Metasys® System Extended Architecture Direct Connection and Dial

Metasys®SystemDirect Connection andDial-UpConnectionApplication Note

Code No. LIT-1201639Software Release 5.1Issued February 2016

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

Document Introduction.............................................................................................................2Summary of Changes.........................................................................................................................2Related Documentation......................................................................................................................2

Related Concepts.......................................................................................................................2Communications Setup......................................................................................................................3

Detailed Procedures..................................................................................................................3Microsoft Windows XP Operating Systems Direct Serial Connection...........................................3Direct Serial Communications Checklist Windows XP Operating Systems..........................................3Adding a Null Modem Serial Cable.......................................................................................................4Making a New Direct Serial Connection Using Windows XP Operating Systems..............................10Completing a New Direct Serial Connection Using Windows XP Operating Systems.......................18Dial-Up Connection...........................................................................................................................21Dial-Up (Modem) Communications Checklist.....................................................................................22Adding a Modem.................................................................................................................................22Downloading the USR 5637 Modem Driver........................................................................................22Making a New Dial-Up Connection Using Windows XP Operating Systems......................................26Completing a New Dial-Up Connection Using Windows XP Operating Systems...............................32Enabling Communication with Multiple Internet Addresses................................................................35Establishing the Connection...............................................................................................................40Making a New Dial-Up Connection Using Windows 7 Operating Systems........................................43

Troubleshooting.......................................................................................................................46Error 733............................................................................................................................................46Error 777............................................................................................................................................47User Name or Password Not Accepted..........................................................................................47

1Metasys® System Direct Connection and Dial-Up Connection Application Note

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

Document IntroductionThis document provides the prerequisites, guidelines, and instructions for establishing direct serial connections anddial-up modem connections between a service person’s laptop computer running the Windows® 7 or Windows XP®operating system (OS) and one of the following devices:

• Network Automation Engine (NAE)• Network Integration Engine (NIE)• Application and Data Server (ADS)• Extended Application and Data Server (ADX)

The computer with a web browser that you are connecting to an NAE or NIE can reside on an ADS or an ADX, butwe recommend that the computer with a web browser be a separate computer to achieve optimal performance fromthe ADS/ADX.

The information in this document is also useful when troubleshooting direct serial connections and dial-up modemconnections in Metasys® system solutions.

Summary of ChangesThe following information is new or revised:

• Updated Dial-Up Connection section to include new modem and firmware version 1.1.0 language• Updated file names and screen captures in Downloading the USR 5637 Modem Driver section• Updated note in Completing a New Dial-Up Connection Using Windows XP Operating Systems section• Updated language in Establishing the Connection section

Related DocumentationSee Table 1 for sources of further information on related topics.

Table 1: Related DocumentationLIT NumberSee DocumentFor Information On

LIT-1201527Metasys System Overview Technical BulletinUnderstanding the Metasys System

LIT-1201578Network and IT Professional Technical BulletinUnderstanding Network and InformationTechnology Requirements for Metasys System

LIT-1201519NAE Commissioning GuideConfiguring and Troubleshooting an NAE45,NAE55, or NIE

LIT-1201645ADS/ADX Commissioning GuideConfiguring and Troubleshooting an ADS

LIT-12011528Metasys System Extended ArchitectureRemote Access Installation Instructions

Reducing the Download Time After Establishinga Connection

Related ConceptsYou must set the communications parameters before configuring for a connection. See the Communications Setupsection in this document.

Direct serial connection, also called direct connect, is a connection made from a computer to another computer orsome other device (such as an NAE or NIE) using a null modem cable connected from the serial port on the computerto a serial port on the other computer or device. See the Microsoft Windows XP Operating Systems Direct SerialConnection section in this document. Use a direct serial connection for troubleshooting, support, or to obtaininformation in any of the following circumstances:

• There is no Local Area Network (LAN) or cable modem to use for a connection with the NAE/NIE or ADS/ADX.• There is a firewall blocking the user from connecting to the NAE/NIE or ADS/ADX.


Note: This document describes direct connect using a serial port on a computer to the Serial A RS-232 port on theNAE or NIE using a null modem cable. This procedure applies only to a computer running the Windows XPOS. Direct serial connection using a null modem cable is not supported on a computer with the Windows 7OS.

In a dial-up connection, a computer uses a modem to call and connect to another computer or some other device(such as an NAE or NIE). You must connect the NAE or NIE to a phone line. An example application for a dial-upconnection is monitoring a remote site with a computer. See the Dial-Up Connection section in this document. Usea dial-up connection for troubleshooting, support, or to obtain information in any of the following circumstances:

• There is no ADS/ADX.• The ADS/ADX is located in another part of the building.• You cannot connect from the web browser.

Communications SetupThis document only covers the setup for the computer. You must also set up the other devices to which the computerconnects. For performance reasons, the external modemUniversal Serial Bus (USB) driver is not loaded as a default.For security reasons, Dial In capability is not enabled by default. To successfully configure a direct serial or dial-upconnection, you must set up the communications for each device.

The following documents cover how to set up the NAE, NIE, or ADS:

• Establishing the NAE Network Parameters and Establishing the NAE Direct-Connect and Modem Parameterssections of the NAE Commissioning Guide (LIT-1201519)

• Configuring an ADS/ADX to Accept Dial-Up Connections section of the ADS/ADX Commissioning Guide(LIT-1201645)

For direct connect communications, you must use identical settings for each NAE or NIE.

For dial-up communications, you must also use identical settings for each NAE or NIE; however, you must eitherset up a different phone number for each connection when configuring the computer, or you can change the phonenumber each time you connect to a different NAE/NIE.

Detailed Procedures

Microsoft Windows XP Operating Systems Direct Serial ConnectionYou can connect a serial port on the computer to the Serial A RS-232 port on the NAE or NIE using a null modemcable. Refer toWiring section of the NAE55/NIE55 Installation Instructions (Part No. 24-10051-0) for information onthe physical connections.

Direct Serial Communications Checklist Windows XP Operating SystemsThe setup of communications between a computer and an external device is a multi-step process. Table 2 is a guideto verify that all steps required for successful communications using a direct serial connection are complete.


Table 2: Direct Serial Communications Checklist Windows XP Operating SystemsCompletedTaskStep

Verify that the null modem serial cable is installed. On the Windows Start menu,select Settings > Control Panel. Double-click the Phone And ModemOptions icon.(Click the Printers and Other Hardware icon if you are using Category view.) IfCommunications cable between two computers is not on the Modems tab of thePhone And Modem Options screen, go to the Adding a Null Modem Serial Cablesection in this document.

1

Make a new direct serial connection. See the Making a New Direct SerialConnection Using Windows XP Operating Systems section in this document.

2

To continue by generating databases for NAE/NIEs, refer to the NAECommissioning Guide (LIT-1201519).

3

Adding a Null Modem Serial CableTo add a null modem serial cable:

1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears.2. Double-click the Phone And Modem Options icon. The Phone And Modem Options screen appears.3. Click the Modems tab (Figure 1). If a null modem serial connection already exists, it appears here, listed as

Communications cable between two computers. Click Cancel and continue to the Making a New DirectSerial Connection Using Windows XP Operating Systems section. Otherwise, continue with Step 4.


Figure 1: Modems Tab - Phone and Modem Options Screen

4. Click Add. The Install New Modem screen appears (Figure 2).


Figure 2: Install New Modem Screen

5. Check the Don’t Detect my modem; I will select it from a list check box. Click Next. The next Install NewModem screen appears (Figure 3).


Figure 3: Install New Modem Screen - Select Manufacturer/Model

6. In the Manufacturers list, check [Standard Modem Types]. In the Models list, check Communications cablebetween two computers. Click Next. The next Install New Modem screen appears (Figure 4).


Figure 4: Install New Modem Screen - Select Port

7. Select the port where the null modem serial cable is connected. Click Next. The final Install New Modem screenappears (Figure 5).


Figure 5: Install New Modem Screen - Installation Finished

8. Click Finish. The Phone And Modem Options screen reappears with the completed null modem serial cableinstallation (Figure 6).

9. If the communications cable is not automatically selected, select it. Click OK.


Figure 6: Phone and Modem Options Screen - Installation Complete

10. Close the Control Panel screen.

Go to the Making a New Direct Serial Connection Using Windows XP Operating Systems section.

Making a New Direct Serial Connection Using Windows XP Operating SystemsPerform the tasks in this section for theWindows XP operating system. Then follow the instructions in theCompletinga New Direct Serial Connection Using Windows XP Operating Systems section.

To make a new direct serial connection using Windows XP:

1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears.2. Double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category

view.3. Select create a new connection. The Network Connection Wizard Welcome screen appears. Click Next. The

Network Connection Type screen appears (Figure 7).


Figure 7: Network Connection Type Screen

4. Click Set up an advanced connection. Click Next. The Advanced Connection Options screen appears (Figure8).


Figure 8: Advanced Connection Options Screen

5. Click Connect directly to another computer. Click Next. The Host or Guest screen appears (Figure 9).


Figure 9: Host or Guest Screen

6. Click Guest. Click Next. The Connection Name screen appears (Figure 10).


Figure 10: Connection Name Screen

7. Enter the name for the new connection. Click Next. The Select a Device screen appears (Figure 11).


Figure 11: Select a Device Screen

8. Click Communications cable between two computers (COM1). Click Next.9. The New Connection Wizard Connection Availability screen appears (Figure 12).


Figure 12: New Connection Wizard Connection Availability Screen

10. Select Anyone’s use. Click Next.11. Completing the New Connection Wizard screen appears with the name you entered for the new connection

(Figure 13).


Figure 13: Completing the New Connection Wizard Screen

12. Click Finish. For some network configurations, a warning screen appears (Figure 14) after completing theNetwork Connection Wizard. Click OK.

Figure 14: Warning Screen

Continue with the Completing a New Direct Serial Connection Using Windows XP Operating Systems section.


Completing a New Direct Serial Connection Using Windows XP Operating SystemsComplete the Network ConnectionWizard before proceeding. See theMaking a New Direct Serial Connection UsingWindows XP Operating Systems section.

To complete a new direct serial connection using Windows XP:

1. When the Connect screen appears (Figure 15), click Properties.

Figure 15: Connect Screen

The Connection Properties screen appears (Figure 16), indicating Direct Connection in the title bar.


Figure 16: Connection Properties Screen

2. On the General tab, click Configure. The Modem Configuration screen appears (Figure 17).


Figure 17: Modem Configuration Screen

3. In the Maximum speed (bps) drop-down list box, click the speed of the NAE/NIE port to which the computer isconnecting.

Note: Use Serial A port on the NAE/NIE for direct serial connections. The default port speed for Serial A portis 115,200 bits per second (bps).

4. In the Hardware features section, verify that the Enable hardware flow control check box is the only check boxselected (Figure 17). Click OK. The Connection Properties screen returns (Figure 16).

5. Click the Networking tab (Figure 18).


Figure 18: Connection Properties Screen - Networking Tab

6. In the Components checked are used by this connection list, clear all check boxes except the Internet Protocol(TCP/IP) check box. Click OK. The Connect screen returns (Figure 15).

Note: The check boxes for some components may appear shaded. These check boxes are unavailable andcannot be cleared.

7. Click Cancel. The new direct serial connection is complete.

Go to the Establishing the Connection section.

Dial-Up ConnectionFor the Metasys system, you can use the following dial-up connections:

• External Modem - Connect a supported external Universal Serial Bus (USB) modem to the USB A port on theNAE/NIE or connect an external USB modem to the USB port on the ADS/ADX. The USRobotics® USR563756K and Radicom Research V92HU-E2 modems are the supported modems.

Note: The USRobotics USR5637 modem requires firmware version 1.1.0. Dial-out problems occur if you updatethe firmware to a newer version. To obtain firmware version 1.1.0 for this modem, search for Article 33356on the Field Support Center Solutions Database website (http://support.controls.johnsoncontrols.com/kb),or contact your local Johnson Controls field representative.

• Internal Modem - Connect a phone line to the Modem RJ-11 port on the NAE/NIE.


http://support.controls.johnsoncontrols.com/kb

Refer to theWiring section of the NAE55/NIE Installation Instructions (Part No. 24-10051-0) or NAE35/NAE45Installation Instructions (Part No. 24-10050-6) for information on these connections.

Dial-Up (Modem) Communications ChecklistThe setup of dial-up (modem) communications on a computer is a multi-step process. Table 3 is a guide to verifythat all steps required for successful communications using a dial-up connection are complete.

Table 3: Dial-Up (Modem) Communications ChecklistCompletedTaskStep

Verify that the modem you are using is installed. On the Windows Start menu, clickSettings > Control Panel. Double-click the Phone And Modem Options icon. (Click thePrinters and Other Hardware icon if you are using Category view.) If the modem you wantto use is not on the Modems tab of the Phone And Modem Options screen, go to Addinga Modem in this document.

1

Make a new dial-up connection. Each site to which you want to establish a dial-upconnection must have its own connection. See the Making a New Dial-Up ConnectionUsing Windows XP Operating Systems section in this document.

2

To continue by generating databases for NAE/NIEs, refer to the Configuring the NAE55Technical Bulletin (LIT-1201519).

3

Complete the connection. See theMaking a NewDirect Serial Connection UsingWindowsXP Operating Systems section in this document.

4

Establish the connection. See the Establishing the Connection section in this document.5

Adding a ModemIf available, follow the manufacturer’s instructions to add a modem. Otherwise, use the following instructions. Firstyou must download the appropriate modem driver.

Downloading the USR 5637 Modem DriverTo download the USR 5637 modem driver:

1. Navigate to the US Robotics 5637 USB modem web page at:

http://www.usr.com/support/product-template.asp?prod=56372. Select the appropriate modem driver. For Windows XP, Windows 7, andWindows Server 2008, the file is located

under the 32 Bit Driver for Windows XP, 2003, Vista, 2008, Win 7, Win 8, and Win 10 section.3. Click USR5637Voice32bit.EXE. The File Download - Security Warning dialog box (Figure 19) appears.


http://www.usr.com/support/product-template.asp?prod=5637

Figure 19: File Download - Security Warning

Note: If you are using Internet Explorer® version 11, the dialog box appears at the bottom of your screen(Figure 20).

Figure 20: File Download - Security Warning Internet Explorer 11

4. Click Save and select the location on your computer to save the file.5. Browse to the location of the saved file.6. Double-click USR5637Voice32bit.EXE. The Welcome to the Device Driver Installation Wizard dialog box

appears.7. Click Next. The Software Installation dialog box (Figure 21) appears.


Figure 21: Software Installation Dialog Box

8. Click Continue Anyway. The software installation proceeds. When the installation completes, the Completingthe Device Driver installation screen (Figure 24) appears.

Figure 22: Completing the Device Driver Installation Wizard Dialog Box

9. Insert the USR 5637 modem.


10. Click Finish. The Welcome to the Found New Hardware Wizard dialog box (Figure 23) appears.

Figure 23: Welcome to the Found New Hardware Wizard Dialog Box

11. Click Next. The Completing the Found New Hardware Wizard dialog box appears


Figure 24: Completing the Found New Hardware Wizard

12. Click Finish.

Go to the Making a New Dial-Up Connection Using Windows XP Operating Systems section in this document.

Making a New Dial-Up Connection Using Windows XP Operating SystemsPerform the tasks in this section. Then follow the instructions in the Completing a New Dial-Up Connection UsingWindows XP Operating Systems section.

To make a new dial-up connection using Windows XP:

1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears.2. Double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category

view, then click on the network Connections icon. The Network Connections screen appears.3. Select create a new connection. The Network Connection Wizard Welcome screen appears.4. Click Next. The Network Connection Type screen appears (Figure 25).


Figure 25: Network Connection Type Screen

5. Click Connect to the network at my workplace. Click Next. The Network Connection screen appears (Figure 26).


Figure 26: Network Connection Screen

6. Click Dial-up connection. Click Next. The Connection Name screen appears (Figure 27).


Figure 27: Connection Name Screen

7. Enter a name for the new connection. Click Next. The Phone Number to Dial screen appears (Figure 28).


Figure 28: Phone Number to Dial Screen

8. Enter a phone number (without hyphens) to dial for the new connection. Click Next. The Completing the NewConnection Wizard screen appears (Figure 29).


Figure 29: Completing the New Connection Wizard Screen

9. Click Finish. For some network configurations, a warning screen appears (Figure 30) after completing the NetworkConnectionWizard. Click OK and continue toCompleting a NewDial-Up Connection UsingWindows XPOperatingSystems.

Figure 30: Warning Screen

Continue with the Completing a New Dial-Up Connection Using Windows XP Operating Systems section.


Completing a New Dial-Up Connection Using Windows XP Operating SystemsComplete the Network Connection Wizard before proceeding. See the Making a New Dial-Up Connection UsingWindows XP Operating Systems section.

To complete the new dial-up connection:

1. When the Connect screen appears indicating the name of the new connection in the title bar (Figure 31), clickProperties. The Connection Properties screen appears (Figure 32).

Note: The standard user name is MetasysSysAgent, and it is not case sensitive. For the MetasysSysAgentdefault password, contact your local Johnson Controls® representative. The default password is casesensitive.

Figure 31: Connect Screen


Figure 32: Connection Properties Screen

2. On the General tab, click Configure. The Modem Configuration screen appears (Figure 33).


Figure 33: Modem Configuration Screen

3. In the Maximum speed (bps) list, select the speed of the NAE/NIE port to which the computer is connecting.

Note: The default port speed for the NAE/NIE is 115,200 bps. Use this port speed for communication via a USBport. Use 57,600 bps as the maximum port speed if you are connecting to an NAE/NIE using a 56kmodem. (Remember to configure the NAE/NIE to communicate at 57,600 bps for use with a 56k modem.)

4. Clear the Enable modem compression check box (Figure 33). Click OK. The Connection Properties screenreturns (Figure 32).

5. Click the Networking tab (Figure 34).


Figure 34: Connection Properties Screen - Networking Tab

6. In the Components checked are used by this connection list, clear all check boxes except the Internet Protocol(TCP/IP) check box. Click OK. The Connect screen returns (Figure 31).

Note: The check boxes for some components may appear shaded. These check boxes are unavailable andcannot be cleared.

7. Click OK. The new dial-up connection is complete.

Go to the Enabling Communication with Multiple Internet Addresses section in this document.

Enabling Communication with Multiple Internet AddressesTo enable the computer to communicate with multiple Internet addresses (other than the Metasys device)

1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears.2. Double-click the Network And Dial-Up Connections icon. The Network And Dial-Up Connections screen appears

(Figure 35).


Figure 35: Network and Dial-Up Connections Screen

3. Double-click the modem used. The Connect Modem screen appears.4. Select Properties. The Modem Properties screen appears (Figure 36).


Figure 36: Modem Properties Screen

5. On the Networking tab, click Properties. The Internet Protocol TCP/IP Properties screen appears (Figure 38).


Figure 37: Modem Properties Screen - Networking Tab

6. Click the Advanced button (Figure 38). The Advanced TCP/IP Properties screen appears. (See Figure 39.)


Figure 38: Internet Protocol (TCP/IP) Properties Screen

7. Clear the Use default gateway on remote network box (Figure 39).


Figure 39: Advanced TCP/IP Settings Screen

8. Click OK.

Go to the Establishing the Connection section in this document.

Establishing the ConnectionImportant: The download process can take up to 1.5 hours. Use the Metasys Remote Access utility to reduce the

time required for downloading. Refer to the Metasys System Extended Architecture Remote AccessInstallation Instructions (LIT-12011528) for more information.

If you are using a dial-up connection, check that the NAE/NIE is set for dial-up connections before you establish theconnection. Refer to the NAE Commissioning Guide (LIT-1201519) or the NAE85/NIE85 Commissioning Guide(LIT-12011044) for details.

To establish the connection:

1. Change the NAE/NIE to enable and allow incoming connections on the modem used for the dial-up connection.2. Reboot the NAE/NIE to load the USB drivers if the connection uses an external modem.3. Double-click the icon on the desktop for the connection you created. If you did not create an icon on the desktop,

access the icon in the Network and Dial-Up Connections (Windows 7) folder or the Network Connections (WindowsXP) folder.


Use the following default user names and passwords to access the Metasys system:

Standard Access:

user name: MetasysSysAgent

Note: For the MetasysSysAgent default password, contact your local Johnson Controls representative.

Basic Access:

user name: BasicSysAgent

password: For the BasicSysAgent default password, contact your local Johnson Controls representative.

Note: The passwords are case sensitive.

Note: The Johnson Controls® disclaimer statement appears the first time you log in.

Note: The Basic Access password is disabled by default and must be enabled before you use it to access thesystem.

4. Double-click the icon on the desktop for the connection you created and select Status (Figure 40). If you did notcreate an icon on the desktop, browse to and double-click the icon in the Network and Dial-Up Connections(Windows 2000) folder or the Network Connections (Windows XP) folder.

Figure 40: Desktop Connection Icon

5. The Dialup to NAE Status dialog box appears (Figure 41).


Figure 41: Dialup to NAE Status Dialog Box

6. On the Details tab, note the address in the Server IP address field (Figure 42).

Figure 42: Details Tab


7. Click Close.8. Log on to the user interface of the NAE/NIE from your Web browser using the following URL:

http://[insert IP address here]/Metasys/

Replace [insert IP address here] with the IP address found in Step 5.

Note: The dial-up connection does not automatically disconnect when you exit Metasys software. Close theconnection with the disconnect command. See Figure 40.

Making a New Dial-Up Connection Using Windows 7 Operating SystemsPerform the tasks in this section to create a new dial-up connection using Windows 7:

1. On the Windows Start menu, click Control Panel > Network Sharing Center. On the left, click Change AdapterSettings.

2. Press the ALT key. The File menu appears on the top.3. Select File > New Incoming Connection. The Allow connection to this computer screen appears (Figure 43).

Figure 43: Allow Connections to This Computer Screen

4. Select the users that you want to grant access to the ADX configuration. You must add the each user nameand password for the NAE to which you are connecting.

Note: The user name and password must be identical to the user name and password on the NAE to whichyou are connecting.

5. Click Next. The How will people connect? screen appears (Figure 44).


Figure 44: How Will People Connect Screen

6. Select the modem. Click Next. The next Allow connections to this computer screen appears (Figure 45).7. Select Internet Protocol Version 4 (TCP/IPv4).8. Select Properties. The Incoming IP Properties window appears (Figure 46).9. Select the Specify IP addresses button. Ensure the IP address range matches your network settings.



Figure 46: Incoming Properties Window

Note: If your network utilizes Dynamic Host Configuration Protocol (DHCP), you can select the Assign IPaddress automatically using DHCP button.

10. Click OK. The Incoming IP Properties window closes.11. Select Allow Access.12. The next Allow connections to this computer screen appears (Figure 47).13. Write down the computer name for future use.14. Close the window.15. Verify that the connection appears in the Network Connections folder (Figure 48).



Figure 48: Network Connections Folder

TroubleshootingUse the information here to troubleshoot direct or dial-up connections. See Table 1 for documents that containtroubleshooting information for the NAE/NIE and ADS/ADX.

Error 733Figure 49: Error 733 - PPP Control Protocol Disagreement


See Table 4 for information on causes and resolution of this error.

Table 4: Error 733 - PPP Control Protocol DisagreementTo resolve this error...This error results occurs because...When using this hardware...Select a different communicationsprotocol.

IPS/IPX protocol is selected.NAE/NIE

Error 777Figure 50: Error 777 - Connection Device Out of Order

See Table 5 for information on causes and resolution of this error.

Table 5: Error 777To resolve this error...This error results occurs because...When using this

hardware...Change the communication speed to match thecorrect setting for the modem used.

Maximum communication speed is setincorrectly.

NAE/NIE

Select a different COM PORT.The COM PORT setting is incorrect.NAE/NIE

User Name or Password Not AcceptedFigure 51: User Name or Password Not Accepted

To correct this error, obtain a correct Metasys system user name or password and repeat the login procedure.


Building Efficiency507 E. Michigan Street, Milwaukee, WI 53202

Metasys® and Johnson Controls® are registered trademarks of Johnson Controls, Inc.All other marks herein are the marks of their respective owners.© 2016 Johnson Controls, Inc.

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


Documents

Metasys® System Extended Architecture Direct Connection and Dial