Technical Bulletin

Issue Date June 12, 2006

Supersedes May 11, 2004

Metasys® Software Installation and

Platform Requirements

Metasys Software Installation and Platform Requirements ..............2

Introduction......................................................................................................... 2

Key Concepts...................................................................................................... 3
Operating System Support................................................................................................ 3
Computer Requirements ................................................................................................... 4
Software Requirements and Exceptions ........................................................................... 5
Metasys PMI Specific Requirements ................................................................................ 5
M-Tool Specific Requirements .......................................................................................... 6
M3 or M5 Workstation Specific Requirements .................................................................. 7
SQL Historian Specific Requirements ............................................................................... 8
MMX Specific Requirements ............................................................................................. 8
MWA Specific Requirements ............................................................................................ 9
Installation Documentation References .......................................................................... 10
Installation/Upgrade Sequence ....................................................................................... 10
Upgrade Notes ................................................................................................................ 11
M3 Workstation Installation/Upgrade Sequence ............................................................. 12
M5 Workstation Installation/Upgrade Sequence ............................................................. 12
MMX Installation/Upgrade Sequence.............................................................................. 13
MWA Installation/Upgrade Sequence ............................................................................. 13

© 2006 Johnson Controls, Inc. www.johnsoncontrols.com

Part No. 24-9567-1, Rev. H Software Release 5.4
Code No. LIT-12012
2 Metasys Software Installation and Platform Requirements Technical Bulletin

Metasys Software 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 keep the following issues in mind
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 a need to upgrade other
applications when upgrading or installing Metasys software, please
refer to the Metasys Software Compatibility Matrix. This matrix can be
downloaded from the Portal intranet site under the BAS Products link
on the Building Automation Systems Homepage.
Note: The term N30 Network in this document applies to a
BACnet® network that consists of the N30 controller and any other
Johnson Controls or third-party BACnet controllers that the System
Integration Services (SIS) team in Europe has qualified for use with
the Metasys software.
 Metasys Software Installation and Platform Requirements Technical Bulletin 3

Key Concepts
Operating System Support
We recommend using Windows® 2000 Professional operating system
with Service Pack (SP) 4 or Windows XP Professional operating
system with SP1 for all new installations.

Table 1: Operating System (OS) Support

Product Windows 2000 Windows XP Windows 2000
Professional with Professional with Server SP4 or
SP4 OS1 SP1 OS1 Windows Server
2003 SP1 OS1
2
M-Tool yes yes MWA only
Metasys Person-Machine Interface yes Only for Engineering MWA, MVE only
(PMI), Including NCSetup and Functions
Prep-For
JCBasic yes yes no
Point History yes no no
Demand Limiting/Load Rolling yes no no
Printing from the Workstation yes no no
5 no no no
GPL
Metasys Application Enabler (MAE) yes no no
M3 Workstation yes yes no
M5 Workstation yes yes no
3
Metasys Web Access (MWA) no no yes
Metasys System Connectivity to yes yes no
LONWORKS® Networks (MCL)
Workstation
Facility Explorer for Metasys System yes no yes
for Validated Environments (MVE)
MVE Secure Architecture Engineering yes no no
or Operator Station (SAES or SAOS)
SQL Historian (based on Microsoft® no no yes
SQL Server™ 2000 Database
Software)
M-Graphics yes yes yes
M-Alarm Multimedia Extension (MMX) yes yes no
Metasys Data Visualization (MDV) yes yes no
Metasys Historical Data Visualization yes yes no
(MHDV)
4 4 4
BACnet System Integrator (BSI) yes no no
1. These SPs were tested and approved with PMI Release 12.04 and M-Series Release 5.4. If later SPs are
approved for the next Metasys PMI/M-Series release, it will be announced in a separate communication.
2. Some Configuration Tools may not work on all of these operating systems; please review the readme file for details.
3. Supported systems include Microsoft Windows 2000 Server/Advanced Server SP4, Microsoft Server 2003
Standard Edition SP1, and Microsoft Server 2003 Enterprise Edition SP1 with NTFS File System.
4. Under Windows 2000 operating systems, only BACnet Internet Protocol (IP) is supported.
5. The final release of Graphic Programming Language (GPL) was Release 12.03.
4 Metasys Software Installation and Platform Requirements Technical Bulletin

Computer Requirements
Table 2 describes the recommended and minimum computer
requirements for running M-Series software products on an
M3 Workstation or an M5/PMI Workstation. See the specific product
sections in this document for any additional requirements.
Table 2: M5 Workstation (with PMI) and M3 Workstation Computer Requirements
Computer Description
Component
Processor*
Recommended Recommended for all M3, M5, and M5/PMI Workstation applications:
Windows 2000 Professional operating system and Windows XP Professional
operating system: 2.6 GHz Pentium® 4 processor
Tested and Approved Recommended for an Operator Workstation (OWS) without M5 software:
Windows 2000 Professional operating system: 350 MHz Pentium III processor
Random Access Memory (RAM)
Recommended Windows 2000 Professional operating system and Windows XP Professional
operating system: 256 MB (512 MB recommended if receiving more than one
N1 event message per minute)
Minimum Windows 2000 Professional operating system and Windows XP Professional
operating system: 128 MB
Bus Peripheral Component Interconnect (PCI)
Hard Disk Capacity 40 GB minimum (If running System Tools and an M-Series Workstation on the
same computer, we recommend maintaining 600 MB of free space on your hard
disk for virtual memory.)
Hard Disk Interface 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 operating system software. For Metasys
Person-Machine Interface (PMI), refer to the Operation Workstation Technical
Bulletin (LIT-636013) for a list of supported printers.
Monitor Super VGA (800 x 600), (1024 x 768), or (1280 x 1024)
Tape Backup Device Windows operating system software compatible, backup to floppy disks not
supported
CD-ROM 4x or higher
We recommend a CD-RW drive for making backups.
Graphics Support VGA or SVGA
Video chip EGA support required for Graphic Programming Language (GPL).
Network Interface Card Only one network interface card is supported for standard M-Series applications.
Note: If more than one network interface card is required (for example, for
BACnet based custom applications), contact System Integration Services (SIS) for
assistance.
Virus Protection Optional. Metasys PMI software and M-Series Workstation software are only
Software compatible with Norton AntiVirus® software.
* Dual Processors are not supported. Use the Windows Task Manager to verify that only one processor is
executing code.

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.
Metasys PMI Release 12.04 and M-Series Release 5.4 have not been
tested on Windows 98 and Windows NT® operating systems.
 Metasys Software Installation and Platform Requirements Technical Bulletin 5

Software Requirements and Exceptions

The supported operating systems include: Windows 2000 operating
system with SP4 and Windows XP operating system with SP1.
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 PMI Specific Requirements

Table 3 lists hardware options (Ethernet board, adapter for serial ports,
modem, and modem cable) for supported configurations (all vendors).
Verify hardware has an ISA slot.
Note: PMI or M5/PMI workstations installed on Windows 2000
Professional OS or Windows XP Professional OS do not support
Metasys ARCNET® based N1 networks. Use the embedded
Metasys Ethernet Router to communicate with existing
Metasys ARCNET based N1 networks.

Table 3: Hardware Options

Component Description Code/Part Number
Ethernet Card Any 10/100 MB Ethernet card that is The NU-NET301-0 Ethernet card is not
compatible with Windows operating recommended for use in an OWS.
system software. Note that NCMs NU-NET301-0 has the Plug and Play disabled
need 10 MB Ethernet cards. to make it compatible with Network Control
Modules (NCMs).
Adapter for Additional SIIG JJ-A21012 Serial/Parallel Card
Serial Ports
Modem Use modems as a matched pair, which means use the same model of modem on
both ends of the phone line.
Modem Cable Refer to the Leased Line Modem Application Note (LIT-6363141) and Operator
Workstation Technical Bulletin (LIT-636013).
Sound Board 100% Sound Blaster® compatible sound board support

IMPORTANT: To install Metasys PMI software on a Windows 2000

Professional operating system or a Windows XP Professional operating
system, you must belong to the Administrators group.

Users do not need to belong to the Power Users group to change the time of
the system clock on each local Operator Workstation (OWS). The
Administrator can configure the local User group to have rights to change the
time. For more information, refer to the Operator Workstation Technical
Bulletin (LIT-636013).

Note: If M-Tool is required on an M5/PMI Workstation, you must

install M-Tool before PMI software.
6 Metasys Software Installation and Platform Requirements Technical Bulletin

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/Internet Protocol (TCP/IP)
Network protocol installed
• Microsoft 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 2000 Professional operating system and Windows XP
Professional operating system
• Installation of M-Tool before PMI software, if M-Tool is required
on an M5 Workstation
If using M-Pro with a LONWORKS network and a 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 Release 3.0
based LONWORKS network management tool.
 Metasys Software Installation and Platform Requirements Technical Bulletin 7

M3 or M5 Workstation Specific Requirements

Note: We do not recommend installing the M3 Workstation and
M5 Workstation on the same computer.
IMPORTANT: To install M3 or M5 Workstation software on a Windows
2000 Professional operating system or a Windows XP Professional operating
system, you must belong to the Administrators group.
To run M3 or M5 Workstation software on Windows 2000 Professional
operating system or a Windows XP Professional operating system, the user
must belong to the Power Users group. If necessary, apply additional system
access restrictions using M-Password software.

Prior to beginning the M3 or M5 Workstation installation, install:

• Windows operating system
• Microsoft Internet Explorer Version 5.5 or later, which is included
on the M3 Workstation and the M5 Workstation CD-ROM. The
location is: CD-ROM\Browsers\Internet Explorer\setup.exe
• Transmission Control Protocol/Internet Protocol (TCP/IP) from the
Windows CD-ROM
• M-Tool before PMI software if M-Tool is required on an
M5 Workstation

Third-Party Applications
The M3 and M5 Workstation installation performs initialization
checks on the target system at the beginning of the install. If requested,
install:
• Microsoft Data Access Components (MDAC) Release 2.6
• Open Database Connectivity (ODBC) driver (Jet Version 4.0)
8 Metasys Software Installation and Platform Requirements Technical Bulletin

SQL Historian Specific Requirements

The computer platform requirements for the SQL Historian software
are:
• 1 GHz Pentium® 4 processor or higher
• Microsoft Windows 2000 Server or Advanced Server operating
system with SP3
• 512 MB RAM to run the SQL Historian software together with
Microsoft SQL Server 2000 database software on a separate and
dedicated computer platform under Microsoft Windows 2000
Server or Advanced Server operating system
Note: SQL Historian is not included on the M3 or M5 Workstation
or MWA CD-ROM and must be ordered separately. The SQL
Historian software needs to be installed on a separate and dedicated
computer together with Microsoft SQL Server 2000 database software.
The SQL Historian solution is based on Microsoft SQL Server 2000
database software; however, Microsoft SQL Server 2000 database
software is not included on the SQL Historian CD-ROM and must be
ordered separately through Information Technology-Acquisition
Services (ITAS) or an authorized Microsoft reseller.
Note: M3 Workstations or M5 workstations installed on
Windows 2000 Professional OS or Windows XP Professional OS do
not support AspenTech® InfoPlus.21® Historian. Use either the
Access Historian or SQL Historian option for archiving trend data
collected by the NCM or N30 supervisory controllers.

MMX Specific Requirements

The computer platform requirements for the MMX software are:
• 1 GHz Pentium 4 processor
• Microsoft Windows 2000 Professional operating system with SP4
is recommended. Windows XP Professional operating system with
SP1 is also supported.
• at least additional 125 MB of hard disk space for installing MMX
software
Note: This is the recommended amount of disk space for the
MMX installation only and does not include hardware drivers. As
the size of the database increases over time, additional space may
be needed.
• VGA video card, 256 or more colors for best results
• Microsoft Internet Explorer Version 5.5 or later
 Metasys Software Installation and Platform Requirements Technical Bulletin 9

IMPORTANT: You must have a voice board installed on the computer on

which you are running the Phone Agents (both Call-in and Call-out). MMX
supports Intel® Dialogic® boards. You also need an analog phone line
connected to the board. (Digital lines are not supported.) Refer to Installing
M-Alarm Multimedia Extension (MMX) Technical Bulletin (LIT-1201669) for
information on installing and configuring Intel Dialogic boards. For more
information on purchasing and installing Intel Dialogic boards, go to the Intel
Web site at www.intel.com.

• computer with a Pentium processor with the minimum

requirements as shown in Table 4

Table 4: MMX Processor and RAM Minimum Requirements

Operating System (OS) Project Size Processor RAM
Windows 2000 Professional OS Small 1 GHz 512 MB
or Windows XP Professional OS (50 action sets/<500 objects)
Windows 2000 Professional OS Medium 1 GHz 512 MB
or Windows XP Professional OS (100 action sets/501-5,000 objects)
Windows 2000 Professional OS Large 2 GHz 1 GB
or Windows XP Professional OS (200 action sets/>5,001 objects)
Note: You should assume Large if there are any continuously reported events to the userapps file from the
MMX computer. Objects that report any event as often as every 5 minutes should be considered continuous.
The processor speed and actual amount of RAM varies depending on the number of event messages that
need to be routed by the configured MMX Agent.

MWA Specific Requirements

The requirements for the MWA computer are:
• 1.8 GHz Pentium 4 processor
Note: Higher processor speed improves the performance of
MWA.
• 1.5 GB RAM recommended (1 GB minimum)
• Windows 2000 Server/Advanced Server or Windows Server 2003
• Microsoft Terminal Services Technology
• Microsoft Internet Information Server (IIS) Version 5.0
• 133 MHz Frontside Bus (FSB)
• 10/100 Mbps network card
• CD-ROM drive (with a CD-RW drive recommended)
• Minimum of 5 GB free hard disk space
Remote users need Internet Explorer Version 5.5 or later.
10 Metasys Software 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 revised Metasys PMI computer
requirements are:
• 1 GHz processor (minimum)
• 256 MB RAM (minimum)
Note: All other Metasys PMI computer requirements remain the
same. See the Metasys PMI Specific Requirements section in this
document.

Installation Documentation References

Table 5: Installation Documentation References
Document Literature
Number
M3 Workstation Overview and Installation Technical Bulletin LIT-1153100
M5 Workstation Installation Technical Bulletin LIT-1153300
Operator Workstation Technical Bulletin LIT-636013
Installing and Commissioning Metasys Web Access LIT-1201162
Technical Bulletin
M-Tool Overview and Installation Technical Bulletin LIT-693100
Metasys Historical Data Visualization Installation Bulletin LIT-653375

Installation/Upgrade Sequence
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.
 Metasys Software Installation and Platform Requirements Technical Bulletin 11

Upgrade Notes
Please read the following notes before upgrading any
Metasys software:
• Back up all data files before any upgrade.
• Do not uninstall components with the Windows operating system
Add/Remove Programs feature. The installation process performs
the proper uninstalls.
Note: To uninstall MMX, you must use the Windows operating
system Add/Remove Programs feature.
• 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
installations finish, both products work.

M-Authorize
Table 6 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 6: Reauthorization Requirements
Upgrading From Upgrading To Reauthorize
Required
M5 Workstation Release 1.x M5 Workstation Release 5.4 Yes
M5 Workstation Release 2.x M5 Workstation Release 5.4 Yes
M5 Workstation Release 5.0 M5 Workstation Release 5.4 No
M5 Workstation Release 5.1 M5 Workstation Release 5.4 No
M5 Workstation Release 5.3 M5 Workstation Release 5.4 No
M3 Workstation Release 2.x M3 Workstation Release 5.4 Yes
M3 Workstation Release 3.0 M3 Workstation Release 5.4 Yes
M3 Workstation Release 3.1 M3 Workstation Release 5.4 No
M3 Workstation Release 5.0 M3 Workstation Release 5.4 No
M3 Workstation Release 5.1 M3 Workstation Release 5.4 No
M3 Workstation Release 5.3 M3 Workstation Release 5.4 No
MWA Release 5.1 MWA Release 5.4 or 5.4.36 No
MWA Release 5.3 MWA Release 5.4 or 5.4.36 No
MMX Release 5.1 MMX Release 5.4 No
MMX Release 5.3 MMX Release 5.4 No
12 Metasys Software Installation and Platform Requirements Technical Bulletin

M3 Workstation Installation/Upgrade Sequence

Notes: For N30 networks, upgrade all N30 controller firmware to
Release 5.4. Refer to the N30 Supervisory Controller Installation
Technical Bulletin (LIT-6891100).
If you do not have or need one of the components listed, skip to the
next component.
1. Install operating system Service Packs as required. See
Table 1.
2. Install M-Tool (Configuration Tools, then System Tools) to
engineer integrated N30 networks.
3. Install M3 Workstation software with optional M-Graphics.
4. Install applications in any sequence: MDV, MHDV, and MMX.

M5 Workstation Installation/Upgrade Sequence

ARCNET based N1 networks need to use the embedded
Metasys Ethernet Router to communicate with an M5 Workstation at
Release 5.4 and with PMI at Release 12.04.
For Metasys N1 Networks, install Metasys PMI Release 12.04 prior to
installing M5 Workstation software. Refer to the Upgrading the
M5 Workstation on an N1 Network section in the M5 Workstation
Installation Technical Bulletin (LIT-1153300).
For N30 networks, upgrade all N30 controller firmware to Release 5.4.
Refer to the N30 Supervisory Controller Installation Technical
Bulletin (LIT-6891100).
If you do not have or need one of the components listed, skip to the
next component:
1. Install the operating system Service Pack as required. See Table 1.
2. Install M-Tool software (Configuration Tools, then System Tools)
to engineer integrated N30 networks.
3. Install Metasys PMI software to engineer integrated N1 networks.
Note: Make sure Metasys PMI runs properly before continuing.
4. Install M5 Workstation software with optional M-Graphics.
5. Install applications in any sequence: MDV, MHDV, MMX.
Note: When a new N1 Trend Collector Node monitor feature
(M5 5.1A or later) is installed on top of older versions (M5 5.1 or
earlier) of the Node monitor feature, make sure the old node monitor
JC-BASIC process (datahist.bas) is deleted from the archive OWS and
Historian Node Monitor Network Controller (NC). Refer to Chapter 6:
N1 Trend Collector (LIT-1153870) of the M5 Workstation User’s
Guide for more information on how to set up the new Node Monitor
Feature.
 Metasys Software Installation and Platform Requirements Technical Bulletin 13

MMX Installation/Upgrade Sequence

Use the following MMX installation sequence:
1. If upgrading, uninstall MMX prior to installing the
M3 Workstation upgrade software or M5 Workstation upgrade
software.
2. Install MMX upgrade software.

MWA Installation/Upgrade Sequence

Note: It is not necessary to upgrade an MWA installation from
Release 5.4 to 5.4.36. Release 5.4.36 merely adds the supporting files
for installation on a Windows Server 2003 operating system.
Use the following MWA installation sequence:
1. If not already installed, install Windows 2000 Server,
Windows 2000 Advanced Server, or Windows Server 2003 with
either 5 or 10 Windows Server Client Access Licenses (CALs).
2. Install IIS, Microsoft Terminal Services, and Microsoft Terminal
Services License.
3. If this is a Windows Server 2003 system, enable Active Server
Pages under IIS > Web Service Extensions.
4. Install the operating system Service Pack as required. See Table 1.
5. Delete the Microsoft Terminal Services ActiveX® control from
the MWA server and client machines, if installed. The Remote
Desktop Web Connection ActiveX control, which is installed in
the next step, replaces this control.
Note: New client server licenses are no longer available for
Windows 2000 Server systems; however, if you need to purchase a
CAL for use on this older operating system, you must purchase
Windows Server 2003 and use the Microsoft Downgrade License
option to obtain a valid CAL for use on Windows 2000 Server. The
same holds true for obtaining a new Terminal Services CAL. For
additional information, access the following Microsoft Web site
address:
http://www.microsoft.com/windowsserver2003/howtobuy/licensing/do
wngrade.mspx.
6. Install Remote Desktop Web Connection ActiveX control
(rdwebconn.asp) from the Microsoft Web site into the TSWeb
directory (default). Access rdwebconn.asp at:
www.microsoft.com/windowsxp/pro/downloads/rdwebconn.asp
Note: Internet Explorer Version 6.0 with SP1 requires new
client control. The new control works with any version of Internet
Explorer. Internet Explorer does not deploy this client.
14 Metasys Software Installation and Platform Requirements Technical Bulletin

7. If required, install M-Tool software (Configuration Tools, then

System Tools) to engineer integrated N30 networks as an MWA
local user.
8. If required, install Metasys PMI software as an MWA local user.
IMPORTANT: The use of the Metasys PMI and MWA software on the same
computer is not supported on a Windows Server 2003 system; therefore, if
the operating system the MWA is using is Windows Server 2003, install the
Metasys PMI software on a different computer.

9. Install MWA software. MWA software includes multiple

instances of M-Graphics.
10. Install additional Metasys applications in any sequence: MDV,
MHDV.
Note: For any application installation (except MWA) after
Microsoft Terminal Services, you must start the installations from the
Windows operating system Start menu > Settings > Control Panel >
Add/Remove Programs.

Controls Group
507 E. Michigan Street
P.O. Box 423 www.johnsoncontrols.com
Milwaukee, WI 53201 Published in U.S.A.