Metasys® System Extended Architecture Overview Technical

Bulletin
Code No. LIT-1201527
Software Release 5.2
Issued May 13, 2011
Supersedes October 4, 2010
Refer to the QuickLIT Web site for the most up-to-date version of this document.

Document Introduction.............................................................................................................3
Related Documentation.............................................................................................................3
Metasys System Extended Architecture..................................................................................7
Metasys System Extended Architecture Components....................................................................9
ADS and ADS-Lite ...............................................................................................................................9
ADX.......................................................................................................................................................9
NAE.....................................................................................................................................................10
NCE.....................................................................................................................................................11
NIE......................................................................................................................................................11
LCS.....................................................................................................................................................11
SCT.....................................................................................................................................................11
CCT.....................................................................................................................................................11
Metasys Database Manager...............................................................................................................12
Wireless Solutions..............................................................................................................................12
Metasys System Capabilities...........................................................................................................12
Site Director........................................................................................................................................12
Time Management..............................................................................................................................12
System Navigation..............................................................................................................................13
Monitoring and Commanding..............................................................................................................13
Preferences.........................................................................................................................................13
Alarm and Event Management...........................................................................................................13
Scheduling..........................................................................................................................................14
Historical Data Management (Trend)..................................................................................................14
Export Utility Software.........................................................................................................................14
Metasys Advanced Reporting System................................................................................................14
Energy Essentials...............................................................................................................................15
User Graphics.....................................................................................................................................15
Advanced Graphics Application Software...........................................................................................15
Graphic Generation Tool ....................................................................................................................15
System Security..................................................................................................................................15
MS/TP Communications Bus..............................................................................................................15
N2 Field Bus........................................................................................................................................16
LonWorks Devices..............................................................................................................................16
N1 Integration......................................................................................................................................16
P2000 Security Management System Integration...............................................................................16
Logic Connector Tool (LCT)................................................................................................................16
Interlocking Programs (Event)............................................................................................................16
Optimal Start.......................................................................................................................................17
Demand Limiting and Load Rolling.....................................................................................................17
Audit Trails (Transaction Data Management).....................................................................................17
System Diagnostics and Serviceability...............................................................................................17
UL 864 UUKL Ninth Edition Smoke Control Listing and Fire Panel Integration..................................17
Metasys for Validated Environments...................................................................................................18
Metasys® System Extended Architecture Overview Technical Bulletin 1
 Metasys System Configuration Examples......................................................................................19
Single NAE System Configuration......................................................................................................19
Multiple NAE System Configuration with One NAE Designated as the Site Director.........................20
Ready Access Portal Configuration....................................................................................................21
ADS Site Director with Multiple NAEs System Configuration.............................................................21
ADX Split Configuration......................................................................................................................22
Large ADX Site Configuration ............................................................................................................22
N1 Integration System Configuration..................................................................................................23
Multi-Location Configuration...............................................................................................................24
BACnet IP Network System Configuration..........................................................................................25
Smoke Control Application Configuration...........................................................................................26
Wireless Metasys System Configurations...........................................................................................27
Performance Guidelines and Limitations.......................................................................................28
Technical Specifications and Requirements..................................................................................33
Hardware Configuration Requirements...............................................................................................33
Computer Requirements for Site Management Portal Client Computer.............................................33
ADS System Requirements................................................................................................................34
ADS-Lite System Requirements.........................................................................................................35
ADX System Requirements................................................................................................................36
SCT System Requirements................................................................................................................39
CCT System Requirements................................................................................................................40
NxE85 System Requirements.............................................................................................................41

Metasys® System Extended Architecture Overview Technical Bulletin 2

Document Introduction
This document introduces the components and capabilities of the Metasys® system extended architecture. It also
describes how the system operates and provides an overview of the various configurations.

Related Documentation
The documents in Table 1 contain information related to the features, installation, operation, configuration, and
troubleshooting of the Metasys system extended architecture. Important user information is located in the Metasys
system Help (LIT-1201793).
Table 1: Related Documentation
For Information On See Document LIT or Part Number
Features, Benefits, and Specifications of Application and Data Server (ADS/ADX) LIT-1201525
the Application and Data Server Product Bulletin
(ADS)/Extended Application and Data
Server (ADX)
Features, Functions, and Applications of Network Automation Engine (NAE) LIT-1201160
the Network Automation Engine (NAE) 35, Product Bulletin
NAE45, NAE55, and NAE85 in the
Metasys System, Including Technical
Specifications and Ordering Information
Features, Functions, and Applications of Network Integration Engine (NIE) Product LIT-1201537
the Network Integration Engine (NIE) 55 Bulletin
and NIE85 in the Metasys System,
Including Technical Specifications and
Ordering Information
Features, Functions, and Applications of Network Control Engine (NCE) Product LIT-12011283
the Network Control Engine (NCE) 25 in Bulletin
the Metasys System, Including Technical
Specifications and Ordering Information
Features, Benefits, and Specifications of System Configuration Tool Product LIT-1201536
the System Configuration Tool (SCT) Bulletin
How to Install and Upgrade the ADS, ADX, ADS, ADX, and SCT Installation and LIT-12011521
and SCT Software; How to Maintain SCT Upgrade Instructions Wizard
Databases from Multiple Releases; How
to Install the Metasys Advanced Reporting
System
How to Install the ADS-Lite ADS-Lite Installation and Upgrade LIT-12011688
Instructions Wizard
How to Use the Metasys Database Metasys Database Manager Help LIT-12011202
Manager to Manage Historical Data on an
ADS
How to License Metasys System Extended Software License Activator Technical LIT-1201654
Architecture Software (ADS/ADX, NxE85, Bulletin
and Others)
How to Install the CCT Software CCT Installation Instructions LIT-12011529
How to Install the Graphic Generation Tool Graphic Generation Tool Installation LIT-12011685
Instructions
How to Use the Advanced Reporting Metasys Advanced Reporting System Help LIT-12011312
System
How to Use Ready Access Portal UI Ready Access Portal Help LIT-12011342
How to Use Graphic Generation Tool Graphic Generation Tool Help LIT-12011697

Metasys® System Extended Architecture Overview Technical Bulletin 3

Table 1: Related Documentation
For Information On See Document LIT or Part Number
How to Configure an ADS/ADX to be Site ADS/ADX Commissioning Guide LIT-1201645
Director, Use ADS Repositories,
Synchronize Time, Use a Network Printer,
Accept Dial-Up Connections, and More
How to Apply, Mount, Wire, Set Up, and NAE35/NAE45 Installation Instructions Part No. 24-10050-6
Start the NAE35 and the NAE45, Including
Technical Specifications and Ordering
Information
How to Apply, Mount, Wire, Set Up, and NAE55/NIE55 Installation Instructions Part No. 24-10051-0
Start the NAE55 and NIE55, Including
Technical Specifications and Ordering
Information
How to Apply, Mount, Wire, Set Up, and NCE25 Installation Instructions Part No. 24-10143-63
Start the NCE25, Including Technical
Specifications and Ordering Information
How to Set Up an NAE35, NAE45, and NAE Commissioning Guide LIT-1201519
NAE55 for Network Connectivity and
Access the NAE User Interface to Set the
Basic Parameters
How to Set Up an NAE85/NIE85 for NxE85 Commissioning Guide LIT-12011044
Network Connectivity and Access the
NAE85 User Interface to Set the Basic
NAE85 Parameters
How to Set Up a LONWORKS® Control LCS85 Commissioning Guide LIT-12011568
Server (LCS) 85 for Operation on the
Metasys® Network
How to Use the SCT, Including Setting Up SCT Technical Bulletin LIT-1201534
Archive Databases Offline and Basic N2
Online Network Setup
N1 Migration with an NIE N1 Migration with the NIE Technical LIT-1201535
Bulletin
How to Integrate an N2 Network into the N2 Integration with the NAE Technical LIT-1201683
Metasys System Bulletin
How to Install the NAE/NIE Update Tool NAE/NIE Update Tool Technical Bulletin LIT-12011524
and Update NxEs From One Release to
Another
Network Information (Including Security Network and IT Guidance for the BAS LIT-12011279
Risks) Professional Technical Bulletin
Network and IT Considerations for the IT LIT-1201578
Professional Technical Bulletin
How to Apply and Engineer a Metasys Metasys System UL 864 UUKL Ninth LIT-12011252
Smoke Control System that Complies with Edition Smoke Control System Technical
the Metasys System UL 864 (UUKL) Ninth Bulletin
Edition Smoke Control Listing
Devices and Logic Used to Implement a Metasys System UL 864 UUKL Ninth LIT-12011308
Ninth Edition Smoke Control System for Edition - Standard Smoke Control
Single Story Mall, Warehouse, and Applications Application Note
Multistory Building
How to Integrate a Fire System into the Metasys System Extended Architecture LIT-1201993
Metasys Network Fire System Integration Using the IFC
BACnet® Gateway Application Note

Metasys® System Extended Architecture Overview Technical Bulletin 4

Table 1: Related Documentation
For Information On See Document LIT or Part Number
NAE Compliance with American National NAE/NCE Protocol Implementation LIT-1201532
Standards Institute (ANSI)/American Conformance Statement Technical Bulletin
Society of Heating, Refrigerating, and
Air-Conditioning Engineers (ASHRAE)
Standard 135-2004, BACnet® Protocol
NIE Compliance with ANSI/ASHRAE NIE Series Protocol Implementation LIT-1201672
Standard 135-2004, BACnet Protocol Conformance Statement Technical Bulletin
How to Install and Use the Metasys Metasys System Extended Architecture LIT-1201691
System Remote Access Application for Remote Access Technical Bulletin
Dial-Up Connections to Shorten the UI
Access Time
How to Use Web Service Technology for Metasys System Extended Architecture LIT-1201663
Secure Access to the Metasys System Secure Data Access DLL Technical
Extended Architecture Bulletin
How to Create and Modify Users and Security Administrator System Technical LIT-1201528
Roles, Configure User Profiles, Assign Bulletin
System Access Permissions, Assign All
Items Navigation View Permissions, and
Unlock User Accounts
How to Set Up an MS/TP Communications MS/TP Communications Bus Technical LIT-12011034
Bus Bulletin
How to Set Up an NAE as a BACnet/IP or BACnet Controller Integration with LIT-1201531
BACnet MS/TP System Integrator in a NAE/NCE Technical Bulletin
Metasys Network
How to Set Up an NAE or LCS85 as a LONWORKS Network Integration with NAE LIT-1201668
LONWORKS Network Integrator and LCS Technical Bulletin
Direct Serial Connections and Dial-up Metasys System Extended Architecture LIT-1201639
Modem Connections between NAE/NIEs Direct Connection and Dial-Up Connection
and a Computer Running Microsoft® Application Note
Windows 7 Operating System (OS) or
Windows XP® OS
How to Change a Non-Tunneling ToggleTunnel and ChangeModel LIT-12011531
NAE55/NIE55 into an NAE55 with N2 Technical Bulletin
Tunneling Capabilities, and Vice Versa
How to Convert an NAE55 to an NIE55, ToggleTunnel and ChangeModel LIT-12011531
and Vice Versa, Using ChangeModel Technical Bulletin
How to Configure and Enable the Demand DLLR Technical Bulletin LIT-12011288
Limiting and Load Rolling (DLLR) Features
on the System
How to Use CCT Software CCT Help LIT-12011147
Features, Benefits, and Specifications of Ready Access Portal Software Catalog LIT-1900538
the Ready Access Portal Software Page
How to Use the Ready Access Portal UI Ready Access Portal Help LIT-12011342
ZFR1800 Series Wireless Field Bus ZFR1800 Series Wireless Field Bus LIT-12011295
System System Technical Bulletin
TEC Wireless Thermostat Controller TEC Series Wireless Thermostat LIT-12011414
System Controller System Technical Bulletin
WRS Series Many-to-One Wireless Room WRS Series Many-to-One Wireless Room LIT-12011095
Temperature Sensing System Temperature Sensing System Technical
Bulletin

Metasys® System Extended Architecture Overview Technical Bulletin 5

Table 1: Related Documentation
For Information On See Document LIT or Part Number
TE-7800 Series One-to-One Wireless TE-7800 Series One-to-One Wireless LIT-12011097
Room Temperature Sensing System Room Temperature Sensing System
Technical Bulletin
WRZ-7850 One-to-One Wireless Room WRZ Series One-to-One Wireless Room LIT-12011641
Temperature Sensing System Sensing System Technical Bulletin

Metasys® System Extended Architecture Overview Technical Bulletin 6

Metasys System Extended Architecture
The Metasys system extended architecture is a Web-based system that allows day-to-day building operators using
a Web browser to access the system’s User Interface (UI). The Metasys system user experience is a portal into a
site. It can be tailored to fit the needs of all potential system users. The user experience provided by the Metasys
system can evolve and scale to match the needs of any single facility or campus of multiple buildings. Two variations
of the UI are available: Site Management Portal and Ready Access Portal.
The Site Management Portal provides real-time and historical data views, extensive alarm management capabilities,
and system configuration functions for system administrators or dedicated building operators. The Site Management
Portal transforms the raw data from the site and organizes it into a comprehensive set of information management
tools and reports. This portal is accessed using Microsoft Internet Explorer® Web browser through an Internet or
intranet connection to a Metasys server or engine. The Site Management Portal has all the features one expects
from a full function traditional workstation, including:
• pop-up alarm windows
• navigation tree - multiple custom trees can be created to best represent the logical layout of the facility
• dynamic graphics of systems and floor plans that can be zoomed in on to show fine details
• multiple display areas that can be individually sized and controlled
• global search function and sorting capability that helps you find system information within seconds
• the entire user manual available in the Help system
The Ready Access Portal software provides a natural, complementary extension of the Metasys Site Management
Portal UI. The Ready Access Portal UI provides an intuitive, task-based interface that can be tailored to meet the
needs of building tenants and other specialized users. When using a computer or handheld device, you need only
a Web browser to connect to the computer running the Ready Access Portal software.
Information Management is an inherent capability of the overall user experience and reporting capabilities. Whether
you are logged into the Site Management Portal UI running online reports, using the Metasys Advanced Reporting
System, or retrieving data from an engine with the Export Utility, you are transforming the data collected by the
system into information you can use to manage your site.
A Metasys site comprises one or more Metasys devices on a continuously connected IP network. A site’s primary
network consists of one or more engines. The engines also provide the Site Management Portal UI that allows for
the configuration of the primary network and user monitoring of all devices on the network. Engines can be Network
Automation Engines (NAEs), Network Integration Engines (NIEs), Network Control Engines (NCEs) or LONWORKS
Control Servers (LCSs). These engines are described in further detail in this document.
A site can optionally have one or more Metasys servers—computer-based devices that add long-term data storage
and support for larger Metasys networks. Metasys servers can be either Application and Data Servers (ADSs),
ADS-Lites, or Extended Application and Data Servers (ADXs), which are described in further detail in this document.
Servers provide the same Site Management Portal UI as the engines. Additionally, you can install Ready Access
Portal software on an ADS/ADX.
Each Metasys site has one device (engine or server) that is designated at the Site Director. Typically, the Site Director
is the single point of access for all Site Management Portal UI users because the Site Director includes a view of all
Metasys devices on the site. If a server is connected to a site, it must be designated as the Site Director. For more
information, see Site Director.
Figure 1 shows an example Metasys system configuration. The Metasys System Configuration Examples section
shows a variety of configuration examples.

Metasys® System Extended Architecture Overview Technical Bulletin 7

 Figure 1: Example Metasys System Configuration

Metasys® System Extended Architecture Overview Technical Bulletin 8

Metasys System Extended Architecture Components
ADS and ADS-Lite
The ADS is a Metasys server running on a computer that has a supported Microsoft Windows operating system and
two specific components. The first component is the relational database management system using a supported
edition of Microsoft SQL Server™ Express software to store collected trend data, audit trail messages, and alarm
and event messages with operator annotations. The second component is the Web server software that provides
Site Management Portal UI (and optionally Ready Access Portal UI) access to data and routes commands to the
Metasys system.
The ADS also:
• supports a greater of number engines as a Site Director than an engine supports
• supports multiple, simultaneous international languages at the user interfaces
• allows a greater number of simultaneous users than is supported by an engine
• provides added storage for memory-intensive Metasys features, such as User Graphics
The ADS-Lite is a specialized offering that enforces specific localized market connection limitations to other Metasys
devices like ADSs and engines. See ADS-Lite System Requirements for details.
ADX
The ADX is a version of the ADS with extended capabilities for historical data archiving that expand the multi-user
Web access capabilities of the system. The ADX supports the relational database management system that uses
a supported edition of Microsoft SQL Server software to store collected trend data, audit trail messages, and alarm
and event messages with user annotations. This relational database also stores configuration information for site
security, trend studies, and other features. The ADX supports the Metasys Advanced Reporting System, which has
a Web-based reporting interface and standard report sets that allow users to review the alarm and trend configuration
of their site, run summary and detail reports to monitor alarm and event information, view offline information, combine
alarm and audit information in a single report, and aggregate trend data at a summary or detailed level. An ADX can
also support the optional Energy Essentials reporting feature, which is an extension of the Metasys Advanced
Reporting System.

Metasys® System Extended Architecture Overview Technical Bulletin 9

 Figure 2: Unified and Split ADX Configurations

The ADX can be installed in a split configuration with the ADX software/Site Management Portal UI on one computer
(the Web/Application server computer) and the historical trend, audit, and event data on another computer (the
Database server) running Microsoft SQL Server software (Figure 2). The SCT, which is used to generate, back up,
and restore the network database offline, is installed on a separate computer in split configuration. The Metasys
Advanced Reporting System is also available in a split configuration if the SQL Server database components are
installed on the Database server and the SQL Server Reporting Services are installed on the Web/Application server.
In a split configuration, you can place your database server behind a firewall for an added layer of data protection.
NAE
The NAE is a Web-enabled, Ethernet-based supervisory controller that monitors and supervises networks of field-level
building automation devices that typically control Heating, Ventilating, and Air Conditioning (HVAC) equipment;
lighting; security; fire; and building access. The NAE provides features including alarm and event management,
trending, archiving, energy management, scheduling, and password protection through its embedded Site Management
Portal UI. Different models and options support various communications protocols including BACnet over Internet
Protocol (IP), BACnet® Multidrop Serial Bus/Token-Passing (MS/TP), N2 Bus, N2 over Ethernet, and LONWORKS®
protocol. The following models are available:
• The NAE55 Series supports a comprehensive set of supervisory features and functions for large facilities and
technically advanced buildings and complexes.
• The NAE35 and NAE45 Series extend the power of the NAE to the smaller buildings (or small areas of larger
buildings) and enable the wider distribution of supervisory functions in larger facilities.

Metasys® System Extended Architecture Overview Technical Bulletin 10

• The NAE45-Lite, available only in specific markets, is a functionally limited NAE45 that cannot be used as a Site
Director and functions only with a corresponding ADS-Lite.
• The NAE85 supports large BACnet/IP integrations.
NCE
The NCE combines the network supervisor capabilities and IP network connectivity of an NAE with the Input/Output
(I/O) point connectivity and direct digital control capabilities of a Metasys Field Equipment Controller (FEC). The
NCE provides a cost-effective solution designed for central plants and large built-up air handler applications. All
NCE models provide IP Ethernet network connectivity, the Site Management Portal UI, and the network supervisory
functions featured on network automation engines, including the BACnet/IP integration. Depending on the model,
an NCE supports either a BACnet MS/TP trunk, an N2 Bus trunk, or a LONWORKS network trunk.
NIE
The NIE is a Web-enabled supervisory controller for integration of Metasys N1 networks. The NIE is a specialized
version of the NAE and is designed to provide for the migration of existing N1 networks into the Metasys system
extended architecture. The NIE provides the same Site Management Portal UI as the NAE. Unlike the NAE, the NIE
does not support integration of BACnet MS/TP or BACnet IP, N2, or LONWORKS networks. Two models of the NIE
are available. The NIE55 supports smaller N1 networks, while the NIE85 supports large N1 integrations.
LCS
The LCS85 is a computer-based server that is used to communicate with LONWORKS devices over an IP network.
The LONWORKS field devices are normally connected to an IP router. This arrangement allows the Metasys system
to be used in a flat LONWORKS configuration.
SCT
The System Configuration Tool (SCT) assists in all phases of engineering, installing, and commissioning engines
and servers in a Metasys system. The SCT can be used offline to create archive databases that can be downloaded
to an engine or server. The SCT also allows you to upload and archive databases that were created or modified
online from an engine or server. Using the SCT, you can view and configure multiple sites in one archive. The SCT
has the same look and feel as the Site Management Portal UI. Two diagnostic reports are available that provide
helpful system statistics and list any unbound references found in the database.
The SCT also provides a Simulation feature, which allows you to simulate a functioning engine and test database
control logic prior to downloading it. Simulation allows you to perform commissioning and configuring tasks on
simulated devices when the Metasys system is offline. In Simulation mode, you can test commands and see how a
real system reacts if commanded to perform the same action. The same features are used to commission both
simulated and online devices.
The SCT supports commissioning of N2 devices by allowing HVAC PRO software, GX-Tool software, and XTM
Configurator software to access the devices on the N2 Bus of an engine. The SCT also supports commissioning of
FECs by using Controller Configuration Tool (CCT) software to access the devices on the Field Bus of an engine.
The SCT Manager is a software tool that allows you to use multiple versions of SCT on your computer. This tool is
useful when supporting different Metasys sites that have different revisions of installed Metasys software, or a single
site that has multiple engines at different software revisions.
CCT
The Controller Configuration Tool (CCT) is used in conjunction with the Metasys system extended architecture user
interface to configure, simulate, and commission FECs, Input/Output Modules (IOMs), NCEs, Variable Air Volume
(VAV) Modular Assembly (VMA) 16s, and DIS1710 Local Controller Displays on a BACnet MS/TP Bus. You must
install CCT on the same computer as SCT software to use the Ethernet Passthru option in SCT.
The CCT includes the ZFR Checkout Tool (ZCT). The ZCT allows you to validate the wireless connectivity and health
of wireless devices within a ZFR1800 Series Wireless Field Bus System to help ensure a reliable wireless mesh
network is in place.
The CCT is a separate software installation included on the SCT product disk.

Metasys® System Extended Architecture Overview Technical Bulletin 11

Metasys Database Manager
The Metasys Database Manager provides both database management and database monitoring functions, handled
in two separate windows. Database management includes summarized information on and methods for backing up,
purging, and restoring Metasys system ADS/ADX trend, alarm (event), and audit databases. Monitoring includes an
indication of database status compared to three levels of defined database sizes.
Wireless Solutions
Several wireless Metasys solutions are available for integrating wireless connectivity in desired portions of a Metasys
network. These solutions provide wireless communication between controllers, thermostat controllers, coordinators,
routers, and room sensors.
• ZFR1800 Series Wireless Field Bus System
• TEC Wireless Thermostat Controller System
• WRS Series Many-to-One Wireless Room Temperature Sensing System
• TE-7800 Series One-to-One Wireless Room Temperature Sensing System
• WRZ-7850 One-to-One Wireless Room Temperature Sensing System
These wireless solutions reduce costs by minimizing wiring, provide application mobility and flexibility, and simplify
the challenges of difficult or cost-prohibitive installations or renovations. The wireless solutions can coexist with each
other, and offer the flexibility of coexisting with hard-wired Metasys solutions.

Metasys System Capabilities

Site Director
When a user accesses any engine or server directly through a Web browser, only the information local to that device
is accessible. To make all information in the facility accessible from a single point, the Metasys system uses a Site
Director. The Site Director is the device designated to maintain the site information, including the logical organization
of data about your facility (called User Views), user password administrative information, and overall master time
and date. This function resides in an engine or, on large installations, a server. For networks that do not have a
server, one of the engines is designated as the Site Director. When one or more servers are part of the network,
one server must be designated as the Site Director. The Site Director provides a uniform point of entry and supports
functions such as user logon, user administration, time synchronization, and traffic management.
Consider a server as the Site Director if you require:
• support of multiple international languages
• repository for trend and alarm data and operator transactions, along with annotations for MVE systems
• a greater number of simultaneous users than an engine allows
• additional storage space for graphics
Time Management
The time and date used by all devices connected to a site are synchronized automatically, preventing errors from
manual time entry and clocks that become inaccurate over time. Network-wide time management ensures that
scheduling, trending, audit trailing, data collecting, time-stamping of alarms, and other functions requiring accurate
time management use the same time and date consistently for all system operations. Because the Site Director is
the master time keeper for all engines and servers on a single site, all of these devices are assumed to use the
same time zone for all time-rated functions.
For network-wide time synchronization, the engine or server acting as Site Director is the time server for the entire
site. All other devices are time clients because they receive the time from the Site Director. The Site Director can
be configured to use three different methods of time synchronization: Unicast Simple Network Time Protocol (SNTP)
(also known as Microsoft® Windows® time synch), Multicast SNTP, or BACnet time synch. The Site Director can
also be configured to synch its time from an external Web site.

Metasys® System Extended Architecture Overview Technical Bulletin 12

System Navigation
Users can create customized system navigation schemes in the form of User Views, a hierarchical method of
organizing and displaying some or all of the items within a system. A Metasys system administrator can limit a user’s
access to the Metasys system by creating User Views and assigning them to specific users. User views provide
organizational structure and data filtering for the information displayed in the Metasys Advanced Reporting System
UI and the Ready Access Portal UI.
Monitoring and Commanding
Monitoring and commanding allows you to efficiently navigate through items associated with your building operations
as well as view, analyze, and modify these items. After creating items with wizards, use these features to:
• access, view, and modify item data
• send commands to items
• run reports to analyze item information
Preferences
The Metasys system provides customized preferences for the Site Management Portal. The preferences allow you
to configure how the UI behaves, including the sounds and colors, the startup views, alarm priorities, and links from
within the UI to external applications. Preferences are divided into two categories: system preferences and user
preferences. System preferences apply to all users who log on to the site or device and affect the performance and
operation of the system. User preferences apply to a specific Metasys system user and define how information is
displayed in the UI. User preferences do not affect the operation of the system.
Alarm and Event Management
The alarm and event feature provides event management for the system and allows you to configure the routing of
event messages to destinations such as the server for permanent storage. The Metasys Site Management Portal
UI features a pop-up alarms window, which alerts the operator to potential problems whenever the operator is logged
on to the system; and an event viewer, which provides for greater analysis or a history of alarms and events in the
system. The Ready Access Portal UI features an Alert Summary view, which allows the user to view and acknowledge
recent event history.
The Metasys system allows alarms and events to be configured using either a Metasys alarm extension or a BACnet
alarm (intrinsic or algorithmic). Metasys alarm extensions generally provide more feature capability and ease of
setup, whereas the BACnet alarms provide better interoperability with other BACnet systems.
Note: An event is a notification of a status change in the Metasys system. An alarm occurs when a value defined
in an engine goes outside of a user-defined range, changes to a user-defined contact condition, or fails to
respond to a command within a user-specified time. When an alarm occurs, an event is generated. Events
can be generated by any Metasys platform. For example, if the NAE detects that a network node is offline,
it can generate an event. If an error occurs in the server platform, an event can also be generated. Once an
event is generated, it is stored in an Event Repository file located on the device that generated the event.
You can retrieve and examine events stored in the Event Repository.
Destination Delivery Agents (DDA)
DDAs are the method used for routing and delivering Metasys alarm extension event messages to destinations such
as pagers, printers, e-mail, and Network Management systems. The Metasys system uses an e-mail DDA, Pager
DDA, Printer DDA, and Simple Network Management Protocol (SNMP) DDA. The e-mail DDA supports standard
Simple Mail Transfer Protocol (SMTP), Post Office Protocol (POP), and Internet Message Access Protocol (IMAP).
SNMP provides IP standard SNMP functionality in the Metasys system, enabling network administrators to manage
Metasys network performance, find and resolve Metasys system-related issues, and plan for future growth of the
Metasys system. SNMP functionality uses standard SNMP Versions 1, 2C, and 3 (excluding SNMP encryption and
authentication support). Metasys system allows delivery of unsecured SNMP traps for Metasys alarm events from
all engines and servers to the facility owners’s Network Management System (NMS), and allows the NMS to execute
SNMP Gets against engines. This version of SNMP support does not include the SNMP set commands.

Metasys® System Extended Architecture Overview Technical Bulletin 13

Johnson Controls has developed a downloadable custom dynamic Management Information Base (MIB) that allows
the NMS to monitor Metasys point objects, display attributes, and control sequence objects. The MIB is constructed
to accurately reflect the additions and deletions of objects in the supervisory devices as the changes occur. The
custom MIB defines explicit traps and associated attributes that align with Metasys alarm messages, making data
correlation (parsing/sorting) at the NMS straightforward and seamless.
Alarm Printer
Alarms from supervisory devices can be sent automatically to an alarm printer if one is configured and online.
Scheduling
Scheduling provides a graphical user interface that illustrates when events are scheduled to occur. Scheduling
automates routine functions, such as transferring a room from occupied mode to unoccupied mode for heating and
cooling needs, and energy optimization. Each schedule consists of a weekly schedule, an exception schedule, a list
of items in the schedule, and an effective period. Exception schedules take precedence over the daily schedule only
for their configured length and then return the schedule to its typical weekly schedule. Exceptions can include
references to Calendars that can, for example, reflect a holiday schedule for the entire facility or show selected
tenant spaces in the building. Another view within the schedule, called Today’s Schedule, shows the current day’s
schedule including how each exception schedule affects the current day’s schedule.
Historical Data Management (Trend)
The Metasys Historical Data Management capability allows you to collect, store, and view historical samples of
object data. With the information generated by this feature, you can manage energy usage, prove compliance to
standards, and diagnose problems in your facility.
Each engine has a local buffer where it stores trend samples. The size of this buffer, in number of samples, is
configurable by the user. If a server exists on the site, you can send the trend samples to its database. This database
supports backup, restore, and archival of data to long-term storage. You can display trend data as a graph or table
of values on the Site Management Portal UI or more recent historical data can be displayed as a graph or table on
the Ready Access Portal UI. Trend data can also be copied to the browser computer’s clipboard, allowing the data
to be transferred to spreadsheets, databases, and Microsoft Word documents.
Using the Site Management Portal UI, multiple point trends can be shown on a single graph or table, making it easier
to detect system-level performance. These multiple trends can either be predefined in a Trend Study, or the user
can dynamically select various point trends to display on a single graph using the Trend Viewer. The Site Management
Portal UI also offers information on the rate of events, rate of samples, and number of samples that are lost. Refer
to the Metasys system Help (LIT-1201793).
Export Utility Software
The Export Utility software provides facility managers with the ability to easily build custom reports using historical
data from the Metasys system. This data can be used to manage daily building operations. Export Utility software
extracts historical trends, alarms, and audit data from an engine or server. This data can be collected from the system
and stored in up to six different formats desired by the operator for analysis, including Microsoft Word or Microsoft
Excel. A scheduling feature is also provided to retrieve and save data based upon user-configurable time intervals.
The Export Utility provides the user with the ability to create runtime studies and discover root cause analysis of
system changes and mechanical equipment failures. You can also use it to collect trended runtime data for use by
a Computerized Maintenance Management System (CMMS) to schedule mechanical maintenance of HVAC systems.
Metasys Advanced Reporting System
The Metasys Advanced Reporting System is a standard capability for all ADXs when using SQL Server 2008 R2
software, SQL Server 2008 software, or SQL Server 2005 software with SQL Server Reporting Services (SSRS)
installed. The Web-based reporting interface provides standard report sets to allow users to review the alarm and
trend configuration of their site, run summary and detail reports to monitor alarm and event information, view offline
information, combine alarm and audit information in a single report, and provide summary and detailed trend
aggregations. The report information is filtered by the site’s All Items or User View navigation tree. Users can
customize the date range and data type desired for each report. Once a report is created in the user interface, the
option to export the data into common applications, such as Microsoft Excel spreadsheet or Adobe® PDF formats,
is available.
Metasys® System Extended Architecture Overview Technical Bulletin 14
Energy Essentials
Energy Essentials is an optional software feature that can be added to the Metasys Advanced Reporting System.
It offers seven types of energy reports that provide a high level view of normalized energy use across your site, and
presents your daily electrical demand graphically.
User Graphics
User interaction with the Metasys system can be done using a graphic presentation on the Site Management Portal
UI or the Ready Access Portal UI. The User Graphics Tool (UGT) is used to view, create, and edit user graphics.
This application provides a way to monitor and control a facility through a graphic representation presented in a
functional format.
Advanced Graphics Application Software
The Advanced Graphics Application is an enhanced graphics creation package that provides additional dynamic
capabilities, such as custom animation, color changing, and flashing for the Metasys system, which are not supported
by Standard Graphics. The package includes a dynamic example stencil library and is an add-on to Microsoft Visio®
software. With a more comprehensive representation of facility support systems, building operators can easily monitor
the health of the system on a more intuitive interface. Advanced graphics are viewed from the Metasys system Site
Management Portal UI.
Graphic Generation Tool
The Graphic Generation Tool (GGT) is the newest graphic creation package for Metasys that takes building control
from graphical displays to the next level. This stand-alone application runs on any supported Windows OS computer
to deliver an ideal platform for creating sophisticated graphics for your entire facility. A Metasys Graphics Package
is included to provide an extensive library of pre-built templates, symbols, controls, and dynamics that you can freely
use and customize. Graphics built with the tool are saved to the Site Director or engine as Graphics+ objects and
viewed from and interacted with the Site Management Portal UI or Ready Access Portal UI. For best results, we
recommend graphic authors use a computer system with two monitors.
System Security
User access to the Metasys system is controlled by user accounts. An account defines which portions of the Metasys
data a user can access (for example, all HVAC data or all lighting data from a particular area of the building) and
which functions the user can perform on that data, from view-only access to configuring new databases. The Metasys
system provides the ability to divide the data into 25 unique categories, including HVAC, fire, and security; and has
10 different levels of user functionality.
User accounts can be further limited to operate only at specified times on specified days of the week. All account
settings are created by a System Administrator.
Each account can also have associated preferences, such as which graphic or trend to display when a user logs on
to the Site Management Portal UI, or which User Views appear in the Navigation Tree.
Basic Access offers limited operator access to Site Management Portal features based on the user’s assigned
permissions in the Security Administrator. Basic Access is offered on all the Metasys system engines and servers
but is the primary mode of access for stand-alone NAE3514, NAE3515, NAE3524, and NAE3525 models.
Microsoft Active Directory® accounts can be used with the Site Management Portal and Ready Access Portal. In
addition to making it easier for system administrators to manage Metasys account access, this feature also provides
the ability to use Single Sign-On to access Metasys together with other supported applications on the enterprise
network.
All user activities are recorded in the Audit Log, which allows the System Administrator to monitor user actions.
MS/TP Communications Bus
The MS/TP Bus is a local network that connects some NAE/NCEs and field controllers using BACnet MS/TP protocol.
Two tiers of MS/TP Buses exist in the Metasys system architecture. The Field Controller Bus (FC Bus) consists of
BACnet controllers and point interfaces supervised by an NAE/NCE. The Sensor Actuator (SA) Bus consists of point
interfaces and networked sensors supervised by a field controller.

Metasys® System Extended Architecture Overview Technical Bulletin 15

N2 Field Bus
The N2 Field Bus is a local network that links controllers and point interfaces to some NAE/NCE. The N2 Bus uses
a manager/subordinate protocol, in which the manager device (the NAE/NCE) initiates the communication with the
N2 Bus devices.
LONWORKS Devices
The LONWORKS network links LONWORKS devices to some NAE/NCE. The NAE acts as a supervisory controller and
communication path to the Metasys system for a network of LonWorks devices. The NAE supports any LONWORKS
device if the network interface follows the current LONMARK® guidelines and uses the Free Topology Transceiver
FTT10, including all current LONMARK certified devices from Johnson Controls such as:
• LN Series Controllers including programmable controllers, application-specific controllers, and displays and
schedulers
• Terminal Control Units (TCUs)
• Programmable NexSys® Flexible System Controllers (FSCs)
An LNS® plug-in tool, such as LN-Builder 3.x, can be configured to work concurrently with the SCT for commissioning
a LONWORKS trunk and creating import files for the NAE to map the LONWORKS objects to NAE objects.
N1 Integration
The N1 integration is based on the NIE. A single NIE or a network of multiple NIE devices are configured to map
point objects of all or selected Network Control Module (NCM) devices on one or multiple existing Ethernet N1
networks. The NIE to which an N1 object is mapped provides alarm and event management, trending, energy
management, and scheduling capabilities.
P2000 Security Management System Integration
The Metasys system provides integration with the P2000 Security Management System. The P2000 integration
offers the following features:
• View and interact with all aspects of HVAC facility operation. For example, floor plan graphics can contain dynamic
information about environmental conditions and security status in a common display.
• View P2000 objects in the navigation tree; leveraging the use of a common user browser user interface
• Control output points and doors
• View P2000 events in the Metasys system Event Viewer
• Initiate actions on the Metasys system from P2000 Events
You can define functional interlocks between the P2000 and other systems managed by the Metasys system. For
example, employee identification cards can be set to turn on the air conditioning system serving their work areas
when they arrive in the building. For information, refer to the P2000/P2000LE: Metasys System Extended Architecture
Integration Option Manual (Part No. 09-9300-01).
Logic Connector Tool (LCT)
The Logic Connector Tool (LCT) is used to create custom application programs that execute in any engine. The
programs are created using a drag-and-drop editor that allows the programmer to connect real-time point data in
the engine with logic blocks that perform mathematical, logical, and various specialized control functions. LCT
programs can be created, edited, and viewed online through the Metasys Site Management Portal UI, or offline
using the SCT. When viewed through the SCT, the finished programs can be simulated to verify proper operation
before being downloaded to the engine.
Interlocking Programs (Event)
The Interlock object provides a means to establish conditional control over one or more other objects. It consists of
an If conditional statement, True command statements, and False command statements. Through these statements,
the user specifies a set of conditional checks (using one or more points) for which a series of commands is used to
control a collection of one or more other objects.

Metasys® System Extended Architecture Overview Technical Bulletin 16

Optimal Start
Optimal Start automatically determines the correct time to start HVAC systems to ensure the facility is ready for
occupants at the scheduled time. It adjusts to seasonal variations and minimizes the energy used.
The generic standard object screens handle the Optimal Start/Stop object configuration and focus views. The object
defines views for configuration and focus, and the generic screens interpret the views to display the proper fields to
the user. No custom screens or handlers are needed.
Demand Limiting and Load Rolling
The Demand Limiting (DL) feature reduces utility bills by limiting peak energy usage. DL electively turns off (sheds)
equipment, such as fans and lights, or adjusts setpoints to limit energy use during peak times.
The Load Rolling (LR) feature helps save money by reducing overall energy consumption. LR acts continuously to
maintain a specified energy reduction by shedding unnecessary loads. A facility can implement either one or both
of these features.
Audit Trails (Transaction Data Management)
The Audit Trail feature records events generated either by user actions or system activity. Examples of user actions
include logging into the UI or issuing commands to a point. Examples of system activity include device restart
initialization settings or internal security changes. An audit message consists of the information that describes a
significant event on the Building Automation System (BAS). For each significant event, a new audit message is
generated and appears in the Audit Viewer.
Once an event is sent to the Audit Trails subsystem, an audit message is generated and stored in an Audit Repository
file located on the server or engine that detected the condition.
Audit messages may be forwarded from the Local Audit Repository to a user-specified ADS Audit Repository for
permanent storage on a server (ADS/ADX), based on user-defined rules.
The Site Management Portal UI contains the Audit Viewer that allows the user to view audit messages. Once a user
logs on to the Site Director, the user can view all audit messages from the server or any device that contains a Local
Audit Repository. When a user directly logs on to a device not designated as the Site Director, the user can only
view audit messages in that device’s Local Audit Repository. Any audit messages generated on a server are placed
directly into the ADS/ADX Audit Repository.
System Diagnostics and Serviceability
The engine provides collection and storage of diagnostic data. The Diagnostic view of the engine device retrieves
and displays diagnostic data related to communications, internal component performance, and other areas.
UL 864 UUKL Ninth Edition Smoke Control Listing and Fire Panel Integration
Components of the Metasys system running Release 4.1 software are Underwriter Laboratories (UL) 864 UUKL
Ninth Edition listed for smoke control. In applications requiring smoke control, this offering provides the protection
of a UL 864 UUKL listed smoke control system that has a lower installed cost and leverages the operational efficiencies
of using a single system to provide HVAC and Fire Alarm smoke control. Earlier versions of the Metasys system
also support UL 864 UUKL Eighth Edition. Eighth Edition and Ninth Edition hardware must be isolated from each
other via an Ethernet switch to coexist in a building.
The Metasys Smoke Control System consists of a set of hardware components specifically UL Listed for smoke
control applications and a smoke control application running in an NAE specifically UL Listed for UL 864 UUKL Ninth
Edition smoke control.
The smoke control offering provides a configurable yet straightforward application for receiving fire alarm and smoke
control inputs from various systems and allows for the automatic triggering of smoke control schemes. The system
also enables a designated operator to execute real-time control from an annunciator panel, the Automation Displays,
Incorporated (ADI) UL Listed Firefighter’s Smoke Control Station (FSCS), or its primary user interface, based on the
specific dynamics of a fire/smoke control event in a building. The system ships with a set of pre-configured standard
applications.

Metasys® System Extended Architecture Overview Technical Bulletin 17

Metasys for Validated Environments
Metasys for Validated Environments (MVE), extended architecture is a feature designed for facilities that require
regulatory compliance for their environmental systems. The MVE feature operates on an ADX, NAE55, NCE25, and
NIE55, which are all supported as validated devices.
MVE is specifically designed to help customers address United States Food and Drug Administration (USFDA) Title
21, Code of Federal Regulation (CFR) Part 11 compliance. MVE is also compliant with other similar agencies around
the world that deal with electronic records and electronic signature requirements, such as Annex 11 of the European
Union Good Manufacturing Practice (EU GMP) regulations (European Medicines Agency [EMEA] 1998).
The ADX with MVE software provides secure data management and reporting capabilities, traceable electronic
records and signatures, and time-stamped audit trails for facilities subject to Part 11 compliance. It manages and
protects the long-term storage of trend data, audit data, event/alarm messages, annotations, and system configuration
data. In addition, complex passwords and message encryption secure the system from unauthorized access and
data tampering.

Metasys® System Extended Architecture Overview Technical Bulletin 18

Metasys System Configuration Examples
Single NAE System Configuration
Figure 3 shows a single NAE55 device attached to one N2 trunk and one LONWORKS trunk. Once you complete the
automated discovery process for both the N2 and LONWORKS trunks, your system is ready to provide supervisory
control and Web access to a maximum of four simultaneous users. Graphics access is included; however, it is limited
to available storage on the NAE. The Site Management Portal UI can be accessed by connecting the NAE to an
Ethernet network and adding a computer with a suitable browser on the network.
Note: This configuration only provides long-term storage of data through the use of the Export Utility installed on
a computer.
Note: The NAE45-Lite cannot be a stand-alone engine on a network.
Figure 3: Single NAE Metasys Site Example

Metasys® System Extended Architecture Overview Technical Bulletin 19

Multiple NAE System Configuration with One NAE Designated as the Site Director
To extend the capabilities of your system, add one or more additional NAEs. In Figure 4, one NAE designated as
the Site Director, provides the Site Management Portal to all devices on the site. This configuration supports up to
four simultaneous users.
Note: The Site Director must contain the modem for a dial-up site.
Note: This configuration only provides long-term storage of data through the use of the Export Utility installed on
a computer.
Note: The NAE45-Lite can be partnered with only other NAE45-Lite devices. Additionally, the NAE45-Lite requires
an ADS-Lite-A Site Director.
Figure 4: Multiple NAE System Configuration with One NAE Designated as the Site Director

Metasys® System Extended Architecture Overview Technical Bulletin 20

Ready Access Portal Configuration
The Ready Access Portal software provides a natural, complementary extension of the Metasys Site Management
Portal UI. The Ready Access Portal configuration includes a computer running the Ready Access Portal software,
a Metasys Site Director, and a computer and/or handheld device for browsing to the Ready Access Portal UI. The
example configuration in Figure 5 shows a configuration with the Ready Access Portal Software installed on an ADS.
ADS Site Director with Multiple NAEs System Configuration
Sites that require more than four simultaneous users must add an ADS or ADX (Figure 5). If a large number of
graphics are required to navigate through a site, the addition of the ADS/ADX allows access to a disk drive or network
drive for graphic file storage. The ADS/ADX provide permanent storage of collected trend data samples, event
messages, and audit trail messages routed from the NAE/NCE devices.
Note: The ADS-Lite is available in select markets and supports a subset of available Metasys system devices.
Figure 5: Multiple NAE System Configuration with ADS and Ready Access Portal

Metasys® System Extended Architecture Overview Technical Bulletin 21

ADX Split Configuration
The ADX split configuration provides the ADX software/user interface on one computer (the Web/Application server
computer) and the alarm, audit, annotations, and historical trend data on another computer with Microsoft SQL
Server software (the Database server computer).
Figure 6: ADX Split Configuration

Large ADX Site Configuration

For a customer site that requires from 200 to 1,000 NxEs, we recommend an ADX configuration with a minimum of
two separate servers, one serving as ADX Site Director and repository, and a second for use with configuration
tools, such as SCT and the NAE/NIE Update Tool. If the Ready Access Portal software is required, a third server is
recommended to run the Ready Access Portal software. See Table 2.
Table 2: Recommendations for Large ADX Systems
Item Recommendation
Hard Disk 584 GB at 15,000 RPM with 400 GB free
Processor Type 2x Intel® Xeon® Processor E5530, 2.4 GHz, 4 MB Cache RAID Level
5 configuration
Memory 12 GB
Operating System Microsoft Windows Server 2008 Standard R2 (64-bit)
SQL Server Software Microsoft SQL Server 2008 Standard R2 (64-bit)
Site Object Settings Poll Rate Set to slow.
Time Sync Method Select Multicast with heartbeat interval of 60 seconds.
Note: To allow multicast packets to reach all NxEs, configure network
routers to allow multicast packet passthru. This setting is usually not
the default.
Dynamic Broadcast Depending on the number of network segments and data sharing needs,
Management set Dynamic Broadcast Management to False, and manually set up
BACnet Broadcast Management Devices (BBMDs).

Metasys® System Extended Architecture Overview Technical Bulletin 22

N1 Integration System Configuration
The NIE (NIE55 and NIE85) provides a means of migrating your existing Metasys N1 network to the Metasys system.
Figure 7: N1 Integration with NIE85

Metasys® System Extended Architecture Overview Technical Bulletin 23

Multi-Location Configuration
Remote sites may be single or multiple NAE configurations, with or without a local ADS/ADX. The remote site may
also be a Metasys N1 installation with one or more NIEs to integrate the site into the Metasys system.
The operations center for the multiple sites would normally have an ADS connected to the enterprise IP network
and be part of the Virtual Private Network (VPN) for access to the sites that are linked by a WAN. It would also have
modems to receive messages from small sites that only have telephone line access.
The application server receives and displays alarm and event messages to the operators and records their response
actions. The server retrieves and stores all operational data from the remote buildings for review by management
personnel. Enterprise business systems can access the data for further analysis. The building where the Operations
Center is located may have its own BAS with a single or multiple NAEs.
Figure 8: Multi-Location Configuration

Metasys® System Extended Architecture Overview Technical Bulletin 24

BACnet IP Network System Configuration
BACnet IP devices are connected directly to the IP Ethernet network. The NAE/NCE communicates with the devices
using the BACnet protocol and presents the BACnet data to the system in the same way as the other data in the
Metasys system. Figure 9 shows the N30 supervisory controller integrated into the Metasys network. Other BACnet
IP devices are integrated in the same way.
Figure 9: BACnet IP Network Integration System Configuration

The NAE85 allows integration of larger BACnet integration projects.

Figure 10: NAE85 BACnet Integration

Metasys® System Extended Architecture Overview Technical Bulletin 25

Smoke Control Application Configuration
Figure 11 shows a configuration that complies with the UL 864 UUKL Ninth Edition listing, incorporating smoke
control and non-smoke control systems. Figure 11 is only an example; the number and arrangement of components
in your system may differ. Ensure that your system complies with all device and communication requirements and
restrictions.
Figure 11: Metasys System Extended Architecture UL864 UUKL Ninth Edition Smoke Control System

Metasys® System Extended Architecture Overview Technical Bulletin 26

Wireless Metasys System Configurations
Figure 12 shows the various wireless Metasys system offerings, and illustrates how the systems can coexist with
each other within the Metasys system.
Figure 12: Wireless Metasys Systems

Metasys® System Extended Architecture Overview Technical Bulletin 27

Performance Guidelines and Limitations
Table 3 describes performance guidelines and limitations of the Metasys system extended architecture.
Table 3: Performance Guidelines and Limitations
Description Supported Comment
Maximum number of nodes 10 to 14 ADS
(NAE/NIE/NCE/ADS/ADX) per site
500 to 1,000 ADX - depends on computer hardware;
see Large ADX Site Configuration.
Maximum number of Metasys (only) 100 Metasys MS/TP devices include FECs,
MS/TP Devices on an FC Bus on an VMAs, and IOMs.
NAE55, NAE45, or NAE45-Lite
Maximum number of (Metasys and/or 64
third-party MS/TP) devices that can be
connected to an FC Bus (on an NAE45 or
NAE55) when one or more TEC26
Thermostat Controller, variable speed
drive, or third-party MS/TP device is
connected to the FC bus
Maximum number of Metasys MS/TP 50 Metasys MS/TP devices include FECs,
devices on an FC Bus on an NAE35 VMAs, and IOMs.
Maximum number of Metasys MS/TP 32
devices on an FC Bus on an NCE25
Maximum number of N2 devices per N2 100 Performance varies based on mix (N2
trunk on an NAE55/NAE45 Open/Sys91/VMA).
Maximum number of N2 devices on the 50 Performance varies based on mix (N2
N2 trunk on an NAE35 Open/Sys91/VMA).
Maximum number of N2 devices per N2 32
trunk on an NCE25
Maximum number of mapped N2 points 1,000 Performance varies based on mix (N2
per N2 trunk Open/Sys91/VMA). Recommended
maximum for best performance is 1,000
points. The software definition limit is
3,200 points with no guarantee of
acceptable performance.
Maximum number of LONWORKS devices 255 Single subnet LONWORKS network: does
per NAE55 not support routers; supports physical
repeaters.
Maximum number of LONWORKS devices 128 Single subnet LONWORKS network: does
per NAE45 not support routers; supports physical
repeaters.
Maximum number of LONWORKS devices 64 Single subnet LONWORKS network: does
per NAE35 not support routers; supports physical
repeaters.
Maximum number of LONWORKS devices 32
per NCE25
Maximum number of LONWORKS network 2,000
variables per NAE55
Maximum number of LONWORKS network 1,500
variables per NAE45/NAE35/NCE25
Maximum number of BACnet IP devices 100 Includes N30s, third-party devices.
per NAE55/NAE45/NCE25

Metasys® System Extended Architecture Overview Technical Bulletin 28

Table 3: Performance Guidelines and Limitations
Description Supported Comment
Maximum number of Excel 5000 C-Bus 30 The NIE counts as one of the 30 devices.
devices on the C-Bus trunk on an NIE55 E-Bus devices do not count as one of the
with UXB 30 devices.
Maximum number of points per C-Bus 2,500 The total point count of the E-Bus devices
trunk counts toward the 2,500 point limit.
Maximum number of items (objects) in 3,000,000 Without Metasys Advanced Reporting
entire system system and Metasys Energy Essentials.
750,000 With Metasys Advanced Reporting system
and Metasys Energy Essentials.
Maximum number of items (objects) in one 25,000 Includes all points, extensions, graphics
NAE85/NIE85/LCS85 (background image), trend study, and
other objects (schedules and interlock, for
example).
Maximum number of items (objects) in one 5,000 Includes all points, extensions, graphics
NAE55/NIE55 (background image), trend study, and
other objects (schedules and interlock, for
example).
Maximum number of items (objects) in one 2,500 Includes all points, extensions, graphics
NAE45/NAE35/NCE25 (background image), trend study, and
other objects (schedules and interlock, for
example).
Maximum number of items (objects) within 700
a single folder per NIE85/NAE55/NIE55
Maximum number of items (objects) within 300
a single folder per NAE45/NAE35/NCE25
Maximum number of audits per hour for 500 Add ADS/ADX for more.
each NAE85/NIE85
Maximum number of audits per hour for 500 Add ADS/ADX for more.
each NAE55/NIE55
Maximum number of audits per hour for 250 Add ADS/ADX for more.
each NAE45/NAE35/NCE25
Maximum number of alarms/events 1,000 Supports one daily burst of 25,000
received by ADX per hour alarms/events in one hour. This number
applies to alarms/events originating from
devices at Release 5.2 or later.
Maximum number of alarms/events 48,000 Within a 24 hour period. This number
received by ADX per day applies to alarms/events originating from
devices at Release 5.2 or later
Maximum number of trend samples 22,500 for ADS This number applies to trends originating
received by ADS/ADX per hour from devices at Release 5.0 or later.
100,000 for ADX Supports one daily burst of 300,000 trends
in one hour. This number applies to trends
originating from devices at Release 5.0 or
later.
Maximum number of trend samples 540,000 for ADS Within a 24 hour period for samples
received by ADS/ADX per day originating from devices at Release 5.0 or
later.
2,600,000 for ADX Within a 24 hour period for samples
originating from devices at Release 5.0 or
later.

Metasys® System Extended Architecture Overview Technical Bulletin 29

Table 3: Performance Guidelines and Limitations
Description Supported Comment
Maximum number of trend samples per 8,000,000 This is a hard limit in the NxE85 and
NAE85/NIE85 cannot be exceeded.
Maximum number of engines/servers on 10 to 14 Varies with the number of concurrent
a site with an ADS Site Director connections (users/devices browsing to
the system).For example, with 5
concurrent connections, the maximum
number is 10 engines/servers. With 1
concurrent connection, the maximum
number is 14 engines/servers.
Maximum number of engines on a site with 5 ADS-Lite-E supports up to 5 of the
an ADS-Lite-E Site Director following engines: NAE35, NAE45,
NCE25, and NIE29/39/49
Maximum number of engines on a site with 4 ADS-Lite-A supports up to 3 NAE-Lites
an ADS-Lite-A Site Director plus up to 1 NIE: NIE29/39/49
Maximum number of engines on a site with 500 to 1000 Depends on computer hardware; see
an ADX Site Director Large ADX Site Configuration.
Maximum number of engines on a site 4 If an NxE55 or NxE85 is the Site Director,
supported by an NxE55/NxE85 as Site it can supervise up to three additional
Director supervisory devices on the site: NAE35s,
NAE45s (excluding NAE45-Lite), or
NxE55s, or NxE85s.
Maximum number of engines on a site 10 With an LCS85 as a Site Director.
supported by an LCS85 as Site Director
Maximum number of engines on a site 3 If an NAE45 is the Site Director, it can
supported by an NAE35/NAE45 as Site supervise up to two additional supervisory
Director devices on the site: NAE45s, NAE35s, or
NCE25s (excluding NAE45-Lite). If an
NAE35 is the Site Director, it can
supervise up to two additional NAE35s or
NCE25s on the site. The NAE45-Lite
cannot be a Site Director.
Maximum number of engines on a site 1 An NCE25 can only act as the Site
supported by an NCE25 as Site Director Director for itself.
Maximum number of simultaneous Site 2 Includes browsers or other devices
Management Portal users per accessing data (for example, Site
NAE45/NAE35/NCE25 Director).
Maximum number of simultaneous Site 4 Includes browsers or other devices
Management Portal users per accessing data (for example, Site
NAE55/NIE55 before ADS as Site Director Director).
is required
Maximum number of simultaneous Site 10 Includes browsers or other devices
Management Portal users per accessing data (for example, Site
NAE85/NIE85 Director).
Maximum number of simultaneous Site 5
Management Portal users per ADS
Maximum number of connections per ADX 10 to 25 ADX has two versions with 10 and 25
connections (maximum).
Maximum number of simultaneous 2 Mix of online/SCT/simulation
browsers per client computer
Maximum number of users per Site > Limited only by the number of users.
Director

Metasys® System Extended Architecture Overview Technical Bulletin 30

Table 3: Performance Guidelines and Limitations
Description Supported Comment
Maximum number of user views per Site > Limited only by memory capacity.
Director or NAE/NIE
Maximum number of nesting levels for 7
item/object creation
Maximum number of extensions per object 10 Includes Metasys Alarm, Totalization,
Trend, Averaging, and Load. Does not
include BACnet Intrinsic Alarm.
Maximum number of dynamic values per 100
graphic
Maximum number of characters in the 400 Readable display up to 40 before
name of an item (object) truncation.
Maximum number of characters in the 40
description of an item (object)
Maximum number of results displayed in 2,000 With an ADX as the Site Director.
a global search
500 With an NAE as the Site Director.
Maximum number of sets for third-party 1,000
BACnet states text
Maximum number of characters for a 60
third-party BACnet states text
Maximum number of members for a 500
multi-value third-party BACnet states text
Number of Users for SCT 1 user per database at a time Refers to active users.
Maximum number of concurrently active 10 Databases can be archived and restored.
archives in SCT
Maximum size of an Active Database or 4 GB Using supported SQL Server 2008
Project in SCT Express software or SQL Server 2005
Express software
10 GB Using supported SQL Server 2008
Express R2 software
No limit Using supported SQL Server software
Maximum number of languages per 1 Any one language
NAE/NIE/NCE
Maximum number of languages per 4 Allows dynamic switching.
ADS/ADX

Metasys® System Extended Architecture Overview Technical Bulletin 31

Table 3: Performance Guidelines and Limitations
Description Supported Comment
Maximum number of concurrent users on 100 ADX on Windows Server 2008 R2 OS,
the Ready Access Portal UI where the Windows Server 2008 OS, or Windows
software is installed on a stand-alone Server 2003 OS
computer
50 ADS on Windows Server 2008 R2 OS,
Windows Server 2008 OS, or Windows
Server 2003 OS
8 ADS on Windows 7 OS or Windows XP
OS
NAE35/NAE45/NAE55/NIE55/NIE59/NCE25
on Windows 7 OS, Windows XP, Windows
Server 2008 R2 OS, Windows Server
2008 OS, or Windows Server 2003 OS
NAE85/NIE85 on Windows Web Server
2008 R2 OS, Windows Web Server 2008
OS, or Windows Server 2003 Web Edition
OS
Maximum number of concurrent users on 10 ADX (10) on Windows Server 2008 R2
the Ready Access Portal UI where the OS, Windows Server 2008 OS, or
software is installed on a Site Director Windows Server 2003 OS
ADS/ADX
25 ADX (25) on Windows Server 2008 R2
OS, Windows Server 2008 OS, or
Windows Server 2003 OS
5 ADS on Windows 7 OS or Windows XP
OS
Maximum number of load extensions > Limited only by memory capacity. If you
(used for DLLR) plan to attach a large number of load
extensions to a single DLLR object,
consider the memory limitation. For load
extensions attached to one DLLR object,
there is a 64 KB text limit for the list of the
Loads’ fully qualified references. Load
Limit = (64 x 1024)/average number of
characters per load.
Note: 1024 Bytes equals 1 KB. For
example, if your DLLR object is
configured with Loads that have
fully qualified references that
average 100 characters (including
dots) in length, then you can
support approximately 650 loads
(64 x 1024/100) for that DLLR. If
you reach the memory limit you
may need to combine loads. For
example, if a site has multiple
physical meters, split the meters
across multiple controllers and
apply appropriate DLLR loads, if
possible. Otherwise, use Interlock
or Multiple Command objects to
reduce the number of loads added
to the DLLR.
Maximum number of DLLR objects > Limited only by memory capacity.

Metasys® System Extended Architecture Overview Technical Bulletin 32

Technical Specifications and Requirements
Hardware Configuration Requirements
Our suggested minimum hardware configuration is based upon experience and testing for both client and server
platforms. These configurations are only suggestions and are not meant to imply that older or slower machines are
not usable. Systems with less memory, smaller hard disks, or that are generally slower may have acceptable
performance for basic operations. These systems may also be acceptable when not called upon to operate
simultaneous tasks that require hardware or network resources. Memory intensive applications may require additional
memory for proper performance. Examples of these optional or advanced features of the Metasys system include
navigation and support for complex graphics, operation with the maximum number of users, complex and extended
queries with the Export Utility, support for large network integrations, and large numbers of concurrent open windows.
Computer Requirements for Site Management Portal Client Computer
Table 4 and Table 5 describe the recommended and minimum computer requirements for the computer used for
Site Management Portal access.
Table 4: Site Management Portal Desktop Client Computer Requirements
Component Description
1 2.8 GHz or higher Pentium® 4 processor (2.0 GHz Pentium 4
Recommended Processor
processor minimum)
Recommended Random Access Memory (RAM) 1 GB (256 MB minimum)
2

Hard Disk Capacity 40 GB hard disk (minimum)

Supported Operating System Microsoft® Windows® 7 OS (32-bit) with SP1
Microsoft® Windows XP® OS (32-bit)
Required Web Browser Software for Metasys Client Computers Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Java® Runtime Environment (JRE) 1.6.0_23
Monitor 1024 x 768 or higher resolution and 16-bit or higher color depth
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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 A graphics intensive user may experience better performance with additional RAM.
Table 5: Site Management Portal Laptop Client Computer Requirements
Component Description
3 1.8 GHz or higher Pentium® 4 processor (800 MHz Pentium 4
Recommended Processor
processor minimum)
Recommended Random Access Memory (RAM) 1 GB (256 MB minimum)
4

Hard Disk Capacity 40 GB hard disk (minimum)

Supported Operating System Microsoft® Windows® 7 OS (32-bit) with SP1
Microsoft® Windows XP® OS (32-bit)
Required Web Browser Software for Metasys Client Computers Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Java® Runtime Environment (JRE) 1.6.0_23

3 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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
4 A graphics intensive user may experience better performance with additional RAM.
The Microsoft Windows 7 Operating System (OS) does not support browsing to applications with Java Runtime
Environment (JRE) version 1.6.0_15 or earlier. If the client computer you use to browse to Metasys systems has a
Windows 7 OS, you may not be able to connect directly and browse to some of the older Metasys devices on your
Metasys systems.

Metasys® System Extended Architecture Overview Technical Bulletin 33

ADS System Requirements
Table 6 describes the recommended and minimum computer requirements for a computer on which you are installing
an ADS.
Table 6: Application and Data Server System Requirements
Product Code MS-ADS05U-0: New ADS project software for up to 5 concurrent users

Recommended Computer Platform 2.8 GHz Pentium® 4 processor with 80 GB hard disk
1

(2.0 GHz Pentium 4 processor with 40 GB hard disk minimum)

20 GB free space on the hard disk (C: drive) after installing all prerequisite software and
before installing the ADS software
DVD drive
Note: Prerequisite software includes the supported OS, database software, .NET
Framework, and any other software or service packs required for your ADS
configuration.
Recommended Memory 2 GB RAM minimum
Supported Operating Systems Microsoft® Windows® 7 OS Professional, Enterprise, and Ultimate Editions (32-bit)
with SP1
(Includes Microsoft IIS Version 7.5)
Supports Microsoft SQL Server™ 2008 Express R2 software, SQL Server 2008 Express
software with SP2, or SQL Server 2005 Express software with SP3
Microsoft Windows XP® OS Professional Edition (32-bit) with SP3
(Includes Microsoft IIS Version 5.1)
Supports Microsoft SQL Server 2008 Express R2 software, or SQL Server 2008 Express
software with SP2, or SQL Server 2005 Express software with SP3
Required Web Browser Software for Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Metasys Client Computers
Java® Runtime Environment (JRE) 1.6.0_23
Note: When browsing to the UI of a Metasys system device, the OS on the client computer
must be supported by the Metasys release loaded on the device. You may be
unable to browse to Metasys system devices if the client OS is not supported. See
Computer Requirements for Site Management Portal Client Computer for more
information.
Network Communication Ethernet network interface card 10/100/1000 Mbps (100 Mbps or better recommended)
Additional Software Included on the CCT software
ADS Product Disks
Export Utility software
Metasys Database Manager software
Microsoft .NET Framework Version 3.5.1
Microsoft SQL Server 2008 Express R2 software
Microsoft SQL Server 2008 Express software with SP2
Microsoft SQL Server 2005 Express software with SP3
Ready Access Portal software
SCT software
SCT Manager software
Optional Hardware Any network or local printer supported by the qualified Windows operating system
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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.

Metasys® System Extended Architecture Overview Technical Bulletin 34

2 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-1201279) for specific Microsoft Windows OS settings
that may be required for your Metasys system configuration.

ADS-Lite System Requirements

Table 7 describes the recommended and mimum computer requirements for the computer on which you are installing
an ADS-Lite.
Table 7: Application and Data Server Lite System Requirements
Product Code MS-ADSLE5U-0: New ADS-Lite-E project software for up to 5 concurrent users
MS-ADSLA5U-0: New ADS-Lite-A project software for up to 5 concurrent users
Recommended 2.8 GHz Pentium® 4 processor with 80 GB hard disk
1
Computer Platform (2.0 GHz Pentium 4 processor with 40 GB hard disk minimum)
20 GB free space on the hard disk after installing all prerequisite software and before installing the
ADS-Lite software
DVD drive
Note: Prerequisite software includes the supported OS, database software, .NET Framework, and
any other software or service packs required for your ADS-Lite configuration.
Recommended Memory 2 GB RAM minimum
Supported Operating Microsoft® Windows® 7 OS Professional, Enterprise, and Ultimate Editions (32-bit) with SP1
2
Systems and Database (Includes Microsoft IIS Version 7.5)
Software
Supports Microsoft SQL Server™ 2008 Express R2 software, SQL Server 2008 Express software
with SP2, or SQL Server 2005 Express software with SP3
Microsoft Windows XP® OS Professional Edition (32-bit) with SP3
(Includes Microsoft IIS Version 5.1)
Supports Microsoft SQL Server 2008 Express R2 software, or SQL Server 2008 Express software
with SP2, or SQL Server 2005 Express software with SP3
Required Web Browser Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Software for Metasys
Java® Runtime Environment (JRE) 1.6.0_23
Client Computers
Note: When browsing to the UI of a Metasys system device, the OS on the client computer must
be supported by the Metasys release loaded on the device. You may be unable to browse to
Metasys system devices if the client OS is not supported. See Computer Requirements for
Site Management Portal Client Computer for more information.
Network Communication Ethernet network interface card 10/100/1000 Mbps (100 Mbps or better recommended)
Additional Software CCT software
Included on the ADS
Export Utility software
Product Disks
Metasys Database Manager software
Microsoft .NET Framework Version 3.5.1
Microsoft SQL Server 2008 Express R2 software
Microsoft SQL Server 2008 Express software with SP2
Microsoft SQL Server 2005 Express software with SP3
Ready Access Portal software
SCT software
SCT Manager software
Optional Hardware Any network or local printer supported by the qualified Windows operating system

Metasys® System Extended Architecture Overview Technical Bulletin 35

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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-1201279) for specific Microsoft Windows OS settings
that may be required for your Metasys system configuration.

ADX System Requirements

Table 8 describes the recommended and minimum computer requirements for the computer on which you are
installing a unified ADX.
Table 9 describes the recommended and minimum computer requirements for the computers on which you are
installing a split ADX.
Table 8: Extended Application and Data Server System Requirements (Unified ADX Systems)
Product Codes MS-ADX10U-0: New ADX project software for up to 10 concurrent users
MS-ADX10SQL-0: New ADX project software for up to 10 concurrent users
Includes Microsoft® SQL Server™ 2008 software with a Processor License for unlimited users/devices
MS-ADXSWO-0: New ADX project software for up to 25 concurrent users
MS-ADXSWOSQL-0: New ADX project software for up to 25 concurrent users
Includes Microsoft SQL Server 2008 software with a Processor License for unlimited users/devices
Recommended Server 2.8 GHz Pentium® 4 processor with 160 GB hard disk
1
Platform (2.0 GHz Pentium 4 processor with 80 GB hard disk minimum)
40 GB free space on the hard disk installing the prerequisite software and before installing the ADX
software
DVD drive

Recommended Memory 4 GB RAM minimum

Supported Operating Microsoft Windows Server 2008 R2 OS (64-bit)
2
Systems and Database (Includes Microsoft IIS Version 7.5)
3
Software
Supports Microsoft SQL Server™ 2008 R2 Standard and Enterprise software (64 bit)
Microsoft Windows Server 2008 OS (32-bit) with SP2
(Includes Microsoft IIS Version 7.0)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software, SQL Server™ 2008
Standard and Enterprise software with SP2, or SQL Server™ 2005 Standard and Enterprise software
with SP3 (32-bit)
Microsoft Windows Server 2003 R2 OS (32-bit) with SP2
(Includes Microsoft IIS Version 6.0)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software, SQL Server 2008
Standard and Enterprise software with SP2, or SQL Server 2005 Standard and Enterprise software
with SP3 (32-bit)
Required Web Browser Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Software for Metasys
Java® Runtime Environment (JRE) 1.6.0_23
Client Computers
Note: When browsing to the UI of a Metasys system device, the OS on the client computer must
be supported by the Metasys release loaded on the device. You may be unable to browse
to Metasys system devices if the client OS is not supported. See Computer Requirements
for Site Management Portal Client Computer for more information.
Network Communication Ethernet network interface card 10/100/1000 Mbps (100 Mbps or better recommended)

Metasys® System Extended Architecture Overview Technical Bulletin 36

Table 8: Extended Application and Data Server System Requirements (Unified ADX Systems)
Additional Software CCT software
Included on the ADX
Export Utility software
Product Disks
Metasys Advanced Reporting System
Metasys Database Manager software
Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (Windows Server 2008 R2 software)
Ready Access Portal software
SCT software
SCT Manager software

Optional Hardware Any network or local printer supported by the qualified Windows operating system
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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
2 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-1201279) for specific Microsoft Windows OS settings
that may be required for your Metasys system configuration.
3 You must purchase a SQL Server software license for each individual processor you have. You do not need to purchase multiple licenses if
you have a single processor divided into multiple cores. For example, if you have a single processor with dual cores, purchase one license for
SQL Server software.
Table 9: Extended Application and Data Server System Requirements (Split ADX Systems)
Product Codes MS-ADX10U-0: New ADX project software for up to 10 concurrent users
MS-ADX10SQL-0: New ADX project software for up to 10 concurrent users
Includes Microsoft® SQL Server™ 2008 software with a Processor License for unlimited
4
users/devices
MS-ADXSWO-0: New ADX project software for up to 25 concurrent users
MS-ADXSWOSQL-0: New ADX project software for up to 25 concurrent users
4
Includes Microsoft SQL Server 2008 software with a Processor License for unlimited users/devices
Recommended Server Web/Application Server Computer
5
Platform 2.8 GHz Pentium® 4 processor with 160 GB hard disk
(2.0 GHz Pentium 4 processor with 80 GB hard disk minimum)
DVD drive
200 MB free space on the hard disk after installing the prerequisite software and before installing
the ADX software.
Database Server Computer
2.8 GHz Pentium® 4 processor with 160 GB hard disk
(2.0 GHz Pentium 4 processor with 80 GB hard disk minimum)
DVD drive
40 GB free space on the hard disk after installing the prerequisite software and before installing
the ADX software
SCT Manager
In a split configuration, you cannot install the SCT on either the Web/Application Server computer
or the Database Server computer. Refer to the System Configuration Tool Catalog Page
(LIT-1900198) for current SCT computer requirements.
Recommended Memory 4 GB RAM minimum

Metasys® System Extended Architecture Overview Technical Bulletin 37

Table 9: Extended Application and Data Server System Requirements (Split ADX Systems)
Supported Operating Microsoft Windows Server 2008 R2 OS (64-bit)
7 8
Systems , and Database (Includes Microsoft IIS Version 7.5)
9
Software
Supports Microsoft SQL Server™ 2008 R2 Standard and Enterprise software (64-bit)
Microsoft Windows Server 2008 OS (32-bit) with SP2
(Includes Microsoft IIS Version 7.0)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software, SQL Server™ 2008
Standard and Enterprise software with SP2, or SQL Server™ 2005 Standard and Enterprise software
with SP3 (32-bit)
Microsoft Windows Server 2003 R2 OS (32-bit) with SP2
(Includes Microsoft IIS Version 6.0)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software, SQL Server 2008
Standard and Enterprise software with SP2, or SQL Server 2005 Standard and Enterprise software
with SP3 (32-bit)
Required Web Browser Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Software for Metasys Client
Java® Runtime Environment (JRE) 1.6.0_23
Computers
Note: When browsing to the UI of a Metasys system device, the OS on the client computer must
be supported by the Metasys release loaded on the device. You may be unable to browse
to Metasys system devices if the client OS is not supported. See Computer Requirements
for Site Management Portal Client Computer for more information.
Network Communication Ethernet network interface card 10/100/1000 Mbps (100 Mbps or better recommended)
Additional Software CCT software
Included on the ADX
Export Utility software
Product Disks
Metasys Advanced Reporting System
Metasys Database Manager software
Microsoft .NET Framework Version 3.5 SP1 or 3.5.1 (Windows Server 2008 R2 software)
Ready Access Portal software
SCT software
SCT Manager software

Optional Hardware Any network or local printer supported by the qualified Windows operating system

4 This product cannot be used in the following situations due to SQL Server software licensing restrictions: a split ADX with the Metasys Advanced
Reporting System and computers with more than one processor. Order the ADX software and the appropriate SQL Server software separately.
5 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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.
6 ADX prerequisite software includes the Windows OS and SQL Server software, Windows .NET Framework, and any other software or service
packs required for your ADX configuration.
7 The Web/Application and Database servers must have the same OS installed.
8 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT-1201279) for specific Microsoft Windows OS settings
that may be required for your Metasys system configuration.
9 You must purchase a SQL Server software license for each individual processor you have. You do not need to purchase multiple licenses if
you have a single processor divided into multiple cores. For example, if you have a single processor with dual cores, purchase one license for
SQL Server software.

Metasys® System Extended Architecture Overview Technical Bulletin 38

SCT System Requirements
Table 10 describes the recommended and minimum computer requirements for a computer on which you are installing
a stand-alone SCT.
Table 10: System Configuration Tool System Requirements
Recommended Intel® Core™ 2 Duo E6700 or better (Intel Core 2 Duo E4300 minimum)
Computer/Server
1 20 GB free hard disk space available (600 MB minimum)
Platform
DVD drive
Recommended Computer Platforms: 2 GB RAM (1 GB RAM minimum)
1
Memory Server Platforms: 4 GB RAM (2 GB RAM minimum)
Supported Operating Microsoft® Windows® 7 OS Professional, Enterprise, and Ultimate Editions (32-bit) with SP1
Systems and Database
(Includes Microsoft IIS Version 7.5)
Software
Supports SQL Server™ 2008 R2 Express software, SQL Server™ 2008 Express software with SP2,
or Microsoft SQL Server™ 2005 Express software with SP3
Microsoft Windows XP® OS Professional Edition (32-bit) with SP3
(Includes Microsoft IIS Version 5.1)Supports SQL Server 2008 R2 Express software, SQL Server 2008
Express software with SP2, or Microsoft SQL Server 2005 Express software with SP3
Microsoft Windows® Server 2008 R2 OS (64-bit)
(Includes Microsoft IIS Version 7.5)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software (64-bit)
Microsoft Windows® Server 2008 OS (32-bit) with SP2
(Includes Microsoft IIS Version 7.0)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software (32-bit), or SQL Server
2008 Standard and Enterprise software with SP2, or SQL Server 2005 Standard and Enterprise software
with SP3
Microsoft Windows Server 2003 R2 OS (32-bit) with SP2
(Includes Microsoft IIS Version 6.0)
Supports Microsoft SQL Server 2008 R2 Standard and Enterprise software (32-bit), or SQL Server
2008 Standard and Enterprise software with SP2, or SQL Server 2005 Standard and Enterprise software
with SP3
Required Web Browser Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Software for Metasys
Java® Runtime Environment (JRE) 1.6.0_23
Client Computers
Network Ethernet network interface card 10/100 Mbps (100 Mbps network recommended)
Communication
Additional Software Controller Configuration Tool (CCT) software C-Tools software SCT Manager software
Included on the SCT
Product Disks
Optional Software The ADS and ADX software packages include the SCT software.
Packaging
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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.

Metasys® System Extended Architecture Overview Technical Bulletin 39

CCT System Requirements
Table 11 describes the recommended and minimum computer requirements for a computer on which you are installing
a stand-alone CCT.
Table 11: Controller Configuration Tool System Requirements
Recommended Intel® Core™ 2 Duo E6700 or better (Intel Core 2 Duo E4300 minimum)
Computer/Server
1 20 GB free hard disk available (600 MB minimum)
Platform
DVD drive

Recommended Memory Computer Platforms: 2 GB RAM recommended (1 GB RAM minimum)

1

Server Platforms: 4 GB RAM recommended (2 GB RAM minimum)

Supported Operating Microsoft® Windows® 7 OS Professional, Enterprise, and Ultimate Editions (32-bit) with SP1
Systems and Database
(Includes Microsoft IIS Version 7.5)
Software
Supports SQL Server™ 2008 Express software with SP1 or Microsoft SQL Server™ 2005 Express
software with SP3
Microsoft Windows XP® OS Professional Edition (32-bit) with SP2 or SP3
(Includes Microsoft IIS Version 5.1)
Supports SQL Server 2008 Express software with SP1 or Microsoft SQL Server 2005 Express software
with SP3
Required Web Browser Microsoft Internet Explorer® Version 6.x, 7.0, or 8.0
Software for Metasys
Java® Runtime Environment (JRE) 1.6.0_23
Client Computers
The Internet Explorer Web browser is required to use the CCT Help.
Network Communication Ethernet network interface card 10/100 Mbps (100 Mbps network recommended)
Additional Software Microsoft .NET Framework Version 3.5 with SP1
Included on the ADS,
System Configuration Tool (SCT) software for Ethernet Passthru
ADX, or SCT Product
Disks Note: You must install CCT on the same computer as the SCT software to use the Ethernet Passthru
option in SCT; otherwise, CCT may run on a stand-alone computer.
Additional Requirements Wireless Commissioning Converter (MS-BTCVT-1)
(Order Separately)
Laptop with Bluetooth® wireless communications or a computer with a Universal Serial Bus (USB)
Bluetooth converter
Universal Serial Bus (USB) Dongle with ZigBee Driver (IA OEM-DAUB1 2400) provides a wireless
connection through the CCT to allow wireless commissioning of the wirelessly enabled FEC and
VMA16 field controllers. Also allows use of the ZCT in CCT.
Adobe® Acrobat Reader
Note: Adobe Acrobat Reader is required for the Print function in CCT.
Optional Hardware Any network or local printer supported by the qualified Windows operating system
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 for the BAS Professional Technical Bulletin (LIT-12011279) for more information regarding computer/server
recommendations.

Metasys® System Extended Architecture Overview Technical Bulletin 40

NxE85 System Requirements
Table 12 describes the recommended and minimum computer requirements for a computer on which you are installing
an NxE85.
Table 12: NxE85 Software System Requirements
Product Code MS-NxE85SW-0 NxE85 software for 10,000 objects (new projects
only software)
Recommended Computer Platform Intel® Xeon® E5506, 2.13 GHz, 4 MB Cache
2 x 160 GB 7.2K RPM Serial Advanced Technology Attachment (SATA), 8.9 cm (3.5
in.) Cabled
3 Gbps, RAID 1 configuration with add-in SAS6/iR (SATA/SAS Controller)
DVD ROM, SATA
Recommended Memory 1 GB RAM minimum
Hard Disk 160 GB minimum
Supported Operating Systems and Microsoft Windows Web Server R2 2008 OS (64-bit)
Software
Microsoft IIS Version 7.5
Microsoft .NET Framework Version 3.5.1
Microsoft Windows Web Server 2008 OS with SP2 (32-bit)
Microsoft IIS Version 7.0
Microsoft .NET Framework Version 3.5 with SP1
Microsoft® Windows® 2003 Web Edition OS with SP2 (32-bit)
Microsoft IIS Version 6.0
Microsoft .NET Framework Version 3.5 with SP1
Network Communication Network Interface
Single 1 Gbps Ethernet network interface card 10/100/1000 Mbps (100 Mbps or better
recommended)
Recommended Data Protection Uninterruptible Power Supply (UPS): American Power Conversion (APC®) Smart-UPS
SC 450 VA, 280 W, 120 VAC input/output, NEMA 5-15R output connections, OEM
Part No. SC450RM1U

Building Efficiency
507 E. Michigan Street, Milwaukee, WI 53202
Metasys® and Johnson Controls® are registered trademarks of Johnson Controls, Inc.
All other marks herein are the marks of their respective owners. © 2011 Johnson Controls, Inc.

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

Metasys® System Extended Architecture Overview Technical Bulletin 41