04.09.13: edit or delete this in the ... - houston spi ltuf spi 2016 upgrade.pdf · – large spi...
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04.09.13: EDIT OR DELETE THIS IN THE “MASTER” > “SLIDE MASTER” UNDER THE “INSERT” MENU.
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INTERGRAPH AT HxGN LIVE Upgrading to SmartPlant Instrumentation 2016 Ron Jackson, Senior Software Application Specialist
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• Upgrading to SmartPlant Instrumentation 2016 in a timely manner with a minimal risk of data corruption in a corporate environment with a complicated IT structure
Business Problem
• Develop a work process for upgrading an SPI database to version 2016 with minimal IT support Solution
• Insures proper pre and post upgrade processes are followed
• Upgrade is performed at the Admin’s schedule not IT’s Benefits
• This alternate upgrade procedure allows the SmartPlant Instrumentation Administrator to control almost every aspect of the upgrade process
Summary Statement
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Assumptions and Clarifications
These instructions are intended for Project Data Integrators, Project Automation Specialists and Discipline Application Specialists
Any database at SPI 2009 SP2 or newer should be able to upgrade directly to SPI 2016.
There were significant improvements in SPI 2009 SP2. The structural changes require that all upgrades for earlier versions must be brought up to SPI 2009 SP2 first.
These methods have been tested with SPI versions 2007 SP6 HF15, 2009 SP2, SPI 2013 and 2013 HF18.
Tests were performed with Engineering Projects on Oracle and Watcom platforms.
UAC restrictions can cause unpredictable results in both the Admin and User Modules. Always launch applications using “Run as Administrator”.
Insert Company Name or LOGO Here Upgrade Workflow Options
Workflow 1: Two Oracle Servers – Utilizing an Oracle dump transfer
Workflow 2: Single Oracle Server – Oracle Database Upgrade Assistant
Workflow 3: Watcom Upgrade
Workflow 4: Cross Platform Initialization and Upgrade
For details on Options 1 and 2 please attend the session:
2254 - Minimize Downtime When Upgrading to the New SmartPlant Instrumentation 2016 by Scott Ambrose
Tuesday, 11:00 AM to 11:45 AM
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Prerequisites for SPI 2016
Start with SPI 2009 SP2 or Higher
Rebuild stored procedures and triggers for all domains.
Rebuild projects in As-Built domains.
Run and get a clean Database Check
Make Domain Backups
Back Up Symbols Used in Enhanced Reports before installing the latest version of the Enhanced Report Utility.
Database Server Free Disk Space
– Oracle table spaces are set as autoextended
– SQL Server file groups are set to automatically grow files
– Sybase Adaptive Server Anywhere data file is permanently set as autoincremented
From the SmartPlant Instrumentation 2016 Installation Guide (Upgrade Chapter)
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Specific Prerequisites for SPI 2016
Upgrading the To Do List
– To Do Lists from previous versions do not Upgrade:
1. Run or delete all outstanding To Do List tasks.
2. Upgrade to SmartPlant Instrumentation 2016.
3. Retrieve your documents.
– Open the To Do List.
Owner Operator
– Release all Claimed Items in As Built
– Merge any tags with deleted sub items.
UDFs defined at Plant Level will be at Domain level in 2016.
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Specific Prerequisites for SPI 2016
The Import Utility does not support Microsoft Office 2016.
Custom browsers will convert to Query Builder. Browsers that have complex filters, unions, or sub-queries are not converted.
“Large” databases require an included 64 bit upgrade utility. (PANEL_STRIP_TERM, WIRE, and WIRE_TERMINAL tables with a sum of over 800,000 records)
Select List Values not Supplied with SmartPlant Instrumentation will not appear in EDE, Examples:
Units of Measure (UOM)
Control Valve Fail Position
Control Valve Seat Leak
– Smart Support utility called “LutChk” will assist in cleaning up these Imported Select Lists
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Specific Prerequisites for SPI 2016
Missing Sequence Properties After Upgrade
– You must check certain database tables by running a SQL query to make sure that every item has a value in the sequence property
– The tables that require checking are:
Wire
Cable_Set
Apparatus
Panel_Strip
Panel_Strip_Terminal
Cabinet_Rack
Position
Channel
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Databases older than SPI 2009 SP2
Start with X < SPI 2009 SP2.
Perform all relevant pre-upgrade tasks
Upgrade to SPI 2009 SP2 (may require multiple steps depending on starting version)
Perform all relevant post-upgrade steps
Using a post-upgrade backup re-initialize the domain
Use new domain for upgrade to SPI 2016
Upgrade older databases to 2009 SP2 via Watcom
Insert Company Name or LOGO Here Upgrade to SmartPlant Instrumentation 2016
Prerequisites:
– You must have an earlier version of Oracle 10 or 11c installed
– SPI must be run in the Oracle “national environment” for Units of Measure to show properly
Two Workflows for Upgrading Oracle are recommended by Intergraph:
– Workflow 1 - Upgrade of Oracle from previous version on one server and Oracle 12c on another server
– Workflow 2 - Upgrade of Oracle on an existing server without new instance creation or domain initialization
Alternate Workflow for Upgrading Watcom not recommended by Intergraph:
– Workflow 3 – Initialize <2009SP2 into Watcom and upgrade schemas, repeat as needed
Alternate Workflow for Upgrading Oracle not approved by Intergraph:
– Workflow 4 – Initialize 2009SP2+ into Oracle 12c, replace SPI with 2016 and upgrade schemas
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Oracle Upgrade to SmartPlant Instrumentation 2016
Workflow 1: Two Oracle Servers
– Create a Oracle backup dump your previous Oracle version
– Restore the Oracle backup on the new Oracle 12c server.
– Connect using SmartPlant Instrumentation and use the Smart Upgrade (Admin) to update your database to SmartPlant Instrumentation 2016.
– If you upgraded from a non-Unicode database, create a new Oracle Unicode instance and initialize domains from the upgraded database to this new instance
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Oracle Upgrade to SmartPlant Instrumentation 2016
Workflow 2: One Oracle Server
– Select the instance in Oracle Database Upgrade Assistant
– Select the sys account for the instance.
– Accept the values on each page of the wizard, except:
Move Database Files during Upgrade.
For the storage mechanism, choose File System.
– After installing SmartPlant Instrumentation 2016, use the Smart Upgrade (Admin) to update your database to SmartPlant Instrumentation 2016.
– If you upgraded from a non-Unicode database, create a new Oracle Unicode instance and initialize domains from the upgraded database to this new instance.
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Watcom Upgrade to SmartPlant Instrumentation 2016
Workflow 3: Watcom Upgrade – Not recommended by Intergraph
– Backup <2009 SP2 database to Watcom.
– Initialize in Watcom environment.
– Use Intergraph recommend Watcom upgrade procedure. Repeat as needed depending on starting version.
– When 2009 SP2 is reached there are two options NOTE: Continuous Watcom upgrading of domains does not eliminate all legacy structures.
Backup, reinitialize in Watcom to new domain and upgrade new domain to 2016. Backup 2016 Watcom and initialize to Oracle.
Backup and reinitialize using Workflow 4.
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NOTE: Intergraph does not recommend Upgrading large SPI databases to SPI 2016 with Watcom
Insert Company Name or LOGO Here General Steps for Watcom Upgrade
Create backup of SPI with a Watcom dump
Run CheckDB and resolve issues
Create second backup of SPI with a Watcom dump
Restore Watcom to new production system
Regenerate Stored Procedures and Views, Re-index
Upgrade instance
Run CheckDB and resolve issues
Apply Process Data fix
Test and Confirm Upgrade
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Watcom Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
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Watcom Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
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Watcom Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
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Watcom Upgrade to SmartPlant Instrumentation 2016
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Continuous upgrading of domains doesn’t eliminate legacy triggers. A backup/restore purges triggers which would make the upgrade to 2016 fail.
Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom Backup
Restore Backup
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Watcom Upgrade to SmartPlant Instrumentation 2016
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Continuous upgrading of domains doesn’t eliminate legacy triggers. A backup/restore purges triggers which would make the upgrade to 2016 fail.
Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
SPI 2016 Watcom
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom Backup
Restore Backup
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Watcom Upgrade to SmartPlant Instrumentation 2016
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Continuous upgrading of domains doesn’t eliminate legacy triggers. A backup/restore purges triggers which would make the upgrade to 2016 fail.
Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
SPI 2016 Watcom
Oracle 12c
SPI 2016
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom Backup
Restore Backup
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Oracle Upgrade to SmartPlant Instrumentation 2016
Workflow 4: One Oracle Server
– Create new instance in Oracle 12c
– Install needed version 2009 SP2 ≥ SPI < 2016.
– In DB Setup Utility select highest Oracle version available:
For 2009 SP2+ use Oracle version “10.1.0/10.2.0”.
For 2013 + use Oracle “11g”.
– Initialize backup into Oracle 12c.
– Replace SPI installation with SPI 2016.
– Create DB Profile to Oracle 12c database.
– Open SPI 2016 Administration Module and upgrade.
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Oracle Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
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Oracle Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
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Oracle Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
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Oracle Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom Backup
Backup
Continuous upgrading of domains doesn’t eliminate legacy triggers. A backup/restore purges triggers which would make the upgrade to 2016 fail.
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Oracle Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom Backup
Initialize Backup
SPI 2009 SP2
Continuous upgrading of domains doesn’t eliminate legacy triggers. A backup/restore purges triggers which would make the upgrade to 2016 fail.
Oracle 12c
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Oracle Upgrade to SmartPlant Instrumentation 2016
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Oracle 10g
SPI 2007 SP6 HF15
SPI 2007 SP6 HF15 Watcom
SPI 2009 SP2 Watcom
SPI 2009 SP2 Watcom Backup
Initialize Backup
Oracle 12c
SPI 2009 SP2 SPI 2016
Continuous upgrading of domains doesn’t eliminate legacy triggers. A backup/restore purges triggers which would make the upgrade to 2016 fail.
Oracle 12c
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Large SPI Oracle Database Upgrade
– Large SPI database exceeds 800,000 records or tables Panel_strip_term, Wire and Wire_terminal
– Must use Oracle 12c 64-bit client to upgrade your database
– Must use Oracle 12c 32-bit client to run SPI 2016
Initialize from Oracle 10g/11g to Oracle 12c
After you Upgrade to SPI 2016
– You must have installed Oracle 12c 64-bit server.
– You must have installed Oracle 12c 32-bit client.
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Insert Company Name or LOGO Here Post SPI 2016 Upgrade Tasks
Resolve any issues with UDF and UDT conversion.
Verify EDE view names. Conversion may rename
– Rename to eliminate restricted characters, I.E. “!”
– “_0” added to prevent duplicate EDE names.
Upgraded Calibration forms are available
Verify Enhanced Report drawings pre to post upgrade due to changes in data dictionary
Load new JB Index browser, platform dependent.
Remove Foreign Keys from database.
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Follow SmartPlant Instrumentation Upgrade Checklist
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Perform a Database Check
Rebuild Catalog Tables
Apply process data fix (synchronizepd.exe included in SPI’s root folder)
Rebuild Projects in a Domain
Rebuild Stored Procedures and Triggers
Rebuild Default Views
Rebuild Projects in a Domain on Sybase Adaptive Server Anywhere
Optimize Indexes
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