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Page 1: 04.09.13: EDIT OR DELETE THIS IN THE ... - Houston SPI LTUF SPI 2016 Upgrade.pdf · – Large SPI database exceeds 800,000 records or tables Panel_strip_term, Wire and Wire_terminal

Insert Company Name or LOGO Here

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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Insert Company Name or LOGO Here Value Proposition

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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”.

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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

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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

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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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Insert Company Name or LOGO Here Upgrade of Large Oracle SPI Database

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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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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