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6.3SP2 PDF - GETTING STARTED

1. Create New Administrative User Once EnergyCAP finishes loading you should see the Users module with two default users named ECI and SYSTEM You may also see a pop up window named Checking Upgrade Availability EnergyCAP Inc will release periodic software updates to the EnergyCAP Enterprise client These updates must be manually installed Whether or not a client receives the Checking Upgrade Availability pop up window is EnergyCAP user specific so if a non administrative user un checks the box the administrative user will continue to receive the upgrade notifications if he or she has the box checked rs Fiane T anane F antsia Hai SES a E S e a AEE User Manager mb F A OOOO P OOO O Topet Pia S O O pan S l ECI EO Adarei FL Host Mode AOT Hid Hele FOOT STEH SVSTEM Secu fioc Mode ADOT Fico Hoda ADOT EnergyCAP ENTERPRISE E Dheth ihe bia ba oniba iho ma Ck Updated h Every iwa waske whan ysu n EregytAP n wi check for arr avulsele updates and amfor you of instalki procedures and new farea Ik ad nes mniomshcaby deasriosd er mataj the updater Please create an administrative user for your organization by clicking the New User button in the upper right corner of the screen 22D ee General Pennissiors Secunty User ID Password Full rane Actve Directory user do not enter password herel _ Siong password Requie password change upon next login P
2. Collation Recovery mode Compatibility lewel Other options ene as 24 Automatic z B d Pia Pi At this point your EnergyCAP database should be fully configured For more information regarding best practices for long term maintenance of your EnergyCAP database please consult the Database Maintenance section below Install EnergyCAP Enterprise Software Determine PCs for EnergyCAP Client Installation At this point the EnergyCAP database should be correctly set up and configured The next installation step is to determine the computers PCs upon which you will install the EnergyCAP Enterprise client EnergyCAP Inc recommends that users install EnergyCAP Enterprise on both the SQL Server database server hosting the EnergyCAP database and any application servers which will run EnergyCAP external tasks such as WthrTask and rpttsk which may be set up post installation ece_setup6 3 L exe 12 6 2012 4 15 PM Have an administrator complete the installation wizard upon each PC by running the installation package ece_setup 6 3 XX XX exe When finished you will be prompted to reboot your system Click OK to restart the computer EnergyCAP Enterprise client has now been installed but cannot yet connect to the EnergyCAP database Create Connection to EnergyCAP Database You must next set up an ODBC connection to the EnergyCAP database and then verify that EnergyCAP Enterprise is able to connect with that connecti
3. Cost Avoidance Repo Calendarized Reports F Year ToYear Reports Y Cost Avoidance Repa Cost Avoidance Repo 0 30 20 2 31334 PM 0 31 2012 42014 AF 0731 201 2 Bde Ahl 0730 201 2 01 06 Phi 030 20 2 1 4436 Ph Demand Profile By Yaa Analysis Reports w 1027 2 2 34246 Fh Monthh companson by Meter Year ToVear Reports Y 1072937 201 2 437 28 PM Cost Avoidance Summary By Aate Code Cost Avoidance Repol 10 29 2012 20 24 Pel Lise Avoidance Monthly Trend Coa Avoidance Repol Y 10 28 2001 2 10 1408 4M Line Item Urt Cost Biling Reports ca 101772012 1 15 20 Ph 7 OF Note The steps above have only retrieved a list of reports to install the reports have not been installed yet Update Reports for All Users If it is not already checked mark the checkbox named Update all users who share network report files This will ensure that reports will be updated for all users Note If you choose not to check the Update all users checkbox during report installation it will be necessary to update reports for each EnergyCAP user individually Also mark the checkbox named Include only new amp revised files to make sure you retrieve the most recent versions of all reports Your settings should be identical to the screenshot below l0 x Options Update all users who share network report files See Note Prompt before overmmbng hles M Unanstadl if report mists
4. Include All i Mote Each user must be updated with latest reports If report hies for all users are on a shared network dive check this box and all users Will be updated If each user shores report files on a local hard dive do mot check thie box Each user must nun this report update mea adh Complete Report Installation Once the checkboxes above have been checked click the OK button to begin the report installation New and updated report RPT files will be installed into the directory specified in the Reports Path and the reports will be registered in the database for the designated users SQL stored procedures to be used by the reports will also be installed directly into the EnergyCAP database While the reports are installing you may notice status messages being displayed at the bottom of the EnergyCAP window Report update status Cost Avoidance Manage Pre Executing update script Note Report installation may take several minutes if you have many users to update When the report update is complete click Close to exit the Log window All reports should now be installed and up to date Note When performing report updates on specific reports as opposed to a global report update please note that the reports are listed in order by modified date with the most recently modified reports displayed at the top of the list If the Include only new checkbox has been selected the report list will automa
5. File Edit View Project Debug Tools Window Community Help T New Query D BRS a Gado A Object Explorer A KXK 5QlQuerylsql 4 14 esuser 123 Connect AF uo TRS 777 EXEC CB ig ai Bia T Ei p _ Databases al GO a LQ Secunty 5 67 EXEC generateShillSummarylables GO LV i i ie D EXEC genarateGHACSummAryTables b I t View Pistory SQL Job 1 Update Staging Tables The staging tables as mentioned above provide quick access to the rollup information displayed by higher level nodes in the Facility and Cost Center trees in EnergyCAP Because the data in the lower level nodes is always changing the data for the upper level nodes necessarily changes as well Use the script in the box below as the content for your SQL Server job listing the SQL commands in the order given EXEC CB2 GO EXEC generateBillSummary Tables GO EXEC generateGHGSummary Tables SQL Job 2 Recalculate Calendarization amp Normalization EnergyCAP makes use of sophisticated calendarization and normalization of data to spread out utility data usage over the space of a calendar month normalized according to imported weather data and a baseline year To regenerate the tables which power calendarization and normalization use the script in the box below as the content for your SQL Server job EXEC regressandcalendarizeallmeters NULL 1 Note Weather data must exist in the database to perform this task You can schedule the auto
6. full logging when logging database actions This will reduce the size of the EnergyCAP database files making database backups more efficient To enable simple logging right click the database and click Properties to open the database settings d New Query j eae mae scrnpt Database as f matul Tasks r f Bb a baagi agi uw ih ET LEE Policies P U a e Facets f hi pf u a l Start PowerShell i a anh lentes Reports b E ib 4 i y or a Rename y oo ee Delete Security Next click the Options button and then choose Simple Recovery Model from the dropdown list Click OK to save the changes Si CREATE TABLE Account j T Database Properties ece_energycapinc Select a Poin Goud SS Soipt E Hep A Fies a egr Collation i F clic Recovery model AA Mirering Other options A Transaction Log Shipping s Al E Automatic n E ae ra rs At this point your EnergyCAP database should be fully upgraded For more information regarding best practices for long term maintenance of your EnergyCAP database please consult the Database Maintenance section below Install EnergyCAP Enterprise Software Determine PCs for EnergyCAP Client Installation At this point the EnergyCAP database should be completely upgraded The next installation step is to determine the computers PCs upon which you will install the EnergyCAP Enterprise client EnergyCAP Inc recommends that users instal
7. i Setup Reports L 0 Biling Reports 0 Budget Repeets H Channel Reports 0 Yea Totear Reports i Invoice Reports 9 Cost Avoidance Reports _ Report E Weather reports RON 2 Greenhouse Gas B Calendanzed Reports C Normalized Reports Saved Repot 0 Analysis Aepoils H Setup Reports 0 Biling Reports i Budget Flepeets Next click the Update Reports button in the top right corner of the Report Manager The Pick Reports to Install window will open Select the Web radio button in the top left corner and then click the Get Reports button The table in the bottom pane of the Pick Reports to Install window should be populated with the reports to install this may take a few minutes WM Pick Reports to Install 0 x eS 0 ate ri Options Update al users who share mebyeork report files see Note Prompt before overwriting files Uninstall report exists M include All W Incdude onk new amp revised hles Note Each user must be updated with latest reports If report files for al users are on a shared network dive check this box and al users ll be updated If each user shores report files on a local hard dive do not check this box Each user mA mun this repat update mdrvidualky P LAPFTSF I Cost Avoidance Repo 10 31 2012 2d Phi Savings In Penod Month companson by Building Month companson by Budding Cost Avoidance Summary By Vendor Use Avoidance Summary By kebs
8. 2 Create New Administrative User 5 2 Second Login amp Administrative Tasks 5 2 1 Import Greenhouse Gas Factors 5 2 2 Install ECE Audits 5 2 3 Import Custom Spreadsheets 5 2 4 Update ENERGY STAR Schema 5 2 5 Create Additional User Accounts 6 APPENDIX A EnergyCAP Enterprise Configuration Sheet Introduction This document contains instructions for installing EnergyCAP Enterprise ECE Release 6 3 with an ECl hosted database The instructions in this document apply to EnergyCAP licensees for whom ECI hosts their databases If you already have a version of EnergyCAP installed on your server then please do not use this document The document detailing the steps to perform an upgrade to EnergyCAP version 6 3 for self hosted clients is named EnergyCAP ECE 6 3 UPGRADE_EClIHost docx and can be found on our website here http www e nergycap com support releases energycap enterprise 6 3 released EnergyCAP Software Dependencies amp Requirements EnergyCAP Client Requirements PCs intended to run the installed EnergyCAP Enterprise client should satisfy the following hardware and software requirements for additional information please consult the topic EnergyCAP Enterprise System Requirements in the User Manual Minimum Hardware Requirements e 1 GHz processor minimum or faster recommended e 4 GB RAM minimum or more recommended e 100 MB free disk space minimum or more recommended for reports Additional Recommendation
9. Custom Spreadsheet templates This file is named ECAP_CustomSpreadsheets_v6_X_DBXX xml and is located in the EnergyCAP Enterprise installation folder In the window navigate to this folder and select ECAP_CustomSpreadsheets_v6_X_DB64 xml and click the Open button J EnergyCAP Enterprise 6 3 69 32 et Ee Name Date modified Audits 8 17 2012 10 23 AM i ECAP_CustomSpreadsheets_v6_2 DB64 xml 8 8 2011 9 27 AM H ECAP_EnergyStar xml 9 13 2012 3 56 PM EnergyCAP Enterprise will then import the Custom Spreadsheet templates When finished you should see several new nodes in the Spreadsheet Manager Custom Spreadsheets have now been installed and users may create new spreadsheets from these templates instructions are available in the User Manual asa the topic Designing a Custom Spreadsheet D O EH y TA E O a OO l G y E i Bil Meter Section Fe Sy Bill Summary Section A Budget Data Meter Section H Meter Channel Spreadsheet Update ENERGY STAR Schema To update the most recent ENERGY STAR schema for building submittal navigate to the Facility Manager under the Setup module Click the ENERGYSTAR button in the top right corner of the screen E H Sckdress bo ri nhen EMERG YS TAR results are sealable Subm nicimakon are Slate Subriial inforaion ard Shur Selite Buki Subrndtal BEVIAN Sep ganeg h Enter an email address to receive ENERGY STAR submission results You may use a distribution list
10. E User roles Ful Access Bill Entry Ony DlA Pe Arrar mhr Setup Network Share Location Choose a file server and a folder on that server to contain the EnergyCAP Enterprise report files These files will be shared over the Local Area Network LAN Record the file server name and the folder path in the EnergyCAP Configuration Worksheet Reference 8 When you have created the folder on the server have a system administrator give read write access to the folder for every Windows user in the organization which will be running EnergyCAP Update the Global Report Path To update the global Reports Path open EnergyCAP Enterprise and click Tools gt gt Global Options from the menu bar Click on the tg tab Unit System Processor Work Flow Wizard In the Reports tab is a setting named Reports path This setting specifies the folder path where the report files will be stored for use by EnergyCAP Report heading Reports path Web reports path Web reports datasource ok Cancel Help e G the value from the EnergyCAP Configuration Worksheet Reference 8 and paste it into the Reports path setting Click OK to save your changes At this point the global Reports Path setting should be configured and the EnergyCAP LAN reports may be downloaded and installed Note If the Reports icon is not among the available options under the Reporting menu bar you may be connected to t
11. EnergyCAP website Select the blank EnergyCAP database from the database dropdown list and execute the script by clicking the Execute button The query will create many tables and ensure that the esuser SQL User has the correct permissions to access the new database ae File Edit View Query Project Debug Took Window Community Help 12 New Qusa SL D D D patie as TEPI J j wu Connects SY S lo ae eS i men Pn 2 create ner ij F a oe j et i i iar fhai l i 7 ee a a ip E Databases a m O Database Snapshots g CREATE TZ m lal ere ADTect ha i Enable Simple Logging When the script has finished running update the settings for the EnergyCAP database so that it uses simple logging instead of full logging when logging database actions This will reduce the size of the EnergyCAP database files making database backups more efficient To enable simple logging right click the database and click Properties to open the database settings New Query I mhe script Database as a Ty Tasks b T E aa ae ba ma Policies d on mun Facets a a me ace Start PowerShell P enghtertee Reports b Rename Next click the Options button and then choose Simple Recovery Model from the dropdown list Click OK to save the changes Sj CREATE TABLE Account T Database Properties ece_energycapinc Sslectepam Ci Script TY Help
12. Enterprise Configuration Sheet Introduction This document contains instructions for upgrading to EnergyCAP Enterprise ECE Release 6 3 with a client hosted database The instructions in this document apply to EnergyCAP licensees who host their own databases on their own SQL Server instance If you have not yet installed a version of EnergyCAP or setup your EnergyCAP database then please do not use this document The document detailing the steps to perform a first time installation of EnergyCAP version 6 3 for self hosted clients is named EnergyCAP ECE 6 3 _FirstTimelnstall_ ClientHost docx can be found on our website here http www energycap com support releases energycap enterprise 6 3 released TO EnergyCAP Software Dependencies amp Requirements EnergyCAP Client Requirements PCs intended to run the installed EnergyCAP Enterprise client should satisfy the following hardware and software requirements for additional information please consult the topic EnergyCAP Enterprise System Requirements in the User Manual Minimum Hardware Requirements e 1 GHz processor minimum or faster recommended e 4 GB RAM minimum or more recommended e 100 MB free disk space minimum or more recommended for reports Additional Recommendations e Small font size e 1024x768 pixels desktop area Supported Operating Systems e Windows 7 e Windows XP Home Professional e Windows Vista Home Basic Business Ultimate e Windows 2
13. Enterprise installation Installation Complete the EnergyCAP Enterprise Configuration Sheet After reading completely through this install document please complete the EnergyCAP Enterprise Configuration Sheet found in the Appendix of this document Prompts to record specific values in this sheet as well as explanations of the values are scattered throughout the document When finished filling out the sheet you may review it with your EnergyCAP Project Manager to ensure that your understanding of the install and configuration steps is accurate and complete Setup EnergyCAP Database on SQL Server The EnergyCAP database will be accessed by the installed EnergyCAP Enterprise client This database can also optionally be accessed by EnergyCAP Online if purchased by the client Connect to the database server If SQL Server has been correctly installed on the database server intended to host the EnergyCAP database then Microsoft SQL Server Management Studio SSMS should be installed on the database server as well ri Microsoft SQL Server Manage ae File Edit View Debug Tools Window Community Help D New Query Ly i th fe Lo e Please use SSMS to access the SQL Server instance that will host the EnergyCAP database The name assigned to the EnergyCAP database can be found in the EnergyCAP Enterprise Configuration Sheet Reference 6 Microsoft SQL Server Manage File Edit View Debug Tools Window Community Help T1 New Que
14. User e2isnotis e2isnotis Password 6 EnergyCAP ece_energycapinc ece_ database Database Name name 7 ODBC Data Source energycapinc database name Name 8 Physical Location of fileShareSrv1 ece r ECE LAN Reports eports 9 ECE Administrative admin User 10 ECE Administrative admin Password Upgrading to Release 6 3 in Detail Self Host EnergyCAP EnergyCAP EnterpriseRelease 6 3 12 07 2012 Upgrade Instructions Client hosted Database Contents 1 Introduction 2 EnergyCAP Software Dependencies amp Requirements 2 1 EnergyCAP Client Requirements 3 Downloadable EnergyCAP Components 4 Installation 4 1 Complete the EnergyCAP Enterprise Configuration Sheet 4 1 1 Execute Database Upgrade Script 4 1 2 Enable Simple Logging 4 2 Install EnergyCAP Enterprise Software 4 2 1 Determine PCs for EnergyCAP Client Installation 4 3 Administrative Tasks 4 3 1 Import Greenhouse Gas Factors 4 3 2 Install ECE Audits 4 3 3 Import Custom Spreadsheets 4 3 4 Update ENERGY STAR Schema 5 Post Installation Tasks 5 1 Download amp Install Reports 5 1 1 Download Reports to Install 5 1 2 Update Reports for All Users 5 1 3 Complete Report Installation 5 2 Configuring Report Distribution 5 2 1 Configure rpttsk exe 5 2 2 Target rottsk exe with a Windows Scheduled Task 5 3 Configuring Automatic Weather Data Import 6 Database Maintenance 6 1 1 Create SQL Server Jobs 7 Installing EnergyCAP Online 8 APPENDIX A EnergyCAP
15. for this email address if you desire E Mail Address to noty when ENEAGYSTAR resus are avedable teshi tectcom Submittal informabon and Status mo i Ot ow wT om gt So ee To apply the ENERGY STAR schema click the Apply Update button in the bottom left corner of the pop up window W Only submit buildings having new edited bills since last subm Services energycap conrenengystar d0 Apply Update e The update should occur very quickly When the update is finished the Apply Update button will disappear amp WM Only submit buildings having new edited Services enengpcap com enengyetar 80 bills since last submittal SS Note The Apply Update button will reappear whenever a new version of the ENERGY STAR schema is published Create Additional User Accounts You may create additional EnergyCAP users following the same procedure used to create the administrative user in 5 1 2 above You may use the Permissions tab to control user access and read write permissions for more details please visit the Assigning Custom Permissions to a User topic in our User Manual hi APPENDIX A EnergyCAP Enterprise Configuration Sheet This is a place to store all of the information you will need for your EnergyCAP Enterprise installation Please contact your project manager or sales contact with questions Suggested default values are included in the table below Reference Item 1 User Number 2 Val
16. full instructions for creating a Windows Scheduled Task but the following steps should suffice Create a new Windows Scheduled Task and schedule the Trigger to run Daily Have the Task Start a program and provide the full path to the rpttsk exe file If you wish you may add the optional parameters provided by rpttsk exe to create a log file containing a summary of the actions performed by rpitsk Coated a Start a Program Creste a Basic Task Trigger Program seript Daily CA Program Files x86 EnergyCAP Enterpriserpttsk exe Browse Acton Start a Program Add arguments optional Finish Start in optional Review the scheduled task to ensure that the file path s and parameters are correct and click the Finish button to create the task At this point rpttsk should run every day and generate daily emails to the distribution lists which you have set up with the reports attached as PDF files You may wish to test the scheduled task and any report batches by clicking the Email Now button in the Report Email Setup Wizard to prime the report batch for execution and by running the scheduled task If emails are received by the distribution list then rpttsk exe is setup correctly Configuring Automatic Weather Data Import Some of the most powerful analysis features in EnergyCAP Enterprise make use of weather data such as degree days per day Weather data can be manually entered but it is far more efficient
17. seAudit_ 0000 NewOLL Found containing 22 BILL_USE_HILO 2001 0 024uditBillUseHi Lo_O001 NewOLl Found containing 25 BILL_PRO_ADC 2001 07 024yqD ailpCost4udit_OO001 NewOLb Found containing S0_BILL_AYUNTCST 2001 07 02B ilAygU ritCost4udit_OO0001 NewDLL Found containing 27 BILL CST HILO 2001 07 O26illCostHi LoAuditor OO001 NewDLL Found containing 33 MULT BILL PD 2001 07 026 ilMult PO Audit OO001 NewOLL Found containing 32 BILL OVERLAP 2001 0F 026 lO verlap udit_ OO001 NewDLL Found containing 29 BILL S4 amp ME ADU 2001 07 0255 ameUlse4D UAudit_ 00001 NewOLL Found containing 31 UNIT CST HILO 2001 OF O26 ll nitCostHi Lo uditor OO001 NewDLL Found containing 28 BILL USE ERO 2001 07 028 ll seero4udit_QU001 Now all audits should appear in the list when creating new Audit Groups and new Audits gi EnergyCAP Ent Edit Tools Audit Favorites Hel 01 Billing Period Is Too Long File a Ned oh Pa BR Billing Period Is Too Short 03 Cost Duplicates Last Bill 04 Duplicate Invoice Numbers 05 Gap In Billing Dates 06 Billing Ends After Today 07 Abnormal Bill Due Date Col 08 Possible Estimated Bill 09 Use Day Exceeds Last Year Charts Import Custom Spreadsheets To import EnergyCAP Custom Spreadsheet templates navigate to the Spreadsheet Manager located in the Analysis module Click File gt gt Import from the menu bar and the Open window will appear prompting you for the XML file containing the
18. to import weather data automatically using one of EnergyCAP s external tasks This section will deal with configuring WthrTask exe an external scriptable task which automatically imports weather data into EnergyCAP Much like rpttsk discussed above in 5 3 2 WthrTask must be targeted with a Windows Scheduled Task EnergyCAP Inc recommends that weather data be imported on a nightly basis so the task must recur daily Unlike rottsk WthrTask requires a number of command line parameters shown below _ es The usage ts Wthrlask d dsn u user p pwd where d dsn ODBC data source name U user system user id p pwd system passwd filename log file name To use WthrTask an ODBC datasource must be created which points to the EnergyCAP Enterprise database Note You may have already created this ODBC connection in 3 3 2 above Once this connection is in place WthrTask can be called with a command similar to that shown in the box below The d parameter corresponds to the ODBC data source name and the u and p parameters correspond to References 9 and 10 from the EnergyCAP Enterprise Configuration Sheet c gt cd C Program Files x86 EnergyCAP Enterprise 6 3 C Program Files x86 EnergyCAP Enterprise 6 38 gt WthrTask exe d ecapinc u ecuser p abc123 C Program Files x86 EnergyCAP Enterprise 6 3 gt Note Results for WthrTask exe are best if the script file or Scheduled Task first changes di
19. which file s to import consult your project manager Note You may download the GHG factors file from the following web address http Awww energycap com support r eleases energycap enterprise 6 3 released Install ECE Audits To install EnergyCAP Enterprise audits navigate to the Audit Manager by clicking Audits under the Analysis module Select Audits gt gt Install from the top menu bar and begin to follow the prompts New Delete b Execute This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Remove orphans This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Remove orphans Results NewOLl Found containing 2 BILL_GDEM_HILO 2001 06 294ud tB ill ermHi Lo_OO01 NewOLl Found containing 26 6B PERIOD ADU 2001 06 294vaD ailyU seAudit_OO001 NewOLl Found containing 22 _BILL_USE_HILO 2001 07 024uditBill seHi Lo_O001 NewOLl Found containing 25 BILL_PRD_ADC 2001 07 024vgD ailpCost4udit_OO001 NewOLl Found containing SO_BILL_AYUNTCST 2001 07 02BillAygU nitCost4udit_OO001 NewDLL Found containing 27 BILL CST HILO 2001 07 O26illCostHi LoAuditar OO001 NewDLL Fo
20. 003 Server Note Minimum system requirements may vary depending on the operating platform installation Desktop or Network and the anticipated size of the organization database Please contact EnergyCAP Inc with specific questions regarding your implementation Downloadable EnergyCAP Components The files needed to install EnergyCAP Enterprise are located on the EnergyCAP Releases web page at the following URL http www energycap com support releases energycap enterprise 6 3 released Click the Download the new release link and save the installation file ece_setup6 3 XX XX exe to the computer desktop This file contains the components to install the latest build of EnergyCAP Enterprise wa Resales U Lop Home a F ri e rgycA r Support E About Us Contact Us Support Options Enterprise Halp Videos Express Help Videos Tr ning Sample Repor Viewer License Validation Releases Report Updates Ea EnergyCAP Enterprise 6 3 Released Express paieeg at 03 26 PM Lnline EnergycAP Enderprise 6 3 has been released with significant enhancements for all denis This is also a cumulative release incorporating all bug fixes and improvements of release 6 2 senice Packs SP 1 SPZ SPS and SP 4 If you are current implementing BnengylAP amd are hosted on staging energrcap com pease Speak wiih your EnergylaAP Project Manager before upgrading TEmergyvcarP bic hosts your database please download the
21. 1 SQLSERV Instance Name ER 4 SQL Server User esuser esuser Name 5 SQL Server User e2isnotis e2isnotis Password 10 EnergyCAP Database Name ODBC Data Source Name Physical Location of ECE LAN Reports ECE Administrative User ECE Administrative Password ece_energycapinc ece_ database name energycapinc database name fileShareSrv1 ece r eports admin admin
22. 2 42014 AF 0731 201 2 Bde Ahl 0730 201 2 01 06 Phi 030 20 2 1 4436 Ph Demand Profile By Yaa Analysis Reports w 1027 2 2 34246 Fh Monthh companson by Meter Year ToVear Reports Y 1072937 201 2 437 28 PM Cost Avoidance Summary By Aate Code Cost Avoidance Repol 10 29 2012 20 24 Pel Lise Avoidance Monthly Trend Coa Avoidance Repol Y 10 28 2001 2 10 1408 4M Line Item Urt Cost Biling Reports ca 101772012 1 15 20 Ph 7 OF Note The steps above have only retrieved a list of reports to install the reports have not been installed yet Update Reports for All Users If it is not already checked mark the checkbox named Update all users who share network report files This will ensure that reports will be updated for all users Note If you choose not to check the Update all users checkbox during report installation it will be necessary to update reports for each EnergyCAP user individually Also mark the checkbox named Include only new amp revised files to make sure you retrieve the most recent versions of all reports Your settings should be identical to the screenshot below l0 x Options Update all users who share network report files See Note Prompt before overmmbng hles M Unanstadl if report mists Include All i Mote Each user must be updated with latest reports If report hies for all users are on a shared network dive check th
23. AD eC VITOS TSC CIES fe te ese tc Sica hc Shel ap etd cece E EE VE ch Sy eee Ahaha cc ens V ach She en Lea T te a eal a oh eae che NM EEEE arc ied etd ete aos Meg 2 1 1 Installing Release 6 3 for the First Time ECI Hosted 0 eee teen eens 2 1 2 Upgrading to Release 6 35Fr2 ECHOSIED vereren hhh ead ctw dee Mecca eth head ates BS Node te Ped Scone ete ees 13 2 Oe ROSEN CIES reire dree e Bk nS ett ea eae es aac ee Gs Se ey oh ah a tes ANE oS hea E deg Rican 20 2 1 Upgrading to Release 6 3 from 6 2 or older Self Hosted 0 0 eee 21 2 2 Upgrading to Release 6 3 SP2 from 6 3 Self Hosted nnana annann eee eee ee eee eens 24 2 3 Installing Release 6 3 for the First Time Self Hosted 00 eee nets 26 2 4 Upgrading to Release 6 3 in Detail Self Host n nonn nannaa eect el teeters pobre Peed cee ted Cd Se 53 ECI Hosted Clients Installing Release 6 3 for the First Time ECI Hosted EnergyCAP EnergyCAP EnterpriseRelease 6 3 12 07 2012 Installation Instructions ECl hosted Database Contents 1 Introduction 2 EnergyCAP Software Dependencies amp Requirements 2 1 EnergyCAP Client Requirements 3 Downloadable EnergyCAP Components 4 Installation 4 1 Complete the EnergyCAP Enterprise Configuration Sheet 4 2 Install EnergyCAP Enterprise Software 4 2 1 Determine PCs for EnergyCAP Client Installation 5 Initial Launch of EnergyCAP Enterprise 5 1 Initial Login 5 1 1 Software Validation 5 1
24. Custom Spreadsheets into EnergyCAP a b C Browse to the program directory and select the xml file you wish to import The file associated with Navigate to the Spreadsheet Manager click Analysis gt Custom Spreadsheets The Spreadsheet Manager will be displayed Right click on any spreadsheet node in the Custom Spreadsheets tree Choose Import from XML Or click Import from the File menu The Open window will appear this release is ECAP_CustomSpreadsheets v6 2 DB64 xml After selecting the desired file click the Open button Repeat steps d and e for the second XML file named ECAP_EnergyStar xml Note The import process will import the spreadsheet design including filters and output columns to the new database The list of available soreadsheet templates will be updated with the options 3 Update GHG factors EnergyCAP has provided an updated file containing updated GHG factors used in calculating emissions throughout the application a b C d Download the GHG file to your computer from the release notes page From the Facility Manager top menu click Greenhouse Gases and select the Import GHG Factors option from the drop down menu From the Open window select the GHG emission factor file Click Open The factor selected will be imported Congratulations You have completed the installation Please read the Release Notes web page to familiarize yourself with the changes Installing Release 6 3 for t
25. Get Reports button Wait for file download it may take a few minutes When ready the Pick Reports to Install window will be populated with report names Ensure that checkbox settings for Options match those on the image above check the Update all users checkbox and the Include only new amp revised files checkbox Note If you fail to check the Update all users checkbox during the initial report update it will be necessary to update reports for each EnergyCAP user individually Reports are listed in order by Modified date latest at the top The report list will automatically default to include only reports that are new or have been revised since the last report update Click OK to begin the report installation process New and updated report RPT files will be installed into the directory specified in the Reports Path and the reports will be registered in the database for designated user s Report stored procedures will be updated in the database Note This process may take a long time if you have many users to update When the report update is complete click Close to close the Logwindow Reminder If all users are accessing the same common Reports Path on a shared network folder no further action is required assuming that reports were installed with the Update all users checkbox option However if any users access reports from a Reports folder on their local hard drive the reports installation must be repeated on th
26. Hi Lo uditor OO001 NewDLL Found containing 28 BILL USE ERO 2001 07 028 ll seero4udit_OQU001 Now all new audits should appear in the list when creating new Audit Groups and new Audits File Edit Tools Audit Favorites Hel 01 Billing Period Is Too Long eee tae amp o amp 5 02 Billing Period Is Too Short l 03 Cost Duplicates Last Bill 04 Duplicate Invoice Numbers 05 Gap In Billing Dates 26 06 Billing Ends After Today Lad 07 Abnormal Bill Due Date 08 Possible Estimated Bill 09 Use Day Exceeds Last Year Import Custom Spreadsheets To upgrade EnergyCAP Custom Spreadsheet templates navigate to the Spreadsheet Manager located in the Analysis module Click File gt gt Import from the menu bar and the Open window will appear prompting you for the XML file containing the Custom Spreadsheet templates This file is named ECAP_CustomSpreadsheets_v6_X_DBXX xml and is located in the EnergyCAP Enterprise installation folder In the window navigate to this folder and select ECAP_CustomSpreadsheets_v6_X_DBXX xml and click the Open button e Look in EnergyCAP Enterprise 6 3 69 32 f e E Mame Date modified 6 17 2012 10 23 AM ECAP CustomSpreadsheets vo_2 DB64 xml 6 6 2011 9 27 AM _ ECAP_EnergyStar xml 5 15 2012 3 56 PM 4 File name ECAP CustomSpreadsheets_v6_2 DBG4 xml Files of type XML files xml EnergyCAP Enterprise will then import the Custom Spreadsheet templates W
27. Report E Weather reports RON 2 Greenhouse Gas B Calendanzed Reports C Normalized Reports Saved Repot 0 Analysis Aepoils H Setup Reports 0 Biling Reports i Budget Flepeets Next click the Update Reports button in the top right corner of the Report Manager The Pick Reports to Install window will open Select the Web radio button in the top left corner and then click the Get Reports button The table in the bottom pane of the Pick Reports to Install window should be populated with the reports to install this may take a few minutes WM Pick Reports to Install 0 x eS 0 ate ri Options Update al users who share mebyeork report files see Note Prompt before overwriting files Uninstall report exists M include All W Incdude onk new amp revised hles Note Each user must be updated with latest reports If report files for al users are on a shared network dive check this box and al users ll be updated If each user shores report files on a local hard dive do not check this box Each user mA mun this repat update mdrvidualky P LAPFTSF I Cost Avoidance Repo 10 31 2012 2d Phi Savings In Penod Month companson by Building Month companson by Budding Cost Avoidance Summary By Vendor Use Avoidance Summary By kebs Cost Avoidance Repo Calendarized Reports F Year ToYear Reports Y Cost Avoidance Repa Cost Avoidance Repo 0 30 20 2 31334 PM 0 31 201
28. SQL script database upgrade per instructions 3 Execute the Setup file to install EnergyCAP Release 6 3 on each workstation 4 Use one workstation to perform Post Installation Actions e Update Reports e Update Custom Spreadsheet e Update GHG factors Follow all of the steps indicated below for each process Some steps may require IT assistance Database Upgrade Prerequisites 1 Database Backup Before updating your EnergyCAP database back up the database to a secure location Caution Failure to properly back up your database before upgrading is not covered by normal technical support If an upgrade fails and you cannot restore a current backup there will be an hourly expense charge for any support requests for database repair associated with the upgrade 2 SQL Server 2005 or greater EnergyCAP no longer supports SQL Server 2000 The database must be upgraded to at least SQL Server 2005 EnergyCAP Enterprise Installation Procedure Install the new EnergyCAP software application on user workstations using the Setup file provided 1 If you have not already done so download all required installation files and installation instructions per the instructions in Release Notes 2 Double click the Setup file to run the installation 3 Follow the installation wizard prompts to complete the installation a You can install Release 6 3 SP1 in the same program folder as your previous 6 3 release recommended b Accept setup default options Th
29. Subriial inforaion ard Shur Selite Buki Subrndtal BEVIAN Sep ganeg h Enter an email address to receive ENERGY STAR submission results You may use a distribution list for this email address if you desire E Mail Address to noty when ENEAGYSTAR resus are avedable teshi tectcom Submittal informabon and Status mo i Ot ow wT om gt So ee To apply the ENERGY STAR schema click the Apply Update button in the bottom left corner of the pop up window W Only submit buildings having new edited bills since last subm Services enerovcap comrenengystar 80 CoD The update should occur very quickly When the update is finished the Apply Update button will disappear lt imm a if Only submit buildings having new edited bills since last submittal Services enengpcap com enengyetar 80 Note The Apply Update button will reappear whenever a new version of the ENERGY STAR schema is published hi APPENDIX A EnergyCAP Enterprise Configuration Sheet This is a place to store all of the information you will need for your EnergyCAP FIKEI EE installation Please contact your project manager Tech Support _ or sales contact with questions Suggested default values are included in the table below Reference Item Sample Value Suggested Default Client Value 1 User Number 12345 Assigned by ECI 2 Validation Code XX XXXX XXXX XX Assigned by ECI X 7 ODBC Data Source energycapinc database name Name 8 Physi
30. al tasks This section will deal with configuring WthrTask exe an external scriptable task which automatically imports weather data into EnergyCAP Much like rpttsk discussed above in 5 3 2 WthrTask must be targeted with a Windows Scheduled Task EnergyCAP Inc recommends that weather data be imported on a nightly basis so the task must recur daily Unlike rottsk WthrTask requires a number of command line parameters shown below _ es The usage ts Wthrlask d dsn u user p pwd where d dsn ODBC data source name U user system user id p pwd system passwd filename log file name To use WthrTask an ODBC datasource must be created which points to the EnergyCAP Enterprise database Note You may have already created this ODBC connection in 3 3 2 above Once this connection is in place WthrTask can be called with a command similar to that shown in the box below The d parameter corresponds to the ODBC data source name and the u and p parameters correspond to References 9 and 10 from the EnergyCAP Enterprise Configuration Sheet c gt cd C Program Files x86 EnergyCAP Enterprise 6 3 C Program Files x86 EnergyCAP Enterprise 6 38 gt WthrTask exe d ecapinc u ecuser p abc123 C Program Files x86 EnergyCAP Enterprise 6 3 gt Note Results for WthrTask exe are best if the script file or Scheduled Task first changes directory to the EnergyCAP installation folder before calling the Wthrl
31. ally Reports are listed in order by Modified date latest at the top The report list will automatically default to include only reports that are new or have been revised since the last report update g Click OK to begin the report installation process New and updated report RPT files will be installed into the directory specified in the Reports Path and the reports will be registered in the database for designated user s Report stored procedures will be updated in the database Note This process may take a long time if you have many users to update When the report update is complete click Close to close the Logwindow Reminder If all users are accessing the same common Reports Path on a shared network folder no further action is required assuming that reports were installed with the Update all users checkbox option However if any users access reports from a Reports folder on their local hard drive the reports installation must be repeated on these individual user workstations leaving the Update all users checkbox unchecked Note Reports are updated monthly To keep up to date on what reports have been modified from month to month please see the online list at www EnergyCAP com reportupdates 2 Custom Spreadsheet Updates Spreadsheets are updated by importing the latest xml spreadsheet template file into EnergyCAP The new xml file was placed in the EnergyCAP program directory during the installation process To import the
32. are application on user workstations using the Setup file provided 1 2 3 O1 If you have not already done so download all required installation files and installation instructions per the instructions in Release Notes Double click the Setup file to run the installation Follow the installation wizard prompts to complete the installation a You can install Release 6 3 in the same program folder as your previous 6 2 release recommended b Accept setup default options The database engine option should remain unchecked c Click Finish You will receive a prompt to reboot your system when done Click OK to restart the computer After your PC has finished rebooting launch EnergyCAP Login via your usual procedure The new EnergyCAP release should load normally Click Help gt About to verify that you are using the most current release The version number of EnergyCAP 6 3 is 6 3 dd xxx where dd is the database version number and xxx is the number of the current build This concludes the EnergyCAP installation procedure Post Installation Actions These Post Installation Actions perform various database maintenance tasks and must be completed once from one workstation by a user with admin user rights in EnergyCAP There is no need to perform these tasks from each workstation 1 Report Updates Reports are updated by downloading the latest EnergyCAP report files Crystal Reports RPT files from the EnergyCAP w
33. ask command as shown in the example above Database Maintenance Your EnergyCAP database will quickly increase in size as data enters the system EnergyCAP Enterprise must maintain many of its database tables on a consistent basis and some of this maintenance can be resource intensive To properly maintain your EnergyCAP database by following EnergyCAP Inc best practices please follow the instructions below Create SQL Server Jobs In the EnergyCAP database are several tables which provide data to the EnergyCAP PowerViews Cost Avoidance custom spreadsheets reports and charts These tables are summary tables containing aggregated values which are periodically refreshed with up to date values as more detailed data flows into the system While these tables can be regenerated based on programmatic events such as user login see the User Manual for PowerView Refresh Options EnergyCAP Inc recommends that these tables be refreshed via automated SQL Server jobs Note It is assumed that the steps described below will be performed by a user having expertise with Microsoft SQL Server Note EnergyCAP Inc recommends that all jobs run nightly when there are no users using the system You will need to use SQL Server Management Studio to create automated SQL jobs for the following tasks on the SQL Server instance hosting the EnergyCAP database bo Microsoft SOL Server Studi File Edit View Project Debug Tools Window Community Help T New Que
34. assword expires alter fo days First enter the User ID and Full name for the administrative user and select a password Me Create User General Permissions Security User ID admin Password Next make the new user an Administrator by clicking the Permissions tab and selecting Administrator Full Access from the User roles dropdown list Click the Set button to activate the role and OK to save the new user E Create User General Permissions Security User role Sat to Administrator Full Acces v Custom settings Objects F lt f Application Select All Select None Once the user has been created log out of EnergyCAP You may now use your new administrative user to manage the users instead of the default system user Note For security you may wish to change the password for the default system user at this time Second Login amp Administrative Tasks Log into EnergyCAP Enterprise using the username and password for the administrative user you just created You must now perform a series of administrative tasks to install various additional EnergyCAP features Import Greenhouse Gas Factors To import Greenhouse Gas GHG factors into EnergyCAP for emissions calculations download the GHG factor files from our website or request the file from your project manager when you are ready to perform this step There are several XMLs in the ZIP so if you are not sure
35. cal Location of VileShareSrv1 ece r ECE LAN Reports eports 9 ECE Administrative admin User 10 ECE Administrative admin Password Self Hosted Clients test edit Upgrading to Release 6 3 from 6 2 or older Self Hosted Instructions for Upgrading to Release 6 3 from 6 2 EnergyCAP Enterprise Release 6 3 12 14 12 These instructions are for upgrading from EnergyCAP Enterprise Release 6 2 to Enterprise Release 6 3 witha client hosted database Note If you are upgrading from an EnergyCAP release other than Release 6 2 contact Technical support for upgrade assistance If you are not certain which Release is currently installed on your system login to EnergyCAP and click Help gt About The new release is 6 3 69 xxx where 69 is the database version and xxx represents the current build number 57 or higher Overview EnergyCAP Enterprise Release 6 3 installation is simple and quick Here is an overview of the upgrade process 1 Download the EnergyCAP Setup files see the Release Notesweb page 2 Back up your current EnergyCAP database to a safe archive location and then execute the SQL script database upgrade per instructions 3 Execute the Setup file to install EnergyCAP Release 6 3 on each workstation 4 Use one workstation to perform Post Installation Actions e Update Reports e Update Custom Spreadsheet e Update GHG factors Follow all of the steps indicated below for each process Some steps may require IT assista
36. cript Before continuing MAKE A BACKUP OF YOUR EXISTING DATABASE in case of an error in the Database upgrade process Open the SQL script named upgradeXXtoXX sql with SQL Server Management Studio this is the script you downloaded from the EnergyCAP website Select the EnergyCAP database from the database dropdown list and execute the script by clicking the Execute button The query will upgrade the EnergyCAP database to be compatible with the most recent installed client sof SO i sap E a lz ment stud File Edit View Query Project Debug Took Window Community Help z a a New OLUE arai M aomi THE t F i r e an Object Exprerer i d iiS AA i E O sql i ar 416 nakenew Connect S S i al 2 create ne j l ld _ Fig dii i ili aT a 3 Databases 4 System Databases 5i Database Snapshots E CREATE TI m lal ere ADPTect ada Verify that the script completed without any errors SQL Management Studio indicates the success or failure of a SQL Script at the bottom of the query messages window If the SQL script runs properly it should say the following Query executed successfully Enable Simple Logging Note This step is related to database maintenance and may have been performed during your original EnergyCAP database installation When the script has finished running update the settings for the EnergyCAP database so that it uses simple logging instead of
37. d above you are ready to proceed with the EnergyCAP Enterprise installation Installation Complete the EnergyCAP Enterprise Configuration Sheet After reading completely through this install document please complete the EnergyCAP Enterprise Configuration Sheet found in the Appendix of this document Prompts to record specific values in this sheet as well as explanations of the values are scattered throughout the document When finished filling out the sheet you may review it with your EnergyCAP Project Manager or a Technical Support staff member http support energycap com to ensure that your understanding of the install and configuration steps is accurate and complete Install EnergyCAP Enterprise Software Determine PCs for EnergyCAP Client Installation Determine the computers PCs upon which you will install the EnergyCAP Enterprise client Have an administrator complete the installation wizard upon each PC by running the installation package ece_setup 6 3 XX XX exe When finished you will be prompted to reboot your system Click OK to restart the computer EnergyCAP Enterprise client has now been installed but cannot yet connect to the EnergyCAP database Initial Launch of EnergyCAP Enterprise Administrative Tasks Log into EnergyCAP Enterprise using the username and password for an administrative user You must now perform a series of administrative tasks to upgrade various additional EnergyCAP features Import Greenhou
38. d tB ill emHi Le_OO01 NewOLL Found containing 26 B PERIOD ADU 2001 06 294y9D ailpU seAudit_ 0000 NewOLl Found containing 22 BILL_USE_HILO 2001 0 024uditBillseHi Lo_O001 NewOLl Found containing 25 BILL_PRO_ADC 2001 07 024yqD ailpCost4udit_OO001 NewOLl Found containing SO_BILL_AYUNTCST 2001 07 02 6 illAygl nitCest4udit_ OO001 NewOLl Found containing 21 BILL CST HILO 2001 07 02BillCostHi Loasuditar OOO NewDLL Found containing 33 MULT BILL PD 2001 07 026 ilMultPO Audit 0000 NewOLL Found containing 32 BILL OVERLAP 2001 07 026 lO verlap udit OO001 NewDLL Found containing 29 BILL S4 amp ME ADU 2001 07 0255 ameUse4D UAudit_ 00001 NewOLL Found containing 31 UNIT CST HILO 2001 OY 026 il nitCostHi Lo uditor OO001 NewDLL Found containing 28 BILL USE ERO 2001 07 028 ll seero4udit_OQU001 Now all new audits should appear in the list when creating new Audit Groups and new Audits File Edit Tools Audit Favorites Hel 01 Billing Period Is Too Long eee tae amp o amp 5 02 Billing Period Is Too Short l 03 Cost Duplicates Last Bill 04 Duplicate Invoice Numbers 05 Gap In Billing Dates 26 06 Billing Ends After Today Lad 07 Abnormal Bill Due Date 08 Possible Estimated Bill 09 Use Day Exceeds Last Year Import Custom Spreadsheets To upgrade EnergyCAP Custom Spreadsheet templates navigate to the Spreadsheet Manager located in the Analysis module Click File gt gt Import from the menu bar an
39. d the Open window will appear prompting you for the XML file containing the Custom Spreadsheet templates This file is named ECAP_CustomSpreadsheets_v6_X_DBXX xml and is located in the EnergyCAP Enterprise installation folder In the window navigate to this folder and select ECAP_CustomSpreadsheets_v6_X_DBXX xml and click the Open button e Look in EnergyCAP Enterprise 6 3 69 32 f e E Mame Date modified 6 17 2012 10 23 AM ECAP CustomSpreadsheets vo_2 DB64 xml 6 6 2011 9 27 AM _ ECAP_EnergyStar xml 5 15 2012 3 56 PM 4 File name ECAP CustomSpreadsheets_v6_2 DBG4 xml Files of type XML files xml EnergyCAP Enterprise will then import the Custom Spreadsheet templates When finished you should see several new nodes in the Spreadsheet Manager Custom Spreadsheets have now been installed and users may create new spreadsheets from these templates instructions are available in the User Manual asa the topic Designing a Custom Spreadsheet D O EH y TA E O a OO l G y E i Bil Meter Section Fe Sy Bill Summary Section A Budget Data Meter Section H Meter Channel Spreadsheet Update ENERGY STAR Schema To update the most recent ENERGY STAR schema for building submittal navigate to the Facility Manager under the Setup module Click the ENERGYSTAR button in the top right corner of the screen E H Sckdress bo ri nhen EMERG YS TAR results are sealable Subm nicimakon are Slate
40. deos Express Help Videos Traming Sample Rapor Viewer License Validation Releases Report Updates ae EnergyCAP Enterprise 6 3 Released Fupress DANG at 03 26 PM ming EnergycaP Enderpris 6 3 has Geen released with significant enhancements for all genis This ia alad a curmulative release incorporating all bug fixes and improvements of release 6 2 semite Packs SP 1 SPE SPS and SP4 I you are currenti implementing EnergyCAP and are hosted on staging enengpcap com please speak wiih your EnengylaAP Project Manager before upgrading TEnengyCar inc hosts your database please download the install inavucions and the new release to install A Myou bosi your own database dawnload the upgrade in irichons Ater reading ihe insirciions ensure you have sumicendiil help to parom ihe database upgrade and then downioad the followeng Ales Download upgrades Thots sar file In addition to this client installation package you will need to download the SQL scripts required for the initial setup of the EnergyCAP Enterprise database These scripts can be downloaded at the following link http www energycap com support releases energycap enterprise 6 3 released At this point you should have downloaded 1 ece_setup6 3 XX XX exe ECE installation package 2 EnergyCAP DB Scripts zip inside is the makenewXxX sal database creation script If you have downloaded the files listed above you are ready to proceed with the EnergyCAP
41. e reports so as not to miss any new reports or bug fixes Configuring Report Distribution Batches of EnergyCAP reports can be set up to be automatically run on a recurring basis The report results are saved as PDF files and are attached to emails which are addressed to distribution lists Configuration for Report Distribution Manager is very flexible and exact details of implementation should be determined by the client organization This section will specifically deal with configuring rpttsk exe an external scriptable task which runs the reports and emails them to the distribution lists Note Detailed instructions on how to create a Distribution List and add contacts to an existing Distribution List are available in the EnergyCAP Enterprise User Manual as are instructions for creating Report Email Batches Configure rpttsk exe Rpttsk connects to your SMTP email server and your EnergyCAP database in order to execute report distribution Detailed instructions regarding how to configure rpttsk exe for Report Email Batches are available in the EnergyCAP Enterprise User Manual Note To configure rpttsk you will need References 7 9 and 10 from the EnergyCAP Enterprise Configuration Sheet Target rpttsk exe with a Windows Scheduled Task It is beyond the scope of this document to provide full instructions for creating a Windows Scheduled Task but the following steps should suffice Create a new Windows Scheduled Task and schedule
42. e EnergyCAP Releases web page at the following URL http www energycap com support releases energycap enterprise 6 3 released Click the Download the new release link and save the installation file ece_setup6 3 XX XX exe to the computer desktop This file contains the components to install the latest build of EnergyCAP Enterprise wheelies i Lop A Home i F nN e reyCA r Support EE About Us Contact Us Support Options Enterprise Help Videos Express Help Videos Tr ning Sample Report Viewer License Validation Releases Repost Updates a EnergyCAP Enterprise 6 3 Released iii MMGM2 at 03 26 PM Lniling EnergycAP Enderprise 6 3 has been released with significant enhancements for all denis This ia alao a cumulative release incorporating all bug fixes and improvements of release 6 2 sernice packs SP 1 SPZ SPS and SP 4 Ifyou are Currently implementing EnergyCAP and are hosted on staging energycap com pease spaak with your Enargy AP Project Manager before upgrading TEnengvcar bic host your database please download thie install niafucions and the new release to install A Trou bosi your can database download the upgrade instructions Ater reading tie instwciions ensure you have sutiqendil Walp to parom the database upgrade and then downioad the teliras Ale At this point you should have downloaded 1 ece_setup6 3 XX XX exe ECE installation package If you have downloaded the file s liste
43. e database engine option should remain unchecked c Click Finish You will receive a prompt to reboot your system when done Click OK to restart the computer 4 After your PC has finished rebooting launch EnergyCAP Login via your usual procedure The new EnergyCAP release should load normally 6 Click Help gt About to verify that you are using the most current release The version number of EnergyCAP 6 3 SP1 is 6 3 dd xxx where dd is the database version number and xxx is the number of the current build O1 This concludes the EnergyCAP installation procedure Post Installation Actions These Post Installation Actions perform various database maintenance tasks and must be completed once from one workstation by a user with admin user rights in EnergyCAP There is no need to perform these tasks from each workstation 1 Report Updates Reports are updated by downloading the latest EnergyCAP report files Crystal Reports RPT files from the EnergyCAP website and installing them into the user report folder s Update EnergyCAP reports per the procedures below Note The report update process will vary from organization to organization depending on how reports are managed internally The procedure below will update all reports for all users who share report files on a common network drive Individual users who wish to maintain private reports on their local hard drive will need to update their workstation using a similar procedure Th
44. e individual user s report path can be specified from the Report Manager Tools gt Options This Manager a Determine the final location s for the downloaded report files To view the global report default location settings in EnergyCAP click Tools gt Options Global The Options window will open Then click the Reports tab to display the current Reports path b To download and install the reports in EnergyCAP navigate to the Report Manager Reporting gt Reports Note If the Reports icon is not among the available options under the Reporting menu bar you may be connected to the database via an internet connection You must connect to the database via a LAN connection in order to update reports c Click Update Reports shortcut button from the Report Manager The Pick Reports to Install window will open Note You may have to resize the Pick Reports window to view all window options d Select the Update from Web radio button then click the Get Reports button e Wait for file download it may take a few minutes When ready the Pick Reports to Install window will be populated with report names f Ensure that checkbox settings for Options match those on the image above check the Update all users checkbox and the Include only new amp revised files checkbox Note If you fail to check the Update all users checkbox during the initial report update it will be necessary to update reports for each EnergyCAP user individu
45. e installed EnergyCAP Enterprise client should satisfy the following hardware and software requirements for additional information please consult the topic EnergyCAP Enterprise System Requirements in the User Manual Minimum Hardware Requirements e 1 GHz processor minimum or faster recommended e 4 GB RAM minimum or more recommended e 100 MB free disk space minimum or more recommended for reports Additional Recommendations e Small font size e 1024x768 pixels desktop area Supported Operating Systems e Windows 7 e Windows XP Home Professional e Windows Vista Home Basic Business Ultimate e Windows 2003 Server Note Minimum system requirements may vary depending on the operating platform installation Desktop or Network and the anticipated size of the organization database Please contact EnergyCAP Inc with specific questions regarding your implementation Downloadable EnergyCAP Components The files needed to install EnergyCAP Enterprise are located on the EnergyCAP Releases web page at the following URL http www energycap com support releases energycap enterprise 6 3 released Click the Download the new release link and save the installation file ece_setup6 3 XX XX exe to the computer desktop This file contains the components to install the latest build of EnergyCAP Enterprise w Resales Q Lop Home a F nM e rgycA r Support EE About Us Contact Us Support Dptone Enterprise Help Vi
46. ebsite and installing them into the user report folder s Update EnergyCAP reports per the procedures below Note The report update process will vary from organization to organization depending on how reports are managed internally The procedure below will update all reports for all users who share report files on a common network drive Individual users who wish to maintain private reports on their local hard drive will need to update their workstation using a similar procedure The individual user s report path can be specified from the Report Manager Tools gt Options This Manager a Determine the final location s for the downloaded report files To view the global report default location settings in EnergyCAP click Tools gt Options Global The Options window will open Then click the Reports tab to display the current Reports path To download and install the reports in EnergyCAP navigate to the Report Manager Reporting gt Reports Note If the Reports icon is not among the available options under the Reporting menu bar you may be connected to the database via an internet connection You must connect to the database via a LAN connection in order to update reports Click Update Reports shortcut button from the Report Manager The Pick Reports to Install window will open Note You may have to resize the Pick Reports window to view all window options Select the Update from Web radio button then click the
47. er A User data source is only visible io you and can only be used on the cument machine MK oCo ay tba The ODBC connection for your EnergyCAP Enterprise database is has now been successfully created and you are ready to log into EnergyCAP Enterprise for the first time Initial Launch of EnergyCAP Enterprise Initial Login To log into EnergyCAP Enterprise for the first time click the EnergyCAP icon which was created on your desktop during installation A login window should appear At this login screen enter the username system and the password system The ODBC connection you created in 3 3 2 above should display in the Datasource dropdown list Select it and continue by clicking OK Note Make sure the Use catalog server checkbox is not selected el T Cogn ting Achre Directory Software Validation Immediately you will see a window requesting your EnergyCAP user number and activation code These may be found in the client setup sheet provided to you by your ECI project manager and should be located in References 1 and 2 in the EnergyCAP Enterprise Configuration Sheet Once you have entered your user number and activation code click OK to continue r S aaa Piracy Protection License Validation jc Please enter your EnergyCAP Inc activation code and user number Use Humber 0 Code EnergyCAP Inc hitp suppan energpeap com Phone E77 327 4702 Feo 719 623 0577 x Cancel
48. escribe the data source f laim Ei E Next select With SQL Server authentication to instruct the ODBC connection to connect using SQL Server authentication then provide the SQL Server login ID and password from the EnergyCAP Configuration Worksheet References 4 amp 5 Next you will need to change the default database from master to the name of the EnergyCAP database as recorded in the EnergyCAP Configuration Worksheet Reference 6 Create a New Data Source to SQL arver x is not You may click Finish until you reach the end of the wizard and see the Test Data Source button You may wish to click this button to test the connection which if successful will display the message TESTS COMPLETED SUCCESSFULLY in the pop up window Microeot SOL Server ODBC Driver Version 06 01_7601 Date Source Name energycapi Use ANSI Null Paddings and Wamings Yes Data Encryption No Once you have clicked the final OK button in the wizard your new ODBC connection should appear in the User DSN or System DSN tabs in ODBC Data Source Manager T ODBC Data Source Administrator Ex User DEN System DSN Fie DSN Drivers Tracing Connection Pooling About mesis Onver SOL Server Naive Client 10 0 SQL Server Native Cied 10 0 SOL Server Native Cied 10 0 SOL Server Native Giert 10 0 Pn m A An ODBC User data source stores inmomaton about how to connect to the inckcabed data provid
49. ese individual user workstations leaving the Update all users checkbox unchecked Note Reports are updated monthly To keep up to date on what reports have been modified from month to month please see the online list at www EnergyCAP com reportupdates 2 Custom Spreadsheet Updates Spreadsheets are updated by importing the latest xml spreadsheet template file into EnergyCAP The new xml file was placed in the EnergyCAP program directory during the installation process To import the Custom Spreadsheets into EnergyCAP a b C Browse to the program directory and select the xml file you wish to import The file associated with Navigate to the Spreadsheet Manager click Analysis gt Custom Spreadsheets The Spreadsheet Manager will be displayed Right click on any spreadsheet node in the Custom Spreadsheets tree Choose Import from XML Or click Import from the File menu The Open window will appear this release is ECAP_CustomSpreadsheets v6 2 DB64 xml After selecting the desired file click the Open button Repeat steps d and e for the second XML file named ECAP_EnergyStar xml Note The import process will import the spreadsheet design including filters and output columns to the new database The list of available soreadsheet templates will be updated with the options 3 Update GHG factors EnergyCAP has provided an updated file containing updated GHG factors used in calculating emissions throughout the applicati
50. he First Time Self Hosted FnergyCAP EnergyCAP EnterpriseRelease 6 3 12 07 2012 Installation Instructions Client hosted Database Contents 1 Introduction 2 EnergyCAP Software Dependencies amp Requirements 2 1 Database Server Requirements 2 2 EnergyCAP Client Requirements 3 Downloadable EnergyCAP Components 4 Installation 4 1 Complete the EnergyCAP Enterprise Configuration Sheet 4 2 Setup EnergyCAP Database on SQL Server 4 2 1 Connect to the database server 4 2 2 Create esuser account 4 2 3 Create a new empty database 4 2 1 Execute Database Creation Script 4 2 2 Enable Simple Logging 4 3 Install EnergyCAP Enterprise Software 4 3 1 Determine PCs for EnergyCAP Client Installation 4 3 2 Create Connection to EnergyCAP Database 5 Initial Launch of EnergyCAP Enterprise 5 1 Initial Login 5 1 1 Software Validation 5 1 2 Create New Administrative User 5 2 Second Login amp Administrative Tasks 5 2 1 Import Greenhouse Gas Factors 5 2 2 Install ECE Audits 5 2 3 Import Custom Spreadsheets 5 2 4 Update ENERGY STAR Schema 5 2 5 Create Additional User Accounts 6 Post Installation Tasks 6 1 Global Report Setup 6 1 1 Setup Network Share Location 6 1 2 Update the Global Report Path 6 2 Download amp Install Reports 6 2 1 Download Reports to Install 6 2 2 Update Reports for All Users 6 2 3 Complete Report Installation 6 3 Configuring Report Distribution 6 3 1 Configure rpttsk exe 6 3 2 Target rpott
51. he database via Internet Connection instead of the Local Area Connection You must connect to the database via a LAN connection in order to update reports si i Ei h r apal Cishibulion Reports icon The decision to connect via Internet Connection or LAN Connection is made at the EnergyCAP Enterprise login screen User ID admin Password rt Datasounce leneqycapmc f L Logn using Active Directory Connect to Datasource Yia LAN ntemet Download amp Install Reports Reports are installed and updated by downloading the latest EnergyCAP report files Crystal Report files which have an extension of RPT from the EnergyCAP website and installing them through the EnergyCAP Enterprise client The downloaded report files will be installed into the report folder which you configured earlier in section 5 1 Note The report update process will vary from organization to organization depending on how reports are managed internally The procedure described below will update all reports for all users who share report files on a common network drive Download Reports to Install Open the Report Manager in EnergyCAP File Edit Tools Report Favorites Help e nd t Be ASSES B lel Bx l C E 9 Installed Fleports nl Anayers Reports i Setup Reports L 0 Biling Reports 0 Budget Repeets H Channel Reports 0 Yea Totear Reports i Invoice Reports 9 Cost Avoidance Reports _
52. he top menu bar and begin to follow the prompts ae En aterpri cl Note DO NOT click the checkbox that says Remove Orphans when performing this installation al z ii This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Cancel Remove orphans This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Remove orphans Results NewDLL Found containing 27 _BILL_DEM_HILO 2001 06 294ud tB ill emHi Le_OO01 NewOLL Found containing 26 B PERIOD ADU 2001 06 294y9D ailpU seAudit_ 0000 NewOLl Found containing 22 BILL_USE_HILO 2001 0 024uditBillseHi Lo_O001 NewOLl Found containing 25 BILL_PRO_ADC 2001 07 024yqD ailpCost4udit_OO001 NewOLl Found containing SO_BILL_AYUNTCST 2001 07 02 6 illAygl nitCest4udit_ OO001 NewOLl Found containing 21 BILL CST HILO 2001 07 02BillCostHi Loasuditar OOO NewDLL Found containing 33 MULT BILL PD 2001 07 026 ilMultPO Audit 0000 NewOLL Found containing 32 BILL OVERLAP 2001 07 026 lO verlap udit OO001 NewDLL Found containing 29 BILL S4 amp ME ADU 2001 07 0255 ameUse4D UAudit_ 00001 NewOLL Found containing 31 UNIT CST HILO 2001 OY 026 il nitCost
53. hen finished you may see new nodes in the Spreadsheet Manager Custom Spreadsheets have now been upgraded and users may create new spreadsheets from these templates instructions are available in the User Manual suse the topic Designing a Custom Spreadsheet D O EH j FA E O a OO l Gl y E i Bil Meter Section Fe Sy Bill Summary Section A Budget Data Meter Section H Meter Channel Spreadsheet Update ENERGY STAR Schema To update the most recent ENERGY STAR schema for building submittal navigate to the Facility Manager under the Setup module Click the ENERGYSTAR button in the top right corner of the screen E H Sckdress bo ri nhen EMERG YS TAR results are sealable Subm nicimakon are Slate Subriial inforaion ard Shur Selite Buki Subrndtal BEVIAN Sep ganeg h Enter an email address to receive ENERGY STAR submission results You may use a distribution list for this email address if you desire E Mail Address to noty when ENEAGYSTAR resus are avedable teshi tectcom Submittal informabon and Status mo i Ot ow wT om gt So ee To apply the ENERGY STAR schema click the Apply Update button in the bottom left corner of the pop up window Iv Only submit buildings having new edited bills since last subm servi es Energica conrenengystar 30 Apply Update The update should occur very quickly When the update is finished the Apply Update button will disappear WM On
54. idation Code 7 ODBC Data Source Name 8 Physical Location of ECE LAN Reports 9 ECE Administrative User Sample Value 12345 XX XXXX KXXK KX X energycapinc fileShareSrv1 ece r eports admin Suggested Default Client Value Assigned by ECI Assigned by ECI database name 10 ECE Administrative admin Password Upgrading to Release 6 3SP2 ECI Hosted EnergyCAP EnergyCAP Enterprise Release 6 3 SP2 Upgrade Instructions ECI hosted Database Contents 1 Introduction 2 EnergyCAP Software Dependencies amp Requirements 2 1 EnergyCAP Client Requirements 3 Downloadable EnergyCAP Components 4 Installation 4 1 Complete the EnergyCAP Enterprise Configuration Sheet 4 2 Install EnergyCAP Enterprise Software 4 2 1 Determine PCs for EnergyCAP Client Installation 5 Initial Launch of EnergyCAP Enterprise 5 1 Initial Login 5 1 1 Software Validation 5 1 2 Create New Administrative User 5 2 Second Login amp Administrative Tasks 5 2 1 Import Greenhouse Gas Factors 5 2 2 Install ECE Audits 5 2 3 Import Custom Spreadsheets 5 2 4 Update ENERGY STAR Schema 5 2 5 Create Additional User Accounts 6 APPENDIX A EnergyCAP Enterprise Configuration Sheet Introduction This document contains instructions for upgrading EnergyCAP Enterprise ECE Release 6 3 with an ECl hosted database The instructions in this document apply to EnergyCAP licensees for whom ECI hosts their databases If you have not yet instal
55. install insvucions and the new release to install A you host your own database download the uporade insinictons Aier reading ne insiactions ensure wou have sutiqeniil help ta paron tie database upgrade and than download the Toll rwarg files In addition to this client installation package you will need to download the SQL script required for the upgrade of the EnergyCAP Enterprise database This script can be downloaded at the following link http Awww energycap com support releases energycap enterprise 6 3 released At this point you should have downloaded 1 ece_setup6 3 XX XX exe ECE installation package 2 EnergyCAP DB Scripts zip inside is the upgradeXXtoXX sql database upgrade script If you have downloaded the files listed above you are ready to proceed with the EnergyCAP Enterprise installation Installation Complete the EnergyCAP Enterprise Configuration Sheet After reading completely through this install document please complete the EnergyCAP Enterprise Configuration Sheet found in the Appendix of this document Prompts to record specific values in this sheet as well as explanations of the values are scattered throughout the document When finished filling out the sheet you may review it with your EnergyCAP Project Manager or a Technical Support staff member http support energycap com to ensure that your understanding of the install and configuration steps is accurate and complete Execute Database Upgrade S
56. is box and all users Will be updated If each user shores report files on a local hard dive do mot check thie box Each user must nun this report update mea adh Complete Report Installation Once the checkboxes above have been checked click the OK button to begin the report installation New and updated report RPT files will be installed into the directory specified in the Reports Path and the reports will be registered in the database for the designated users SQL stored procedures to be used by the reports will also be installed directly into the EnergyCAP database While the reports are installing you may notice status messages being displayed at the bottom of the EnergyCAP window Report update status Cost Avoidance Manage Pre Executing update script Note Report installation may take several minutes if you have many users to update When the report update is complete click Close to exit the Log window All reports should now be installed and up to date Note When performing report updates on specific reports as opposed to a global report update please note that the reports are listed in order by modified date with the most recently modified reports displayed at the top of the list If the Include only new checkbox has been selected the report list will automatically default to include only reports that are new or have been revised since the last report update It is important to be up to date with all th
57. l 6 6 2011 9 27 AM A ECAP _EnergyStar xml 5 15 2012 3 56 PM a Filename ECAP CustomSpreadsheets v6 DBEA xml Files of type XML files xml EnergyCAP Enterprise will then import the Custom Spreadsheet templates When finished you should see several new nodes in the Spreadsheet Manager Custom Spreadsheets have now been installed and users may create new spreadsheets from these templates instructions are available in the User Manual under the topic Designing a Custom Spreadsheet wv Ee EG Ta SS J 7 E wW F Account and Meter L H 2 Bil Meter Section H Bill Summary Section Sy Budget Data Meter Section f Meter Channel Spreadsheet Update ENERGY STAR Schema To update the most recent ENERGY STAR schema for building submittal navigate to the Facility Manager under the Setup module Click the ENERGYSTAR button in the top right corner of the screen E H Sckdress lo rii nhen EMERG YS TAR mouti ane aeudeble iaaa er ep Fe E STAC Sp Oona 2 Enter an email address to receive ENERGY STAR submission results You may use a distribution list for this email address if you desire E Mail Address to nobly when ENERGY S TAR results are avedable teshi testcom Submittal informabhon and Status mo i t d wt Ce el ee a a a To apply the ENERGY STAR schema click the Apply Update button in the bottom left corner of the pop up window i Only submit buildings ha
58. l EnergyCAP Enterprise on both the SQL Server database server hosting the EnergyCAP database and any application servers which will run EnergyCAP external tasks Such as WthrTask and rpttsk which may be set up post installation ece_setup6 3 4 exe 1 0 0 0 F 12 6 2012 4 15 PM Have an administrator complete the installation wizard upon each PC by running the installation package ece_setup 6 3 XX XX exe When finished you will be prompted to reboot your system Click OK to restart the computer EnergyCAP Enterprise client has now been upgraded Administrative Tasks Log into EnergyCAP Enterprise using the username and password for the administrative user You must now perform a series of administrative tasks to upgrade various additional EnergyCAP features Import Greenhouse Gas Factors To import Greenhouse Gas GHG factors into EnergyCAP for emissions calculations download the GHG factor files from our website when you are ready to perform this step There are several XMLs in the ZIP so if you are not sure which file s to import consult your project manager or Tech Support http support energycap com Note You may download the GHG factors file from the following web address http www energycap com support r eleases energycap enterprise 6 3 released Install ECE Audits To upgrade EnergyCAP Enterprise audits navigate to the Audit Manager by clicking Audits under the Analysis module Select Audits gt gt Install from t
59. led a version of EnergyCAP then please do not use this document The document detailing the steps to perform a first time installation of EnergyCAP version 6 3 for ECI hosted clients is named EnergyCAP ECE 6 3_FirstTimelnstall_ EClHost docx can be found on our website here http www energycap com support releases energycap enterprise 6 3 released EnergyCAP Software Dependencies amp Requirements EnergyCAP Client Requirements PCs intended to run the installed EnergyCAP Enterprise client should satisfy the following hardware and software requirements for additional information please consult the topic EnergyCAP Enterprise System Requirements in the User Manual Minimum Hardware Requirements e 1 GHz processor minimum or faster recommended e 4 GB RAM minimum or more recommended e 100 MB free disk space minimum or more recommended for reports Additional Recommendations e Small font size e 1024x768 pixels desktop area Supported Operating Systems e Windows 7 e Windows XP Home Professional e Windows Vista Home Basic Business Ultimate e Windows 2003 Server Note Minimum system requirements may vary depending on the operating platform installation Desktop or Network and the anticipated size of the organization database Please contact EnergyCAP Inc with specific questions regarding your implementation Downloadable EnergyCAP Components The files needed to upgrade EnergyCAP Enterprise are located on th
60. ly Run the appropriate database upgrade script s on your database in sequence from your current DB number to the latest DB number using the SQL Server Management Studio Script filenames indicate the relevant database version This process will usually take from one to ten minutes depending upon database size The script database update procedure is outlined in the example below a Open the SQL Server Management Studio or other SQL database tool b Connect to your database via the appropriate Server and Authentication Note The user must be a member of the sysadmin group to perform the upgrade The default EnergyCAP user esuser does not have this level of permission and will not be able to successfully upgrade the DB c Select the EnegyCAP database and run required scripts Procedures may vary slightly depending on your database administration tool Note A number of SQL messages during the upgrade process are normal and anticipated EnergyCAP strongly recommends retaining a copy of any SQL messages received in case diagnostics or technical support become necessary If the message says Query executed successfully then the database upgrade was successful If the message says the query was completed with errors you must restore your backup copy of the database and contact Technical Support for further assistance EnergyCAP Enterprise Installation Procedure After upgrading your database install the new EnergyCAP softw
61. ly submit buildings having new edited bills since last submittal services enengycap com enengystar B0 Note The Apply Update button will reappear whenever a new version of the ENERGY STAR schema is published Note At this point EnergyCAP Enterprise has been officially upgraded The tasks described in section 5 and below are a series of optional but extremely valuable post installation measures to maximize the efficiency of time consuming data tasks ensure data integrity and fully activate specific EnergyCAP functionality Post Installation Tasks The following tasks should be performed the EnergyCAP Enterprise client has been successfully installed Download amp Install Reports Reports are installed and updated by downloading the latest EnergyCAP report files Crystal Report files which have an extension of RPT from the EnergyCAP website and installing them through the EnergyCAP Enterprise client The downloaded report files will be installed into the shared report folder Note The report update process will vary from organization to organization depending on how reports are managed internally The procedure described below will update all reports for all users who share report files on a common network drive Download Reports to Install Open the Report Manager in EnergyCAP File Edit Tools Report Favorites Help e nd t Be ASSES B lel Bx l C E 9 Installed Fleports nl Anayers Reports
62. matic import of weather data by following the steps in section 5 4 above SQL Job 3 Automatic Backups EnergyCAP Inc strongly recommends the creation of a SQL job to back up the EnergyCAP Enterprise database on a nightly basis This enables quick turnaround with minimal bill entry data lost in case of server or software malfunctions and catastrophic user error Please see Database Backup for EnergyCAP Enterprise in the User Manual for additional details Installing EnergyCAP Online EnergyCAP Online is a web only version of EnergyCAP which incorporates much of the same functionality as EnergyCAP Enterprise but without the administrative overhead of an installed application If your organization has purchased EnergyCAP Online you may install it by referring to the detailed instructions available in the PDF file named EnergyCAP_Online_2_ 12 _FirstTime_Install_Instructions_with updates pdf It is beyond the scope of this document to further discuss EnergyCAP Online installation APPENDIX A EnergyCAP Enterprise Configuration Sheet This is a place to store all of the information you will ae for your EnergyCAP e installation Please contact your project manager Tech Support _ or sales contact with questions Suggested default values are included in the table Below Reference Item Sample Value Suggested Default Client Value 1 User Number 12345 Assigned by ECI 2 Validation Code XX XXXX XXXX XX Assigned by ECI X 3 SQL Server dbSrv
63. nce Database Upgrade Prerequisites 1 Database Backup Before updating your EnergyCAP database back up the database to a secure location Caution Failure to properly back up your database before upgrading is not covered by normal technical support If an upgrade fails and you cannot restore a current backup there will be an hourly expense charge for any support requests for database repair associated with the upgrade 2 SQL Server 2005 or greater EnergyCAP no longer supports SQL Server 2000 The database must be upgraded to at least SQL Server 2005 Database Upgrade Procedure 1 In your current version of EnergyCAP close any open bill entry batches and export any bills awaiting export 2 Verify your current DB version Help gt About in EnergyCAP Enterprise 3 Download all required installation files including the SQL upgrade script s referenced on the Release Notes web page Depending on your current DB version number determined above you may have to execute two scripts on your database sequentially e If your database version 64 execute the following scripts in order upgrade64to67 sal then upgrade6 to69 sal e Otherwise if your database version 67 only execute the following script uograde67to69 saql Note If your database version is something other than 64 or 67 please contact technical support for further assistance All users should exit EnergyCAP Back up your current database and label it appropriate
64. nd are hosted on Staging energpcag com Haase Speak yah your EnergypLaAP Project Manager betore upgrading TEnengyOAr inc host your database pease download the install insfucions and the new release to install 4 Fyon bosi your oan databace download the upgrade instructions After reading he instructions ensure wou have sumeri help ta paron the database upgrade and than download the Tella Ales Doangad upgraded riots sor file At this point you should have downloaded 1 ece_setup6 3 XX XX exe ECE installation package If you have downloaded the file s listed above you are ready to proceed with the EnergyCAP Enterprise installation Installation Complete the EnergyCAP Enterprise Configuration Sheet After reading completely through this install document please complete the EnergyCAP Enterprise Configuration Sheet found in the Appendix of this document Prompts to record specific values in this sheet as well as explanations of the values are scattered throughout the document When finished filling out the sheet you may review it with your EnergyCAP Project Manager to ensure that your understanding of the install and configuration steps is accurate and complete Install EnergyCAP Enterprise Software Determine PCs for EnergyCAP Client Installation Determine the computers PCs upon which you will install the EnergyCAP Enterprise client ece_ setupo 3 exe Have an administrator complete the installation wi
65. on a Download the GHG file to your computer from the release notes page b From the Facility Manager top menu click Greenhouse Gases and select the Import GHG Factors option from the drop down menu c From the Open window select the GHG emission factor file d Click Open The factor selected will be imported Congratulations You have completed the installation Please read the Release Notes web page to familiarize yourself with the changes Upgrading to Release 6 3 SP2 from 6 3 Self Hosted Instructions for Upgrading to Release 6 3 SP2 from 6 3 EnergyCAP Enterprise Release 6 3 P2 These instructions are for upgrading from EnergyCAP Enterprise Release 6 3 to Enterprise Release 6 3 SP2 witha client hosted database Note If you are upgrading from an EnergyCAP release other than Release 6 2 contact Technical support for upgrade assistance If you are not certain which Release is currently installed on your system login to EnergyCAP and click Help gt About The new release is 6 3 69 xxx where 69 is the database version and xxx represents the current build number 57 or higher Overview EnergyCAP Enterprise Release 6 3 SP2 installation is simple and quick for users that already have a prior release of 6 3 installed Here is an overview of the upgrade process 1 Download the EnergyCAP Setup files refer the Release Notes 2 Back up your current EnergyCAP database to a safe archive location and then execute the
66. on To do this please follow the instructions below from any PC upon which EnergyCAP Enterprise client has been installed First open the ODBC Data Source Administrator by clicking Start gt gt Run and typing in odbcad32 exe Click OK to run this command Type the name of a program folder document or Internet resource and Windows will open it for you Open Next click Add and select SQL Server do not select the SQL Server Native Client Follow the prompts to create a system DSN or a user DSN either should allow for a valid connection Create New Data Source X Selecta driver for which you want to set up a data source Name Versi Microsoft Faradox Treiber db 6 01 7 Microsoft Text Diver tt csw 6 01 7 Microsoft Text Treiber tt csw 6 01 7 Microsoft Visual FoxPro Driver 1 00 0 Microsoft Visual FoxPro Treiber 1 00 0 SOL Natve Client 2005 5 _ ae SOL Server eT SOL Server Native Chent 100 2009 1 Ht Back Finish Cancel Name the new ODBC connection with a descriptive name and record it in the EnergyCAP Enterprise Configuration Sheet Reference 7 Copy the database server name from the EnergyCAP Enterprise Configuration Sheet Reference 3 and paste it into the Server text box This wizard wil help you create an ODBC data source that you can use to connect to SOL Server What name do you want to use to refer to the data source i eis How do you want to d
67. ove SQL Job 3 Automatic Backups EnergyCAP Inc strongly recommends the creation of a SQL job to back up the EnergyCAP Enterprise database on a nightly basis This enables quick turnaround with minimal bill entry data lost in case of server or software malfunctions and catastrophic user error Please see Database Backup for EnergyCAP Enterprise in the User Manual for additional details Installing EnergyCAP Online EnergyCAP Online is a web only version of EnergyCAP which incorporates much of the same functionality as EnergyCAP Enterprise but without the administrative overhead of an installed application If your organization has purchased EnergyCAP Online you may install it by referring to the detailed instructions available in the PDF file named EnergyCAP_Online_2_ 12 _FirstTime_Install_Instructions_with updates pdf It is beyond the scope of this document to further discuss EnergyCAP Online installation APPENDIX A EnergyCAP Enterprise Configuration Sheet This is a place to store all of the information you will need for your EnergyCAP Enterprise installation Please contact your project manager or sales contact with questions Suggested default values are included in the table below Reference Item Sample Value Suggested Default Client Value 1 User Number 12345 Assigned by ECI 2 Validation Code XX XXXX XXXX XX Assigned by ECI X 3 SQL Server dbSrv1 SQLSERV Instance Name ER 4 SQL Server User esuser esuser Name 5 SQL Server
68. rectory to the EnergyCAP installation folder before calling the Wthrlask command as shown in the example above Database Maintenance Your EnergyCAP database will quickly increase in size as data enters the system EnergyCAP Enterprise must maintain many of its database tables on a consistent basis and some of this maintenance can be resource intensive To properly maintain your EnergyCAP database by following EnergyCAP Inc best practices please follow the instructions below Create SQL Server Jobs In the EnergyCAP database are several tables which provide data to the EnergyCAP PowerViews Cost Avoidance custom spreadsheets reports and charts These tables are summary tables containing aggregated values which are periodically refreshed with up to date values as more detailed data flows into the system While these tables can be regenerated based on programmatic events such as user login see the User Manual for PowerView Refresh Options EnergyCAP Inc recommends that these tables be refreshed via automated SQL Server jobs Note It is assumed that the steps described below will be performed by a user having expertise with Microsoft SQL Server Note EnergyCAP Inc recommends that all jobs run nightly when there are no users using the system You will need to use SQL Server Management Studio to create automated SQL jobs for the following tasks on the SQL Server instance hosting the EnergyCAP database bo Microsoft SOL Server Studi
69. ry iy ity i Hay Eb E wl Object Explorer vw ix Connect 7 27 P A U Y Gui EE SQL Server 10 50 2500 Guest Aa Awa NS a SOL Server Instance In SSMS create a SQL Login named esuser and give it the password e2isnotis Please document this user name and password in the EnergyCAP Enterprise Configuration Sheet References 4 and 5 Create esuser account File Edt View Debug Took Window Communit New Query Ly E D So ble eb a Connect 37 32 a T F SB a me ee ee ee Databases 5 La Security B Logins amp MS_PolicyEventProcessingLogin A 22MS_PolicyTsqlExecutionLogin Pe ERIER GY CAP Domain Users AY kurtk A NT AUTHORITY SYSTEM S NT SERVICE MSSQLSERVER 85 NT SERVICE SQLSERVERAGENT A sa m Pm Server Bole Create a new empty database Once esuser has been created create a new blank database and give it a descriptive name Record this value in the EnergyCAP Enterprise Configuration Sheet Reference 6 File Edt View Debug Tools Window Community Help T New Quen DiS Gig oo Bh Connect ay z z g El La verte amn WOL tee DDT SD De ay Vy Database Attach tore Database Restore Files and Filegroups Start PowerShell Execute Database Creation Script Once the blank database exists open the SQL script named makenew70 sql with SQL Server Management Studio this is the script you downloaded from the
70. ry D BRS a Gado A Object Explorer A KXK 5QlQuerylsql 4 14 esuser 123 Connect AF uo TRS 777 EXEC CB ig ai Bia T Ei p _ Databases al GO a LQ Secunty 5 67 EXEC generateShillSummarylables GO LV i i ie D EXEC genarateGHACSummAryTables b I t View Pistory SQL Job 1 Update Staging Tables The staging tables as mentioned above provide quick access to the rollup information displayed by higher level nodes in the Facility and Cost Center trees in EnergyCAP Because the data in the lower level nodes is always changing the data for the upper level nodes necessarily changes as well Use the script in the box below as the content for your SQL Server job listing the SQL commands in the order given EXEC CB2 GO EXEC generateBillSummary Tables GO EXEC generateGHGSummary Tables SQL Job 2 Recalculate Calendarization amp Normalization EnergyCAP makes use of sophisticated calendarization and normalization of data to spread out utility data usage over the space of a calendar month normalized according to imported weather data and a baseline year To regenerate the tables which power calendarization and normalization use the script in the box below as the content for your SQL Server job EXEC regressandcalendarizeallmeters NULL 1 Note Weather data must exist in the database to perform this task You can schedule the automatic import of weather data by following the steps in section 5 4 ab
71. s e Small font size e 1024x768 pixels desktop area Supported Operating Systems e Windows 7 e Windows XP Home Professional e Windows Vista Home Basic Business Ultimate e Windows 2003 Server Note Minimum system requirements may vary depending on the operating platform installation Desktop or Network and the anticipated size of the organization database Please contact EnergyCAP Inc with specific questions regarding your implementation Downloadable EnergyCAP Components The files needed to install EnergyCAP Enterprise are located on the EnergyCAP Releases web page at the following URL htto www energycap com support releases energycap enterprise 6 3 released Click the Download the new release link and save the installation file ece_setup6 3 XX XX exe to the computer desktop This file contains the components to install the latest build of EnergyCAP Enterprise wl Raie i Lop A Home ee F nM e reyCA P Support Samicos About Us Contact Us Support Options Enterprise Help Videos Express Help Videos Traning Sample Report Viewer License Validahon Releases Report Updates inhale EnergyCAP Enterprise 6 3 Released Expres 7 IMME at 026 PM Hring EnergycAP Emienprise 6 3 has been released with significant enhancements for all denis This ia alao a cumulative release incorporating all bug fixes and improvements of release 6 2 service Packs SP1 SP2 SP and SP4 you are currenti implemening EnergyCAP a
72. se Gas Factors To import Greenhouse Gas GHG factors into EnergyCAP for emissions calculations download the GHG factor files from our website when you are ready to perform this step There are several XMLs in the ZIP so if you are not sure which file s to import consult your project manager or Tech Support http support energycap com Note You may download the GHG factors file from the following web address http Awww energycap com support r eleases energycap enterprise 6 3 released Install ECE Audits To upgrade EnergyCAP Enterprise audits navigate to the Audit Manager by clicking Audits under the Analysis module Select Audits gt gt Install from the top menu bar and begin to follow the prompts Charts Note DO NOT click the checkbox that says Remove Orphans when performing this installation a Install auditors This process will compare the data auditors in external DLL files with the data auditors joveeennnsnennes sag registered in your database and update the database Database auditors which have eras been orphaned can be removed if you wish lt Cancel Remove orphans This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Remove orphans Results NewDLL Found containing 27 _BILL_DEM_HILO 2001 06 294u
73. sk exe with a Windows Scheduled Task 6 4 Configuring Automatic Weather Data Import 7 Database Maintenance 7 1 1 Create SQL Server Jobs 8 Installing EnergyCAP Online 9 APPENDIX A EnergyCAP Enterprise Configuration Sheet Introduction This document contains instructions for installing EnergyCAP Enterprise ECE Release 6 3 with a client hosted database The instructions in this document apply to EnergyCAP licensees who host their own databases on their own SQL Server instance If you already have a version of EnergyCAP installed on your server then please do not use this document The document detailing the steps to perform an upgrade to EnergyCAP version 6 3 for self hosted clients is named EnergyCAP ECE 6 3 UPGRADE_ClientHost docx can be found on our website here http www en ergycap com support releases energycap enterprise 6 3 released EnergyCAP Software Dependencies amp Requirements Database Server Requirements You will need to identify a database server or servers to host Microsoft SQL Server You will be hosting the EnergyCAP Enterprise database on this server The following software products are required to host an EnergyCAP Enterprise database e Microsoft SQL Server 2005 or greater 2008R2 recommended e Windows Server 2003 or greater 2008 recommended For hardware requirements please see Microsoft s hardware recommendations for these software products EnergyCAP Client Requirements PCs intended to run th
74. tection License Validation jc Please enter your EnergyCAP Inc activation code and user number Use Humber 0 Code EnergyCAP Inc hitp suppan energpeap com Phone E77 327 4702 Feo 719 623 0577 x Cancel Create New Administrative User Once EnergyCAP finishes loading you should see the Users module with two default users named ECI and SYSTEM You may also see a pop up window named Checking Upgrade Availability EnergyCAP Inc will release periodic software updates to the EnergyCAP Enterprise client These updates must be manually installed Whether or not a client receives the Checking Upgrade Availability pop up window is EnergyCAP user specific so if a non administrative user un checks the box the administrative user will continue to receive the upgrade notifications if he or she has the box checked rs Fiane T anane F antsia Hai SES a E S e a AEE User Manager mb F A OOOO P OOO O Topet Pia S O O pan S l ECI EO Adarei FL Host Mode AOT Hid Hele FOOT STEH SVSTEM Secu fioc Mode ADOT Fico Hoda ADOT EnergyCAP ENTERPRISE E Dheth ihe bia ba oniba iho ma Ck Updated h Every iwa waske whan ysu n EregytAP n wi check for arr avulsele updates and amfor you of instalki procedures and new farea Ik ad nes mniomshcaby deasriosd er mataj the updater Please create an administrative user for your organization by clicking the New User button in the upper right corner of
75. the Trigger to run Daily Have the Task Start a program and provide the full path to the rpttsk exe file passing in the a parameter to indicate that the task should run automatically If you wish you may add the optional parameters provided by rpttsk exe to create a log file containing a summary of the actions performed by rpttsk Coated a Start a Program Creste a Basic Task Trigger Program seript Daily CA Program Files x86 EnergyCAP Enterpriserpttsk exe Browse Acton Start a Program Add arguments optional Finish Start in optional Review the scheduled task to ensure that the file path s and parameters are correct and click the Finish button to create the task At this point rpttsk should run every day and generate daily emails to the distribution lists which you have set up with the reports attached as PDF files You may wish to test the scheduled task and any report batches by clicking the Email Now button in the Report Email Setup Wizard to prime the report batch for execution and by running the scheduled task If emails are received by the distribution list then rpttsk exe is setup correctly Configuring Automatic Weather Data Import Some of the most powerful analysis features in EnergyCAP Enterprise make use of weather data such as degree days per day Weather data can be manually entered but it is far more efficient to import weather data automatically using one of EnergyCAP s extern
76. the screen 22D ee General Pennissiors Secunty User ID Password Full rane Actve Directory user do not enter password herel _ Siong password Requie password change upon next login Password expires alter fo days First enter the User ID and Full name for the administrative user and select a password Me Create User General Permissions Security User ID admin Password Next make the new user an Administrator by clicking the Permissions tab and selecting Administrator Full Access from the User roles dropdown list Click the Set button to activate the role and OK to save the new user E Create User General Permissions Security User role Sat to Administrator Full Acces v Custom settings Objects F lt f Application Select All Select None Once the user has been created log out of EnergyCAP You may now use your new administrative user to manage the users instead of the default system user Second Login amp Administrative Tasks Log into EnergyCAP Enterprise using the username and password for the administrative user you just created You must now perform a series of administrative tasks to install various additional EnergyCAP features Import Greenhouse Gas Factors To import Greenhouse Gas GHG factors into EnergyCAP for emissions calculations download the GHG factor files from our website or req
77. tically default to include only reports that are new or have been revised since the last report update It is important to be up to date with all the reports so as not to miss any new reports or bug fixes Configuring Report Distribution Batches of EnergyCAP reports can be set up to be automatically run on a recurring basis The report results are saved as PDF files and are attached to emails which are addressed to distribution lists Configuration for Report Distribution Manager is very flexible and exact details of implementation should be determined by the client organization This section will specifically deal with configuring rpttsk exe an external scriptable task which runs the reports and emails them to the distribution lists Note Detailed instructions on how to create a Distribution List and add contacts to an existing Distribution List are available in the EnergyCAP Enterprise User Manual as are instructions for creating Report Email Batches Configure rpttsk exe Rpttsk connects to your SMTP email server and your EnergyCAP database in order to execute report distribution Detailed instructions regarding how to configure rpttsk exe for Report Email Batches are available in the EnergyCAP Enterprise User Manual Note To configure rptisk you will need References 7 9 and 10 from the EnergyCAP Enterprise Configuration Sheet Target rpttsk exe with a Windows Scheduled Task It is beyond the scope of this document to provide
78. uest the file from your project manager when you are ready to perform this step There are several XMLs in the ZIP so if you are not sure which file s to import consult your project manager Note You may download the GHG factors file from the following web address http www energycap com support r eleases energycap enterprise 6 3 released Install ECE Audits To install EnergyCAP Enterprise audits navigate to the Audit Manager by clicking Audits under the Analysis module Select Audits gt gt Install from the top menu bar and begin to follow the prompts File Edit Tools Favorites Help a ed Ba Install El ES New Delete b Execute Charts Note DO NOT click the checkbox that says Remove Orphans when performing this installation K This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Remove orphans This process will compare the data auditors in external DLL files with the data auditors registered in your database and update the database Database auditors which have been orphaned can be removed if you wish Remove orphans Results NewDLL Found containing 2 _BILL_DEM_HILO 2001 06 294uditBillbemHi Lo_OO01 NewOLl Found containing 26 B PERIOD ADU 2007 06 294yqD ailpU
79. und containing 33 MULT BILL PD 2001 07 02 6 llMult PO Audit OO001 NewOLL Found containing 32 BILL OVERLAP 2001 07 026 lO verlap udit OO001 NewDLL Found containing 29 BILL S4 amp ME ADU 2001 07 0255 ameUse4D UAudit_ 00001 NewOLL Found containing 31 UNIT CST HILO 2001 O7 026 ll ritCostHi Lo uditor OO001 NewDLL Found containing 28 BILL USE ERO 2001 07 028 ll seero4udit_OQU001 01 Billing Penod Is Too Long cre dl tee ah Se e 5 02 Billing Period Is Too Short NA es 03 Cost Duplicates Last Bill Audit Manage vel 04 Duplicate Invoice Numbers 05 Gap In Billing Dates 06 Billing Ends After Today 07 Abnormal Bill Due Date Possible Estimated Bill 09 Use Day Exceeds Last Year Charts Import Custom Spreadsheets To import EnergyCAP Custom Spreadsheet templates navigate to the Spreadsheet Manager located in the Analysis module EnergyCAP En File Edit Took Favorntes Help Click File gt gt Import from the menu bar and the Open window will appear prompting you for the XML file containing the Custom Spreadsheet templates This file is named ECAP_CustomSpreadsheets_v6_X_DBXX xml and is located in the EnergyCAP Enterprise installation folder In the window navigate to this folder and select ECAP_CustomSpreadsheets_v6_X_DB64 xml and click the Open button Look in EnergyCAP Enterprise 6 3 69 32 Name Date modified Audits 8 17 2012 10 23 AM ECAP_CustomSpreadsheets_vo_ DB64 xm
80. ving new edited bills since last subm ycap com enengystar 0 Ee The update should occur very quickly When the update is finished the Apply Update button will disappear 4 Services Te if Only submit buildings having new edited bills since last submittal services energpcap com enengystar 80 C i Note The Apply Update button will reappear whenever a new version of the ENERGY STAR schema is published Create Additional User Accounts You may create additional EnergyCAP users following the same procedure used to create the administrative user in 4 1 2 above You may use the Permissions tab to control user access and read write permissions for more details please visit the Assigning Custom Permissions to a User topic in our User Manual Note At this point EnergyCAP Enterprise has been officially installed The tasks described in section 5 and below are a series of optional but extremely valuable post installation measures to maximize the efficiency of time consuming data tasks ensure data integrity and fully activate specific EnergyCAP functionality Post Installation Tasks The following tasks should be performed once the EnergyCAP database has been created and configured and the EnergyCAP Enterprise client has been successfully installed Global Report Setup Report setup must be completed once from one workstation by a user with administrative user rights in EnergyCAP
81. zard upon each PC by running the installation package ece_setup 6 3 XX XX exe When finished you will be prompted to reboot your system Click OK to restart the computer EnergyCAP Enterprise client has now been installed but cannot yet connect to the EnergyCAP database Initial Launch of EnergyCAP Enterprise Initial Login To log into EnergyCAP Enterprise for the first time click the EnergyCAP icon which was created on your desktop during installation A login window should appear At this login screen enter the username system and the password system Your EnergyCAP Inc project manager should have created your database and provided you with configuration information to ensure that your database appears in the Datasource dropdown list Record your database name in the EnergyCAP Enterprise Configuration Sheet Reference 7 Select your database and continue by clicking OK Note Make sure the Internet radio button is selected next to Connect to Datasource Via i User ID system Password Datasource Software Validation Immediately you will see a window requesting your EnergyCAP user number and activation code These may be found in the client setup sheet provided to you by your ECI project manager and should be located in References 1 and 2 in the EnergyCAP Enterprise Configuration Sheet Once you have entered your user number and activation code click OK to continue r S aaa Piracy Pro

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