WONDERWARE CORPORATE ENERGY MANAGEMENT 2012 R2 INSTALLATION AND

MIGRATION GUIDE

INSTALLING THE WONDERWARE CORPORATE ENERGY MANAGEMENT 2012 R2

It is assumed that Wonderware Corporate Energy Management 2012 R2 (CEM 2012 R2) is being installed for
the first time.
To upgrade from an earlier version of CEM, you must first uninstall the product, and then install CEM 2012 R2.
Existing configuration will be migrated and preserved. For Migrating from a previous version of CEM to the
most current one, see the UPGRADING AND MIGRATING FROM A PREVIOUS RELEASE TO CEM 2012 R2
section of this guide.

STEP 1: PRECAUTIONARY STEPS

 Ensure that a recent, complete, and tested Galaxy backup is available.

 If CEM was already installed, ensure that a recent, complete, and tested CEM Database backup is
available.
o Make a backup of the CEM DB as you would do for any generic SQL Server database
 CEM 2012 R2 enforces licensing. Ensure that CEM 2012 R2 license file is readily available. See the CEM
Licensing Guide for more details. It is also available on the Wonderware Developer Network
o https://wdn.wonderware.com/sites/WDN/Lists/Article/Article.aspx?List=10839c88-47d4-43fb-
8699-1b9ce20313ca&ID=346
 Close all instances of the ArchestrA IDE before installing CEM.

STEP 2: EXECUTE SETUP.EXE FROM THE CEM CD TO EXTRACT THE COMPONENTS

Double-click the Setup.exe file on the CEM CD to start the CEM installation.

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Select I Agree to agree to the Licensing Agreement and then click Next.

Select the components that need to be installed by clicking the check box

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Click Next to select the installation folder path.

The default installation drive is C:\. However, the CEM components can be extracted to any directory of local
drive by modifying the installation path. Click Next.

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To complete the extraction of the CEM components, click Next.

It may take a moment to complete the extraction and installation of the CEM components.

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Click Next to complete the extraction and installation process.

After the installation process completes, the CEM ReadMe file automatically opens in the default browser.
Review the file for important product related information.

The default installation paths for each installed component are as follows:

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  The CEM Wonderware Application Server Base Template Objects and Symbols
o [drive]:\Program Files\Wonderware\Corporate Energy Management \AppObjects

 The CEM SQL Server Database

o [drive]:\Program Files\Wonderware\Corporate Energy Management \Database

 The CEM SQL Server Reports

o [drive]:\Program Files\Wonderware\Corporate Energy Management \Reports

 The CEM Wonderware Intelligence

o [drive]:\Program Files\Wonderware\Corporate Energy Management \Intelligence

STEP 3: INSTALL THE WONDERWARE CORPORATE ENERGY MANAGEMENT 2012 R2

LICENSE FILE

 Using the ArchestrA License Manager, install the CEM 2012 R2 (CEM v2.0) license file.

STEP 4: IMPORT THE CEM OBJECTS INTO A WONDERWARE APPLICATION SERVER

GALAXY
 In the ArchestrA IDE, select Galaxy > Import > Object(s).

 Navigate to the CEM 2012 R2, Wonderware Application Server package (*.aaPKG) file provided during
the install of CEM 2012 R2. This file is available at <Install folder>\AppObjects\

 When the Import Preferences dialog box appears, select the options as shown in the following
screenshot. For a first-time installation of CEM, accepting the default import preference options is
fine.

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  When the import completes, Corporate Energy Management toolsets will appear in the Template
Toolbox and in the Graphic Toolbox.

NOTES
 It is expected that the derived template of CEMConfigurator ( Eg: $MyCEMConfigurator) base
template will be marked with a red X until it is properly configured.

 After you configure the CEM objects and instantiate CEM Meter and Event objects, you must license
them. You can do this using the CEM Licensing Utility that is installed with CEM. This utility appears in
the IDE. You must close and re-open the IDE at least one time for this utility to take effect.

 Always remember to check the ArchestrA System Management Console (SMC) or Microsoft Event
Viewer logs for any potential issues.

STEP 5: VERIFICATION OF IIS SETTINGS FOR CEM WEB APPLICATION AND CEM
REPORTS

 Start > Administrative Tools > Internet Information Services (IIS) Manager
o Right click the Server Name in IIS and select Features View. Select ISAPI and CGI Restrictions.

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  Right-click on ASP.NET v4.0 and change its restriction to Allowed.

STEP 6: TO CONFIGURE THE CEM REPORTS

 Before performing this configuration step, make sure that you have created a CEM database with
CEMConfigurator derived template. See the CEM User Guide for more information on using the
CEMConfigurator derived template.
 To configure CEM Reports click the link from the below path:

Start >All Programs > Wonderware > Corporate Energy Management > Change Data Base
Configuration . The Report Server Details for CEM Reports dialog box appears.

o You must select the server name or IP address.

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  You must select the authentication type
o If you select the SQL Server authentication, you should provide a SQL Server Login
ID and password of the SQL server that has write access to the Information Server
Database.
o If you select the Windows authentication, the database connection will be
authenticated using the currently logged on user (this user must have write access to
the Information Server database).

 Finally, you must select the Wonderware Information Server database from the drop down list
of available databases.

Click Next.

 Configuring the Report Server

o You must specify the server name or IP address of the hosting report server.

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 Click Finish.

STEP 7: IMPORT THE CEM REPORTS INTO WONDERWARE INFORMATION SERVER

CEM 2012 R2 supports SQL Server 2008 or later for both the CEM database and the SQL reports.

 On the server hosting Information Server, make sure that the Reports option has been selected from
the CEM Installation.
 Make sure that the ArchestrA Reporting feature is configured as part of your Wonderware Information
Server configuration.
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 Wonderware Information Server:
o Start the ArchestrA Reports Database Configuration Utility from:
 Start >All Programs >Wonderware > Information Server >Deploy Reports.
 Configure the options, referring to the screenshot provided below as a reference.
 You can customize the SDS Type Name and Data Source Name
 The database name is the name you provided during the initial CEM DB creation from
the derived template of the $CEMConfigurator Object in the IDE.
 For SQL Server 2008, you must use the provider SQLNCLI10; for SQL Server 2012, use
SQLNCLI11..
 The configuration file is called CEM_ReportsDeployConfig.xml and is located at:
<Install folder>\Reports\
Click Browse to select the correct configuration file.
 Click Deploy.

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  After the reports are successfully deployed, open the Wonderware Information Server 2012 R2 home
page and expand the CEM link to view all of the deployed CEM reports.

STEP 8: TO CONFIGURE CEM WEB APPLICATION

 To configure CEM webapplication, click the link from the below path:

Start >All Programs > Wonderware > Corporate Energy Management > Change Database
Configuration.

 The CEM Database Server Configuration dialog box appears.

 Specify server name / IP address.

 Select the authentication type
o If the you select the SQL server authentication radio button, you must use a SQL
Server Login ID and password that has read/write access to the CEM database.of the
SQL server .

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  If you select Windows authentication, you do not need to provide login credentials.
o If you select Windows authentication, the database connection will be
authenticated using the currently logged on user (this user must have
read/write access to the CEM database).

 Finally, you must select the CEM database.

 Click Next. Button.

 You must specify the Server name / IP address.
 You must select the authentication type
o If you select SQL Server authentication, you will have to provide a SQL Server Login
ID and password that has write access to the Information Server database.
o If you select Windows authentication, the database connection will be authenticated
using the currently logged on user (this user must have write access to the
Information Server database).

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  Finally, you must select the Wonderware Information Server (WIS) database.

NOTES
 To verify the version of CEM installed, open the Add/Remove or Programs and Features dialog box. An
example screenshot from a Windows 2008 installation is provided.
 Locate the CEM Product Line and check the Version column.
o If you do not see the Version column, you can right-click any column heading and add it.

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UPGRADING AND MIGRATING FROM A PREVIOUS RELEASE TO CEM 2012 R2

STEP 1: PREPARATORY STEPS

 Ensure that a recent, complete and tested Galaxy backup is available.

 Ensure that a recent, complete and tested CEM Database backup is available.
o Make a backup of the CEM DB as you would do for any generic SQL Server database.
 CEM 2012 R2 enforces licensing. Make sure that you have your CEM 2012 R2 (CEM v2.0) license file
readily available. You can refer to the CEM Licensing Guide also available on the Wonderware
Developer Network
o https://wdn.wonderware.com/sites/WDN/Lists/Article/Article.aspx?List=10839c88-47d4-43fb-
8699-1b9ce20313ca&ID=346
 Ensure that there is only one instance of the ArchestrA IDE used during the migration of CEM.
 Ensure that the SQL Server agent is running.

STEP 2: PREPARE THE EXISTING GALAXY FOR MIGRATION

 Open the ArchestrA IDE.
 Undeploy all CEM objects and CEM hosting platforms – this is critical to avoid older versions of
assemblies remaining in memory.
 If you are migrating from Wonderware Corporate Energy Management (v1.0) to Wonderware
Corporate Energy Management 2012 R2, rename the CEM Graphic Toolbox Toolset from
Corporate Energy Management (v1.0) to Corporate Energy Management and other versions of CEM
(v1.1, v1.2 and v1.5) keep the folder name same as Corporate Energy Management
 Close the ArchestrA IDE.

STEP3: UN-INSTALL PREVIOUS RELEASE OF CEM PROGRAM FILES

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  Un-install the CEM Program Files using the Add/Remove Programs or Programs and Features dialog
box.
o CEM v1.1 or v1.2 or v1.5 is listed as ‘Wonderware Corporate Energy Management Application’
o This will not affect the CEM database, objects or reports. This will only remove the files located
under <Install Folder>.
 The remaining CEM Components—such as the Reports in the Wonderware Information Server Portal,
the CEM DB and the CEM Wonderware Application Server objects—will be migrated to the newer
version during the migration process in this guide.

STEP 4: INSTALL CEM 2012 R2 FROM THE CD

 Using the ArchestrA License Manager, install the CEM 2012 R2 License File
 Install CEM 2012 R2 by running the Setup.exe file from the CEM CD.
o For more information, see the INSTALLING THE WONDERWARE CORPORATE ENERGY
MANAGEMENT 2012 R2 section in this guide.
 Note the new installation path of (<Install folder>).

STEP 5: IMPORT THE NEW CEM AAPKG FILE INTO THE GALAXY
 Import the new CEM aaPKG file into the existing Galaxy.
o Attention!
o When the Import Preferences dialog box appears, configure the options exactly as shown in
the following screenshot. This step is critical for the proper migration of CEM objects.

The CEM aaPKG file is located at:

<Install folder>\AppObjects

 After all CEM Graphic Symbols and (Base Template) Objects have been migrated, there will be a red “X”
on the following CEM objects. This is expected.
o The derived template from the $CEMConfigurator base template.
o All instances of the $CEMDataProvider object.
o All instances of the $CEMEngineService object.

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 To address the red X on these objects, open the Object Editor for the derived template of the
$CEMConfigurator object to configure the object correctly. The default derived template that is
provided is called $MyCEMConfigurator.

 This will first trigger a migration of the CEM database from current version of CEM DB to CEM 2012 R2.
Click OK to start the database migration.

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  Click Close to continue. You will be returned to the IDE Editor for the derived template of the
$CEMConfigurator base template object. .
 Under General > Database > Database Name, type in a fictitious database name.
 Click Test Connection.
o The connection will fail as expected.
 Connection status: Connection failed
 Change the database name back to the original CEM database name.
o Alternatively it should be possible to select it from the provided list.
 Click Test Connection.
o This time the connection test should be successful.
 Save and close the derived template of the CEMConfigurator object.
o This triggers an update to all derived instances of the CEMDataProvider and EngineService
template objects, and the red “X” will be removed.
 Close the IDE.
o It is necessary to close and re-open the IDE at least one time to allow the CEM Licensing Utility
to appear in the IDE.
 Re-open the IDE.

NOTES
 After configuring the CEM objects and instantiating CEM Meter and Event objects, it is necessary to
license them. This can be done using the CEM Licensing Utility that is installed with CEM and will
appear in the IDE (you must close and re-open the IDE at least one time for this utility to take effect).

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STEP 6: IMPORT THE CEM 2012 R2 REPORT FILES INTO
WONDERWARE INFORMATION SERVER (WIS)
CEM 2012 R2 supports SQL Server 2008 or later for both the CEM database and the SQL reports.

 On the server hosting Information Server, make sure that the Reports option has been selected from
the CEM Installation.
 Make sure that the ArchestrA Reporting feature is configured as part of your Wonderware Information
Server configuration.
 Wonderware Information Server:
o Start the ArchestrA Reports Database Configuration Utility from:
 Start >All Programs >Wonderware > Information Server >Deploy Reports.
 Configure the options, referring to the screenshot provided below as a reference.
 You can customize the SDS Type Name and Data Source Name
 The database name is the name you provided during the initial CEM DB creation from
the derived template of the $CEMConfigurator Object in the IDE.
 For SQL Server 2008, you must use the provider SQLNCLI10; for SQL Server 2012, use
SQLNCLI11..
 The configuration file is called CEM_ReportsDeployConfig.xml and is located at:
<Install folder>\Reports\
Click Browse to select the correct configuration file.
 Click Deploy.

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 After the new CEM 2012 R2 reports are deployed, reload the Wonderware Information Server Portal
Home Page to see the new CEM reports. The following screenshots show the differences between the
two versions of the deployed reports.

CEM 2012 Report List CEM 2012 R2 Report List

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UN-INSTALLING CORPORATE ENERGY MANAGEMENT
To completely un-install CEM, there are five tasks to perform.

1. Uninstall the CEM Program Files.

2. Uninstall the CEM Application Server Objects.
3. Uninstall the CEM Database.
4. Uninstall the CEM License File.
5. Uninstall the CEM Reports in the Wonderware Information Server Portal

STEP 1: UN-INSTALL THE CEM PROGRAM FILES

 Un-install the CEM Program Files using the Add/Remove Programs or Programs and Features dialog
box.
o CEM 2012 R2 is listed as ‘Wonderware Corporate Energy Management”
o This will not affect the CEM database, objects or reports. This will only remove the files located
under <Install folder>.

STEPS 2 – 4: APPLICATION OBJECTS, DATABASE AND LICENSE FILE

 Refer to each software package’s documentation for detailed guidance on how to remove these
components. Removing each component effectively removes CEM from the computer.
o Wonderware Application Server for the Application Server Objects
 Delete all CEM based derived object instances and templates.
o SQL Server for the SQL Database
 Delete the CEM Database.
o ArchestrA License Manager for the license file
 Remove the CEM license file.

STEP 5 –WONDERWARE INFORMATION SERVER – CEM REPORTS

 Un-installing the CEM Reports is done using Microsoft SQL Server Reporting Services
 On the CEM Web Server or where Wonderware Information Server is installed, navigate to
http://localhost/Reports/
 A folder with the name of the CEM defined SDS Type should be present. In the example shown in the
screenshots, the name given was simply ‘CEM’.

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  Click Show Details to view the report details.
 Select the CEM (or a similarly-named SDS Type) folder by checking the box at the top of the report list
as shown in the screenshot.

 Click Delete to delete the CEM Report folder and all its reports.
 Click OK to confirm the deletion.

 Finally, confirm that the Wonderware Information Server Portal reflects that the CEM Reports have
been removed.

IMPORT THE CEM INTELLIGENCE MODEL INTO A WONDERWARE APPLICATION

SERVER GALAXY
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STEP 1: IMPORT THE CEM_INTELLIGENCEAAPKG

 In the ArchestrA IDE, select Galaxy-> Import-> Object(s).

 Navigate to below path to import IntelligenceObject.aaPKG

o [drive]:\Program Files\Wonderware\Intelligence\AppObjects\IntelligenceObjects.aaPKG
 Navigate to path to import CEM_Intelligence.aaPKG
o [drive]:\Program Files\Wonderware\Corporate Energy
Management\Intelligence\CEM_Intelligence.aaPKG

STEP2: CONFIGURING DATABASE

 Open the CEM Data source and click the Connection tab

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 Change the Database Name option to the CEM database name.
 Click Test Connection.

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STEP3: GET SCHEMA
 Click Get Schema.
 Save and close the object.

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 All the Measure objects will be marked with a red “X”. This is expected.

STEP4: CONFIGURING THE MEASURE OBJECTS

Follow these steps for all the Measure objects to address the red “X”.
Open the Measure object and click the Calculations tab.
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a) Open Measure object
b) Set the Data Collection Start Time to the time of the first records in the CEM database
c) Go to Calculation tab
d) Click on "PercentQuality" and validate the SQL Expression by clicking the "tick" symbol .
e) Save and Close object.

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