M5 Workstation Installation Technical Bulletin

M5 Workstation Installation Technical Bulletin
Technical Bulletin
Issue Date March 11, 2003
M5 Workstation Installation
M5 Workstation Installation..................................................................2
Introduction......................................................................................................... 2
Key Concepts...................................................................................................... 3
Related Information........................................................................................................... 3
New Installation................................................................................................................. 4
Upgrade Installation .......................................................................................................... 4
Installation Types .............................................................................................................. 4
Combination Network ........................................................................................................ 4
M5 Workstation Components ............................................................................................ 5
Default Locations .............................................................................................................. 6
Detailed Procedures........................................................................................... 7
Installing M5 Workstation Software................................................................................... 7
Installing Individual Components .................................................................................... 13
Upgrading the M5 Workstation on an N1 Network .......................................................... 15
Troubleshooting ............................................................................................... 17
Installing Metasys Release 12.0x Software after M5 Workstation Software ................... 17
© 2003 Johnson Controls, Inc.
Code No. LIT-1153300
www.johnsoncontrols.com
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M5 Workstation Installation Technical Bulletin
M5 Workstation Installation
Introduction
M5 Workstation software supports:
•
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.
•
Johnson Controls® N30 devices
•
Johnson Controls/Cardkey® Pegasys® 2000 systems
•
third-party BACnet™ network systems
This document describes how to:
•
install M5 Workstation software
•
install individual components
•
upgrade the M5 Workstation on an N1 network
M5 Workstation Installation Technical Bulletin
Key Concepts
Related Information
Table 1 lists the location of literature related to the M5 Workstation.
Table 1: Related Information
For Information on
Refer to
Metasys OWS
Operator Workstation User’s Manual
Operator Workstation Technical Bulletin (LIT-636013)
M-Trend
M-Trend User’s Manual
M-Graphics
M-Graphics User’s Manual
M-Historian
M-Historian Technical Manual
M-Authorize
Using M-Authorize Technical Bulletin (LIT-6424400)
M5 Workstation
M5 Workstation User’s Guide
M-Explorer
M-Command
M-Inspector
M-Explorer User’s Guide
M-Schedule,
M-Calendar
M-Schedule/M-Calendar User’s Guide
M-Alarm
M-Alarm User’s Guide
M-Password
M-Password Technical Bulletin (LIT-1153150)
M-Password Application Actions Technical Bulletin
(LIT-1153175)
Objects
Object Dictionary
N1 OPC Data Server
Appendix A: N1 OPC Data Access Server Technical
Bulletin (LIT-643300)
Appendix B: N1 OPC Data Access Server Advanced
Concepts Technical Bulletin (LIT-643325)
N1 OPC Alarm and
Event Server
M-Alarm User’s Guide
N1 Trend Collector
M5 Workstation User’s Guide
M-Collector
Using M-Collector Technical Bulletin (LIT-1153700)
N30 Supervisory
Controller
N30 Supervisory Controller Quick Start Technical
Bulletin (LIT-6891200)
N30 Supervisory Controller User’s Manual
N30 Supervisory Controller Networking Technical
Bulletin (LIT-6891300)
PC Requirements
Metasys Installation and Platform Requirements
Technical Bulletin (LIT-12012)
Cardkey Pegasys 2000
Pegasys 2000 NT (PUBL-3089)
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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 Alarm 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:
•
Metasys N1 networks
•
Johnson Controls N30 devices
•
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:
•
M5 Master
•
Screen Manager for the user interface
•
M-Authorize
•
M-Password
•
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:
•
M-Alarm
Note:
M-Alarm requires appropriate AE server (N1 AE server for
Metasys networks, BACnet server for N30 networks)
•
M-Graphics
•
M-Trend
•
Microsoft® Access historian database
•
N1 Trend Collector
•
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:
•
Metasys Person-Machine Interface (PMI) Release 12.0x
•
AspenTech® InfoPlus.21® Historian
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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
Location
M-Graphics
C:\Program Files\Johnson Controls\M-Graphics
Screen Manager
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
M5 Workstation Component 1.1
C:\Program Files\Johnson Controls\M5 Component
M-Collector
C:\Program Files\Johnson Controls\M-Collector
M-Historian (Microsoft Access)
C:\Documents and Settings\All Users\Application
Data\Johnson Controls\M-Data\Access Historian
M5 Master
C:\Program Files\Johnson Controls\M5 Master
Data Files
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 restrictions 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.
Figure 1: Initial Install Dialog Box
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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).
3. 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:
We recommend you use the default location.
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 program 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
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).
Figure 4: Install Type Dialog Box
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M5 Workstation Installation Technical Bulletin
8. Select Typical and click Next. The Select Components dialog box
appears (Figure 5).
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
Figure 6: Select Components Dialog Box
9. Click OK. The Select Program Folder dialog box appears
(Figure 7).
Figure 7: Select Program Folder Dialog Box
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M5 Workstation Installation Technical Bulletin
10. Click Next to continue. The Start Copying Files 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:
•
copying shared libraries
•
registering components
•
updating shared components
•
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:
•
M-Authorize
•
M-Password
•
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.)
•
M-Graphics
•
M-Trend
•
M-Alarm
•
M-Explorer
•
Access Historian
•
N1 Trend Collector
•
M-Collector
•
BACnet OPC Server
•
N1 OPC Data Server
•
N1 OPC Alarm and Event Server
•
Screen Manager
•
M5 Component 1.1
M5 Workstation Installation Technical Bulletin
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Figure 8: Autologin Setup Dialog Box
Note:
After the progress indicator bar reaches 100%, the Setup
Complete screen appears.
12. Click Finish 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).
3. 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, 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).
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M5 Workstation Installation Technical Bulletin
Figure 9: Select Components Dialog Box: Individual
Note:
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
Applications
M-Graphics, M-Trend, M-Alarm, M-Explorer
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
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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.
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).
3. 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:
If you 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.
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M5 Workstation Installation Technical Bulletin
Figure 10: Overlapping Components Found Screen
11. Click Next to continue.
12. Complete the installation as detailed in the Installing
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
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Troubleshooting
Installing Metasys Release 12.0x Software after M5 Workstation
Software
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 Installing M5 Workstation Software
section of this document.
3. From the Install type screen (Figure 4), choose Custom.
4. From the Select Components screen, choose only:
•
M5 Master
•
N1 OPC Data Server
•
N1 OPC Alarm and Event Server
•
M5 1.1 Component
5. Complete the installation as detailed in the Installing
M5 Workstation Software procedure in this document, resuming at
Step 8.
Controls Group
507 E. Michigan Street
P.O. Box 423
Milwaukee, WI 53201
www.johnsoncontrols.com
Published in U.S.A.
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