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Preparing Process Expert V4.

3/SP1 Databases for Migration Page 1 of 3

Preparing Process Expert V4.3/SP1


Databases for Migration
About us

Overview
Migrating a database of Process Expert V4.3 or its service pack is a two-step process.
You need to prepare databases for migration before installing the software upgrade. This premigration is
an automated process and is performed by using the Migrate Database command of the system server of
the currently installed version.
The purpose of this step is to create a backup file of each database that you want to use with the new
version of the software. Once the new version is installed, these backup files can be migrated to create a
compatible database.
You cannot use clients during this step.

Activity Logs
The software creates log entries when you prepare a database for migration.
The information is added to the system server log file.

Password Authentication
If the database contains systems with topological entities for which password-protection is enabled and
an application password has been set, the Password Authentication dialog box opens. You must provide
the password for each controller to be able to proceed with the premigration.
The dialog box provides options to manage forgotten passwords:
For controllers, lets you obtain a temporary password that you can enter directly in the Password
Authentication dialog box.
For station nodes, lets you proceed with the premigration without providing the password.

NOTE: When you use the Migrate Database command of the Process Expert 4.3/SP1 system server
console and have forgotten the password for a controller or station node, you can cancel the
premigration process, open the Topological Explorer, and reset it. Then, start over the process.
Alternatively, you can install a patch before starting the premigration process. It enhances the
Password Authentication dialog box to facilitate the management of forgotten passwords.
The following figure shows an example of the Password Authentication dialog box featuring options to
manage forgotten passwords.

Item Description

1 When selected, shows the station nodes acting as emulated simulator for which password
protection is enabled and a password has been set. Otherwise, these station nodes are not
shown and you cannot enter their password.

NOTE: Entering the password for station nodes is optional. If you do not enter it, you can

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Preparing Process Expert V4.3/SP1 Databases for Migration Page 2 of 3

proceed with the premigration after you confirm the command. However, you will need to
deploy the built Control Participant project again to the station node in the new version of
the software.
Click No in the confirmation dialog box to revert to the Password Authentication dialog box.

2 Identifier of the system containing the topological entity.

3 Identifier of the topological entity in the Topology Explorer.


For station nodes, indicates also the identifier of the Unity Pro service.

4 The engine type can be either of the following:


Controller.
Simulator: A station node in which a Unity Pro service has been created.

5 Field to enter the password.


If you enter an incorrect password for an entity, a red icon is displayed in the corresponding
row.

6 Click the link if you have forgotten the password for a controller. It provides a code that you
must submit to Schneider Electric support to obtain a temporary password. You can enter
this temporary password directly in the Password Authentication dialog box and proceed with
the premigration.

Installing the Premigration Patch for Process Expert 4.3/SP1


Install the patch on the computer on which the Process Expert 4.3/SP1 system server is installed before
starting the premigration process.

Step Action

1 Verify that the Process Expert 4.3/SP1 system server and clients are not running.

2 Copy the PES4.3RTM_PreMigration.exe file to the computer.


The file is located in the MigrationPatches folder, which is in the root of the upgrade
installation package.

3 Double-click the file.


Result: The welcome screen opens.

4 Click Update and follow the instructions on screen.

Creating a Database Backup File for Migration


To create a backup file of the database that is mounted, proceed as follows.

Step Action

1 Start the system server.

2 Verify that no client is connected to the system server.

3 In the system server console menu bar click Database → Migrate Database.
Result: A Save As dialog box opens.

4 Enter a name and location for the database backup file and click Save.
Result: If the database contains a system with a topological entity for which password
protection is enabled and a password has been set, the Password Authentication dialog
box opens; proceed to step 6. Otherwise, the creation of the database backup file starts.

5 Wait until Done appears in the system server console.


Result: The database backup file is created and premigration is complete.

NOTE: When the creation of the database backup file starts, no activity is shown in the
system server console.

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6 In the Password Authentication dialog box, enter the password for each topological entity
or manage forgotten passwords and click OK.
Result: The creation of the database backup file starts (no activity is shown in the system
server console).

NOTE: Click Cancel to close the dialog box without migrating a database.

7 Wait until Done appears in the system server console.


Result: The database backup file is created and premigration is complete.

8 To create a backup file of another database, restore it and repeat the procedure.
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