This is the top-level checklist for upgrading from EBI R400 SP1 and moving to a new non-redundant server and/or upgrading the Windows operating system. For example, your existing server runs Windows 2000, but your new server runs Windows 2008 Server.
If you are keeping your existing computer (that is, only upgrading the Windows operating system), you should consider adding a new hard drive and using it as the primary disk (on which you install Windows and EBI), and keep the existing hard drive as a backup of the existing EBI server.
Attention Make a photocopy of this checklist so that it is easier to keep track of where you are in the upgrade process.
Prerequisites
• You have read the Known Issues Bulletin and Software Release Bulletin, located on the EBI DVD.
• The EBI R410 DVD.
• The EBI R410 license.
• The server meets the hardware and software requirements.
• You have filled in the System Design form (page 19).
• Disable any anti-virus programs while upgrading EBI.
• If required, you have the Localization toolkit for your language. Localization toolkits are available from your Honeywell Technical Assistance Center.
Preliminary tasks on the new server
Complete the tasks in the following order.
Task Go to: Done?
Create a plan for the upgrade. Use the Upgrading Best Practices product bulletin (available from the HBS Product Technical Support Global Website) and the planning information in this guide to create a plan. If you are also upgrading components from the auxiliary DVD, for example, BNPS, FPS, IPPS, you should read the SRB to understand when you need to incorporate upgrade tasks into this checklist.
page 341
Preliminary tasks on the old (existing) server
Complete the tasks in the following order.
Check the EBI compatibility matrix and verify the new server complies with hardware and software requirements Attention If you do not have the required software
installed, for example, the required version of Internet Explorer, the installation stops and you are required to install the appropriate software before proceeding with the EBI software installation.
Configure the display. page 137
Ensure Internet Explorer 7
Update the server’s hosts file. page 139
If required, install Microsoft Excel. page 142
Protect against viruses. page 146
Install specialized hardware
If required, install a network interface card (network adapter).
page 150
If required, install serial adapters. page 153 If required, install a LonWorks network interface card. page 157 If required, install the card or other devices associated
with the Integrated PhotoID option.
Note: Only install PhotoID hardware on the server if the server used to capture portraits/signatures. (Unless this is a very small system, we recommend that you install PhotoID hardware on a client computer.)
page 247
If required, install software to manage terminal server(s). page 271 Checkpoint
Before you proceed, ensure the operating system, and any software and hardware has been installed correctly.
You must fix any errors before proceeding.
Create a backup using Acronis.
Task Go to: Done?
Task Go to: Done?
Take the access control controllers out of service. This ensures that events are buffered until the upgrade is complete.
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW NON-REDUNDANT SERVER AND/OR OPERATING
Installation and migration tasks on the new server
Complete the tasks in the following order.
If you have any LonWorks point servers, check that the names of the LNS databases comply with the new rules.
page 402
Freeze all changes on the servers.
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the Operators Guide.
Back up the servers.
For details see the “Backing up EBI servers” section in the Backup and Restore Guide.
If required, move the RSLinx activation code from the existing EBI server to the master diskette.
page 222
Unload the existing EBI database. page 206
Run the PrepareDataForUpgrade utility. page 383 If a LonWorks point server is installed on the server, back
up the existing LonWorks point server data.
page 403
If EXCEL 5000 Direct is installed on the server, back up
the existing EXCEL 5000 Direct data. page 408
Task Go to: Done?
Task Go to: Done?
Install EBI. page 367
If you have controllers that communicate with the EBI server via RSLinx, install RSLinx.
page 173
Checkpoint
Before you proceed, check that the EBI software has been installed correctly and thee are no errors. you must fix any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports. page 176 If you have any third-party OPC clients, create an account
for them.
page 181
If required, set up the EBI server as a file server. page 184 Create a full backup using Acronis.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, that are connected to the server.
page 187
If your site implements Windows security policies, install your local policies in the normal manner.
Complete the upgrade
If you have fire points configured, download the points from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from the server folder on the existing EBI server.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
If a LonWorks point server was installed on your old server, restore the backup up LonWorks point server data.
page 404
If you have any LonWorks points servers and have customized the XML templates, reapply the customizations.
page 406
If EXCEL 5000 Direct is installed on your old server, restore the backed up EXCEL 5000 Direct data.
page 409
Return the access control controllers to in-service and check that they communicate without error.
Tip: You should enable one controller at a time because they will send buffered events to the server.
When the access control controller are returned to in-service, a download modified action occurs
automatically. You can cancel the download modified action and perform a download all action when all access control controllers are back in service. It is recommended that you perform the download all action during off-peak times as the procedure may take some time and so that cardholders are not unnecessarily denied access.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an account for third-party OPC clients” on page 181.
Task Go to: Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW NON-REDUNDANT SERVER AND/OR OPERATING
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and keyboard shortcuts” section in the Configuration and Administration Guide
Reapply any customizations to Station’s toolbars For details, see the “Customizing toolbars, menus and keyboard shortcuts” section in the Configuration and Administration Guide.
Reapply any customizations to Station’s configuration file, station.ini.
For details, see the “Station.ini” section in the Configuration and Administration Guide.
Reapply any customizations to Station’s setup file, default.stn.
For details, see the “Station setup files” section in the Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts. page 387
Re-register the EBI servers. page 171
If you have renamed your server computer, you may want to change the server alias.
Tune the performance of the servers. page 431
Task Go to: Done?
Stop
You have completed all tasks.