Prepare the Servers for the Upgrade - Intergraph Smart 3D - Installation & Upgrade

Intergraph Smart 3D Upgrade Guide
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Intergraph Smart 3D
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Upgrade Guide
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Installation & Upgrade
Smart 3D Version
13.1

The procedures to perform in this section are dependent on the case that applies to your situation. For more details and to help you determine which case applies to your situation, see the Use Case flow diagram in Upgrade Cases.

Case A. In-place upgrade of entire 2018, 2019, or 13 to 13.1 on same server.

  1. Uninstall all 2018, 2019, or 13 Smart 3D Reference Data and Name Generator software.

  2. Install the 13.1 Smart 3D Reference Data and Name Generator software, including the latest 13.1 Hot Fixes when available, on the servers.

    Installing the 13.1 Smart 3D Reference Data and Name Generator software requires all previous Smart 3D installations on the system to be uninstalled. For assistance with installing the Name Generator service, refer to Name Generator Service Setup in Intergraph Smart 3D Installation.

Case B. Moving (relocating) databases and upgrading them on another server.

  1. Using a 2018, 2019, or 13 workstation with Project Management installed, create a backup of the 2018, 2019, or 13 databases. For assistance with the Backup Command, refer to the Back Up and Restore Data section in the 2018, 2019, or 13 Project Management.

  2. Install the required 13.1 database server Enterprise Platform software on the server that you want to relocate to, if not already. For assistance installing the required Enterprise Platform software, refer to the 13.1 Intergraph Smart 3D Installation.

  3. Install the 13.1 Smart 3D Reference Data and Name Generator software, including the latest 13.1 Hot Fixes when available, on the server that you want to relocate the database to.

    Installing the 13.1 Smart 3D Reference Data and Name Generator software requires all previous Smart 3D installations on the system to be uninstalled. For assistance with installing the Name Generator service, refer to the Name Generator Service Setup in the 13.1 Intergraph Smart 3D Installation.

  4. Create the new SharedContent (Symbols) folder by copying the backed up SharedContent (Symbols) folder on the new server. Set the appropriate permissions to the share.

    • Hexagon recommends that you do not create the SharedContent (Symbols) folder under the product folder.

    • Ensure that you are copying the SharedContent (Symbols) folder that you would use upon upgrading your model to 13.1. Your upgrade of the Smart 3D configuration utilizes the content on your SharedContent share, and that content should be made up to date BEFORE migrating the model to 13.1.

  5. Using a 13.1 workstation with Project Management installed, run Database Wizard to restore the Site, and Project Management to restore the remaining Smart 3D configuration to the new server.

    • Use the Restore one or more model databases from backup command under Tools in the Project Management task to restore the Model(s) if they will keep their original names.

    • Make sure to NOT restore the databases on the original 2018, 2019, or 13 production server.

      Refer to the Restore Command section in the 13.1 Project Management documentation.

Case C. Restoring archived databases and upgrading them with only 13.1 software.

  1. Install the required 13.1 database server Enterprise Platform software on the server, if not already done.

  2. Install the 13.1 Smart 3D Reference Data and Name Generator software, including the latest 13.1 Hot Fixes when available, on the server.

    Installing the 13.1 Smart 3D Reference Data and Name Generator software requires all previous Smart 3D installations on the system to be uninstalled. For assistance with installing the Name Generator service, refer to Name Generator Service Setup in Intergraph Smart 3D Installation.

  3. Create the new SharedContent (Symbols) folder by copying the backed up SharedContent (Symbols) folder on to the server. Set the appropriate permissions to the share.

    • Hexagon recommends that you do not create the SharedContent (Symbols) folder under the product folder.

    • Ensure that you are copying the SharedContent (Symbols) folder that you would use upon upgrading your model to 13.1. Your upgrade of the Smart 3D configuration utilizes the content on your SharedContent share, and that content should be made up to date BEFORE migrating the model to 13.1.

  4. Using a 13.1 workstation with Project Management installed, restore the Site and the Smart 3D configuration onto the server.

    Refer to the Restore Command section in the 13.1 Project Management documentation.

Case D. Coexistence of 2018, 2019, or 13 Smart 3D configurations on the same server.

  • SQL Database Upgrades from Smart 3D version 2018, 2019, or 13

    Smart 3D version 13.1 has new database server platform requirements different than the initial released version of 2018 or 2019. In order to have all sites on one server, the latest 2018, 2019, 13 Hot Fix and SQL platform requirements (that are the same as 13.1 platform requirements) must be applied to the server.

    Follow the steps below if this describes your case. However, if the server does not have the latest platform requirements, Case D does not apply to upgrading to version 13.1, and either Case A, B, or C should be used for all version 2018, 2019, 13 upgrades.

  • Oracle Database Upgrades from Smart 3D version 2018, 2019, 13.1

    Smart 3D version 13.1 has new database server platform requirements different than version 2018 or 2019, so one server cannot have version 2018 or 2019 sites as well as version 13.1. Therefore, Case D does not apply to upgrading to version 13.1 on Oracle, and either Case B or C will be applied for all version 13.1 upgrades. Case D does apply to upgrading from version 13 to version 13.1 because the server platform requirements can be the same.

  1. Backup and copy all files from their installation folder to another location on the server. These files may be necessary if you need to create a new 2018, 2019, or 13 Site, Catalog and/or Model in the future.

  2. Install the required 13.1 database server Enterprise Platform software on the server, if not already done.

  3. Uninstall all 2018, 2019, or 13 Smart 3D Reference Data and Name Generator software.

    Installing the 13.1 Smart 3D Reference Data and Name Generator software requires all previous Smart 3D installations on the system to be uninstalled. For assistance with installing the Name Generator service, refer to Name Generator Service Setup in Intergraph Smart 3D Installation.

  4. Install the 13.1 Smart 3D Reference Data and Name Generator software, including the latest 13.1 Hot Fixes when available, on the server.

    For assistance with installing the Name Generator service, refer to Name Generator Service Setup in Intergraph Smart 3D Installation.

  5. Create the new SharedContent (Symbols) folder by copying the backed up SharedContent (Symbols) folder on to the server. Set the appropriate permissions to the share.

    • Hexagon recommends that you do not create the SharedContent (Symbols) folder under the product folder.

    • Ensure that you are copying the SharedContent (Symbols) folder that you would use upon upgrading your model to 13.1. Your upgrade of the Smart 3D configuration utilizes the content on your SharedContent share, and that content should be made up to date BEFORE migrating the model to 13.1.

  6. Using a 13.1 workstation with Project Management installed, either restore the Site from backup with a new name if the upgraded Catalog(s) and Model(s) will keep the original name, or create a new Site if you intend to use the Restore as Copy command.

    • Using the Restore as Copy mode will remove the registration with an integrated environment for the new model. Additionally, in an environment integrated with HxGN SDx, the Restore as Copy mode will also remove all previously shared objects and drawings.

    • Refer to the Restore Command section in the 13.1 Project Management documentation.

  7. Using a 13.1 workstation with Project Management installed, restore the remaining Smart 3D configuration onto the server.

    • Use the Restore command to restore the Model(s) to the restored Site if they will keep their original names after ensuring that they are already deleted from the original Site.

    • Use the Restore as Copy command to restore the Model(s) if one of these two situations apply:

    1. One or more Models need to be renamed.

    2. The Catalog must be copied and renamed because it is shared by a Model which is not upgraded.