Metasys System Software Purchase Options Product Bulletin

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Metasys System Software PurchaseOptions Product BulletinBuilding Technologies & 5-07Release 11.0

2Metasys System Software Purchase Options Product Bulletin

ContentsContentsOverview. 5What's new. 6Metasys software definitions. 6Metasys software package details. 7New Metasys software. 7Metasys upgrade software. 8Metasys migration software. 8Site subscription services. 9Configuration tool use. 10Metasys copy software. 10Licensing information. 11Software licensing. 11ADS/ADX concurrent users. 11Ordering information. 12Product warranty. 21Software terms. 21Patents. 21Contact information. 21Metasys System Software Purchase Options Product Bulletin3

4Metasys System Software Purchase Options Product Bulletin

OverviewJohnson Controls offers a variety of Metasys software packages scaled to meet the requirementsof your Metasys sites.In addition to software options for new Metasys installations, we also offer upgrade, migration, andsite subscription software packages to continually improve and expand your existing Metasys sites.These various software offerings allow you to keep your Metasys site up-to-date, with the latestfeatures, capabilities, and performance enhancements that increase the value of your investment.The current software release version varies by Metasys product. See Table 6 in Orderinginformation for the current version of each product.Metasys software offerings include the following: New software: New Metasys software is available for sites that do not have a previous versionof the Metasys software installed. Upgrade software: Metasys upgrade software provides the latest software revision for thefollowing products: Application and Data Servers/Extended Application and Data Servers(ADSs/ADXs), Open Application Servers (OASs), Metasys for Validated Environments (MVE)extended architecture software, Network Engines (NxE85s), and LonWorks Control Servers(LCS85s) on sites with previous versions of the Metasys software. Migration software: Metasys migration software enables you to migrate from a previousmajor release to a more current release, and increase or decrease the number of users onyour existing Metasys site. Feature software: Metasys feature software includes add-on applications that offer additionalfunctionality to the Metasys system. For Metasys UI, such add-ons include fault detection andfault triage. For the Open Application Server (OAS), add-ons include historical data, potentialproblem areas, and scheduled reports. Other applications are FIPS 140-2 compliance, ActiveDirectory Federation Services (ADFS), and an API for monitoring and commanding the Metasyssystem. Site subscription services: A Metasys site subscription service provides automatic andeconomical Metasys upgrades for either one full year or three full years after purchase. Copy software: Copy software is a duplicate copy of software available for customers whowant a DVD reproduction of the current Metasys software package to remain at the Metasyssite.Depending on the package, Metasys software options include Metasys server, network engine, userinterface applications, system and controller configuration tools, database utilities, and reportingtools. Some Metasys software packages include Microsoft SQL Server database software. SeeTable 4 for specific product information.Metasys System Software Purchase Options Product Bulletin5

What's newThe following products and product codes are introduced at Metasys Release 11.0: Active Directory Federation Services (ADFS): M4-ADFS-0 Fault Detection: M4-FAULT-0 Fault Triage: M4-TRIAGE-0 FIPS 140-2 compliance: M4-FIPS-0 OAS Minimum: M4-OASMIN-0 Performance Verification Tool (PVT): TL-PVTMAX-0 and TL-PVTBASIC-0The following products and product codes are no longer offered at Metasys Release 11.0: Advanced Graphics Application (AGA): MS-ADVGRF-x Graphic Generation Tool (GGT): MS-GGT-0The Open Data Server (ODS) is available, but at Release 10.1 (MS-ODS25K-0 and MS-ODS25KSQL-0).Metasys software definitionsHere are some definitions of terms to help you determine the most efficient and economical way tobuild, maintain, and enhance your Metasys sites.Major releaseA major Metasys software release includes significant new products, features, and enhancements.Major releases are indicated by a new major release number followed by a dot zero (x.0). Forexample, Release 10.0 and Release 11.0 are major releases. Upgrading Release 9.x or 10.x softwareto Release 11.0 is a major upgrade.Minor releaseA minor Metasys software release provides minor product and feature enhancements. Minorreleases are indicated by a new minor release number following the associated major releasenumber. For example, Release 10.1 is a minor release. Therefore, in this example, upgradingRelease 10.0 software to Release 10.1 is a minor upgrade.RequiredA required third-party software application or component is necessary to install and operate aMetasys system. Required software may be included with your Metasys software purchase; somerequired software must be purchased separately. Examples of required software include supportedMicrosoft operating systems (OSs), Microsoft SQL Server database software, and third-partyantivirus software.IncludedAn included software application or component is part of your Metasys software purchase. Includedsoftware may be required or may be optional software applications, components, or tools thatprovide additional functions and features. Optional Metasys software components and toolssuch as the Metasys Export Utility (MEU), Energy Essentials, System Configuration Tool (SCT), andController Configuration Tool (CCT) are not included with ADS/ADX software. These products mustbe purchased and licensed separately. See Table 4 and Table 5 in Ordering information for moreinformation on the software included in the Metasys offerings.6Metasys System Software Purchase Options Product Bulletin

Purchased separatelyRequired or optional software that is not included with your Metasys software purchase and mustbe purchased from Johnson Controls or a third-party vendor. For example, Microsoft OSs andantivirus software must be purchased separately. Depending on the Metasys software package,SQL Server software may be included or may need to be purchased separately.Software licenseA Metasys software package and end-user license agreement is required for each ADS/ADX, ADSLite, ODS, OAS, MVE, NAE85, and LCS85 on a Metasys system site. Each computer or server packageon a site must be licensed after a new installation and re-licensed after any major upgrade to thecurrent release. Also, every ADS/ADX that is migrated must be re-licensed after the migration. Manyother software applications and tools require licensing. See Licensing information for more details.Metasys for Validated EnvironmentsMetasys for Validated Environments (MVE) extended architecture is for facilities that requireregulatory compliance for their environmental systems. MVE brings the flexibility and convenienceof a web interface to your regulated facility. MVE is specifically designed to help customers addressUnited States Food and Drug Administration (USFDA) Title 21, Code of Federal Regulation (CFR) Part11 compliance.MVE software does not include an ADX; you must order ADX software separately from MVEsoftware. The MVE product codes are MS-MVE-0 (new) and MS-MVE-6 (upgrade). The user capacityof the MVE software is determined by the user capacity of the purchased ADX software. Forexample, if you purchase a 25-user ADX, ordering MS-MVE-0 supports a 25-user MVE site. For moreMVE product information, refer to Metasys for Validated Environments, Extended Architecture CatalogPage (LIT-1900466).Important: You can only install MVE software on a Metasys ADX, and the ADX and validatednetwork engines on the Metasys network must be at the same release level as the MVEsoftware.Metasys software package detailsSee the various tables under Ordering information for software package descriptions, included andrequired software, number of users, number of objects, and product code numbers for orderingnew, upgrade, migration, and site subscription Metasys software packages.New, upgrade, migration, and site subscription software packages do not include the requiredMicrosoft operating systems. Some Metasys software packages do not include the required SQLServer database software. Antivirus software is not included. Required or optional third-partyapplications must be purchased separately. The required Metasys hardware (computers, servers,engines, and controllers) is not included with Metasys software packages.Upgrading or migrating your Metasys system may require upgrading third-party software suchas the Microsoft OS and the SQL Server database software. All third-party upgrades must bepurchased separately (except for the Metasys software packages that include SQL Server).Only Johnson Controls technicians or Johnson Controls authorized representatives may installMetasys software. Metasys software prices may not include the labor to install the software.New Metasys softwareNew software is current-release Metasys software packages for original (new project) installationat sites that do not have a previous release of Metasys software installed. New Metasys softwarepackages are identified by a -0 suffix on the product code number.Metasys System Software Purchase Options Product Bulletin7

Note: ADS/ADX and ADS-Lite software packages are sold per computer or server, not per site.You must license new Metasys software after installation. For information on licensing, seeLicensing information.Metasys upgrade softwareUpgrade software is current-release Metasys software for upgrading products, such as the ADS/ADX, OAS, MVE, NAE85, and LCS85, at sites that have a previous major release of the Metasyssoftware already installed (for example, upgrading Release 10.x or earlier software to Release 11.0).Metasys upgrade software packages are identified by a -6 suffix on the product code number.Metasys upgrade software packages may also include upgrades to the current supported MicrosoftSQL Server software (for example, upgrading an existing ADX10 to an ADX10SQL).For major upgrades (for example, upgrading Release 10.x or earlier to Release 11.0), you mustpurchase a current Metasys upgrade software package.For minor upgrades (for example, upgrading Release 10.0 to Release 10.1), your Johnson Controlsrepresentative can upgrade the site.Note: Typically, there is no cost for ADS/ADX software for minor upgrades. However, not allminor release software packages are at no cost. For more information, contact your localJohnson Controls representative.For a nominal cost, you can also purchase a DVD copy of the upgrade software for your Metasyssite. See Metasys copy software for details.To determine if you must re-license your upgrade software, see Licensing information.Metasys migration softwareMigration software is current Metasys software packages for upgrading an existing ADS or ADXto the current release version and migrating the ADS or ADX to a different number of users. Forexamples, see Table 1. Metasys migration software packages are identified by a -8 suffix on theproduct code number. See Table 6 for software migration code number examples.Table 1: Migration options from Release 10.x or earlier to Release 11.0From Release 10.x or earlierTo Release 11.010-User ADX5-User ADS25-User ADX50-User ADX100-User ADX5-User ADS10-User ADX25-User ADX50-User ADX100-User ADX5-User ADS25-User ADX10-User ADX50-User ADX100-User ADX8Metasys System Software Purchase Options Product Bulletin

Table 1: Migration options from Release 10.x or earlier to Release 11.0From Release 10.x or earlierTo Release 11.05-User ADS10-User ADX50-User ADX25-User ADX100-User ADXAll software migrations require re-licensing after the migration. The software license reflects thenumber of users and the object count for which the software is licensed. For more information onlicensing, see Licensing information.The following table lists the history of Metasys servers and various tools with their release datesand release numbers, from year 2013 to the present.Table 2: History of Metasys Software and Tool releasesMetasys1Server12Metasys UI2Release DateMetasysLauncherSCT/SCT Pro3CCTNAEUpdateToolJanuary 20136.0N/A1.36.010.06.0June 20136.1N/A1.36.110.06.1February 20146.5N/A1.46.510.06.5October 20157.01.5 or 1.5.11.47.010.17.0December 20157.01.5 or 1.5.11.410.010.17.0September 20168.02.01.511.010.211.0February 20178.12.11.611.110.211.1August 20179.03.01.712.010.312.0December 201810.0,4.01.713.013.013.0September 201910.14.11.713.213.113.2October 202011.05.02.014.014.014.0123Includes ADS, ADX, and ADS-Lite.Metasys UI is part of the Metasys server installation at Release 8.0 and later.SCT Pro is installed with SCT Release 13.0 and later.Site subscription servicesSite subscription services ensure that the subscriber automatically receives every major and minorMetasys release upgrade for either 1 year or 3 years after purchasing the site subscription. Theupgrade software on media or disks is no longer sent automatically to the customer when thenext release is available. Software is now available for download and licensing through the LicensePortal. For customer sites that do not have Internet access, an offline method for obtaining alicense is available. For details, refer to Software Manager Help (LIT-12012389).A newly placed 1-year subscription service order is active for 1 year from the day that the subscriberis billed for the service. For a newly placed 3-year subscription service order, the order is active for3 years from the day that the subscriber is billed. However, for either level of service, the subscriberdoes not receive any software until the next Metasys release (major or minor) is available forshipping. When the next release is available, subscription service orders are automaticallyprocessed. Metasys site subscription software packages are identified by an -SCS (1 year) or -SC3 (3year) suffix on the product code number.Metasys System Software Purchase Options Product Bulletin9

When ordering a site subscription service, simply identify the Metasys software package orpackages on the site for which you want to purchase a subscription service. If you purchase a sitesubscription for the Metasys Server software, you also receive one copy of the latest versions of thefollowing products: Network Engine images Metasys Export Utility SCT CCT Field controller package filesWhen you purchase a site subscription, your Metasys site must be at the current major releaselevel. For example, if you have ADS/ADX Release 10.x software and the currently available releasefor an ADS/ADX is Release 11.x, you must purchase an upgrade to Release 11.0 before you canpurchase a site subscription.For an MVE site that has a subscription service, you must order the appropriate ADX sitesubscription as well as the MVE site subscription. Ordering just the MVE subscription does notinclude the ADX.Site subscription services are not automatically renewed. You must renew your site subscriptionat the end of the site subscription agreement. Metasys site subscription services have a no-refundpolicy.Configuration tool useThe Metasys Configuration Tools require licensing before use. These tools include the following: System Configuration Tool Release 14.0 Controller Configuration Tool Release 14.0 Metasys Field Controller Package Johnson Controls Sensor/Actuator (SA) Bus Device PackageFor licensing information, refer to Software Manager Help (LIT-12012389) and the specific productinstallation guides for these tools.Metasys copy softwareFor a nominal cost, you can purchase a DVD reproduction of the Metasys software packageinstalled on your Metasys site. These copies contain unlicensed software that can be licensed afterinstallation with the Software Manager. Copy software is available only for the current Metasysrelease; you cannot order copy software for any previous Metasys releases. Metasys copy softwarepackages are identified by an MS-COPY- prefix on the product code numbers.Copy software is the only method to obtain DVDs of Metasys software packages. All Metasyssoftware is available for download and licensing through online distribution on the License Portal,including network engine images.10Metasys System Software Purchase Options Product Bulletin

Licensing informationThe following Metasys software and tools require licensing with the Software Manager and theonline licensing portal: Metasys Server: ADS, ADX, ADS-Lite, OAS, ODS Metasys software engine: NAE85, LCS85 Metasys Export Utility Energy Essentials SCT CCT with Generic SA Bus Device Package Metasys Field Controller Package (FCP) files Monitoring and Commanding API Active Directory Federation Services (ADFS) for Metasys Server Metasys Fault Detection Metasys Fault Triage (requires licensed Metasys Fault Detection) Metasys OAS Potential Problem Areas Add-on Metasys OAS Historical Data Add-on Metasys OAS Scheduled Reports Add-on Metasys OAS Add-on for 2 EnginesThe Metasys applications and tools listed above do not function until licensed. Licensing is requiredafter a new installation and after a major upgrade or migration. However, when you upgradean application to a minor release, re-licensing is not required; you can continue using the samelicense. MVE software is the only exception; it requires re-licensing for both major and minorreleases.Software licensingThe Software Manager and its associated License Portal are used to license Metasys softwareproducts. For more information, refer to Software Manager Help (LIT-12012389) and the specificMetasys software product installation guides.ADS/ADX concurrent usersUse the following table to help you determine which ADS/ADX user product that you need to order.The table provides examples of the total number of supported users who can be simultaneouslylogged on the SMP and Metasys UI.Table 3: Examples of ADS/ADX/ADS-Lite concurrent usersADS/ADX type5-user ADS/ADS-LiteExamples of ADS/ADX concurrent usersSMP UIMetasys UI052350Metasys System Software Purchase Options Product Bulletin11

Table 3: Examples of ADS/ADX/ADS-Lite concurrent usersADS/ADX type10-user ADX25-user ADX50-user ADX100-user ADXExamples of ADS/ADX concurrent usersSMP UIMetasys 550505075251000For example, as shown in Table 3, with a 5-user ADS or ADS-Lite, 5 Metasys UI users are supportedif 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 userrestriction applies to a 100-user ADX: no more than 50 Metasys UI users are supported, regardlessof the number of SMP users.Ordering informationThe following tables provide product codes for ordering new software, upgrades, migrations, andsite subscriptions. Table 4: provides Metasys software package details, including number of users and requiredSQL Server database software. The ADS and ADS-Lite software requires a desktop computerplatform, and the ADX and NAE85 software requires a full server platform. Table 5: lists the included or enabled software for the base software packages. Table 6: shows the new, upgrade, migration, and site subscription service packages availableat the current release.The base product codes described in Table 4 are not orderable software packages. See Table 6and Table 7 for the complete product code numbers for the Metasys software packages that areavailable at Release 11.0. For more information regarding software license requirements, refer tothe Microsoft Windows Operating System and SQL Server Software License Requirements appendix ofthe Network and IT Guidance Technical Bulletin (LIT-12011279).12Metasys System Software Purchase Options Product Bulletin

Table 4: Metasys software package details - Part 1131Metasys UI4Base Product Code(Without Product Code1SMP UISuffix)SQL Server Database Software RequirementsFull SQL ServerSQL Server Express Database Software Full SQL ServerDatabase Software24Software luded)Separately)2Maximum Number of Release 10.1 only)MS-ODS25KSQL(Release 10.1 only)MS-NXE8544MS-LCS851234XXXThis number is a maximum number of users logged into the SMP UI or the Metasys UI, and is not the total concurrentusers. For more information on supported concurrent users for the ADS/ADX, see ADS/ADX concurrent users.For operation on a desktop computer platform only.Includes SQL Server 2017 Express with CU17 software, which is installed for you during the installation of the MetasysServer software.For operation on a full server platform only.Table 5: Metasys software package details - Part 2Metasys Software Included with BaseProductNetworkBase Product CodeEngine Images(Without Product MetasysAdvancedIncluded forCode Suffix)DatabaseReportingNew, Upgrades,ManagerMigrations, DX25UMS-ADX25SQLMS-ADX50UXXXXXXXXXXMetasys Software Purchased SeparatelyMetasysExportSCT, CCTUtility(Optional)XXXXXXXXXXXXXXXXXXMetasys System Software Purchase Options Product BulletinEnergyEssentials(Optional)Fault Detectionand FaultTriage(Optional)XXXXXXXXXXX13

Table 5: Metasys software package details - Part 2Metasys Software Included with BaseProductNetworkBase Product CodeEngine Images(Without Product MetasysAdvancedIncluded forCode Suffix)DatabaseReportingNew, Upgrades,ManagerMigrations, X100UXXXMS-ADX100SQL2XXXMetasys Software Purchased SeparatelyMetasysExportSCT, nal)XXXXFault Detectionand XXXXXM4-OASSTDXXXXM4-OASMINXXXMS-ODS25K(Release 10.1 only)MS-ODS25KSQL(Release 10.1 only)XXXXXXXXMS-NXE85XMS-LCS85XMS-MULTENGXTable 6 provides the product code numbers for ordering the new, upgrade, migration, and sitesubscription Metasys software packages that are available at Release 11.0. (See Table 4 for moreinformation regarding the software that is included in the Metasys software packages.)14Metasys System Software Purchase Options Product Bulletin

Table 6: Metasys software packages and product code numbersBase ProductCodeNew SoftwareProduct CodeCurrent NumberRelease (-0 currentVersion release or-0P previousrelease [9.0])ProductDescriptionUpgradeSoftwareProduct CodeNumber(-6 currentrelease or-6P previousrelease [9.0])MigrationSoftwareProduct CodeNumberSite SubscriptionServiceProduct CodeNumberSCS 1 yearSC3 3 years22MS-ADS05U-SCSApplication andData Serverwith SQL ServerExpress 2017 CU17 included1Release C3MS-ADSONLY-(5 lication andData Server1MS-ADX10URelease MS-ADX10U-011.0MS-ADX10U-0P(10 tion andData Server withSQL Server 20174MS-ADX10SQL-6MS-ADX10SQL-84software includedReleaseMS-ADX10SQL-011.0(10 on andData Server1MS-ADX25URelease MS-ADX25U-011.0MS-ADX25U-0P(25 cation andData Server withSQL Server 20174software X25SQL-8(25 users)2MS-ADX50U-SCS1MS-ADX50UExtendedApplication andData ServerMS-ADX50U-SC3ReleaseMS-ADX50U-011.0(50 DX50ONL2,3SC3Metasys System Software Purchase Options Product Bulletin15

Table 6: Metasys software packages and product code numbersBase ProductCodeExtendedApplication andData Serverwith SQL Server2017 softwareReleaseMS-ADX50SQL-04included; for use 11.0on server withsingle processor/4cores1UpgradeSoftwareProduct CodeNumber(-6 currentrelease or-6P previousrelease [9.0])MigrationSoftwareProduct CodeNumberMS-ADX50SQL-6MS-ADX50SQL-8Site SubscriptionServiceProduct CodeNumberSCS 1 yearSC3 3 years(50 users)ExtendedApplication andData Server withSQL Server 2017software licenseRelease4MS-ADX50SQL2-0 MS-ADX50SQL2-6 MS-ADX50SQL2-8included; for use 11.0on server withdual DescriptionNew SoftwareProduct CodeCurrent NumberRelease (-0 currentVersion release or-0P previousrelease [9.0])(50 users)MS-ADX100U-SCSMS-ADX100UExtendedApplication andData DX100U-6MS-ADX100U-8(100 QL21ExtendedApplication andData Server withSQL Server 2017software licenseReleaseMS-ADX4MS-ADX100SQL2-0 MS-ADX100SQL2-6included; for use 11.0100SQL2-8on server withdual processors/8cores5(100 users)66MS-ADSLE5U77MS-ADSLA5U16Application andReleaseData Lite-E ServerMS-ADSLE5U-011.0(5 users)Application andReleaseData Lite-A ServerMS-ADSLA5U-011.0(5 users)MS-ADSLE5U-6MS-ADS05U-8MS-ADSLA5U-6Metasys System Software Purchase Options Product Bulletin

Table 6: Metasys software packages and product code numbersM4-OASSTDM4-OASMINProductDescriptionOpen ApplicationServer for useon a desktopcomputer or fullReleaseserver platform;M4-OASSTD-011.025,000 objects;support for twoengines(5 users)Open ApplicationServer for useon a desktopcomputer or full ReleaseM4-OASMIN-0server platform; 11.025,000 objects; noengine support(5 users)Open Data Serverfor use on adesktop computer1MS-ODS25KReleaseor full serverMS-ODS25K-0(Release 10.1 only) platform; 25,000 10.1objectsUpgradeSoftwareProduct CodeNumber(-6 currentrelease or-6P previousrelease [9.0])MigrationSoftwareProduct CodeNumberSite SubscriptionServiceProduct CodeNumberSCS 1 yearSC3 3 years8M4-OASSTD-SCS8Base ProductCodeNew SoftwareProduct CodeCurrent NumberRelease (-0 currentVersion release or-0P previousrelease N-6MS-ODS25K-6MS-ODS25K-SCS2MS-ODS25K-SC32(5 users)Open Data Serverwith SQL Server2014 SP3 software1MS-ODS25KSQLlicense included; ReleaseMS-ODS25KSQL-0 MS-ODS25KSQL-6for use on a full10.1(Release 10.1 only)server platform;25,000 objectsM4-ADFS(5 users)Active DirectoryFederationServices (ADFS)Releaselicense for use onM4-ADFS-011.0a Metasys Server,NAE85, or LCS85(5 users)99MS-MVEMetasys forValidatedEnvironmentsfor use on a fullserver platformReleaseMS-MVE-011.0(10 to 100 users,matching installedADX)Metasys System Software Purchase Options Product BulletinMS-MVE-6MS-MVE-SCSMS-MVE-SC317

Table 6: Metasys software packages and product code numbersBase ProductCodeProductDescriptionNew SoftwareProduct CodeCurrent NumberRelease (-0 currentVersion release or-0P previousrelease [9.0])1110Network EngineImages for allSNEs, SNCs, NAEs, Release9.0.8 orMS-MULTENGSW NIEs, and NCEs1011.0on a site (doesnot include NxE85software)Network EngineImage softwaresubscription for all ReleaseSNEs, SNCs, NAEs, 9.0.8 orMS-MULTENGNIEs, and NCEs1011.0on a site (doesnot include NxE85software)Engine Imagefor one NAE85(only). StandardMS-NXE85SWsupports up to10,000 points.Release1,11MS-NXE85SWNIE85 modelMS-NXE85SW-011.0no longeravail

Microsoft operating systems (OSs), Microsoft SQL Server database software, and third-party antivirus software. Included An included software application or component is part of your Metasys software purchase. Included software may be required or may be optional software applications, components, or tools that provide additional functions and .