Application and Data Server (ADS) and Extended Application

and Data Server (ADX) Product Bulletin

MS-ADSxxx-x, MS-ADXxxx-x Code No. LIT-1201525
Software Release 9.0
Issued August 2017
Refer to the QuickLIT website for the most up-to-date version of this document.

The Application and Data Server (ADS) and Extended • Support for Windows® Server 2016 and SQL Server®
Application and Data Server (ADX) are optional 2016.
components of the Metasys® system that manage the • Support for Microsoft® Edge® for the Metasys UI.
collection and presentation of large amounts of trend
data, event messages, operator transactions, and system The Site Management Portal UI of the ADS/ADX provides
configuration data. The ADS is an entry-level server that flexible system to change online configuration of the
runs on personal computers and supports up to five Metasys system, optimize control strategies, and perform
concurrent users. The ADX is a larger scale system that administrative tasks. The ADS/ADX includes an Open
runs on a server operating system to provide extended Database Connectivity (ODBC) compliant database
historical archiving and reporting capabilities. The ADX package for secure storage of historical and configuration
is offered in several models to support up to 10, 25, 50, data.
or 100 concurrent users. As Site Director, the ADS/ADX The ADS and ADX support virtual environments, including
provides secure communication to a network of Network VMware® and Microsoft® Hyper-V™. Refer to the
Automation Engines (NAEs), Network Control Engines Network and IT Guidance Technical Bulletin
(NCEs), and Network Integration Engines (NIEs). (LIT-12011279) for more information.
Metasys Release 9.0 provides exciting new features and The Metasys system can communicate with cloud-based
capabilities that continue to position the Metasys system applications easily and securely. To make this connection,
as the leading building automation system in the industry, the Metasys system requires minor programming and
including: setup by Johnson Controls. When you are connected,
• Building Network tree allows for faster delivery of the you can access multiple cloud-based applications and
Metasys User Interface (UI) by enabling its features. To learn more, please visit the Building
deployment prior to the spaces and equipment Management page located on the Johnson Controls®
configuration process. It also provides a familiar website.
navigation experience for Metasys operators who Figure 1: Metasys UI
have previous experience using the All Items tree of
the Site Management Portal.
• Advanced Search and Reporting in the Metasys UI
allows Metasys operators to find and report on
operational data and make bulk commands to restore
order more quickly. The Advanced Search and
Reporting feature provides Metasys users the ability
to quickly search Metasys objects by Building
Network, equipment, equipment type, or space.
• Custom Dashboards for the Metasys User Interface.
Custom Dashboard enable Metasys UI designers to
create dashboards that provide the most relevant and
critical information to Metasys operators for enhanced
productivity and creates an experience that mimics
users operational styles for ease of use.
• Graphics Custom Behaviors provide Metasys UI
designers the flexibility to use custom symbols that
are required for their individual building or campus
needs or their local standards.
• Trend widget updates allow users to identify patterns
and outliers, using an intuitive candlestick chart that
displays min, max, and averages.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product 1
Bulletin
 Figure 2: Site Management UI For the ADX, the Metasys Advanced Reporting System
and Energy Essentials report on system configuration
performance, energy usage, demand, and cost.
For help deciding whether an ADS or ADX is right for
your facility, see Applications.
Note: In this document, the term network engine refers
to NAEs, NCEs, and NIEs, unless otherwise
noted.

Features and Benefits

• Support of IT Standards and Internet Technologies—Allows you to install the Application and Data Server
on the existing IT infrastructure within the building or enterprise and is compatible with industry-standard firewalls.
• Secure User Access—Authenticates users and authorizes access privileges to protect system integrity.
• Flexible System Navigation and Dynamic User Graphics—Allow customization of system presentation for
different users to enhance information access and facilitate system operation.
• Alarm and Event Management—Routes event messages to building operators for rapid fault diagnosis and
response. Creates an audit trail for later detailed analysis.
• Long-Term Trend Data Storage—Enables the analysis of building systems performance to identify opportunities
for efficiency improvements and the development of predictive strategies.
• Optional Metasys Advanced Reporting System and Energy Essentials—Offer a separate login and UI for
running and viewing reports on system configuration, performance, energy usage, demand, and cost.

Application and Data Server

The integration of IT and Internet communication and
Platform security technologies enables the ADS/ADX to be used
within the existing networking infrastructure of buildings
and enterprises. The ADS/ADX can be accessed by
Introduction multiple client computers from any location on the
With the ADS/ADX, Johnson Controls has combined the network, and enterprise systems can read the data in the
latest industry-standard software with more than 130 ADS/ADX database for business planning and energy
years of control experience to create a powerful management purposes.
information management tool. The ADS/ADX is the point
of access into a building automation system (BAS) and The Metasys system bridges the gap between the building
archives historical and configuration data. control systems and enterprise networks to enable a more
integrated approach to facility management. The
The Metasys user interface has been designed to ADS/ADX and Metasys system are wise investments that
encourage system use and reduce training needs with yield returns to the building owner and operator well into
intuitive operating procedures. Operators quickly learn the future.
to use the system effectively and take full advantage of
the ADS/ADX capabilities, which include user graphics, The ADS and ADX connect to the Ethernet IP network
alarm and event management, trend data presentation, running at the automation and enterprise level of your
system summaries, and reports. system, and perform the role of the Site Director that
coordinates access to the system for all users.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 2
 Extended Application and Data
The ADS and ADX communicate with supported network
engines over the IP network. You can use a VPN over a Server (ADX)
WAN for communication to devices in other buildings or The ADX provides more advanced historical data
on remote sites. You can also access remote sites management. The ADX supports up to 10, 25, 50, or 100
through the Internet and an ISP, or by leased line or concurrent users connected to the Site Management
dial-up service using Remote Access Service (RAS) or Portal UI. The ADX offers manual, automatic, and
the Point-to-Point Protocol (PPP). scheduled archiving of historical data and offers extended
reporting capabilities using SQL Server software or
third-party software.
Application and Data Server Note: See ADS/ADX Concurrent Users for more
(ADS) information on supported concurrent users.
The ADS platform provides basic historical data The ADX:
management, including an ODBC-compliant database
package for storage of trend data, event messages, • supports the following Microsoft operating systems:
operator transactions, and system configuration data. Windows® Server® 2016 (64-bit), Windows® Server®
The ADS supports up to five concurrent users connected 2012 R2 with Update 1 (64-bit), and Windows®
to the Site Management Portal UI or to the Metasys UI Server® 2012 (64-bit)
and provides manual archiving of historical data and • supports the following SQL Server software: SQL
standard reporting capabilities. Multiple ADSs can be Server® 2016 with SP1 (64-bit), SQL Server® 2014
deployed for long-term, historical data storage. See Figure with SP2 (64-bit), SQL Server® 2012 with SP3
3 for an example of a system with an ADS. (64-bit). ADXs using SQL Server software with SQL
Server Reporting Services installed also support the
The ADS: Metasys Advanced Reporting system. See ADX with
• supports the following Microsoft® operating systems: the Metasys Advanced Reporting System.
Windows® 10 Pro and Enterprise Editions with
Anniversary Update (version 1607) (64-bit), • supports virtual environments, including VMware®
Windows® 8.1 Pro and Enterprise Editions with and Microsoft Hyper-V™. Refer to the Network and
Update 1 (64-bit), Windows® 7 Professional, IT Guidance Technical Bulletin (LIT-12011279) for
Enterprise, and Ultimate Editions with SP1 (64-bit), more information.
and Windows® 7 Professional, Enterprise, and The ADX may be installed in a split configuration. Splitting
Ultimate Editions with SP1 (32-bit) provides enhanced security for historical data. The ADX
• supports the following SQL Server software: SQL software and Site Management Portal UI are installed on
Server® 2016 Express with SP1 (64-bit), SQL one computer (the web/application server computer), and
Server® 2014 Express with SP2 (64-bit), SQL the historical trend, audit, and event data on another
Server® 2014 Express with SP2 (32-bit), SQL computer (the database server computer) running
Server® 2012 Express with SP3 (64-bit), and SQL Microsoft SQL Server software.
Server® 2012 Express with SP3 (32-bit) The ADX can also be installed at Validated Environment
• supports virtual environments, including VMware® sites with the addition of the Metasys for Validated
and Microsoft Hyper-V™. Refer to the Network and Environments, Extended Architecture application. For
IT Guidance Technical Bulletin (LIT-12011279) for more information, refer to the Metasys for Validated
more information. Environments, Extended Architecture Product Bulletin
(LIT-12011326).

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 3
 Figure 3: Metasys Network

To further help you decide whether an ADS or ADX is

Applications right for your facility, consider their respective data
Use an ADS when: storage and data access capabilities.
• the number of network engines becomes larger than
a single network engine can handle efficiently as Site
Director
User Experience
The Metasys system user interface is a portal into a site
• long-term historical data storage needs exceed the
that can be tailored to fit the needs of all potential system
capacity of a typical network engine
users. The UI can evolve and scale to match the needs
• the number of simultaneous users logging in exceeds of any single facility or campus of multiple buildings. The
the capacity of a single network engine. The ADS UI experience includes the Site Management Portal UI
supports up to 5 simultaneous users, and up to 10 to and the mobile-optimized Metasys UI.
14 NxE engines. Refer to the Metasys System
Configuration Guide (LIT-12011832).
Use an ADX when:
• the Metasys Advanced Reporting System, Energy
Essentials, or the Metasys for Validated Environments
(MVE), Extended Architecture application is required
• you need to support more than 5 simultaneous users.
The ADX supports up to 10, 25, 50, or 100 users, and
up to 1,000 NxE engines. Refer to the Metasys
System Configuration Guide (LIT-12011832).
• any one of your data storage or access requirements
is not met by an ADS

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 4
Metasys UI
The Metasys UI is an HTML5-compliant web interface or systems, with graphical symbols and animations
that provides device-agnostic access to Metasys from created using the Graphics Manager.
smartphones, tablets, and computers. The Metasys UI • Equipment Serving Space identifies the equipment
is an intuitive interface that reduces learning time, serving the selected space and then provides details
maximizes productivity of operators, and provides a about that equipment, including other equipment or
seamless user experience no matter what type of client systems that may be affecting that piece of
device is used to access the system. The client device equipment.
does not require any additional software installation—no • Potential Problem Areas provides a single display
Java™, Microfsoft Silverlight®, or Adobe® Flash® or showing all items that are in alarm, warning,
other software from an online app store. The Metasys UI overridden, out of service, and offline statuses within
is included with any Metasys server: ADS, ADX (unified a space. This display also enables operators to filter
and split), and ADS-Lite. and view data that is important to them. Operators
Figure 4: Metasys UI can use the Potential Problem Areas widget as a daily
punch list to manage buildings more efficiently.
• Equipment Summary is a table view listing all similar
equipment that directly serves the selected space,
and any downstream spaces. The Equipment
Summary shows the most important information for
each equipment and provides links to the equipment
for even more detailed information.
• Schedule widget lists all schedules affecting the
selected space, and displays if the schedules are
enabled or disabled. Operators can then select, view,
and edit specific schedules associated with a space.
The Schedule widget summarizes how a space is
affected by a scheduling strategy so that operators
Dashboards and Widgets can understand the complete picture. The Schedule
A dashboard organizes data in the Metasys UI to help widget also provides a way to view effective schedule
operators see a complete picture of what is happening information for a specific date in the future, so that
in a space, with a piece of equipment, or within a system you can ensure it is set up correctly. Furthermore, the
such as a central plant. Within each dashboard, widgets bulk scheduling feature allows operators to add
provide specific operator interaction features. At Release exceptions to several schedules at once and to assign
9.0, operators can customize dashboards to suit specific weekly schedules in bulk.
needs, by allowing the selection of viewable widgets, The Equipment Dashboard provides a cohesive
widget order, and widget appearance, as well as being summary of a selected piece of equipment. The widgets
assigned by client device type. shown in the Equipment Dashboard include the following:
The Space Dashboard provides a cohesive summary • Graphics provide a visual representation of the
of the selected space, including the equipment that serves selected space, enabling operators to quickly check
the space and potential problem areas in the space. The the status of that space, uncover unusual system
widgets shown in the Space Dashboard include the conditions, make relational comparisons between
following: nearby spaces at-a-glance, and issue commands to
• Graphics provide a visual representation of the improve performance or restore order. The Graphics
selected space, enabling operators to quickly check widget displays digital representations of equipment
the status of that space, uncover unusual system or systems, with graphical symbols and animations
conditions, make relational comparisons between created using the Graphics Manager.
nearby spaces at-a-glance, and issue commands to • Trend widget is a chart showing up to ten points of
improve performance or restore order. The Graphics historical data for a single piece of equipment at the
widget displays digital representations of equipment same time. This widget enables operators to view
historical equipment data, compare performance
changes over time, and easily create PDF or CSV

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 5
 reports. Operators can identify patterns in equipment authorization for full Metasys access, but who are
operation, including performance outliers using an responsible for viewing alarms from multiple
intuitive candlestick chart that displays min, max, and integrated building systems. Spaces and equipment
averages. do not need to be configured for users to take
• Equipment Activity enables operators to view alarm advantage of the Alarm Monitor.
activity, network controller offline events, user • Custom Trend Viewer is a chart showing up to ten
changes, and annotations made within the last year points of historical data from multiple pieces of
for the selected piece of equipment. This widget equipment at the same time. This widget enables
enables operators to easily see and understand the operators to see and compare performance changes
correlation between disparate activities occurring over time. At Release 9.0, operators can identify
within the system. patterns in equipment operation, including
• Equipment Relationships identifies all relationships performance outliers using an intuitive candlestick
a piece of equipment has with other equipment, chart that displays min, max, and averages.
spaces, and network field controllers.
• Equipment Data lists all points and their real-time Intuitive Navigation
values for the selected piece of equipment, providing The Metasys UI provides the following methods for
operators with detailed information about the operators to easily and quickly find information about their
operational status of the equipment. system:
• Schedule widget lists all schedules affecting the • Spaces Tree is a set of links to each Space
selected equipment, and displays if the schedules are Dashboard, and these links are intuitively organized
enabled or disabled. Operators can then select, view, by the site's physical hierarchy.
and edit specific schedules associated with a piece • Bookmarking provides a way for operators to quickly
of equipment. The Schedule widget summarizes how access favorite or most-frequently visited dashboards
a scheduling strategy affects the equipment so that simply by bookmarking each location in the browser.
operators can understand the complete picture. The
Schedule widget also provides a way to view effective • Search Bar enables operators to quickly access
schedule information for a specific date in the future, specific dashboards by entering the first few letters
so that you can ensure it is set up correctly. of the name of the space or equipment.
Furthermore, the bulk scheduling feature allows
operators to add exceptions to several schedules at Advanced Search and Reporting
once and to assign weekly schedules in bulk. The new Advanced Search and Reporting feature brings
powerful insights to all Metasys users by providing an
Additional Metasys UI features are available that are not
intuitive and easy way to gather and analyze data. Users
specifically located in the Space or Equipment
can quickly search for data across the building network,
Dashboard, including:
spaces, and equipment. For example, using a series of
• Alarm Manager enables operators to view and take powerful filters, including wildcards, a user can easily
action on Metasys system alarms. The Alarm search for all zone temperatures in a specific space. Once
Manager rolls up occurrences of alarms to help the users find the relevant data, they can easily create
operators prioritize the most important alarms and reports showing historical activity, alarms, audits, and
manage all occurrences of alarms in one operation. trends based on a defined time range, and export them
The Alarm Manager also displays an Alarm Summary to a CSV and PDF file. Users can also quickly issue bulk
that indicates how well the alarms are being managed. commands to any equipment that is controlled by the
The Alarm Manager is accessible through the Metasys Metasys system. Spaces and equipment do not need to
UI and full screen view, with a separate URL, be configured for users to take advantage of the
well-suited for 24/7 operations centers. Spaces and Advanced Search and Reporting feature.
equipment do not need to be configured for users to
take advantage of the Alarm Manager.
• Alarm Monitor provides a similar view as the Alarm
Manager, but does not require the user to log into the
Metasys system. The Alarm Monitor is well-suited for
the types of users who do not require or do not have

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 6
Building Network Enhanced Commanding
The new Building Network feature allows Metasys users The Metasys UI includes the following features that
with appropriate access to visualize the configuration of enhance the practice of commanding or changing values,
the Metasys network using the All Items tree. Global enabling operators to restore order quickly and efficiently
status indicators enable users to visually identify network and avoid unplanned rework.
and operational issues for any item in the Metasys
• Timed Operator Commands enable operators to
network. Spaces and equipment do not need to be
easily set time limits on the manual commands, such
configured for users to take advantage of the Building
as issuing an override or taking a point out of service,
Network feature in Metasys UI.
to ensure the system reverts to automatic control.
Each item integrated into the Metasys system has a This can help reduce energy costs and reduce comfort
dashboard, where users can diagnose issues with the complaints caused by the system staying in manual
building network by viewing and editing detailed item control for too long.
information, as well as viewing historical trend data. The • Annotations on Commands provides a means for
widgets shown in the network dashboard include the operators to add a note when issuing a command,
following: such as issuing an override or taking a point out of
• Details show the user the current value and status service. The note appears in the Equipment Activity
of the item being viewed and allows the user to issue widget to help operators trace system behavior back
commands. The details widget contains the focus, to manual commands and why they were issued.
diagnostic, and network views that allow the user to • At Release 9.0, additional commands are available
view and edit detailed information for each item within the Metasys UI for both operators and
integrated into Metasys. advanced users.
• Summary widget allows the user to quickly identify
operational issues with the network item by displaying Metasys UI Tools
a tabular rollup of data under the current network item. Several tools are available to help you create the Metasys
For instance, a listing of data points' present value UI. The System Configuration Tool (SCT) allows you to
and status under a network field controller. quickly define the spaces hierarchy, equipment
• Relationships allows the user to identify which space definitions, and serving relationships. The Rapid Archive
or equipment the network item serves. Creation streamlines the generation of the entire Metasys
• Trend widget is a chart showing up to ten points of database for new or retrofit Metasys installations.
historical data being collected on the Metasys network A Graphics Package is embedded within the Metasys UI
item at the same time. This widget enables users to to enable system designers to create the Graphics
view historical data, compare changes over time, and widgets using photo-realistic graphical representations
easily create PDF or CSV reports. At Release 9.0, of equipment and spaces. An extensive library of graphic
users can identify patterns including outliers, using templates, symbols, and controls is provided with the
the intuitive candlestick chart that displays min, max, Metasys UI, simplifying the task of graphic creation.
and averages. Customized graphics symbols can be created using the
Some network dashboards, such as Schedules and Custom Behaviors feature, which is new at Release 9.0.
Graphics, display the associated schedule summary or No separate software or license is required to use the
graphic widget, in addition to other widgets available in graphics manager and editor.
the building network dashboard. The Metasys UI also supports viewing of graphics that
were created with earlier versions of Metasys graphics
User Authorization tools. Standard graphics created with the User Graphics
User Authorization enables users to assign user access Tool (UGT) and Graphics+ graphics created with the
permissions to specific spaces and the equipment serving Graphics+ Generation Tool (GGT) can be associated
those spaces. User Authorization allows for segmented with spaces, equipment, and field controllers and be
user access by physical space within the building or viewable in the Metasys UI without manual conversion.
campus.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 7
 Figure 5: Launcher Application

The Metasys UI Offline offers the ability to view how the

Metasys UI looks in order to validate the UI's
configuration. You can view the spaces and equipment
configuration and view the graphics associated with the
space and equipment. The Metasys UI offline leverages
the SCT archives instead of the live site. The Metasys
UI Offline is automatically installed along with the SCT.

Site Management Portal UI

The Site Management Portal UI provides system
administrators or building operators online user and
system configuration capabilities along with real-time
views into their site. The Site Management Portal UI
transforms raw data from the site and organizes it into a
comprehensive set of information management tools and
reports.
The Site Management Portal UI framework features a
multiple panel layout that displays different aspects of
your building control system at one time. For example, Features of the Site Management
you can display a graphic diagram of an air handling plant
along with a multiple point trend graph and the control
Portal UI
system logic. This multi-panel layout allows you to identify
the cause of an alarm condition from the plant quickly. In Navigating through the Network
another panel, you can display a detailed focus view of The Site Management Portal UI provides a network
a point and monitor the effects of changes to its value on navigation tree that allows you to quickly browse through
the system graphic in the other panel. the hierarchy of the entire system. The navigation tree
supports color-coded symbols that allow you to identify
alarms or other exception conditions that may require
Access through the Launcher your attention.
Application Figure 6: System Navigation
You use the Launcher application to connect to the Site
Management Portal UI of the ADS/ADX by using a
desktop, laptop, or other type of computer connected to
a corporate intranet, dedicated BAS, Internet, or
telephone line from remote sites. Multiple users can
communicate simultaneously with the server, and access
is based on the authorization level assigned to individual
users.
The Launcher is a software application that you download
when you browse to any Release 9.0 Metasys server or
supervisory network engine on the building network. After
you install the Launcher software, use it to launch the
Site Management Portal UI. In addition, you can configure
the Launcher to browse to any website, such as the
Metasys UI and the Metasys Advanced Reporting System.
For more details, refer to the Launcher Tool Help
The basic navigation tree represents the physical
(LIT-12011742).
structure of the network. To further facilitate network
navigation, you can create additional user navigation
trees called User Views with different system
perspectives.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 8
For example, you can assemble all the room temperature Graphics are integrated with the Site Management Portal
values in the building into groups and display them in a UI and the System Configuration Tool (SCT) UI on client
series of graphic floor diagrams using the area or zone computers that have installed Microsoft Silverlight®
names. These different navigation trees enable users to plug-in technology. Graphics+ graphics can also be
view and analyze operating conditions according to their viewed in the Metasys UI and Metasys UI Offline on client
particular responsibility, which may include building devices. The authoring component of the Graphics+
security, occupancy management, technical services, feature is called the Graphics Generation Tool, a software
energy management, and others. application that can be installed on a computer with the
Metasys system or on a stand-alone computer. The
Graphics Generation Tool:
Realistic Displays with Graphics+
The Metasys system user experience takes another leap • allows you to create system graphics using any
forward with a new, industry-leading graphical display combination of HVAC, Fire, Lighting, Security, and
capability. The Graphics+ feature provides an intuitive Network symbols
way to interact with your facility by dynamically • allows you to create Floor Plan graphics containing
highlighting the information that requires immediate information about overall buildings, floors, and rooms
attention, and providing multiple layers of meaningful within a floor
facility data in an uncluttered, focused visual display. Data • enables you to import AutoCAD® drawings that
is presented using values, colors, and dynamic motion become Floor Plan graphics
to represent current activity in the facility, and to quickly
and easily indicate potential problems. Navigation from • integrates with the Metasys archived site database
a high-level view of the facility to increasing levels of detail and the online Site Management Portal to create
is just a click away. Commanding equipment to new states bindings in dynamic shapes that represent monitored
or changing setpoints is also simplified for authorized and controlled equipment
users. • offers 30-plus templates that serve as starting points
for creating new graphics
Figure 7: Graphics+ Example
• provides thermodynamic floor plans that display
snapshots of all zone temperatures and use color to
help you quickly identify temperature deviations
For more details, refer to the Graphics+ Product Bulletin
(LIT-12011698).

Global Search
This enhanced search feature allows you to search the
Metasys system for multiple objects that meet specific
criteria based on naming and object type. Using the global
search, you can manage lists of objects, which can be
used by other features for commanding, trending,
reporting, and object selection.

Global Command
This additional command feature allows you to send a
single command to multiple objects and view a log of the
command results.

Managing Alarm and Event Messages

To make sure you are notified immediately of important
alarms and events, the Site Management Portal UI alerts
you with a pop-up window showing the most recent
highest priority alarm message detected by the system.
This window presents all important data pertaining to the
alarm message.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 9
For a system-wide overview of alarms and events, the Metasys software supports both Interval (for example,
Site Management Portal UI provides an Event Viewer every 10 minutes) and Change-of-Value (for example,
that displays all system events in chronological order. when a temperature changes 0.5˚) sampling methods for
storing trend samples. Data from both methods can be
Figure 8: Event Viewer
combined in a single graph.
You can view and analyze trend data as a graph or a
table in a display panel of the Site Management Portal
UI. The trend values give an indication of system
performance, allowing you to identify opportunities for
efficiency improvements and develop predictive
maintenance strategies. All trend features support copying
to the clipboard for use in another program.
For a more detailed analysis of system-wide operational
performance, you can create a Trend Study. Trend
Studies provide a powerful management tool to analyze
and compare current and historical operational data.
Trend Studies also help you identify potential problems
before they occur, diagnose current and past alarm
conditions, optimize energy consumption, and reduce
maintenance costs.
The Trend Viewer allows you to view multiple trend
extensions based on the ad hoc selection of items from
The Event Viewer allows you to identify the most recent the results of a global search or from the navigation tree.
conditions in the building, determine possible relationships This feature provides another option in trending.
between events, and locate the source of error conditions. Figure 9: Trend Display
The Event Viewer also allows you to acknowledge and
annotate any of the displayed event messages.
All event messages detected by network engines are
routed to the ADS/ADX for archiving on the
ODBC-compliant database. You can configure the server
to route event and transaction messages to printers,
pagers, or e-mail destinations, or other servers.
To display operator transactions, the Site Management
Portal UI provides an Audit Viewer. The Audit Viewer is
sortable so only those transaction messages of particular
interest to you appear.

Trend Analysis
For optimal performance and to fine-tune the building
control systems, current and historical data can provide
useful diagnostic information. The Site Management
Portal UI provides comprehensive trend recording and
trend display capabilities. Trend data is collected from
the field points and buffered temporarily in the network
engines. The trend data can be uploaded automatically
and periodically to the ADS/ADX and archived in the
ODBC-compliant database.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 10
User Views and Tailored
Summaries Reports
Reports offer a snapshot view of the current exception
User views are user-defined navigation trees that contain situations and summary data in the entire site or selected
references to selected items found in the All Items area of the site and allow you to locate points that need
navigation tree. You can create user views to group attention. You define the reports, and the ADS/ADX
commonly used items and graphics together. You can displays the resulting data in the Report Viewer on the
also assign user views to particular user groups, such as Site Management Portal UI.
building security and energy management.
The following reports are available:
Expanding the capability of user views further, Tailored
Summaries use table-based user views to provide • Alarm Report—points in the alarm state
summary views of Metasys system items. • Offline Report—devices that do not respond
Figure 10: Tailored Summary • Disabled Report—alarming that has been disabled
• Override Report—operator overridden points
• Supervisory Override Report—points with the
Override flag set to True
Reports list all points in the given condition within the
selected area or group of points. Conditions can be alarm,
offline, disabled, or overridden. The following figure shows
an example of an Alarm Report. You can refresh the
completed report to find any new points since the report
was run, and you can cancel a report query at any time.
Figure 11: Alarm Report

These summaries consist of sortable rows and columns

tailored to contain information of your choosing. Tailored
Summaries allow you to view, modify, and command
large quantities of similar data in tabular format. Similar
data, for example, may be all VAV boxes on a floor of a
building, showing current temperatures, setpoints, flows,
and minimum and maximum settings. Using this
The Scheduled Reports feature provides a reporting
information, you can quickly analyze facility operation
service on a server that generates summary reports
and troubleshoot for possible problems.
based on object lists and report schedules.
To help you get started with Tailored Summaries, a set
of pre-built Summary Definitions can be imported into Configuring Schedules
your site. These summary definitions fit into three
The Schedule feature allows you to define the days and
categories: Configuration, Diagnostic, and Monitoring.
times for operational activities such as starting and
The Device and Network Diagnostics definitions are
stopping equipment and changing setpoints. You can
intended for site administrators. The Mechanical
schedule activities for one or more days of the week,
Equipment definitions with links to graphics and Key Point
holidays, or particular calendar dates.
definitions are useful for service professionals.
The Metasys UI provides a graphic representation of the
Tailored Summaries are configurable in the Site
daily and weekly schedule calendar for editing the
Management Portal UI.
schedules. Schedules actually run in a network engine
on the network, but you can configure them to send
commands to equipment throughout the whole building
or site.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 11
 In addition to user authentication, standard IT security
Figure 12: Schedule Widget technologies (including firewall programs and encoding
protocols) protect the building automation system and
network from unauthorized access.
Hypertext Transfer Protocol Secure (HTTPS) with TLS
1.2 is now implemented between Metasys components,
including the ADS/ADX, Metasys UI, System
Configuration Tool (SCT), and network engines. This
enhancement ensures the highest level of security to
protect your building automation system from
unauthorized users and computer hackers.
Self-signed certificates are installed by default on the
ADS/ADX. As an option, the customer can apply or
purchase trusted certificates on the ADS/ADX.
System Security One of three new security shield icons are displayed in
The Metasys system offers secure user access by the Site Management Portal (SMP), SMP, and ODS UIs
authenticating the user name and password of any user to indicate the current level of a connection: trusted,
who attempts to connect to the system. self-signed, or untrusted.
The Site Management Portal UI also supports Lastly, you can configure the use of an external Syslog
authentication using the Microsoft Active Directory® server to capture messages from the Metasys system.
directory service or a Remote Authentication Dial-In User Network engines send audit log entries and event
Service (RADIUS) server. Refer to the Security notifications to an external, customer-provided
Administrator System Technical Bulletin (LIT-1201528) industry-standard Syslog server destination.
for details.
Note: The Metasys Advanced Reporting System does ADX with the Metasys Advanced
not support synchronization with the Active
Directory directory service.
Reporting System
The Metasys Advanced Reporting System provides
When a valid user account has been identified, the historical and configuration data reporting capabilities in
connection is authorized and system access is granted a UI that is separate from the Site Management Portal
based on the access privileges defined by the Metasys UI. This system allows authorized users to run reports to
security administrator system for the user account. review the configuration and performance of the Metasys
Access privileges are assigned by system categories and system.
action sets to individual users or to a group of users with The Metasys Advanced Reporting System UI allows you
the same role. System categories define the type of to run reports easily and immediately view them in a web
building equipment and points accessible when operating browser.
the system. Action sets define the authorized operation
level. Users may be authorized to only view items or may Figure 13: Metasys Advanced Reporting System
be allowed to also acknowledge alarms and issue
commands. At the highest level, users are authorized to
modify system configuration parameters.
In addition to system access privileges assigned to users,
you can also assign access to spaces and equipment
serving spaces with the User Authorization feature in the
Metasys UI.
The Audit Trail on the ADS/ADX records user activities
such as alarm acknowledgment, sending commands,
and point modification.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 12
The following reports are available for the points included Energy Essentials offers the following seven reports:
in the reporting system user views:
• Big Picture Energy
• Configuration Setup Review • Consumption
• System Behavior • Electrical Energy
• Trend Report — statistical calculations and Mean • Production
Kinetic Temperature (MKT)
• Simple Energy Cost
• Trend Detail Report — summary data
• Load Profile
You can export a report and save it in a variety of formats, • Equipment Runtime
such as Microsoft Excel® or PDF, for later use.
Note: Energy Essentials is not supported on a system
Figure 14: Metasys Advanced Reporting System with SQL Server 2016 software.
Example Report
For details, refer to the Metasys Energy Essentials
Catalog Page (LIT-1900600).
Figure 15: Metasys Energy Essentials System

The Metasys Advanced Reporting System is available

on ADXs running SQL Server software with SQL Server
Reporting Services. The Metasys Advanced Reporting
System is an option during the ADX installation. Users
are authorized with the Advanced Reporting option in the
Security Administrator System. For details, refer to the
Metasys Advanced Reporting System and Energy
Essentials Help (LIT-12011312).

ADX with Energy Essentials

An add-on to the Metasys Advanced Reporting System,
Energy Essentials provides seven fundamental energy
reports that no site should be without. From the Energy
Overview report that displays a high-level view of
normalized energy use across your site, to the Load
Profile report that graphically presents your daily electrical
demand, stored data is transformed into meaningful
information with the Metasys system.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 13
 In an ADX split configuration, the computer running SQL
ADX Split Configuration Server software is known as the database server
The ADX software and its associated database software computer, and it stores historical Metasys system data.
are often installed on one computer (a unified ADX). The ADX software itself and all required ADX
However, the ADX also can be installed in a split prerequisites reside on a second computer, known as
configuration, which involves installing ADX-related the web/application server computer. In a split
software on two computers. Splitting provides enhanced configuration, the SCT must reside on a third computer.
security for historical data. Using the ADX in a split Users browse to the web/application server computer to
configuration allows you to locate the Metasys system see system data. The database server computer cannot
databases behind a firewall, which reduces the risk of be used as a historical data repository by more than one
exposing Metasys system data to unauthorized users on web/application server computer.
the Internet. The split configuration also allows you to
locate Metasys system databases on an existing SQL
Server computer using existing resources (hardware,
software, and technical personnel), potentially lowering
the cost of installing and monitoring the Metasys system.
Note: Cloud-based applications are not available for all sites.
Figure 16: Metasys Network with an ADX in Split Configuration

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 14
 Table 4 lists examples of the number of concurrent users
ADS/ADX Concurrent Users supported for the ADX 50-user base product codes.
Table 1 lists examples of the number of concurrent users Table 4: Example of ADX Concurrent Users (50 Users)
supported for the ADS/ADX.
Table 1: Example of ADS Concurrent Users (Five SMP Metasys UI
Users) 0 50
SMP Metasys UI 10 40
0 5 25 25
2 3 50 0
5 0
Note: If there are 50 users logged into SMP, no users
Note: If there are 5 users logged into SMP, no users can log into the Metasys UI.
can log into the Metasys UI. Table 5 lists examples of the number of concurrent users
Table 2 lists examples of the number of concurrent users supported for the ADX 100-user base product codes.
supported for the ADX 10-user base product codes. Table 5: Example of ADX Concurrent Users (100
Table 2: Example of ADX Concurrent Users (10 Users) Users)
SMP Metasys UI SMP Metasys UI
0 25 0 50

5 20 10 50

9 16 25 50

10 0 50 50
75 0
Note: If there are 10 users logged into SMP, no users
can log into the Metasys UI. 100 0

Table 3 lists examples of the number of concurrent users Note: If there are over 50 users logged into SMP,
supported for the ADX 25-user base product codes. logging into the Metays UI is not supported.
Table 3: Example of ADX Concurrent Users (25 Users)
SMP Metasys UI
0 25
10 15
20 5
25 0

Note: If there are 25 users logged into SMP, no users

can log into the Metasys UI.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 15
Extended Application and Data Server (ADX) Split Configuration
Guidelines
Table 6: ADX Split Configuration Guidelines
Product Guideline
ADX Web/Application Server Must be loaded on a full server.
Notes:
• ADX software and all required ADX prerequisites reside on a web/application server.
Users browse to the web/application server to see system data.
• You may install Metasys Advanced Reporting System or Energy Essentials on this
server.
ADX Database Server Must be loaded on a full server.
Note: SQL Server software resides on the ADX database server. The database server
stores historical Metasys system data and serves as a historical data repository
for the web/application server.
Software Configuration Tool (SCT) Must be loaded on a third server that is separate from the ADX web/application server
and ADX database server.

Included Software Tools

Figure 17: System Configuration Tool

Export Utility
The Export Utility extracts historical trend, alarm, and
audit data from the system and presents the data in a
variety of formats. Using these flexible formats, in
programs such as Microsoft Excel® and Access, users
can easily sort, compare, and archive data in
spreadsheets and databases. For details, refer to the
Metasys® Export Utility Product Bulletin (LIT-1201800).

Metasys Database Manager

The Metasys Database Manager allows you to monitor,
manage, purge, and back up Metasys system historical
databases on an ADS/ADX. For details, refer to the
Metasys® Database Manager Help (LIT-12011202).

System Configuration Tool (SCT) With SCT, you can perform all configuration features
The SCT is included with the ADS/ADX software package. required to set up an automation system, including:
It allows you the convenience of defining and modifying
Metasys system databases offline, supported by wizards • defining all ADS/ADXs and network engines
that guide you through the entire process. SCT uses the • defining field controllers
same Metasys user interface used with all other • configuring field points and operating parameters
components of the system (ADS/ADXs and network
• setting up the navigation tree structure including user
engines). You do not have to learn a different mode of
navigation trees
operation when working with SCT.
• configuring system features such as user graphics,
programmed logic control sequences, alarms, trends,
and event message destinations
• configuring spaces and equipment and associating
graphics for the Metasys UI and Metasys UI Offline

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 16
• configuring Demand Limit and Load Rolling (DLLR) • configuring spaces and equipment, including using
to monitor energy meters for electricity, gas, steam, the Rapid Archive Creation process
or water, and automatically shed equipment loads • downloading, uploading, and archiving network engine
according to user-defined levels. Demand Limit helps configuration databases
manage utility demand charges. Load Rolling controls
equipment operating levels to reduce total energy The Metasys UI Offline is installed with SCT.
consumption.
• creating optimal start logic Controller Configuration Tool (CCT)
• simulating control logic CCT is used to configure, simulate, and commission Field
Equipment Controllers (FECs), Advanced Application
Field Equipment Controllers (FACs), Input/Output
Modules (IOMs), and VAV Modular Assembly (VMA) 16
devices on the MS/TP bus. For details, refer to the
Controller Tool Help (LIT-12011147).

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 17
Ordering Information
For complete ordering information, refer to the Metasys System Software Purchase Options Product Bulletin
(LIT-12011703).
Table 7: ADS/ADX Ordering Information for New or Upgrade Software
Base Product Code Product New Software Upgrade Software Migration Software
Descriptions Product Code Product Code Product Code Number
Number Number
MS-ADS05U Application and Data MS-ADS05U-0 MS-ADS05U-6 MS-ADS05U-8
Server
For any combination up
to 5 concurrent SMP
and Metasys UI users
MS-ADX10U Extended Application MS-ADX10U-0 MS-ADX10U-6 MS-ADX10U-8
and Data Server
For any combination up
to 10 concurrent SMP
and Metasys UI users
MS-ADX10SQL Extended Application MS-ADX10SQL-0 MS-ADX10SQL-6 MS-ADX10U-8
and Data Server
For any combination up
to 10 concurrent SMP
and Metasys UI users
Includes Microsoft®
SQL Server® 2012
software with core
license
MS-ADXSWO Extended Application MS-ADXSWO-0 MS-ADXSWO-6 MS-ADXSWO-8
and Data Server
For any combination up
to 25 concurrent SMP
and Metasys UI users
MS-ADXSWOSQL Extended Application MS-ADXSWOSQL-0 MS-ADXSWOSQL-6 MS-ADXSWOSQL-8
and Data Server
For any combination up
to 25 concurrent SMP
and Metasys UI users
Includes Microsoft SQL
Server 2012 software
with core license
MS-ADX50U Extended Application MS-ADX50U-0 MS-ADX50U-6 MS-ADX50U-8
and Data Server
For any combination up
to 50 concurrent SMP
and Metasys UI users

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 18
Table 7: ADS/ADX Ordering Information for New or Upgrade Software
Base Product Code Product New Software Upgrade Software Migration Software
Descriptions Product Code Product Code Product Code Number
Number Number
MS-ADX50SQL2 Extended Application MS-ADX50SQL2-0 MS-ADX50SQL2-6 MS-ADX50SQL2-8
and Data Server
For any combination up
to 50 concurrent SMP
and Metasys UI users
For use on server with
dual processors or 8
1
cores
Includes Microsoft SQL
Server 2012 software
with core license
MS-ADX50SQL Extended Application MS-ADX50SQL-0 MS-ADX50SQL-6 MS-ADS50SQL-8
and Data Server
For any combination up
to 50 concurrent SMP
and Metasys UI users
For use on server with
single processor or 4
cores
Includes Microsoft SQL
Server 2012 software
with core license
MS-ADX100U Extended Application MS-ADX100U-0 MS-ADX100U-6 MS-ADX100U-8
and Data Server
For any combination up
to 100 concurrent SMP
and Metasys UI users
MS-ADX100SQL2 Extended Application MS-ADX100SQL2-0 MS-ADX100SQL2-6 MS-ADX100SQL2-8
and Data Server
For any combination up
to 100 concurrent SMP
and Metasys UI users
For use on server with
dual processors or 8
1
cores
Includes Microsoft SQL
Server 2012 software
with core license

1 Servers with dual processors or 8 cores are recommended for ADX 50 user and 100 user software.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 19
ADS and ADX Application Tables
Table 8: Data Access Ability on an ADS and ADX
Characteristic ADS ADX Questions to Ask
Before Archiving Data
Standard Reports Yes Yes Which kind of standard reporting
• Metasys UI • Metasys UI do you need?
• If you need only historical
values for selected points, install
an ADS.
• If you need historical point
values, offline conditions, audits,
events, and more, install an
ADX with the Metasys
Advanced Reporting system.
Custom Reports Yes - with Third-Party Yes - with Third-Party Tools Do you need custom reporting?
Tools • If you do not need custom
Various third-party tools
reporting, install an ADS.
Various third-party tools
• If you need custom reporting,
install an ADX and plan for any
necessary expert help to create
and interpret custom reports
using third-party tools.
After Archiving Data
Merging of Archives for Data Yes - with Third-Party Yes - with Third-Party Tools Do you need to access or query
Access and Reporting Tools • SQL Server software data from more than one archive
at a time?
Various third-party tools • Microsoft Reports
software • If you would like to access data
from each archive separately,
install an ADS.
• If you would like to access data
from several archives or all your
archives, use third-party tools
to merge the archives, install an
ADX, and query the complete
merged archive file. Plan for any
necessary expert help.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 20
Table 9: Data Storage Characteristics of the ADS and ADX
Characteristic ADS ADX Questions to Ask
1 10 GB 40 GB How far back do you need to collect data
Database Capacity
before archiving?
(minimum free space
• In a typical system2, the ADS database
required on the computer
after ADX installation) reaches the database capacity in
approximately 3.5 years.
The database can • In a typical system3, the ADX database
expand until all hard disk
space is used. reaches the 40 GB capacity in
approximately 2.5 years.
Archive Type Manual • Manual Do you need automatic or scheduled
Available • Automatic archiving?
• If you do not need automatic or scheduled
• Scheduled
archiving, an ADS may be appropriate. You
must archive manually when the database
is full to avoid offline Metasys server
conditions.
• If you require automatic or scheduled
archiving, install an ADX. Automatic
archiving prevents offline Metasys server
conditions.
Archiving Tools • Metasys Database • Metasys Database Do you have experienced Information
Manager Manager Technology specialists on hand?
• SQL Server Management • Microsoft SQL Server If you have experienced IT specialists on site,
Studio Express software software they may require specific third-party archive
management tools or prefer the powerful SQL
Server software capabilities of the ADX.

1 Be aware of the physical limitations of hard disk space available on the computer. You must have room for all installed
programs, the active database, archives, temporary database files, and other supporting files. Automatic archiving does not
take place if no free disk space is available.
2 A typical system consists of an ADS and 4 to 5 NAEs with approximately 20% of points trended at 30-minute intervals.
3 A typical system consists of an ADX and 15 NAEs with approximately 20% of points trended at 15-minute intervals.

Table 10: Client Computer Requirements for Site Management Portal UI, SCT, Metasys UI, and Metasys UI
Offline
Site Management Portal UI Metasys UI
System Configuration Tool (SCT) Metasys UI Offline
1 Intel® Core™ i5 Processor Intel® Core™ i5 Processor
Recommended Processor
Required Minimum Random 4 GB1 4 GB
1

Access Memory (RAM)

Hard Disk Capacity 40 GB hard disk (minimum) 40 GB hard disk (minimum)
Supported Operating Windows® 10 Pro and Enterprise Editions Windows® 10 Pro and Enterprise Editions with
System with Anniversary Update (version 1607) Anniversary Update (version 1607) (64-bit)
(64-bit) Windows® 8.1 Pro and Enterprise Editions with
Windows® 8.1 Pro and Enterprise Editions Update 1 (64-bit)
with Update 1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate
Windows® 7 Professional, Enterprise, and Editions with SP1 (64-bit)
Ultimate Editions with SP1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate
Windows® 7 Professional, Enterprise, and Editions with SP1 (32-bit)
Ultimate Editions with SP1 (32-bit)
Apple® macOS® 10.12 Sierra
Apple® macOS® 10.12 Sierra
Apple® OS X® 10.11 El Capitan
Apple® OS X® 10.11 El Capitan

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 21
Table 10: Client Computer Requirements for Site Management Portal UI, SCT, Metasys UI, and Metasys UI
Offline
Site Management Portal UI Metasys UI
System Configuration Tool (SCT) Metasys UI Offline
Supported Web Browsers Windows® Internet Explorer® Windows® Internet Explorer® 11.0.9600.18449
11.0.9600.18449 Update version 11.0.35 Update version 11.0.35 or later
or later Notes:
Note: In Internet Explorer 11, select the • The Metasys UI does not support Internet
Use Microsoft compatibility lists Explorer 11 on Windows 10 operating systems.
option, found under Tools > • In Internet Explorer 11, select the Use Microsoft
Compatibility View Settings, to compatibility lists option, found under Tools
ensure that websites appear and > Compatibility View Settings, to ensure that
function correctly. websites appear and function correctly.
Apple® Safari® 10 or later • Metasys UI does not support InPrivate Browsing.
Notes: To exit InPrivate Browsing, close the browser
• In OS X, you cannot view Graphics+ window and open a new browser window.
graphics in the Site Management Portal
Microsoft® Edge®
UI.
• You use the web browser to download Google® Chrome™ version 54 or later
the Launcher application. After you Note: Metasys UI does not support incognito
install the Launcher application, you use mode. To exit incognito mode, click or tap
the Launcher, not the web browser, to the X icon of the browser window or tab and
log in to the Site Management Portal then open a new browser window or tab.
(SMP) UI. For more information on incognito mode in
Google Chrome, click here.
Apple® Safari® 10 or later
Note: Metasys UI does not support private
browsing. To exit private browsing, click or
tap Private in the browser window.
Other web browsers, such as Mozilla®
Firefox®, are not officially supported by the
UI. However, the Metasys UI may appear
and function appropriately in these web
browsers.
Supported Mobile Phone N/A Android™ 4.4 or later
Operating Systems
iOS 10.0 or later
Supported Tablet Operating N/A Android 4.4 or later
Systems
iOS 10.0 or later

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 22
Table 10: Client Computer Requirements for Site Management Portal UI, SCT, Metasys UI, and Metasys UI
Offline
Site Management Portal UI Metasys UI
System Configuration Tool (SCT) Metasys UI Offline
Network Communication Ethernet network interface card 10/100/1000 Ethernet network interface card 10/100/1000 Mbps
Mbps
Follow these guidelines and recommendations:
• For optimal performance, use a wired connection
for computers browsing to the Metasys UI.
• Alternatively, for mobile phones and tablets, you
can use a wireless IEEE 802.11 connection on
a 4G network. Browsing to the Metasys UI over
a 3G communications network is possible, but
it is not recommended or supported.
• High latency (also called lag or wait time) can
cause the Metasys UI to disconnect from the
ADS or ADX.
• To avoid slow performance, we recommend a
network with at least 20 mpbs upload speed.
• Signal strength impacts the overall performance
of the Metasys UI. For the best results, ensure
you have a strong signal for your wireless
connection.
Monitor 1024 x 768 or higher resolution and 16-bit 1024 x 768 or higher resolution and 16-bit or higher
or higher color depth color depth
Other features may require 1600 x 900 resolution.
Additionally, you may need to set your monitor
display at Small 100% setting (Control Panel > All
Control Panel Items > Display).

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 23
Technical Specifications

Application and Data Server (ADS) System Requirements

Table 11: Application and Data Server (ADS) System Requirements (5 Users)
1 Intel® Core™ i7 with at least four cores
Recommended Computer Platform
2
2 x 500 GB hard disk (RAID 1) with 40 GB free space after installation of all
prerequisite software and before installation of ADS software. Configure RAID 1
(mirroring) with disk write-caching turned on.
DVD drive
Note: Prerequisite software includes the supported operating system, database
software, .NET Framework, and any other software or service packs required
for your ADS configuration.
Graphics card (1 GB RAM, ATI® Technologies or NVIDIA® Corporation, 64-bit
compatible [for 64-bit operating systems], Small Form Factor [SFF] if required)
3 8 GB RAM (64-bit systems)
Required Minimum Memory
4 GB RAM (32-bit systems)

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 24
Table 11: Application and Data Server (ADS) System Requirements (5 Users)
4 Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607)
Supported Operating Systems and
Database Software (64-bit)
Note: The Windows 10 Anniversary Update (version 1607) is required for any
Windows 10 computer that runs Metasys software, including the
ADS/ADX/ODS. Verify this update is installed before installing or upgrading
Metasys software. From the Start Menu, type Winver in the Windows search
bar. Click Winver to open About Windows.
If you are upgrading Metasys software before installing this update, you must
do the following:
1. uninstall the previous versions of all Metasys software
2. install the Windows 10 Anniversary Update (version 1607)
3. install the latest Metasys software
Supports:
• SQL Server® 2016 Express with SP1 (64-bit)
• SQL Server® 2014 Express with SP2 (64-bit)
• SQL Server® 2012 Express with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.
For more information, refer to
https://support.microsoft.com/en-us/kb/2979597.
Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)
Supports:
• SQL Server® 2016 Express with SP1 (64-bit)
• SQL Server® 2014 Express with SP2 (64-bit)
• SQL Server® 2012 Express with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.
For more information, refer to
https://support.microsoft.com/en-us/kb/2979597.
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Supports:
• SQL Server® 2014 Express with SP2 (64-bit)
• SQL Server® 2012 Express with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.
For more information, refer to
https://support.microsoft.com/en-us/kb/2979597.
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Supports:
• SQL Server® 2014 Express with SP2 (32-bit)
• SQL Server® 2012 Express with SP3 (32-bit)
Supported Operating Systems for Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607)
Metasys Site Management Portal Client (64-bit)
Computer Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Apple® macOS® 10.12 Sierra
Apple® OS X® 10.11 El Capitan

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 25
Table 11: Application and Data Server (ADS) System Requirements (5 Users)
Supported Web Browser Software for Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
Metasys Site Management Portal Client
Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option,
Computers
found under Tools > Compatibility View Settings, to ensure that websites
appear and function correctly.
Apple® Safari® 10 or later
Notes:
• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.
• You use the web browser to download the Launcher application. After you install
the Launcher application, you use the Launcher, not the web browser, to log in
to the Site Management Portal (SMP) UI.
Supported Web Browser Software for Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
Metasys UI Client Devices Notes:
• The Metasys UI does not support Internet Explorer 11 on Windows 10 operating
systems.
• In Internet Explorer 11, select the Use Microsoft compatibility lists option,
found under Tools > Compatibility View Settings, to ensure that websites
appear and function correctly.
• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing,
close the browser window and open a new browser window.
Microsoft® Edge®
Google® Chrome™ version 54 or later
Note: Metasys UI does not support incognito mode. To exit incognito mode, click
or tap the X icon of the browser window or tab and then open a new browser
window or tab. For more information on incognito mode in Google Chrome,
click here.
Apple® Safari® 10 or later
Note: Metasys UI does not support private browsing. To exit private browsing, click
or tap Private in the browser window.
Other web browsers, such as Mozilla® Firefox®, are not officially supported
by the UI. However, the Metasys UI may appear and function appropriately
in these web browsers.
Supported Virtual Environments Microsoft Hyper-V™, VMware®
Supported User Interfaces Site Management Portal (SMP)
Metasys UI
Additional Software Included with the CCT software Launcher software
ADS
Export Utility software Microsoft SQL Server 2012 Express
software with SP3 (64-bit)
Metasys Database Manager software Microsoft .NET Framework Version 4.6.1
SCT software
Optional Hardware Any network or local printer supported by the qualified Windows operating system
Optional Software Graphic Generation Tool

1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable.
Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 For best performance, use Serial Attached SCSI (SAS) hard drives, not Small Computer System Interface (SCSI) hard drives.
3 For best performance, use the maximum amount of memory that the computer allows.
4 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 26
Extended Application and Data Server System Requirements (Unified
10 or 25 User ADX)
Table 12: Extended Application and Data Server System Requirements (Unified ADX Systems, 10 or 25
Users)
1 Intel® Core™ i7 with at least four cores
Recommended Server Platform
2
2 x 600 GB hard disk (RAID 1) with 40 GB free space after installation of all prerequisite
software and before installation of ADS software. Configure RAID 1 (mirroring) with disk
write-caching turned on.
DVD drive
Note: ADX prerequisite software includes the Windows operating system, SQL Server
software, Windows .NET Framework, and any other software or SPs required by
your ADX configuration.
3 16 GB RAM
Required Minimum Memory
4 1
Supported Operating Systems Windows® Server® 2016 (64-bit)
and Database Software
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
1
Windows® Server® 2012 R2 with Update 1 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
1
Windows® Server® 2012 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
Supported Operating Systems for Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607) (64-bit)
Metasys Site Management Portal Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)
Client Computer
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Apple® macOS® 10.12 Sierra
Apple® OS X® 10.11 El Capitan

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 27
Table 12: Extended Application and Data Server System Requirements (Unified ADX Systems, 10 or 25
Users)
Supported Web Browser Software Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
for Metasys Site Management
Notes:
Portal Client Computers
• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found
under Tools > Compatibility View Settings, to ensure that websites appear and
function correctly.
• Metasys Advanced Reporting System and Energy Essentials support Internet Explorer
11 on all computer platforms except on Windows 10. On Windows 10 computers, both
Internet Explorer 11 and Microsoft® Edge®.
Apple® Safari® 10 or later
Notes:
• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.
• You use the web browser to download the Launcher application. After you install the
Launcher application, you use the Launcher, not the web browser, to log in to the Site
Management Portal (SMP) UI.
Supported Web Browser Software Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
for Metasys UI Client Devices Notes:
• The Metasys UI does not support Internet Explorer 11 on Windows 10 operating systems.
• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found
under Tools > Compatibility View Settings, to ensure that websites appear and
function correctly.
• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing, close the
browser window and open a new browser window.
Microsoft® Edge®
Google® Chrome™ version 54 or later
Note: Metasys UI does not support incognito mode. To exit incognito mode, click or tap
the X icon of the browser window or tab and then open a new browser window or
tab. For more information on incognito mode in Google Chrome, click here.
Apple® Safari® 10 or later
Note: Metasys UI does not support private browsing. To exit private browsing, click or
tap Private in the browser window.
Other web browsers, such as Mozilla® Firefox®, are not officially supported by the
UI. However, the Metasys UI may appear and function appropriately in these web
browsers.
Supported Virtual Environments Microsoft Hyper-V™, VMware®
Supported User Interfaces Site Management Portal (SMP)
Metasys UI
Additional Software Included with CCT software Microsoft SQL Server 2012 software with
the ADX SP3
6

Export Utility software SCT software

Metasys Database Manager software Microsoft .NET Framework Version 4.6.1
Launcher software
Note: The Metasys Advanced Reporting System requires an ADX. The SCT computer
must be online and accessible to the ADX at all times.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 28
Table 12: Extended Application and Data Server System Requirements (Unified ADX Systems, 10 or 25
Users)
Optional Hardware Any network or local printer supported by the qualified Windows operating system
Optional Software Energy Essentials
Graphic Generation Tool

1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable.
Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write-caching enabled.
3 For best performance, use the maximum amount of memory. An ADX with 16 GB RAM has much greater performance than
an ADX with only 4 GB RAM.
4 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
5 For SQL Server software, you must purchase a SQL Server software license for each individual processor core (with a
minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses
(the minimum) for the SQL Server software.
6 SQL Server software is only included with the MS-ADX10SQL product.

Extended Application and Data Server System Requirements (Unified

50 or 100 User ADX)
Table 13: Extended Application and Data Server System Requirements (Unified ADX Systems, 50 or 100
Users)
1 Two processors: Intel® Core™ i7 Dual Processors with a minimum of 8 cores each
Recommended Server Platform
2
6 x 300 GB 15,000 RPM hard disk (RAID 5) with 50 GB free space after installation of all
prerequisite software and before installation of ADS software. Configure RAID 5 with disk
write-caching turned on.
RAID Controller-PERC H710 with 1 GB Cache
DVD drive
Note: ADX prerequisite software includes the Windows operating system, SQL Server
software, Windows .NET Framework, and any other software or SPs required by
your ADX configuration.
Required Minimum Memory 32 GB RAM

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 29
Table 13: Extended Application and Data Server System Requirements (Unified ADX Systems, 50 or 100
Users)
3 1
Supported Operating Systems Windows® Server® 2016 (64-bit)
and Database Software
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
1
Windows® Server® 2012 R2 with Update 1 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
1
Windows® Server® 2012 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
Supported Operating Systems for Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607) (64-bit)
Metasys Site Management Portal Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)
Client Computer
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Apple® macOS® 10.12 Sierra
Apple® OS X® 10.11 El Capitan
Supported Web Browser Software Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
for Metasys Site Management
Notes:
Portal Client Computers
• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found
under Tools > Compatibility View Settings, to ensure that websites appear and
function correctly.
• Metasys Advanced Reporting System and Energy Essentials support Internet Explorer
11 on all computer platforms except on Windows 10. On Windows 10 computers, both
Internet Explorer 11 and Microsoft® Edge®.
Apple® Safari® 10 or later
Notes:
• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.
• You use the web browser to download the Launcher application. After you install the
Launcher application, you use the Launcher, not the web browser, to log in to the Site
Management Portal (SMP) UI.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 30
Table 13: Extended Application and Data Server System Requirements (Unified ADX Systems, 50 or 100
Users)
Supported Web Browser Software Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
for Metasys UI Client Devices Notes:
• The Metasys UI does not support Internet Explorer 11 on Windows 10 operating systems.
• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found
under Tools > Compatibility View Settings, to ensure that websites appear and
function correctly.
• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing, close the
browser window and open a new browser window.
Microsoft® Edge®
Google® Chrome™ version 54 or later
Note: Metasys UI does not support incognito mode. To exit incognito mode, click or tap
the X icon of the browser window or tab and then open a new browser window or
tab. For more information on incognito mode in Google Chrome, click here.
Apple® Safari® 10 or later
Note: Metasys UI does not support private browsing. To exit private browsing, click or
tap Private in the browser window.
Other web browsers, such as Mozilla® Firefox®, are not officially supported by the
UI. However, the Metasys UI may appear and function appropriately in these web
browsers.
Supported Virtual Environments Microsoft Hyper-V™, VMware®
Supported User Interfaces Site Management Portal (SMP)
Metasys UI
Additional Software Included with CCT software Microsoft SQL Server 2012 software with SP3
5

the ADX
Export Utility software Microsoft .NET Framework Version 4.6.1
Metasys Database Manager software SCT software
Launcher software
Note: The Metasys Advanced Reporting System requires an ADX. The SCT computer
must be online and accessible to the ADX at all times.
Optional Hardware Any network or local printer supported by the qualified Windows operating system.
Optional Software Energy Essentials
Graphic Generation Tool

1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable.
Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write caching enabled.
3 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
4 For SQL Server software, you must purchase a SQL Server software license for each individual processor core (with a
minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses
(the minimum) for the SQL Server software.
5 SQL Server software is only included with the MS-ADX50SQL product.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 31
Extended Application and Data Server System Requirements (Split
10 or 25 User ADX)
Table 14: Extended Application and Data Server System Requirements (Split ADX Systems, 10 or 25 Users)
1 Web/Application Server
Recommended Server Platform
Intel® Core™ i7 single processor or better.
2
2 x 600 GB hard disk (RAID 1) with 40 GB free space after installation of all prerequisite
4
software and before installation of ADS software. Configure RAID 1 (mirroring) with disk
write-caching turned on.
DVD drive
Notes:
• Metasys Advanced Reporting System and Energy Essentials must reside on the ADX
web/application server.
• Metasys UI must reside on the ADX web/application server.
Database Server
Intel® Core™ i7 6-Core single processor or better.
2 x 600 GB hard disk (RAID 1) with 40 GB free space after installation of all prerequisite
4
software and before installation of ADS software. Configure RAID 1 (mirroring) with disk
write-caching turned on.
DVD drive
SCT Computer
In a split configuration, you cannot install SCT on either the ADX web/application server
computer or the ADX database server computer. Refer to the System Configuration Tool
Catalog Page (LIT-1900198) for current SCT computer requirements.
3 16 GB RAM (web/application server and database server for 10 or 25 user ADX)
Required Minimum Memory
5 , 1
Supported Operating Systems Windows® Server® 2016 (64-bit)
6
with Supported Database Supports:
Software • SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
1
Windows® Server® 2012 R2 with Update 1 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.
1
Windows® Server® 2012 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update. For
more information, refer to https://support.microsoft.com/en-us/kb/2979597.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 32
Table 14: Extended Application and Data Server System Requirements (Split ADX Systems, 10 or 25 Users)
Supported Operating Systems for Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607) (64-bit)
Metasys Site Management Portal Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)
Client Computer
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Apple® macOS® 10.12 Sierra
Apple® OS X® 10.11 El Capitan
Supported Web Browser Software Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
for Metasys Site Management
Notes:
Portal Client Computers
• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found
under Tools > Compatibility View Settings, to ensure that websites appear and
function correctly.
• Metasys Advanced Reporting System and Energy Essentials support Internet Explorer
11 on all computer platforms except on Windows 10. On Windows 10 computers, both
Internet Explorer 11 and Microsoft® Edge®.
Apple® Safari® 10 or later
Notes:
• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.
• You use the web browser to download the Launcher application. After you install the
Launcher application, you use the Launcher, not the web browser, to log in to the Site
Management Portal (SMP) UI.
Supported Web Browser Software Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
for Metasys UI Client Devices Notes:
• The Metasys UI does not support Internet Explorer 11 on Windows 10 operating systems.
• In Internet Explorer 11, select the Use Microsoft compatibility lists option, found
under Tools > Compatibility View Settings, to ensure that websites appear and
function correctly.
• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing, close the
browser window and open a new browser window.
Microsoft® Edge®
Google® Chrome™ version 54 or later
Note: Metasys UI does not support incognito mode. To exit incognito mode, click or tap
the X icon of the browser window or tab and then open a new browser window or
tab. For more information on incognito mode in Google Chrome, click here.
Apple® Safari® 10 or later
Note: Metasys UI does not support private browsing. To exit private browsing, click or
tap Private in the browser window.
Other web browsers, such as Mozilla® Firefox®, are not officially supported by the
UI. However, the Metasys UI may appear and function appropriately in these web
browsers.
Supported Virtual Environments Microsoft Hyper-V™, VMware®
Supported User Interfaces Site Management Portal (SMP)
Metasys UI

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 33
Table 14: Extended Application and Data Server System Requirements (Split ADX Systems, 10 or 25 Users)
Additional Software Included with CCT software Microsoft SQL Server 2012 software with SP3
the ADX (64-bit)
8

Export Utility software Microsoft .NET Framework Version 4.6.1

Metasys Database Manager software SCT software
Launcher software
Note: The Metasys Advanced Reporting System requires an ADX. The SCT computer
must be online and accessible to the ADX at all times.
Optional Hardware Any network or local printer supported by the qualified Windows operating system.
Optional Software Energy Essentials
Graphic Generation Tool

1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable.
Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write caching enabled.
3 For best performance, use the maximum amount of memory. An ADX with 16 GB RAM has much greater performance than
an ADX with only 4 GB RAM.
4 ADX prerequisite software includes the Windows operating system and SQL Server software, Windows .NET Framework,
and any other software or service packs required for your ADX configuration.
5 The web/application and database servers must have the same operating system installed.
6 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
7 For SQL Server software, you must purchase a SQL Server software license for each individual processor core (with a
minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses
(the minimum) for the SQL Server software.
8 SQL Server software is only included with the MS-ADX10SQL product.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 34
Extended Application and Data Server System Requirements (Split
50 or 100 User ADX)
Table 15: Extended Application and Data Server System Requirements (Split ADX System, 50 or 100 Users)
1 Web/Application Server
Recommended Server Platform
Two processors: Intel® Core™ i7 Dual Processors with a minimum of 8 cores each
2
6 x 300 GB 15,000 RPM hard disk (RAID 5) with 50 GB free space after installation
4
of all prerequisite software and before installation of ADS software. Configure RAID
5 with disk write-caching turned on.
RAID Controller-PERC H710 with 1 GB cache
DVD drive
Notes:
• Metasys Advanced Reporting System and Energy Essentials must reside on the
ADX web/application server.
• Metasys UI must reside on the ADX web/application server.
Database Server
Two processors: Intel® Core™ i7 Dual Processors with a minimum of 8 cores each
6 x 300 GB 15,000 RPM hard disk (RAID 5) with 50 GB free space after installation
4
of all prerequisite software and before installation of ADS software. Configure RAID
5 with disk write-caching turned on.
RAID Controller-PERC H710 with 512 NV Cache
DVD drive
SCT Computer
In a split configuration, you cannot install SCT on either the ADX web/application
server computer or the ADX database server computer. Refer to the System
Configuration Tool Catalog Page (LIT-1900198) for current SCT computer
requirements.
3 32 GB RAM
Required Minimum Memory

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 35
Table 15: Extended Application and Data Server System Requirements (Split ADX System, 50 or 100 Users)
Supported Operating Systems and Windows® Server® 2016 (64-bit)
7
5,6
Database Software
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.
For more information, refer to
https://support.microsoft.com/en-us/kb/2979597.
7
Windows® Server® 2012 R2 with Update 1 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.
For more information, refer to
https://support.microsoft.com/en-us/kb/2979597.
7
Windows® Server® 2012 (64-bit)
Supports:
• SQL Server® 2016 with SP1 (64-bit)
• SQL Server® 2014 with SP2 (64-bit)
• SQL Server® 2012 with SP3 (64-bit)
Note: SQL Server 2012 Express with SP3 is not an automatic Windows update.
For more information, refer to
https://support.microsoft.com/en-us/kb/2979597.
Supported Operating Systems for Windows® 10 Pro and Enterprise Editions with Anniversary Update (version 1607)
Metasys Site Management Portal Client (64-bit)
Computer Windows® 8.1 Pro and Enterprise Editions with Update 1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (64-bit)
Windows® 7 Professional, Enterprise, and Ultimate Editions with SP1 (32-bit)
Apple® macOS® 10.12 Sierra
Apple® OS X® 10.11 El Capitan
Supported Web Browser Software for Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
Metasys Site Management Portal Client
Notes:
Computers
• In Internet Explorer 11, select the Use Microsoft compatibility lists option,
found under Tools > Compatibility View Settings, to ensure that websites
appear and function correctly.
• Metasys Advanced Reporting System and Energy Essentials support Internet
Explorer 11 on all computer platforms except on Windows 10. On Windows 10
computers, both Internet Explorer 11 and Microsoft® Edge®.
Apple® Safari® 10 or later
Notes:
• In OS X, you cannot view Graphics+ graphics in the Site Management Portal UI.
• You use the web browser to download the Launcher application. After you install
the Launcher application, you use the Launcher, not the web browser, to log in
to the Site Management Portal (SMP) UI.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 36
Table 15: Extended Application and Data Server System Requirements (Split ADX System, 50 or 100 Users)
Supported Web Browser Software for Windows® Internet Explorer® 11.0.9600.18449 Update version 11.0.35 or later
Metasys UI Client Devices Notes:
• The Metasys UI does not support Internet Explorer 11 on Windows 10 operating
systems.
• In Internet Explorer 11, select the Use Microsoft compatibility lists option,
found under Tools > Compatibility View Settings, to ensure that websites
appear and function correctly.
• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing,
close the browser window and open a new browser window.
Microsoft® Edge®
Google® Chrome™ version 54 or later
Note: Metasys UI does not support incognito mode. To exit incognito mode, click
or tap the X icon of the browser window or tab and then open a new browser
window or tab. For more information on incognito mode in Google Chrome,
click here.
Apple® Safari® 10 or later
Note: Metasys UI does not support private browsing. To exit private browsing, click
or tap Private in the browser window.
Other web browsers, such as Mozilla® Firefox®, are not officially supported
by the UI. However, the Metasys UI may appear and function appropriately
in these web browsers.
Supported Virtual Environments Microsoft Hyper-V™, VMware®
Supported User Interfaces Site Management Portal (SMP)
Metasys UI
Additional Software Included with the CCT software Microsoft SQL Server 2012 software with
ADX SP3
8

Export Utility software SCT software

Metasys Database Manager software Microsoft .NET Framework Version 4.6.1
Launcher software
Note: The Metasys Advanced Reporting System requires an ADX. The SCT
computer must be online and accessible to the ADX at all times.
Optional Hardware Any network or local printer supported by the qualified Windows operating system
Optional Software Energy Essentials
Graphic Generation Tool

1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable.
Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 For best performance, use SAS hard drives (not SATA hard drives) that use RAID controllers with write caching enabled.
3 For best performance, use the maximum amount of memory. An ADX with 32 GB RAM has much greater performance than
an ADX with only 16 GB RAM.
4 ADX prerequisite software includes the Windows operating system and SQL Server software, Windows .NET Framework,
and any other software or service packs required for your ADX configuration.
5 The web/application and database servers must have the same operating system installed.
6 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
7 For SQL Server software, you must purchase a SQL Server software license for each individual processor core (with a
minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses
(the minimum) for the SQL Server software.
8 SQL Server software is only included with the MS-ADX50SQL product.

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 37
 Building Technologies & Solutions
507 E. Michigan Street, Milwaukee, WI 53202
Metasys® and Johnson Controls® are registered trademarks of Johnson Controls.
All other marks herein are the marks of their respective owners.© 2017 Johnson Controls

Published in U.S.A. www.johnsoncontrols.com

Application and Data Server (ADS) and Extended Application and Data Server (ADX) Product Bulletin 38