Application and Data Server (ADS) and ... - Johnson …cgproducts.johnsoncontrols.com/MET_PDF/1201525.pdf · ApplicationandDataServer(ADS)andExtendedApplication andDataServer(ADX)ProductBulletin

Application andData Server (ADS) and ExtendedApplicationand Data Server (ADX) Product Bulletin

Code No. LIT-1201525MS-ADSxxx-x, MS-ADXxxx-xSoftware Release 9.0

Issued April 2018Refer to the QuickLIT website for the most up-to-date version of this document.

The Application and Data Server (ADS) and ExtendedApplication and Data Server (ADX) are optionalcomponents of the Metasys® system that manage thecollection and presentation of large amounts of trenddata, event messages, operator transactions, and systemconfiguration data. The ADS is an entry-level server thatruns on personal computers and supports up to fiveconcurrent users. The ADX is a larger scale system thatruns on a server operating system to provide extendedhistorical archiving and reporting capabilities. The ADXis offered in several models to support up to 10, 25, 50,or 100 concurrent users. As Site Director, the ADS/ADXprovides secure communication to a network of NetworkAutomation Engines (NAEs), Network Control Engines(NCEs), and Network Integration Engines (NIEs).

Metasys Release 9.0 provides exciting new features andcapabilities that continue to position theMetasys systemas the leading building automation system in the industry,including:• Building Network tree allows for faster delivery of the

Metasys User Interface (UI) by enabling itsdeployment prior to the spaces and equipmentconfiguration process. It also provides a familiarnavigation experience for Metasys operators whohave previous experience using the All Items tree ofthe Site Management Portal.

• Advanced Search and Reporting in the Metasys UIallows Metasys operators to find and report onoperational data and make bulk commands to restoreorder more quickly. The Advanced Search andReporting feature provides Metasys users the abilityto quickly search Metasys objects by BuildingNetwork, equipment, equipment type, or space.

• Custom Dashboards for the Metasys User Interface.Custom Dashboard enable Metasys UI designers tocreate dashboards that provide the most relevant andcritical information toMetasys operators for enhancedproductivity and creates an experience that mimicsusers operational styles for ease of use.

• Graphics Custom Behaviors provide Metasys UIdesigners the flexibility to use custom symbols thatare required for their individual building or campusneeds or their local standards.

• Trend widget updates allow users to identify patternsincluding outliers, using an intuitive candlestick chartthat displays min, max, and averages.

• Support forWindows®Server 2016 and SQL Server®2016.

• Support for Microsoft® Edge® for the Metasys UI.

The Site Management Portal UI of the ADS/ADX providesflexible system to change online configuration of theMetasys system, optimize control strategies, and performadministrative tasks. The ADS/ADX includes an OpenDatabase Connectivity (ODBC) compliant databasepackage for secure storage of historical and configurationdata.

The ADS and ADX support virtual environments, includingVMware® and Microsoft® Hyper-V™. Refer to theNetwork and IT Guidance Technical Bulletin(LIT-12011279) for more information.

TheMetasys system can communicate with cloud-basedapplications easily and securely. To make this connection,the Metasys system requires minor programming andsetup by Johnson Controls. When you are connected,you can access multiple cloud-based applications andfeatures. To learn more, please visit the BuildingManagement page located on the Johnson Controls®website.

Figure 1: ADS/ADX Metasys UI

1Application and Data Server (ADS) and Extended Application and Data Server (ADX) ProductBulletin

http://cgproducts.johnsoncontrols.com/default.aspx

http://www.johnsoncontrols.com/content/us/en/products/building_efficiency/products-and-systems/building_management.html

http://www.johnsoncontrols.com/content/us/en/products/building_efficiency/products-and-systems/building_management.html

Figure 2: Site Management UI For the ADX, the Metasys Advanced Reporting Systemand Energy Essentials report on system configurationperformance, energy usage, demand, and cost.

For help deciding whether an ADS or ADX is right foryour facility, see Applications.

Note: In this document, the term network engine refersto NAEs, NCEs, and NIEs, unless otherwisenoted.

Features and Benefits• Support of IT Standards and Internet Technologies—Allows you to install the Application and Data Server

on the existing IT infrastructure within the building or enterprise and is compatible with industry-standard firewalls.• Secure User Access—Authenticates users and authorizes access privileges to protect system integrity.• Flexible System Navigation and Dynamic User Graphics—Allow customization of system presentation for

different users to enhance information access and facilitate system operation.• Alarm and Event Management—Routes event messages to building operators for rapid fault diagnosis and

response. Creates an audit trail for later detailed analysis.• Long-Term Trend Data Storage—Enables the analysis of building systems performance to identify opportunities

for efficiency improvements and the development of predictive strategies.• Optional Metasys Advanced Reporting System and Energy Essentials—Offer a separate login and UI for

running and viewing reports on system configuration, performance, energy usage, demand, and cost.

Application and Data ServerPlatform

IntroductionWith the ADS/ADX, Johnson Controls has combined thelatest industry-standard software with more than 130years of control experience to create a powerfulinformation management tool. The ADS/ADX is the pointof access into a building automation system (BAS) andarchives historical and configuration data.

The Metasys user interface has been designed toencourage system use and reduce training needs withintuitive operating procedures. Operators quickly learnto use the system effectively and take full advantage ofthe ADS/ADX capabilities, which include user graphics,alarm and event management, trend data presentation,system summaries, and reports.

The integration of IT and Internet communication andsecurity technologies enables the ADS/ADX to be usedwithin the existing networking infrastructure of buildingsand enterprises. The ADS/ADX can be accessed bymultiple client computers from any location on thenetwork, and enterprise systems can read the data in theADS/ADX database for business planning and energymanagement purposes.

TheMetasys system bridges the gap between the buildingcontrol systems and enterprise networks to enable amoreintegrated approach to facility management. TheADS/ADX andMetasys system are wise investments thatyield returns to the building owner and operator well intothe future.

The ADS and ADX connect to the Ethernet IP networkrunning at the automation and enterprise level of yoursystem, and perform the role of the Site Director thatcoordinates access to the system for all users.

2Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin

The ADS and ADX communicate with supported networkengines over the IP network. You can use a VPN over aWAN for communication to devices in other buildings oron remote sites. You can also access remote sitesthrough the Internet and an ISP, or by leased line ordial-up service using Remote Access Service (RAS) orthe Point-to-Point Protocol (PPP).

Application and Data Server(ADS)The ADS platform provides basic historical datamanagement, including an ODBC-compliant databasepackage for storage of trend data, event messages,operator transactions, and system configuration data.The ADS supports up to five concurrent users connectedto the Site Management Portal UI or to the Metasys UIand provides manual archiving of historical data andstandard reporting capabilities. Multiple ADSs can bedeployed for long-term, historical data storage. See Figure3 for an example of a system with an ADS.

The ADS:• supports the following Microsoft® operating systems:

Windows® 10 Pro and Enterprise Editions withAnniversary Update (version 1607) (64-bit),Windows® 8.1 Pro and Enterprise Editions withUpdate 1 (64-bit), Windows® 7 Professional,Enterprise, and Ultimate Editions with SP1 (64-bit),and Windows® 7 Professional, Enterprise, andUltimate Editions with SP1 (32-bit)

• supports the following SQL Server software: SQLServer® 2016 Express with SP1 (64-bit), SQLServer® 2014 Express with SP2 (64-bit), SQLServer® 2014 Express with SP2 (32-bit), SQLServer® 2012 Express with SP3 (64-bit), and SQLServer® 2012 Express with SP3 (32-bit)

• supports virtual environments, including VMware®and Microsoft Hyper-V™. Refer to the Network andIT Guidance Technical Bulletin (LIT-12011279) formore information.

Extended Application and DataServer (ADX)The ADX provides more advanced historical datamanagement. The ADX supports up to 10, 25, 50, or 100concurrent users connected to the Site ManagementPortal UI. The ADX offers manual, automatic, andscheduled archiving of historical data and offers extendedreporting capabilities using SQL Server software orthird-party software.Note: See ADS/ADX Concurrent Users for more

information on supported concurrent users.

The ADX:

• supports the following Microsoft operating systems:Windows®Server® 2016 (64-bit), Windows®Server®2012 R2 with Update 1 (64-bit), and Windows®Server® 2012 (64-bit)

• supports the following SQL Server software: SQLServer® 2016 with SP1 (64-bit), SQL Server® 2014with SP2 (64-bit), SQL Server® 2012 with SP3(64-bit). ADXs using SQL Server software with SQLServer Reporting Services installed also support theMetasys Advanced Reporting system. See ADX withthe Metasys Advanced Reporting System.

• supports virtual environments, including VMware®and Microsoft Hyper-V™. Refer to the Network andIT Guidance Technical Bulletin (LIT-12011279) formore information.

The ADXmay be installed in a split configuration. Splittingprovides enhanced security for historical data. The ADXsoftware and Site Management Portal UI are installed onone computer (the web/application server computer), andthe historical trend, audit, and event data on anothercomputer (the database server computer) runningMicrosoft SQL Server software.

The ADX can also be installed at Validated Environmentsites with the addition of the Metasys for ValidatedEnvironments, Extended Architecture application. Formore information, refer to the Metasys for ValidatedEnvironments, Extended Architecture Product Bulletin(LIT-12011326).


Figure 3: Metasys Network

ApplicationsUse an ADS when:

• the number of network engines becomes larger thana single network engine can handle efficiently as SiteDirector

• long-term historical data storage needs exceed thecapacity of a typical network engine

• the number of simultaneous users logging in exceedsthe capacity of a single network engine. The ADSsupports up to 5 simultaneous users, and up to 10 to14 NxE engines. Refer to the Metasys SystemConfiguration Guide (LIT-12011832).

Use an ADX when:

• the Metasys Advanced Reporting System, EnergyEssentials, or theMetasys for Validated Environments(MVE), Extended Architecture application is required

• you need to support more than 5 simultaneous users.The ADX supports up to 10, 25, 50, or 100 users, andup to 1,000 NxE engines. Refer to the MetasysSystem Configuration Guide (LIT-12011832).

• any one of your data storage or access requirementsis not met by an ADS

To further help you decide whether an ADS or ADX isright for your facility, consider their respective datastorage and data access capabilities.

User ExperienceThe Metasys system user interface is a portal into a sitethat can be tailored to fit the needs of all potential systemusers. The UI can evolve and scale to match the needsof any single facility or campus of multiple buildings. TheUI experience includes the Site Management Portal UIand the mobile-optimized Metasys UI.


Metasys UIThe Metasys UI is an HTML5-compliant web interfacethat provides device-agnostic access to Metasys fromsmartphones, tablets, and computers. The Metasys UIis an intuitive interface that reduces learning time,maximizes productivity of operators, and provides aseamless user experience no matter what type of clientdevice is used to access the system. The client devicedoes not require any additional software installation—noJava™, Microfsoft Silverlight®, or Adobe® Flash® orother software from an online app store. TheMetasys UIis included with any Metasys server: ADS, ADX (unifiedand split), and ADS-Lite.

Figure 4: Metasys UI

Dashboards and WidgetsA dashboard organizes data in the Metasys UI to helpoperators see a complete picture of what is happeningin a space, with a piece of equipment, or within a systemsuch as a central plant. Within each dashboard, widgetsprovide specific operator interaction features. At Release9.0, operators can customize dashboards to suit specificneeds, by allowing the selection of viewable widgets,widget order, and widget appearance, as well as beingassigned by client device type.

The Space Dashboard provides a cohesive summaryof the selected space, including the equipment that servesthe space and potential problem areas in the space. Thewidgets shown in the Space Dashboard include thefollowing:

• Graphics provide a visual representation of theselected space, enabling operators to quickly checkthe status of that space, uncover unusual systemconditions, make relational comparisons betweennearby spaces at-a-glance, and issue commands toimprove performance or restore order. The Graphicswidget displays digital representations of equipment

or systems, with graphical symbols and animationscreated using the Graphics Manager.

• Equipment Serving Space identifies the equipmentserving the selected space and then provides detailsabout that equipment, including other equipment orsystems that may be affecting that piece ofequipment.

• Potential Problem Areas provides a single displayshowing all items that are in alarm, warning,overridden, out of service, and offline statuses withina space. This display also enables operators to filterand view data that is important to them. Operatorscan use the Potential Problem Areas widget as a dailypunch list to manage buildings more efficiently.

• Equipment Summary is a table view listing all similarequipment that directly serves the selected space,and any downstream spaces. The EquipmentSummary shows the most important information foreach equipment and provides links to the equipmentfor even more detailed information.

• Schedule widget lists all schedules affecting theselected space, and displays if the schedules areenabled or disabled. Operators can then select, view,and edit specific schedules associated with a space.The Schedule widget summarizes how a space isaffected by a scheduling strategy so that operatorscan understand the complete picture. The Schedulewidget also provides a way to view effective scheduleinformation for a specific date in the future, so thatyou can ensure it is set up correctly. Furthermore, thebulk scheduling feature allows operators to addexceptions to several schedules at once and to assignweekly schedules in bulk.

The Equipment Dashboard provides a cohesivesummary of a selected piece of equipment. The widgetsshown in the Equipment Dashboard include the following:

• Graphics provide a visual representation of theselected space, enabling operators to quickly checkthe status of that space, uncover unusual systemconditions, make relational comparisons betweennearby spaces at-a-glance, and issue commands toimprove performance or restore order. The Graphicswidget displays digital representations of equipmentor systems, with graphical symbols and animationscreated using the Graphics Manager.

• Trend widget is a chart showing up to ten points ofhistorical data for a single piece of equipment at thesame time. This widget enables operators to viewhistorical equipment data, compare performancechanges over time, and easily create PDF or CSVreports. Operators can identify patterns in equipment


operation, including performance outliers using anintuitive candlestick chart that displays min, max, andaverages.

• Equipment Activity enables operators to view alarmactivity, network controller offline events, userchanges, and annotations made within the last yearfor the selected piece of equipment. This widgetenables operators to easily see and understand thecorrelation between disparate activities occurringwithin the system.

• Equipment Relationships identifies all relationshipsa piece of equipment has with other equipment,spaces, and network field controllers.

• Equipment Data lists all points and their real-timevalues for the selected piece of equipment, providingoperators with detailed information about theoperational status of the equipment.

• Schedule widget lists all schedules affecting theselected equipment, and displays if the schedules areenabled or disabled. Operators can then select, view,and edit specific schedules associated with a pieceof equipment. The Schedule widget summarizes howa scheduling strategy affects the equipment so thatoperators can understand the complete picture. TheSchedule widget also provides a way to view effectiveschedule information for a specific date in the future,so that you can ensure it is set up correctly.Furthermore, the bulk scheduling feature allowsoperators to add exceptions to several schedules atonce and to assign weekly schedules in bulk.

AdditionalMetasys UI features are available that are notspecifically located in the Space or EquipmentDashboard, including:

• Alarm Manager enables operators to view and takeaction on Metasys system alarms. The AlarmManager rolls up occurrences of alarms to helpoperators prioritize the most important alarms andmanage all occurrences of alarms in one operation.The AlarmManager also displays an Alarm Summarythat indicates howwell the alarms are beingmanaged.The AlarmManager is accessible through theMetasysUI and full screen view, with a separate URL,well-suited for 24/7 operations centers. Spaces andequipment do not need to be configured for users totake advantage of the Alarm Manager.

• Alarm Monitor provides a similar view as the AlarmManager, but does not require the user to log into theMetasys system. The Alarm Monitor is well-suited forthe types of users who do not require or do not haveauthorization for full Metasys access, but who areresponsible for viewing alarms from multipleintegrated building systems. Spaces and equipment

do not need to be configured for users to takeadvantage of the Alarm Monitor.

• Custom Trend Viewer is a chart showing up to tenpoints of historical data from multiple pieces ofequipment at the same time. This widget enablesoperators to see and compare performance changesover time. At Release 9.0, operators can identifypatterns in equipment operation, includingperformance outliers using an intuitive candlestickchart that displays min, max, and averages.

Intuitive NavigationThe Metasys UI provides the following methods foroperators to easily and quickly find information about theirsystem:

• Spaces Tree is a set of links to each SpaceDashboard, and these links are intuitively organizedby the site's physical hierarchy.

• Bookmarking provides a way for operators to quicklyaccess favorite or most-frequently visited dashboardssimply by bookmarking each location in the browser.

• Search Bar enables operators to quickly accessspecific dashboards by entering the first few lettersof the name of the space or equipment.

Advanced Search and ReportingThe new Advanced Search and Reporting feature bringspowerful insights to all Metasys users by providing anintuitive and easy way to gather and analyze data. Userscan quickly search for data across the building network,spaces, and equipment. For example, using a series ofpowerful filters, including wildcards, a user can easilysearch for all zone temperatures in a specific space. Oncethe users find the relevant data, they can easily createreports showing historical activity, alarms, audits, andtrends based on a defined time range, and export themto a CSV and PDF file. Users can also quickly issue bulkcommands to any equipment that is controlled by theMetasys system. Spaces and equipment do not need tobe configured for users to take advantage of theAdvanced Search and Reporting feature.

Building NetworkThe new Building Network feature allows Metasys userswith appropriate access to visualize the configuration ofthe Metasys network using the All Items tree. Globalstatus indicators enable users to visually identify networkand operational issues for any item in the Metasysnetwork. Spaces and equipment do not need to beconfigured for users to take advantage of the BuildingNetwork feature in Metasys UI.


Each item integrated into the Metasys system has adashboard, where users can diagnose issues with thebuilding network by viewing and editing detailed iteminformation, as well as viewing historical trend data. Thewidgets shown in the network dashboard include thefollowing:

• Details show the user the current value and statusof the item being viewed and allows the user to issuecommands. The details widget contains the focus,diagnostic, and network views that allow the user toview and edit detailed information for each itemintegrated into Metasys.

• Summary widget allows the user to quickly identifyoperational issues with the network item by displayinga tabular rollup of data under the current network item.For instance, a listing of data points' present valueand status under a network field controller.

• Relationships allows the user to identify which spaceor equipment the network item serves.

• Trend widget is a chart showing up to ten points ofhistorical data being collected on theMetasys networkitem at the same time. This widget enables users toview historical data, compare changes over time, andeasily create PDF or CSV reports. At Release 9.0,users can identify patterns including outliers, usingthe intuitive candlestick chart that displays min, max,and averages.

Some network dashboards, such as Schedules andGraphics, display the associated schedule summary orgraphic widget, in addition to other widgets available inthe building network dashboard.

User AuthorizationUser Authorization enables users to assign user accesspermissions to specific spaces and the equipment servingthose spaces. User Authorization allows for segmenteduser access by physical space within the building orcampus.

Enhanced CommandingThe Metasys UI includes the following features thatenhance the practice of commanding or changing values,enabling operators to restore order quickly and efficientlyand avoid unplanned rework.

• Timed Operator Commands enable operators toeasily set time limits on the manual commands, suchas issuing an override or taking a point out of service,to ensure the system reverts to automatic control.This can help reduce energy costs and reduce comfort

complaints caused by the system staying in manualcontrol for too long.

• Annotations on Commands provides a means foroperators to add a note when issuing a command,such as issuing an override or taking a point out ofservice. The note appears in the Equipment Activitywidget to help operators trace system behavior backto manual commands and why they were issued.

• At Release 9.0, additional commands are availablewithin the Metasys UI for both operators andadvanced users.

Metasys UI ToolsSeveral tools are available to help you create theMetasysUI. The System Configuration Tool (SCT) allows you toquickly define the spaces hierarchy, equipmentdefinitions, and serving relationships. The Rapid ArchiveCreation streamlines the generation of the entireMetasysdatabase for new or retrofit Metasys installations.

A Graphics Package is embedded within theMetasys UIto enable system designers to create the Graphicswidgets using photo-realistic graphical representationsof equipment and spaces. An extensive library of graphictemplates, symbols, and controls is provided with theMetasys UI, simplifying the task of graphic creation.Customized graphics symbols can be created using theCustom Behaviors feature, which is new at Release 9.0.No separate software or license is required to use thegraphics manager and editor.

The Metasys UI also supports viewing of graphics thatwere created with earlier versions of Metasys graphicstools. Standard graphics created with the User GraphicsTool (UGT) and Graphics+ graphics created with theGraphics+ Generation Tool (GGT) can be associatedwith spaces, equipment, and field controllers and beviewable in the Metasys UI without manual conversion.

The Metasys UI Offline offers the ability to view how theMetasys UI looks in order to validate the UI'sconfiguration. You can view the spaces and equipmentconfiguration and view the graphics associated with thespace and equipment. The Metasys UI offline leveragesthe SCT archives instead of the live site. The MetasysUI Offline is automatically installed along with the SCT.


Site Management Portal UIThe Site Management Portal UI provides systemadministrators or building operators online user andsystem configuration capabilities along with real-timeviews into their site. The Site Management Portal UItransforms raw data from the site and organizes it into acomprehensive set of information management tools andreports.

The Site Management Portal UI framework features amultiple panel layout that displays different aspects ofyour building control system at one time. For example,you can display a graphic diagram of an air handling plantalong with a multiple point trend graph and the controlsystem logic. This multi-panel layout allows you to identifythe cause of an alarm condition from the plant quickly. Inanother panel, you can display a detailed focus view ofa point and monitor the effects of changes to its value onthe system graphic in the other panel.

Access through the LauncherApplicationYou use the Launcher application to connect to the SiteManagement Portal UI of the ADS/ADX by using adesktop, laptop, or other type of computer connected toa corporate intranet, dedicated BAS, Internet, ortelephone line from remote sites. Multiple users cancommunicate simultaneously with the server, and accessis based on the authorization level assigned to individualusers.

The Launcher is a software application that you downloadwhen you browse to any Release 9.0 Metasys server orsupervisory network engine on the building network. Afteryou install the Launcher software, use it to launch theSite Management Portal UI. In addition, you can configurethe Launcher to browse to any website, such as theMetasysUI and theMetasysAdvancedReporting System.For more details, refer to the Launcher Tool Help(LIT-12011742).

Figure 5: Launcher Application

Features of the Site ManagementPortal UI

Navigating through the NetworkThe Site Management Portal UI provides a networknavigation tree that allows you to quickly browse throughthe hierarchy of the entire system. The navigation treesupports color-coded symbols that allow you to identifyalarms or other exception conditions that may requireyour attention.

Figure 6: System Navigation


The basic navigation tree represents the physicalstructure of the network. To further facilitate networknavigation, you can create additional user navigationtrees called User Views with different systemperspectives.

For example, you can assemble all the room temperaturevalues in the building into groups and display them in aseries of graphic floor diagrams using the area or zonenames. These different navigation trees enable users toview and analyze operating conditions according to theirparticular responsibility, which may include buildingsecurity, occupancy management, technical services,energy management, and others.

Realistic Displays with Graphics+TheMetasys system user experience takes another leapforward with a new, industry-leading graphical displaycapability. The Graphics+ feature provides an intuitiveway to interact with your facility by dynamicallyhighlighting the information that requires immediateattention, and providing multiple layers of meaningfulfacility data in an uncluttered, focused visual display. Datais presented using values, colors, and dynamic motionto represent current activity in the facility, and to quicklyand easily indicate potential problems. Navigation froma high-level view of the facility to increasing levels of detailis just a click away. Commanding equipment to new statesor changing setpoints is also simplified for authorizedusers.

Figure 7: Graphics+ Example

Graphics are integrated with the Site Management PortalUI and the System Configuration Tool (SCT) UI on clientcomputers that have installed Microsoft Silverlight®plug-in technology. Graphics+ graphics can also beviewed in theMetasysUI andMetasysUI Offline on clientdevices. The authoring component of the Graphics+feature is called the Graphics Generation Tool, a softwareapplication that can be installed on a computer with theMetasys system or on a stand-alone computer. TheGraphics Generation Tool:

• allows you to create system graphics using anycombination of HVAC, Fire, Lighting, Security, andNetwork symbols

• allows you to create Floor Plan graphics containinginformation about overall buildings, floors, and roomswithin a floor

• enables you to import AutoCAD® drawings thatbecome Floor Plan graphics

• integrates with the Metasys archived site databaseand the online Site Management Portal to createbindings in dynamic shapes that represent monitoredand controlled equipment

• offers 30-plus templates that serve as starting pointsfor creating new graphics

• provides thermodynamic floor plans that displaysnapshots of all zone temperatures and use color tohelp you quickly identify temperature deviations

For more details, refer to the Graphics+ Product Bulletin(LIT-12011698).

Global SearchThis enhanced search feature allows you to search theMetasys system for multiple objects that meet specificcriteria based on naming and object type. Using the globalsearch, you can manage lists of objects, which can beused by other features for commanding, trending,reporting, and object selection.

Global CommandThis additional command feature allows you to send asingle command to multiple objects and view a log of thecommand results.

Managing Alarm and Event MessagesTo make sure you are notified immediately of importantalarms and events, the Site Management Portal UI alertsyou with a pop-up window showing the most recenthighest priority alarm message detected by the system.This window presents all important data pertaining to thealarm message.


For a system-wide overview of alarms and events, theSite Management Portal UI provides an Event Viewerthat displays all system events in chronological order.

Figure 8: Event Viewer

The Event Viewer allows you to identify the most recentconditions in the building, determine possible relationshipsbetween events, and locate the source of error conditions.The Event Viewer also allows you to acknowledge andannotate any of the displayed event messages.

All event messages detected by network engines arerouted to the ADS/ADX for archiving on theODBC-compliant database. You can configure the serverto route event and transaction messages to printers,pagers, or e-mail destinations, or other servers.

To display operator transactions, the Site ManagementPortal UI provides an Audit Viewer. The Audit Viewer issortable so only those transaction messages of particularinterest to you appear.

Trend AnalysisFor optimal performance and to fine-tune the buildingcontrol systems, current and historical data can provideuseful diagnostic information. The Site ManagementPortal UI provides comprehensive trend recording andtrend display capabilities. Trend data is collected fromthe field points and buffered temporarily in the networkengines. The trend data can be uploaded automaticallyand periodically to the ADS/ADX and archived in theODBC-compliant database.

Metasys software supports both Interval (for example,every 10 minutes) and Change-of-Value (for example,when a temperature changes 0.5˚) sampling methods forstoring trend samples. Data from both methods can becombined in a single graph.

You can view and analyze trend data as a graph or atable in a display panel of the Site Management PortalUI. The trend values give an indication of systemperformance, allowing you to identify opportunities forefficiency improvements and develop predictivemaintenance strategies. All trend features support copyingto the clipboard for use in another program.

For a more detailed analysis of system-wide operationalperformance, you can create a Trend Study. TrendStudies provide a powerful management tool to analyzeand compare current and historical operational data.Trend Studies also help you identify potential problemsbefore they occur, diagnose current and past alarmconditions, optimize energy consumption, and reducemaintenance costs.

The Trend Viewer allows you to view multiple trendextensions based on the ad hoc selection of items fromthe results of a global search or from the navigation tree.This feature provides another option in trending.

Figure 9: Trend Display


User Views and TailoredSummariesUser views are user-defined navigation trees that containreferences to selected items found in the All Itemsnavigation tree. You can create user views to groupcommonly used items and graphics together. You canalso assign user views to particular user groups, such asbuilding security and energy management.

Expanding the capability of user views further, TailoredSummaries use table-based user views to providesummary views of Metasys system items.

Figure 10: Tailored Summary

These summaries consist of sortable rows and columnstailored to contain information of your choosing. TailoredSummaries allow you to view, modify, and commandlarge quantities of similar data in tabular format. Similardata, for example, may be all VAV boxes on a floor of abuilding, showing current temperatures, setpoints, flows,and minimum and maximum settings. Using thisinformation, you can quickly analyze facility operationand troubleshoot for possible problems.

To help you get started with Tailored Summaries, a setof pre-built Summary Definitions can be imported intoyour site. These summary definitions fit into threecategories: Configuration, Diagnostic, and Monitoring.The Device and Network Diagnostics definitions areintended for site administrators. The MechanicalEquipment definitions with links to graphics and Key Pointdefinitions are useful for service professionals.

Tailored Summaries are configurable in the SiteManagement Portal UI.

ReportsReports offer a snapshot view of the current exceptionsituations and summary data in the entire site or selectedarea of the site and allow you to locate points that needattention. You define the reports, and the ADS/ADXdisplays the resulting data in the Report Viewer on theSite Management Portal UI.

The following reports are available:

• Alarm Report—points in the alarm state• Offline Report—devices that do not respond• Disabled Report—alarming that has been disabled• Override Report—operator overridden points• Supervisory Override Report—points with the

Override flag set to True

Reports list all points in the given condition within theselected area or group of points. Conditions can be alarm,offline, disabled, or overridden. The following figure showsan example of an Alarm Report. You can refresh thecompleted report to find any new points since the reportwas run, and you can cancel a report query at any time.

Figure 11: Alarm Report

The Scheduled Reports feature provides a reportingservice on a server that generates summary reportsbased on object lists and report schedules.

Configuring SchedulesThe Schedule feature allows you to define the days andtimes for operational activities such as starting andstopping equipment and changing setpoints. You canschedule activities for one or more days of the week,holidays, or particular calendar dates.

TheMetasys UI provides a graphic representation of thedaily and weekly schedule calendar for editing theschedules. Schedules actually run in a network engineon the network, but you can configure them to sendcommands to equipment throughout the whole buildingor site.


Figure 12: Schedule Widget

System SecurityThe Metasys system offers secure user access byauthenticating the user name and password of any userwho attempts to connect to the system.

The Site Management Portal UI also supportsauthentication using the Microsoft Active Directory®directory service or a Remote Authentication Dial-In UserService (RADIUS) server. Refer to the SecurityAdministrator System Technical Bulletin (LIT-1201528)for details.

Note: The Metasys Advanced Reporting System doesnot support synchronization with the ActiveDirectory directory service.

When a valid user account has been identified, theconnection is authorized and system access is grantedbased on the access privileges defined by the Metasyssecurity administrator system for the user account.

Access privileges are assigned by system categories andaction sets to individual users or to a group of users withthe same role. System categories define the type ofbuilding equipment and points accessible when operatingthe system. Action sets define the authorized operationlevel. Users may be authorized to only view items or maybe allowed to also acknowledge alarms and issuecommands. At the highest level, users are authorized tomodify system configuration parameters.

In addition to system access privileges assigned to users,you can also assign access to spaces and equipmentserving spaces with the User Authorization feature in theMetasys UI.

The Audit Trail on the ADS/ADX records user activitiessuch as alarm acknowledgment, sending commands,and point modification.

In addition to user authentication, standard IT securitytechnologies (including firewall programs and encodingprotocols) protect the building automation system andnetwork from unauthorized access.

Hypertext Transfer Protocol Secure (HTTPS) with TLS1.2 is now implemented between Metasys components,including the ADS/ADX, Metasys UI, SystemConfiguration Tool (SCT), and network engines. Thisenhancement ensures the highest level of security toprotect your building automation system fromunauthorized users and computer hackers.

Self-signed certificates are installed by default on theADS/ADX. As an option, the customer can apply orpurchase trusted certificates on the ADS/ADX.

One of three new security shield icons are displayed inthe Site Management Portal (SMP), SMP, and ODS UIsto indicate the current level of a connection: trusted,self-signed, or untrusted.

Lastly, you can configure the use of an external Syslogserver to capture messages from the Metasys system.Network engines send audit log entries and eventnotifications to an external, customer-providedindustry-standard Syslog server destination.

ADX with the Metasys AdvancedReporting SystemThe Metasys Advanced Reporting System provideshistorical and configuration data reporting capabilities ina UI that is separate from the Site Management PortalUI. This system allows authorized users to run reports toreview the configuration and performance of theMetasyssystem.

TheMetasys Advanced Reporting System UI allows youto run reports easily and immediately view them in a webbrowser.

Figure 13: Metasys Advanced Reporting System


The following reports are available for the points includedin the reporting system user views:

• Configuration Setup Review• System Behavior• Trend Report — statistical calculations and Mean

Kinetic Temperature (MKT)• Trend Detail Report — summary data

You can export a report and save it in a variety of formats,such as Microsoft Excel® or PDF, for later use.

Figure 14: Metasys Advanced Reporting SystemExample Report

The Metasys Advanced Reporting System is availableon ADXs running SQL Server software with SQL ServerReporting Services. The Metasys Advanced ReportingSystem is an option during the ADX installation. Usersare authorized with the Advanced Reporting option in theSecurity Administrator System. For details, refer to theMetasys Advanced Reporting System and EnergyEssentials Help (LIT-12011312).

ADX with Energy EssentialsAn add-on to the Metasys Advanced Reporting System,Energy Essentials provides seven fundamental energyreports that no site should be without. From the EnergyOverview report that displays a high-level view ofnormalized energy use across your site, to the LoadProfile report that graphically presents your daily electricaldemand, stored data is transformed into meaningfulinformation with the Metasys system.

Energy Essentials offers the following seven reports:

• Big Picture Energy• Consumption• Electrical Energy• Production• Simple Energy Cost• Load Profile• Equipment Runtime

Note: Energy Essentials is not supported on a systemwith SQL Server 2016 software.

For details, refer to the Metasys Energy EssentialsCatalog Page (LIT-1900600).

Figure 15: Metasys Energy Essentials System


ADX Split ConfigurationThe ADX software and its associated database softwareare often installed on one computer (a unified ADX).However, the ADX also can be installed in a splitconfiguration, which involves installing ADX-relatedsoftware on two computers. Splitting provides enhancedsecurity for historical data. Using the ADX in a splitconfiguration allows you to locate the Metasys systemdatabases behind a firewall, which reduces the risk ofexposingMetasys system data to unauthorized users onthe Internet. The split configuration also allows you tolocate Metasys system databases on an existing SQLServer computer using existing resources (hardware,software, and technical personnel), potentially loweringthe cost of installing and monitoring theMetasys system.

In an ADX split configuration, the computer running SQLServer software is known as the database servercomputer, and it stores historical Metasys system data.The ADX software itself and all required ADXprerequisites reside on a second computer, known asthe web/application server computer. In a splitconfiguration, the SCT must reside on a third computer.Users browse to the web/application server computer tosee system data. The database server computer cannotbe used as a historical data repository by more than oneweb/application server computer.

Note: Cloud-based applications are not available for all sites.

Figure 16: Metasys Network with an ADX in Split Configuration


ADS/ADX Concurrent UsersTable 1 lists examples of the number of concurrent userssupported for the ADS/ADX.Table 1: Example of ADS Concurrent Users (FiveUsers)

Metasys UISMP50

32

05

Note: If there are 5 users logged into SMP, no userscan log into the Metasys UI.

Table 2 lists examples of the number of concurrent userssupported for the ADX 10-user base product codes.Table 2: Example of ADXConcurrent Users (10 Users)

Metasys UISMP250

205

169

010



Metasys UISMP250

1510

520

025



Metasys UISMP500

4010

2525

050


Table 5 lists examples of the number of concurrent userssupported for the ADX 100-user base product codes.Table 5: Example of ADX Concurrent Users (100Users)

Metasys UISMP500

5010

5025

5050

075

0100

Note: If there are over 50 users logged into SMP, nousers can log into the Metasys UI.


Extended Application and Data Server (ADX) Split ConfigurationGuidelinesTable 6: ADX Split Configuration Guidelines

GuidelineProductMust be loaded on a full server.

Notes:

ADX Web/Application Server

• ADX software and all required ADX prerequisites reside on a web/application server.Users browse to the web/application server to see system data.

• You may install Metasys Advanced Reporting System or Energy Essentials on thisserver.

Must be loaded on a full server.ADX Database Server

Note: SQL Server software resides on the ADX database server. The database serverstores historical Metasys system data and serves as a historical data repositoryfor the web/application server.

Must be loaded on a third server that is separate from the ADX web/application serverand ADX database server.

System Configuration Tool (SCT)

Included Software Tools

Export UtilityThe Export Utility extracts historical trend, alarm, andaudit data from the system and presents the data in avariety of formats. Using these flexible formats, inprograms such as Microsoft Excel® and Access, userscan easily sort, compare, and archive data inspreadsheets and databases. For details, refer to theMetasys® Export Utility Product Bulletin (LIT-1201800).

Metasys Database ManagerThe Metasys Database Manager allows you to monitor,manage, purge, and back up Metasys system historicaldatabases on an ADS/ADX. For details, refer to theMetasys® Database Manager Help (LIT-12011202).

System Configuration Tool (SCT)The SCT is included with the ADS/ADX software package.It allows you the convenience of defining and modifyingMetasys system databases offline, supported by wizardsthat guide you through the entire process. SCT uses thesame Metasys user interface used with all othercomponents of the system (ADS/ADXs and networkengines). You do not have to learn a different mode ofoperation when working with SCT.

Figure 17: System Configuration Tool

With SCT, you can perform all configuration featuresrequired to set up an automation system, including:

• defining all ADS/ADXs and network engines• defining field controllers• configuring field points and operating parameters• setting up the navigation tree structure including user

navigation trees• configuring system features such as user graphics,

programmed logic control sequences, alarms, trends,and event message destinations

• configuring spaces and equipment and associatinggraphics for the Metasys UI and Metasys UI Offline


• configuring Demand Limit and Load Rolling (DLLR)to monitor energy meters for electricity, gas, steam,or water, and automatically shed equipment loadsaccording to user-defined levels. Demand Limit helpsmanage utility demand charges. Load Rolling controlsequipment operating levels to reduce total energyconsumption.

• creating optimal start logic• simulating control logic

• configuring spaces and equipment, including usingthe Rapid Archive Creation process

• downloading, uploading, and archiving network engineconfiguration databases

The Metasys UI Offline is installed with SCT.

Controller Configuration Tool (CCT)CCT is used to configure, simulate, and commission FieldEquipment Controllers (FECs), Advanced ApplicationField Equipment Controllers (FACs), Input/OutputModules (IOMs), and VAV Modular Assembly (VMA) 16devices on the MS/TP bus. For details, refer to theController Tool Help (LIT-12011147).


Ordering InformationFor complete ordering information, refer to the Metasys System Software Purchase Options Product Bulletin(LIT-12011703).

Table 7: ADS/ADX Ordering Information for New or Upgrade SoftwareMigration SoftwareProduct Code Number

Upgrade SoftwareProduct CodeNumber

New SoftwareProduct CodeNumber

ProductDescriptions

Base Product Code

MS-ADS05U-8MS-ADS05U-6MS-ADS05U-0Application and DataServer

For any combination upto 5 concurrent SMPand Metasys UI users

MS-ADS05U

MS-ADX10U-8MS-ADX10U-6MS-ADX10U-0Extended Applicationand Data Server


MS-ADX10U

MS-ADX10U-8MS-ADX10SQL-6MS-ADX10SQL-0Extended Applicationand Data Server


Includes Microsoft®SQL Server® 2014software with 4-corelicense

MS-ADX10SQL

MS-ADXSWO-8MS-ADXSWO-6MS-ADXSWO-0Extended Applicationand Data Server


MS-ADXSWO

MS-ADXSWOSQL-8MS-ADXSWOSQL-6MS-ADXSWOSQL-0Extended Applicationand Data Server


Includes Microsoft SQLServer 2014 softwarewith 4-core license

MS-ADXSWOSQL



MS-ADX50U


Table 7: ADS/ADX Ordering Information for New or Upgrade SoftwareMigration SoftwareProduct Code Number

Upgrade SoftwareProduct CodeNumber

New SoftwareProduct CodeNumber

ProductDescriptions

Base Product Code

MS-ADX50SQL2-8MS-ADX50SQL2-6MS-ADX50SQL2-0Extended Applicationand Data Server


For use on server withdual processors or 8cores1


MS-ADX50SQL2

MS-ADS50SQL-8MS-ADX50SQL-6MS-ADX50SQL-0Extended Applicationand Data Server


For use on server withsingle processor or 4cores


MS-ADX50SQL



MS-ADX100U

MS-ADX100SQL2-8MS-ADX100SQL2-6MS-ADX100SQL2-0Extended Applicationand Data Server


For use on server withdual processors or 8cores1


MS-ADX100SQL2

1 Servers with dual processors or 8 cores are recommended for ADX 50 user and 100 user software.


ADS and ADX Application TablesTable 8: Data Access Ability on an ADS and ADX

Questions to AskADXADSCharacteristicBefore Archiving Data

Which kind of standard reportingdo you need?• If you need only historical

values for selected points, installan ADS.

• If you need historical pointvalues, offline conditions, audits,events, and more, install anADX with the MetasysAdvanced Reporting system.

Yes• Trend Studies• Export Utility• Metasys Advanced

Reporting system• Energy Essentials

Yes• Trend Studies• Export Utility

Standard Reports

Do you need custom reporting?• If you do not need custom

reporting, install an ADS.• If you need custom reporting,

install an ADX and plan for anynecessary expert help to createand interpret custom reportsusing third-party tools.

Yes - with Third-Party Tools

Various third-party tools

Yes - with Third-PartyTools


Custom Reports

After Archiving Data

Do you need to access or querydata from more than one archiveat a time?• If you would like to access data

from each archive separately,install an ADS.

• If you would like to access datafrom several archives or all yourarchives, use third-party toolsto merge the archives, install anADX, and query the completemerged archive file. Plan for anynecessary expert help.

Yes - with Third-Party Tools• SQL Server software• Microsoft Reports

software

Yes - with Third-PartyTools


Merging of Archives for DataAccess and Reporting


Table 9: Data Storage Characteristics of the ADS and ADXQuestions to AskADXADSCharacteristicHow far back do you need to collect databefore archiving?• In a typical system2, the ADS database

reaches the database capacity inapproximately 3.5 years.

• In a typical system3, the ADX databasereaches the 40 GB capacity inapproximately 2.5 years.

40 GB

(minimum free spacerequired on the computerafter ADX installation)

The database canexpand until all hard diskspace is used.

10 GBDatabase Capacity1

Do you need automatic or scheduledarchiving?• If you do not need automatic or scheduled

archiving, an ADSmay be appropriate. Youmust archive manually when the databaseis full to avoid offline Metasys serverconditions.

• If you require automatic or scheduledarchiving, install an ADX. Automaticarchiving prevents offline Metasys serverconditions.

• Manual• Automatic• Scheduled

ManualArchive TypeAvailable

Do you have experienced InformationTechnology specialists on hand?

If you have experienced IT specialists on site,they may require specific third-party archivemanagement tools or prefer the powerful SQLServer software capabilities of the ADX.

• Metasys DatabaseManager

• Microsoft SQLServersoftware

• Metasys DatabaseManager

• SQL Server ManagementStudio Express software

Archiving Tools

1 Be aware of the physical limitations of hard disk space available on the computer. You must have room for all installedprograms, the active database, archives, temporary database files, and other supporting files. Automatic archiving does nottake place if no free disk space is available.

2 A typical system consists of an ADS and 4 to 5 NAEs with approximately 20% of points trended at 30-minute intervals.3 A typical system consists of an ADX and 15 NAEs with approximately 20% of points trended at 15-minute intervals.

Table 10: Client Computer Requirements for Site Management Portal UI, SCT, Metasys UI, and Metasys UIOffline

Metasys UI

Metasys UI Offline

Site Management Portal UI

System Configuration Tool (SCT)Intel® Core™ i5 ProcessorIntel® Core™ i5 ProcessorRecommended Processor 1

8 GB (1 GB minimum)18 GB (1 GB minimum)1Recommended RandomAccess Memory (RAM)

40 GB hard disk (minimum)40 GB hard disk (minimum)Hard Disk Capacity

Windows® 10 Pro and Enterprise Editions withAnniversary Update (version 1607) (64-bit)Windows® 8.1 Pro and Enterprise Editions withUpdate 1 (64-bit)

Windows® 7 Professional, Enterprise, and UltimateEditions with SP1 (64-bit)

Windows® 7 Professional, Enterprise, and UltimateEditions with SP1 (32-bit)

Apple® macOS® 10.12 Sierra

Apple® OS X® 10.11 El Capitan

Windows® 10 Pro and Enterprise Editionswith Anniversary Update (version 1607)(64-bit)Windows® 8.1 Pro and Enterprise Editionswith Update 1 (64-bit)

Windows® 7 Professional, Enterprise, andUltimate Editions with SP1 (64-bit)

Windows® 7 Professional, Enterprise, andUltimate Editions with SP1 (32-bit)



Supported OperatingSystem



Metasys UI

Metasys UI Offline


System Configuration Tool (SCT)Windows® Internet Explorer® 11.0.9600.18449Update version 11.0.35 or laterNotes:

• The Metasys UI does not support InternetExplorer 11 on Windows 10 operating systems.

• In Internet Explorer 11, select theUseMicrosoftcompatibility lists option, found under Tools> Compatibility View Settings, to ensure thatwebsites appear and function correctly.

• MetasysUI does not support InPrivate Browsing.To exit InPrivate Browsing, close the browserwindow and open a new browser window.

Microsoft® Edge®

Google® Chrome™ version 54 or laterNote: Metasys UI does not support incognito

mode. To exit incognito mode, click or tapthe X icon of the browser window or tab andthen open a new browser window or tab.For more information on incognito mode inGoogle Chrome, click here.

Apple® Safari® 10 or later

Note: Metasys UI does not support privatebrowsing. To exit private browsing, click ortap Private in the browser window.Other web browsers, such as Mozilla®Firefox®, are not officially supported by theUI. However, the Metasys UI may appearand function appropriately in these webbrowsers.

Windows® Internet Explorer®11.0.9600.18449 Update version 11.0.35or later

Note: In Internet Explorer 11, select theUse Microsoft compatibility listsoption, found under Tools >Compatibility View Settings, toensure that websites appear andfunction correctly.

Apple® Safari® 10 or laterNotes:• In OS X, you cannot view Graphics+

graphics in the Site Management PortalUI.

• You use the web browser to downloadthe Launcher application. After youinstall the Launcher application, you usethe Launcher, not the web browser, tolog in to the Site Management Portal(SMP) UI.

Supported Web Browsers

Android™ 4.4 or later

iOS 10.0 or later

N/ASupported Mobile PhoneOperating Systems

Android 4.4 or later

iOS 10.0 or later

N/ASupported Tablet OperatingSystems


https://support.google.com/chrome/answer/95464


Metasys UI

Metasys UI Offline


System Configuration Tool (SCT)Ethernet network interface card 10/100/1000 Mbps

Follow these guidelines and recommendations:

• For optimal performance, use a wired connectionfor computers browsing to the Metasys UI.

• Alternatively, for mobile phones and tablets, youcan use a wireless IEEE 802.11 connection ona 4G network. Browsing to the Metasys UI overa 3G communications network is possible, butit is not recommended or supported.

• High latency (also called lag or wait time) cancause the Metasys UI to disconnect from theADS or ADX.

• To avoid high latency, we recommend a networkwith 20 mpbs upload speed.

• Signal strength impacts the overall performanceof the Metasys UI. For the best results, ensureyou have a strong signal for your wirelessconnection.

Ethernet network interface card 10/100/1000Mbps

Network Communication

1024 x 768 or higher resolution and 16-bit or highercolor depth

Other features may require 1600 x 900 resolution.Additionally, you may need to set your monitordisplay at Small 100% setting (Control Panel > AllControl Panel Items > Display).

1024 x 768 or higher resolution and 16-bitor higher color depth

Monitor


Technical Specifications

Application and Data Server (ADS) System RequirementsTable 11: Application and Data Server (ADS) System Requirements (5 Users)

Intel i7 processor latest version with at least four cores or better

2 x 500 GB hard disk (RAID 1)2 with 40 GB free space after installation of allprerequisite software and before installation of ADS software. Configure RAID 1(mirroring) with disk write-caching turned on.

DVD drive

Note: Prerequisite software includes the supported operating system, databasesoftware, .NET Framework, and any other software or service packs requiredfor your ADS configuration.

Recommended Computer Platform1

Graphics card (1 GB RAM, ATI® Technologies or NVIDIA® Corporation, 64-bitcompatible [for 64-bit operating systems], Small Form Factor [SFF] if required)

8 to 16 GB RAM (64-bit systems)Required Minimum Memory3

4 GB RAM (32-bit systems)


Table 11: Application and Data Server (ADS) System Requirements (5 Users)Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607)(64-bit)

Note: The Windows 10 Anniversary Update (version 1607) is required for anyWindows 10 computer that runs Metasys software, including theADS/ADX/ODS. Verify this update is installed before installing or upgradingMetasys software. From the Start Menu, typeWinver in the Windows searchbar. ClickWinver to open About Windows.

If you are upgradingMetasys software before installing this update, you mustdo the following:

1. uninstall the previous versions of all Metasys software2. install the Windows 10 Anniversary Update (version 1607)3. install the latest Metasys software

Supports:• SQL Server® 2016 Express with SP1 (64-bit)• SQL Server® 2014 Express with SP2 (64-bit)• SQL Server® 2012 Express with SP3 (64-bit)

Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.For more information, refer tohttps://support.microsoft.com/en-us/kb/2979597.

Supported Operating Systems4 andDatabase Software

Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)

Supports:• SQL Server® 2016 Express with SP1 (64-bit)• SQL Server® 2014 Express with SP2 (64-bit)• SQL Server® 2012 Express with SP3 (64-bit)


Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)

Supports:• SQL Server® 2014 Express with SP2 (64-bit)• SQL Server® 2012 Express with SP3 (64-bit)



Supports:• SQL Server® 2014 Express with SP2 (32-bit)• SQL Server® 2012 Express with SP3 (32-bit)

Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607)(64-bit)Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)





Supported Operating Systems forMetasys Site Management Portal ClientComputer


https://support.microsoft.com/en-us/kb/2979597



Table 11: Application and Data Server (ADS) System Requirements (5 Users)Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later

Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option,found under Tools > Compatibility View Settings, to ensure that websitesappear and function correctly.

Apple® Safari® 10 or laterNotes:

• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.• You use the web browser to download the Launcher application. After you install

the Launcher application, you use the Launcher, not the web browser, to log into the Site Management Portal (SMP) UI.

Supported Web Browser Software forMetasys Site Management Portal ClientComputers

Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or laterNotes:

• The Metasys UI does not support Internet Explorer 11 on Windows 10 operatingsystems.

• In Internet Explorer 11, select the Use Microsoft compatibility lists option,found under Tools > Compatibility View Settings, to ensure that websitesappear and function correctly.

• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing,close the browser window and open a new browser window.

Microsoft® Edge®

Google® Chrome™ version 54 or laterNote: Metasys UI does not support incognito mode. To exit incognito mode, click

or tap the X icon of the browser window or tab and then open a new browserwindow or tab. For more information on incognito mode in Google Chrome,click here.


Note: Metasys UI does not support private browsing. To exit private browsing, clickor tap Private in the browser window.Other web browsers, such as Mozilla® Firefox®, are not officially supportedby the UI. However, the Metasys UI may appear and function appropriatelyin these web browsers.

Supported Web Browser Software forMetasys UI Client Devices

Microsoft Hyper-V™, VMware®Supported Virtual Environments

Site Management Portal (SMP)

Metasys UI

Supported User Interfaces

Launcher softwareCCT softwareAdditional Software Included with theADS Microsoft SQL Server 2012 Express

software with SP3 (64-bit)Export Utility software

Microsoft .NET Framework Version 4.6.1Metasys Database Manager software

SCT software

Any network or local printer supported by the qualified Windows operating systemOptional Hardware

Graphic Generation ToolOptional Software

1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable.Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/serverrecommendations.

2 For best performance, use Serial Attached SCSI (SAS) hard drives, not Small Computer System Interface (SCSI) hard drives.3 For best performance, use the maximum amount of memory that the computer allows.4 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system

settings that may be required for your Metasys system configuration.



ExtendedApplication andData Server SystemRequirements (Unified10 or 25 User ADX)Table 12: Extended Application and Data Server System Requirements (Unified ADX Systems, 10 or 25Users)

2.4 GHz Intel Xeon® four core single processor or better

2 x 600 GB hard disk (RAID 1)2 with 40 GB free space after installation of all prerequisitesoftware and before installation of ADS software. Configure RAID 1 (mirroring) with diskwrite-caching turned on.

DVD drive

Note: ADX prerequisite software includes the Windows operating system, SQL Serversoftware, Windows .NET Framework, and any other software or SPs required byyour ADX configuration.

Recommended Server Platform1

16 to 32 GB RAMRequired Minimum Memory3

Windows® Server® 2016 (64-bit)

Supports:• SQL Server® 2016 with SP1 (64-bit)• SQL Server® 2014 with SP2 (64-bit)• SQL Server® 2012 with SP3 (64-bit)

Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. Formore information, refer to https://support.microsoft.com/en-us/kb/2979597.

Supported Operating Systems4and Database Software

Windows® Server® 2012 R2 with Update 1 (64-bit)






Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607) (64-bit)Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)





SupportedOperating Systems forMetasys Site Management PortalClient Computer





Table 12: Extended Application and Data Server System Requirements (Unified ADX Systems, 10 or 25Users)

Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later

Notes:

• In Internet Explorer 11, select the Use Microsoft compatibility lists option, foundunder Tools > Compatibility View Settings, to ensure that websites appear andfunction correctly.

• Metasys Advanced Reporting System and Energy Essentials support Internet Explorer11 on all computer platforms except on Windows 10. On Windows 10 computers, bothInternet Explorer 11 and Microsoft® Edge®.


• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.• You use the web browser to download the Launcher application. After you install the

Launcher application, you use the Launcher, not the web browser, to log in to the SiteManagement Portal (SMP) UI.

SupportedWebBrowser Softwarefor Metasys Site ManagementPortal Client Computers

Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or laterNotes:• TheMetasysUI does not support Internet Explorer 11 onWindows 10 operating systems.• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found

under Tools > Compatibility View Settings, to ensure that websites appear andfunction correctly.

• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing, close thebrowser window and open a new browser window.

Microsoft® Edge®

Google® Chrome™ version 54 or laterNote: Metasys UI does not support incognito mode. To exit incognito mode, click or tap

the X icon of the browser window or tab and then open a new browser window ortab. For more information on incognito mode in Google Chrome, click here.


Note: Metasys UI does not support private browsing. To exit private browsing, click ortap Private in the browser window.Other web browsers, such as Mozilla® Firefox®, are not officially supported by theUI. However, the Metasys UI may appear and function appropriately in these webbrowsers.

SupportedWebBrowser Softwarefor Metasys UI Client Devices



Metasys UI


Microsoft SQL Server 2012 software withSP35

CCT softwareAdditional Software Includedwiththe ADX

SCT softwareExport Utility software


Launcher software

Note: The Metasys Advanced Reporting System requires an ADX. The SCT computermust be online and accessible to the ADX at all times.





Energy Essentials

Graphic Generation Tool

Optional Software


2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write-caching enabled.3 For best performance, use the maximum amount of memory. An ADX with 16 GB RAM has much greater performance than

an ADX with only 4 GB RAM.4 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system

settings that may be required for your Metasys system configuration.5 SQL Server software is only included with the MS-ADX10SQL product.

For SQL Server software, you must purchase SQL Server software licenses per the guidelines listed here: SQLServer 2016, SQL Server 2014, and SQL Server 2012.

ExtendedApplication andData Server SystemRequirements (Unified50 or 100 User ADX)Table 13: Extended Application and Data Server System Requirements (Unified ADX Systems, 50 or 100Users)

Two processors: 2.4 GHz Intel Xeon® Dual Processors with a minimum of 8 cores eachor better

6 x 300 GB 15,000 RPM hard disk (RAID 5)2 with 50 GB free space after installation of allprerequisite software and before installation of ADS software. Configure RAID 5 with diskwrite-caching turned on.

RAID Controller-PERC H710 with 1 GB Cache

DVD driveNote: ADX prerequisite software includes the Windows operating system, SQL Server

software, Windows .NET Framework, and any other software or SPs required byyour ADX configuration.


32 GB RAMRequired Minimum Memory


https://www.microsoft.com/en-us/sql-server/sql-server-2016-pricing


https://www.microsoft.com/en-us/licensing/product-licensing/sql-server-2014.aspx

http://download.microsoft.com/download/7/3/C/73CAD4E0-D0B5-4BE5-AB49-D5B886A5AE00/SQL_Server_2012_Licensing_Reference_Guide.pdf





Supported Operating Systems3and Database Software







Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607) (64-bit)Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)







Notes:













• TheMetasysUI does not support Internet Explorer 11 onWindows 10 operating systems.• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found



Microsoft® Edge®








Metasys UI


Microsoft SQL Server 2012 software with SP34CCT softwareAdditional Software Includedwiththe ADX

Microsoft .NET Framework Version 4.6.1Export Utility software

SCT softwareMetasys Database Manager software

Launcher software


Any network or local printer supported by the qualified Windows operating system.Optional Hardware

Energy Essentials


Optional Software


2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write caching enabled.3 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system


For SQL Server software, you must purchase a SQL Server software licenses per the guidelines listed here: SQLServer 2016, SQL Server 2014, and SQL Server 2012.







Extended Application and Data Server System Requirements (Split10 or 25 User ADX)Table 14: Extended Application and Data Server System Requirements (Split ADX Systems, 10 or 25 Users)

Web/Application Server

2.4 GHz Intel Xeon® four core single processor or better.

2 x 600 GB hard disk (RAID 1)2 with 40 GB free space after installation of all prerequisitesoftware4 and before installation of ADS software. Configure RAID 1 (mirroring) with diskwrite-caching turned on.

DVD drive

Notes:

• Metasys Advanced Reporting System and Energy Essentials must reside on the ADXweb/application server.

• Metasys UI must reside on the ADX web/application server.


Database Server

2.4 GHz Intel Xeon® four core single processor or better.

2 x 600 GB hard disk (RAID 1) with 40 GB free space after installation of all prerequisitesoftware4 and before installation of ADS software. Configure RAID 1 (mirroring) with diskwrite-caching turned on.

DVD drive

SCT Computer

In a split configuration, you cannot install SCT on either the ADX web/application servercomputer or the ADX database server computer. Refer to the System Configuration ToolCatalog Page (LIT-1900198) for current SCT computer requirements.

16 GB RAM (web/application server and database server for 10 or 25 user ADX)Required Minimum Memory3




Supported Operating Systems5 ,

6 with Supported DatabaseSoftware











Table 14: Extended Application and Data Server System Requirements (Split ADX Systems, 10 or 25 Users)Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607) (64-bit)Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)







Notes:








• TheMetasysUI does not support Internet Explorer 11 onWindows 10 operating systems.• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found



Microsoft® Edge®








Metasys UI




Table 14: Extended Application and Data Server System Requirements (Split ADX Systems, 10 or 25 Users)Microsoft SQL Server 2012 software with SP3(64-bit)7

CCT softwareAdditional Software Includedwiththe ADX

Microsoft .NET Framework Version 4.6.1Export Utility software

SCT softwareMetasys Database Manager software

Launcher software


Any network or local printer supported by the qualified Windows operating system.Optional Hardware

Energy Essentials


Optional Software


2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write caching enabled.3 For best performance, use the maximum amount of memory. An ADX with 16 GB RAM has much greater performance than

an ADX with only 4 GB RAM.4 ADX prerequisite software includes the Windows operating system and SQL Server software, Windows .NET Framework,

and any other software or service packs required for your ADX configuration.5 The web/application and database servers must have the same operating system installed.6 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system








Extended Application and Data Server System Requirements (Split50 or 100 User ADX)Table 15: Extended Application and Data Server System Requirements (Split ADX System, 50 or 100 Users)

Web/Application Server

Two processors: 2.4 GHz Intel Xeon® Dual Processors with a minimum of 8 coreseach or better

6 x 300 GB 15,000 RPM hard disk (RAID 5)2 with 50 GB free space after installationof all prerequisite software4 and before installation of ADS software. Configure RAID5 with disk write-caching turned on.

RAID Controller-PERC H710 with 1 GB cache

DVD drive

Notes:

• Metasys Advanced Reporting System and Energy Essentials must reside on theADX web/application server.

• Metasys UI must reside on the ADX web/application server.

Recommended Server Platform 1

Database Server

Two processors: 2.4 GHz Intel Xeon® Dual Processors with a minimum of 8 coreseach or better

6 x 300 GB 15,000 RPM hard disk (RAID 5) with 50 GB free space after installationof all prerequisite software4 and before installation of ADS software. Configure RAID5 with disk write-caching turned on.

RAID Controller-PERC H710 with 512 NV Cache

DVD drive

SCT Computer

In a split configuration, you cannot install SCT on either the ADX web/applicationserver computer or the ADX database server computer. Refer to the SystemConfiguration Tool Catalog Page (LIT-1900198) for current SCT computerrequirements.

32 GB RAMRequired Minimum Memory3


Table 15: Extended Application and Data Server System Requirements (Split ADX System, 50 or 100 Users)Windows® Server® 2016 (64-bit)



Supported Operating Systems andDatabase Software5,6







Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607)(64-bit)Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)





Supported Operating Systems forMetasys Site Management Portal ClientComputer


Notes:


• Metasys Advanced Reporting System and Energy Essentials support InternetExplorer 11 on all computer platforms except on Windows 10. On Windows 10computers, both Internet Explorer 11 and Microsoft® Edge®.


• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.• You use the web browser to download the Launcher application. After you install

the Launcher application, you use the Launcher, not the web browser, to log into the Site Management Portal (SMP) UI.

Supported Web Browser Software forMetasys Site Management Portal ClientComputers





Table 15: Extended Application and Data Server System Requirements (Split ADX System, 50 or 100 Users)Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or laterNotes:

• The Metasys UI does not support Internet Explorer 11 on Windows 10 operatingsystems.


• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing,close the browser window and open a new browser window.

Microsoft® Edge®

Google® Chrome™ version 54 or laterNote: Metasys UI does not support incognito mode. To exit incognito mode, click

or tap the X icon of the browser window or tab and then open a new browserwindow or tab. For more information on incognito mode in Google Chrome,click here.


Note: Metasys UI does not support private browsing. To exit private browsing, clickor tap Private in the browser window.Other web browsers, such as Mozilla® Firefox®, are not officially supportedby the UI. However, the Metasys UI may appear and function appropriatelyin these web browsers.

Supported Web Browser Software forMetasys UI Client Devices



Metasys UI


Microsoft SQL Server 2012 software withSP37

CCT softwareAdditional Software Included with theADX

SCT softwareExport Utility software


Launcher software

Note: The Metasys Advanced Reporting System requires an ADX. The SCTcomputer must be online and accessible to the ADX at all times.


Energy Essentials


Optional Software


2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write caching enabled.3 For best performance, use the maximum amount of memory. An ADX with 32 GB RAM has much greater performance than

an ADX with only 16 GB RAM.4 ADX prerequisite software includes the Windows operating system and SQL Server software, Windows .NET Framework,

and any other software or service packs required for your ADX configuration.5 The web/application and database servers must have the same operating system installed.6 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system









Building Technologies & Solutions507 E. Michigan Street, Milwaukee, WI 53202

Metasys® and Johnson Controls® are registered trademarks of Johnson Controls.All other marks herein are the marks of their respective owners.© 2018 Johnson Controls

www.johnsoncontrols.comPublished in U.S.A.


Documents

Application and Data Server (ADS) and ... - Johnson …cgproducts.johnsoncontrols.com/MET_PDF/1201525.pdf · ApplicationandDataServer(ADS)andExtendedApplication andDataServer(ADX)ProductBulletin