M5 Workstation Installation Technical Bulletin
Contents
1. 2 Insert the M5 Workstation CD into the CD ROM drive If Autorun is disabled open Windows Explorer to start the installation procedure Double click setup exe on the CD ROM The Initial Install dialog box appears Figure 1 Choose Install Workstation The Welcome screen appears 4 Click Next The Software License Agreement screen appears 5 Click Yes to accept the terms of the License Agreement The Choose Destination Location dialog box appears Figure 2 6 Click Next to continue The Install type dialog box appears Figure 4 7 Select Typical and click Next The Select Components dialog box appears Figure 5 Note Ifyou need to access BACnet N30 networks modify the selections to include the BACnet OPC server Highlight the Data Servers entry and click the Change button Select the BACnet OPC Server from the list of displayed data servers in the Select Components dialog box Figure 6 8 Click Next The Select Program Folder dialog box appears Figure 7 9 Click Next to continue The Start Copying Files dialog box appears 10 Click Next The Overlapping Components Found screen appears Figure 10 This screen lists the components selected to upgrade 16 M5 Workstation Installation Technical Bulletin Overlapping Components Found EZ Setup will upgrade the following components to the version Johnson Controls M Authorize 3 2 Johnson Controls M Password 3 0 Johnson Controls M5 Master 1 2 M2. M5 Workstation Component 1 1 C Program Files Johnson Controls M5 Component M Collector M Historian Microsoft Access M5 Master Data Files C Program Files Johnson Controls M Collector C Documents and Settings All Users Application Data Johnson Controls M Data Access Historian C Program Files Johnson Controls M5 Master C Documents and Settings All Users Application Data Johnson Controls M Data M5 Workstation Installation Technical Bulletin 7 Detailed Procedures Installing M5 Workstation Software Notes The first phase of the installation procedure for M5 Workstation is an analysis of the target system The results of this analysis phase determine the exact sequence of installation operations If the analysis detects Metasys software install the N1 data server components If the analysis does not detect Metasys software install the BACnet data server If these selections are not appropriate select the components that are appropriate If this is a new install you must install M Tools if required for PMI if required use PrepFor if required before installing M5 Workstation If you reinstall PMI you must use PrepFor before installing M5 Workstation You must belong to the Administrator group to install M5 Workstation software You must belong to the Power Users group to run M5 Workstation software on a Windows NT Version 4 0 or Windows 2000 operating system If necessary apply additional restrict
3. Graphics Program Files M Alarm Program Files Johnson Controls M Explorer 3 0 Johnson Controls Access Historian 1 1 Johnson Controls N1 Trend Collector 3 0 Johnson Controls M Collector 3 0 Johnson Controls N1 OPC DA Server 4 0 Johnson Controls N1 OPC Alarm and Events Server 2 0 Johnson Controls Screen Manager 3 0 Johnson Controls M5 Component 1 1 M5 Workstation 5 0 a lt Back Cancel Figure 10 Overlapping Components Found Screen 11 Click Next to continue 12 Complete the installation as detailed in the Jnstalling M5 Workstation Software procedure in this document resuming at Step 8 After the M5 Installation is complete do not run PREP FOR M5 Workstation Installation Technical Bulletin 17 Troubleshooting Installing Metasys Release 12 0x Software after M5 Workstation Software HNSO J CONTRE amp LS Controls Group 507 E Michigan Street P O Box 423 Milwaukee WI 53201 N If Metasys OWS is installed after M5 Workstation Release 5 x software complete the following procedures for M5 Workstation Release 5 x to function with Metasys and N1 networks 1 Insert the M5 Workstation Release 5 x CD into the CD ROM drive From the Initial Install dialog box Figure 1 select Install Workstation 2 Follow the procedure in the Jnstalling M5 Workstation Software section of this document 3 From the Install type screen Figure 4 choose Custom 4 From the Select Components screen choos
4. Historian 6 M5 Workstation Installation Technical Bulletin Default Locations A new M5 Workstation Release 5 x installation suggests a default location for its files see Table 2 We recommend using the default location because it is easier to troubleshoot and install future upgrades Systems upgrading from Release 2 1 use the existing location for data storage This location is by default Metasys PMI FMSDATA directory path Our best recommendation is not to upgrade from M5 Workstation 2 1 to M5 Workstation 5 x You should install M5 Workstation on a clean machine If you use the PREP FOR utility you must use it before you install the M5 Workstation software Table 2 Component Default Locations Component M Graphics Screen Manager Location C Program Files Johnson Controls M Graphics C Program Files Johnson Controls Screen Manager M Trend C Program Files Johnson Controls M Trend M Alarm C Program Files Johnson Controls M Alarm M Explorer C Program Files Johnson Controls M Explorer M Password C Program Files Johnson Controls M Password M Authorize C Program Files Johnson Controls M Authorize N1 Trend Collector C Program Files Johnson Controls N1 Trend Collector N1 OPC Data Server C Program Files Johnson Controls N1 OPCDA Server N1 OPC Alarm and Event Server C Program Files Johnson Controls N1 OPC AE BACnet OPC Server C Program Files Johnson Controls M Shared Components
5. JAHNSON Technical Bulletin CONTR LS Issue Date March 11 2003 M5 Workstation Installation M5 Workstation Installation cccceessceeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeees 2 WTO GUC HON E 2 Key EE 3 Related Informations sess ina aided debe eae Aeneas ants 3 KENE UE EE A Upgrade E Le EE A Installation Ty POS EE 4 Combination Network 4 M5 Workstation Components sessessrrertrrrrtrtttrttttrttrrrrrtttrttttttttttttttttttttttttttttttttEt tent 5 Default Deler E 6 Detailed ProCeCQuyres itiiti nieri eaa iiaia iaieiiea 7 Installing E E le Ee 7 Installing Individual eu e E LCE 13 Upgrading the M5 Workstation on an N1 Neiwork ccc cccceceeeeeeeeeeeneeeeeeeeeeeeteneeeeeeeeeees 15 Troubleshooting E 17 Installing Metasys Release 12 0x Software after M5 Workstation Software 2 17 2003 Johnson Controls Inc www johnsoncontrols com Code No LIT 1153300 2 M5 Workstation Installation Technical Bulletin M5 Workstation Installation Introduction M5 Workstation software supports e Metasys N1 networks Notes Metasys Operator Workstation OWS Release 12 0x x indicates the minor version or later is required for the M5 Workstation software to function with Metasys N1 networks It is important that you always match the 12 0x and M5 5 x minor version numbers e Johnson Controls N30 devices e Johnson Controls Cardkey Pegasys 2000 systems e third party BACnet network systems This do
6. Supervisory Controller Quick Start Technical Bulletin LIT 6891200 N30 Supervisory Controller User s Manual N30 Supervisory Controller Networking Technical Bulletin LIT 6891300 Metasys Installation and Platform Requirements Technical Bulletin LIT 12012 Pegasys 2000 NT PUBL 3089 4 M5 Workstation Installation Technical Bulletin New Installation A new installation refers to the installation of Metasys Person Machine Interface PMI and M5 Workstation components on the OWS for the first time Follow all standard installation steps in this document Refer to the Metasys Installation and Platform Requirements Technical Bulletin LIT 12012 for more information Upgrade Installation An upgrade installation refers to the installation of Metasys PMI and M5 Workstation components over existing Metasys PMI and M5 Workstation software Refer to the Metasys Installation and Platform Requirements Technical Bulletin LIT 12012 for more information Installation Types M5 Workstation Release 5 x has two installation options available Typical We recommend a typical installation The typical installation procedure checks for the presence of the Metasys system If the Metasys system is detected the installation procedure installs all components except the BACnet OLE for Process Control OPC Server If the Metasys system is not detected the installation procedure installs all components except the N1 OPC Server and the N1 OPC A
7. am gives full access to everyone for the C Documents and Settings All Users Application Data Johnson Controls M Data folder M5 Workstation Installation Technical Bulletin 9 Select M Data Location EN Setup will install all Data files to the selected folder To install to this folder click Next Settings All Users 4pplication Data ohnson Controls M Data Browse M5 Workstation 5 0 lt Back Cancel Figure 3 Select M Data Location Dialog Box 7 Click Next to continue or browse to select an alternate location The Install type dialog box appears Figure 4 Install type x Please select the install type for this computer Typical This is the option recommended for most users Setup will automatically install the components that are required ah Custom a This option allows users to select which ki components they desire to be installed on the workstation Setup will only install the components that are selected Use caution with this option M5 Workstation 5 0 coe Figure 4 Install Type Dialog Box 10 M5 Workstation Installation Technical Bulletin 8 Select Typical and click Next The Select Components dialog box appears Figure 5 Select Components E Select deselect the components for installation Components Lg E wi Required Components OO Pah 5 Workstation Client Applications Leen wi Trend Data Collectors Ki Dal Data Serve
8. cument describes how to e install M5 Workstation software e install individual components e upgrade the M5 Workstation on an N1 network M5 Workstation Installation Technical Bulletin 3 Key Concepts Related Information Table 1 lists the location of literature related to the M5 Workstation Table 1 Related Information For Information on Metasys OWS M Trend M Graphics M Historian M Authorize M5 Workstation M Explorer M Command M Inspector M Schedule M Calendar M Alarm M Password Objects N1 OPC Data Server N1 OPC Alarm and Event Server N1 Trend Collector M Collector N30 Supervisory Controller PC Requirements Cardkey Pegasys 2000 Refer to Operator Workstation User s Manual Operator Workstation Technical Bulletin LIT 636013 M Trend User s Manual M Graphics User s Manual M Historian Technical Manual Using M Authorize Technical Bulletin LIT 6424400 M5 Workstation User s Guide M Explorer User s Guide M Schedule M Calendar User s Guide M Alarm User s Guide M Password Technical Bulletin LIT 1153150 M Password Application Actions Technical Bulletin LIT 1153175 Object Dictionary Appendix A N1 OPC Data Access Server Technical Bulletin LIT 643300 Appendix B N1 OPC Data Access Server Advanced Concepts Technical Bulletin LIT 643325 M Alarm User s Guide M5 Workstation User s Guide Using M Collector Technical Bulletin LIT 1153700 N30
9. e only e M5 Master e N1 OPC Data Server e N1 OPC Alarm and Event Server e M5 1 1 Component 5 Complete the installation as detailed in the Installing M5 Workstation Software procedure in this document resuming at Step 8 www johnsoncontrols com Published in U S A
10. es dialog box appears 11 Click Next to begin copying files to the selected locations The Setup screen with the Preparing System progress bar indicator appears While the Setup screen displays the progress bar indicator rapidly steps through the following items e copying shared libraries e registering components e updating shared components e checking installing Distributed Component Object Model DCOM Notes The System Update Completed screen appears After the System Update Completed screen the following components are installed e M Authorize e M Password e M5 Master During installation of the M5 Master component the Autologin Setup dialog box appears see Figure 8 If you wish to configure Autologin enter the name of the default N1 network If you do not wish to configure Autologin at this time leave the Network text box blank and click Next to continue e M Graphics e M Trend e M Alarm e M Explorer e Access Historian e NI Trend Collector e M Collector e BACnet OPC Server e N1 OPC Data Server e N1 OPC Alarm and Event Server e Screen Manager e M5 Component 1 1 M5 Workstation Installation Technical Bulletin 13 Autologin Setup EZ Please select a default network for Autologin Leave this entry blank if you do not wish to use Autologin Figure 8 Autologin Setup Dialog Box Note After the progress indicator bar reaches 100 the Setup Complete screen appears 12 Click Finis
11. h to complete the M5 Workstation installation Installing Individual Components To install individual components 1 Verify that the software prerequisites listed in the Metasys Installation and Platform Requirements LIT 12012 are installed 2 Insert the M5 Workstation CD into the CD ROM drive If Autorun is disabled open Windows Explorer to start the installation procedure Double click setup exe on the CD ROM The Initial Install dialog box appears Figure 1 Choose Install Workstation The Welcome screen appears 4 Click Next The Software License Agreement screen appears Click Yes to accept the terms of the License Agreement The Choose Destination Location dialog box appears Figure 2 6 Click Next to continue or browse to select an alternate location The Install type dialog box appears Figure 4 7 Select Custom and click Next The Select Components dialog box appears Figure 9 14 M5 Workstation Installation Technical Bulletin Select Components E Select deselect the components for installation Lp Components es wi Required Components OO EAMD workstation Client Applications wi Trend Data Collectors Dal MM Data Servers Kei w User Interface 2 M5 Metasys Integration S Description This is the description for selected component O Space Required 279 MB Space Available 1045 MB lt Back Next gt Cancel Figure 9 Select Components Dialog Box Individual No
12. ions using M Password software To install M5 Workstation software 1 Verify that the software prerequisites listed in the Metasys Installation and Platform Requirements LIT 12012 are installed M5 Workstation 5 0 Figure 1 Initial Install Dialog Box 8 M5 Workstation Installation Technical Bulletin 2 Insert the M5 Workstation CD into the CD ROM drive If Autorun is disabled open Windows Explorer to start the installation procedure Double click setup exe on the CD ROM The initial Install dialog box appears Figure 1 Choose Install Workstation The Welcome screen appears 4 Click Next The Software License Agreement screen appears 5 Click Yes to accept the terms of the License Agreement The Choose Destination Location dialog box appears Figure 2 Note Werecommend you use the default location Choose Destination Location ES Setup will install M Series Workstation in the following folder To install to this folder click Next To install to a different folder click Browse and select another folder You can choose not to install M Series Workstation by clicking Cancel to exit Setup M5 Workstation 5 0 Destination Folder C Program Files Johnson Controls Browse Figure 2 Choose Destination Location Dialog Box 6 Click Next to continue or browse to select an alternate location The Select M Data Location dialog box appears Note The Windows 2000 installation progr
13. larm and Event AE Server Custom Only advanced users should choose a custom installation This option allows you to choose the components to install Combination Network A combination network refers to any Building Automation System BAS with more than one of the following types of devices installed e Metasys N1 networks e Johnson Controls N30 devices e third party BACnet network systems M5 Workstation Installation Technical Bulletin 5 M5 Workstation Components The M5 Workstation CD ROM includes the following components which you must install e M5 Master e Screen Manager for the user interface e M Authorize e M Password e OPC servers N1 data server for Metasys networks BACnet server for N30 networks both for a combination network The M5 Workstation CD ROM also includes the following optional integrated components e M Alarm Note M Alarm requires appropriate AE server N1 AE server for Metasys networks BACnet server for N30 networks e M Graphics e M Trend e Microsoft Access historian database e NI Trend Collector e M Collector Note Both N1 and BACnet OPC servers may be loaded on the same computer enabling a single computer to interface with both types of network subsystems M5 Workstation also interfaces with components that are not included on the M5 Workstation CD ROM and must be ordered separately e Metasys Person Machine Interface PMI Release 12 0x e AspenTech InfoPlus 21
14. rs Kei w User Interface 2 M5 Metasys Integration d Description This is the description for selected component Lo Space Required 279 MB Space Available 1045 MB lt Back Next gt Cancel Figure 5 Select Components Dialog Box Note To access BACnet N30 networks highlight the Data Servers entry and click the Change button From the list of displayed data servers in the Select Components dialog box Figure 6 select the Johnson Controls BacNet OPC Server 3 0 If no changes are necessary click OK to continue M5 Workstation Installation Technical Bulletin 11 Select Components EN M5 Workstation 5 0 Select deselect the components for installation Components Johnson Controls BacNet OPC Server 3 0 m Description This is the description for selected component Space Required 98 MB Space Available 1040 MB Cancel Figure 6 Select Components Dialog Box 9 Click OK The Select Program Folder dialog box appears Figure 7 Select Program Folder x M5 Workstation 5 0 Setup will add program icons to the Program Folder listed below You may type a new folder name or select one from the existing Folders list Click Next to continue Program Folders Norton Antivirus Corporate Edition Startup WinZip lt Back Cancel Figure 7 Select Program Folder Dialog Box 12 M5 Workstation Installation Technical Bulletin 10 Click Next to continue The Start Copying Fil
15. te You can install any of the components listed in Table 3 8 Select the group and click Change to select any of the components in a group To select all the components in a group select the check box on the Select Components dialog box Table 3 Available Single Components Component Group Component Required Components M Authorize M Password M5 Master M5 Workstation Client M Graphics M Trend M Alarm M Explorer Applications Trend Data Collectors Access Historian N1 Trend Collector M Collector Data Servers BACnet OPC Server Data and Alarm N1 OPC Data Server N1 OPC Alarm and Events Server User Interface Screen Manager M5 Metasys Integration M5 Component 1 2 9 Complete the installation detailed in the Installing M5 Workstation Software section in this document resuming at Step 8 M5 Workstation Installation Technical Bulletin 15 Upgrading the M5 Workstation on an N1 Network To upgrade the M5 Workstation software on an N1 network 1 Verify that the software prerequisites listed in the Metasys Installation and Platform Requirements LIT 12012 are installed Be sure PMI and all M5 Workstation components are properly shut down before starting WARNING Do not manually uninstall any M5 Workstation components Uninstalling components forces the installation process to view your OWS as a new installation and point to default locations for database components As a result the M5 Workstation does not launch correctly
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