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EnergyCAP Enterprise Installation Instructions

This Documentation relates to 6.3 SP3.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Instructions for Upgrading to Release 6.3 from 6.2

EnergyCAP® Enterprise Release 6.3
12/14/12


These instructions are for upgrading from EnergyCAP Enterprise Release 6.2 to Enterprise Release 6.3 with a client-hosted database.

Note: If you are upgrading from an EnergyCAP release other than Release 6.2, contact Technical support for upgrade assistance. If you are not certain which Release is currently installed on your system, login to EnergyCAP and click Help > About.
The new release is 6.3.74.xxx, where 74 is the database version and xxx represents the current build number (57 or higher).

Overview

EnergyCAP Enterprise Release 6.3  installation is simple and quick.

Here is an overview of the upgrade process:

  1. Download the EnergyCAP Setup files (see the Release Notesweb page).
  2. Back up your current EnergyCAP database to a safe archive location and then execute the SQL script database upgrade per instructions.
  3. Execute the Setup file to install EnergyCAP Release 6.3 on each workstation.
  4. Use one workstation to perform Post-Installation Actions:
    • Update Reports
    • Update Custom Spreadsheet
    • Update GHG factors

Follow all of the steps indicated below for each process. Some steps may require IT assistance.

Database Upgrade Prerequisites

  1. Database Backup: Before updating your EnergyCAP database, back up the database to a secure location.
    Caution: Failure to properly back up your database before upgrading is not covered by normal technical support. If an upgrade fails and you cannot restore a current backup, there will be an hourly expense charge for any support requests for database repair associated with the upgrade.
  2. SQL Server 2005 or greater: EnergyCAP no longer supports SQL Server 2000. The database must be upgraded to at least SQL Server 2005.

Database Upgrade Procedure

  1. In your current version of EnergyCAP, close any open bill entry batches and export any bills awaiting export.
  2. Verify your current DB version # (Help > About in EnergyCAP Enterprise).
  3. Download all required installation files, including the SQL upgrade script(s) referenced on the Release Notes web page. Depending on your current DB version number (determined above), you may have to execute two scripts on your database sequentially.
    • If your database version = 64, execute the following scripts in order: . upgrade64to67.sql, then . upgrade67to69.sql
    • Otherwise, if your database version = 67, only execute the following script: . upgrade67to69.sql
    Note: If your database version is something other than 64 or 67, please contact technical support for further assistance.
  4. All users should exit EnergyCAP. Back up your current database and label it appropriately.
  5. Run the appropriate database upgrade script(s) on your database in sequence from your current DB number to the latest DB number using the SQL Server Management Studio. Script filenames indicate the relevant database version. This process will usually take from one to ten minutes, depending upon database size.

The script database update procedure is outlined in the example below:

    1. Open the SQL Server Management Studio or other SQL database tool.
    2. Connect to your database via the appropriate Server and Authentication.
      Note: The user must be a member of the “sysadmin” group to perform the upgrade. The default EnergyCAP user, “esuser”, does not have this level of permission and will not be able to successfully upgrade the DB.
    3. Select the EnegyCAP database and run required scripts. Procedures may vary slightly depending on your database administration tool.
      Note: A number of SQL messages during the upgrade process are normal and anticipated. EnergyCAP strongly recommends retaining a copy of any SQL messages received in case diagnostics or technical support become necessary.If the message says, “Query executed successfully,” then the database upgrade was successful. If the message says the query was completed with errors, you must restore your backup copy of the database and contact Technical Support for further assistance.

EnergyCAP Enterprise Installation Procedure


After upgrading your database, install the new EnergyCAP software application on user workstations using the Setup file provided:

  1. If you have not already done so, download all required installation files and installation instructions per the instructions in Release Notes.
  2. Double-click the Setup file to run the installation.
  3. Follow the installation wizard prompts to complete the installation.
    1. You can install Release 6.3 in the same program folder as your previous 6.2 release (recommended).
    2. Accept setup default options. The database engine option should remain unchecked.
    3. Click Finish… You will receive a prompt to reboot your system when done. Click OK to restart the computer.
  4. After your PC has finished rebooting, launch EnergyCAP.
  5. Login via your usual procedure. The new EnergyCAP release should load normally.
  6. Click Help > About to verify that you are using the most current release. The version number of EnergyCAP 6.3 is 6.3.dd.xxx, where dd is the database version number and xxx is the number of the current build.

This concludes the EnergyCAP installation procedure.

Post-Installation Actions


These Post-Installation Actions perform various database maintenance tasks and must be completed once from one workstation by a user with “admin” user rights in EnergyCAP. There is no need to perform these tasks from each workstation.

  1. Report Updates: Reports are updated by downloading the latest EnergyCAP report files (Crystal Reports .RPT files) from the EnergyCAP website and installing them into the user report folder(s). Update EnergyCAP reports per the procedures below:
    Note: The report update process will vary from organization to organization depending on how reports are managed internally. The procedure below will update all reports for all users who share report files on a common network drive. Individual users who wish to maintain private reports on their local hard drive will need to update their workstation using a similar procedure. The individual user’s report path can be specified from the Report Manager (Tools > Options - This Manager).
    1. Determine the final location(s) for the downloaded report files. To view the global report default location settings in EnergyCAP, click Tools > Options - Global. The Options window will open. Then click the Reports tab to display the current Reports path.
    2. To download and install the reports in EnergyCAP, navigate to the Report Manager (Reporting > Reports).
      Note: If the Reports icon is not among the available options under the Reporting menu bar, you may be connected to the database via an internet connection. You must connect to the database via a LAN connection in order to update reports.
    3. Click Update Reports shortcut button from the Report Manager. The Pick Reports to Install window will open.
      Note: You may have to resize the Pick Reports… window to view all window options.
    4. Select the Update from Web radio button; then click the Get Reports button.
    5. Wait for file download—it may take a few minutes. When ready, the Pick Reports to Install window will be populated with report names.
    6. Ensure that checkbox settings for Options match those on the image above (check the Update all users… checkbox and the Include only new & revised files checkbox).
      Note: If you fail to check the Update all users…checkbox during the initial report update, it will be necessary to update reports for each EnergyCAP user individually. Reports are listed in order by Modified date, latest at the top. The report list will automatically default to include only reports that are new or have been revised since the last report update.
    7. Click OK to begin the report installation process. New and updated report RPT files will be installed into the directory specified in the Reports Path and the reports will be registered in the database for designated user(s). Report stored procedures will be updated in the database.
      Note: This process may take a long time if you have many users to update.
    8. When the report update is complete, click Close to close the Logwindow.
      Reminder: If all users are accessing the same common Reports Path on a shared network folder, no further action is required (assuming that reports were installed with the Update all users checkbox option). However, if any users access reports from a Reports folder on their local hard drive, the reports installation must be repeated on these individual user workstations, leaving the Update all users… checkbox unchecked.
      Note: Reports are updated monthly. To keep up to date on what reports have been modified from month to month, please see the online list at www.EnergyCAP.com/reportupdates.
  2. Custom Spreadsheet Updates: Spreadsheets are updated by importing the latest .xml spreadsheet template file into EnergyCAP. The new .xml file was placed in the EnergyCAP program directory during the installation process. To import the Custom Spreadsheets into EnergyCAP:
    1. Navigate to the Spreadsheet Manager (click Analysis > Custom Spreadsheets). The Spreadsheet Manager will be displayed.
    2. Right-click on any spreadsheet node in the Custom Spreadsheets tree.
    3. Choose Import from XML. Or click Import from the File menu. The Open window will appear.
    4. Browse to the program directory and select the .xml file you wish to import. The file associated with this release is ECAP_CustomSpreadsheets_v6_2_DBXX.xml.
    5. After selecting the desired file, click the Open button.
    6. Repeat steps d. and e. for the second XML file named ECAP_EnergyStar.xml
      Note: The import process will import the spreadsheet design, including filters and output columns, to the new database. The list of available spreadsheet templates will be updated with the options.
  3. Update GHG factors: EnergyCAP has provided an updated file containing updated GHG factors used in calculating emissions throughout the application.
    1. Download the GHG file to your computer from the release notes page.
    2. From the Facility Manager top menu, click Greenhouse Gases and select the Import GHG Factors option from the drop-down menu.
    3. From the Open window, select the GHG emission factor file.
    4. Click Open. The factor selected will be imported.

Congratulations! You have completed the installation. Please read the Release Notes web page to familiarize yourself with the changes.

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