Sunteți pe pagina 1din 42

B ENTLEY S UBSTATION

V8i (SELECTSERIES 7)

Installation Guide

COPYRIGHT INFORMATION

TRADEMARK NOTICE
Bentley, the "B" Bentley logo, MicroStation, AutoPLANT, and AutoPIPE are registered or nonregistered trademarks of Bentley Systems, Inc. or Bentley Software, Inc. All other marks are the
property of their respective owners.
COPYRIGHT NOTICE
Copyright 2014, Bentley Systems, Incorporated. All Rights Reserved.
Including software, file formats, and audiovisual displays; may only be used pursuant to applicable
software license agreement; contains confidential and proprietary information of Bentley Systems,
Incorporated and/or third parties which is protected by copyright and trade secret law and may not
be provided or otherwise made available without proper authorization.
Acknowledgments
Portions OpenGL API Silicon Graphics, Inc.
Portions Rogue Wave Software
Portions Alias Ltd
Crystal Reports is a registered trademark of Business Objects SA.
RESTRICTED RIGHTS LEGENDS
If this software is acquired for or on behalf of the United States of America, its agencies and/or
instrumentalities ("U.S. Government"), it is provided with restricted rights. This software and
accompanying documentation are "commercial computer software" and "commercial computer
software documentation," respectively, pursuant to 48 C.F.R. 12.212 and 227.7202, and "restricted
computer software" pursuant to 48 C.F.R. 52.227-19(a), as applicable. Use, modification,
reproduction, release, performance, display or disclosure of this software and accompanying
documentation by the U.S. Government are subject to restrictions as set forth in this Agreement
and pursuant to 48 C.F.R. 12.212, 52.227-19, 227.7202, and 1852.227-86, as applicable.
Contractor/Manufacturer is Bentley Systems, Incorporated, 685 Stockton Drive, Exton, PA 193410678.
Unpublished - rights reserved under the Copyright Laws of the United States and International
treaties.
END USER LICENSE AGREEMENT
To view the End User License Agreement for this product see the eula.pdf file located in your
install directory.

TABLE OF CONTENTS

CHAPTER 1: INTRODUCTION
BEFORE YOU BEGIN .................................................................................................. 1-2
NETWORK REQUIREMENTS ..................................................................................... 1-2

CHAPTER 2: INSTALLING SUBSTATION


INSTALLATION PROCEDURE .................................................................................... 2-2
UPGRADE INSTALLATION (FROM LEGACY SUBSTATION) ...................................... 2-10
ACCESSING PROJECTS FROM PREVIOUS VERSIONS
OF SUBSTATION (OPTIONAL) .................................................................... 2-10
CONFIGURING SUBSTATION FOR USE WITH ORACLE ........................................ 2-12
SERVER SETUP ........................................................................................... 2-12
CLIENT SETUP ............................................................................................. 2-12
STARTING SUBSTATION ......................................................................................... 2-14
ACTIVATING THE SOFTWARE LICENSE ................................................................ 2-15
LICENSE ACTIVATION PROCEDURE ......................................................... 2-16
CHECKING OUT A LICENSE ........................................................................ 2-20
ADDITIONAL SYMBOL CATALOGS AND PARTS DATABASES.................. 2-23

CHAPTER 3: NETWORK SETUP


SHARED DATABASE SETUP ..................................................................................... 3-2
SUBSTATION SETUP ................................................................................................. 3-6
SYSTEM PATHS ............................................................................................. 3-8
CATALOG PATHS .......................................................................................... 3-9

CHAPTER 4: INDEX
INDEX ............................................................................................................................ 4-2

Bentley Substation Installation Guide

TABLE OF CONTENTS

ii

Bentley Substation Installation Guide

INTRODUCTION

This installation guide contains the information necessary to install


Substation V8i control system design software applications. The software is
available as an add-on application that functions within the AutoCAD or
MicroStation applications which must be installed first. The standalone
version of Substation includes MicroStation PowerDraft software as its CAD
engine.
BEFORE YOU BEGIN

1-2

NETWORK REQUIREMENTS

1-2

Bentley Substation Installation Guide

1-1

INTRODUCTION
BEFORE YOU BEGIN

In addition to the Substation applications, the installation disc contains SQL Server software. The
information in this manual is organized into the following major sections:

Installing Substation

Network Setup

In addition to the instructions, information that you should be aware of before you install the
software is included in the Before You Begin and Hardware and Software Requirements sections.
Please be sure that you are familiar with this information before you begin installing the software.

BEFORE YOU BEGIN


After you purchase the software, you will be sent instructions for logging on to the Bentley web
site and downloading the software.
You will have the choice of downloading an executable installation file to your computer or having
the files burned to CD and shipped to you.
After installing Substation , you will need to run the software and activate your license (this does
not apply to evaluation systems).

NETWORK REQUIREMENTS
End users may wish to share across a network some or all of the data associated with
Substation . If your network meets the minimum requirements listed below, you will be able to
share all shareable Substation data across a network. Most users will choose to have all of
these items on the same computer; however, since it is possible to have drawing files,
databases and network licenses on three separate computers, they are listed separately below.
Network Speed
Your network should be able to perform at a true 35 Megabits per second or better.
Drawing File Storage
A computer or storage device that is compatible with a Microsoft Windows network.
Database Server
Refer to your readme_substation.chm file for more information.
Note

1-2

For hardware and software requirements, please refer to your readme_substation.chm


file.

Bentley Substation Installation Guide

INSTALLING SUBSTATION

This section contains instructions for installing Substation.


INSTALLATION PROCEDURE

2-2

UPGRADE INSTALLATION (FROM LEGACY SUBSTATION)

2-10

CONFIGURING SUBSTATION FOR USE WITH ORACLE

2-12

STARTING SUBSTATION

2-14

ACTIVATING THE SOFTWARE LICENSE

2-15

Bentley Substation Installation Guide

2-1

INSTALLING SUBSTATION
INSTALLATION PROCEDURE

INSTALLATION PROCEDURE
When you download the software from the Bentley web site, you can either download an
executable installation file or burn the files to CDs. An installation routine is provided with the
software that will prompt you with instructions.
To install the prerequisites for Bentley desktop applications, follow the steps below.
1.

In an Explorer window, click the Prerequisites for Bentley Desktop Applications setup
executable to display the Prerequisites for Bentley Desktop Applications dialog.

2.

Click the Install button.

3.

Click the OK button to finish and exit the install.

You may now install Substation.


Note

The dialogs shown may vary slightly depending on the version of Substation you are
installing.

Note

If you intend to use Oracle with Substation, review the Installing Substation for Use with
Oracle section before installing Substation.

1.

Exit all Windows applications.

2.

If you downloaded an executable file, double-click the file to launch the install routine.
If you had the files burned to a CD, find the Install folder on the CD and double-click on the
Setup.exe file.

3.

2-2

The main menu dialog will appear.

Bentley Substation Installation Guide

INSTALLING SUBSTATION
INSTALLATION PROCEDURE

4.

Select Install Bentley Substation V8i from the menu.

5.

The following dialog will appear, prompting you to select a folder into which the installation
source files will be extracted.

6.

You can use the default folder specified in the Extract to this folder field, or click the Browse
button to create a new folder or browse to an existing folder.

7.

Select the Extract and install installation package radio button, then press OK to extract the
installation files.

8.

Note

The dialog in the following step should appear automatically after a minute or two. If it
does not, locate the Install subfolder (specified in the Extract to this folder field) and
double-click on the Setup.exe file.

Note

You should note the location of the extracted files in case you need to re-install
Substation in the future or run a setup utility. The Documentation sub-folder contains a
User Guide and Installation Guide.

If the installation software detects an earlier version of Substation on your computer, please
refer to the Upgrade Installation (From Legacy Substation) section below; otherwise, the
following dialog will display:

Bentley Substation Installation Guide

2-3

INSTALLING SUBSTATION
INSTALLATION PROCEDURE

9.

Click Install to display the Setup Wizard.

10. Click Next. The Install database server dialog will display:

2-4

Bentley Substation Installation Guide

INSTALLING SUBSTATION
INSTALLATION PROCEDURE

The following buttons appear near the bottom of the dialogs during the remainder of the
installation process:
Next This button continues the installation and displays the next dialog in the installation
sequence.
Back This button returns to the previously displayed dialog.
11. Click Next to continue. The End-User License Agreement dialog displays.

Bentley Substation Installation Guide

2-5

INSTALLING SUBSTATION
INSTALLATION PROCEDURE
12. Read the agreement, then select the I accept the terms of the license agreement radio button
if you agree to the terms and wish to continue. If you select I do not accept the terms of the
license agreement, the installation will not proceed.
13. Click Next to continue. The Content Disclaimer dialog displays.

14. Read the disclosure, then select the I accept the terms in the disclosure radio button if you
agree to the terms and wish to continue. Select Next to continue. The Destination Folder
dialog will display.

2-6

Bentley Substation Installation Guide

INSTALLING SUBSTATION
INSTALLATION PROCEDURE

15. This dialog displays the default folders where the application, workspace, and Substation data
is to be installed. You can use the Change button to specify a different location for each item.
Note

If you enter a path to an existing data folder from a previous installation, you will be
prompted to specify if you want to retain the existing data.

16. Select Next to continue. The Select Default Standard dialog will display.

17. Select the default unit of measurement you wish to use by clicking the adjacent radio button,
then select Next to continue to the Configure Shortcuts dialog.

Bentley Substation Installation Guide

2-7

INSTALLING SUBSTATION
INSTALLATION PROCEDURE
18. Enable the appropriate checkbox(es), then click Next to display the Choose Setup Type dialog.

19. Click the appropriate setup type. The Ready to install dialog will display:

20. Click Install . A status dialog will show the progress of the Substation installation.

2-8

Bentley Substation Installation Guide

INSTALLING SUBSTATION
INSTALLATION PROCEDURE

21. After all files are copied and installed, the Complete dialog will display.

22. Select the Launch Activation Wizard checkbox if you wish to proceed directly to activating
your software license. If you do not select this checkbox, you will be able to run the software
in Evaluation mode for up to 30 days at which point you must activate the license.
23. Select the Finish button to complete the installation.

Bentley Substation Installation Guide

2-9

INSTALLING SUBSTATION
UPGRADE INSTALLATION (FROM LEGACY SUBSTATION)

UPGRADE INSTALLATION (FROM LEGACY SUBSTATION)


1.

If the installation software detects an earlier version of Substation on your computer, the old
settings of your Substation will be backed up (C:\ProgramData\Bentley\Legacy
Settings\Substation for Windows7 and C:\Documents and Settings\All Users\Application
Data\Bentley\ Legacy Settings\Substation for Windows XP) and an alert message will
appear:

2.

Click OK, to return the install menu.

3.

Uninstall the old version of Substation manually.

4.

Reinstall the new version of Substation according to the Installation Procedure section.

5.

When you first start Substation after installation, all legacy Substation settings will be
restored and Substation will be connected to the legacy database. Refer to the Accessing
Projects from Previous Versions of Substation section for more information if you are unable
to access your legacy projects and data.

ACCESSING PROJECTS FROM PREVIOUS VERSIONS OF SUBSTATION (OPTIONAL)


If you do not have access to your legacy projects and data files after starting the software, you may
need to manually modify your setup configuration to point the software to your previous project
database and data files.

2-10

1.

Launch Substation (refer to the Starting Substation section), then select Manage > Admin
Management > Setup to display the Setup dialog.

2.

In the Project Database tab, change the name in the Database field to the name of your
previous project database.

3.

In the System Paths tab, change the Data Folder Path to your previous data folder.

4.

Select OK to apply the changes and close the Setup dialog. The software will then display the
following dialog, informing you that your old projects and project database will be backed up.

Bentley Substation Installation Guide

INSTALLING SUBSTATION
UPGRADE INSTALLATION (FROM LEGACY SUBSTATION)

5.

To continue, select the Backup old projects and its database checkbox and select OK.

6.

A dialog showing your old projects will then display.

7.

a.

Select the checkboxes for the projects you wish to backup, or select the top checkbox to
automatically select all projects.

b.

Use the Select the backup folder field to select a folder where the project backups will be
stored.

c.

Click the Start Backup Projects and Database button to continue.

The software will save backups of your projects and also back up your project database. The
following dialog appears while the database is being backed up.

Note

8.

The project database backup is stored in the same folder as the current project database.
For SQL databases, the backup file will have a database name with a .bak extension. For
Oracle databases, the backup file will have the database name with a .dmp extension.

The software will then update your project database to the new format.

Bentley Substation Installation Guide

2-11

INSTALLING SUBSTATION
CONFIGURING SUBSTATION FOR USE WITH ORACLE
9.

Select OK to confirm the update. You will now be able to access your projects using the new
software.

CONFIGURING SUBSTATION FOR USE WITH ORACLE


SERVER SETUP
1.

When you install Substation on a client machine, an Oracle script file is installed in
the default C:\Program Files\Bentley\Substation
V8i\Substation\Substation\OracleProject.sql directory.
Note

2.

You can copy this script file to the Oracle server that you want to create the
Substation database on.

Use Oracle's SQL Plus command line tool to execute the script file. At the command
prompt you can enter the command in this format:

@"c:\My Scripts\OracleProject.sql"

Where "c:\My Scripts" is the location where you copied the OracleProject.sql file.

CLIENT SETUP
1.

Install an appropriate Oracle client that is compatible with the version of Oracle you
are running on your server.
Supported Oracle Server Versions

10g and 11g


Required Oracle Client Versions

Windows x32 Clients: Oracle 10g (v10.2.0.4 or higher) and Oracle 11g ODAC 11.2
release 3 (11.2.0.2.1)

Windows x64 Clients (use only for AutoCAD x64 version): Oracle Database 11g Release
2 Client (11.2.0.1.0) for Microsoft Windows (x64)
Required Oracle Client Components

SQL *Plus

Oracle JDBC/THIN Interfaces

Oracle Windows Interfaces

2-12

Oracle ODBC Driver

Oracle Provider for OLEDB

Oracle Data Provider for .NET

Oracle Call Interface (OCI)

Bentley Substation Installation Guide

INSTALLING SUBSTATION
CONFIGURING SUBSTATION FOR USE WITH ORACLE

2.

Run the Substation install following the instructions in the Installation Guide. When
prompted to install SQL Server express, select Cancel (you will not need it when
using Oracle).

3.

Start Substation. When the Welcome dialog displays, a warning message informs you
that the database should be manually configured. Click the hyperlink to configure the
database (via the Substation Setup dialog) or click the Setup link.

4.

The Substation Setup dialog appears.

5.

Select the Oracle radio button.

6.

In the following fields, enter the values your Database Administrator (DBA) defined
when setting up the Substation database.
Server Name: Enter the server name that your DBA set up.
Login Name: The default script creates the user name as "ecaduser" unless your
DBA has changed it. Enter the login name that your DBA has provided to you.
Password: The default script creates the password as "Ecad1pass" unless your DBA
changed it. Enter the password that your DBA has provided to you.

7.

Click the OK button to connect to the Oracle database.

Bentley Substation Installation Guide

2-13

INSTALLING SUBSTATION
STARTING SUBSTATION

STARTING SUBSTATION
1.

In Windows, you can run Substation from the Start button menu or, if you have
created an icon (shortcut) for Substation on the desktop, you can double click on the
icon.

2.

(AutoCAD users only) If you have more than one AutoCAD version installed, the
software will prompt you with a dialog to select the AutoCAD version you wish to
use.

Note

If you are running Substation for the first time, you will be prompted to activate your
software license. See the Activating the Software License section for more information.

Note

On first time startup, if you have installed SQL Express 2008 from the Installation menu,
a BENTLEYECAD instance (which installs the server but does not create a database) will
be installed. If the software locates a BENTLEYECAD instance, it will automatically
create the database schema and connect to it. If the database is empty, the sample
projects are automatically restored.

3.

The software will start and the following Substation Welcome dialog will be
displayed.

This screen allows you to choose a variety of functions:

2-14

Bentley Substation Installation Guide

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

To browse through the projects on your system, select the Project Manager link. If
you wish to always start in the Project Manager, select the Always Start With Project
Manager checkbox.
To open a recently used page, select one from the list in the Project Management
section of the dialog.
To create a new project, select the New Project link.
To access the Substation Setup function, select the Setup link.
For information about the software, go to the Getting Started section of the dialog
and select:

ANSI-IEEE or IEC Tutorial - for a product tutorial.

Substation User Manual - to access the User Guide.

Product Videos - To see a Web page with videos of the product in use

Note

You can set the software to start in the Project Manager rather than in the Welcome
dialog by using the Startup Interface function in the Options dialog.

ACTIVATING THE SOFTWARE LICENSE


Product activation is the act of authenticating a product for entitled use. Substation uses
SELECT Server licensing, which is Bentleys system for organizing and managing
software licenses. SELECT Server offers many advantages including pooled licensing,
license usage reports, and flexibility in how license servers are deployed.
V8 XM Edition and V8i applications, including Substation, are equipped by default with
three behavioral states - Evaluation, Activated, and Deactivated.
The Evaluation period (also called the Pre-Activated period) begins with installation and
ends after 30 days or with Activation, whichever comes first. During this Evaluation
period, most applications run in full-functioning mode, with no limitations applied to their
activated state.
An application is Activated when it is licensed, which is most commonly achieved by
connecting to a valid SELECT Server. An application can return to Evaluation mode if its
licensing server cannot be found. In this case, the Evaluation period begins again,
providing a 30-day window during which to resolve any unintended disconnection.
An application will reach its Deactivated state only when the Evaluation period has
lapsed and the product has not been activated. In its Deactivated state, Substation will not
run.

Bentley Substation Installation Guide

2-15

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

LICENSE ACTIVATION PROCEDURE


Use the following procedure to activate the software:

2-16

1.

After installing Substation, start it.

2.

Select Manage > License Manager to display the License Manager Tool dialog.

3.

In this dialog, select Tools > Product Activation Wizard to continue. The Product
Activation Wizard dialog will appear.

Bentley Substation Installation Guide

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

You have the following choices:


SELECT subscriber activating against a hosted (Bentley) SELECT Server Select this option if your licenses will be stored on a server at Bentley. Select Next
and go to step 4.
SELECT subscriber with a deployed (local) SELECT Server - Select this option
if your licenses will be stored on a server at your site. Select Next and go to step 4.
NON-SELECT user or Node Locked user - Select this option if your license will
not be available on a server. This option is mainly for the LT and Express levels of
Substation which are used only on one computer. This condition is also referred to as
node-locked. A node-locked license in XM or V8i is a CHECKED OUT license
from the Bentley Hosted SELECT Server. With Substation, you will be supplied with
a XML License file that you can place on the users machine. Select Next and go to
step 5.
Evaluation Only - No license information - Select this option if you are evaluating
the software and have not purchased it. You will have a 30 day period in which to use
the software. Select Next and the software will start in evaluation mode.
4.

If you selected either of the SELECT Subscriber options, the following dialog will
appear and prompt you for a server name and a site activation key.

Bentley Substation Installation Guide

2-17

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

If you selected the hosted (Bentley) server option in the previous step, you will see
the entry selectserver.bentley.com in the Server Name field as shown above, and the
field will be grayed out.
If you selected the deployed (local) server option in the previous step, enter the name
of your SELECT server in the Server Name field.
If you selected NON-SELECT user in the previous step, you will see the entry
productactivation.bentley.com in the Server Name field, and the field will be grayed
out.
The key is sent from Bentley in the form of a fulfillment document to the site
administrator. The site administrator may then distribute the key at his/her discretion.
The user just needs to simply copy and paste the key (an alpha-numeric code) into the
space provided in the activation dialog.
The user may then choose to Test Connection. This test simply pings the server to
verify a connection can be made.
Select Next to continue. A dialog will appear that allows you to check out a license
(commuter license) which will allow you to work disconnected from the network for
more than 30 days. If you dont wish to check out a license, you can close the
Product Activation Wizard at this point. For instructions on how to check out a
license, see Checking Out a License.
5.

2-18

If you selected NON-SELECT User in the first step, the following dialog will appear.

Bentley Substation Installation Guide

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

a.

Select the I have a license file ready to import option. (You should have
been supplied with a license file. This file should be stored on the computer
on which you will run Substation.

b.

Select Next. The License Information dialog will appear.

c.

Select the Browse button and browse to the location where the license file is
stored. Select the license file so that it is displayed in the Activation Wizard.

d.

Select Next.
Bentley Substation Installation Guide

2-19

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE
e.

A dialog will appear listing the file you selected. Select the Finish button.

f.

A message will appear indicating that your product activation is complete.


Select the Close button to close the Product Activation Wizard.

CHECKING OUT A LICENSE


The Bentley SELECT Server licenses are network-based. You may use a license while
disconnected from the network for up to 30 days; however, there may be times when you must use
a Substation license off the network for more than 30 days, for example, when working at a remote
site.
For these situations, you may check out a license for use on a computer that is not on the
network. (This is sometimes referred to as a commuter license.) This feature does not apply to
the NON-Select or node-locked users, as these licenses are considered to be checked out already.
Note

While a license is checked out, it will be tracked in the license server usage logs as being
continuously used (i.e., 24 hours a day).

To check out a license:


1.

2-20

The computer on which you wish to use the checked-out license must be connected to
the network. On this computer, start Substation and select Manage > License
Manager to display the License Manager Tool dialog.

Bentley Substation Installation Guide

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

In this dialog, select Tools > Product Activation Wizard to continue.


2.

The Product Activation Wizard dialog will appear.

Bentley Substation Installation Guide

2-21

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE
3.

Select the SELECT subscriber radio button that applies to your license server (either
hosted at Bentley or deployed locally).

4.

Select Next to continue. The License Checkout dialog will appear. This dialog lists
the available Bentley SELECT Server licenses on your system.

5.

Select the Use a checked out license checkbox.

6.

Enter your email address in the Email Address field.

7.

Select the desired Substation license from the list in the Product Name field.

8.

Select the Next button to check out the file.

While a license is checked out, it will not be available to other users on the network. At the end of
the check-out period, the checked-out license will expire and it will again be available to users on
the network.
To check a license back in:
1.

Connect the computer with the checked out license to your network.

2.

On this computer, start Substation and select the Manage > License Manager
function to display the License Manager Tool dialog.

3.

In this dialog, select Tools > Product Activation Wizard to continue. The Product
Activation Wizard dialog will appear.

4.

Select the SELECT subscriber radio button that applies to your license server (either
hosted at Bentley or deployed locally).

5.

Select Next to continue. The License Management Tool dialog will appear. The
checked out license will be listed at the bottom of the dialog.
Note

6.

2-22

If the checked out license has expired, you may receive a message dialog.
Clicking the OK button will cause the temporary license string in the local
license file to be deleted and the client will then query the server for a license
in the normal manner. The Cancel button will cause the local license file to be
left alone and Substation will exit. There is no grace period for checked out
licenses.

Select the license that you checked out at the bottom of the dialog and select the
Check In button.

Bentley Substation Installation Guide

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

ADDITIONAL SYMBOL CATALOGS AND PARTS DATABASES


Special symbol catalogs and parts databases that feature the products of many leading electrical
controls manufacturers are available to registered users of Substation. To access these catalogs and
databases:
1.

Go to SELECTservices (http://selectservices.bentley.com/en-US/).

2.

Select the Software Downloads link.

3.

Enter your SELECT login information.

4.

In the Search By Product field, select Substation from the drop-down list.

5.

In the Files posted within last filter field, select All.

6.

Select the Search button. A page with Substation related downloads will appear.

7.

Select Enhancements and Updates to narrow the list. The available catalogs and
databases will be listed.

8.

Select the checkboxes for the items you wish to download.

9.

Select the Continue button at the bottom of the page and follow the instructions on
the screen.

Bentley Substation Installation Guide

2-23

INSTALLING SUBSTATION
ACTIVATING THE SOFTWARE LICENSE

2-24

Bentley Substation Installation Guide

NETWORK SETUP

Although Substation is initially set up during installation to run on a local


personal computer, you can modify certain system paths to share files on a
network.
SHARED DATABASE SETUP

3-2

SUBSTATION SETUP

3-6

Bentley Substation Installation Guide

3-1

NETWORK SETUP
SHARED DATABASE SETUP

Review the following items before beginning the setup.

Running Substation on a network may cause it to run slower.

The network should have an average file transfer rate of 35 megabits per second or better
(a dedicated file server may be useful in achieving this rate).

To perform the network setup, you must have full network rights such as read, write,
modify, execute and list folder contents.

Once the changes are made, you must restart Substation to load the changes.

SHARED DATABASE SETUP


You must have a database server installed that meets the database requirements (specified in the
Network Requirements section) prior to running the software. If you do not have SQL Server or
Oracle, you can click the Install SQL Express link from the main installation menu to install one.
Alternatively, you can download it from the Microsoft website. Substation supports either
Microsoft SQL Server Express 2005 or 2008. If you wish to share your project database with
multiple users, be sure to install it on a server or a designated machine that all clients can access.
During the installation of SQL Express, be sure to make note of the "SA" admin password you
specify during installation as you will need that to create and set up the Substation project
database.
On first time startup, you must manually enter the correct database server name and login
information to connect to the shared server (refer to Steps 1 and 2 in the Substation Setup section
below).
Once you have a database server installed, follow these steps to manually create and configure
your project database:
1.

3-2

Start Substation from the shortcut. When it is finished loading, the following Welcome
dialog displays.

Bentley Substation Installation Guide

NETWORK SETUP
SHARED DATABASE SETUP

2.

Click the warning link on the Welcome dialog to navigate to the Setup dialog, which
enables you to configure a database.

Bentley Substation Installation Guide

3-3

NETWORK SETUP
SHARED DATABASE SETUP

3-4

3.

Click the Create New Database button, then click Yes to create a new database.

4.

The Project Database Utility dialog displays.

a.

Select the SQL Server radio button if your database server is SQL Server or
SQL Express. Select Oracle if your database server is Oracle.

b.

Browse to the appropriate database script file. If you performed a default


installation, script files will be located in the: C:\Program
Files\Bentley\Substation V8i\Substation\Substation directory. If you selected the
SQL Server radio button, select the SQLServerProject.sql script file. If you
selected the Oracle radio button, select the OracleProject.sql script file.

c.

In the Server Name field, enter the name of your SQL or Oracle database server.

Bentley Substation Installation Guide

NETWORK SETUP
SHARED DATABASE SETUP

Note

For SQL Express, you must also include the instance name in the
ServerName\Instance form.

d.

Select the Windows Authentication radio button if your Windows login account
has database admin rights and you want to connect to the server using your
Windows login. Select Server Authentication if you want to use your 'SA' admin
password to connect to the database server. Generally, server authentication is
preferred and this guide assumes you selected that option.

e.

Enter your 'SA' admin password. If your company already had a SQL or Oracle
server set up, your IT department should know this password. If you installed
SQL Express yourself, this is the password you entered during the installation. If
you select Windows Authentication, however, this field will be disabled as your
Windows login password will be used.

f.

Enter the name to be assigned to the Substation database in the Database Name
field (for example, Substation).

g.

In the Datafile Path field, specify the path where you want the project database
to be created.
Note

You can click the Query button to automatically detect the default
database location for SQL Server/SQL Express or Oracle. Alternatively,
you can browse to the path.

h.

Enter the Username and Password for the user account that you want to create
to access the project database when using Substation, then retype the password
in the Confirm Password field. Make a note of this Username and Password as
you will need to enter this in the Substation Setup dialog for all workstations that
will be accessing this project database. If you used Windows Authentication,
these fields will be disabled as the software will use your Windows login to
access the project database when using Substation.

i.

Click the Test Connection button to verify that you can successfully connect to
the database server. If you receive an error, recheck the server name and admin
login information you specified to ensure you have the correct connection
information.

j.

If the connection to the database server is successful, the Execute Script button
will be enabled. Click the Execute Script button, then click Yes to the prompt to
create the Substation database. A Command window will appear as the database
is being created and will disappear when it is finished.

Bentley Substation Installation Guide

3-5

NETWORK SETUP
SUBSTATION SETUP
5.

After the database is created, close the Project Database Utility dialog, The software will
automatically fill in the correct connection information in the Setup dialog as shown
below.

6.

Click OK in the Setup dialog. You may now use Substation. Since you have now created a
blank database and this is your first time startup, the software will automatically restore
the sample projects.

SUBSTATION SETUP
To run Substation on a network, use the Setup function to set the software to look for information
on a network rather than locally.
1.

3-6

Select Configure > Setup in Substation to display the Setup dialog.

Bentley Substation Installation Guide

NETWORK SETUP
SUBSTATION SETUP

2.

3.

In the Project Database tab of the dialog, make the following settings:
a.

Select the SQL Server/MSDE radio button.

b.

In the Server Name field, select the desired server name. Use the Browse button to see a
list of servers on the network that are currently running SQL Server.

c.

In the Database field enter the value defined in Step 4(f) of the previous section. If you
are uncertain of the correct entry, you can use the SQL Server Management Studio
Express software (which comes with the SQL Server 2008 install) to view the server data.

d.

You have the option of using Windows authentication or SQL server authentication. If
you select the SQL server authentication radio button, you will also need to complete
steps E and F.

e.

In the Login Name field, enter the value defined in Step 4(h) of the previous section.

f.

In the Password field, enter the value defined in Step 4(h) of the previous section.

The System Paths and Catalog Paths tabs of the dialog allow you to select where the software
will access different types of information. The following paths can be set. Refer to the
Substation User Guide for more information.

Bentley Substation Installation Guide

3-7

NETWORK SETUP
SUBSTATION SETUP

SYSTEM PATHS

Note

You must select the Manage Data Folder Path option in the Select System Path
Management Method field to see all of these paths.

Parts Database - Select the parts database name in the Parts Database Path field. Select the
Edit button to make configuration settings related to the parts database.

3-8

Bentley Substation Installation Guide

NETWORK SETUP
SUBSTATION SETUP

System Option Profile - Default path to the file that contains settings from the System Options
functions. The default filename is default.SystemOptions.xml. This path can be shared on a
network so that all users are using the same settings.
Project Option Profile - Default path to the file that contains settings from the Project Options
functions. The default filename is ANSI-IEEE.ProjectOptions.xml or IEC.ProjectOptions.xml.
This path can be shared on a network so that all users are using the same settings.
User Option Profile - Default path to the file that contains settings from the User Options
functions. The default filename is default.UserOptions.xml. This path can be shared on a
network so that all users are using the same settings.

CATALOG PATHS

The Catalog Paths tab of the Substation Setup dialog contains paths to symbol catalogs. To
see the entire path, point your cursor at the path and it will pop up as a tooltip. You can use
multiple paths. The order of the paths determines the search priority that the software uses
when accessing symbols and families. The Add Catalog Path function also allows you to
create a new catalog file. Refer to the Substation help for more information.
1.

Select Apply in Setup dialog to enter the changes.


Bentley Substation Installation Guide

3-9

NETWORK SETUP
SUBSTATION SETUP
2.

Restart Substation.

Note

3-10

If you intend to use Substation with ProjectWise, refer to Appendix C of the Substation
help for more information.

Bentley Substation Installation Guide

INDEX

INDEX

4-2

Bentley Substation Installation Guide

4-1

INDEX
INDEX

INDEX

Activation 2-16

Oracle
Client and Server setup 2-12

C
Catalogs
Symbol 2-23
Commuter License 2-20

Database
Project Database Name 3-7
Downloading 1-2

Parts Database 3-8


Additional 2-23
Path 3-8
Paths 3-8
Project Database Name 3-7
Project Options
Path 3-9
ProjectWise 3-10

Edition of software 2-6


Evaluation period 2-16

I
Install the software 2-2
Installation procedure 2-2
Introduction 1-1

L
Level of software 2-7
License
Activation 2-16
Check out 2-20
Commuter 2-20

Registration 2-16
Requirements
Network 1-2

S
Select Server 2-17
Setup 3-1
SQL Express Server Setup 3-2
Starting the software 2-14
Symbol Catalogs 2-23
System Options
Path 3-9

U
Upgrade Installation 2-10
User Options
Path 3-9

Manufacturers Parts Database 2-23

W
N
Network 3-1
Requirements 1-2
Setup function 3-6

4-2

Bentley Substation Installation Guide

Welcome dialog 2-15