This information is intended for users who want to upgrade their current version of GENESIS64 or ICONICS Suite to version 10.97.1.
This will guide you through the process of upgrading a previous version of GENESIS64 or ICONICS Suite to 10.97.1.
If you have a redundant Hyper Historian setup, please follow the instructions in Hyper Historian - Upgrade to Version 10.97 for instructions on how to upgrade without any data loss.
Before proceeding with the upgrade, please note that previous versions of the license must be upgraded to version 10.97.1 using the Web Licensing Utility. This applies to both software and hardware licenses.
Please contact your local ICONICS Sales or Orders Department to verify that your SupportWorX plan covers this upgrade and to receive instructions on how to perform the upgrade.
Check that your SupportWorX Plan is valid and covers the upgrade – you can contact the ICONICS Orders Department for this information.
Check that your hardware and software components meet the minimum requirements – see the DVD readme.
Obtain account credentials for an account with local administrator rights to the machine where you will be doing the upgrade.
Obtain account credentials for the Microsoft SQL Server you will be using for your configuration and logging databases.
Check the ICONICS website for any patches or known issues prior to the upgrade.
GENESIS64 Advanced vs. Basic SCADA
GENESIS64 Basic SCADA is a package of the GENESIS64 suite introduced in 10.96.2. Basic SCADA is designed to be economical and expandable for small applications. It uses a new tag counting method for licensing. This tag counting method requires that all tags (except for internal tags related to the health and status of ICONICS processes) be configured as equipment properties in AssetWorX.
GENESIS64 Advanced is the new name for the same GENESIS64 package that was available in version 10.96.1 or earlier. Version 10.96.1 GENESIS64 licenses will convert to a GENESIS64 Advanced license upon upgrading.
Users upgrading from version 10.96.1 or earlier are encouraged to use the GENESIS64 Advanced installation to ensure they keep their existing functionality.
Users upgrading from version 10.96.1 or earlier who choose to upgrade to GENESIS64 Basic SCADA instead of Advanced may experience a loss in functionality and may have to perform a significant configuration change in order to ensure all relevant tags are configured as AssetWorX equipment properties.
Preparation
Follow these steps before running the 10.97.1 installation:
Back up all display files, configuration and logging databases, and HHD files. If you have made any manual updates to any INI or CONFIG files, back those up as well.
Kill your license, credit it to the ICONICS Web Licensing Utility site, then use the Upgrade License action on the web to upgrade your license to 10.97.1.
NOTE: For more details on how to kill, credit, and reauthorize your license, see one of these Help topics or app notes, depending on your license type:
Licensing – Using the ICONICS Web Licensing Utility for Software Key Licenses
Licensing – Using the ICONICS Web Licensing Utility for Hardware Key Licenses
Stop any running ICONICS processes and services.
When installing GENESIS64 or ICONICS Suite onto a system that already has prior ICONICS products, those products will be automatically uninstalled. If the previous version was version 10.96 or later the upgrade process will save any customizations made outside configuration databases (such as settings saved in INI or CONFIG files) to help provide customers with a more seamless upgrade process.
The following products will be uninstalled automatically if you select the upgrade option, or should be uninstalled manually before installing GENESIS64 or ICONICS Suite version 10.97.1:
AlarmWorX64 Multimedia
AssetWorX
CFSWorX
Energy AnalytiX
Facility AnalytiX
GENESIS64
Hyper Historian
Hyper Historian Collector
ICONICS Client
ICONICS Suite
IoTWorX
MobileHMI
ReportWorX Express
SQL Query Engines
Quality AnalytiX
ICONICS Technical Support recommends that previous versions be uninstalled manually if the user wants to completely remove all files and clean up the system. In this case, the user should follow the next section on manual uninstallation.
Follow the steps in this section before running the new product installation to ensure that all previous version files are removed.
Note: System customizations saved to INI or CONFIG files that were not backed up may be lost when doing a manual uninstallation.
Open Windows Settings.
Select Apps.
Select the existing ICONICS installation.
Select Uninstall.
Follow the uninstall steps.
Repeat for other ICONICS products.
After everything is uninstalled, go to the installation location (the default is C:\Program Files) and delete the ICONICS folder if still exists.
Go to C:\ProgramData and delete the ICONICS folder if it still exists.
Go to folder C:\Program Files\Common Files and delete the ICONICS folder if it still exists.
Optional: If you will not be reusing them, delete any configuration or supporting files created using the previous version.
Users should be aware of a major installation change in version 10.97. The system is secure by default unless the user chooses to install a demonstration system.
It is now mandatory to create an initial user for the ICONICS security database. By default, ICONICS Suite will be installed with security enabled, meaning users will need to log in with the user created during installation. Creating this user is mandatory even if a demonstration system is chosen, but in a demonstration system the security database will be put into "Testing" mode, meaning no login is required.
Unless a demonstration system is chosen, a minimal set of applications are enabled after installation – only those necessary to run Workbench. Having as few applications and services running as possible provides a more secure and efficient system. As a first step after installation, the user should follow the steps below to use Workbench to enable the specific applications they need for their system.
The IcoGenApps application pool in IIS is now disabled by default unless a demonstration installation is chosen. Disabling this application pool creates a more secure system but prevents WPF WebHMI (usable in Internet Explorer only) clients connecting. HTML5 WebHMI and MobileHMI clients can still connect with this application pool disabled. Users who require WPF WebHMI can use Workbench to enable this application pool.
To activate additional applications or the GENESIS64 IIS application pool:
Open Workbench.
Log into ICONICS security.
Open the Configure Application(s) settings page with one of the following methods:
a. In Project Explorer, open the context menu for the project and select Configure Application(s) settings.
OR
b. Go to Home and select Configure Application(s) settings.
In the Available Applications section, find the applications you would like to enable and do the following for each:
Enable the checkbox.
Choose a SQL Server and catalog.
In the first column, select the 
Create or overwrite the database associated with this application button.
A warning dialog will appear. Select Ok.
If desired, select the Enable GENESIS64 IIS Application Pool.
Select Apply.
A warning dialog may appear. Select Ok.
If prompted, restart the ICONICS FrameWorX service.
To activate and configure AlarmWorX64 Multimedia on a secure system:
Open the Windows Services control panel.
Change the startup type of the ICONICS AlarmWorX64 Multimedia service from Disabled to either Manual, Automatic, or Automatic (Delayed), depending on your desired behavior.
The Services window can be closed.
Open AlarmWorX64 Multimedia or Layout and Multimedia Manager.
Go to Project > Edit Project.
Select Add > AlarmWorX64 Multimedia.
Select Close.
From the bottom of the Project Explorer, select AlarmWorX64 Multimedia.
Right-click on localhost and select New Database.
Follow the wizard to create an AlarmWorX64 Multimedia configuration database.
When the wizard is complete, right-click on the new database in Project Explorer and select Make Active.
Configure AlarmWorX64 Multimedia as needed.
When prompted, save your project file.
Run the installation from the 10.97 DVD or ISO file.
Follow the installation prompts.
During the Database Creation step, ensure that the Overwrite Databases option is unchecked to avoid losing existing configurations. This also applies when using the Silent Installation option
When given the option, select Upgrade all Configurations. If you do not select this option, then you will need to manually upgrade your configurations after the installation from Workbench.
Important note if your project used TrendWorX64 Logger – TrendWorX64 Logger is no longer installed with GENESIS64 by default.
ICONICS highly recommends upgrading to Hyper Historian Express for better performance. If you would like to upgrade, see the application note entitled, Hyper Historian - Upgrade from TrendWorX64 to Hyper Historian.
If you would prefer to continue using the TrendWorX64 Logger, in the ICONICS Suite installation make sure to pick the Custom setup type, and then on the Select Features page make sure to check the TrendWorX64 Logger box under Server > Application Servers.
The installation will now install the version 10.97 software.
Repeat the above steps for any other ICONICS products that you want to upgrade.
After the version 10.97 installation is complete, restart your machine.
Restart all ICONICS services or reboot the machine.
Activate your upgraded license.
See Also:
Hyper Historian - Upgrade to Version 10.97