Metasys For Validated Environments, Extended Architecture Product Bulletin

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1 Metasys For Validated Environments, Extended Architecture Product Bulletin MS-MVE5U-0, MS-MVE10U-0, MS-MVE25U-0, MS-MVE50U-0 Code No. LIT Software Release 7.0 Issued March 2, 2015 Refer to the QuickLIT website for the most up-to-date version of this document. Metasys for Validated Environments, extended architecture is an offering from Johnson Controls for facilities that require regulatory compliance for their environmental systems. MVE brings the flexibility and convenience of a web interface to your regulated facility. The MVE application is a ordered separately from the Metasys Extended Application and Data Server (ADX). MVE is essential to facilities in which regulatory management is key to successful production. The system controls environmental conditions and audits user management for critical environments, such as hospitals, research facilities, food production centers, and other production environments where tight control is key to product success. Whether your focus is meeting regulatory demands or reducing business risk, MVE is designed to deliver. Some of the many important MVE capabilities include flexible system navigation, powerful user graphics, comprehensive alarm management, trend analysis, and advanced reporting. In addition, complex passwords and message encryption secure the system from unauthorized access and data tampering. The system uses Internet protocols and IT standards and is compatible with enterprise-level communication networks. Figure 1: MVE Browser Window MVE is specifically designed to help customers address United States Food and Drug Administration (FDA) Title 21, Code of Federal Regulation (CFR) Part 11 compliance. MVE is also compliant with similar agencies around the world that deal with electronic records and electronic signature requirements, such as Annex 11 of the European Union Good Manufacturing Practice (EU GMP) regulations (European Medicines Agency [EMEA] 1998). MVE software is installed on an existing Metasys Extended Application and Data Server (ADX) which provides the ability to configure supervisory engines as validated devices. MVE software is purchased and licensed separately from the ADX. Features and Benefits Features Web Browser User Interface with Advanced Reporting Buffered Data Collection Software Simulation Secure User Access Benefits Provides full access to your Building Automation System (BAS) from any computer with compatible web browser software. Advanced Reporting System provides pre-configured reports that assist with high-level data analysis. Enables supervisory controllers to store data locally if communication to the database server is lost. Provides offline simulation capability to assist with source code reviews and validation processes. Authenticates users and authorizes access privileges to protect system integrity. Requires a unique user name and complex password for each user. 1

2 Features Electronic Records and Signatures Time-Stamped Audit and Event Trails Simplified User Interface Benefits Combine the efficiency of electronic record keeping with the security of authenticated electronic signatures. All system changes can be configured to require annotations only or both signatures and annotations. Generate traceable alarm and event transactions in chronological order. Provides a shared set of users and user views between the real-time Metasys Site Management Portal user interface and the historical Advanced Reporting System. Primary Components of Metasys for Validated Environments (MVE) The primary components of MVE are the ADX and one or more of the following engines: Network Automation Engine (NAE) 55 Network Automation Engine (NAE) 45 Network Control Engine (NCE) 25 Network Integration Engine (NIE) 55 The ADX manages and protects the long-term storage of event and alarm messages, as well as trend, audit, and system configuration data. The network engines supervise the activities of field controllers, such as Field Equipment Controllers (FECs) and VAV controllers. Electronic Signature and Required Annotation The MVE feature provides traceable electronic records and signatures. Any action or change initiated by a user, such as alarm acknowledgement or setpoint adjustment, can be configured to require user re-authentication through electronic signature and required annotation, consistent with Part 11 compliance. Intuitive Web Browser User Interface Users access MVE with a desktop or laptop computer running the Windows Internet Explorer web browser that is connected via a corporate intranet, dedicated BAS network, Internet, or telephone line from remote sites. Depending on which ADX is chosen, up to 50 users can simultaneously communicate with the ADX. Software Simulation You can simulate control processes, test user navigation trees, user graphics, and programmed sequence logic offline using the System Configuration Tool (SCT). Once you validate the configuration, you can download it to the online system. Scalable Configuration MVE is a robust, scalable solution designed to work with installations ranging from small buildings to large multi-facility campus environments. MVE is a good choice for: research and development facilities test and stability facilities pilot and full-scale production facilities data centers, storage facilities, distribution centers any other regulated facility requiring critical control and secure records The architecture supports options for 5, 10, 25, or 50 simultaneous users. For the 50 user MVE, the ADX must be unified and a larger computer platform is required. For details, see Table 4. Note: A 100-user MVE software product is not offered at Release 7.0, but a 100-user ADX system is available. Buffered Data Collection The Network Engines (NxEs) have the built-in capacity to store data locally if communication to the ADX is lost. This ensures that data critical to your facility is preserved and then archived to the database server once communication is restored. 2

3 ADX Uses Proven Microsoft Technologies and Solid IT Standards The MVE feature set is available, but not automatically activated when the ADX with MVE software is installed. The ADX runs on the Windows Server 2008 operating systems. It supports the Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard or Enterprise with SP2 (64-bit), or Microsoft SQL Server 2008 R2 Standard or Enterprise with SP2 (64-bit) database software packages that provide extensive historical and configuration data storage and its own web-based user interface for Metasys device database management. The Metasys ADX can use C2 audit mode and security provided by Microsoft SQL Server 2008 to trace all authorized access and unauthorized attempts to the database. Also, the Advanced Reporting portion of the ADX uses Microsoft SQL Server Reporting Services (SSRS) as an integral component. Validated Devices Example The ADX communicates to NAE55/NAE45/NCE25/NIE55s over the IP network. A VPN may be set up over a WAN for communication to devices in other buildings or on remote sites (Figure 2). Remote sites may also be accessed by leased line or dial-up service using remote access server (RAS) or the Point-to-Point Protocol (PPP), or via the Internet and an ISP. Note: MVE is not supported on NIEx9 network engines. The ADX software supports industry-standard firewall solutions for securing network communication against unauthorized access. The ADX can be configured with multicast time synchronization using the Simple Network Time Protocol (SNTP). The ADX with MVE can also use a split ADX system, in which some system operations are performed on a database server and others on a web/application server computer. For more information, see the split ADX example in Figure 3 and refer to the Application and Data Server (ADS/ADX) Product Bulletin (LIT ). 3

4 Figure 2: Metasys Network with ADX and Multiple NxEs 4

5 Figure 3: Metasys Network with Split ADX and Multiple NxEs Note: Although not shown in Figure 2 and Figure 3, non-validated devices, such as NAE35s, NIEx9s, and NxE85s, may also be on the MVE network. Remote buildings can be connected via a dial-up network. However, validated systems do not support LONWORKS networks. 5

6 Secure System Access One of the primary concerns of critical environment automation systems is system and user security. The Metasys system security for MVE authenticates any user who attempts to connect or make changes to the system by requiring the entry of a unique user name and complex password. When a valid user account has been identified, the connection is authorized or the operational change is made. System access is granted based on the access privileges as defined by the Metasys system administrator in the user account. Figure 4: Electronic Signature and Annotation Screen The system administrator also controls other user access settings, such as password age, password uniqueness, inactive session timeout period, and account lockout. Electronic Records and Signatures When you configure a validated point on the NAE55/NAE45/NCE25/NIE55, you have four options regarding user action, including alarm acknowledgement, setpoint adjustments, and point modification: no requirements enter password and specify reason for change provide an annotation enter password, specify reason for change, and provide an annotation This capability contributes to the electronic signature requirement that is necessary for Part 11 compliance. Electronic signatures with required annotation are unique to one individual and cannot be reused or reassigned to other users. See Figure 4. Time-Stamped Audit and Event Trails Every action and event that occurs in the system is conveniently displayed in the Audit and Event Viewers. User and system activities are recorded in the Audit Viewer. It displays the item name, date and time of the occurrence, user name, old and new values, annotation (if any), and action taken. You can filter the contents of this viewer so that only those transaction messages of particular interest are displayed. The Audit Viewer (Figure 5) also provides extensive sorting capabilities. If an electronic signature is associated with an action, a signed book icon appears in the first column. Click the icon to display the Annotation for this action. The Event Viewer (Figure 5) displays all system events in chronological order. This view allows you to identify the most recent conditions in the building, determine possible relationships between events, and locate the source of error conditions. You can sort information presented in the viewer by date and time, point name, value, and other criteria. The Event Viewer also allows you to acknowledge and annotate any of the displayed event messages. 6

7 Figure 5: Event Viewer and Audit Viewer with Electronic Signature Indicator 7

8 Web-Based Advanced Reporting The Metasys Advanced Reporting System, shown in Figure 6, is the primary reporting tool for MVE users. The Advanced Reporting System can be launched from the ADX user interface or independently from the browser. It displays the same navigation tree and user views as the Metasys Site Management Portal user interface, so no extra setup or configuration is required. Advanced Reporting offers these pre-configured reports: Alarm Definition Trend Log Definition Event Summary/Event Details Controller Offline Summary/Controller Offline Details Event and Audit Details To generate a report, you select a report type, select which items or User View upon which to base the report, then select the filtering criteria, such as a date range. You may even want to create special User Views intended specifically for reporting purposes. The flexibility of the reporting system ensures that you can find the data you need. For example, the Event and Audit Details Report (Figure 7) is of special interest to the operator. This report displays a list of system events interlaced with user actions, enabling an auditor to determine the sequence of actions that might have led to a specific event. The list includes annotations and signatures associated with each operator action or system event, where required. This and the other reports are suitable for inspection, review, and copying by the FDA or other regulatory body. Figure 6: Metasys Advanced Reporting User Interface 8

9 Figure 7: Event and Audit Details Report Conclusion The MVE feature helps you meet often complex regulatory requirements. The electronic records and signatures component contributes to Part 11 compliance. Advanced Reporting provides auditors and staff with comprehensive data to support compliance. For more details, contact the nearest Johnson Controls representative. ADX with MVE Licensing If you license an ADX, and later want to add MVE, you must remove the existing ADX license by using the License Activator. You then need to use the License Activator to obtain a new site code. Request a new site key for the ADX with an MVE. ADX and MVE software are sold separately. Therefore, if you want a 10-user MVE system, you must order a 10-user ADX and a 10-user MVE. You must license both the ADX software and the MVE software. If you fail to license both, all components do not function. For example, if you register the ADX but not the MVE, the MVE features are disabled. Once you have an ADX installed, you can then install an MVE. Both the ADX and the MVE must be at the same Metasys release level, or the MVE does not load. Whether you license a 5-user or 10-user MVE, you should be using a 10-user ADX. This configuration is normal and occurs because 5-user ADXs are not available. When you install and license a 25-user MVE, you must install and license a 25-user ADX. Likewise, when you install and license a 50-user MVE, you must install and license a 50-user ADX. 9

10 Ordering Information Use the following table to order MVE products. For additional ordering information, refer to the Metasys System Software Purchase Options Product Bulletin (LIT ). Table 1: Ordering Information Code Numbers MS-MVE5U-0 MS-MVE10U-0 MS-MVE25U-0 MS-MVE50U-0 MS-MVE5U-6 MS-MVE10U-6 MS-MVE25U-6 MS-MVE50U-6 MS-MVE510U-8 MS-MVE525U-8 MS-MVE1025U-8 MS-MVE2550U-8 Description MVE new project software; 5 users MVE new project software; 10 users MVE new project software; 25 users MVE new project software; 50 users Note: For special MVE 50 user hardware requirements, see Table 4. MVE upgrade software; 5 users MVE upgrade software; 10 users MVE upgrade software; 25 users MVE upgrade software; 50 users MVE migration software from 5 to 10 users MVE migration software from 5 to 25 Users MVE migration software from 10 to 25 Users MVE migration software from 25 to 50 Users Note: A 100-user MVE software product is not offered at Release 7.0, but a 100-user ADX system is available. Technical Specifications Table 2: MVE, Extended Architecture System Requirements (5-, 10-, 25-User Unified ADX Systems) Recommended Server Platform 1 Recommended Memory GHz E5 Series Intel Xeon Quad Core single processor or better 2 x 600 GB hard disk (RAID 1) 2 with 40 GB free space after installation of all prerequisite software 3 and before installation of ADS software. Configure RAID 1 (mirroring) with disk write-caching turned on. DVD drive Note: ADX prerequisite software includes the Windows operating system, SQL Server software, Windows.NET Framework version 3.5, and any other software or SPs required by your ADX configuration. 8 GB RAM (5 user ADX) 16 GB RAM (10 or 25 user ADX) Supported Windows Server 2012 R2 Standard and Enterprise Editions (64-bit) 6,7 Operating Systems and Database Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Software 5 Windows Server 2012 Standard and Enterprise Editions (64-bit) 6,7 Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Windows Server 2008 R2 Standard and Enterprise Editions with SP1 (64-bit) 6,7 Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Windows Server 2008 Standard and Enterprise Editions with SP2 (32-bit) 6 Microsoft SQL Server 2008 R2 Standard or Enterprise with SP2 (32-bit) SQL Server 2008 Standard or Enterprise with SP3 (32-bit) 10

11 Table 2: MVE, Extended Architecture System Requirements (5-, 10-, 25-User Unified ADX Systems) Supported Virtual Environments Required Web Browser for Metasys Client Computers Microsoft Hyper-V, VMware Windows Internet Explorer version 8, 9, 10, or 11 (Other browsers, such as Google Chrome and Mozilla Firefox, may also be used but are not fully supported.) Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option, found under Tools > Compatibility View Settings, to ensure that websites appear and function correctly. Note: 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 on to the Metasys UI. Network Communication Supported User Interfaces Additional Software Included on the ADX Product Disks Ethernet network interface card (100 or 1000 Mbps) Note: The ADX supports only one network interface card. Site Management Portal Ready Access Portal CCT Microsoft SQL Server 2012 Express with SP1 Export Utility Microsoft SQL Server 2012 with SP2 Metasys Database Manager SCT Microsoft.NET Framework Version 3.5 SP1 Launcher Note: Windows Server 2012 R2, Windows Server 2012, and Windows Server 2008 R2 include Microsoft.NET Framework Version 3.5/ No separate software installation is necessary. Note: The Metasys Advanced Reporting System requires an ADX. The SCT must be online and accessible to the ADX at all times and must be using Microsoft SQL Server 2012 Express, SQL Server 2008 Express, SQL Server 2008 Express R2, SQL Server 2012, SQL Server 2008 R2, or SQL Server 2008 software. Optional Hardware Optional Software Any network or local printer supported by the qualified Windows operating system. Energy Essentials Graphic Generation Tool 1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ) for more information regarding computer/server recommendations. 2 For best performance, use SAS hard drives, not SATA hard drives. 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 16 GB RAM has much greater performance than an ADX with only 4 GB RAM. A 32-bit operating system does not support more than 4 GB of RAM. 5 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ) for specific Microsoft Windows operating system settings that may be required for your Metasys system configuration. 6 For SQL Server 2014 software or SQL Server 2012 software, you must purchase a core license for each individual processor core (with a minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses (the minimum) for SQL Server 2014 software or SQL Server 2012 software. For SQL Server 2008 software, you must purchase a processor license for each individual processor you have. You do not need to purchase multiple licenses if you have a single processor divided into multiple cores. For example, if you have a single processor with dual cores, purchase one license for SQL Server software. 7 To use SQL Server 2014 with Metasys products, you must install Microsoft cumulative update package 3 (KB ) for SQL Server To download the update package, visit 11

12 Table 3: MVE, Extended Architecture System Requirements (5-, 10-, 25-User Split ADX Systems) Recommended Server Platform 1 Recommended Memory 4 Web/Application Server 2.20 GHz E5 Series Intel Xeon Quad Core single processor or better. 2 x 600 GB hard disk (RAID 1) 2 with 40 GB free space after installation of all prerequisite software 3 and before installation of ADS software. Configure RAID 1 (mirroring) with disk write-caching turned on. DVD drive Note: ADX prerequisite software includes the Windows operating system, SQL Server software, Windows.NET Framework version 3.5, and any other software or SPs required by your ADX configuration. Note: Advanced Reporting System and Energy Essentials can reside on the ADX web/application server. Note: Metasys UI must reside on the ADX web/application server. Database Server 2.20 GHz E5 Series Intel Xeon Quad Core single processor or better. 2 x 600 GB hard disk (RAID 1) with 40 GB free space after installation of all prerequisite software 3 and before installation of ADS software. Configure RAID 1 (mirroring) with disk write-caching turned on. DVD drive Note: ADX prerequisite software includes the Windows operating system, SQL Server software, Windows.NET Framework version 3.5, and any other software or SPs required by your ADX configuration. 16 GB RAM (web/application server and database server) Supported Windows Server 2012 R2 Standard and Enterprise Editions (64-bit) 7,8 Operating Systems and Database Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Software 5,6 Windows Server 2012 Standard and Enterprise Editions (64-bit) 7,8 Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Windows Server 2008 R2 Standard and Enterprise Editions with SP1 (64-bit) 7,8 Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Windows Server 2008 Standard and Enterprise Editions with SP2 (32-bit) 7 Microsoft SQL Server 2008 R2 Standard or Enterprise with SP2 (32-bit) Required Web Browser for Metasys Client Computers Supported Virtual Environments Communication SQL Server 2008 Standard or Enterprise with SP3 (32-bit) Windows Internet Explorer version 8, 9, 10, or 11 (Other browsers, such as Google Chrome and Mozilla Firefox, may also be used but are not fully supported.) Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option, found under Tools > Compatibility View Settings, to ensure that websites appear and function correctly. Note: 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 on to the Metasys UI. Microsoft Hyper-V, VMware Ethernet network interface card (100 or 1000 Mbps). Note: The ADX supports only one network interface card. 12

13 Table 3: MVE, Extended Architecture System Requirements (5-, 10-, 25-User Split ADX Systems) Supported User Interfaces Additional Software Included on the ADX Product Disks Site Management Portal Ready Access Portal CCT Export Utility Metasys Database Manager Microsoft.NET Framework Version 3.5 SP1 Microsoft SQL Server 2012 Express with SP2 Microsoft SQL Server 2012 with SP2 SCT Launcher Note: Windows Server 2012 R2, Windows Server 2012, and Windows Server 2008 R2 include Microsoft.NET Framework Version 3.5/ No separate software installation is necessary. Note: The Metasys Advanced Reporting System requires an ADX. The SCT must be online and accessible to the ADX at all times and must be using Microsoft SQL Server 2012 Express, SQL Server 2008 Express, SQL Server 2008 Express R2, SQL Server 2012, SQL Server 2008 R2, or SQL Server 2008 software. Optional Hardware Any network or local printer supported by the qualified Windows operating system 1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ) for more information regarding computer/server recommendations. 2 For best performance, use SAS hard drives, not SATA hard drives. 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 16 GB RAM has much greater performance than an ADX with only 4 GB RAM. Also, a 32-bit operating system only supports a maximum of 4 GB of RAM. 5 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ) for specific Microsoft Windows operating system settings that may be required for your Metasys system configuration. 6 The web/application and database servers must have the same operating system installed. 7 For SQL Server 2014 software or SQL Server 2012 software, you must purchase a core license for each individual processor core (with a minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses (the minimum) for SQL Server 2014 software or SQL Server 2012 software. For SQL Server 2008 software, you must purchase a processor license for each individual processor you have. You do not need to purchase multiple licenses if you have a single processor divided into multiple cores. For example, if you have a single processor with dual cores, purchase one license for SQL Server software. 8 To use SQL Server 2014 with Metasys products, you must install Microsoft cumulative update package 3 (KB ) for SQL Server To download the update package, visit Table 4: MVE, Extended Architecture System Requirements (50-User Unified ADX Systems) Recommended Server Platform GHz Intel Xeon single processor 6 x 300 GB hard disk (RAID 5) 2 with 50 GB free space after installation of all prerequisite software 3 and before installation of ADS software. Configure RAID 5 with disk write-caching turned on. DVD drive Note: ADX prerequisite software includes the Windows operating system, SQL Server software, Windows.NET Framework version 3.5, and any other software or SPs required by your ADX configuration. Recommended Memory 32 GB RAM minimum 13

14 Table 4: MVE, Extended Architecture System Requirements (50-User Unified ADX Systems) Supported Windows Server 2012 R2 Standard and Enterprise Editions (64-bit) 6,7 Operating Systems and Database Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Software 4,5 Windows Server 2012 Standard and Enterprise Editions (64-bit) 6,7 Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Windows Server 2008 R2 Standard and Enterprise Editions with SP1 (64-bit) 6,7 Supports Microsoft SQL Server 2014 Standard or Enterprise (64-bit), Microsoft SQL Server 2012 Standard Windows Server 2008 Standard and Enterprise Editions with SP2 (32-bit) 6 Required Web Browser for Metasys Client Computers Other Required Software Components Supported Virtual Environments Network Communication Supported User Interfaces Microsoft SQL Server 2008 R2 Standard or Enterprise with SP2 (32-bit) or SQL Server 2008 Standard or Enterprise with SP3 (32-bit) Windows Internet Explorer version 8, 9, 10, or 11 (Other browsers, such as Google Chrome and Mozilla Firefox, may also be used but are not fully supported.) Note: In Internet Explorer 11, select the Use Microsoft compatibility lists option, found under Tools > Compatibility View Settings, to ensure that websites appear and function correctly. Note: 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 on to the Metasys UI. Microsoft.NET Framework version 3.5 and later Microsoft Hyper-V, VMware Ethernet network interface card (100 or 1000 Mbps) Note: The ADX supports only one network interface card. Site Management Portal Ready Access Portal 14

15 Table 4: MVE, Extended Architecture System Requirements (50-User Unified ADX Systems) Additional Software Included on the ADX Product Disks CCT Export Utility Metasys Database Manager Microsoft SQL Server 2012 with SP2 Ready Access Portal SCT Microsoft.NET Framework Version 3.5 SP1 Launcher Microsoft SQL Server 2012 Express with SP2 Note: Windows Server 2012 R2, Windows Server 2012, and Windows Server 2008 R2 include Microsoft.NET Framework Version 3.5/ No separate software installation is necessary. Note: The Metasys Advanced Reporting System requires an ADX. The SCT must be online and accessible to the ADX at all times and must be using Microsoft SQL Server 2012 Express, SQL Server 2008 Express, SQL Server 2008 Express R2, SQL Server 2012, SQL Server 2008 R2, or SQL Server 2008 software. Optional Hardware Any network or local printer supported by the qualified Windows operating system. 1 Our computer platform and memory recommendations are not meant to imply that older or slower machines are not usable. Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ) for more information regarding computer/server recommendations. 2 For best performance, use SAS hard drives, not SATA hard drives. 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 Refer to the Network and IT Guidance for the BAS Professional Technical Bulletin (LIT ) for specific Microsoft Windows operating system settings that may be required for your Metasys system configuration. 5 To use Metasys Advanced Reporting, selection of Microsoft SQL Server Reporting Services during SQL Server installation is required. 6 For SQL Server 2014 software or SQL Server 2012 software, you must purchase a core license for each individual processor core (with a minimum of four core licenses). For example, if you have a single processor with dual cores, purchase four core licenses (the minimum) for SQL Server 2014 software or SQL Server 2012 software. For SQL Server 2008 software, you must purchase a processor license for each individual processor you have. You do not need to purchase multiple licenses if you have a single processor divided into multiple cores. For example, if you have a single processor with dual cores, purchase one license for SQL Server software. 7 To use SQL Server 2014 with Metasys products, you must install Microsoft cumulative update package 3 (KB ) for SQL Server To download the update package, visit Building Efficiency 507 E. Michigan Street, Milwaukee, WI Metasys and Johnson Controls are registered trademarks of Johnson Controls, Inc. All other marks herein are the marks of their respective owners Johnson Controls, Inc. Published in U.S.A. 15

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