Verify and Backup the Existing Installation

Before you proceed with the upgrade you should verify the existing management station installation, verify the integrity of the existing Server project, HDB, remove the licensing dongle and so on.

 

 

Complete the following steps in the same order as listed.

1 – Log on with Administrative Rights

The Windows user performing the installation (using custom, semi-automatic or silent mode) has local administrative rights on the system where the Desigo CC Server, Client or FEP is installed.

If you do not have administrative rights to the system, you can still launch Installer Wizard. However, you must first provide the user credentials of a Windows user account with administrative rights.

For this, you must add a user account to the Administrators group. (see https://technet.microsoft.com/en-us/library/cc772524(v=ws.11).aspx ).

Contact your local IS department to configure a Windows user account with administrative rights.

 

2 – Verify the Integrity of the Existing Server Project

Only server projects can be restored and then upgraded. Client and FEP projects cannot be restored; therefore, they must be deleted. However, if the Client/FEP station you want to upgrade on the same machine, you can perform the in-place Client/FEP project upgrade.

You should verify the following for a project before backing it up.

  1. Open SMC on the Server.
  1. In the SMC tree, select Projects node.
  1. In the Projects tree, select the project that you want to back up.
  1. In the Projects Settings tab, verify the following:
  • Data Version is 2.1 and later.
    NOTE: If the project you want to upgrade is from Version 1.0, you must restore and then upgrade the project in a Version 2.1 environment, and then restore and upgrade the project in Version 4.0.
  • For backing up the project, the project must be Started.

 

3 – Verify the Integrity of the History Database

The History Database (HDB) is available on the Server only. You should verify the following for an HDB before backing it up.

  1. Open SMC on the Server.
  1. In the SMC tree, select History Infrastructure > [SQL Server Name].
  1. Select the HDB instance that you want to back up.
  1. Verify that the HDB that you want to backup is Started.
  1. Open the Task Info expander and verify the following:
  • No pending tasks for HDB.
  • All tasks are successfully executed.

 

4 – Verify the Integrity of the Installed Extensions

Before upgrading, you must verify the extensions configured in the project that you want to back up.

Perform the following steps:

  1. Open SMC.
  1. In the SMC tree, select Projects node.
  1. In the Projects tree, select the project that you want to back up.
  1. In the Projects Settings tab, open the Extension Information expander and verify the following:
  • Check the configured extensions. Ensure that these are available in the latest software distribution.
  • Check if any extension must be removed. Please check the extension help before upgrading the extension.
  • Check if any extension has data that must be backed up.
    For backing up the extension configurations, for example for backing up the Video extension configuration, refer to the extension Help.
  1. Close SMC.

 

5 – Manual Project Backup from the Management Platform

You want to make a manual backup of the project data at regular time intervals from the management platform as automatic data backup is not set up.

  1. In System Browser, select Management View.
  1. Select Project > Management System > Servers > Main Server.
  • The Operation/Extended Operation tab displays the Main Server properties.
  1. (Optional) Modify one or more of the following:
  • In the Backup Destination field, enter a valid destination path and click Apply.
    NOTE: If you enter an invalid path, the backup will fail (Backup Status will display Last Backup Failed).
  • In the Backup Timeout field, enter a value (or use the slider on the left) and click Apply.
    The default value is 20 min. You can modify the timeout value, to the maximum of 120 min.
  • In the Maximum number of stored backups field, enter a value to change the default value of 110 and click Apply.
    NOTE: This setting has a critical impact on the required volume of the storage media.
  • In the Overwrite Backup Folder field, select True or False and click Apply.
    NOTE: By default, this field is set to False. This feature has no impact on the maximum number of stored backups setting.
    True: If this value is set to True then, the backup is created in a folder named Backup and will be overwritten with the next backup execution. It means that the folder Backup always contains the newest project backup that can be used in situations where you need to copy the most recent project backup to an external storage medium. If the Backup folder already exists, it will be renamed at the moment of the next backup process with the time stamp (backup_date and backup_time) available in the Backup_info.ini file of the backup itself. Be aware that for backup_time, UTC time is used.
    False: If this value is set to False, then the backup is created in a new folder having the YYMMDD-hhmm format. The time used is the local time.
  1. Click Start.
  • The backup status displays In Progress; Component for the component currently backed up; Progress displays the backup completion percentage. When the backup completes and it is successful, the backup status changes to Last Backup Succeeded, and indicates the backup date. The project is available on the server at the given destination path.
  • During the backup process the Backup Activity shows the status of Starting, followed by Internal Backup to Data Base Backup along with a progress indication with dotted lines. After the backup the Backup Activity remains empty without indications.
  • Once the backup starts, click Cancel if you want to abort the operation. The backup status changes to Cancelling. When the abort operation completes, the backup status changes to Last Backup Cancelled. The directory created is removed from the Main Server.

Technical Notes

  • If the backup timeout is exceeded, the backup is aborted and its status displays the error Last Backup Failed for Timeout Expiration.
  • If the system crashes during the backup operation, the backup status displays Last Backup Failed, but the directory containing the interrupted backup is not removed. You should remove any failed backup files. See the System Administrator for details.

 

6 – Manual Backup of HDB Data from the Management Platform

You want to make a manual backup of the HDB data at regular time intervals from the management platform as automatic data backup is not set up. For backing up HDB from SMC, see Manual Backup of HDB Data from SMC.

  • Ensure that sufficient storage capacity is available on the backup media. Insufficient storage capacity results in faulty data backup. Prior to starting a backup, check that there is at least 150 GB of available storage.
  • System Manager is in Engineering mode.
  1. In System Browser, select Management View.
  1. Select Project > Management System > Servers > Main Server > History Database > Backup.
  1. Click the Extended Operation tab.
  • The backup function properties display.
  1. (Optional): In the Default Backup File field, enter a new backup file name, including its complete path, and click Apply. Type the path in one of the following two ways:
  • To save locally: [drive]:\[myproject]\Backups\HDB.bak
  • To save on the network: \\[mycomputer]\Backups\HDB.bak
  • NOTE: This also changes the entry Backup file in the Historic Data tab of the System Management Console that is available in the SMC tree under System > History Infrastructure > [SQL Server Name] > [your HDB].
  1. Click Start.
  • The process state goes to Planned during backup. After successful completion of the backup, the display changes to Successfully Completed and also displays the backup date. The Last Backup information displays the backup folder and file name HDB.bak.
Information

NOTE:
After successfully backing up the historical data, copy the HDB.bak file to an external storage medium, such as a server or a DVD. The data can be restored in the event of an error. It is recommended to always retain the last three backups.

 

7 – Exiting the Installed Client Application
  • You want to quit the Desigo CC application.
  • In the Summary bar, select Menu > Exit.
  • You are logged off Desigo CC shuts down. If you were running Desigo CC as a browser-based web client, the logon dialog box displays on the screen.

 

8 – Stop the Server Project and Close SMC
  1. Open SMC.
  1. In the SMC tree, select the Projects node.
  1. In the Projects tree, select the project that you want to stop.
  1. Click the Project Settings tab.
  • Project Settings displays.
  1. Click Stop .
  • A confirmation message displays.
  1. Click OK to stop the started project.
  1. (Recommended) Close SMC.

 

9 – Remove the Licensing Dongle

Perform this step to remove any licensing dongle before installing the Server. Otherwise, when the Installer Wizard requests a restart, the computer may crash.

  1. Open the LMU, and perform a dongle certificate activation. For more information, see LMU help.
  • This generates and activates a dongle certificate license file (.lic file).
  1. Remove any detachable licensing dongle from your computer.
  • You need can now use the dongle along with the .lic file to activate the license.
  1. Restart the computer.