Metasys System Extended Architecture Product Bulletin

Code No. LIT-1201526 Software Release 5.2 Issued May 13, 2011 Supersedes October 4, 2010
Refer to the QuickLIT Web site for the most up-to-date version of this document.

Metasys System Extended Architecture

The Metasys system excels in providing the traditional building automation and facilities management capabilities and features. The adoption of IT standards and use of the Internet extends the Metasys system capabilities beyond the realm of traditional building control systems. With authorized access to your network, you can request information concerning the technical and economic performance of your facility from any computer or handheld device using a supported Web browser. Total facility management is made possible by a network of servers and automation engines that integrate all facility systems using a combination of standard BACnet, LonTalk, and existing Metasys system protocols.

Figure 1: Metasys System Hardware Components

Features and Benefits

Features
System Access from Anywhere

Benefits
Enables user display and control capabilities over your intranet, or worldwide via the Internet. You can view and control the system from any computer or handheld device using a supported Web browser. Provides a window into the system that can be tailored to multiple types of users. You can view facility data from purely textual screens to dynamic, highly integrated graphical displays. Provides a flexible network architecture on which to build or expand an automation system for your building, campus, or entire enterprise. Uses standard IT networking technologies and enterprise systems, allowing secure communication over your private enterprise networks and access to operational and historical data for business analysis and planning.

Flexible, Varied User Interface

Fully Scalable System Standard IT Protocols and Enterprise Integration

Comprehensive System Information Distill and transform raw system data into table-based summaries or full featured Management and Reporting Capabilities custom reports enabling users to measure, analyze, and improve the control of their sites. Powerful and Customizable Energy Management Tools Open Building Management System (BMS) Protocols Support Wireless Communication Manage and reduce energy consumption and utility bills using custom scheduling, optimal start, demand limiting, load rolling, efficient central plant optimization, and custom programs. Integrates BACnet devices at both the IP and Master-Slave/Token-Passing (MS/TP) level and LONWORKS devices into the Metasys architecture. Integration with Metasys N1 and N2 networks is also provided, protecting existing investments. Allows economical control and commissioning of difficult or frequently changing spaces at multiple system levels.

Metasys System Extended Architecture Product Bulletin

Figure 2: Metasys System User Experience

System Capabilities
The Metasys architecture has evolved to bring the benefits of the latest computing and communication technologies into building automation and facility management. At the same time, it preserves and enhances existing investments in building control systems and technology in your facilities. While maintaining all the basic features of a building automation system, the Metasys system embraces the standard and open technologies of the IT and Internet age, enabling the system to be fully integrated into the information and networking infrastructure of buildings and enterprises. The management of information and its electronic distribution provide extra value to the building owner and operator, along with more efficient day-to-day operation. Enhanced access to data is available for performance analyses and financial planning. The integration of systems and devices from other manufacturers has always been a major feature of the Metasys system. The Web-based generation of the Metasys system continues in this tradition, making extensive use of open protocols and standards in the design. The system is able to integrate BACnet, N2, and LONWORKS devices in a single cohesive system.
Metasys System Extended Architecture Product Bulletin

Although the Metasys system extended architecture is based on leading edge software and hardware technology, it fully integrates Metasys N1 networks to protect existing investments and provide a path for the continuous upgrade of the systems installed in your building.

User Interface (UI) Experience

Todays facility managers and operators demand an experience that is intuitive and easy to use without special training or complex technical manuals. The Metasys user interface offers a textual summary display of important building automation data as well as fully integrated dynamic graphical displays with smooth navigation between floors and buildings. A computer with a Web browser is used to log on to any site. The Metasys system user experience is a portal into a site. It can be tailored to fit the needs of all potential system users. The user experience provided by the Metasys system can evolve and scale to match the needs of any single facility or campus of multiple buildings.

The Site Management Portal provides system administrators or building operators online user and system configuration capabilities along with real-time views into their sites systems. The Site Management Portal transforms the raw data from the site and organizes it into a comprehensive set of information management tools and reports. This portal is accessed using Microsoft Internet Explorer Web browser through an Internet or intranet connection to a Metasys server or network engine. The Site Management Portal has all the features one expects from a full function traditional workstation, including: customizable navigation tree that represents the logical layout of the facility dynamic graphics of systems and floor plans that can be zoomed in to show fine details multiple display areas that can be individually sized and controlled powerful global search function and sorting ability within the navigation tree that finds system information within seconds the entire user manual available in online help format

Information Management
A BMS is not only a control system but also a source of valuable information for the management of your facility. The Metasys system transforms raw data into valuable support information that authorized users or business and enterprise systems can access on the network. Trend logs, historical data, transaction logs, audit trails, and diagnostic reports are all available to the user who can generate customized reports to meet local management requirements.

Standard Online Reports

The Metasys system offers several standard online reports including: event and audit viewers/reports standard online/offline, alarm, and override summaries global search for user-defined queries trend studies and trend viewers

Advanced Reporting System

The Web-based reporting option provides standard report sets to allow users to review the alarm and trend configuration of their site, run summary and detail reports to monitor alarm and event information, view offline information, combine alarm and audit information in a single report, and view trend summary or detailed reports.

The Ready Access Portal software provides a natural, complementary extension of the Metasys Site Management Portal UI. The Ready Access Portal UI provides an intuitive, task-based interface that can be tailored to meet the needs of service professionals and building tenants. Available on a computer or handheld platform, the Ready Access Portal UI requires only a Web browser connected via the Internet or intranet to a Ready Access Portal server.

Export Utility
Export Utility software is an option that provides facility managers with the ability to build custom reports using historical data from the BMS. You can use this data to manage daily building operations. The Export Utility software downloads historical data such as trends, alarms, and audit data from an engine or server. This data can be stored in a format desired by the customer for analysis such as Microsoft Word or Microsoft Excel.

Building Control Through Graphics

The evolution of the Metasys system has also spurred an evolution in graphic offerings as new software technologies have emerged. Building control through graphics is available from a standard graphic created with the User Graphics Tool (UGT), an advanced graphic developed with the Advanced Graphics Application (AGA), and now a Graphics+ graphic designed with the Graphic Generation Tool (GGT). All three graphic solutions offer rich, customized graphical views of a sites floor plans and systems. Full monitoring, control, and navigation capabilities are available from the graphic, offering the user an intuitive method of managing the daily events of building control. In addition, an extensive library of templates, symbols, and controls is provided with the Graphic Generation Tool, simplifying the task of graphic creation. Once the images are saved to the system, the UI uses color and animation to effectively display the condition of monitored systems and provide the operator with methods of commanding and navigating the facility.

Energy Management Tools

Metasys provides a complete suite of powerful energy management tools to help you manage energy use in your facilities and reduce your energy costs. Energy management features include: Scheduling Optimal Start Demand Limit and Load Rolling Custom Programs Energy Essentials Reporting Central Plant Optimization 10

Metasys System Extended Architecture Product Bulletin

Systems Integration and Connectivity

The Metasys system has always been a means to integrate multiple systems to provide a common user experience. It uses a combination of standards and open protocols from both the IT and building automation industries to extend the integration beyond the facility managers.

Microsoft Active Directory service provides a standard IT integration of the Metasys system into a customers existing Active Directory service infrastructure for Site Management Portal UI logon authentication purposes

Open Standards
By using the standard data formats and communication protocols of the IT world, the Metasys system extended architecture is compatible with the networking infrastructure in most buildings and facilities today. These standards include: Transmission Control Protocol/Internet Protocol (TCP/IP) as the communication protocol between network engines, servers, and Web browsers Simple Network Management Protocol (SNMP) for alarm traps and object queries in the Management Information Base (MIB) Simple Network Time Protocol (SNTP) for network time synchronization Simple Mail Transfer Protocol (SMTP) for e-mail message transfer Dynamic Host Configuration Protocol (DHCP) and Domain Name System (DNS) for device naming and dynamic network addressing Simple Object Access Protocol (SOAP) and Extensible Markup Language (XML) transfer data between components of the system and make it available to enterprise applications through the use of published Web services Wireless communication standards, including Bluetooth standard, (used during commissioning), WiFi (used in network communication), and Zigbee standard (for field controller and sensor mesh)

The system also uses standard system security and encoding protocols to protect against unauthorized access to data and control systems. For historical data storage, the application data servers use SQL database format, which allows use of Microsoft SQL Server software.

Integration Services
The Metasys system (Figure 3) integrates building systems using BACnet, N2, LonTalk, and Web services communication technology. BACnet devices are connected directly to the IP Ethernet network or to the MS/TP Field Bus. LONWORKS controllers from Johnson Controls or LONMARK certified devices from another manufacturer can be integrated into the Metasys system architecture. In a similar fashion, Metasys connects to N2 and N1 protocol devices. Regardless of protocols used, the data is available for display on the Metasys user interface, for archiving in application servers, or for transmission to other devices on the IP network. The Johnson Controls P2000 Security Management System can be integrated with the Metasys system. The P2000 server provides door reader status, security point information, and access transactions used to maintain network security of this information. Security data is displayed on the Metasys Web browser UI in the same manner as the other building systems connected to the network.

Metasys System Extended Architecture Product Bulletin

Figure 3: Metasys System Network Integration

Metasys System Extended Architecture Product Bulletin

System Components
The Metasys system is highly scalable and can be applied to different sizes and complexities of facilities through its network of system components.

Network Engines
Figure 4: Network Engines

Servers
The Server (Application and Data Server [ADS] or Extended Application and Data Server [ADX]) is an optional component of the Metasys system that manages the collection and presentation of large amounts of trend data, event messages, operator transactions, and system configuration data. As Site Director, the server provides secure communication to a network of Network Automation Engines (NAEs), Network Control Engines (NCEs), and Network Integration Engines (NIEs). The ADS runs on a Microsoft Windows Operating System (OS). It includes an Open Database Connectivity (ODBC) compliant database package for storage of trend data, event messages, operator transactions, and system configuration data. The ADS supports up to five users connected to the Site Management Portal UI via a Web browser. It provides manual archiving of historical data and standard reporting capabilities. The ADX runs on a Windows Server OS and uses Microsoft SQL Server software to provide more advanced historical data management. The ADX supports up to 10 or 25 users connected to the Site Management UI via a Web browser. The ADX offers manual, automatic, and scheduled archiving of historical data and offers extended reporting capabilities using SQL Server software/third-party software. At sites where tenants/occupants desire or require access to building system information, the Ready Access Portal UI can be deployed on a server platform to enable concurrent delivery of specified BMS information to many authorized building occupants. The Metasys Advanced Reporting System, including the optional Energy Essentials software, is available on ADXs with specific Microsoft SQL Server software components and offers a separate UI on which you can run reports on system configuration and performance.

Network Automation Engines

Network Automation Engines (NAEs) monitor field controllers and include the embedded Site Management Portal for system navigation, configuration, and operation. When connected to the TCP/IP network, the NAE also provides data to other NAEs and to Servers. The NAE55 Series supports a comprehensive set of supervisory features and functions for large facilities. The NAE45 and NAE35 Series extend the power of the NAE to the smaller building and enable the wider distribution of supervisory functions in larger facilities. The NAE85 is a high-capacity NAE that allows the integration of large BACnet systems. The NAE represents all data internally as BACnet objects. Its integration capabilities allow it to behave as a BACnet gateway to LONWORKS and N2 network devices. It also directly communicates with other BACnet devices using BACnet IP or BACnet MS/TP. All NAEs are BACnet Testing Laboratories (BTL) certified as BACnet building controllers.

Network Control Engines

The Metasys Network Control Engine (NCE) controllers combine the network supervisor capabilities and IP network connectivity of a Metasys NAE with the Input/Output (I/O) point connectivity and direct digital control capabilities of a Metasys Field Equipment Controller (FEC).

Metasys System Extended Architecture Product Bulletin

Figure 5: Network Control Engines

Figure 6: FEC and IOM Controllers

The NCE provides a cost-effective solution designed for central plant applications and large built-up air handlers. All NCE models provide IP Ethernet network connectivity, the Metasys Site Management Portal, and the network supervisory capabilities featured on NAE Series network automation engines, including the BACnet IP integration.

Network Integration Engines

The Network Integration Engine (NIE) communicates over the IP Ethernet network with Network Control Module (NCM) supervisory controllers on Metasys N1 networks, integrating them with other engines and servers. The N1 network is a token-passing local area network that enables communication between NCMs and Operator Workstations. The NIE allows the monitoring and control of these existing Metasys N1 systems using the Metasys user interface of the extended architecture. The NIE includes the Site Management Portal for access to its N1 network data. The NIE85 is a high capacity NIE, which allows large N1 integrations and can take the place of multiple NIE55s.

All FEC models feature continuous adaptive control algorithms, which significantly reduce commissioning time and automatically respond to seasonal and other facility load changes. The FECs can be combined with IOMs to provide control for larger applications such as large central plant applications. Some FEC controller models are available with built-in Liquid Crystal Displays (LCDs). The VMA16 provides single and dual duct Variable Air Volume applications. The Network Sensors provide temperature and humidity sensing and occupancy override functions. FEC controllers can be configured for peer-to-peer communication to provide direct communication between field devices on a trunk. Figure 7: VMA16 Variable-Air-Volume Controller

BACnet Family of Controllers

The Metasys system provides a fully-programmable, high-performance line of devices including FECs, Input/Output Modules (IOMs), Network Sensors, Variable Air Volume (VAV) Modular Assembly (VMA) 16 controllers, and Thermostat Controllers. FECs are stand-alone digital control devices that apply to a wide range of Heating, Ventilating, and Air Conditioning (HVAC) and other building system applications.

The Variable Speed Drive (VSD) Series of products provide speed control of fans and pumps, and can be fully integrated with FEC controllers using the BACnet protocol.
Metasys System Extended Architecture Product Bulletin 7

The TEC26 Series Thermostat Controllers are configurable controllers that provide control of rooftop units, heat pumps, pressure-dependent VAV equipment, local hydronic reheat valves, zoning equipment, and single- and multi-stage heating/cooling equipment. Various TEC26 Series Thermostat Controllers feature an intuitive user interface with backlit display that makes setup and operation quick and easy. The thermostat controllers also employ a unique, Proportional-Integral (PI) time-proportioning algorithm that virtually eliminates temperature offset associated with traditional, differential-based thermostat controllers.

Several wireless Metasys solutions are available for integrating wireless connectivity in desired portions of a Metasys network. These solutions provide wireless communication between controllers, thermostats, coordinators, routers, and room sensors. These wireless solutions reduce costs by minimizing wiring, provide application mobility and flexibility, and simplify the challenges of difficult or cost-prohibitive installations or renovations. The wireless solutions can coexist with each other, and offer the flexibility of coexisting with hard-wired Metasys solutions.

LN Series Application-Specific Controllers

The Metasys system LN Series controllers use the LONWORKS communication protocol and can be programmed through any compliant software, such as LN Builder. The plug-in for these devices features a graphical control logic interface that is custom-made to suit control requirements. LN Series controllers are available either in fully-programmable or LONMARK Profile-compliant configurable models. LN Series application-specific controllers allow you to control equipment such as rooftop units, fan coils, heat pumps, unit ventilators, VAV boxes, and other terminal units. LN Series programmable controllers apply to multistage air handling units, chillers, boilers, and refrigeration systems.

System Configurations for Special Applications

Metasys for Validated Environments
Metasys for Validated Environments (MVE), extended architecture is designed for facilities that require regulatory compliance for their environmental systems. It brings the flexibility and convenience of a Web interface to your regulated facility. The MVE feature operates on an ADX, NAE55, NIE55, and NCE25; all supported as validated devices. The ADX with MVE software provides secure data management and reporting capabilities, traceable electronic records and signatures, and time-stamped audit trails for facilities subject to Food and Drug Administration (FDA) Title 21, Code of Federal Regulations Part 11 compliance. It manages and protects the long-term storage of trend data, audit data, event/alarm messages, and system configuration data. In addition, complex passwords and message encryption secure the system from unauthorized access and data tampering. Whether your focus is meeting regulatory demands or reducing business risk, MVE is designed to deliver.

Wireless Capabilities
Figure 8: ZFR Wireless System Components

UL864 Smoke Listed Systems

The Metasys system at Release 4.1 can be configured to provide a UL864 Ninth Edition Smoke Control Listed system. The system integrates the Intelligent Fire Controller (IFC) fire alarm panel, the Firefighters Smoke Control Station, and damper and fan control points throughout the facility using BACnet and LONWORKS devices.

System Configuration Tools

The tools for system configuration are an integral part of the concept and design of the Metasys system extended architecture. The user experience for offline or online configuration and system operation have a similar look and feel.

Metasys System Extended Architecture Product Bulletin

The Site Management Portals online system configuration capabilities are integrated into both Server and Engine devices. The integrated configuration capabilities include: automatic discovery of field devices on an engines BACnet, LONWORKS, and N2 buses to accelerate the configuration process automatic discovery for Metasys N1 networks through NIEs standard system navigation tree for all connected networks simple creation of customized user navigation trees and powerful tabular summaries custom graphics configuration user administration for the Site Management and Ready Access Portals point naming and setting of operating parameters alarm and event message routing graphical Logic Connector Tool for custom programming downloading, uploading, and archiving network engine databases support of the configuration and commissioning tools for controllers on the N2 bus, MS/TP bus, and ZigBee wireless mesh network demand limiting and load rolling configurations

Summary
The Metasys system extended architecture is the most comprehensive building automation and facility management system on the market. Over time, the system has evolved with todays Internet technologies and IT standards, and now offers even more features that enhance the performance of the systems and services within your facilities.

The SCT provides an offline mechanism for a project design engineer to create a database for their site and simulate automatic sequence of control and custom logic programs before starting up the equipment at the job site. The SCT can be integrated with the site to provide database loading and scheduled backups of the sites server and engines. The SCT software package includes the Controller Configuration Tool (CCT) for the BACnet MS/TP controllers. CCT allows you to build a control application from the ground up or to use the library of standard applications. Once the application is built, the CCT allows you to run and test the application in simulation mode to see how it performs.

Metasys System Extended Architecture Product Bulletin

Related Documentation
Refer to the following product bulletins listed in Table 2 for technical specifications and information on operating and performance characteristics of the Metasys system extended architecture. Table 1: Related Documentation For Information On
Metasys System Overview Network Automation Engine Application and Data Server Network Integration Engine Network Control Engine Export Utility Graphic Generation Tool Metasys System Field Controllers and Related Products LONWORKS Based Products for Integration into Metasys system Metasys for Validated Environments (MVE)

See Document
Metasys System Extended Architecture Overview Technical Bulletin

LIT or Part Number

LIT-1201527

Network Automation Engine (NAE) Product Bulletin LIT-1201160 Application and Data Server (ADS/ADX) Product Bulletin Network Integration Engine (NIE) Product Bulletin Network Control Engine (NCE) Product Bulletin Export Utility Product Bulletin Graphic Generation Tool Product Bulletin Metasys System Field Equipment Controllers and Related Products Product Bulletin LN Series Controller Overview Product Bulletin Metasys for Validated Environments, Extended Architecture Product Bulletin LIT-1201525 LIT-1201537 LIT-12011283 LIT-1201800 LIT-12011698 LIT-12011042 LIT-1201979 LIT-12011326

Building Efficiency 507 E. Michigan Street, Milwaukee, WI 53202 Metasys and Johnson Controls are registered trademarks of Johnson Controls, Inc. All other marks herein are the marks of their respective owners. 2011 Johnson Controls, Inc. Published in U.S.A. Metasys System Extended Architecture Product Bulletin www.johnsoncontrols.com 10