ClearSCADA 2017 R2 Upgrade Strategy

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Upgrading ClearSCADA

To maintain ClearSCADA's position as a leading SCADA solution, we operate a policy of continuous development. This means that, periodically, we release ClearSCADA upgrades and service packs that:

• Add new features

• Improve existing features

• Allow ClearSCADA to interact with a wider range of devices.

If you have been provided with a ClearSCADA update, you will need to install it on your ClearSCADA server(s) and clients:

• Make a backup, obtain the new version of software and check the Release Notes.

• Refer to the section that describes your server architecture:

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Preparing to Upgrade ClearSCADA

Before you upgrade your ClearSCADA system, you will need to obtain the required update files. These include updates for any extensions that you may be using with your ClearSCADA system.

• Make a backup of your database. (This is a precautionary measure ---you will only need to use your backup if a problem occurs). For information on making a backup, see 'Back Up the Database' in the ClearSCADA Guide to Server Administration.

• Get updates for any Third Party extensions that you have on your ClearSCADA system. An extension is a collection of installable features, for example, extensions are often collections of related drivers.

You can use the Server Status Tool to find out which extensions (if any) you have installed on a ClearSCADA server. The installed extensions are listed in the General>Extensions section. You can also see information about the Version and the Publisher of each extension (see 'Extensions' in the 'General System Status Information' section of the ClearSCADA Guide to the Server Status Tool).
For information about the extensions that are installed on a ViewX client, select the File menu followed by the Help option, and then the About option. This displays the About window. Select the Extensions tab to view a list of the extensions that are installed on the client.
If you right-click on an extension, you may be able to access an Update Information option. This option is only available if it has been provided by the Publisher, and may provide details and download information about any available updates.
If the Update Information option is unavailable, you should contact the Publisher. You can access the publisher's contact details by right-clicking on the extension and then selecting Support from the context-sensitive menu.
The Publisher may provide you with updates for the extension only. Alternatively, the extension may repackage ClearSCADA, in which case both ClearSCADA and the extension are upgraded together.

• Get updates for any Third Party DDK drivers (and SDK drivers) that you use on your ClearSCADA system.

You can use the Server Status Tool to find out which DDK or SDK drivers (if any) you have installed on a ClearSCADA server. In the General>Modules section, look at the Publisher details. Those modules that are not published by Schneider Electric are Third Party drivers which may be from an extension, DDK driver or SDK driver (see 'Modules' in the 'General System Status Information' section of the ClearSCADA Guide to the Server Status Tool).
If you right-click on a Third Party module, you will be able to access a Support option. You may also be able to access an Update Information option (this option is only available if it has been provided by the Publisher). These two options may provide information that indicates whether the driver is a DDK or SDK driver. If not, they will provide contact details which you can use to get assistance.

• Get updates for any Third Party applications that you use with ClearSCADA (where required).

There may be significant differences between your current and new versions of ClearSCADA. For example, the new version may include changes to the database schema. These differences can affect any Third Party applications that you use with ClearSCADA. So you may need to update your Third Party applications to be compatible with the new version of ClearSCADA.

• Read the ClearSCADA release notes. These may contain important information relating to upgrading specific version of ClearSCADA you are currently running.

You can also find useful upgrading information on the ClearSCADA installation disk. When you insert the disk and the ClearSCADA display is shown, select the More Information option, and then select the Upgrading your existing ClearSCADA installation option from the list provided. This displays a web page containing upgrading details and a link to the Upgrading Strategy information in the Resource Center.

• If your system uses WebX clients, you need to consider how the latest ActiveX control will be installed.

• If Internet Explorer is configured to allow ActiveX controls to be downloaded, the WebX client will get the latest ActiveX control from the ClearSCADA server. This takes place automatically the first time a WebX client connects to an upgraded ClearSCADA server. However, if Internet Explorer is prohibited from being able to download ActiveX controls, you will need to use the ClearSCADA DVD to upgrade each WebX client.

You need to be aware that a WebX client is unable to connect to the system until you have installed the latest ActiveX control.

When you have made the recommended preparation, you can proceed to install your ClearSCADA upgrade. Please refer to the section that describes your system architecture:

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Or:

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Upgrade a Lone ClearSCADA Server

When you have the appropriate update files for ClearSCADA and any extensions, DDK drivers, and Third Party applications, you can upgrade your ClearSCADA system.

ATTENTION: Read the ClearSCADA release notes for your version of ClearSCADA before starting the update process. The release notes may contain important details about installing updates for your specific version of ClearSCADA.

In this section, we explain how to upgrade your ClearSCADA servers using separate installers for:

• ClearSCADA

• Extensions

• DDK drivers

• Third Party applications (that target ClearSCADA).

To upgrade your lone ClearSCADA server:

• First, undertake the appropriate preparation.

With correct preparation, you will:

• Find out about any version-specific details relating to your current version and the new version of ClearSCADA.

• Make a backup which can be used to restore your system should an unexpected issue occur.

• Obtain the required upgrade files so that the upgrade can be completed as efficiently as possible.

• Shutdown ClearSCADA on your ClearSCADA Server. (The installation process requires the ClearSCADA server to be shutdown).

For information on shutting down a server, see 'Start and Stop the System Server' in the ClearSCADA Guide to Server Administration.

• Install the ClearSCADA update on the ClearSCADA server. To do this, run the Setup.exe file which is part of the ClearSCADA update. When you run Setup.exe, the installer will run and install the correct files for the server's operating system (64 bit or 32 bit).

• Install updates for any extensions. (Skip to step 5 if your system does not use extensions).

To install an extension, run the installer application supplied with the extension upgrade.
If you do not update all of the extensions, ClearSCADA may not run correctly.

• Install updates for any DDK drivers. (Skip to step 6 if your system does not use DDK drivers).

The ClearSCADA update includes the latest version of drivers created by Schneider Electric. However, if your system has DDK drivers created by a Third Party organization, you will need to install the appropriate updates. This is because DDK drivers are associated with a specific version of ClearSCADA---when you upgrade ClearSCADA, the DDK drivers need to match the new ClearSCADA version.
If you do not update all of the DDK drivers, ClearSCADA may not run correctly.

• Install updates for any Third Party applications that are associated with a specific version of ClearSCADA. (Skip to step 7 if your system does not use any Third Party applications with ClearSCADA).

For information on any Third Party applications that you use with ClearSCADA, please contact the publisher of the application.

• Restart the ClearSCADA server.

For information on restarting a server, see 'Start and Stop the System Server' in the ClearSCADA Guide to Server Administration.

• If your ClearSCADA server is connected to clients that run an older version of ClearSCADA, you should enable server emulation. This will allow the clients to continue to function as expected while they are awaiting upgrade. Any new features in the ClearSCADA upgrade will be unavailable on the clients until the clients have been upgraded.

For information on enabling server emulation, see 'Server Emulation' in the ClearSCADA Guide to Server Administration.

• Upgrade your ClearSCADA license.

• Upgrade your ClearSCADA clients:

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• If you previously enabled Server Emulation, log on to the Server Configuration Tool and clear the Present a different server version to clients check box (*System Configuration>Emulate Server Version*). This disables the server emulation feature.

You have now upgraded your ClearSCADA server and clients.

Upgrade a Multi-Server ClearSCADA System

The below instructions apply to a ClearSCADA system with clients, and those without. If you have a multi-server ClearSCADA system that has clients, we recommend that you use server emulation during the upgrading process. Server emulation allows clients that are running older versions of ClearSCADA to connect to a server that has been upgraded. By using server emulation, you can minimize the amount of time clients are unable to access the system during upgrading.

ViewX/WebX Clients:
If you are running a multi-server ClearSCADA system without connected clients, you can omit steps 8, 14 and 15 from the list below.

ATTENTION: Read the ClearSCADA release notes for your version of ClearSCADA before starting the update process. The release notes may contain important details about installing updates for your specific version of ClearSCADA.

To upgrade a multi-server ClearSCADA system:

• First, undertake the appropriate preparation (see ).

With correct preparation, you will:

• Find out about any version-specific details relating to your current version and the new version of ClearSCADA.

• Make a backup which can be used to restore your system should an error occur

• Obtain the required upgrade files so that the upgrade can be completed as efficiently as possible.

• Shutdown ClearSCADA on your Standby Server.

You need to shutdown the Standby server first because:

• The installation process requires the ClearSCADA server to be shutdown.

• Upgrading the Standby servers before the Main server reduces the number of Changeovers required. As a result, the upgrade process is more efficient. This is especially important with some simple drivers, as there can be a loss of data during the Main-Standby Changeover. By reducing the number of Changeovers, you minimize the amount of potential data loss.

When you upgrade a multi-server architecture, you will need to stop the Main server so that you can install the upgrade. When you stop the Main server, a Changeover occurs automatically, and one of the Standby servers switches to become Main.
During the Changeover, the drivers on the new Main server will start-up and begin scanning their devices. On larger systems, it can take a certain amount of time for the drivers to start. This can result in there being a delay before ClearSCADA can resume scanning the devices again.
By upgrading all of the Standby servers before the Main server, you can apply the upgrades with just one Changeover taking place. This minimizes the amount of time that the drivers are unable to scan their associated devices.
If you upgraded a Main server before the Standby servers, multiple Changeovers may be required. This is because you would have to shutdown more than one Main servers (when you shutdown the first Main server, one of the Standby servers will switch to Main).
For information on shutting down a server, see 'Start and Stop the System Server' in the ClearSCADA Guide to Server Administration.

• Install the ClearSCADA upgrade on the Standby server. To do this, run the Setup.exe file which is part of the ClearSCADA update. When you run Setup.exe, the installer will run and install the correct files for the server's operating system (64 bit or 32 bit).

• On the Standby server, install updates for any extensions. (Skip to step 5 if your system does not use extensions).

To install an extension, run the installer application supplied with the extension upgrade.
If you do not update all of the extensions, ClearSCADA may not run correctly.

• On the Standby server, install updates for any DDK drivers. (Skip to step 6 if your system does not use any DDK drivers).

The ClearSCADA update includes the latest version of drivers created by Schneider Electric. However, if your system has DDK drivers created by a Third Party organization, you will need to install the appropriate updates. This is because DDK drivers are associated with a specific version of ClearSCADA---when you upgrade ClearSCADA, the DDK drivers need to match the new ClearSCADA version.
If you do not update all of the DDK drivers, ClearSCADA may not run correctly.

• On the Standby server, install updates for any Third Party applications that are associated with a specific version of ClearSCADA. (Skip to step 7 if your system does not use any Third Party applications with ClearSCADA).

For information on any Third Party applications that you use with ClearSCADA, please contact the publisher of the application.

• Upgrade the license on the Standby server.

• Configure the Standby server to emulate the older version of ClearSCADA that is being used by the clients:

• Run the Server Configuration Tool and log on.

• Browse to System Configuration>Emulate Server Version

• Select the Present a Different Server Version to Clients check box.

• Use the Version combo-box to choose the version of ClearSCADA that the client PCs run (the older version of ClearSCADA).

• In the tree-structure, right-click on the icon for the server, and then select the Apply Changes option from the context sensitive menu.

This allows the clients to connect to the Standby server, even though they are running an older version of ClearSCADA.

• Restart ClearSCADA on the Standby server (for information on restarting a server, see 'Start and Stop the System Server' in the ClearSCADA Guide to Server Administration). Wait for the server to fully synchronize with the Main server and go into the Standby state.

• Repeat steps 2-9 inclusive for each of the other servers in the architecture. You should start with any other Standby servers.

• After completing the upgrades of all of the Standby servers, you should shutdown the Main server. This will cause a Changeover and one of the Standby servers will become the new Main server. As all of the Standby servers have been upgraded, they are able to synchronize with the new Main server (they all run the same version of ClearSCADA).

The server that was formerly the Main server has now stopped.

• On the server that was formerly the Main server, install the ClearSCADA update, and update the extensions, DDK drivers, and Third Party applications as required. (Use the same techniques as when you upgraded the Standby servers).

• Restart the server that was formerly the Main server. It now runs as a Standby server and it synchronizes with the new Main server.

• When each of the servers have been upgraded, you can upgrade each client in turn:

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• When the clients have all been upgraded, you need to disable the server emulation feature on the servers. To do this, repeat step 8 on each server, only this time clear the Present a Different Server Version to Clients check box. When you have applied this change to each of the servers, the clients and servers will all use the same version of ClearSCADA.

Upgrade Your ViewX Clients

To upgrade your ClearSCADA client:

• First, undertake the appropriate preparation (see ).

With correct preparation, you will:

• Find out about any version-specific details relating to your current version and the new version of ClearSCADA.

#** Specifically, check whether there are any changes to the startup XML file for ViewX, which is often used for multi-head setup.

• Obtain the required upgrade files so that the upgrade can be completed as efficiently as possible.

• On the ClearSCADA client, close all ClearSCADA applications (ViewX, Client Configuration Tool, and so on.)

• Close any other applications that are accessing ClearSCADA.

• Install the ClearSCADA upgrade. To do this, run the Setup.exe file which is part of the ClearSCADA update. When you run Setup.exe, the installer will run and install the correct files for the client's operating system (64 bit or 32 bit).

• Install updates for all extensions. (Skip to step 6 if the client does not use extensions).

To install an extension, run the installer application supplied with the extension upgrade.
If you do not update the extensions, ClearSCADA may not run correctly.

• Install updates for any Third Party applications that are associated with a specific version of ClearSCADA. (Skip to step 7 if you do not use Third Party applications with ClearSCADA).

For information on any Third Party applications that you use with ClearSCADA, please contact the publisher of the application.

• Restart your ClearSCADA applications.

• Restart any Third Party applications that use ClearSCADA.

• Repeat for each ClearSCADA client on your ClearSCADA system.

Upgrade Your WebX Clients

If you use WebX clients, you will need to upgrade them after you have upgraded your ClearSCADA server. During the ClearSCADA upgrade process, a new WebX ActiveX control is installed on the server. For WebX clients to be able to connect to the server, they must also have the new ActiveX control installed.

If your WebX clients are able to download an ActiveX control, the upgrade will take place automatically when they connect to the ClearSCADA server. Each WebX client will download the required ActiveX control from the ClearSCADA server and install it. For this to happen, Microsoft Internet Explorer must be configured to have the Download Signed ActiveX Controls feature enabled.

If your company security policy prohibits the downloading of ActiveX controls, the WebX clients will be unable to download the required ActiveX control from the server. You will need to upgrade the WebX clients by using a ClearSCADA software DVD (follow the instructions on each 'page' of the installer).

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