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

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 13 to 14 on same server.

1. Uninstall all 13 Smart 3D Reference Data and Name Generator software.

2. Install the 14 Smart 3D Reference Data and Name Generator software on the servers.

   Installing the 14 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 13 workstation with Project Management installed, create a backup of the 13 databases. For assistance with the Backup command, refer to the Back Up and Restore Data section in the 13 Project Management.

2. Install the required 14 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 14 Intergraph Smart 3D Installation.

3. Install the 14 Smart 3D Reference Data and Name Generator software on the server that you want to relocate the database to.

   Installing the 14 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 14 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 14.

   • 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 14.

5. Using a 14 workstation with Project Management installed, run Database Wizard to restore the Site, run Database Wizard again to upgrade the Site, and run 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 13 production server.

   Refer to the Restore command section in the 14 Project Management documentation.

Case C. Restoring archived databases and upgrading them with only 14 software.

1. Install the required 14 database server Enterprise Platform software on the server, if not already done.

2. Install the 14 Smart 3D Reference Data and Name Generator software on the server.

   Installing the 14 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 14.

   • 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 14.

4. Using a 14 workstation with Project Management installed, run Database Wizard to restore the Site, run the Database Wizard again to upgrade the Site, and Project Management to restore Smart 3D configuration onto the server.

   Refer to the Restore command section in the 14 Project Management documentation.

Case D. Coexistence of 13 Smart 3D configurations on the same server.

• SQL Database Upgrades from Smart 3D version 13

• Smart 3D version 14 has new database server platform requirements different than the initial released version of 13. In order to have all sites on one server, the latest 13 Hot Fix and SQL platform requirements (that are the same as 14 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 14, and either Case A, B, or C should be used for all version 13 upgrades.

• Oracle Database Upgrades from Smart 3D version 13

  Smart 3D version 14 has new database server platform requirements different than version 13, so one server cannot have version 13 sites as well as version 14. Therefore, Case D does not apply to upgrading to version 14 on Oracle, and either Case B or C will be applied for all version 14 upgrades.

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 13 Site, Catalog and/or Model in the future.

2. Install the required 14 database server Enterprise Platform software on the server, if not already done.

3. Uninstall all 13 Smart 3D Reference Data and Name Generator software.

   Installing the 14 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 14 Smart 3D Reference Data and Name Generator software 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 14.

   • 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 14.

6. Using a 14 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. If you restore the Site from backup, you will also need to upgrade the Site to continue.

   Refer to the Restore command section in the 14 Project Management documentation.

7. Using a 14 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.

   3. Please note that 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 remove all previously shared objects and drawings.