Powerlogic Ion Enterprise 5.6: Power Management Software

70002-0284-02
08/2008
PowerLogic™ ION Enterprise™ 5.6

Power Management Software
Commissioning Guide
Notices
This section describes the symbols used in this guide.
Danger
This alerts you to things that may cause serious injury to a person. Only qualified,
properly trained personnel should perform these procedures.
Caution
This alerts you to things that may cause loss of data, damage to your computer
or your devices.
Note
A note provides you with additional information that you might want to consider.
Documentation Conventions
This section describes the terms used to describe common methods or procedures used
throughout this guide.
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Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Types of Installation . . . . . . . . . . . . . . . . . . . . . . . . . 7
Step 1: Determine Your Network Needs . . . . . . . . . 9
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . 9
Database Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 9
Secondary Server Requirements . . . . . . . . . . . . . . . . . . . 9
Software Requirements . . . . . . . . . . . . . . . . . . . . . . 10
Primary Server Software Requirements . . . . . . . . . . . . . . 10
ION Enterprise Client Software Requirements . . . . . . . . . 10
Installing ION Enterprise on Windows Vista . . . . . . . 10
Installing ION Enterprise on a Virtual Machine . . . . . 11
ION Enterprise Client Licensing . . . . . . . . . . . . . . . . 11
Client Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
ION™ Administrator Server Permissions . . . . . . . . . 12
Step 2: Review the Installation Process . . . . . . . . . . 13
Step 3: Set Up SQL Server 2005 . . . . . . . . . . . . . . 15
Additional Setup/Prerequisites . . . . . . . . . . . . . . . . . . . 15
Step 4: Prepare the Primary Server . . . . . . . . . . . . 16
Server Configuration Guidelines . . . . . . . . . . . . . . . 17
Microsoft Procedures . . . . . . . . . . . . . . . . . . . . . . . 17
Step 5: Install or Upgrade ION Enterprise . . . . . . . 18
Upgrading ION Enterprise Software . . . . . . . . . . . . 18
Run the ION Enterprise Installer . . . . . . . . . . . . . . . . 19
Create Local Primary Server Groups . . . . . . . . . . . . . . . 20
Review the ION Enterprise Database Manager . . . . . . . . 20
Enabling WebReach After Primary Install . . . . . . . . . . . . 20
Step 6: Review Security Highlights . . . . . . . . . . . . . 22
Firewall Configuration . . . . . . . . . . . . . . . . . . . . . . 22
Step 7: Install ION Enterprise Clients . . . . . . . . . . . 23
Step 8: Install Service Pack(s) . . . . . . . . . . . . . . . . 24
PowerLogic ION Enterprise Commissioning Guide
Introduction
This guide contains information to help you plan, design and build your
PowerLogic™ ION Enterprise™ system, incorporating best practices and
factory-recommended procedures to reduce the need for ongoing support
and improve the reliability of your installation.
A typical ION Enterprise system consists of a computer or network of

computers running ION Enterprise software, and one or more networks of
devices (such as basic energy meters, multi-function monitoring/analysis/
control devices, and/or intelligent relays). ION Enterprise software is
supported on the Microsoft® Windows Server® 2003 operating system.
NOTE
This ION Enterprise Commissioning Guide is for users who want to prepare
and configure their own ION Enterprise server. Fully commissioned
ION Enterprise servers are also available — please contact Schneider Electric
for details.
Types of Installation
The simplest type of ION Enterprise installation is a standalone Primary
Server, where one computer handles all the functions, data storage and
interaction with networked devices.
Primary Server
Each ION Enterprise network has one Primary Server.
It stores the system configuration and serves logged DB
data to Client computers. The Primary Server can host

the ION Enterprise databases, and typically aggregates
data from all Secondary Servers (if they exist). Terminal
Server connections are supported if your Primary Server
machine is set up with Terminal Services.
Database Server
You can set up the ION Enterprise database using an
existing SQL database in your network (e.g. on a
remote computer hosting Microsoft SQL Server®
DB
2005). For this network configuration, you must first

complete the Database Server installation before
installing the ION Enterprise Primary Server on your network.
Client
For a Client installation, specify which ION
Enterprise programs you want to install on the client DB
computer. A client computer connects to the Primary

Server to access network system data for display,
analysis and control functions, as well as reporting
and system configuration. Most or all of the
processing functions occur at the ION Enterprise Client computer, while data
management and access is controlled by the Primary Server.
© 2008 Schneider Electric. All rights reserved. 7

Secondary Servers
Secondary Server installations are not common,
DB
and are used only in exceptional circumstances.
For example, an intermediary Secondary Server
may be required when a large geographical
distance causes unreliable communications
between a Primary Server and remote site devices.
Secondary Server installations require advanced network configuration.
Contact Technical Support if you think you require a Secondary Server.
8 © 2008 Schneider Electric. All rights reserved.

Step 1: Determine Your Network Needs

ION Enterprise is fully scalable, so make allowances for future expansion
when selecting the Primary Server computer. In addition to the different types
and quantities of devices you plan to add to the ION Enterprise network,
consider also the amount of data storage required. For heavy data logging
and retrieval requirements, consider setting up a separate Database Server
computer for storing ION Enterprise data.
NOTE
64-bit operating systems such as Windows Vista® x64, Windows XP
Professional x64 or Windows Server 2003 x64 editions are not supported.
System Requirements
Minimum system requirements are available at www.global.powerlogic.com.
Navigate to the Support section, select ION Enterprise then click the System
Requirements link to view System Requirements for PowerLogic ION
Enterprise 5.6 SP2.
The server should be equipped with a CD-ROM drive and other standard
hardware, such as an Ethernet communications port.
Consider also a tape backup mechanism and UPS (uninterruptible power
supply) system for your server. Install a high-speed graphics adapter and use
a 17” or larger monitor to view the ION Enterprise screens.
Database Requirements
ION Enterprise can install SQL Server 2005 Express on the Primary Server,
and automatically set up the ION Enterprise databases on that computer.
However, SQL Server 2005 Express has database size limitations (4 GB).
For larger database requirements (over 4 GB in size), you need to set up SQL
Server 2005 Standard Edition on the Primary Server or on a separate
database server that is optimized for database disk capacity and
performance.
Secondary Server Requirements

Secondary Server hardware and software requirements vary according to
different customer application needs. Contact Technical Support for
assistance when selecting the Secondary Server computer.

Software Requirements
This section outlines the software requirement for primary server and client
installations.
Primary Server Software Requirements

Before installing ION Enterprise on the Primary Server, certain software,
Windows components and services should be installed or enabled.
Software or Windows
ION Enterprise Usage
Component Required
Excel 2003 or 2007 required for Reporter; Outlook 2003 or

Microsoft Office 2003 or 2007
2007 to email reports
Required by ION Enterprise Installer, this component is

.Net Framework version 2.0
automatically installed if it is missing.
Microsoft Windows IIS (Internet Prerequisite for WebReach component installation (to enable
Information Services) WebReach clients to view Vista screens on a web browser)
Microsoft Windows 2003 Terminal server client connections (Remote Desktop

Terminal Services connections) to the Primary Server
Microsoft Internet Explorer 6.0

WebReach displays Vista screens on this web browser
or higher
ION Enterprise Client Software Requirements

Microsoft Office 2003 or 2007 is required to run Reporter and send reports
via email.
Installing ION Enterprise on Windows Vista

NOTE
In this document, “Vista” refers to the Vista component of ION Enterprise. The
Microsoft Windows Vista operating system will be referred to as “Windows
Vista”.
Installing ION Enterprise on Windows Vista is a two-step process. You need

to install ION Enterprise 5.6 then install ION Enterprise 5.6 Service Pack 2.
You must have Service Pack 2 installed to operate ION Enterprise 5.6 on
Windows Vista.The supported editions of Windows Vista SP1 are Business,
Enterprise and Ultimate.

Considerations when Installing ION Enterprise on Microsoft Windows Vista

Currently, SQL Server 2005 Express (installed during the
ION Enterprise 5.6 installation) is the only version of SQL Server that is
supported in an installation of ION Enterprise 5.6 Service Pack 2 on
Microsoft Windows Vista.
Turn off Sleep Mode in Microsoft Windows Vista; otherwise ION Services
may not restart when the computer comes out of Sleep Mode.
The ION DDE Server does not function on Microsoft Windows Vista
because the NetDDE service required for it to function is no longer
installed when you install Microsoft Windows Vista.
Installing ION Enterprise on a Virtual Machine

ION Enterprise is supported on VMware ESX Server 2 or 3, with the following
considerations:
Follow the virtualization best practices described by VMware.
The virtual machine, not the host machine, must meet the minimum
requirements described in System Requirements for PowerLogic ION
Enterprise 5.6 SP2, available from the System Requirements link on the
ION Enterprise Support section of www.global.powerlogic.com.
ION Enterprise requires network connectivity to communicate with client
machines, devices and SQL Server in a distributed system.
Follow the guidelines in “Server Configuration Guidelines” on page 17
for partitioning the virtual machine’s hard drive.
To set up a direct serial connection, the host machine must have a
physical serial port that can be dedicated to the virtual machine.
ION Enterprise Client Licensing

One ION Enterprise Client License is required:
For each computer that accesses the Primary Server to use the
ION Enterprise programs installed on it. This applies to each Terminal
Server or Remote Desktop Connection.
For each ION Enterprise Client computer where the ION Enterprise
programs are installed locally.
Client Types
To determine what type of client licenses you need, list your ION Enterprise
users or user groups and determine what support is needed for each.
ION Enterprise supports the following client types:
WebReach client: A thin client that allows you to view preconfigured Vista
display screens and historical data through a Microsoft Internet Explorer
browser window. No other programs are needed. ION Enterprise Client
Licenses are not required for WebReach clients.
ION Enterprise Client: A rich client that connects to the primary server to
access data, but runs ION Enterprise programs installed on the local
client computer.

Terminal Services Client or Remote Desktop Connection: These clients use

a different computer to connect to the Primary Server. After establishing a
connection, the clients can then use the ION Enterprise programs installed
on the Primary Server.
ION™ Administrator Server Permissions

The ION Enterprise system administrator (“ION administrator”) is the person
responsible for managing the ION system, and therefore requires certain
administrative permissions on the ION Enterprise server. These permissions
are typically granted and set up by your IT (Information Technology)
Department. Some of the administrative functions of the ION administrator
include:
Install/uninstall software: Software upgrades, ION Enterprise service
packs, repair/modify/reinstall software, update operating system
components.
Reboot the ION Enterprise server: A server reboot is typically required
after installing or uninstalling ION Enterprise software or service packs.
SQL Server setup and maintenance: Set up and maintain the SQL Server
instance that hosts the ION Enterprise database. Tasks include manual
backups, archives, and trims on a live ION database or archived
databases.
NOTE
If the ION Enterprise database is hosted on a multi-database server, the
database administrator can grant Administrator permissions only for specific
ION database, while restricting access to the other databases on the server.
Start/stop/modify ION Enterprise services: ION Enterprise services

(“ION <service name>”) need to be stopped or started when
commissioning the ION Enterprise server. Some tasks that affect or are
affected by ION Enterprise services include:
ION meter firmware upgrades.
Manual backup of ION databases, database creation/modification,
or password changes.
Database engine upgrades.
Modifying the Virtual Processor’s global operating parameters.
Adding to/modifying the Modbus network.
Troubleshooting (communications).
Start/stop/modify Task Scheduler Service: Start Task Scheduler before
setting up SQL Server Express.
Start/stop/modify MSSQL or SQLAgent$ION service: Control the MSSQL
Service or SQLAgent$ION Service for problem solving and
troubleshooting purposes.
Start/stop/modify other Windows services: Some changes to the
ION Enterprise registry require stopping of certain Windows Services, such
as IIS.

Modify/create/delete ION Enterprise files and folders: Create/customize/

delete Vista diagrams or Designer frameworks. Read/write/modify/
remove permissions are required for the ION Enterprise file folders.
FTP site upload/download: Install/uninstall troubleshooting tools (files)
from Technical Support. An FTP (file transfer protocol) site is the preferred
method for delivering these files.
Step 2: Review the Installation Process

Some ION Enterprise components, features or options are dependent on
others, so these should be installed in the correct sequence.
NOTE
If you plan to use both ION Enterprise and PMCU (PowerLogic Meter
Configuration Utility) on the same computer, install ION Enterprise first. If you
already have PMCU installed, contact Technical Support.
The ION Enterprise installation process is summarized in the following

flowchart. Use it to help you determine which components need to be
installed or configured first. For more information, see the ION Enterprise
online Installer Help.

Run setup.exe
No Use existing SQL No Install SQL Server

Server instance? 2005 Express?
Yes Yes
Install SQL Server
Is SQL Server on Yes No

same machine as Enable WebReach
Primary Server? feature?
No Yes
No
IIS installed?
Install Database Cancel installation

Server and install IIS first Yes
No Install Primary
1 Server?
1
Yes
Install Primary
Server
Install Secondary No No
Install Client?
Server?
Yes
Cancel installation
Contact Technical Support
Yes Primary Server No

exists?
Install ION Cancel installation

Enterprise Client and install Primary
Server first
1 1

Step 3: Set Up SQL Server 2005

This section applies only if you are setting up SQL Server 2005 Standard
Edition (or better). Skip to “Step 4: Prepare the Primary Server” on page 16 if:
You are setting up your ION Enterprise databases using the SQL Server
2005 Express version that comes with ION Enterprise, or
You already have an existing SQL Server instance you want to connect to
and use.
NOTE
Make sure the user credentials for the ION administrator Windows account
are set up with Administrator permissions for the ION Enterprise databases,
as outlined in “ION™ Administrator Server Permissions” on page 12.
Additional Setup/Prerequisites
Shut down all services dependent on SQL Server before making changes.
This includes any service using ODBC, such as Microsoft Internet
Information Services (IIS)
Shut down Microsoft Windows NT Event Viewer and registry viewers
SQL Server 2005 Installation Wizard

The following list outlines which options to select or set up in the wizard
screens when installing SQL Server 2005 Standard Edition:
Components to Install: Select “SQL Server Database Services” and
“Workstation components, Books Online and development tools”. Click
Advanced if you want to change the default installation location for SQL
Server 2005.
NOTE
If you change the default location, SQL Server also places a tempdb
database in your chosen location. This database can grow quite large.
Ensure that you have enough space in the new location to accommodate this
database along with the ION Enterprise databases. If necessary, this tempdb
database can be moved at a later date.
Instance Name: Select “Named instance” and type “ION” in the box.
Service Account: Select “Customize for each service account”. Select the
first “Service” type and set it to use the built-in system account “Local
System”. Select the second “Service” type and set it up the same way, and
repeat until all service types are configured to use the local system
account.
Authentication Mode: Select “Mixed Mode”. Type “ION!Everywhere”
(without the quotes) in the “Enter password” and “Confirm password
boxes.
Refer to your SQL Server documentation for more information.

SQL Server 2005 Configuration

1. Click Start > Programs > Microsoft SQL Server 2005 > Configuration
Tools > SQL Server Surface Area Configuration.
2. Click Surface Area Configuration for Services and Connections. Select
“Remote Connections” (under ION > Database Engine). Select “Local
and remote connections”, then select “Using both TCP/IP and named
pipes”. Click Apply.
3. Click Surface Area Configuration for Features. Select OLE Automation,
then select “Enable OLE Automation”. Click Apply.
4. Select “xp_cmdshell”, then select “Enable xp_cmdshell”. Click OK.
5. Restart the SQL Server service (named “SQL Server (ION”).
6. Visit the Microsoft website and install Service Pack(s) for SQL Server 2005.
ION Enterprise Database Server Installation

To set up the ION Enterprise databases on the separate SQL Server 2005
(Standard Edition) you installed and configured:
1. Run the ION Enterprise installer.
2. Select Install Server, then Database Server.
3. Follow the steps as directed by the installation wizard.
ION Enterprise installs three databases, creates two login accounts, and adds
numerous stored procedures to the databases attached to the ION Enterprise
SQL Server instance.
A SQL Server login is automatically set up on its SQL Server instance, named
“ION” by default. This login has sysadmin permissions to this SQL Server
instance only. The ION login is used by all ION Enterprise components.
Step 4: Prepare the Primary Server

Depending on how you set up and implement your ION Enterprise network,
certain prerequisites need to be met. You must complete the following (if not
already done) before proceeding with the Primary Server installation:
If you want to enable WebReach support, install and enable the Windows
IIS (Internet Information Services) component on the server computer.
If you have clients that use Terminal Server or Remote Desktop
Connection to access ION Enterprise programs on the Primary Server,
install and enable Terminal Services on the server computer.
NOTE
If you plan to use ION Enterprise with an instance of SQL Server 2005 Express
that you have already installed (not the instance installed by the ION
Enterprise Installer), ensure that the SQL Server backwards compatibility
components are installed on that computer. These components can be
obtained in a feature pack from the Microsoft Download Center website
when you search for “SQL Server Backwards Compatibility”.

Server Configuration Guidelines

1. Assign a computer name for the server.
Select a computer name that conforms to Windows conventions. A
computer name can be up to 15 alphanumeric characters with no blank
spaces and must not contain any prohibited characters or symbols such
as the following: \ * + = | : ; < > ? ,
For compatibility reasons, use only letters and numbers, assigning a letter
for the first character in the computer name.
2. Partition the computer’s hard drive.
Separating the operating system from data storage is a precautionary
step to preserve data in case the operating system becomes unstable.
The following example shows how a Primary Server with two physical
hard drives (40 GB, 80 GB) can be partitioned. This serves only as a
guideline — make adjustments to fit your needs:
Partition1, 2 Size Description
Contains the operating system, and all the Windows system

“System”
15 GB files. This partition should have enough free space for
(C:\)
operating system upgrades and defragmentation tasks.
Contains ION Enterprise programs and other third-party
“Application”
25 GB applications. Since this is not a system partition, you can
(D:\)
increase its size when a new physical drive is added.
Contains database files only. Since databases can grow
“Data”
80 GB significantly over time, assign the “Data” partition to the
(E:\)
entire second physical hard drive.
1
All partitions are NTFS file system type
2 If necessary, you can use Disk Management (in the Computer
Management console) to remap the CD-ROM to another drive letter.
Microsoft Procedures
The remaining configuration steps for the server involve installation of
specific Microsoft components (such as IIS, for enabling the WebReach
feature of ION Enterprise). Refer to your Microsoft Windows documentation
or online help for detailed instructions.
Install and configure the Microsoft Loopback Adapter. This provides

redundancy and helps keep ION Enterprise running if the server’s
network interface card (NIC) loses connection. By default, the loopback
adapter automatically obtains a non-routable IP address. This is the
recommended setting. Refer to the “IP Routing Table” topic in your
Microsoft Windows documentation if you want to manually configure the
non-routable IP address.

Use Manage Your Server (Control Panel > Administrative Tools >
Manage Your Server) to add the Application Server Role (IIS, ASP.NET). To
enable the WebReach feature, install these required IIS components:
Common Files, Internet Information Services Manager, and World Wide
Web Service. Enable the other IIS components that your organization may
require.
NOTE
IIS 6.0 is fully locked down by default. Use IIS Manager to enable or control
IIS functionality.
Install the Terminal Server component if Terminal Server or Remote

Desktop Connection to the ION Enterprise Primary Server is required (for
the purpose of using its installed ION Enterprise programs). Refer to the
“Terminal Server Licensing Overview” topic in your Microsoft Windows
documentation to learn about Terminal Server Licence requirements.
Configure Terminal Services if it is installed. Perform typical setup such as
ending a disconnected or stale session, and installing programs.
Use Windows Update service to install the latest security patches and
hotfixes from Microsoft.
Step 5: Install or Upgrade ION Enterprise

Make sure your computer meets the requirements and guidelines outlined in
System Requirements for ION Enterprise 5.6 SP2, available from the System
Requirements link in the ION Enterprise Support section of
www.global.powerlogic.com.
The ION Enterprise Installer installs certain Microsoft components. Refer to
the Installer help for a list of these prerequisite components.
NOTE
ION Enterprise 5.6 and higher versions support TAPI modem drivers for
Windows (WinModems). If you plan to use them in your ION Enterprise
network, you can install and configure the WinModems prior to installing
ION Enterprise. Additional WinModem information is available in the
ION Enterprise help.
Upgrading ION Enterprise Software

If you are performing a new installation, skip to “Run the ION Enterprise
Installer” on page 19.
The ION Enterprise 5.6 Installer creates the new installation folder hierarchy,
then copies and pastes all the configuration files and customizations from the
previous version. The installer then installs all the new software components
and files, without overwriting the custom files that were copied from the
previous version.
For diagnostic purposes, all registry entries from previous ION Enterprise
versions are preserved after the upgrade — the setup log file contains a list

of registry settings that were copied from the previous version. All custom
registry settings are applied to the new installation. Custom Virtual Processor
and Log Inserter services are also preserved.
Upgrade System Hardware and Software

Before you upgrade, make sure that the minimum hardware and software
requirements for running ION Enterprise are still met.
Back Up Information
Before upgrading, back up the ..\config and ..\Database folders in your ION
Enterprise directory (e.g. copy them to another folder in the hard drive or
copy them to a removable storage device). To copy the ..\Database folder,
you must first stop the MSSQL$ION service and its dependent services ("ION"
is the default name for the SQL Server 2005 Standard or Express/MSDE
instance).
You can save your custom shortcuts from a previous ION Enterprise
installation. Custom arguments can be used for automatic logon, or to open
a specific Vista diagram upon startup. Copy the custom shortcuts to a safe
location before upgrading. Then after the upgrade, you can copy them back.
Disable/Remove Unnecessary Software

You can disable or remove obsolete ION Enterprise software components
and services, as listed below:
Disable the MSDE 7.0 service (i.e. stop and set to manual)
Uninstall the old version of Database Manager
Uninstall Sybase SQL Anywhere (if you no longer need to access the
Sybase SQL Anywhere data)
Update All SQL Server Instances

Apply the latest SQL Server service pack to all instances of SQL Server in your
network before upgrading ION Enterprise.
Run the ION Enterprise Installer

Perform the ION Enterprise installation on the local server computer. Remote
installation is not recommended.
NOTE
If you are setting up SQL Server 2005 Express, make sure the Task Scheduler
service has already been started.
1. Insert the ION Enterprise CD in the CD-ROM drive. The auto-start

program begins and displays the first screen.
NOTE
Some computers have the CD-ROM auto-run feature disabled. If this is the
case, use Windows Explorer to navigate to the CD-ROM drive letter and
double-click setup.exe.

2. The first set of screens comprise the pre-installer, which allows you to
select and set the options for the ION Enterprise installation wizard.
3. After you have set your installation options, the ION EnterpriseWelcome
screen displays. The installation wizard guides you through the setup
process. If you need more information regarding any screen, click Help.
4. The final wizard screen prompts you to reboot the computer to complete
the installation. After the reboot, the ION Enterprise Installer sets up all the
components needed to run ION Enterprise for the first time.
After completing the Primary Server setup, you can start setting up user
groups and database maintenance schedules.
Create Local Primary Server Groups

Create the following local groups on the ION Enterprise server and grant
access as follows:
Access to Access to
Group Name
ION Enterprise\SYSTEM ION Enterprise\CONFIG
ION Enterprise_Administrators Full Control Full Control
ION Enterprisee_Users Read Change
Refer to the online ION Enterprise Help for procedures on adding users.
NOTE
The LocalSystem account must belong to the ION Enterprise Administrators
group; the LocalSystem account requires read/write access to the system and
config directories in order to run the ION Enterprise services.
Review the ION Enterprise Database Manager

The Database Manager has preconfigured schedules for performing
backups, archives, and trims on your ION Enterprise databases. Review these
schedules and make any modifications you require. Refer to the Database
Management section in the online ION Enterprise Help.
Enabling WebReach After Primary Install

WebReach is automatically installed if the ION Enterprise Installer detects IIS
on the computer.
If IIS is installed after the ION Enterprise installation, you can add the
WebReach component using the Windows Add/Remove Programs utility.
Installing WebReach after ION Enterprise is installed

Click Start > Settings > Control Panel > Add/Remove Programs. Click
Change or Remove Programs. Select ION Enterprise, then click Change to
start the Repair/Modify process. Follow the directions to install WebReach.

Virtual Root Name

The virtual root name is the directory name, used in an address (preceded by
a forward slash, “/” ), which corresponds to a physical directory on the web
server where Microsoft's Internet Information Services (IIS) is installed
(e.g. http://10.1.0.0/ION or http://localhost/ION).

Step 6: Review Security Highlights

This section outlines specific security considerations after the ION Enterprise
installation.
Default passwords for SQL Server

The default user identification and password for some of the database
accounts need to be preserved for the proper operation of ION Enterprise.
Contact Technical Support for details before you attempt to modify user IDs
and passwords.
NTFS and Share permissions on the ION Enterprise directory

All share permissions are automatically set to “Read” permissions for the
“Everyone” group; this includes the ION Enterprise share (ION-Ent).
Change the ION-Ent share permission to Read/Write for users (ION

Enterprise Clients) who need to modify files, such as Vista diagrams.
Allow Active Server Pages and ASP.Net for WebReach functionality

To enable WebReach functionality, ensure the “Active Server Pages” and
“ASP.NET v2.0” IIS web extensions settings are set to “ALLOW”.
ION Enterprise software security

Two software user accounts are created by default when ION Enterprise is
first installed: “guest” and “supervisor”. The default password is “0” (zero) for
both users. These accounts have an access level of Supervisor (the highest
level with full access). The ION administrator should disable the guest
account or change the password for both accounts before deploying the ION
Enterprise system to users.
ION Enterprise services

ION Enterprise services run under the Local System account, by default. You
can change the “Log On As” attribute of a service by specifying the account
and password. This is done from the Log On tab when viewing the properties
of that service. The “Log On As” account must have read/write permissions
in the ION Enterprise network.
Firewall Configuration
Use the Microsoft knowledgebase to learn about Well Known Ports and
Registered Ports required for certain networks.
ION Enterprise TCP Port Assignments

The following tables contain the TCP port assignments that ION Enterprise
and associated applications or services use to communicate with ION
devices, ION Enterprise Clients, and other ION Enterprise servers.

TCP Ports for Device Communications
Port Protocol Port Protocol

23 Telnet (used for meter diagnostics) 7701 Modbus RTU
25 SMTP (required for MeterM@il) 7800 EtherGate simultaneously through

available COM ports
502 Modbus TCP 7801 EtherGate through COM1
Ethernet access for the 3720 ACM
3721 7802 EtherGate through COM2/COM4
meter
7700 ION 7803 EtherGate through COM3
NOTE
Some networks may contain devices that require the use of alternate ports
(e.g., 3rd party Ethernet gateway devices).
Other Required Ports
Port Purpose
ION Enterprise services use this port. This port is used if a client machine needs
13666
to access the Designer and/or Vista components of ION Enterprise.
ION Enterprise services use this port. This port is used if a client machine needs
13670
to access the Designer and/or Vista components of ION Enterprise.
1433 The Microsoft Data Engine (MSDE) and Microsoft SQL Server use this port.1
1434 Microsoft SQL Monitor uses this port to identify named database instances.
3389 Terminal Server uses this port.
139 NetBIOS and Windows “File and Printer Sharing” use this port.
80 HTTP (required for WebReach and Internet access) uses this port.
Real-time Data Service uses this port to transfer real-time data to ION
57777
Enterprise clients.
1
SQL Server uses this port if you use the default instance when you install
ION Enterprise. If you use a named instance when you install ION
Enterprise, it is recommended that you configure the named instance to
use port 1433.
Step 7: Install ION Enterprise Clients

1. Review the system requirements for client computers and make sure the
client computers meet the requirements.
2. Follow the same guidelines for computer name and drive partitions, as
indicated in “Server Configuration Guidelines” on page 17.
3. Make sure the Primary Server’s share folder (“ION-Ent”) permissions are
set to “Full Control” for the Client username or group.
4. Run the ION Enterprise installer, select Install Client, then follow directions
on the installation screens. Select which Primary Server to connect to when
prompted.

NOTE
The ION Enterprise server computer must exist on the Local Area Network
(LAN). Use Windows Explorer to navigate “My Network Places” and locate the
ION Enterprise server. Make sure the ION-Ent share is visible on this server.
IMPORTANT
ION Enterprise 5.6 and later versions use .NET Remoting (a component of
the Microsoft .NET framework) to exchange real-time data between the server
and client machines. The server and client computers are identified by their
“Full computer name", i.e. the name of the machine with the domain
appended (e.g. MyComputerName.MyCompanyDomainName.com).
Contact Technical Support if you encounter problems displaying real-time
data on your client computers.
Step 8: Install Service Pack(s)

Installing from the CD
Service packs are located in the “ServicePack” folder of your ION Enterprise
installation CD.
1. Start Windows Explorer, then select your CD-ROM drive.
2. Locate and select the ServicePack folder.
3. Double-click the .exe file of the service pack you want to install.
4. Follow the directions on the installation wizard screen, then restart the
machine when prompted.
Download version
Alternatively, you can download service packs from the Support area of
www.global.powerlogic.com.



PowerLogic ION Enterprise 5.6
Commissioning Guide
For further assistance

please contact us at:
Schneider Electric
Power Monitoring and Control
2195 Keating Cross Road
Saanichton, BC
Canada V8M 2A5
Tel: 1-250-652-7100
295 Tech Park Drive, Suite 100 ION, ION Enterprise, Modbus, Modicon, Power
Lavergne, TN 37086 Measurement, PowerLogic, and Schneider Electric are
USA either trademarks or registered trademarks of Schneider
Tel: 1-615-287-3400 Electric in France, the USA and other countries. All other
trademarks are property of their respective owners.
Electropole (38 EQI)
31, rue Pierre Mendès France Electrical equipment should be installed, operated,
F - 38050 Grenoble Cédex 9 serviced, and maintained only by qualified personnel.
Tel : + 33 (0) 4 76 57 60 60 No responsibility is assumed by Schneider Electric for any
consequences arising out of the use of this material.
Getting technical support:
Contact your local Schneider Electric sales 70002-0284-02
representative for assistance or go to the © 2008 Schneider Electric. All rights reserved.
www.powerlogic.com website. 08/2008

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70002-0284-02

PowerLogic™ ION Enterprise™ 5.6

Position the mouse pointer over a submenu or menu command. For

A typical ION Enterprise system consists of a computer or network of

data to Client computers. The Primary Server can host

2005). For this network configuration, you must first

computer. A client computer connects to the Primary

© 2008 Schneider Electric. All rights reserved. 7

8 © 2008 Schneider Electric. All rights reserved.

Step 1: Determine Your Network Needs

Secondary Server Requirements

© 2008 Schneider Electric. All rights reserved. 9

Primary Server Software Requirements

Excel 2003 or 2007 required for Reporter; Outlook 2003 or

Required by ION Enterprise Installer, this component is

Microsoft Windows 2003 Terminal server client connections (Remote Desktop

Microsoft Internet Explorer 6.0

ION Enterprise Client Software Requirements

Installing ION Enterprise on Windows Vista

Installing ION Enterprise on Windows Vista is a two-step process. You need

10 © 2008 Schneider Electric. All rights reserved.

Considerations when Installing ION Enterprise on Microsoft Windows Vista

Installing ION Enterprise on a Virtual Machine

ION Enterprise Client Licensing

© 2008 Schneider Electric. All rights reserved. 11

Terminal Services Client or Remote Desktop Connection: These clients use

ION™ Administrator Server Permissions

Start/stop/modify ION Enterprise services: ION Enterprise services

12 © 2008 Schneider Electric. All rights reserved.

Modify/create/delete ION Enterprise files and folders: Create/customize/

Step 2: Review the Installation Process

The ION Enterprise installation process is summarized in the following

© 2008 Schneider Electric. All rights reserved. 13

No Use existing SQL No Install SQL Server

Is SQL Server on Yes No

Install Database Cancel installation

Yes Primary Server No

Install ION Cancel installation

14 © 2008 Schneider Electric. All rights reserved.

Step 3: Set Up SQL Server 2005

SQL Server 2005 Installation Wizard

Refer to your SQL Server documentation for more information.

© 2008 Schneider Electric. All rights reserved. 15

SQL Server 2005 Configuration

ION Enterprise Database Server Installation

Step 4: Prepare the Primary Server

16 © 2008 Schneider Electric. All rights reserved.

Server Configuration Guidelines

Partition1, 2 Size Description

Contains the operating system, and all the Windows system

Install and configure the Microsoft Loopback Adapter. This provides

© 2008 Schneider Electric. All rights reserved. 17

Install the Terminal Server component if Terminal Server or Remote

Step 5: Install or Upgrade ION Enterprise

Upgrading ION Enterprise Software

18 © 2008 Schneider Electric. All rights reserved.

Upgrade System Hardware and Software

Disable/Remove Unnecessary Software