22/2/23, 13:46 Enterprise Server System Upgrade Workflow
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Product version 2022
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Products: AS-B, Device Administrator, Enterprise Server, License Administrator, License
Server, AS-P, Software Administrator
Functionalities: Upgrade
Product version: 2022, 2023
12/21/2021
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Enterprise Server System Upgrade Workflow
arrow1_rotationPrepare for Upgrade
arrow1_rotationUpgrade the EcoStruxure Building Operation Software
arrow1_rotationUpgrade automation servers
arrow1_rotationReset and Confirm Server Functions
Use this workflow to upgrade an Enterprise Server system. An Enterprise Server system can
include an Enterprise Server, one or more automation servers and WorkStations, and
supporting administrator software, such as Device Administrator.
The workflow applies to a fully supported upgrade path. For more information, see System
Upgrade Overview .
NOTE: If your system contains any MNB BACnet devices make sure to upgrade them.
For more information, see Upgrade to Native MNB BACnet Devices .
Prepare for Upgrade
Prior to upgrading a system, complete the tasks listed in the following flowchart. Related
information can be found in the sections after the flowchart.
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Pre-upgrade flowchart
Stop Reporting Agent Windows service
If you are upgrading WebReports, stop the Reporting Agent Windows service.
Perform a system backup
Perform a new All data backup of the Enterprise Server and the automation servers when
backing up the system.
For more information, see Backing Up EcoStruxure BMS Servers Manually .
For systems that include a Reports Server, back up the WebReports database.
Stop License Server Windows service
Use the Services tool to stop the License Server Windows service. For more information, see
Stopping the License Server .
Upgrade the EcoStruxure Building Operation Software
The following flowchart shows the tasks for upgrading the EcoStruxure Building Operation
software, except automation servers. Related information can be found in the sections after
the flowchart.
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General upgrade flowchart
Upgrade License Server and License Administrator
Upgrade the License Server and License Administrator. For more information, see Upgrading
the License Administrator and the License Server .
Upgrade Device Administrator
Upgrade the Device Administrator. For more information, see Upgrading the Device
Administrator Installation .
Set up a Database Schema in the PostgreSQL Database
If you have an External Log Storage to store records using PostgreSQL and TimescaleDB
you must set up a database schema in the PostgreSQL Database.
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For more information, see Setting up a Database Schema in the PostgreSQL Database .
Upgrade the Enterprise Server database
Install the Enterprise Server and select Upgrade current version to . For more information,
see Upgrading the Enterprise Server .
IMPORTANT: If a newer version of Enterprise Server already is installed, ensure that
the Enterprise Server Windows service of this version is stopped.
TIP: If Device Administrator is running on the same PC as the Enterprise Server, you
can simulate the Enterprise Server upgrade to see if you can fix configuration
issues in the Enterprise Server before you upgrade it. For more information, see
Previewing the Enterprise Server or Enterprise Central Database Upgrade .
NOTE: The Enterprise Server Windows service automatically restarts after the Enterprise
Server upgrade is complete. If the Enterprise Server Windows service does not start
restart the computer.
Install WebStation language pack
If you want to use a language pack in WebStation, install the language pack and change the
language setting in WebStation.
For more information, see Adding a Language in WebStation .
For more information, see Changing the User Regional Settings .
Upgrade WorkStations
Upgrade WorkStation and select the editor tools and language packs you want to upgrade.
For more information, see Upgrading WorkStation and Client Tools Installation .
TIP: Keep one WorkStation at an earlier version corresponding to the EcoStruxure BMS
servers in case you need to make any engineering on the servers.
Upgrade automation servers
The following flowchart shows the tasks for upgrading automation servers. Related
information can be found in the sections after the flowchart.
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Automation server upgrade flowchart
Install certificates
When you upgrade from 2.0 to a higher version, you must install certificates to establish a
trusted chain between the computer running Device Administrator and the Smart X servers.
A trusted chain increases the security of your system and must be used if you use HTTPS.
If you upgrade from 3.0 to a higher versionhigher version and have already established the
trusted chain with certificates, no further action is needed.
For more information, see Device Administrator Certificate Workflow .
For more information, see Automation Server Licensing Overview .
Upgrade the automation server database
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Use the upgraded Device Administrator to upgrade the databases of the automation servers
using the IP network or USB port. For more information, see Uploading and Upgrading an
Automation Server .
Open the Device Administrator upgrade log to get detailed information about the
automation server upgrade process. For more information, see Opening the Upgrade Log .
IMPORTANT: You can postpone the upgrade in the fully supported upgrade path of
some automation servers. For more information, see System Upgrade
Overview .
Open the conversion log and the high priority conversion log
Open the two conversion logs to see warning and error messages that occurred when the
databases were upgraded.
Use Device Administrator to open the conversion log. For more information, see Opening the
Conversion Log .
In Windows, open the high priority conversion log. For more information, see Opening the
High Priority Conversion Log .
Fix configuration issues in automation server
Determine if you can use the converted database for download or if you need to fix
configuration issues in the automation server and perform a new upgrade of the automation
server database.
For more information, see Conversion Logs .
For more information, see Log Entry Interpretation .
Download the upgraded database
When you are comfortable with the content of the high priority conversion log, use Device
Administrator to download the upgraded database to the automation server.
For more information, see Downloading an Upgraded Database to an Automation Server .
Reset and Confirm Server Functions
The following flowchart shows the tasks for confirming the functions of the EcoStruxure
BMS servers. Related information can be found in the sections after the flowchart.
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Verify control and monitoring operations
Use the Software Administrator (or the Services tool) to verify that the Enterprise Server
Windows service is running. For more information, see Starting the Enterprise Server or
Enterprise Central Windows Service .
In WorkStation, verify that the control and monitoring operations of the Enterprise Server are
functioning normally per the guidelines specified for your site.
IMPORTANT: In the Security Certificate Risk dialog box, click Trust certificate to
temporarily trust the certificate and log on to the EcoStruxure BMS
server.
Check for invalid or unresolved bindings for each automation server
In Binding Diagnostics, check for invalid or unresolved bindings. For more information, see
Checking the Status of Bindings .
Replace any invalid or unresolved bindings with new bindings, using the Bindings view. For
more information, see Bindings Management .
NOTE: The system may require 10 to 30 minutes to complete the process of resolving
invalid or unresolved bindings. Wait for this process to finish before editing the
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bindings.
Install and activate certificates
In WorkStation, generate, add, and activate certificates for the EcoStruxure BMS servers.
For more information, see Generating a Certificate .
For more information, see Adding a Certificate .
For more information, see Activating a Certificate .
See Also
System Upgrade Workflows Upgrade to Native MNB BACnet Devices
EcoStruxure Building Operation Software
System Backup
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