Rap Installation

Ready Access Portal Software
Installation Instructions
Code No. LIT-12011523 Software Release 5.2
Issued May 13, 2011 Supersedes October 4, 2010
Refer to the QuickLIT Web site for the most up-to-date version of this document.
Document Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Related Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Ready Access Portal Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Ready Access Portal Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 System Using the Ready Access Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 System Component Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Site Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Computer Running Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Browser Access Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Computer Browsing to the UI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Handheld Device Browsing to the UI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Platform Recommendations and the Number of Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Ready Access Portal Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 User Navigation Tree Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Site Director Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Security/Network Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Logon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Secure Sockets Layer (SSL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Session Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Script Blocking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Licensing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Installation Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Error Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 During Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Ready Access Portal Software Installation Instructions
Clean Installation Abort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Information for Metasys System Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Tools Function Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Updating the Ready Access Portal UI with Changes from the Site Director . . . . . . . . . . . . . . . . 22
Support for Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Metasys System Administrator Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Forwarding Alarm Messages to the Ready Access Portal UI: ADS/ADX Site Director . . . . . . . . 24 Forwarding Alarm Messages to the Ready Access Portal UI: Engine Site Director . . . . . . . . . . 25 Setting the Dashboard for Tenant Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Overview of Steps to Install Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . 26 Installation on a Computer with No Other Metasys Software . . . . . . . . . . . . . . . . . . . . . . . 26 Installation on a Computer with Other Metasys Software . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Overview of Steps to Upgrade Ready Access Portal Software . . . . . . . . . . . . . . . . . . . 28 Upgrade on a Computer with No Other Metasys Software . . . . . . . . . . . . . . . . . . . . . . . . . 28 Upgrade on a Computer with Other Metasys Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Windows 7 OS (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Verifying Your Computer Has SP1 for Windows 7 OS Installed (!) . . . . . . . . . . . . . . . . 31 Installing SP1 for Windows 7 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Disabling User Account Control (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Verifying Your Computer Has IIS Version 7.5 and ASP.NET Installed for Windows 7 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Installing IIS Version 7.5 and ASP.NET for Windows 7 OS (!) . . . . . . . . . . . . . . . . . . . . 33 Verifying Your Computer Has Message Queuing Service Installed for Windows 7 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Installing and Configuring Message Queuing Service for Windows 7 OS (!) . . . . . . . 36 Verifying Windows Firewall Settings for Windows 7 OS (!). . . . . . . . . . . . . . . . . . . . . . 38 Configuring the Windows Firewall for Windows 7 OS (!). . . . . . . . . . . . . . . . . . . . . . . . 41
Windows XP Professional OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Verifying Your Computer Has IIS Version 5.1 Installed for Windows XP Professional OS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Installing IIS Version 5.1 for Windows XP Professional OS . . . . . . . . . . . . . . . . . . . . . 48
Verifying Your Computer Has Message Queuing Service Installed . . . . . . . . . . . . . . . 48 Installing and Configuring Message Queuing Service for Windows XP Professional OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Verifying Your Computer Has SP3 for Windows XP Professional OS Installed (!) . . . 50 Installing SP3 for Windows XP Professional OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS50 Installing Windows Installer 4.5 for Windows XP Professional OS . . . . . . . . . . . . . . . 51 Configuring the Windows Firewall for Windows XP Professional OS . . . . . . . . . . . . . 51
Windows Server 2008 R2 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Installing Windows Server 2008 R2 OS (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Verifying Your Computer Has IIS Version 7.5 and ASP.NET Installed for Windows Server 2008 R2 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Installing IIS Version 7.5 and ASP.NET for Windows Server 2008 R2 OS (!) . . . . . . . . 58 Verifying Windows Firewall Settings for Windows Server 2008 R2 OS (!) . . . . . . . . . . 59 Configuring the Windows Firewall for Windows Server 2008 R2 OS (!) . . . . . . . . . . . . 61
Windows Server 2008 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Verifying Your Computer Has IIS Version 7.0 and ASP.NET Installed for Windows Server 2008 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Installing IIS Version 7.0 and ASP.NET for Windows Server 2008 OS (!) . . . . . . . . . . . 68 Verifying Your Computer Has HTTP Activation and Message Queuing Installed for Windows Server 2008 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Installing and Configuring HTTP Activation and Message Queuing Service for Windows Server 2008 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Verifying Your Computer Has SP2 for Windows Server 2008 OS Installed . . . . . . . . . 72 Installing SP2 for Windows Server 2008 OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Configuring the Windows Firewall (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Windows Server 2003 R2 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Updating the OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Installing IIS Version 6.0 and ASP.NET for Windows Server 2003 OS . . . . . . . . . . . . . 79 Verifying Your Computer Has IIS Version 6.0 and ASP.NET Installed for Windows Server 2003 OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Verifying Your Computer Has SP2 for Windows Server 2003 R2 OS Installed . . . . . . 80 Installing SP2 for Windows Server 2003 R2 OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Installing Windows Installer 4.5 for Windows Server 2003 R2 OS . . . . . . . . . . . . . . . . 81 Configuring the Windows Firewall for Windows Server 2003 R2 OS (!). . . . . . . . . . . . 82
Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!). . . . . . . . . . . . . . . . . . . . . . 87

Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Installing Microsoft .NET Framework Version 3.5 SP1 (!) . . . . . . . . . . . . . . . . . . . . . . . 88 Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows 7 OS Only) (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Installing Microsoft .NET Framework 3.5.1 (Windows 7 OS Only) (!) . . . . . . . . . . . . . . 89 Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows Server 2008 R2 OS Only) (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Installing Microsoft .NET Framework 3.5.1 (Windows Server 2008 R2 OS Only) (!) . . 91 Enabling ASP.NET (Windows Server 2003 R2 OS Only) (!) . . . . . . . . . . . . . . . . . . . . . . 92 Enabling ASP.NET (Windows Server 2008 OS - Any Edition) (!). . . . . . . . . . . . . . . . . . 93
SQL Server 2008 Express R2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Installing Windows Powershell 1.0 (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Verifying Your Computer Has SQL Server 2008 Express R2 Software Installed (!) . . 96 Installing SQL Server 2008 Express R2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Upgrading MSDE 2000 SP4 to SQL Server 2008 Express R2 Software (!) . . . . . . . . . 107 Upgrading SQL Server 2005 Express SP3 Software to SQL Server 2008 Express R2 Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Upgrading SQL Server 2008 Express SP2 Software to SQL Server 2008 Express R2 Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
SQL Server 2008 Express SP2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Installing Windows Powershell 1.0 (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Verifying Your Computer Has SQL Server 2008 Express SP2 Software Installed (!) 118 Installing SQL Server 2008 Express SP2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . 119 Upgrading MSDE 2000 SP4 to SQL Server 2008 Express SP2 Software (!) . . . . . . . . 129 Upgrading SQL Server 2005 Express SP3 Software to SQL Server 2008 Express SP2 Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
SQL Server 2005 Express SP3 Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Verifying Your Computer Has SQL Server 2005 Express SP3 Software Installed. . . 136 Installing SQL Server 2005 Express SP3 Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Upgrading SQL Server 2005 Express Software to SP3 . . . . . . . . . . . . . . . . . . . . . . . . 146 Upgrading MSDE 2000 SP4 to SQL Server 2005 Express SP3 Software . . . . . . . . . . 151
SQL Server 2008 R2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Verifying Your Computer Has SQL Server 2008 R2 Software Installed (!) . . . . . . . . . 157 Installing SQL Server 2008 R2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 Upgrading SQL Server 2008 SP1 Software to SQL Server 2008 R2 Software (!) . . . . 167
SQL Server 2008 SP1 (64-bit) Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Verifying Your Computer Has SQL Server 2008 SP1 64-Bit Software Installed (!) . . 172 Installing SQL Server 2008 64-Bit Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 Upgrading SQL Server 2008 64-Bit Software to SP1 (!) . . . . . . . . . . . . . . . . . . . . . . . . 182
SQL Server 2008 SP2 (32-Bit) Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Installing Windows Powershell 1.0 for Windows Server 2003 R2 OS . . . . . . . . . . . . . 188 Installing Windows Powershell 1.0 for Windows Server 2008 OS (!) . . . . . . . . . . . . . 189 Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!) . . 190 Installing SQL Server 2008 32-Bit Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 Upgrading SQL Server 2008 32-Bit Software to SP2 (!) . . . . . . . . . . . . . . . . . . . . . . . . 200 Upgrading SQL Server 2000 SP4 Software to SQL Server 2008 32-Bit Software (!) . 203 Upgrading SQL Server 2005 SP3 Software to SQL Server 2008 32-Bit Software (!) . 207
SQL Server 2005 SP3 Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Verifying Your Computer Has Microsoft SQL Server 2005 SP3 Software Installed . 212 Installing SQL Server 2005 Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213 Upgrading SQL Server 2005 Software to SP3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Upgrading SQL Server 2000 SP4 Software to SQL Server 2005 SP3 Software . . . . . 226
Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Uninstalling Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 Removing the SSL Certificate for Ready Access Portal Software (Windows 7 OS, Windows 2008 R2 OS, or Windows Server 2008 OS) . . . . . . . . . . . . 234
Removing the SSL Certificate for Ready Access Portal Software (Windows XP OS or Windows Server 2003 R2 OS) . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 Installing Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 Licensing the Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246 Preparing a Computer to Browse to the Ready Access Portal UI. . . . . . . . . . . . . . . . 246 Preparing a Handheld Device to Browse to the Ready Access Portal UI. . . . . . . . . . 247 Installing Windows Silverlight 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 Logging On to the Ready Access Portal UI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 Ports Used by the Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253 Custom Column Layout for Handheld Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Site Director Changes After You Install Ready Access Portal Software . . . . . . . . . . 255 Access List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Appendix: Installing SQL Server Software on a Drive Other than the Default (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Installing SQL Server 2008 Express R2 Software on a Drive Other Than Default . . . 257 Installing SQL Server 2008 Express SP2 Software on a Drive Other Than Default. . 258 Installing SQL Server 2005 Express SP3 Software on a Drive Other Than Default. . 259 Installing SQL Server 2008 R2 Software on a Drive Other Than Default . . . . . . . . . . 259 Installing SQL Server 2008 SP2 Software on a Drive Other Than Default . . . . . . . . . 260 Installing SQL Server 2005 SP3 Software on a Drive Other Than Default . . . . . . . . . 261

Document Introduction
This document contains instructions on installing the Ready Access Portal software on a computer. This document also contains information on duties performed by Metasys system Administrators related to that installation. For installation sequence information related to other Metasys software and Ready Access Portal software, see Overview of Steps to Install Ready Access Portal Software and Overview of Steps to Upgrade Ready Access Portal Software. Note: Both change bars and (!) marks visible in some sections indicate changes since the last release of this document.
Related Documentation
Table 1: Ready Access Portal Software Related Documentation
For Information On
Using the Ready Access Portal User Interface (UI) Configuring User Views and Using the Site Management Portal UI Installing and Upgrading Application and Data Server (ADS)/ Extended Application and Data Server (ADX) Software Installing ADS-Lite Software Network Automation Engine (NAE) 1. 2. 3.
See Document
Ready Access Portal Help Metasys system Help2 ADS, ADX, and SCT Installation and Upgrade Instructions Wizard3
LIT or Part Number

LIT-120113421 LIT-12017931 LIT-12011521
ADS-Lite Installation and Upgrade Instructions Wizard3 NAE Commissioning Guide
LIT-12011688 LIT-1201519
This LIT number represents a print friendly version of the Help. When you access the Metasys system Help from the Help menu of a device to which you have browsed, a File Download dialog box appears asking if you want to open the Help file or save it to your computer. Click Save to access the Metasys system Help. Use the wizard to generate instructions specific to your system.
Ready Access Portal Overview

The Ready Access Portal offers a focused User Interface (UI) that allows access only to specific tasks or views. You can access the Ready Access Portal UI using a computer or handheld device with supported browser software. The Ready Access Portal UI allows Metasys system Administrators to control system access effectively and easily.
Ready Access Portal software does not support 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 user/role 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.
Ready Access Portal Software Requirements

Table 2 contains the software requirements for Ready Access Portal software.
Table 2: Ready Access Portal Computer Platforms
Microsoft Windows OS Platform
Microsoft Windows 7 OS
Required Software (In Order of Installation Sequence)

Windows 7 OS (Professional, Enterprise, or Ultimate) with Service Pack (SP) 1 (32-bit) .NET Version 3.5.1 SQL Server 2008 R2 Express Software OR SQL Server 2008 Express Software with SP2 OR SQL Server 2005 Express Software with SP3 Ready Access Portal Software
Section Name and Page Number
Windows 7 OS (!) on page 31
Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!) on page 87 SQL Server 2008 Express R2 Software (!) on page 95 OR SQL Server 2008 Express SP2 Software (!) on page 117 OR SQL Server 2005 Express SP3 Software (!) on page 135 Ready Access Portal Software on page 231 Windows XP Professional OS (!) on page 47 Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!) on page 87 SQL Server 2008 Express R2 Software (!) on page 95 OR SQL Server 2008 Express SP2 Software (!) on page 117 OR SQL Server 2005 Express SP3 Software (!) on page 135 Ready Access Portal Software on page 231 Windows Server 2008 R2 OS (!) on page 57 Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!) on page 87 SQL Server 2008 R2 Software (!) on page 155 OR SQL Server 2008 SP1 (64-bit) Software (!) on page 171 Ready Access Portal Software on page 231
Microsoft Windows XP OS
Windows XP Professional OS with SP3 (32-bit) .NET Version 3.5 SP1 SQL Server 2008 R2 Express Software OR SQL Server 2008 Express Software with SP2 OR SQL Server 2005 Express Software with SP3 Ready Access Portal Software
Windows Server 2008 R2 OS
Windows Server 2008 R2 OS (64-bit) .NET Version 3.5 SP1 SQL Server 2008 R2 Software (64-bit) OR SQL Server 2008 with SP1 (64-bit) Ready Access Portal Software
Table 2: Ready Access Portal Computer Platforms

Microsoft Windows OS Platform
Windows Server 2008 OS
Required Software (In Order of Installation Sequence)

Windows Server 2008 OS with SP2 (32-bit) .NET Version 3.5 SP1 SQL Server 2008 R2 Software (32-bit) OR SQL Server 2008 with SP2 (32-bit) OR SQL Server 2005 with SP3 (32-bit) Ready Access Portal Software
Section Name and Page Number
Windows Server 2008 OS (!) on page 67 Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!) on page 87 SQL Server 2008 R2 Software (!) on page 155 OR SQL Server 2008 SP2 (32-Bit) Software (!) on page 187 OR SQL Server 2005 SP3 Software on page 211 Ready Access Portal Software on page 231 Windows Server 2003 R2 OS (!) on page 77 Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!) on page 87 SQL Server 2008 R2 Software (!) on page 155 OR SQL Server 2008 SP2 (32-Bit) Software (!) on page 187 OR SQL Server 2005 SP3 Software on page 211 Ready Access Portal Software on page 231
Windows Server 2003 R2 OS
Windows Server 2003 R2 OS with SP2 (32-bit) .NET Version 3.5 SP1 SQL Server 2008 R2 Software (32-bit) OR SQL Server 2008 with SP2 (32-bit) OR SQL Server 2005 with SP3 (32-bit) Ready Access Portal Software
When preparing to install Ready Access Portal software, follow these guidelines: Log on to the OS using an account with Administrator access rights. If you install Ready Access Portal on an ADS/ADX, you must install only the Ready Access Portal Software. All other software is installed during ADS/ ADX installation. Administrator access to SQL Server software is required for Ready Access Portal software installation.
System Using the Ready Access Portal

You can install Ready Access Portal software in two configurations: Ready Access Portal software installed on a stand-alone computer or Ready Access Portal software installed on the Site Director ADS/ADX. When you install the Ready Access Portal on a stand-alone computer, the system contains the following three separate components (Figure 1): Site Director Computer Running Ready Access Portal Software Browser Access Device
Note: The computer running Ready Access Portal software can contain other Metasys software. See System Component Requirements for the specific requirements of each component in Figure 1. See Ready Access Portal Considerations for general system/installation requirements.
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Computer
Can Be: ADS, ADX
OR Engine Can Be: NAE35, NAE45, NAE55, NAE85 NIE55, NIE59, NIE85 NCE25
Site Director Can Be:* Windows 7 OS (Professional, Enterprise, or Ultimate) with SP1 (32-bit) SQL Server 2008 R2 Express Software OR SQL Server 2008 Express Software with SP2 OR SQL Server 2005 Express Software with SP3 OR Windows XP Professional OS with SP3 (32-bit) SQL Server 2008 R2 Express Software OR SQL Server 2008 Express Software with SP2 OR SQL Server 2005 Express Software with SP3 OR Windows Server 2008 R2 OS (64-bit) SQL Server 2008 R2 Software (64-bit) OR SQL Server 2008 with SP1 (64-bit) OR Windows Server 2008 OS with SP2 (32-bit) SQL Server 2008 R2 Software (32-bit) OR SQL Server 2008 with SP2 (32-bit) OR SQL Server 2005 with SP3 (32-bit) OR Windows Server 2003 R2 OS with SP2 (32-bit) SQL Server 2008 R2 Software (32-bit) OR SQL Server 2008 with SP2 (32-bit) OR SQL Server 2005 with SP3 (32-bit)
Computer Running Ready Access Portal Software
Computer Required: Internet Explorer 6.x, 7.0, or 8.0 Microsoft Silverlight 4.0 OR Handheld Device Required: Internet Explorer Mobile for Windows Mobile 5 or 6 OS Apple iPhone and iPod Touch OS Version 3.0 or greater
* You can install Ready Access Portal software on a computer that contains other Metasys software. The OS, .NET, and SQL Server software requirements for the Ready Access Portal software still apply. We do not support installing Ready Access Portal software on non-Site Director ADS/ADX or an NxE85. ** Ready Access Portal software does not support MVE electronic signature or electronic signature annotation requirements. You should not install Ready Access Portal software on your MVE site if you must meet these validation requirements.
Figure 1: Overview: Ready Access Portal Software on a Stand-Alone Computer
FIG:rapovrv
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You also can install the Ready Access Portal software on a Site Director ADS/ ADX if the ADS/ADX computer meets the Operating System (OS) and Microsoft SQL Server software requirements for Ready Access Portal software (Figure 2). In this case, the Site Director and computer running the Ready Access Portal software are the same device, which reduces the number of system components from three to two. See the System Component Requirements for the specific requirements of each component in Figure 2. See Ready Access Portal Considerations for general system/installation requirements.
Can Be:* Windows 7 OS (Professional, Enterprise, or Ultimate) with SP1 (32-bit) SQL Server 2008 R2 Express Software OR SQL Server 2008 Express Software with SP2 OR SQL Server 2005 Express Software with SP3 OR Windows XP Professional OS with SP3 (32-bit) SQL Server 2008 R2 Express Software OR SQL Server 2008 Express Software with SP2 OR SQL Server 2005 Express Software with SP3 OR Windows Server 2008 R2 OS (64-bit) SQL Server 2008 R2 Software (64-bit) OR SQL Server 2008 with SP1 (64-bit) OR Windows Server 2008 OS with SP2 (32-bit) SQL Server 2008 R2 Software (32-bit) OR SQL Server 2008 with SP2 (32-bit) OR SQL Server 2005 with SP3 (32-bit) OR Windows Server 2003 R2 OS with SP2 (32-bit) SQL Server 2008 R2 Software (32-bit) OR SQL Server 2008 with SP2 (32-bit) OR SQL Server 2005 with SP3 (32-bit)
ADS/ADX Site Director Running Ready Access Portal Software
Browser Access Computer Required: Internet Explorer 6.x, 7.0, or 8.0 Microsoft Silverlight 4.0
OR Handheld Device Required: Internet Explorer Mobile for Windows Mobile 5 or 6 OS Apple iPhone and iPod Touch OS Version 3.0 or greater
FIG:asd
* Ready Access Portal software does not support MVE electronic signature or electronic signature annotation requirements. You should not install Ready Access Portal software on your MVE site if you must meet these validation requirements.
Figure 2: Overview: Ready Access Portal Software on an ADS/ADX Site Director
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System Component Requirements

If you plan to install Ready Access Portal software on your Site Director ADS/ ADX, the requirements in both the Site Director and Computer Running Ready Access Portal Software sections apply to your ADS/ADX computer.
Site Director
The Site Director is the computer or engine controlling your Metasys system. The Site Director used with the Ready Access Portal: must be at the same release version as the Ready Access Portal software can be any Metasys system device with Site Director status: ADS/ADX, Network Automation Engine (NAE), Network Integration Engine (NIE), or Network Control Engine (NCE)
Refer to the appropriate literature for information on installing and commissioning your Site Director. See Site Director Communication for more information on communication between the Ready Access Portal software and the Site Director. See Computer Running Ready Access Portal Software and Browser Access Device for more details on other system components you need.
Computer Running Ready Access Portal Software
Consider the following when choosing a computer for the Ready Access Portal software on a stand-alone computer: This computer where you install the Ready Access Portal software must meet the requirements of a supported platform listed in Table 2. This document contains procedures for installing prerequisite software and the Ready Access Portal software. The platform of the computer running Ready Access Portal software and the type of Site Director you have impact the number of users who can browse to the Ready Access Portal UI at the same time. See Platform Recommendations and the Number of Users. As a general rule, the computer running Ready Access Portal software should have the same or better processor speed and memory as the Site Director (Table 3). If the computer running the Ready Access Portal software has Java software installed, disable the Java update option. For details, see the Turning off Automatic Updates section in the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331) and ADS-Lite Installation and Upgrade Instructions Wizard Content (LIT-12011689).
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Consider the following additional rules if the computer running the Ready Access Portal software has other Metasys system software installed or if you install Ready Access Portal on your Site Director ADS/ADX: The computer running the Ready Access Portal can contain other Metasys software such as ADS/ADX, SCT, or Controller Configuration Tool (CCT). If you install the Ready Access Portal software on an ADS/ADX, the ADS/ ADX and Ready Access Portal software must be the same release version and the ADS/ADX must be the Site Director. If you have a split ADX, run the Ready Access Portal software installation program on the Web/Application server computer. Sites with an NxE85 or LONWORKS Control Server (LCS) 85 Site Director support Ready Access Portal installation; however, you cannot install Ready Access Portal software on the computer where the NxE85/LCS85 resides. You cannot install the Ready Access Portal software on a computer with Simulation (available with the SCT) installed on it. You should install the other Metasys components on your Metasys network and on the computer before installing the Ready Access Portal software. See Installation on a Computer with No Other Metasys Software or Installation on a Computer with Other Metasys Software. During an upgrade, uninstall and reinstall software in the correct order according to Upgrade on a Computer with No Other Metasys Software or Upgrade on a Computer with Other Metasys Software.
See Site Director and Browser Access Device for more details on other system components you need.
Browser Access Device
To browse to the Ready Access Portal UI, you must use one of the following devices: Computer (see Computer Browsing to the UI) Handheld device (see Handheld Device Browsing to the UI)
See Platform Recommendations and the Number of Users for information on how many users can browse to the Ready Access Portal UI at one time. Refer to the Ready Access Portal Help (LIT-12011342) for details on the Ready Access Portal UI. See Site Director and Computer Running Ready Access Portal Software for more details on other system components you need.
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Computer Browsing to the UI
Consider the following when using a computer to browse to the Ready Access Portal UI: The computer must be running Microsoft Internet Explorer Web browser Version 6.x, 7.0, or 8.0. Note: We recommend Internet Explorer Web browser Version 7.0. Internet Explorer Web browser must be configured to run Javascript technology and have cookies enabled. See Preparing a Computer to Browse to the Ready Access Portal UI for information on these settings. If you are using Internet Explorer Web browser Version 8.0, you may need to run the Web browser in Compatibility view. For details, see the related steps at the end of the Logging On to the Ready Access Portal UI section. Microsoft Silverlight 4.0 must be installed on the client computer to view graphics properly. For details, see Installing Windows Silverlight 4.0. Do not browse to the Ready Access Portal UI using a computer with the Windows Server 2008 R2 OS, Windows Server 2008 OS, or Windows Server 2003 R2 OS. These operating systems use Windows Enhanced Security that, by default, blocks the browser from using Javascript technology.
Handheld Device Browsing to the UI
Consider the following when using a handheld device to browse to the Ready Access Portal UI: The handheld device must be running Internet Explorer Web Browser Mobile for Windows Mobile Version 5 or Version 6 OS, or Apple iPhone and iPod touch OS Version 3.0 or greater. Other Web browsers may display the UI but the functionality is not guaranteed. We recommend a screen size of at least 240 pixels wide by 320 pixels high (quarter Video Graphics Array [VGA]). The minimal width of 240 pixels is optimal for horizontal scrolling. Internet Explorer Web browser Mobile must be configured to run JavaScript technology and have cookies enabled. See Preparing a Handheld Device to Browse to the Ready Access Portal UI. By default, the handheld device Ready Access Portal UI summary views display two columns. To change this, see Custom Column Layout for Handheld Devices.
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Platform Recommendations and the Number of Users
The number of users who can browse to the UI at the same time depends on the type of Site Director you have and the computer platform on which you are running the Ready Access Portal software (Table 3). If you plan to install the Ready Access Portal software on an ADS/ADX Site Director, see Table 4. If the number of expected concurrent Ready Access Portal users exceeds the numbers in Table 4, install the Ready Access Portal software on a stand-alone computer.
Table 3: Maximum Number of Ready Access Portal UI Users: Software Installed on a Stand-Alone Computer
Site Director Platform Running the Ready Access Portal Software1
Windows 7 OS Windows XP Professional OS Windows Server 2008 R2 OS Windows Server 2008 OS Windows Server 2003 R2 OS ADX Windows 7 OS Windows XP Professional OS Windows Server 2008 R2 OS Windows Server 2008 OS Windows Server 2003 R2 OS Engine NAE35/NAE45/NAE55/ NIE55/NIE59/NCE25 Windows 7 OS Windows XP Professional OS Windows Server 2008 R2 OS Windows Server 2008 OS Windows Server 2003 R2 OS NAE85/NIE85/LCS85 Windows Server 2008 R2 OS Windows Server 2008 OS Windows Server 2003 R2 OS 1.
Maximum Number of Ready Access Portal UI Users at One Time

8 8 50 50 50 Not recommended Not recommended 100 100 100 8 8 8 8 8 8 8 8
ADS
See Table 4 if you plan to install the Ready Access Portal software on your ADS/ADX Site Director.
Table 4: Maximum Number of Ready Access Portal UI Users: Software Installed on a Site Director ADS/ADX
Site Director
ADS ADX (10)1
OS Platform
Windows 7 OS Windows XP Professional OS Windows Server 2008 R2 OS Windows Server 2008 OS Windows Server 2003 R2 OS Windows Server 2008 R2 OS Windows Server 2008 OS Windows Server 2003 R2 OS
Maximum Number of Ready Access Portal UI Users at One Time

5 10
ADX (25)2
25
1.
Includes MS-ADX10U-0 and MS-ADX10SQL-0.
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2.
Includes MS-ADXSWO-0 and MS-ADXSWOSQL-0.
Ready Access Portal Considerations

The Ready Access Portal is a complement for an existing Metasys system. Metasys system components and the Site Management Portal UI are required for site configuration, user authorization/administration, reporting, and other functions not present in the Ready Access Portal UI. Read the following sections before installing Ready Access Portal software.
User Navigation Tree Tips
The information available in the Ready Access Portal is based on user navigation trees created in the existing Metasys system. Use care and foresight when creating user navigation trees via the main Site Management Portal UI. Keep the following tips in mind: Keep user view folders one level deep. This layout ensures easier navigation, especially when you use a handheld device to browse to the UI. Name items that appear in user views with unique information at the beginning of the name. This naming convention ensures easier navigation and information display, especially when you are use a handheld device to browse to the UI. For example, use ZN-T Room 1 instead of Room 1 ZN-T. Remember that selection trees in the Ready Access Portal UI use the folder names from user views in the Site Management Portal UI.
Refer to the Metasys system Help (LIT-1201793) for details on user views.
User Access Rights
All user access types can view the Ready Access Portal UI. Only Metasys system Administrators have access to the Tools function mode. Because the Ready Access Portal UI is based on user views, Metasys system Administrators must assign the appropriate user views to Ready Access Portal UI users. When first installing the Ready Access Portal software, you may wish to create new users specifically for Ready Access Portal UI access. Tenant access is a user access type that allows Metasys system Standard Access Administrators to focus users on specific tasks using the Dashboard. After creating a Tenant user in the Site Management Portal UI, Standard Access Administrators can then set the users Dashboard using Setting the Dashboard for Tenant Users. After completing this procedure, the new Tenant user can log on to the Ready Access Portal UI and view/ interact only with the view assigned as his/her Dashboard by the Metasys system Standard Access Administrator. Refer to the Security Administrator System Technical Bulletin (LIT-1201528) for details on adding users and assigning privileges.
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Site Director Communication
Consider the following points on Site Director communication: The Site Director does not need to be online and accessible when you install Ready Access Portal software. If the Site Director is offline or inaccessible when you install the Ready Access Portal software, you must restart the computer running the Ready Access Portal software after you are certain the Site Director is online. If the Site Director is offline/inaccessible during installation, an error appears in a log file. See During Use in the Error Log section. The Site Director must be online and accessible when you attempt to access the Ready Access Portal UI. The Ready Access Portal software can point to only one Site Director. Each Site Director can be referenced by only one instance of Ready Access Portal software. You must also sync the time between the Site Director and the computer running the Ready Access Portal software to be within 5 minutes and in the same time zone. If your network does not support Domain Name System (DNS), then you must update the Windows OS hosts file of the computer running the Ready Access Portal software with the hostname/IP address pair for the Site Director. You may also need to update the hosts file if you have installed the Ready Access Portal software on a different computer from the ADS/ADX software. In these cases, refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for details.
Security/Network Considerations
Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for details on network security.
Logon
If you must change your password before logging in, you are prompted to enter a new password before proceeding. If you cancel the password change, you are returned to the logon screen. The Ready Access Portal UI does not provide a way to change your password unless it is required. If you wish to change your password before you are required to do so, it must be changed using the Site Management Portal UI. The Ready Access Portal UI supports Microsoft Active Directory service. You can log on to the Ready Access Portal UI using your Active Directory credentials or the Metasys local system credentials. To use an Active Directory account, enter your user name and password, then select your domain in the Login To field. To use a Metasys local account, enter your user name and password, then select Metasys Local in the Login To field.
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Secure Sockets Layer (SSL)
You must implement SSL security for improved data protection when using the Ready Access Portal UI. The installation process allows you to add SSL for the logon only or for the entire Ready Access Portal UI. The options for SSL certificates include the following: Third-Party: Coordinate with your Information Technology (IT) department before installing the Ready Access Portal software to configure Internet Information Services (IIS) correctly. Self-Signed: The installation process allows you to generate a self-signed certificate. Note: We do not recommend a self-signed certificate for networks exposed directly to the Internet (no firewall or Virtual Private Network [VPN]).
Session Timeout
The Ready Access Portal UI supports the Never Terminate setting of a user profile in the Site Management Portal UI Security Administrator System. If a user is configured to never time out, and the user logs onto the Ready Access Portal UI, the user is never logged off due to inactivity. The handheld UI does not support this functionality; it uses the standard logout time. If the Never Terminate setting is not used, the default logout time of 30 minutes of inactivity is used. This time applies to all users accessing the UI. If a session times out, the user is logged out and returned to the logon screen. To change the session timeout, go to Step 1 in this section. If you are using both a computer and handheld device to browse to the UI, the session timeout must be the same for both devices. Forced logouts happen in the following additional circumstances (also applies if the Never Terminate setting is used): If the computer running the Ready Access Portal software restarts, users return to the logon screen with their next click. After a Metasys system Administrator clicks the Start Update button, the Ready Access Portal logs the Metasys system Administrator out of the system immediately. All other users return to the logon screen with their next click.
To change the timeout settings for the Ready Access Portal UI: 1. Using Microsoft Notepad on the computer where the Ready Access Portal software is installed, open web.config at one of the following locations: Browsing with a computer: C:\Program Files\Johnson Controls\Metasys RAP\software_version\web Browsing with a handheld device: C:\Program Files\Johnson Controls\Metasys RAP\software_version\mobile
Note: software_version represents the version of the Ready Access Portal software you have.
Ready Access Portal Software Installation Instructions 19
Note: If you installed Ready Access Portal software in a non-default location, browse to that location. 2. Search for timeout. The word should appear in the following two lines:
protection=All timeout=30 defaultUrl=Default.sapx slidingExpiration=true/>
and
<sessionState mode=inProc cookieless=false timeout=30/>
3. Replace the current time (30 minutes in the example above) with the time you prefer (in minutes). 4. Save the file. 5. Exit Notepad.
Script Blocking
Antivirus software with script blocking enabled prevents successful Ready Access Portal software installation. To prevent problems during Ready Access Portal software installation, disable antivirus script blocking, install Ready Access Portal software, and then enable antivirus script blocking again after the installation process is complete.
Licensing Requirements
The Ready Access Portal software must be licensed using the Software License Activator. Refer to the Software License Activator Technical Bulletin (LIT-1201654) for details on product licensing.
Installation Errors
Error Log During Installation
Errors during the installation process write to an .htm log file in one of these locations: For Windows XP Professional OS and Windows Server 2003 R2 OS: C:\Documents and Settings\name\Application Data\RAPInstalllog.htm For Windows 7 OS, Windows Server 2008 R2 OS, and Windows Server 2008 OS: C:\Users\name\AppData\Roaming\RAPInstalllog.htm
Note: name represents the name of the installing user.
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During Use
Problems that occur during use of the Ready Access Portal software write to a .txt log file in the following location, depending on your OS: C:\Program Files\Johnson Controls\Metasys RAP\software_version\app\log\log.txt Windows Server 2008 R2 OS: C:\Program Files (x86)\Johnson Controls\Metasys RAP\software_version\app\log\log.txt
Note: software_version represents the version of the Ready Access Portal software you have. Note: If you install the Ready Access Portal software on a drive other than C, browse to that location.
Clean Installation Abort
If the installation process fails for any reason, the installation removes any remnants of the incomplete installation. To try again, you do not need to remove any folders or files that may be partially installed.
Information for Metasys System Administrators

Tools Function Mode Overview
Note: The Tools function mode is accessible only by users with Metasys system Administrator user access rights. The Tools function mode allows Metasys system Administrators to update the Ready Access Portal UI with the Metasys system site. Update the Ready Access Portal UI if you do any of the following to the Metasys site: Add, remove, or modify user views. Add or remove trends extensions. Add or remove field points. IMPORTANT: These changes do not appear in the Ready Access Portal UI until a Metasys system Administrator performs an update. If you make any of these changes on an engine, issue an Archive command for the Engine object before you update the Ready Access Portal UI. See Updating the Ready Access Portal UI with Changes from the Site Director.
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Updating the Ready Access Portal UI with Changes from the Site Director
See Tools Function Mode for more information on updates. To perform an update: 1. Log on to the Ready Access Portal UI using your Metasys system Administrator user name and password. 2. Click the Tools function mode button appears (Figure 3). . The System Administration view
Figure 3: System Administration View
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3. Click View Logged In Users to display a window listing those users currently logged in to the Ready Access Portal (Figure 4). The update automatically logs off these users. You may wish to contact the users who appear in the list before proceeding with the update.
Figure 4: View of Currently Logged In Users
4. Click Start Update (Figure 3). After you click Start Update, the Ready Access Portal logs you out of the system immediately. All other users return to the logon screen with their next click. Users must log back on when the update is complete. Table 5 contains information that allows you to estimate how long before the update finishes.
Table 5: Update Time Examples
Site Director
NAE/NIE ADS ADX
Other Site Information

Up to 3 total NAEs/NIEs Up to 10 NAEs/NIEs 10 to 100 NAEs/NIEs
Update Time
12 minutes 15 minutes 1030 minutes
Note: For sites with new or updated graphics, update times are longer than those indicated in Table 5. In addition, some graphics may not display properly after conversion and require some manual editing.
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Support for Tasks
To change a value in the Ready Access Portal UI, the user must have the appropriate privileges, and the item must support Adjust, State, Operator Override, or Release Operator Override commands. If these two requirements are satisfied, the Value column for the item is an underlined link. Refer to the Security Administrator System Technical Bulletin (LIT-1201528) for details on privileges. Field point objects that support these commands, and thus may have a link in the Value column, are the following: Analog Output (AO) Analog Value (AV) Binary Output (BO) Binary Value (BV) Multistate Output (MSO or MO) Multistate Value (MSV or MV)
Metasys System Administrator Steps
The steps in this section can be done by Metasys system Administrators only. For more information on when these steps should be done, see Overview of Steps to Install Ready Access Portal Software.
Forwarding Alarm Messages to the Ready Access Portal UI: ADS/ADX Site Director
Note: If you install the Ready Access Portal UI on the ADS/ADX Site Director, you do not need to forward alerts from the Site Director; however, if you have other ADSs/ADXs on the site, you still must forward alerts from those devices. To forward alarm messages to the Ready Access Portal UI if you have an ADS/ ADX Site Director: 1. Using Internet Explorer Web browser, browse to the Site Management Portal UI for the Site Director ADS/ADX. 2. Display the ADS object in the Display pane. 3. On the Focus tab, click Edit. 4. In the ADS Repositories attribute, add the name or IP address of the computer running the Ready Access Portal software. Make sure the computer running the Ready Access Portal software appears first in the list. 5. Click Save. 6. Repeat Step 1 through Step 5 for the other ADSs/ADXs on the site for which you would like to view alerts. Note: You do not need to forward alerts from engines when you have an ADS/ADX Site Director.
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Forwarding Alarm Messages to the Ready Access Portal UI: Engine Site Director
Note: As an alternative to setting the ADS Repositories attribute of each engine, add the name or IP address of the computer running the Ready Access Portal software to the Default ADS Repository attribute in the Site object. This attribute setting is used only if the engines do not have a value entered in their respective ADS Repositories attributes. To forward alarm messages to the Ready Access Portal UI if you have an engine Site Director: 1. Using Internet Explorer Web browser, browse to the Site Management Portal UI for the Site Director engine. 2. Display the Engine object in the Display pane. 3. On the Focus tab, click Edit. 4. In the ADS Repository attribute, add the name or IP address of the computer running the Ready Access Portal software. 5. Click Save. 6. Repeat Step 1 through Step 5 for any other engines on the site for which you would like to view alerts.
Setting the Dashboard for Tenant Users
Note: If you are neither a Tenant nor Administrator user, you can assign your own dashboard but not the dashboards of others. To set the Dashboard for tenant users: 1. Browse to the Ready Access Portal UI. 2. Log on using a Metasys system Standard Access Administrator user name and password. 3. In the Ready Access Portal UI, display the view you would like to set as a users dashboard. Refer to the Ready Access Portal Help (LIT-12011342) for details on using the UI. 4. Click Set as Dashboard within the view ( appears. ). A list of Metasys users
Note: The user list appears only for Metasys system Standard Access Administrators. 5. Select a user or users from the list and click submit.
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Overview of Steps to Install Ready Access Portal Software

This overview focuses on: installation on a computer with no other Metasys software installation on a computer with other Metasys software
Installation on a Computer with No Other Metasys Software
Note: If you have other Metasys software installed on the stand-alone computer, follow the steps in Installation on a Computer with Other Metasys Software. Note: If you are moving the Ready Access Portal software to a new computer, see Troubleshooting on page 251. To install Ready Access Portal software on a stand-alone computer, follow these general steps and refer to specific sections as needed: 1. Install/upgrade the other Metasys components on the network using the appropriate documentation. Your Site Director must be the same release version as the Ready Access Portal software. 2. (Metasys system Administrator) If you upgraded the Metasys system, log on to the UI of the Site Director. On the Tools menu, click Configure Preferences and use the Metasys system Help (LIT-1201793) to update or toggle a system preference. Save the change. 3. (Metasys system Administrator) Make sure user views are maximized for Ready Access Portal UI use. See User Navigation Tree Tips. 4. (Metasys system Administrator) Add/edit users for Ready Access Portal UI access, if needed. See User Access Rights. 5. Verify/install the OS and OS service pack on the stand-alone computer. See one of the following: Windows 7 OS (!) Windows XP Professional OS (!) Windows Server 2008 R2 OS (!) Windows Server 2008 OS (!) Windows Server 2003 R2 OS (!)
6. Verify/install .NET Version 3.5 SP1 on the stand-alone computer. See Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!). 7. Verify/install the correct version of SQL Server software on the stand-alone computer.
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See one of the following: SQL Server 2008 Express R2 Software (!) - use this for Windows 7 OS or Windows XP Professional OS SQL Server 2008 Express SP2 Software (!) - use this for Windows 7 OS or Windows XP Professional OS SQL Server 2005 Express SP3 Software (!) - use this for Windows 7 OS or Windows XP Professional OS SQL Server 2008 R2 Software (!) - use this for Windows Server 2008 R2 OS SQL Server 2008 SP1 (64-bit) Software (!) - use this for Windows Server 2008 R2 OS SQL Server 2008 SP2 (32-Bit) Software (!) - use this for Windows Server 2003 R2 OS or Windows Server 2008 OS SQL Server 2005 SP3 Software - use this for Windows Server 2003 R2 OS or Windows Server 2008 OS
8. Install the Ready Access Portal software on the stand-alone computer. See Ready Access Portal Software. 9. (Metasys system Administrator or another authorized user) Forward alarm messages to the Ready Access Portal UI. See Forwarding Alarm Messages to the Ready Access Portal UI: ADS/ADX Site Director or Forwarding Alarm Messages to the Ready Access Portal UI: Engine Site Director. 10. (Metasys system Standard Access Administrator) Set the Dashboard for Tenant users. See Setting the Dashboard for Tenant Users.
Installation on a Computer with Other Metasys Software
Note: If you are moving the Ready Access Portal to a new computer, see Troubleshooting on page 251. To install Ready Access Portal software on a Site Director ADS/ADX or a stand-alone computer with other Metasys software, follow these general steps and refer to specific sections as needed: 1. Install/upgrade the other Metasys components on the network and the computer using the appropriate documentation. When installing, be sure the software combination matches one of the platforms in Table 2. Your Site Director must be at the same release version as the Ready Access Portal software.
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2. (Metasys system Administrator) If you upgraded the Metasys system, log on to the UI of the Site Director. On the Tools menu, click Configure Preferences and use the Metasys system Help (LIT-1201793) to update or toggle a system preference. Save the change. 3. (Metasys system Administrator) Make sure user views are maximized for Ready Access Portal UI use. See User Navigation Tree Tips. 4. (Metasys system Administrator) Add/edit users for Ready Access Portal UI access, if needed. See User Access Rights. 5. Install the Ready Access Portal software. See Ready Access Portal Software. 6. (Metasys system Administrator or another authorized user) Forward alarm messages to the Ready Access Portal UI. See Forwarding Alarm Messages to the Ready Access Portal UI: ADS/ADX Site Director on page 24 or Forwarding Alarm Messages to the Ready Access Portal UI: Engine Site Director on page 25. 7. (Metasys system Standard Access Administrator) Set the Dashboard for Tenant users. See Setting the Dashboard for Tenant Users.
Overview of Steps to Upgrade Ready Access Portal Software

This overview focuses on: upgrade on a computer with no other Metasys software upgrade on a computer with other Metasys software
Upgrade on a Computer with No Other Metasys Software
Note: If you have other Metasys software installed on the stand-alone computer, follow the steps in Upgrade on a Computer with Other Metasys Software. Note: If you are moving the Ready Access Portal to a new computer during the upgrade, see Troubleshooting on page 251. IMPORTANT: If you are upgrading Ready Access Portal software on a stand-alone computer with no other Metasys software, you do not need to uninstall the Ready Access Portal software. To upgrade Ready Access Portal software on a stand-alone computer: 1. Upgrade the Site Director to the new release using the appropriate literature. Your Site Director must be at the same release version as the Ready Access Portal software.
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2. Upgrade other Metasys system components according to the appropriate literature. 3. (Metasys system Administrator) Log on to the UI of the Site Director. On the Tools menu, click Configure Preferences and use the Metasys system Help (LIT-1201793) to update or toggle a system preference. Save the change. 4. Make sure the Ready Access Portal prerequisite software requirements have not changed. Install components as needed. See System Component Requirements on page 13. 5. Install the new version of the Ready Access Portal software. See Installing Ready Access Portal Software on page 240.
Upgrade on a Computer with Other Metasys Software
Note: If you are moving the Ready Access Portal to a new computer during the upgrade, see Troubleshooting on page 251. To upgrade the Ready Access Portal software on a computer with other Metasys software: 1. Uninstall Ready Access Portal software. See Uninstalling Ready Access Portal Software on page 231. 2. Upgrade the Site Director to the new release using the appropriate literature. Your Site Director must be at the same release version as the Ready Access Portal software. 3. Upgrade other Metasys system components according to the appropriate literature. 4. (Metasys system Administrator) Log on to the UI of the Site Director. On the Tools menu, click Configure Preferences and use the Metasys system Help (LIT-1201793) to update or toggle a system preference. Save the change. 5. Install the new Ready Access Portal software. See Installing Ready Access Portal Software on page 240. You can skip other installation sections of this document because the OS, .NET, and SQL Server software are updated as part of the Metasys system upgrade.
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Windows 7 OS (!)
IMPORTANT: The Windows 7 OS computer you want to use for Metasys software must have been installed on a cleanly formatted hard disk. We do not support the OS if it was upgraded from a previous version of Windows (for example, upgraded to Windows 7 Professional OS from Windows Vista Business OS). 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 OS from the media, making sure you format the hard disk during OS installation. Before you reimage the computer, verify that you have all necessary software drivers. We currently support Windows 7 Professional OS, Windows 7 Enterprise OS, and Windows 7 Ultimate OS with SP1 (32-bit versions only) for Ready Access Portal software. No other Windows 7 OS editions are supported. New security features in Windows 7 OS 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.) The steps for Windows 7 OS presume you have selected the Category view for the Control Panel, which is the default view when the OS is initially installed. To change to Category view, select Category from the View By option on the Adjust your computers settings window. Windows 7 OS with SP1 uses IIS Version 7.5. IIS 7.5 is a Windows component installed using the Programs and Features option.
Verifying Your Computer Has SP1 for Windows 7 OS Installed (!)

To verify your computer has SP1 for Windows 7 OS installed: 1. On the Control Panel, click System and Security > System. The System window appears. 2. Check to see if Service Pack 1 appears under the Windows section. 3. If Service Pack 1 does not appear, go to Verifying Your Computer Has SP1 for Windows 7 OS Installed (!). If Service Pack 1 appears, go toDisabling User Account Control (!).
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Installing SP1 for Windows 7 OS (!)

Note: If your computer came with Windows 7 OS with SP1 preinstalled, go to Disabling User Account Control (!). To install SP1 for Windows 7 OS: 1. To install SP1, navigate to http://technet.microsoft.com/en-us/windowsserver/ gg635126.aspx//www.microsoft.com/windows/products/windowsxp/sp3/ default.mspx. Note: Alternatively, go to www.microsoft.com and search for Windows 7 OS SP1. 2. Follow the instructions to download and install SP1 for Windows 7 OS. 3. After installation completes, go to Disabling User Account Control (!).
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. If you do not perform these steps, Passthru mode does not function on the Windows 7 OS. To disable user account control: 1. On the 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 5).
Figure 5: Disabling User Account Control
3. Move the slider bar to the bottom position called Never notify.
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4. Click OK. 5. Restart the computer to make the change effective. 6. Go to Verifying Your Computer Has IIS Version 7.5 and ASP.NET Installed for Windows 7 OS (!).
Verifying Your Computer Has IIS Version 7.5 and ASP.NET Installed for Windows 7 OS (!)
To verify your computer has IIS Version 7.5 and ASP.NET installed for Windows 7 OS: 1. On the 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 box that appears next to Internet Information Services (IIS) is checked. If Internet Information Services (IIS) is not checked, IIS is not installed on your computer. Go to Installing IIS Version 7.5 and ASP.NET for Windows 7 OS (!). If Internet Information Services (IIS) is checked, you have IIS installed. Also make sure that the correct IIS components are selected by matching your selections with those shown in Figure 7. If any setting does not match Figure 7, 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 the ASP.NET box is checked. If ASP.NET is checked, go to Verifying Your Computer Has Message Queuing Service Installed for Windows 7 OS (!). If ASP.NET is not checked, go to Step 6 in Installing IIS Version 7.5 and ASP.NET for Windows 7 OS (!).
Installing IIS Version 7.5 and ASP.NET for Windows 7 OS (!)

Note: You may need your Windows 7 OS files to install the IIS software. The IT department may provide the OS files on a hard disk, network drive, or DVD. To install IIS Version 7.5 and ASP.NET for Windows 7 OS: 1. Insert the Windows 7 OS media (or browse to the location where your IT department provides the OS files). If the media autoplays, close the window. 2. On the Control Panel, click Programs, then click Programs and Features. 3. In the left pane, click Turn Windows features on or off. 4. Click Yes if prompted for consent. The Windows Features window appears.
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5. In the Windows Features window, fill in the box for Internet Information Services (Figure 6).
Figure 6: Internet Information Services
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6. Expand all features under Internet Information Services and make selections so that they match what is shown in Figure 7.
Figure 7: Summary of Settings: Internet Information Services
7. Click OK to save your changes. A progress bar appears as IIS and ASP.NET are installed on your computer. 8. After IIS and ASP.NET installation is complete, close all windows. 9. Go to Verifying Your Computer Has Message Queuing Service Installed for Windows 7 OS (!).
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Verifying Your Computer Has Message Queuing Service Installed for Windows 7 OS (!)
To verify your computer has Message Queuing service installed for Windows 7 OS: 1. On the 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 the the box that appears next to Microsoft Message Queue (MSMQ) Server Core is checked. If the Microsoft Message Queue (MSMQ) Server Core box is not checked, this feature is not installed on your computer. Go to Installing and Configuring Message Queuing Service for Windows 7 OS (!). If the Microsoft Message Queue (MSMQ) Server Core box is checked, you have this feature installed. Go to Verifying Windows Firewall Settings for Windows 7 OS (!)
Installing and Configuring Message Queuing Service for Windows 7 OS (!)

Note: The Message Queuing service must be installed and running at all times on the computer that is running software. This service is not required on a stand-alone SCT computer. Do not stop, uninstall, or restart this service. To install and configure Message Queuing service for Windows 7 OS: 1. On the 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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4. In the Windows Features window, expand Microsoft Message Queue (MSMQ) Server and select Microsoft Message Queue (MSMQ) Server Core (Figure 8). Do not select any of the other subfeatures.
Figure 8: 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 the Control Panel, click System and Security > Administrative Tools. 7. Double-click Services. Click Yes if prompted by the User Access Control dialog. The Services window appears.
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8. Right-click Message Queuing and select Properties. The Message Queuing Properties box appears.
Figure 9: Message Queuing Properties: Recovery Tab
9. On the Recovery Tab (in the First failure, Second failure, and Subsequent failures drop-down list boxes on Figure 9), select Restart the Service. 10. Click OK to save your changes. 11. Close all windows. 12. Go to Verifying Windows Firewall Settings for Windows 7 OS (!)
Verifying Windows Firewall Settings for Windows 7 OS (!)

To verify Windows firewall settings: 1. On the Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears. 2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall. 3. Click Advanced Settings. The Windows Firewall with Advanced Settings window appears.
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4. In the left pane, click Inbound Rules. The Inbound Rules pane appears (Figure 10).
Figure 10: Windows Firewall - Inbound Rules Set
5. In the Inbound Rules pane, verify that World Wide Web Services (HTTP Traffic-In) is enabled (green check mark). If it is enabled, select it. If it is not enabled, go to Step 5 in Configuring the Windows Firewall for Windows 7 OS (!). 6. With World Wide Web Services (HTTP Traffic-In) selected, in the Actions pane, select Properties. The Properties window appears. 7. In the General tab of the World Wide Web Services (HTTP Traffic-In) Properties window, verify the Enabled and Allow the Connection options are selected (Figure 15). If the Enabled and Allow the Connection options are selected, close the World Wide Web Services (HTTP Traffic-In) Properties window and go to Step 8. If the Enabled and Allow the Connection options are not selected, go to Step 8 in Configuring the Windows Firewall for Windows 7 OS (!).
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8. In the Inbound Rules pane (Figure 11), verify that a rule called SMTP Port 25 appears in the middle pane and is enabled (green check mark).
Figure 11: Windows Firewall - SMTP Port 25 Inbound Rule
If it is listed and enabled, close this wizard window and return to the wizard overview steps. If it is not listed or not enabled, go to Step 10 in Configuring the Windows Firewall for Windows 7 OS (!).
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Configuring the Windows Firewall for Windows 7 OS (!)

To configure the Windows firewall for Windows 7 OS: 1. On the Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears (Figure 12). 2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall.
Figure 12: Windows Firewall
3. Click Advanced Settings. The Windows Firewall with Advanced Security window appears (Figure 13).
Figure 13: Windows Firewall with Advanced Security
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Figure 14: Windows Firewall - Inbound Rules
5. In the Inbound Rules pane, select World Wide Web Services (HTTP TrafficIn). 6. In the Actions pane, select Enable Rule. The World Wide Web Services (HTTP Traffic-In) Inbound Rule is enabled. 7. In the Actions pane for World Wide Web Services (HTTP Traffic-In), select Properties. The Properties window appears (Figure 15).
Figure 15: Properties for World Wide Web Services (HTTP Traffic-In)
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8. In the General tab of the World Wide Web Services (HTTP Traffic-In) Properties window, select Enabled and select the Allow the Connection option. 9. Click OK to save this change. 10. In the left pane of the Windows Firewall with Advanced Security window, click Inbound Rules. 11. In the Actions pane, select New Rule. The New Inbound Rule Wizard opens and the Rule Type window appears.
Figure 16: New Inbound Rule Wizard: Rule Type
12. Select Port and click Next. The Protocol and Ports window appears.
Figure 17: New Inbound Rule Wizard: Protocol and Ports
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13. Select TCP and in the Specific Local Ports field, enter 25. Click Next. The Action window appears.
Figure 18: New Inbound Rule Wizard: Action
14. Select Allow the connection. Click Next. The Profile window appears.
Figure 19: New Inbound Rule Wizard: Profile
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15. Keep all profile selections selected (default). Click Next. The Name window appears.
Figure 20: New Inbound Rule Wizard: Name
16. Specify SMTP Port 25 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 SMTP Port 25. Port 25 is now open and ready for use. 17. Close the Windows Firewall with Advanced Security window. 18. Close all windows and go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
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Windows XP Professional OS (!)

IMPORTANT: The Windows XP Professional OS computer you want to use for Metasys software must have been installed on a cleanly formatted hard disk. We do not support the OS if it was upgraded from a previous version of Windows (for example, upgraded to Windows XP Professional OS from Windows 2000 Professional OS). If you need to reimage the computer to meet this requirement, make sure you have all necessary software drivers before proceeding. We currently support Windows XP Professional OS with SP3 (32-bit version only) for Ready Access Portal software. The computer can use either SQL Server 2008 Express R2 software, SQL Server 2008 Express SP2 software, or SQL Server 2005 Express SP3 software. For OS installation details, see Installing SP3 for Windows XP Professional OS (!).Metasys software automatically installs in the same drive location as IIS, which defaults to the location where the OS is installed. To change the location where the Metasys software installs, you must change the location where IIS installs. Windows XP Professional OS with SP3 uses IIS Version 5.1. IMPORTANT: If your computer arrives from the supplier with the OS SP installed already or if you install the SP and would like to change firewall settings, refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for special firewall settings. Make sure you do not have .NET Framework 3.5 SP1 installed before installing IIS. If you are unsure whether you have .NET Framework 3.5 SP1 installed, see Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
Verifying Your Computer Has IIS Version 5.1 Installed for Windows XP Professional OS
To verify your computer has IIS Version 5.1 installed for Windows XP Professional OS: 1. On the Control Panel, select Add or Remove Programs. The Add or Remove Programs window appears. 2. On the left side of the window, click Add/Remove Windows Components. The Windows Components Wizard window appears. 3. Verify that a check box appears next to Internet Information Services (IIS).
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If Internet Information Services (IIS) is not checked, IIS is not installed on your computer. Leave the Windows Components Wizard window open and go to Installing IIS Version 5.1 for Windows XP Professional OS. If Internet Information Services (IIS) is checked, you have IIS installed. Go to Verifying Your Computer Has Message Queuing Service Installed.
Installing IIS Version 5.1 for Windows XP Professional OS

Note: You may need your Windows XP Professional OS files to install the IIS software. The IT department may provide the OS files on a hard disk, network drive, or CD. To install IIS Version 5.1 for Windows XP Professional OS: 1. Insert the Windows XP Professional OS CD (or browse to the location where your IT department provides the OS files). 2. In the Windows Components Wizard window, place a check mark in front of Internet Information Services (IIS). 3. Click Next. IIS installs on your computer. 4. Click Finish. The IIS installation is complete. 5. Close all windows. 6. Go to Verifying Your Computer Has Message Queuing Service Installed.
Verifying Your Computer Has Message Queuing Service Installed

To verify your computer has Message Queuing service installed: 1. On the Control Panel, click Add or Remove Programs. 2. Under Add or Remove Programs, click Add/Remove Windows Components. 3. On the Windows Components Wizard, verify that Message Queuing is selected. 4. If Message Queuing is not selected, this feature is not installed on your computer. Keep the Windows Components Wizard open and go to Installing and Configuring Message Queuing Service for Windows XP Professional OS. If Message Queuing is selected, you have this feature installed. Close all windows and go to Verifying Your Computer Has SP3 for Windows XP Professional OS Installed (!).
Installing and Configuring Message Queuing Service for Windows XP Professional OS

Note: The Message Queuing service must be installed and running at all times on the computer that is running software. This service is not required on a stand-alone SCT computer. Do not stop, uninstall, or restart this service.
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To install and configure Message Queuing service for Windows XP Professional OS: 1. On the Control Panel, click Add or Remove Programs. 2. Under Add or Remove Programs, click Add/Remove Windows Components. 3. On the Windows Components Wizard, select Message Queuing. 4. Click Next. Message Queuing installs on your computer. 5. Click Finish. Message Queuing service installation is complete. 6. Go back to the Control Panel, select Administrative Tools. 7. Double-click Services. 8. Right-click Message Queuing and select Properties. The Message Queuing Properties box appears.
Figure 21: Setting Message Queuing Service Recovery Options
9. On the Recovery Tab (in the First failure, Second failure, and Subsequent failures drop-down list boxes on Figure 21), select Restart the Service. 10. Click OK. 11. Close all windows. 12. Go to Verifying Your Computer Has SP3 for Windows XP Professional OS Installed (!).
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Verifying Your Computer Has SP3 for Windows XP Professional OS Installed (!)
To verify your computer has SP3 for Windows XP Professional OS installed: 1. On the Control Panel, select System. 2. On the General tab, check to see if Service Pack 3 appears for the OS. 3. If Service Pack 3 does not appear, go to Installing SP3 for Windows XP Professional OS (!). If Service Pack 3 appears, go toVerifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS.
Installing SP3 for Windows XP Professional OS (!)

Note: If you are manually installing the OS SP now, make sure you installed IIS on your computer before you install the SP using the original installation media. If you manually install the SP and then install IIS, you must reinstall the SP. If your computer arrived with the OS SP installed, you do not need to reinstall the SP after installing IIS. Note: You must install the Windows OS SP on your computer before installing .NET Framework software. If .NET software is already installed, you must reinstall it after installing the SP. To install SP3 for Windows XP Professional OS: 1. To install SP3, navigate to http://www.microsoft.com/windows/products/ windowsxp/sp3/default.mspx. Note: Alternatively, go to www.microsoft.com and search for the Service Pack. 2. Follow the instructions to download and install SP3 for Windows XP OS. 3. After installation completes, go to Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS.
Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS
To verify your computer has Windows Installer 4.5 for Windows XP Professional OS: 1. Open Windows Explorer and browse to the System32 folder under your Windows root folder. For most installations, that is c:\Windows\System32. Note: If the System32 folder is not visible, the selection for hiding protected operating system files is not cleared. Open Folder Options under Control Panel and click the View tab. Make sure that Hide protected operating system files is not selected. 2. Locate the file called msi.dll.
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3. Right-click the msi.dll file and select Properties. The Properties dialog box appears. 4. Select the Version tab. The file version information appears. 5. Verify that the file version shown is 4.5.6001.22159 or later. If the file version is correct, go to Configuring the Windows Firewall for Windows XP Professional OS. If you have an earlier version, you do not have Windows Installer 4.5 installed. Go to Installing Windows Installer 4.5 for Windows XP Professional OS.
Installing Windows Installer 4.5 for Windows XP Professional OS

Note: If you do not have the or SCT media, you may download Windows Installer 4.5 from the Microsoft Web site. Go to www.microsoft.com/ downloads and search for Windows Installer 4.5 (KB942288). Make sure you download the version for the Windows XP Professional OS. To install Windows Installer 4.5 for Windows XP Professional OS: 1. Insert the product disk. 2. Open Windows Explorer and browse to OEM > Microsoft > Windows Installer > 4.5 > XP. 3. Double-click the file located under the current folder. An Open File - Security Warning box appears. 4. Click Run to grant permission to run the file. The Windows Installer files are extracted. 5. Follow the steps in the Software Update Installation Wizard. 6. Click Finish. Installation is complete. 7. Restart the computer. 8. Close all windows and go to Configuring the Windows Firewall for Windows XP Professional OS.
Configuring the Windows Firewall for Windows XP Professional OS

To configure the Windows Firewall to Windows XP Professional OS: 1. Click on the shield icon in the system tray (Figure 22).
Figure 22: Windows Security Center Shield Icon
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The Windows Security Center appears (Figure 23).
Figure 23: Windows Security Center
2. Click Windows Firewall. The Windows Firewall screen appears with the General tab selected (Figure 24).
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Figure 24: Windows Firewall - General Tab
3. On the Windows Firewall General tab, select On (recommended).
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4. On the Exceptions tab, click Add Port (Figure 25).
Figure 25: Windows Firewall - Exceptions Tab
The Add a Port screen appears (Figure 26).
Figure 26: Add a Port Screen
5. In the Add a Port screen, enter the following: In the Name field, enter an identifier such as Metasys to signify that this port handles Metasys Web traffic. In the Port number field, enter 80 to identify the port that is being opened. Select TCP to indicate the protocol being used.
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6. 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 screen appears (Figure 27).
Figure 27: Change Scope Screen
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 thus considered insecure. If all NAEs/NIEs and computers running the Metasys system UI are on the same subnet as the , select My Network (subnet) only to limit the scope of unsolicited messages that the accepts. If the and any of the NAEs/NIEs or computers running the Metasys UI are on different subnets, or you want to limit the scope even further, select 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 28).
Figure 28: Change Scope Screen with Custom List
Note: For more information on the choices in the Change Scope screen, refer to Appendix A: Windows XP Professional SP3 Considerations in the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).
Ready Access Portal Software Installation Instructions 55
7. Click OK on the Add a Port screen. 8. Click OK to close the Windows Firewall screen. 9. Close all windows and go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
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Windows Server 2008 R2 OS (!)

IMPORTANT: The Windows Server 2008 R2 OS computer you want to use for Metasys software must have been installed on a cleanly formatted hard disk. We do not support the OS if it was upgraded from a previous version of Windows (for example, upgraded to Windows Server 2008 R2 OS from Windows Server 2003 R2 OS). 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 Server 2008 R2 OS from the media, making sure you format the hard disk during OS installation. Before you reimage the computer, verify that you have all necessary software drivers. We currently support Windows Server 2008 R2 OS (Standard and Enterprise, 64bit editions) for Ready Access Portal software. New security features in Windows Server 2008 R2 OS 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 R2 OS presume you have selected the Category view for the Control Panel, which is the default view when the OS is initially installed. If you are using Classic View, change to Category view. Windows Server 2008 R2 OS uses IIS Version 7.5.
Installing Windows Server 2008 R2 OS (!)

Note: If your computer came with Windows Server 2008 R2 OS preinstalled, go to Installing IIS Version 7.5 and ASP.NET for Windows Server 2008 R2 OS (!). To install Windows Server 2008 R2 OS: 1. Insert the factory Windows Server 2008 R2 Installation media into the CD/ DVD drive of the computer. 2. Restart the computer. When prompted, press any key to start the Windows Server 2008 R2 Installation media. 3. As part of installing the OS, format the partition using NTFS before you begin to copy the files. 4. After the hard disk is formatted, complete the installation and restart. 5. Go to Installing IIS Version 7.5 and ASP.NET for Windows Server 2008 R2 OS (!).
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Verifying Your Computer Has IIS Version 7.5 and ASP.NET Installed for Windows Server 2008 R2 OS (!)
To verify your computer has IIS Version 7.5 and ASP.NET installed for Windows Server 2008 R2 OS: 1. On the 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 7.5 and ASP.NET for Windows Server 2008 R2 OS (!). 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. the Server Manager open and go to Installing IIS Version 7.5 and ASP.NET for Windows Server 2008 R2 OS (!).
Installing IIS Version 7.5 and ASP.NET for Windows Server 2008 R2 OS (!)
Note: You may need your Windows Server 2008 R2 OS files to install the IIS software. The IT department may provide the OS files on a hard disk, network drive, or software media. To install IIS Version 7.5 and ASP.NET for Windows Server 2008 R2 OS: 1. On the 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 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 OS 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.
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7. On the Select Role Services window, select the options in Table 6. Note: The HTTP Redirection option is only required if SQL Server 2005 is being installed on Windows Server 2008 R2 OS. For any other installation, do not select the HTTP Redirection feature.
Table 6: Web Server (IIS) Selections for Windows Server 2008 R2 OS
Section Title
Common HTTP Features
Selections
Static Content Default Document Directory Browsing HTTP Errors HTTP Redirection1
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 HTTP Logging Request Monitor Windows Authentication Request Filtering Static Content Compression IIS Management Console IIS Management Scripts and Tools IIS 6 Metabase Compatibility IIS 6 WMI Compatibility IIS 6 Scripting Tools
Health and Diagnostics Security Performance Features Management Tools IIS 6 Management Compatibility
1.
Only required if SQL Server 2005 is installed on Windows Server 2008 R2 OS.
8. Click Next and the Web Server (IIS) confirmation screen 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. Go to .
Verifying Windows Firewall Settings for Windows Server 2008 R2 OS (!)

To verify Windows firewall settings for Windows Server 2008 R2 OS: 1. On the Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears. 2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall. 3. Click Advanced Settings. The Windows Firewall with Advanced Settings window appears.
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Figure 29: Windows Firewall - Inbound Rules Set
5. In the Inbound Rules pane, verify that World Wide Web Services (HTTP Traffic-In) is enabled (green check mark). If it is enabled, select it. If it is not enabled, go to Step 5 in Configuring the Windows Firewall for Windows Server 2008 R2 OS (!). 6. With World Wide Web Services (HTTP Traffic-In) selected, in the Actions pane, select Properties. The Properties window appears. 7. In the General tab of the World Wide Web Services (HTTP Traffic-In) Properties window, verify the Enabled and Allow the Connection options are selected (Figure 34). If the Enabled and Allow the Connection options are selected, close the World Wide Web Services (HTTP Traffic-In) Properties window and go to Step 8. If the Enabled and Allow the Connection options are not selected, go to Step 8 in Configuring the Windows Firewall for Windows Server 2008 R2 OS (!).
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8. In the Inbound Rules pane (Figure 30), verify that a rule called SMTP Port 25 appears in the middle pane and is enabled (green check mark).
Figure 30: Windows Firewall - SMTP Port 25 Inbound Rule
If it is listed and enabled, close this wizard window and return to the wizard overview steps. If it is not listed or not enabled, go to Step 10 in Configuring the Windows Firewall for Windows Server 2008 R2 OS (!).
Configuring the Windows Firewall for Windows Server 2008 R2 OS (!)

To configure the Windows firewall for Windows Server 2008 R2 OS: 1. On the Control Panel, click System and Security, then click Windows Firewall. The Windows Firewall window appears (Figure 31). 2. On the Windows Firewall window, make sure the firewall is On. If not, turn on the Windows Firewall.
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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.
3. Click Advanced Settings. The Windows Firewall with Advanced Security window appears (Figure 32).
Figure 32: Windows Firewall with Advanced Security
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Figure 33: Windows Firewall - Inbound Rules
5. In the Inbound Rules pane, select World Wide Web Services (HTTP TrafficIn). 6. In the Actions pane, select Enable Rule. The World Wide Web Services (HTTP Traffic-In) Inbound Rule is enabled. 7. In the Actions pane for World Wide Web Services (HTTP Traffic-In), select Properties. The Properties window appears (Figure 34).
Figure 34: Properties for World Wide Web Services (HTTP Traffic-In)
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8. In the General tab of the World Wide Web Services (HTTP Traffic-In) Properties window, select Enabled and select the Allow the Connection option. 9. Click OK to save this change. 10. In the left pane of the Windows Firewall with Advanced Security window, click Inbound Rules. 11. In the Actions pane, select New Rule. The New Inbound Rule Wizard opens and the Rule Type window appears.
Figure 35: New Inbound Rule Wizard: Rule Type
12. Select Port and click Next. The Protocol and Ports window appears.
Figure 36: New Inbound Rule Wizard: Protocol and Ports
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13. Select TCP and in the Specific Local Ports field, enter 25. Click Next. The Action window appears.
Figure 37: New Inbound Rule Wizard: Action
14. Select Allow the connection. Click Next. The Profile window appears.
Figure 38: New Inbound Rule Wizard: Profile
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15. Keep all profile selections selected (default). Click Next. The Name window appears.
Figure 39: New Inbound Rule Wizard: Name
16. Specify SMTP Port 25 as the name and add an optional description to identify this new rule. Click Finish. The Inbound Rules table refreshes and adds the new rule called SMTP Port 25 to the top of the list. Port 25 is now open and ready for use. 17. Close the Windows Firewall with Advanced Security window. 18. Close all windows and go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
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Windows Server 2008 OS (!)

IMPORTANT: The Windows Server 2008 OS computer you want to use for Metasys software must have been installed on a cleanly formatted hard disk. We do not support the OS if it was upgraded from a previous version of Windows (for example, upgraded to Windows Server 2008 OS from Windows Server 2003 R2 OS). 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 Server 2008 OS from the media, making sure you format the hard disk during OS installation. Before you reimage the computer, verify that you have all necessary software drivers. We currently support Windows Server 2008 OS with SP2 (Standard and Enterprise 32-bit edition) for Ready Access Portal software. If you are currently running Windows Server 2008 OS with SP1, upgrade to SP2. New security features in Windows Server 2008 OS 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 OS presume you have selected the Category view for the Control Panel, which is the default view when the OS is initially installed. If you are using Classic View, change to Category view. Windows Server 2008 OS uses IIS Version 7.0.
Verifying Your Computer Has IIS Version 7.0 and ASP.NET Installed for Windows Server 2008 OS (!)
To verify your computer has IIS Version 7.0 and ASP.NET installed for Windows Server 2008 OS: 1. On the 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 and ASP.NET for Windows Server 2008 OS (!). 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.
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6. Verify that all necessary components are installed by comparing the selections under the Role Services summary with those in Table 7. If the settings match, go to Verifying Your Computer Has HTTP Activation and Message Queuing Installed for Windows Server 2008 OS (!). If these settings do not match, leave the Server Manager open and go to Installing IIS Version 7.0 and ASP.NET for Windows Server 2008 OS (!).
Installing IIS Version 7.0 and ASP.NET for Windows Server 2008 OS (!)
Note: You may need your Windows Server 2008 OS files to install the IIS software. The IT department may provide the OS files on a hard disk, network drive, or software media. To install IIS Version 7.0 and ASP.NET for Windows Server 2008 OS: 1. On the 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 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 OS 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 7. Note: The HTTP Redirection option is only required if SQL Server 2005 is being installed on Windows Server 2008 OS. For any other installation, do not select the HTTP Redirection feature.
Table 7: Web Server (IIS) Selections for Windows Server 2008 OS (Part 1 of 2)
Section Title
Common HTTP Features
Selections
Static Content Default Document Directory Browsing HTTP Errors HTTP Redirection1
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Table 7: Web Server (IIS) Selections for Windows Server 2008 OS (Part 2 of 2)
Section Title
Application Development
Selections
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 HTTP Logging Request Monitor Windows Authentication Request Filtering Static Content Compression IIS Management Console IIS Management Scripts and Tools IIS 6 Metabase Compatibility IIS 6 WMI Compatibility IIS 6 Scripting Tools
Health and Diagnostics Security Performance Features Management Tools IIS 6 Management Compatibility
1.
Only required if SQL Server 2005 is installed on Windows Server 2008 OS.
8. Click Next and the Web Server (IIS) confirmation screen 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. Go to Verifying Your Computer Has HTTP Activation and Message Queuing Installed for Windows Server 2008 OS (!).
Verifying Your Computer Has HTTP Activation and Message Queuing Installed for Windows Server 2008 OS (!)
To verify your computer has HTTP Activation and Message Queuing installed for Windows Server 2008 OS: 1. On the 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. 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 for Windows Server 2008 OS (!).
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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 OS Installed.
Installing and Configuring HTTP Activation and Message Queuing Service for Windows Server 2008 OS (!)
Note: The Message Queuing service must be installed and running at all times on the computer that is running ADX software. This service is not required on a stand-alone SCT computer or on the Database Server computer of a split ADX. Do not stop, uninstall, or restart this service. To install HTTP Activation and Message Queuing service for Windows Server 2008 OS: 1. On the 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 40).
Figure 40: HTTP Activation and Message Queuing
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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 the 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 41).
Figure 41: 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 41), select Restart the Service. 13. Click OK to save your changes. 14. Close all windows. 15. On the Desktop, right-click Computer and select Manage. The Server Manager window appears. Browse to Features > Message Queuing.
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16. Right-click Message Queuing and select Properties. The Message Queuing Properties window appears (Figure 42).
Figure 42: Setting Message Queuing Size
17. Under Storage limits, clear the check box for Limit message storage to (KB). 18. Click OK. 19. Click Yes to the Message Queuing message about whether to restart the Message Queuing service. 20. Restart the computer and log on. 21. Go to Verifying Your Computer Has SP2 for Windows Server 2008 OS Installed.
Verifying Your Computer Has SP2 for Windows Server 2008 OS Installed
To verify your computer has SP2 for Windows Server 2008 OS installed: 1. On the Control Panel, select System and Maintenance. 2. On the System and Maintenance window, select System. 3. On the System window, check if Service Pack 2 appears for the OS. 4. If Service Pack 2 does not appear, go to Installing SP2 for Windows Server 2008 OS. If Service Pack 2 appears, close all windows and go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
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Installing SP2 for Windows Server 2008 OS

Note: If you are manually installing the OS SP2 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 OS SP2 installed, you do not need to reinstall the SP. Lastly, SP2 for Windows 2008 OS includes Windows Installer 4.5, which SQL Server 2008 software installation requires. To install SP2 for Windows Server 2008 OS: 1. Navigate to http://technet.microsoft.com/en-us/windows/dd262148.aspx. Note: Alternatively, go to www.microsoft.com and search for the Service Pack. 2. Follow the instructions to download and install SP2 for Windows Server 2008 OS. 3. After installation completes, close all windows and go to Configuring the Windows Firewall (!).
Configuring the Windows Firewall (!)

To configure the Windows Firewall: 1. On the Control Panel, select Security > Windows Firewall. The Windows Firewall screen appears (Figure 43).
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2. On the Windows Firewall screen, select Allow a program through Windows Firewall. The Windows Firewall Settings screen appears with the Exception tab selected (Figure 44). 3. On the Exceptions tab, click Add Port (Figure 44).
Figure 44: Windows Firewall Settings - Exceptions Tab
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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 thus considered insecure. If all NAEs/NIEs and computers running the Metasys system UI are on the same subnet as the , select My Network (subnet) only to limit the scope of unsolicited messages that the accepts.
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If the and any of the NAEs/NIEs or computers running the Metasys UI are on different subnets, or you want to limit the scope even further, select 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 47).
Note: For more information on the choices in the Change Scope screen, 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 OS. 6. Click OK on the Add a Port screen. 7. Click OK to close the Windows Firewall screen. 8. Close all windows and go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
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Windows Server 2003 R2 OS (!)

IMPORTANT: The Windows Server 2003 R2 OS computer you want to use for Metasys software must have been installed on a cleanly formatted hard disk. We do not support the OS if it was upgraded from a previous version of Windows (for example, upgraded to Windows Server 2003 R2 OS from Windows 2000 Server OS). If you need to reimage the computer to meet this requirement, make sure you have all necessary software drivers before you proceed. We currently support Windows Server 2003 R2 OS SP2 (Standard and Enterprise editions, 32-bit only) for Ready Access Portal software. If you are currently running SP1, upgrade to SP2. Windows Server 2003 R2 OS uses IIS Version 6.0. By default, Metasys software automatically installs in the same drive location as IIS, which defaults to the location where the OS is installed. To change the location where the Metasys software installs, you must change the location where IIS installs. IMPORTANT: If your computer arrives from the supplier with the SP2 installed already or if you install SP2 and would like to change firewall settings, refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for special firewall settings.
Updating the OS (!)

The following procedure assumes that an Internet connection is available. If you do not have an Internet connection available, you can install the Windows OS updates from a disk, CD, or other media. To minimize the risk of infection by a virus, have the media ready and apply the updates immediately. To update the OS, do one of the following:
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If you are the first to log on to the computer as a member of the Administrator group, the Windows Server Post-Setup Security Updates window appears immediately (Figure 48). The computer does not allow any incoming communication while this window is open.
Figure 48: Windows Server Post-Setup Security Updates
a. Click Update this server. The Help and Support Center window appears. b. Click Connect. c. To connect to the Internet, follow the instructions in the dialog box. The New Connection wizard window appears. d. Click Next. Once the updates are installed, the Windows Server Post-Setup Security Updates window reappears. e. Click Finish. The Windows Server Post-Setup Security Updates confirmation window appears. Confirm the updates. If you are not the first to log on to the computer as a member of the Administrator group, do the following: a. From the computer, browse to http://windowsupdate.microsoft.com b. Follow the instructions to install all outstanding security updates available for the OS. c. Go to Installing IIS Version 6.0 and ASP.NET for Windows Server 2003 OS.
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Installing IIS Version 6.0 and ASP.NET for Windows Server 2003 OS
Note: You need your Windows Server 2003 OS files to install the IIS software. The IT department may provide the OS files on a hard disk, network drive, or CD. To install IIS Version 6.0 for Windows Server 2003 OS: 1. In the Windows Components Wizard window, if Internet Information Services (IIS) is not checked, select it. Note: Enable Network COM+ access is selected for you. 2. If ASP.NET is not checked, select it. 3. Click OK. 4. Click Next. When asked to insert the disk, insert the Windows Server 2003 OS disk (or browse to the location where your IT department provides the OS files). 5. When the Wizard is complete, click Finish. The IIS installation is complete. 6. Close all windows. 7. Go to Verifying Your Computer Has IIS Version 6.0 and ASP.NET Installed for Windows Server 2003 OS.
Verifying Your Computer Has IIS Version 6.0 and ASP.NET Installed for Windows Server 2003 OS
To verify your computer has IIS Version 6.0 and ASP.NET installed for Windows Server 2003 OS: 1. On the Control Panel, select Add or Remove Programs. The Add or Remove Programs window appears. 2. On the left side of the window, click Add/Remove Windows Components. The Windows Components Wizard window appears. 3. Select Application Server and click Details. The Application Server window appears. 4. Verify that a check box appears next to Internet Information Services (IIS) and ASP.NET. If either Internet Information Services (IIS) or ASP.NET is not checked, leave the Windows Components Wizard window open and go to Installing IIS Version 6.0 and ASP.NET for Windows Server 2003 OS. If Internet Information Services (IIS) and ASP.NET both are checked, you have IIS and ASP.NET installed. Do the following: a. On the Control Panel, select Administrative Tools > Internet Information Services (IIS) Manager. The Internet Information Services (IIS) Manager window appears.
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b. In the tree on the left, select the local computer. c. In the right pane, right-click the Web Sites folder and select Properties. The Web Sites Properties window appears. d. On the Service tab, in the Isolation mode section, verify that the Run WWW service in IIS 5.0 isolation mode check box is cleared. If this box is checked, clear it (Figure 49).
Figure 49: Clear Run WWW Service in IIS 5.0 Isolation Mode Box
e. Click OK. f. Click Yes when asked if you would like to restart IIS. g. Close all windows. Go to Verifying Your Computer Has SP2 for Windows Server 2003 R2 OS Installed.
Verifying Your Computer Has SP2 for Windows Server 2003 R2 OS Installed
To verify your computer has SP2 for Windows Server 2003 SP2 OS installed: 1. On the Control Panel, select System. The System Properties window appears. 2. On the General tab, under System, check to see if Service Pack 2 appears for the OS. 3. If you do not have SP2, close all windows and go to Installing SP2 for Windows Server 2003 R2 OS. If you have SP2, go to Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS.
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Installing SP2 for Windows Server 2003 R2 OS

Note: You must install IIS on your computer before installing any required Windows OS SP installation. If the SP is already installed, you must reinstall the SP after installing IIS. To install SP2 for Windows Server 2003 R2 OS: 1. Navigate to http://technet.microsoft.com/en-us/windowsserver/ bb229701.aspx. Note: Alternatively, go to www.microsoft.com and search for the service pack. 2. Follow the instructions to download and install SP2 for Windows Server 2003 R2 OS. We support the optional R2 components. 3. Go to Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS.
Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS
To verify your computer has Windows Installer 4.5 for Windows Server 2003 R2 OS: 1. Open Windows Explorer and browse to the System32 folder under your Windows root folder; for most installations, that is c:\Windows\System32. Note: If the System32 folder is not visible, the selection for hiding protected operating system files is not cleared. Open Folder Options under Control Panel and click the View tab. Make sure that Hide protected operating system files is not selected. 2. Locate the file called msi.dll. 3. Right-click the msi.dll file and select Properties. The Properties dialog box appears. 4. Select the Version tab. The file version information appears. 5. Verify that the file version shown is 4.5.6001.22159 or later. If the file version is correct, go to Configuring the Windows Firewall for Windows Server 2003 R2 OS (!). If you have an earlier file version, you do not have Windows Installer 4.5 installed. Go to Installing Windows Installer 4.5 for Windows Server 2003 R2 OS.
Installing Windows Installer 4.5 for Windows Server 2003 R2 OS

Note: If you do not have the SCT media, you may download Windows Installer 4.5 from the Microsoft Web site. Go to www.microsoft.com/downloads and search for Windows Installer 4.5. Make sure you download the version for the Windows Server 2003 R2 OS.
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To install the correct version of Windows Installer for Windows Server 2003 R2 OS: 1. Insert the SCT media. 2. Open Microsoft Windows Explorer and browse to OEM > Microsoft > Windows Installer > 4.5 > SERVER 2003. 3. Double-click the file located under the current folder. An Open File - Security Warning box appears. 4. Click Run to grant permission to run the file. The Windows Installer files are extracted. 5. Follow the steps in the Software Update Installation Wizard. 6. Click Finish. Installation is complete. 7. Restart the computer. 8. Close all windows and go to Configuring the Windows Firewall for Windows Server 2003 R2 OS (!).
Configuring the Windows Firewall for Windows Server 2003 R2 OS (!)

Note: This procedure is required only if you want to enable the firewall but open certain ports. Otherwise, this procedure is optional. The Firewall is disabled by default on Windows Server 2003 R2 OS, and when you apply R2 to an existing installation of Windows Server 2003 OS. To configure the Windows Firewall: 1. On the Control Panel, select Windows Firewall. The Windows Firewall screen appears with the General tab selected (Figure 50).
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Figure 50: Windows Firewall - General Tab
2. On the Windows Firewall General tab, select On.
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3. On the Exceptions tab, click Add Port (Figure 51).
Figure 51: Windows Firewall - Exceptions Tab
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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 thus considered insecure. If all NAEs/NIEs and computers running the Metasys system UI are on the same subnet as the , select My Network (subnet) only to limit the scope of unsolicited messages that the accepts. If the and any of the NAEs/NIEs or computers running the Metasys UI are on different subnets, or you want to limit the scope even further, select 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 54).
Note: For more information on the choices in the Change Scope screen, refer to Appendix B: Windows XP Professional SP3 Considerations in the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279).
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6. Click OK on the Add a Port screen. 7. Click OK to close the Windows Firewall screen. 8. Close all windows and go to Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!).
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Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!)

Note: If you are using any version of Windows 7 OS or Windows Server 2008 R2 OS, Microsoft .NET Framework version 3.5.1 is required. Skip this introduction and depending on your OS, see Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows 7 OS Only) (!) or Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows Server 2008 R2 OS Only) (!). All other versions of Windows OS use .NET Framework 3.5 SP1. Before you install .NET Framework Version 3.5 SP1, you must: verify you have the correct version of Windows Installer for your operating system. If you are using Windows XP Professional OS, see Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS. If you are using Windows Server 2003 R2 OS, see Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS. Note: If you are using Windows Server 2008 OS with SP2, Windows Installer 4.5 was installed with the service pack. verify you have the correct version of IIS for your operating system. If you install .NET Framework Version 3.5 SP1 before you install IIS, you must uninstall .NET Framework, reinstall IIS, then reinstall .NET Framework. verify you have the required Windows OS service pack on your computer if you are using Windows XP Professional OS or Windows Server 2003 R2 OS. If .NET Framework Version 3.5 SP1 is already installed, you must uninstall .NET Framework Version 3.5 SP1, install the service pack, then reinstall .NET Framework.
Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!)
To verify your computer has Microsoft .NET Framework Version 3.5 SP1 installed: 1. On the Control Panel, open Add or Remove Programs or Programs. If you are using Windows Server 2008 OS, open Programs, then Programs and Features. 2. In the list of programs, look for Microsoft .NET Framework 3.5 SP1. 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 SP1 does not appear in the list, you do not have .NET Framework Version 3.5 SP1 installed. Go to Installing Microsoft .NET Framework Version 3.5 SP1 (!).
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If Microsoft .NET Framework 3.5 SP1 does appear, you have .NET Framework Version 3.5 SP1 installed. 3. If you are using Windows XP Professional OS, you are done with this section. If you are using Windows Server 2003 R2 OS, go to Enabling ASP.NET (Windows Server 2003 R2 OS Only) (!). If you are using Windows Server 2008 OS, go to Enabling ASP.NET (Windows Server 2008 OS - Any Edition) (!).
Installing Microsoft .NET Framework Version 3.5 SP1 (!)

If you are using Windows XP Professional OS or Windows Server 2003 R2 OS, you must install any required Windows OS service pack on your computer before installing .NET Framework Version 3.5 SP1. (This does not apply if you are using any Windows Server 2008 OS or Windows 7 OS.) If .NET Framework Version 3.5 SP1 is already installed, you must reinstall it after installing the required service pack. To install .NET Framework Version 3.5 SP1: 1. Insert the media or SCT media. 2. Using Windows Explorer, browse to the following folder: OEM > Microsoft > DotNet Framework > v3.5 > dotNetFramework_3.5_SP1 3. Double-click setup.bat. The Microsoft .Net Framework 3.5 SP1 Setup dialog box appears. 4. Click Yes. The program begins extracting files and the License Agreement appears. 5. Follow the .NET Framework Setup installation instructions until the .NET Framework Version 3.5 SP1 installation is complete. Note: For some settings, you may need to consult the customers IT department to ensure compliance with its processes. 6. Restart your computer. 7. If you are using Windows XP Professional OS, you are done with this section. If you are using Windows Server 2003 R2 OS, go to Enabling ASP.NET (Windows Server 2003 R2 OS Only) (!). If you are using Windows Server 2008 OS, go to Enabling ASP.NET (Windows Server 2008 OS - Any Edition) (!).
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows 7 OS Only) (!)
Note: For Windows 7 OS, 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.
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To verify your computer has .NET Framework 3.5.1 installed (Windows 7 OS only): 1. On the 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 3.5.1 feature. 5. Verify the check box that appears next to Microsoft .NET Framework 3.5.1 is selected and Windows Communication Foundation HTTP Activation is selected. If Microsoft .NET Framework 3.5.1 is not selected and Windows Communication Foundation HTTP Activation is not selected, you do not have .NET Framework Version 3.5.1 installed. Go to Step 5 in Installing Microsoft .NET Framework 3.5.1 (Windows 7 OS Only) (!). If Microsoft .NET Framework 3.5.1 is selected and Windows Communication Foundation HTTP Activation is selected, you have .NET Framework Version 3.5.1 installed.
Installing Microsoft .NET Framework 3.5.1 (Windows 7 OS Only) (!)

To install .NET Framework Version 3.5.1 (Windows 7 OS only): 1. On the 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.
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4. In the Windows Features window, locate the Microsoft .NET Framework 3.5.1 feature (Figure 55).
Figure 55: Installing Microsoft .NET Framework 3.5.1
5. Select Microsoft .NET Framework 3.5.1 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.
Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows Server 2008 R2 OS Only) (!)
Note: For Windows Server 2008 R2 OS, 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 verify your computer has .NET Framework 3.5.1 installed (Windows Server 2008 R2 OS only): 1. From the 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 the 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.
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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 (Windows Server 2008 R2 OS Only) (!). 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 (Windows Server 2008 OS - Any Edition) (!).
Installing Microsoft .NET Framework 3.5.1 (Windows Server 2008 R2 OS Only) (!)
To install .NET Framework Version 3.5.1 (Windows Server 2008 R2 OS only): 1. On the 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 the 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 56).
Figure 56: 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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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 (Windows Server 2008 OS - Any Edition) (!).
Enabling ASP.NET (Windows Server 2003 R2 OS Only) (!)

To enable ASP.NET (Windows Server 2003 R2 OS Only): 1. On the Control Panel, select Administrative Tools > Internet Information Server (IIS). The Internet Information Services (IIS) Manager window appears. 2. In the tree on the left, select the local computer. 3. Double-click the Web Service Extensions folder. Verify that the following items are allowed: ASP.NET v1.1.4322 ASP.NET v.2.0.50727
If these items are not allowed, select each and click Allow.
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Note: The default setting for Windows Server 2003 R2 OS with IIS Version 6.0 installed is to prohibit ASP.NET until a Windows OS administrator changes the parameters of the Web Services Extensions folder using this procedure.
Figure 57: Web Service Extensions
4. Close all windows.
Enabling ASP.NET (Windows Server 2008 OS - Any Edition) (!)

To enable ASP.NET (Windows Server 2008 OS - any edition): 1. On the Control Panel, select System and Maintenance (or 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. If you are using Windows Server 2008 R2 OS, additional ASP.NET entries might be shown. Verify the ASP.NET v.2.0.50727 entry you are allowing has Microsoft.NET\Framework in the path.
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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 58: ASP.NET Configuration
6. Close all windows. 7.
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SQL Server 2008 Express R2 Software (!)

Before installing SQL Server 2008 Express R2 software, you need to verify that you have Windows Installer 4.5, Microsoft .NET Framework Version 3.5 SP1, and Windows Powershell 1.0 already installed.
Table 8: SQL Server 2008 Express R2 Software Prerequisites
Component
Windows Installer 4.5
Reference
Windows XP Professional OS: Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS Note: For Windows 7 OS, the required Windows Installer is already present. Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!) Installing Windows Powershell 1.0 (!) Note: For Windows 7 OS, Windows Powershell is already installed.
Microsoft .NET Framework 3.5 SP1 Windows Powershell 1.0
For some SQL Server 2008 Express R2 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication during the installation procedure. Also, when you specify SQL Server Authentication for the install, enter a strong System Administrator (SA) password for the Microsoft SQL Server 2008 Express R2 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (for example, cannot be found in the dictionary; does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. During the SQL Server 2008 Express R2 software upgrade process, the same settings from the older version of MSDE 2000 software or SQL Server software are used, including the reuse of the existing SA password and the selection of Mixed Mode authentication. You cannot change these settings during the upgrade. In addition, the upgrade process prompts you to select the database instance to be upgraded. Be sure to select the instance that is currently in use for Metasys software.
Installing Windows Powershell 1.0 (!)

Note: Windows Powershell is required on the Windows XP Professional OS computer if you want to install SQL Server 2008 R2 software. Windows Powershell is not required for the Windows 7 OS because this OS has Windows Powershell pre-installed. To install Windows Powershell 1.0: 1. Start your Web browser.
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2. Go to http://support.microsoft.com/kb/926139. Select the download link for Windows PowerShell 1.0 for Windows XP, x86-based versions. The Windows PowerShell 1.0 Installation Package screen appears. 3. Click Continue to perform the required Windows validation procedure. 4. Click Download to save the Windows Powershell 1.0 installation file to a location on your computer. 5. After the download completes, double-click the file you downloaded. The Open File - Security Warning box appears. 6. Click Run to start the installation. The installation files extract to your computer. 7. Follow the steps in the wizard to complete the installation. No computer restart is necessary. 8. After installation, go to Installing SQL Server 2008 Express R2 Software (!) and follow the instructions.
Verifying Your Computer Has SQL Server 2008 Express R2 Software Installed (!)
To verify your computer has SQL Server 2008 Express R2 software installed:
Table 9: SQL Server 2008 Express R2 Software Verification (Part 1 of 2)
1. Start From the Start menu, select Programs or All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2008 R2, go to Installing SQL Server 2008 Express R2 Software (!). If you suspect that you currently have MSDE 2000 software, go to Upgrading MSDE 2000 SP4 to SQL Server 2008 Express R2 Software (!). If you have SQL Server 2005 Express SP3 software, go to Upgrading SQL Server 2005 Express SP3 Software to SQL Server 2008 Express R2 Software (!).
Figure 59: Selecting SQL Server Configuration Manager

2.
In the left pane, select SQL Server Services. In the right pane, double-click SQL Server (MSSQLServer). Note: If you use a different named instance for Metasys software, double-click the entry with that instance name where MSSQLServer appears in the example above.
Figure 60: SQL Server Configuration Manager
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Table 9: SQL Server 2008 Express R2 Software Verification (Part 2 of 2)

3. Select the Advanced tab and locate the File Version row. Note the file version and close all windows.
Figure 61: File Version

4. Do one of the following: If the file version number is 2007.0100.2531.00 or lower, you do not have SQL Server 2008 Express R2 software installed. See Installing SQL Server 2008 Express R2 Software (!). If the file version number is 2009.0100.1600.01 or higher, you have SQL Server 2008 Express R2 software installed. Go to Ready Access Portal Software.
Installing SQL Server 2008 Express R2 Software (!)

If you are installing SQL Server 2008 Express R2 software on a drive other than the default, you must take special steps to make sure all software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!). To install SQL Server 2008 Express R2 software:
Table 10: SQL Server 2008 Express R2 Software Installation Steps (Part 1 of 10)
1. Start Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express R2 > 10.50.1600.1. Double-click the file named SQLEXPRWT_x86_ENU.exe The setup files extract to a temporary location on your hard disk and then installation begins.
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2. If you do not have a required prerequisite, a box appears and indicates what is missing. Click OK, install the missing prerequisite, and then start over with this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5.
Figure 62: Missing Prerequisites

3. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To begin, select Installation in the left pane.
Figure 63: Planning

4. Click New installation or add features to an existing installation.
Figure 64: Installation
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5. A report appears that lists the results of the Setup Support Rules test. The example shown on the left is the Details view. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK.
Figure 65: Setup Support Rules

6. Read the License Terms agreement and then click I accept the license terms. Click Next.
Figure 66: License Terms

7. Click Install to install the necessary setup support files.
Figure 67: Setup Support Files
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8. A report appears that lists the results of a final Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Any Warning report can be ignored at this point.)

9. Select Database Engine Services and Management Tools - Basic. Click Next.
Figure 69: Feature Selection
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10. An Installation Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next.
Figure 70: Installation Rules

11. Select Named instance and type MSSQLSERVER in the Named Instance field. The Instance ID field fills in for you. MSSQLSERVER is the instance you are going to use with Metasys software. Click Next.
Figure 71: Instance Configuration

12. A Disk Usage Summary appears. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next.
Figure 72: Disk Space Requirements
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13. Make these selections: For SQL Service Database Engine, select NT AUTHORITY\SYSTEM in the Account Name field. Leave the Password field blank. For SQL Server Browser service, select NT AUTHORITY\LOCAL SERVICE in the Account Name field. Do not change the Startup Type. Leave the Password field blank. You do not need to make any selections from the Collation tab. Click Next.
Figure 73: Server Configuration
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14. Select Mixed Mode and define a strong password for the SQL Server Administrator (SA) user account. Note: Safeguard this user name and password pair. You cannot maintain the database without it. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily. You can use the complex Metasys password XMG3-Rel.1. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Under the Specify SQL Server administrators section: 1. Click Add. The Select Users or Groups dialog appears (Figure 74). 2. Click Advanced. A second Select Users or Groups dialog appears. 3. Click Find Now. If the computer is not a member of a domain, select Administrators in the Search results and click OK. If the computer is a member of a domain, click Locations and select the location from the domain. Type Administrators in the Enter the Object Names to select box. 4. Click Check Names. The entry <Your Computer Name>\Administrators appears in the box. Make sure the entry contains Administrators (plural), and not Administrator (singular). 5. Click OK to close the box. The entry BUILTIN\Administrators appears in the Specify SQL Server administrators section (Figure 74). Note: If the customer's IT department is involved with SQL Server software installation and does not permit the use of the BUILTIN\Administrators user, request that the IT department select a different SQL Server administrator user(s). See also the ADS/ADX Software section of the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331) for information regarding the need for Administrative privileges in SQL Server during installation and details on other SQL Accounts used at installation. 6. Click Next.
4 2 5
Figure 74: Database Engine Configuraton
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15. The Error Reporting screen appears. Skip the option for sending error reports. Click Next.
Figure 75: Error and Usage Reporting

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17. A summary screen appears with a list of your selections. Verify the list. Click Install to begin.
Figure 77: Ready to Install

18. SQL Server 2008 Express R2 software installs as indicated by the Setup Progress screen. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears in the progress bar, click Next.
Figure 78: Installation Progress
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19. The Complete screen appears. Click Close.
Figure 79: Complete

20. From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager (Figure 80). 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. The installation is complete. Restart your computer.
21.
Done
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Upgrading MSDE 2000 SP4 to SQL Server 2008 Express R2 Software (!)
To upgrade MSDE 2000 SP4 Software to SQL Server 2008 Express R2 software:
Table 11: MSDE 2000 SP4 Upgrade to SQL Server 2008 Express R2 Software Installation Steps (Part 1 of 3)
1. If MSDE 2000 SP4 software is running, double-click the SQL Server icon ( Note: If you do not see this icon, you do not have MSDE 2000 installed. Click the Stop button. Click Yes in the question box (Figure 81). ) in the taskbar.
Figure 81: Service Manager Question Box

Clear the Autostart check box. Close the SQL Server Service Manager. 2. Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express R2 > 10.50.1600.1. Double-click the file named SQLEXPRWT_x86_ENU.exe. The setup files extract to a temporary location on your hard disk and then installation begins. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over at Step 2 of this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5, both available on the or SCT media. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin installation, click Upgrade from SQL Server 2000, SQL Server 2005, or SQL Server 2008 in the right pane of the screen. The Setup Support Rules screen appears. A report appears that lists the results of the Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK. The Product Key screen appears. In The Product Key screen, click Next. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored at this point.) Click Next.
3.
4. 5. 6.
7. 8. 9. 10.
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11. The Select Instance screen appears (Figure 82), indicating the name(s) of the SQL Server instance(s) currently installed.
Figure 82: Select Instance

Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance during an upgrade. Click Next. The Select Features screen appears. 12. The Select Features screen (Figure 83) indicates the Instance ID that is ready to be upgraded. During an upgrade, you cannot select any additional features.
Figure 83: Select Features

Click Next. The Disk Space Requirements screen appears. 13. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Error Reporting screen appears. In the Error Reporting screen, skip the option for sending error reports. Click Next. The Upgrade Rules screen appears. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. In the Complete screen, click Close.
14. 15.
16. 17.
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18. From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager (Figure 84).

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. 19. The installation is complete. Restart your computer.
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Upgrading SQL Server 2005 Express SP3 Software to SQL Server 2008 Express R2 Software (!)
Note: If you need to verify that you have SQL Server 2005 Express SP3 Software, see Verifying Your Computer Has SQL Server 2005 Express SP3 Software Installed. Note: Before upgrading, we recommend that you uninstall SQL Server Management Studio Express if it is currently installed on your computer. To upgrade SQL Server 2005 Express SP3 Software to SQL Server 2008 Express R2 software:
Table 12: SQL Server 2005 Express SP3 Software Upgrade to SQL Server 2008 Express R2 Software Installation Steps (Part 1 of 3)
1. Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express R2 > 10.50.1600.1. Double-click the file named SQLEXPRWT_x86_ENU.exe. The setup files extract to a temporary location on your hard disk and then installation begins. 2. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with Step 1 of this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5. The Windows Powershell 1.0 requirement is not verified until the setup support files are checked. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin installation, click Upgrade from SQL Server 2000, SQL Server 2005, or SQL Server 2008 in the right pane of the screen. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored at this point.) Click Next.
3. 4. 5. 6. 7.
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Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance during an upgrade. Click Next. The Select Features screen appears 9. The Select Features screen (Figure 86) indicates the Instance ID that is ready to be upgraded. During an upgrade, you cannot select any additional features.
Figure 86: Select Features to be Upgraded

Click Next. The Disk Space Requirements screen appears. 10. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Error Reporting screen appears. In the Error Reporting screen, skip the option for sending error reports. Click Next. The Upgrade Rules screen appears. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. The Installation Progress screen appears as the SQL Server 2008 Express R2 software installs. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears above the progress bar, click Next. The Complete screen appears.
11. 12.
13. 14.
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15. 16. In the Complete screen, click Close. From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager (Figure 87).

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Upgrading SQL Server 2008 Express SP2 Software to SQL Server 2008 Express R2 Software (!)
Note: If you need to verify that you have SQL Server 2008 Express SP2 Software, see Verifying Your Computer Has SQL Server 2008 Express SP2 Software Installed (!). Note: Before upgrading, we recommend that you uninstall SQL Server Management Studio Express if it is currently installed on your computer. To upgrade SQL Server 2008 Express SP2 Software to SQL Server 2008 Express R2 software:
1. Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express R2 > 10.50.1600.1. Double-click the file named SQLEXPRWT_x86_ENU.exe. The setup files extract to a temporary location on your hard disk and then installation begins. 2. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with Step 1 of this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5. The Windows Powershell 1.0 requirement is not verified until the setup support files are checked. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin installation, click Upgrade from SQL Server 2000, SQL Server 2005, or SQL Server 2008 in the right pane of the screen. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored at this point.) Click Next.
3. 4. 5. 6. 7.
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Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance during an upgrade. Click Next. The Select Features screen appears. 9. 10. During an upgrade, you cannot select any additional features. In the Select Features screen, click Next. The Select Features screen appears (Figure 89), indicating the Instance ID that is ready to be upgraded.
Figure 89: Select Features to be Upgraded

Click Next. The Disk Space Requirements screen appears. 11. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Error Reporting screen appears. In the Error Reporting screen, skip the option for sending error reports. Click Next. The Upgrade Rules screen appears. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears.
12. 13.
14.
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15. The Installation Progress screen appears as the SQL Server 2008 Express R2 software installs. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears above the progress bar, click Next. The Complete screen appears. In the Complete screen, click Close. From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager (Figure 87).
16. 17.

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SQL Server 2008 Express SP2 Software (!)

Before installing SQL Server 2008 Express SP2 software, you need to verify that you have Windows Installer 4.5, Microsoft .NET Framework Version 3.5 SP1, and Windows Powershell 1.0 already installed.
Table 14: SQL Server 2008 Express SP2 Software Prerequisites
Component
Reference
Windows XP Professional OS: Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS Note: For Windows 7 OS, the required Windows Installer is already present. Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!) Installing Windows Powershell 1.0 (!) Note: For Windows 7 OS, Windows Powershell is already installed.
For some SQL Server 2008 Express SP2 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication during the installation procedure. Also, when you specify SQL Server Authentication for the install, enter a strong SA password for the Microsoft SQL Server 2008 Express SP2 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (for example, cannot be found in the dictionary; does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. During the SQL Server 2008 Express SP2 software upgrade process, the same settings from the older version of MSDE 2000 software or SQL Server software are used, including the reuse of the existing System Administrator (SA) password and the selection of Mixed Mode authentication. You cannot change these settings during the upgrade. In addition, the upgrade process prompts you to select the database instance to be upgraded. Be sure to select the instance that is currently in use for Metasys software.
Installing Windows Powershell 1.0 (!)

Note: Windows Powershell is required on the Windows XP Professional OS computer if you want to install SQL Server 2008 Management Studio Express (a helpful database management tool). It is not required for SQL Server Management Studio Express for SQL Server 2005 software. Windows Powershell is also not required for the Windows 7 OS because this OS has Windows Powershell pre-installed.
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To install Windows Powershell 1.0: 1. Start your Web browser. 2. Go to http://support.microsoft.com/kb/926139. Select the download link for Windows PowerShell 1.0 for Windows XP, x86-based versions. The Windows PowerShell 1.0 Installation Package screen appears. 3. Click Continue to perform the required Windows validation procedure. 4. Click Download to save the Windows Powershell 1.0 installation file to a location on your computer. 5. After the download completes, double-click the file you downloaded. The Open File - Security Warning box appears. 6. Click run to start the installation. The installation files extract to your computer. 7. Follow the steps in the wizard to complete the installation. You do not need to restart the computer. 8. After installation, go to Installing SQL Server 2008 Express SP2 Software (!) and follow the instructions.
Verifying Your Computer Has SQL Server 2008 Express SP2 Software Installed (!)
To verify your computer has SQL Server 2008 Express SP2 software installed:
Table 15: SQL Server 2008 Express SP2 Software Verification (Part 1 of 2)
1. Start From the Start menu, select Programs or All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2008, go to Installing SQL Server 2008 Express SP2 Software (!). If you suspect that you currently have MSDE 2000 software, go to Upgrading MSDE 2000 SP4 to SQL Server 2008 Express SP2 Software (!). If you have SQL Server 2005 Express SP3 software, go to Upgrading SQL Server 2005 Express SP3 Software to SQL Server 2008 Express SP2 Software (!).
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2. In the left pane, select SQL Server Services. In the right pane, double-click SQL Server (MSSQLServer). Note: If you use a different named instance with Metasys software, double-click the entry with that instance name where MSSQLServer appears in the example to the left.


4. Do one of the following: If the file version number is 2007.0100.2531.00 or lower, you do not have SQL Server 2008 Express SP2 software installed. See Installing SQL Server 2008 Express SP2 Software (!). If the file version number is 2007.0100.4000.00 or higher, you have SQL Server 2008 SP2 software installed. Go to Ready Access Portal Software.
Installing SQL Server 2008 Express SP2 Software (!)

If you are installing SQL Server 2008 Express SP2 software on a drive other than the default, you must take special steps to make sure all software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!).
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To install SQL Server 2008 Express SP2 software:

Table 16: SQL Server 2008 Express SP2 Software Installation Steps (Part 1 of 9)
1. Start Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express > SP2 > 10.00.4000.00. Double-click the file named SQLEXPR_x86_ENU.EXE. The setup files extract to a temporary location on your hard disk and then installation begins. If you do not have a required prerequisite, a box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5.
2.

3. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To begin, select Installation in the left pane.
Figure 95: Planning
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4. Click New SQL Server stand-alone installation or add features to an existing installation.

5. A report appears that lists the results of the Setup Support Rules test. The example shown in Figure 97 is the Details view. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK.

6. The Product Key window appears. You do not need to specify a product key. Click Next.
Figure 98: Product Key
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8. Click Install to install the necessary setup support files.

9. A report appears that lists the results of a final Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Any Warning report can be ignored at this point.)
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10. Select Database Engine Services. Click Next.

11. Select Named instance and type MSSQLSERVER in the Named Instance field. The Instance ID field populates for you. MSSQLSERVER is the instance you are going to use with Metasys software. Click Next.

12. A Disk Usage Summary appears. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next.
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13. Make these selections: For SQL Service Database Engine, select NT AUTHORITY\SYSTEM in the Account Name field. Leave the Password field blank. For SQL Server Browser service, select NT AUTHORITY\LOCAL SERVICE in the Account Name field. Do not change the Startup Type. Leave the Password field blank. You do not need to make any selections from the Collation tab. Click Next.
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14. Select Mixed Mode and define a strong password for the SQL Server Administrator (SA) user account. Note: Safeguard this user name and password pair. You cannot maintain the database without it. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily. You can use the complex Metasys password XMG3-Rel.1. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Under the Specify SQL Server administrators section: 1. Click Add. The Select Users or Groups dialog appears (Figure 106). 2. Click Advanced. A second Select Users or Groups dialog appears. 3. Click Find Now. If the computer is not a member of a domain, select Administrators in the Search results and click OK. If the computer is a member of a domain, click Locations and select the location from the domain. Type Administrators in the Enter the Object Names to select box. 4. Click Check Names. The entry <Your Computer Name>\Administrators appears in the box. Make sure the entry contains Administrators (plural), and not Administrator (singular). 5. Click OK to close the box. The entry BUILTIN\Administrators appears in the Specify SQL Server administrators section (Figure 106). Note: If the customer's IT department is involved with SQL Server software installation and does not permit the use of the BUILTIN\Administrators user, request that the IT department select a different SQL Server administrator user(s). See also the ADS/ADX Software section of the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331) for information regarding the need for Administrative privileges in SQL Server during installation and details on other SQL Accounts used at installation. 6. Click Next.
4 2 5
Figure 106: Database Engine Configuraton
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15. The Error and Usage Reporting screen appears. Do not select the options for sending error and usage reports. Click Next.

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18. SQL Server 2008 Express SP2 software installs as indicated by the Setup Progress screen. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears in the progress bar, click Next.
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19. The Complete screen appears. Click Close.
Figure 111: Complete

20. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 112). 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. The installation is complete. Restart your computer.
21.
Done
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Upgrading MSDE 2000 SP4 to SQL Server 2008 Express SP2 Software (!)
To upgrade MSDE 2000 SP4 Software to SQL Server 2008 Express SP2 software:
Table 17: MSDE 2000 SP4 Upgrade to SQL Server 2008 Express SP2 Software Installation Steps (Part 1 of 3)
1. If MSDE 2000 SP4 software is running, double-click the SQL Server icon ( Note: If you do not see this icon, you do not have MSDE 2000 installed. Click the Stop button. Click Yes in the question box (Figure 113). ) in the taskbar.

Clear the Autostart check box. Close the SQL Server Service Manager. 2. Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express > SP2 > 10.00.4000.00. Double-click the file named SQLEXPR_x86_ENU.EXE. The setup files extract to a temporary location on your hard disk and then installation begins. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with Step 2 of this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5, both available on the or SCT media. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin installation, click Upgrade from SQL Server 2000 or SQL Server 2005 in the right pane of the screen. The Setup Support Rules screen appears. A report appears that lists the results of the Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK. The Product Key screen appears. In The Product Key screen, click Next. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored at this point.) Click Next.
3.
4. 5. 6.
7. 8. 9. 10.
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Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance during an upgrade. Click Next. The Select Features screen appears. 12. 13. During an upgrade, you cannot select any additional features. In the Select Features screen, click Next. The Instance Configuration screen appears (Figure 115), indicating the Instance ID that is ready to be upgraded.
Figure 115: Instance Configuration to be Upgraded

Click Next. The Disk Space Requirements screen appears. 14. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Error and Usage Reporting screen appears. In the Error and Usage Reporting screen, do not select the options for sending error and usage reports. Click Next. The Upgrade Rules screen appears.
15.
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16. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. The Installation Progress screen appears as the SQL Server 2008 Express SP2 software installs. This part of the procedure can take over 15 minutes to complete. During this process, this error message may appear:
17. 18.
Figure 116: Microsoft SQL Server 2008 Setup Error

This error is related to a SQL Server 2008 Express SP2 upgrade issue and does not affect installation. Click Cancel to continue. When Setup process complete appears above the progress bar, click Next. The Complete screen appears. 19. 20. In the Complete screen, click Close. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 117).

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Upgrading SQL Server 2005 Express SP3 Software to SQL Server 2008 Express SP2 Software (!)
Note: If you need to verify that you have SQL Server 2005 Express SP3 Software, see Verifying Your Computer Has SQL Server 2005 Express SP3 Software Installed. Note: Before upgrading, we recommend that you uninstall SQL Server Management Studio Express if it is currently installed on your computer. To upgrade SQL Server 2005 Express SP3 Software to SQL Server 2008 Express SP2 software:
Table 18: SQL Server 2005 Express SP3 Software Upgrade to SQL Server 2008 Express SP2 Software Installation Steps (Part 1 of 3)
1. Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express > SP2 > 10.00.4000.00. Double-click the file named SQLEXPR_x86_ENU.EXE. The setup files extract to a temporary location on your hard disk and then installation begins. 2. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over at Step 1 of this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1 and Windows Installer 4.5. The Windows Powershell 1.0 requirement is not verified until the setup support files are checked. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin installation, click Upgrade from SQL Server 2000 or SQL Server 2005 in the right pane of the screen. The Setup Support Rules screen appears. A report appears that lists the results of the Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK. The Product Key screen appears. In The Product Key screen, click Next. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored at this point.) Click Next.
3. 4. 5.
6. 7. 8. 9.
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Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance during an upgrade. Click Next. The Select Features screen appears. 11. 12. During an upgrade, you cannot select any additional features. In the Select Features screen, click Next. The Instance Configuration screen appears (Figure 119), indicating the Instance ID that is ready to be upgraded.

Click Next. The Disk Space Requirements screen appears. 13. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Error and Usage Reporting screen appears. In the Error and Usage Reporting screen, do not select the options for sending error and usage reports. Click Next. The Upgrade Rules screen appears.
14.
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15. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. The Installation Progress screen appears as the SQL Server 2008 Express SP2 software installs. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears above the progress bar, click Next. The Complete screen appears. In the Complete screen, click Close. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 120).
16. 17.
18. 19.

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SQL Server 2005 Express SP3 Software (!)

Before installing SQL Server 2005 Express SP3 software, make sure you have Windows Installer 4.5 (Windows XP Professional OS only) and Microsoft .NET Framework Version 3.5 SP1 installed.
Table 19: SQL Server 2005 Express SP3 Software Prerequisites
Component
Reference
Windows XP Professional OS Only: Verifying Your Computer Has Windows Installer 4.5 for Windows XP Professional OS Note: For Windows 7 OS, the required Windows Installer is already present. Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!)
Microsoft .NET Framework 3.5 SP1
Note: If you are installing or upgrading to SQL Server 2005 Express software on a Johnson Controls owned computer, do not use the procedure outlined in this section. Instead, run the SQL Server 2005 Express Upgrade utility located on the Johnson Controls Branch Purchase Package (BPP) media. Open Windows Explorer and browse to Branch Tools > JCI_SQL2005Express_Upgrade. Run the file called JCI_SQL2005Express_Upgrade.exe. This utility checks for all prerequisites and upgrades your computer to SQL Server 2005 Express SP3 software qualified for use with and SCT software. An application called the SQL Server Configuration Manager indicates the presence of SQL Server software on the computer, and provides an easy method for starting and stopping services related to SQL Server software. The application is available under the SQL Server 2005 program group. For some SQL Server 2005 Express SP3 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication during the installation procedure. Also, when you specify SQL Server Authentication for the install, enter a strong SA password for the Microsoft SQL Server 2005 Express SP3 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (cannot be found in the dictionary, does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. As you navigate the SQL Server 2005 Express SP3 software installation screens, you can click the Back button to return to a previous screen. If you do so, make sure you carefully check your entries and selections again as you advance through the screens with the Next button.
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Verifying Your Computer Has SQL Server 2005 Express SP3 Software Installed
To verify your computer has SQL Server Express SP3 software installed:
1. Start From the Start menu, select Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2005, go to Installing SQL Server 2005 Express SP3 Software. If you suspect that you currently have MSDE 2000 software, go to Upgrading MSDE 2000 SP4 to SQL Server 2005 Express SP3 Software or Upgrading MSDE 2000 SP4 to SQL Server 2008 Express SP2 Software (!).

2. In the left pane, select SQL Server 2005 Services. In the right pane, double-click SQL Server (MSSQLServer). Note: MSSQLSERVER is no longer the required instance name but is recommended if you are uncertain about what to enter in the Named Instance field or you have older supervisory engines at earlier releases. You must use MSSQLSERVER if you plan to use SCT Manager.
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4. Done Do one of the following: If the file version number is lower than 2005.090.2047.00, you do not have the correct SP installed. See Installing SQL Server 2005 Express SP3 Software. In some cases, your installation process may more closely match the upgrade procedure. If you encounter installation windows that do not match a new installation, see the upgrade section. If the file version is 2005.090.3080.00 or lower, you have SP1 or SP2 installed. You must upgrade to SP3. See Upgrading SQL Server 2005 Express Software to SP3. If the file version is 2005.090.4035.00 or higher, you have SP3 installed. Go to Ready Access Portal Software.
Installing SQL Server 2005 Express SP3 Software

If you are installing SQL Server 2005 Express SP3 software on a drive other than the default, you must take special steps to make sure all software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!). To install SQL Server 2005 Express SP3 software:
1. Start Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server 2005 Express > 9.00.4035. Double-click the file named SQLEXPR32.EXE. The setup files extract to a temporary location on your hard disk and then installation begins.
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2. If you do not have a required prerequisite, a box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with Step 1 of this procedure.
Figure 124: Missing Prerequisite

3. The End User License Agreement screen appears. Read the End User License agreement and then click I accept the licensing terms and conditions. Click Next. The Installing Prerequisites screen appears.
Figure 125: End User License

4. When the Installing Prerequisites screen indicates that The required components were installed successfully, click Next. A Welcome screen appears.
Figure 126: Installing Prerequisites

5. Click Next.
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6. The installation program performs another configuration check to see whether you have the required components to support SQL Server Express software. When Success appears in the status column for all components, click Next.
Figure 127: System Configuration Check

7. Do the following: 1. Enter your name in the Name field. 2. Enter your company in the Company field. 3. Deselect the Hide advanced configuration options box (red arrow in Figure 128). 4. Click Next.
Deselect
Figure 128: Registration Information
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8. Click the icon for Database Services and select Will be installed on local hard drive from the drop-down menu (Figure 130). Click the icon for Client Components and select Will be installed on local hard drive from the drop-down menu. Subcomponents under Client Components are not required for Metasys software. We recommend that you do not install subcomponents unless you have a mandate from your IT department to install them. To install subcomponents under Database Services or Client Components, click the icon of the subcomponent, and select Will be installed on local hard drive from the drop-down menu. Alternatively, if you wish to install all subcomponents for Database Services or Client Components, click the component and select Entire Feature will be installed on local hard drive.
Figure 129: Feature Selection Figure 130: Icon Drop-Down Menu

Click Next. 9. Select Named instance and type the name of the instance you are going to use with Metasys software. Note: MSSQLSERVER is no longer the required instance name but is recommended if you are uncertain about what to enter in the Named Instance field or you have older supervisory engines at earlier releases.You must use MSSQLSERVER if you plan to use SCT Manager. Click Next.
Figure 131: Instance Name
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10. Verify that the Use the built-in System account button is selected and Local system is visible in the drop-down list box. In the Start services at the end of setup section, verify that only the SQL Server box is selected. Click Next.
Figure 132: Service Account

11. Select Mixed Mode and enter a strong System Administrator (SA) password. The user name for the password is sa. Note: Safeguard this user name and password pair. You cannot maintain the database without it. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily. The complex Metasys password XMG3-Rel.1 can be used. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Click Next.
Figure 133: Authentication Mode
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12. Verify that SQL Collations and Dictionary order, case-insensitive, for use with 1252 Character Set are selected. Click Next.
Figure 134: Collation Settings

13. Verify that Enable User Instances is selected. Select the option Add user to the SQL Server Administrator role (appears for Windows 7 OS only). Click Next.
Figure 135: Configuration Options
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14. Verify that both boxes are blank. Click Next.
Figure 136: Error and Usage Report Settings

15. On the Ready to Install screen (Figure 137), verify that your screen shows both SQL Server Database Services and Client Components as components to be installed. If either of these is not listed, click the Back button until you see the screen in Step 8, then read the instructions on how to select these items. If both SQL Server Database Services and Client Components are listed, click Install. SQL Server Express software installs as indicated by the Setup Progress screen. This part of the procedure can take over 15 minutes to complete.
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16. When Setup finished appears in the Status column of every product, click Next.
Figure 138: Setup Progress
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17. Click the Surface Area Configuration tool link. In the window that appears (Figure 140), click Surface Area Configuration for Services and Connections.
Figure 140: Minimize Surface Area

In the window that appears, do the following: 1. In the left pane, click Remote Connections (Figure 141). 2. In the right pane, verify that Local and remote connections and Using both TCP/IP and named pipes are selected (Figure 141). 3. Click Apply. 4. Click OK. 5. Click OK if an alert appears (Figure 142).
Figure 139: Completing Microsoft SQL Server 2005 Setup
Figure 141: Surface Area Configuration
Figure 142: Connection Alert

6. On Figure 143, click the red X to close the window. 7. Restart the computer if Figure 142 appears.
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18. Click Finish.

19. 20. Done Restart your computer. The installation is complete. .
Upgrading SQL Server 2005 Express Software to SP3

Note: We support SQL Server 2005 Express software SP3. You must upgrade if you have SQL Server 2005 Express software with SP1 or SP2. To upgrade SQL Server 2005 Express software to SP3:
Table 22: SQL Server 2005 Express Software Upgrade to SP3 Steps (Part 1 of 5)
1. Insert the or SCT media. Using Microsoft Windows Explorer, browse to OEM > Microsoft > SQL Server 2005 Express > 9.00.4035. Double-click the file named SQLEXPR32.EXE. The setup files extract to a temporary location on your hard disk and then installation begins. If you do not have a required prerequisite, a Microsoft SQL Server 2005 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with this procedure. If you have all required prerequisites installed, the End User License Agreement screen appears. In the End User License Agreement screen, read the End User License agreement and then click I accept the licensing terms and agreement. Click Next. The Installing Prerequisites screen appears. On the Installing Prerequisites screen, click Install. The installation program installs any additional components you need. When the Installing Prerequisites screen indicates that The required components were installed correctly, click Next. The Welcome to the Microsoft SQL Server Installation Wizard screen appears. In the Welcome screen, click Next. The System Configuration Check screen appears. The installation program performs another configuration check to see whether you have the required components to support SQL Server 2005 Express SP3 software. When Success appears in the status column for all components, click Next. The Registration Information screen appears.
2.
3.
4. 5. 6. 7.
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8. In the Registration Information screen: 1. Enter your name in the Name field. 2. Enter your company in the Company field. 3. Deselect the Hide advanced configuration options box.

4. Click Next. The Feature Selection screen appears. 9. In the Feature Selection screen (Figure 146), click the icon for Database Services and select Will be installed on local hard drive from the drop-down menu. Click the icon for Client Components and select Will be installed on local hard drive from the drop-down menu. Subcomponents under Client Components are not required for Metasys software. We recommend that you do not install subcomponents unless you have a mandate from your IT department to install them. If you wish to install subcomponents under Database Services or Client Components, click the icon of the subcomponent, and select Will be installed on local hard drive from the drop-down menu. Alternatively, if you wish to install all subcomponents for Database Services or Client Components, click the component and select Entire Feature will be installed on local hard drive.

Click Next.
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10. In the Instance Name screen (Figure 147), select Named instance and type the name of the instance you are upgrading that was used for Metasys software. If you do not recall the named instance, click the Installed Instances button to show which instances are currently installed. In most cases, the instance name is MSSQLSERVER.

Click Next. 11. In the Existing Components screen (Figure 148), select each existing version of SQL Server software that you would like to update.
Figure 148: Existing Components

Click Next. The Upgrade Logon Information screen appears. 12. In the Upgrade Logon Information screen, select Windows Authentication (SQL Server software uses the credentials of the user currently logged on to the OS) or SQL Server Authentication Mode (enter the existing SQL Server software user name and password). Note: Safeguard this user name and password. Without them you cannot maintain the database. Click Next. The Configuration Options screen appears.
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13. In the Configuration Options screen, make sure that Enable User Instances and Add user to the SQL Server Administrator role options are selected. The second option appears only for the Windows 7 OS. Click Next. The Error and Usage Report Settings screen appears. In the Error and Usage Report Settings screen, verify that both boxes on the Error and Usage Report Settings screen are blank. Click Next. The Ready to Install screen appears. In the Ready to Install screen, click Install. The Setup Progress screen appears to indicate the progress of the SQL Server Express software install. This part of the procedure can take over 15 minutes to complete. When setup is complete, the Status column for all components indicates Setup finished. Click Next. The Completing Microsoft SQL Server 2005 Setup screen appears.
14.
15.
16.
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17. In the Completing Microsoft SQL Server 2005 Setup screen, click the Surface Area Configuration tool link. In the Minimize SQL Server 2005 Surface Area window (Figure 149), click Surface Area Configuration for Services and Connections.

In the SQL Server 2005 Surface Area Configuration window (Figure 150), do the following: 1. In the left pane, click Remote Connections. 2. In the right pane, verify that Local and remote connections and Using both TCP/IP and named pipes are selected. 3. Click Apply. 4. Click OK. 5. Click OK if an alert appears (Figure 151).
Figure 150: SQL Server 2005 Surface Area Configuration

6. Click the red X to close the window. 7. If Figure 151 appears, do not restart the database engine service now. Click OK. 8. Close all windows. 18. 19. 20. Click Finish on the Completing Microsoft SQL Server 2005 Setup screen. Restart your computer. The upgrade is complete. .
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Upgrading MSDE 2000 SP4 to SQL Server 2005 Express SP3 Software
Note: If you are upgrading to SQL Server 2005 Express SP3 software on a Johnson Controls owned computer, do not use the procedure outlined in this section. Instead, run the SQL Server 2005 Express Upgrade utility located on the Johnson Controls Branch Purchase Package (BPP) media. Open Windows Explorer and browse to Branch Tools > JCI_SQL2005Express_Upgrade. Run the file called JCI_SQL2005Express_Upgrade.exe. This utility checks for all prerequisites and upgrades your computer to SQL Server 2005 Express SP3 software qualified for use with and SCT software. To upgrade MSDE 2000 SP4 Software to SQL Server 2005 Express SP3 software:
Table 23: MSDE 2000 SP4 Upgrade to SQL Server 2005 Express SP3 Software Steps (Part 1 of 4)
1. If MSDE 2000 software is running, double-click the SQL Server icon ( ) in the Windows taskbar. The SQL Server Service Manager appears. Note: If you do not see this icon, you do not have MSDE 2000 installed. Click the Stop button. Click Yes on the question box (Figure 152).

Close the SQL Server Service Manager. 2. Insert the or SCT media. Using Windows Explorer, browse to OEM > Microsoft > SQL Server 2005 Express > 9.00.4035. Double-click the file named SQLEXPR32.EXE. The setup files extract to a temporary location on your hard disk and then installation begins. The End User License Agreement screen appears. Read the End User License agreement and then click I accept the licensing terms and agreement. Click Next. The Installing Prerequisites screen appears. Click Install. The installation program installs any additional components you need. When the screen indicates that The required components were installed correctly, click Next. The Welcome to the Microsoft SQL Server Installation Wizard screen appears. Click Next. The System Configuration Check screen appears. The installation program performs another configuration check to see whether you have the required components to support SQL Server Express software. When Success appears in the status column for all components, click Next. The Registration Information screen appears. In the Registration Information screen: 1. Enter your name in the Name field. 2. Enter your company in the Company field. 3. Deselect the Hide advanced configuration options box. 4. Click Next. The Feature Selection screen appears.
3. 4.
5. 6.
7.
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8. Click the icon for Database Services and select Will be installed on local hard drive from the drop-down menu (Figure 153). Click the icon for Client Components and select Will be installed on local hard drive from the drop-down menu. Subcomponents under Client Components are not required for Metasys software. We recommend that you do not install subcomponents unless you have a mandate from your IT department to install them. If you wish to install subcomponents under Database Services or Client Components, click the icon of the subcomponent, and select Will be installed on local hard drive from the drop-down menu. Alternatively, if you wish to install all subcomponents for Database Services or Client Components, click the component and select Entire Feature will be installed on local hard drive.
Figure 153: Icon Drop-Down Menu

Click Next. The Instance Name screen appears. 9. Select Named instance and type the name of the instance you are going to use with Metasys software.

Note: You can create a new instance now or upgrade an existing instance. Note: MSSQLSERVER is no longer the required instance name but is recommended if you are uncertain about what to enter in the Named Instance field or you have older supervisory engines at earlier releases. You must use MSSQLSERVER if you plan to use SCT Manager. Note: Release 4.0 and earlier releases require MSSQLSERVER as the SQL Server instance name. If you are upgrading SQL Server software installed with Release 4.0 or earlier, and wish to update the same instance, enter MSSQLSERVER. Click Next.
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10. The Existing Components screen appears.

Select the existing version of SQL Server software that you would like to update. Click Next. 11. Select Windows Authentication (SQL Server software uses the credentials of the user currently logged on to the OS) or SQL Server Authentication Mode (enter the existing SQL Server software user name and password). Note: Safeguard this user name and password. Without them you cannot maintain the database. Click Next. The Service Account screen appears. In the Service Account screen, select Use the built-in System account and select Local system from the dropdown list. In the Start services at the end of setup section, verify that only the SQL Server box is selected. Click Next. The Configuration Options screen appears. Verify that Enable User Instances is selected. Select the Add user to the SQL Server Administrator role option (valid for Windows 7 OS only). Click Next. Click Next. The Error and Usage Report Settings screen appears. Verify that both boxes on the Error and Usage Report Settings screen are blank. Click Next. The Ready to Install screen appears. Click Install. The Setup Progress screen appears to indicate the progress of the SQL Server Express software install. This part of the procedure can take over 15 minutes to complete. When setup is complete, the Status column for all components indicates Setup finished. Click Next. The Completing Microsoft SQL Server 2005 Setup screen appears.
12.
13.
14. 15.
16.
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17. Click the Surface Area Configuration tool link. In the window that appears (Figure 156), click Surface Area Configuration for Services and Connections.
Figure 156: Minimize SQL Server 2005 Surface Area

In the window that appears (Figure 157), do the following: 1. In the left pane, click Remote Connections. 2. In the right pane, verify that Local and remote connections and Using both TCP/IP and named pipes are selected. 3. Click Apply. 4. Click OK. 5. Click OK if an alert appears (Figure 158).

6. Click the red X to close the window. 7. Restart the computer if Figure 158 appears. 18. 19. 20. Click Finish in the Completing Microsoft SQL Server 2005 Setup screen. Restart your computer. The upgrade is complete. .
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SQL Server 2008 R2 Software (!)

Please note the following: Metasys software can use Microsoft SQL Server 2008 R2 software; however, if the computer has other software applications that require SQL Server 2005 SP3 software or SQL Server 2008 SP2 software, do not install or upgrade to SQL Server 2008 R2 software. Metasys software at Release 5.2 also has been qualified to work with SQL Server 2005 SP3 software and SQL Server 2008 SP2 software. These instructions apply to both the 32-bit and 64-bit versions of SQL Server 2008 R2 software. From the installation perspective, both procedures are essentially identical. You can only install SQL Server 2008 R2 software (64-bit) on a Windows Server 2008 R2 OS (64-bit) computer. Before installing SQL Server 2008 R2 software, make sure you have Microsoft .NET Framework Version 3.5.1 already installed. These prerequisites are checked as part of the SQL Server software install process. See Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows Server 2008 R2 OS Only) (!). Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for details on SQL Server software database mode settings and backup techniques. If you are installing SQL Server 2008 R2 software on a drive other than the default, you must take special steps to make sure all Metasys software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!). Microsoft SQL Server 2008 R2 software must be installed and running before you install Metasys software. You need your Microsoft SQL Server 2008 R2 software installation media to install the SQL Server 2008 R2 software. For SQL Server 2008 R2 software, starting and stopping related services is available with the SQL Server Configuration Manager, which can be opened from Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager.
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For some SQL Server 2008 R2 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication in Step 16 of the installation procedure. When you specify SQL Server Authentication for the install, enter a strong System Administrator (SA) password for the Microsoft SQL Server 2008 R2 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (for example, cannot be found in the dictionary, does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords.
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Verifying Your Computer Has SQL Server 2008 R2 Software Installed (!)
To verify your computer has SQL Server 2008 R2 software installed:
Table 24: Verifying SQL Server 2008 R2 Software Steps (Part 1 of 2)
1. Start From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2008 R2, go to Installing SQL Server 2008 R2 Software (!).

2. In the left pane, select SQL Server 2008 Services. In the right pane, double-click SQL Server (MSSQLServer). Note: If you use a different named instance for Metasys software, double-click the entry with that instance name where MSSQLServer appears in the example above.
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Table 24: Verifying SQL Server 2008 R2 Software Steps (Part 2 of 2)


4. Done If the file version number is lower than 2009.100.1600.1, you do not have SQL Server 2008 R2 installed. See Installing SQL Server 2008 R2 Software (!). If the file version is 2009.100.1600.1, you have SQL Server 2008 R2 installed. Go to Ready Access Portal Software.
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Installing SQL Server 2008 R2 Software (!)

As part of installation, SQL Server 2008 R2 Setup performs a system configuration check on your computer and indicates any potential installation problems. All issues must be resolved before continuing with the SQL Server 2008 R2 software installation. To install SQL Server 2008 R2 software:
SQL Server 2008 R2 Software Installation Steps (Part 1 of 9)
1. Start Make sure your computer has .NET Version 3.5 SP1 installed. The setup files extract to a temporary location on your hard disk, and then installation begins. If you do not have a required prerequisite, a box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with this procedure.
2.

3. The Planning menu is the first screen to appear. In the right pane, several options are available. To begin, select Installation in the left pane.
Figure 163: Planning Screen

4. Click New installation or add features to an existing installation.
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5. A report appears that lists the results of the Setup Support Rules test. The example shown in Figure 165 is the Details view. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. Click OK.

6. The Product Key window appears. If required, enter the product key. Click Next.

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8. If any setup support files are missing, a screen appears that allows you to install these files. Click Install.

9. A report appears that lists the results of a final Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Any Warning report can be ignored at this point.) Click Next.

10. A Setup Role selection screen appears that allows you to select a default installation of SQL Server Feature components. Select SQL Server Feature Installation. Click Next.
Figure 170: Setup Role
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11. The Feature Selection screen appears. Note: Some components may not be visible on the Feature Selection screen, depending on your configuration. Make the appropriate selections using the following: Database Engine Services: Required Analysis Services: Optional Reporting Services: Required for Ready Access Portal computer if installed on unified ADX with the Metasys Advanced Reporting System Note: If you want the Metasys Advanced Reporting System, you must select Reporting Sevices now. It is not an available choice when you later apply SQL Server 2008 R2 software. Business Intelligence Development Studio: Optional Client Tools Connectivity: Optional Integration Services: Optional Client Tools Backwards Compatibility: Optional Client Tools SDK: Optional SQL Server Books Online: Optional Management Tools - Basic Management Tools - Complete: Required SQL Client Connectivity SDK: Optional Microsoft Sync Framework: Optional Click Next. An Installation Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next.
12.
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13. Select Default instance (preferred) or select Named instance and type the name of the instance you are using Metasys software. Click Next.

14. A Disk Space Requirements summary appears. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next.

15. Make these selections: For SQL Server Agent, click inside the Account Name field and select NT AUTHORITY\SYSTEM. Leave the Password field blank. Do not change the Startup Type. For SQL Server Database Engine, click inside the Account Name field and select NT AUTHORITY\SYSTEM. Leave the Password field blank. For SQL Server Reporting Services, click inside the Account Name field and select NT AUTHORITY\NETWORK SERVICE. Leave the Password field blank. For SQL Server Browser service, select NT AUTHORITY\LOCAL SERVICE. Do not change Startup Type. Leave the Password field blank. You do not need to make any selections from the Collation tab. Click Next.
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16. Select Mixed Mode (Windows Authentication and SQL Server Authentication). You must define a strong password for the SQL Server Administrator (SA) user account. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily. You can use the complex Metasys password XMG3-Rel.1. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Note: Safeguard this user name and password. Without these credentials you cannot maintain the database. Under the Specify SQL Server administrators section: 1. Click Add. The Select Users or Groups dialog appears (Figure 176). 2. Click Advanced. A second Select Users or Groups dialog appears. 3. Click Find Now. If the computer is not a member of a domain, select Administrators in the Search results and click OK. If the computer is a member of a domain, click Locations and select the location from the domain. Type Administrators in the Enter the object name to select box. 4. Click Check Names. The entry <Your Computer Name>\Administrators appears in the box. Make sure the entry contains Administrators (plural), and not Administrator (singular). 5. Click OK to close the box. The entry BUILTIN\Administrators appears in the Specify SQL Server administrators section (Figure 176). Note: If the customer's IT department is involved with SQL Server software installation and does not permit the use of the BUILTIN\Administrators user, request that the IT department select a different SQL Server administrator user(s). See also the ADS/ADX Software section of the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331) for information regarding the need for Administrative privileges in SQL Server during Metasys software installation and details on other SQL Accounts used at installation. 6. Click Next.
4 2 5
Figure 176: Database Engine Configuration
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17. Metasys Advanced Reporting Services Only: Note: This screen does not appear on the Database server computer of a split ADX with the Metasys Advanced Reporting System. Go to Step 18. Select Install the native mode default configuration if this option is available (not dimmed). Select Install, but do not configure the server if you are installing Reporting Services on the Web/Application server computer of a split ADX. Click Next. Note: Metasys Advanced Reporting Services requires Reporting Services, so if both options appear dimmed, refer to the Metasys Advanced Reporting System Troubleshooting section in the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331)s. The Error Reporting screen appears. You can skip the option for sending error reports. Click Next.
Unified ADX
Do not select
Split ADX
Figure 177: Reporting Services Configuration

18.

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21. SQL Server 2008 R2 software installs as indicated by the Installation Progress screen. This part of the procedure can take over 15 minutes to complete. When Success appears in the Status column of every product, click Next.

22. Installation is complete. Close all SQL Server installation windows.
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23. From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager (Figure 183). 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. The installation is complete. .
24.
Done
Upgrading SQL Server 2008 SP1 Software to SQL Server 2008 R2 Software (!)
To upgrade SQL Server 2008 SP1 software to SQL Server 2008 R2 software:
Table 25: SQL Server 2008 SP1 Upgrade to SQL Server 2008 R2 Software Installation Steps (Part 1 of 3)
1. Make sure your computer has .NET Version 3.5 SP1 installed. Depending on how you purchased SQL Server software: If you purchased SQL Server 2008 R2 software separately, insert the SQL Server 2008 R2 software product disk. If the installation program does not run automatically, use Windows Explorer and double-click the setup.exe file. If you purchased Metasys software bundled with SQL Server 2008 R2 software, insert the bundled media. Using Windows Explorer, browse to SQL Server 2008 R2 Standard > 10.50.1600.1. Double-click setup.exe. The setup files extract to a temporary location on your hard disk, and then installation begins. If you do not have a required prerequisite, the Microsoft SQL Server 2008 R2 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with Step 1 of this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1, Windows Installer 4.5, and Windows PowerShell 1.0. The Windows Powershell 1.0 requirement is not verified until the setup support files are checked. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin the upgrade, click Upgrade from SQL Server 2000, SQL Server 2005, or SQL Server 2008 in the right pane of the screen. The Setup Support Rules screen appears. A report appears that lists the results of the Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK. The Product Key screen appears. In The Product Key screen, click Next. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files.
2.
3. 4. 5.
6. 7. 8.
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9. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored.) Click Next. The Select Instance screen appears (Figure 184), indicating the name(s) of the SQL Server instance(s) currently installed.
10.

Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance during an upgrade. If this computer has multiple SQLServer instances, each one is listed here. You must run the Upgrade process for each instance separately. Click Next. The Select Features screen appears. 11. 12. 13. During an upgrade, you cannot select any additional features. In the Select Features screen, click Next. Click Next. The Disk Space Requirements screen appears. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 R2 software. A message appears if the computer does not have the required capacity. Click Next. The Error Reporting screen appears. In the Error Reporting screen, skip the option for sending error reports. Click Next. The Upgrade Rules screen appears. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. The Installation Progress screen appears as the SQL Server 2008 R2 software installs. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears above the progress bar, click Next. The Complete screen appears. In the Complete screen, click Close.
14. 15.
16. 17.
18.
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19. From the Start menu, select All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager (Figure 185).

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. 20. If you need to upgrade another SQL Server instance, go to Step 3 and rerun the upgrade process. If you do not need to upgrade another instance, installation is complete. Restart your computer.
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SQL Server 2008 SP1 (64-bit) Software (!)

Please note the following: Metasys software can use Microsoft SQL Server 2008 SP1 (64-bit) software on a Windows Server 2008 R2 OS. Metasys software at Release 5.2 also has been qualified to work with SQL Server 2008 R2 (32-bit or 64-bit) software, SQL Server 2008 SP2 (32-bit) software, and SQL Server 2005 SP3 (32-bit) software. If you want to use SQL Server 2008 SP1 (64-bit) software for the Metasys system, you must use the Windows Server 2008 R2 (64-bit) OS. Before installing SQL Server 2008 software, make sure you have Microsoft .NET Framework Version 3.5.1 already installed. These prerequisites are checked as part of the SQL Server software install process. See Verifying Your Computer Has Microsoft .NET Framework 3.5.1 Installed (Windows Server 2008 R2 OS Only) (!). Installing SQL Server 2008 SP1 64-bit software is a two-step process: first, install SQL Server 2008 software, then apply SP1 for SQL Server 2008 software. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for details on SQL Server software database mode settings and backup techniques. If you are installing SQL Server 2008 SP1 software on a drive other than the default, you must take special steps to make sure all Metasys software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!). Microsoft SQL Server 2008 SP1 software must be installed and running before you install Metasys software. You need your Microsoft SQL Server 2008 software installation media to install the SQL Server 2008 software. You can download SP1 for SQL Server 2008 software from the Microsoft Download Center. For SQL Server 2008 SP1 software, starting and stopping related services is available with the SQL Server Configuration Manager, which can be opened from Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager.
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For some SQL Server 2008 SP1 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication in Step 15 of the installation procedure. When you specify SQL Server Authentication for the install, enter a strong System Administrator (SA) password for the Microsoft SQL Server 2008 SP1 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (for example, cannot be found in the dictionary, does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords.
Verifying Your Computer Has SQL Server 2008 SP1 64-Bit Software Installed (!)
To verify your computer has SQL Server 2008 SP1 software installed:
Table 26: Verifying SQL Server 2008 SP1 Software Steps (Part 1 of 2)
1. Start From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2008, go to Installing SQL Server 2008 64-Bit Software (!).

2. In the left pane, select SQL Server Services. In the right pane, double-click SQL Server (MSSQLServer). Note: If you use a different named instance for Metasys software, double-click the entry with that instance name where MSSQLServer appears in the example above.
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3. Select the Advanced tab and locate the File Version row. If the file version number is lower than 2007.100.1600.22, you do not have SQL Server 2008 installed. See Installing SQL Server 2008 64-Bit Software (!). If the file version is 2007.100.1600.22, you have SQL Server 2008, but no SP1 installed. See Upgrading SQL Server 2008 64-Bit Software to SP1 (!). If the file version is 2007.100.2531.0, you have SQL Server 2008 SP1 installed. Go to Ready Access Portal Software.

4. Done Close all windows.
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Installing SQL Server 2008 64-Bit Software (!)

As part of installation, SQL Server 2008 Setup performs a system configuration check on your computer and indicates any potential installation problems. All issues must be resolved before continuing with the SQL Server 2008 software installation. To install SQL Server 2008 software::
Table 27: SQL Server 2008 Software Installation Steps (Part 1 of 9)
1. Start Make sure your computer has .NET Version 3.5 SP1 installed. Insert the SQL Server 2008 software product disk. If the installation program does not run automatically, use Windows Explorer and double-click the setup.exe file.The Installer is designed to select the correct version of SQL Server 2008 software to install (that is, 64-bit). The setup files extract to a temporary location on your hard disk, and then installation begins. A warning from the Program Compatibility Assistant appears regarding the installation of this version of SQL Server software on the operating system. You can ignore this message because the compatibility issue is fixed once you install SP1 of SQL Server 2008 software in a later section. Click Run Program to continue.
2.
Figure 189: Compatibility Warning

3. If you do not have a required prerequisite, a box appears and indicates what is missing. Click OK, install the missing prerequisite, and then start over with this procedure.

174


6. A report appears that lists the results of the Setup Support Rules test. The example shown on the left is the Details view. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. Click OK.

7. If setup support files are missing, a screen appears that allows you to install these files. Click Install to install the necessary support files.
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176

11. Note: Some components may not be visible, depending on your configuration. Make the appropriate selections using the following: Database Engine Services: Required Analysis Services: Optional Reporting Services: Required for Ready Access Portal computer if installed on unified ADX with the Metasys Advanced Reporting System Note: If you want the Metasys Advanced Reporting System, you must select Reporting Sevices now because it is not an available choice when you later apply SQL Server 2008 SP2 software. Business Intelligence Development Studio: Optional Client Tools Connectivity: Optional Integration Services: Optional Client Tools Backwards Compatibility: Optional Client Tools SDK: Optional SQL Server Books Online: Optional Management Tools - Basic Management Tools - Complete: Required SQL Client Connectivity SDK: Optional Microsoft Sync Framework: Optional Click Next. Select Default instance (preferred) or select Named instance and type the name of the instance you are going to use with Metasys software. Click Next.
12.

177

178

15. Select Mixed Mode (Windows Authentication and SQL Server Authentication), and define a strong password for the SQL Server Administrator (SA) user account. Note: The password cannot be blank. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily. The complex Metasys password XMG3-Rel.1 can be used. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Note: Safeguard this user name and password. Without them you cannot maintain the database. Under the Specify SQL Server administrators section: Under the Specify SQL Server administrators section: 1. Click Add. The Select Users or Groups dialog appears (Figure 202). 2. Click Advanced. A second Select Users or Groups dialog appears. 3. Click Find Now. If the computer is not a member of a domain, select Administrators in the Search results and click OK then go to Step 5. If the computer is a member of a domain, click Locations and select the location from the domain. Type Administrators in the Enter the Object Names to select box. 4. Click Check Names. The entry <Your Computer Name>\Administrators displays in the box. Make sure the entry contains Administrators (plural), and not Administrator (singular). 5. Click OK to close the box. The entry BUILTIN\Administrators appears in the Specify SQL Server administrators section (Figure 202). Note: If the customer's IT department is involved with SQL Server software installation and does not permit the use of the BUILTIN\Administrators user, request that the IT department select a different SQL Server administrator user(s). See also the ADS/ADX Software section of the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331) for information regarding the need for Administrative privileges in SQL Server during Metasys software installation and details on other SQL Accounts used at installation. 6. Click Next.
4 2 5
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16. Metasys Advanced Reporting Services Only: Note: This screen does not appear on the Database server computer of a split ADX with the Metasys Advanced Reporting System. Go to Step 17. Click Install the native mode default configuration if it is available as a choice (not dimmed). Click Install, but do not configure the server if you are installing Reporting Services on the Web/Application server computer of a split ADX. Click Next. Note: If both choices appear dimmed, refer to the Metasys Advanced Reporting System Troubleshooting section in the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331). You must configure Reporting Services.
Unified ADX
Do not select
Split ADX

17.
The Error and Usage Reporting screen appears. Skip the options for sending error and usage reports. Click Next.

180


20. SQL Server 2008 software installs as indicated by the Installation Progress screen. This part of the procedure can take over 15 minutes to complete. When Success appears in the Status column of every product, click Next.

181

22. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 209). 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. The installation is complete. Go to Verifying Your Computer Has SQL Server 2008 SP1 64-Bit Software Installed (!).
23.
Done
Upgrading SQL Server 2008 64-Bit Software to SP1 (!)

Note: We support SQL Server 2008 software SP1. You must upgrade to SP1 after you have installed SQL Server 2008 software. To upgrade SQL Server 2008 64-bit software to SP1:
Table 28: SQL Server 2008 SP1 Software Upgrade Installation Steps (Part 1 of 4)
1. Start Depending on how you purchased SQL Server software: If you purchased Metasys software without the integrated SQL Server 2008 software, navigate to http://www.microsoft.com/downloads and search for SQL Server 2008 SP1. Make sure you download the file called: SQLServer2008SP1-KB968369-x64-ENU.exe (where ENU is your language abbreviation). When you click Download, save the service pack file to a location on your computers hard disk. This download/save 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 the Metasys software integrated with SQL Server 2008 software, SP1 was applied when you installed SQL Server 2008 software. Go to Ready Access Portal Software.
182
2. Click Run. The service pack information extracts to your computer.
Figure 210: Run Dialog Box

3. Click Next.
Figure 211: Welcome
4.
Read the End User License agreement and then click I accept the license terms. Click Next.
183
5. Select the named instance you would like to update. On an upgrade, you cannot select any additional features. Click Next.

6. SQL Server 2008 SP1 software checks to see if you have files that are in use. If you have files in use when you install SP1, you must restart your computer after the installation is complete. Click Next.
Figure 214: Check Files in Use

7. SQL Server 2008 SP1 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 over 20 minutes to complete.
Figure 215: Ready to Update
184
8. After about 15 minutes, the update completes successfully. Click Next.
Figure 216: Update Progress

9. The update operation is complete. Click Close.

10. Done Restart your computer. Delete the service pack file you saved to your computer.
185
186

SQL Server 2008 SP2 (32-Bit) Software (!)

Please note the following: Before installing SQL Server 2008 SP2 software, make sure you have Windows Installer 4.5, Microsoft .NET Framework Version 3.5 SP1, and Windows Powershell 1.0 already installed. These prerequisites are checked as part of the SQL Server software install process.
Component
Table 29: SQL Server 2008 SP2 Software Prerequisites

Reference
Windows Server 2003 R2 OS: Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS Note: For Windows Server 2008 OS, the required Windows Installer is applied when SP2 is installed. Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!) Windows Server 2003 R2 OS: Installing Windows Powershell 1.0 for Windows Server 2003 R2 OS Windows Server 2008 OS: Installing Windows Powershell 1.0 for Windows Server 2008 OS (!)
Installing SQL Server 2008 SP2 software is a two-step process: first, install SQL Server 2008 software, then apply SP2 for SQL Server 2008 software. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for details on SQL Server software database mode settings and backup techniques. Metasys software can use Microsoft SQL Server 2008 SP2 software; however, if the computer has other software applications that require SQL Server 2005 software, do not install or upgrade to SQL Server 2008 SP2 software. Metasys software at Release 5.2 also has been qualified to work with SQL Server 2005 SP3 software and SQL Server 2008 R2 software. If you are installing SQL Server 2008 SP2 software on a drive other than the default, you must take special steps to make sure all Metasys software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!). Microsoft SQL Server 2008 SP2 software must be installed and running before you install Metasys software. You need your Microsoft SQL Server 2008 SP2 software installation media to install the SQL Server 2008 SP2 software.
187
For SQL Server 2008 SP2 software, starting and stopping related services is available with the SQL Server Configuration Manager, which can be opened from Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager. For some SQL Server 2008 SP2 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication in Step 14 of the installation procedure. When you specify SQL Server Authentication for the install, enter a strong System Administrator (SA) password for the Microsoft SQL Server 2008 SP2 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (for example, cannot be found in the dictionary; does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. During the SQL Server 2008 SP2 software upgrade process, the same settings from the older version of SQL Server software are used, including the reuse of the existing System Administrator (SA) password and the selection of Mixed Mode authentication. You cannot change these settings during the upgrade. In addition, the upgrade process prompts you to select the database instance to be upgraded. Be sure to select the instance that is currently in use for Metasys software.
Installing Windows Powershell 1.0 for Windows Server 2003 R2 OS

Note: Windows Powershell is only required on a Windows Server 2003 R2 OS computer if you intend to install SQL Server 2008 SP2 software. To install Windows Powershell 1.0 for Windows Server 2003 R2 OS: 1. Using your Web browser, go to http://support.microsoft.com/kb/926139. 2. Select the download link for Windows PowerShell 1.0 for Windows Server 2003, x86-based versions. The Windows PowerShell 1.0 Installation Package screen appears. 3. Click Continue to perform the required Windows validation procedure. 4. Click Download to save the Windows Powershell 1.0 installation file to a location on your computer. 5. After the download completes, double-click the file you downloaded. The Open File - Security Warning box appears. 6. Click run to start the installation. The installation files extract to your computer. 7. Follow the steps in the wizard to complete the installation. No computer restart is necessary.
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After installation, go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!) and follow the instructions.
Installing Windows Powershell 1.0 for Windows Server 2008 OS (!)

Note: Windows Powershell is only required on a Windows Server 2008 OS computer if you intend to install SQL Server 2008 SP2 software. Windows Powershell is not required on a Windows Server 2008 R2 OS computer because it is already installed. To install Windows Powershell 1.0 for Windows Server 2008 OS: 1. On the Control Panel, click Programs, then click Programs and Features. 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. See Figure 218.
Figure 218: Windows Powershell 1.0
5. Select Windows Powershell. If this box is already marked, Windows Powershell is already installed. Go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!).
189
6. Click Next. A confirmation window appears. 7. Click Install to start the installation. A progress bar displays as Windows Powershell is installed on your computer. After installation, go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!) and follow the instructions.
Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!)
To verify your computer has SQL Server 2008 SP2 32-bit software installed:
1. Start From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2008, go to Installing SQL Server 2008 32-Bit Software (!). If you suspect that you currently have SQL Server 2000 software, go to Upgrading SQL Server 2000 SP4 Software to SQL Server 2008 32-Bit Software (!). If you have SQL Server 2005 software, go to Upgrading SQL Server 2005 SP3 Software to SQL Server 2008 32-Bit Software (!).

2. In the left pane, select SQL Server Services. In the right pane, double-click SQL Server (MSSQLServer). Note: If you have a different named instance you are using with Metasys software, double-click the entry with that instance name where MSSQLServer appears in the example above.
190
3. Select the Advanced tab and locate the File Version row. If the file version number is lower than 2007.0100.1600.22, you do not have SQL Server 2008 installed. See Installing SQL Server 2008 32-Bit Software (!). If the file version is 2007.100.2531.0, you have SQL Server 2008 with SP1 installed. See Upgrading SQL Server 2008 32-Bit Software to SP2 (!). If the file version is 2007.100.4000.0 or later, you have SQL Server 2008 SP2 installed. Go to Ready Access Portal Software.

4. Done Close all windows.
191
Installing SQL Server 2008 32-Bit Software (!)

As part of installation, SQL Server 2008 Setup performs a system configuration check on your computer and indicates any potential installation problems. All issues must be resolved before continuing with the SQL Server 2008 software installation. Also, after you install SQL Server 2008 software, make sure you apply SP2 if necessary. See Upgrading SQL Server 2008 32-Bit Software to SP2 (!). To install SQL Server 2008 software:
1. Start Make sure your computer has .NET Version 3.5 SP1 installed. The setup files extract to a temporary location on your hard disk, and then installation begins. Note: The copy of SQL Server 2008 software you have may already have SP1 built-in. To determine whether you need to apply SP1, see Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!) after SQL Server 2008 software installation. If you do not have a required prerequisite, a box appears and indicates what is missing. Click OK, install the missing prerequisite, and then start over with this procedure.
2.

192


5. A report appears that lists the results of the Setup Support Rules test. The example shown on the left is the Details view. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. Click OK.

193


8. If any setup support files are missing, a screen appears that allows you to install these files. Click Install to install the necessary support files.

194

10. Note: Some components may not be visible, depending on your configuration. Make the appropriate selections using the following: Database Engine Services: Required Analysis Services: Optional Reporting Services: Required for Ready Access Portal computer if installed on unified ADX with the Metasys Advanced Reporting System Note: If you want the Metasys Advanced Reporting System, you must select Reporting Sevices now because it is not an available choice when you later apply SQL Server 2008 SP2 software. Business Intelligence Development Studio: Optional Client Tools Connectivity: Optional Integration Services: Optional Client Tools Backwards Compatibility: Optional Client Tools SDK: Optional SQL Server Books Online: Optional Management Tools - Basic: Management Tools - Complete: Required SQL Client Connectivity SDK: Optional Microsoft Sync Framework: Optional Click Next. Select Default instance (preferred) or select Named instance and type the name of the instance you are going to use with Metasys software. Click Next.
11.

195

196

14. Select Mixed Mode (Windows Authentication and SQL Server Authentication), and define a strong password for the SQL Server Administrator (SA) user account. Note: The password cannot be blank. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily. The complex Metasys password XMG3-Rel.1 can be used. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Note: Safeguard this user name and password. Without them you cannot maintain the database. Under the Specify SQL Server administrators section: Under the Specify SQL Server administrators section: 1. Click Add. The Select Users or Groups dialog appears (Figure 234). 2. Click Advanced. A second Select Users or Groups dialog appears. 3. Click Find Now. If the computer is not a member of a domain, select Administrators in the Search results and click OK and go to Step 5. If the computer is a member of a domain, click Locations and select the location from the domain. Type Administrators in the Enter the Object Names to select box. 4. Click Check Names. The entry <Your Computer Name>\Administrators displays in the box. Make sure the entry contains Administrators (plural), and not Administrator (singular). 5. Click OK to close the box. The entry BUILTIN\Administrators appears in the Specify SQL Server administrators section (Figure 234). Note: If the customer's IT department is involved with SQL Server software installation and does not permit the use of the BUILTIN\Administrators user, request that the IT department select a different SQL Server administrator user(s). See also the ADS/ADX Software section of the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331) for information regarding the need for Administrative privileges in SQL Server during Metasys software installation and details on other SQL Accounts used at installation. 6. Click Next.
4 2 5
197

15. Metasys Advanced Reporting Services Only: Note: This screen does not appear on the Database server computer of a split ADX with the Metasys Advanced Reporting System. Go to Step 16. Click Install the native mode default configuration if it is available as a choice (not dimmed). Click Install, but do not configure the server if you are installing Reporting Services on the Web/Application server computer of a split ADX. Click Next. Note: If both choices appear dimmed, refer to the Metasys Advanced Reporting System Troubleshooting section in the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331). You must configure Reporting Services. The Error and Usage Reporting screen appears. Skip the options for sending error and usage reports. Click Next.
Unified ADX
Do not select
Split ADX

16.

198


19. SQL Server 2008 software installs as indicated by the Installation Progress screen. This part of the procedure can take over 15 minutes to complete. When Success appears in the Status column of every product, click Next.

199

21. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 241). 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. The installation is complete. Go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!).
22.
Done
Upgrading SQL Server 2008 32-Bit Software to SP2 (!)

Note: We support SQL Server 2008 software SP2. You must upgrade to SP2 after you have installed SQL Server 2008 or if you have SQL Server 2008 with SP1. To upgrade SQL Server 2008 32-bit software to SP2:
1. Start Depending on how you purchased the SQL Server software: If you purchased Metasys software without the integrated SQL Server 2008 software, navigate to http://www.microsoft.com/downloads and search for SQL Server 2008 SP2. Make sure you download the file called: SQLServer2008SP2-KB2285068-x86-ENU.exe (where ENU is your language abbreviation). When you click Download, save the service pack file to a location on your computers hard disk. This download/save 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 sotware bundled with SQL Server 2008 software, SP2 was applied when you installed SQL Server 2008 software. Skip this section and go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!).
200
2. Click Run. The service pack information extracts to your computer.
Figure 242: Run Dialog Box

3. Click Next.
Figure 243: Welcome

4. Read the End User License agreement and then click I accept the license terms. Click Next.
201
5. Select the named instance you would like to update. On an upgrade, you cannot select any additional features. Click Next.

6. SQL Server 2008 SP2 software checks to see if you have files that are in use. If you have files in use when you install SP1, you must restart your computer after the installation is complete. Click Next.
Figure 246: Check Files in Use

7. SQL Server 2008 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 over 20 minutes to complete.
Figure 247: Ready to Update
202
8. After about 15 minutes, the update completes successfully. Click Next.
Figure 248: Update Progress

9. The update operation is complete. Click Close.

10. Done Restart your computer. Delete the service pack file you saved to your computer.
Upgrading SQL Server 2000 SP4 Software to SQL Server 2008 32-Bit Software (!)
To upgrade SQL Server 2000 SP4 software to SQL Server 2008 32-bit software:
Table 33: SQL Server 2000 Software Upgrade to SQL Server 2008 Software Installation Steps (Part 1 of 4)
1. If SQL Server 2000 software is running, double-click the SQL Server icon ( ) in the taskbar. Note: If you do not see this icon, you do not have SQL Server 2000 installed. Click the Stop button. Click Yes on the question box (Figure 250).

Close the SQL Server Service Manager. 2. 3. Make sure your computer has .NET Version 3.5 SP1 installed. The setup files extract to a temporary location on your hard disk, and then installation begins. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates what is missing. Click OK, install the missing prerequisite, and then start over with this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1, Windows Installer 4.5, and Windows PowerShell 1.0. The Windows Powershell 1.0 requirement is not verified until the setup support files are checked.
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4. 5. 6. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin installation, click Upgrade from SQL Server 2000 or SQL Server 2005 in the right pane of the screen. The Setup Support Rules screen appears. A report appears that lists the results of the Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK. The Product Key screen appears. In The Product Key screen, click Next. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored at this point.) Click Next. The Select Instance screen appears (Figure 251), indicating the name(s) of the SQL Server instance(s) currently installed.
7. 8. 9. 10.
11.

Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance on an upgrade. Click Next. The Select Features screen appears. 12. On an upgrade, you cannot select any additional features from the Select Features screen. In the Select Features screen, click Next.
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13. The Instance Configuration screen appears (Figure 252), indicating the Instance ID that is ready to be upgraded.

Click Next. The Disk Space Requirements screen appears. 14. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Server Configuration screen appears. The Server Configuration screen contains credentials SQL Server will use for the Service Accounts. Accept the default credentials and click Next. The Full-Text Upgrade screen appears. In the Full-Text Upgrade screen, accept the default selection. Click Next. The Error and Usage Reporting screen appears. In the Error and Usage Reporting screen, skip the options for sending error and usage reports. Click Next. The Upgrade Rules screen appears. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. The Installation Progress screen appears as the SQL Server 2008 Express SP2 software installs. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears above the progress bar, click Next. The Complete screen appears. In the Complete screen, click Close.
15. 16. 17. 18.
19. 20.
21.
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22. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 253).

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. Close the SQL Server Configuration Manager. 23. The installation is complete. Restart the computer. Go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!).
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Upgrading SQL Server 2005 SP3 Software to SQL Server 2008 32Bit Software (!)
Note: If you need to verify that you have SQL Server 2005, see Verifying Your Computer Has Microsoft SQL Server 2005 SP3 Software Installed. Note: Before upgrading, we recommend that you uninstall SQL Server Management Studio if it is currently installed on your computer. To upgrade SQL Server 2005 SP3 software to SQL Server 2008 32-bit software:
Table 34: SQL Server 2005 Upgrade to SQL Server 2008 Software Installation Steps (Part 1 of 3)
1. Make sure your computer has .NET Version 3.5 SP1 installed. Depending on how you purchased SQL Server software: If you purchased SQL Server 2008 software separately, insert the SQL Server 2008 software product disk. If the installation program does not run automatically, use Windows Explorer and double-click the setup.exe file. The Installer is designed to select the correct version of SQL Server 2008 software to install (that is, 32-bit). If you purchased Metasys software with SQL Server 2008 software, insert the bundled media. Using Windows Explorer, browse to SQL Server 2008 Standard with SP2 > 10.0.4000.00. Double-click setup.exe. The setup files extract to a temporary location on your hard disk, and then installation begins. If you do not have a required prerequisite, the Microsoft SQL Server 2008 Setup message box appears and indicates what is missing. Click OK, install the missing prerequisite, and then start over with this procedure. The prerequisites include Microsoft .NET Framework 3.5 SP1, Windows Installer 4.5, and Windows PowerShell 1.0. The Windows Powershell 1.0 requirement is not verified until the setup support files are checked. The Planning menu is the first screen to appear. In the right pane, several options are available for you to explore. To continue, click Installation in the left pane. The selections in the right pane change. To begin the upgrade, click Upgrade from SQL Server 2000 or SQL Server 2005 in the right pane of the screen. The Setup Support Rules screen appears. A report appears that lists the results of the Setup Support Rules test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. To continue, click OK. The Product Key screen appears. In The Product Key screen, click Next. The License Terms screen appears. In the License Terms screen, read the License Terms agreement and then click I accept the license terms. Click Next. The Setup Support Files screen appears. In the Setup Support Files screen, click Install to install the necessary support files. A report appears that lists the results of this setup support files test. If any prerequisite fails, you need to exit the install and fix that issue. For more information, click the Failed cell. (Warning reports can be ignored.) Click Next.
2.
3. 4. 5.
6. 7. 8. 9.
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Select the instance used by Metasys software, which is most likely MSSQLSERVER. You cannot rename the database instance on an upgrade. If this computer has multiple SQLServer instances, each one is listed here. You must run the Upgrade process for each instance separately. Click Next. The Select Features screen appears. 11. 12. On an upgrade, you cannot select any additional features. In the Select Features screen, click Next. The Instance Configuration screen appears (Figure 255), indicating the Instance ID that is ready to be upgraded.

Click Next. The Disk Space Requirements screen appears. 13. The Disk Space Requirements screen contains a Disk Usage Summary report. Verify that your hard disk has the capacity to store SQL Server 2008 Server software. A message appears if the computer does not have the required capacity. Click Next. The Reporting Services Authentication screen appears.
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14. 15. 16. In the Reporting Services Authentication screen, select Windows Authentication. Click Next. The Error and Usage Reporting screen appears. In the Error and Usage Reporting screen, skip the options for sending error and usage reports. Click Next. The Upgrade Rules screen appears. An Upgrade Rules test is run. Verify that no tests fail. If a test failed, you need to exit the install and correct the issue before continuing. Click the Failed cell for more information. Click Next. The Ready to Upgrade screen appears. In the Ready to Upgrade screen, click Upgrade. The Installation Progress screen appears. The Installation Progress screen appears as the SQL Server 2008 Express SP2 software installs. This part of the procedure can take over 15 minutes to complete. When Setup process complete appears above the progress bar, click Next. The Complete screen appears. In the Complete screen, click Close. From the Start menu, select All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager (Figure 256).
17. 18.
19. 20.

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. 21. If you need to upgrade another SQL Server instance, go to Step 3 and rerun the upgrade process. If you do not need to upgrade another instance, installation is complete. Restart your computer. Go to Verifying Your Computer Has SQL Server 2008 SP2 32-Bit Software Installed (!).
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SQL Server 2005 SP3 Software

Please note the following: Before installing SQL Server 2005 SP3 software, make sure you have Windows Installer 4.5 (Windows Server 2003 R2 OS only) and Microsoft .NET Framework Version 3.5 SP1 installed.
Component
Table 35: SQL Server 2005 SP3 Software Prerequisites

Reference
Windows Server 2003 R2 OS Only: Verifying Your Computer Has Windows Installer 4.5 for Windows Server 2003 R2 OS Note: For Windows Server 2008 OS, the required Windows Installer is applied when SP2 is installed. Verifying Your Computer Has Microsoft .NET Framework Version 3.5 SP1 Installed (!)
Microsoft .NET Framework 3.5 SP1
Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279) for details on SQL Server software database mode settings and backup techniques. The Ready Access Portal can use Microsoft SQL Server 2005 SP3 software; therefore, if you are upgrading and the Ready Access Portal computer has SQL Server 2000 software, you must upgrade to SQL Server 2005 SP3 software. For details, see Upgrading SQL Server 2000 SP4 Software to SQL Server 2005 SP3 Software. If you are installing SQL Server 2005 SP3 software on a drive other than the default, you must take special steps to make sure all Ready Access Portal software functions correctly. See Appendix: Installing SQL Server Software on a Drive Other than the Default (!). Microsoft SQL Server 2005 SP3 software must be installed and running before you install Ready Access Portal software. You need your Microsoft SQL Server 2005 software installation CD to install the SQL Server 2005 software. An application called the SQL Server Configuration Manager indicates the presence of SQL Server software on the computer, and provides an easy method for starting and stopping services related to SQL Server software. The application is available under the Microsoft SQL Server 2005 program group.
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For some SQL Server 2005 SP3 software installation settings, you may need to consult the customers IT department to ensure compliance with its processes. If the IT department has no recommendations, use the settings indicated in this document, but you must select Mixed Mode authentication in Step 11 of the installation procedure. Also, when you specify SQL Server Authentication for the install, enter a strong System Administrator (SA) password for the Microsoft SQL Server 2005 SP3 software. Microsoft Corporation recommends a password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (cannot be found in the dictionary, does not match the name of the user/a person, and changes often). Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. As you navigate the SQL Server 2005 SP3 software installation screens, you can click the Back button to return to a previous screen. If you do so, make sure you carefully check your entries and selections again as you advance through the screens with the Next button.
Verifying Your Computer Has Microsoft SQL Server 2005 SP3 Software Installed
To verify your computer has Microsoft SQL Server 2005 SP3 software installed:
1. Start From the Start menu, select All Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Configuration Manager. Note: If you do not see Microsoft SQL Server 2005, go to Installing SQL Server 2005 Software. If you suspect that you currently have SQL Server 2000 software, go to Upgrading SQL Server 2000 SP4 Software to SQL Server 2005 SP3 Software.

2. In the left pane, select SQL Server 2005 Services. In the right pane, double-click SQL Server (MSSQLServer). Note: If you have a different named instance you are using with Metasys software, double-click the entry with that instance name where MSSQLServer appears in the example above.
Figure 258: SQL Server Configuration
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4. Done If the file version number is lower than 2005.090.4035.00, you do not have SP3 installed. You must install SP3. See Upgrading SQL Server 2005 Software to SP3. If the file version is 2005.090.4035.00 or higher, you have SP3 installed. Go to Ready Access Portal Software.
Installing SQL Server 2005 Software

Note: As part of the install process, SQL Server 2005 Setup performs a system configuration check on your computer. After the configuration check is finished, a report appears and indicates any potential installation problems. All issues must be resolved before continuing with the SQL Server 2005 software installation.
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To install SQL Server 2005 Software:

1. Start Make sure your computer has .NET Version 3.5 SP1 installed. Depending on how you purchased SQL Server software: If you purchased SQL Server 2005 software separately, insert the SQL Server 2005 software product disk. Select the correct version of SQL Server 2005 software to install, which is the version with x86 in the name. If the installation program does not run automatically, use Windows Explorer to browse to the correct version. If you purchased Metasys software bundled with SQL Server 2005 software, insert the bundled media. Using Windows Explorer, browse to Microsoft SQL Server 2005 Standard Edition > Servers. Double-click setup.exe. The setup files extract to a temporary location on your hard disk, and then installation begins. If you do not have a required prerequisite, a box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with this procedure.
2.

3. Read the End User License agreement and then click I accept the licensing terms and agreement. Click Next.
Figure 261: End User License
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4. The installation program installs any additional components you need. When the screen indicates The required components were installed successfully, click Next.
Figure 262: Installing Prerequisites

5. Click Next.
Figure 263: Welcome Screen
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6. The installation program performs another configuration check to see whether you have the required components to support SQL Server 2005 software. When Success appears in the status column for all components, click Next. Note: If an IIS warning appears, click OK.
Figure 264: System Configuration Check

7. Enter your name in the Name field. Enter your company in the Company field. Click Next.
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8. Note: Some components may not be visible, depending on your configuration. Make the appropriate selections using the following: SQL Server Database Services: Required Analysis Services: Optional Reporting Services: Required for Ready Access Portal computer if installed on unified ADX with the Metasys Advanced Reporting System Notification Services: Optional Integration Services: Optional Workstation components, Books Online and development tools: Required Click Next.
Figure 266: Components to Install

9. Select Named instance and type the name of the instance you are going to use with Metasys software. Note: MSSQLSERVER is no longer the required instance name but is recommended if you are uncertain about what to enter in the Named Instance field. Click Next.
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10. If you are not using a domain, select Use the built-in System account and select Local system from the drop-down list. If you are using a domain enter the user name, password, and domain name. In the Start services at the end of setup section, leave the default boxes checked. Click Next.
Figure 268: Service Account

11. Select Mixed Mode (Windows Authentication and SQL Server Authentication), and a SQL Server software sa user name and password. Note: The password cannot be blank. Note: Microsoft Corporation recommends a complex password that contains eight or more letters, numbers, and symbols and that cannot be guessed easily (cannot be found in the dictionary, does not match the name of the user/ a person, and changes often). The complex Metasys password XMG3-Rel.1 can be used. Visit www.microsoft.com or consult with the IT department if you have questions about SA passwords. Note: Safeguard this user name and password. Without them you cannot maintain the database. Click Next.
Figure 269: Authentication Mode
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12. Accept the default selection of SQL collations (used for compatibility with previous versions of SQL Server). Click Next.
Figure 270: Collation Settings

13. Metasys Advanced Reporting Services Only: Note: This screen does not appear on the Database server computer of a split ADX with the Metasys Advanced Reporting System. Go to Step 14. Click Install the default configuration if it is available as a choice (not dimmed). Click Install but do not configure the server if you are installing Reporting Services on the Web/Application server computer of a split ADX. Click Next. Note: If both choices appear dimmed, refer to the Metasys Advanced Reporting System Troubleshooting section in the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT-12011331). You must configure Reporting Services.
Figure 271: Report Server Options
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14. Verify that both boxes are blank. Click Next.
Figure 272: Error and Usage Report Settings

15. On the Ready to Install screen (Figure 273), verify that your screen shows SQL Server Database Services, Reporting Services, and Client Components as components to be installed. If any of these is not listed, click the Back button until you see the screen in Step 8, then read the instructions on how to select these items. If SQL Server Database Services, Reporting Services, and Client Components are listed, click Install. SQL Server 2005 software installs as indicated by the Setup Progress screen. This part of the procedure can take over 15 minutes to complete.
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16. When Setup finished appears in the Status column of every product, click Next.
Figure 274: Setup Progress
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17. Click the Surface Area Configuration tool link. Click Surface Area Configuration for Services and Connections (Figure 276).

In the left pane, click Remote Connections (Figure 277). In the right pane, verify that Local and remote connections and Using both TCP/IP and named pipes are checked (Figure 277).

Click OK. Click OK if an alert appears (Figure 278).

Click the X in the upper right corner to close the window.
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18. Click Finish.

19. 20. Done Restart your computer. The installation is complete.
Upgrading SQL Server 2005 Software to SP3

Note: We support SQL Server 2005 software SP3. You must upgrade if you have SQL Server 2005 with SP1 or SP2. To upgrade SQL Server 2005 software to SP3:
Table 38: SQL Server 2005 SP3 Upgrade Installation Steps (Part 1 of 3)
1. Depending on how you purchased SQL Server software: If you purchased Metasys software without the integrated SQL Server 2005 software, navigate to http:// www.microsoft.com/downloads and search for SQL Server 2005 SP3. We recommend installing SQLServer2005SP3-KB955706-x86-ENU.exe (where ENU is your language). Click Download for the appropriate service pack and save the service pack file to a location on your computers hard disk. This download/save 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 2005 software, insert the bundled media. Using Windows Explorer, browse to Microsoft SQL Server 2005 Standard Edition > SP3. Double-click SQLServer2005SP3-KB955706-x86-ENU.exe. The Open File - Security Warning screen appears. If the Open File - Security Warning screen appears, click Run. The service pack information extracts to your computer. The Welcome screen for the Microsoft SQL Server 2005 Service Pack 3 Setup appears. In the Welcome screen, click Next. The License Terms screen appears. In the License Terms screen, read the End User License agreement and then click I accept the agreement. Click Next.
2.
3. 4.
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5. In the Feature Selection screen (Figure 281), select the named instances and features you would like to update.

Click Next. 6. If the Authentication screen (Figure 282) appears, click Apply selection to all instances.
Figure 282: Authentication

In the Authentication drop-down box: Select Windows Authentication mode if you would like to use the Windows OS credentials of the user currently logged on. Select SQL Authentication and enter an existing SQL Server software user name to use SQL Server software authentication. Enter a SQL Server software sa user name and password. Click Next. The Error and Usage Reporting Settings screen appears. 7. In the Error and Usage Reporting Settings screen, verify that both boxes are blank. Click Next. The Running Processes screen appears.
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8. The Running Processes screen indicates if you have SQL Server files in use. If files are in use when you install SP3, you must restart your computer after the installation is complete. Click Next. The Ready to Install screen appears. In the Ready to Install screen, click Install. The Installation Progress screen appears as the SQL Server 2005 SP3 software installs. This part of the procedure can take over 20 minutes to complete. After installation is complete, the Installation Progress screen indicates Success for each component. Click Next.
9.
10.
Figure 283: Installation Complete

If a restart is required when the installation is complete, a message appears at the bottom of the Installation Complete window or a Computer Reboot Required message appears. Click OK to continue.
Figure 284: Restart Required

11. In the Additional Information screen, clear the Launch the User Provisioning Tool for Windows Vista after SP3 installation completes box. Click Finish. Restart your computer. The installation is complete. Delete the service pack file you saved to your computer.
12.
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Upgrading SQL Server 2000 SP4 Software to SQL Server 2005 SP3 Software
Note: As part of the upgrade process, SQL Server 2005 performs a system configuration check on your computer. After the configuration check has completed, a report appears that indicates any potential installation problems. All issues must be resolved before continuing with the SQL Server 2005 software upgrade. To upgrade SQL Server 2000 SP4 software to SQL Server 2005 SP3 software:
Table 39: SQL Server 2000 SP4 Software Upgrade to SQL Server 2005 SP3 Software Steps (Part 1 of 5)
1. Make sure your computer has .NET Version 3.5 SP1 installed. Depending on how you purchased SQL Server software: If you purchased SQL Server 2005 software separately, insert the SQL Server 2005 software product disk. Select the correct version of SQL Server 2005 software to install. Install the version with x86 in the name. If the installation program does not run automatically, use Windows Explorer to browse to the correct version. If you purchased Metasys softare integrated with SQL Server 2005 software, insert the bundled media. Using Windows Explorer, browse to Microsoft SQL Server 2005 Standard Edition > Servers. Double-click setup.exe. The setup files extract to a temporary location on your hard disk, and then installation begins. If you do not have a required prerequisite, a Microsoft SQL Server 2005 Setup message box appears and indicates the missing prerequisite. Click OK, install the missing prerequisite, and then start over with this procedure. If you have all required prerequisites installed, the End User License Agreement screen appears. In the End User License Agreement screen, read Read the End User License agreement and then click I accept the licensing terms and agreement. Click Next. The Installing Prerequisites screen appears. Click Install. The installation program installs any additional components you need. When the Installing Prerequisites screen indicates that The required components were installed correctly, click Next. The Welcome to the Microsoft SQL Server Installation Wizard screen appears. In the Welcome screen, click Next. The System Configuration Check screen appears. The installation program performs another configuration check to see whether you have the required components to support SQL Server 2005 SP3 software. When Success appears in the status column for all components, click Next. The Registration Information screen appears. Note: If an IIS warning appears, click OK. In the Registration Information screen, enter your name in the Name field and your company in the Company field. Click Next.
2.
3.
4.
5. 6.
7.
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8. The Components to Install screen appears (Figure 285):
Figure 285: Components to Install

Note: Some components may not be visible, depending on your configuration. Make the appropriate selections using the following: SQL Server Database Services: Required Analysis Services: Optional Reporting Services: Required for Ready Access Portal computer if installed on unified ADX with the Metasys Advanced Reporting System Notification Services: Optional Integration Services: Optional Workstation components, Books Online and development tools: Required Click Next.
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9. In the Instance Name screen (Figure 286), select Named instance and type the name of the instance you are going to use with Metasys software.

Note: You can create a new instance now or upgrade an existing instance. Note: MSSQLSERVER is no longer the required instance name but is recommended if you are uncertain about what to enter in the Named instance field. . Note: Release 4.0 and earlier releases require MSSQLSERVER as the SQL Server instance name. If you are upgrading SQL Server software installed with Release 4.0 or earlier, and wish to update the same instance, enter MSSQLSERVER. Click Next. 10. In the Existing Components screen (Figure 287), place a check next to the older version of SQL Server software found on the computer that you would like to update.

Click Next. The Upgrade Logon Information screen appears.
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11. In the Upgrade Logon Information screen, select one of the following: Windows Authentication: SQL Server software uses the credentials of the user currently logged on to the OS. SQL Server Authentication Mode: Enter the existing SQL Server software sa user name and password. Safeguard the user name and password. Without them you cannot maintain the database. Note: The password cannot be blank. Click Next. The Service Account screen appears. In the Service Account screen: If you are not using a domain, select Use the built-in System account, and select Local system from the drop-down list. If you are using a domain enter the user name, password, and domain name. In the Start services at the end of setup section, leave the default boxes checked. Click Next. In the Report Server Installation Options screen (Metasys Advanced Reporting Services Only): Note: This screen does not appear on the Database server computer of a split ADX with the Metasys Advanced Reporting System. Go to Step 14. Click Install the default configuration if it is available as a choice (not dimmed). The option Install but do not configure the server is preselected if you are installing Reporting Services on the Web/Application server computer of a split ADX. Later, you need to configure Reporting Services manually.
12.
13.
Figure 288: Report Server Installation Options

Click Next. The Error and Usage Report Settings screen appears. Note: If both choices appear dimmed, refer to the Metasys Advanced Reporting System Troubleshooting section in the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT12011331). You must configure Reporting Services. 14. 15. In the Error and Usage Report Settings screen, verify that both boxes are blank. Click Next. The Ready to Install screen appears. In the Ready to Install screen, click Install. The Setup Progress screen appears to indicate the progress of the SQL Server Express software install. This part of the procedure can take over 15 minutes to complete. When setup is complete, the Status column for all components indicates Setup finished. Click Next. The Completing Microsoft SQL Server 2005 Setup screen appears.
16.
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17. In the Completing Microsoft SQL Server 2005 Setup screen, click the Surface Area Configuration tool link. In the Minimize SQL Server 2005 Surface Area window (Figure 289), click Surface Area Configuration for Services and Connections.

In the SQL Server 2005 Surface Area Configuration window (Figure 290), do the following: 1. In the left pane, click Remote Connections. 2. In the right pane, verify that Local and remote connections and Using both TCP/IP and named pipes are checked. 3. Click Apply. 4. Click OK. 5. Click OK if an alert appears (Figure 291).

6. Click the X in the upper right corner to close the window. 7. Restart the computer if Figure 291 appears. 8. Close all windows. 18. 19. 20. Click Finish on the Completing Microsoft SQL Server 2005 Setup screen. Restart your computer. The upgrade is complete.
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Uninstalling Ready Access Portal Software
If you are upgrading Ready Access Portal software on a computer that contains other Metasys software, you must uninstall Ready Access Portal software and then install the new version. If you are using Ready Access Portal software on a computer without other Metasys software, you do not need to uninstall the software. Go to Installing Ready Access Portal Software. To uninstall Ready Access Portal software:
Table 40: Ready Access Portal Software Uninstallation Steps (Part 1 of 3)
1. Start To uninstall, do the following: 1. If you are using Windows 7 OS, Windows Server 2008 R2 OS, or Windows 2008 OS, select Programs, then Programs and Features. If you are using Windows XP OS or Windows Server 2003 R2 OS, open Control Panel and select Add/Remove Programs or Add or Remove Programs. 2. Select Metasys Ready Access Portal in the program list. 3. If needed, give consent when prompted to do so. If you are using Windows XP OS or Windows Server 2003 R2 OS, click Remove or Uninstall. Click Next.
2.
Figure 292: Ready Access Portal Welcome Window
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3. Click the Remove radio button. Click Next.
Figure 293: Program Maintenance Window

4. Select one of the following: Windows authentication credentials of current user: Select this option to log on to SQL Server using the name and password of the user currently logged on to the Windows OS. SQL Server authentication using the Login ID and password below: Select this option to use a SQL Server sa ID and password. Click Next. A Question box appears and asks if you want to remove the Ready Access Portal databases. Click No if you plan to upgrade the Ready Access Portal software. Click Yes if you do not plan to install a new version of the Ready Access Portal software. If you click Yes, all Dashboard configurations are deleted for all users.
Figure 294: Uninstall Dataserver Window

5.
A question box may appear notifying you that the Metasys Host Service application may need to be shutdown. You may select either option, but we recommend you select the default option: Automatically close and attempt to restart applications. Click OK to continue.
Figure 295: Metasys Host Service Window
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6. Click Remove. If Ready Access Portal software is installed on a computer that does not have the ADS/ADX software, a question box appears asking if you would like to remove the license keys. Click No to preserve the license keys (during an upgrade, for example). If you are removing the Ready Access Portal permanently, click Yes. The Ready Access Portal software uninstalls.
Figure 296: Remove the Program Window

7. Click Finish. Close all open windows.
Figure 297: Uninstallation Complete Window

8. Done The uninstallation is complete. If you are renaming the computer, return to those rename instructions. If you are upgrading, see Overview of Steps to Upgrade Ready Access Portal Software for the next steps in the process. If you are not upgrading and wish to manually remove the SSL certificate created by the Ready Access Portal software (optional), see Removing the SSL Certificate for Ready Access Portal Software (Windows 7 OS, Windows 2008 R2 OS, or Windows Server 2008 OS) or Removing the SSL Certificate for Ready Access Portal Software (Windows XP OS or Windows Server 2003 R2 OS).
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Removing the SSL Certificate for Ready Access Portal Software (Windows 7 OS, Windows 2008 R2 OS, or Windows Server 2008 OS)
Note: This procedure is only necessary if you uninstall and reinstall the Ready Access Portal software several times on the same computer, and you want to manually delete the generated SSL certificates. To remove the SSL certificate for Ready Access Portal software (Windows 7 OS, Windows 2008 R2 OS, or Windows Server 2008 OS): 1. Log on to the computer that has the Ready Access Portal software installed using an Administrator account. 2. For Windows 7 OS or Windows 2008 R2 OS, click Start to display the Start Search line. For Windows Server 2008 OS, select Start > Run to open the Run command line. 3. In the Run or Start Search line, type compmgmt.msc and press Enter. The Computer Management Console window appears (Figure 298).
Figure 298: Computer Management Console - Windows 7 OS Example
4. Expand Services and Applications. 5. Select Internet Information Services (IIS). 6. Expand Sites. 7. In the Connections pane, select the Web site under which MetasysRAP is listed (typically the Default Web Site).
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8. With the correct Web site for MetasysRAP selected, click the Bindings option in the Actions pane. The Site Bindings window appears (Figure 299).
Figure 299: Site Bindings Window - Windows 7 OS Example
9. Select the https line. 10. Click Edit. The Edit Site Binding window appears (Figure 300).
Figure 300: Edit Site Binding Window - Windows 7 OS Example
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11. Click View. The Certificate window appears (Figure 301).
Figure 301: Certificate Window - Windows 7 OS Example
12. Make sure <All> is selected in the Show box. 13. Scroll to the bottom of the list and click Thumbprint. Write down the Thumbprint value. You need to use this value in Step 21. 14. Close all windows. 15. For Windows 7 OS or Windows Server 2008 R2 OS, click Start to display the Start Search line. For Windows Server 2008 OS, select Start > Run to open the Run command line. 16. In the Run or Start Search line, type certmgr.msc and press Enter. The Certificate Manager appears. 17. Expand Trusted Root Certification Authorities. 18. Select Certificates.
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19. Look for a certificate that matches the name of the computer. Several identical certificates may exist for the computer. In Figure 302, three certificates exist for the ADS with the computer name of ADS-001.
Figure 302: Certificate Manager - Windows 7 OS Example
20. Double-click one of these certificates. The Certificate window opens. 21. On the Details tab, locate the Thumbprint field. Compare the Thumbprint value that appears with the Thumbprint value you wrote down in Step 12. If the values do not match, close the Certificate window and delete the certificate. If the value matches, close the Certificate window and retain this certificate. 22. Repeat Step 20 and Step 21 for all certificates matching the name of the computer. Only one certificate should remain when you are finished. 23. Close all windows.
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Removing the SSL Certificate for Ready Access Portal Software (Windows XP OS or Windows Server 2003 R2 OS)
Note: This procedure is only necessary if you uninstall and reinstall the Ready Access Portal software several times on the same computer, and you want to manually delete the generated SSL certificates. To remove the SSL certificate for Ready Access Portal software (Windows XP OS or Windows Server R2 2003 OS): 1. Log on to the computer that has the Ready Access Portal software installed using an Administrator account. 2. Click Start > Run to open the Run command line. 3. Type compmgmt.msc in the Run and press Enter. The Computer Management Console window appears (Figure 303).
Figure 303: Computer Management Console - Windows XP OS Example
4. Expand Services and Applications. 5. Expand Internet Information Services. 6. Expand Web Sites and select the Web site under which MetasysRAP is listed (typically the Default Web Site).
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7. Right-click the correct Web Site for MetasysRAP and select Properties. The Web Site Properties window appears. 8. On the Directory Security tab, under the Secure Communications section, click View Certificate. The Certificate window appears. 9. In the Certificate window shown, look for the Thumbprint field. Write down its value. You need to use this value in Step 17. 10. Close the Certificate window. 11. Click Start > Run to open the Run command line. 12. In the Run line, type certmgr.msc and press Enter. The Certificate Manager appears (Figure 304). 13. Expand Trusted Root Certification Authorities. 14. Select Certificates. 15. Look for a certificate that matches the name of the computer. Several identical certificates may exist for the computer.
Figure 304: Certificate Manager - Windows XP OS Example
16. Double-click one of these certificates to open the Certificate window. 17. On the Details tab, locate the Thumbprint field. Compare the Thumbprint value that appears with the Thumbprint value you wrote down in Step 9. If the values do not match, close the Certificate window and delete the certificate. If the value matches, close the Certificate window and retain this certificate. 18. Repeat Step 16 and Step 17 for all certificates matching the name of the computer. Only one certificate should remain when you are finished. 19. Close all windows.
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Installing Ready Access Portal Software

Note: If you plan to rename the computer running Ready Access Portal software, rename it before completing the steps in this section. If you rename the computer after installing the software, the SSL certificates become invalid. If you are renaming the computer running Ready Access Portal, we recommend that you uninstall Ready Access Portal software before you rename the computer. After you rename the computer, reinstall Ready Access Portal software again. If you are upgrading Ready Access Portal software on a computer that contains other Metasys software, you must uninstall Ready Access Portal software and then install the new version. Go to Uninstalling Ready Access Portal Software. If you are using Ready Access Portal software on a stand-alone computer, you do not need to uninstall the software. The Ready Access Portal supports Secure Sockets Layer (SSL). We recommend that you implement SSL security for improved protection of user passwords before installing the Ready Access Portal software. For details, refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-12011279). To install Ready Access Portal software:
Table 41: Ready Access Portal Software Installation Steps (Part 1 of 7)
1. Start Insert the Ready Access Portal disk. In the RAP folder, double-click setup.exe. Upgrade on stand-alone computer only: If you are upgrading on a stand-alone computer (you did not uninstall Ready Access Portal software), a box appears asking if you would like to upgrade. Click Yes. The new version of Ready Access Portal software uses existing settings for the Dashboard and retains alerts. If you are using Windows 7 OS, Windows Server 2008 R2 OS, or Windows Server 2008 OS, click Continue, Allow, or Yes when prompted to begin the installation. If you are prompted to stop the ADS/ADX Device Manager Service, click Yes. Click Next.
2.
Figure 305: Ready Access Portal Welcome Window
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3. Click Change if you want to change where Ready Access Portal software installs on your computer. Click Next.
Figure 306: Destination Folder Window

4. Click Complete. Note: Custom is not available at this time. Click Next.
Figure 307: Setup Type Window
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5. Note: The instance and credentials entered in this window allow Ready Access Portal software to access SQL Server software during the installation only. In Database Server: If you installed the default instance (MSSQLSERVER), select (local). If you installed a named instance, type \instancename after (local) where instancename is the name of the SQL Server instance you installed. Note: If you install the Ready Access Portal on the same computer as an ADS/ADX, you must use the same SQL Server instance you used for the ADS/ADX installation. Note: If you are upgrading a computer without other Metasys software, the Database Server field appears dimmed and the installation program uses the server you selected during the initial installation. Note: Do not use the Browse button. Click one of the following radio buttons: Windows authentication credentials of current user: Click this to log on to SQL Server using the name and password of the user currently logged on to the Windows OS. SQL Server authentication using the Login ID and password below: Click this to use a SQL Server sa ID and password. You must use this option if you are installing the Ready Access Portal software on the Web/Application server of a split ADX or if you have another remote SQL Server configuration. Click Next. Upgrade on a computer with other Metasys software only: If a Question box appears, click Yes to preserve your Dashboard settings. If you click No, all Dashboard configurations are deleted for all users. If you kept your Alerts databases during the uninstallation of the Ready Access Portal software or if an Events database is present from other Metasys software, a Question box appears. Click Yes to preserve your alerts. When installed on the same computer, the ADS/ADX and Ready Access Portal share the same Events database. We do not recommend removing it.
Select for Split ADX.
Figure 308: SQL Server Installation Credentials Window
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6. Note: The name and password entered in this window allow Ready Access Portal software to access SQL Server software during daily use. Enter a valid existing SQL Server name and password or enter a new SQL Server name and password (Ready Access Portal software creates a new SQL Server user with those credentials). If you do not have an existing SQL Server name to use, we recommend creating a new user with the name MetasysRap and a custom password. Enter the password again in the Confirm Password text box. If the name/password pair already exists, the installation asks if you want to use it. Note: We recommend you create a new user or use an existing user that is not a SQL Server Administrator. Administrator level access is not required for use. The Let SQL Server Manage database file location check box allows you to choose a location for SQL Server database support files or have SQL Server software manage the file location for you. When selected, SQL Server software manages the location for you. When cleared, you must set the location for the SQL Server database files. For most users, we recommend you keep this option selected. If you are using remote SQL Server software or upgrading the Ready Access Portal software, the check box and text field may appear dimmed. Click Next. The dimmed field populates from Step 5. In the Application Server should use this Site Director field, enter the hostname (computer name) or the IP address of the Site Director the Ready Access Portal will use. If you are installing on the ADS/ADX Site Director, localhost is acceptable. Note: If your network does not support DNS, you also must update the Windows OS hosts file of the computer running the Ready Access Portal software with the new hostname/IP address pair for the Site Director. See Site Director Changes After You Install Ready Access Portal Software. Note: You can change the Site Director at a later date if desired. See Site Director Changes After You Install Ready Access Portal Software. Click Next.
Figure 309: SQL Server User Credentials Window
7.
Figure 310: Application Server Configuration Window
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8. Note: This screen is used for access to the Ready Access Portal from a computer. See Step 9 for access from a handheld device. In the Install the Web Server on this local IIS Site field, enter an existing IIS Web site you want to use for the Ready Access Portal. You can use the default or another IIS Web site if you have one. In the Using this Virtual Directory Name field, enter the Ready Access Portal virtual directory name you want to use. Note: Remember the name you enter in this field. This name appears at the end of the URL used to browse to the Ready Access Portal UI from a computer. Note: It is acceptable to change this name from the default as long as the name entered here is different from the name entered in Step 9. For the SSL security section, select one of the following: Secure only password communications: Select this option to secure only logon information used by the browsing computer to access the Ready Access Portal. If you do not have a preference, protecting only logon information results in better system performance. Secure all communications: Select this option to secure all communications between the browsing computer and the Ready Access Portal, including logon. Click Next. If you have an existing SSL certificate for the IIS Web site you selected, A Question box appears. If you click Yes, the new certificate replaces any certificate you currently have. We recommend you click No to retain the existing certificate. If you do not have an existing SSL certificate for the IIS Web site you selected, a Question box appears (Figure 312). You must click Yes to continue with the installation. Note: If you click No, you cannot advance in the installation process.
Figure 311: Web Server Configuration Window
Figure 312: New SSL Certificate Question Box

Click Next.
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9. Note: This screen is used for access to the Ready Access Portal from a handheld device. See Step 8 for access from a computer. In the Install the Web Server on this local IIS Site field, enter an existing IIS Web site you want to use for the Ready Access Portal. You can use the default or another IIS Web site if you have one. In the Using this Virtual Directory Name field, enter the Ready Access Portal virtual directory name you want to use. Note: It is OK to change this name from the default as long as the name entered here is different from the name entered in Step 8. For the SSL security section, select one of the following: Secure only password communications: Select this option to secure only logon information used by the handheld device to access the Ready Access Portal. If you do not have a preference, protecting only logon information results in better system performance. Secure all communications: Select this option to secure all communications between the browsing handheld device and the Ready Access Portal, including logon. Click Next. Click Install.
Figure 313: Mobile Device Web Server Configuration Window
10.
Figure 314: Ready to Install Window
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11. Click Finish.
Figure 315: Installation Complete Window

12. Done The Ready Access Portal software installation is complete. The Ready Access Portal software attempts a system update to populate the selection tree. If the update is not successful, check that the Site Director is online and restart the computer running the Ready Access Portal software. Verify that the time for the Site Director and the computer running the Ready Access Portal software are synched to be within 5 minutes and in the same time zone. If you are renaming the computer, return to those rename instructions. If desired, check the error log file. If errors occurred during installation of the software, restart the computer. See Error Log. Go to Licensing the Ready Access Portal Software.
Licensing the Ready Access Portal Software

To license the Ready Access Portal software, refer to the Software License Activator Technical Bulletin (LIT-1201654). After you license the Ready Access Portal software, prepare the device you plan to use to access the Ready Access Portal UI. See Preparing a Computer to Browse to the Ready Access Portal UI or Preparing a Handheld Device to Browse to the Ready Access Portal UI.
Preparing a Computer to Browse to the Ready Access Portal UI

Note: If you are using Internet Explorer Web browser Version 8.0 and experience UI problems, you may need to run the Web browser in Compatibility view. For details, see the Troubleshooting section. To prepare a computer to browse to the Ready Access Portal UI: 1. In Internet Explorer Web browser, on the Tools menu, select Internet Options. The Internet Options window appears.
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2. On the Security tab, click Custom Level. The Security Settings window appears. 3. Scroll down to Scripting > Active Scripting and select the Enable radio button. A security warning message appears. 4. Click OK. 5. Click the Privacy tab. 6. In the Settings section, click Advanced. The Advanced Privacy Settings window appears. 7. In the Cookies section, select Override automatic cookie handling. 8. Under First-party Cookies, select Accept. 9. Under Third-party Cookies, select Accept. 10. Select Always allow session cookies. 11. Click OK. 12. Click OK to close the Internet Options window. 13. Go to Installing Windows Silverlight 4.0. Note: Metasys system Standard Access Administrators should set the Dashboard for Tenant users before Tenant users browse to the Ready Access Portal UI. See Setting the Dashboard for Tenant Users.
Preparing a Handheld Device to Browse to the Ready Access Portal UI

To prepare a handheld device to browse to the Ready Access Portal UI: 1. Be sure you are connected to the network, either wirelessly or via a cradle. 2. In Internet Explorer Web browser, under Menu, select Tools > Options. The Options page appears. 3. On the Security tab, make sure Allow cookies is selected. 4. Select OK. 5. In Internet Explorer Web browser, under Menu, select Zoom > Medium. This setting ensures that text displays correctly. 6. If you choose to customize the column layout for the UI, see Custom Column Layout for Handheld Devices in this document. 7. Go to Logging On to the Ready Access Portal UI.
Installing Windows Silverlight 4.0

To install Windows Silverlight 4.0: 1. Insert the ADS/ADX or SCT product disk.
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2. Open Microsoft Windows Explorer and browse to OEM > Microsoft > Silverlight > 4.0. 3. Double-click Silverlight.exe. A warning message appears. 4. Click Run to start the installation. Note: If you are prompted by an User Access Control dialog, grant access. 5. Follow the setup instructions to install Silverlight. This installation may take several minutes. 6. Close all Web browser windows, if applicable. 7. Go to Logging On to the Ready Access Portal UI.
Logging On to the Ready Access Portal UI

Note: Metasys system Standard Access Administrators should set the Dashboard for Tenant users before Tenant users browse to the Ready Access Portal UI. See Setting the Dashboard for Tenant Users. The Ready Access Portal UI supports the Single Sign-On (SSO) capability of the Active Directory directory service. To log on to the Ready Access Portal UI, the Site Director must be running and available via the network to the computer running Ready Access Portal software. To log on to the Ready Access Portal UI:
Table 42: Ready Access Portal Log On Steps
1. Start Using a computer with Internet Explorer Web browser Version 6.x, 7.0, or 8.0, browse to http://<host>/MetasysRAP. Note: <host> is the hostname (computer name) or IP address of the computer running Ready Access Portal software. Note: MetasysRAP is the default value for the Using this Virtual Directory Name field in Figure 311. If you chose an alternate name in Figure 311, use that name for MetasysRAP in the URL. Using a handheld device with Internet Explorer Web browser Mobile for Windows Mobile 5 or 6 OS, browse to http://<host>/MetasysRAPMobile. Note: <host> is the hostname (computer name) or IP address of the computer running Ready Access Portal software. Note: MetasysRAPMobile is the default value for the Using this Virtual Directory Name field in Figure 313. If you chose an alternate name in Figure 313, use that name for MetasysRAPMobile in the URL.
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2. First time access only: The first time you attempt to navigate to the Ready Access Portal UI, you must install the SSL certificate. Note: You must be logged on to the browsing computer as an administrator when you attempt this procedure. Only administrators have the privileges required to install SSL certificates. If you are using Internet Explorer 7.0 or 8.0 Web browser: 1. Verify you have the address entered correctly. 2. Click Continue to this Web site (not recommended). The Ready Access Portal logon page appears. 3. In the address bar, click Certificate Error (Figure 317).
Figure 316: Certificate Screen
Figure 317: Certificate Error

4. An Untrusted Certificate window appears (Figure 318). Click View certificates. The Certificates window appears.
Figure 318: Untrusted Certificate

5. In the Certificate window, verify that the Issued To and Issued By names match the computer name. 6. Click Install Certificate. 7. Do one of the following: If the names do not match the name of the computer, click No on the Security Warning that appears. You must stop here and uninstall and reinstall Ready Access Portal software. If the names match the name of the computer, the Certificate Import Wizard appears. 8. On the Wizard Welcome screen, click Next. 9. On the Wizard Certificate Store screen, select Automatically select the certificate store based on the type of certificate. Click Next. 10. On the Completing the Certificate Import Wizard screen, click Finish. 11. In the Certificate window, click OK. 12. Close all browser windows. 13. Browse to the Ready Access Portal UI again. 14. Continue with Step 3.
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3. Enter a valid user name and password. From the Login To drop-down selection box, select Metasys Local or your Active Directory service domain. Click Login. Note: If you have never before logged on to the Site Management Portal UI or Ready Access Portal UI, a message appears and asks you to accept the Terms and Conditions. If you are browsing from a computer, click the link to view the Terms and Conditions. This link appears on the Logon screen as well. Accept the Terms and Conditions. Refer to the Metasys System Extended Architecture License Information (Part No. 24-10067-1) for Terms and Conditions text. Note: If you must change your password, you are prompted to do so now. If you cancel the password change, you return to the logon screen. You are logged on to the Ready Access Portal UI. Refer to the Ready Access Portal Help (LIT-12011342) for details on how to use the UI.
Figure 319: Ready Access Portal Logon Screen
4.
Done
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Troubleshooting
Table 43 contains troubleshooting information for the Ready Access Portal software.
Table 43: Troubleshooting the Ready Access Portal Software (Part 1 of 3)
Problem
You are uncertain how to move the Ready Access Portal software to another computer and preserve current Dashboard settings.
Solution
To move the Ready Access Portal software to a new computer and preserve Dashboard settings: 1. Uninstall the Ready Access Portal from the original computer and do not remove the Dashboard settings. 2. Complete the uninstallation procedure. 3. Stop the SQL Server service. 4. Copy the MetasysTree.mdf database from this location: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data OR C:\Program Files\Microsoft SQL Server\MSSQL10.MSSQLSERVER\MSSQL\DATA 5. Copy any log files you wish to preserve. See Error Log. 6. Move the MetasysTree.mdf database to the new computer where you plan to install the Ready Access Portal software. 7. Install the Ready Access Portal software on the new computer. Note: If you are installing the Ready Access Portal software on a computer with other Metasys software on it, install the other Metasys software first. This message appears when access to the Ready Access Portal database is not available. To resolve this error: 1. Verify that this computer has a supported version of SQL Server installed and SQL Server is currently running. 2. Verify that the TCP/IP and Named Pipes protocols in SQL Server Configuration Manager are set to Enabled. 3. Verify that the SQL Server Administrator group called BUILTIN\Administrators has access to SQL Server databases. Follow these steps: 1. Start SQL Server Management Studio and login with the sa user account using SQL Server authentication. You may also select Windows authentication and log in with an account that has system administrator privileges in SQL Server. 2. Expand Security. Right-click Logins and select New Login. 3. In the Login name field, type BUILTIN\Administrators. 4. On the same screen, select Server Roles in the left pane to display the Server Roles for the Administrators group. Select SysAdmin Server Role. 5. Click OK. To work around this problem: 1. Cancel the installation. 2. Start the installation again. 3. When you reach the SQL Server Installation Credentials Window, do not use the Browse button. Instead, do one of the following: If you installed the default instance (MSSQLSERVER), leave the default of (local). If you installed a named instance, type \instancename after (local) where instancename is the name of the SQL Server instance you installed.
You see an error message with the following text when you are installing Ready Access Portal software: -214721843 Login failed for user '<username>'. Make sure SQL Server 2005 SP3 or SQL 2005 Express SP3 or SQL Server 2008 or SQL Server 2008 Express is installed and running. Make sure SQL Remote Connections for TCP/IP and Named Pipes are enabled.
You see an error message with the following text when you are installing Ready Access Portal software: Error 1606
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Problem
You see the following message when you log on to the Ready Access Portal UI: Your dashboard content has not been defined.
Solution
This message appears when you do not have your Dashboard set. To resolve this error: If you have Tenant user privileges, your Administrator must set your Dashboard. If you are not a Tenant user, you must set your Dashboard. See Metasys System Administrator Steps. This error message occurs because the Site Director is offline or inaccessible over the network when you attempt to log on. To resolve this problem, make sure the Site Director is online and communicating over the network and attempt to log on to the Ready Access Portal UI. This error may occur if computer running the Ready Access Portal software is on a domain and the Site Director is not on a domain. To resolve this error, add the domain name to the URL of the Ready Access Portal UI using this syntax: http://domainname\hostname/MetasysRAP http://domainname\hostname/MetasysRAPMobile This error occurs if you change the name of the computer running the Ready Access Portal software after you install the Ready Access Portal software. To see the Mismatched Address error itself, click the Certificate Error button in the Internet Explorer Web browser toolbar. This error occurs because a name change rendered the SSL certificate invalid and you are using an Internet Protocol (IP) address to browse to the Ready Access Portal UI. To resolve this error, unistall and reinstall the Ready Access Portal software and create a new certificate during the installation process.
You attempt to log on to the Ready Access Portal UI and see the following message: Cannot login. The Metasys site director device is not available. You see a Mismatched Address error (Figure 320).
Figure 320: Mismatched Address Error

You attempt to log on to the Ready Access Portal UI from a client computer and see the following message: Internet Explorer Cannot Display the Web page. A problem with validating the external SSL certificate occurred. Restart the computer that is running the Ready Access Portal software, then try to log on again. The Internet Explorer Web browser must be configured to run JavaScript technology and have cookies enabled. See Preparing a Computer to Browse to the Ready Access Portal UI for information on these settings. This problem may occur if you have script blocking enabled for third-party antivirus software installed on the computer. To resolve this problem, disable script blocking and attempt the installation again. After the installation is complete, enable the script blocking again. The Silverlight plug-in installation or upgrade process requires you to restart the browser session to view graphics. To restart the browser, close and reopen the Ready Access Portal UI.
The installation program seems to stop responding.
You attempt to view a graphic after installing or upgrading the Microsoft Silverlight plug-in, but the graphic does not appear.
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Problem
You install Ready Access Portal software on a computer that previously had Metasys software on it. After you click Next on Figure 311, you see a message box with this text (Figure 321): The virtual directory MetasysIII/ WS already exists in IIS.
Solution
This message appears because the Ready Access Portal software is attempting to create an IIS directory that you have already. To resolve this error: 1. Click OK on the error message (Figure 321). 2. On the Control Panel, select Administrative Tools > Internet Information Services. The Internet Information Services window appears. 3. In the tree in the left pane, browse to the local computer > Web Sites > Default Web Site > MetasysIII. 4. In the tree in the left pane, right-click WS and select Delete. 5. Close all windows. 6. Return to Figure 311 and continue with the installation.
Figure 321: IIS Error Message

You see errors in fields in the Ready Access Portal UI views. The tool tip for the errors is the following: Remote device is offline To resolve this error, try the following: Check that the time between the two devices is synched to less than 5 minutes and that the computers are in the same time zone. Check if the network supports DNS. If the network does not support DNS, then the Windows OS hosts file of the computer running the Ready Access Portal software must be updated with the hostname/IP address pair for the Site Director. See Site Director Changes After You Install Ready Access Portal Software If you are using Internet Explorer Web browser Version 8.0, verify that you are using the Compatibility view. To verify Compatibility view: 1. Log on to the Ready Access Portal UI. 2. On the Internet Explorer Tools menu, verify that Compatibility View has a check next to it. 3. If Compatibility View does not have a check next to it, select Compatibility View Settings. 4. Click Add. The Ready Access Portal address appears in the list of sites in the Web sites that youve added to Compatibility View box. 5. Click Close.
When you use Internet Explorer Web browser Version 8.0 to display the Ready Access Portal UI, the UI may not appear properly (for example, the header area does not appear).
Ports Used by the Ready Access Portal Software

The Ready Access Portal software uses the Transmission Control Protocol (TCP) ports in Table 44.
Table 44: Ready Access Portal Ports
Port
53 80
Details
TCP and User Datagram Protocol (UDP) must be turned on for Domain Name Server (DNS) Lookup. Ready Access Portal communicates with the Site Director and Internet Information Services (IIS) with this port as the default for client computer connections.
Direction
Out In and Out
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Table 44: Ready Access Portal Ports

Port
443 1433 8700 8001
Details
Client computer and Ready Access Portal SSL authentication uses this port. Ready Access Portal uses this port as the default SQL Server software port. TCP must be turned on. Ready Access Portal software uses this port internally. Ready Access Portal software uses this port internally.
Direction
In (for IIS) In (for SQL Server software) None None
Custom Column Layout for Handheld Devices

You can customize the column layout when viewing the Ready Access Portal UI using a handheld device. Table 45 contains the columns hidden in the handheld device UI default layout.
Table 45: Columns Hidden by Default in the Handheld UI
View
Alert Summary View Standard Summary View Device Summary View Schedule Summary View Schedule Details View: Scheduled Items List Tab
Column Hidden by Default

Type Column Status Column Status Column Status Column Status Column
To customize the column layout for handheld devices: 1. Using Microsoft Notepad on the computer where the Ready Access Portal software is installed, open web.config at one of the following locations: C:\Program Files\Johnson Controls\Metasys RAP\software_version\mobile For Windows Server 2008 R2 OS: C:\Program Files (x86)\Johnson Controls\Metasys RAP\software_version\mobile
Note: software_version represents the version of the Ready Access Portal software you have. Note: If you installed the Ready Access Portal software in a drive other than C, browse to that location. 2. Under the <appSettings> section, find the following lines:
<add <add <add <add <add key= key= key= key= key= ShowAlertSummaryTypeColumn value=false/> ShowStandardSummaryStatusColumn value=false/> ShowDeviceSummaryStatusColumn value=false/> ShowScheduleSummaryStatusColumn value=false/> ShowScheduledItmesStatusColumn value=false/>
3. For any columns you would like to view in the handheld UI, replace the text false with true. 4. Save the file. 5. Exit Notepad.
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Site Director Changes After You Install Ready Access Portal Software
During installation of Ready Access Portal software, you designate the Site Director the software references. After installation, use this procedure to change the Site Director referenced by the Ready Access Portal if the Site Director has been renamed or has a new Internet Protocol (IP) address. If your network does not support DNS, you also must update the Windows OS hosts file of the computer running the Ready Access Portal software with the new hostname/IP address pair for the Site Director. To change the Site Director referenced by Ready Access Portal software: 1. Using Microsoft Notepad, open Metasys.HostService.exe.config at one of the following locations: C:\Program Files\Johnson Controls\Metasys RAP\software_version\app\bin\ For Windows Server 2008 R2 OS: C:\Program Files (x86)\Johnson Controls\Metasys RAP\software_version\app\bin\
Note: software_version represents the version of the Ready Access Portal software you have. Note: If you installed the Ready Access Portal software in a drive other than C, browse to that location. 2. Search for SiteDirector and the first instance is in the following line:
<add key="SiteDirector" value="SiteDirectorName"/>
Note: SiteDirectorName represents the hostname (or computer name) or IP of the Site Director currently referenced by the Ready Access Portal software that you entered in Figure 310. 3. Replace the current name with the name or IP address of your new Site Director. 4. Save the file. 5. Exit Notepad. 6. On the Control Panel, select Administrative Tools > Services. 7. In the list of services, find Metasys Host Service. 8. Right-click and select Restart. 9. Close all windows. Note: You do not have to restart the computer.
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Access List
The users, passwords, and certificates listed in Table 46 are required during Ready Access Portal software installation.
Table 46: Users, Passwords, and Certificates Used for Installing Ready Access Portal Software
Password/Certificate
SQL Server System Administrator (SA) User Name and Password SQL Server User Name and Password
Details
This user name and password pair is required only during installation of the Ready Access Portal software. See Figure 308. This user name and password pair is required for Ready Access Portal software to access SQL Server software in daily use. We recommend that you create a new SQL Server user and password. See Figure 309. A Windows OS Administrator user name and password are required to install new software on the computer. SSL is required to use the Ready Access Portal software. You can use an existing certificate or allow the Ready Access Portal software to create a new certificate. You can choose to secure only logon information or all transferred information. If you do not have a preference, protecting only logon information results in better system performance. See Figure 311 and Figure 313. The first time you log on to the Ready Access Portal UI, you must install the SSL certificate. You must be logged on to the browsing computer as an administrator to install the certificate.
Windows OS Administrator User Name and Password SSL Certificate
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Appendix: Installing SQL Server Software on a Drive Other than the Default (!)
The recommended and preferred installation is to install SQL Server software on Drive C; however, if you must install SQL Server software on a drive other than the default, follow the steps in this appendix as they pertain to your edition of SQL Server software. Before installing SQL Server software, decide whether you want to install the Ready Access Portal software on a drive other than the default (that is, other than Drive C:). If you plan to install the Ready Access Portal software on a drive other than the default, first follow the instructions in Appendix: Installing the ADS/ADX or SCT on a Drive Other than the Default of the ADS, ADX, and SCT Installation and Upgrade Wizard Content (LIT-12011331), then return to this appendix to install SQL Server software on a drive other than the default, using the section that pertains to your edition of SQL Server software. If you do not plan to install the Ready Access Portal software on a drive other than the default, see the section in this appendix that pertains to your edition of SQL Server software.
Installing SQL Server 2008 Express R2 Software on a Drive Other Than Default
To install SQL Server 2008 Express R2 software on a drive other than the default: 1. Insert the SCT media in the computer. 2. On the Start menu, click Run. 3. Click Browse. 4. Browse to the SQL Server 2008 Express R2 software location on the SCT media at OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express R2 > 10.50.1600.1. 5. Select SQLEXPR_x86_ENU.EXE and click Open. SQLEXPR_x86_ENU.EXE appears in the Run box. 6. In the Run box, after SQLEXPR_x86_ENU.EXE, add a space, then type one of the following, specifying the alternate drive location and alternate instance name (if desired):
/ACTION=Install /FEATURES=SQL /INSTANCENAME=MSSQLSERVER /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 Express R2 software with an instance name called MSSQLSERVER and under the specified <drive>.)
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/ACTION=Install /FEATURES=SQL /INSTANCENAME=<name> /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 Express R2 software with an instance name specified by <name> and under the specified <drive>.) 7. Click OK. 8. Go to SQL Server 2008 Express R2 Software (!) to continue installation of SQL Server 2008 Express R2 software. SQL Server 2008 Express R2 software is now installed on the alternate drive you entered.
Installing SQL Server 2008 Express SP2 Software on a Drive Other Than Default
To install SQL Server 2008 Express SP2 software on a drive other than the default: 1. Insert the or SCT media in the computer. 2. On the Start menu, click Run. 3. Click Browse. 4. Browse to the SQL Server 2008 Express SP2 software location on the or SCT media at OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2008 Express SP2 > 10.00.4000.00. 5. Select SQLEXPR_x86_ENU.EXE and click Open. SQLEXPR_x86_ENU.EXE appears in the Run box. 6. In the Run box, after SQLEXPR_x86_ENU.EXE, add a space, then type one of the following, specifying the alternate drive location and alternate instance name (if desired):
/ACTION=Install /FEATURES=SQL /INSTANCENAME=MSSQLSERVER /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 Express software with an instance name called MSSQLSERVER and under the specified <drive>.)
/ACTION=Install /FEATURES=SQL /INSTANCENAME=<name> /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 Express software with an instance name specified by <name> and under the specified <drive>.) 7. Click OK. 8. Go to Installing SQL Server 2008 Express SP2 Software (!) to continue installation of SQL Server 2008 Express SP2 software. SQL Server 2008 Express SP2 software is now installed on the alternate drive you entered.
258
Installing SQL Server 2005 Express SP3 Software on a Drive Other Than Default
To install SQL Server 2005 Express SP3 software on a drive other than the default: 1. Insert the or SCT media in the computer. 2. On the Start menu, click Run. 3. Click Browse. 4. Browse to the SQL Server 2005 Express SP3 software location on the or SCT media at OEM > Microsoft > SQL Server Express Versions - For Customers Only > SQL Server 2005 Express SP3 > 9.00.4035. 5. Select SQLEXPR32.EXE and click Open. SQLEXPR32.EXE appears in the Run box. 6. In the Run box, after SQLEXPR32.EXE, add a space, then type one of the following, specifying the alternate drive location and alternate instance name (if desired):
SAPWD=XMG3-Rel.1 DISABLENETWORKPROTOCOLS=0 SECURITYMODE=SQL INSTALLSQLDIR=<drive>:\Program Files\Microsoft SQL Server\
(Installs SQL Server 2005 Express software with the default instance name, MSSQLSERVER, under the specified <drive>.)
SAPWD=XMG3-Rel.1 INSTANCENAME=<name> DISABLENETWORKPROTOCOLS=0 SECURITYMODE=SQL INSTALLSQLDIR=<drive>:\Program Files\Microsoft SQL Server\
(Installs SQL Server 2005 Express software with an instance name specified by <name> and the specified <drive>.) 7. Click OK. 8. Go to Installing SQL Server 2005 Express SP3 Software to continue installation of SQL Server 2005 Express software with SP3. SQL Server 2005 Express SP3 software is now installed on the alternate drive you entered.
Installing SQL Server 2008 R2 Software on a Drive Other Than Default

To install SQL Server 2008 R2 software on a drive other than the default: 1. Insert the SQL Server 2008 R2 software media in the computer. 2. On the Start menu, click Run. 3. Click Browse. 4. Browse to the SQL Server 2008 R2 media and the version of SQL Server 2008 R2 software you would like to install. 5. Select setup.exe for the version of SQL Server 2008 R2 software that you would like to install and click Open. SETUP.EXE appears in the Run box. 6. Add a space, then type one of the following, specifying the alternate drive location and alternate instance name (if desired):
259
/ACTION=Install /FEATURES=SQL,RS,Tools /INSTANCENAME=MSSQLSERVER /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 R2 software with Reporting Services, Management Tools, an instance name called MSSQLSERVER, and under the specified <drive>.)
/ACTION=Install /FEATURES=SQL,RS,Tools /INSTANCENAME=<name> /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 R2 software with Reporting Services, Management Tools, an instance name specified by <name>, and under the specified <drive>.) 7. Click OK. 8. Go to Installing SQL Server 2008 R2 Software (!) to continue installation of SQL Server 2008 R2 software. SQL Server 2008 R2 software installs on your computer on the alternate drive you entered.
Installing SQL Server 2008 SP2 Software on a Drive Other Than Default
To install SQL Server 2008 SP2 software on a drive other than the default: 1. Insert the SQL Server 2008 SP2 software media in the computer. 2. On the Start menu, click Run. 3. Click Browse. 4. Browse to the SQL Server 2008 media and the version of SQL Server 2008 software you would like to install. 5. Select setup.exe for the version of SQL Server 2008 that you would like to install and click Open. SETUP.EXE appears in the Run box. 6. Add a space, then type one of the following, specifying the alternate drive location and alternate instance name (if desired):
/ACTION=Install /FEATURES=SQL,RS,Tools /INSTANCENAME=MSSQLSERVER /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 software with Reporting Services, Management Tools, an instance name called MSSQLSERVER, and under the specified <drive>.)
/ACTION=Install /FEATURES=SQL,RS,Tools /INSTANCENAME=<name> /NPENABLED=1 /TCPENABLED=1 /SECURITYMODE=SQL /SAPWD=XMG3-Rel.1 /INSTANCEDIR="<drive>:\Program Files\Microsoft SQL Server\\"
(Installs SQL Server 2008 software with Reporting Services, Management Tools, an instance name specified by <name>, and under the specified <drive>.) 7. Click OK.
260
8. Go to Installing SQL Server 2008 32-Bit Software (!) to continue installation of SQL Server 2008 software. SQL Server 2008 software installs on your computer on the alternate drive you entered. 9. Apply SP2 of SQL Server 2008 software to the drive where you installed SQL Server 2008 software. To perform this task, use the Run command and type the filename of the service pack followed by the same parameters you specified in Step 6.
Installing SQL Server 2005 SP3 Software on a Drive Other Than Default
To install SQL Server 2005 SP3 software on a drive other than the default: 1. Insert the SQL Server 2005 software media in the computer. 2. On the Start menu, click Run. 3. Click Browse. 4. Browse to the SQL Server 2005 media and the version of SQL Server 2005 software you would like to install. 5. Select setup.exe for the version of SQL Server 2005 that you would like to install and click Open. SETUP.EXE appears in the Run box. 6. Add a space, then type one of the following, specifying the alternate drive location and alternate instance name (if desired):
SAPWD=XMG3-Rel.1 DISABLENETWORKPROTOCOLS=0 SECURITYMODE=SQL INSTALLSQLDIR=<drive>:\Program Files\Microsoft SQL Server\
(Installs SQL Server 2005 software with the default instance name, MSSQLSERVER, under the specified <drive>.)
SAPWD=XMG3-Rel.1 INSTANCENAME=<name> DISABLENETWORKPROTOCOLS=0 SECURITYMODE=SQL INSTALLSQLDIR=<drive>:\Program Files\Microsoft SQL Server\
(Installs SQL Server 2005 software with an instance name specified by <name> and under the specified <drive>.) 7. Click OK. 8. Go to Installing SQL Server 2005 Software to continue installation of SQL Server 2005 software. SQL Server 2005 software installs on your computer on the alternate drive you entered. 9. Apply SP3 of SQL Server 2005 software to the drive where you installed SQL Server 2005 software. To perform this task, use the Run command and type the filename of the service pack followed by the parameters specified in Step 6.
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Ready Access Portal Software

Ready Access Portal Software Installation Instructions

Support for Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Metasys System Administrator Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Windows XP Professional OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Ready Access Portal Software Installation Instructions

Windows Server 2008 R2 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Windows Server 2008 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Windows Server 2003 R2 OS (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Ready Access Portal Software Installation Instructions

Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (!). . . . . . . . . . . . . . . . . . . . . . 87

SQL Server 2008 Express R2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

SQL Server 2008 Express SP2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Ready Access Portal Software Installation Instructions

SQL Server 2005 Express SP3 Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

SQL Server 2008 R2 Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

SQL Server 2008 SP1 (64-bit) Software (!). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

SQL Server 2008 SP2 (32-Bit) Software (!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

SQL Server 2005 SP3 Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Ready Access Portal Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Ready Access Portal Software Installation Instructions

Ready Access Portal Software Installation Instructions

Ready Access Portal Software

LIT or Part Number

ADS-Lite Installation and Upgrade Instructions Wizard3 NAE Commissioning Guide

Ready Access Portal Overview

Ready Access Portal Software Installation Instructions

Ready Access Portal Software Requirements

Required Software (In Order of Installation Sequence)

Section Name and Page Number

Windows 7 OS (!) on page 31

Windows Server 2008 R2 OS

Ready Access Portal Software Installation Instructions

Table 2: Ready Access Portal Computer Platforms

Required Software (In Order of Installation Sequence)

Section Name and Page Number

Windows Server 2003 R2 OS

Ready Access Portal Software Installation Instructions

System Using the Ready Access Portal

Ready Access Portal Software Installation Instructions

Can Be: ADS, ADX

Computer Running Ready Access Portal Software

Figure 1: Overview: Ready Access Portal Software on a Stand-Alone Computer

Ready Access Portal Software Installation Instructions

ADS/ADX Site Director Running Ready Access Portal Software

Figure 2: Overview: Ready Access Portal Software on an ADS/ADX Site Director

Ready Access Portal Software Installation Instructions

System Component Requirements

Ready Access Portal Software Installation Instructions

Ready Access Portal Software Installation Instructions

Computer Browsing to the UI

Handheld Device Browsing to the UI

Ready Access Portal Software Installation Instructions

Platform Recommendations and the Number of Users

Maximum Number of Ready Access Portal UI Users at One Time

Maximum Number of Ready Access Portal UI Users at One Time

Includes MS-ADX10U-0 and MS-ADX10SQL-0.

Ready Access Portal Software Installation Instructions

Includes MS-ADXSWO-0 and MS-ADXSWOSQL-0.

Ready Access Portal Considerations

Ready Access Portal Software Installation Instructions

Site Director Communication

Ready Access Portal Software Installation Instructions

Secure Sockets Layer (SSL)

Note: name represents the name of the installing user.