ADS/ADX Turnkey User's Guide Code No. LIT Software Release 6.0 Issued June 17, 2013 Supersedes May 10, 2013

Transcription

1 Code No. LIT Software Release 6.0 Issued June 17, 2013 Supersedes May 10, 2013 Refer to the QuickLIT Web site for the most up-to-date version of this document. Introduction...3 Naming Conventions...3 Power Recovery...3 Microsoft SQL Server Software Versions and Icons...3 Ready Access Portal...4 Metasys Advanced Reporting System - ADX Turnkeys Only...4 Detailed Procedures for ADS/ADX Turnkeys...5 Plugging in the Computer for the First Time...5 Starting the Computer for the First Time...5 Logging in for the First Time...5 Verifying the Computer Name...5 Changing Default Password for Turnkey User...5 Changing Default Password for SQL Server Administrator...6 Launching ADS/ADX Turnkey for the First Time...6 Turning off the Pop-up Blocker...6 Installing Metasys Software Patches...7 Creating a Database Backup...7 Troubleshooting...7 Network Interface Card (NIC)...7 Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name...8 Overview of Changing the ADS/ADX Turnkey Name and the Computer Name...8 Preparing the Turnkey Computer...8 Using an Existing Archive or Creating a New Archive...10 Renaming the Turnkey Computer...11 Downloading the ADS/ADX Turnkey...11 Finalizing ADS/ADX Turnkey Settings...12 Finalizing Launcher Settings...13 Uploading ADS/ADX Turnkey Name Changes to the SCT...13 Verifying the Metasys Advanced Reporting System Is Working Properly...14 Appendix: Ready Access Portal Software...15 Uninstalling Ready Access Portal Software...15 Removing the SSL Certificate for Ready Access Portal Software (Windows 7, Windows Server 2008 R2)...17 Installing Ready Access Portal Software...20 Licensing the Ready Access Portal Software...27 Preparing a Computer to Browse to the Ready Access Portal UI...27 Preparing a Handheld Device to Browse to the Ready Access Portal UI...28 Logging in to the Ready Access Portal UI...28 Troubleshooting...32 Ports Used by the Ready Access Portal Software...36 Custom Column Layout for Handheld Devices...36 Access List...37 Appendix: Restoring the ADS/ADX Turnkey...38 Introduction

2 Restoring the ADS/ADX Turnkey...38 Obtaining a New Site Key...39 Finding the Site Code and Licensing the ADS/ADX Turnkey...40 User's Guide 2

3 Introduction Welcome to your new Application and Data Server/Extended Application Data Server (ADS/ADX) Turnkey! Your Turnkey has been pre-configured with all prerequisite and Johnson Controls software installed. The ADS/ADX has been named, has many recommended performance settings enabled, and has been tested and verified for proper functionality prior to shipment. Important: Keep all collateral shipped with your ADS/ADX in a safe and accessible place. Materials shipped with your ADS/ADX Turnkey are crucial if you need to service or restore the original ADS/ADX image. Follow the instructions in Detailed Procedures for ADS/ADX Turnkeys before using your turnkey. The following sections and appendixes may be used as needed: Troubleshooting Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name: Use this procedure to change the name of the ADS/ADX and the name of the computer. Appendix: Restoring the ADS/ADX Turnkey: Use this section if you need to restore your ADS/ADX to the condition in which you received it. Naming Conventions All ADS/ADX Turnkeys are named prior to shipment with the name that was provided when the order was placed. If you need to change the name of your ADS/ADX Turnkey before placing it into service, please see Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name in this document. If you need to restore your ADS/ADX Turnkey using the recovery media, the custom name is lost and is replaced with these names: ADS Turnkey = ADS ADX Medium Turnkey = ADX10M-001 ADX Large Turnkey = ADX25L-001 Important: Do not rename the ADS/ADX Turnkey computer, unless you strictly follow the instructions in Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name. Follow the rename instructions to avoid damage to your ADS/ADX Turnkey. Any damage may not be repairable and may require you to return your ADS/ADX Turnkey. For further assistance, contact the Johnson Controls Field Support Center. Power Recovery The Turnkey includes a BIOS recover setting, which ensures power recovery after failure. If power to the Turnkey is lost, the Turnkey computer automatically restarts once power is restored. Microsoft SQL Server Software Versions and Icons The ADS Turnkey ships with SQL Server 2008 Express R2 software (64-bit), and the ADX Turnkey ships with SQL Server 2008 R2 Standard Edition software (64-bit). Note: For the purposes of this document, the term SQL Server software represents both SQL Server 2008 Express R2 software and SQL Server 2008 R2 Standard Edition software. To verify that SQL Server software is running on the computer, run the SQL Server Configuration Manager, select the instance name, and look for the Host Name entry in the Service tab of SQL Server Properties. Refer to the ADS, ADX, and SCT Installation and Upgrade Instructions Wizard Content (LIT ) for details. 3

4 Important: If you use SQL Server software to back up a database on a Turnkey, you cannot restore the database on a Turnkey that has an older version of SQL Server software installed, such as SQL Server 2000 software, SQL Server 2005 software, or Microsoft Server Desktop Engine (MSDE) 2000 software. Two SQL Server software formats cannot coexist on the same computer. If you have some customers who use the older version of SQL software and some customers who use the newer version of SQL software, you must maintain the SQL software versions on separate computers. You can work around these restrictions by downloading the archive from a system running the newer version of SQL Server software, and then uploading the archive into a system running an older version of SQL Server software. Important: For the ADS Turnkey, you may notice the presence of the SQL Server Compact 3.5 SP2 software. This component is installed as part of the SQL Server 2008 Express R2 SP2 software installation. The software is not known to interfere with the Metasys system, so we recommend that you do not manually uninstall SQL Server Compact 3.5 SP2 software. To maintain your Metasys system SQL Server databases, use the Metasys Database Manager (included on all Turnkeys) or SQL Server management tools from Microsoft Corporation. For more information, refer to the Metasys Database Manager Help (LIT ) and Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ). Ready Access Portal Both ADS and ADX Turnkeys ship with Ready Access Portal software installed. For more information on Ready Access Portal software and its User Interface (UI), refer to the Ready Access Portal Software Catalog Page (LIT ). To access the Ready Access Portal UI from a computer with the Windows Internet Explorer web browser, browse to To access the Ready Access Portal UI from a mobile device that is running the Windows Mobile 5 or Windows Mobile 5 operating system, from an Apple iphone device with ios 3.0 or later, or from an ipod Touch device with ios 3.0 or later, browse to Note: <host> in the above addresses is the hostname (computer name) or IP address of the Turnkey. When you first browse to the Ready Access Portal UI, a screen appears asking you to accept a certificate. This screen is related to the self-signed Secure Sockets Layer (SSL) certificate created to encrypt passwords for Ready Access Portal software. Important: If you plan to rename your ADS/ADX Turnkey and use Ready Access Portal software, the SSL certificates become invalid. You must uninstall Ready Access Portal software, complete the rename procedure, and then reinstall Ready Access Portal software. Metasys Advanced Reporting System - ADX Turnkeys Only The ADX Turnkeys ship with the Metasys Advanced Reporting System installed. The reporting system points to a specific System Configuration Tool (SCT) archive (MyArchive1) that is empty, except for a Site object, and can be used as a starter for site configuration. For information on using the Metasys Advanced Reporting System, refer to the Metasys Advanced Reporting System Help (LIT ). The MyArchive1 database contains Metasys Advanced Reporting System internal procedures, which are not created in databases configured on other computers or with previous releases of the Metasys system. Due to these reporting system specific features, you must follow special steps if you want to use an alternate archive created on a different computer with your turnkey Metasys Advanced Reporting System. Refer the ADS/ADX Commissioning Guide (LIT ) for instructions on changing the database referred to by the Metasys Advanced Reporting System. 4

5 Detailed Procedures for ADS/ADX Turnkeys Plugging in the Computer for the First Time Your ADS/ADX Turnkey computer may start up the first time you apply power to the device. Once a startup begins, do not disconnect power after the Windows OS initializes. We recommend that you connect all auxiliary devices (for example, keyboard, mouse) before applying power to the Turnkey. Two Ethernet ports exist on the ADS/ADX Turnkey computer, but only one port is enabled. If the Turnkey computer does not communicate using one port, move the Ethernet cable to the other port and try again. Starting the Computer for the First Time If your Turnkey is a Dell PowerEdge server and you have other Dell PowerEdge hosted server-class computers on the same network, a procedure to prevent a potential hardware IP address conflict is required. Follow these steps: 1. Disconnect the new or existing server-class Turnkey computers from the building network. 2. Power up the Turnkey computer. 3. As the system starts, press CTRL+E to stop the boot process and access the server s baseboard management controller s (BMC) BIOS settings. 4. On the BMC Configuration Utility screen, use the keyboard arrow keys to highlight LAN Parameters. Press Enter. The LAN Parameters pop-up window appears. 5. Resolve the IP address conflict as follows: If Dynamic Host Configuration Protocol (DHCP) is enabled on the network, change the IPv4 Address Source to DHCP. If DHCP is not enabled or you would like to assign a static IP address, change the IPv4 Address Source setting to Static. Manually change the following IP address settings to the desired IP address (based the static IP address supplied by your network administrator): IPv4 Address, Subnet Mask, and Default Gateway. 6. Save your changes and exit. The server restarts. Note: During Microsoft Windows Setup for your ADS or ADX Turnkey, you do not need to enter the Microsoft license product key. Logging in for the First Time The first time you are presented with the Microsoft Windows OS login box on your ADS/ADX Turnkey computer, you may log in as the Administrator user or the TurnkeyUser. Log in by selecting TurnkeyUser as the user and the TurnkeyUser default password. Refer to the documentation shipped with the product or contact your local Johnson Controls representative for this password. After you log in the first time, a command window appears. This window is present for a few moments and disappears when the processes are complete. It does not reappear with subsequent logins. The Settings box for the Metasys Database Manager also appears. You may close this window by clicking OK. For more information on the Metasys Database Manager, see the Metasys Database Manager Help (LIT ). Verifying the Computer Name All ADS/ADX Turnkeys are named at the factory with the name that was provided when the order was placed. This custom computer name is shown on a label affixed to the unit itself. After you log in for the first time, verify the actual computer name matches the name on the label. If the computer name does not match the name on the label, contact the Johnson Controls Field Support Center. If you decide you need to change the name of your ADS/ADX Turnkey before placing it into service, see Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name in this document. Changing Default Password for Turnkey User The ADS/ADX Turnkey comes with a default password for the Turnkey user. To ensure the security of your Metasys system, we highly recommend that you change the password for the Turnkey user before placing the ADS/ADX Turnkey into service. Follow these steps: Note: You also need to change the password for your Windows administrator user account. 5

6 1. Press CTRL+ALT+DEL. The operating system background screen appears. 2. Click Change a Password. The Change Password screen appears. 3. Specify the default TurnkeyUser password as the old password. Enter a new strong password and confirm the password. Note: Refer to the documentation shipped with the product, or contact your local Johnson Controls representative for the default TurnkeyUser password. 4. Click the right-arrow button. The new password is saved. Changing Default Password for SQL Server Administrator The ADS/ADX Turnkey comes with a default password for the SQL Server Administrator (sa) user. To ensure the security of your Metasys system, we highly recommend that you change the sa user password before placing the ADS/ADX Turnkey into service. Follow these steps: 1. Select Start or click the Start button and select All Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio. The Connect to Server window appears. 2. With the local server name listed, select SQL Server Authentication. 3. Enter sa for the login name and the default TurnkeyUser password. Note: Refer to the documentation shipped with the product, or contact your local Johnson Controls representative for the default TurnkeyUser password. 4. Click Connect to connect to the server. The SQL Server Management Studio screen with Object Explorer appears. 5. In Object Explorer, expand Security > Logins. The set of SQL Server users appears. 6. Highlight the sa user and right-click. Select Properties. The Login Properties window for the sa user appears. 7. Type a new password in the Password field. Type the password again in the Confirm Password field. 8. Click OK to save the new password. Launching ADS/ADX Turnkey for the First Time As configured in the factory, the ADS/ADX Turnkey computer has icons for Launcher and SMP on the Desktop, whereas the the ADX Turnkey computer has Launcher and SCT on its Desktop. Double-click the the Launcher icon to start the application. Follow these instructions to verify each icon starts its respective application. 1. On the Launcher screen, click the SMP or SCT tab to locate the device in the profile list. 2. Click the Launch button (or right-click the profile in the list and select Launch). The standard Metasys login screen appears. 3. Log in to the Metasys system. 4. Click the X icon to close the Launcher. Turning off the Pop-up Blocker The ADS/ADX Turnkey s Windows Internet Explorer pop-up blocker is disabled, but if you have a third-party pop-up ad blocker installed on the computer from which you are browsing to the Ready Access Portal UI, the login screen may not launch. To fix this problem, turn off the third-party pop-up ad blocker or change its settings to allow the Ready Access Portal UI to open a browser window. If you cannot turn off or configure the third-party pop-up ad blocker, uninstall it from the computer. To turn off the pop-up blocker: 1. Open Internet Explorer. 2. On the Tools menu, select Pop-up Blocker > Turn Off Pop-up Blocker. Note: For information on allowing pop-up windows from specific sites only, refer to the Internet Explorer Help and allow pop-up windows from the IP address of the Ready Access Portal server. This option also allows you to access the Ready Access Portal UI without login problems. 6

7 Installing Metasys Software Patches Be sure to install any applicable Metasys software patches to the ADS/ADX Turnkey. To install Metasys software patches: 1. Browse to one of the following locations: Field Support Center (FSC) Product Quick Patch page at For North American Authorized Building Controls Specialists (ABCS) Partners, go to the ABCS Exchange site under Metasys > Technical Support > Software Patches. 2. Search for patches that apply to the ADS/ADX (including the SCT and Metasys Database Manager components) for the Metasys software release in your ADS/ADX Turnkey solution. 3. Follow patch installation instructions to install the patch. Creating a Database Backup The turnkey ships with two 600 GB hard drives configured as a single logical drive using a RAID 1 configuration. This drive includes the operating system and recovery partition. Therefore, it is essential that you create a separate backup database in the event of a dual hard drive failure. For instructions on creating a separate backup database, refer to the Metasys Database Manager Help (LIT ). Troubleshooting Table 1: ADS/ADX Turnkey Troubleshooting Problem Solution Ethernet communication is not functioning properly. Network Automation Engines (NAEs)/Network Integration Engines (NIEs) fail to check in with the ADS/ADX Site Director. Two Ethernet ports exist on the ADS/ADX Turnkey computer, but only one port is enabled. If the Turnkey computer does not communicate using one port, move the Ethernet cable to the other port and try again. The NAEs/NIEs may be at a later release version than the ADS/ADX. Make sure the NAEs/NIEs and ADS/ADX are at the same release level. The date and time or time zone of your ADS/ADX do not match the date and time or time zone in your NAEs/NIEs. Verify that the date and time and the time zone are correct and consistent. The Symantec Endpoint Protection software About box indicates the wrong version. The About box for Symantec Endpoint Protection software may not indicate the software version correctly. (To view the About box, open the Symantec Endpoint Protection dialog box, click Help and Support, then select About.) The Symantec software installed on all turnkey computers is Version 11.x. Refer to supporting materials you received with your turnkey for information on the Symantec version installed on your turnkey. During ADS Turnkey initial startup, Internet Information Services (IIS) performs a number of configuration steps. In some rare cases, these steps do not execute correctly. The symptom is a Windows OS command window executing the IIS configuration that remains on the screen, does not complete the execution, and shows no activity. Do not dismiss the command window and assume the system works correctly. To resolve this issue, restore the ADS Turnkey using the instructions in Appendix: Restoring the ADS/ADX Turnkey. Network Interface Card (NIC) The ADX Turnkey computer (only) ships with two NICs; however, one NIC is disabled. ADX software with two NICs is not supported. 7

8 Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name Follow the steps in this section to change the name of an ADS/ADX Turnkey. The Turnkey name and the computer name must match for proper functionality. Important: After you follow these procedures for a Site Director, the fully qualified item references in historical data do not match the fully qualified item references in historical data, because the references have the new ADS/ADX Turnkey name. Note this detail when using tools that can access historical data, such as the Metasys Export Utility, which retrieves data representing the old item references. Important: Do not rename the ADS/ADX Turnkey computer, unless you strictly follow these instructions exactly as written. Not following these instructions damages your ADS/ADX Turnkey. You may not be able to repair any damage that results from not following these instructions, which may require you to return the computer to the vendor at your own expense. For further assistance, contact the Johnson Controls Field Support Center. You must have full Administrator rights on the ADS/ADX to complete the rename procedure. This procedure can take over an hour to complete, depending on the size of your historical databases. Be sure to allow enough time to finish all the steps. Overview of Changing the ADS/ADX Turnkey Name and the Computer Name This section provides an overview of the steps to change the name and the computer name. You must perform all the steps referenced in this section in the correct sequence to ensure success. 1. Prepare the computer. See Preparing the Turnkey Computer. 2. Prepare the archive. See Using an Existing Archive or Creating a New Archive. 3. Rename the computer. See Renaming the Turnkey Computer. 4. Download the ADS/ADX. See Downloading the ADS/ADX Turnkey. 5. Test the ADS/ADX. See Finalizing ADS/ADX Turnkey Settings. 6. Upload your changes to the SCT. See Uploading ADS/ADX Turnkey Name Changes to the SCT. Preparing the Turnkey Computer 1. If the computer has been running for several days, restart the computer and leave it connected to the network so that it can use its current IP address. If this is a new computer, connect it to a hub or switch before starting so that the computer can obtain a valid IP address. Type ipconfig in a command window to verify an IP address has been assigned. Important: If you do not obtain a valid IP address in Step 1, the computer rename process may fail. 2. Log in to the ADS/ADX Site Management Portal to verify the ADS/ADX is running. 3. Exit the ADS/ADX Site Management Portal. 4. Make sure the SCT and all other applications are closed. 5. If the Ready Access Portal software if installed, remove it now by using the steps in the Ready Access Portal Software Installation Instructions (LIT ). Make sure you do not remove Ready Access Portal databases. You reinstall the software after the rename procedure. 6. Click or double-click the clock in the lower-right hand corner of the desktop to verify that the time zone and time for the computer are correct. 7. Write down the new name you want to assign to the ADS/ADX computer. Note the case of each letter because the name is case sensitive. The new ADS/ADX name must: begin with a letter contain a maximum of 15 characters contain only letters A-Z (upper or lower case), numbers 0-9, and hyphens 8. Change the computer name label stamped on the ADS/ADX computer to the new name in Step Follow these steps to disable the connection to the network: 8

9 a. Open Control Panel, click Network and Internet > Network and Sharing Center. b. In the left pane, click Change Adapter Settings. c. Right-click the local area connection and click Disable. If you have more than one local connection, be sure to disable the correct one and take note of the adapter you disabled. Some network connections rely on the MAC address of that connection for connectivity. d. If prompted by the User Access Control dialog, click Yes. Important: If you do not disable the network connection using the procedure in Step 9, the computer rename process may fail. 10. Open the System Properties window (Figure 1) by opening Control Panel and selecting System and Security > System. The System window appears. Figure 1: System Properties or System Window - Windows 7 and Windows Server 2008 Examples 11. Write down the original ADS/ADX name as it appears in the Full computer name field. Be sure to note if the computer contains a domain name or a workgroup is specified. You need to reconfigure the computer with this information after the rename. Also note the case of each letter as the computer name is case sensitive. 12. Close all windows. 13. Log in to the ADS/ADX Site Management Portal to verify that the ADS/ADX is running. 9

10 Note: Ignore the label for the ADS/ADX that appears in the Navigation Tree. Note: If you see a screen asking for you to choose an Internet Service Provider, re-enable the network connection and go back to Step Exit the ADS/ADX Site Management Portal. 15. Go to Using an Existing Archive or Creating a New Archive. Using an Existing Archive or Creating a New Archive 1. Log in to the SCT. 2. If you are using the existing archive that came with the ADS/ADX Turnkey (MyArchive1), open that archive and add a Metasys server to the site using the Insert > Metasys Server menu option. Make sure the name you enter for the ADS/ADX matches the original name of the computer. Complete the wizard steps for adding the Metasys server. Also, if you are outside the Central time zone, adjust the time zone in MyArchive1 to match your time zone. Go to Step 8. If you are creating a new archive or using an ADS/ADX Turnkey, select Item > New Archive. 3. Enter a unique name for the new archive. When you are asked to create a new site, click Yes. 4. Follow the Insert Site Wizard instructions to create a new site. The order of the time zones in the Metasys software does not match the order in which they are presented in the Windows operating system. Use care to select the correct time zone from the list, expanding the time zone display if needed to view the exact time zone name. 5. Finish the rest of the steps in the Insert Site Wizard. 6. When the Create Device box appears, select Metasys server from the drop-down selection box. Click OK. 7. Follow the Insert Metasys server instructions to create the Metasys server. On the Identifier screen, enter the original ADS/ADX computer name from Step 11 of Preparing the Turnkey Computer. Finish the rest of the steps in the wizard. When you are finished creating the new device, the name of the Metasys server shown in the navigation tree should match the original ADS/ADX name. 8. Select the Metasys server in the navigation tree. 9. On the Tools menu, click Manage Archive. 10. On the Load Type screen, under Type, click Upload from Device. 11. Click Next on each Load Wizard screen until you reach the Site Login screen. 12. On the Site Login screen, click Test Login. If the name you entered for the matches the computer s name, the login process should succeed. 13. Click Next on each of the remaining Load Wizard screens to start the upload process. Note: If the upload is not successful, restart the computer and go to Step 1 in this section. 14. When upload Completion Status reports OK, right-click the Metasys server in the navigation tree, and click Rename. The Rename box appears. 15. In the New Name field, enter the new ADS/ADX name from Step 7 of Preparing the Turnkey Computer. 16. Click OK. 17. Exit the SCT. 18. If you have an ADS Turnkey or did not create a new ADX Turnkey archive for the Metasys Advanced Reporting System, go to Renaming the Turnkey Computer. If you created a new ADX Turnkey archive for the Metasys Advanced Reporting System, go to Step Select Start > All Programs > Accessories. Then right-click Command Prompt, and select Run as Administrator. Click Continue or Yes if prompted by the User Account Control dialog. 20. In the command window, type the following: cd C:\ProgramData\Johnson Controls\MetasysIII\SQLData\SCTArchive\ARSDBFix 10

11 21. Press Enter. 22. At the prompt, type the following: ARSDBFix.bat database name Where database name is the name of the new archive you created. If the name contains spaces, enclose the entire name in double quotes as shown above in this step. If the name has no spaces, quotes are not required. 23. Press Enter. If errors occur during execution, they appear in the command window. Note: For more information on the execution, type ARSDBFix.bat /? at the prompt and press Enter. 24. Type Exit and press Enter. 25. Go to Renaming the Turnkey Computer. Renaming the Turnkey Computer Important: Be sure to complete the steps in Preparing the Turnkey Computer andusing an Existing Archive or Creating a New Archive before following the steps in this section. Renaming the computer is only one step in the process of changing the name of the ADS/ADX. Note: Make sure you do not skip Step 9 through Step 11; otherwise, the Metasys Database Manager displays the incorrect name for the SQL Server database. 1. In Control Panel click System and Security > System. The System window appears (Figure 1). Click Change settings. Click Yes if prompted by the User Access Control dialog. 2. Click Change. 3. In the Computer name field, enter the new ADS/ADX name from Step 7 of Preparing the Turnkey Computer. If this computer is a member of a domain, specify the name in the Domain field. If the computer name included a DNS suffix, enter the DNS suffix. Note: If you join the computer to a domain, the DNS suffix appears automatically. If you join the computer to a workgroup, the DNS suffix is optional. 4. Click OK. 5. Click OK when you are prompted to restart the computer. 6. Close all windows. 7. Restart the computer, then log in. 8. Wait 5 minutes to ensure that all Windows services are fully started. 9. Select Start > All Programs > Accessories. Then, right-click Command Prompt and select Run as Administrator. Click Continue or Yes if prompted by the User Account Control dialog. 10. Type this command and press Enter: cd C:\ProgramData\Johnson Controls\MetasysIII\SQLData\SSRSsync 11. Type SQLRename.bat and press Enter. If you need SA user access rights to SQL Server, type SQLRename.bat <SA user name> <password> and press Enter. A script runs in the command window. 12. When the script is finished, close the Command Prompt window. 13. Restart the computer, then log in. 14. Go to Downloading the ADS/ADX Turnkey. Downloading the ADS/ADX Turnkey As part of the steps in this section, you enable the ADS/ADX computer connection to the network that you disabled in Step 9 of the Preparing the Turnkey Computer section. 1. Select Start > Control Panel > Network and Internet > Network and Sharing Center. 2. Click Change Adapter Settings. 11

12 3. Right-click the local area connection and click Enable. If you have more than one local connection, be sure to enable the correct one. 4. Click Yes if prompted by the User Access Control dialog. 5. If you are using Windows 7, select Start > Control Panel > System. Click Change settings. The System window appears (Figure 1). If you are using Windows Server 2008 R2, in Control Panel click System and Security > System. Click Change settings. The System window appears (Figure 1). 6. In the Full computer name field, verify that the computer name matches the new ADS/ADX name from Step 7 of Preparing the Turnkey Computer. 7. Close the System Properties window. Note: Do not log on to the ADS/ADX at this time. It may be in an invalid state. Continue with the steps. 8. Verify the name in SQL Server Configuration Manager matches the new ADS/ADX name from Step 7 of Preparing the Turnkey Computer. For SQL Server 2008, select Start > Programs or All Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager. For SQL Server 2008 R2, select Start > Programs or All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager. 9. In the tree in the left pane, click SQL Server Services. In the right pane, double-click SQL Server (instancename), where instancename is the name of your SQL Server instance. In the SQL Server (instancename) Properties box, click the Service tab. Verify that the name in the Host Name field matches the new ADS/ADX name. Note: It is normal for the name to appear in uppercase letters in the SQL Server Configuration Manager. 10. Close all windows. 11. Log on to the SCT. 12. If you have any user views, open each user view in Edit mode in the SCT, use the Find/Replace function to change the name to the new name, and save the user view. The Site Director portion of the reference updates to match the new Site Director name. 13. Click the Metasys server in the navigation tree. Note: At this time, it is normal for the site name to be the same as the original ADS/ADX name. Do not attempt to change the site name at this time. 14. On the Tools menu, click Manage Archive. 15. In the Type drop-down list box, select Download to Device. 16. Follow the wizard instructions to download the Metasys server. Be sure to do the following: a. On the Site Login screen, click Test Login to verify you can communicate with the server. b. On the Device Change screen: Do not select Use this option to rename a device via download. Do not select Use this option to change a device address via download. 17. Click Next and continue with the wizard to start the download process. 18. When the completion status reports OK, exit the SCT. The status may also report Server requires a manual reset (571). This message is normal. 19. Restart the ADS/ADX computer, then log on. 20. Go to Finalizing ADS/ADX Turnkey Settings. Finalizing ADS/ADX Turnkey Settings To finalize ADS/ADX settings: 1. Log on to the ADS/ADX Site Management Portal. 2. Verify no user views are currently open. 3. On the View menu, click Extended Labels. 12

13 4. Double-click the Metasys site in the navigation tree. 5. Click Edit in the Display pane. 6. In the Name and Default ADS Repository attributes, enter the new ADS/ADX name. Note the case of each letter because the name is case sensitive. 7. In the Time Zone attribute, set the time zone to the correct zone. 8. Click Save. 9. On the Action menu, click Refresh All Tabs. The site and ADS/ADX name now match. 10. Exit the ADS/ADX Site Management Portal. 11. Restart the computer. 12. Go to Finalizing Launcher Settings. Finalizing Launcher Settings 1. On the Desktop, right-click the Metasys SCT or Metasys SMP shortcut and select Delete. 2. Double-click the Launcher icon or select Programs > Johnson Controls > Launcher. The Launcher screen appears. 3. On the Launcher screen, click the SMP tab if you want to edit an existing SMP profile, or the SCT tab if you want to edit an existing SCT profile. 4. Select the SMP or SCT profile whose description you want to edit and click Edit. (You may also right-click the profile in the list and select Edit from the menu that appears.) The Edit screen appears. 5. In the New Description field, type the new name you selected for the device. Note: You cannot change the IP address or host name of the device on the Edit screen. To make that change, delete, then add the device again. 6. Click Save. The profile is saved with your changes, and the Launcher main screen appears. 7. Recreate shortcuts on the Desktop, if desired. 8. Go to Uploading ADS/ADX Turnkey Name Changes to the SCT. Uploading ADS/ADX Turnkey Name Changes to the SCT 1. Log in to the SCT. 2. Click the Metasys server in the navigation tree. 3. On the Tools menu, click Manage Archive. The Manage Archive Wizard appears. 4. In the Type drop-down list box, click Upload From Device. 5. On the Select Devices screen, select the Metasys server in the navigation tree. 6. Click Next on each Load Wizard screen until you reach the Site Login screen. 7. On the Site Login screen, click Test Login. Note: If this fails, go back to Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name and start the rename procedure over again. 8. Click Next on each of the remaining Load Wizard screens to finish the upload process. When upload Completion Status reports OK, the upload is complete. The site and server names now match. 9. Exit the SCT. 10. Restart the ADS/ADX computer, then log on. 11. If you are not using the Metasys Advanced Reporting System, the verification and rename processes are complete. Go to Step 12. If you are using the Metasys Advanced Reporting System, go to Verifying the Metasys Advanced Reporting System Is Working Properly. 12. If you uninstalled the Ready Access Portal software at the beginning of the rename process, reinstall it by using the steps in the Ready Access Portal Software Installation Instructions (LIT ). The verification and rename processes are complete. 13

14 Verifying the Metasys Advanced Reporting System Is Working Properly Note: Only the ADX Turnkey ships with the Metasys Advanced Reporting System installed. If you have an ADS Turnkey, skip this section. You have completed the rename process. 1. Log in to the ADX Site Management Portal from a computer on the local network that is not running a server-class operating system. 2. On the Tools menu, click Advanced Reporting. 3. Log in to the Metasys Advanced Reporting UI. 4. Verify the UI appears correctly and that the site and ADX have the correct name. 5. Verify the navigation tree that appears in the Metasys Advanced Reporting UI matches that on the SCT/ADX. 6. Select Alarm Definition report and click Run. 7. Verify the report window appears. Note: The content of the window is not important at this time. Simply verify that the window opens successfully. 8. Close the report window. 9. Select Event > Summary report and click Run. 10. Verify the report window appears. Note: The content of the window is not important at this time. Simply verify that the window opens successfully. 11. Close the report window. 12. Close all windows. If you uninstalled the Ready Access Portal software at the beginning of the rename process, reinstall it by using the steps in Installing Ready Access Portal Software. The verification and rename processes are complete. 14

15 Appendix: Ready Access Portal Software Uninstalling Ready Access Portal Software Note: Both the ADS and ADX Turnkeys ship with the Ready Access Portal software installed. If you are renaming the computer running Ready Access Portal, we recommend that you uninstall Ready Access Portal software and delete the Ready Access Portal database before you rename the computer. This procedure is covered in Table 2. Ready Access Portal needs to resync the entire database after doing the rename. After you rename the computer, reinstall Ready Access Portal software which also recreates the Ready Access Portal database. If you are upgrading Ready Access Portal software on a computer that contains other Metasys software, you must uninstall Ready Access Portal software and then install the new version. If you are using Ready Access Portal software on a computer without other Metasys software, you do not need to uninstall the software. Go to Installing Ready Access Portal Software. Table 2: Ready Access Portal Software Uninstallation Steps 1. Start To uninstall, do the following: 2. Figure 2: Ready Access Portal Welcome Window 1. If you are using Windows 7 OS, Windows Server 2008 R2 OS, or Windows 2008 OS, select Programs, then Programs and Features. If you are using Windows XP OS, open Control Panel and select Add/Remove Programs or Add or Remove Programs. 2. Select Metasys Ready Access Portal in the program list. 3. Click Remove or Uninstall. If needed, give consent when prompted to do so. Click Next. 15

16 Table 2: Ready Access Portal Software Uninstallation Steps 3. Figure 3: Program Maintenance Window Click Remove, then click Next. 4. Figure 4: Uninstall Dataserver Window Click one of the following: Windows authentication credentials of current user: Select this option to log on to SQL Server using the name and password of the user currently logged on to the Windows OS. SQL Server authentication using the Login ID and password below: Select this option to use a SQL Server sa ID and password. Click Next. A Question box appears and asks if you want to remove the Ready Access Portal databases. Click Yes. 5. Figure 5: Metasys Host Service Window A question box may appear notifying you that the Metasys Host Service application may need to be shutdown. You may select either option, but we recommend you select the default option: Automatically close and attempt to restart applications. Click OK to continue. 16

17 Table 2: Ready Access Portal Software Uninstallation Steps 6. Figure 6: Remove the Program Window Click Remove. If Ready Access Portal software is installed on a computer that does not have the ADS/ADX software, a question box appears asking if you would like to remove the license keys. Click No to preserve the license keys (during an upgrade, for example). If you are removing the Ready Access Portal permanently, click Yes. The Ready Access Portal software uninstalls. 7. Figure 7: Uninstallation Complete Window Click Finish. Close all open windows. 8. Done The uninstallation is complete. See Removing the SSL Certificate for Ready Access Portal Software (Windows 7, Windows Server 2008 R2). Removing the SSL Certificate for Ready Access Portal Software (Windows 7, Windows Server 2008 R2) Note: This procedure is only necessary if you uninstall and reinstall the Ready Access Portal software several times on the same computer, and you want to manually delete the generated SSL certificates. 1. Log on to the computer that has the Ready Access Portal software installed using an account with administrator privileges. 2. Hold down the Windows key and press R. The Run dialog box appears. 3. In the Run line, type compmgmt.msc and press Enter. The Computer Management Console window appears (Figure 8). 17

18 Figure 8: Computer Management Console - Windows 7 Example 4. Expand Services and Applications. 5. Select Internet Information Services (IIS). 6. Expand Sites. 7. In the Connections pane, select the website under which MetasysRAP is listed (typically the Default website). 8. With the correct website for MetasysRAP selected, click the Bindings option in the Actions pane. The Site Bindings window appears (Figure 9). Figure 9: Site Bindings Window - Windows 7 Example 9. Select the https line. 10. Click Edit. The Edit Site Binding window appears (Figure 10). 18

19 Figure 10: Edit Site Binding Window - Windows 7 Example 11. Click View. The Certificate window appears (Figure 11). Figure 11: Certificate Window - Windows 7 Example 12. Make sure <All> is selected in the Show box. 13. Scroll to the bottom of the list and click Thumbprint. Write down the Thumbprint value. You need to use this value in Step Close all windows. 15. Hold down the Windows key and press R. The Run dialog box appears. 16. In the Run line, type certmgr.msc and press Enter. The Certificate Manager appears. 17. Expand Trusted Root Certification Authorities. 18. Select Certificates. 19

20 19. Look for a certificate that matches the name of the computer. Several identical certificates may exist for the computer. In Figure 12, three certificates exist for the ADS with the computer name of ADS-001. Figure 12: Certificate Manager - Windows 7 Example 20. Double-click one of these certificates. The Certificate window opens. 21. On the Details tab, locate the Thumbprint field. Compare the Thumbprint value that appears with the Thumbprint value you wrote down in Step 13. If the values do not match, close the Certificate window and delete the certificate. If the value matches, close the Certificate window and retain this certificate. 22. Repeat Step 20 and Step 21 for all certificates matching the name of the computer. Only one certificate should remain when you are finished. 23. Close all windows. Installing Ready Access Portal Software Note: If you plan to rename the computer running Ready Access Portal software, rename it before completing the steps in this section. If you rename the computer after installing the software, the SSL certificates become invalid. If you are renaming the computer running Ready Access Portal, we recommend that you uninstall Ready Access Portal software before you rename the computer. After you rename the computer, reinstall Ready Access Portal software again. If you are upgrading Ready Access Portal software on a computer that contains other Metasys software, you must uninstall Ready Access Portal software and then install the new version. Go to Uninstalling Ready Access Portal Software. If you are using Ready Access Portal software on a stand-alone computer, you do not need to uninstall the software. The Ready Access Portal supports Secure Sockets Layer (SSL). We recommend that you implement SSL security for improved protection of user passwords before installing the Ready Access Portal software. For details, refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ). 20

21 Table 3: Ready Access Portal Software Installation Steps 1. Start Insert the Ready Access Portal disk. 2. Figure 13: Ready Access Portal Welcome Window In the RAP folder, double-click setup.exe. If you are upgrading on a stand-alone computer (you did not uninstall Ready Access Portal software), a box appears asking if you would like to upgrade. Click Yes. The new version of Ready Access Portal software uses existing settings for the Dashboard and retains alerts. Click Continue, Allow, or Yes if prompted to begin the installation. If you are prompted to stop the ADS/ADX Device Manager Service, click Yes. Click Next. 3. Figure 14: Destination Folder Window Click Change if you want to change where Ready Access Portal software installs on your computer. Click Next. 21

22 Table 3: Ready Access Portal Software Installation Steps 4. Figure 15: Setup Type Window Click Complete. Note: Custom is not available at this time. Click Next. 22

23 Table 3: Ready Access Portal Software Installation Steps 5. Figure 16: SQL Server Installation Credentials Window Note: The instance and credentials entered in this window allow Ready Access Portal software to access SQL Server software during the installation only. In Database Server: If you installed the default instance (MSSQLSERVER), select (local). If you installed a named instance, type\instancename after (local) where instancename is the name of the SQL Server instance you installed. Note: Note: If you install the Ready Access Portal on the same computer as an ADS/ADX, you must use the same SQL Server instance you used for the ADS/ADX installation. If you are upgrading a computer without other Metasys software, the Database Server field appears dimmed and the installation program uses the server you selected during the initial installation. Click one of the following options: Windows authentication credentials of current user: Click this to log in to SQL Server using the name and password of the user currently logged in to the Windows operating system. SQL Server authentication using the Login ID and password below: Click this to use a SQL Server sa ID and password. You must use this option if you are installing the Ready Access Portal software on the Web/Application server of a split ADX or if you have another remote SQL Server configuration. Click Next. Upgrade on a computer with other Metasys software only: If a Question box appears, click Yes to preserve your Dashboard settings. If you click No, all Dashboard configurations are deleted for all users. If you kept your Alerts databases during the uninstallation of the Ready Access Portal software or if an Events database is present from other Metasys software, a Question box appears. Click Yes to preserve your alerts. When installed on the same computer, the ADS/ADX and Ready Access Portal share the same Events database. We do not recommend removing it. 23

24 Table 3: Ready Access Portal Software Installation Steps 6. Figure 17: SQL Server User Credentials Window Note: The user name and password entered in this window allow Ready Access Portal software to access SQL Server software during daily use. Enter a valid existing SQL Server name and password or enter a new SQL Server name and password. The Ready Access Portal software creates a new SQL Server user with those credentials. If you do not have an existing SQL Server name to use, we recommend creating a new user with the name MetasysRap and a complex password. Enter the password again in the Confirm Password text box. If the name/password pair already exists, the installation asks if you want to use it. Note: We recommend you create a new user or use an existing user that is not a SQL Server Administrator. Do not specify the metasyssysagent user. Administrator level access is not required for use. 7. Figure 18: Application Server Configuration Window The Let SQL Server Manage database file location check box allows you to choose a location for SQL Server database support files or have SQL Server software manage the file location for you. When selected, SQL Server software manages the location for you. When cleared, you must set the location for the SQL Server database files. For most users, we recommend you keep this option selected. If you are using remote SQL Server software or upgrading the Ready Access Portal software, the check box and text field may appear dimmed. Click Next. The dimmed field populates from Step 5. In the Application Server should use this Site Director field, enter the host name (computer name) or the IP address of the Site Director the Ready Access Portal uses. If you are installing on the ADS/ADX Site Director, local host is acceptable. Note: If your network does not support DNS, you also must update the Windows operating system hosts file of the computer running the Ready Access Portal software with the new hostname/ip address pair for the Site Director. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ). Click Next. 24

25 Table 3: Ready Access Portal Software Installation Steps 8. Figure 19: Web Server Configuration Window Note: This screen is used for access to the Ready Access Portal from a computer. See Step 9 for access from a handheld device. In the Install the Web Server on this local IIS Site field, enter an existing IIS website you want to use for the Ready Access Portal. You can use the default or another IIS website if you have one. In the Using this Virtual Directory Name field, enter the Ready Access Portal virtual directory name you want to use. Note: Note: Remember the name you enter in this field. This name appears at the end of the URL used to browse to the Ready Access Portal UI from a computer. It is acceptable to change this name from the default as long as the name entered here is different from the name entered in Step 9. For the SSL security section, select one of the following: Secure only password communications: Click this option to secure only login information used by the browsing computer to access the Ready Access Portal. If you do not have a preference, protecting only login information results in better system performance. Secure all communications: Click this option to secure all communications between the browsing computer and the Ready Access Portal, including login. Click Next. If you have an existing SSL certificate for the IIS website you selected, A Question box appears. If you click Yes, the new certificate replaces any certificate you currently have. We recommend you click No to retain the existing certificate. If you do not have an existing SSL certificate for the IIS website you selected, a Question box appears (Figure 20). You must click Yes to continue with the installation. Note: If you click No, you cannot advance in the installation process. Figure 20: New SSL Certificate Question Box Click Next. 25

26 Table 3: Ready Access Portal Software Installation Steps 9. Figure 21: Mobile Device Web Server Configuration Window Note: This screen is used for access to the Ready Access Portal from a handheld device. See Step 8 for access from a computer. In the Install the Mobile Web Server on this local IIS Site field, enter an existing IIS website you want to use for the Ready Access Portal. You can use the default or another IIS website if you have one. In the Using this Virtual Directory Name field, enter the Ready Access Portal virtual directory name you want to use. Note: It is OK to change this name from the default as long as the name entered here is different from the name entered in Step Figure 22: Ready to Install Window For the SSL security section, select one of the following: Secure Login communication only: Select this option to secure only logon information used by the handheld device to access the Ready Access Portal. If you do not have a preference, protecting only logon information results in better system performance. Secure all Site communication: Select this option to secure all communications between the browsing handheld device and the Ready Access Portal, including logon. Click Next. Click Install. 26

27 Table 3: Ready Access Portal Software Installation Steps 11. Figure 23: Installation Complete Window Click Finish. 12. Done The Ready Access Portal software installation is complete. The Ready Access Portal software attempts a system update to populate the selection tree. If the update is not successful, check that the Site Director is online and restart the computer running the Ready Access Portal software. Verify that the time for the Site Director and the computer running the Ready Access Portal software are synched to be within 5 minutes and in the same time zone. If you are renaming the computer, return to the rename instructions. See Appendix: Changing the ADS/ADX Turnkey Name and the Computer Name. If desired, check the error log file. If errors occurred during installation of the software, restart the computer. Refer to Error Log in the Ready Access Portal Installation Instructions (LIT ). Go to Licensing the Ready Access Portal Software. Licensing the Ready Access Portal Software Note: Both the ADS and ADX Turnkeys ship with the Ready Access Portal software installed. To license the Ready Access Portal software, refer to the Software License Activator Technical Bulletin (LIT ). After you license the Ready Access Portal software, prepare the device you plan to use to access the Ready Access Portal UI. See Preparing a Computer to Browse to the Ready Access Portal UI or Preparing a Handheld Device to Browse to the Ready Access Portal UI. Preparing a Computer to Browse to the Ready Access Portal UI Note: If you are using Internet Explorer web browser Version 8.0 and experience UI problems, you may need to run the web browser in Compatibility view. For details, see the Troubleshooting section. 1. In Internet Explorer web browser, on the Tools menu, select Internet Options. The Internet Options window appears. 2. On the Security tab, click Custom Level. The Security Settings window appears. 27

28 3. Scroll down to Scripting > Active Scripting and click Enable. A security warning message appears. 4. Click OK. 5. Click the Privacy tab. 6. In the Settings section, click Advanced. The Advanced Privacy Settings window appears. 7. In the Cookies section, select Override automatic cookie handling. 8. Under First-party Cookies, select Accept. 9. Under Third-party Cookies, select Accept. 10. Select Always allow session cookies. 11. Click OK. 12. Click OK to close the Internet Options window. 13. If you are using Windows Internet Explorer 8.0 with Windows 7 or Windows XP, go to Step 17. If you have Windows Internet Explorer 9.0 with Windows 7, on the Tools menu, verify ActiveX Filtering is not selected. If it is selected, click to clear the selection. 14. On the Tools menu, select SmartScreen Filter > Turn off SmartScreen Filter. The Microsoft SmartScreen Filter window appears. (If the selection is Turn on SmartScreen Filter instead, skip this step because the filter is already off.) 15. Click OK to turn off the SmartScreen Filter. 16. On the Tools menu, select Pop-up Blocker > Turn off Pop-up Blocker. (If the selection is Turn on Pop-up Blocker instead, skip this step because the pop-up blocker is already off.) Note: Metasys system Standard Access Administrators should set the Dashboard for Tenant users before Tenant users browse to the Ready Access Portal UI. Refer to Setting the Dashboard for Tenant Users in the Ready Access Portal Installation Instructions (LIT ). Preparing a Handheld Device to Browse to the Ready Access Portal UI 1. Be sure you are connected to the network, either wirelessly or via a cradle. 2. In Internet Explorer web browser, under Menu, select Tools > Options. The Options page appears. 3. On the Security tab, make sure Allow cookies is selected. 4. Select OK. 5. In Internet Explorer web browser, under Menu, select Zoom > Medium. This setting ensures that text displays correctly. 6. If you choose to customize the column layout for the UI, see Custom Column Layout for Handheld Devices in this document. 7. Go to Logging in to the Ready Access Portal UI. Logging in to the Ready Access Portal UI Note: Metasys system Standard Access Administrators should set the Dashboard for Tenant users before Tenant users browse to the Ready Access Portal UI. Refer to Setting the Dashboard for Tenant Users in the Ready Access Portal Installation Instructions (LIT ). The Ready Access Portal UI supports the Single Sign-On (SSO) capability of the Active Directory service. To log in to the Ready Access Portal UI, the Site Director must be running and available via the network to the computer running Ready Access Portal software. If you just finished installing the Ready Access Portal software, you may need to wait several minutes for the system update process to complete. 28

29 Table 4: Ready Access Portal Login Steps 1. Start 2. Figure 24: Certificate Screen Select one of these methods: Using the Launcher application, click the Bookmarks tab and select the configured Ready Access Portal URL. Click Launch. Using a computer with Internet Explorer web browser, browse to Note: <host> is the host name (computer name) or IP address of the computer running Ready Access Portal software. Note: MetasysRAP is the default value for the Using this Virtual Directory Name field in Figure 19. If you chose an alternate name in Figure 19, use that name for MetasysRAP in the URL. Using a handheld device with Internet Explorer web browser, browse to Note: <host> is the host name (computer name) or IP address of the computer running Ready Access Portal software. Note: MetasysRAPMobile is the default value for the Using this Virtual Directory Name field in Figure 21. If you chose an alternate name in Figure 21, use that name for MetasysRAPMobile in the URL. The first time you attempt to navigate to the Ready Access Portal UI, you must install the SSL certificate. Note: You must be logged in to the browsing computer as an administrator when you attempt this procedure. Only administrators have the privileges required to install SSL certificates. Follow these steps: 1. Verify you have the address entered correctly. 2. Click Continue to this website (not recommended). The Ready Access Portal login page appears. 3. In the address bar, click Certificate Error (Figure 25). Figure 25: Certificate Error 4. An Untrusted Certificate window appears (Figure 26). 29

30 Table 4: Ready Access Portal Login Steps 3. Figure 26: Untrusted Certificate Follow these steps: 4. Figure 27: Ready Access Portal Login Screen 1. Click View certificates. The Certificates window appears. 2. In the Certificate window, verify that the Issued To and Issued By names match the computer name. 3. Click Install Certificate. 4. Do one of the following: If the names do not match the name of the computer, click No on the Security Warning that appears. You must stop here and uninstall and reinstall Ready Access Portal software. If the names match the name of the computer, the Certificate Import Wizard appears. 5. On the Wizard Welcome screen, click Next. 6. On the Wizard Certificate Store screen, select Automatically select the certificate store based on the type of certificate. Click Next. 7. On the Completing the Certificate Import Wizard screen, click Finish. 8. In the Certificate window, click OK. 9. Close all browser windows. 10. Browse to the Ready Access Portal UI again. 11. Continue with Step 4. Enter a valid user name and password. From the Login To drop-down selection box, select Metasys Local or your Active Directory service domain. Click Login. Note: If you have never before logged in to the Site Management Portal UI or Ready Access Portal UI, a message appears and asks you to accept the Terms and Conditions. If you are browsing from a computer, click the link to view the Terms and Conditions. This link appears on the Login screen as well. Accept the Terms and Conditions. Refer to the Metasys System Extended Architecture License Information (Part No ) for Terms and Conditions text. Note: If you must change your password, you are prompted to do so now. If you cancel the password change, you return to the login screen. 30

31 Table 4: Ready Access Portal Login Steps 5. You are logged in to the Ready Access Portal UI. 6. Done If the Ready Access Portal UI does not appear properly (for example, the header area does not appear or the trash can icon is truncated), verify that you are using the Compatibility view as follows: 1. Log in to the Ready Access Portal UI. 2. On the Internet Explorer Tools menu, verify that Compatibility View has a check next to it. 3. If the Compatibility View check box is not selected, select Compatibility View Settings. The Compatibility View Settings window appears. 4. Click Add. The Ready Access Portal address is added to the sites listed under the Compatibility View box. 5. Click Close. Refer to the Ready Access Portal Help (LIT ) for details on how to use the UI. 31

32 Troubleshooting Table 5 contains troubleshooting information for the Ready Access Portal software. Table 5: Troubleshooting the Ready Access Portal Software Problem Solution You are uncertain how to move the Ready Access Portal software to another computer and preserve current Dashboard settings. You see an error message with the following text when you are installing Ready Access Portal software: Login failed for user '<username>'. Make sure SQL Server 2005 SP3 or SQL 2005 Express SP3 or SQL Server 2008 or SQL Server 2008 Express is installed and running. Make sure SQL Remote Connections for TCP/IP and Named Pipes are enabled. To move the Ready Access Portal software to a new computer and preserve Dashboard settings: 1. Uninstall the Ready Access Portal from the original computer and do not remove the Dashboard settings. 2. Complete the uninstallation procedure. 3. Stop the SQL Server service. 4. Copy the MetasysTree.mdf database from this location: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data OR C:\Program Files\Microsoft SQL Server\MSSQL10.MSSQLSERVER\MSSQL\DATA OR C:\Program Files\Microsoft SQL Server\MSSQL11.MSSQLSERVER\MSSQL\DATA 5. Copy any log files you wish to preserve. 6. Move the MetasysTree.mdf database to the new computer where you plan to install the Ready Access Portal software. 7. Install the Ready Access Portal software on the new computer. Note: If you are installing the Ready Access Portal software on a computer with other Metasys software on it, install the other Metasys software first. This message appears when access to the Ready Access Portal database is not available. To resolve this error: 1. Verify that this computer has a supported version of SQL Server installed and SQL Server is currently running. 2. Verify that the TCP/IP and Named Pipes protocols in SQL Server Configuration Manager are set to Enabled. 3. Verify that the SQL Server Administrator group called BUILTIN\Administrators has access to SQL Server databases. Follow these steps: 1. Start SQL Server Management Studio and log in with the sa user account using SQL Server authentication. You may also select Windows authentication and log in with an account that has system administrator privileges in SQL Server. 2. Expand Security. Right-click Logins and select New Login. 3. In the Login name field, type BUILTIN\Administrators. 4. On the same screen, select Server Roles in the left pane to display the Server Roles for the Administrators group. Select SysAdmin Server Role. 5. Click OK. 32

33 Table 5: Troubleshooting the Ready Access Portal Software Problem Solution You see an error message with the following text when you are installing Ready Access Portal software: Error 1606 You see the following message when you log in to the Ready Access Portal UI: Your dashboard content has not been defined. You attempt to log in to the Ready Access Portal UI and see the following message: Cannot login. The Metasys site director device is not available. You see a Mismatched Address error (Figure 28). Figure 28: Mismatched Address Error You attempt to log in to the Ready Access Portal UI from a client computer and see the following message: Internet Explorer Cannot Display the Web page. The installation program stops responding. To work around this problem: 1. Cancel the installation. 2. Start the installation again. 3. When you reach the SQL Server Installation Credentials Window, do not use the Browse button. Instead, do one of the following: If you installed the default instance (MSSQLSERVER), leave the default of (local). If you installed a named instance, type \instancename after (local) where instancename is the name of the SQL Server instance you installed. This message appears when you do not have your Dashboard set. To resolve this error: If you have Tenant user privileges, your Administrator must set your Dashboard. If you are not a Tenant user, you must set your Dashboard. This error message occurs because the Site Director is offline or inaccessible over the network when you attempt to log in. To resolve this problem, make sure the Site Director is online and communicating over the network and attempt to log in to the Ready Access Portal UI. This error may occur if computer running the Ready Access Portal software is on a domain and the Site Director is not on a domain. To resolve this error, add the domain name to the URL of the Ready Access Portal UI using this syntax: This error occurs if you change the name of the computer running the Ready Access Portal software after you install the Ready Access Portal software. To see the Mismatched Address error itself, click the Certificate Error button in the Internet Explorer web browser toolbar. This error occurs because a name change rendered the SSL certificate invalid and you are using an Internet Protocol (IP) address to browse to the Ready Access Portal UI. To resolve this error, uninstall and reinstall the Ready Access Portal software and create a new certificate during the installation process. A problem with validating the external SSL certificate occurred. Restart the computer that is running the Ready Access Portal software, then try to log in again. The Internet Explorer web browser must be configured to run JavaScript technology and have cookies enabled. See Preparing a Computer to Browse to the Ready Access Portal UI for information on these settings. This problem may occur if you have script blocking enabled for third-party antivirus software installed on the computer. To resolve this problem, disable script blocking and attempt the installation again. After the installation is complete, enable the script blocking again. 33

34 Table 5: Troubleshooting the Ready Access Portal Software Problem Solution You attempt to view a graphic after installing or upgrading the Microsoft Silverlight plug-in, but the graphic does not appear. You install Ready Access Portal software on a computer that previously had Metasys software on it. After you click Next on Figure 19, you see a message box with this text (Figure 29): The virtual directory MetasysIII/WS already exists in IIS. The Silverlight plug-in installation or upgrade process requires you to restart the browser session to view graphics. To restart the browser, close and reopen the Ready Access Portal UI. This message appears because the Ready Access Portal software is attempting to create an IIS directory that you have already. To resolve this error: 1. Click OK on the error message (Figure 29). 2. In Control Panel, select Administrative Tools > Internet Information Services. The Internet Information Services window appears. 3. In the tree in the left pane, browse to the local computer > Web Sites > Default Web Site > MetasysIII. 4. In the tree in the left pane, right-click WS and select Delete. 5. Close all windows. 6. Return to Figure 19 and continue with the installation. Figure 29: IIS Error Message You see errors in fields in the Ready Access Portal UI views. The tool tip for the errors is the following: Remote device is offline To resolve this error, try the following: Check that the time between the two devices is synched to less than 5 minutes and that the computers are in the same time zone. Check if the network supports DNS. If the network does not support DNS, then the Windows OS hosts file of the computer running the Ready Access Portal software must be updated with the hostname/ip address pair for the Site Director. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ). 34

35 Table 5: Troubleshooting the Ready Access Portal Software Problem Solution When you use Internet Explorer Web browser Version 8.0 to display the Ready Access Portal UI, the UI may not appear properly (for example, the header area does not appear). You see an orange exclamation point icon with the following message on the Ready Access Portal screen: Automatic updates are currently unavailable. Refreshing your browser or displaying a different view may correct the problem. If this condition continues, contact a Metasys administrator for assistance. If you are using Internet Explorer web browser Version 8.0, verify that you are using the Compatibility view. To verify Compatibility view: 1. Log in to the Ready Access Portal UI. 2. On the Internet Explorer Tools menu, verify that Compatibility View has a check next to it. 3. If Compatibility View does not have a check next to it, select Compatibility View Settings. 4. Click Add. The Ready Access Portal address appears in the list of sites in the websites that you ve added to Compatibility View box. 5. Click Close. During Ready Access Portal software installation, you may have specified the MetasysSysAgent user as the SQL Server login for Ready Access Portal (Figure 17). This user is not permitted. Uninstall the Ready Access Portal software, then reinstall using a different SQL Server login, such as MetasysRap. 35

36 Ports Used by the Ready Access Portal Software The Ready Access Portal software uses the Transmission Control Protocol (TCP) ports in Table 6. Table 6: Ready Access Portal Ports Port Details Direction TCP and User Datagram Protocol (UDP) must be turned on for Domain Name Server (DNS) Lookup. Ready Access Portal communicates with the Site Director and Internet Information Services (IIS) with this port as the default for client computer connections. Client computer and Ready Access Portal SSL authentication use this port. Ready Access Portal uses this port as the default SQL Server software port. TCP must be turned on. Ready Access Portal software uses this port internally. Ready Access Portal software uses this port internally. Out In and Out In (for IIS) In (for SQL Server software) None None Custom Column Layout for Handheld Devices You can customize the column layout when viewing the Ready Access Portal UI using a handheld device. Table 7 contains the columns hidden in the handheld device UI default layout. Table 7: Columns Hidden by Default in the Handheld UI View Column Hidden by Default Alert Summary View Standard Summary View Device Summary View Schedule Summary View Schedule Details View: Scheduled Items List Tab Type Column Status Column Status Column Status Column Status Column To customize the column layout for handheld devices: 1. Using Microsoft Notepad on the computer where the Ready Access Portal software is installed, open web.config at one of the following locations: For 32-bit operating systems: C:\Program Files\Johnson Controls\Metasys RAP\software_version\mobile For 64-bit operating systems: C:\Program Files (x86)\johnson Controls\Metasys RAP\ software_version\mobile Note: software_version represents the version of the Ready Access Portal software you have. Note: If you installed the Ready Access Portal software in a drive other than C, browse to that location. 2. Under the <appsettings> section, find the following lines: <add key= ShowAlertSummaryTypeColumn value= false /> <add key= ShowStandardSummaryStatusColumn value= false /> <add key= ShowDeviceSummaryStatusColumn value= false /> <add key= ShowScheduleSummaryStatusColumn value= false /> <add key= ShowScheduledItmesStatusColumn value= false /> 3. For any columns you would like to view in the handheld UI, replace the text false with true. 4. Save the file. 5. Exit Notepad. 36

37 Access List The users, passwords, and certificates listed in Table 8 are required during Ready Access Portal software installation. Table 8: Users, Passwords, and Certificates Used for Installing Ready Access Portal Software Password/Certificate Details SQL Server System Administrator (SA) User Name and Password SQL Server User Name and Password Windows OS Administrator User Name and Password SSL Certificate This user name and password pair is required only during installation of the Ready Access Portal software. See Figure 17. This user name and password pair is required for Ready Access Portal software to access SQL Server software in daily use. We recommend that you create a new SQL Server user and password. See Figure 17. A Windows OS Administrator user name and password are required to install new software on the computer. SSL is required to use the Ready Access Portal software. You can use an existing certificate or allow the Ready Access Portal software to create a new certificate. You can choose to secure only login information or all transferred information. If you do not have a preference, protecting only login information results in better system performance. See Figure 19 and Figure 21. The first time you log in to the Ready Access Portal UI, you must install the SSL certificate. You must be logged in to the browsing computer as an administrator to install the certificate. 37

38 Appendix: Restoring the ADS/ADX Turnkey Introduction Use this appendix if you need to restore your ADS/ADX Turnkey to the condition in which you received it. Use the provided media to perform the recovery procedure. After you complete this procedure, be sure to perform the steps in Detailed Procedures for ADS/ADX Turnkeys. Important: Keep all collateral shipped with your ADS/ADX in a safe and accessible place. Materials shipped with your ADS/ADX Turnkey are crucial if you need to service or restore the original ADS/ADX image. Important: Use this procedure only as a final course of action when you cannot resolve the problems experienced with the ADS/ADX Turnkey. Because this procedure involves the loss of all database information and settings, make sure that before you begin, you back up all Metasys historical databases with the Metasys Database Manager and archive all databases with SCT. This procedure returns the ADS/ADX to the state it was in when you received it, with the exception of the customized computer name that the factory applied with the ADS/ADX Turnkey order. You need to rename the computer with your custom name after the restoration process completes. Important: Recovery media is to be used only with the ADS/ADX Turnkey computer you purchased. Do not use recovery media on a non-turnkey computer or on a different Turnkey computer. Restoring the ADS/ADX Turnkey To restore the ADS/ADX Turnkey: 1. Place ADS/ADX bootable media in the drive. 2. Restart the ADS/ADX computer. As the computer restarts, the operating system detects the bootable media in the drive and displays Press any key to boot from CD or DVD. 3. Press any key to begin the restore process. If you did not press a key in time, restart the computer and try again. After a few moments, a screen appears to indicate that Windows is loading files. The window eventually changes to Starting Windows, then Initializing, Please wait. Next, a warning message appears (Figure 30). Figure 30: Warning Message 38

39 4. Click OK to begin the restore process. Several messages appear that indicate the progress of the restore. After the system is reloaded and all files are restored, the computer may restart. Some moments later, the following screen appears (Figure 31): Figure 31: Restore Complete Message 5. Click OK to restart the system. Keep the media in the drive as the restore process shuts down. 6. After the computer restarts, eject the media from the drive. If the message Press any key to boot from CD appears again, you did not remove the media in time. Do not press any key while this message is displayed or the restore process begins again. If you are restoring an ADX Turnkey, additional Windows Setup screens appear to indicate the progress. The computer restarts when Windows setup is complete. 7. If you are restoring the ADS Turnkey, a Windows 7 Setup Wizard appears. Follow the wizard instructions by accepting the OS license agreement and entering your local date, time, and time zone. The system performs final setup tasks and restarts. If you are restoring the ADX Turnkey, the Set Up Windows screen appears. Follow these steps: a. Specify the country or region, time and currency, and keyboard layout. Click Next. A license agreement window appears. b. Accept both licenses and click Next. A Thank You screen appears. c. Click Start. A blank gray screen appears for several moments, then a black screen. This is normal operation. A Windows login prompt appears. Do not log in yet. Within a few seconds, the computer restarts once more. 8. After the computer restart is finished, log in with the MetasysSysAgent user name and XMG3-Rel.1 password. Note: After you log in to the ADS Turnkey, a command window appears and several scripts are run. This is normal operation. Do not close this window. 9. When the Settings box for the Metasys Database Manager appears, click OK to close the window. 10. Go to Obtaining a New Site Key. Obtaining a New Site Key To obtain a new Site Key, call Johnson Controls Software Product Sales at or , extension 7906 to request a new Site Key. The fax number is

40 Provide the following information to Product Sales to obtain the Site Key: Job Name ADS/ADX software media serial number Site Code. The Site Code comes from the License Activator. See Finding the Site Code and Licensing the ADS/ADX Turnkey. Name of contact person to send the Site Key information After you obtain a new Site Key, go to Detailed Procedures for ADS/ADX Turnkeys. Note: For more information on this process, refer to the Software License Activator Technical Bulletin (LIT ). Finding the Site Code and Licensing the ADS/ADX Turnkey To find the Site Code and license the ADS/ADX Turnkey: 1. On the Start menu, click All Programs > Johnson Controls > Metasys > License Activator. The License Activator Screen appears (Figure 32). Figure 32: License Activator Main Dialog Box 2. On the License Activator dialog box, click Activate. The Activate License dialog box appears with the license information (Figure 33). 40

41 Figure 33: Activate License Dialog Box 3. Send the Site Code (include all spaces and characters) to the License Provider. Note: You can close the License Activator while waiting for the License Provider to return your Site Key. Note: Johnson Controls, Inc. Software Technical Service is the License Provider and issues a Site Key for your Metasys software installation when you complete and return the Johnson Controls, Inc. Metasys System Extended Architecture Software Registration Form that came packed with the software. 4. After the License Provider gives you your Site Key, enter the Site Key information into the Activate License dialog box (Figure 33). The Activate License dialog box closes and the License Activator dialog box states Licensed. The software license is now activated. Note: If the License Provider places a time limit on the software, the License Activator dialog box indicates the time limit instead of stating Licensed. Building Efficiency 507 E. Michigan Street, Milwaukee, WI Metasys and Johnson Controls are registered trademarks of Johnson Controls, Inc. All other marks herein are the marks of their respective owners Johnson Controls, Inc. Published in U.S.A. 41