Tracer ES Software Installation Guidetrane.hhbc.com/TracerES/Help/en-US/InstallationGuide.pdf · Installation Guide October 2011 BAS ... Tracker, Tracer SC, or other BACnet controller

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Tracer ES™ Software

Version 3.5

Installation Guide

October 2011 BAS-SVN05D-EN

Copyright

© 2011 Trane All rights reserved

This document and the information in it are the property of Trane and may not be used or reproduced in whole or in part,without the written permission of Trane. Trane reserves the right to revise this publication at any time and to make changesto its content without obligation to notify any person of such revision or change.

Trademarks

Trane and its logo are trademarks of Trane in the United States and other countries. All trademarks referenced in thisdocument are the trademarks of their respective owners.

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Table of Contents

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Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

What is Tracer ES Software? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Where to Install Tracer ES Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4System Requirements and Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Dell Premier Tracer ES Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Upgrade Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

New Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Initial System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Information Needed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Supporting Software for Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . 10Server Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.Net Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Supporting Software for Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . 10Microsoft IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

SQL Express Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Database Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Create the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Create the Database Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Populate the Database with Initial Values . . . . . . . . . . . . . . . . . . . . . . . . . 15

Install Tracer ES Program Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

After Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Start or Stop the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Log in to Tracer ES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Submit a License Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Install the License Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Introduction

Introduction

This guide provides detailed instructions and other information for installing, starting, and licensing Tracer ES Version 3.5software. It also provides information about related applications and services that may also need to be installed, set up,or configured.

What is Tracer ES Software?

Tracer ES software is a Web-enabled daily operator tool for multiple building facilities. Its adherence to IT standardsenables Tracer ES to integrate building systems into a cohesive enterprise-wide system using open standards. It is easilyadded to new or existing Tracer Summit, Tracker, Tracer SC, or other BACnet controller installations on BACnet/IPnetworks. After Tracer ES is installed and configured, building operators and administrators can access the server fromthe local network or the Internet to monitor and control the building system.

Where to Install Tracer ES Software

Tracer ES software must be installed on a server-class computer that meets or exceeds the “System Requirements andSpecifications,” p. 5. The sever should have fire-wall protected access to the BACnet/IP network and the local- or wide-area network to which users have access. Figure 1 shows a simplified Tracer ES configuration.

Figure 1. Simplified Configuration

Customer PC

Server with Tracer ES software

Firewall

Local area network, or intranet

BACnet/IP

BACnet/IP

BACnet/IP

BACnet system

BCU

Tracker

Gateway

BACnet/IP

Other, proprietary

Tracer SC

BACnet/IP

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Introduction

System Requirements and Specifications

This table shows the minimum requirements and specifications for the Tracer ES server.

Dell Premier Tracer ES Server

For customers who want to purchase a new server for Tracer ES, Trane has an agreement with Dell to sell servers to runTracer ES. To find out more about these servers, go to the Dell Premier web site (premier.dell.com) or call the Dell AccountManager at (United States) 800-274-3355. The server models at the site have been selected based upon Tracer ESrequirements.

Note: Customers can also purchase Tracer ES Express pre-packaged server which is available through the Trane orderingand sales system. The Tracer ES Express server comes with Tracer ES and SQL Express pre-installed andconfigured.

CategoryRequirement for Installations using SQL Express

Requirement for Installations using Full SQL Server

Licensing By Connected System-Level BACnet Panel

By Connected System-Level BACnet Panel

Maximum # of Connected BACnet Panels 5 10,000

Client Browsers SupportedMicrosoft Internet Explorer 7; Mozilla Firefox 3.0 (or higher); Apple Safari 3.0 (or higher)

Microsoft Internet Explorer 7; Mozilla Firefox 3.0 (or higher); Apple Safari 3.0 (or higher)

Server:

Server Type Tower Tower or rack-mount

Processor Dual Core Processor Quad Core Processor

Memory 4 GB Memory 4 GB Memory

Hard Drive Minimum 25 GB Minimum 73 GB

RAID No RAID minimum RAID 5 minimum

Configuration Combined Multiple Options

Operating System Microsoft Server 2003(a) or Microsoft Server 2008

(a) Microsoft Server 2008 is recommended. Instructions in this guide are based upon Microsoft Server 2008.

Microsoft Server 2003/2008

Internet Information Services (IIS) IIS 6.0 (or higher) IIS 6.0 (or higher)

Software Requirements Microsoft SQL Express 2005 Microsoft SQL Database 2005/2008

Remote Access

Web UI: Via IP Connection Via IP Connection

Server Via IP Connection (VPN Recommended0 Via IP Connection (VPN Recommended)

Network Topology Ethernet/IP Ethernet/IP

Network Architecture See Figure 1 See Figure 1

Network Utilization Low (see IT FAC Sheet BAS-SLB014-EN) Low (see IT FAC Sheet BAS-SLB014-EN)

Protocols Supported BACnet (ASHRAE Std 135-2004) BACnet (ASHRAE Std 135-2004)

Database Supported Microsoft SQL Express 2005 (4 GB maximum database size allowed)

Microsoft SQL Database 2005/2008 (unlimited database size allowed)

Security SSL and Tracer ES™ controlled security with encrypted passwords

SSL and Tracer ES™ controlled security with encrypted passwords

Number of Users 30 concurrent users 100 concurrent users

Technology Platform .NET Framework 3.5 .NET Framework 3.5

Languages Supported English English

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Upgrade Installation


Note: These instructions apply to upgrading from version 2.5 or 3.0 only. To upgrade from an earlier version, refer to theTracer ES release notes or contact Technical Support for assistance.

Complete this procedure if you are installing Tracer ES software on a server that already has a previous version of TracerES Installed. The installation program will automatically make changes to a previous version of the Tracer ES databaseto make it compatible with the latest version of the software.

Important: You will be required to provide the SQL database administrator login name and password. Do not beginthe upgrade until you are able to provide the login credentials.

To upgrade the Tracer ES software installation:1. If the Tracer ES installation disk is not already inserted in your disk drive, insert it now and wait for the Autorun

program. If the Autorun program does not start automatically, browse to My Computer, right-click on the disk drive,and then select AutoPlay. The Welcome Screen appears.

Figure 2. Welcome Screen

2. Click Next. The Installer will find the current installation, and the Database Upgrade screen appears.

Figure 3. Database Upgrade Screen

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3. On the Database Upgrade screen:• Verify the database server name.• Verify the database name, typically “TracerES.”• Select one of the two options for automatically upgrading the database. In a typical upgrade, both Upgrade this

database... and Backup this database... are selected. If you have reason to believe that your database cannot beautomatically updated, select Do not upgrade.... You will need to manually update the database after programinstallation.

• Click Next.The Database Upgrade Authentication screen appears.

Figure 4. Database Upgrade Authentication screen

4. On the Database Upgrade Authentication screen:• Select Windows authentication... to use your Windows login credentials to authenticate your access to the Tracer

ES database. Choose this option if you are typically able to make changes to the database structure without needingto login using a different administrator account.

• Select Server authentication..., and then specify the Login ID and Password to be used to log in to the database.Choose this option if you know that you need to use a different administrator account to and make changes to thedatabase.

The Ready to Install the Program screen appears.

Figure 5. Ready to Install the Program screen

5. Select Start Application Server when complete if you would like Tracer ES to start running immediately after theinstallation is completed; otherwise, you will need to start it separately.

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New Server Installation


This section, including [section names] applies to only servers on which there is no existing Tracer ES program installedand no Tracer ES database. If you are upgrading from an earlier version of Tracer ES, see “Upgrade Installation” on page 6.

Initial System Configuration

This subsection provides steps for setting up a new server running Window Server 2008 on which you plan to run TracerES software with a local SQL database. The instructions assume that the server operating system is a fresh out-of-boxinstallation and is being powered up for the first time. Skip any steps that have already been completed for this server.

Information Needed

Important: Your Windows Server Operating System must not be configured as a domain controller. Applying thedomain controller role prevents installing Tracer ES on that server.

Before you begin the configuration, get answers to the following questions from your IT organization:• What IP address, Subnet mask, and Default gateway will the server use?• What is the network name and workgroup name (if applicable) of the server?

Configuration

To configure the server:1. Power up the server with all of the peripherals connected.2. Set the new Administrator password and record it in a safe location. The Initial Configuration Tasks window appears.

Figure 6. Initial Configuration Tasks

3. Click Set time zone, and then complete the time zone and date and time settings according to your region.4. Click OK. You will return to the Initial Configuration Tasks window.5. Click Configure networking, and then complete the following steps:

a. Double-click Local Area Connection.b. In the Local Area Connection Status window, click Properties.c. On the Networking tab, double-click Internet Protocol Version 4 (TCP/IPv4).d. In the Internet Protocol Version 4 (TCP/IPv4) Properties window, select Use the following IP address, and then type

in each of the three addresses provided by the IT organization. If you do not know the correct IP Address, you cantemporarily use 172.16.1.82 or any other private address.

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Figure 7. Internet Protocol Version 4 (TCP/IPv4) General Properties

e. Click OK. You will return to the Local Area Connection properties.6. Remove the check mark from Internet Protocol Version 6 (TCP/IPv6).

Figure 8. Local Area Connection Properties (IPv6 Not Selected)

7. Click OK. You will return to the Initial Configuration Tasks window.8. Click Provide computer name and domain. The Computer Name tab on the System Properties window appears.9. Optionally, type a description in the Computer description field.10. Click Change. The Computer Name/Domain Changes window appears.11. Replace the text in the Computer name with the computer name provided by the IT organization.

Figure 9. Computer Name/Domain Changes

12. Click OK, and then reboot the server. Upon reboot, you return to the Initial Configuration Tasks window.13. Click Provide computer name and domain. The Computer Name tab on the System Properties window appears.

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14. Click Change. The Computer Name/Domain Changes window appears.15. Select Domain or Workgroup with the information provided by the IT organization.16. Click OK, and then reboot the server. Upon reboot, you return to the Initial Configuration Tasks window.17. Click Close.

Supporting Software for Windows Server 2008

Follow these instructions if you are installing Tracer ES on a new server running Windows Server 2008. See “.NetFramework” on page 10 for comparable instructions on Windows Server 2003.

Server Roles

1. Click Start, point to Administrative Tools, and then Click Server Manager. The Server Manager Tool appears.2. Click to expand Roles Summary.3. Click Add Roles.4. Read through the Before You Begin information, and then click Next. The Select Server Roles window appears.5. Select Application Server. The Add features required for Application Server box appears.6. Click Add Required Features. You return to the list of server roles.7. Select Web Server (IIS). The Introduction to Application Server window appears.8. Click Next. The Select Role Services screen appears.9. Locate and select IIS 6 Management Compatibility, and then click Next. The Confirm Installation Selections window

appears.10. Click Install.11. Wait for the installation to complete, and then click Close.

.Net Framework

If you are installing on Windows Server 2008, R2, the .Net framework 3.5 SP1 must be installed. It can also be installedusing the Server Manager tool. The installation file, which ends in dotnetfx35.exe can be found in the following locationon the Tracer ES 3.0 CD Rom: TracerES3.0\ISSetupPrerequisites

Supporting Software for Windows Server 2003

Follow these instructions if you are installing on a new or existing server running Windows Server 2003. See “SupportingSoftware for Windows Server 2008” on page 10 for comparable instructions on Windows Server 2008.

Microsoft IIS

Microsoft Internet Information Services (IIS) must be installed on your system for Tracer ES to work correctly.

Note: If you attempt to install Tracer ES using the .msi file on the installation disk, the installer will permit installationof Tracer ES without checking for Microsoft IIS.

If the installer does not find the required services installed, the screen shown in Figure 10 appears:

Figure 10. Install Shield Wizard - Microsoft IIS Required

(If a different screen appears, Microsoft IIS was found and does not need to be installed.)

After this message appears and you click OK, you will see an installation failure message. You must install IIS before youcontinue with Tracer ES installation.

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To install Microsoft IIS:

Note: Unless your server administrator copied the Windows Server installation files to an i386 or other directory on yourhard drive during operating system installation, you will need the operating system installation disk to install IIS.

1. Click the Start > Control Panel.2. Double-click Add or Remove Programs.3. Click Add/Remove Windows Components (see Figure 11).

Figure 11. Windows Components Wizard

4. Click Application Server, and then click Details (see Figure 12).

Figure 12. Application Server

5. In the Application Server Details window, click Internet Information Services (IIS), and then click Details (see Figure 13).

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Figure 13. Internet Information Server (IIS)

6. Click World Wide Web service, and then click Details (see Figure 14).

Figure 14. Internet Information Server (IIS)

7. Select WebDAV Publishing and World Wide Web Service, and then click OK.8. In the Internet Information Services (IIS) window, select Common Files and Internet Information Services Manager,

and then click OK.9. In the Application Server window, click OK.10. In the Windows Components window, click Next.11. Wait for the components to be installed.12. When prompted, insert the installation disk or browse to the installation files on your server or other location.13. Click Finish when prompted to close the window.

SQL Express Installation

Note: If SQL Server or SQL Express Server are already installed on your system, you can skip this section.

To install SQL Express on your server:1. Locate the SQL Express installation file (SQLEXPRWT_x64_ENU.exe) in the SQLExpress directory at the top level of

the Tracer ES installation media.

Note: As a best practice, store the installation file on portable media, such as a CD or USB flash media. Put the filein a folder with a meaningful name, so you can easily identify it if you need it in the future.

2. Run the installation file.

Note: The installation program may require you to install additional Windows operating system components if they havenot already been installed on your system.

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3. Read and click through the screens as appropriate. Typically, you can accept the default configuration options until youreach the Database Engine Configuration Screen.

Figure 15. Database Engine Configuration Screen

4. Select Mixed Mode, and then specify “Tracer E$” as the password.5. Complete the remaining confirmation screens, and then wait for the installation to complete.

Database Setup

These procedures must be performed before you install Tracer ES. Before you begin, verify the following:• You have a supported version of Microsoft SQL Server installed on your system.• You have a Tracer ES Version 3.5 installation media.• You are not performing an upgrade of Tracer ES. These instructions apply only to a new database. See “Upgrade

Installation,” p. 6.

Note: These procedures and the screen captures used are based on Windows Server 2008 operating system and SQLExpress 2008 database. There may be slight, undocumented differences between your installation and theinstallation shown if you are using a different database or operating system.

Create the Database

1. Click Start, and then point to All Programs. Point to Microsoft SQL Server 200X, and then click Microsoft SQL

Management Studio.2. In the Connect to Server window, complete the following tasks (see Figure 16):

a. In the Server type box, select Database Engine.b. In the Server name box, select the name of the database server (typically the name of the server you are using).c. In the Authentication box, select Windows Authentication.d. Click Connect.

Figure 16. Connect to Server

3. Under Object Explorer, right-click Databases. and then select New Database (see Figure 17).

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Figure 17. Create a new Database

4. In the New Database window, complete the following tasks:a. In the Database name box, enter:

TracerES

Note: You can choose any name you like for the database, but this procedure and the screen captures in thisdocument will use TracerES as the database name. If you choose a different name, substitute yourdatabase name where appropriate.

b. Click OK (not Add, which would begin to create another new database).5. Navigate to the newly created database to verify that it has been added. The new database should look like Figure 18.

Figure 18. Initial Database

Upon completion of these steps, the database shell is created, but its structure and Tracer ES initial values are not yet inplace.

Create the Database Structure

The database structure is provided on the installation disk. Complete the following procedure to apply the structure toyour database:1. On the File menu, point to Open, then click File....2. Locate and open the TracerES.db.create.sql file in the DBScripts directory at the top level of the Tracer ES installation

media. (Reconnect to the database engine, if prompted, to proceed.)3. Select the TracerES database.

Note: Step 3 is easy to miss. Be sure that the newly created database appears as shown in Figure 19.

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Figure 19. Select the New Database

4. On the Query menu, click Execute.5. In the Object Explorer sidebar, right-click the TracerES database, and then select Properties.6. Look under Database for the Size property. If the script was executed correctly, the size should be approximately 8 MB

as shown in Figure 20. If the size is closer to 3 MB, the script was not executed correctly: go back to the beginning ofthis procedure and try again.

Figure 20. Tracer ES Database with New Tables

Populate the Database with Initial Values

The initial values for the Tracer ES database are provided on the installation disk. Complete the following procedure toapply the initial values to your database:1. On the File menu, point to Open, then click File....2. Locate and open the TracerES.initial.data.sql file in the DBScripts directory at the top level of the Tracer ES installation

media. (Reconnect to the database engine, if prompted, to proceed.)3. Select the Tracer ES database.

Note: Step 3 is easy to miss. Be sure that the newly created database appears in the pull-down menu as shown inFigure 21.

Figure 21. Select the New Database

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4. On the Query menu, click Execute.5. In the Object Explorer sidebar, expand the TracerES database, and then expand Tables. There should be a list of tables

starting with dbo. as shown Figure 22.

Figure 22. Tracer ES Database with Correct Initial Data

6. After executing the two database scripts, the database tables should appear as in Figure 22. To perform this check:a. Expand Tables.b. Right-click LOV_TimeZone table, and then select Select Top 1000 Rows. You will see time zone data in the lower

right quadrant of the window as in . If the scripts were not executed properly, the table will either not be availableor will not contain any data.

If the table is not available or does not contain any data, go back and re-execute the scripts.

Install Tracer ES Program Files

After the SQL database is set up and Microsoft IIS is installed, you can install Tracer ES program files.1. If the Tracer ES Version 3.0 installation disk is not already inserted in your disk drive, insert it now and wait for the

Autorun program. If the Autorun program does not start automatically, browse to My Computer, right-click on the diskdrive, and then select AutoPlay.

2. On the Welcome screen, click Next. (See Figure 23.)

Figure 23. Welcome screen

3. On the Custom Setup screen, select the languages you want to install, and then click Next. (See Figure 24)

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Figure 24. Custom Setup - Languages

4. On the Default Language Setup screen, select the languages you want to appear as the default language, and thenclick Next.

5. On the Customer Information and Destination Folder screens, complete the fields according to your preferences, andthen click Next on each screen. (See Figure 25 and Figure 26.) Here is some additional information:• User Name is usually the name of the customer who owns or administers the software.• Organization is usually the company, agency, or other organization that owns the software and the building

network.

Figure 25. Customer Information screen

6. On the Destination Folder screen, accept the default destination folder (recommended) or select a different folder byclicking Change and specifying a different folder, and then click Next. (See Figure 26.)

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Figure 26. Destination Folder screen

7. On the IIS Configuration screen, complete the fields according to your preferences and click Next. (See Figure 27.) Hereis some additional information:• Under Select an existing website, select the website that you want users to use for connecting remotely to Tracer

ES.• Under Provide a virtual directory name, enter TracerES or another name if desired. Users will enter the name in the

address bar when remotely connecting to Tracer ES.• If you want to manually configure your Microsoft IIS settings, you can clear Automatically configure IIS. If you clear

the box, Tracer ES will not be available on the network until you manually perform the configuration.

Note: For Windows Server 2008, launch the TracerES.ServerEdition.Setup.2.0.XX.exe application by holding down theALT key and selecting the Run As “Administrator” option. This will ensure that the system information is properlypresented. That is, in the case where multiple web sites are available, only the default web site will appear if theinstallation Application is not run by an administrator.

Figure 27. IIS Configuration screen

8. On the Network Settings screen, select a network connection, specify the BACnet Device Instance, and then click Next.(See Figure 28.) Here is some additional information:• The network connection is identified by its connection name, IP address, and the name of the network interface

adapter installed.• The BACnet Device Instance is a unique number that the BACnet network uses for routing alarms from Tracer

Summit to Tracer ES.

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Figure 28. Network Settings screen

9. On the Database Settings screen, complete the fields according to the TracerES database and click Next. (SeeFigure 29.) Here is some additional information:• Database Server is the server name of the SQL server computer. If you are not sure of the name, open the SQL

Server Management Studio. The server name is shown on the Connect to Server window. If the SQL ServerManagement Studio is already running the server name is at the top level of the navigation tree, and on the titleof the database when selected.

• Database Name is the name of the Tracer ES database. It should be TracerES unless the database creator chose adifferent name during the procedure: “Create the Database,” p. 13.

• Select Windows authentication... to use your Windows login credentials to authenticate your access to the TracerES database. Choose this option if you are typically able to make changes to the database structure without needingto login using a different administrator account.

• Select Server authentication..., and then specify the Login ID and Password to be used to log in to the database.Choose this option if you know that you need to use a different administrator account to and make changes to thedatabase.

Figure 29. Database Settings screen

10. On the E-mail Settings screen, complete the fields according to your e-mail system and click Next. (See Figure 30.) Hereis some additional information:• If you do not want to use e-mail notification from Tracer ES, clear Enable E-mail services. The rest of the screen can

be ignored.• If you do want to use e-mail notification, select Enable E-mail services and complete the rest of the screen with

information about the e-mail account you will use. These settings are the same as you would find in setting up anylocal e-mail client. The e-mail service provider, whether internal or external, must have created the account andshould be able to provide the necessary information.

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After Installation

Figure 30. E-mail Settings screen

11. On the Ready to Install screen, select or clear an option as desired, and then click Next. (See Figure 31.)• Select Start Application Server when complete if you would like to run the Tracer ES server as soon as installation

is complete.• Clear Start Application Server when complete if you prefer to start the server manually after installation.

Figure 31. Ready to Install screen

12. Wait for the installation to complete.13. When the InstallShield Wizard Completed screen appears, click Finish.

After Installation

Start or Stop the Server

The Tracer ES server runs as a service.

To start or stop the service:1. Click Start, and then click Control Panel.2. Double-click Administrative Tools.3. Double-click Services.4. Select Trane TracerES Application Server service.5. Look in the Status column to determine whether or not the service is running. (See Figure 32.):

• Started means the service is running.• Stopped means the service is not running.

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After Installation

Figure 32. Services window

6. Choose an action:• To start the service, on the Action menu, click Start.• To stop the service, on the Action menu, click Stop.

The service may require several minutes to start or stop completely.

Log in to Tracer ES

You can use the built-in administrative account to log in to Tracer ES for the first time. This will permit you to confirm thatthe server is running as expected.

To log in to Tracer ES:1. Open one of the following web browsers:

• Microsoft Internet Explorer Version 7.0 or later.• Mozilla Firefox Version 3.0 or later.• Apple Safari Version 3.0 or later.

2. In the browser Address field, type in the address of the Tracer ES server. If you are logging in on the same computerwhereTracerESis installed,usehttp://localhost/VirtualDirectoryName (ProbablyTracerES).TheTracerESloginpageappears.

3. Type “TESAdmin” for User ID; “TES!234” for Password and click Login. See Figure 33.

Figure 33. Tracer ES Login page

4. Read the license agreement. You must scroll to the bottom of the agreement.5. Click Yes, I do accept and Continue to indicate your acceptance of the agreement. The Tracer ES Home page appears.

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After Installation

Figure 34. Tracer ES Home page

Licensing

You must have a site license installed before you can discover and manage any building panels. The process includes twomain steps:• Fill out and submit a license request.• Receive and install the license certificate.

Submit a License Request

The license request process creates a text file including customer information and the customer code provided to you byTrane when Tracer ES was purchased. You will not be able to complete the license request without the customer code.

To fill out and submit the license request:1. Log in to Tracer ES as an administrator. If the default administrative user profile has not been changed, the user name

is “TESAdmin”; the password is “TES!234.”2. Navigate to Administration / System Maintenance / Manage Tracer ES Licensing / Register Site License. (See

Figure 35.)

Figure 35. Register Tracer ES Site License page

3. Complete the Customer Information and the Customer Code. All fields with * are required.4. Click Next. A new page appears with instructions for obtaining the license certificate.5. After you have obtained and saved the license certificate to the Tracer ES server install the license certificate.

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After Installation

Install the License Certificate

1. Log in to Tracer ES, if necessary, and then navigate to Home / Administration / System Maintenance / Manage TracerES Licensing.

2. Click Upload License File. The Upload Tracer ES System License File page appears.

Figure 36. Upload Tracer ES System License page

3. Click Browse, and then locate and select the Lic.lic file.4. Click Finish. You should see the message !License File Uploaded Successfully.

BAS-SVN05D-EN 23

Trane optimizes the performance of homes and buildings around the world. A business of Ingersoll Rand, theleader in creating and sustaining safe, comfortable and energy efficient environments, Trane offers a broadportfolio of advanced controls and HVAC systems, comprehensive building services, and parts. For moreinformation, visit www.Trane.com.

Trane has a policy of continuous product and product data improvement and reserves the right to change design and specifications without notice.

We are committed to using environmentally

conscious print practices that reduce waste.

© 2011 Trane All rights reserved

BAS-SVN05D-EN 25 Oct 2011

Supersedes BAS-SVN05C-EN (30 Apr 2011)

Documents

Tracer ES Software Installation Guidetrane.hhbc.com/TracerES/Help/en-US/InstallationGuide.pdf · Installation Guide October 2011 BAS ... Tracker, Tracer SC, or other BACnet controller