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Summary of changes
The following information is new or revised:
• Updated CG series and CV series Equipment Controllers to include MVE specific details.
• Updated Network Engines to add details to the engine descriptions.
• Updated User Interface to update table for Interface support at Release 12.x.
• Added new row to Release table in System Configuration Tool (SCT).
• Added Alarm Notification Bar information to Alarm and event management.
• Added OAS to Network OAS and engine hardware limitations.
Metasys system
The Metasys system is a network-based building automation system that operates multiple pieces
of mechanical and electrical equipment found in commercial buildings. The system consists of a
wide variety of hardware and software components. You can apply these components in several
configurations to meet the scale and scope of the customer's building automation needs. This
guide describes the capabilities of each Metasys component, as well as the capabilities of the entire
system. This guide also lists examples of how you can integrate and apply the various Metasys
components to create specific building automation system configurations.
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 (SMP) UI. You can configure the primary network and monitor the users of
all devices on the network with the SMP UI. The engine types are SNE Series of Network Engines,
which succeed the Network Automation Engines (NAEs); Network Integration Engines (NIEs);
SNC Series of Network Control Engines, which succeed the 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 server products include
Application and Data Servers (ADS), ADS-Lite (available only in specific markets), Extended
Application and Data Servers (ADX), and Open Application Servers (OAS), which are described
in further detail in this document. Metasys servers provide the same SMP UI as the engines.
Additionally, the Metasys UI is installed with the Metasys server software.
Each Metasys site has one device (engine or server) that is designated as the Site Director. Typically,
the Site Director is the single point of access for all UI users because the Site Director includes a
view of all Metasys devices on the site. If a server is connected to a site, you must designate the
server 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.
Equipment Controllers
Metasys includes several model series of equipment controllers, including General Purpose
Application Controllers (CG series), VAV Box Controllers (CV series), Advanced Application
Field Equipment Controllers (FACs), Field Equipment Controllers (FECs), Variable Air Volume
Modular Assembly (VMAs), Input/Output Modules (IOMs), and Expansion Input/Output Modules
(XPMs). These devices provide direct, operational control over HVAC and other mechanical and
electrical equipment and are typically networked together and supervised by network engines.
The BACnet® family of controllers is tested by an independent BACnet Testing Lab. A complete
listing of the tested Johnson Controls® BACnet devices is available at the following link: http://
www.bacnetinternational.net/btl/index.php?m=15
Figure 2: CG series and CV series equipment controllers and XPM expansion modules
The following table outlines the CG series and CV series controllers in more detail.
Table 1: CG series and CV series controllers details
CGM04060-0 CGE04060-0 CGM09090-0 CGE09090-0 CVM03050-0 CVM03050-0P CVE03050-0P
CGM09090-0H CGE09090-0H
Description General Purpose Application Controller VAV Box Controller
Inputs and 10 total: 18 total: 8 total: 8 total:
Outputs • 3 Universal Inputs (UIs) • 7 UIs • 3 UIs • 3 UIs
• 1 Binary Input (BI) • 2 BIs • 2 COs • 2 COs
• 4 Configurable Outputs (COs) • 4 COs • 3 BOs • 3 BOs
• 2 Binary Outputs (BO) • 3 BOs • Integral actuator • Integral actuator
• 2 Analog Outputs (AOs) • Integral DPT • Integral DPT
• Integral potentiometer to sense
actual VAV box damper position
In addition, Release 12.0 included a new, remote-mountable color display that communicates to an
equipment controller over the SA Bus.
The following figure and table outline the I/O expansion modules, first introduced at Release 11.0.
Note: You can upgrade existing VMA1930 units in the field to support BACnet/SC, but this
model is discontinued from manufacturing.
Note: XPM series expansion modules may coexist on the SA Bus with IOM series input/output
expansion modules.
XPM series expansion modules can be connected to the FC bus of the following network engine
types:
• SNE series Network Engines
• SNC series Network Control Engines
• NAE35, NIE39, NAE45, NAE49, NAE55, and NAE59 series Network Automation and Integration
Engines
• NCE25 and NIE29 series Network Control Engines
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.
• ZFR181x Series Wireless Field Bus System
• WNC1800/ZFR182x Pro Series Wireless Field Bus with Wireless TEC3000 Series Thermostats
• WRG1830/ZFR183x Pro Series Wireless Field Bus with Wireless TEC31xx Series Thermostats
• WRZ-7860 One-to-One Wireless Room Temperature Sensing System
• TE-7800 Series 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 with hard-wired Metasys solutions.
Depending on the model and configuration options you select, TEC3x00s provide on/off, floating,
and proportional control of:
• local hydronic reheat valves
• pressure-dependent VAV equipment with or without local reheat
Network Engines
Network engines perform a key role in the Metasys system architecture. These network engines
provide network management and system-wide control coordination over one or more networks of
equipment controllers, including the following Metasys equipment controllers:
• General Purpose Application MS/TP Controllers (CGMs)
• General Purpose Application Ethernet Controllers (CGEs)
• VAV Box MS/TP Controllers (CVMs)
• VAV Box Ethernet Controllers (CVEs)
• Field Equipment Controllers (FECs) and Advanced Application Field Equipment Controllers
(FACs)
• Variable Air Volume Modular Assembly (VMA) Controllers
• Terminal Equipment Controllers (TECs)
• LN series equipment controllers
• Legacy Metasys controllers, such as Unitary (UNT) controllers, Variable Air Volume Assembly
(VMA14xx) controllers, and DX-9100 controllers
• Third-party equipment controllers
The network engines can be networked together for scaling up on large projects, and they can be
networked with an ADS, ADX, or OAS for additional functionality and site unification.
Network engines provide building control scheduling, alarm and event management, energy
management, data exchange, historical data storage and management, and custom control
logic. Network engines include an embedded user interface called the Site Management Portal
(SMP). Users access the SMP for system navigation and operation using web browser connections.
Network engines are secured from unauthorized access using password protection and permission
access control as well as IT security best practices.
In addition to providing general comprehensive equipment monitoring and control, network
engines also offer specialized capabilities by series, model, and software release to meet a variety
of application requirements. The network engines are identified by the following types:
SNE Series Network Engines
SNE series network engines were initially introduced at Release 10.1 and are intended to succeed
the NAE and NIE series network engines. Includes models SNE1050x, SNE1100x, SNE110Lx, and
SNE220x.
SNC Series Network Control Engines
SNC series network control engines were initially introduced at Release 10.1 and are intended to
succeed the NCE and NIE29 series network control engines. Includes models: SNC1612x-xxx and
SNC2515x-xxx
NxE35/NxE45/NxE55 Series Network Automation Engines
Supported • BACnet/SC
integrations • BACnet/IP
- Simplex® Fire Alarm Control Unit (FACU)
- Cree® SmartCast® Lighting Control
- Molex® Lighting Control
• BACnet MS/TP Field Controller (FC) Bus
• N2 Bus
Note: The M4-SNE110Lx-0 model does not support the N2 Bus.
• LonWorks® (requires USB to LON adapter)
Note: The M4-SNE110Lx-0 model does not support the LonWorks
network interface.
• Modbus: Modbus TCP/IP on Ethernet and Modbus Remote Terminal Unit
on RS-485
• KNX IP
• M-Bus
• Tyco® C•CURE® 9000 and victor® Video Management
• Zettler® Fire Panel
• OPC Unified Architecture (OPCUA/UA)
• MQ Telemetry Transport (MQTT)
Operating System Wind River® Linux LTS 17 (LTS=long-term support)
Microprocessor NXP i.MX6 DualLite processor
Memory Flash 2GB of DDR3 RAM and 16 GB of eMMC Flash
User Interface Site Management Portal (SMP)
1 These models are intended for use with the ADS-Lite-A servers (only) in Australia, China, Hong Kong, India, Indonesia,
Japan, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, Vietnam, and select branches within
regions of Africa and the Middle East.
2 Only the supported USB integration adapters function with the SNE. Other integration adapters that are not supported
cannot function with the SNE.
3 Multiple IP integrations can be on an engine, including BACnet/IP and BACnet/SC, but this is limited by the maximum
devices that can be mapped to a trunk. The total number of BACnet/IP or BACnet/SC devices that you can map is 150.
You cannot map 150 IP and 150 SC devices at the same time because they use the same BACnet Integration object.
4 Suggested object limit for performance considerations.
Note: Servers must be equal to or at a higher Metasys Release than their child engines,
including the SNCs.
NAE85 X X X X X
77
NIE29, NIE39,
X X
88 Discontinued Discontinued Discontinued
NIE49
NIE59 X X X X
Important: All NIEx9 models have been discontinued from
X manufacture, because starting at 9.0.7 and 10.0, NAE models
include the integration functionality of the NIE. Existing NIE59s
can be field-upgraded to 10.0, 10.1, 11.0, and 12.0 respectively.
NIE89 X X X X
Important: All NIEx9 models have been discontinued from
X manufacture, because starting at 9.0.7 and 10.0, NAE models
include the integration functionality of the NIE. Existing NIE89s
can be field-upgraded to 10.0, 10.1, 11.0, and 12.0 respectively.
NIE55, NIE85 X
SNE X X X
SNC X X X
1 Only NCE25xx-0 is available to upgrade to Metasys 9.0.7 or later with Linux OS.
2 Only NAE35xx-2 and NAE45xx-2 are available to upgrade to Metasys 9.0.7 or later with Linux OS.
3 Only NAE55xx-2 and NAE55xx-3 are available to upgrade to Metasys 10.0 with Linux OS.
4 Only NAE55xx-2 and NAE55xx-3 are available to upgrade to Metasys 10.1 with Linux OS.
5 Only NAE55xx-2 and NAE55xx-3 are available to upgrade to Metasys 11.0 with Linux OS.
6 Only NAE55xx-3 is available to upgrade to Metasys 12.0 with Linux OS.
7 At 12.0, an NAE85 can act as a Site Director only. Do not upgrade any child NAE85s to 12.0.
MQTT X
22
BACnet/IP X X X X X X
BACnet MS/TP X X X X X X
Legacy N1 LAN X
Legacy N2 Bus X X X X
33
X
3
LonWorks X X X
44
X
4
Servers
Application and Data Server (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 SMP UI and Metasys
UI access to data and routes commands to the Metasys system.
The ADS also supports the following:
• a greater number of engines as a Site Director than an engine 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 such as ADSs and engines.
For more information, refer to the Application and Data Server (ADS) and Extended Application and
Data Server (ADX) Product Bulletin (LIT-1201525) and to Open Application Server (OAS) Product Bulletin
(LIT-12013309).
5-user ADS/ADS-Lite/OAS 0 5
2 3
5 0
10-user ADX 0 25
22
5 20
8 17
10 15
25-user ADX 0 25
10 15
20 5
25 0
50-user ADX 0 50
10 40
25 25
50 0
100-user ADX 5 50
33
10 50
3
25 50
3
50 50
3
75 25
100 0
1 Metasys UI includes users logged-in to Metasys UI, as well as any Metasys API users.
2 The 10-user ADX has an SMP 10 concurrent user limitation. The Metasys UI concurrent user limitation is 25.
3 The 100-user ADX has an SMP 100 concurrent user limitation. The Metasys UI concurrent user maximum is 50.
For example, as shown in Table 11, with a 5-user ADS or ADS-Lite, 5 Metasys UI users are supported
if no SMP users are logged in, or 3 Metasys UI users are supported if 2 SMP users are logged in.
Similarly, with a 50-user ADX, 50 Metasys UI users are supported if no SMP users are logged in,
or 40 Metasys UI users are supported if 10 SMP users are logged in. The only Metasys UI user
restriction applies to a 100-user ADX: no more than 50 Metasys UI users are supported, regardless
of the number of SMP users.
Note: Do not install SCT or CCT on the OAS Turnkey computer. If you need SCT or CCT for
commissioning the job site, install the tools on a different computer with network accessibility
to the OAS. However, if you host the OAS on a virtual machine (VM), you can install SCT and
CCT on the same VM as the OAS software.
As a Site Director, the OAS Standard supports up to two supervisory devices, 200 field devices, and
20,000 objects using BACnet/IP and Remote Field Bus integrations. The OAS supports integration
with the following devices and systems: C•CURE-victor, Modbus, M-Bus, KNX, and OPC Unified
Architecture (UA).
The maximum number of supported simultaneous vendor integrations on an OAS is 8. The
following table provides more information about the available integrations, whereby the limits
relate to standard protocol drivers only.
Table 13: Vendor integration types and numbers
Vendor integration type Maximum number of supported
simultaneous integrations (standard
protocol drivers)
Modbus (TCP or RS-485) 4
M-Bus 4
KNX 2
C•CURE-victor 1
The OAS provides database software options for archiving licensed historical data using the
Microsoft® SQL Server software database, and it enables secure communication to a range of
Network Engines, including the NAEs, NCEs, SNEs, and SNCs. The OAS is compatible with both
Metasys UI and Site Management Portal (SMP). You can configure the OAS through the System
Configuration Tool (SCT).
The following table provides a summary of the OAS Standard capabilities:
Table 14: OAS Standard capabilities
ADS-type capabilities Network Engine-type capabilities
Supports supervising up to two network engines Supports supervising up to 200 field devices
(SNE, SNC, NAE, or NCE Series). directly or 20,000 objects, using BACnet/IP and
Remote Field Bus integrations.
Provides the Metasys UI, an intuitive, well- Provides supervisory capabilities such as
organized, mobile-friendly user interface. scheduling, alarming, trending, data sharing,
interlocking, and logic for system-wide control
and coordination.
Optionally (with add-on licenses) provides long
term archival of historical data, trends, alarms,
and events.
User Interface
Two variations of the user interface are available: Metasys UI and Site Management Portal (SMP).
The Metasys UI provides a simple location-based navigation approach to finding information,
including the ability to search for any location by name and to bookmark a location in the browser.
All data displayed in the Metasys UI is organized in a dashboard format, presenting to you the
complete story of what is happening within a space, equipment, or central plant. You can access
the Metasys UI from any type of client device with any screen size. The Metasys UI includes features
ideal for efficient building operations.
For a comprehensive list of Metasys UI features refer to the Metasys UI Technical Bulletin
(LIT-12012115). For further details about individual features refer to the Metasys UI Help
(LIT-12011953).
Note: From Release 12.0, Metasys UI is also supported on the NAE85 and LCS85.
The Metasys SMP provides real-time and historical data views, extensive alarm management
capabilities, and system configuration functions for system administrators or dedicated building
operators. The SMP transforms the raw data from the site and organizes it into a comprehensive
set of information management tools and reports. You can access this portal using the Launcher
through an Internet or intranet connection to a Metasys server or engine. For further information
about the SMP, refer to Metasys Site Management Portal Help (LIT-1201793).
The following table describes the offerings at Release 12.0 and if they support Metasys UI, SMP with
an add-on license, or SMP without an add-on license:
Table 15: Interface support at Release 12.x
ADX ADS OAS NAE85 SNE SNC NxE55xx-3 NxE55xx-2
ADS-Lite LCS85
SMP X
11
X
1
X
1
X
1
X X X X
1 At Release 12.0 and 12.0.50, the SMP is a separate license available on this offering only to existing Metasys sites and to
new or existing Metasys for Validated Environment (MVE) sites. If SMP is needed for this offering for an existing, non-
MVE site, it must be purchased separately. For MVE sites, the SMP license is included with the MVE license and does not
need to be purchased separately.
For a list of updated features and benefits available at the latest SCT Release, refer to the System
Configuration Tool Catalog Page (LIT-1900198).
For a guided tour of features on a particular page in SCT Pro, click on your account name in the
upper-right corner of the SCT Pro window, and then click Tour.
For more information about SCT Pro, refer to SCT Pro Help (LIT-12013035).
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 website.
New multi-time zone enhancements allow you to schedule events using local machine time
management instead of calculating the Site Director time in relation to the device hosted in a
different time zone.
System navigation
The Metasys UI supports navigation in the form of spaces and equipment relationships. A space is
the physical location or area that is served by a piece of equipment. Equipment is the broad term
used to describe the physical controllers and devices that make your building run. These controllers
and devices include boilers, chillers, air handling units, lights, meters, security, and anything else
used to maintain your building's environment. Equipment can serve spaces and other equipment.
A Metasys system administrator can create spaces and equipment and define the relationship
between them in SCT.
The Building Network tree in Metasys UI provides access to objects using an alternative navigation
tree to the Spaces tree. The Building Network organizes objects according to the Metasys object
hierarchy, similar to the All Items tree in the SMP. Objects listed in the Building Network tree are
identified by name and by icon and display Global Status indicators.
Preferences
The Metasys system provides customized preferences for the Metasys user interfaces. The
preferences allow you to configure how the user interfaces behave, including the sounds and
colors, the startup views, alarm priorities, and links from within the user interfaces to external
applications. Preferences are divided into two categories: system preferences and user preferences.
System preferences apply to all users who log in 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 user interfaces. User preferences do not affect the operation of
the system.
Encrypted communication
All Metasys Server based devices (ADS, ADX, and OAS) and network engines are installed with
and operate in a secure mode using self-signed certificates. Self-signed certificates improve
system security by providing a secure, encrypted connection to the Metasys web server. All data
on the network occurs over an https connection using TLS 1.2 that cannot be read by a third-party
application. When you use a self-signed certificate, the Metasys web server is in effect saying,
"don't worry, I am who I say I am. You can trust me." Employing self-signed certificates has no cost.
If the customer wants a higher level of security, they can replace self-signed certificates that are
installed on the Metasys server and network engines with a certificate issued by a Certificate
Authority (CA). These trusted certificates can be generated by the customer's internal IT
department or be purchased from a CA such as Verisign or GoDaddy. When you use a trusted
certificate, the Metasys web server is in effect saying, "Trust me - the CA agrees I am who I say I
am."
The steps for installing trusted certificates on a Metasys server are covered in the respective
installation documents: Metasys Server Installation and Upgrade Instructions (LIT-12012162) or Open
Application Server (OAS) Installation and Upgrade Guide (LIT-12013222). The steps for installing trusted
certificates on network engines are described in SCT: System Configuration Tool Help (LIT-12011964).
When deploying certificates, keep the following in mind:
• The steps for setting up trusted certificates can be complicated. Ask the customer's IT
department for assistance.
• Secure and encrypted communication has the greatest importance between the Site Director
and a client logging in to the Site Director from the Metasys SMP. In many cases, the most
practical choice is to install a trusted certificate at the Site Director (ADS, ADX, or OAS) and a
self-signed certificates on each network engine that is upgraded to Release 8.1 or later. If the
Site Director is a network engine, you might want to install a trusted certificate on just the Site
Director NAE and self-signed certificates on its child devices.
• The name of the network engine within the SCT archive and the subject common name (or
hostname associated with certificate) within the certificate must match exactly for a certificate
to be imported and bound to IIS.
Syslog DDA
The Metasys system provides the optional capability of sending its configured audit log entries
and alarm notifications to an external, industry-standard Syslog server, conforming to Internet
published RFC 3164. The Syslog option provides positive indication of each field possible in the
Metasys event and audit entries, replacing any blank field with the single character dash (-).
Individual fields of each Metasys message are sent to the Syslog server separated by the vertical
bar symbol (|), ensuring the integrity of all data sent to the Syslog server.
After the Syslog DDA is configured, all messages sent to the local ADS Repository are also sent
immediately to the configured Syslog server. You can apply forensic analysis on the consolidation of
all electronic audit and event information at the Syslog server.
Encrypted email
Metasys software features an email encryption capability that encrypts user names and passwords
as they are entered into the SMP UI. Embedded and server machines can thereby send emails
to email servers over a secure channel (secure socket layer [SSL]). The entire email payload
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.
A multi-time zone feature is available that allows the definition of schedules across different time
zone. You can program schedules based on device time zones instead of converting the time to
correlate to the Site Director's time zone.
System security
User accounts control user access to the Metasys system. 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 13
pre-defined categories (including HVAC, Fire, and Security), plus 150 additional custom categories;
and has 10 different levels of user functionality.
You can further limit user accounts to operate only at specified times on specified days of the week.
The System Administrator creates all account settings.
Each account can also have associated preferences, such as which graphic or trend to display when
a user logs in to the SMP UI, or which User Views appear in the Navigation Tree.
The SMP and Metasys UI can use Microsoft Active Directory® accounts.
Refer to the Account Policy Tab section in the Security Administrator System Technical Bulletin
(LIT-1201528) for further information about how passwords are used by the user account, the
account lockout policy and the inactive session policy.
Interlock object
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.
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 users. Users do not need custom screens or handlers.
Important:
All validated engines have to be at the same release as the validated site director. For example,
if the validated engines are at 12.0, the validated Site Director also needs to be at 12.0.
However, you can have non-validated engines at a previous release (11.0 or earlier). Refer to
Metasys for Validated Environments, Extended Architecture Catalog Page (LIT-1900466) for further
information about validated engines.
At Release 12.0.50, MVE is only supported on an ADX server at 12.0.50 and validated engines at
Release 12.0. At Release 12.0.50, MVE also supports MVE on Metasys UI, and MVE on SMP UI.
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] 2021).
Reporting capabilities
Metasys Export Utility Software
The Metasys Export Utility software provides facility managers with the ability to easily build custom
reports using historical data from the Metasys system. You can use this data to manage daily
building operations. The Metasys Export Utility software extracts historical trends, alarms, and
audit data from an engine or server. You can collect data for analysis from the system and store it
Energy Essentials
Energy Essentials is an optional software feature that you can add to the Metasys Advanced
Reporting System. Energy Essentials 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.
Note: Energy Essentials is discontinued from Release 12.0.
Standard Graphics
Standard Graphics is the default Metasys graphics package used to design equipment and floor
plan graphics in scalable vector based format. The package comprises of two components, Graphics
Stencil Library (GSL) and User Graphics Tool (UGT).
GSL is a set of Visio Stencils, Templates, and add-ons (including Gzip, a compression utility), used
with Microsoft® Visio® Professional 2002 to create graphics for use in your Metasys system. The
graphic files created are imported in the User Graphics Tool (UGT), which has the ability to accept
a wide variety of image formats such as SVGs, SVGZs, or JPG files for background images which can
represent buildings, floor plans, mechanical equipment, and any other image that represents the
location or function of the equipment in the graphic. Within UGT, users can bind their graphics to
Metasys objects. Users can view Standard Graphics on the SMP user interface.
Integrations
BACnet/SC integration
BACnet Secure Connect (BACnet/SC) is a recent update to the BACnet interoperability standard
aimed at improving cybersecurity and network infrastructure integrity. BACnet/SC is defined
in Annex AB of the ASHRAE 135-2020 BACnet protocol standard. BACnet/SC identifies a secure,
encrypted datalink layer specifically designed to meet the requirements, policies, and constraints of
IP networking infrastructures.
From Release 12.0, BACnet/SC is supported by the following components, when these components
are field-upgraded to or factory-shipped with Release 12.0 software:
• Application and Data Server (ADS), ADS-Lite, Extended Application and Data Server (ADX), and
Open Application Server (OAS) series application server software
BACnet/IP integration
BACnet/IP integration is available with a number of Metasys equipment controllers:
• CGE09090 General Purpose Application Controller
• CGE04060 General Purpose Application Controller
• CVE03050-0P VAV Box Controller with Position Feedback
• FAC4911 Advanced Application Field Equipment Controller
• VMA1930 VAV Modular Assembly Controller
Note: You can upgrade existing VMA1930 units in the field, but this model is discontinued
from manufacturing.
These controllers communicate on BACnet/IP networks and support increased network
performance, enabling faster access to data and faster troubleshooting. Metasys BACnet/IP
equipment controllers can be connected to a BACnet/IP building automation network in multiple
ways: as daisy-chained devices, as part of a star (also called home run) network, or as part of a ring
network. Daisy-chained networks require less physical wiring and new devices can be added easily
to the network. In a star network, each controller is connected by Ethernet cable directly back to a
main switch. This configuration reduces the possibility of network failure, but requires more wiring
to install. A ring network is a chain of controllers virtually closed by a software component in an
Ethernet switch. These controllers support Media Redundancy Protocol (MRP). With MRP, a ring of
Ethernet controllers can overcome a single communication failure, with a recovery time faster than
a non-ring (daisy chain or star) architecture. Most networks use combinations of these topologies.
For details, refer to the Metasys IP Networks for BACnet/IP Controllers Technical Bulletin (LIT-12012458).
BACnet/IP is also used to integrate the Simplex Fire System and lighting systems from preferred
partners into the Metasys system. For more information about these integrations, see Simplex Fire
system and Cree and Molex lighting systems, respectively.
LonWorks
The LonWorks network is a local operating network that was developed by Echelon Corporation.
The network is built around the Neuron chip, a microprocessor that combines three CPUs into
one chip. The LonWorks network uses the LonTalk® protocol, a software language for field device
communication. This protocol uses the Open Systems Interconnect (OSI) reference model and
features all seven communication layers for interoperability among control devices.
Modbus
Modbus is one of the most common communication protocols used in the industry. It is openly
published and royalty-free, making it relatively easy to deploy for an industrial network. Modbus
transmits raw bits, or words without placing many restrictions on vendors. Metasys Network
engines support both Modbus RTU (RS-485, RS-232) and Modbus TCP/IP connectivity. The OAS uses
the default network interface and supports Modbus TCP/IP only. For more information, refer to the
Network Engine Commissioning for Modbus Vendor Integration Application Note (LIT-12013150).
M-Bus
M-Bus (Meter Bus) is a European standard (EN 13757-3) that applies to heat and electric meters.
These meters measure the heat absorbed or released by an energy-conveying liquid in a heat-
exchange circuit. An M-Bus level converter is necessary for an M-Bus integration. The converter
connects a network engine to an M-Bus network.
KNX
Use the KNX Bus to control lighting, blinds and shutters, heating, and attendance systems. KNX
(KONNEX) was created out of the EIB (European Installation Bus), BatiBUS, and EHS (European
Home System) protocols. You need a KNX IP Gateway to connect a network engine to a KNX
network.
Working with SCT Release 11.x or later at Metasys Release 8.x and later
SCT Release 11.x or later features new functionality to save time by simplifying the configuration
process for sites using the Metasys UI. SCT's most valuable enhancement, Rapid Archive Creation,
uses controller application files and templates to efficiently build site archives in a fraction of the
time from previous releases.
In addition to Rapid Archive Creation, SCT now permits spaces and equipment-only downloads
and auto-discovery of serving relationships for Metasys UI. The Downloading Only Metasys UI
Spaces and Equipment options enables sites to download Metasys UI spaces and equipment
information to your Release 7.0 or later server class device (ADS, ADX, or ADS-Lite) through the
Manage Archive Wizard. This new download feature is not intended to replace a full download to
your server; instead it offers a specific and simplified download for JCT configuration.
Auto-Discovery of Serving Relationships uses a matching algorithm to automatically fill Serving and
Served By columns in the Equipment Discovery window. Enhancements to the Find and Replace
functionality give you increased control over Equipment Name and Equipment Descriptions to aid
in more accurate auto-discovery matches.
LCS85 compatibility
There are no known issues with the integration of the LCS85 to a Metasys Release 12.0 site.
Figure 10: Multiple network engines system configuration with Metasys Server Site Director
Figure 12 shows at a high level the difference between the unified and split ADX configurations.
Split ADX configurations are supported for 10-, 25-, 50-, or 100-user ADXs. For example, if you
require your database server to be separate from your application servers, you may want to use an
ADX split configuration.
The following figure illustrates the failover scenario of the BACnet/SC network, where the Primary
Hub is offline and nodes get re-routed to the Failover Hub.
For more information about the BACnet/SC topology and BACnet/SC more generally, refer to
BACnet/SC Workflow Technical Bulletin (LIT-12013959).
Table 24: Maximum number of users supported on Metasys Server type Site Directors
Type of Metasys Computer supported platform Site Metasys UI Users
Server Desktop Server Management (up to)
Portal (SMP)
Users (up to)
ADS05U Yes - 5 5
OASSTD Yes
11
Yes
22 5 5
OASMIN Yes
1
Yes
2
5 5
ADX10U - Yes 10 25
ADX25U - Yes 25 25
ADX50U - Yes 50 50
ADX100U
33 - Yes 100 50
1 Virtual Machine or Turnkey only.
2 Virtual Machine only.
3 Metasys for Validated Environments does not support the 100 user ADX.
See SNE Series Network Engines for details about SNE Series of Network Engines and see SNC
Series Network Control Engines for details about SNC Series of Network Control Engines.
Note: Alarms and trends from equipment controllers connected to any of these contribute to
the overall totals.
SCT limitations
Table 29: SCT limitations
Description Supported Comments
Max. number of simultaneous 1
users
Max. number of concurrently 10
active archives
Max. size of an active 10 GB Using supported Microsoft
database or project in SCT SQL Server 2019 Express or
Microsoft SQL Server 2017
Express
No limit Using supported Microsoft SQL
Server Software
For further details refer to the Troubleshooting section in the Controller Tool Help (LIT-12011147).
Microsoft® Edge® version 100 or later Google® Chrome™ version 100 or later
33
22
Apple® Safari® 15 or later 44
Apple® Safari® 15 or later
• Note: Metasys Advanced Reporting System does not support SQL Server
2019.
• Note: Metasys Advanced Reporting System does not support SQL Server
2019.
Metasys UI
Additional Software Included Microsoft .NET Framework 4.7.2
with the ADX Software Microsoft .NET 6.0.6
Download Launcher Software
Metasys Database Manager software
Metasys Advanced Reporting System software
RabbitMQ Server 3.11.7
Erlang OTP 25.2 (13.1.3)
Note: The Metasys Advanced Reporting System requires an ADX. The SCT
computer must be online and accessible to the ADX at all times.
Optional Hardware Any network or local printer supported by the qualified Windows operating system
Optional Software Graphic Generation Tool
CCT Software
SCT Software
Metasys Export Utility
1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not
usable. Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/
server recommendations.
2 For best performance, use SSD (preferred) or SAS hard drives (not SATA hard drives) that use RAID controllers with
write-caching enabled.
3 For best performance, use the maximum amount of memory. An ADX with 32 GB RAM has much greater performance
than an ADX with only 16 GB RAM.
4 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
For SQL Server software, you must purchase SQL Server software licenses per the guidelines listed
here: SQL Server 2019, SQL Server 2017, and SQL Server 2016.
• Note: Metasys Advanced Reporting System does not support SQL Server
2019.
• Note: Metasys Advanced Reporting System does not support SQL Server
2019.
Metasys UI
Additional Software Included Microsoft .NET Framework 4.7.2
with the ADX Software Microsoft .NET 6.0.6
Download Launcher Software
Metasys Database Manager software
Metasys Advanced Reporting System software
RabbitMQ Server 3.11.7
Erlang OTP 25.2 (13.1.3)
Note: The Metasys Advanced Reporting System requires an ADX. The SCT
computer must be online and accessible to the ADX at all times.
Optional Hardware Any network or local printer supported by the qualified Windows operating system
Optional Software Graphic Generation Tool
CCT Software
SCT Software
Metasys Export Utility
1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not
usable. Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/
server recommendations.
2 For best performance, use SSD (preferred) or SAS hard drives (not SATA hard drives) that use RAID controllers with
write-caching enabled.
3 ADX prerequisite software includes the Windows operating system and SQL Server software, Windows .NET Framework,
and any other software or service packs required for your ADX configuration.
4 For best performance, use the maximum amount of memory.
5 The web/application and database servers must have the same operating system installed.
6 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
For SQL Server software, you must purchase SQL Server software licenses per the guidelines listed
here: SQL Server 2019, SQL Server 2017, and SQL Server 2016.
• Note: Metasys Advanced Reporting System does not support SQL Server
2019.
• Note: Metasys Advanced Reporting System does not support SQL Server
2019.
Metasys UI
Additional Software Included Microsoft .NET Framework 4.7.2
with the ADX Software Microsoft .NET 6.0.6
Download Launcher Software
Metasys Database Manager software
Metasys Advanced Reporting System software
RabbitMQ Server 3.11.7
Erlang OTP 25.2 (13.1.3)
Note: The Metasys Advanced Reporting System requires an ADX. The SCT
computer must be online and accessible to the ADX at all times.
For SQL Server software, you must purchase SQL Server software licenses per the guidelines listed
here: SQL Server 2019, SQL Server 2017, and SQL Server 2016.
Metasys UI
Additional Software Included with the Microsoft .NET Framework 4.7.2
ADX Software Download Microsoft .NET 6.0.6
Launcher Software
Metasys Database Manager software
Metasys Advanced Reporting System software
RabbitMQ Server 3.11.7
Erlang OTP 25.2 (13.1.3)
Note: The Metasys Advanced Reporting System requires an ADX. The SCT
computer must be online and accessible to the ADX at all times.
Optional Hardware Any network or local printer supported by the qualified Windows operating system
Optional Software Graphic Generation Tool
CCT Software
SCT Software
Metasys Export Utility
1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not
usable. Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for more information regarding computer/
server recommendations.
2 For best performance, use SSD (preferred) or SAS hard drives (not SATA hard drives) that use RAID controllers with
write-caching enabled.
3 ADX prerequisite software includes the Windows operating system and SQL Server software, Windows .NET Framework,
and any other software or service packs required for your ADX configuration.
4 For best performance, use the maximum amount of memory. An ADX with 64 GB RAM has much greater performance
than an ADX with only 32 GB RAM.
5 The web/application and database servers must have the same operating system installed.
6 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
For SQL Server software, you must purchase SQL Server software licenses per the guidelines listed
here: SQL Server 2019, SQL Server 2017, and SQL Server 2016.
Ethernet ports
22 2
Wireless card
33 M.2
Note: The OAS Turnkey does not meet the minimum requirements to run the fault detection
and fault triage features.
If you install the OAS on a virtual machine, review the following table to verify that you meet the
minimum hardware and software requirements.
Table 41: OAS application hardware and software requirements
Recommended computer platform Intel Core i7-8700 Processor, Six Cores, 3.20 GHz
or better
Note: Match the specs of the ADS/ADX rec-
ommendations that correspond to the site
characteristics. For example, the number of
users, the number of engines and objects,
and site traffic. If you host the OAS on a vir-
tual machine, match the recommendations
listed in the Network and IT Guidance Technical
Bulletin (LIT-12011279).
Two 500 GB hard disk with 40 GB free space
after you install all prerequisite software and
before you install OAS software. Configure RAID 1
(mirroring) with disk write caching enabled
Note: Prerequisite software includes the sup-
ported operating system, database software,
and .NET Framework.
Memory Minimum: 8 GB
Note: The VM host must have at least 8 GB of
allocated RAM at all times. When you config-
ure the VM, do not select the enable dynamic
memory option.
Other browsers, such as Mozilla® Firefox®, may also be used but are not fully
supported. You use the web browser to download the Launcher application. After you
install the Launcher application, you use the Launcher, not the web browser, to log in to
the Site Management Portal (SMP) user interface.
Supported web browser Windows® Internet Explorer® 11.0.9600.18816 Update version 11.0.47 or later
software for Metasys UI clients
Notes:
• You use the web browser to download the Launcher. The Metasys UI does not
support Internet Explorer 11 on Windows 10 operating systems.
• To ensure that websites appear and function correctly, select the Use
Microsoft compatibility lists option, found under Tools > Compatibility
View Settings.
• Metasys UI does not support InPrivate Browsing. To exit InPrivate Browsing,
close the browser window and open a new browser window.
server recommendations.
2 For best performance, use Serial Attached SCSI (SAS) hard drives, not Small Computer System Interface (SCSI) hard
drives.
3 It is recommended to use RAM that the computer supports.
4 Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft Windows operating system
settings that may be required for your Metasys system configuration.
Notes:
• Refer to the Network and IT Guidance Technical Bulletin (LIT-12011279) for specific Microsoft
Windows OS setting requirements for your Metasys system configuration.
• For information on licensing Microsoft SQL Server, refer to the Microsoft SQL Server Licensing
Guide for your edition of Microsoft SQL Server.
Table 44: SCT System Requirements
Specification Description
Product code TL-SCT-0
TL-SCT-P
Full server platform Intel® Core™ i7-8700 processor, Six Core, 3.20GHz.
20 GB minimum free hard disk space available. Use a Solid State Drive
(SSD) to significantly improve performance compared to other types of
hard disks.
8GB to 16GB 2666MT/s, Dual Rank DDR UDIMM
The performance specifications are nominal and conform to acceptable industry standard. For
application at conditions beyond these specifications, consult the local Johnson Controls® office. Johnson
Controls shall not be liable for damages resulting from misapplication or misuse of its products.
The performance specifications are nominal and conform to acceptable industry standard. For
application at conditions beyond these specifications, consult the local Johnson Controls® office. Johnson
Controls, Inc. shall not be liable for damages resulting from misapplication or misuse of its products.
Power Requirement Dedicated nominal 24 VAC, Class 2 power supply (North America),
SELV power supply (Europe), at 50/60 Hz (20 VAC minimum to 30 VAC
maximum)
Power Consumption 25 VA maximum
Ambient Operating 0°C to 50°C (32°F to 122°F); 10% to 90% RH, 30°C (86°F) maximum dew
Conditions point
Ambient Storage -40°C to 70°C (-40°F to 158°F); 5% to 95% RH, 30°C (86°F) maximum dew
Conditions point
Data Protection Battery Supports data protection on power failure. Rechargeable NiMH battery:
3.6 VDC 500 mAh, with a typical life of 5 to 7 years at 21°C (70°F);
Product Code Number: MS-BAT1020-0
Processor 192 MHz Renesas SH4 7760 RISC processor
Memory 128 MB flash nonvolatile memory for operating system, configuration
data, and operations data storage and backup
128 MB SDRAM for operations data dynamic memory
Operating System Microsoft Windows Embedded CE 6.0 (Release 9.0.6)
Buildroot 2017.8.2 with Linux kernel 14.4 (Release 9.0.7 patch or later)
Network and Serial • One Ethernet port; connects at 10 or 100 Mbps; 8-pin RJ-45
Interfaces connector
• One optically isolated RS-485 port; 9.6k, 19.2k, 38.4k, or 76.8k baud
(depending on protocol); with a pluggable and keyed 4-position
terminal block (FC Bus available on NAE351x and NAE451x models
only)
• One LonWorks port; FTT10 78 Kbps; pluggable, keyed 3-position
terminal block (LonWorks port available on NAE352x-x and NAE452x
models only). The LonWorks models are supported to run the
Metasys Release 9.0 software, but not the Release 9.0.7 patch or
later.
• One RS-232-C serial port with standard 9-pin sub-D connector that
supports standard baud rates.
• Second serial port, on models without an internal modem, that
supports an optional, user-supplied external modem. Modem
functions are available with Metasys Release 9.0, but are not
available after the NAE is patched with Release 9.0.7 patch or later.
• One USB serial port with standard USB connector that supports
an optional, user-supplied external modem. Modem functions are
available with Metasys Release 9.0, but are not available after the
NAE is patched with Release 9.0.7 or later.
Housing Plastic housing material: ABS polycarbonate
UL94-5VB Protection: IP20 (IEC 60529)
Mounting On a flat surface with screws on three mounting clips or a single 35 mm
DIN rail
Technical specifications
Table 52: NAE5510-2U (UL 864, Smoke Control) technical specifications
Power requirement Dedicated nominal 24 VAC, Class 2 power supply for North America at
50/60 Hz, 20 VAC minimum to 30 VAC maximum
Power consumption 50 VA maximum
Ambient operating 0°C or 32°F to 50°C or 122°F; 10% to 90% RH, 30°C or 86°F maximum
conditions dew point
Ambient storage -40°C or 104°F to 70°C or 158°F; 5% to 95% RH, 30°C or 86°F maximum
conditions dew point
Data protection battery Supports data protection on power failure. Rechargeable gel cell
battery: 12 V, 1.2 Ah, with a typical life of 3 to 5 years at 21°C or 70°F;
Product Code Number: MS-BAT1010-0
Clock battery Maintains real-time clock through a power failure. Onboard cell; typical
life 10 years at 21°C or 70°F
Processor 1.6 GHz Intel Atom® processor
Memory 4 GB flash nonvolatile memory for operating system, configuration
data, and operations data storage and backup.
1 GB SDRAM for operations data dynamic memory for all models
Operating system Metasys system Release 8.1 uses Microsoft Windows Standard 2009
Network and serial • One Ethernet port; 10/100/1000 Mbps; 8-pin RJ-45 connector
interfaces • Two optically isolated RS-485 ports; 9.6k, 19.2k, 38.4k, or 76.8k baud;
pluggable and keyed 4-position terminal blocks
• Two RS-232-C serial ports, with standard 9-pin sub-D connectors,
that support all standard baud rates
• Two USB serial ports; standard USB connectors. However, these
ports are not supported on Smoke Control NAEs
Housing Plastic housing with internal metal shield
Plastic material: ABS + polycarbonate
Table 53: NAE55xx-3 (UL 916, Energy Management) and NAE5510-3U (UL 864, Smoke Control)
technical specifications
Power requirement Dedicated nominal 24 VAC, Class 2 power supply (North America),
SELV power supply (Europe), at 50/60 Hz (20 VAC minimum to 30 VAC
maximum)
Power consumption 50 VA maximum
Ambient operating 0°C or 32°F to 50°C or 122°F; 10% to 90% RH, 30°C or 86°F maximum
conditions dew point
Ambient storage -40°C or -104°F to 70°C or 158°F; 5% to 95% RH, 30°C or 86°F maximum
conditions dew point
Data protection battery Supports data protection on power failure. Rechargeable gel cell
battery: 12 V, 1.2 Ah, with a typical life of 3 to 5 years at 21°C (70°F);
Product Code Number: MS-BAT1010-0
Clock battery Maintains real-time clock through a power failure. Onboard cell; typical
life 10 years at 21°C or 70°F
Product warranty
This product is covered by a limited warranty, details of which can be found at
www.johnsoncontrols.com/buildingswarranty.
Software terms
Use of the software that is in (or constitutes) this product, or access to the cloud, or hosted services
applicable to this product, if any, is subject to applicable end-user license, open-source software
information, and other terms set forth at www.johnsoncontrols.com/techterms. Your use of this
product constitutes an agreement to such terms.
Patents
Patents: https://jcipat.com
Contact information
Contact your local Johnson Controls representative: www.johnsoncontrols.com/locations
Contact Johnson Controls: www.johnsoncontrols.com/contact-us