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Version: OpCon 21.0 (On-Prem)

OpCon Server Upgrade

caution

Before beginning the upgrade, complete Getting Started.

In order to complete the upgrade to this release, it is important to complete all of the procedures in this topic from beginning to end.

Upgrade the OpCon Server

To upgrade the OpCon Server, complete the procedures in this section in the following order:

  1. Prepare the Environment
  2. Update the OpCon Server Interactively

Prepare the Environment

To prepare for installing the OpCon Server updates:

Back up the OpCon Database

SMA Technologies strongly recommends backing up the OpCon database before upgrading to the new release.

Locate the Server in Management Studio

On the OpCon Database Server:

  1. Use menu path Start > All Programs > Microsoft SQL Server > SQL Server Management Studio.
  2. On the Connect to Server screen: Select Database Engine in the Server type list box.
  3. Select the [OpCon Database Server] in the Server name list box.
  4. In the Authentication section: Choose your authentication type and provide credentials.
    • Log in as sa if you choose SQL Server Authentication - or -
    • Make sure the Windows User for Authentication has system administration privileges.
  5. Click the Connect button.
  6. In the Microsoft SQL Server Management Studio window: Expand (+) the Databases folder.
  7. Identify the OpCon database.
Back Up the Database
  1. Right-click the OpCon database and choose Tasks > Back Up.
  2. Go to the Source frame.
  3. Confirm the OpCon database is selected and the Backup type is set to Full.
  4. Go to the Backup set frame.
  5. Enter the backup job name in the Name text box.
  6. Go to the Destination frame.
  7. Select the Disk radio button.
  8. Click Add to add the location and name of the backup file if the default destination is not desired. You should see the default directory for SQL backups listed in the Select Backup Destination window.
  9. Enter, in the File name text box, a file name followed by a .bak file extension at the end of the file path. If this is not the desired location, enter the full path and file name followed by a .bak file extension (e.g., D:\MSSQL\Backup\Opconxps.bak).
  10. Click OK to accept the backup (.bak) filename.
  11. Click the Options tab in the Select a page menu.
  12. Go to the Overwrite media frame.
  13. Select the Append to the existing backup set or Overwrite all existing backup sets radio button. Either option is acceptable. The database administrator should make this decision.
  14. Click OK.
  15. When the backup completes successfully, click OK.

Stop Services and Manage Files

Check for Running Jobs on the LSAM

On the SAM application server:

  1. Use menu path: Start > Run.

  2. Enter cmd to open a command window.

  3. Change the directory to the LSAM's directory.

    Example
    cd "c:\program files\opconxps\mslsam"
  4. Enter showrunning.

  5. View the list of pid numbers and command lines of MSLSAM jobs.

  6. If running jobs exist, contact the OpCon administrator to determine if you should:

    • Wait for the processes to end - or -
    • Type kill <pid> to kill the processes. For more information, refer to Kill Command in the Microsoft LSAM online help.
  7. Repeat Steps 4 - 6 until showrunning indicates Jobs Running is 0.

  8. Close ☒ the command window.

Stop the SMA Services
  1. Use menu path: Start > Administrative Tools > Server Manager.
  2. Expand (+) the Configuration option and click Services.
  3. Scroll down to the SMA Services in the Services list.
  4. Click each SMA service and click the Stop (■) button.
Back Up Files

If the StopRepl.cmd or StopRepl_WinAuth.cmd file is in use in the environment to stop replication, back up the files for reference after the upgrade.

On the SAM application server:

  1. Right-click on theStart button and select Explore from the menu.
    note

    On Server 2012, you must right-click on the Start menu (Windows logo) and select File Explorer from the menu.

  2. Browse to the <Configuration Directory>\Utilities\Database\ directory.
  3. Press the Ctrl key on the keyboard then click the StopRepl.cmd file (if in use).
  4. Use menu path: Organize > Cut.
    note

    On Server 2012, you must use menu path: Home > Cut.

  5. Find a location outside of the Database directory.
    note

    The files must be removed from the Database directory to ensure that the new files from the upgrade are installed.

  6. Use menu path: Organize > Paste.
    note

    On Server 2012, you must use menu path: Home > Paste.

    note

    The backed-up copy of the StopRepl.cmd and supporting SQL files can be used as a reference for the correct configuration of the new files after upgrade.

Stop and Disable Replication or Mirroring

Before the OpCon database can be upgraded, replication and mirroring must be disabled. If neither replication nor mirroring are employed in this environment, skip forward to Update the OpCon Server Interactively.

Remove Database Mirroring
note

If mirroring is not in use, skip this section.

Before completing the procedure to remove mirroring, be sure to complete the procedure Modify SMA_DBMirrorRemove.cmd in the Database Information online help.

Execute the Command Scripts to Remove Mirroring
  1. Use menu path: Start > Run.

  2. Enter cmd in the Open text box and click OK.

  3. In the cmd window, change directory to the OpCon database script directory.

    Example
    cd c:\programdata\opconxps\utilities\database
  4. Enter SMA_DBMirrorRemove.cmd.

  5. Read the logs for each of the SQL scripts to verify success.

Remove Database Replication
note

If replication is not in use, skip this section.

If replication is in use, stop replication and disable the OpCon database as a publisher to allow the installation script to drop and recreate tables. No data is lost during conversion. Perform the procedures in this section.

To disable replication for a Push Subscription, refer to the procedure below. To disable replication for a Pull Subscription, refer to Stop Replication with a Pull Subscription.

Stop_Replication_with_a_Push_Subscription

On the Publishing Database Server:

  1. Use menu path: Start > All Programs > Microsoft SQL Server > SQL Server Management Studio.
  2. On the Connect to Server screen: Select Database Engine in the Server type list box.
  3. Select the [OpCon Publishing Server] in the Server name list box.
  4. In the Authentication section, choose your authentication type and provide credentials.
    • Log in as sa if you choose SQL Server Authentication - or -
    • Make sure the Windows User for Authentication has system administration privileges.
  5. Click the Connect button.
  6. Expand (+) the Replication folder in the Object Explorer navigation pane.
  7. Expand (+) the Local Publications folder.
  8. Right-click on the current publication and select Delete.
  9. Click Yes to confirm the deletion.
Stop_Replication_with_a_Pull_Subscription

On the Subscribing Database Server:

  1. Use menu path: Start > All Programs > Microsoft SQL Server > SQL Server Management Studio.
  2. On the Connect to Server screen: Select Database Engine in the Server type list box.
  3. Select the [OpCon Subscribing Server] in the Server name list box.
  4. In the Authentication section, choose your authentication type and provide credentials.
    • Log in as sa if you choose SQL Server Authentication - or -
    • Make sure the Windows User for Authentication has system administration privileges.
  5. Click the Connect button.
  6. Expand (+) the Replication folder in the Object Explorer navigation pane.
  7. Expand (+) the Local Subscriptions folder.
  8. Right-click on the current subscription and select Delete.
  9. Click Yes to confirm the deletion.

On the Publishing Database Server:

  1. Use menu path: Start > All Programs > Microsoft SQL Server > SQL Server Management Studio.
  2. On the Connect to Server screen: Select Database Engine in the Server type list box.
  3. Select the [OpCon Publishing Server] in the Server name list box.
  4. In the Authentication section, choose your authentication type and provide credentials.
    • Log in as sa if you choose SQL Server Authentication - or -
    • Make sure the Windows User for Authentication has system administration privileges.
  5. Click the Connect button.
  6. Expand (+) the Local Publications folder in the Object Explorer navigation pane.
  7. Right-click on the current publication and select Delete.
  8. Click Yes to confirm the deletion.
Disable Replication

If publishing is still set up on the Publishing Database Server, complete the steps in this section to disable publishing.

On the Publishing Database Server:

  1. Use menu path: Start > All Programs > Microsoft SQL Server > SQL Server Management Studio.
  2. On the Connect to Server screen: Select Database Engine in the Server type list box.
  3. Select the [OpCon Publishing Server] in the Server name list box.
  4. In the Authentication section, choose your authentication type and provide credentials.
    • Log in as sa if you choose SQL Server Authentication - or -
    • Make sure the Windows User for Authentication has system administration privileges.
  5. Click the Connect button.
  6. Right-click the Replication folder in the Object Explorer navigation pane and select Disable Publishing and Distribution.
  7. Click Next.
  8. Select the Yes, disable publishing on this server radio button and click Next.
  9. Click Next.
  10. Leave the settings at default and click Next.
  11. Click Finish.
  12. Watch as it processes until it completes successfully and click Close.

Update the OpCon Server Interactively

To update the OpCon server components, perform the procedures in this section.

Install the OpCon Server

note

Upgrades can be considered major or minor depending on the version numbers updated.

Major Upgrade:

Qualifies as an upgrade where the first and/or second number in the version changes, e.g., upgrading from 1.0.0 to 1.1.0 or upgrading from 1.0.0 to 2.0.0, and the package code changes in the installer.

During a major upgrade, if the installer has configuration screens, they will be displayed for any new settings to be set or existing settings to be changed.

All scripts that control file importing, file merging, and updating configuration options will be run.

Minor Upgrade:

Qualifies as an upgrade where only the third number in the version changes, e.g., upgrading from 1.0.0 to 1.0.1 or upgrading from 1.2.3 to 1.2.4, and the package code in the installer does not change.

During a minor upgrade, the installer will display a welcome screen and then immediately proceed to the ready to install screen. No configuration screens will be presented.

All scripts that control file importing, file merging, and updating configuration options are disabled.

note

The SAM installation configures the SMA Service Manager as a stand-alone service. If manual or hot failover is desired, refer to Failover Scenarios in the Database Information online help.

note

When high numbers of LSAMs are in the database, multiple SMANetCom instances can improve performance. To set up multiple SMANetComs, add another section for SMAServMan and give it a unique name. For more information, refer to TLS Security in the Server Programs online help.

On the OpCon Server:

  1. Log in as a Windows user with Local Administrative Rights.
  2. Exit all running applications on the desktop.
  3. If upgrading from a version lower than 20.00, uninstall the SMA OpCon Database Scripts, SMA OpCon SAM, SMA OpCon Solution Manager, and SMA OpCon Documentation components.
    note

    Installation of the SMA OpCon Database Scripts, SMA OpCon SAM, and SMA OpCon Solution Manager components have been consolidated into a single installer. The SMA OpCon Install.exe file installs and configures all three components. SMA OpCon Documentation has been deprecated.

  4. Download the OpCon Web Installer (OWI) zip file from https://github.com/smatechnologies/opcon-web-installer.
  5. Unzip the OpCon Web Installer.zip flie.
  6. Run the OpCon Web Installer.exe file to download and launch the installers for the desired components. SMA OpCon runs before any other component installer, if selected.
  7. Complete the installer wizard for each component you selected in the OWI. For details about the specific installers, refer to Component Installations.