Issue Date June 1, 2002 TECHNICAL BULLETIN Metasys Installation and Platform Requirements Metasys Installation and Platform Requirements...2 Introduction... 2 Key Concepts... 3 Operating System Support... 3 Computer Requirements... 4 Software Requirements and Exceptions... 4 Metasys PMI Specific Requirements... 5 M-Tool Specific Requirements... 5 M3 or M5 Workstation Specific Requirements... 6 M-Historian Specific Requirements... 7 MWA Specific Requirements... 7 Installation Documentation References... 8 Installation/Upgrade Sequence... 8 Upgrade Notes...8 M3 Workstation Installation/Upgrade Sequence... 9 M5 Workstation Installation/Upgrade Sequence... 9 MWA Installation Sequence... 10 2002 Johnson Controls, Inc. www.johnsoncontrols.com Part No. 24-9567-1, Rev. D Release 5.1 Code No. LIT-12012
2 Metasys Installation and Platform Requirements Technical Bulletin Metasys Installation and Platform Requirements Introduction IMPORTANT: Read this document before installing or upgrading any Metasys software. Before purchasing or implementing Johnson Controls software on your network or workstation, please be sure you keep in mind the following issues as you plan for this applications installation or upgrade. Make yourself aware of all Johnson Controls applications that reside on your network or workstations. Not all Johnson Controls applications and revisions of these applications are compatible with this revision of Metasys software. The upgrade or addition of Metasys software may require the upgrade of any or all of the other applications on the network or workstation. To determine if you have a conflict with or need to upgrade other applications when upgrading to or installing Metasys software, please refer to and use the Metasys Software Compatibility Matrix. This matrix can be found on The Advisor at: http://advisor.cg.jci.com/a_offices/sp/bas/
Metasys Installation and Platform Requirements Technical Bulletin 3 Key Concepts Operating System Support Table 1: Operating System Support We recommend using Windows 2000 operating system with Service Pack (SP) 2 for all new installations. On existing jobs, we have also seen performance improvements when upgrading from Windows 98 to Windows 2000 operating system. Product Windows 98 Windows NT Windows NT Windows 2000 Windows Second Edition (SE) 1 Workstation with Service Pack (SP) 6a 2 Server with SP6a 2 Professional with SP2 3 2000 Server with SP2 3 M-Tool yes yes 4 yes 4 yes 4 no Metasys Person-Machine yes yes yes yes no Interface (PMI) Metasys PMI Tools including yes yes yes yes no GPL, JC-BASIC, NCSETUP, and Prep-For Metasys Application Enabler yes yes yes yes no (MAE) M3 Workstation yes yes yes yes no M5 Workstation yes yes yes yes no Metasys Web Access (MWA) no no no no yes 5 M-Series Connectivity to LONWORKS (MCL) Networks yes yes yes yes no Facility Explorer for the Metasys no no no yes yes Validated Environment M5 Secure Architecture yes yes yes yes no Engineering or Operator Station M-Historian (AspenTech no yes yes no no InfoPlus.21 software) M-Graphics yes yes yes yes no M-Alarm Multimedia Extension yes yes yes yes no (MMX) Metasys Data Visualization (MDV) yes yes yes yes no Metasys Historical Data Visualization (MHDV) yes yes yes yes no BACnet System Integrator (BSI) yes yes yes yes no Fire Operator Workstation yes no no no no (OWS) Fire PRO yes no no no no Pegasys 2000 Host no no no no yes Pegasys 1500 Host no no no yes yes Pegasys Client yes no no yes yes 1 2 3 Indicates FAT 32 or FAT 16 file system, indicates FAT 16 file system, Indicates FAT 32 file system. 4 Some Configuration Tools may not work on these operating systems; please review the readme file for details. 5 Indicates 2000 Server/Advanced Server with NTFS.
4 Metasys Installation and Platform Requirements Technical Bulletin Computer Requirements Table 2 describes the recommended and minimum computer for running M-Series products. Refer to the product sections for any additional requirements. Table 2: M-Series Computer Requirements Computer Component Processor Recommended Minimum Random Access Memory (RAM) Recommended Minimum Bus Hard Drive Capacity Hard Drive Interface Description 500 MHz PIII class computer, particularly if running System Tools and an M-Series Workstation on the computer Windows 98 and Windows NT: 166 MHz Pentium class computer minimum; Windows 2000: 300 MHz Windows 98: 128 MB; Windows NT and Windows 2000 Professional: 256 MB Windows 98: 64 MB; Windows NT and Windows 2000 Professional: 128 MB PCI 8 GB minimum (If running System Tools and an M-Series Workstation on the same computer, we recommend maintaining 500 MB of free space on your hard drive for virtual memory.) Integrated Device Electronics (IDE) for both desktop and laptop, Small Computer System Interface (SCSI) for desktop only Printer and Cable Must be supported by Windows software. For Metasys Person-Machine Interface (PMI), refer to Operation Workstation Technical Bulletin (LIT-636013) for a list of supported printers. Monitor Super VGA (800 x 600), (1024X768), or (1280 x 1024) Tape Backup Device CD-ROM Graphics Support Windows software compatible, backup to floppies not supported 4x or higher VGA or SVGA Video chip EGA support required for Graphic Programming Language (GPL). Note: Use a serial connection (COM1 or COM2) to connect to field controllers. The M-Series software does not support Universal Serial Bus (USB) type connections. Software Requirements and Exceptions The supported operating systems include: Windows 98 Second Edition (SE), Windows NT Version 4.0 with Service Pack (SP) 6a or later, or Windows 2000 operating system with SP 2. Windows XP and Windows ME operating systems have not been tested. IMPORTANT: If you need to move from one operating system to another, do not upgrade your operating system. If you want a different operating system, start with a clean computer.
Metasys Installation and Platform Requirements Technical Bulletin 5 Metasys PMI Specific Requirements Table 3: Hardware Options Table 3 lists hardware options (ARCNET board and Ethernet board, adapter for serial ports, modem, and modem cable) for supported configurations (all vendors). Verify hardware has an ISA slot. Component Description Notes Code/Part Number ARCNET Board Coax Applications Windows NT and NU-NET101-0 Twisted Pair Applications Windows 2000 platforms do not support ARCNET applications. NU-NET101-0 Ethernet Card Adapter for Additional Serial Ports Modem Modem Cable Sound Board Any 100 MB Ethernet card that is compatible with Windows software. Note NCMs need 10 MB Ethernet cards. SIIG JJ-A21012 Serial/Parallel Card Use modems as a matched pair which means use the same model of modem on both ends of the phone line. Refer to Leased Line Modem Application Note (LIT-6363141) and Operator Workstation Technical Bulletin (LIT-636013). 100% Sound Blaster compatible sound board support * The NU-NET301-0 Ethernet card is not recommended for use in an OWS. NU-NET301-0 has the Plug and Play disabled to make it compatible with Network Control Modules (NCMs). * M-Tool Specific Requirements The following list describes the specific M-Tool requirements: serial port and cable to connect computer to N30 Supervisory Controller if using direct serial connection Ethernet interface board and cable to connect computer to N30 through an Ethernet network Transmission Control Protocol/Internal Protocol (TCP/IP) Network protocol installed Microsoft Corporation Dial-Up Networking installed to connect to an N30 through direct serial or dial-up (modem) connections Remote Access Service (RAS) for dial-up (modem) connections in Windows NT operating system
6 Metasys Installation and Platform Requirements Technical Bulletin If using M-Pro with a LONWORKS network, LONWORKS interface card: use a PCLTA-10 or -20 (ISA or PCI) card for desktop computers. Use a PCC-10 card for notebook computers. The external SLTA-10 adapter is not supported for use with M-Tool. To use M-Pro software as a plug-in to a LONWORKS network management tool, use Echelon LNS Release 2.0 or 3.0 based LONWORKS network management tool. M3 or M5 Workstation Specific Requirements Note: You cannot install M3 Workstation and M5 Workstation on the same computer. IMPORTANT: To install M3 or M5 Workstation software on a Windows NT Version 4.0 or Windows 2000 operating system, you must belong to the Administrators group. To run M3 or M5 Workstation software on a Windows NT Version 4.0 or Windows 2000 operating system, the user must belong to the Power Users group. If necessary, apply additional restrictions using M-Password software. Prior to beginning the M3 or M5 Workstation installation: Install Windows operating system. For M3 and M5 Workstations, install Internet Explorer Version 5.5 or later, which is included on the M5 Workstation: CD-ROM \Browsers\Internet Explorer\setup.exe Install Transmission Control Protocol/Internal Protocol (TCP/IP) from the Windows CD-ROM Third-Party Applications The M3 and M5 Workstation installation performs initialization checks on the target system at the beginning of the install. If necessary, install: Microsoft Data Access Components (MDAC) Release 2.6 Open Database Connectivity (ODBC) driver (Jet 4.0) DCOM Version 1.3 or later (dcom98.exe) from www.microsoft.com
Metasys Installation and Platform Requirements Technical Bulletin 7 M-Historian Specific Requirements The recommended computer requirements for the AspenTech InfoPlus.21 M-Historian database server are: 500 MHz Pentium III based processor (200 MHz minimum) Windows NT (Server or Workstation) Version 4.0 with Service Pack 6a or higher 256 MB RAM to run M3/M5 Workstation, Windows NT operating system, and the InfoPlus.21 Historian server on the same system 128 MB RAM to run the InfoPlus.21 Historian server on Windows NT operating system on a dedicated system Note: MWA Specific Requirements InfoPlus.21 Historian is not included on the M3 or M5 Workstation CD-ROM and must be ordered separately. InfoPlus.21 Historian requires Windows NT operating system and does not run on Windows 98 or Windows 2000 operating systems. The InfoPlus.21 Historian ODBC driver may be installed on a Windows 98 or Windows NT platform. The requirements for the MWA computer are: 1.8 GHz Pentium IV based processor for five concurrent users (1 GHz minimum) 1.8 GHz Pentium IV based processor for ten concurrent users Note: Higher processor speed improves the performance of MWA. minimum of 1 GB RAM recommended for the MWA product option for five concurrent users 1.5 GB RAM recommended (1 GB minimum) Windows 2000 Server/Advanced Server Microsoft Terminal Services Technology Microsoft Internet Information Server (IIS) Version 5.0 133 MHz Frontside Bus (FSB) 100 Mbps network card CD-ROM drive 5 GB free hard disk space Remote users need Internet Explorer Version 5.5 or later.
8 Metasys Installation and Platform Requirements Technical Bulletin If MWA accesses Metasys PMI on a separate computer, the Metasys PMI computer has increased minimum requirements for processor speed and RAM. The Metasys PMI computer requirements are: 1GHz Processor (minimum) 256 MB RAM (minimum) Note: All other Metasys PMI computer requirements remain the same. Installation Documentation References Table 4: Installation Documentation References Document M3 Workstation Overview and Installation Technical Bulletin M5 Workstation Installation Technical Bulletin Operator Workstation Technical Bulletin Installing and Commissioning Metasys Web Access Technical Bulletin M-Tool Overview and Installation Technical Bulletin Metasys Historical Data Visualization Installation Bulletin Installing AspenTech InfoPlus.21 Historian Technical Bulletin LIT Number LIT-1153100 LIT-1153300 LIT-636013 LIT-1201162 LIT-693100 LIT-653375 LIT-646200 Installation/Upgrade Sequence Upgrade Notes When you install or upgrade Johnson Controls software products, we recommend following the installation/upgrade sequence described in this document which is the only tested installation/upgrade sequence. Please read the following notes before upgrading any Metasys software. Installing software over a previous release of the software overwrites sample and template files. Back up those files before installing a new version of the product. Data files are not removed. Do not uninstall components with the Windows Add/Remove Programs feature. The installation process performs the proper uninstalls.
Metasys Installation and Platform Requirements Technical Bulletin 9 If you upgrade any of the Johnson Controls Metasys software on a computer, you must upgrade all components on that computer to the latest release. A warning appears in the M-Tool install if it detects Version 1.x of the M3 Workstation. It states that upgrading the M-Tool makes the M3 Workstation unusable. Proceed with the M-Tool installation, then immediately upgrade the M3 Workstation. Once both installs finish, both products work. M-Authorize Table 5 describes when reauthorization is required after upgrading. Refer to the Upgrade Authorization form shipped with the software and Using M-Authorize Technical Bulletin (LIT-6424400). Table 5: Re-authorization Requirements Upgrading From Upgrading To Reauthorize Required M5 Workstation Release 1.x M5 Workstation Release 5.1 Yes M5 Workstation Release 2.x M5 Workstation Release 5.1 Yes M5 Workstation Release 5.0 M3 Workstation Release 5.1 No M3 Workstation Release 2.x M3 Workstation Release 5.1 Yes M3 Workstation Release 3.0 M3 Workstation Release 5.1 Yes M3 Workstation Release 3.1 M3 Workstation Release 5.1 No M3 Workstation Release 5.0 M3 Workstation Release 5.1 No M3 Workstation Installation/Upgrade Sequence Note: If you do not own one of the components listed, skip to the next component. 1. Install M-Tool (Configuration Tools, then System Tools). 2. Install M3 Workstation with optional M-Graphics. 3. Install applications in any sequence: M-Historian, MDV, MHDV, MMX. M5 Workstation Installation/Upgrade Sequence Notes: To install the M5 Workstation software on a system using the ARCNET networking protocol, install TCP/IP services and bind to the Microsoft Dial-Up Adapter. TCP/IP does not function, for M5 Workstation purposes, if it is not bound. For systems connecting to an Ethernet network, TCP/IP should be bound to the Ethernet adapter.
10 Metasys Installation and Platform Requirements Technical Bulletin MWA Installation Sequence If TCP/IP services have not been installed and bound before beginning the M5 Workstation installation, the installation stops after the system analysis procedure. Refer to Microsoft Windows online help system, or the Microsoft Windows 98 Resource Kit, Microsoft Windows NT Resource Kit, or Microsoft Windows 2000 Resource Kit. For Metasys Networks, install Metasys Release 12.00 or later. All users accessing Metasys N1 Networks must upgrade to Metasys Release 12.00 or later prior to installing M5 Workstation. Refer to the Upgrading the M5 Workstation on an N1 Network in the Installing the M5 Workstation Technical Bulletin (LIT-1153300). For BACnet /N30 networks, upgrade all N30 controller firmware to Release 5.0 or later. Refer to N30 Supervisory Controller Installation Technical Bulletin (LIT-6891100). If you do not own one of the components listed, skip to the next component. 1. Install M-Tool software (Configuration Tools, then System Tools) to engineer integrated N30 networks. 2. Install Metasys PMI software to engineer integrated N1 networks. Note: If you use the PREP-FOR utility, you must use it before you install the M5 Workstation software. 3. Install M5 Workstation with optional M-Graphics. 4. Install applications in any sequence: M-Historian, MDV, MHDV, MMX. 1. Install M-Tool software (Configuration Tools, then System Tools) to engineer-integrated N30 networks as an MWA local user. 2. Install Metasys PMI software to engineer-integrated N1 networks as an MWA local user. 3. Install IIS, Microsoft Terminal Services, and Microsoft Terminal Services License. 4. Install MWA software. MWA software includes multiple instances of M-Graphics. 5. Install applications in any sequence: M-Historian, MDV, MHDV, MMX. Note: For any application installation (except MWA) after Microsoft Terminal Services, you must start the installations from the Windows Start menu > Settings > Control Panel > Add/Remove programs.
Metasys Installation and Platform Requirements Technical Bulletin 11 Controls Group 507 E. Michigan Street www.johnsoncontrols.com P.O. Box 423 Release 5.1 Milwaukee, WI 53201 Printed in U.S.A.