Metasys System Software Purchase Options Product Bulletin

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1 Metasys System Purchase Options Bulletin No. LIT Issued August 217 Overview Johnson Controls offers a variety of Metasys software packages scaled to meet the requirements of your Metasys sites. In addition to new software options for new Metasys installations, we also offer upgrade, migration, and site subscription software packages to continually improve and expand your existing Metasys sites. These various software offerings allow you to keep your Metasys site up-to-date, with the latest features, capabilities, and performance enhancements that increase the value of your investment. The current software release version varies by Metasys product. See Table 9 and Table 11 in Ordering Information for the current version of each product. Johnson Controls Metasys software offerings include the following: New : New Metasys software is available for sites that do not have a previous version of the Metasys software installed. Upgrade : Metasys upgrade software provides the latest software revision for Application and Data Servers/ Servers (ADSs/ADs), Open Data Server (ODS), Network Engines (NxE8s), and LONWORKS Control Servers (LCS8s) on sites with previous versions of the Metasys software. Migration : Metasys migration software enables you to migrate from a previous major release to a more current release and increase or decrease the number of users on your existing Metasys site. Site Subscription Services: A Metasys site subscription service provides automatic and economical Metasys upgrades for either one full year or three full years after purchase. Copy : Copy software is a duplicate copy of software available for customers who want a DVD reproduction of the current Metasys software package to remain at the Metasys site. Refer to the QuickLIT website for the most up-to-date version of this document. Depending on the package, Metasys software options include Metasys server, network engine, user interface applications, system and controller configuration tools, database utilities, and reporting tools. Some Metasys software packages include Microsoft SQL Server database software. See Table 8 for specific product information. Metasys Definitions Here are some definitions of terms to help you determine the most efficient and economical way to build, maintain, and enhance your Metasys sites. Major Release: Major Metasys software releases include significant new products, features, and enhancements. Major releases are indicated by a new major release number followed by a dot zero (x.). For example, Release 7. and Release 8. are major releases. Upgrading Release 6.x or 8.x software to is a major upgrade. Minor Release: Minor Metasys software releases provide minor product and feature enhancements. Minor releases are indicated by a new minor release number following the associated major release number. For example, Release 8.1 is a minor release. Therefore, upgrading Release 8. software to Release 8.1 is a minor upgrade. Required: Various third-party software applications and components necessary to install and operate a Metasys system. Required software may be included with your Metasys software purchase; some required software must be purchased separately. Examples of required software include supported Microsoft operating systems (OSs), Microsoft SQL Server database software, and third-party antivirus software. Included: All of the software applications and components included with your Metasys software purchase. Included software may be required or may be optional software applications, components, or tools that provide additional functions and features. See Table 8 in Ordering Information for more information on the software included in the Metasys offerings. Metasys System Purchase Options Bulletin 1

2 Purchased Separately: Required or optional software that is not included with your Metasys software purchase and must be purchased from Johnson Controls or a third-party vendor. For example, Microsoft OSs and antivirus software must be purchased separately. Depending on the Metasys software package, SQL Server software may need to be purchased separately. License: A Metasys software package and end-user license agreement is required for each Metasys ADS/AD, ODS, NxE8, LCS8, and Network Integration Engine (NIE89) on a Metasys system site. Each computer or server package on a site must be licensed after a new installation and re-licensed after any major upgrade to the current release. Also, every ADS/AD that is migrated must be re-licensed after the migration. See Licensing Information for more details. Metasys for Validated Environments: Metasys for Validated Environments (MVE), extended is for facilities that require regulatory compliance for their environmental systems. MVE brings the flexibility and convenience of a web interface to your regulated facility. MVE is specifically designed to help customers address United States Food and Drug Administration (USFDA) Title 21, of Federal Regulation (CFR) Part 11 compliance. MVE software can only be installed on an existing Metasys AD, and the AD must be at the current major release level. MVE software does not include an AD; you must order AD software separately from MVE software. When ordering MVE software, you must purchase it for major and minor releases. Note: The Metasys ODS does not support MVE software. See Table 11 in Ordering Information and refer to Metasys for Validated Environments, Architecture Catalog Page (LIT-19466) for more MVE product information. Metasys Package Details See Table 8 through Table 12 in Ordering Information for software package descriptions, included and required software, number of users, number of objects, and product code numbers for ordering new, upgrade, migration, and site subscription Metasys software packages. New, upgrade, migration, and site subscription software packages do not include the required Microsoft OSs. Some Metasys software packages do not include the required SQL Server database software. Antivirus software is not included. Required or optional third-party applications must be purchased separately. The required Metasys hardware (computers, servers, engines, and controllers) is not included with Metasys software packages. Upgrading or migrating your Metasys system may require upgrading third-party software such as the Microsoft OS and the SQL Server database software. All third-party upgrades must be purchased separately (except for the Metasys software packages that include SQL Server). Only Johnson Controls technicians or Johnson Controls authorized representatives may install Metasys software. Metasys software prices may not include the labor to install the software. New Metasys New software is current-release Metasys software packages for original (new project) installation at sites that do not have a previous release of Metasys software installed. New Metasys software packages are identified by a - suffix on the product code number. Note: ADS, AD, and ODS software packages are sold per computer or server, not per site. You must license new Metasys software after installation. For information on licensing, see Licensing Information. Metasys Upgrade Upgrade software is current-release Metasys software for upgrading products, such as ADSs/ADs, ODS, NxE8s, and LCS8s, at sites that have a previous major release of the Metasys software already installed (for example, upgrading Release 8.x or earlier software to.) Metasys upgrade software packages are identified by a -6 suffix on the product code number. Metasys upgrade software packages may also include upgrades to the current supported Microsoft SQL Server software (for example, upgrading an existing AD1 to an AD1SQL). For major upgrades (for example, upgrading Release 8.x or earlier to ), you must purchase a current Metasys upgrade software package. For minor upgrades (for example, upgrading Release 8. to Release 8.1), your Johnson Controls representative can upgrade the site. Metasys System Purchase Options Bulletin 2

3 Note: Typically, there is no cost for ADS/AD software for minor upgrades. However, not all minor release software packages are at no cost. For MVE software, you must order and pay for minor upgrades. For more information, contact your local Johnson Controls representative. For a nominal cost, you can also purchase a copy of the upgrade software for your Metasys site. See Metasys Copy for details. To determine if you must re-license your upgrade software, see Licensing Information. Metasys Migration Migration software is current Metasys software packages for upgrading an existing ADS or AD to the current release version and migrating the ADS or AD to a different number of users. For examples, see Table 1. Metasys migration software packages are identified by a -8 suffix on the product code number. See Table 9 for software migration code number examples. Table 1: Migration Options From Release 7.x or Earlier to From Release 7.x or To Earlier -User ADS 1-User AD 2-User AD -User AD 1-User AD 2-User AD -User AD 1-User AD -User ADS 2-User AD -User AD 1-User AD -User ADS 1-User AD -User AD 1-User AD -User ADS 1-User AD 2-User AD 1-User AD Note: You cannot migrate an ADS or AD to an ODS. Table 2: Metasys UI Compatibility ADS/AD or ADS-Lite Metasys UI Version Release Release Release or Metasys UI is a separate installation at this release. 2 Metasys UI is part of the server installation at this release. All software migrations require re-licensing after the migration. The software license reflects the number of users and the object count for which the software is licensed. Be prepared to provide the original serial number from the Metasys software product disk or have the project information ready. Having this information helps to expedite authorization and issuing of your new Site Key. For more information on licensing, see Licensing Information. Site Subscription Services Site subscription services ensure that the subscriber automatically receives every major and minor Metasys release upgrade for either 1 year or 3 years after purchasing the site subscription. The upgrade software on media or disks is automatically sent to the customer when the next release is available. A newly placed 1-year subscription service order is active for 1 year from the day that the subscriber is billed for the service. For a newly placed 3-year subscription service order, the order is active for 3 years from the day that the subscriber is billed. However, for either level of service, the subscriber does not receive any software until the next Metasys release (major or minor) is available for shipping. When the next release is shipped, subscription service orders are automatically processed and shipped to the address provided by the subscriber. Metasys site subscription software packages are identified by an -SCS (1 year) or -SC3 (3 year) suffix on the product code number. When ordering a site subscription service, simply identify the Metasys software package or packages on the site for which you want to purchase a subscription service. When you purchase a site subscription, your Metasys site must be at the current major release level. For example, if you have ADS/AD Release 8.x software and the currently available release for an ADS/AD is Release 9.x, you must purchase an upgrade to Release 9.x before you can purchase a site subscription. Metasys System Purchase Options Bulletin 3

4 Site subscription services are not automatically renewed. You must renew your site subscription at the end of the site subscription agreement. Metasys site subscription services have a no-refund policy. Configuration Tool Use You are allowed to install and use the Metasys Configuration Tools on as many computers as necessary at the job site. These tools include the System Configuration Tool (SCT), Controller Configuration Tool (CCT), and M-Tools. Metasys Copy You can purchase (for a nominal cost) a DVD reproduction of the Metasys software package installed on your Metasys site. Copy software is available only for the current Metasys release; you cannot order copy software for any previous Metasys releases. Metasys copy software packages are identified by an MS-COPYprefix on the product code numbers. Licensing Information You must license the NxE8, LCS8, NIE89, and ODS Metasys software products immediately after installation or upgrading. If the license is not active at product startup, the Metasys software, including all network communications, will automatically shut down. If you try to log in to the Site Management Portal after the software has shut down, a message appears indicating that the product is not licensed. We recommend that you install or upgrade Metasys software only if you are able to license your product immediately. You must license the ODS, NxE8, LCS8, and NIE89 software immediately after installation or upgrading. If the license is not active at product startup, the software, Ethernet, and trunk communications to the Metasys system automatically shut down. If you try to log in to the Site Management Portal after the software has shut down, a message appears indicating that the product is not licensed. We recommend that you install or upgrade Metasys software only if you are able to license your product immediately. You must also license the following Metasys software: ADS/AD, Metasys Export Utility, Energy Essentials, Advanced Graphics Application, and Metasys for Validated Environments (MVE). You must license Metasys software after a new installation. You must re-license Metasys software after a major upgrade (for example, when upgrading from Release 8.x or earlier to 9.) or migration. You can continue using the same license if you are upgrading to a minor release (for example, Release 8. to Release 9.). Beginning at Release 8., transferring a license is no longer an option in the License Activator. To transfer a license to another computer, remove the license key from the original computer. Install the software on the new computer, and then obtain a new license key for the new computer. Refer to the License Activator Technical Bulletin (LIT-12164) for more information and instructions on how to properly license your Metasys product. ADS/AD Concurrent Users Table 3 lists examples of the number of concurrent users supported for the ADS. Table 3: Example of ADS Concurrent Users (Five Users) SMP Metasys UI 2 Note: If there are users logged into SMP, no users can log into the Metasys UI. 3 Table 4 lists examples of the number of concurrent users supported for the AD 1-user base product codes. Table 4: Example of AD Concurrent Users (1 Users) SMP Metasys UI 9 1 Note: If there are 1 users logged into SMP, no users can log into the Metasys UI Metasys System Purchase Options Bulletin 4

5 Table lists examples of the number of concurrent users supported for the AD 2-user base product codes. Table : Example of AD Concurrent Users (2 Users) SMP Metasys UI Note: If there are 2 users logged into SMP, no users can log into the Metasys UI. 2 1 Table 6 lists examples of the number of concurrent users supported for the AD -user base product codes. Table 6: Example of AD Concurrent Users ( Users) SMP Metasys UI Table 7 lists examples of the number of concurrent users supported for the AD 1-user base product codes. Table 7: Example of AD Concurrent Users (1 Users) SMP Metasys UI Note: If there are over users logged into SMP, no users can log into the Metasys UI. Note: If there are users logged into SMP, no users can log into the Metasys UI. Metasys System Purchase Options Bulletin

6 Ordering Information The following tables provide product codes for ordering new software, upgrades, migrations, and site subscriptions. Table 8 provides Metasys software package details, including number of users, required SQL Server database software, and the included or enabled software for the base software packages. (See Table 9 for the new, upgrade, migration, and site subscription service packages available at the current release.) The base product codes described in Table 8 are not orderable software packages. See Table 9, Table 11, and Table 12 for the complete product code numbers for the Metasys software packages that are available at Release 9.. For more information regarding software license requirements, refer to the Microsoft Windows Operating System and SQL Server License Requirements appendix of the Network and IT Guidance Technical Bulletin (LIT ). Table 8: Metasys Package Details Base of Users SQL Database Requirements (Without Suffix) Included or Enabled Metasys SMP UI 7 Metasys UI 7 SQL Express Required 2 Included Full SQL Server Database Required 3 Purchase Separately Full SQL Server Database Required 3 Included SCT, CCT Included Metasys Database Manager Included Metasys Export Utility Included Advanced Reporting Included Energy Essentials Enabled Purchase Separately 4 Network Engine Images Included for Upgrades, Migrations, and Subscriptions MS-ADSU 1 MS-AD1U 1 1 MS-AD1SQL 1 1 MS-ADSWO 1 2 MS-ADSWOSQL 1 2 MS-ADU 1 MS-ADSQL2 1 MS-ADSQL 1 MS-AD1U 1 1 MS-AD1SQL2 1 1 MS-ODS2K N/A MS-ODS2KSQL N/A Metasys System Purchase Options Bulletin 6

7 Table 8: Metasys Package Details Base of Users SQL Database Requirements (Without Suffix) Included or Enabled Metasys MS-MULTENG N/A N/A MS-NE8 1 N/A 6 1 The - version of this product code does not contain the MULTENG image. 2 For operation on a desktop computer platform only. 3 For operation on a full server platform only. 4 Energy Essentials is supported on these software platforms. However, you must purchase Energy Essentials separately (not included with the software platforms). For ODSs operating on a full server platform running SQL Server software with SQL Server Reporting Services. 6 For one computer or server only. 7 This number is a maximum number of users logged into the SMP UI or the Metasys UI, and is not the total concurrent users. For more information on supported concurrent users for the ADS/AD, see ADS/AD Concurrent Users. Metasys System Purchase Options Bulletin 7

8 Table 9 provides the product code numbers for ordering the new, upgrade, migration, and site subscription Metasys software packages that are available at. (See Table 8 for more information regarding the software that is included in the Metasys software packages.) Table 9: Metasys Packages and s Available at Base Description Current Release Version New Upgrade Migration Site Subscription Service =1 year =3 years MS-ADSU 1 Server For users MS-ADSU- MS-ADSU-6 MS-ADSU-8 MS-ADSU-SCS MS-ADSU-SC3 MS-ADSONLY 1 Server software subscription for one additional server that is not a site director MS-ADSONLY-SCS MS-ADSONLY-SC3 For users MS-AD1U 1 Server MS-AD1U- MS-AD1U-6 MS-AD1U-8 MS-AD1U-SCS MS-AD1U-SC3 For 1 users MS-AD1SQL 1 Server with SQL Server 212 with SP2 software included 2 MS-AD1SQL- MS-AD1SQL-6 MS-AD1SQL-8 For 1 users MS-ADONLY 1 Server software subscription for one additional server that is not a site director MS-ADONLY-SCS MS-ADONLY-SC3 For 1 users MS-ADSWO 1 Server For 2 users MS-ADSWO- MS-ADSWO-6 MS-ADSWO-8 MS-ADSWO-SCS MS-ADSWO-SC3 MS-ADSWOSQL 1 Server with SQL Server 212 with SP2 software Included 2 MS-ADSWOSQL- MS-ADSWOSQL-6 MS-ADSWOSQL-8 For 2 users Metasys System Purchase Options Bulletin 8

9 Table 9: Metasys Packages and s Available at Base Description Current Release Version New Upgrade Migration Site Subscription Service =1 year =3 years MS-AD2ONL 1 Server software subscription for one additional server that is not a site director MS-AD2ONL-SCS MS-AD2ONL-SC3 For 2 users MS-ADU 1 Server MS-ADU- MS-ADU-6 MS-ADU-8 MS-ADU-SCS MS-ADU-SC3 For users MS-ADSQL2 1 Server with SQL Server 212 with SP2 software license Included 2 MS-ADSQL2- MS-ADSQL2-6 MS-ADSQL2-8 For users For use on server with dual processors/8 cores (Recommended). 3 MS-ADSQL 1 Server with SQL Server 212 with SP2 software Included 2 MS-ADSQL- MS-ADSQL-6 MS-ADSQL-8 For users For use on server with single processor/4 cores. MS-ADONL 1 Server software subscription for one additional server that is not a site director MS-ADONL-SCS MS-ADONL-SC3 For users MS-AD1U 1 Server For 1 users MS-AD1U- MS-AD1U-6 MS-AD1U-8 MS-AD1U-SCS MS-AD1U-SC3 Metasys System Purchase Options Bulletin 9

10 Table 9: Metasys Packages and s Available at Base Description Current Release Version New Upgrade Migration Site Subscription Service =1 year =3 years MS-AD1SQL2 1 Server with SQL Server 212 with SP2 software license Included 2 For 1 users For use on server with dual processors/8 cores (Recommended). 3 MS-AD1SQL2- MS-AD1SQL2-6 MS-AD 1SQL2-8 MS-AD1ON 1 Server software subscription for one additional server that is not a site director MS-AD1ON-SCS MS-AD1ON-SC3 For 1 users MS-ODS2K 1 Open Data Server For users; 2, objects MS-ODS2K- MS-ODS2K-6 MS-ODS2K-SCS MS-ODS2K-SC3 For use on a desktop computer or full server platform. MS-ODS2KSQL 1 Open Data Server with SQL Server 212 with SP2 software license Included 2 MS-ODS2KSQL- MS-ODS2KSQL-6 For users; 2, objects For use on a full server platform. MS-MULTENGSW Network Engine Image for all NAEs, NIEs, and NCEs on a site (does not include NxE8 image) MS-MULTENGSW-6 MS-MULTENG Network Engine Image software subscription for all NAEs, NIEs, and NCEs on a site (does not include NxE8 image) MS-MULTENG-SCS MS-MULTENG-SC3 Metasys System Purchase Options Bulletin 1

11 Table 9: Metasys Packages and s Available at Base Description Current Release Version New Upgrade Migration Site Subscription Service =1 year =3 years MS-NE8SW 1, 4 Engine Image for one NxE8 (only). Standard MS-NE8SW supports up to 1, points. Model type (NAE8 or NIE8) selectable during initial configuration. MS-NE8SW- MS-NE8SW-6 MS-NE8SW-SCS MS-NE8SW-SC3 MS-LCS8SW 1, 4, Engine Image for one LCS8 (only). Ships with 1, licensed points. MS-LCS8SW- MS-LCS8SW-6 MS-LCS8SW-SCS MS-LCS8SW-SC3 MS-NIE89SW 1, 4 Engine Image for one NIE89 (only). Ships with 1, licensed points. MS-NIE89SW- MS-NIE89SW-6 MS-1UPG- Increases point count to 1, points. 6 MS-1UPG- MS-EPORT 1 Metasys Export Utility MS-EPORT- MS-EPORT-6 MS-GGT Graphic Generation Tool Release MS-GGT- MS-GGT-6 MS-EREPORT Energy Essentials MS-EREPORT- MS-EREPORT-6 MS-SCTSWO System Configuration Tool Release 12. MS-SCTSWO- MS-SCTSWO-6 MS-CCT Controller Configuration Tool Release 1.3 MS-CCT- 1 This product license is sold per computer or server, not per site. 2 The AD/ODS software with SQL Server 212 with SP3 includes the 64-bit option only. 3 Dual Processors with 8 cores per Processor are recommended for AD user and 1 user software. For more information on CPU requirements, refer to the ADS/AD Commissioning Guide (LIT-12164). 4 This product is licensed for 1, points. You must purchase the 1, object expansion upgrade (MS-1KUPG-) to increase the point count to 1,. To receive license key, provide the following information: AOMS order number, serial number, and original order number for NE8SW-. Gesytec driver is included with the LCS software license. 6 Increases point count of MS-NE8SW, MS-LCS8SW, MS-NIE89SW to 1, points. No physical disk is shipped. Contact Johnson Controls Sales in North America at or , extension 796, during North American business hours (Monday through Friday, 7:3 a.m. to 4:1 p.m. CST) or send an to software.manufacturing@jci.com. Metasys System Purchase Options Bulletin 11

12 Table 1 provides the product code numbers for ordering the Windows Embedded Standard 29 (WES29) operating system upgrade for MS-NxExx-1 network engines. Note: These product codes apply to MS-NxExx-1 engines only. They provide a paid license upgrade from the Windows P embedded operating system to the WES29 embedded operating system. Table 1: NExx-x Series Windows Embedded Standard 29 Image Files Description MS-NE-1WES-1 MS-NE-1WES-2 MS-NE-1WES- MS-NE-1SWO-6 1 Licenses - operating system upgrade from Windows P Embedded to WES29 2 Licenses - operating system upgrade from Windows P Embedded to WES29 Licenses - operating system upgrade from Windows P Embedded to WES29 only (no licenses) - upgrade software for previously purchased software and license part numbers MS-NE-1WES-xx. Table 11 provides the product code numbers for ordering the new, upgrade, migration, and site subscription MVE software packages that are available at. For additional MVE product information, refer to the Metasys for Validated Environments, Architecture Catalog Page (LIT-19466). Note: The MVE software must be installed on an AD, and the AD must be at the current major release level before you can install the MVE software. MVE software does not include an AD; you must order the AD software separately from the MVE software. MVE software cannot be installed on the Metasys ODS. A 1-user MVE software is not available. The MVE software is not included in the Johnson Controls Branch Purchase Package (BPP). Table 11: MVE Packages and s Available at Base Description Current Release Version New Upgrade Migration Site Subscription Service =1 year =3 years MS-MVEU MS-MVEU- MS-MVEU-6 MS-MVEU-SCS For users MS-MVEU-SC3 MS-MVE1U MS-MVE1U- MS-MVE1U-6 MS-MVE1U-SCS For 1 users MS-MVE1U-SC3 MS-MVE2U MS-MVE2U- MS-MVE2U-6 MS-MVE2U-SCS For 2 Users MS-MVE2U-SC3 MS-MVEU MS-MVEU- MS-MVEU-6 MS-MVEU-SCS For users MS-MVEU-SC3 Metasys System Purchase Options Bulletin 12

13 Table 11: MVE Packages and s Available at Base Description Current Release Version New Upgrade Migration Site Subscription Service =1 year =3 years MS-MVE1U MS-MVE1U-8 Migration from to 1 users MS-MVE2U MS-MVE2U-8 Migration from to 2 users MS-MVE12U MS-MVE12U-8 Migration from 1 to 2 users MS-MVE2U MS-MVE2U-8 Migration from 2 to users Metasys System Purchase Options Bulletin 13

14 Table 12 provides the product code numbers for ordering copy software at. (See Table 8 for specific base product information.) Table 12: Metasys Copy Disks Available at Description MS-COPY-ADSU MS-COPY-AD1U MS-COPY-ADSWO MS-COPY-ADU MS-COPY-AD1U MS-COPY-ODS2K DVD reproduction of base ADSU product (does not include SQL Server; for users) DVD reproduction of base AD1U (does not include SQL Server; for 1 users) DVD reproduction of base ADSWO (does not include SQL Server; for 2 users) DVD reproduction of base ADU (does not include SQL Server; for users) DVD reproduction of base AD1U (does not include SQL Server; for 1 users) DVD reproduction of base ODS2K (does not include SQL Server; for users; 2, objects) Building Technologies & Solutions 7 E. Michigan Street, Milwaukee, WI 322 Metasys and Johnson Controls are registered trademarks of Johnson Controls. All other marks herein are the marks of their respective owners. 217 Johnson Controls Published in U.S.A. Metasys System Purchase Options Bulletin 14

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