.
Click Next.

7. Figure 194: Ready to Update SQL Server 2012 SP2 software is ready
to update.
Click Update.
During the update, a progress screen
indicates the status of the update. This
part of the procedure can take up to 15
minutes to complete.

8. Figure 195: Complete The update operation is complete.

Click Close.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 87: SQL Server 2012 SP2 Software Update Installation Steps
9. Figure 196: Starting SQL Server Configuration Manager Start the SQL Server Configuration
Manager (Figure 196):
• For Windows Server 2008 R2, click
the Start button and select All
Programs > Microsoft SQL Server
2012 > Configuration Tools > SQL
Server Configuration Manager.
• For Windows Server 2012 R2 or
Windows Server 2012, from the Start
screen, move the cursor to the bottom
and click the down arrow. The full
Apps screen appears. Double-click
SQL Server Configuration Manager.
10. Figure 197: SQL Server Configuration Manager Expand SQL Server Network Configuration
and select Protocols for MSSQLSERVER.
Note: If you have a different named
instance, that name appears
instead of MSSQLSERVER.
In the right pane of the window, do the
following:
1. Verify that Named Pipes is set to
Enabled. If it is Disabled, right-click
Named Pipes and select Enable.
2. Click OK to the SQL Server software
restart warning message that appears.
3. Verify that TCP/IP is set to Enabled.
If it is Disabled, right-click TCP/IP and
select Enable.
4. Click OK to the warning message.
5. Close the SQL Server Configuration
Manager.
11. Done Restart the computer only if the SQL
Installer prompts you to do so.
For a split ADX only, repeat the steps in
this section to install the required SQL
Server software components on the
second server of the split system. Then,
go to Configuring SQL Server Reporting
Services for the Metasys Advanced
Reporting System to configure Reporting
Services on the web/application server of
the split ADX.
If you plan to install the Metasys Advanced
Reporting System, go to Installing
Microsoft Report Viewer 2012
Redistributable Package. Otherwise, close
this window and return to the wizard
overview steps.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Updating SQL Server 2008 R2 Software to SP2

Note: We support SQL Server 2008 R2 software with SP2. Use these steps to apply the SP2 update to any older
release of SQL Server 2008 R2 software and any edition of SQL Server 2008 R2 software that is currently
installed. If you do not have SQL Server software installed, go to Installing or Upgrading SQL Server Software.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 88: SQL Server 2008 R2 SP2 Software Update Installation Steps
1. Start Depending on how you purchased the SQL
Server software:
• If you purchased Metasys software
without the integrated SQL Server
2008 R2 SP2 software, navigate to
http://www.microsoft.com/downloads
and search for SQL Server 2008 R2
SP2. Click the link called Microsoft
SQL Server 2008 R2 Service Pack
2.
For 32-bit systems, make sure you
download the file called:
SQLServer2008R2SP2-KB2630458-x86-ENU.exe
(where ENU is your language
abbreviation).
For 64-bit systems, make sure you
download the file called:
SQLServer2008R2SP2-KB2630458-x64-ENU.exe
(where ENU is your language
abbreviation).
When you click Download, save the
service pack file to a location on your
computer’s hard disk. This download
may take over 20 minutes.
Use Windows Explorer to browse to
where you saved the service pack file.
Double-click the service pack .exe file.
• If you purchased Metasys software
bundled with SQL Server 2008 R2
SP2 software, go to Verifying Your
Computer Has SQL Server Software
Installed.
2. Figure 198: Run Dialog Box Right-click the file and click Run as
Administrator.
Click Yes if you are prompted by the user
access control window.
The service pack information is extracted
to your computer.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 88: SQL Server 2008 R2 SP2 Software Update Installation Steps
3. Figure 199: SQL Server 2008 R2 Update Verify that all update rules passed before
continuing. If any rule fails, click the failed
cell for more information. Exit the update
and fix the issue before continuing.
Click Next to begin the update.

4. Figure 200: License Terms Read the end user license agreement and
then click I accept the license terms.
Click Next.

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wizard.

Table 88: SQL Server 2008 R2 SP2 Software Update Installation Steps
5. Figure 201: Select Features Select the named instance you would like
to update. For an update, you cannot
select any additional features.
Click Next.

6. Figure 202: Check Files in Use SQL Server 2008 R2 SP2 software checks
to see if you have files that are in use. If
you have files in use when you install SP2,
you must restart your computer after the
installation is complete.
Click Next.

7. Figure 203: Ready to Update SQL Server 2008 R2 SP2 software is

ready to update.
Click Update.
During the update, a progress screen
appears to indicate the status of the
update. This part of the procedure can take
up to 15 minutes to complete.

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wizard.

Table 88: SQL Server 2008 R2 SP2 Software Update Installation Steps
8. Figure 204: Complete The update operation is complete.
Click Close.
Restart the computer.

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wizard.

Table 88: SQL Server 2008 R2 SP2 Software Update Installation Steps
9. Figure 205: SQL Server Configuration Manager From the Start menu, select Programs or
All Programs > Microsoft SQL Server 2008
R2 > Configuration Tools > SQL Server
Configuration Manager. The SQL Server
Configuration Manager appears (Figure
205).
Expand SQL Server Network Configuration
and select Protocols for MSSQLSERVER.
Note: If you have a different named
instance, that name appears
instead of MSSQLSERVER.
In the right pane of the window, do the
following:
1. Verify that Named Pipes is set to
Enabled. If it is Disabled, right-click
Named Pipes and select Enable.
2. Click OK to the SQL Server software
restart warning message that appears.
3. Verify that TCP/IP is set to Enabled.
If it is Disabled, right-click TCP/IP and
select Enable.
4. Click OK to the warning message.
5. Close the SQL Server Configuration
Manager.
10. Done Restart the computer only if the SQL
Installer prompts you to do so.
For a split ADX only, repeat the steps in
this section to install the required SQL
Server software components on the
second server of the split system. Then,
go to Configuring SQL Server Reporting
Services for the Metasys Advanced
Reporting System to configure Reporting
Services on the web/application server of
the split ADX.
If you plan to install the Metasys Advanced
Reporting System, go to Installing
Microsoft Report Viewer 2010
Redistributable Package. Otherwise, close
this window and return to the wizard
overview steps.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing Microsoft Report Viewer 2012 Redistributable Package

Note: This component is required for the Metasys Advanced Reporting System if SQL Server 2012 software is
used. Install this component after you have installed SQL Server 2012 software.
Note: If you are installing a split ADX, install the Report Viewer component on the web/application server only.
During Report Viewer installation on a split ADX, you may receive a message that CLR Types for SQL Server
2012 are missing. To add this prerequisite, download the Microsoft System CLR Types for Microsoft SQL
Server 2012 at this location: http://go.microsoft.com/fwlink/?LinkID=239644. Run the SQLSysClrTypes.msi
file on your computer to install the required components.
To install Microsoft Report Viewer 2012 Redistributable Package:
1. Insert the ADS/ADX media or SCT media.
2. Using Windows Explorer, browse to the following folder:
OEM > Microsoft > Report Viewer 2012 > 2012
3. Double-click ReportViewer.msi. The Open File - Security Warning dialog box appears.
4. Click Run to start the installation. If a message appears that tells you that an earlier version of this product has
been detected, click Yes to upgrade the existing installation. The Microsoft Report Viewer 2012 Runtime window
appears.
5. Click Next to continue. The End-User License agreement window appears.
6. Click the option to accept the terms of the license agreement. Click Next.
7. Click Install to begin the installation.
8. Click Finish when the Setup Complete window appears.

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing Microsoft Report Viewer 2010 Redistributable Package

Note: This component is required for the Metasys Advanced Reporting System if SQL Server 2008 R2 software is
used. Do not install this component until after you have installed SQL Server 2008 R2 software.
Note: If you are installing a split ADX, install the Report Viewer component on the web/application server only.
To install Microsoft Report Viewer 2010 Redistributable Package:
1. Insert the ADS/ADX media or SCT media.
2. Using Windows Explorer, browse to the following folder:
OEM > Microsoft > Report Viewer 2010 > 2010
3. Double-click ReportViewer.exe. The Open File - Security Warning dialog box appears.
4. Click Yes to run the program. The Microsoft Report Viewer Redistributable 2010 Setup window appears.
5. Click Install to continue. The End-User License agreement window appears.
6. Click Finish when the Setup Complete window appears.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Configuring SQL Server Reporting Services for the Metasys

Advanced Reporting System
Note: Follow the steps in this section only if you have installed Reporting Services as an added component after
a previous installation of SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2 SP2 software,
or you are configuring a split ADX in which you installed Reporting Services on the Web/application server
computer. In all other cases, the Reporting Services component was pre-configured when you installed SQL
Server software, so you can skip this section.
Note: This section uses Microsoft software default values in many cases. These settings are considered sufficient
for network security. Advanced users who desire enhanced network security may deviate from the default
values presented in this section using instructions on http://www.microsoft.com as a guide.

1. Create a new SQL Server software user for the Metasys Advanced Reporting System. (If this is a split ADX,
create the user on the Web/application server computer.) See Creating a New SQL Server User.
2. Configure the SQL Server software for the Metasys Advanced Reporting System. See Configuring SQL Server
Reporting Services.

Creating a New SQL Server User

Table 89: Creating a New SQL Server User Steps
1. Start If you have Windows Server 2008 or Windows Server 2008
R2, on the Start menu, select Programs (or All Programs) >
Microsoft SQL Server 2008 (or Microsoft SQL Server 2008
R2) > SQL Server Management Studio.
If you have Windows Server 2012 R2 or Windows Server
2012, on the Start screen, click the SQL Server Management
Studio tile.
2. Figure 206: SQL Server Management Studio Login Enter the following:
• Server type: Database Engine
• Server name: name of the database server computer (not
the Web/application server). If you are using a SQL
Server instance other than MSSQLSERVER, include the
SQL Server instance name in this format:
computername\instancename.
• Authentication: SQL Server Authentication
• Login/Password: existing SQL Server sa login and
password (or another valid SQL Server login and
password)
Click Connect.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 89: Creating a New SQL Server User Steps

3. Figure 207: SQL Server Management In the tree in the left pane, under the database server
computer, expand the Security and Logins folders.
Right-click the Logins folder and select New Login.

4. Figure 208: Connectivity Confirmed Check the SQL Server authentication method. Configure the
parameters for the new SQL Server user according to your
company policies and preferences. We offer the following
recommendations:
• Specify SSRSServiceAccount as the new user name.
• Use a complex password for the SSRSServiceAccount
user.
• Make sure the Enforce password expiration is cleared.
• Keep the Enforce password policy selection selected.
Click OK. The new user is created.
Close all windows.

5. Done Go to Configuring SQL Server Reporting Services.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Configuring SQL Server Reporting Services

Table 90: SQL Server Reporting Services Configuration Steps
1. If you have Windows Server 2008 or Windows Server 2008 R2, on the Start menu (of the unified ADX server or the
Web/Application server if this a split Extended Application and Data Server (ADX)), select Programs (or All Programs)
> Microsoft SQL Server 2008 (or Microsoft SQL Server 2008 R2 or Microsoft SQL Server 2012) > Configuration Tools
> Reporting Services Configuration Manager. The Reporting Services Configuration Connection dialog appears. If you
have Windows Server 2012 R2 or Windows Server 2012, on the Start screen, click the Reporting Services Configuration
Manager tile.
Figure 209: Instance Selection

Select the correct SQL Server software instance name.

Click Connect. The Reporting Services Configuration window appears showing the current status of the Report Server
(Figure 210).
Figure 210: Report Server Status

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 90: SQL Server Reporting Services Configuration Steps

2. In the left pane, click Service Account. The Service Account screen appears (Figure 211).
Figure 211: Service Account

This screen does not require edits.

3. In the left pane, click Web Service URL. The Web Service URL screen appears (Figure 212).
Figure 212: Web Service URL

The Web Service URL screen indicates that the Report Server Web Service is not yet configured. With the ReportServer
virtual directory entered, click Apply. The outcome of the action appears in the Results window.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 90: SQL Server Reporting Services Configuration Steps

4. In the left pane, click Database. The Report Server Database screen appears (Figure 213).
Figure 213: Database Connection Settings

In the right pane, click Change Database.

The Change Database window appears (Figure 214).

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 90: SQL Server Reporting Services Configuration Steps

5. Select Create a new report server database.
Figure 214: Change Database Window

Click Next. The Database Server Connection dialog appears (Figure 215).
Figure 215: Database Server Connection

Do the following in the Database Server Connection dialog box (Figure 215):
1. In the Server Name field, enter the name of the unified ADX server, or the database server if this a split ADX. If you
are using a SQL Server named instance other than MSSQLSERVER, add the SQL Server instance name in this
format: computername\instancename.
2. In the Authentication Type drop-down list box, select one of the following:
• Current User - Integrated Security if you are logged on the computer with the Administrator account. The
Username and Password fields are dimmed.
• SQL Server Account if you are logged on the computer with a user in the Administrative group. This selection
is required on the Web/Application server computer of a split ADX with the Metasys Advanced Reporting System.
3. If you selected SQL Server Account, specify the Username and Password for the SQL server administrator (sa)
account.
4. Click Next. The Specify Database Name dialog appears (Figure 216).

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wizard.

Table 90: SQL Server Reporting Services Configuration Steps

6. Do the following in the Specify Database Name dialog box (Figure 216):
1. Specify ReportServer in the Database Name field. If you are using a SQL Server named instance other than
MSSQLSERVER, add the instance name to the database name in this format:
ReportServer_<instancename>.
2. Select Native Mode for the Report Server Mode.
3. Click Next.
Figure 216: Specify Database Name

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 90: SQL Server Reporting Services Configuration Steps

7. The Credentials dialog box appears.
Figure 217: Credentials Dialog Box

Do the following in the Credentials dialog box (Figure 217):

1. From the Authentication Type drop-down list box, select SQL Server Credentials.
2. In the Username and Password fields, enter the user name and password you created in Step 4 of Creating a New
SQL Server User. (The recommended user name is SSRSServiceAccount.)
3. Click Next. A summary of your selections appears next (Figure 218). Click Next to continue.
Figure 218: Database Confirmation

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wizard.

Table 90: SQL Server Reporting Services Configuration Steps

8. The configuration process begins and completes in a few minutes. Make sure that each configuration reports a Success
result. If any configuration is not successful, see Metasys Advanced Reporting System Troubleshooting.
Figure 219: Completion Window

Click Finish on the completion screen. The configured Report Server Database screen appears (Figure 220).
Figure 220: Database Connection Settings: Configured

Click Report Manager URL in the left pane.

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Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 90: SQL Server Reporting Services Configuration Steps

9. The Report Manager URL screen indicates that the Report Manager virtual directory name is not yet configured. With
the Reports virtual directory entered, click Apply. The outcome of the action appears in the Results window.
Figure 221: Report Manager URL

10. The configuration of SQL Server 2008 software for the Metasys Advanced Reporting System is complete.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SQL Server Reporting Services Language Support for the Metasys

Advanced Reporting System
Note: If you are installing a split ADX, perform these steps on the Web/application server computer only.
Note: If you do not perform the steps in this section, some of the UI does not appear in the desired language. Follow
these steps for full UI translation.
The Metasys Advanced Reporting System ADX displays reporting information in languages other than United States
English when you install the correct language support for the ADX and you define a language in your Security
Administrator System profile. This functionality is the same as using a non-English language on the ADX without
the reporting system.
In addition to the language file installation and profile change for a non-English ADX, you also must download several
supporting components to translate the main Toolbar, Report Toolbar, and Report is being generated message
that appears in the Report screen. The supporting components are available for the following languages:
• Chinese (Traditional)
• Chinese (Simplified)
• French
• German
• Italian
• Japanese
• Korean
• Spanish
Note: If you decide not to add support for languages in the order of the wizard overview steps, you can add support
later by coming back to this section. The procedure is slightly longer if you download the supporting language
components after installing the ADX with the Metasys Advanced Reporting System.

Adding Language Support for SQL Server Reporting Services and the Metasys
Advanced Reporting System
1. Using the Internet Explorer Web browser, browse to the Microsoft Download Center Web site:
www.microsoft.com/downloads
2. Download the language specific .NET Framework 3.5 SP1 Language Pack by following these steps:
a. Enter .NET Framework 3.5 SP1 Language Pack in the Microsoft Download Center search box, then click
the Search button.
b. Select .NET Framework 3.5 SP1 Language Pack from the search results. The Microsoft .NET Framework
3.5 SP1 Language Pack Web page appears.
c. On the Microsoft .NET Framework 3.5 SP1 Language Pack page, select the desired language from the
Change Language drop-down list box.
d. Click Change. The page now appears in the language you selected in Step c.
e. Click Download and save the file to a location on the computer. The language pack that downloads matches
the language you selected in Step c.
f. Run the downloaded file to install the language pack.
g. Repeat Step c through Step f for any service packs (if available) and any other languages you want to support.
h. Go to Step 4.
3. If you are using SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2, download the language
specific Microsoft Report Viewer 2010 Language Pack from the Microsoft Download Center Web site by following
these steps:
a. Enter Microsoft Report Viewer 2010 Language Pack in the Microsoft Download Center search box, then
click the Search button.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SQL Server Reporting Services Language 364
Support for the Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

b. Select Microsoft Report Viewer 2010 Language Pack from the search results. The Microsoft Report Viewer
2010 Language Pack Web page appears.
c. On the Microsoft Report Viewer 2010 Language Pack page, select the desired language from the Change
Language drop-down list box.
d. Click Change. The page now appears in the language you selected in Step c.
e. Click Download and save the file to a location on your computer. The language pack that downloads matches
the language you selected in Step c.
f. Run the downloaded file to install the language pack.
g. Repeat Step c through Step f for any service packs (if available) and any other languages you want to support.
h. Go to Step 4.
4. If you have not installed the ADX software yet, return to the wizard overview steps.
If you already installed the ADX software and are adding only support for languages now, go to Step 5.
5. Restart the computer or do the following:
a. In Control Panel, select Administrative Tools > Services. The Services window appears. If you have Windows
Server 2008, open Control Panel and select System and Maintenance > Administrative Tools > Services. If
you have Windows Server 2012 R2, Windows Server 2012, or Windows Server 2008 R2 OS, open Control
Panel and select System and Security > Administrative Tools > Services.
b. Right-click the Metasys III Device Manager service and select Stop.
c. Right-click the IIS Admin service and select Restart.
d. Right-click the Metasys III Device Manager service and select Start.
e. Close all windows.
6. Log on to the reporting system with the credentials of a non-English user.
7. Verify the language appears correctly in the reporting system main Toolbar and Report Toolbar. Also verify
the Report is being generated message that appears in the Report screen is in the desired language.
Note: For content to appear in the non-English language, you also must have the correct language files on the
ADX and a language defined in the non-English user’s Security Administrator System profile. These
requirements are the same for an ADX without the reporting system.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SQL Server Reporting Services Language 365
Support for the Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Configuring the SCT and Split ADX for the Metasys Advanced
Reporting System
Perform the steps in this section on the SCT computer and on the computers in a split ADX system:
• Setting the Distributed Transaction Coordinator Service to Start Automatically
• Configuring the Distributed Transaction Coordinator Service
• Verifying the SCT and Split ADX Computers Are Reachable
• Configuring Windows Firewall for Windows 8.1, Windows 8, or Windows 7 on SCT Computer (applies only for
SCT on Windows 7 OS with split ADX and Metasys Advanced Reporting system)

Setting the Distributed Transaction Coordinator Service to Start Automatically

Perform these steps on the ADX database server computer as well as the SCT computer. These steps are not
necessary on the ADX Web/application server computer. These steps are also not necessary if one or both of the
following applies to the computer you are using:
• You upgraded SQL Server 2000 to SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2 SP2
software; and/or
• You are upgrading from an existing split ADX without the Metasys Advanced Reporting System to a split ADX
with the Metasys Advanced Reporting System.
If either or both of the above conditions is true, skip this section and go to Configuring the Distributed Transaction
Coordinator Service.
Table 91: Distributed Transaction Coordinator Service Setting Steps
1. Start Follow the step that is appropriate to the Windows
OS:
• If you have Windows 8.1, Windows 8, or Windows
7, in Control Panel, select System and Security
> Administrative Tools > Services. Click Yes if
prompted by the User Account Control dialog box.
• If you have Windows Server 2008, in Control
Panel, select System and Maintenance >
Administrative Tools > Services. Click Continue
if prompted by the User Account Control dialog
box.
• If you have Windows Server 2012 R2, Windows
Server 2012, or Windows Server 2008 R2, in
Control Panel, select System and Security >
Administrative Tools > Services.
2. Windows Server 2008 OS Example: Right-click the Distributed Transaction Coordinator
service and select Properties.
Figure 222: Services Window

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 366
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 91: Distributed Transaction Coordinator Service Setting Steps

3. Windows Server 2008 OS Example: Click the General tab.
Figure 223: General Tab From the Startup type drop-down list box, choose
Automatic.
If the service is stopped, click Start.
Click OK.
Close all windows.

4. Done Go to Configuring the Distributed Transaction

Coordinator Service.

Configuring the Distributed Transaction Coordinator Service

Perform these steps on the ADX database server computer as well as the SCT computer. These steps are not
necessary on the ADX Web/application server computer. These steps are also not necessary if one or both of the
following applies to the computer you are using (ADX database server computer and/or SCT computer):
• You upgraded SQL Server 2000 to SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2 SP2
software; and/or
• You are upgrading from an existing split ADX without the Metasys Advanced Reporting System to a split ADX
with the Metasys Advanced Reporting System.
Note: If the SCT computer meets the bulleted conditions above, but the ADX database server computer does not,
you still must perform the steps in this section on the ADX database server computer. If the ADX database
server computer meets one or both bulleted conditions above, you still must perform the steps in this section
on the SCT computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 367
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 92: Distributed Transaction Coordinator Service Configuration Steps

1. Start Follow the step that is appropriate to the Windows
OS:
• If you have Windows 7, click the Start icon and
select All Programs > Accessories > Run. In the
Run text box, type comexp.msc and click OK.
Click Continue or Yes if prompted by the User
Account Control dialog box.
• If you have Windows Server 2012 R2 or Windows
Server 2012, hold down the Windows key and
press R to open the Run box. Type comexp.msc
in the Run box and click OK. Click Continue if
prompted by the User Account Control dialog box.
• If you have Windows Server 2008 R2 or Windows
Server 2008, click Start > Run. In the Run text
box, type comexp.msc and click OK. Click
Continue if prompted by the User Account Control
dialog box.
2. Windows Server 2008 Example: In the left pane, expand Component Services >
Computers > My Computer.
Figure 224: Component Services
If you have Windows 8.1, Windows 8, Windows 7,
Windows Server 2012 R2, Windows Server 2012,
Windows Server 2008 R2, or Windows Server 2008,
expand My Computer > Distributed Transaction
Coordinator. Right-click Local DTC and select
Properties.

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 92: Distributed Transaction Coordinator Service Configuration Steps

3. Windows Server 2008 Example: Click the Security tab to display the Security settings.
Figure 225: My Computer Properties

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 92: Distributed Transaction Coordinator Service Configuration Steps

4. Windows Server 2008 Example: Select the Network DTC Access check box.
Figure 226: Security Configuration Select the Allow Inbound and Allow Outbound check
boxes.
Click the No Authentication Required radio button.
Click OK.
Click Yes to the MSDTC Console Message dialog box
when it appears.
Click OK to the MSDTC service restart message when
it appears.
Close all windows.

5. Done Close this wizard window and return to the wizard

overview steps.

Verifying the SCT and Split ADX Computers Are Reachable

Perform these steps on the SCT computer, ADX database server computer, and ADX Web/application server
computer.
1. Log on to the SCT computer.
2. On the Start menu, select Run. If you are using Windows 8.1, Windows 8, Windows 7, Windows Server 2012
R2, or Windows Server 2012, hold down the Windows key and press R. The Run dialog box appears.
3. Type cmd and press Enter. A command prompt window appears.
4. Type ping <ADX database server computer name>. An example is shown in Figure 227.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 370
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 227: Pinging a Computer Called johnson-adx

5. Verify that the ping command reports a reply from the ADX database server computer.
Note: If the message Request timed out appears or the Ping statistics reports that one or more packets are
lost, network communication with the server is either unavailable or unreliable.
6. Now try to ping the ADX Web/application server computer from the SCT computer.
7. Log on to the ADX database server computer and try to ping the SCT computer and the ADX Web/application
server computer.
8. Log on to the ADX Web/application server computer and try to ping the SCT computer and the ADX database
server computer.
9. If any computer is unreachable in any of these tests, DNS might not be configured on that computer. For details
on DNS, refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).
10. Close the command prompt window.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 371
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Configuring Windows Firewall for Windows 8.1, Windows 8, or Windows 7 on

SCT Computer
This section applies only for SCT installed on the Windows 8.1, Windows 8, or Windows 7 that is part of a split ADX
configuration with the Metasys Advanced Reporting system. If you are installing a split ADX system that does not
have Metasys Advanced Reporting, skip this section.
Table 93: Steps for Configuring Windows Firewall on Windows 8.1, Windows 8, or Windows 7 Computer
with SCT
1. Start In Control Panel, click System and Security. The
System and Security window appears (Figure 228).
2. Figure 228: System and Security Window Click Allow a program through Windows Firewall.

3. Figure 229: Allowed Programs Click Change settings.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 372
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 93: Steps for Configuring Windows Firewall on Windows 8.1, Windows 8, or Windows 7 Computer
with SCT
4. Figure 230: Allow Another Program Click Allow another program.

5. Figure 231: Browse To SQL Server Binn Folder Click Browse and navigate to the folder where the
SQL Server executable file (sqlservr.exe) is located,
for example:
c:\Program Files\Microsoft SQL
Server\MSSQL10_50.MSSQLSERVER\MSSQL\Binn

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 93: Steps for Configuring Windows Firewall on Windows 8.1, Windows 8, or Windows 7 Computer
with SCT
6. Figure 232: Selecting sqlservr.exe Select the file: sqlservr.exe
Click Open. SQL Server Windows NT now appears
in the Add a Program dialog box.

7. Figure 233: SQL Server Added as an Allowed Program Click Add.

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 93: Steps for Configuring Windows Firewall on Windows 8.1, Windows 8, or Windows 7 Computer
with SCT
8. Figure 234: SQL Server Added as an Allowed Program through Click OK. SQL Server software is now allowed to
Firewall communicate through the Windows firewall.

9. Done Close all open windows.

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Uninstalling the SCT Software Introduction

Important: If you have SCT Release 6.5.25 or earlier, you need to uninstall the earlier release of SCT before you
can install Release 7.0 of SCT. The upgrade option is no longer available at the new release because
the SCT security database has been separated from the ADS security database. Therefore, before
removing SCT, be sure to back up all archive databases for later use.

Important: If you receive error messages when you uninstall SCT software, you may have problems reinstalling
it. Diagnose these problems before you attempt to reinstall the software.
Note: The SCT software must be able to communicate with the SQL Server databases during the uninstallation
process.

Uninstalling the SCT Software

Follow these steps to uninstall SCT software.
Table 94: SCT Uninstallation
1. Start Optional: Use the Metasys Database Manager to
purge any unwanted data from your databases and
create backups. Refer to the Metasys Database
Manager Help (LIT-12011202) for details.
Do the following:
1. Open Control Panel and select Programs >
Programs and Features.
2. Select Metasys SCT. Click Uninstall or
Change/Remove. Click Allow or Yes if prompted
for consent.
2. Figure 235: Wizard Welcome Screen The Wizard Welcome screen appears.
Click Next.

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 94: SCT Uninstallation

3. Figure 236: Database Server Selection The Database Server selection appears (Figure 236).
Do the following:
1. In the Metasys SCT data server name field, select
the default value that is provided (for example,
(local)).
2. Select one of the following authentication
methods:
• Windows authentication credentials of
current user: Click this button to log in to the
SCT SQL Server software using the Windows
operating system credentials of the user
logged in to the computer on which you are
removing the SCT software.
• Server authentication using the Login ID
and password below: Click this button and
fill in the Login ID and Password fields to
use SQL Server authentication to access SQL
Server software during SCT removal. For
Login ID, enter a valid sa login for the SQL
Server software on the SCT computer. For
Password, enter the matching administrator
password for the SQL Server software on the
SCT computer.
3. Click Next. A user message appears if the
connection to the database fails.
4. Figure 237: Scheduled Actions Question The next dialog box asks if you want to remove
currently scheduled actions (Figure 237).
Click No in preparation for the SCT upgrade.
Click Next.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 377
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 94: SCT Uninstallation

5. Figure 238: Remove Metasys SCT The Remove the Program screen appears. Click
Remove to start the SCT uninstall process. If you are
uninstalling an SCT with the Metasys Advanced
Reporting System, a message about removing the
Metasys Reports folder may appear.
Click OK to continue. You may also see a message
about updating files or services (Figure 239). Click
OK to continue.
Figure 239: Update Files Message

6. Figure 240: Wizard Completed Screen The Setup Wizard Complete window appears when
the SCT uninstallation is complete. Click Finish.

7. Done. A computer restart message may appear. Restart the

computer.
Close this window and return to the wizard overview
steps.

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Uninstalling the ADS/ADX Software Introduction

Important: If you receive error messages when you uninstall ADS/ADX software, you may have problems reinstalling
it. Diagnose these problems before you attempt to reinstall the software.

Important: The ADS/ADX is offline from when you uninstall it to when you finish the ADS/ADX upgrade or
reinstallation. Be aware that if your historical databases are over 500 MB, the upgrade may take several
hours to complete. Consider using the Metasys Database Manager or SQL Server software tools to
purge your historical database prior to an upgrade. Refer to the Metasys Database Manager Help
(LIT-12011202) for details.
Note: The ADS/ADX software must be able to communicate with the SQL Server databases during the uninstallation
process.

Clearing Out Pending Event Messages from Message Queue

Note: Follow this procedure only if you are upgrading from Metasys system Release 5.0 or later. If you are upgrading
from a release earlier than Release 5.0, skip this section and go to Uninstalling the ADS/ADX Software.
Microsoft Message Queuing is not used in versions of the Metasys system earlier than Release 5.0.

1. Log in the computer that you intend to upgrade to ADS/ADX software at Release 7.0.
2. Disconnect the network from the computer.
3. On the Start menu, click Run or hold down the Windows key and press R. The Run box appears.
4. In the Run box, type compmgmt.msc and click OK. The Computer Management screen appears (Figure 241).
Figure 241: Computer Management Window

5. In the left pane, expand Services and Applications > Message Queuing > Private Queues. Select Private Queues
so that the Metasys queues appear (Figure 242).

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 242: Computer Management: Metasys Private Queues

6. Verify that the number of messages in each of these Metasys queues is 0:

metasys_trendreceiver
metasys_trendforwarder
metasys_trendbacklog
These are the only queues that may contain customer critical data.
7. If each of these Metasys queues has 0 messages, go to Step 8.
If any of these Metasys queues has one or more messages, contact the Johnson Controls Field Support Center
(FSC) for further instruction. Do not proceed to the ADS/ADX uninstall steps until FSC helps you manually
process the event messages.
8. Select each Metasys queue under the Private Queues table and select Action > Delete. Repeat until you have
deleted all Metasys queues. Go to Step 11.
Note: If the operating system does not allow you to delete the queues, you need to take ownership of each
queue. Go to Step 9.
Note: If the operating system displays an error message indicating that you cannot take ownership of any
queue, go to Step 10.
9. To take ownership of a Metasys queue, right-click the queue and select Properties. Select the Security tab and
then click Add. In the Select Users or Groups window, type Administrators, and then click Check Names to
select the Administrators account. Click OK. In the queue’s Properties dialog box, select Full Control under the
Allow column. Click OK to complete the process. Go back to Step 8 to delete the Metasys queues.
10. Uninstall and reinstall the Message Queuing component from Windows, making sure that the operating system
media is available or that your hard disk contains the files necessary for the reinstallation. The process to
uninstall Message Queuing varies slightly depending on your operating system:
• If you are using Windows 8.1, Windows 8, or Windows 7, in Control Panel, select Programs > Programs
and Features > Turn Windows features on or off. Clear the Microsoft Message Queuing Server Core
component check box, and follow the steps to complete the uninstallation.
• If you are using Windows Server 2008 R2 or Windows Server 2008, in Control Panel, select Programs >
Programs and Features > Turn Windows features on or off. Then on the Server Manager screen, locate the

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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Features section and click Remove Features. Clear the check box for Message Queuing, and follow the
steps for the Remove Features Wizard.
• If you are using Windows Server 2012 R2 or Windows Server 2012, in Control Panel, select Programs >
Programs and Features > Turn Windows features on or off. The Server Manager Dashboard and the Add
Roles and Features Wizard appear. In the Server Manager Dashboard, click Local Server, and then click
Manage > Remove Roles and Features. The Remove Roles and Features Wizard appears. Click Next
until you reach the Remove features screen. Locate Message Queuing in the Features table. Clear the
check box for Message Queuing. All related check boxes also clear. Click Next, then click Remove to
proceed with the removal of Message Queuing.
11. Close the Computer Management window.
12. Reconnect the network to the computer, and go to Uninstalling the ADS/ADX Software.

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Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Uninstalling the ADS/ADX Software

Note: If the computer has the Metasys for Validated Environments currently installed, uninstall MVE before you
uninstall the ADX software. See Uninstalling MVE Software.

Table 95: ADS/ADX Uninstallation

1. Start Optional: Use the Metasys Database Manager to purge any
unwanted data from your databases and create backups. Refer to
the Metasys Database Manager Help (LIT-12011202) for details.
Do the following:
1. Open Control Panel and select Programs > Programs and
Features.
2. Select Metasys ADS or Metasys ADS - MVE. Click
Change/Remove or Uninstall.
2. Figure 243: Wizard Welcome Screen The Welcome screen appears. Click Next.

3. Figure 244: Remove the Program The Remove the Program screen appears to confirm you wish to
uninstall ADS/ADX software.
Click Remove.

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Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 95: ADS/ADX Uninstallation
4. Figure 245: Energy Essentials Removal If this is an ADX computer and you have Energy Essentials installed,
a message appears indicating that you must remove the Energy
Essentials application before you can uninstall the ADX software.
If you plan to upgrade your ADX, you can reinstall Energy Essentials
later using the Energy Essentials upgrade procedure after you
upgrade the ADX software. The ADX uninstallation procedure also
uninstalls Energy Essentials.
Click Next.

5. Figure 246: SQL Server Login The SQL Server Login window appears (Figure 246).
Do the following:
1. In the ADX/ADS data server name field, do one of the following
based on the type of ADS/ADX you have:
• For a unified ADS/ADX, specify either (local) or the SQL
Server instance name.
• For a split ADX, enter the ADS/ADX computer name or IP
address with the SQL Server instance name (for example,
MAIN-ADX\MSSQLSERVER).
2. For authentication, do one of the following:
• Select Use Windows credentials for authentication to
use the SQL Server credentials of the user currently logged
in to the Windows of the ADS/ADX.
• Clear Use Windows credentials for authentication and
enter the SQL Server software user name and password
for a valid sa user on the ADS/ADX.
3. Click Test SQL Connections (Figure 246).
4. When SQL connection ok! appears, click OK.
6. Figure 247: Update Files/Services - Click OK A message box may appear that states the setup process requires
a reboot after files or services are updated.
Click OK to continue.

7. Figure 248: Historic Databases - Click No A question box asks whether you want to delete the Trend, Event,
Audit, Annotation, and MetasysReporting databases (Figure 248).
Click No to save the Trend, Event, Audit, Annotation, and
MetasysReporting databases.

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Metasys Advanced Reporting System
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information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 95: ADS/ADX Uninstallation
8. Figure 249: Scheduled Actions Question A question box asks whether you want to remove currently
scheduled actions (Figure 249).
Click No.

9. Figure 250: Remove License Keys A question box asks whether you want to remove the license keys
(Figure 250). Click Yes to remove the license keys because you
need to relicense the Metasys ADS/ADX software at each new
major release (Release 7.0).

10. Figure 251: Files in Use - Click OK If you are uninstalling an ADX with the Metasys Advanced Reporting
System, click OK to the Files in Use message (Figure 251).

11. Figure 252: Could Not Remove Metasys Reports If you are uninstalling an ADX with the Metasys Advanced Reporting
Folder System, a message about removing the Metasys Reports folder
may appear (Figure 252).
Click OK to continue. After uninstalling the ADX software, verify
that the following folder does not exist:
C:\inetpub\wwwroot\MetasysReports
If this folder exists, manually delete it and all its contents.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 384
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 95: ADS/ADX Uninstallation
12. Figure 253: Wizard Completed Screen Click Finish.

13. Done. The ADS/ADX uninstall is complete. Restart the computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Configuring the SCT and Split ADX for the 385
Metasys Advanced Reporting System
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

SCT Software
Important: In addition to the following notes on installing SCT software, if you are installing a split ADX, an ADX
with the Metasys Advanced Reporting System, or an ADX with MVE, see Special Features. The
Special Features section contains information you should have before following the installation steps
in this section.

Important: Do not include Simulation during the SCT installation if you plan to install the ADS/ADX software. The
ADS/ADX software requires you to remove Simulation by uninstalling and reinstalling the SCT software.

Important: If you ever need to downgrade SCT after you upgrade to a newer release, you can still open your
archive database in an older SCT release by first exporting the archive in the newer SCT, then importing
the archive in the older version of SCT. For details, refer to Metasys SCT Help (LIT-12011964).
Please note the following:
• The SCT software requires 125 MB of available hard disk space. The hard disk must be formatted with the NTFS
file system.
• The Ethernet network interface card (NIC) must have a valid connection status for the installation to complete
successfully. Connect your Ethernet NIC to the powered-up Ethernet hub, switch, or router or to a live Ethernet
network.
• The computer on which Metasys system software is installed requires the most recent Daylight Saving Time
(DST) update from the Microsoft Corporation. See one of the following:
- For Windows 8.1 or Windows 8, see Checking for and Installing Windows Software DST Update for Windows
8.1 and Windows 8.
- For Windows 7, see Checking for and Installing the Windows Software DST Update for Windows 7 .
- For Windows Server 2012 R2 or Windows Server 2012, see Checking for and Installing the Windows Software
DST Update for Windows Server 2012 R2 and Windows Server 2012.
- For Windows Server 2008 R2, see Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2.
- For Windows Server 2008, see Checking for and Installing the Windows Software DST Update for Windows
Server 2008.
• The SCT and ADS/ADX applications install on the drive of the computer where IIS is installed (not necessarily
the operating system drive).
• Devices at Release 5.2 through 7.0 can coexist on the same site if the Site Director is a Release 7.0 device. The
Release 7.0 devices require the database to be at Release 7.0. You must upgrade your archive database to
Release 7.0 by opening the database with SCT. The SCT recognizes the old archive and prompts you to perform
an upgrade.
You can maintain databases from multiple releases using SCT. The SCT embodies the functions that were once
provided by the SCT Archive Upgrade Tool and SCT Manager. Starting at Release 6.0, the SCT Archive
Upgrade Tool and SCT Manager are obsolete. For more information, refer to the Metasys SCT Help
(LIT-12011964).
• Smoke control NAEs at Release 4.1 and Release 5.2 can coexist on the same site if the Site Director is a Release
7.0 device. If you have smoke control NAEs on site, you can upload but do not download these NAEs with
Release 7.0 SCT. The Metasys Advanced Reporting System at Release 7.0 can retrieve historical data from
smoke control NAEs that have been uploaded to the SCT archive.
• Be sure you have the SQL Server software running before you attempt to install the SCT software. For all varieties
of SQL Server software, use the SQL Server Configuration Manager to verify the server is running.
• If you use the same SQL Server database software installation for the SCT and ADS/ADX and you select a SQL
Server named instance for SCT, you must use the same SQL Server named instance for the ADS/ADX. This
rule does not apply if you install and license SQL Server software on multiple computers for the SCT and ADS/ADX
to use separately.
• If your computer has an older version of the NAE/NIE Update Tool, you cannot upgrade SCT until you uninstall
the older version of the NAE/NIE Update Tool or you upgrade the NAE/NIE Update Tool to the same exact

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 386
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
release as SCT. The releases must match because the SCT and NAE/NIE Update Tool share the same code
download server.
• We strongly recommend that you shut down antivirus software before installing SCT software. Work with the IT
department to determine if the computer is running antivirus software and, if applicable, how to stop it. Be sure
to restart antivirus software after SCT installation is complete.
• The initial login user name for the Metasys SCT UI is MetasysSysAgent and it is not case sensitive. For the
MetasysSysAgent default password, contact your local Johnson Controls® representative. Starting at Release
7.0, new password rules are enforced in the English language software for logging in to the SCT UI. For new
SCT installations, you must change the login account password to a valid, complex password when you log in
for the first time. For SCT upgrades, the MetasysSysAgent password is retained during the upgrade, so you are
not prompted to change the password. For more information about passwords, refer to the Security Administrator
System Technical Bulletin (LIT-1201528).

Installing the SCT Software

Note: The figures are examples only and are intended to supplement the procedure text. Do not mimic the figure
content without reading the text.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 387
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 96: SCT Software Installation Steps

1. Figure 254: Services Window Verify that IIS is installed and running on the computer.
1. If you are using Windows 8.1, Windows 8,
Windows 7, Windows 2012 R2, Windows 2012,
or Windows Server 2008 R2, go to Control Panel
and select System and Security > Administrative
Tools > Services.
If you are using Windows Server 2008, go to
Control Panel and select System and
Maintenance > Administrative Tools > Services.
2. Verify that IIS Admin Service and World Wide
Web Publishing Service are started.
If either of these services is not present, you do
not have IIS installed on the computer. For
Windows 8.1 or Windows 8, see Installing
Required Features with Internet Connection. For
Windows 7, see Installing IIS Version 7.5,
ASP.NET, and SNMP. For Windows Server 2012
R2 or Windows Server 2012, see Installing
Required Roles and Features. For Windows
Server 2008 R2, see Installing IIS Version 7.5,
ASP.NET, and SNMP. For Windows Server 2008,
see Installing IIS Version 7.0, ASP.NET, and
SNMP.
3. Close all windows.
2. Insert the SCT media.
Using Windows Explorer, browse to the SCT folder.
Double-click setup.exe. Click Allow or Yes if you are
prompted for consent to run the installation program.
The installation software detects whether the computer
meets the prerequisites defined in this wizard. If one
or more requirements are missing, an Installation
Aborted screen appears indicating what you need to
install. Install the missing requirements as defined in
this wizard, and then restart the SCT installation
procedure.
If you are asked to shut down the device manager,
click Yes.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 388
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 96: SCT Software Installation Steps

3. Figure 255: Welcome Screen Click Next.

4. Figure 256: Select Network Interface Card Using the drop-down box, select the NIC the SCT
uses to perform communication tasks over the building
network (Figure 256).
Click Next.
Note: We recommend that you do not select the
wireless network card.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 389
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 96: SCT Software Installation Steps

5. Figure 257: Database Server Setup Screen For the SCT data server name, enter the name of the
SCT computer. In most cases, this is (local) or
(local)\<instance name>.
Note: If you are using a SQL Server instance name
other than MSSQLSERVER, make sure you
include the SQL Server instance name after
the computer name and a backslash in this
format:
computername\instancename
Example: JCI-ADX\SQLExpress
For authentication, select one of the following:
• Windows authentication credentials of current
user: Click this button to log in to the SCT SQL
Server software using the Windows operating
system credentials of the user logged in to the
computer on which you are installing the SCT
software.
This selection determines that the Windows
operating system user currently logged in to the
SCT computer must have SQL Server
Administrator rights on the SCT computer. If this
is not the case, do not click this option.
• Server authentication using the Login ID and
password below: Click this button and fill in the
Login ID and Password fields to use SQL Server
authentication to access SQL Server software
during the installation. For Login ID, enter a valid
sa login for the SQL Server software on the SCT
computer. For Password, enter the matching
administrator password for the SQL Server
software on the SCT computer.
Click Next.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 390
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 96: SCT Software Installation Steps

6. Figure 258: Custom Setup Screen Click the icon for the feature in the Custom Setup
screen and choose from the options (Figure 259).
Figure 259: Icon Drop-Down Menu

Features:
• System Configuration Tool: This feature is the
SCT software. If you open the icon drop-down
menu, only select This feature will be installed
on local hard drive. Any other options are invalid
for proper SCT installation.
• Simulation: This optional feature simulates a
functioning engine and tests control logic prior to
a download. When installing the SCT on the same
computer as an ADS/ADX, do not install this
feature. Simulation uses the same virtual directory
that the ADS/ADX application requires, and both
applications cannot share the same virtual
directory.
Note: N2 Tools (CTOOLS) and Language Support
are available as separate installs. The
installation programs are located on the SCT
media under the CTOOLS and Translation
Project folders, respectively. You must install
both N2 Tools (CTOOLS) and the SCT on the
computer that you use to access N2
controllers via the Passthru feature.
Note: CTOOLS is not supported on any 64-bit
Windows operating system.
When you complete your selections, click Next.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 391
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 96: SCT Software Installation Steps

7. Figure 260: Ready to Install Screen Click Install. The SCT software is installed on your
computer.
As part of SCT installation, a shortcut for SCT is
created on the computer desktop (Figure 261) if the
computer is running Windows 8.1, Windows 8, or
Windows 7. The SCT shortcut is not created if the
computer is running a server operating system.
Figure 261: SCT Desktop Shortcut

In addition, the Launcher software application is

installed and its shortcut is created on the computer's
desktop (Figure 262).
Figure 262: Launcher Desktop Shortcut

For more information about the Launcher, refer to

Launcher Help (LIT-12011742).
8. Figure 263: Wizard Completed Screen Click Finish.
If other users are currently logged in to the SCT
computer, the following user message appears.
Figure 264: Installer Information – Others Logged
In

Click Yes to restart the computer.

If there are no users logged in, the Installer information
dialog box appears (Figure 265).
Figure 265: Installer Information

Click Yes to restart your computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 392
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 96: SCT Software Installation Steps

9. After the computer restarts, log in and re-enable the
antivirus software (if you disabled it before SCT
software installation).
10. Done The SCT installation is complete.
Go to Launching the SCT User Interface or close this
wizard window and return to the wizard overview
steps.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 393
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Launching the SCT User Interface

To launch the SCT UI, do one of the following:
• On the SCT computer, double-click the Metasys SCT icon. The Metasys SCT login screen appears (Figure 268).
• On the SCT computer, go to Start > Programs > Johnson Controls > Launcher. If you are using Windows
8.1, Windows 8, Windows Server 2012 R2, or Windows Server 2012, click the Launcher tile on the Start screen.
Follow the steps in Launcher Help (LIT-12011742) for adding the SCT computer's profile to the Launcher.
• From another computer on the same network as the SCT computer, browse to http://<name or address>/SCT/
where <name or address> is the computer name or IP address of the SCT.
When you browse to the SCT computer from a client for the first time, the Launcher Download screen appears
(Figure 266). The Launcher download installs a private version of the JRE on the client computer that is used to
start the SCT user interface. Click Full Launcher Installer to retrieve the user interface files from the SCT
computer, then run the Launcher installation file. For details, refer to the Launcher Installation Instructions
(LIT-12011783).
Figure 266: Launcher Download Screen

After you install the Launcher to your local hard drive, the Main Screen of the Launcher appears on which you
can configure the network credentials of the SCT computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 394
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Figure 267: Launcher Main Screen

Using the Launcher, configure the network credentials of the SCT computer to add its profile to the Launcher.
For details, refer to the Launcher Help (LIT-12011742).
After you add the SCT, select it from the profile list under the SCT tab and click Launch. The Metasys SCT login
screen appears (Figure 268).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 395
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Figure 268: Metasys System Configuration Tool Login Screen

Log in with the MetasysSysAgent user and default password. (To obtain the default password, contact your local
Johnson Controls representative.) If the SCT software was a new installation, not an upgrade, the Change
Password screen appears for the MetasysSysAgent user (Figure 269). Type the old password, then type a new
password twice. The new password must follow the rules listed in the Change Password screen. To look up
words that cannot be passwords, click View Blocked Words List.
Figure 269: Change Password

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 396
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Click OK. When Successfully changed the password appears in the Change Password dialog box, click OK.
The Terms and Conditions dialog box appears. Click Accept. Verify the New Archive Wizard user interface screen
appears (Figure 270).
Figure 270: New Archive Wizard Screen

After verifying the SCT login screen appears from the Launcher and SCT login is successful, return to the wizard
overview steps.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : SCT Software 397
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADS and ADX Software

Important: In addition to the following notes on installing ADS/ADX software, if you are installing a split ADX, an
ADX with the Metasys Advanced Reporting System, or an ADX with MVE, see Special Features.
The Special Features section contains information you should know before following the installation
steps in this section.

Important: You must purchase and license the ADS/ADX media in addition to the MVE product media. ADX with
MVE installation requires you to install or upgrade an ADX using the ADS/ADX media and then enable
the MVE functionality using the MVE product media.

Important: Do not uninstall ADS/ADX software unless it is part of an upgrade. If you do so, you risk losing your
historical (trend, event, audit, annotation, and reporting) and security data. You must perform an uninstall
as defined in the Uninstalling the ADS/ADX Software section to preserve the data. Also, to ensure that
no data is lost, make sure that the buffer size of the supervisory engines is large enough to hold archived
data while the ADS/ADX is upgraded.
Please note the following:
• Beginning at Release 7.0, ADS/ADX software and SCT software installed on the same computer can be of
different versions. This capability does not exist for an ADS/ADX or SCT at Release 6.5.25 or earlier.
• When you install ADS software, desktop shortcuts for the Metasys ADS and Launcher applications are created.
When you install ADX software on a Windows Server computer, a desktop shortcut for the Launcher application
is created, but a shortcut for the ADX software is not. To start ADS/ADX software installation, see Installing and
Upgrading the ADS and ADX Software.
• The ADS/ADX software requires at least 600 MB of available hard disk space or the installation fails. In an ADX
split configuration, the web server computer where you install the ADX software requires 200 MB of available
hard disk space.
• The computer on which Metasys system software is installed requires the most recent Daylight Saving Time
(DST) update from the Microsoft Corporation. See one of the following:
- For Windows 8.1 or Windows 8, see Checking for and Installing Windows Software DST Update for Windows
8.1 and Windows 8.
- For Windows 7, see Checking for and Installing the Windows Software DST Update for Windows 7.
- For Windows Server 2012 R2 or Windows Server 2012, see Checking for and Installing the Windows Software
DST Update for Windows Server 2012 R2 and Windows Server 2012.
- For Windows Server 2008 R2, see Checking for and Installing the Windows Software DST Update for Windows
Server 2008 R2.
- For Windows Server 2008, see Checking for and Installing the Windows Software DST Update for Windows
Server 2008.
• The ADS/ADX and SCT software automatically install in the same drive location as IIS, which defaults to the
location where the OS is installed.
• The ADS/ADX software installation requires a user account with administrator access to SQL Server software
to create and manage ADS/ADX databases and SQL Server user accounts used during runtime of the ADS/ADX.
After the ADS/ADX databases and SQL user accounts are created, the account with administrator access to
SQL Server is no longer used. You may remove SQL Server software database Administrator rights from this
user if directed to do so by the IT department.
• The ADS/ADX software uses the SQL user accounts that were created by the ADS/ADX installation program. If
the IT department requests information about managing these new SQL user accounts, contact the
Johnson Controls Field Support Center.
• You can choose the location of the historical trend, event, audit, and annotation databases during the ADS/ADX
installation process.
• SQL Server 2008 (Standard, Enterprise, or Express), SQL Server 2005 (Standard, Enterprise, or Express), SQL
Server 2000, and MSDE 2000 software have not been qualified for the Metasys system at Release 7.0. If the
computer currently has these SQL Server products, you must upgrade to SQL Server 2014 (Standard, Enterprise,

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 398
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
or Express), SQL Server 2012 SP2 (Standard, Enterprise, or Express), or SQL Server 2008 R2 SP2 software
(Standard, Enterprise, or Express).
• The Ethernet network interface card (NIC) must have a valid connection status for the installation to complete
successfully. Connect your Ethernet NIC to the powered up Ethernet hub or to a live Ethernet network.
• Do not install other software applications on the ADS/ADX because they may interfere with ADS/ADX operation.
• Supervisory engines at Release 5.2 through 7.0 can coexist on the same site if the Site Director is upgraded to
Release 7.0. You must upgrade your archive database to Release 7.0 by opening the database with SCT. The
SCT recognizes the old archive and prompts you to perform the upgrade.
• When you upgrade one ADS/ADX to Release 7.0, you must upgrade all other ADSs/ADXs on the site to Release
5.2 software or later. This ADS/ADX restriction is a result of enhancements made in Release 5.2 to improve the
speed and reliability of message forwarding.
• SQL Server software must be running and network accessible on all computers (SCT, web/application server
computer, database server computer, unified ADS/ADX) before you attempt to install the ADS/ADX software.
To verify that SQL Server software is running, use SQL Server Configuration Manager.
• We strongly recommend that you shut down antivirus software before installing ADS/ADX software. Work with
the IT department to determine if the computer is running antivirus software and, if applicable, how to stop it. Be
sure to restart antivirus software after ADS/ADX installation is complete.
• The Metasys reporting system supports Secure Sockets Layer (SSL). We recommend that you implement SSL
security for improved protection of user passwords before installing the ADX with the Metasys Advanced Reporting
System (including when you use the reporting system on ADXs with MVE). For details, refer to the Secure
Sockets Layer (SSL) section of the Network and IT Guidance for the BAS Professional Technical Bulletin
(LIT-12011279).
• Install the Metasys Database Manager after you install the ADS/ADX software. If you are performing an
out-of-place upgrade (see Appendix: Data Preservation During an Upgrade), upgrade the Metasys Database
Manager and restore the historical databases with the Metasys Database Manager before you install the ADS/ADX
software. For Metasys Database Manager installation steps, refer to the Metasys® Database Manager Installation
Instructions (LIT-12011553).
• After ADS/ADX software installation is complete and the computer is restarted, the Global Search function may
take up to 30 minutes to become functional as the server completes its start-up operations.
• The initial login user name for the Metasys Site Management Portal (SMP) UI is MetasysSysAgent and it is not
case sensitive. For the MetasysSysAgent default password, contact your local Johnson Controls® representative.
Starting at Release 7.0, new password rules are enforced in the English language software for logging in to the
SMP UI. For all ADS/ADX (and SCT) installations, you must change the login account password to a valid,
complex password when you log in for the first time. For more information about passwords, refer to the Security
Administrator System Technical Bulletin (LIT-1201528).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 399
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing and Upgrading the ADS and ADX Software

Note: The figures are examples only and are intended to supplement the procedure text. Do not mimic the figure
content without reading the text.
Table 97: ADS/ADX Installation and Upgrade Steps
1. Start If you are using the Metasys Advanced Reporting
System, make sure that you have created the
database in SCT that you intend to use with the
Metasys Advanced Reporting Services. This database
must have a Site object in it.
2. Figure 271: Services Window Verify that IIS is running on the computer.
1. If you are using Windows 8.1, Windows 8,
Windows 7, Windows Server 2012 R2, Windows
Server 2012, or Windows Server 2008 R2, open
Control Panel and select System and Security >
Administrative Tools > Services.
If you are using Windows Server 2008, open
Control Panel and select System and
Maintenance (or System and Security) >
Administrative Tools > Services.
2. Verify that IIS Admin Service and World Wide
Web Publishing Service are started.
3. Close all windows.

3. 1. Insert the ADS/ADX media.

2. Using Windows Explorer, browse to the ADS
folder.
3. Double-click setup.exe.
The installation software detects whether the
computer meets the prerequisites defined in this
document. If one or more requirements are
missing, an Installation Aborted screen appears
indicating what you need to install. Install the
missing requirements as defined in this document,
and then install the ADS/ADX software according
to this procedure.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 400
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
4. Upgrade Only:
If this is an upgrade to a major release, a Question
box appears asking whether you would like to remove
all Metasys system license keys or cancel the upgrade
(Figure 272).
Figure 272: License Question Box

Do one of the following:

• To delete the license keys and continue with the
upgrade, click Yes. You then must relicense all
Metasys software after the upgrade is complete.
• To cancel the upgrade and preserve the license
keys, click No. The upgrade stops.
If your historical databases are over 500 MB, a
warning message appears (Figure 273). Although not
every large database takes several hours to upgrade,
a long upgrade process is possible depending on the
release level and on the size of the database. In
general, the process is longer if upgrading from more
than one release level.
Figure 273: Historical Database Question Box

Note: Your ADS/ADX is offline during the upgrade.

Do one of the following:
• Click Yes to proceed with the upgrade.
• Click No to cancel the upgrade. The installation
stops. Use the Metasys Database Manager to
purge your historical database and begin the
ADS/ADX installation process again.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 401
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
5. Figure 274: Welcome Screen Click Next.

6. Figure 275: DoD Banner Screen The U.S. Department of Defense (DoD) Banner Page
screen appears. Selecting this option enables a
special United States DoD warning statement each
time that you log into the Metasys ADS/ADX. If you
do not select this option, no DoD banner appears
before logging in.
Click Next.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 402
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
7. Figure 276: Custom Setup Screen Click the feature icons in the Custom Setup screen
and choose from the options (Figure 276).
Features:
• Metasys Reporting: This feature is the Metasys
Advanced Reporting System, which requires SQL
Server 2014, SQL Server 2012 SP2, or SQL
Server 2008 R2 software. If the Metasys
Reporting option is marked with a red X, the
computer cannot support this feature. For details
on the Metasys Advanced Reporting System, see
Special Features.
• US English Language Support: By default, the
ADS Installation/Upgrade program installs only
U.S. English language software. If you need a
different language, complete the installation, and
then use the Language Installation Program (LIP)
to apply your language. Refer to the Language
Installation Program Installation Instructions
(LIT-12011793).
Click Next.
8. Figure 277: Ready to Install Screen Click Install.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 403
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
9. The Database Setup screen appears differently depending on whether you are installing or upgrading an ADS, ADX, Split
ADX, or an ADX with the Metasys Advanced Reporting System. If a section of this screen does not apply to your configuration,
it appears dimmed or is not used. For example, the Metasys Reporting section is dimmed if this is an ADS, and the ADX
database server name field is dimmed if this computer has the SCT installed.
Note: The logins, names, and passwords entered in these steps are used for ADS/ADX installation purposes only. They
are different from the MetasysSysAgent administrator account and password that you use to log in to the ADS/ADX
software.
Figure 278: Database Setup Screen

See the following sections for descriptions of each section of this screen:
ADX Dataserver Login
Site Director Name for Metasys Reporting
SCT Dataserver Login for Metasys Reporting
Trend, Event, Audit, and Annotation Repository Paths
Time Server Setup and C2 Audit for SQL Server
Test SQL Connections and OK

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 404
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
10. ADX Dataserver Login Section
This section of the screen contains information about the SQL Server software used by the ADS/ADX computer. This
section allows the ADS/ADX installation program to create SQL Server users for the ADS/ADX software to use.
Figure 279: ADX Dataserver Login Section

Return to the screen overview.

11. Figure 280: Site Director Section Site Director Name for Metasys Reporting Section
This section contains information used by the Metasys
Advanced Reporting System.
Return to the screen overview.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 405
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
12. SCT Dataserver Login for Metasys Reporting Section
This section contains information used by the Metasys Advanced Reporting System and appears only if you selected
Metasys Reporting in Step 7. This section allows the ADX installation program to verify SQL Server software on the SCT
computer and the existence of the reporting system archive database.
Note: If you want to change which database is used after completing the installation, refer to the ADS/ADX Commissioning
Guide (LIT-1201645) for instructions.
Figure 281: Metasys Reporting Section

Return to the screen overview.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 406
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
13. Trend, Event, Audit and Annotation Repository Paths Section
This section sets the locations for the trend, event, audit, and annotation repositories. The location for each repository can
be any folder on any drive of the ADS/ADX computer (the database server computer in a split ADX). The repository drive
must have enough disk storage space to store the repository information.
For a unified ADS/ADX, accept the default repository location or click Browse to select another location. You can also
type the location manually following the syntax [Drive]:\[path]. If you choose a separate drive on the same ADX computer,
the computer still is considered a unified ADX.
For a split ADX, do not use the Browse buttons. Instead, manually enter the correct path on the database server computer
by using this syntax: [Drive]:\[path] For example, if the database server computer contains a Historical Data folder on the
D: drive where you want to store the repositories, the syntax is D:\Historical Data.
Note: The database server computer cannot be used as a historical data repository by more than one web/application
server computer.
Note: If you need to store the repository files to the D: drive of the database server, and the web/application server has
no D: drive, the ADS/ADX install may fail with an Insufficient Disk Space error. As a workaround, on the local
web/application computer, temporarily map a disk drive that matches the drive location on the remote database
server where the databases are to reside. This location can be a network drive, flash drive, or even a folder on
drive C:. (Make sure that you do not use the remote database server as this mapped drive.) Restart the ADX
installation, specifying the newly mapped drive for each of the repositories. The ADX install recognizes this local
drive and proceeds normally. During the ADX install, no files are copied to this temporary drive. You can remove
the temporary drive mapping from the web server after installation completes.
Figure 282: Repository Section

Return to the screen overview.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 407
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
14. Time Server Setup and C2 Audit for SQL Server Section
The Time Server Setup section sets Windows SNTP w32time to automatic (when selected) or manual (when not selected).
Refer to the ADS/ADX Commissioning Guide (LIT-1201645) for time management information.
The C2 Audit for SQL Server section appears only if you are installing the ADX with MVE by using the MVE product CD.
The C2 Audit Tracing feature in SQL Server software provides an audit trail of activity that has occurred on the SQL Server
database. We recommend that you check this box when you install MVE.
Note: If you turn on the C2 Audit feature, SQL Server software creates a large number of operational log files. You must
manually archive and delete these files to prevent the hard disk from becoming full. These files may be required
to show that a system has not been tampered with.
Figure 283: Time Server and C2 Audit Section

Return to the screen overview.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 408
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
15. Test SQL Connections and OK Section
The Test SQL Connections and OK section is used only when you are finished making all other selections on the screen
or when you would like to cancel the installation process.
The Test SQL Connections button verifies the SQL Server software logins that you entered in the rest of Figure 1. The
ADS/ADX software installation program can communicate with SQL Server software on all the computers in your
configuration. After you click the button, SQL Connection OK appears above the Test SQL Connections button if the
information you entered in the fields is valid. The OK button no longer appears dimmed.
Note: If you see an error message after you click Test SQL Connections, use the message content to resolve the issue.
Check the information that you entered in Figure 1 and check that your SQL Server software is running on all
computers in your configuration.
The OK button appears dimmed until after you click the Test SQL Connections button and the installation program verifies
that the SQL Server connections are correct. When you click OK, the ADS/ADX software installs on the computer.
The Cancel button stops the installation process.
Note: During installation, the process to restore the XMS database may take 15 to 20 minutes to complete with no
indication of progress. Do not cancel the installation during this time.
Return to the screen overview.
Figure 284: Test SQL Connections Section

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 409
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 97: ADS/ADX Installation and Upgrade Steps
16. Figure 285: Wizard Completed Screen Click Finish.
The Installer Information box appears (Figure 286).
Figure 286: Installer Information Dialog

Click Yes to restart the computer now.

17. If you disabled antivirus software before you began installing the ADS/ADX software, after the computer restarts, log in
and re-enable the software.
18. (Optional) If the site is trending large amounts of data, resize the MSMQ limitation. For details, refer to Message Queue
Size Considerations in the ADS/ADX Commissioning Guide (LIT-1201645).
19. The installation is complete. If you are installing MVE, go to Installing MVE Software. Otherwise, go to Licensing the ADS
and ADX Software.

Licensing the ADS and ADX Software

Refer to the Software License Activator Technical Bulletin (LIT-1201654) for information and instructions on how to
properly license the ADS/ADX software.
After you license the ADS/ADX or ADX with MVE software, install Microsoft Silverlight 5 (or later). This software is
required to view Graphics+ files in the SMP UI that were created with the Graphic Generation Tool. Go to Installing
Microsoft Silverlight 5.
If this facility does not use Graphics+ files, the next step is to verify ADS/ADX installation. Go to Launching the
ADS/ADX SMP UI.

Installing Microsoft Silverlight 5

Note: Microsoft Silverlight 5 (or later) is required to view Graphics+ files within the SMP UI that were created with
the Graphic Generation Tool. If this facility does not use Graphics+ files, go to the next section Launching
the ADS/ADX SMP UI.

1. Go to the following website: http://www.microsoft.com/Silverlight.

2. Click Download Now.
3. Click Run to start the installation of Silverlight.
4. Click Install now.
5. Go to Launching the ADS/ADX SMP UI.

Launching the ADS/ADX SMP UI

You must install and use the Launcher to access the ADS/ADX SMP UI. See ADS SMP UI and ADX SMP UI for
instructions.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 410
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

If you are using the Metasys Advanced Reporting System, you must log in to the ADX SMP UI and accept the license
agreement before you access the reporting system UI. This step applies only to the first time you log in to the reporting
system after an installation or upgrade. See Launching the Metasys Advanced Reporting System UI.
If the United States Department of Defense (DoD) Banner option was selected when the ADS/ADX was installed,
the DoD Banner appears each time you launch the SMP UI. You must consent by clicking OK on the warning
message before the login screen appears.
Note: We strongly recommend that you do not browse to the SMP UI from a computer running a server-class OS.
By default, Windows Internet Explorer Enhanced Security Configuration is enabled on server-class operating
systems, and may block the Launcher download page from access to the SMP. Open the SMP UI from a
computer that is not running a server-class OS.

ADS SMP UI
To launch the ADS SMP UI, do one of the following:
• On the ADS computer, go to Start > Programs > Johnson Controls > Launcher. If you are using Windows 8.1 or
Windows 8, click the Launcher tile on the Start screen. Follow the steps in Launcher Help (LIT-12011742) for
adding the SCT computer's profile to the Launcher.
• On the ADS computer, double-click the Metasys ADS icon on the desktop.
• On another computer on the same network as the ADS computer, browse to http://<name or address>/metasys/,
where <name or address> is the computer name or IP address of the target ADS. (Alternatively, use
https://<name or address>/metasys/ if the network is using the Secure Sockets Layer [SSL] protocol.)
When you browse to the ADS computer from a client for the first time, the Windows Launcher Download screen
appears (Figure 287). Click Full Launcher Installer to retrieve the user interface files (that is, a private version
of the JRE) from the ADS computer, and then run the Launcher installation file. For details, refer to the Launcher
Installation Instructions (LIT-12011783).
Figure 287: Launcher Download Screen

Note: After you install the Launcher, use the Launcher, not the web browser, to access the ADS/ADX. If you
use the web browser, the Launcher Download screen appears again. Do not reinstall the Launcher.
After you install the Launcher to your local hard drive, the Main Screen of the Launcher appears on which you
can configure the network credentials of the ADS computer (Figure 288).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 411
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 288: Launcher Main Screen

Using the Launcher, configure the network credentials of the ADS computer to add its profile to the Launcher.
For details, refer to the Launcher Tool Help (LIT-12011742).
After you add the ADS, select it from the profile list under the SMP tab and click Launch. The SMP UI login
screen appears. Log in with the MetasysSysAgent user name and default password. (For the default password,
contact your local Johnson Controls representative.) You are forced to change the password to a valid, complex
password the first time you log in to the ADS. Starting at Release 7.0, new password rules are enforced in the
English language software for logging in to the SMP UI. Follow the password rules that appear in the Change
Password dialog. For more information on passwords, refer to the Security Administrator System Technical
Bulletin (LIT-1201528).
After verifying that the ADS login screen appears from the Launcher and ADS login is successful, return to the wizard
overview steps.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 412
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

ADX SMP UI
To launch the ADX SMP UI, do not use the same computer on which the ADX software is installed. The ADX computer
does not have a Metasys ADX menu option or a Metasys ADX icon on the desktop. Instead, use a different computer
that is networked to the ADX and browse to http://<name or address>/metasys/, where <name or address> is
the computer name or IP address of the target ADX. (Alternatively, use https://<name or address>/metasys/ if the
network is using the Secure Sockets Layer [SSL] protocol.)
When you browse to the ADX computer from a client for the first time, the Windows Launcher Download screen
appears (Figure 287). Click Full Launcher Installer to retrieve the user interface files (that is, a private version of
the JRE) from the ADX computer, and then run the Launcher installation file. For details, refer to the Launcher
Installation Instructions (LIT-12011783).
Note: After you install the Launcher, use the Launcher, not the web browser, to access the ADS/ADX. If you use
the web browser, the Launcher Download screen appears again. Do not reinstall the Launcher.
Using the Main Screen on the Launcher (Figure 288), configure the network credentials of the ADX computer to add
its profile to the Launcher. For details, refer to the Launcher Tool Help (LIT-12011742).
After you add the ADX, select it from the profile list under the SMP tab and click Launch. The SMP UI login screen
appears. Log in with the MetasysSysAgent username and default password. (For the default password, contact your
local Johnson Controls representative.) You are forced to change the password to a valid, complex password the
first time you log in to the ADX. Starting at Release 7.0, new password rules are enforced in the English language
software for logging in to the SMP UI. Follow the password rules that appear in the Change Password dialog. For
more information on passwords, refer to the Security Administrator System Technical Bulletin (LIT-1201528).

Important: During day-to-day operation (post commissioning) of the Metasys system, browsing to the ADS/ADX
from another computer using the Launcher is the preferred and recommended way to access the SMP
UI. If you choose to access the SMP UI on the ADS/ADX computer itself, it may affect the performance
and operation of both the ADS/ADX and the SMP UI, especially if the SMP UI is left open for extended
periods of time.
For information on configuring and using the ADS/ADX, refer to the ADS/ADX Commissioning Guide (LIT-1201645)
and the Metasys® SMP Help (LIT-1201793).
After verifying that the ADX login screen appears from the Launcher and that the ADX login is successful, verify the
Metasys Advanced Reporting System installation. See Launching the Metasys Advanced Reporting System UI. If
you did not install Metasys Advanced Reporting, return to the wizard overview steps.

Launching the Metasys Advanced Reporting System UI

You must log in to the ADX SMP UI and accept the license agreement before you access the Metasys Advanced
Reporting System UI. This applies only to the first time you log in to the reporting system after an install or upgrade.
See Launching the ADS/ADX SMP UI.
To launch the Metasys Advanced Reporting System UI, do one of the following:
• In the SMP UI, select Tools > Advanced Reporting.
• Browse to http://<name or address>/MetasysReports, where <name or address> is the computer name or
IP address of the target ADX. (Alternatively, use https://<name or address>/MetasysReports if the network
is using the Secure Sockets Layer [SSL] protocol.)
• Add the web address of the Metasys Advanced Reporting System to the Launcher, and use the Launcher to
start the Metasys Advanced Reporting System UI.
For more information, refer to the Metasys® Advanced Reporting System and Energy Essentials Help (LIT-12011312).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : ADS/ADX Software 413
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

MVE Software
Important: For details on installing an ADX with MVE, see Special Features. The Special Features section contains
information you should have before you follow the installation steps in this section.

Important: You must purchase and license the ADX in addition to MVE. ADX with MVE installation requires you
to install or upgrade an ADX by using the ADS/ADX media and then enable the MVE functionality by
using the MVE media.

Installing MVE Software

Note: If a previous release of MVE software is installed on your computer, go to Uninstalling MVE Software.
Table 98: MVE Installation Steps
1. Start Insert the MVE CD.
Browse to the MVE folder.
Double-click setup.exe.
2. Figure 289: Welcome Screen Click Next.

3. Figure 290: Ready to Install Screen Click Install.

The installation program verifies that you have all the
required prerequisites and displays a list of missing
required software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : MVE Software 414
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 98: MVE Installation Steps

4. Figure 291: Wizard Complete Screen Click Finish.

5. Done The installation is complete.

Go to Licensing the MVE Software.

Uninstalling MVE Software

Note: If MVE and ADX software is already installed on the computer, uninstall MVE before you uninstall ADX.
Table 99: MVE Uninstallation Steps
1. Start Do the following:
1. In Control Panel, select Add or Remove
Programs. Select Programs > Programs and
Features.
2. Select Metasys for Validated Environments.
3. Click Change/Remove or Uninstall.
2. Figure 292: Add or Remove Programs Screen Click Yes.

3. A progress screen appears while MVE is removed

from the computer.
4. Done The uninstallation is complete when the progress
screen disappears.
If you need to install a new release of MVE, go to
Installing MVE Software.

Licensing the MVE Software

Refer to the Software License Activator Technical Bulletin (LIT-1201654).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : MVE Software 415
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Go to Launching the MVE ADX UI or close this wizard window and return to the wizard overview steps.

Launching the MVE ADX UI

To launch the MVE ADX UI, start the Launcher from the computer desktop and select the ADX. Click the Launch
button. The login screen appears within a few seconds.
For information, see Launching the ADS/ADX SMP UI.

Verifying SQL Server Reporting Services Configuration

This section applies if you have SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2 SP2 software
with the Reporting Services component installed on your computer. The steps here verify SQL Server 2008 Reporting
Services is configured properly. Only SQL Server 2008 screen examples are used; those for SQL Server 2012 SP2
and SQL Server 2014 are very similar.

Important: If you experience any errors after completing Step 1 of this procedure, see Metasys Advanced Reporting
System Troubleshooting.
Table 100: SQL Server Reporting Services Verification Steps
1. If you are using Windows 2008 R2 or Windows 2008, go to the Start menu and select Programs > Microsoft SQL
Server (2008 or 2008 R2 or 2012) > Configuration Tools > Reporting Services Configuration Manager. The Instance
Selection screen appears (Figure 293).
If you are using Windows Server 2012 R2 or Windows Server 2012, go to the Start screen and click the Reporting
Services Configuration Manager tile. The Instance Selection screen appears (Figure 293).
Note: If the instance selection does not appear, you do not have Reporting Services installed. Go back and install
SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2 SP2 software with SQL Server Reporting
Services.
If you experience any errors or warnings beyond this step, close this wizard window and go to Metasys Advanced
Reporting System Troubleshooting.
2. Select the correct instance name.
Click Connect.
Figure 293: Instance Selection

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Verifying SQL Server Reporting Services 416
Configuration
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 100: SQL Server Reporting Services Verification Steps

3. In the right pane, verify that Report Service Status is Started. If not, click Start.
Figure 294: Report Server Status

4. In the left pane, click Web Service URL and verify a Virtual Directory name is listed and no Warning icon appears
on the screen (Figure 295).
Figure 295: Server Virtual Director Settings

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Verifying SQL Server Reporting Services 417
Configuration
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 100: SQL Server Reporting Services Verification Steps

5. In the right pane, locate the URLs field and click the Report Server hyperlink.
Figure 296: Report Server Web Service URL

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Verifying SQL Server Reporting Services 418
Configuration
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 100: SQL Server Reporting Services Verification Steps

6. The Internet Explorer® web browser opens and loads the Report Server window. The version shown depends on
which edition of SQL Server software you have installed. Ignore the Intranet settings user prompt that may appear
in the lower portion of the browser window.
Note: This window may take up to 30 seconds to appear.
Note: If you are prompted for a user name and password, specify the administrator user and password, then click
OK. Or, exit the Internet Explorer web browser and access this page by running the browser as Administrator.
You can also avoid the prompt by logging in to the computer with the Administrator user account.
Note: If the Report Server window does not appear or appears with an error, see Metasys Advanced Reporting
System Troubleshooting. For example, you may need to turn off IE Enhanced Security before the window
can appear.
Close the Internet Explorer Web browser window.
Figure 297: Success: http://localhost/reportserver

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Verifying SQL Server Reporting Services 419
Configuration
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 100: SQL Server Reporting Services Verification Steps

7. In the left pane, click Database. Verify that the Database and Credential fields contain values (entries may vary
depending on SQL Server version) and that no Warning icon appears on the screen (Figure 298).
Figure 298: Database Connection Settings

8. In the left pane, click Report Manager URL and verify a Virtual Directory name is shown and no Warning icon appears
on the screen (Figure 299). If you used a named instance other than MSSQLSERVER, the instance name is in either
of these formats:
Reports$instancename (upgrade)
Reports_instancename (install)
Figure 299: Manager Virtual Directory Settings

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Verifying SQL Server Reporting Services 420
Configuration
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 100: SQL Server Reporting Services Verification Steps

9. In the URLs field, click the Report Manager hyperlink.
Figure 300: Report Manager Site Identification URL

10. The Internet Explorer Web browser opens and loads the Report Manager window. This window appears slightly
different for SQL Server 2012 SP2 software. Also, ignore the Intranet settings user prompt that may appear in the
lower portion of the browser window.
Note: This window may take up to 30 seconds to appear.
Note: If you are prompted for a user name and password, specify the administrator user and password, then click
OK. Or, exit the Internet Explorer Web browser and access this page by running the browser as Administrator.
You can also avoid the prompt by logging in to the computer with the Administrator user account.
Note: If the Report Manager window does not appear or appears with an error, see Metasys Advanced Reporting
System Troubleshooting. For example, you may need to turn off IE Enhanced Security before the window
can appear.
Close the Internet Explorer Web browser window.
Figure 301: Report Manager - Success: http://localhost/reports

11. Report Services is running correctly and properly configured.

Close this wizard window and return to the wizard overview steps. You do not need to perform SQL Server 2008
adjustments for the Metasys Advanced Reporting System.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Verifying SQL Server Reporting Services 421
Configuration
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Appendix: Installing Antivirus Software

Follow the steps in this appendix for installing antivirus software on computers that run ADS/ADX or SCT software.
We recommend one of the following antivirus software programs:
• Symantec® Endpoint Protection software Corporate Edition version 11.0 or later
• McAfee® VirusScan® Enterprise version 8.8 with Patch 3 or Patch 5 (Patch 4 is not compatible).

Installing and Configuring Symantec® Endpoint Protection Software

Symantec® Endpoint Protection (SEP) software at version 12.0 is permitted on computers that run ADS/ADX or
SCT software. You may install Symantec Endpoint Protection software on a Metasys system in a unified, split, or
virtual machine configuration.
You can use any release of SEP version 12.0 on your Windows 7, Windows Server 2008 R2, or Windows Server
2008 computer. For Windows 8.1, Windows 8, Windows Server 2012 R2, or Windows Server 2012, use SEP version
12.1.2 or 12.1 RU2 only. However, within the SEP software configuration, sSelect only the anti-virus and anti-spyware
features. The other two features, Proactive Threat Protection and Network Threat Protection, can interfere with
communication between Metasys software and supervisory devices. Follow the steps in this section to properly
install and configure this software.
Table 101: Symantec Endpoint Protection Installation
1. Start If you have already installed Symantec Endpoint
Protection, go to Step 16. If you have not yet installed
Symantec Endpoint Protection software, start the
Symantec Endpoint Protection software installation. The
Symantec Endpoint Protection welcome screen appears.
2. Figure 302: Welcome Screen Select Install Symantec Endpoint Protection.

3. Figure 303: Install an Unmanaged Client Select Install an unmanaged client.

A Question box appears regarding installation as an
unmanaged client. Click Yes to continue.
Figure 304: Question About Installing an Unmanaged
Client

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Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

4. Figure 305: Installation Wizard Welcome Screen Click Next.

5. Figure 306: License Agreement Screen Review and accept the license agreement.
Click Next.

6. Figure 307: Client Type Screen Select Unmanaged client and click Next.
Note: Do not select Managed client. If your network is
managed by a Symantec server, selecting the
Managed Client option changes the custom
settings and could prevent the Metasys user
interface from working correctly.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 423
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

7. Figure 308: Setup Type Screen Select Custom and click Next.

8. Figure 309: Custom Setup Screen Disable the installation of these options: Advanced
Download Protection, Outlook Scanner, Notes Scanner,
POP3/SMTP Scanner, Proactive Threat Protection, and
Network Threat Protection. To disable, click the down
arrow and select Entire feature will be unavailable.
Click Next.
Figure 310: Disabling Features

9. Figure 311: Protection Options Screen Select all three protection options and click Next.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 424
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

10. Figure 312: File Reputation Data Submission Screen Do not select the File Reputation Data Submission check
box. Click Next.

11. Figure 313: Data Collection Screen Do not select the check box under Data Collection --
Installation Options. Click Install.

12. Figure 314: Wizard Completed Screen Click Finish.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 425
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

13. Figure 315: LiveUpdate Status Screen After the installation completes, the LiveUpdate process
starts. The update process may take several minutes to
complete. Do not stop the process.
When the Live Update session is complete message
appears in the status window, click Close.

14. Restart the computer.

15. Figure 316: Symantec Intrusion Prevention Pop-up Open the Internet Explorer web browser. A Symantec
Message Intrusion Prevention message appears.
Click Don't enable.
Go to Step 27.

16. Figure 317: Symantec Endpoint Protection Icon Double-click the Symantec Endpoint Protection icon in
the Windows task bar. The Status screen appears.

17. Figure 318: Proactive Threat Protection and Network Verify that the Proactive Threat Protection and Network
Threat Protection Not Installed Threat Protection features are not installed. If they do not
appear on the Status screen, they are not installed. Go
to Step 27.

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Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

18. Figure 319: Proactive Threat Protection and Network If the Proactive Threat Protection and Network Threat
Threat Protection Incorrectly Installed Protection features are installed, they appear on the
Status screen. You must remove them from your
computer. Go to Step 19.

19. In Control Panel, select Programs > Programs and

Features. Click Symantec Endpoint Protection in the
list of installed programs.
20. Figure 320: Change Program Click Change to start the InstallShield Wizard for
Symantec Endpoint Protection.

21. Figure 321: Program Maintenance When you reach the Program Maintenance screen, select
Modify. Click Next. The Custom Setup screen appears.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 427
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

22. Figure 322: Custom Setup Click the feature icon and select Entire feature will be
unavailable for both Proactive Threat Protection and
Network Threat Protection. An X appears in front of those
features.

23. Click Next. Complete the steps in the installation wizard.

24. Restart the computer.
25. Figure 323: Proactive Threat Protection and Network When the computer restarts, log in and open the
Threat Protection Not Installed Symantec Endpoint Protection Status screen to verify that
the Proactive Threat Protection and Network Threat
Protection features do not appear.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 428
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 101: Symantec Endpoint Protection Installation

26. Figure 324: Symantec Intrusion Prevention Pop-up Open the Internet Explorer web browser. A Symantec
Message Intrusion Prevention message appears. Click Don't
enable.

27. Done. If you have not yet configured the Windows firewall, go
to the appropriate section:
Configuring the Windows Firewall for Windows 8.1 and
Windows 8
Configuring the Windows Firewall for Windows 7
Configuring the Windows Firewall for Windows Server
2012 and Windows Server 2012 R2
Configuring the Windows Firewall for Windows Server
2008 R2
Configuring the Windows Firewall for Windows Server
2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 429
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installing and Configuring McAfee VirusScan Enterprise Software

McAfee® VirusScan® Enterprise version 8.8 with Patch 3 or Patch 5 is permitted on computers that run ADS/ADX
or SCT software. You may install McAfee anti-virus software on a Metasys system in a unified, split, or virtual machine
configuration.

Important: Use only McAfee VirusScan Enterprise software version 8.8 with Patch 3 or Patch 5 on your Windows
8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server 2012, Windows Server 2008
R2, or Windows Server 2008 computer. McAfee VirusScan Enterprise software version with Patch 4
causes Metasys software operational issues.
We recommend installing McAfee VirusScan Enterprise software using the steps in Table 102. If you deviate from
these steps, Metasys software may not work correctly. If you must enable higher security settings from what is
recommended, gradually add changes and check for system reliability as you do so.
Table 102: McAfee Virus Scan Enterprise Installation
1. Start Start the McAfee Virus Scan Enterprise software
installation. The McAfee VirusScan Enterprise Setup
screen appears.
2. Figure 325: McAfee VirusScan Setup Click Next.

3. Figure 326: McAfee End User License Agreement Accept the licensing agreement and click OK.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 430
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 102: McAfee Virus Scan Enterprise Installation
4. Figure 327: Select Setup Type Select Typical.
Click Next.

5. Figure 328: Select Access Protection Level Select Standard Protection.

Click Next.

6. Figure 329: Ready to Install Click Install to begin McAfee VirusScan Enterprise
installation.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 431
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 102: McAfee Virus Scan Enterprise Installation
7. Figure 330: McAfee VirusScan Enterprise Setup Complete When setup is done, the completed successfully screen
appears.
Select Run On-Demand Scan. We recommend that you
take the time now to run a full scan to ensure the
computer is prepared for Metasys software. This process
can take from 30 to 60 minutes to complete.
Click Next.

8. Figure 331: McAfee Agent Updater The McAfee Agent Updater runs. Wait until the updater
finishes. Click Finish on the McAfee setup complete
window (Figure 330).

9. Figure 332: Access Protection Properties Right-click the McAfee icon in the task bar and click
VirusScan Console. The VirusScan Console appears.
Click Task > Properties. The Access Protection
Properties window appears (Figure 332).
Under Categories, select Anti-virus Standard Protection.
In the protection rules table, remove the Block and Report
check marks for Prevent Mass Mailing Worms From
Sending Mail. Leave all other category settings at their
defaults.
Click OK.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 432
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 102: McAfee Virus Scan Enterprise Installation
10. Figure 333: System Utilization On the VirusScan Console, right-click Full Scan and
select Properties. The On-Demand Scan Properties-Full
Scan window appears.
Click the Performance tab. Under System utilization, slide
the bar pointer to the Low setting (Figure 333).
Click Schedule, and with the assistance of your local IT
staff, define a daily scan schedule. Do not scan at
midnight because the Metasys system performs a daily
archive at that time. Click OK to save the schedule. Click
OK on the On-Demand Scan Properties-Full Scan
window.

Figure 334: Adding SQL Server as a Low-Risk Process On the VirusScan Console, click Task > On-Access
Scanner Properties. The On-Access Scanner Properties
window appears.
Click the All Processes icon, then select Configure
different scanning policies for high-risk, low-risk, and
default processes. The left pane refreshes to show
additional icons.
Click Low-Risk Processes. Click Add and add
Sqlservr.exe and Sqlwriter.exe to the list of low-risk
processes. (If the files do not appear in the list box, click
Browse and locate them under the Microsoft SQL Server
folder.) Click OK to save the changes.
Close the VirusScan Console.

12. Done. If you have not yet configured the Windows firewall, go
to the appropriate section:
Configuring the Windows Firewall for Windows 8.1 and
Windows 8
Configuring the Windows Firewall for Windows 7
Configuring the Windows Firewall for Windows Server
2012 and Windows Server 2012 R2
Configuring the Windows Firewall for Windows Server
2008 R2
Configuring the Windows Firewall for Windows Server
2008

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Installing Antivirus Software 433
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Appendix: Upgrading from a Unified ADS/ADX to a Split ADX

The split configuration of the ADX involves installing software on three separate computers:
• Database server: requires SQL Server software for storing Metasys system historical data. You must select
from only the full editions of SQL Server software; no Express editions are permitted. You can use the database
server as a historical data repository for only one Web/application server computer.
• Web/application server: requires SQL Server software (Reporting Services component only), IIS, and Metasys
ADX software. You must select from only the full editions of SQL Server software; no Express editions are
permitted. Users browse to this computer from the Launcher to view the Metasys Site Management Portal (SMP)
UI.
• SCT computer: requires SQL Server software to maintain Metasys databases. You may select from any supported
SQL Server software edition, including the Express editions.
If you are upgrading from a unified Application and Data Server (ADS)/ADX to a split ADX configuration, the SCT
cannot reside on a computer that becomes either the Web/application server computer or the database server
computer after the upgrade.
See Figure 335 for an overview of the split upgrade steps. Also, we recommend that you print out this section to
serve as a handy reference.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 434
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Figure 335: Split Upgrade Overview Configurations

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 435
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrade Overview for a Unified ADS/ADX to Split ADX: Original ADS/ADX

Computer Is Not Used in the Split Configuration
Figure 336 summarizes the upgrade for this section. In this scenario, the System Configuration Tool (SCT) can
reside on the original ADS/ADX computer because that computer is not part of the final split configuration.
Audits and events that were generated by the original ADS/ADX still designate the original ADS/ADX as their origin
in the Audit and Event Viewer after the upgrade. Trends that were collected on the original ADS/ADX still can be
viewed through Trend Studies after the upgrade.
The ADS/ADX archive database and security backup database reside on the computer where the SCT is installed
before and after the upgrade to the split configuration.
Figure 336: Upgrade from a Unified ADS/ADX to a Split ADX on Two New Computers

To upgrade a unified ADS/ADX to a split ADX when the original ADS/ADX computer is not used in the split
configuration:
1. Follow the process for upgrading a unified ADS/ADX with the SCT on the same computer or for upgrading a
unified ADS/ADX with the SCT on a different computer to upgrade the original ADX and SCT. This procedure
includes upgrading the SCT and all NAE/NIEs on the site if the ADS/ADX is the Site Director.
2. Verify that the upgrade was successful for the entire site. This is optional but recommended. This ensures that
the upgrade and data migration process for the split configuration begins in a known working state.
3. Upload the ADS/ADX archive database to the SCT. Refer to the Database Uploading, Downloading, and
Synchronization section of the Metasys® SCT Help (LIT-12011964) for information on uploading.
4. Use SCT to back up all archive databases you uploaded in Step 3 using Tools > Databases > Create Backup.
Beginning with Release 6.0, the Security System database is backed up when the archive database is backed
up. Refer to Backing Up Archive and Security System Databases in the Metasys® SCT Help (LIT-12011964)
for more information.
The default location for these backup files is C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles.
5. Make a copy of each backup file and store it in a safe location.
Note: The copy is intended as a second backup in case the original backup file is deleted or destroyed. Do
not rename the backup file because the file does not restore properly using a different name (it is case
sensitive).
6. Access the Control Panel of the ADS/ADX computer. If you are using Windows Server 2008, select System
and Maintenance > Administrative Tools > Services. If you are using Windows 8.1, Windows 8, Windows 7,

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 436
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Windows Server 2012 R2, Windows Server 2012, or Windows Server 2008 R2, select System and Security >
Administrative Tools > Services.
7. In the Services window, right-click Metasys III Device Manager and select Stop. This action prevents the service
from collecting any new audits, alarms, trends, and annotations while you perform the upgrade.
8. Close the Services window.
9. In the Administrator Tools window, double-click Event Viewer. Locate and select the Application folder. Service
Stopped messages in the Application folder for the MIIIDM source indicate that the Metasys III Device Manager
stopped.
Note: If the Metasys III Device Manager is not stopped, in the Administrative Tools > Services window, right-click
Metasys III Device Manager and select Properties. Set startup type to Manual and restart the computer.
The Device Manager does not start up. After the upgrade, be sure to set the Metasys III Device Manager
back to Automatic startup.
10. Start the Metasys Database Manager and perform a complete backup of the audit (JCIAuditTrails), alarm
(JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical
databases of the ADS/ADX. Select Run as Administrator when starting the Metasys Database Manager. If do
not have this software, refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
11. Make a copy of the Microsoft SQL Server database backups and store them in a safe location.
12. See Installing and Upgrading the ADS and ADX Software for how to install a new ADX in a split configuration.
Do not restart the Web/application server computer after the installation finishes. If you restart the computer
immediately, the ADX begins collecting audits, events, trends, and annotations before the databases are restored.
13. Access the Control Panel of the Web/application server computer. If you are using Windows Server 2008 R2,
select System and Security > Administrative Tools > Services. If you are using Windows Server 2008, select
System and Maintenance > Administrative Tools > Services.
14. In the Services window, right-click Metasys III Device Manager and select Properties.
15. On the General tab, in the Startup type drop-down selection box, select Manual.
16. Click OK and close all windows.
17. Restart the Web server computer.
18. Copy the Microsoft SQL Server database backups you created in Step 11 to the database server computer you
set up in Step 13.
19. Start the Metasys Database Manager and restore the audit (JCIAuditTrails), alarm (JCIEvents), trend
(JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical databases to
the database server computer. Select Run as Administrator when starting the Metasys Database Manager. If
do not have this software, refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
20. Access the Control Panel of the Web/application server computer. If you are using Windows Server 2012 R2,
Windows Server 2012, or Windows Server 2008 R2, select System and Security > Administrative Tools >
Services. If you are using Windows Server 2008, select System and Maintenance > Administrative Tools >
Services.
21. In the Services window, right-click Metasys III Device Manager and select Properties.
22. On the General tab, in the Startup type drop-down selection box, select Automatic.
23. Click OK and close all windows.
24. Restart the Web/application server computer.
25. In the SCT, update the name of the ADX in the archive database to match the name of the Web/application
server computer. The ADX name is case sensitive and must be entered exactly as it appears in the
Web/application server computer.
26. In the SCT, update the IP address of the ADX object to match the IP of the Web/application server computer.
You may also change the Name attribute of the ADX object to match the Web/application server computer
name.
27. Download the ADX archive database to the Web/application server computer. Beginning with Release 6.0, the
Security System database is backed up when the archive database is backed up. Refer to the Database

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 437
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Uploading, Downloading, and Synchronization section of the Metasys® SCT Help (LIT-12011964) for information
on downloading.
28. Verify that the new ADX split configuration is operational.
29. On the original ADS/ADX computer, uninstall the existing ADS/ADX software using Control Panel > Programs
> Programs and Features > Uninstall a Program.
Note: During the uninstallation process, several Question dialog boxes appear. One asks if you want to delete
the Trend, Event, Audit, and MetasysReporting databases (Figure 337). Click Yes.
Figure 337: Trend, Event, Audit, Annotation, and Metasys Reporting - Click Yes

Note: Another box asks if you want to delete the license keys (Figure 338). Click Yes. You need to relicense
the ADX after you install it.
Figure 338: Licenses - Click Yes

30. Restart the original ADS/ADX computer.

31. (Optional) Install the Metasys Database Manager utility on the database server computer. Refer to the Metasys
Database Manager Installation Instructions (LIT-12011553).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 438
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer
Contains the SCT
Figure 339 summarizes the upgrade for this section. In this scenario, an ADX is upgraded to a split ADX, and the
SCT moves from the original ADX computer because that computer will contain either the Web/application server
or the database server after the upgrade.
The ADX archive database and security database reside on the computer where the SCT is installed. After the
upgrade, the SCT cannot be running on either the Web/application server computer or the database server computer.
If the SCT resides on the original ADX, it must be moved to a computer separate from the split ADX computers.
Figure 339: Upgrade from a Unified ADX to a Split ADX - The SCT Is Moved from the Original ADX Computer

To upgrade a unified ADX to a split ADX when the original ADX computer contains the SCT:
1. Follow the process to upgrade a unified ADS/ADX with the SCT on the same computer to upgrade the original
ADX and SCT. This procedure includes upgrading the SCT, all NAEs, and all NIEs on the site if the ADX is the
Site Director.
2. Verify that the upgrade was successful for the entire site. Verification is optional but recommended. The verification
ensures that the upgrade and data migration process for the split configuration begins in a known working state.
3. Start the Metasys Database Manager and perform a complete backup of the audit (JCIAuditTrails), alarm
(JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical
databases of the ADX. Select Run as Administrator when starting the Metasys Database Manager. If do not
have this software, refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
4. Install the new SCT software on a computer that is not one of the ADX split configuration computers. See
Installing the SCT Software.
5. Access the Control Panel of the new SCT computer. If you are using Windows Server 2008, select System and
Maintenance > Administrative Tools > Services. If you are using Windows 8.1, Windows 8, Windows 7, Windows
Server 2012 R2, Windows Server 2012, or Windows Server 2008 R2, select System and Security > Administrative
Tools > Services.
6. In the Services window, right-click Metasys III Action Queue and select Stop.
7. Right-click IIS Admin Service and select Stop.
8. Right-click SQL Server Agent (instancename) and select Stop. The instance name in parentheses is the SQL
Server instance name you selected during SQL Server software installation.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 439
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
9. Right-click SQL Server Agent (instancename) and select Start. The instance name in parentheses is the SQL
Server instance name you selected during SQL Server software installation. Stopping and re-starting SQL
Server Agent releases any locks the SCT has on the MetasysIII database before you restore the backup.
10. Click OK and close all windows.
11. Copy the MetasysIII database backup you created in Step 3 to the new SCT computer you set up in Step 4.
12. If the SCT computer is running any Express edition of SQL Server software, install SQL Server Management
Studio Express for the correct version by installing it from the ADS/ADX media or SCT media.
13. Start the Metasys Database Manager on the new SCT computer and restore the audit (JCIAuditTrails), alarm
(JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical
databases to the new SCT computer. Select Run as Administrator when starting the Metasys Database Manager.
If do not have this software, refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
14. On the original ADX computer, upload the ADS/ADX archive database to the SCT. Refer to the Database
Uploading, Downloading, and Synchronization section of the Metasys® SCT Help (LIT-12011964) for information
on uploading.
15. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT. Refer to Security Database Backup and Restore of Metasys® SCT Help
(LIT-12011964) for the current release.
16. On the original ADX computer, back up all archive databases in the SCT using Tools > Databases > Create
Backup. Refer to Backing Up an Archive Database in the Metasys® SCT Help (LIT-12011964) for more
information. If you are using Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2 or
Windows Server 2008, the default location is C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles (C:\
represents the drive where the operating system is installed).
17. Copy all backup files created in Step 16 from the original ADX computer to the new SCT computer. Copy files
to the same file location and make sure the files have the exact name, including the correct case.
18. Access the Control Panel of the new SCT computer. If you are using Windows Server 2008, select System and
Maintenance > Administrative Tools > Services. If you are using Windows 8.1, Windows 8, Windows 7, Windows
Server 2012 R2, Windows Server 2012, or Windows Server 2008 R2, select System and Security > Administrative
Tools > Services.
19. In the Services window, right-click IIS Admin Service and select Start.
20. Click OK and close all windows.
21. Restart the new SCT computer.
22. To verify that your archive databases are not corrupt, restore the archived databases and make sure they work
correctly.
23. Uninstall the SCT from the original ADX computer.
24. If the original ADX is going to become the Web/application server computer in the split configuration, go to Step
7 in Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer Becomes the Web/Application
Server Computer.
If the original ADX is going to become the database server computer in the split configuration, go to Step 7 in
Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer Becomes the Database Server
Computer.
25. (Optional) Install the Metasys Database Manager utility on the database server computer. Refer to the Metasys
Database Manager Installation Instructions (LIT-12011553).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 440
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer
Becomes the Database Server Computer
Figure 340 summarizes the upgrade for this section. In this scenario, the SCT resides on a separate computer before
and after the upgrade.
Audits and events that were generated by the original ADS/ADX still designate the original ADS/ADX as their origin
in the Audit and Event Viewer after the upgrade. Trends that were collected on the original ADS/ADX still can be
viewed through Trend Studies after the upgrade.
The ADX archive database and security database reside on the computer where the SCT is installed. After the
upgrade, the SCT cannot be running on either the Web/application server computer or database server computer.
Figure 340: Upgrade from a Unified ADX to a Split ADX - The Original Computer Becomes the Database
Server Computer

To upgrade a unified ADX to a split ADX when the original ADX computer becomes the database server computer:
1. Follow the process for upgrading a unified ADS/ADX with the SCT on a different computer to upgrade the original
ADX and SCT. This procedure includes upgrading the SCT and all Network Automation Engine (NAE)/Network
Integration Engine (NIE)s on the site if the ADX is the Site Director.
2. Verify that the upgrade was successful for the entire site. This is optional but recommended. This ensures that
the upgrade and data migration process for the split configuration begins in a known working state.
3. Upload the ADX archive database to the SCT. Refer to the Database Uploading, Downloading, and
Synchronization section of the Metasys® SCT Help (LIT-12011964) for information on uploading.
4. For Release 5.2 and older devices, back up the Security System database of the Site Director and each
supervisory device using the SCT. Refer to Security Database Backup and Restore of Metasys® SCT Help
(LIT-12011964) for the current release.
5. Back up all archive databases from Step 3 in the SCT using Tools > Databases > Create Backup. Refer to
Backing Up an Archive Database in the Metasys® SCT Help (LIT-12011964) for more information. The default
location is C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles.
6. Make a copy of each backup file and store it in a safe location.
Note: The copy is intended as a second backup in case the original backup file is deleted or destroyed. Do
not rename the backup file because the file does not restore properly using a different name (it is case
sensitive).
7. Access the Control Panel of the ADX computer. If you are using Windows Server 2012 R2, Windows Server
2012, or Windows Server 2008 R2, select System and Security > Administrative Tools > Services. If you are
using Windows Server 2008, select System and Maintenance > Administrative Tools > Services.
8. In the Services window, right-click Metasys III Device Manager and select Stop. This action prevents the service
from collecting any new audits, alarms, trends, and annotations while you perform the upgrade.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 441
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
9. Click OK and close the Services window.
10. In the Administrator Tools window, double-click Event Viewer. Locate and select the Application folder. Service
Stopped messages in the Application folder for the MIIIDM source indicate that the Metasys III Device Manager
stopped.
Note: If the Metasys III Device Manager is not stopped, in the Administrative Tools > Services window, right-click
Metasys III Device Manager and select Properties. Set startup type to Manual and restart the computer.
The Device Manager does not start up. After the upgrade, be sure to set the Metasys III Device Manager
back to Automatic startup.
11. Start the Metasys Database Manager and perform a complete backup of the audit (JCIAuditTrails), alarm
(JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical
databases of the ADX. Select Run as Administrator when starting the Metasys Database Manager. If do not
have this software, refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
12. Make a copy of the Microsoft SQL Server database backups and store them in a safe location.
13. On the original ADX computer, uninstall the existing ADX software. If you are using Windows Server 2008 R2
or Windows Server 2008, select Start > Control Panel > Programs > Programs and Features > Uninstall a
Program. If you are using Windows Server 2012 R2 or Windows Server 2012, open Control Panel and select
Programs > Programs and Features > Uninstall a Program.
Note: During the uninstallation process, several Question dialog boxes appear. One asks if you want to delete
the Trend, Event, Audit, and MetasysReporting databases (Figure 341). Click No. This computer is going
to be the database server computer, so the historical databases should remain on the computer.
Figure 341: Trend, Event, Audit, Annotation, and MetasysReporting - Click No

Another box asks if you want to delete the license keys (Figure 342). Click Yes. This computer does not
contain the ADX application, so it does not require ADX licensing.
Figure 342: Licenses - Click Yes

14. On the original ADX computer, uninstall the existing IIS software using Start > Settings > Control Panel >
Add/Remove Programs > Add/Remove Windows Components. If the ADX computer is using Windows Server
2008 R2 or Windows Server 2008, select Start > Control Panel > Programs > Programs and Features > Turn

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 442
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Windows Features on and off. If you are using Windows Server 2012 R2 or Windows Server 2012, open Control
Panel and select Programs > Programs and Features > Turn Windows Features on and off.
15. Restart the computer.
16. See Installing and Upgrading the ADS and ADX Software to install a new ADX in a split configuration. The
original ADX computer becomes the database server computer in the split configuration. A new computer
becomes the Web/application server computer.
17. In the SCT, update the name of the ADX in the archive database to match the name of the Web/application
server computer. The ADX name is case sensitive and must be entered exactly as it appears in the
Web/application server computer.
18. In the SCT, update the IP Address of the ADX object to match the IP of the Web/application server computer.
You may also change the Name attribute of the ADX object to match the Web/application server computer
name.
19. Download the ADX archive database to the Web/application server computer. Beginning at Release 6.0,
downloading the archive database also downloads the Security System database. Refer to the Database
Uploading, Downloading, and Synchronization section of the Metasys® SCT Help (LIT-12011964) for information
on downloading.
20. (Optional) Install the Metasys Database Manager utility on the database server computer. Refer to the Metasys
Database Manager Installation Instructions (LIT-12011553).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 443
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Upgrade Overview for a Unified ADX to Split ADX: Original ADX Computer
Becomes the Web/Application Server Computer
Figure 343 summarizes the upgrade for this section. In this scenario, the SCT resides on a separate computer before
and after the upgrade.
The ADX archive database and security database reside on the computer where the SCT is installed. After the
upgrade, the SCT cannot be running on either the Web/application server computer or the database server computer.
Figure 343: Upgrade from a Unified ADX to a Split ADX - The Original Computer Becomes the Web/Application
Server Computer

To upgrade a unified ADX to a split ADX when the original ADX computer becomes the Web/application server
computer:
1. Follow the process for upgrading a unified ADS/ADX with the SCT on a different computer to upgrade the original
ADX and SCT. This procedure includes upgrading the SCT and all NAE/NIEs on the site if the ADX is the Site
Director.
2. Verify that the upgrade was successful for the entire site. This is optional but recommended. This ensures that
the upgrade and data migration process for the split configuration begins in a known working state.
3. Upload the ADX archive database to the SCT. Refer to the Database Uploading, Downloading, and
Synchronization section of the Metasys® SCT Help (LIT-12011964) for information on uploading.
4. Back up all archive databases from Step 3 in the SCT using Tools > Databases > Create Backup. At Release
6.0, backing up the archive database also backs up the Security System database. Refer to Backing Up an
Archive Database in the Metasys® SCT Help (LIT-12011964) for more information. The default location for
these files is C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles.
5. Download the ADX archive database to the Web/application server computer. At Release 6.0, downloading the
archive database also downloads the Security System database. Refer to the Database Uploading, Downloading,
and Synchronization section of the Metasys® SCT Help (LIT-12011964) for information on downloading.
6. Make a copy of each backup file and store it in a safe location.
Note: The copy is intended as a second backup in case the original backup file is deleted or destroyed. Do
not rename the backup file because the file does not restore properly using a different name (it is case
sensitive).
7. Access the Control Panel of the ADX computer. If you are using Windows Server 2008 R2, select System and
Security > Administrative Tools > Services. If you are using Windows Server 2008, select System and
Maintenance > Administrative Tools > Services.
8. In the Services window, right-click Metasys III Device Manager and select Stop. This action prevents the service
from collecting any new audits, alarms, trends, and annotations while you perform the upgrade.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 444
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
9. Click OK and close the Services window.
10. In the Administrator Tools window, double-click Event Viewer. Locate and select the Application folder. Service
Stopped messages in the Application folder for the MIIIDM source indicate that the Metasys III Device Manager
stopped.
Note: If the Metasys III Device Manager is not stopped, in the Administrative Tools > Services window, right-click
Metasys III Device Manager and select Properties. Set the startup type to Manual and restart the computer.
The Device Manager does not start up. After the upgrade, be sure to set the Metasys III Device Manager
back to Automatic startup.
11. Start the Metasys Database Manager and perform a complete backup of the audit (JCIAuditTrails), alarm
(JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical
databases of the ADX. If you are using Windows Server 2008 R2 or Windows Server 2008, select Run as
Administrator when starting the Metasys Database Manager. If you do not have this software, refer to the
Metasys Database Manager Installation Instructions (LIT-12011553).
12. Make a copy of the Microsoft SQL Server database backups and store them in a safe location.
13. On the original ADX computer, uninstall the existing ADX software. If you are using Windows Server 2008 R2
or Windows Server 2008, select Start > Control Panel > Programs > Programs and Features > Uninstall a
Program. If you are using Windows Server 2012, open Control Panel and select Programs > Programs and
Features > Uninstall a Program.
Note: During the uninstallation process, several Question dialog boxes appear. One asks if you want to delete
the Trend, Event, Audit, and MetasysReporting databases (Figure 344). Click Yes.
Figure 344: Trend, Event, Audit, Annotation, and MetasysReporting - Click Yes

Another box asks if you want to delete the license keys (Figure 345). Click No. If you delete the license
keys, you must relicense the ADS/ADX. This computer becomes the Web/application server computer
and has the ADX software installed on it.
Figure 345: Licenses - Click No

14. See Installing and Upgrading the ADS and ADX Software to install a new ADX in a split configuration. Do not
restart the Web/application server computer after the install completes. If you restart the computer
immediately, the ADX begins collecting audits, events, trends, and annotations before the databases are restored.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 445
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
15. Access the Control Panel of the Web/application server computer. If you are using Windows Server 2008, select
System and Maintenance > Administrative Tools > Services. If you are using Windows 8.1, Windows 8, Windows
7, Windows Server 2012 R2, Windows Server 2012, or Windows Server 2008 R2 OS, select System and Security
> Administrative Tools > Services.
16. In the Services window, right-click Metasys III Device Manager and select Properties.
17. On the General tab, in the Startup type drop-down selection box, select Manual.
18. Click OK and close all windows.
19. Restart the Web/application server computer.
20. Copy the Microsoft SQL Server database backups you created in Step 11 to the database server computer you
set up in Step 14.
21. Start the Metasys Database Manager on the new SCT computer and restore the audit (JCIAuditTrails), alarm
(JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting (MetasysReporting) historical
databases to the database server computer. If you are using Windows Server 2008, select Run as Administrator
when starting the Metasys Database Manager. If do not have this software, refer to the Metasys Database
Manager Installation Instructions (LIT-12011553).
22. In the Services window, right-click Metasys III Device Manager and select Properties.
23. On the General tab, in the Startup type drop-down selection box, select Automatic.
24. Click OK and close all windows.
25. Restart the Web/application server computer.
26. Download the ADX archive database to the Web/application server computer. Beginning at Release 6.0,
downloading the archive database also downloads the Security System database. Refer to the Database
Uploading, Downloading, and Synchronization section of the Metasys® SCT Help (LIT-12011964) for information
on downloading.
27. (Optional) Install the Metasys Database Manager utility on the database server computer. Refer to the Metasys
Database Manager Installation Instructions (LIT-12011553).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from a Unified ADS/ADX 446
to a Split ADX
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Appendix: Upgrading from an ADS to an ADX

If the SCT is not on the computer you are upgrading, upload the upgraded ADS archive database and back up the
archive database to the SCT computer. Backing up the archive database includes the security database. After you
install the new OS, download the ADS archive database to the newly created ADX, which also restores the security
database.
If the SCT resides on the computer you are upgrading, back up and copy the entire site archive database (which
includes the security database) to CD, DVD, or another medium that is independent of the ADS/ADX computer.
Once the new OS is in place, reinstall the SCT software and restore the databases.
You do not need to upgrade the SQL Server software as part of these steps unless it is a required prerequisite to
install the new release.
To upgrade from an ADS to an ADX:
1. Back up the current Metasys historical databases with SCT to ensure you can restore these databases later.
2. Uninstall the current versions of SCT and ADS software. See Uninstalling the SCT Software and Uninstalling
the ADS/ADX Software.
3. Install the new release of SCT and ADX software. See Installing the SCT Software and Installing and Upgrading
the ADS and ADX Software.
4. Upload the ADS archive database to the SCT.
Refer to the Database Uploading, Downloading, and Synchronization section of the Metasys® SCT Help
(LIT-12011964) for information on uploading.
5. In the SCT, on the Tools menu, select Databases > Create Backup. Both the archive database and security
database are backed up.
If the SCT resides on the computer you are upgrading, back up the entire site archive database.
Refer to Backing Up an Archive Database in the Metasys® SCT Help (LIT-12011964) for more information. The
default location of these files is C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles.
6. Make a copy of each backup file and store it on CD, DVD, or other media if the SCT resides on the computer
you are upgrading.
Note: Do not rename the backup file because the file does not restore properly using a different name. The
file name is case sensitive.
7. In Control Panel of the ADS computer, select Administrative Tools > Services.
8. In the Services window, right-click Metasys III Device Manager and select Stop. This action prevents the collection
of any new audits, alarms, and trends while you upgrade.
9. Close the window.
10. In Control Panel, click Administrative Tools > Event Viewer. Service Stopped messages in the Application
folder for the MIIIDM source indicate that the Metasys III Device Manager stopped.
Note: If the Metasys III Device Manager is not stopped, in the Administrative Tools > Services window, right-click
Metasys III Device Manager and select Properties. Set startup type to Manual and restart the computer.
The Device Manager does not start up. After the upgrade, be sure to set the Metasys III Device Manager
back to Automatic startup.
11. Start the Metasys Database Manager and perform a complete backup of the audit (JCIAuditTrails), alarm
JCIEvents), trend (JCIHistorianDB), annotation JCIItemAnnotation), and reporting (MetasysReporting) historical
databases of the ADS/ADX. If you are using Windows 7 OS, Windows Server 2008 R2 OS, or Windows Server
2008 OS, select Run as Administrator when starting the Metasys Database Manager. If do not have this software,
refer to the Metasys Database Manager Installation Instructions (LIT-12011553).
12. Make copies of the Microsoft SQL Server database backups and store them on CD, DVD, or other media
independent of the computer you are upgrading.
13. Copy any other information off the computer that you would like to keep. At this point, you should have all
pertinent configuration data for the ADS on the media.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from an ADS to an ADX 447
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
14. Install the new server-class OS. You must install a fresh copy of the entire OS on a newly formatted hard disk,
plus any upgrades, instead of applying only an OS upgrade.
15. Install the required prerequisites and Metasys software, including the SCT, if it resides on the computer. If the
SCT does not reside on the ADX computer, upgrade it according to the appropriate section of this wizard (based
on the type of ADX you are installing).
Note: If you are installing Metasys Advanced Reporting System, install the ADX without the Metasys Advanced
Reporting function at this time.
Note: Do not restart the computer after the ADX installation finishes. If you restart the computer, the ADX
begins to collect audits, events, and trends before the saved databases are restored.
16. From the Control Panel of the ADX computer, select Administrative Tools > Services.
17. In the Services window, right-click Metasys III Device Manager and select Stop.
18. Click OK and close all windows.
19. In the Control Panel, click Administrative Tools > Event Viewer. Service Stopped messages in the Application
folder for the MIIIDM source indicate that the Metasys III Device Manager stopped.
Note: If the Metasys III Device Manager is not stopped, in the Administrative Tools > Services window, right-click
Metasys III Device Manager and select Properties. Set startup type to Manual and restart the computer.
The Device Manager does not start up. After the upgrade, be sure to set the Metasys III Device Manager
back to Automatic startup.
20. Copy the SQL Server database backups from Step 11 to the ADX computer.
21. Start the Metasys Database Manager using the Run as Administrator method and restore the audit
(JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB), annotation (JCIItemAnnotation), and reporting
(MetasysReporting) historical databases to the database server computer. If do not have this software, refer to
the Metasys Database Manager Installation Instructions (LIT-12011553).
22. Restart the ADX.
23. If you are installing the Metasys Advanced Reporting System, uninstall the ADX using Add/Remove Programs
or Uninstall a Program.
24. If you are installing the Metasys Advanced Reporting System, reinstall the ADX with the reporting system.
25. If the SCT is on the same computer as the ADX, copy the archive database backup files created in Step 5 from
the CD, DVD, or other media to the ADX computer.
26. Download the ADX archive database to the ADX. The Security System database is included in the download.
Refer to the Database Uploading, Downloading, and Synchronization section of the Metasys® SCT Help
(LIT-12011964) for information on downloading.
Note: If the SCT resides on the ADX computer, log in to the SCT.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Upgrading from an ADS to an ADX 448
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Appendix: Data Preservation During an Upgrade

Important: Make sure you uninstall ADS, ADX, or SCT software before you uninstall or upgrade SQL Server
software. This practice ensures a successful upgrade of Metasys software.
Follow the information in this section to make sure that historical data collected by the ADS/ADX computer is preserved
during the upgrade process. Two primary upgrade types are covered:
• In-Place Upgrade - upgrades the ADS/ADX application on a computer with the same operating system and the
same or different SQL Server software
• Out-of-Place Upgrade - upgrades the ADS/ADX application on a computer with a different operating system
and the same or different SQL Server software

In-Place Upgrade
Table 103 lists the in-place ADS/ADX upgrade combinations for the operating system and SQL Server software that
are supported at Release 7.0.
Table 103: Supported In-Place Upgrade Options
Existing Operating System SQL Server Software Upgrade Path
From To
Windows 8.1 and Windows 8 SQL Server 2008 Express R2 SP2 SQL Server 2012 Express SP2 Software
Software
SQL Server 2014 Express Software
SQL Server 2008 Express SP3 Software SQL Server 2008 Express R2 SP2
Software
SQL Server 2012 Express SP2 Software
SQL Server 2014 Express Software
Windows 7 SQL Server 2005 Express SP3 Software SQL Server 2008 Express R2 SP2
Software
SQL Server 2012 Express SP2 Software
SQL Server 2014 Express Software
SQL Server 2008 Express SP3 Software SQL Server 2008 Express R2 SP2
Software
SQL Server 2012 Express SP2 Software
SQL Server 2014 Express Software
SQL Server 2008 Express R2 SP2 SQL Server 2012 Express SP2 Software
Software
SQL Server 2014 Express Software
Windows Server 2012 SQL Server 2008 R2 SP2 Software SQL Server 2012 SP2 Software
SQL Server 2014 Software
SQL Server 2012 SP1 Software SQL Server 2012 SP2 Software
SQL Server 2014 Software
SQL Server 2012 SP2 Software SQL Server 2014 Software
Windows Server 2008 SP2 SQL Server 2005 SP3 Software SQL Server 2008 R2 SP2 Software
SQL Server 2008 SP2 Software SQL Server 2008 R2 SP2 Software
SQL Server 2008 SP3 Software SQL Server 2008 R2 SP2 Software

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 449
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 103: Supported In-Place Upgrade Options

Existing Operating System SQL Server Software Upgrade Path
From To
Windows Server 2008 R2 SP1 SQL Server 2008 SP2 Software SQL Server 2008 R2 SP2 Software
SQL Server 2012 SP2 Software
SQL Server 2014 Software
SQL Server 2008 R2 SP2 Software SQL Server 2012 SP2 Software
SQL Server 2014 Software
SQL Server 2012 SP1 Software SQL Server 2012 SP2 Software
SQL Server 2014 Software

When you perform an in-place upgrade of the ADS/ADX, consider these important details:
• Follow the standard procedures for uploading the ADS/ADX database, uploading supervisory engines, and
backing up all archive and security databases with SCT as directed by the wizard instructions. The archive
databases are backed up to the following directory: C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles.
The security databases are backed up to the following directory: C:\ProgramData\Johnson
Controls\MetasysIII\SecurityFiles. For details, refer to the Metasys® SCT Help (LIT-12011964).
• Make sure that the Max Message Buffer parameter on each supervisory engine is set to a large enough value
to hold collected historical data while you complete the upgrade process. The appropriate size depends on the
number of events the engine normally encounters each day. During the upgrade, the engine holds the messages
and events while the ADS/ADX is offline.
• You may change the computer name of an upgraded ADS/ADX by using the Rename function in the Metasys
Database Manager. For details, refer to Metasys Database Manager Help (LIT-12011202). This Help document
also explains what happens if you use the Rename function against a historical database that has trends from
more than one Site Director, and two objects exist that have the same fully qualified name (except for the Site
Director name).
• Perform a complete backup of all historical data in the ADS/ADX with the Metasys Database Manager. The
historical databases you need to back up include audit (JCIAuditTrails), alarm (JCIEvents), trend (JCIHistorianDB),
annotation (JCIItemAnnotation), and reporting (MetasysReporting). The historical data is backed up to the
following directory: C:\ProgramData\Johnson Controls\MetasysIII\SQLData.
Note: The JCIItemAnnotation database cannot be backed up prior to Release 4.0. At the earlier releases,
annotations are backed up as part of the JCIAuditTrails and JCIEvents databases. In addition, the
MetasysReporting database cannot be backed up prior to Release 5.0. At the earlier releases,
MetasysReporting database backup is not required.
Note: If the Metasys Database Manager is not installed on the ADS/ADX, install the release of the Metasys
Database Manager that matches the release of the ADS/ADX software.
• Make a copy of each historical database backup file and store it in a safe location.
This step is a precaution in case you need to revert to the old SQL Server software version and the old ADS/ADX
software release.
• At Release 7.0, make sure you follow the steps in the Wizard for uninstalling, not upgrading, SCT software. When
you uninstall the current release of the SCT software, make sure you do not remove currently scheduled actions.
Answer No to the following prompt that appears when you are uninstalling SCT:

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 450
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 346: Save/Remove Scheduled Actions

• When you uninstall the current release of the ADS/ADX software, make sure you do not delete the Trend, Event,
Audit, Annotation, and MetasysReporting databases. Answer No to the following prompt that appears during the
uninstall process:
Figure 347: Historic Databases - Click No

In addition, another dialog box appears that asks if you want to remove currently scheduled actions (Figure 348).
Click No.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 451
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Figure 348: Scheduled Actions - Click No

• After you uninstall the ADS/ADX software, follow the procedures for upgrading the computer to meet all software
prerequisites for Release 7.0 and the selected SQL Server software. These instructions are provided to you
when you select the Upgrade path in the wizard.
• Use the SQL Installer tool to upgrade any supported version of SQL Server software as directed by the steps in
the wizard.
• Because you are performing an in-place upgrade, install Release 7.0 of the Metasys Database Manager after
you install the new SCT and ADS/ADX software. (Refer to Metasys Database Manager Installation Instructions
[LIT-12011553].)
• Always remember to download the SCT archive databases after all installations are complete.

Out-of-Place Upgrade
The following table lists the out-of-place ADS/ADX upgrade combinations for the operating system and SQL Server
software that are supported at Release 7.0.
Table 104: Supported Out-of-Place Upgrade Options for ADS/ADX
From To
Windows XP Professional Windows 7 Professional
MSDE 2000 SP4 SQL Server 2008 Express R2 SP2
Windows XP Professional Windows 7 Professional
SQL Server 2005 Express SP3 SQL Server 2008 Express R2 SP2
Windows 7 Professional
SQL Server 2012 Express SP2
Windows 7 Professional
SQL Server 2014 Express

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 452
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 104: Supported Out-of-Place Upgrade Options for ADS/ADX

From To
Windows XP Professional Windows 7 Professional
SQL Server 2008 Express SP1 SQL Server 2008 Express R2 SP2
Windows 7 Professional
SQL Server 2012 Express SP2
Windows 7 Professional
SQL Server 2014 Express
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2008 Express R2 SP2
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2012 Express SP2
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2014 Express
Windows XP Professional Windows 7 Professional
SQL Server 2008 Express R2 SP2 SQL Server 2012 Express SP2
Windows 7 Professional
SQL Server 2014 Express
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2012 Express SP2
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2014 Express
Windows 7 Professional Windows 8.1 Pro or Windows 8 Pro
SQL Server 2008 Express SP3 SQL Server 2008 Express R2 SP2
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2012 Express SP2
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2014 Express
Windows 7 Professional Windows 8.1 Pro or Windows 8 Pro
SQL Server 2008 Express R2 SP2 SQL Server 2012 Express SP2
Windows 8.1 Pro or Windows 8 Pro
SQL Server 2014 Express
Windows Server 2003 R2 Windows Server 2008 SP2
SQL Server 2000 SP4 SQL Server 2008 R2 SP2
Windows Server 2003 R2 Windows Server 2008 SP2
SQL Server 2005 SP3 SQL Server 2008 R2 SP2
Windows Server 2008 R2 SP1
SQL Server 2008 R2 SP2

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 453
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 104: Supported Out-of-Place Upgrade Options for ADS/ADX

From To
Windows Server 2003 R2 Windows Server 2008 SP2
SQL Server 2008 SP1 SQL Server 2008 R2 SP2
Windows Server 2008 R2 SP1
SQL Server 2008 R2 SP2
Windows Server 2008 Windows Server 2008 R2 SP1
SQL Server 2008 SP3 SQL Server 2008 R2 SP2
Windows Server 2008 R2 SP1
SQL Server 2012 SP2
Windows Server 2008 R2 SP1
SQL Server 2014
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2008 R2 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2012 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2014
Windows Server 2008 Windows Server 2008 R2 SP1
SQL Server 2008 R2 SP2 SQL Server 2008 R2 SP2
Windows Server 2008 R2 SP1
SQL Server 2012 SP2
Windows Server 2008 R2 SP1
SQL Server 2014
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2008 R2 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2012 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2014
Windows Server 2008 R2 Windows Server 2012 R2 or Windows Server 2012
SQL Server 2008 SP3 SQL Server 2008 R2 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2012 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2014

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 454
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 104: Supported Out-of-Place Upgrade Options for ADS/ADX

From To
Windows Server 2008 R2 Windows Server 2012 R2 or Windows Server 2012
SQL Server 2008 R2 SP2 SQL Server 2008 R2 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2012 SP2
Windows Server 2012 R2 or Windows Server 2012
SQL Server 2014

When you perform an out-of-place upgrade of the ADS/ADX, consider these important details:
• Follow all considerations provided for an in-place upgrade. They also apply to an out-of-place upgrade. See
In-Place Upgrade.
• Make sure you install the new operating system from the bootable Windows operating system CD or DVD. We
do not support an installation if you upgrade or install the new OS so that the older OS remains on the computer.
This procedure retains old files and folders that may interfere with the new Metasys software. If you are unsure,
verify that a folder called WINDOWS.OLD is not present on the hard disk of the computer. If this folder is present,
the computer has retained the old operating system. Reinstall the newer operating system using the bootable
Windows CD or DVD, making sure you reformat the hard disk as part of installing the OS.
• If you install the upgrade on new computer hardware, remove the old ADS/ADX computer from the network.
Install the new Windows OS, giving the computer the same name and using the same IP address information
as the old computer. The ADS/ADX name is case sensitive and must be entered exactly as it appeared in the
old computer.
• If you install the upgrade on the same computer hardware, make sure to store any SCT archive database backups,
supervisory engine backups, security database backups, and any other files to another media such as a USB
flash drive, DVD, or network drive. Then, if you are using a different Windows OS, give the computer the same
name and use the same IP address information as was defined for the old ADS/ADX.
• Because you are performing an out-of-place upgrade, install Release 7.0 of the Metasys Database Manager
after you install SQL Server software, but before you install the new SCT and ADS/ADX software. (Refer to
Metasys Database Manager Installation Instructions [LIT-12011553]). Follow these steps:
1. Copy the Metasys database backup files from the old ADS/ADX computer to the Metasys Database Manager
Backup folder (C:\ProgramData\Johnson Controls\MetasysIII\SQLData) of the new computer.
2. Start the Metasys Database Manager and restore each database backup from the SQLData backup folder.
This folder is selected by default when you install the ADS/ADX software.
3. Install the new SCT software and the new ADS/ADX software.
• Follow the steps in the wizard to preserve data between the same versions of SQL Server software or from an
older version to a newer version of SQL Server software. For example, you preserve the data when you upgrade
from SQL Server 2008 Express SP3 software to SQL Server 2008 Express R2 SP2 software, SQL Server 2012
Express SP2, or SQL Server 2014 Express software, but you cannot preserve the data when you downgrade
from SQL Server 2012 Express SP2 software to SQL Server 2008 Express R2 software, or when you downgrade
from SQL Server 2008 Express R2 SP2 software to SQL Server 2008 Express SP3 software.
• After completing all upgrade steps and downloading all databases, verify the supervisory engines are
communicating with the new ADS/ADX computer. If they are not communicating, a network configuration problem
may exist. Verify that the DNS server has been properly updated with the new IP address on the new ADS/ADX
computer. If you need to troubleshoot the system, see General Information and Troubleshooting.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Data Preservation During an Upgrade 455
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Appendix: Changing the ADS or ADX Name and the Computer Name
on an ADS and Unified ADX
Follow the steps in this section to change the name of an ADS/ADX. The ADS/ADX name and the computer name
must match for proper functionality.

Important: After you follow these procedures for a Site Director, the fully qualified item references have the new
ADS/ADX name and do not match the fully qualified item references in historical data. Note this detail
when using tools that can access historical data, such as the Metasys Export Utility, which retrieves
data representing the old item references.

Important: Do not follow these instructions for an ADS/ADX Turnkey computer. To rename an ADS/ADX
Turnkey computer, refer to Appendix: Changing the ADS/ADX Name and the Computer Name of the
ADS/ADX Turnkey User’s Guide (LIT-12011177).

Overview of Changing the ADS or ADX Name and the Computer Name
This section provides an overview of the steps to change the ADS/ADX name and the computer name. You must
perform all the steps referenced in this section in the correct sequence to ensure success.
1. Prepare the computer. See Preparing the Computer.
2. Prepare the archive. See Using an Existing Archive or Creating a New Archive.
3. Uninstall the ADS/ADX and SCT software. See Uninstalling ADS or ADX and SCT Software.
4. Rename the computer. See Renaming the Computer.
5. Verify SQL Server software and Reporting Services functionality. See Verifying SQL Server Software and
Reporting Services.
6. Reinstall the ADS/ADX, SCT, and Ready Access Portal software and rename the Site Director. See Reinstalling
Metasys Software and Renaming the Site Director in Metasys Database Manager.
7. Download the ADS/ADX. See Downloading the ADS or ADX .
8. Test the ADS/ADX. See Finalizing ADS or ADX Settings.
9. Upload your changes to the SCT. See Uploading ADS or ADX Name Changes to the SCT.
10. Verify Metasys Advanced Reporting System functionality. See Verifying the Metasys Advanced Reporting
System Is Working Properly.

Preparing the Computer

1. If the computer has been running for several days, restart the computer and leave it connected to the network
so that it can use its current IP address. If this is a new computer, connect it to a hub or switch before starting
so that the computer can obtain a valid IP address. Type ipconfig in a command window to verify an IP address
has been assigned.

Important: If you do not obtain a valid IP address in Step 1, the computer rename process may fail.
2. Log in to the ADS/ADX Site Management Portal or the Metasys user interface to verify the ADS/ADX is running.
3. Exit the ADS/ADX Site Management Portal or the Metasys user interface.
4. Make sure the SCT and all other applications are closed.
5. If the Ready Access Portal software if installed, remove it now by using the steps in the Ready Access Portal
Software Installation Instructions (LIT-12011523). Make sure you remove Ready Access Portal databases. You
reinstall the software after the rename procedure.
6. Click or double-click the clock in the lower-right corner of the desktop to verify that the time zone and time for
the computer are correct.
7. Write down the new name you want to assign to the ADS/ADX computer. Note the case of each letter because
the name is case sensitive. The new ADS/ADX name must:

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 456
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• begin with a letter

• contain a maximum of 15 characters
• contain only letters A–Z (upper or lower case), numbers 0–9, and hyphens
8. Change the computer name label stamped on the ADS/ADX computer to the new name in Step 7.
9. Open the System window.
If you are using Windows 8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server 2012, or
Windows Server 2008 R2, open Control Panel and select System and Security > System. The System window
appears. See for a Windows 7 example and for a Windows Server 2012 example.
If you are using Windows Server 2008, open Control Panel and select System and Maintenance > System. The
System window appears ().

10. Write down the original ADS/ADX name as it appears in the Full computer name field. Be sure to note if the
computer contains a domain name or a workgroup is specified. You need to reconfigure the computer with this
information after the rename. Also note the case of each letter as the computer name is case sensitive.
11. Close all windows.
12. Log in to the ADS/ADX Site Management Portal to verify that the ADS/ADX is running.
Note: Ignore the label for the ADS/ADX that appears in the Navigation Tree.
Note: If a screen appears prompting you to choose an Internet Service Provider, re-enable the network
connection and go back to Step 2.
13. Exit the ADS/ADX Site Management Portal.
14. Go to Using an Existing Archive or Creating a New Archive.

Using an Existing Archive or Creating a New Archive

1. Log in to the SCT.
2. If you are using an existing archive with an ADS/ADX, open the archive and go to Step 8.
If you are creating a new archive, select Item > New Archive.
3. Enter a unique name for the new archive. When you are asked to create a new site, click Yes.
4. Follow the Insert Site Wizard instructions to create a new site.
The order of the time zones in the Metasys software does not match the order in which they are presented in
the Windows operating system. Use care to select the correct time zone from the list, expanding the time zone
display if needed to view the exact time zone name.
5. Finish the rest of the steps in the Insert Site Wizard.
6. When the Create Device box appears, select Metasys server from the drop-down selection box. Click OK.
7. Follow the Insert Metasys server instructions to create the Metasys server. On the Identifier screen, enter the
original ADS/ADX computer name from Step 10 of Preparing the Computer. Finish the rest of the steps in the
wizard.
When you are finished creating the new device, the name of the Metasys server shown in the navigation tree
should match the original ADS/ADX name.
8. Select the Metasys server in the navigation tree.
9. On the Tools menu, click Manage Archive.
10. On the Load Type screen, under Type, click Upload from Device.
11. Click Next on each Load Wizard screen until you reach the Site Login screen.
12. On the Site Login screen, click Test Login. If the name you entered for the ADS/ADX matches the computer’s
name, the login process should succeed.
13. Click Next on each of the remaining Load Wizard screens to start the upload process.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 457
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Note: If the upload is not successful, restart the computer and go to Step 1 in this section.
14. When upload Completion Status reports OK, right-click the Metasys server in the navigation tree, and click
Rename. The Rename box appears.
15. In the New Name field, enter the new ADS/ADX name from Step 7 of Preparing the Computer.
16. Click OK.
17. If you have existing user views, open each user view in Edit mode in the SCT, use the Find/Replace function
to change the name, and save the user view. The Site Director portion of the reference updates to match the
new Site Director name.
Note: Do not download or make other name changes in the SCT.
18. Using SCT, back up the archive database by selecting Database > Create Backup.
19. Go to Uninstalling ADS or ADX and SCT Software.

Uninstalling ADS or ADX and SCT Software

1. Start Windows Explorer. Navigate to:
C:\ProgramData\Johnson Controls\MetasysIII\SQLData\SSRSsync
2. Rename the SSRSsync folder to SSRSsync1. This action relocates the contents of this folder before you uninstall
the ADS/ADX software in Step 3. The folder contains a batch file that you need in Step 11 of Renaming the
Computer.
3. Uninstall the Metasys ADS/ADX software. Make sure you do not delete the databases, currently scheduled
actions, or license keys. Restart the computer and log in.
4. Uninstall the Metasys SCT software, making sure you do not remove scheduled actions from the SCT. Restart
the computer and log in.
5. Go to Renaming the Computer.

Renaming the Computer

Important: Be sure to complete the steps in Preparing the Computer and Using an Existing Archive or Creating a
New Archive before you follow the steps in this section. Renaming the computer is only one step in the
process of changing the name of the ADS/ADX.
Note: Make sure you do not skip Step 9 through Step 11; otherwise, the Metasys Database Manager displays the
incorrect name for the SQL Server database.
1. If you are using Windows 8.1, Windows 8, Windows 7, Windows Server 2012 R2, Windows Server 2012, or
Windows Server 2008 R2, in Control Panel click System and Security > System. The System window appears.
Click Change settings. Click Yes if prompted by the User Access Control dialog box.
If you are using Windows Server 2008, select Start > Control Panel > System and Maintenance > System.
The System window appears. Click Change settings. Click Continue if prompted by the User Access Control
dialog box.
2. Click Change.
3. In the Computer name field, enter the new ADS/ADX name from Step 7 of Preparing the Computer. If this
computer is a member of a domain, specify the name in the Domain field. If the computer name included a DNS
suffix, enter the DNS suffix.
Note: If you join the computer to a domain, the DNS suffix appears automatically. If you join the computer to
a workgroup, the DNS suffix is optional.
4. Click OK.
5. Click OK when you are prompted to restart the computer.
6. Close all windows.
7. Restart the computer, then log in.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 458
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

8. Wait 5 minutes to ensure that all Windows services are fully started.
9. Select Start > All Programs > Accessories. Then, right-click Command Prompt and select Run as
Administrator. Click Continue or Yes if prompted by the User Account Control dialog box.
10. Type the following command and press Enter:
cd C:\ProgramData\Johnson Controls\MetasysIII\SQLData\SSRSsync1
11. Type SQLRename.bat and press Enter. If you need SA user access rights to SQL Server, type SQLRename.bat
<SA user name> <password> and press Enter. A script runs in the command window.
12. When the script is finished, close the Command Prompt window.
Note: If the script fails, see Verifying SQL Server Software and Reporting Services.
13. Restart the computer, then log in.
14. Go to Reinstalling Metasys Software and Renaming the Site Director in Metasys Database Manager.

Verifying SQL Server Software and Reporting Services

1. Start SQL Server Configuration Manager and verify that both SQL Server and SQL Server Reporting Services
are running. If either of these instances is not running, right-click its instance name and click Start.
2. Start the Reporting Services Configuration Manager.
3. In the left pane, click Web Service URL. In the right pane, click the link for the Report Server Web Service URL.
Verify that the web page displays properly.
4. In the left pane, click Report Manager URL. In the right pane, click the link for the Report Manager Site Identification
URL. Verify that the web page displays properly.
Note: This page may take up to 30 seconds to appear.
If Reporting Services is not working properly, wait several minutes and attempt this procedure again. If failures
persist, see Metasys Advanced Reporting System Troubleshooting.

5. Go to Reinstalling Metasys Software and Renaming the Site Director in Metasys Database Manager.

Reinstalling Metasys Software and Renaming the Site Director in Metasys

Database Manager
1. Insert the SCT media and run the installation file (setup.exe). Follow the Install Wizard steps to install the SCT
software. See Installing the SCT Software for details.
2. Log in to the newly installed SCT and restore the database backup you created in Step 18 of the Using an Existing
Archive or Creating a New Archive section.
3. Start the Metasys Database Manager in Expert mode. For details, refer to the Expert Mode section in Metasys®
Database Manager Help (LIT-12011202).
4. Click the Rename tab.
5. Enter the old Site Director name and the new Site Director name in the fields.
6. Click Rename Now.
7. When the Site Director rename process is complete, insert the ADS/ADX media and run the installation file
(setup.exe). Follow the Install Wizard steps to install the ADS/ADX software. See Installing and Upgrading the
ADS and ADX Software for details.
8. Go to Downloading the ADS or ADX .

Downloading the ADS or ADX

1. If you are using Windows 7, select Start > Control Panel > System. Click Change settings. The System
window appears.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 459
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

If you are using Windows 8.1, Windows 8, Windows Server 2012 R2, Windows Server 2012, or Windows Server
2008 R2, in Control Panel click System and Security > System. Click Change settings. The System window
appears.
If you are using Windows Server 2008, select Start > Control Panel > System and Maintenance > System.
Click Change settings. The System window appears.
2. In the Full computer name field, verify that the computer name matches the new ADS/ADX name from Step
7 of Preparing the Computer.
3. Close the System Properties window.
Note: Do not log in to the ADS/ADX at this time. It may be in an invalid state. Continue with the steps.
4. Verify the name in SQL Server Configuration Manager matches the new ADS/ADX name from Step 7 of Preparing
the Computer. For SQL Server 2014, on the Start screen select Microsoft SQL Server 2014 > Configuration
Tools > SQL Server Configuration Manager. For SQL Server 2012, on the Start screen select Microsoft
SQL Server 2012 > Configuration Tools > SQL Server Configuration Manager.
5. In the tree in the left pane, click SQL Server Services. In the right pane, double-click SQL Server
(instancename), where instancename is the name of your SQL Server instance. In the SQL Server
(instancename) Properties box, click the Service tab. Verify that the name in the Host Name field matches the
new ADS/ADX name.
Note: It is normal for the name to appear in uppercase letters in the SQL Server Configuration Manager.
6. Close all windows.
7. Log in to the SCT.
8. If you have any user views, open each user view in Edit mode in the SCT, use the Find/Replace function to
change the name to the new name, and save the user view. The Site Director portion of the reference updates
to match the new Site Director name.
9. Click the Metasys server in the navigation tree.
Note: At this time, it is normal for the site name to be the same as the original ADS/ADX name. Do not attempt
to change the site name at this time.
10. On the Tools menu, click Manage Archive.
11. In the Type drop-down list box, select Download to Device.
12. Follow the wizard instructions to download the Metasys server. Be sure to do the following:
a. On the Site Login screen, click Test Login to verify you can communicate with the server.
b. On the Device Change screen:
• Do not select Use this option to rename a device via download.
• Do not select Use this option to change a device address via download.
13. Click Next and continue with the wizard to start the download process.
14. When the completion status reports OK, exit the SCT. The status may also report Server requires a manual
reset (571). This message is normal.
15. Restart the ADS/ADX computer, then log in.
16. Go to Finalizing ADS or ADX Settings.

Finalizing ADS or ADX Settings

To finalize ADS/ADX settings:
1. Log in to the ADS/ADX Site Management Portal.
2. Verify no user views are currently open.
3. On the View menu, click Extended Labels.
4. Double-click the Metasys site in the navigation tree.
5. Click Edit in the Display pane.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 460
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

6. In the Name and Default ADS Repository attributes, enter the new ADS/ADX name. Note the case of each
letter because the name is case sensitive.
7. In the Time Zone attribute, set the time zone to the correct zone.
8. Click Save.
9. On the Action menu, click Refresh All Tabs. The site and ADS/ADX name now match.
10. Exit the ADS/ADX Site Management Portal.
11. Restart the computer.
12. Go to Finalizing Launcher Settings.

Finalizing Launcher Settings

1. On the Desktop, right-click the Metasys SCT or Metasys SMP shortcut and select Delete.
2. Double-click the Launcher icon or select Programs > Johnson Controls > Launcher. The Launcher screen appears.
3. On the Launcher screen, click the SMP tab if you want to edit an existing SMP profile, or the SCT tab if you want
to edit an existing SCT profile.
4. Select the SMP or SCT profile whose description you want to edit and click Edit. (You may also right-click the
profile in the list and select Edit from the menu that appears.) The Edit screen appears.
5. In the New Description field, type the new name you selected for the device.
Note: You cannot change the IP address or host name of the device on the Edit screen. To make that change,
delete, then add the device again.
6. Click Save. The profile is saved with your changes, and the Launcher main screen appears.
7. Recreate shortcuts on the Desktop, if desired.
8. Go to Uploading ADS or ADX Name Changes to the SCT.

Uploading ADS or ADX Name Changes to the SCT

1. Log in to the SCT.
2. Click the Metasys server in the navigation tree.
3. On the Tools menu, click Manage Archive. The Manage Archive Wizard appears.
4. In the Type area, click Upload From Device.
5. On the Select Devices screen, select the Metasys server in the navigation tree.
6. Click Next on each Load Wizard screen until you reach the Site Login screen.
7. On the Site Login screen, click Test Login.
Note: If this fails, go back to Appendix: Changing the ADS or ADX Name and the Computer Name on an ADS
and Unified ADX and start the rename procedure over again.
8. Click Next on each of the remaining Load Wizard screens to finish the upload process.
When upload Completion Status reports OK, the upload is complete. The site and server names now match.
9. Exit the SCT.
10. Restart the ADS/ADX computer, then log in.
11. If you are not using the Metasys Advanced Reporting System, the verification and rename processes are
complete. Go to Step 12.
If you are using the Metasys Advanced Reporting System, go to Verifying the Metasys Advanced Reporting
System Is Working Properly.
12. If you uninstalled the Ready Access Portal software at the beginning of the rename process, reinstall it by using
the steps in the Ready Access Portal Software Installation Instructions (LIT-12011523). The verification and
rename processes are complete.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 461
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Verifying the Metasys Advanced Reporting System Is Working Properly

1. Log in to the ADX Site Management Portal from a computer on the local network that is not running a server-class
operating system.
2. On the Tools menu, click Advanced Reporting user interface.
3. Log in to the Metasys Advanced Reporting user interface.
4. Verify the user interface appears correctly and that the site and ADX have the correct name.
5. Verify the navigation tree that appears in the Metasys Advanced Reporting user interface matches that on the
SCT/ADX.
6. Select Alarm Definition report and click Run.
7. Verify the report window appears.
Note: The content of the window is not important at this time. Simply verify that the window opens successfully.
8. Close the report window.
9. Select Event > Summary report and click Run.
10. Verify the report window appears.
Note: The content of the window is not important at this time. Simply verify that the window opens successfully.
11. Close the report window.
12. Close all windows. If you uninstalled the Ready Access Portal software at the beginning of the rename process,
reinstall it now by using the steps in the Ready Access Portal Software Installation Instructions (LIT-12011523).
The verification and rename processes are complete.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Appendix: Changing the ADS or ADX Name 462
and the Computer Name
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Special Features
The installation and upgrade of these special features is explained in detail elsewhere in this document. This section
provides information you might want to know before you install, upgrade, or use the wizard.
See the following for more information:
• Ready Access Portal Software
• Split ADX
• Metasys Advanced Reporting System (ADX Only)
• Metasys for Validated Environments (MVE), Extended Architecture (ADX Only)

Ready Access Portal Software

Consider the following installation and upgrade scenarios:
• If you are installing Ready Access Portal and other Metasys software, install the other Metasys software first.
• If you are upgrading a computer with Metasys software and Ready Access Portal software, uninstall Ready
Access Portal software, upgrade the Metasys software, and then install the new version of Ready Access Portal
software.
• If you are upgrading a system with Ready Access Portal software on a stand-alone computer, uninstall the older
version of the Ready Access Portal software, upgrade the rest of the system, and then install the new version
of Ready Access Portal software.
• We do not support installing Ready Access Portal software on an NxE85.
• If you need to rename the ADS or ADX Site Director, do so before you install the Ready Access Portal software.
If you rename the ADS or ADX after you install the Ready Access Portal software, you must first uninstall the
Ready Access Portal software, rename the ADS or ADX, and reinstall the software. If you do not uninstall the
Ready Access Portal software before you rename the ADS or ADX computer, the Secure Sockets Layer (SSL)
certificate for the software becomes invalid.
• Ready Access Portal software does not support Metasys for Validated Environments (MVE) electronic signature
or electronic signature annotation requirements. If you install Ready Access Portal software on an MVE site, use
operating procedures and the following permissions to ensure that Ready Access Portal users have view-only
access to the system:
- Object category-based privileges: Assign only No Access or View permission for each object category.
- System access privileges: Do not assign any System Access privileges.
Refer to the Ready Access Portal Software Installation Instructions (LIT-12011523) for details on the installation
process or requirements.

Split ADX
The split configuration of the ADX involves installing ADX functionality on two separate computers:
• Web/application server computer: The computer where the ADX software is installed is known as the
Web/application server computer. The Web/application server computer is where users browse to see system
information.
• Database server computer: The computer that contains the SQL Server software database is known as the
database server computer. The database server computer houses historical data and cannot be used as a data
repository by more than one Web/application server computer.
Note the following rules for split ADXs:
• In a split ADX configuration, the SCT cannot reside on either the Web/application server computer or the database
server computer.
• When you are installing the ADX software, the SCT computer and the database server computer must be
accessible over the network to the Web/application computer.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Special Features 463
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

• The appropriate SQL Server software components must be installed and running on the computer (or on both
computers when installing the Metasys Advanced Reporting System) before you install the ADX software. ADX
database configuration files automatically update with the database server path where the ADX is installed.
• A split ADX requires that the SQL Server login for the database server computer used during installation has a
password that is not blank.
• A split ADX installation would not include a computer with SQL Server software installed on a different partition
or different drive from the ADX software, but share the same computer as the ADX software.
• Split ADXs with the Metasys Advanced Reporting System have special rules, regarding where to install SQL
Server software. See Metasys Advanced Reporting System (ADX Only).

Metasys Advanced Reporting System (ADX Only)

During the ADX installation or upgrade process, you can add support for the Metasys Advanced Reporting System
if you have the ADX media and SQL Server 2014 software, SQL Server 2012 SP2 software, or SQL Server 2008
R2 SP2 software with SQL Server Database Services and Reporting Services. After you install an ADX, you cannot
go back and add support for the Metasys Advanced Reporting System without reinstalling the ADX software.
The Metasys Advanced Reporting System supports unified ADX and split ADX installations. Also see Split ADX for
additional rules when installing on a split ADX.
We recommend that you implement SSL security for improved protection of user passwords before you install the
ADX with the Metasys Advanced Reporting System. Refer to the Network and IT Guidance for the BAS Professional
Technical Bulletin (LIT-12011279) for details on how to implement SSL security.
Consider the following for the Metasys Advanced Reporting System:
• Because the SCT database used by the reporting system is specified during the ADX installation, you must
create it before you install the ADX software. The database does not need to contain configuration information,
but it must contain a Site object. The SCT database can be a restored backup generated on a different system
or an empty database created through SCT.
• After the ADX software is installed, you can replace the SCT database with a different database, but you must
use the same archive name. Refer to the ADS/ADX Commissioning Guide (LIT-1201645) for details. To rename
the database referenced by the reporting system, make the database changes, uninstall the ADX software, and
reinstall the ADX software, pointing to the new database.
• If you have a unified ADX, the SCT must be installed on the ADX computer that has the Metasys Advanced
Reporting system. The local SCT database provides the All Items and user view trees for the reporting system.
• If you have a unified ADX, you must install SQL Server software with Database Services and Reporting Services
on the ADX computer.
• If you have a split ADX, you must install Database Engine Services of SQL Server software on the database
server computer and Reporting Services of SQL Server software on the web/application server computer. You
must have the appropriate SQL Server software licensing to perform installation on multiple computers. Refer
to the ADS/ADX Commissioning Guide (LIT-1201645) for licensing information.
• If you have a split ADX, the SCT computer may have SQL Server 2014 Express software, SQL Server 2012
Express SP2 software, SQL Server 2008 Express R2 SP2 software, SQL Server 2014 software, SQL Server
2012 SP2 software, or SQL Server 2008 R2 SP2 software installed.
• If you have a split ADX, you must perform specific configuration procedures after installing SQL Server software.
See Configuring SQL Server Reporting Services for the Metasys Advanced Reporting System.
• Installing the Metasys Advanced Reporting System on an ADX with MVE is supported. See Metasys for Validated
Environments (MVE), Extended Architecture (ADX Only).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Special Features 464
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Metasys for Validated Environments (MVE), Extended Architecture (ADX Only)

To install or upgrade to an ADX with MVE, you must have the following items:
• Windows Server 2012 OS, Windows Server 2008 R2 OS, or Windows Server 2008 SP2 OS
• SQL Server 2014 software, SQL Server 2012 SP2 software, or SQL Server 2008 R2 SP2 software. Either of
these SQL Server software versions is required on the unified ADX or on the database server computer of a split
ADX.
• ADX product media
• MVE product media

Important: You must purchase and license the ADX media in addition to the MVE media. ADX with MVE installation
requires you to install or upgrade an ADX using the ADX media and then enable the MVE functionality
using the MVE media.
Consider the following for ADXs with MVE:
• After you install or upgrade an ADX, you can add support for MVE using the MVE product CD.
• MVE supports both unified and split ADX installations. Also see Split ADX for additional rules when installing on
a split ADX.
• MVE supports the Metasys Advanced Reporting System. See Metasys Advanced Reporting System (ADX Only).
• You must not use the Ready Access Portal on an MVE site without written and enforced Standard Operating
Procedures (SOPs). We also suggest that you assign all Ready Access Portal users view-only privileges.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Special Features 465
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

General Information and Troubleshooting

Use this section for general information and as a troubleshooting reference when installing and upgrading Metasys
system software. If you suspect your problem is related specifically to the Metasys Advanced Reporting System,
see Metasys Advanced Reporting System Troubleshooting. This topic contains the following sections:
• Prerequisites Overview for Supported Releases
• Current Software Locations
• Metasys Software DVD Layout
• Using Metasys System User Names and Passwords
• Related Documentation
• Metasys System Help
• Upgrade Considerations
• General Troubleshooting
• Special Scenarios
• Adding MVE to an ADS/ADX
• Adding the Metasys Advanced Reporting System to an Existing ADS/ADX
• Changing the Database Referenced by the Metasys Advanced Reporting System

Prerequisites Overview for Supported Releases

Table 105 shows the required prerequisite software for each supported release. If your IT department does not
require a specific service pack, we recommend using the most recent supported version. See Table 107 for service
pack locations.
Table 105: Prerequisite Software Components/Service Packs
Software SPs for Metasys System Release
Component
5.2 6.0 6.1 6.5/6.5.25 7.0
Windows OS (32-bit; x86 processor)
Windows 8.1 and — — — No SP No SP
Windows 8 Pro OS
Windows 7 No SP or SP1 SP1 SP1 SP1 SP1
Professional,
Enterprise, or
Ultimate OS
Windows XP SP3 SP3 SP3 Not Supported Not Supported
Professional OS
Windows Server SP2 SP2 SP2 SP2 SP2
2008 Standard or
1
Enterprise OS
Windows OS (64-bit; x64 processor)
Windows 8.1 and — — — No SP No SP
Windows 8 Pro OS
Windows 7 No SP or SP1 SP1 SP1 SP1 SP1
Professional,
Enterprise, or
Ultimate OS
Windows Server — — — No SP No SP
2012 Standard and
Windows Server
2012 R2 Standard
OS

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 466
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 105: Prerequisite Software Components/Service Packs

Windows Server No SP or SP1 SP1 SP1 SP1 SP1
2008 R2 Standard
or Enterprise OS
SQL Server Software (32-bit; x86 processor)
SQL Server 2008 No SP SP2 SP2 SP2 SP2
Express R2 Edition
SQL Server 2008 SP2 SP3 SP3 SP3 Not Supported
Express Edition
SQL Server 2008 No SP SP2 SP2 SP2 SP2
R2 Standard or
Enterprise Edition
SQL Server 2008 SP2 SP3 SP3 SP3 Not Supported
Standard or
Enterprise Edition
SQL Server Software (64-bit; x64 processor)
SQL Server 2014 — — — — No SP
Express Edition
with Microsoft
Cumulative Update
Package 3
(KB2984923) for
SQL Server 2014
SQL Server 2014 — — — — No SP
Standard or
Enterprise Edition
with Microsoft
Cumulative Update
Package 3
(KB2984923) for
SQL Server 2014
SQL Server 2012 — — SP1 SP1 SP2
Express Edition
SQL Server 2012 — — SP1 SP1 SP2
Standard or
Enterprise Edition
SQL Server 2008 No SP SP2 SP2 SP2 SP2
R2 Standard or
Enterprise Edition
SQL Server 2008 SP1 SP3 SP3 SP3 Not Supported
Standard or
Enterprise Edition
Other Required Software
Microsoft .NET 3.5 SP1/3.5.1 3.5 SP1/3.5.1 3.5 SP1/3.5.1 3.5 SP1/3.5.1 3.5 SP1/3.5.1, 4.0, 4.5
Framework
SQL Server — — — — —
Management
Studio Express
Microsoft Report — — — — —
Viewer 2010
Redistributable
Package

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 467
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 105: Prerequisite Software Components/Service Packs

Microsoft Report — — — — —
Viewer 2012
Redistributable
Package
Java® Runtime 1.6.0_23 Replaced by Replaced by Replaced by Replaced by Private
Environment (JRE) Private JRE Private JRE Private JRE JRE
Daylight Saving KB2443685 KB2633952 KB2779562 KB2904266 KB2981580
Patch for Windows
OS
2 Version 4.5 Version 4.5 or 5.0 Version 4.5 or 5.0 Version 4.5 or 5.0 Version 4.5 or 5.0
Windows Installer
Windows Version 1.0 Version 1.0 Version 1.0 or 2.0 Version 1.0 or 2.0 Version 1.0 or 2.0
PowerShell
Internet Information Version 7.0, or 7.5 Version 7.0, or 7.5 Version 7.0, 7.5, or Version 7.0, 7.5, OS Supplied
3 8.0 8.0, or 8.5
Services (ISS)
Microsoft Message — — — — —
4
Queuing (MSMQ)
Microsoft Silverlight — — — — —
5
5.0

1 With or without Hyper-V (x86 platform only).

2 Windows Installer 4.5 or 5.0 is required for some editions of SQL Server software on some operating systems.
3 Windows Server 2008 requires IIS 7.0; Windows 7 and Windows Server 2008 R2 require IIS 7.5; Windows 8 requires IIS
8.0; Windows Server 2012 requires IIS 8.0; Windows 8.1 and Windows Server 2012 R2 require IIS 8.5.
4 Required for a computer running the ADS/ADX software, but not required on an SCT-only computer.
5 Required for the Internet Explorer web browser to display graphics on a Ready Access Portal site.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 468
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Current Software Locations

Table 106: Where to Find Current Software
Component Software Component Location
1

Microsoft Windows OS
Windows 8.1 Pro or Windows 8 Pro OS media
Windows 7 Professional, Enterprise, or Ultimate OS SP1 OS media
Windows Server 2012 or Windows Server 2012 R2 OS OS media
Windows Server 2008 R2 OS SP2 OS media
Windows Server 2008 OS SP2 http://technet.microsoft.com/en-us/windows/dd262148.aspx
Microsoft SQL Server Software
SQL Server 2014 Express Edition ADS/ADX or SCT media
SQL Server 2012 Express Edition SP2 ADS/ADX or SCT media
SQL Server 2008 Express R2 Edition SP2 ADS/ADX or SCT media
SQL Server 2008 Express Edition SP3 ADS/ADX or SCT media
SQL Server 2012 R2 Edition SP2 SQL Server media
SQL Server 2008 R2 Standard or Enterprise Edition SP2 SQL Server media
Other Supporting Software/Downloads
Daylight Saving Patch for Windows OS http://support.microsoft.com/kb/2863058
Windows Installer 4.5 ADS/ADX or SCT media
2 OS media
Windows PowerShell 1.0, 2.0, 3.0, or 4.0
3 ADS/ADX or SCT media
Microsoft .NET Framework 3.5 SP1
Java Runtime Environment (JRE) No longer required; uses private JRE downloaded from
ADS/ADX or SCT computer.
IIS 7.0, 7.5, 8.0, or 8.5 OS media (dependent on Windows OS type)
Microsoft Report Viewer 2010 Redistributable Package ADS/ADX or SCT media
Microsoft Report Viewer 2012 Redistributable Package ADS/ADX or SCT media
SQL Installer Tool BPP media
4 ADS/ADX or SCT media
Microsoft SQL Server Management Studio Express

1 If the Microsoft website link does not work properly, go to http://www.microsoft.com and search for the component.
2 A separate installation of Windows PowerShell is not necessary in Windows 8.1, Windows 8, Windows 7, Windows Server
2012 R2, Windows Server 2012, Windows Server 2008 R2, or Windows Server 2008 because the software is installed with
this operating system. Windows PowerShell is only required for SQL Server 2012 SP2, SQL Server 2008 software, and SQL
Server Management Studio Express.
3 For Windows 8, Windows 7, Windows Server 2012, and Windows Server 2008 R2, you need .NET Framework 3.5.1, which
is added as a standard Windows component within the operating system.
4 A software database management tool for Express editions of SQL Server software. This tool comes bundled with the
Standard and Enterprise editions of SQL Server software. The SQL Installer tool installs the SQL Server Management Studio
application for you.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 469
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Metasys Software DVD Layout

Table 107 lists the folder contents of the media DVD for the ADS/ADX and SCT software. Other minor folders may
exist under these major folders.
Table 107: Folder Organization for Metasys Software DVD: Disk 1
ADS
Export Utility
MDM
RAP
SCT
SNMP_MIBS
OEM
Microsoft
Core XML Services (MSXML) 6.0
DotNet Framework
Report Viewer 2010
Report Viewer 2012
SQL Server 2014 Management Studio Express
SQL Server 2012 SP2 Management Studio Express
SQL Server Express Versions - For Customers Only
SQL Server 2008 Express R2 SP2
SQL Server 2012 Express SP2
SQL Server 2014 Express
Windows Installer
3.1
4.5
Product Literature

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 470
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Using Metasys System User Names and Passwords

The Security Administrator system provides two predefined administrators for user accounts: Standard Administrator
and Basic Access Administrator. Use the following default user names and passwords to access the Metasys system
UI for these two predefined administrators.
Standard Administrator Access:
user name: MetasysSysAgent
password: Contact your local Johnson Controls representative.
Basic Administrator Access:
user name: BasicSysAgent
password: Contact your local Johnson Controls representative.
For security purposes, we strongly recommend you change the default MetasysSysAgent and BasicSysAgent
account passwords upon installation of the system. Refer to the Security Administrator System Technical Bulletin
(LIT-1201528) for definitions and details on predefined administrators. Your Metasys system passwords do not have
to match the passwords of your OS.
Note the following:
• The passwords are case sensitive and must meet complexity requirements. Refer to the Security Administrator
System Technical Bulletin (LIT-1201528).
• The Johnson Controls disclaimer statement appears the first time you log in.
• The Basic Access password is disabled by default and must be enabled before you use it to access the system.
• If you are a new user, you must log in to the Metasys system ADX and accept the license agreement before
accessing the Metasys Advanced Reporting System.

Related Documentation
Table 108 provides a list of documents related to the ADS, ADX, and SCT.
Note: Links in this wizard and Table 108 point to the QuickLIT website. If you do not have access to QuickLIT or
the Internet, access the documents a different way.
Table 108: ADS Related Documentation
For Information On See Document LIT or Part Number
Using the Metasys Site Management Metasys SMP Help LIT-1201793
1

Portal User Interface

Using the SCT User Interface (Including Metasys SCT Help LIT-12011964
1

SCT Troubleshooting)
Configuring or Commissioning the ADS ADS/ADX Commissioning Guide LIT-1201645
Ready Access Portal Ready Access Portal Software Installation LIT-12011523
Instructions
Ready Access Portal Help 1
LIT-12011342
License Information Metasys System Extended Architecture Part No. 24-10067-1
License Information
Metasys Database Manager Metasys Database Manager Help LIT-12011202
1

Network and IT Considerations Network and IT Guidance for the BAS LIT-12011279
Professional Technical Bulletin
ADS Software License Activation Software License Activator Technical LIT-1201654
Bulletin
NAE/NIE Update Tool NAE/NIE Update Tool Technical Bulletin LIT-12011524

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 471
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 108: ADS Related Documentation

For Information On See Document LIT or Part Number
System Security Security Administrator System Technical LIT-1201528
Bulletin
Export Utility Export Utility Installation Instructions LIT-12011527
Metasys System Terminology Metasys System Extended Architecture LIT-1201612
Glossary Technical Bulletin
Controller Configuration Tool (CCT) CCT Installation Instructions LIT-12011529
Controller Tool Help LIT-12011147

1 This LIT number represents a print-friendly version of the Help.

Metasys System Help

The Metasys Help files provide shared system information and individualized mode-dependent information for the
Metasys Site Management Portal (SMP) or the System Configuration Tool (SCT). The Metasys SMP Help
(LIT-1201793) provides information about alarming, commanding, auditing live data values, and other online features.
The Metasys SCT Help (LIT-12011964) provides information about offline operations such as managing archives,
creating spaces, simulating systems, and establishing equipment and serving relationships.
In either SMP or SCT mode, the Metasys Help menu provides Help files in PDF format. Refer to the QuickLIT website
for the most up-to-date version of the Metasys Help files.

Upgrade Considerations
Table 109 is a summary of information you should know before an upgrade, including what to back up or record.
Use this table as a reference when following the upgrade procedure for your scenario as outlined in the ADS, ADX,
and SCT Upgrade section.
Table 109: Upgrade Considerations
Data or Item Details Reference
Current Version of SQL Server Software If your Metasys system is currently using Installing or Upgrading SQL Server
SQL Server 2005 Express or earlier, you Software
need to upgrade to SQL Server 2014
Express, SQL Server 2012 Express SP2,
or SQL Server 2008 R2 Express software.
If your Metasys system is currently using
SQL Server 2005 or earlier, you need to
upgrade to SQL Server 2014, SQL Server
2012 SP2, or SQL Server 2008 R2
software.
Security Database If the current Metasys system is at Security Database Backup and Restore
Release 5.2 or earlier, create a security section of Metasys® SMP Help
database backup using the Security (LIT-1201793) for Release 5.2 or earlier.
Backup/Restore Wizard in SCT. Select
Tools > Security Backup/Restore >
Backup.
If the current Metasys system is at
Release 6.0, no separate security
database backup is required because the
security database is part of the archive
database. Backing up the archive backs
up security as well.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 472
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 109: Upgrade Considerations

Data or Item Details Reference
Roles, Users, and Active Directory If the SCT archive database has Security Administrator System Technical
Users in SCT customized roles and user accounts (local Bulletin (LIT-1201528)
and active directory), record the roles and
user accounts before upgrading SCT, then
re-enter them after you install SCT. At
Release 7.0, the SCT security database
is separate from the ADS/ADX/ODS
security database, so no ADS/ADX/ODS
users are transferred to SCT.
Archive Database Create a database backup in the existing Backing Up an Archive Database section
release of SCT. of the Metasys® SCT Help (LIT-12011964)
Backups are found in
C:\ProgramData\Johnson
Controls\MetasysIII\DatabaseFiles
Preferences Metasys preferences do not persist after Configuring and Maintaining Preferences
an upgrade. To preserve your preferences Appendix of the ADS/ADX Commissioning
during an upgrade, save your preference Guide (LIT-1201645) or the NAE
files to a safe location before the upgrade, Commissioning Guide (LIT-1201519)
and then move the files back to the
appropriate location after the upgrade is
complete.
The location of the preferences files varies
depending on the Metasys device you are
using.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 473
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Table 109: Upgrade Considerations

Data or Item Details Reference
Customized Config or Properties Files If you have customized files manually for Documentation for each specific product
your system, be sure to note those covers customization procedures, or you
customizations before you upgrade. When may be directed to update files by support
you upgrade, these files are overwritten, personnel.
and you lose your custom settings. After
the upgrade, be sure to reapply your
custom settings.
Note: When upgrading, do not replace
the new file with a copy of the old
file. Other settings in the file may
have been changed to improve
system performance or support
new features. Instead of
replacing the new file with a
copy of the old one, reapply the
custom settings in the new file.
The .config files contain custom Metasys
network settings for features including
serial printing Destination Delivery Agent
(DDA) settings for an NAE, the Metasys
Advanced Reporting System ADX, and
the Action Queue in SCT. Examples of
.config files you may have customized
include web.config and
ActionQueue.exe.config. Properties files
also contain information related to name
resolution and other system settings.
Historical Data Use Metasys Database Manager to back Backing Up a Database section of the
up the historical databases, which include Metasys® Database Manager Help
audit (JCIAuditTrails), alarm (JCIEvents), (LIT-12011202)
trend (JCIHistorianDB), annotation
(JCIItemAnnotation), and reporting system
(MetasysReporting).
Before creating backups of historical
information, stop the Metasys III Device
Manager service. This action prevents the
collection of historical information while
you are creating the backup.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 474
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

General Troubleshooting
See Table 110 for general troubleshooting information. If you are troubleshooting an ADX with Metasys Advanced
Reporting System, see Metasys Advanced Reporting System Troubleshooting.
Table 110: Troubleshooting
Problem Solution
You experience installation problems and would like to consult The error messages are located in the following folder:
the error log.
C:\ProgramData\<username>\AppData\Roaming
The following files exist for each Metasys system product:
• ADSInstallLog.htm
• CCTInstallLog.htm
• EnergyEssentialsInstallLog.htm
• EUPMInstallLog.htm
• MDMInstallLog.htm
• RAPInstallLog.htm
• SCTInstallLog.htm
During an ADS, ADX, or SCT installation, you see the following The Windows IIS component may have been installed after
error: Microsoft .NET Framework software was installed. To fix this
issue, open a command prompt and execute this command:
Error 1609. An error occurred while applying
security settings. ASPNET is not a valid user C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe
name or group. This could be a problem with -i
the package, or a problem connecting to a
Install the ADS, ADX, or SCT again. If the message reappears,
domain controller on the network. Check your
uninstall .NET Framework and IIS, reboot, and then reinstall IIS
network connection and click Retry, or Cancel.
and .NET Framework in that order.
During an ADX upgrade, you see the following error: The JCIHistorianDB upgrade script timed out during ADX
installation. Ordinarily, this script completes within a few seconds,
ERROR - There was an error setting up the
but it may take longer if the existing JCIHistorianDB is very large
JCIHistorianDB Database for Advanced
or the server is busy with other activities. If this timeout occurs
Reporting; Timeout expired. during ADX installation, uninstall the ADX, restart, wait 5 to 10
minutes, and then reinstall ADX.
When you are installing a split ADX configuration, the install The ADX installer is incorrectly checking the web/application
fails with this error: server, not the database server, for sufficient drive space. The
installer has no direct connection to the operating system of the
Insufficient Disk Space
database server, so it cannot check for disk space.
This error only occurs if the database repository locations on the
remote database server are on a different disk drive than drive
C and drive C of the local web/application computer is low on
disk space. This error may occur if the database repository
locations on the remote database server are on a different disk
drive than drive C and drive C of the local web/application
computer is low on disk space.
As a workaround, on the local web/application computer,
temporarily map a disk drive that matches the drive location on
the remote database server where the databases are to reside.
This location can be a network drive, flash drive, or even a folder
on drive C. (Make sure you do not use the remote database server
as this mapped drive.) Restart the ADX installation, specifying
the newly mapped drive for each of the repositories. The ADX
install recognizes this local drive and proceeds normally. During
the ADX install, no files are copied to this temporary drive. You
may remove the temporary drive mapping from the web server
after installation completes.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 475
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
After an ADS/ADX upgrade, you see one of the following This problem occurs when the frameworkproperties.properties
errors: file does not update correctly. This file contains network
parameters for ADS/ADX communication.
Server is currently busy and data refresh will
be delayed. To solve this problem:
1. Using Windows Explorer, browse to
Unable to connect to server. C:\Inetpub\wwwroot\Metasysiii\UI\Com\JCI\Framework.
2. Open the frameworkproperties.properties file in a text editor.
3. Find the following parameters and make sure the values are
correct for your ADS or ADX:
readAlarms=
• ADS: 9
• ADX: 4
remoteDispatcherPool.size.defaultPool=
• ADS: 3
• ADX: 0
remoteDispatcherPool.size.cpm=
• ADS: 2
• ADX: 0
Note: Do not change other parameters. Do not change the
parameters above to values other than those noted
in this solution.
4. Save and close the file.
After an upgrade, one or more of the following happens: This problem occurs because upgrades overwrite the .config files
for the Metasys system.
• The NAE serial printer DDA does not function correctly
• A Metasys Reporting System refresh does not occur as To retain custom settings related to the serial printer DDA,
expected Metasys Advanced Reporting System refresh rate, and other
system behavior, you must restore these customizations after
• The Action Queue does not behave as expected
each upgrade. Refer to the ADS/ADX Commissioning Guide
• A behavior controlled by a .config file does not happen as (LIT-1201645).
expected
After an ADS/ADX upgrade, you see one of the following The event buffer of the NxE is almost full and the ADS/ADX
errors: cannot clear out the events. This issue may occur after the
ADS/ADX is upgraded to new release but the NxE remains at an
The local event repository is getting full. Acknowledge or
older release. To resolve, manually delete all the events from the
Discard some events to free up some space.
NxE.
During ADS or ADX installation, this message appears: Some IIS components that the ADS or ADX requires are not fully
installed. To resolve this issue, go to the IIS install section for
Setup could not determine the path to IIS
your operating system and add the missing IIS components.
using WMI.
During installation of CTOOLS on a Windows 2008 Server R2 CTOOLS is a 16-bit program and is not supported on any 64-bit
computer, this message appears: operating system. Click OK to close the user message window.
The version of this file is not compatible
with the version of Windows you're running.
Check your computer's system information to
see whether you need an x86 (32-bit) or x64
(64-bit) version of the program, and then
contact the software publisher.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 476
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
An update error occurs when you are trying to install the ADX A change from Microsoft made the Allow Updates server
software on a split ADX system. configuration option obsolete, adversely affecting the installation
of ADS/ADX software. You need to execute a SQL Server script
on the database server computer for a split ADS/ADX installation
to work. Follow these steps:
1. Start SQL Server Management Studio on the database server
computer.
2. Click New Query, and execute the following query:
exec sp_configure 'show advanced options', 1;
GO
RECONFIGURE WITH OVERRIDE;
GO
sp_configure 'allow updates', 0;
GO
RECONFIGURE WITH OVERRIDE;
GO
3. Run the ADX software installation again on the
web/application server computer.
This error message appears while uninstalling the ADS or The ADS or ADX uninstallation program could not locate and
ADX software: drop user g3-user. This situation does not affect the uninstallation.
You can ignore the message. The ADS or ADX uninstallation
Exception= -2147217900
should complete normally.
User 'g3-user' does not exist in the current
database.
Last command=exec sp_dropuser N'g3-user'
When you uninstall the ADX with Metasys Advanced When this error occurs, the uninstall program could not remove
Reporting, you receive the following error message: the MetasysReports folder.
ADX uninstall could not remove the folder Click OK to continue. After uninstalling the ADX software,
C:\inetpub\wwwroot\MetasysReports. You should manually delete the following folder and all its contents:
remove the Folder(s) and all contents
C:\inetpub\wwwroot\MetasysReports
manually.
In the SQL Server Management Studio, SQL Server Agent This is normal.
has the following text after it:
This text appears if you install SQL Server software without
(Agent XPs disabled) Notification Services, which is not required for ADX or SCT
function.
You cannot browse from a client computer into the SMP UI or The computer's firewall settings may be set incorrectly. For
SCT UI on the ADS or ADX. Windows 8.1 and Windows 8, see Configuring the Windows
Firewall for Windows 8.1 and Windows 8. For Windows 7, see
Configuring the Windows Firewall for Windows 7. For Windows
Server 2012 R2 and Windows Server 2012, see Configuring the
Windows Firewall for Windows Server 2012 and Windows Server
2012 R2. For Windows Server 2008 R2, see Configuring the
Windows Firewall for Windows Server 2008 R2. For Windows
Server 2008, see Configuring the Windows Firewall for Windows
Server 2008.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 477
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
During the installation of Windows 8 features, a Windows Windows 8 is trying unsuccessfully to access the Internet to
Features dialog box appears that reads: retrieve .NET Framework 3.5 files or other necessary updates.
Select either choice and see Installing Required Features without
Windows needs files from Windows Update to finish installing
Internet Connection for further instructions.
some features.
Two choices are given:
Download files from Windows Update
Don't connect to Windows Update
While attempting to install .NET Framework 3.1, a dialog box Install Windows Installer 3.1. You can obtain the installation file
appears that contains this message: from the ADS/ADX or SCT media or the Microsoft website. Go
to http://support.microsoft.com/kb/893803 to obtain the installation
You must install Windows Installer 3.1 to
file.
complete installation. Microsoft .NET
Framework 3.5 requires that Windows Installer
3.1 be installed prior to the installation.
The following message appears when you try to issue an Run the command prompt as an administrator.
iisreset command at the command prompt:
Access denied
While adding Microsoft Message Queuing to the computer, a Follow these steps:
Directory Services dialog box appears that asks you to specify 1. Click Cancel on the Directory Services dialog box.
a domain controller. 2. Go back to the Windows Components Wizard screen and
Figure 349: Directory Services select the Message Queuing component.
3. Click the Details tab for Message Queuing. The options for
Message Queuing appear.
4. Make sure the Active Directory Integration option is not
selected. Keep the other options at their default selections.
5. Click OK to continue, then click Next. The Directory Services
dialog box should not appear.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 478
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
This error message appears during installation and you are
ASP.NET is not installed on the Windows Server, or ASP.NET is
unable to log in to the Site Management Portal:
installed on Windows Server but is not allowed. ADX installation
does not check to make sure you have ASP.NET installed and
XPPKInitConsole.exe - Common Language Runtime
allowed on the server. The installation continues and an error
Debugging Services
message appears. If you click OK, the installation continues and
reports that is it successful; however, you cannot log in to the
Site Management Portal.
To correct this problem, uninstall the ADX, install and allow
ASP.NET, and then reinstall the ADX. To install and allow
ASP.NET, go back to the wizard overview for your configuration
and make sure you followed all the steps for the OS configuration.
IIS was not configured to allow anonymous access on the Default
Web Site before the ADS, ADX, or SCT was installed. This error
is likely to occur only if an IT department installs IIS because
anonymous access is the default setting for IIS. After the
installation is complete, IIS anonymous access is required only
for the Metasys virtual website and MetasysIII virtual folder.
Before changing your customer’s IIS anonymous access settings,
consult with your customer or your customer’s IT department to
make sure the changes do not violate network security policies.
The ADS, ADX, or SCT software does not install correctly because
the Windows account used for anonymous access in the Metasys
website and MetasysIII virtual folder does not have appropriate
privileges. This may occur if your IT department has run a
lock-down procedure against the ADS, ADX, or SCT. The
Windows account or Windows group to which the Windows
account belongs must have the following privileges:
• Access this computer from the network
• Bypass traverse checking
• Log on as a batch job
The Windows account or Windows group must not be assigned
the Deny Access to this computer from the network privilege.
Further symptoms of this problem:
• The Windows Event Log Application folder contains the
following MIIIDM log entry
Result=401 error. You are also unable to
launch the ADS/ADX using
http://localhost/Metasys; however,
http://localhost/Metasys/RunApplet.htm
correctly launches the ADS/ADX UI.
• When trying to launch the Metasys Site Management Portal
(SMP) UI from the ADS/ADX using http://localhost/metasys
or the SCT using http://localhost/sct, the login page does not
display.
Refer to the Network and IT Guidance for the BAS Professional
Technical Bulletin (LIT-12011279).
ADS, ADX, or SCT software installation requires an active
Ethernet connection to complete successfully.
To prevent this error, connect the Ethernet NIC to a powered
Ethernet hub or connect to a live Ethernet network before trying
to install ADS, ADX, or SCT software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 479
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
One of these error messages appear when you try to log in to To eliminate either of these errors, follow these steps:
the Site Management Portal: 1. Exit all programs.
HTTP 404 File not found Internet Information 2. Uninstall the SCT software.
Services 3. Press the Windows key + R. The Run dialog box appears.
Page cannot be found 4. Type %TEMP% and click OK. Windows Explorer opens to
display the contents of the temp folder.
5. Delete all files and folders in this directory.
6. Restart the computer.
7. Reinstall the SCT software.
After you launch the Site Management Portal UI and close the Pop-up Ad Blocker Issue - To eliminate this error, disable the
Welcome screen browser, the Login screen does not appear. pop-up ad blocker or change its settings to allow the Site
Management Portal UI to open in a new browser window. If you
cannot disable or configure the pop-up ad blocker, remove it.
Windows operating system User Name Issue - Make sure that
the Windows operating system user name does not use any of
the following symbols: ! % #. If the Windows operating system
user name uses any of these symbols, change the Windows
operating system user name.
Note: Periods are allowed in domain names.
ADS/ADX installation exits with an error message. The current user is not a member of the Administrators group.
The user must have Administrator privileges to install the
ADS/ADX.
You would like to rename the ADS/ADX computer but are not See Appendix: Changing the ADS or ADX Name and the
sure how to do so. Computer Name on an ADS and Unified ADX.
The ADS/ADX computer does not automatically restart after The power settings on the ADS/ADX were not set correctly when
a power failure, or it goes into hibernation. you installed the ADS/ADX.
Windows 8: Computer Power Options
Windows 7: Computer Power Options
Windows Server 2012: Computer Power Options
Windows Server 2008 R2:Computer Power Options
Windows Server 2008:Computer Power Options
These five unhandled errors appear during installation but the Add the user to the Administrators group or log in to the computer
installation appears to complete normally: as a user who is assigned to the Administrators group.
CreateProcessA Failed
for...GlobalSecurityConfig.resources
CreateProcessA Failed for...
JohnsonControls.GlobalSecurity.dll
CreateProcessA Failed for...
JohnsonControls.GlobalSecurity.dll
CreateProcessA Failed for...
PKUninstallConsole.exe
CreateProcessA Failed for...
XPPKinitConsole.exe
When you try to log in to the Site Management Portal, you see
this error:
Unable to Login. Unexpected Error.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 480
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The ADS/ADX does not run. It appears that the Metasys III Log in to the computer with a user account that has rights to install
Device Manager and Metasys III Action Queue services do and invoke a Windows service. Attempt to start the Metasys III
not install or do not start on the computer. Device Manager and Metasys III Action Queue services manually.
During ADS, ADX, or SCT installation, XPPKInitConsole.exe The IIS default website must allow anonymous access during the
encounters an unhandled error. The installation appears to installation. Proxy Server access to the default website on the
finish normally, but the ADS, ADX, or SCT does not install ADS, ADX, or SCT computer must not require authentication.
properly.
When you try to navigate to a website in Windows Server 2012 Add the site to your web browser as a trusted site or disable
R2, Windows Server 2012, Windows Server 2008 R2, or Enhanced Security.
Windows Server 2008 with the Enhanced Security
To disable Enhanced Security for the server operating system,
Configuration enabled, the Internet Explorer web browser
follow these steps:.
displays a message box saying the content is blocked.
1. Start Server Manager.
2. On the Server Manager window, click Local Server.
3. In the right column, set the parameter IE Enhanced Security
Configuration to Off.
Figure 350: Disabling IE Enhanced Security

The ADS/ADX installation program does not create the If you are running an ADS installation, or if you are running an
ADS/ADX databases within SQL Server, and it displays a ADX installation and the SQL Server name is set to (local), the
database access/creation error message. The ADS/ADX installation program does not use the SQL Server user names
installation does not continue, and you must click Cancel to and passwords when it accesses SQL Server to create the
exit the installation program. ADS/ADX databases. Instead, the installation program uses the
user names and passwords of the user logged in to the Windows
operating system.
For ADS installations and unified ADS/ADX installations, the
current user must have Administrator access to the local SQL
Server instance. The current user must be able to create
databases, add Metasys SQL Server users, and assign Metasys
SQL Server users access to the Metasys system databases.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 481
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The Metasys III Device Manager and Metasys III Action Queue The Windows server computer (web/application server computer
services stop every time the services are started. The ADX is in a split configuration) must allow the Metasys III Device Manager
not functional. and Metasys Action Queue services to run.
The Site Management Portal generates this error message: If the Windows server computer (web/application server computer
in a split configuration) is running Windows Server 2012 R2,
Unable to Login. Unexpected Error.
Windows Server 2012, Windows Server 2008 R2, or Windows
Server 2008, the services may need to be explicitly allowed to
run. Use the Security Configuration Wizard to identify the Metasys
III Device Manager service and Metasys III Action Queue service
as Windows services that are allowed to run.
This error may appear when a user is denied access to the ADS,
ADX, or SCT computer over the network.
To resolve this problem:
1. If you are using Windows Server 2008, select Control Panel
> System and Maintenance > Administrative Tools > Local
Security Policy > Local Policies > User Rights Assignment.
If you are using Windows 8.1, Windows 8, Windows 7,
Windows Server 2012 R2, Windows Server 2012, or Windows
Server 2008 R2, select Control Panel > System and Security
> Administrative Tools > Local Security Policy > Local Policies
> User Rights Assignment.
2. With User Rights Assignment selected in the left pane,
right-click Deny access to this computer from the network
in the right pane, then select Properties.
3. On the Local Security Settings tab, make sure that the user's
name is not listed. If the user’s name appears, select it and
click Remove.
4. Close all windows.
Anti-spyware software is installed on the computer and is not
configured to allow the Metasys III Device Manager Service or
Metasys III Action Queue Service to run; or, the anti-spyware
software is not allowing the hosts file to be updated.
Refer to the Network and IT Guidance for the BAS Professional
Technical Bulletin (LIT-12011279).
This error message appears when you try to log in to the Site Installation of the ADS/ADX software did not complete
Management Portal after you have installed or upgraded the successfully. Uninstall the ADS/ADX software, restart, and
ADS/ADX software: manually delete the following folders and their contents:
Error encountered - Device is shutting down. C:\inetpub\wwwroot\MetasysIII\UI
C:\inetpub\wwwroot\MetasysIII\WS
Then, reinstall the ADS/ADX software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 482
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
You have a general problem with the SQL Server Software To resolve this problem:
installation or upgrade (including error messages or 1. Start SQL Server Management Studio and drop all databases
non-functional tools). that begin with JCI and drop all Reporting Services databases.
2. Remove all SQL Server software related files using
Add/Remove Programs.
3. Attempt to install SQL Server software again. Always restart
the computer after each installation.
Because SQL Server software versions and configurations vary,
your upgrade procedure may differ from what is documented in
Johnson Controls® literature. If your upgrade does not follow the
steps published in our literature and you are unsure about which
selections to make, go to
http://technet.microsoft.com/en-us/default.aspx for information.
Perform a search based on the version of SQL Server software
you want to install; for example, SQL Server 2008 or Upgrading
to SQL Server 2008.
While using the SQL Installer tool, you receive a user or error Consult the error log file. The error messages file is located in
message during SQL Server software installation or upgrade. the following folder:
Possible messages include:
C:\Program Files\Microsoft SQL Server\<number based on the
SQL Server Install error SQL release>\Setup Bootstrap\Log\Summary.txt
Instance Name already installed Correct the problem and try the SQL Server installation or upgrade
again.
Install failed - Missing Windows Installer 4.5
Install failed - Missing .NET 3.5 SP1
No new features were installed during the
setup execution
The OS does not meet the minimum requirements
for this SQL Server install
Install failed - Bad software key
WARNING: Please install the following
prerequisites: .NET 3.5 SP1, Windows Installer
4.5
While using the SQL Installer tool, you experience installation The text within the Command Line Options window contains
problems after you edit the text in the Command Line Options errors. Correct the errors or restart the SQL Installer so that the
window of the SQL Installer. Command Line Options window defaults to its original content.
You are trying to upgrade a split ADX but do not know the Log in to the database server of the split ADX. Start the Registry
SQL Server database instance name in use by the ADX. Editor (regedit). In the tree on the left, browse to
HKEY_LOCAL_MACHINE\SOFTWARE\Johnson
Controls\Metasys\ADS. The DBServer field displays the name
of the SQL Server instance currently in use by the ADX.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 483
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The ADS/ ADX installation or upgrade fails and the following In the Control Panel, open the System Properties window and
error message appears: verify that the Verify that the computer name meets the following
criteria:
Violation of PRIMARY KEY constraint error.
• begins with a letter, not a number
• contains a maximum of 15 characters
• contains only letters A–Z (upper or lower case), numbers
0–9, and hyphens
• does not end in ADS
• matches the object ID of the device object as defined in the
SCT archive database (upgrade only)
If the computer name does not meet this criteria, change the
computer name. See Appendix: Changing the ADS or ADX Name
and the Computer Name on an ADS and Unified ADX.
During installation of SQL Server Management Studio, you You need to install Microsoft .NET Framework 3.5 SP1 before
receive this error message: you install Microsoft SQL Server Management Studio software.
Cancel the installation and install .NET Framework 3.5 SP1 first,
Setup is missing prerequisites - MSXML6
then install SQL Server Management Studio software.
While you are trying to upgrade to SQL Server 2008 SP3 The upgrade has been halted because the currently installed
software, the SQL Server 2008 Feature Upgrade status fails edition of SQL Server software is not compatible with the new
with the following message: version you are trying to install. For example, if you have MSDE
2000 with SP2 installed, and you are trying to upgrade to SQL
Figure 351: Rule Check Result: Upgrade Failed
Server 2008 Express software with SP3, the blocked upgrade
message indicates that the upgrade is not supported.
Select an upgrade edition that is compatible with the current
edition. For details, use the SQL Server Upgrade Advisor available
from the Microsoft Download website.

While installing the SCT, you receive one of the following error You selected This feature, and all subfeatures, will be installed
messages: on local hard drive on the SCT Custom Setup screen.
Setup could not register Click OK to continue. Finish the SCT installation and restart.
C:\Inetpub\WWWRoot\Metasys Immediately uninstall the SCT program, restart, then reinstall
III\Tool\bin\dxloaderg3.exe SCT, and make sure you do not select subfeatures under the
System Configuration Tool icon.
Setup could not register
C:\Inetpub\WWWRoot\Metasys
III\Tool\bin\xtmloaderg3.exe
When you install the SCT, you receive the following user Uninstall the ADS/ADX software, then install the SCT software.
message:
Metasys SCT and Metasys ADS/ADX must be the
same release when installed on the same
computer. Metasys SCT is release 6.5.0.xx00
and ADS/ADX is release 6.1.0.xx00.
When you install the SCT, you receive the following user Either uninstall the older version of the NAE/NIE Update Tool or
message: upgrade the NAE/NIE Update Tool to the same exact version of
the SCT software you want to install. The versions of both tools
Metasys SCT 6.5.0.xxxx cannot be installed
must match if installed on the same computer.
when an older version of NAE Update Tool is
installed. Uninstall NAE Update Tool <release When this error occurs, the SCT install log file automatically
number> and then attempt Metasys SCT setup opens.
again..

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 484
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The ADS/ADX or SCT software does not function correctly To correctly change your SQL Server software outside the usual
after you do one of the following: install or upgrade process, follow these steps:
• Attempt to reinstall SQL Server software because it 1. Back up all archive databases and back up the historical
appears to be damaged. databases: JCIAuditTrails, JCIEvents, JCIHistorianDB,
• Upgrade from a older version of SQL Server Express JCIItemAnnotation, and MetasysReporting.
software to a newer version of SQL Server Express 2. Uninstall the SCT and ADS/ADX software using Add/Remove
software outside the regular upgrade process. Programs or Uninstall a Program.
3. Reinstall or upgrade SQL Server software as you intended.
4. Reinstall the ADS/ADX and SCT.
5. Restore the archive databases and the historical databases:
JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.
If you have already changed SQL Server software without
uninstalling the ADS/ADX/SCT, follow these steps:
1. Back up all archive databases and back up the historical
databases: JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.
2. Uninstall the ADS/ADX and SCT software using Add/Remove
Programs or Uninstall a Program.
3. Reinstall the ADS/ADX and SCT.
4. Restore the archive databases and the historical databases:
JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.
After you uninstall the ADS/ADX or SCT software, the This is expected behavior.
MSEA-SSO user group remains on the computer.
The MSEA-SSO user group is created for use with Microsoft
Active Directory service. The MSEA-SSO group remains in case
you are performing an upgrade or reinstallation. If you want to
remove this user group, you must do so manually.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 485
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
After upgrading to a newer version of SQL Server, ADS/ADX To correctly change your SQL Server software outside the usual
or SCT no longer starts. install or upgrade process, follow these steps:
1. Back up all archive databases and back up the historical
databases: JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.
2. Uninstall the SCT and ADS/ADX software using Add/Remove
Programs or Uninstall a Program.
3. Reinstall or upgrade SQL Server software as you intended.
4. Reinstall the SCT and ADS/ADX.
5. Restore the archive databases and the historical databases:
JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.
If you have already changed SQL Server software without
uninstalling the SCT/ADS/ADX, follow these steps:
1. Back up all archive databases and back up the historical
databases: JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.
2. Uninstall the SCT and ADS/ADX software using Add/Remove
Programs or Uninstall a Program.
3. Uninstall the SQL Server software.
4. Using Windows Explorer, browse to C:\Inetpub\wwwroot and
delete the MetasysIII folder.
5. Browse to C:\WINDOWS\inf\009 and C:\WINDOWS\inf\inc
and delete the MSSQLServer folder in each one.
6. Install SQL Server software.
7. Reinstall the SCT and ADS/ADX.
8. Restore the archive databases and the historical databases:
JCIAuditTrails, JCIEvents, JCIHistorianDB,
JCIItemAnnotation, and MetasysReporting.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 486
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
(Continued) After upgrading to a newer version of SQL Server, You may see this behavior after a normal installation or upgrade
ADS/ADX or SCT no longer starts. of your SQL Server software.
Note: If you are running the Windows 8.1, Windows 8, Windows
7, Windows Server 2012 R2, Windows Server 2012,
Windows Server 2008 R2, or Windows Server 2008, the
correct version of ASP.NET is installed. This
troubleshooting procedure does not apply.
To resolve this problem, configure Internet Information Services
(IIS) to use version 2.0 of ASP.NET version 2.0 by default by
following these steps:
1. In Control Panel, select Administrative Tools > Internet
Information Services (IIS).
2. In the left pane, browse to the local computer > Web Sites.
3. Right-click Default Web Site and select Properties.
4. On the ASP.NET tab, check that the ASP.NET version is
2.0.xxx.
Figure 352: Default Web Site Properties

5. Click OK and close all windows. The ADS/ADX and SCT

software should run normally.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 487
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
If you upgrade your SQL Server software without upgrading This problem occurs because internal passwords used by
the rest of your system, the SCT UI appears blank. Metasys® software and SQL Server 2008/SQL Server 2008
Express software are case sensitive.
The symptom applies to upgrades from MSDE 2000 software
to SQL Server 2008 Express SP3 software and to upgrades To work around this problem:
from SQL Server 2000 software to SQL Server 2008 SP3 1. Log out of SCT.
software. 2. On the Start menu, select Run. If Run is not available, hold
down the Windows key and press R. The Run dialog box
appears.
3. Type cmd and click OK. A command prompt window appears.
4. Type:
osql -E -S "(local)" -n -b -d "master" -Q "sp_password null,
'metasys-sct', 'g3-sct'"
If you are not using MSSQLSERVER as the instance name,
substitute your instance name for local in this string.
5. Press Enter.
6. Password changed appears when the problem is resolved.
7. At the prompt, type exit and press Enter.
8. Log in to SCT again.
Note: The user names and passwords you use to log in to
Metasys software and SQL server software are not
affected by this procedure.
If you back up a database using a newer version of SQL Server After you convert databases created with MSDE 2000 software
software, you cannot restore the database on a system using or SQL Server 2000 software to a newer version of SQL Server
any older version of SQL Server software. software, you cannot go back to the older format. Two SQL Server
software formats cannot coexist on the same computer.
If you have some customers who use the older version of SQL
software and some customers who use the newer version of SQL
software, you must maintain the SQL software versions on
separate computers. You can work around this issue by
downloading from a system running a newer version of SQL
Server software and then uploading the archive into a system
running an older version of SQL Server software.
Advanced Installation Management (AIM) or QuickLIT do not Due to the version of SQL Server software used by these
seem to work properly with SQL Server 2008 Express SP3 programs, we do not recommend installing them on a computer
software. that contains SQL Server 2008 SP3 software.
During an installation or upgrade of SQL Server Express, you To resolve this error:
may see a reference to a file named sqlncli.msi or the following 1. Cancel the installation or upgrade.
error message: 2. In Control Panel, go to Add or Remove Programs.
An installation package for the product 3. Select Microsoft SQL Server Native Client.
Microsoft SQL Native Client cannot be found. 4. Click Remove and follow the instructions.
5. Attempt the installation or upgrade again. You may see slightly
different screens during the installation or upgrade after you
remove the native client.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 488
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The ADS, ADX, or SCT does not start. Follow these steps to verify the correct SQL Server software
protocols are enabled:
1. Start SQL Server Configuration Manager.
2. Expand SQL Server Network Configuration.
3. Select Protocols for MSSQLSERVER (or other instance
name).
4. In the list of protocols, make sure Named Pipes and TCP/IP
are enabled. If Named Pipes and TCP/IP are not enabled,
open each and enable them.
Figure 353: Correct Default Web Site Properties

5. Close SQL Server Configuration Manager.

6. Restart your computer.
The following error appears when you try to log in to the If this server is an MVE ADX, SSO is not available for the ADX
ADS/ADX or SCT: UI (per design).
Unable to Authorize Active Directory User. Or, the user may have recently changed the password of their
Active Directory domain account, their account is locked out, or
their account does not have sufficient privileges. To workaround
this problem, follow these steps:
1. Log in to the Site Management Portal UI and select Tools >
Administrator.
2. Select Active Directory > Configure.
3. Select the user’s account and click Edit.
4. Change the password to match the user’s new AD password.
5. Click Save.
To permanently solve this problem, to use a dedicated Active
Directory account that has the password set to never expire as
the Active Directory Service Account. (For details, refer to the
Security Administrator System Technical Bulletin [LIT-1201528]).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 489
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The following error appears when you try to log in to the Solution 1:
ADS/ADX/SCT:
The Internet Explorer web browser proxy setting is set to bypass
Error: Unable to Login. Unexpected Error. the proxy server for local addresses. To resolve this problem,
start the browser and select Tools > Internet Options. Click the
Connections tab, then LAN Settings. On the Local Area Network
Settings window, select Automatically Detect Settings and
select Use automatic configuration script. Type the address
of the proxy server. Then, clear both check boxes under the Proxy
server section. Relaunch the browser.
Solution 2:
The URL of the ADS/ADX/SCT you entered included a space.
Remove the space and reload the page.
Solution 3:
The Launcher is configured to use a proxy server, even though
the network does not require a proxy server. Open the Launcher
and click the Network Settings button. On the Network Settings
window, select Use browser settings.
Solution 4:
Microsoft SQL Server is not running. Start the SQL Server service
with the SQL Server Configuration Manager.
Solution 5:
SQL Server is missing from the computer’s Path variable. To
resolve this problem, follow these steps:
1. Select Settings > Control Panel > System.
2. Click the Advanced tab, then click Environment Variables
button.
3. Under System Variables, double-click on the Path entry.
4. On Edit System Variable window, make sure the SQL path
is present somewhere within the variable value string. The
path should be the following for SQL Server 2008 software:
;C:\Program Files\Microsoft SQL
Server\MSSQL10.MSSQLSERVER\MSSQL\Binn.
For SQL Server 2008 R2 software, the path should be:
;C:\Program Files\Microsoft SQL
Server\MSSQL10_50.MSSQLSERVER\MSSQL\Binn.
For SQL Server 2012 software, the path should be:
;C:\Program Files\Microsoft SQL
Server\MSSQL11.MSSQLSERVER\MSSQL\Binn.
5. If the path is not present, add it using a semicolon (;) at the
start of the string as a separator.
Solution 6:
The computer contains files from an earlier operating system or
from an earlier version of Metasys software that are conflicting
with the updated software. Verify that a folder with an older OS
does not exist on the hard disk (for example, WINDOWS.OLD).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 490
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
(Continued) The following error appears when you try to log Solution 7:
in to the ADS/ADX/SCT:
SCT has become corrupted and access to the Metasys system
Error: Unable to Login. Unexpected Error. folder is broken. To resolve this problem, uninstall SCT then
reinstall it.
Solution 8:
The computer is using an older version of the Internet Explorer
web browser. Upgrade the browser to version 8, 9, 10, or 11.
The following message box appears within the Windows To avoid the Intranet Settings Turned Off dialog box, open
Internet Explorer browser window when you try to launch the Windows Internet Explorer and click to clear the Automatically
SMP UI or SCT: detect intranet network check box in Tools > Internet Options
> Security > Local Intranet > Sites. Select the lower three options.
Figure 354: Intranet Settings Turned Off
Figure 355: Intranet Settings

When you are installing or uninstalling SCT software, a Files The Files in Use dialog box appears because InstallShield could
in Use dialog box appears that states some files currently in not stop the Metasys III Action Queue service programmatically.
use must be updated.
Click OK to continue. Restart the computer after the SCT installs
Figure 356: Files in Use Dialog Box or uninstalls successfully.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 491
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
When you are installing or uninstalling SCT software, a dialog The SCT Installer Information dialog box appears because
box appears that states some applications could not be closed InstallShield could not close some applications that should be
automatically. closed during installation.
Figure 357: Unable to Close Applications Click OK to continue.

You change the default language of the SCT, but when you To resolve this problem:
log in, you do not see the new default language. 1. In Control Panel, select Administrative Tools > Services.
2. Right-click IIS Admin and select Stop.
3. In Windows Explorer, browse to
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\
Temporary ASP.NET Files\sct
4. Delete the files in the sct folder.
5. In the Services window, right-click IIS Admin and select Start.
6. Close all windows and log in again.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 492
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 110: Troubleshooting
Problem Solution
The following error message appears when you are trying to This error appears if the BUILTIN/Administrators login is missing
install SCT software: from SQL Server software when you are installing the SCT. A
step in the SQL Server installation instructions direct you to add
Figure 358: SCT Install Setup Error
this user, but if this step was skipped, installing some Metasys
system software products may fail. To resolve this issue, add the
BUILTIN/Administrators login manually and drop the XMS
database by following these steps:
1. Start SQL Server Management Studio and log in with sa user
credentials.
2. Expand the server, then expand the Security folder.
3. Right-click the Logins folder and select New Login.
4. On the General page, type BUILTIN\Administrators into the
Login Name box with Windows authentication selected.
5. Click OK to add the user. The Logins list is updated to reflect
the new user.
6. Locate the XMS database and right click and delete the XMS
database.
7. Close all windows and try to install the SCT software again.
The following error message appears when you are trying to This error appears if the BUILTIN/Administrators group is missing
install SCT software: from SQL Server software when you are installing the
SCTsoftware. To resolve this issue, follow these steps:
Figure 359: SCT Install Setup Error
1. Start SQL Server Management Studio and log in with sa user
credentials.
2. Expand the server, then expand the Security folder.
3. Right-click the Logins folder and select New Login. On the
General page, type BUILTIN\Administrators into the Login Name
box with Windows authentication selected.
4. Click OK to add the user. The Logins list is updated to reflect
the new user.
5. Close all windows and try to install the SCT software again.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 493
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Special Scenarios
Adding MVE to an ADS/ADX
Important: After installing or upgrading an ADS or ADX, you can add support for MVE if you have: (1) the MVE
product CD; (2) an ADX or ADX that was upgraded from an ADS; and (3) a supported OS and SQL
Server version. After you install an ADX without MVE, you can go back and add support for MVE using
the steps in this section. If you want to add MVE to an existing ADS, you need to first upgrade to an
ADX, then add the MVE software.

You must purchase MVE using regular sales channels.

• To add MVE to an existing ADS:
1. Upgrade to an ADX. For instructions, see Appendix: Upgrading from an ADS to an ADX.
2. Install the MVE software using the MVE product CD. See MVE Software.
• To add MVE to an existing ADX, install the MVE software using the MVE product CD. See MVE Software.

Adding the Metasys Advanced Reporting System to an Existing ADS/ADX

Note: When you install or upgrade an ADS or ADX computer, you can add support for the Metasys Advanced
Reporting System during the normal installation sequence if you have an ADX (or an ADX that was upgraded
from an ADS) and SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008 R2 SP2 software with SQL
Server Reporting Services. After you install an ADX without the Metasys Advanced Reporting System, you
cannot go back and add support for the Metasys Advanced Reporting System without reinstalling the ADX
software.

When in doubt, upgrade your entire system and add SQL Server 2014, SQL Server 2012 SP2, or SQL Server 2008
R2 SP2 software with SQL Server Reporting Services and an ADX that supports the Metasys Advanced Reporting
System. For instructions, see Appendix: Upgrading from an ADS to an ADX.
To add the Metasys Advanced Reporting System to an ADS or ADX:
• For an ADS, upgrade to an ADX and select the Metasys Advanced Reporting System option during installation.
You can use SQL Server 2014 with Reporting Services, SQL Server 2012 SP2 with Reporting Services, or SQL
Server 2008 R2 SP2 with Reporting Services. For instructions, see Appendix: Upgrading from an ADS to an
ADX.
• For an ADX:
- If you are using any version of SQL Server software without SQL Server Reporting Services:
1. Back up all archive databases and all historical databases: JCIAuditTrails, JCIEvents, JCIHistorianDB,
and JCIItemAnnotation.
2. Uninstall the ADX software using Add/Remove Programs or Uninstall a Program. Do not retain the Metasys
databases.
3. Uninstall SQL Server software, restart the computer, then reinstall SQL Server software including the
supported service pack, making sure you add the Reporting Services component.
4. Install the ADX software with Metasys Advanced Reporting System support.
5. Restore all archive databases and historical databases.
- If you are using SQL Server 2014 with Reporting Services, SQL Server 2012 SP2 with Reporting Services,
or SQL Server 2008 R2 SP2 with Reporting Services, uninstall the ADX software using Add/Remove Programs
or Uninstall a Program (retaining the databases), then reinstall the ADX software with Metasys Advanced
Reporting System support. If you have a split ADX, make sure you have the SQL Server software components
installed correctly on all computers. The SCT database can use SQL Server 2014, SQL Server 2014 Express,
SQL Server 2012 SP2, SQL Server 2012 Express SP2, SQL Server 2008 R2 SP2, or SQL Server 2008
Express R2 SP2 software.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 494
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

For steps to install the ADX for Metasys Advanced Reporting System support, see Installing and Upgrading the ADS
and ADX Software.

Changing the Database Referenced by the Metasys Advanced Reporting

System
To change the database referenced by the Metasys Advanced Reporting System after you install it, refer to the
ADS/ADX Commissioning Guide (LIT-1201645).

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : General Information and Troubleshooting 495
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Metasys Advanced Reporting System Troubleshooting

Note: For general ADS, ADX and SCT installation troubleshooting information, close this wizard window and see
General Troubleshooting.
For additional troubleshooting information related to SQL Server Reporting Services, go to
http://msdn.microsoft.com/en-us/library/ms159135.aspx.
Table 111: Metasys Advanced Reporting System Troubleshooting
Problem Solution
The Trend Summary and Alarm Summary reports do not This problem occurs when the SCT computer is inaccessible to the
function properly. reporting system ADX and the cache cannot refresh. This problem
may occur when the SCT computer is offline, in a sleep or hibernation
state, or the network card is using the power saving option.
To prevent this problem, make sure to set the power options for the
SCT computer are properly set. See:
Windows 8.1: Computer Power Options
Windows 8: Computer Power Options
Windows 7: Computer Power Options
Windows Server 2012 R2: Computer Power Options
Windows Server 2012: Computer Power Options
Windows Server 2008 R2: Computer Power Options
Windows Server 2008: Computer Power Options
When you are trying to print a report with the Metasys These errors only apply to SQL Server 2008 software. The first error
Advanced Reporting system, this error occurs: occurs if you have not installed the Microsoft Report Viewer 2010
Redistributable package. The installation file is located on the
Unable to load client print control.
ADS/ADX and SCT media, and should be applied if you are using
Then when trying to install the required ActiveX control, any edition of SQL Server 2008 software. For details, refer to the
this error occurs: Installing Microsoft Report Viewer 2010 Redistributable Package
section for your particular version of SQL Server software.
An error occurred during this operation
The second error appears after the first error if you are using a
Windows 8.1, Windows 8, or Windows 7 client to browse to the ADS
or ADX, and you did not use the Run as Administrator option when
you started the browser. Start the browser again using the Run as
Administrator option to allow the ActiveX control to install. You only
need to perform this step once. After the component is installed,
launch the browser using the normal startup process.
One of the following messages appears when you are Note: Make sure you are verifying SQL Server Reporting Services
browsing to http://localhost/reportserver OR on the correct computer. In a split ADX, this computer is the
http://localhost/reports: web/application server computer.
Cannot find the server or DNS error Start the Reporting Services Configuration Manager by selecting
Start > All Programs > Microsoft SQL Server 2008 (or Microsoft SQL
The page cannot be found
Server 2008 R2) > Configuration Tools > Reporting Services
Note: If you are using a SQL Server named instance Configuration Manager. If you have Windows 8.1, Windows 8,
other than MSSQLSERVER, the web address Windows Server 2012 R2, or Windows Server 2012, click the
includes the suffix _instancename, where Reporting Services Configuration Manager tile on the Start screen.
instancename is the SQL Server instance name. Verify that each component is configured properly. For details, see
For example: Configuring SQL Server Reporting Services.
http://localhost/ReportServer?ThisInstance
http://localhost/ReportServer_ThisInstance
When you access the reporting system as a non-English This problem occurs when you do not download the appropriate
user, the content appears in the correct language, but the language support files or restart the appropriate services after the
language is incorrect in the main Toolbar, Report Toolbar, download. See SQL Server Reporting Services Language Support
and Report is being generated message that appears in for the Metasys Advanced Reporting System
the Report screen.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Metasys Advanced Reporting System 496
Troubleshooting
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 111: Metasys Advanced Reporting System Troubleshooting
Problem Solution
You receive a The report server is not responding Note: Make sure you are verifying SQL Server Reporting Services
message when you attempt to verify that SQL Server on the correct computer. In a split ADX, this computer is
Reporting Services is running by browsing to one of the the web/application server computer.
following URLs:
Start the Reporting Services Configuration Manager by selecting
http://localhost/reportserver Start > All Programs > Microsoft SQL Server 2008 (or Microsoft SQL
Server 2008 R2) > Configuration Tools > Reporting Services
http://localhost/reports
Configuration Manager. If you have Windows 8.1, Windows 8,
Note: If you are using a SQL Server named instance Windows Server 2012 R2, or Windows Server 2012, click the
other than MSSQLSERVER, the web address Reporting Services Configuration Manager tile on the Start screen.
includes the suffix _instancename, where Verify that each component is configured properly. For details, see
instancename is the SQL Server instance name. Configuring SQL Server Reporting Services.
For example:
http://localhost/ReportServer$ThisInstance or
http://localhost/ReportServer_ThisInstance.
When you attempt to verify that SQL Server Reporting This error occurs only in SQL Server Reporting Services. To resolve,
Services is running, you see this message (where 20xx is follow these steps:
2008 or 2012): 1. If you have Windows Server 2008, in Control Panel, select
System and Maintenance > Administrative Tools > Computer
<SQL Server 20xx error text>Service
Management. If you have Windows Server 2012 R2, Windows
unavailable:
Server 2012, or Windows Server 2008 R2, in Control Panel,
http error 503, the service is unavailable select > System and Security > Administrative Tools > Computer
Management. The Computer Management window appears.
2. In the left pane, expand Local Users and Groups. Select Groups.
3. Under Group names, double-click the
SQLServerReportServerUser group.
4. Add the SERVICE and NETWORK SERVICE user accounts to
this group. When added, they appear as NT
AUTHORITY\SERVICE and NT AUTHORITY\NETWORK
SERVICE.
5. Restart Reporting Services using the Reporting Services
Configuration Manager.
When you attempt to verify that SQL Server Reporting Enhanced security in the browser is preventing you from loading the
Services is running, you are presented with a Windows page. Run the Internet Explorer web browser as an administrator
Security login prompt (Figure 360), at which you must enter (right-click the icon, select Run as or Run as Administrator). Then,
a user name and password to continue. try to load the Reporting Services page.
Figure 360: Windows Security Login Prompt If the Reporting Services page still does not appear, log in to the
operating system with the Administrator account and run the
Internet Explorer web browser as an administrator. When the
Windows Security login prompt appears, enter Administrator as the
user name and the Administrator's password. Wait for the Reporting
Services page to appear.
Lastly, turn off IE Enhanced Security for the server operating system
by following these steps:.
1. Start Server Manager.
2. On the Server Manager window, click Local Server.
3. In the right column, set the parameter IE Enhanced Security
Configuration to Off.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Metasys Advanced Reporting System 497
Troubleshooting
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 111: Metasys Advanced Reporting System Troubleshooting
Problem Solution
When you attempt to verify that SQL Server Reporting The Reporting Services log file contains the error No DSN present
Services is running, you see this message: in configuration file. A database connection to Reporting Services
has not been created. Start the Reporting Services Configuration
The report server has encountered a
Manager by selecting Start > All Programs > Microsoft SQL Server
configuration error.
2008 (or Microsoft SQL Server 2008 R2) > Configuration Tools >
(rsServerConfigurationError) Reporting Services Configuration Manager. If you have Windows
8.1, Windows 8, Windows Server 2012 R2, or Windows Server 2012,
click the Reporting Services Configuration Manager tile on the Start
screen. Follow Step 5 through Step 9 in Configuring SQL Server
Reporting Services.
When you attempt to verify that SQL Server Reporting Enhanced security in the browser is preventing you from loading the
Services is running, a scripting error occurs. page. Add the computer as a trusted site. For example, if the
computer is called ADX-01, add http://ADX-01 to the list of trusted
sites under security options for the browser.
Alternatively, turn off IE Enhanced Security for the server operating
system by following these steps:.
1. Start Server Manager.
2. On the Server Manager window, click Local Server.
3. In the right column, set the parameter IE Enhanced Security
Configuration to Off.
You configured SQL Server Reporting Services, but you Make sure you are verifying SQL Server Reporting Services on the
cannot connect to http://localhost/reportserver or correct computer. In a split ADX, this computer is the web/application
http://localhost/reports. server computer.
Note: If you are using a SQL Server named instance
Also, on a split ADX, the Reporting Services Database Setup/
other than MSSQLSERVER, the web address
Database Connection has not been configured properly. To resolve
includes the suffix _instancename, where
this problem, go back to the correct set of wizard overview steps.
instancename is the SQL Server instance name.
See Configuring SQL Server Reporting Services for the Metasys
For example:
Advanced Reporting System
http://localhost/ReportServer$ThisInstance or
http://localhost/ReportServer_ThisInstance. Errors still exist in the Reporting Services Configuration Manager.
To resolve this problem, go back to the correct set of wizard overview
steps. See Configuring SQL Server Reporting Services for the
Metasys Advanced Reporting System
When you have the Reporting Configuration Manager open The backup encryption key is not used by Metasys software.
for SQL Server software, and make a change under Service However, to satisfy Reporting Services configuration, click the browse
Manager, a Backup Encryption Key dialog box appears button (...), specify a file name for the encryption key, and click OK.
(Figure 361). Specify a password for the file and click OK.
Figure 361: Backup Encryption Key Dialog

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Metasys Advanced Reporting System 498
Troubleshooting
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 111: Metasys Advanced Reporting System Troubleshooting
Problem Solution
The following errors appear in the Event Viewer log: The Reporting Service is attempting to connect to the Metasys
databases before the databases have completed their startup
Report Server Windows Service <SQL Server
sequence. Wait 5 to 10 minutes, then verify that Reporting Services
instance> cannot connect to the report
has recovered by starting the Internet Explorer web browser and
server database. browsing to http://localhost/reportserver.
There was an error starting the Security
Authentication/Authorization subsystem. The
following database is not functioning
properly due to a database error:
MetasysIII.
You are installing SQL Server software with Reporting This problem may occur when SQL Server software is already
Services, but the Install the native mode default installed on the ADX and you install the software again to add
configuration option is unavailable (Figure 362). Reporting Services.
Figure 362: Cannot Install Default Configuration: SQL To resolve this problem, follow these steps:
Server 2008 1. Complete the installation.
2. Configure Reporting Services manually. See Configuring SQL
Server Reporting Services.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Metasys Advanced Reporting System 499
Troubleshooting
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Table 111: Metasys Advanced Reporting System Troubleshooting
Problem Solution
When you log in to the Metasys Advanced Reporting This behavior may occur if you did not add a Site object to the SCT
System for the first time, you see an error message in red archive before you installed the ADX.
text above the Report Selection area (Figure 363).
To resolve this problem:
Figure 363: Unable to Load Object Selection Tree Error 1. Log out of the Metasys Advanced Reporting System UI.
2. Open the SCT archive used by the Metasys Advanced Reporting
System.
3. Add a Site object to the archive.
4. Log out of the SCT UI.
5. Log in to the Metasys Advanced Reporting System UI.
This behavior may occur if you did not upgrade your SCT archive
before you upgraded the ADX.
To resolve this problem:
1. Uninstall the ADX software using Add/Remove Programs.
2. Upgrade the archive.
3. Reinstall the ADX.
Also, with a split ADX only, this behavior may occur if you did not
configure the Distribute Transaction Coordinator Service.
To resolve this problem:
1. Go back to the wizard overview steps.
2. For both the SCT computer and Web/Application server
computer, see Configuring the SCT and Split ADX for the
Metasys Advanced Reporting System.
For more information, open the Windows Event Viewer and check
for errors in the ADSADX Log.
When attempting to run a report, Metasys Advanced To prevent this problem, ensure you install the Microsoft and Metasys
Reporting System does not generate reports. An exception software components in the correct order.
error is logged in the error log.
If you install the Microsoft web components and add an SSL
certificate before installing the SQL Server Reporting Services
(SSRS) component, the SSRS component requires a manual edit
to its configuration file in order to function. The SSRS configuration
wizard cannot make the correction to the configuration file.
To manually edit the configuration file:
1. Go to C:\Program Files\Microsoft SQL
Server\MSRS10_50.MSSQLSERVER\Reporting
Services\ReportServer and locate the error log file.
Note: The MSRS10_50.MSSQLSERVER directory name listed
in Step 1 is dependent on the SQL Server version and
install options.
2. In the error log file, find the following line:
<Add Key="SecureConnectionLevel" Value="2"/>
3. Change the line to:
<Add Key="SecureConnectionLevel" Value="0"/>
4. Save the log file.

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard : Metasys Advanced Reporting System 500
Troubleshooting
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

Installation..................................................................10
Index Prerequisities........................................................10
.NET Framework 3.5.1..............................................245 Installation checklist....................................................10
A Installing......................13–15, 17–21, 23, 25, 28, 31, 34
Administrator Privileges............196, 228, 258, 287, 313 ADS and SCT, Different Computers....................15
ADS UI Launch..........................................................411 ADS and SCT, Same Computer..........................14
ADS/ADX..................................................................475 ADS and Unified SCT with Metasys Advanced
Troubleshooting..................................................475 Reporting..............................................................17
ADS/ADX Install........................................................398 SCT and Split ADX...............................................34
ADS/ADX Installation Steps......................................400 SCT and Split ADX with Metasys Advanced
ADS/ADX Launching................................................411 Reporting, Different Computers............................25
ADS/ADX Licensing..................................................410 SCT and Split ADX with MVE..............................28
ADS/ADX Uninstall....................................................379 SCT and Split ADX with MVE and Metasys Advanced
ADS/ADX Upgrade Steps........................................400 Reporting..............................................................31
ADX Dataserver Login..............................................405 SCT and Unified ADS with MVE..........................18
ADX UI Launch........................................................413 SCT and Unified ADX with MVE and Metasys
Apple Safari..............................................................293 Advanced Reporting............................................19
ASP.NET...................208, 210, 214, 240, 269, 299, 319 SCT and Unified ADX with MVE, Different
B Computers............................................................21
BasicSysAgent User................................................471 SCT and Unified ADX, Different Computers........23
Browser....................................................234, 293, 316 SCT and Unified ADX, Same Computer..............20
C Standalone SCT..................................................13
C2 Audit for SQL Server..........................................408 Internet Explorer........................................234, 293, 316
Checklist................................................................10, 38 L
Installation............................................................10 Launcher..................................................................394
Upgrade................................................................38 Launching ADS/ADX................................................411
Computer Locale......................205, 236, 265, 295, 317 Licensing..................................................................410
Computer Name........................207, 239, 267, 297, 318 M
Computer Power Options..................203, 235, 294, 316 McAfee......................................................................430
D Message Queue, Clearing Out..................................379
Data Preservation....................................................449 Message Queuing.....................................................301
Desktop Experience..................................................255 Metasys Advanced Reporting...................................496
Disable Network Card...............202, 234, 264, 293, 315 Troubleshooting..................................................496
Distributed Transaction Coordinator........................366 Metasys Advanced Reporting System......................494
DST Update..............................217, 247, 277, 304, 325 Metasys Advanced Reporting UI Launch..................413
F Metasys Passwords..................................................471
File Sharing..............................201, 233, 263, 292, 314 Metasys Users..........................................................471
Firewall......................................218, 248, 278, 305, 326 MetasysSysAgent User............................................471
G Microsoft Report Viewer 2010..................................353
Google Chrome........................................234, 293, 316 Microsoft Report Viewer 2012..................................352
H Microsoft Silverlight..................................................410
Hidden Files and Folders..........197, 229, 259, 288, 314 Mozilla Firefox..........................................234, 293, 316
Hosts File..........................................201, 232, 262, 291 MSMQ......................................210, 214, 243, 300, 321
HTTP Activation................................................301, 321 MVE Software..........................................414–416, 494
I Installing..............................................................414
IIS 7.0........................................................................319 Launching..........................................................416
IIS 7.5................................................................240, 299 Uninstalling........................................................415
IIS 8.0................................................208, 210, 214, 269 O
In-Place Upgrade......................................................449 Out-of-Place Upgrade..............................................452

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard 501
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.

P Uninstall ADS/ADX Steps........................................382

Prerequisities............................................................466 Uninstall SCT............................................................376
Printer Sharing..........................201, 233, 263, 292, 314 Uninstall SCT Steps..................................................376
R Upgrade......................................................................38
Recommendations......................................................12 Prerequisities........................................................38
Report Manager URL................................................420 Upgrade checklist........................................................38
Report Server Window..............................................419 Upgrading.40, 42, 45, 49, 52, 55, 58, 61, 66, 70, 76, 81, 87, 434, 447
Report Viewer 2010..................................................353 ADS and SCT, Different Computers....................45
Installing for SQL Server 2008 R2......................353 ADS to ADX........................................................447
Report Viewer 2012..................................................352 SCT and ADS, Same Computer..........................42
Installing for SQL Server 2012..........................352 SCT and Split ADX...............................................87
Reporting Services....................................................416 SCT and Split ADX with Metasys Advanced
Repository Selections..............................................407 Reporting, Different Computers............................70
S SCT and Split ADX with MVE..............................76
SCT...........................................................386, 388, 475 SCT and Split ADX with MVE and Metasys Advanced
Installation Notes................................................386 Reporting..............................................................81
Installing..............................................................388 SCT and Unified ADS with Metasys Advanced
Troubleshooting..................................................475 Reporting..............................................................49
SCT Dataserver Login..............................................406 SCT and Unified ADS with MVE, Same
SCT Uninstall............................................................376 Computer..............................................................52
Service Packs..........................................................466 SCT and Unified ADX with MVE and Metasys
Site Director Name....................................................405 Advanced Reporting............................................55
SNMP........................208, 210, 214, 240, 269, 299, 319 SCT and Unified ADX with MVE, Different
Software DVD Layout................................................470 Computers............................................................61
Software Locations....................................................469 SCT and Unified ADX, Different Computers........66
SQL Server...............................354, 356, 364, 372, 416 SCT and Unified ADX, Same Computer..............58
Adding Languages for Advanced Reporting........364 Standalone SCT..................................................40
Adding Reporting Services................................354 Unified ADS/ADX to Split....................................434
Adding Reporting Services User........................354 User Access Control................195, 227, 257, 286, 312
Allow Through Windows Firewall........................372 V
Configuring Reporting Services..........................356 Virus Software..................................................422, 430
Verifying Reporting Services..............................416 W
SQL Server 2008 R2........................................347, 353 Web Browser............................................234, 293, 316
Installing Report Viewer 2010............................353 Web Service URL......................................................418
Updating to SP2..................................................347 Windows 2008..........................................................314
SQL Server 2012......................................................352 File and Printer Sharing......................................314
Installing Report Viewer 2012............................352 Windows
SQL Server 2012 SP1..............................................342 7........226–227, 230, 232–234, 240–241, 243, 245–248
Updating to SP1..................................................342 Adjust Visual Effects..........................................230
SQL Server Software................................................336 Adjusting Hosts File............................................232
Verifying..............................................................336 Configuring Windows Firewall............................248
Symantec Endpoint Protection..................................422 Disable Network Card.........................................234
T Disabling User Access Control..........................227
Test SQL Connections..............................................409 File and Printer Sharing......................................233
Time Server Setup....................................................408 Installing .NET Framework 3.5.1........................246
Troubleshooting................................................475, 496 Installing ASP.NET..............................................241
Advanced Reporting...........................................496 Installing DST Update........................................247
U Installing IIS 7.5..................................................241
Uninstall ADS/ADX....................................................379 Installing Message Queuing..............................243

ADS, ADX, and SCT Installation and Upgrade Instructions Wizard 502
Use this PDF as a printable reference in tandem with the ADS, ADX, and SCT Installation and Upgrade
Instructions Wizard (LIT-12011521). The wizard contains proper sequencing of content and important
information regarding your specific configuration. We do not recommend using this PDF without consulting the
wizard.
Installing SNMP..................................................241 File and Printer Sharing......................................292
Installing SP1......................................................245 Installing .NET Framework 3.5.1........................303
Verifying .NET Framework 3.5.1........................245 Installing ASP.NET..............................................299
Verifying IIS 7.5..................................................240 Installing DST Update........................................304
Verifying Message Queuing................................243 Installing HTTP Activation..................................301
Verifying SP1......................................................245 Installing IIS 7.5..................................................299
Windows 8 or Installing Message Queuing..............................301
8.1.....194–195, 198, 201–202, 208, 210, 214, 217–218 Installing SNMP..................................................299
Adjust Visual Effects..........................................198 Installing SP1......................................................302
Adjusting Hosts File............................................201 Verifying .NET Framework 3.5.1........................303
Configuring Windows Firewall............................218 Verifying ASP.NET..............................................299
Disable Network Card.........................................202 Verifying IIS 7.5..................................................299
Disabling User Account Control..........................195 Verifying Message Queuing................................300
Enabling ASP.NET..............................................217 Verifying SNMP..................................................299
File and Printer Sharing......................................201 Verifying SP1......................................................302
Installing ASP.NET......................................210, 214 Windows Server
Installing DST Update........................................217 2012..........255, 257, 260, 262–264, 269, 272, 276–278
Installing IIS 8.0..........................................210, 214 Adjust Visual Effects..........................................260
Installing MSMQ........................................210, 214 Adjusting Hosts File............................................262
Installing SNMP..........................................210, 214 Configuring Windows Firewall............................278
Verifying ASP.NET..............................................208 Disable Network Card.........................................264
Verifying IIS 8.0..................................................208 Disabling User Account Control..........................257
Verifying SNMP..................................................208 Enabling ASP.NET..............................................276
Windows Server 2008.......312, 315, 319–321, 323–326 File and Printer Sharing......................................263
Configuring Windows Firewall............................326 Installing ASP.NET..............................................272
Disable Network Card.........................................315 Installing DST Update........................................277
Disabling User Access Control..........................312 Installing IIS 8.0..................................................272
Enabling ASP.NET SP1......................................324 Installing IIS 8.5..................................................272
Installing .NET Framework 3.5.1........................324 Installing SNMP..................................................272
Installing ASP.NET..............................................320 Selecting Desktop Experience............................255
Installing DST Update........................................325 Verifying ASP.NET..............................................269
Installing HTTP Activation..................................321 Verifying IIS 8.0..................................................269
Installing IIS 7.0..................................................320 Verifying SNMP..................................................269
Installing Message Queuing..............................321 Windows Server 7....................................................293
Installing SNMP..................................................320 Disable Network Card.........................................293
Installing SP2......................................................324
Verifying .NET Framework 3.5.1........................324
Verifying ASP.NET..............................................319
Verifying HTTP Activation..................................321
Verifying IIS 7.0..................................................319
Verifying Message Queuing................................321
Verifying SNMP..................................................319
Verifying SP2......................................................323
Windows Server 2008
R2..............................285–286, 289, 291–292, 299–305
Adjust Visual Effects..........................................289
Adjusting Hosts File............................................291
Configuring Windows Firewall............................305
Disabling User Account Control..........................286
Enabling ASP.NET..............................................304

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ADS, ADX, and SCT Installation and Upgrade Instructions Wizard 503