Upgrading-Updating PSCAD (Written For PSCAD X4 v4 - 5 - 0)

Upgrading and Updating PSCAD
Manitoba HVDC Research Centre

a division of Manitoba Hydro International Ltd. 211 Commerce Drive Winnipeg, MB R3P 1A3, Canada www.hvdc.ca
Written for PSCAD X4 v 4.5.0 Rev. 1, August 31, 2012
Upgrading and Updating PSCAD (v4.5.0)
Contents
1. INTRODUCTION ............................................................................................................................................. 1 1.1. 1.2. 2. UPGRADING A LICENSE ......................................................................................................................................1 UPDATING A LICENSE ........................................................................................................................................1
UPGRADING A MULTI-USER LICENSE ............................................................................................................. 2 2.1. 2.2. 2.3. 2.4. 2.5. 2.6. INSTALLING SOFTWARE ON THE SERVER ................................................................................................................2 CONFIGURING THE LICENSE MANAGER .................................................................................................................6 UPGRADING THE LICENSE ON THE SERVER ...........................................................................................................12 ACTIVATING THE PSCAD LICENSE ON THE SERVER ................................................................................................14 INSTALLING PSCAD ON THE CLIENT COMPUTERS .................................................................................................17 ACTIVATING A PSCAD LICENSE ON THE CLIENT COMPUTERS ..................................................................................20
3.
UPDATING A MULTI-USER LICENSE ............................................................................................................. 23 3.1. 3.2. 3.3. 3.4. 3.5. INSTALLING SOFTWARE ON THE SERVER ..............................................................................................................23 CONFIGURING THE LICENSE MANAGER ...............................................................................................................27 ACTIVATING THE PSCAD LICENSE ON THE SERVER ................................................................................................32 INSTALLING PSCAD ON THE CLIENT COMPUTERS .................................................................................................35 ACTIVATING A PSCAD LICENSE ON THE CLIENT COMPUTERS ..................................................................................38
4.
UPGRADING A SINGLE-USER LICENSE .......................................................................................................... 41 4.1. 4.2. 4.3. INSTALLING PSCAD V4.5.0 .............................................................................................................................41 UPGRADING THE LICENSE .................................................................................................................................45 ACTIVATING THE PSCAD LICENSE......................................................................................................................47
5.
UPDATING A SINGLE-USER LICENSE............................................................................................................. 50 5.1. 5.2. INSTALLING PSCAD ........................................................................................................................................50 ACTIVATING THE PSCAD LICENSE......................................................................................................................53
6.
ADDITIONAL LICENSES ................................................................................................................................ 56 6.1. 6.2. INSTALLING A LICENSE FOR LIVEWIRE OR EXPANDED LICENSING ..............................................................................56 ACTIVATING A LIVEWIRE LICENSE ......................................................................................................................58
7.
CONTACTING THE PSCAD SUPPORT DESK ................................................................................................... 59 7.1. 7.2. 7.3. INSTALLATION PROBLEMS ................................................................................................................................59 PSCAD LICENSING AND ACTIVATING PROBLEMS ..................................................................................................60 LIVEWIRE LICENSING AND ACTIVATING PROBLEMS ...............................................................................................61 LICENSING ACROSS NETWORKS
APPENDIX A
Manitoba Hydro International Ltd. Rev. 1, August 31, 2012
1. Introduction
This document provides instructions for upgrading and updating a current PSCAD license to the latest release, PSCAD X4 v4.5.0. This document is applicable for all PSCAD licenses, as follows: Professional and Educational Multi-User Licenses (MULs). Professional and Educational Single-User Licenses (SULs). Note If you are installing PSCAD and related software for the first time, please refer to the instructions Installing PSCAD X4, available by contacting our Support Desk (support@pscad.com).
1.1. Upgrading a License
A license upgrade is performed when a current PSCAD License is upgraded to the XML (eXtensible Markup Language) format. This upgrade is applicable to licenses that precede PSCAD X4 v4.3.0 (the original PSCAD X4 release). To upgrade a license to PSCAD X4, refer to Section 2 for an MUL and to Section 4 for an SUL.
1.2. Updating a License
A license update is performed to update a current license (already in the XML format) to the latest PSCAD release. This update is applicable to PSCAD X4 v4.3.0 licenses and all subsequent versions. PSCAD X4 v4.3.0 is the original PSCAD X4 release. To update a license, refer to Section 3 for an MUL and to Section 5 for an SUL.
Manitoba Hydro International Ltd. Rev. 1, August 31, 2012 Page 1 of 61
2. Upgrading a Multi-User License

This section provides instructions for upgrading a Multi-User License from PSCAD v4 (v4.2.1 and earlier) to PSCAD X4 (v4.5.0). These instructions include all required installations and configurations for the Server and Client computers, and should be completed in the order presented. This section is applicable to all PSCAD licenses, including: Professional Licenses, which are typically held by commercial customers. Educational Licenses, which are typically held by educational institutions.
The steps for upgrading these licenses are very similar; any differences are as noted in the instructions.
2.1. Installing Software on the Server
This section provides instructions for installing License Manager LM 1.31 on the Server. These instructions also include the installation of PSCAD (v4.5.0), if applicable. Proceed as follows: Notes 1. If you encounter any difficulties during the installation, please refer to Section 7.1. 2. If you require assistance with configuring the License Manager for Expanded Licensing, please contact our Support Desk (support@pscad.com). Please ensure to include in your e-mail the PSCAD License number and the networks on which the Server and Client computers reside (see Appendix A for more information). a. To initiate an upgrade to your license, inform our Sales Department at sales@pscad.com that you would like to upgrade your PSCAD license from PSCAD v4 to PSCAD X4. Please ensure that you include your license number, which is typically listed on your PSCAD USB lock.

b. Upon approval, our Sales Department will provide the following: A link to the installation files. For Professional Licenses only (Educational Licenses do not require the following files during the license upgrade process): o A zipped folder containing several files. This folder is related to upgrading the PSCAD License. Save the contents of this folder to the Server. o A separate .txt file for LiveWire or Expanded Licensing, if installed. c. For Windows Vista, Windows 7, and later versions of Windows, ensure that you have administrator privileges on the Server prior to beginning the installation. d. Stop and remove the current License Manager service as follows: From the Windows Start menu, right-click Stop License Manager Service, then select Run as administrator.

From the Windows Start menu, right-click Remove License Manager Service, then select Run as administrator.
e. Download the installation files from the link provided and run setup.exe. f. The User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Click Yes to begin the installation. g. The InstallShield Wizard will launch. During the installation, the various installation screens will prompt you to provide some information. When the following screens are displayed, perform as follows: Select Modify, then press Next.

Select all programs that are required on the Server, then press Next. Normally, only the License Manager is installed on a Server. However, some Servers also run PSCAD. For servers running PSCAD, also select PSCAD and
GFortran Compiler (and LiveWire if your license includes this software, or LiveWire Lite (Demo) for a time-limited trial).
Warning Ensure that all required software is selected in the screen above. All software that was previously installed but not selected in this step will be uninstalled. Select PSCAD will use a License Manager on this machine, then press OK.
h. If selected for installation, PSCAD will be installed, followed by the License Manager. When the Setup Tool is displayed, proceed to Section 2.2 to configure the License Manager.

2.2. Configuring the License Manager
Once the License Manager has been installed on the Server in accordance with Section 2.1, the License Manager Setup Tool will display automatically. Configure the License Manager as follows:
Notes 1. To display the License Manager Setup Tool manually, browse to License
Manager | Setup Tool in the Windows Start menu.

2. If you encounter any difficulties during the configuration of the License Manager, forward the messages listed in the Messages tab to our Support Desk (support@pscad.com). a. If you have a license for Expanded Licensing, configure the Networks tab. If you require assistance, please contact our Support Desk at support@pscad.com. See Appendix A for more information on Expanded Licensing.

b. In the Adapters & IPs tab, select the network on which the Server computer and the PSCAD Client computers will communicate. There are two methods for setting the networking:
Note This step is applicable for all Multi-User Licenses, regardless whether you have obtained Expanded Licensing or not. If you have not obtained Expanded Licensing, this tab permanently sets the network communication between the Server and Client computers. If you have obtained Expanded Licensing, this tab sets the default network communication between the Server and Client computers if the Expanded Licensing expires.

The preferred method to set the network is to lock communication to a specific IP address. Proceed as shown.
Notes 1. The IP address 127.x.x.x is typically never selected since this is the IP address of the current computer. Networking to other computers is not possible. 2. Alternatively, select IP address 127.x.x.x if you intend to run multiple instances of PSCAD on the Server only. In this case, both of the following conditions must be met: o Your MUL contains two or more PSCAD seats, and o You do not intend to grant PSCAD licensing to other computers over the network.

The second method of configuring the networking is to lock to an adapter type, such as wired or wireless, as shown. The License Manager will lock to the first detected adapter of the type selected. This is not the preferred method of setting the networking, as the IP address can vary depending on which adapter type is detected first. Proceed as shown.
c. If required, the networking permission that was set in the Adapters & IPs tab may be relaxed or restricted by configuring the Override tab. Use the up and down arrows to restrict or loosen permission. For more detailed information on networking permissions, see Appendix A.

Note Pressing Apply in the Override tab will save all changes made to the License Manager Setup Tool and close this utility. To display the utility manually, browse to License Manager | Setup Tool from the Windows Start menu. d. Save and close this utility by selecting Save Settings and Exit in the Actions menu.
e. When prompted to install a license, proceed as follows:
For Professional Licenses only, select Yes install/update product licenses. This will display the License Update Utility. Proceed to Section 2.3 to upgrade the license.

For Educational Licenses only, select No - dont install/update any licenses. PSCAD X4 will issue licenses using your existing PSCAD license. Proceed as follows: o If GFortran or LiveWire were selected for installation, these will be installed next. o If PSCAD was installed, go to Section 2.4 to activate the PSCAD license. o If you have a license for Expanded Licensing or LiveWire, go to Section 6 to install and activate the license. o Go to Section 2.5 to install PSCAD v4.5.0 on the Client computers and to Section 2.6 to activate the license.

2.3. Upgrading the License on the Server
This section is a continuation from Section 2.2. The License Update Utility will be displayed, and will be used to upgrade a Professional License to PSCAD X4, as follows: Notes 1. This section is applicable only for Professional Licenses; Educational Licenses are not upgraded. 2. To install a license later, you may display the License Update Utility manually. From the Windows Start menu, browse to License Manager |
Enter License Key.

3. If you encounter any difficulties during the licensing, select Save Messages from the Actions menu and forward the generated file to support@pscad.com to determine the problem. a. Ensure that the PSCAD USB lock is installed on the computer. b. From the Actions menu, select Upgrade license keys and lock.
c. When prompted to install the Upgrade.txt file, browse to this file (as saved in Section 2.1(b)), then press Open. d. When prompted to install the License.txt file, browse to this file (as saved in Section 2.1(b)), then press Open.

Note The license database and the USB lock will be upgraded from PSCAD v4 to PSCAD X4. The license number will also be changed from a PSCAD v4 license number to a new PSCAD X4 license number. e. Once the upgrade has been completed, the License Update Utility will display information about the installed license. From this information, ensure that you take note of the new license number. Also, it is recommended to write the new number on a piece of tape and attach it to the end of the USB lock. This will help to identify your license number when contacting PSCAD Sales or Support. f. Close the License Update Utility.
g. The InstallShield Wizard will finalize the License Manager installation, and the License Manager will be ready to issue the PSCAD licenses from the Server to the Client computers. h. If selected for installation, the InstallShield Wizard will install GFortran and LiveWire on the Server. Restart the Server after all software has been installed. i. Proceed as follows: If you installed PSCAD on the Server, go to Section 2.4 to activate a PSCAD license. If you have a license for Expanded Licensing or LiveWire, go to Section 6 to install and activate the license. Go to Section 2.5 to install PSCAD v4.5.0 on the Client computers and to Section 2.6 to activate the license.

2.4. Activating the PSCAD License on the Server
If PSCAD was installed on the Server, activate the PSCAD License as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.2. a. Ensure the USB lock is installed on the Server. b. Launch PSCAD from the Windows Start menu by browsing to PSCAD | PSCAD
X4, then selecting the version as follows:

For a Professional License, select the version as shown:
For an Educational License, select the version as shown:

c. PSCAD will be unable to obtain a license at this time, press OK.
d. When System Settings is displayed, configure the PSCAD license as shown.
e. If a license has been activated successfully, a message similar to the one shown will display. Press OK.

f. Read the License Agreement for PSCAD and EMTDC simulation software. If you agree with the terms of the Agreement, click I Agree.
g. PSCAD v4.5.0 should be able to run on the Server. h. Proceed as follows: For Professional Licenses only, if you have a license for Expanded Licensing or LiveWire, go to Section 6 to install and activate the license. Go to Section 2.5 to install PSCAD v4.5.0 on the Client computers and to Section 2.6 to activate the PSCAD license.

2.5. Installing PSCAD on the Client Computers
Install PSCAD v4.5.0 on the Client computers as follows: Note If you encounter any difficulties during the installation, please refer to Section 7.1. a. For Windows Vista, Windows 7, and later versions of Windows, ensure that you have local administrator privileges on the computer prior to beginning the installation. b. Download the installation files from the link provided and run setup.exe (see Section 2.1(b)). c. The User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Click Yes to begin the installation. d. The InstallShield Wizard will launch. During the installation, the various installation screens will prompt you to provide some information. When the following screens are displayed, perform the following: Select Modify, then press Next.

Select all programs that are required on the Client computer, then press Next. Normally, only PSCAD and GFortran Compiler are installed on a Client computer (and LiveWire if your license includes this software, or LiveWire
Lite (Demo) for a time-limited trial). Do not select License Manager.
Warning Ensure that all required software is selected in the screen above. All software that was previously installed but not selected in this step will be uninstalled. In the following dialog box, proceed as follows:
o Select PSCAD will use a License Manager on another machine on your
network.
o Enter the Server name or address in the field provided, then press OK.

e. PSCAD and any other software as selected will be installed. f. Proceed to Section 2.6 to activate a PSCAD license.

2.6. Activating a PSCAD License on the Client Computers
Once PSCAD is installed, the Client computers will obtain a license from the Server in the same manner as before the upgrade. Activate a PSCAD license as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.2. a. Launch PSCAD from the Windows Start menu by browsing to PSCAD | PSCAD


b. PSCAD will be unable to obtain a license at this time, press OK.
c. When System Settings is displayed, configure the PSCAD license as shown:
d. If a license has been activated successfully, a message similar to the one shown will display. Press OK.

e. Read the License Agreement for PSCAD and EMTDC simulation software. If you agree with the terms of the Agreement, click I Agree.
f.
The Client computer will be able to obtain a license from the License Manager and run PSCAD v4.5.0.
g. If you have a license for LiveWire, activate the LiveWire License in accordance with Section 6.2.
3. Updating a Multi-User License

This section provides instructions for updating a Multi-User License from PSCAD X4 (v4.3.1 and later) to PSCAD X4 (v4.5.0). These instructions include all required installations and configurations for the Server and Client computers, and should be completed in the order presented. This section is applicable to all PSCAD licenses, including: Professional Licenses, which are typically held by commercial customers. Educational Licenses, which are typically held by educational institutions.
The steps for updating these licenses are very similar; any differences are as noted in the instructions.
3.1. Installing Software on the Server
This section provides instructions for installing License Manager LM 1.31 on the Server. These instructions also include the installation of PSCAD (v4.5.0), if applicable. Proceed as follows: Notes 1. If you encounter any difficulties during the installation, please refer to Section 7.1. 2. If you require assistance with configuring the License Manager for Expanded Licensing, please contact our Support Desk (support@pscad.com). Ensure to include in your e-mail the PSCAD License number and the networks on which the Server and Client computers reside (see Appendix A for more information). a. To initiate an update to your software, inform our Sales Department at sales@pscad.com that you would like to update PSCAD from PSCAD X4 to PSCAD X4 (v4.5.0). Ensure that you include your license number, which is typically listed on your PSCAD USB lock.

b. Upon approval, our Sales Department will provide a link to the installation files. c. For Windows Vista, Windows 7, and later versions of Windows, ensure that you have administrator privileges on the Server prior to beginning the installation. d. Stop and remove the current License Manager service as follows: From the Windows Start menu, right-click Stop License Manager Service, then select Run as administrator.
From the Windows Start menu, right-click Remove License Manager Service, then select Run as administrator.
e. Download the installation files from the link provided and run setup.exe.

f. The User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Click Yes to begin the installation. g. The InstallShield Wizard will launch. During the installation, the various installation screens will prompt you to provide some information. When the following screens are displayed, perform as follows: Select Modify, then press Next.
Select all programs that are required on the Server, then press Next. Normally, only the License Manager is installed on a Server. However, some Servers also run PSCAD. For servers running PSCAD, also select PSCAD and
GFortran Compiler (and LiveWire if your license includes this software, or LiveWire Lite (Demo) for a time-limited trial).

Warning Ensure that all required software is selected in the screen above. All software that was previously installed but not selected in this step will be uninstalled. Select PSCAD will use a License Manager on this machine, then press OK.
h. If selected for installation, PSCAD will be installed, followed by the License Manager. When the SetupTool is displayed, proceed to Section 3.2 to configure the License Manager.

3.2. Configuring the License Manager
Once the License Manager has been installed on the Server in accordance with Section 3.1, the License Manager Setup Tool will display automatically. Configure the License Manager as follows:
Notes 1. To display the License Manager Setup Tool manually, browse to License
Manager | Setup Tool in the Windows Start menu.

2. If you encounter any difficulties during the configuration of the License Manager, forward the messages listed in the Messages tab to our Support Desk (support@pscad.com). a. If you have a license for Expanded Licensing, configure the Networks tab. If you require assistance, please contact our Support Desk at support@pscad.com. See Appendix A for more information on Expanded Licensing.

b. In the Adapters & IPs tab, select the network on which the Server computer and the PSCAD Client computers will communicate. There are two methods for setting the networking: Note This step is applicable for all Multi-User Licenses, regardless whether you have obtained Expanded Licensing or not. If you have not obtained Expanded Licensing, this tab permanently sets the network communication between the Server and Client computers. If you have obtained Expanded Licensing, this tab sets the default network communication between the Server and Client computers if the Expanded Licensing expires. The preferred method to set the network is to lock communication to a specific IP address. Proceed as shown.
Notes 1. The IP address 127.x.x.x is typically never selected since this is the IP address of the current computer. Networking to other computers is not possible. 2. Alternatively, select IP address 127.x.x.x if you intend to run multiple instances of PSCAD on the Server only. In this case, both of the following conditions must be met: o Your MUL contains two or more PSCAD seats, and

o You do not intend to grant PSCAD licensing to other computers over the network. The second method of configuring the networking is to lock to an adapter type, such as wired or wireless, as shown. The License Manager will lock to the first detected adapter of the type selected. This is not the preferred method of setting the networking, as the IP address can vary depending on which adapter type is detected first. Proceed as shown.

c. If required, the networking permission that was set in the Adapters & IPs tab may be relaxed or restricted by configuring the Override tab. Use the up and down arrows to restrict or loosen permission. For more detailed information on networking permissions, see Appendix A.
Note Pressing Apply in the Override tab will save all changes made to the License Manager Setup Tool and close this utility. To display the utility manually, browse to License Manager | Setup Tool from the Windows Start menu. d. Save and close this utility by selecting Save Settings and Exit in the Actions menu.

e. When prompted to install a license, select No - dont install/update any
licenses. PSCAD X4 will issue licenses using your existing PSCAD license.
f.
Proceed as follows: If GFortran or LiveWire were selected for installation, these will be installed next. If PSCAD was installed, go to Section 3.3 to activate the PSCAD license. Go to Section 3.4 to install PSCAD on the Client computers and to Section 3.5 to activate a license.

3.3. Activating the PSCAD License on the Server
If PSCAD was installed on the Server, activate the PSCAD license as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.2. a. Ensure the USB lock is installed on the Server. b. Launch PSCAD from the Windows Start menu by browsing to PSCAD | PSCAD


d. When the System Settings dialog box is displayed, configure the PSCAD license as shown.

g. PSCAD v4.5.0 should be able to run on the Server. h. Go to Section 3.4 to install PSCAD v4.5.0 on the Client computers and to Section 3.5 to activate the PSCAD license.

3.4. Installing PSCAD on the Client Computers
Install PSCAD v4.5.0 on the Client computers as follows: Note If you encounter any difficulties during the installation, please refer to Section 7.1. a. For Windows Vista, Windows 7, and later versions of Windows, ensure that you have local administrator privileges on your computer prior to beginning the installation. b. Download the installation files from the link provided and run setup.exe (see Section 3.1(b)). c. The User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Click Yes to begin the installation. d. The InstallShield Wizard will launch. During the installation, the various installation screens will prompt you to provide some information. When the following screens are displayed, perform the following: Select Modify, then press Next.

Select all required programs, then press Next. Normally, only PSCAD and
GFortran Compiler are installed on a Client computer (and LiveWire if your

license includes this software, or LiveWire Lite (Demo) for a time-limited trial). Do not select License Manager.
Warning Ensure that all required software is selected in the screen above. All software that was previously installed but not selected in this step will be uninstalled. For the following dialog box, proceed as follows:
o Select PSCAD will use a License Manager on another machine on your
network.
o Enter the Server name or address in the field provided, then press OK.

e. PSCAD and any other software as selected will be installed. f. Proceed to Section 3.5 to activate a PSCAD license.

3.5. Activating a PSCAD License on the Client Computers
Once PSCAD is installed, activate a PSCAD license as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.2. a. Launch PSCAD from the Windows Start menu by browsing to PSCAD | PSCAD


b. PSCAD will be unable to obtain a license at this time, press OK.
c. When System Settings is displayed, configure the License tab as shown.
d. If a license has been activated successfully, a message similar to the one shown will display. Press OK.

e. Read the License Agreement for PSCAD and EMTDC simulation software. If you agree with the terms of the Agreement, click I Agree.
f.
The Client computer will be able to obtain a license from the License Manager and run PSCAD v4.5.0.
4. Upgrading a Single-User License

This section provides instructions for upgrading a Single-User License from PSCAD v4 (v4.2.1 and earlier) to PSCAD X4 (v4.5.0). These instructions include all required installations and configurations and should be completed in the order presented. This section is applicable to all PSCAD licenses, including: Professional Licenses, which are typically held by commercial customers. Educational Licenses, which are typically held by educational institutions.
The steps for upgrading these licenses are very similar; any differences are as noted in the instructions.
4.1. Installing PSCAD v4.5.0
Install PSCAD v4.5.0 as follows: Note If you encounter any difficulties during the installation, please refer to Section 7.1. a. To initiate an upgrade to your license, inform our Sales Department at sales@pscad.com that you would like to upgrade your PSCAD license from PSCAD v4 to PSCAD X4. Ensure that you include your license number, which is typically listed on your PSCAD USB lock. b. Upon approval, our Sales Department will provide the following: A link to the installation files.

For Professional Licenses only (Educational Licenses do not require the following files during the license upgrade process): o A zipped folder containing several files. This folder is related to upgrading the PSCAD license. Save the contents of this folder to the computer. o A separate .txt file for LiveWire or Expanded Licensing, if installed. c. For Windows Vista, Windows 7, and later versions of Windows, ensure that you have local administrator privileges prior to beginning the installation. d. Download the installation files from the link provided and run setup.exe. e. The User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Click Yes to begin the installation.

f. The InstallShield Wizard will launch. During the installation, the various installation screens will prompt you to provide some information. When the following screens are displayed, perform as follows: Select Modify, then press Next.
GFortran Compiler are installed (and LiveWire if your license includes this
software, or LiveWire Lite (Demo) for a time-limited trial). Do not select
License Manager.
Warning Ensure that all required software is selected in the screen above. All software that was previously installed but not selected in this step will be uninstalled.

Select PSCAD will use self-licensing, then press OK.
g. PSCAD and any other software as selected will be installed. h. Proceed as follows: For Professional Licenses only, go to Section 4.2 to upgrade the license. For Educational Licenses only, go to Section 4.3 to activate the license.

4.2. Upgrading the License
This section provides instructions for upgrading a PSCAD Single-User License from PSCAD v4 to PSCAD X4, and is performed once PSCAD v4.5.0 has been installed. These instructions are applicable only for Professional Licenses; Educational Licenses are not required to upgrade a license. Upgrade the PSCAD license follows: a. Ensure that the PSCAD USB lock is installed on the computer. b. From the Windows Start menu, browse to PSCAD | Utilities | Enter License Key. This will display the License Update Utility.
c. From the Actions menu, select Upgrade license keys and lock.
Note If you encounter any difficulties during the licensing, select Save Messages from the Actions menu, and forward the generated file to support@pscad.com to determine the problem.

d. When prompted to install the Upgrade.txt file, browse to this file (as saved in Section 4.1(b)), then press Open. e. When prompted to install the License.txt file, browse to this file (as saved in Section 4.1(b)), then press Open. Note The license database and the USB lock will be upgraded from PSCAD v4 to PSCAD X4. The license number will also be changed from a PSCAD v4 license number to a new PSCAD X4 license number. f. Once the upgrade has been completed, the License Update Utility will display information about the installed license. From this information, ensure that you take note of the new license number. Also, it is recommended to write the new number on a piece of tape and attach it to the end of the USB lock. This will help to identify your license number when contacting PSCAD Sales or Support. g. Close the License Update Utility. h. Go to Section 4.3 to activate the PSCAD license.

4.3. Activating the PSCAD License
Once PSCAD v4.5.0 is installed, and for Professional Licenses only, once the license upgrade is completed, activate the license as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.2. a. Ensure the USB lock is installed. b. Launch PSCAD from the Windows Start menu by browsing to PSCAD | PSCAD


d. When System Settings is displayed, configure the PSCAD license as shown.
e. If the license has been activated successfully, a message similar to the one shown will display. Press OK.

g. PSCAD X4 v4.5.0 will be licensed to run. h. For Professional Licenses only, if you have a license for Expanded Licensing or LiveWire, go to Section 6 to install and activate the license.
5. Updating a Single-User License

This section provides instructions for updating a Single-User License from PSCAD X4 (v4.3.1 and later) to PSCAD X4 (v4.5.0). These instructions include all required installations and configurations, and should be completed in the order presented. This section is applicable to all PSCAD licenses, including: Professional Licenses, which are typically held by commercial customers. Educational Licenses, which are typically held by educational institutions.
The steps for updating these licenses are very similar; any differences are as noted in the instructions.
5.1. Installing PSCAD
Install PSCAD v4.5.0 as follows: Note If you encounter any difficulties during the installation, please refer to Section 7.1. a. To initiate an update to your software, inform our Sales Department at sales@pscad.com that you would like to update PSCAD from PSCAD X4 v4.5.0. Ensure that you include your license number, which is typically listed on your PSCAD USB lock. b. Upon approval, our Sales Department will provide a link to the installation files. c. For Windows Vista, Windows 7, and later versions of Windows, ensure that you have administrator privileges on the Server prior to beginning the installation. d. Download the installation files from the link provided and run setup.exe.

e. The User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Click Yes to begin the installation. f. The InstallShield Wizard will launch. During the installation, the various installation screens will prompt you to provide some information. When the following screens are displayed, perform as follows: Select Modify, then press Next.
GFortran Compiler are installed (and LiveWire if your license includes this
software, or LiveWire Lite (Demo) for a time-limited trial). Do not select
License Manager.

Warning Ensure that all required software is selected in the screen above. All software that was previously installed but not selected in this step will be uninstalled. Select PSCAD will use self-licensing, then press OK.
g. PSCAD and any other software as selected will be installed. h. Go to Section 5.2 to activate the license.

5.2. Activating the PSCAD License
Once PSCAD v4.5.0 has been installed, activate the license as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.2. a. Ensure the USB lock is installed. b. Launch PSCAD from the Windows Start menu by browsing to PSCAD | PSCAD


d. When System Settings is displayed, configure the License tab as shown.

f.
Read the License Agreement for PSCAD and EMTDC simulation software. If you agree with the terms of the Agreement, click I Agree.
g. PSCAD v4.5.0 will be licensed to run.
6. Additional Licenses
This section provides instructions for installing and activating additional licenses, such as LiveWire and Expanded Licensing. These instructions are applicable for all Professional Licenses that obtained a license upgrade for either a Multi-User License (Section 2) or a Single-User License (Section 4). These instructions are not applicable for the following licenses: Professional Licenses that were updated in accordance with Section 3 or Section 5. Educational Licenses.
6.1. Installing a License for LiveWire or Expanded Licensing
Install the license for LiveWire or Expanded Licensing as follows: a. The license file for LiveWire or Expanded Licensing will have been provided by our Sales Desk. Ensure that the file is saved to the computer. b. From the Windows Start menu, browse to Enter Licence Key.

c. When the License Update Utility displays, go to Actions | Enter license keys.
d. When prompted, select the license file that you saved to the computer, then press Open. e. The license for LiveWire or Expanded Licensing will be installed. Close the License
Update Utility.
f. Proceed as follows: If a license for LiveWire was installed, proceed to Section 6.2 to activate the LiveWire license. If this is part of an upgrade to a Multi-User License on a Server in accordance with Section 2, go to Section 2.5 to install PSCAD v4.5.0 on the Client computers.

6.2. Activating a LiveWire License
If a LiveWire license has been installed, activate the license as follows: Note If you encounter any difficulties during the licensing, please refer to Section 7.3. a. Launch LiveWire. b. In the Edit menu, select License Manager.
c. Configure the license as shown.
d. The LiveWire license will be activated, and LiveWire should run.
7. Contacting the PSCAD Support Desk

This section provides instructions for contacting the PSCAD Support Desk if you encounter any difficulties during the installation, licensing, or activation of the software.
7.1. Installation Problems
If you encounter any problems during software installation, you may try to troubleshoot the problem by using our PSCAD Installation Errors document, available by following the link below: https://pscad.com/updater/docs/PSCAD%20Installation%20Errors.pdf If you are still unable to resolve the problem, please contact our Support Desk at support@pscad.com. Ensure that you include as much information as possible to describe when the problem occurred and snapshots of any error messages, as well as a getinfo log file, which is generated as described in Section 7.2(a).

7.2. PSCAD Licensing and Activating Problems
If you are unable to license or activate PSCAD, please forward the following log files, as applicable, to the Support Desk at support@pscad.com to determine the reason: a. GetInfo.txt file: This file is available on computers running the License Manager or PSCAD, as follows: Download the GetInfo32 utility from the following link and save to your computer: http://pscad.com/updater/utilities/GetInfo32.zip Select the GetInfo32.exe file to run the utility. The generated file will be saved to your computer and opened on your desktop; the location will be listed within the file, towards the bottom. b. PscadLmgr.txt file: This file is available on computers running PSCAD, as follows: If you are running on Windows XP, this file will be located as follows: C:Documents and SettingsAll UsersApplication DataManitoba HVDC Research CentreLicenseManager If you are running on Windows Vista or Windows 7, this file will be located in one or more of the following locations (send all versions): C:UsersAll UsersManitoba HVDC Research CentreLicenseManager C:UsersYourUserIDAppDataLocalManitoba HVDC Research CentreLicenseManager C:ProgramDataManitoba HVDC Research CentreLicenseManager c. Lmgrd-log.txt file: This file is available on computers running the License Manager. See Step (b) for folder locations.

7.3. LiveWire Licensing and Activating Problems
If you are unable to license and activate LiveWire, please forward the following files, as applicable, to the Support Desk at support@pscad.com to determine the reason: a. GetInfo.txt file: This file is available on computers running the License Manager or PSCAD. Obtain this log file in accordance with Section 7.2(a). b. Lmgrd-log.txt file: This file is available on computers running the License Manager. Obtain this log file in accordance with Section 7.2(c). c. ZSystemsLmgr.txt file: This file is available on computers running PSCAD. See Section 7.2(b) for folder locations.
Appendix A Licensing Across Networks

This appendix provides information about licensing PSCAD across networks, and is used to determine the appropriate configuration for your networking system. For Multi-User Licenses (MULs), the License Manager resides on a Server computer and issues PSCAD licenses remotely to PSCAD Client computers across the networking system. There are two kinds of remote-licensing, briefly described as follows:
Legacy Licensing: Legacy Licensing is the typical condition, in which the

PSCAD Client computers are on the same network as the Server.
Expanded Licensing: Expanded Licensing occurs more infrequently, when the

PSCAD Client computers are not on the same network as the Server.
Legacy Licensing is the recommended method for licensing across networks as it is simple to configure within the License Manager. Conversely, the Expanded Licensing is only recommended if absolutely essential due to its many restrictions. Expanded Licensing requires prior approval to obtain this additional license; it is limited in the number of free networks that may be obtained and requires regularly re-applying for this license due to time limits.
Legacy Licensing
This section provides the background on network classes, and how the License Manager applies them for issuing PSCAD licenses. This information may be used to determine whether your networking system supports Legacy Licensing. If it does not support Legacy Licensing, proceed to the section on Expanded Licensing to support your networking requirements. The License Manager adheres to networks as defined according to RFC-960. Classes and class levels of networks are shown in Table 1.

Network Class A B C D Start Address End Address 126. 1.0.0.0 128.0.0.0 192.0.0.0 224.0.0.0 0.0 191.255. 0.0 0. Class Level Higher class
223.255.255.0 239.255.255.0 Lower class
Table 1. Network Classes and Class Levels
Source: Internet Protocol Standards, page 2

Four network classes, from A to D, are listed in Table 1. Each network class possesses a range of network addresses, as listed in the Start Address and End Address columns. Each network address consists of four sets of digits separated by periods. The four network classes are ranked according to their networking restrictions, as shown in the Class Level column. The higher the class level, the lower the networking restrictions. Networking restrictions are more fully explained using Table 2. This is the same table as Table 1, with the addition of the IP Mask column. Network Class A B C D Start Address 1.0.0.0 128.0.0.0 192.0.0.0 224.0.0.0 End Address 126. 0.0 191.255. 0.0 0. Class Level Higher class IP Mask 255. *. * 255.255. *. * * *.
223.255.255.0
255.255.255.
239.255.255.0 Lower class 255.255.255.255
Table 2. Network Classes and IP Masks

For each network class, the IP Mask column specifies the IP address configuration that is required for a computer to reside on a particular network. The digits 255 represent those digits in the Client computers IP address that must be exactly the same as the corresponding digits on the Servers IP address in order for the Client computer to reside on the same network as the Server. The * is a wild card, and represents the digits in the Client computers IP address that do not have to match the corresponding digits on the Servers IP address in order for the Client computer to reside on the same network as the Server. Table 2 demonstrates the limitations of a Class D network. A Class D network requires all four sets of digits to be the same for the Server and Client computer. Therefore, a Class D network may only network to itself, and thus may only issue a PSCAD license to itself. This network is typically not used, except in a very uncommon situation, in which the computer has a Multi-User License with two or more PSCAD seats installed, but only issues PSCAD licenses to itself. As such, this single computer may run multiple instances of PSCAD. The PSCAD License Manager may be configured to alter the IP Mask restrictions in Table 2. In this manner, certain network classes may be artificially elevated to a higher class, and certain network classes may be artificially lowered to a lower class. Elevating a class is useful for lowering the restriction, thereby permitting more computers to network to that Server. Lowering a class is useful for increasing restriction, thereby restricting the access of Client computers. Table 3 lists all of the available re-configurations for classes A to C. Table 3 assumes a License Manager version 1.30 or later and NET Framework 2.0 (or better). The latest version of License Manager may be downloaded by following the link below: http://pscad.com/updater/utilities/LM131.zip.

Original Configuration
Network Class A Example of IP Address 12.11.21.31 12. *. *.* Increase Restriction Increase Restriction Lower Restriction Increase Restriction Lower Restriction IP Mask
ReConfiguration
After Re-Configuration
IP Address 12.11. *.* 12.11.21.* 132. *. *.* 132.11.21.* 192.11. *.* Network Class B C A C B
132.11.21.31
132.11. *.*
192.11.21.31
192.11.21.*
Table 3. Re-Configuring Network Classes The following may be observed from this table: In all classes, the first set of digits must always match. Class A may remain Class A, or be lowered to Class B or Class C. Class B may remain Class B, or be either raised to Class A or lowered to Class C. Class C may remain Class C, or be raised to Class B.
If you have determined that the Server and Client computers are on different networks after reviewing your configuration against Table 3, then the License Manager will refuse to issue a PSCAD license if it is configured for Legacy Licensing. In this case, Expanded Licensing may be required.

Expanded Licensing
Expanded Licensing must be obtained if the PSCAD Client computer is on a different network than the Server. This is determined by reviewing the section on Legacy Licensing. Expanded Licensing permits the License Manager to be configured to issue PSCAD licenses to Client computers that reside on different networks than the Server. To request approval for this license, please forward the following information to our Support Desk at support@pscad.com: Your PSCAD License number. Your networking configuration (the networks on which the Server and Client computers reside). If approved, we will provide a license containing the time-limited Expanded Licensing along with installation instructions.
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Written for PSCAD X4 v 4.5.0 Rev. 1, August 31, 2012

Upgrading and Updating PSCAD (v4.5.0)

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2. Upgrading a Multi-User License

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Manager | Setup Tool in the Windows Start menu.

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e. When prompted to install a license, proceed as follows:

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Enter License Key.

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X4, then selecting the version as follows:

For an Educational License, select the version as shown:

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d. When System Settings is displayed, configure the PSCAD license as shown.

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Lite (Demo) for a time-limited trial). Do not select License Manager.

o Select PSCAD will use a License Manager on another machine on your

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X4, then selecting the version as follows:

For an Educational License, select the version as shown:

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c. When System Settings is displayed, configure the PSCAD license as shown:

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3. Updating a Multi-User License