Installing

New system installation

Power Monitoring Expert 9.0

Power Solutions Global Training
2018-11
Chapter Objectives
By the completion of this chapter, you will be able to:

• Consider information and reminders

before starting the installation.
• Carry out the installation process in
the correct order.
• Implement procedures for you to
complete after the installation.
• Find the tools and references
relating to installing PME
successfully.

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Agenda
• Before installing the software
• Installation process
• After installing the software
• Tools and References

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Before Installing the software
Information and reminders for you to consider before starting the installation

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Before installing the software

Review the prerequisites

• Review the Planning chapter in the System guide and confirm that
your system meets all the relevant prerequisites.
• Also review the PME 9.0 Install notes, which provide information
regarding installation that is specific to the latest version of the
software.

Name Verification
To make the configuration time faster and more efficient complete a Name Verification worksheet and
document:
• Proposed Power Monitoring Expert server name(s)
• Power Monitoring Expert users, user groups and required access levels
• Device names, addresses and meta data of all power metering and other devices

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Administrator account

• Log on to your Windows system using the built-in local

Administrator account for installing PME.
• If that is not possible, use an account that is a member of the
Administrators group.
• Permissions for the Administrators group can be restricted by system policies
which might affect the PME installation.
• The built-in Administrator account does not have such limitations.

Starting with Microsoft Windows 10 and Windows Server 2016, the

Administrator account should not be used for software installation.
For these operating systems use an account that is a member of the
Administrators group.

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SQL Integrated Authentication
To use SQL Integrated Authentication with a Standalone Architecture

On the application server:

• Add the Windows account for the user who is
installing the software to the local Administrator group.
• Add the Windows account that is used by PME to
access the databases to the local Administrator group.
• Set the 'Logon As A Service' privilege for the database
access account.

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SQL Integrated Authentication
To use SQL Integrated Authentication with a Distributed Database architecture.

1. On the Windows Domain, in the 2. On the PME application server: 3. On the database server:
Active Directory: A. Add the account for the install user A. Add the account for the install user
A. Add an account for the user who is to the local Administrator group. to the local Administrator group.
installing PME. B. Add the database access account B. Add the account for the install user
B. Add an account that PME will use to for PME to the local Administrator to the SQL database logins with a
access the databases. group. sysadmin Server Role.
C. Set the 'Logon As A Service'
privileges for the database access
account.

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Before installing the software

Update the operating system

• Run the Windows Update service to install
the latest security patches and hotfixes from
Microsoft.

Install the .NET Framework

• The .NET Framework 3.5 (or 3.5 SP1) is
required before you can install PME.
• Most of the supported operating systems will
have this framework version installed by
default.

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Installation process

The installation is a two step process that must be performed in the following order:
1. Installing the SQL Server.
2. Installing the PME software.

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Installing the SQL Server
There are several options for the installation of the SQL Server.

Choose one of these options and complete the installation of SQL

Server before you can install PME.
Option 1 - Install a new, full SQL Server version. Option 3 is only supported for
Option 2 - Reuse an existing SQL Server version instance. Standalone architectures.
• This can be a full SQL Server version or a SQL Server Express Distributed Database
version. architectures require the full
Option 3 - Use the SQL Server Express version included in PME version of SQL Server.
• The SQL Server Express is installed by the PME installer as part
of the software installation process.

• For detailed instructions on the installation of a new version, or configuring an existing

SQL server, see the PME System Guide.

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 Microsoft SQL Server
Express vs. Standard / Enterprise

Microsoft SQL Server Express is free and is suitable for most

users (systems with <100 devices).

Some limitations in its capabilities:

• Maximum size of 10 GB per database (.mdf)
• No SQL Server Agent service
• Limited to lesser of 1 socket or 4 cores
• Limited to use a maximum of 1 GB of the total system RAM

• For further information about Features Supported by the Editions of SQL Server, see
msdn.microsoft.com/en-us/library/cc645993
SQL Server Memory Usage

• SQL Server will use as much memory (RAM) as possible, and will take it away from software applications and
even the operating system.
• The maximum SQL Server memory usage should be configured to avoid this.
• In addition to setting the maximum memory option, consult with your site administrator to determine whether or
not to enable the Lock pages in memory permission setting in Windows for the SQL service account on all
SQL Server instances.

Standalone Installations Distributed Installations

Set the SQL Server maximum memory usage to Set the SQL Server maximum memory usage to
no more than half the physical memory on the the total system physical memory, minus at
server. least 2GB for the Windows operating system.

• To set the maximum memory setting for your SQL Server see the PME System Guide > Setting SQL Server memory options
Installing the PME software
Pages in the Installer associated with a Standalone Architecture setup type

1. Install Microsoft .NET 8. User Information 16. Database Files Destination

Framework (if prompted).
9. Web Application 17. Check System
2. Application Language
10. Diagnostic and Usage 18. Ready to Configure
3. Welcome
11. File Destination 19. Copy Files
4. License Agreement
12. Supervisor Account 20. Configure System
5. Setup Type
13. Windows Account 21. Complete
6. System Key
14. Database Accounts
7. Export System Key
15. Database Software

• See the System Guide > Installation and Upgrade references for a table that lists the pages in the Installer associated with each
setup type.

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System Key
Generate and Export a system key for the initial installation

• Generate a System Key for • The system key is required

a new installation of the if you install an Engineering
software, or a re-installation Client, or if you need to
of the software if the system uninstall and then reinstall
key was not previously Power Monitoring Expert.
exported.
• A system key encrypts user
• It is mandatory that you and system credentials.
export the system key.
• Store your system key in a
• You can export the system secure location.
key at any time after the
installation.

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Supervisor Account
Enter and confirm a password for the supervisor account for the software.

The supervisor account has the highest level of access to the

system.
Use this account to configure the system.

• The strength of the password is evaluated as you type, and the

evaluation is included on the page.
• The password strength evaluation ranges from very weak to very
strong.
• Cybersecurity policies that govern passwords vary from site to site.
• Work with the facility IT System Administrator to ensure that
password management adheres to the site-specific cyber security
policies.

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Windows Accounts
PME uses two Windows accounts for its operation, IONMaintenance and IONUser.

• By default, the password for these accounts is

generated automatically by the installer.
• The same password is used for both accounts.
• The IONMaintenance account is used to run
PME database jobs in Windows Task Scheduler.
• The IONUser account is used for subscriptions
created in the Reports application when the
generated report is created using the file share
option.
• Use the default password for the Windows
accounts or change the password.
• You can change the Windows Accounts password at any
time after the installation.

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Database Accounts
Select Mixed Mode Authentication or SQL Integrated Authentication

Mixed Mode Authentication

• Use the default password for the database accounts, or change the password.
• PME uses three SQL accounts for its database access, ION, ionedsd and AMUser.
• These accounts are created by the installer. By default, the password for these accounts is generated automatically by the
installer.
• The same password is used for all three accounts.

SQL Integrated Authentication

• PME uses one Windows account for its database access.
• You must choose an existing account, or create a new one with the correct access permissions.
• We recommend you create a new, dedicated Windows account for this.
• The Windows account for SQL Integrated Authentication must be created outside of the PME installer. You cannot create this
account through the installer.

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Check System
Verifies that the mandatory prerequisites have been met before proceeding.

If a problem occurs during the

system check, the item is
identified and clicking on it
displays additional information
about the situation.

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Configure System
Indicates each of the configuration actions taking place during the installation

• If a configuration step is not successful, an X

appears in a column to the left of the item.
• You can click the link on the message text on the
right of the item to display instructions for
resolving the error.
• If you correct the problem, click Try Again to
continue with the installation.
• Otherwise, cancel the install process until you
can resolve the problem.

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After installing the software
Procedures for you to complete after the installation

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Procedures after you install the PME software
Standalone Architecture
Indicates each of the configuration actions taking place during the installation
1. Restart the system 9. SQL Integrated Authentication – manually add the
Windows account that are used by Engineering Client
2. (Optional) Complete product registration users to the SQL database server.

3. Activate software licenses 10. Check Windows services

4. Keep the PME System Key secure 11. (Optional) Create Windows user groups
5. Do not use a Web Client on the server computer 12. Review Windows Task Scheduler
6. Change the Share permissions on the product 13. Verify that IIS is working
directory
14. Set up Web Clients
7. Revert write permissions for the SQL Server
service 15. Configure SQL Express for Engineering Client
access
8. Install a security certificate for TLS 1.2

• See the PME System Guide for more information

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Exercise

1. Export the Power Monitoring Expert System Key

Duration: 10 mins
Page: 212 System Guide
1. Restart the Installer
2. Export System Key
3. Keep the exported system key in a safe location, protected from
unauthorized access.
Exercise

1. Check services
Duration: 5 mins
Page: 165 – PME System Guide

Resource: PME Windows services – Page 1300 of the PME System Guide
Tools and References

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PME Installer system maintenance task
Use the installer for the following maintenance tasks:

Reconfigure - rerun the configuration part of the PME install

process.
Reset Accounts - change the default passwords for the
supervisor account, the Windows accounts, and the database
accounts.
Export System Key – export the system key again in case the
originally exported key has been lost.
Import System Key - import a system key during a side-by-
side upgrade or migration of the PME server.
Uninstall - removes those system files and components that
would prevent a re-installation of the software. Use Uninstall to
repair or troubleshoot a damaged system.

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Installation references
See the System Guide > Installation and Upgrade references for additional information and
links.

Setting SQL Server memory options

Setup Types and applicable Installer pages

Network communication test

Enabling TCP/IP protocol in SQL Server Express

Installing and binding security certificates

Disabling TLS 1.2

PME 9.0 Install notes

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Key Points to Remember

• The installation order of Power Monitoring Expert servers must

be followed.

• SQL Server (Standard, Enterprise or Express editions) must be

installed before Power Monitoring Expert.

• A post installation checklist includes:

– Restart the system
– Verify that IIS is working
– Product registration and activate software licenses
– Ensure Windows services are running
– Configure Microsoft Windows users and groups
– Install service packs
– Security considerations

• Configure user accounts after installation to improve security.

 Questions?

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