Metasys System Direct Connection and Dial-Up Connection Application Note

Metasys System Direct Connection and Dial-Up Connection Application Note Code No. LIT-1201639 Software Release 5.1 Issued February 2016 Refer to the QuickLIT website for the most up-to-date version of this document. Document Introduction...2 Summary of Changes...2 Related Documentation...2 Related Concepts...2 Communications Setup...3 Detailed Procedures...3 Microsoft Windows XP Operating Systems Direct Serial Connection...3 Direct Serial Communications Checklist Windows XP Operating Systems...3 Adding a Null Modem Serial Cable...4 Making a New Direct Serial Connection Using Windows XP Operating Systems...10 Completing a New Direct Serial Connection Using Windows XP Operating Systems...18 Dial-Up Connection...21 Dial-Up (Modem) Communications Checklist...22 Adding a Modem...22 Downloading the USR 5637 Modem Driver...22 Making a New Dial-Up Connection Using Windows XP Operating Systems...26 Completing a New Dial-Up Connection Using Windows XP Operating Systems...32 Enabling Communication with Multiple Internet Addresses...35 Establishing the Connection...40 Making a New Dial-Up Connection Using Windows 7 Operating Systems...43 Troubleshooting...46 Error 733...46 Error 777...47 User Name or Password Not Accepted...47 1

Document Introduction This document provides the prerequisites, guidelines, and instructions for establishing direct serial connections and dial-up modem connections between a service person s laptop computer running the Windows 7 or Windows XP operating system (OS) and one of the following devices: Network Automation Engine (NAE) Network Integration Engine (NIE) Application and Data Server (ADS) Extended Application and Data Server (ADX) The computer with a web browser that you are connecting to an NAE or NIE can reside on an ADS or an ADX, but we recommend that the computer with a web browser be a separate computer to achieve optimal performance from the ADS/ADX. The information in this document is also useful when troubleshooting direct serial connections and dial-up modem connections in Metasys system solutions. Summary of Changes The following information is new or revised: Updated Dial-Up Connection section to include new modem and firmware version 1.1.0 language Updated file names and screen captures in Downloading the USR 5637 Modem Driver section Updated note in Completing a New Dial-Up Connection Using Windows XP Operating Systems section Updated language in Establishing the Connection section Related Documentation See Table 1 for sources of further information on related topics. Table 1: Related Documentation For Information On Understanding the Metasys System Understanding Network and Information Technology Requirements for Metasys System Configuring and Troubleshooting an NAE45, NAE55, or NIE Configuring and Troubleshooting an ADS Reducing the Download Time After Establishing a Connection See Document Metasys System Overview Technical Bulletin Network and IT Professional Technical Bulletin NAE Commissioning Guide ADS/ADX Commissioning Guide Metasys System Extended Architecture Remote Access Installation Instructions LIT Number LIT-1201527 LIT-1201578 LIT-1201519 LIT-1201645 LIT-12011528 Related Concepts You must set the communications parameters before configuring for a connection. See the Communications Setup section in this document. Direct serial connection, also called direct connect, is a connection made from a computer to another computer or some other device (such as an NAE or NIE) using a null modem cable connected from the serial port on the computer to a serial port on the other computer or device. See the Microsoft Windows XP Operating Systems Direct Serial Connection section in this document. Use a direct serial connection for troubleshooting, support, or to obtain information in any of the following circumstances: There is no Local Area Network (LAN) or cable modem to use for a connection with the NAE/NIE or ADS/ADX. There is a firewall blocking the user from connecting to the NAE/NIE or ADS/ADX. 2

Note: This document describes direct connect using a serial port on a computer to the Serial A RS-232 port on the NAE or NIE using a null modem cable. This procedure applies only to a computer running the Windows XP OS. Direct serial connection using a null modem cable is not supported on a computer with the Windows 7 OS. In a dial-up connection, a computer uses a modem to call and connect to another computer or some other device (such as an NAE or NIE). You must connect the NAE or NIE to a phone line. An example application for a dial-up connection is monitoring a remote site with a computer. See the Dial-Up Connection section in this document. Use a dial-up connection for troubleshooting, support, or to obtain information in any of the following circumstances: There is no ADS/ADX. The ADS/ADX is located in another part of the building. You cannot connect from the web browser. Communications Setup This document only covers the setup for the computer. You must also set up the other devices to which the computer connects. For performance reasons, the external modem Universal Serial Bus (USB) driver is not loaded as a default. For security reasons, Dial In capability is not enabled by default. To successfully configure a direct serial or dial-up connection, you must set up the communications for each device. The following documents cover how to set up the NAE, NIE, or ADS: Establishing the NAE Network Parameters and Establishing the NAE Direct-Connect and Modem Parameters sections of the NAE Commissioning Guide (LIT-1201519) Configuring an ADS/ADX to Accept Dial-Up Connections section of the ADS/ADX Commissioning Guide (LIT-1201645) For direct connect communications, you must use identical settings for each NAE or NIE. For dial-up communications, you must also use identical settings for each NAE or NIE; however, you must either set up a different phone number for each connection when configuring the computer, or you can change the phone number each time you connect to a different NAE/NIE. Detailed Procedures Microsoft Windows XP Operating Systems Direct Serial Connection You can connect a serial port on the computer to the Serial A RS-232 port on the NAE or NIE using a null modem cable. Refer to Wiring section of the NAE55/NIE55 Installation Instructions (Part No. 24-10051-0) for information on the physical connections. Direct Serial Communications Checklist Windows XP Operating Systems The setup of communications between a computer and an external device is a multi-step process. Table 2 is a guide to verify that all steps required for successful communications using a direct serial connection are complete. 3

Table 2: Direct Serial Communications Checklist Windows XP Operating Systems Step Task Completed 1 2 3 Verify that the null modem serial cable is installed. On the Windows Start menu, select Settings > Control Panel. Double-click the Phone And Modem Options icon. (Click the Printers and Other Hardware icon if you are using Category view.) If Communications cable between two computers is not on the Modems tab of the Phone And Modem Options screen, go to the Adding a Null Modem Serial Cable section in this document. Make a new direct serial connection. See the Making a New Direct Serial Connection Using Windows XP Operating Systems section in this document. To continue by generating databases for NAE/NIEs, refer to the NAE Commissioning Guide (LIT-1201519). Adding a Null Modem Serial Cable To add a null modem serial cable: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Phone And Modem Options icon. The Phone And Modem Options screen appears. 3. Click the Modems tab (Figure 1). If a null modem serial connection already exists, it appears here, listed as Communications cable between two computers. Click Cancel and continue to the Making a New Direct Serial Connection Using Windows XP Operating Systems section. Otherwise, continue with Step 4. 4

Figure 1: Modems Tab - Phone and Modem Options Screen 4. Click Add. The Install New Modem screen appears (Figure 2). 5

Figure 2: Install New Modem Screen 5. Check the Don t Detect my modem; I will select it from a list check box. Click Next. The next Install New Modem screen appears (Figure 3). 6

Figure 3: Install New Modem Screen - Select Manufacturer/Model 6. In the Manufacturers list, check [Standard Modem Types]. In the Models list, check Communications cable between two computers. Click Next. The next Install New Modem screen appears (Figure 4). 7

Figure 4: Install New Modem Screen - Select Port 7. Select the port where the null modem serial cable is connected. Click Next. The final Install New Modem screen appears (Figure 5). 8

Figure 5: Install New Modem Screen - Installation Finished 8. Click Finish. The Phone And Modem Options screen reappears with the completed null modem serial cable installation (Figure 6). 9. If the communications cable is not automatically selected, select it. Click OK. 9

Figure 6: Phone and Modem Options Screen - Installation Complete 10. Close the Control Panel screen. Go to the Making a New Direct Serial Connection Using Windows XP Operating Systems section. Making a New Direct Serial Connection Using Windows XP Operating Systems Perform the tasks in this section for the Windows XP operating system. Then follow the instructions in the Completing a New Direct Serial Connection Using Windows XP Operating Systems section. To make a new direct serial connection using Windows XP: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category view. 3. Select create a new connection. The Network Connection Wizard Welcome screen appears. Click Next. The Network Connection Type screen appears (Figure 7). 10

Figure 7: Network Connection Type Screen 4. Click Set up an advanced connection. Click Next. The Advanced Connection Options screen appears (Figure 8). 11

Figure 8: Advanced Connection Options Screen 5. Click Connect directly to another computer. Click Next. The Host or Guest screen appears (Figure 9). 12

Figure 9: Host or Guest Screen 6. Click Guest. Click Next. The Connection Name screen appears (Figure 10). 13

Figure 10: Connection Name Screen 7. Enter the name for the new connection. Click Next. The Select a Device screen appears (Figure 11). 14

Figure 11: Select a Device Screen 8. Click Communications cable between two computers (COM1). Click Next. 9. The New Connection Wizard Connection Availability screen appears (Figure 12). 15

Figure 12: New Connection Wizard Connection Availability Screen 10. Select Anyone s use. Click Next. 11. Completing the New Connection Wizard screen appears with the name you entered for the new connection (Figure 13). 16

Figure 13: Completing the New Connection Wizard Screen 12. Click Finish. For some network configurations, a warning screen appears (Figure 14) after completing the Network Connection Wizard. Click OK. Figure 14: Warning Screen Continue with the Completing a New Direct Serial Connection Using Windows XP Operating Systems section. 17

Completing a New Direct Serial Connection Using Windows XP Operating Systems Complete the Network Connection Wizard before proceeding. See the Making a New Direct Serial Connection Using Windows XP Operating Systems section. To complete a new direct serial connection using Windows XP: 1. When the Connect screen appears (Figure 15), click Properties. Figure 15: Connect Screen The Connection Properties screen appears (Figure 16), indicating Direct Connection in the title bar. 18

Figure 16: Connection Properties Screen 2. On the General tab, click Configure. The Modem Configuration screen appears (Figure 17). 19

Figure 17: Modem Configuration Screen 3. In the Maximum speed (bps) drop-down list box, click the speed of the NAE/NIE port to which the computer is connecting. Note: Use Serial A port on the NAE/NIE for direct serial connections. The default port speed for Serial A port is 115,200 bits per second (bps). 4. In the Hardware features section, verify that the Enable hardware flow control check box is the only check box selected (Figure 17). Click OK. The Connection Properties screen returns (Figure 16). 5. Click the Networking tab (Figure 18). 20

Figure 18: Connection Properties Screen - Networking Tab 6. In the Components checked are used by this connection list, clear all check boxes except the Internet Protocol (TCP/IP) check box. Click OK. The Connect screen returns (Figure 15). Note: The check boxes for some components may appear shaded. These check boxes are unavailable and cannot be cleared. 7. Click Cancel. The new direct serial connection is complete. Go to the Establishing the Connection section. Dial-Up Connection For the Metasys system, you can use the following dial-up connections: External Modem - Connect a supported external Universal Serial Bus (USB) modem to the USB A port on the NAE/NIE or connect an external USB modem to the USB port on the ADS/ADX. The USRobotics USR5637 56K and Radicom Research V92HU-E2 modems are the supported modems. Note: The USRobotics USR5637 modem requires firmware version 1.1.0. Dial-out problems occur if you update the firmware to a newer version. To obtain firmware version 1.1.0 for this modem, search for Article 33356 on the Field Support Center Solutions Database website (http://support.controls.johnsoncontrols.com/kb), or contact your local Johnson Controls field representative. Internal Modem - Connect a phone line to the Modem RJ-11 port on the NAE/NIE. 21

Refer to the Wiring section of the NAE55/NIE Installation Instructions (Part No. 24-10051-0) or NAE35/NAE45 Installation Instructions (Part No. 24-10050-6) for information on these connections. Dial-Up (Modem) Communications Checklist The setup of dial-up (modem) communications on a computer is a multi-step process. Table 3 is a guide to verify that all steps required for successful communications using a dial-up connection are complete. Table 3: Dial-Up (Modem) Communications Checklist Step Task Completed 1 2 3 4 5 Verify that the modem you are using is installed. On the Windows Start menu, click Settings > Control Panel. Double-click the Phone And Modem Options icon. (Click the Printers and Other Hardware icon if you are using Category view.) If the modem you want to use is not on the Modems tab of the Phone And Modem Options screen, go to Adding a Modem in this document. Make a new dial-up connection. Each site to which you want to establish a dial-up connection must have its own connection. See the Making a New Dial-Up Connection Using Windows XP Operating Systems section in this document. To continue by generating databases for NAE/NIEs, refer to the Configuring the NAE55 Technical Bulletin (LIT-1201519). Complete the connection. See the Making a New Direct Serial Connection Using Windows XP Operating Systems section in this document. Establish the connection. See the Establishing the Connection section in this document. Adding a Modem If available, follow the manufacturer s instructions to add a modem. Otherwise, use the following instructions. First you must download the appropriate modem driver. Downloading the USR 5637 Modem Driver To download the USR 5637 modem driver: 1. Navigate to the US Robotics 5637 USB modem web page at: http://www.usr.com/support/product-template.asp?prod=5637 2. Select the appropriate modem driver. For Windows XP, Windows 7, and Windows Server 2008, the file is located under the 32 Bit Driver for Windows XP, 2003, Vista, 2008, Win 7, Win 8, and Win 10 section. 3. Click USR5637Voice32bit.EXE. The File Download - Security Warning dialog box (Figure 19) appears. 22

Figure 19: File Download - Security Warning Note: If you are using Internet Explorer version 11, the dialog box appears at the bottom of your screen (Figure 20). Figure 20: File Download - Security Warning Internet Explorer 11 4. Click Save and select the location on your computer to save the file. 5. Browse to the location of the saved file. 6. Double-click USR5637Voice32bit.EXE. The Welcome to the Device Driver Installation Wizard dialog box appears. 7. Click Next. The Software Installation dialog box (Figure 21) appears. 23

Figure 21: Software Installation Dialog Box 8. Click Continue Anyway. The software installation proceeds. When the installation completes, the Completing the Device Driver installation screen (Figure 24) appears. Figure 22: Completing the Device Driver Installation Wizard Dialog Box 9. Insert the USR 5637 modem. 24

10. Click Finish. The Welcome to the Found New Hardware Wizard dialog box (Figure 23) appears. Figure 23: Welcome to the Found New Hardware Wizard Dialog Box 11. Click Next. The Completing the Found New Hardware Wizard dialog box appears 25

Figure 24: Completing the Found New Hardware Wizard 12. Click Finish. Go to the Making a New Dial-Up Connection Using Windows XP Operating Systems section in this document. Making a New Dial-Up Connection Using Windows XP Operating Systems Perform the tasks in this section. Then follow the instructions in the Completing a New Dial-Up Connection Using Windows XP Operating Systems section. To make a new dial-up connection using Windows XP: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category view, then click on the network Connections icon. The Network Connections screen appears. 3. Select create a new connection. The Network Connection Wizard Welcome screen appears. 4. Click Next. The Network Connection Type screen appears (Figure 25). 26

Figure 25: Network Connection Type Screen 5. Click Connect to the network at my workplace. Click Next. The Network Connection screen appears (Figure 26). 27

Figure 26: Network Connection Screen 6. Click Dial-up connection. Click Next. The Connection Name screen appears (Figure 27). 28

Figure 27: Connection Name Screen 7. Enter a name for the new connection. Click Next. The Phone Number to Dial screen appears (Figure 28). 29

Figure 28: Phone Number to Dial Screen 8. Enter a phone number (without hyphens) to dial for the new connection. Click Next. The Completing the New Connection Wizard screen appears (Figure 29). 30

Figure 29: Completing the New Connection Wizard Screen 9. Click Finish. For some network configurations, a warning screen appears (Figure 30) after completing the Network Connection Wizard. Click OK and continue to Completing a New Dial-Up Connection Using Windows XP Operating Systems. Figure 30: Warning Screen Continue with the Completing a New Dial-Up Connection Using Windows XP Operating Systems section. 31

Completing a New Dial-Up Connection Using Windows XP Operating Systems Complete the Network Connection Wizard before proceeding. See the Making a New Dial-Up Connection Using Windows XP Operating Systems section. To complete the new dial-up connection: 1. When the Connect screen appears indicating the name of the new connection in the title bar (Figure 31), click Properties. The Connection Properties screen appears (Figure 32). Note: The standard user name is MetasysSysAgent, and it is not case sensitive. For the MetasysSysAgent default password, contact your local Johnson Controls representative. The default password is case sensitive. Figure 31: Connect Screen 32

Figure 32: Connection Properties Screen 2. On the General tab, click Configure. The Modem Configuration screen appears (Figure 33). 33

Figure 33: Modem Configuration Screen 3. In the Maximum speed (bps) list, select the speed of the NAE/NIE port to which the computer is connecting. Note: The default port speed for the NAE/NIE is 115,200 bps. Use this port speed for communication via a USB port. Use 57,600 bps as the maximum port speed if you are connecting to an NAE/NIE using a 56k modem. (Remember to configure the NAE/NIE to communicate at 57,600 bps for use with a 56k modem.) 4. Clear the Enable modem compression check box (Figure 33). Click OK. The Connection Properties screen returns (Figure 32). 5. Click the Networking tab (Figure 34). 34

Figure 34: Connection Properties Screen - Networking Tab 6. In the Components checked are used by this connection list, clear all check boxes except the Internet Protocol (TCP/IP) check box. Click OK. The Connect screen returns (Figure 31). Note: The check boxes for some components may appear shaded. These check boxes are unavailable and cannot be cleared. 7. Click OK. The new dial-up connection is complete. Go to the Enabling Communication with Multiple Internet Addresses section in this document. Enabling Communication with Multiple Internet Addresses To enable the computer to communicate with multiple Internet addresses (other than the Metasys device) 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network And Dial-Up Connections icon. The Network And Dial-Up Connections screen appears (Figure 35). 35

Figure 35: Network and Dial-Up Connections Screen 3. Double-click the modem used. The Connect Modem screen appears. 4. Select Properties. The Modem Properties screen appears (Figure 36). 36

Figure 36: Modem Properties Screen 5. On the Networking tab, click Properties. The Internet Protocol TCP/IP Properties screen appears (Figure 38). 37

Figure 37: Modem Properties Screen - Networking Tab 6. Click the Advanced button (Figure 38). The Advanced TCP/IP Properties screen appears. (See Figure 39.) 38

Figure 38: Internet Protocol (TCP/IP) Properties Screen 7. Clear the Use default gateway on remote network box (Figure 39). 39

Figure 39: Advanced TCP/IP Settings Screen 8. Click OK. Go to the Establishing the Connection section in this document. Establishing the Connection Important: The download process can take up to 1.5 hours. Use the Metasys Remote Access utility to reduce the time required for downloading. Refer to the Metasys System Extended Architecture Remote Access Installation Instructions (LIT-12011528) for more information. If you are using a dial-up connection, check that the NAE/NIE is set for dial-up connections before you establish the connection. Refer to the NAE Commissioning Guide (LIT-1201519) or the NAE85/NIE85 Commissioning Guide (LIT-12011044) for details. To establish the connection: 1. Change the NAE/NIE to enable and allow incoming connections on the modem used for the dial-up connection. 2. Reboot the NAE/NIE to load the USB drivers if the connection uses an external modem. 3. Double-click the icon on the desktop for the connection you created. If you did not create an icon on the desktop, access the icon in the Network and Dial-Up Connections (Windows 7) folder or the Network Connections (Windows XP) folder. 40

Use the following default user names and passwords to access the Metasys system: Standard Access: user name: MetasysSysAgent Note: For the MetasysSysAgent default password, contact your local Johnson Controls representative. Basic Access: user name: BasicSysAgent password: For the BasicSysAgent default password, contact your local Johnson Controls representative. Note: The passwords are case sensitive. Note: The Johnson Controls disclaimer statement appears the first time you log in. Note: The Basic Access password is disabled by default and must be enabled before you use it to access the system. 4. Double-click the icon on the desktop for the connection you created and select Status (Figure 40). If you did not create an icon on the desktop, browse to and double-click the icon in the Network and Dial-Up Connections (Windows 2000) folder or the Network Connections (Windows XP) folder. Figure 40: Desktop Connection Icon 5. The Dialup to NAE Status dialog box appears (Figure 41). 41

Figure 41: Dialup to NAE Status Dialog Box 6. On the Details tab, note the address in the Server IP address field (Figure 42). Figure 42: Details Tab 42

7. Click Close. 8. Log on to the user interface of the NAE/NIE from your Web browser using the following URL: http://[insert IP address here]/metasys/ Replace [insert IP address here] with the IP address found in Step 5. Note: The dial-up connection does not automatically disconnect when you exit Metasys software. Close the connection with the disconnect command. See Figure 40. Making a New Dial-Up Connection Using Windows 7 Operating Systems Perform the tasks in this section to create a new dial-up connection using Windows 7: 1. On the Windows Start menu, click Control Panel > Network Sharing Center. On the left, click Change Adapter Settings. 2. Press the ALT key. The File menu appears on the top. 3. Select File > New Incoming Connection. The Allow connection to this computer screen appears (Figure 43). Figure 43: Allow Connections to This Computer Screen 4. Select the users that you want to grant access to the ADX configuration. You must add the each user name and password for the NAE to which you are connecting. Note: The user name and password must be identical to the user name and password on the NAE to which you are connecting. 5. Click Next. The How will people connect? screen appears (Figure 44). 43

Figure 44: How Will People Connect Screen 6. Select the modem. Click Next. The next Allow connections to this computer screen appears (Figure 45). 7. Select Internet Protocol Version 4 (TCP/IPv4). 8. Select Properties. The Incoming IP Properties window appears (Figure 46). 9. Select the Specify IP addresses button. Ensure the IP address range matches your network settings. Figure 45: Allow Connections to This Computer Screen 44

Figure 46: Incoming Properties Window Note: If your network utilizes Dynamic Host Configuration Protocol (DHCP), you can select the Assign IP address automatically using DHCP button. 10. Click OK. The Incoming IP Properties window closes. 11. Select Allow Access. 12. The next Allow connections to this computer screen appears (Figure 47). 13. Write down the computer name for future use. 14. Close the window. 15. Verify that the connection appears in the Network Connections folder (Figure 48). Figure 47: Allow Connections to This Computer Screen 45

Figure 48: Network Connections Folder Troubleshooting Use the information here to troubleshoot direct or dial-up connections. See Table 1 for documents that contain troubleshooting information for the NAE/NIE and ADS/ADX. Error 733 Figure 49: Error 733 - PPP Control Protocol Disagreement 46

See Table 4 for information on causes and resolution of this error. Table 4: Error 733 - PPP Control Protocol Disagreement When using this hardware... This error results occurs because... To resolve this error... NAE/NIE IPS/IPX protocol is selected. Select a different communications protocol. Error 777 Figure 50: Error 777 - Connection Device Out of Order See Table 5 for information on causes and resolution of this error. Table 5: Error 777 When using this hardware... NAE/NIE NAE/NIE This error results occurs because... Maximum communication speed is set incorrectly. The COM PORT setting is incorrect. To resolve this error... Change the communication speed to match the correct setting for the modem used. Select a different COM PORT. User Name or Password Not Accepted Figure 51: User Name or Password Not Accepted To correct this error, obtain a correct Metasys system user name or password and repeat the login procedure. 47

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