Operator Workstation Technical Bulletin
Transcription
Operator Workstation Technical Bulletin
Issue Date 12/21/01 TECHNICAL BULLETIN Operator Workstation Operator Workstation ..........................................................................5 Introduction......................................................................................................... 5 Key Concepts...................................................................................................... 6 Operator Workstation ......................................................................................................6 Theory of Operation.........................................................................................................6 Multiple Direct Connects..................................................................................................8 Fire OWS ......................................................................................................................11 Components..................................................................................................................11 Design Considerations: Configured or Non-configured Workstation ..............................13 Design Considerations: Direct or Dial-up Workstation ...................................................16 OWS Installation............................................................................................................17 Configuring a Printer for the Metasys System................................................................25 Configuring Metasys Workstations for Printers ..............................................................27 Example of Multiple OWSs with a Single Operating System and Three Printers............27 Mixed Operating Systems .............................................................................................30 Printing Change-of-State (COS) Reports.......................................................................30 Printing Reports and Summaries in Color......................................................................31 General Modem Configuration.......................................................................................33 Wiring—Modems...........................................................................................................34 Commissioning Overview ..............................................................................................36 Commissioning Hardware..............................................................................................37 Commissioning Software: New Job ...............................................................................40 Commissioning Software: Upgrading Existing Jobs.......................................................47 Detailed Procedures......................................................................................... 50 Direct Connecting to N1 LAN – Ethernet Network .........................................................50 © 2001 Johnson Controls, Inc. Code No. LIT-636013 www.johnsoncontrols.com Metasys Release 12.00 2 Operator Workstation Technical Bulletin Direct Connecting to N1 LAN – ARCNET Network ........................................................50 Direct Connecting to NCM .............................................................................................51 Dial-up Connecting to NCM - with Modem .....................................................................51 Dial-up Connecting to NCM - with ISDN ........................................................................52 Adding a Windows Printer in Windows 98 Software.......................................................53 Adding a Windows Printer in Windows NT/2000 Software .............................................54 Adding a Generic/Text-only Printer................................................................................54 Adding an IBM Proprinter Device for NCM Printing .......................................................54 Configuring Metasys Workstations for Printers ..............................................................55 Fixing Line Feed Problems When Using a Serial Printer ...............................................58 Configuring a Printer for Change-of-State (COS) Reports .............................................62 Connecting and Configuring a Modem to an OWS ........................................................63 Connecting and Configuring a Modem to an NCM.........................................................65 Adding User-defined Modems .......................................................................................65 Configuring ISDN Modems ............................................................................................66 Installing the Microsoft Backup Utility.............................................................................68 Removing Additional Drivers .........................................................................................70 Installing Metasys PMI Software: New Job ....................................................................72 Installing Metasys PMI Software: Upgrading Existing Job .............................................73 Appendix A: Autoexec.bat and Config.sys Files ........................................... 77 Config.sys .....................................................................................................................77 Autoexec.bat .................................................................................................................78 Daylight Saving Time.....................................................................................................79 Date/Time Properties.....................................................................................................79 Appendix B: Printer Notes ............................................................................... 80 Supported NCM Printers ...............................................................................................80 Printing from Metasys Software .....................................................................................80 Defining the Printer........................................................................................................80 Printing from Third-party Packages ...............................................................................80 Draft and Quality Modes of Printing ...............................................................................81 Disabling Form Feeds ...................................................................................................81 Windows Printer Name..................................................................................................81 Windows-only (HP-PPA)-type Printers ..........................................................................81 Hewlett-Packard Printers...............................................................................................82 Operator Workstation Technical Bulletin 3 Printers with Mixed Operating Systems .........................................................................82 Panasonic Printers ........................................................................................................82 Appendix C: Sound Capabilities ..................................................................... 83 Alarm Sounds................................................................................................................83 Required Hardware .......................................................................................................83 Modifying the .INI Files ..................................................................................................84 Appendix D: Release 6.0 and Later NCM Memory Requirements ................ 85 Appendix E: Database Conversion ................................................................. 87 PREP-FOR Command ..................................................................................................87 Database Conversion Guidelines ..................................................................................88 Manually Starting the Conversion ..................................................................................88 Conversion Screens ......................................................................................................89 Convert.log....................................................................................................................89 Going Back to Previous PMI Software ...........................................................................91 Restoring Previous Release Database over Converted Database .................................92 Appendix F: Troubleshooting Chart................................................................. 93 Appendix G: ARCNET Troubleshooting .......................................................... 95 ARCNET Interrupt .........................................................................................................95 ARCNET I/O Address....................................................................................................96 ARCNET Base Memory Address...................................................................................97 ARCNET Node Address ................................................................................................99 N1 Bus/Star Setup.......................................................................................................100 N1 Enhanced/Compatible Setup .................................................................................100 ARCNET Model...........................................................................................................100 Config.sys and Autoexec.bat .......................................................................................101 Arcnet.ows ..................................................................................................................102 Appendix H: Windows NT/Windows 2000 Details........................................ 103 OWS Configuration......................................................................................................103 Using Database Backup and Restore..........................................................................104 Unsupported Features.................................................................................................105 Microsoft IntelliMouse Pointing Device......................................................................106 Using PREP-FOR with Windows NT Software.............................................................106 4 Operator Workstation Technical Bulletin Appendix I: Connecting Metasys Release 9.01 OWS to a Metasys Release 10.01 or Later Network ..................................................... 107 Interconnection Issues.................................................................................................107 Appendix J: Ordering Information ................................................................ 109 Operator Workstation Technical Bulletin 5 Operator Workstation Introduction The Operator Workstation (OWS) is an easy-to-use, high-level interface for the operator of a Metasys Building Automation System (BAS). This document describes the OWS and how to: • direct connect to N1 LAN – Ethernet Network • direct connect to N1 LAN – ARCNET Network • direct connect to NCM • dial-up connect to NCM (with modem) • dial-up connect to NCM (with Integrated Services Digital Network [ISDN]) • add a Windows printer in Windows 98 software • add a Windows printer in Windows NT/Windows 2000 software • add a generic/text-only printer • add an IBM Proprinter device for NCM printing • configure Metasys workstations for printers • fix line feed problems when using a serial printer • configure a printer for Change-of-State (COS) reports • connect and configure a modem to an OWS • connect and configure a modem to an NCM • add user-defined modems • configure ISDN modems • install the Microsoft Backup Utility • remove additional drivers • install Metasys Person-Machine Interface (PMI) software: new job • install Metasys PMI software: upgrading existing job 6 Operator Workstation Technical Bulletin Note: Use this document with the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012), which contains hardware and software requirements and supported platforms. IMPORTANT: Windows Version 3.1 software is not supported with Metasys Release 10.01 or later. Windows 95 software is not supported with Metasys Release 11.00 or later. Key Concepts Operator Workstation The Operator Workstation (OWS) is an easy-to-use, high-level interface for the operator of a Metasys BAS. With the workstation, the operator: • monitors the facility. • controls the facility. • examines historical and current information about facility operations. • defines objects and features. Theory of Operation The Metasys OWS hardware is a Personal Computer (PC) that consists of a system unit, color monitor, keyboard, mouse, and a Network Interface Card (NIC). An NIC, modem, and RS-232 allow the workstation to communicate with other nodes such as other workstations and NCMs on the N1 Local Area Network (LAN). The modem provides dial-up communication between the nodes from a remote location, and the RS-232 connection allows the workstation to communicate with an NCM directly. The workstation runs several software packages that provide advanced BAS functions, including the Metasys OWS software, a Microsoft Windows based program. Optionally, the workstation may also have a printer. The OWS is available in several different models from various manufacturers. For a list of supported platforms, see the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012). 7 Operator Workstation Technical Bulletin Types The OWS can be one of five types, depending on how you connect the workstation to the Metasys Network and whether the workstation is configured. The workstation can connect directly to the N1 LAN, to the NCM, or remotely connect to the NCM over telephone lines. Also, the workstation can be a configured device capable of all Metasys Network operations or a non-configured device capable of a limited set of Metasys Network operations. Figure 1 summarizes the five OWS types. LAN Direct Connected 1. Configured N1 LAN NCM Direct Connected 2. Configured, or 3. Unconfigured N2 Bus N2 Bus Note: For Integrated Services Digital Network (ISDN) applications, use terminal adapters in place of modems. NCM Dial-up Connected 4. Configured, or 5. Unconfigured N2 Bus Note: For multi-direct application, see Figure 2. OWSCONF Modem Modem (internal or external) N2 Bus Figure 1: OWS Configuration Options 8 Operator Workstation Technical Bulletin Modes An OWS has two modes of operation: online and offline. The online mode offers the operator the following functions: • Basic Operator Control—Provides basic interaction with the Metasys BAS. The operator receives data, adjusts operating parameters, commands specific operations, reschedules events, and performs uploads and downloads. • Automatic Data Output—Receives messages, warnings, alarms, and reports to a printer or a workstation display or file. • Online Definition—Defines new objects, setup trends, totalizations, demand limiting, and other features. • Dynamic Data Exchange—Provides the exchange of information between the Metasys Network and third-party Windows applications with Metalink software. These applications can use Metasys data from objects and attributes both historically (offline) and dynamically (online). • PC Operation—Performs ordinary PC tasks and runs third-party software such as Microsoft Excel. • NCSETUP for Windows software—Configures the NCM. The offline mode offers the operator or application engineer the following functions: • Data Definition Language (DDL) Definition—Defines hardware and software components of a Metasys Network. • Graphic Programming Language (GPL) Definition—Defines software objects and creates control strategies for the NCM. • PC Operation—Performs ordinary PC tasks and runs third-party software such as Microsoft Excel. Multiple Direct Connects The OWS can connect to multiple NCMs by way of its serial (COM) ports. This application benefits jobs with remote NCMs and a central OWS, where leased or dedicated lines are preferred. Multiple direct connections are useful because you now only need one workstation to connect to multiple NCMs. If your remote NCMs are in different time zones, use the time zone for the network to which you last connected. If several NCMs are active and you change the time-of-day at one network, then only that network has its time updated. Figure 2 shows an example of a multiple direct-connect workstation. 9 Operator Workstation Technical Bulletin N1 LAN To other nodes N1 LAN RS-232 Direct Connects Modem* N2 Bus Modem* NCM NCM NCM NCM N2 Bus * Leased line modem at 9600 baud. NCM NCM MULTOWS Figure 2: Multi-direct OWS As shown in Figure 2, up to four NCMs can connect to Communication (COM) ports of the OWS. The actual number of NCMs that can connect directly to the workstation’s COM ports depends on the type of personal computer. Also notice that a group of NCMs on the N1 can connect from an NCM that is directly connected to the OWS. Each directly connected NCM (or group of NCMs) is on a separate network, which means that each direct-connect network has an individual global database. If you wish to have password access to all directly connected NCMs, you need to define your password separately at each direct-connect network. You can log on to all directly connected networks at the same time. (Use the Network Summary to switch between networks.) Each directly connected NCM can communicate directly with control modules installed next to it in the same NCM or with other NCMs on its remote N1 network. Alarm messages can be broadcasted and acknowledged across networks, even if the operator is not logged on the network that is sending the message. For example, if you are logged on to Network A and a COS occurs at Network B, the report appears on the workstation. To act on this report, you do not need to log on to Network B, as long as you have password access to that network. The system performs the appropriate password checks internally. 10 Operator Workstation Technical Bulletin Since each direct-connect network has a separate global database, the direct-connect NCMs can share data between N1 or N2 devices on the same network. These NCMs cannot perform any of the tasks that are associated with Dynamic Data Access software (for example, obtaining the value of an object from a remote network). These types of tasks require the Metalink interface, a program included with the OWS software. When the Facility Management System (FMS) Logon dialog box appears, a status window for each direct-connect network defined for this PC is shown along the right side of the OWS screen (Figure 3). These direct-connect status windows show the: • network name • OWS COM port being used by the NCM • status of the workstation • communication speed of workstation to NCM connection • the workstation as configured or non-configured FMS Logon OK Select network: Cancel HDQTRS NC Direct3 HDQTRS EAST-BLD HDQTRS Toronto NORTHBLD SOUTHBLD WEST-BLD Enter Password: NORTHBLD COM3 Connected @ 9600 baud Configured NC Direct2 ******** WEST-BLD COM2 Connected @ 9600 baud Configured NC Direct EAST-BLD COM1 Connected @ 9600 baud Configured OWSLOG Figure 3: Logon Dialog Box and Direct-Connect Status Windows Direct-connect status windows can be minimized; in which case, they appear in the task bar at the bottom of the screen. Operator Workstation Technical Bulletin 11 After selecting a network and entering your password, the Network Map displays for the chosen network. The direct-connect boxes remain displayed. They move to the background when you perform a task, such as displaying a summary. A COS report from any directly connected NCM appears on the screen, even when no one is currently logged on. If your password allows, you may acknowledge the report without logging on. However, if you do not have password access, you can only acknowledge that you have read the report by selecting Look Later. Editing DDL File for Multi-Direct Workstation After you have installed the OWS and the PMI software, the last step for configuring an OWS that supports multiple NCM direct connections is to edit the workstation’s Network/Port Configuration DDL file (@NET file). Specifically, add the PORT and NET statements for each multiple network, making sure you follow proper DDL syntax. See the DDL Programmer’s Manual for instructions and a file example. Fire OWS The Fire OWS is an Underwriters Laboratories, Inc. (UL) Listed OWS used for fire alarm reporting as part of the Metasys Intelligent Fire Network. See the Fire Operator Workstation (Fire OWS) Technical Bulletin (LIT-636014) for more information. Components The OWS consists of hardware and software components recommended for the Metasys Network. For a list of supported vendor configurations, refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012). Hardware Components The OWS consists of the following hardware components: • Computer—Includes a system unit, monitor with display stand, keyboard, and mouse. The hard disk drive must have an absolute minimum of 500 MB for loading the system (Windows software, PMI, GPL, and a small database). • Disk Drive—One 1.44 MB 3.5-inch floppy drive is required for loading and backup purposes. Metasys software does not support a 5.25-inch floppy diskette drive. • CD-ROM Drive—A CD-ROM drive (4x or higher) is required for installing Metasys software. 12 Operator Workstation Technical Bulletin • NIC—Card that is installed into the OWS and used to make the physical connection to the network. The type of card depends on whether you connect to an ARCNET or Ethernet network. In both cases, you must have an NIC installed and connected or the OWS cannot communicate on either network. Note: If the NCM is configured to use an Ethernet connection, always have the Ethernet NIC installed in the NCM to prevent download failures. • Serial Communications Board (optional)—Computer board that provides extra serial ports required for connecting one workstation to multiple networks. The serial board needed depends on the model of your PC. Refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012). • Additional Random Access Memory (RAM)—A minimum total of 64 MB of memory is required for Windows 98 software. A minimum total of 128 MB of memory is required for Windows NT and Windows 2000 software. Note: Windows 2000 software/operating system in this document refers to Windows 2000 Professional software/operating system. • Printer (optional)—An output device for printing Metasys summaries and reports in black or color. • Sound Blaster Compatible Sound Board—Adds audio/tone sound to Metasys operations for Change-of-State reporting to help differentiate between alarm levels and enable the use of multimedia technology (optional on Windows 98 software). For Windows NT and Windows 2000 software, a sound board is required. They do not provide support for the PC speaker. • Modems (optional)—Enable dial-up or leased line connections between the OWS and the NCM. A modem is required at an NCM and another at the workstation. • An Integrated Services Digital Network (ISDN) application uses higher speed modems (optional). An ISDN modem is required at the NCM and another at the workstation. The modems supported for use with Metasys software are listed in the Computer Price List (pcprices.doc) at The Advisor > Business Focus > Purchasing/Strategic Procurement > ePurchasing > CG Computer Purchasing. These modems have been thoroughly tested. The baud rates of these modems vary, and the maximum baud rate used on the OWS depends on the dial-up NCM. Refer to the Network Control Module 300 Series Technical Bulletin (LIT-6360251) for specific maximum baud rates. Operator Workstation Technical Bulletin 13 The supported ISDN modem is the ADTRAN ISU Express. An RS-232 cable is used to connect the external modems to the OWS or NCM. Software Components The OWS consists of the following software components: • Metasys PMI Software—Programs that provide all operator Metasys functions, including DDL and Metasys Metalink software. Metalink software is an interface package for the OWS that allows data sharing between the Metasys Network and third-party Windows software packages that are Dynamic Data Exchange (DDE) compatible. • Metasys GPL (optional)—Graphics-oriented programming language for creating software objects and programming control strategies. • Metasys GPL Heating, Ventilating, and Air Conditioning (HVAC) Library (optional)—Set of tested GPL compounds that the application engineer can use to program common BAS applications. • Metasys JC-BASIC Programming Language (optional)—Textual programming language for creating processes. • Third-party Software—Several software packages provided by third-party software manufacturers. For a current list of recommended third-party software packages, refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012). Design Considerations: Configured or Non-configured Workstation Decide whether you want to set up the OWS as a configured or non-configured workstation. A configured workstation, either direct or dial-up connected, is a defined device in the Metasys database and has the full set of communication functions with other nodes. All other nodes on the network can identify a configured workstation. A non-configured workstation is not defined as a hardware object in the Metasys database and has a limited set of communication functions with other nodes. Unlike the configured workstation, any other node on the network cannot identify a non-configured workstation. Therefore, a non-configured workstation does not automatically receive reports from other nodes. Table 1 lists the different capabilities of the configured and non-configured OWS. 14 Operator Workstation Technical Bulletin Table 1: Capabilities of OWS Capability Description Online Database Generation Workstation allows user to: Purpose Configured Nonconfigured Online Provides central operator definition of all Metasys operations. Yes Yes Provides central user override control of all Metasys operations. Also useful for system test. Yes Yes Keeps operator current on status of facility. Yes No Maintenance Provides maintenance flags to the operator based on hours of usage, number of cycles, etc. Optimizes maintenance efforts. Yes No DDE Interface (Metalink Software) Provides data exchange between the Metasys Network and third-party Windows applications. Provides useful reports, spreadsheets, and work orders. Yes Yes Store Historical Data Uploads and stores historical data on system performance automatically. Provides convenient record keeping, and establishes database accessible to third-party programs. Yes No Graphics Allows both graphic and textual data presentation. Provides faster user recognition. Yes Yes Windows Display is divided into regions that can be sized and moved, and act as separate displays. Provides access to several types of information simultaneously. Yes Yes System Archive Stores operating programs and parameter as backup. Provides quick, easy recovery after power loss or system repair. Yes Yes Password Protection Allows definition of different levels of system access for various users as defined by their password. See the Non-configured Workstation Security section. Limits exposure to errors or tampering by unqualified users. Yes Yes NCSETUP for Windows Software Allows you to set up, modify, and configure NCMs for the Metasys Network. Configures NCM for use on Metasys Network. Yes Yes Commands Monitor Facility • define new objects. • modify setup for existing objects. • implement feature actions. Workstation allows access to: • start, stop, or reset operations. • communications. • change operational setpoints. Workstation provides: • pop-up message windows to alert user to special situations. • summaries automatically sent at particular time or event. Continued on next page . . . Operator Workstation Technical Bulletin Capability (Cont.) Description Purpose 15 Configured Nonconfigured Offline GPL Enables operator to program Metasys software functions by positioning and joining graphic symbols. Simplifies custom programming of Metasys BAS. Yes Yes DDL Enables operator to define PC groups, systems, and objects using lines of text. Provides a quick method for defining large blocks of new system/objects. Yes Yes Archive Allows archiving of trend, totalization, follow-up, and status reports. Provides a method of storing data. Yes No Non-configured Workstation Security Carefully consider your security needs when a person with a non-configured workstation has access to a network. A security risk may arise because a non-configured direct or dial-up connection allows any person who has knowledge of the Metasys Network's name and default Level 1 password to view and edit the password database. Non-configured workstations do not have a PC name in the NET.ddl file. See the following NET.ddl file example and note that the NET Keyword string (located in the third line) contains no PC name, thus preventing PC identification on a network. @NET PORT "LPT1", 3 NET "XYZ-BLDG", "XYZ-BLDG NETWORK", NCDIAL "T", "123-4567" The default password, METASYS, is created when the NET.ddl file is compiled. If a workstation has never been connected to a network, only the default password exists. To prevent access to the Metasys system from a non-configured workstation, delete the Metasys default password from the PMI software. Refer to the Defining Passwords (LIT-120150) chapter of the Operator Workstation User’s Manual. Once the Metasys default password is removed, you cannot use non-configured access because a non-configured workstation does not know any other password. Use a configured workstation for dial-up capabilities. 16 Operator Workstation Technical Bulletin Establishing a connection to a network for the first time with a non-configured workstation requires the following steps: 1. Launch PMI. 2. Select a network. 3. Enter Password. (The only possible password is METASYS because you do not have the current online global database.) A direct or dial-up connection launches and establishes a link to the network. IMPORTANT: At this point, you are logged on to the network with the default Level 1 password. The network node manager checks to see if you have the latest online global database. Since you do not have the latest online global database, the latest version is provided including the network password database. IMPORTANT: You are now still logged on with the default Level 1 password and are able to view and edit the password database. To protect your system from a possible security breach using a non-configured workstation, delete the default Level 1 password from your system. Refer to the Defining Passwords chapter (LIT-120150) of the Operator Workstation User’s Manual. Design Considerations: Direct or Dial-up Workstation Consider how to connect the OWS: direct or dial-up. A directly connected workstation connects to the N1 LAN or to an NCM via an RS-232 cable. A dial-up workstation connects to a modem, which allows access to the Metasys Network over telephone lines. The primary difference between direct and dial-up connections is communication speed. Refer to Table 2. Operator Workstation Technical Bulletin 17 Table 2: Design Considerations Type of Connection Maximum Communication Speed Direct N1 LAN 10 Million bits per second (Mbps) Ethernet network 2.5 Mbps ARCNET network NCM100/200 NCM300 Series 1200 to 19,200 baud* 1200 to 57,600 baud NCM100/200 NCM300 Series 1200 to 9600 baud 1200 to 38,400 baud* 57,600 for ISDN Dial-Up Notes: A direct-connect default destination does not work, but a direct-connect OWS can be a default destination. For the NCM300 Series only: Above the 19,200 baud rate, use a 16-character First In, First Out (FIFO) serial card. The serial card must use a 16550AF UART or equivalent. An example of a 16550AF serial card is the BOCA I/O AT55. When selecting the connection types, be sure to follow these rules: • Direct connections can use COM1, COM2, COM3, and COM4, depending on PC type. • Dial-up connections can use COM1 and COM2 only; they cannot use COM3 or COM4. • An expansion board may be required for additional COM in multiple direct connection applications. Refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012) for recommendations for your PC. • The maximum length allowed for the RS-232 is 50 feet (EIA-232-D). If the NCM must be placed in a remote location, use an alternate communication scheme such as dedicated line modems. OWS Installation Physical Dimensions Note: The following specifications for physical dimensions and power vary with the specific platform. See the manufacturer’s literature for details. Table 3 describes typical physical dimensions of the OWS components: 18 Operator Workstation Technical Bulletin Table 3: Physical Dimensions for OWS Typical Area Required (Approximate) System Unit Monitor Height x Width x Depth Height x Width x Depth Keyboard Height x Width x Depth Desktop 152 mm x 406 mm x 419 mm (6 in. x 16 in. x 16.5 in.) 381 mm x 356 mm x 406 mm (15 in. x 14 in. x 16 in.) 51 x 495 x 216 mm (2 in. x 19.5 in. x 8.5 in.) Floor Standing 597 mm x 165 mm x 483 mm (23.5 in. x 6.5 in. x 19 in.) 362 mm x 356 mm x 381 mm (14.25 in. x 14 in. x 15 in.) 51 mm x 495 mm x 216 mm (2 in. x 19.5 in. x 8.5 in.) Portable 114 mm x 216 mm x 343 mm (4.5 in. x 8.5 in. x 13.5 in.) N/A N/A 16.5 mm x 343 mm x 165 mm (0.65 in. x 13.5 in. x 6.5 in.) Type of Chassis Table 4 describes typical physical dimensions of the OWS accessories. Table 4: Physical Dimensions of OWS Accessories Accessory Typical Area Required (Approximate) Height x Width x Depth Printer 127 mm x 419 mm x 356 mm (5 in. x 16.5 in. x 14 in.) Multi-Tech MultiModemII Modem 35 mm x 156 mm x 229 mm (1.4 in. x 6.2 in. x 9.0 in.) ADTRAN ISU Express 41 mm x 165 mm x 210 mm (1.6 in. x 6.5 in. x 8.25 in.) Fiber-optic Transceiver 25 mm x 69 mm x 43 mm (1.0 in. x 2.7 in. x 1.7 in.) Mouse (and Pad) 203 mm x 229 mm (8.0 in. x 9.0 in.) Power Requirements Table 5 describes the typical power requirements for major OWS components. Table 5: Power Requirements Component Power Requirements Desktop Computer 100 VAC-125 VAC at 2.5 A-3.2 A, 50/60 Hz (200 VAC-240 VAC at 1.3 A-2.0 A , 50/60 Hz) Floor Standing Computer 100 VAC-125 VAC at 5.3 A, 50/60 Hz (200 VAC-240 VAC at 2.7 A, 50/60 Hz) Portable Computer 120 VAC at 1.0 A, 50/60 Hz (220 VAC-240 VAC, 50/60 Hz) Printer 120 VAC at 1.0 A, 60 Hz Multi-Tech MultiModemII Modem 115 VAC at 0.3 A, 60 Hz ADTRAN ISU Express 115 VAC, 60 Hz, 6.5 Watt Maximum Dissipation without Plain Old Telephone Service (POTS) or Modem Options 220 VAC, 50 Hz, 13 Watt Maximum Dissipation with POTS and Modem Options Operator Workstation Technical Bulletin 19 Environmental Information Note: The following specifications for ambient operating temperature and humidity vary with the specific platform. See the manufacturer’s literature for details. The OWS is rated for use in light industrial or office room applications, specified as follows: • Ambient operating temperature: 10 to 40°C (50 to 104°F) • Ambient operating humidity: 20 to 80% • The atmosphere must be free of corrosive chemical vapors that may damage electronic equipment. Wiring—Sequence of Steps The wiring procedure depends on whether the OWS is directly connected to the N1 LAN, directly connected to an NCM, or dial-up connected to an NCM. (The following instructions presume all boards are installed and properly configured.) Table 6 provides a summary of OWS connections. Table 6: OWS Connections * Type of Connection Parallel Port Serial Port (COM1) Direct Connect N1 LAN Printer* Not Used N1 LAN Not Used NCM Printer* NCM N/A Up to 3 NCMs Dial-up Connect NCM Printer* Modem N/A 1 Modem (COM2 only) Printer may be connected to a serial port. Network Interface Card Ports Additional Serial Ports (COM2 - COM4) 20 Operator Workstation Technical Bulletin T T Operator Workstation Parallel NCM NCM Note: If the workstation is at the end of line, install 93 ohm T terminator cap on open end of T-connector. = 93 ohm Terminator Cap opwsts Printer Figure 4: Directly Connecting OWS to N1 LAN to RS-232 Serial Port or Operator Workstation to RS-232 Submodule R ESET NCM (door open) Note that the cable used to connect to the NCM Serial Port is not the same cable used to connect to the NCM submodule. Parallel to Serial Port Printer Figure 5: Directly Connecting OWS to NCM101 opwstsb 21 Operator Workstation Technical Bulletin to RS-232 Serial Port or Operator Workstation to RS-232 Submodule RESET NCM200 (door open) to Serial Port Parallel Note that the cable used to connect to the NCM Serial Port is not the same cable used to connect to the NCM submodule. Printer opwst200 Figure 6: Directly Connecting OWS to NCM200 After making the physical connection and turning on the workstation, the initialization and connection process begins. A message window appears on the workstation screen displaying the status of the connection. Do not close this message window (by double-clicking the Control menu box), unless you want to cancel the connection. Closing the window cancels the connection. During the connection process, the message changes to display the current connection status. If the connection fails, the message explains why. The explanation remains on the screen for 5 seconds before the Metasys software begins in offline mode. (In offline mode, data from the NCM is not available.) To retry the connection, correct the reason for the failure and reboot the workstation. Table 7 lists and explains the status and failure messages that can occur in the message window. 22 Operator Workstation Technical Bulletin When directly connecting an OWS to an NCM, follow these guidelines: • The OWS PC port must be set to the same baud rate as the NCM port. • The OWS must have the network to which it is connecting defined in its database. • If you are downloading from the direct-connect workstation to the NCM, the archive node address for the NCM must be the same as the NCM node address. If it is not, the download does not occur. For more information on specifying the archive node address, see the NCM setup information in the NCSETUP for Windows Technical Bulletin (LIT-6360251d). • If you are downloading from the direct-connect workstation to the NCM, wait 2 to 3 minutes for the download to start before assuming failure. Table 7: Messages That Can Occur During Direct Connection Message Explanation Code Downloading Metasys PMI code is being downloaded from the workstation into the NCM. Connected @ XXXX Baud Configured The actual baud rate of connection is displayed in message. XXXX may vary depending on the rate and quality of the connection and can be significantly less than the selected baud. The workstation and NCM are successfully connected at the specified baud rate. The workstation is configured. Connected @ XXXX Baud Unconfigured The actual baud rate of connection is displayed in message. XXXX may vary depending on the rate and quality of the connection and can be significantly less than the selected baud. The workstation and NCM are successfully connected at the specified baud rate. The workstation is not configured. Connecting to NC . . . Physical connection and initialization of workstation is successful. Connection is occurring. Data Downloading Data is being downloaded from the workstation into the NCM. Disconnected, Failed! Cannot Read NC NOVRAM The workstation cannot read the network name from the NCM’s NOVRAM. Disconnected, Failed! Cannot Read NC State Every 30 seconds the workstation attempts to read the state of the NCM. This message indicates the state cannot be read and the workstation has lost communication from the NCM. Disconnected, Failed! Global Data Failed The process of synchronizing global data has failed. Disconnected, Failed! Memory Error An OWS memory error has occurred. Need system reboot. Disconnected, Failed! Network Name Invalid The network name read from the NCM’s NOVRAM is not defined in the workstation’s network database. Disconnected, Failed! No Communication NCM initialization failed or the workstation has become physically disconnected from the NCM. Continued on next page . . . Operator Workstation Technical Bulletin 23 Message (Cont.) Explanation Disconnected, Failed! Port Not Enabled OWS port initialization failed (hardware failure). Disconnected, Retrying Configured Connection between workstation and NCM is lost because the NCM is rebooted or the cable is unplugged. Workstation is retrying connection. This message also occurs immediately before a code or data download. Global Data Updating Global data is synchronizing between NCM and workstation. Initializing . . . The initialization process is occurring. (The workstation must be initialized before the connection process can begin.) NC Must Force Download NCM must be reset by using the reset button on the front, by manual command, or by cycling power on the NCM. NC Needs a Download The NCM needs a download from the workstation. NC Not Defined NCM is not defined. Need to define the NCM in the global database source file. See the Source File Development section (LIT-630020) of the DDL Programmer’s Manual for instructions. Dial-up Connections Figure 7 shows how baud rates can differ between the OWS to the modem, the NCM and the modem, and between the two modems. The baud rate between the OWS and its modem is set in the PC configuration box. The full range of baud rates are valid for all four COM ports (1200 through 57,600). The baud rate between the modems depends on the capability of the modems. The highest baud supported should be used. It does not have to match the baud rate between the PC and its modem or between the NCM and its modem. The actual rate can be significantly less than the selected rate. The baud rate between the NCM and its modem is set in the PC definition window in Metasys software or in the NOVRAM View and Modify dialog box (for download) in NCSETUP for Windows software. The range of valid baud rates depends on the NCM port in which the modem is connected. The highest baud rate to the modem should be used, even if it is not supported by the modem. M ET AS YS modem Figure 7: Modem to Device vs. Modem to Modem Connections The baud rate of connection is the actual rate of communication established between the OWS and the NCM. It is typically the modem baud rate but may be less depending on the quality of the phone line. The rate may change each time a connection is established. 24 Operator Workstation Technical Bulletin Note: You can use an external modem connected to an RS-232 submodule instead of an internal modem. Telephone Line Operator Workstation MDM101 R E S E T Serial Parallel RS-232 Line Modem Printer OPWREM Figure 8: Remote Connection between OWS and NCM ISDN Line Operator Workstation NCM to ISDN modem cable shown connects to NCM Port 2. ISDN Modem Serial Parallel RESET ISDN Modem NCM200 Printer Figure 9: ISDN Remote Connection between OWS and NCM opwisdn Operator Workstation Technical Bulletin 25 Configuring a Printer for the Metasys System Printers that have Windows drivers, including many laser printers, can be configured to print Metasys reports and messages. Color printers can be configured to print various color reports and the Critical summary. For details on color printing, see the Printing Reports and Summaries in Color section of this technical bulletin. Consider the complete system before installing any printers. There are two configuration possibilities: • • Single Operating System (OS) - One or more OWSs, all using a single OS, with one or more printers connected to one or more of the OWSs. (A single OWS with a single printer falls into this category.) - A Single OS is the recommended configuration and is described in the Common Operating System section of this document. Mixed Operating Systems - Multiple OWSs, using mixed OSs, with one or more printers connected to one or more of the OWSs. - Configuration of mixed Operating Systems requires special care. See the Mixed Operating Systems section and Appendix B: Printer Notes in this document for more help. Common Operating System Review the following instructions and the Adding a Windows Printer in Windows 98 Software and Adding a Windows Printer in NT/2000 Software detailed procedures, and make the recommended changes to prevent printer problems when using Metasys software with any Windows OS. See Appendix B: Printer Notes in this document for further hints. To print properly in the system, two procedures must be completed: 1. Install each printer on every OWS using standard Windows installation procedures. 2. Configure Metasys software to work with each printer. 26 Operator Workstation Technical Bulletin Windows 98, Windows NT, or Windows 2000 Software Repeat the Adding a Windows Printer in Windows 98 Software or Adding a Windows Printer in Windows NT/2000 Software procedure for every printer type installed on the Metasys Network. For example, if you have three different printers connected to three of your five OWSs, then you must install three printer drivers on every OWS, even those that do not have printers connected. If you add a new printer later, then you must add the new printer driver to all five OWSs. IMPORTANT: Always reboot the PC when you finish making changes to the Windows Printer configuration. Summary On every OWS, you must install a Windows printer for every printer on the system, even if there are printers with the same name (see Figure 10). Later, rename these printers to match the Metasys printer object name. Each name must be unique. Figure 10: Typical Screen after Installing All Windows Printers for a Metasys Network Operator Workstation Technical Bulletin 27 Configuring Metasys Workstations for Printers After installing the Windows printers on all Metasys workstations, you must configure the individual Metasys printer objects. This procedure is independent of the OS. You must configure every printer on the network. Each OWS with a physical printer connected must undergo this configuration process. See the Configuring Metasys Workstations for Printers detailed procedure. Example of Multiple OWSs with a Single Operating System and Three Printers Here is an example of multiple OWSs with a single OS and three printers. Situation: You have five OWSs all using Windows NT software. Assume the OWSs are named OWS-210 through OWS-214. You have three Hewlett-Packard® Company DeskJet 870C printers: one connected to OWS-210, the second connected to OWS-211, and the third connected to OWS-213. An IBM Proprinter III printer is connected to OWS-214. No printer is connected to OWS-212. Following the preceding process, you have installed the following printers on OWS-214: Local: The default printer LP-214 (renamed from IBM Proprinter III) Generic Text Printer IBM Proprinters devices (renamed from IBM Proprinter devices) Remote: HP DeskJet 870C HP DeskJet 870C (copy 2) HP DeskJet 870C (copy 3) Rename the remote printers as follows: HP DeskJet 870C becomes LP-210 HP DeskJet 870C (copy 2) becomes LP-211 HP DeskJet 870C (copy 3) becomes LP-213 Repeat this process for each OWS (see Figure 11). Table 8 is a complete description of this example. 28 Operator Workstation Technical Bulletin Figure 11: Typical Screen after Windows Printer Installation Complete Table 8: Required Naming Conventions for Single Operating System OWS and Printer Printer After Initial Windows Installation at OWS and Metasys Configuration Windows Printer Names After Renaming the Remote Printers OWS-210 Windows NT Operating System (OS) Local: Local: Local Printer: HP LaserJet 870C Remote: HP DeskJet 870C (Copy 2) HP DeskJet 870C (Copy 3) IBM Proprinter III OWS-211 Windows NT OS Local: LP-2101 Generic/Text Only IBM Proprinters2 devices Remote: LP-211 LP-213 LP-214 Local: LP-2111 Generic/Text Only IBM Proprinters2 devices Local Printer: HP LaserJet 870C LP-210 Generic/Text Only IBM Proprinters devices Remote: HP DeskJet 870C (Copy 2) HP DeskJet 870C (Copy 3) IBM Proprinter III LP-211 Generic/Text Only IBM Proprinters devices Remote: LP-210 LP-213 LP-214 Continued on next page . . . 1. 2. This is the printer that has been installed and tested locally, and directly connected to the OWS. This is an IBM Proprinter device renamed to IBM Proprinters devices. Operator Workstation Technical Bulletin 29 OWS and Printer (Cont.) Printer After Initial Windows Installation at OWS and Metasys Configuration Windows Printer Names After Renaming the Remote Printers OWS 212 Windows NT OS Local: Local: Local Printer: None OWS-213 Windows NT OS (None) Generic/Text Only IBM Proprinters2 devices Remote: HP DeskJet 870C HP DeskJet 870C (Copy 2) HP DeskJet 870C (Copy 3) IBM Proprinter III Remote: Local: Local: Generic/Text Only IBM Proprinters2 devices Remote: HP DeskJet 870C (Copy 2) HP DeskJet 870C (Copy 3) IBM Proprinter III Local Printer: IBM Proprinter III Local: LP-213 Generic Text Only IBM Proprinters devices Remote: LP-210 LP-211 LP-214 Local: LP-2141 Generic/Text Only IBM Proprinters2 devices Remote: HP DeskJet 870C HP DeskJet 870C (Copy 2) HP DeskJet 870C (Copy 3) 1. 2. LP-210 LP-211 LP-213 LP-214 LP-2131 Local Printer: HP DeskJet 870C OWS-214 Windows NT OS (None) Generic/Text Only IBM Proprinters devices LP-214 Generic/Text Only IBM Proprinters devices Remote: LP-210 LP-211 LP-213 This is the printer that has been installed and tested locally, and directly connected to the OWS. This is an IBM Proprinter device renamed to IBM Proprinters devices. 30 Operator Workstation Technical Bulletin Mixed Operating Systems Although installing printers that work across Metasys OWSs with a common OS is relatively straightforward, configuring printers across mixed OSs requires special care. IMPORTANT: You must first ensure that every printer has a driver that has the same name for all operating systems. To ensure the printer driver name is the same for all OSs: 1. Install the printer in the usual way on the OWS to which the printer is to be connected. Print a test page. 2. Move the same printer to another OWS with the alternate OS. Install the printer in the usual way and print another test page. The Windows printer driver names on each test print must match. There is no guarantee that all printers work, even if the driver names are identical. You may see General Protection Violation errors or no printing at all. Many printers emulate another printer. An emulated printer may use a common driver across OSs. Examine your printer manual to check printer emulation. Test the printer as described above to ensure the driver names are the same. When you have a common driver, the configuration is the same as described in the Configuring Metasys Workstations for Printers detailed procedure. You must print a focus window across every OWS once the printers are fully installed. If you add another printer to a Metasys Network with multiple OSs, you must repeat the printer tests to ensure driver names match. Printing Change-of-State (COS) Reports Note: You cannot use an OWS serial printer with Windows NT or Windows 2000 software for COS reports. When the Metasys Network prints COS and transaction reports, it sets the printer to condensed type to ensure that these messages print properly. The printer is set internally by assigning the printer to a character code of 15. Most printers use character Code 15 as the default switch for condensed print. However, if your printer does not work with Code 15, you need to find the correct code in the printer’s literature. Then, add a statement in the METASYS.INI file in the [METASYS] section that identifies the code. (See the Initialization Parameters Technical Bulletin [LIT-636345].) Follow the steps in the Configuring a Printer for Change-of-State (COS) Reports detailed procedure to configure the printer in either case: Operator Workstation Technical Bulletin 31 Printing Reports and Summaries in Color Printers that support color and style (bold and italic) printing can be used with OWSs to provide consistent color and style options for printing COS reports, critical summary messages, and various data that appear in the Metasys windows. If you have a color printer connected to an OWS and you are viewing colored data on the screen (for example, a trend or totalization graph), you can print that data in color. It is not necessary to reconfigure the printer, use a specific printer, or set any parameters on the OWS. Verify that you are using the correct printer driver when printing from a color printer. Printing reports and summaries, however, requires using specific printers and/or making changes to the METASYS.INI file. You can print COS reports in a variety of colors and styles using either dot matrix printers that support ESC/P escape codes sequences or Windows printers without using escape code sequences. The COS Critical summaries can only be printed in red or black, but support any type of color printer. To enable color printing in all cases requires making changes to the METASYS.INI file. Note: Color printing is not supported on an NCM. When using a color printer on an OWS, keep in mind that: • the OWS connected to the color printer must have the color parameters added in that OWSs METASYS.INI file • if two or more printers are connected to a single OWS, both printers must operate identically because both printers use the same METASYS.INI file parameters • if a report is directed to an OWS printer, the destination OWS METASYS.INI parameters take effect • if a critical summary is printed, the METASYS.INI file parameters on the originating OWS take effect • if printing COS messages in color without using escape code sequences, the proper driver must be installed for the color printer Printing Reports Dot matrix printers that can print in multiple colors usually have a four-color ribbon containing the following colors: • Cyan (Blue) • Magenta • Yellow • Black 32 Operator Workstation Technical Bulletin When mixed together, violet, orange, and green are additional options. With the number of colors available, you can specify that you want a particular report, for example a Critical Alarm 1, to print red. In addition, you can print in each style, bold or italic, with any of the colors. Modifying the METASYS.INI Add the specific parameters to the METASYS.INI file for printing colors or special effects. See the Initialization Parameters Technical Bulletin (LIT-636345) for detailed explanations of the defaults and examples of how to change the parameters. To assign a specific color, bold style, or italic style, to a particular report type, add the following (each line specifies the particular report): RrPrintCritical1=xxxx RrPrintCritical2=xxxx RrPrintCritical3=xxxx RrPrintCritical4=xxxx RrPrintOperatorTransaction=xxxx RrPrintFollowup=xxxx RrPrintStatus=xxxx RrPrintCardReader=xxxx xxxx=is a four digit number that defines the desired color/feature. In addition to the RRPrintCritical parameters above, you must add a group of escape codes to specify color and print style to the METASYS.INI file. Open the METAPRN.INI file and identify the block of parameters that correspond to your printer. Copy this block of parameters from METAPRN.INI file and paste into the METASYS.INI file under the section heading [METASYS]. When using Windows printers for color printing of COS messages, no escape codes are required. See the Initialization Parameters Technical Bulletin (LIT-636345) for more information. Printing Summaries Unlike the COS reports that have a variety of color choices, COS summaries can be printed only in red or black. The capability to print in red operates independently from the report logging described in the previous section. Any printer that supports color and is installed in Windows software with compatible Windows driver software can be used to print the COS summaries in red. To enable the red printing, add the following single parameter to the METASYS.INI file: CossumPrintColor=1 See the Initialization Parameters Technical Bulletin (LIT-636345) for the parameter settings. Operator Workstation Technical Bulletin 33 Modifying COS Buffer The COS buffer stores COS reports for printing. Two methods of configuring the buffer are available: Buffer Size and Buffer Interval. The print Buffer Size parameter specifies the number of COS reports buffered before they are sent to the printer. The print Buffer Interval parameter specifies the number of minutes the Metasys system waits until the buffer is sent to the printer, regardless of the number of messages in the buffer. See the Initialization Parameters Technical Bulletin (LIT-636345) for the parameter settings. You may configure up to four printers on an OWS for use at one time. When the COS buffer is enabled, all printers on that OWS are buffered. Each OWS has its own buffer; however, the same initialization parameter is used for all. General Modem Configuration For a list of qualified modems, refer to the Computer Price List (pcprices.doc) at The Advisor > Business Focus > Purchasing/Strategic Procurement > ePurchasing > CG Computer Purchasing. Metasys Release 11.00 and later allows you to select a modem from a list. All supported modem strings are located in MODEM.INI. The new file is referenced for setting up either OWS or NCM modem applications. The MODEM.INI file includes all modems currently supported by Metasys software. New modems can be added in the field as the need arises. The MODEM.INI file is located in the same directory as METASYS.INI. The MODEM.INI file is also available at The Advisor > Products Focus > Field Support Center > System Reps > View files! Browse here > modem.ini. Refer to the Initialization Parameters Technical Bulletin (LIT-636345). Updating MODEM.INI Occasionally a new set of modems supported by the Metasys Network is available from The Advisor Web site. To update a particular customer, copy the entire MODEM.INI from The Advisor and replace the present MODEM.INI on the Metasys Release 11.00 or later job site. Note: Any user-defined modems are lost during the updating process. 34 Operator Workstation Technical Bulletin Wiring—Modems See the Configuring ISDN Modems detailed procedure and refer to the connections below. OWS to Modem The external modem connects to the OWSs serial port (COM1 or COM2) with an RS-232 cable. The pinouts for this cable depend on the type of PC. Use the pinouts for your system. Several machines support the 25-pin COM port. Operator Workstation 25-pin COM Port (male) Modem (male) 1 Shell 2 In Out 2 FG TD Black In 3 RD Brown 3 Out Out 4 RTS Red 4 In In 5 CTS Orange 5 Out In 6 DSR Yellow 6 Out 7 SG Green 7 8 DCD Blue 8 Out 18 Unused Violet 18 In DTR White 20 In In Out 20 OWS-MOD Note: If you are using the Multi-Tech Modem V32L (discontinued), cut pin 18 at the modem end. Figure 12: Cable between 25-pin COM Port and Modem (Allied Part CON94-3870-10) Operator Workstation Technical Bulletin 35 Most machines support the 9-pin COM port. Use a null modem cable or prepare the RS-232 cable as shown in Figure 13. Operator Workstation 9-pin COM Port ( female) 25-pin Modem (male) In 1 2 In In 2 3 Out Out 3 4 In Out 4 5 Out COM 5 6 Out In 6 7 Out 7 8 Out In 8 20 In In 9 22 Out Shell FG Shell PORT-MOD Figure 13: Cable between 9-Pin COM Port and Modem (Allied Part CON94-3690-10) NCM to ISDN Modem This section shows the cable for connecting the NCM (Port 2) to the ADTRAN ISU Express. Use a standard modem cable or prepare the cable as shown in Figure 14. For more information on NCM cables, see the Network Control Module 200 Series Technical Bulletin (LIT-636025) and the Network Control Module 300 Series Technical Bulletin (LIT-6360251). NCM (DTE) DB25 (male) 1 Out 2 In 3 Out 4 In 5 In 6 7 Out 20 FG TD RD RTS CTS DSR SG DTR ISDN Modem (DCE) DB25 (male) Shell 2 In 3 Out 4 In 5 Out 6 Out 7 20 In NCM-TERM Figure 14: Cable between NCM200 Port 2 and ADTRAN ISU Express 36 Operator Workstation Technical Bulletin Commissioning Overview The commissioning process depends on whether this is a new or existing job. This section provides an overview of the two processes. If the OWS does not function properly after installation, refer to Appendix F: Troubleshooting Chart at the end of this document. Notes: The information in this document is current as of its printing date. For updates, refer to the Readme.ows and Install.ows text files provided with the new release of the software. Perform a PREP-FOR command before database restoration or conversion to set up environment variables. Refer to Appendix E: Database Conversion. Commissioning a New Job To commission a new job: 1. Install the hardware: memory (RAM), ARCNET board, extra serial boards, and mouse. Some of these steps are optional depending on your system. Refer to the instructions for your particular platform in the Commissioning Hardware section. 2. Install the Metasys PMI software. PMI installation involves setup steps (such as installing third-party software, if necessary). Refer to the Commissioning Software: New Job section. 3. Connect the OWS to the Metasys Network. Refer to the steps in the Connecting and Configuring a Modem to an OWS detailed procedure and the Wiring—Modem section. Commissioning an Existing Job Commissioning involves installing the new Metasys software release over the old software release if: • this is an existing job • the hardware configuration is correct • the job does not use multiple direct connections Refer to the Commissioning Software: Upgrading Existing Jobs section. However, if the job uses multiple direct connections, but additional serial boards are not already installed on your system, you need to install serial boards. In this case, refer to Extra Serial Boards in the Commissioning Hardware section. Refer to the Commissioning Software: Upgrading Existing Jobs section to install the Metasys software. Operator Workstation Technical Bulletin 37 Commissioning Hardware Commissioning hardware can involve the installation of the following equipment: memory, an NIC, extra serial boards, and a mouse. Specific procedures may depend on the model and brand of equipment being used. Computer Platforms The hardware required for an OWS may include added memory, an NIC, extra serial boards, and a mouse. Refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012) for the specific requirements of your system. IMPORTANT: When installing hardware, follow anti-static precautions. ! CAUTION: Disconnect the computer from all AC voltage sources before installing boards. Dangerous voltages in the power supply and display monitor can be present. Memory Computers may require additional memory to run Metasys software. A Single Inline Memory Module (SIMM) or expansion board provides memory. Install the module or expansion board, referring to the manufacturer’s literature for instructions. Network Interface Card (NIC) Note: The following information does not apply to any portable OWS that directly or remotely connects to an NCM. The OWS requires an NIC to communicate on the N1 LAN. (The OWS cannot operate without an NIC on the N1 LAN.) You can use either an ARCNET card or an Ethernet card. This section includes instructions for installing the ARCNET card. For details on installing the Ethernet card, see the N1 Ethernet/IP Network Technical Bulletin (LIT-6360175). If you are experiencing problems with the ARCNET N1 communications, refer to Appendix G: ARCNET Troubleshooting for troubleshooting tips. Contemporary Control Systems, Incorporated (CCSI) is the supplier for ARCNET Network Adapter cards. Their model number is PCA66-CXB. The card is configurable for either 8-bit or 16-bit operation and can be used in both the NU-NCM300/350 and the OWS. Operator Workstation Technical Bulletin When ordering an ARCNET Network Adapter card from Johnson Controls Customer Service, use model number NU-NET101-0. This model number applies to the preferred Network Adapter card for this application. At this time, it applies to the PCA66-CXB ARCNET interface card supplied by CCSI. The PCA66-CXB is not a Plug and Play Network Interface card (Figure 15) and requires manual setup in an OWS. There are sufficient jumpers to allow the selection of Base Input/Output (I/O) Address, Base Memory Address, and Interrupt Request line settings compatible with the operation of all components within the OWS. Use the suggestions shown in Table 9 and Table 10 as starting points. Each PC configuration may need to be examined and have the suggested settings changed in order to make the OWS function properly. Please refer to the PCA66-CXB ARCNET interface card user manual supplied by CCSI to determine alternate jumper setting combinations. See Table 9 and Table 10 for suggested jumper and interrupt settings when using the CCSI ARCNET PCA66-CXB in an OWS. IOS0 IOS1 IOS2 ENROM IOS0 IOS1 IOS2 MS0 MS1 Ms2 MS3 MS4 CCSI Arcnet PCA66, 16-bit MS0 MS1 MS2 MS3 MS4 (Not installed) Bayonet-Neill-Concelman (BNC) Standard R Microsystems Corporation (SMC) COM90C66 Boot ROM (Not installed) IRQ15 IRQ14 IRQ12 IRQ11 IRQ10 IRQ7 IRQ6 IRQ5 IRQ4 IRQ3 IRQ2/9 Dual Light-Emitting Diode (LED), Yellow=Accessed Green=Transmitting Typically No Connections Used for bus speed compatibility settings. 12 3 4 5 6 78 E4 BALE IOCHRDY OWS MEMEN16B 38 Least Significant Bit (LSB) Open = 1 Close = 0 Most Significant Bit (MSB) ccsiarcnet Figure 15: CCSI ARCNET Board Node ID 39 Operator Workstation Technical Bulletin Table 9: Jumper Settings for the CCSI ARCNET PCA66-CXB in an OWS Switch Value Base I/O Address SW1 2E0h Base Memory Address SW1 CC000h Note: Jumper Settings MS0 MS1 MS2 On On MS3 On MS4 Off IOS0 IOS1 IOS2 On Off On On Address jumper must be On in order to create a logic zero. Table 10: IRQ (Interrupt) Settings for the CCSI PCA66-CXB in an OWS Value Interrupt IRQ5 Interrupt Setting 2/9 3 4 5 6 7 10 11 12 14 15 Off Off Off Jumper Off Off Off Off Off Off Off Extra Serial Boards The following information does not apply to any portable platforms. If you want the OWS to connect to multiple NCMs, additional serial connections are required. The workstation supports up to three serial connections: COM1, COM2, and COM3. Standard systems typically provide COM1 and COM2. For COM3, install an ISA serial board. (For ordering information, refer to Metasys Installation and Platform Requirements Technical Bulletin [LIT-12012].) Mouse Install the mouse, referring to the mouse literature for detailed installation instructions. For the portable platforms, install the mouse into serial port COM1, the dedicated mouse port. (Use serial port COM2 for direct or dial-up connection to an NCM.) Other portable platforms may have either a dedicated mouse port or a built-in track ball. 40 Operator Workstation Technical Bulletin Commissioning Software: New Job This section includes instructions on how to install Metasys PMI at a new job. Before installing Metasys PMI software, make sure your system meets the necessary prerequisites listed below. Table 11: Operating System Compatibility Windows Version 3.1 Windows 95 OS Windows 98 OS Windows NT OS Windows 2000 Professional Metasys Release 8.0 X X X Not Recommended Not Recommended 9.0 X X X Not Recommended Not Recommended 10.00 Not Recommended X X X Not Recommended 11.00 Not Recommended Not Recommended X X Not Recommended 12.00 Not Recommended Not Recommended X X X Prerequisites Before loading the Metasys PMI software, verify the following: • An earlier release of Metasys PMI software is not installed on this machine. The file C:\FMS\BIN\MFG$$$. OWS should not exist. If there is a previous installation, install the Metasys software as described in the Commissioning Software: Upgrading Existing Jobs section. • Windows Version 3.1 and Windows 95 OSs are no longer supported. IMPORTANT: If you upgrade from Windows 95 to Windows 98 software, you must back up any pertinent data, specifically your Metasys system (c:\fms). • Windows 98, Windows NT, or Windows 2000 software is required with the Metasys software. Follow the instructions for the Windows version you are using. Do not set up your PC to perform a dual boot. Use Windows 98, Windows NT, or Windows 2000 software on a single OWS. Operator Workstation Technical Bulletin 41 • Metasys PMI software should be installed directly on a newly installed Windows 98 system. Upgrading from Windows 95 systems to a Windows 98 system is not recommended because extraneous files are left on the system. Also, a known problem with Superbase 4™ software exists when running Metasys software on an upgraded Windows 98 system. • Screen savers on PCs running Metasys PMI software should be disabled. • GPL requires 525 K of conventional memory. • To use the Enhanced Report Group feature, all NCMs must have a minimum of 4 MB of RAM. • The OWS platform must have a Pentium processor. • Hard disk space requirements are listed below. PMI (including Metalink) 43 MB (Note 1) GPL Software (Optional) 7.0 MB (Note 2) JC-BASIC (JCB) Software (Optional) 7.0 MB (Note 2) GPL HVAC Library (HLIB) Software (Optional) 5.0 MB (Note 2) Metasys Application Enabler (MAE) Software (Optional) 34.0 MB (Note 1) Note 1: Of this number, the installation program temporarily uses 5 MB for the install. This 5 MB is returned to the system when the install is complete. Note 2: Of this number, the installation program temporarily uses 1 MB (approximate) for the install. This 1 MB is returned to the system when the install is complete. • If you are installing all packages (except MAE), the total disk space requirement is 34 MB (approximate). • Make sure that you are using PKZIP/PKUNZIP Version 1.02. Do not use PKZIP/PKUNZIP Version 2.04. PKZIP and PKUNZIP are used with SAVEDB and RESTDB Move utilities. PKZIP/PKUNZIP Version 2.04 is backward compatible and works with files that have been zipped with Version 1.02, but Version 1.02 is not forward compatible. Files zipped with Version 2.04 cannot be unzipped with Version 1.02. 42 Operator Workstation Technical Bulletin Setup Setup instructions include: • Installing Windows software • Installing Micrografx Designer software (not supported at Metasys Release 11.00 or later) • Installing Metasys PMI software IMPORTANT: Metasys software has not been qualified with Novell IntraNetware software. Several problems have been documented when customers attempt to run Novell IntraNetware with Metasys software. Johnson Controls strongly advises that you isolate the Metasys Network. The following problems have been documented on Windows NT machines when Novell IntraNetware is installed. 1. When you reboot the PC, the time is set back one hour. Workaround: Remove IntraNetware and use Microsoft Client Service software. 2. Environment variables and paths are no longer set when you open a DOS window. You cannot run DDL. Workaround: Do not log into IntraNetware before loading PMI (or see Workaround No. 1 above). 3. Analog software object commands (AI, AD, AOS) cause PC problems. Workaround: Ensure Netfinity System Management drivers are not installed. (See Workaround No. 1 above.) Operator Workstation Technical Bulletin 43 Installing Windows 2000/Windows NT Software Install Windows 2000/Windows NT software before installing Metasys PMI. See your Windows software manual for more information. Install 2 (SP2) for Windows 2000 software. Install Service Pack 6a (SP6a) for a Windows NT Version 4.0 workstation and any hot fixes. You can download Service Pack 2 and Service Pack 6a from the Microsoft Web site, www.microsoft.com/downloads/. Note: Make sure the Windows 2000/Windows NT Workstation is running error-free on an in-house network (if applicable), prior to installing Metasys software. Refer to Appendix H: Windows NT/Windows 2000 Details for backup information. Installing Windows 98 Software Install Windows 98 software before installing the Metasys PMI. Windows software requires 35 to 40 MB of disk space. Note: The swap file size is controlled by Windows software. Before installing Windows software, if the following commands exist in the Autoexec.bat file, remove them or temporarily cancel them. See the DOS manual for instructions on canceling the commands. APPEND, ASSIGN, JOIN, SUBST These commands redefine drive letters or directory names and can prevent proper installation. After Windows and Metasys software installation, you may add these commands back to the Autoexec.bat file. Install Windows 98 software as described in the Windows manual. Perform a custom installation so that you can install the Microsoft Backup Utility required to back up your Metasys databases. The Microsoft Backup Utility is found in the Disk Tools selection in the Installation program. After installing Windows software, see the Installing the Microsoft Backup Utility detailed procedure. 44 Operator Workstation Technical Bulletin ARCNET Driver Conflict While not recommended, some users run Metasys database applications in a DOS window while keeping Metasys software active on the OWS. If the OWS has the ARCNET drivers that come with Windows software loaded (instead of the Metasys ARCNET drivers), this can cause a serious network (N1) corruption. The typical Metasys database applications performed are DDL, UNDDL, or GPL. This ARCNET Driver conflict causes NCMs to randomly reset. The solution is to remove the additional ARCNET driver added by Windows software, and do not run Metasys database generation tools such as GPL, UNDDL, and DDL while Metasys PMI is currently active on the same workstation. See the Removing Additional Drivers detailed procedure. Installing Designer Install Micrografx Designer 3.1 (plus OLE) or Micrografx DRAW software (optional). The Micrografx Designer or DRAW program is required to create Metasys graphics on the system. Notes: Micrografx Draw and Designer software are supported through Release 10.02. Use M-Graphics and M5 Workstation software with Metasys Release 11.00 or later. Micrografx Designer 4.0 is not compatible with Metasys software. It is recommended that you do not use Micrografx Designer 4.0 for Metasys graphics. Install Micrografx Designer or Micrografx DRAW as described in the manuals provided with the software. The Micrografx Designer installation program asks whether you want to install various options. The recommendations follow: Table 12: Designer Options Micrografx Designer Installation Option Recommended for Metasys Software Micrografx Designer Yes Adobe Type Manager (ATM) No TypeAlign No Outline Fonts optional* Drivers No Telegrafx No Translators AutoCAD DXF File Translator only Samples No Clip Art No * Windows 95 software: If you are using Roman fonts, you must install outline fonts. Operator Workstation Technical Bulletin 45 Since you are not installing most of the options, you may be using only one (or two) of the Designer disks during installation. The Micrografx Designer program is installed under the C:\WINDOWS\DESIGNER directory. If Micrografx Designer is installed before the OWS software (as described in this document), the DESIGNER parameter is automatically set to Yes in the METASYS.INI file and the Designer path is added to the Autoexec path line. If Designer is installed after the OWS software, you must change the DESIGNER parameter to Yes in the METASYS.INI file, and add the path of the Designer files to the path line in the Autoexec.bat file. Installing M5 Workstation Release 1.1 or Later and Metasys OWS Release 10.01 or Later Software on a Single Platform Because Metasys OWS Release 10.01 or later software and M5 Workstation software deliver different versions of common components, it is important to follow the proper sequence of installation to alleviate problems with integration of these products on a single platform. M5 Workstation Release 1.1 or later software and Metasys OWS Release 10.01 or later software can be installed in any order. However, installing M5 Workstation Release 1.1 or later software over existing OWS Release 10.01 or later software disables the Metasys Release 10.01 Duty/Standby feature. Therefore, M5 Workstation Release 1.1 or later and Metasys OWS Release 10.01 or later Duty/Standby configurations must follow these steps: 1. Install Metasys OWS Release 10.01 or later. 2. Save the four Metasys OWS Release 10.01 or later files listed in Table 13. These files are located in the FMSPATH\bin Directory. Table 13: Metasys OWS File Names File Name Date Time Size ASYNCH.EXE 11/3/99 1:11 A.M. 147,760 bytes LINKMETA.DLL 11/3/99 1:11 A.M. 230,320 bytes METAHOST.EXE 11/3/99 1:11 A.M. 80,208 bytes METASRVR.EXE 11/3/99 1:11 A.M. 36,352 bytes Note: If the Metasys OWS release is later than 10.01, the dates, times, and sizes may be different from those shown in Table 13. This is fine. Copy and save the files. 3. Install M5 Workstation Release 1.1 or later software. 4. Restore the files saved in Step 2. 5. Restart the computer. 46 Operator Workstation Technical Bulletin Installing M5 Workstation Release 1.1 or Later, Metasys OWS Release 10.01 or Later, and M-Web Release 2.0 Software on a Single Platform Because Metasys OWS Release 10.01 or later software, M-Web software, and M5 Workstation software deliver different versions of common components, it is important that proper sequence of installation be followed to alleviate problems with integration of these products on a single platform. We recommend installing these three products in the following order: 1. Metasys OWS Release 9.01 2. M-Web Release 1.0 Note: If the Duty/Standby feature is required, archive the files listed in Table 13. Install M5 Workstation Release 1.0. Restore the files in Table 13. 3. Metasys OWS Release 10.01 or later, or M-Web QuickPatch Version 1.00, in any order. 4. M-Web Release 2.0 5. M5 Workstation Release 1.1 or later Notes: The recommended steps refer to product installation sequencing only, and do not imply that all products are required. If Metasys OWS Release 9.01 software, M-Web Release 1.0 software, or M5 Workstation Release 1.0 software are already installed, skip that installation step. Begin new installations at Step 4, installing Metasys OWS Release 10.01 or later software first. Then follow with Steps 5 and 6. Installing Metasys PMI Software Verify all of the prerequisites above and perform all of the setup activities, then continue with the Installing Metasys PMI Software: New Job detailed procedure. Refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012). The Metasys PMI software product includes Metalink and DDL software. However, the PMI installation procedure does not install standalone programs like the Graphic Programming Language (GPL). Note: Do not use screen savers on Metasys Workstations. Operator Workstation Technical Bulletin 47 IMPORTANT: You must have administrative privileges to install Metasys PMI software on a PC running a Windows NT or Windows 2000 operating system. If not, an error message appears and you cannot install PMI. However, you can install all other products on the CD. Commissioning Software: Upgrading Existing Jobs Upgrading involves making sure your system meets the prerequisites for an upgrade, setting up your system for the upgrade, and installing the upgrade software. Note: If upgrading multiple OWSs, upgrade the archive OWSs first. IMPORTANT: Do not modify Password or Report/Access Groups or perform a global download during the upgrade process (from the time the first OWS is upgraded until the last NCM is downloaded) any time you upgrade from Release 9.01 or earlier to Release 10.01 or later. Refer to Appendix I: Connecting Metasys Release 9.01 OWS to a Metasys Release 10.01 or Later Network in this document. Prerequisites Before loading the Metasys PMI software, verify the following: • An earlier release of the PMI is already installed on this machine. Check the revision number in the file C:\FMS\BIN\MFG$$$. OWS. If this file does not exist, install Metasys software as a new job. See the Commissioning Software: New Job section. • Windows 98, Windows NT, or Windows 2000 software is required with Metasys software. Follow the instructions for the Windows version you are using. Do not set up your PC to perform a dual boot. Use Windows 98, Windows NT, or Windows 2000 software on a single OWS. • The PMI software should be installed directly on a newly installed Windows 98 system. Upgrading from Windows 95 systems to a Windows 98 system is not recommended because extraneous files are left on the system. Also, a known problem with Superbase 4 software exists when running Metasys software on an upgraded Windows 98 system. IMPORTANT: If an attempt is made to upgrade from Windows 95 to Windows 98 software, you must back up any pertinent data, specifically the Metasys system (c:\fms). 48 Operator Workstation Technical Bulletin • Hard disk space requirements are listed below. PMI (including Metalink) 43 MB (Note 1) GPL Software (Optional) 7.0 MB (Note 2) JCB Software (Optional) 7.0 MB (Note 2) HLIB Software (Optional) 5.0 MB (Note 2) MAE Software (Optional) 34.0 MB (Note 1) Note 1: Of this number, the installation program temporarily uses 5 MB for the install. This 5 MB is returned to the system when the install is complete. Note 2: Of this number, the installation program temporarily uses 1 MB (approximate) for the install. This 1 MB is returned to the system when the install is complete. If you are installing all packages (except MAE), the total disk space requirement is 34 MB (approximate). If you are upgrading all packages (except MAE), the total additional disk space requirement must be available. Check the following: • All NCMs must have a minimum of 4 MB of RAM to use the Enhanced Report Group feature. • Make sure you are using PKZIP/PKUNZIP Version 1.02. Do not use PKZIP/PKUNZIP 2.04. PKZIP and PKUNZIP are used with SAVEDB and RESTDB Move utilities. PKZIP/PKUNZIP Version 2.04 is backward compatible and works with files zipped with Version 1.02, but Version 1.02 is not forward compatible. Files zipped with Version 2.04 cannot be unzipped with Version 1.02. Setup The following actions must be performed before upgrading the PMI software: 1. Command all Demand Limiting Load Rolling (DLLR) load group objects to Monitor Only. 2. Upload all NCMs that are archived at this OWS. To upload an NCM, select an NCM on the Network Map, go to the Action menu, and select NC Upload to Archive PC. 3. Verify that this OWS contains all models necessary to download the NCMs archived on this OWS. 4. Archive trend and totalization data, if desired. 5. Verify that no global data items have been changed within the past 10 minutes. If a global data item has been changed, wait 10 minutes for global synchronization to propagate through the network. Operator Workstation Technical Bulletin 49 6. Connect to each dial-up network on the system so that its global database synchronizes with the OWS global databases. You may disconnect after synchronization. 7. Upload global data for each network. Use the Action menu on the Network Map to upload the global data. 8. Do not change any global data items or perform a global download until instructed below. 9. From the Network Map Exit menu, select Program Manager. Select No when you are asked whether you want to keep the BAS running. Terminate any other programs that might be running. 10. Back up the uploaded database. See the Move Utility Technical Bulletin (LIT-636110) for instructions. 11. Clearly label the backup and store it. 12. Back up Metasys data and load Windows software before upgrading the Metasys software if you are upgrading the Windows version and are also installing Metasys software. Refer to the Prerequisites section. Installing Metasys PMI Software Note: If you are installing over Metasys Release 5.2 or earlier software, a database conversion is required. The conversion takes place automatically toward the end of the install program. Follow the onscreen instructions given for the conversion. Refer to Appendix E: Database Conversion for further information on the archive database conversion. Verify all of the prerequisites above and perform all of the setup activities, then continue with the Installing Metasys PMI Software: Upgrading Existing Job detailed procedure. Refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012). The Metasys PMI software product includes Metalink software and DDL software. However, the PMI installation procedure does not install standalone programs like the Graphic Programming Language (GPL). Note: Do not use screen savers on Metasys Workstations. IMPORTANT: You must have administrative privileges to install Metasys PMI software on a PC running a Windows NT or Windows 2000 operating system. If not, an error message appears and you cannot install PMI. However, you can install all other products on the CD. 50 Operator Workstation Technical Bulletin Detailed Procedures Direct Connecting to N1 LAN – Ethernet Network To direct connect to N1 LAN - Ethernet Network (Refer to Figure 4.): 1. Connect the Ethernet cable to the NIC. (The OWS cannot operate without an NIC on the N1 LAN.) Follow the network installation requirements for the selected Ethernet media. Notes: If the NCM is configured for an Ethernet connection, always have the NIC installed in the NCM. If you have a printer, connect the printer cable to the parallel or serial port on the OWS. 2. Connect the keyboard, monitor, and mouse to the appropriate ports on the workstation. Note: After making the physical connection and turning on the workstation, the initialization and connection process begins. A message window appears on the workstation screen displaying the status of the connection. Do not close this message window (by double-clicking the Control menu box), unless you want to cancel the connection. Closing the window cancels the connection. Direct Connecting to N1 LAN – ARCNET Network To direct connect to N1 LAN - ARCNET Network (Refer to Figure 4.): 1. Install a T-connector into the port of the workstation’s NIC. (The OWS cannot operate without an NIC on the N1 LAN.) 2. Connect the N1 LAN cable to one end of the T-connector. If the workstation is at the end of line, connect a 93 ohm terminator cap to the other end of the T-connector. If the workstation is not at the end of line, connect the other segment of N1 LAN cable (that goes to the next node) to the T-connector. Note: 3. If you have a printer, connect the printer cable to parallel or serial port on the OWS. Connect the keyboard, monitor, and mouse to the appropriate ports on the workstation. Note: After making the physical connection and turning on the workstation, the initialization and connection process begins. A message window appears on the workstation screen displaying the status of the connection. Do not close this message window (by double-clicking the Control menu box), unless you want to cancel the connection. Closing the window cancels the connection. Operator Workstation Technical Bulletin 51 Direct Connecting to NCM To direct connect to NCM (Refer to Figure 5 and Figure 6.): 1. If you are connecting one NCM to the OWS, connect a cable from the RS-232 submodule or port on the NCM to the serial port on the OWS. The cable pinouts vary depending on which RS-232 port and which PC you are using. Refer to the Network Control Module 200 Series Technical Bulletin (LIT-636025) and Network Control Module 300 Series Technical Bulletin (LIT-6360251). If you are connecting two, three, or four NCMs to the OWS, connect each cable from the RS-232 submodule or port on the NCM to an available COM port on the OWS. Note: 2. If you have a printer, connect the printer cable to the parallel or serial port on the OWS. Connect the keyboard, monitor, and mouse to the appropriate ports on the workstation. Note: After making the physical connection and turning on the workstation, the initialization and connection process begins. A message window appears on the workstation screen displaying the status of the connection. Do not close this message window (by double-clicking the Control menu box), unless you want to cancel the connection. Closing the window cancels the connection. Dial-up Connecting to NCM - with Modem To dial-up connect to NCM - with modem (Refer to Figure 8.): 1. If you are using the internal modem submodule at the NCM, install the modem into the NCM’s second submodule port. If you are using an external modem at the NCM, connect the RS-232 cable from the modem to the NCM’s RS-232 submodule. Make sure the cable screws are fastened. 52 Operator Workstation Technical Bulletin 2. If you are using an external modem at the workstation, connect the RS-232 cable from the modem to the serial port on the OWS. Refer to the Wiring—Modems section in this document for the cable’s configuration. If you are using the internal modem at the portable workstation, install the modem in the system unit. 3. Connect the modems to the telephone line. Note: 4. If you have a printer, connect it to the OWS. Connect the keyboard, monitor, and mouse to the workstation. Note: The NCM makes multiple connections and disconnections during a download from a dial-up PC. When the PC initiates a download to the NCM, the PC calls the NCM, establishing the connection, and the NCM terminates the connection. The NCM calls the PC back, the code is downloaded, and the NCM terminates the connection again. Finally, the NCM calls the PC back (re-establishing the connection) and the data is downloaded. When the NCM initiates the connection (for example, for a reset), the NCM dials the PC, establishing the connection, and the code is downloaded. Then the NCM terminates the connection, calls the PC back (re-establishing the connection), and the data is downloaded. Dial-up Connecting to NCM - with ISDN To dial-up connect to NCM - with ISDN (Refer to Figure 9.): 1. Connect the RS-232 cable from the modem to the NCM’s RS-232 submodule port. Make sure the cable screws are fastened. 2. Connect the RS-232 cable from the modem to the serial port (COM1 or COM2) on the OWS. Refer to the Wiring—Modems section in this document for the cable’s configuration. 3. Connect the modems to the ISDN lines (following the instructions provided with the adapter). Note: 4. If you have a printer, connect it to the OWS. Connect the keyboard, monitor, and mouse to the appropriate ports on the workstation. Operator Workstation Technical Bulletin Note: 53 The NCM makes multiple connections and disconnections during a download from a dial-up PC. When the PC initiates a download to the NCM, the PC calls the NCM, establishing the connection, and the NCM terminates the connection. The NCM calls the PC back, the code is downloaded, and the NCM terminates the connection again. Finally, the NCM calls the PC back (re-establishing the connection) and the data is downloaded. When the NCM initiates the connection (for example, for a reset), the NCM dials the PC, establishing the connection, and the code is downloaded. Then the NCM terminates the connection, calls the PC back (re-establishing the connection), and the data is downloaded. Adding a Windows Printer in Windows 98 Software Note: Use standard Windows procedures to add a printer to each OWS that should have a printer for the entire system. To add a Windows printer in Windows 98 software: 1. From the Start menu, select Settings > Printers. The Printers dialog box appears. 2. Double-click the Add Printer icon. The Add Printer Wizard dialog box appears. Click Next. 3. Select the Local printer option when a dialog box displays asking how the printer should be attached: Local printer or Network printer. Click Next. 4. Select the manufacturer and model of the printer. Click Next. 5. Select the port you want to use (usually LPT1). Click Next. 6. Enter the printer name. The default printer name is usually fine. Click Next. 7. Print a test page to confirm you have a valid connection. Click Finish. The driver is now loaded on the OWS. 8. Repeat the steps above for every printer type installed on the Metasys Network. 54 Operator Workstation Technical Bulletin Adding a Windows Printer in Windows NT/2000 Software Note: Use standard Windows procedures to add a printer to each OWS that should have a printer for the entire system. To add a Windows printer in Windows NT/2000 software: 1. From the Start menu, select Settings > Printers. The Printers dialog box appears. 2. Double-click the Add Printer icon. The Add Printer Wizard dialog box appears asking how the printer should be managed: My Computer or Network printer server. Select My Computer and click Next. 3. Select the port you want to use (usually LPT1). Click Next. 4. Select the manufacturer and model of the printer. Click Next. Note: If the driver already exists on the computer, you may be asked if you wish to keep the existing driver. Select the Replace existing driver option. Always selecting this option ensures any invalid drivers are overwritten. 5. Enter the printer name. The default printer name is usually fine. Click Next. 6. Select the Not shared option when prompted to answer if you wish to share the printer. Click Next. 7. Print a test page to confirm you have a valid connection. Click Finish. The driver is now loaded on the OWS. 8. Repeat the steps above for every printer type installed on the Metasys Network. Adding a Generic/Text-only Printer Note: The Generic/Text-only printer supports file printing. Install the Windows Generic/Text-only printer on every OWS after you finish adding all physical printers. To add a generic/text-only printer, use the procedure described above for adding Windows printers. Adding an IBM Proprinter Device for NCM Printing To add an IBM Proprinter device for NCM printing: 1. Use the procedure described above for adding Windows printers. 2. Use the Windows Printer Settings option to change (rename) the printer IBM Proprinters devices. The s in Proprinters devices is required to ensure successful NCM printing. Operator Workstation Technical Bulletin Note: 55 The preceding procedure is essential for any Windows NT or Windows 2000 OWS needing to print to NCM printers, but we strongly recommend that you follow the same technique for all OSs. IMPORTANT: Always reboot the PC when you finish making changes to the Windows Printer configuration. Configuring Metasys Workstations for Printers Note: You must configure the individual Metasys printer objects after installing the Windows Printers on all Metasys workstations. Each OWS with a physical printer connected must undergo this configuration process. To configure Metasys workstations for printers: 1. Make the connected printer the default Windows printer. 2. Rename this printer with the appropriate Metasys printer object name. The name is often LP-xxx (xxx=the OWS number). For example, if the OWS is OWS-214, then the printer may be called LP-214. 3. Print a Windows printer test page for the default Windows printer and note the three required parameters: Windows Printer Name, Windows Printer Driver, and PC Port Address. The values for these parameters are needed later in the Metasys Printer Focus window. Windows 98 Printer Test Page Extract the values for the three parameters listed in Step 3 above from the Windows 98 printer test page as shown by the bold print below: Printer name: LP-214 Printer model: IBM Proprinter III Driver name: PROPRINT.DRV Driver version:4.00 Color support: No Port name: LPT1: Data format: EMF The three required parameters with their values in this example are: Windows Printer Name: LP-214 Windows Printer Driver: PROPRINT PC Port Address: LPT1: 56 Operator Workstation Technical Bulletin Windows NT Printer Test Page Extract the values for the three parameters listed in Step 3 above from the Windows NT printer test page as shown by the bold print below: Machine name: OWS-214 Printer name: LP-214 Printer model: IBM Proprinter III Color support: No Port name: LPT1: Data format: RAW Share name: Location: Comment: Driver name: RASDD.DLL Data file: PROPRINT.DLL Config file: RASDDUI.DLL Driver version:4.01 Environment: Windows NT x86 The three required parameters with their values in this example are: Windows Printer Name: LP-214 Windows Printer Driver: PROPRINT PC Port Address: LPT1: Windows 2000 Printer Test Page Extract the values for the three parameters listed in Step 3 above from the Windows 2000 printer test page as shown by the bold print below: Machine name: OWS-244 Printer name: LP-244 Printer model: HP DeskJet 890C Color support: Yes Port name(s): LPT1: Data format: RAW Share name: Driver name: UNIDRV.DLL Data file: HPDJ890C.GPD Config file: UNIDRVUI.DLL Help file: UNIDRV.HLP Driver version:5.0 Environment: Windows NT x86 The three required parameters with their values in this example are: Windows Printer Name: LP-244 Windows Printer Driver: HPDJ890C PC Port Address: LPT1: Figure 16 shows typical settings after this stage. Operator Workstation Technical Bulletin 57 Figure 16: Typical Screen after Renaming the Default Windows Printer Note: 4. If the Metasys printer object does not already exist, add the printer object as described in the Operator Workstation User’s Manual. In the Metasys Printer Focus window, set the Windows Printer Driver Name field to the printer driver obtained during Step 3 of this procedure. In Figure 17, the Windows Printer Driver Name has been set to PROPRINT. 58 Operator Workstation Technical Bulletin Direct connect PC Printer Focus Item Edit View Action Go To X Accessory Help Status Object Name LP-214 Expanded ID OWS-214 PRINTER offline Hardware Graphic Symbol # Operating Instr. # 0 Connection Type PC-DIRECT Default Report 0 PC Name OWS-214 Destination PC Port Address LPT1 Baud Rate Windows Printer - Driver Name: PROPRINT Windows Printer - Printer Name: LP-214 Print9 Figure 17: Example Metasys Focus Window 5. In the Metasys Printer Focus window, set the Windows Printer Name to the Windows Printer Name obtained during Step 3 in this procedure. Figure 17 shows the Windows Printer Name is LP-214. 6. Save and close the Metasys Printer Focus window. Once the information is updated across the network, you can print to this device from any location in the network. Because this information is global data, it is not complete until all printers are configured. Fixing Line Feed Problems When Using a Serial Printer Note: If you are using a serial printer and are having line feed problems after setting up your printers, try changing the Printer Settings in the Properties dialog box. To fix line feed problems when using a serial printer: 1. From the Start menu, select Settings and then select Printers. The Printers dialog box appears. 2. Right-click on the icon for the printer and select Properties. 3. Click the Details tab. Operator Workstation Technical Bulletin 59 Figure 18: Properties Dialog Box with Details Tab Showing 4. Click the Spool Settings button to display the Spool Settings dialog box. 60 Operator Workstation Technical Bulletin ? Spool Settings X Spool print jobs so program finishes printing faster Start printing after last page is spooled Start printing after first page is spooled Print directly to the printer Spool data format: RAW Enable bi-directional support for this printer Disable bi-directional support for this printer OK Cancel Restore Defaults Print14 Figure 19: Spool Settings Dialog Box 5. Select the Print directly to the printer option and click OK to return to the Properties dialog box (Figure 19). Note: If you still have problems, and the printer is on a COM port, skip to Step 11. If it is not on a COM port, try these additional steps. 6. Click the Port Settings tab to display the Port Settings dialog box. 7. Click the Advanced button to display the Advanced Port Settings dialog box. X Advanced Port Settings Use FIFO buffers (requires 16550 compatible UART) OK Select lower settings to correct connection problems. Select higher settings for faster performance. Cancel Receive Buffer: Low (1) High (14) Transmit Buffer: Low (1) High (16) Defaults Print15 Figure 20: Advanced Port Settings Dialog Box 8. Click and drag the Receive Buffer and Transmit Buffer settings to Low 1 (Figure 20). 9. Click OK to save the settings and return to the Port Settings dialog box. 10. Click OK to return to the Properties dialog box. 61 Operator Workstation Technical Bulletin 11. Click OK to close the Properties dialog box and save all settings. Note: If your printer is on a COM port, look at the COM port status by viewing the Communications Port Properties dialog box. From the Start menu, choose Settings and Control Panel. 12. From the Control Panel dialog box, double-click on the System icon. The System Properties dialog box appears. 13. Choose the Device Manager tab. See Figure 21. System Properties General ? Device Manager Hardware Profiles View devices by type X Performance View devices by connection Computer Disk drives Display adapters Floppy disk controllers Hard disk controllers Keyboard Monitor Mouse Network adapters 3Com EtherLink III ISA (3C509/3C509b) in ISA mode X Novell IPX Monolithic Driver Ports (COM & LPT) Communications Port (COM1) Communications Port (COM2) Printer port (LPT1) System devices Properties Refresh Remove Print... OK Cancel Devmgr Figure 21: Device Manager Tab 14. Select Ports (COM and LPT). The list of ports appears underneath. 15. Select the appropriate COM port and press the Properties button. 62 Operator Workstation Technical Bulletin Figure 22: Communication Properties Dialog Box 16. Look under the Device status section on the screen for additional troubleshooting information. Configuring a Printer for Change-of-State (COS) Reports Note: You cannot use an OWS serial printer with Windows NT or Windows 2000 software for COS reports. To configure a printer for COS reports: 1. Install the printer in both Windows and Metasys software as described in the detailed procedures: Adding a Windows Printer in Windows 98 Software or Adding a Windows Printer in Windows NT/2000 Software. 2. Identify the Windows Printer Name from the test page as described in the Configuring Metasys Workstations for Printers detailed procedure. Operator Workstation Technical Bulletin Notes: 63 If a printed report looks fine, the condensed code is set correctly. If a printed report contains garbled text, the condensed code is incorrect. Refer to the literature that comes with your printer to find the code for condensed print. If the printer requires more than one code, separate each with a comma on the same line. Add the following line under the [METASYS] section of the METASYS.INI file. See the Initialization Parameters Technical Bulletin (LIT-636345). <Windows Printer Name>=<condensed code char num> [,<condensed code char num>] For example, if your Metasys Printer Name is LP-217 and the condensed code is 10, the statement is: LP-217=10 For HP DeskJet series printers, the escape sequence for condensed printing is as follows: LP-217=27,40,115,49,52,72 where LP-217 is the Windows Printer Name identified above. 3. Update the following statement in the [METASYS] section of the METASYS.INI file (by changing the 0 to 1) if you want to turn off the automatic form feed at the beginning of every summary: DisableFormFeed=1 Connecting and Configuring a Modem to an OWS To connect and configure a modem to an OWS: 1. Connect a straight-through cable between the modem and workstation. To avoid disconnection, make sure the cable jackscrews are fastened. 2. Select PC Configuration. Figure 23 shows the PC Configuration screen with the Modem Setup button. 64 Operator Workstation Technical Bulletin NETWORK MAP - PC Configuration COM1 COM2 COM3 Device Type Baud Rate NC Dial[modem] 1200 19200 NC Direct 2400 28800 Printer 4800 38400 Mouse 9600 57600 NC Dial[ISDN] 14400 OK Cancel Modem Setup Baud Rate Device Type NC Dial[modem] 1200 19200 NC Direct 2400 28800 Printer 4800 38400 Mouse 9600 57600 NC Dial[ISDN] 14400 Device Type Baud Rate NC Direct 1200 9600 28800 2400 14400 38400 4800 19200 57600 1200 9600 28800 LPT1 2400 14400 38400 LPT2 4800 19200 57600 COM4 Device Type Baud Rate NC Direct pcConfig Figure 23: PC Configuration Screen 3. Select the Modem Setup button and the Modem Setup-PC Configuration dialog box appears (see Figure 24). The dialog box shows a communication port selection and a drop-down list box selection that displays a list of currently supported modems. MODEM SETUP - PC Configuration Modem Port OK COM1 COM2 Cancel Practical Peripherals PM144MT II External modemselc Figure 24: Modem Setup-PC Configuration Dialog Box 4. Select a communication port and a modem brand from the list box, and click OK to copy the selected modem setup string from the MODEM.INI file to the correct spot in the METASYS.INI file. Operator Workstation Technical Bulletin Note: 65 After restarting the OWS, the modem is initialized with the desired setup string. Connecting and Configuring a Modem to an NCM To connect and configure a modem to an OWS: 1. Connect a straight-through cable between the modem and the terminal. To avoid disconnection, make sure the cable jackscrews are fastened. 2. Use WNCSETUP and the Write Modem operation. Selecting Write Modem produces a dialog box similar to the one described above for the OWS. See the NCSETUP for Windows Technical Bulletin (LIT-6360251d) for details on Write Modem. Adding User-defined Modems Note: If the brand modem you are using is not listed, you may add the new modem to the MODEM.INI file. The file is located in the same directory as the METASYS.INI file. To add user-defined modems: 1. Under the [OWS] section in the METASYS.INI file, find the User Defined Modem entry as shown in Figure 25 and create a new modem string definition by following the same format as the other modem definitions. See Figure 25. The first line contains an asterisk followed by the modem name. The second and third lines contain the modem initialization string following the equal (=) sign. For OWS modem entry: *ZOOM 56k External SetCom1ModemProfile=AT&FE0V0X3M1W0S0=1S109=0&C1&D2&Q5&W0&Y0 SetCom2ModemProfile=AT&FE0V0X3M1W0S0=1S109=0&C1&D2&Q5&W0&Y0 *Practical Peripherals PM144MT II External SetCom1ModemProfile=AT&FE0V0X3M1W0S0=1&C1&D2&W0&Y0 SetCom2ModemProfile=AT&FE0V0X3M1W0S0=1&C1&D2&W0&Y0 *User Defined Modem SetCom1ModemProfile=REPLACE THIS LINE WITH YOUR STRING SetCom2ModemProfile=REPLACE THIS LINE WITH YOUR STRING Figure 25: Example of Excerpt from MODEM.INI File Notes: While editing this section, remember to insert the new modem so a User-defined modem line still appears in the list box. If using V.90 modems with V.34 modems, add S109=0 to the AT modem string. Insert it immediately after S0=1 in the modem string. 66 Operator Workstation Technical Bulletin Configuring ISDN Modems Note: The procedure for configuring an ADTRAN ISU Express is the same as the other modems. To configure ISDN modems (ADTRAN ISU Express): 1. Connect a cable between the ADTRAN and either the OWS or the NCM. For the OWS or NCM200, use a 25-pin cable. The cable for a 25-pin COM port is shown in Figure 12 for the OWS and Figure 30 for the NCM. Use a 9-pin cable for the NCM300 and NCM350. The cable for a 9-pin COM port is shown in Figure 13. 2. Start Windows on your OWS and use the terminal emulation program to configure the ADTRAN ISU Express. 3. Set up a HyperTerminal session when using Windows software. The HyperTerminal wizard prompts you for a session name, a communication connection type (referred to as a connector [Table 14]), and the rest of the communication parameters. Use the settings in Table 14. Following the configuration process, Windows prompts you to save the session. Table 14: HyperTerminal Parameters Parameter Setting Baud Rate 19,200 (The baud rate must match the bit rate on the PC/NCM configuration screen.) Data Bits 8 Stops Bits 1 Parity None Flow Control None Connector COM1 or COM2 (depends on current connection) 4. Type the following commands to program the adapter. Press Enter after each command. Note that these commands use the number 0 (zero), not the letter O. After typing the first line and pressing Enter, OK appears below the line you have just typed. When you press Enter after typing the last line, a 0 overwrites the first character of the line. AT&F <Enter> ATV0E0&W <Enter> Operator Workstation Technical Bulletin 5. 67 Type AT!V. The ADTRAN PC or NCM configuration menu appears as shown below. Verify that your settings match those in the figures. Note: Lines 4 and 6 on the PC Configuration Menu show the phone number of the OWS. Line 4 shows the phone number with the area code and extension. Line 6 shows the phone number without the area code. See Figure 26. ISU Express Configuration Menu (PC) 1) NETWORK options = Dial Line 17) CTS Options = Follows RTS 2) Switch Protocol = DMS-100 18) CD Options = Normal 3) Call type = Data 64Kbps 19) DTR Options = Idle when Off 4) SPID 1 = 41422727040111 20) DSR Options =DSR forced on 5) SPID 2 = 21) Flow Control = Hardware Flow 6) LDN 1 = 2272704 22) Data Bits = 8 Data Bits 7) LDN 2 = 23) Parity Bits = None 8) Dial options = AT commands 24) Stop Bits = 1 Stop Bit 9) Auto answer = Disabled 25) PROTOCOL = v.120 10) Answer tone = 26) QUICK Setup No Answer tone 11) Connect Timeout = 30 sec (def) 12) Call Screening = Answer any 13) Call Routing = All types->DTE 14) DTE options = Asynchronous 15) Bit Rate = 19200 16) RTS Options = 1 ms delay Figure 26: ADTRAN Configuration for PC 68 Operator Workstation Technical Bulletin Note: Lines 4 and 6 on the NCM Configuration Menu below show the phone number of the NCM. Line 4 shows the phone number with the area code and extension. Line 6 shows the phone number without the area code. See Figure 27. ISU Express Configuration Menu (NCM) 1) NETWORK options = Dial 17) CD Options = Normal Line 2) Switch type = DMS-100 18) DTR Options = Idle when Off 3) Call type = Data 64Kbps 19) DSR Options = Off idle + test 4) SPID 1 = 41422727020111 20) Flow Control = Hardware Flow 5) SPID 2 = 21) Data Bits = 8 Data Bits 6) LDN 1 = 2272702 22) Parity Bits = None 7) LDN 2 = 23) Stop Bits = 1 Stop Bit 8) Dial options = AT commands 24) PROTOCOL = v.120 9) Auto answer = Enabled 25) QUICK Setup 10) Answer tone = No Answer tone 11) Connect Timeout = 30 sec (def) 12) Call Screening = Answer any 13) DTE options = Asynchronous 14) Bit Rate = 19200 15) RTS Options = 1 ms delay 16) CTS Options = Follow RTS Figure 27: ADTRAN Configuration for NCM The ADTRAN ISU Express is programmed. Repeat Steps 1 through 4 for each adapter. Installing the Microsoft Backup Utility Note: You must install Windows software before installing the Microsoft Backup Utility. To install the Microsoft Backup Utility: 1. Click the Start button on the Windows taskbar. The Start menu appears. 2. Click the Settings - Control Panel menu option. The Control Panel appears. 3. Double-click the Add/Remove Programs icon in the Program Manager. The Add/Remove Programs Properties dialog box appears. Operator Workstation Technical Bulletin 69 4. Click the Windows Setup tab to bring it to the front of the dialog box (Figure 28). Refer to Appendix H: Windows NT/Windows 2000 Details for backup information. ? Add/Remove Programs Properties Install/Uninstall Windows Setup X Startup Disk To add or remove a component, click the check box. A shaded box means that only part of the component will be installed. To see what’s included in a component, click Details. Components: Accessibility Options 0.4 MB Accessories 4.2 MB Communications 0.7 MB Disk Tools 0.0 MB Microsoft Exchange 4.6 MB Space required: 1.6 MB Space available on disk: 40.4 MB Description Includes options to change keyboard, sound, display, and mouse behavior for people with mobility, hearing and visual impairments. Details... 1 of 1 components selected Have Disk... OK Cancel Apply setup Figure 28: Add/Remove Programs Properties Dialog Box with Windows Setup Tab in Front 70 Operator Workstation Technical Bulletin 5. Click the check box next to Disk Tools and click the Details button to display the Disk Tools dialog box (Figure 29). X Disk Tools To add or remove a component, click the check box. A shaded box means that only part of the component will be installed. To see what’s included in a component, click Details. Components: Backup 1.2 MB 2.7 MB 40.0 MB Space required: Space available on disk: Description Program to backup and save data and files. Supports backup to floppy and tape drives. Details... Details... OK Cancel Disktol Figure 29: Disk Tools Dialog Box with Backup Selected 6. Click the check box next to the Backup Utility to select it and click OK. The dialog box closes and you return to the Add/Remove Programs Properties dialog box. Removing Additional Drivers Note: Remove additional drivers if the OWS has the ARCNET drivers that come with Windows software loaded (instead of the Metasys ARCNET drivers) because this can cause a serious network (N1) corruption. To remove additional drivers: 1. In the Windows Control Panel, double-click the Network icon. 2. Select the Configuration tab. 3. Select an ARCNET driver. 4. Click Remove (Figure 30). Operator Workstation Technical Bulletin Figure 30: Network Dialog Box 5. Repeat Steps 3 and 4 for all ARCNET drivers. 6. Reboot the PC. Metasys Release 9.01 or later software provides the EnaArcChk parameter to test for non-Metasys ARCNET drivers. For details, see the Initialization Parameters Technical Bulletin (LIT-636345). 71 72 Operator Workstation Technical Bulletin Installing Metasys PMI Software: New Job Notes: Verify all of the prerequisites in the Commissioning Software: New Job section and perform all of the setup activities, then continue with the installation steps below. Do not use screen savers on Metasys Workstations. IMPORTANT: You must have administrative privileges to install Metasys PMI software on a PC running a Windows NT or Windows 2000 operating system. If not, an error message appears and you cannot install PMI. However, you can install all other products on the CD. To install Metasys PMI software (new job): 1. Keep Windows software running and close all other applications (for example, Metalink software and MS Office). 2. Insert the Metasys CD into the CD-ROM drive. 3. Click the Start button on the Windows taskbar. The Start menu appears. 4. Click the Run menu option. The Run dialog box appears. 5. Type d:/Setup in the Open box and press Enter. Use the appropriate drive letter for the CD-ROM drive. For example, if the CD-ROM is using Drive E, enter e:/Setup instead of d:/Setup. 6. Click on the appropriate check box to select the software you want to install. 7. Select whether you want the program to automatically update your Autoexec.bat file, or whether you want to update it yourself later. If you select to have the file automatically updated, the changes are made directly to the Autoexec.bat file. Note: If you select to not have the file updated automatically, the Autoexec.bat file is not changed. Instead, a new file containing the necessary changes is created. This file is named Autoexec.jci. It is your responsibility to add the necessary changes to the Autoexec.bat file at a later time. These changes are required for Metasys to operate. If you are installing additional software, you must make these changes and reboot the PC before installing other software. 8. Select to reboot the PC. Note: Some PCs may not automatically reboot. If a reboot does not occur within ten seconds after clicking the reboot button, manually reboot the PC by pressing Ctrl\Alt\Del or by cycling power. Operator Workstation Technical Bulletin 73 9. In the Logon dialog box, type METASYS, the default password, or type the password appropriate for the restored database to log on the network. If you wait too long, the slide show program begins to run. If this happens, press any key to return to the Logon dialog box. The Metasys PMI installation is complete. You may now use the OWS functions. For instructions, refer to the Operator Workstation User’s Manual. Note: The install process creates four temporary files. These may not be automatically deleted from the hard drive. Check both the WINDOWS and the TEMP directories for these files, and delete them. (The TEMP directory location depends on the directory specified by the TEMP environment variable). The files that may be created are: ~INS0163.~MP ~INS0363.~MP ~INS0463.~MP ~INS0762.LIB Installing Metasys PMI Software: Upgrading Existing Job Notes: If you are installing over Metasys Release 5.2 or earlier software, a database conversion is required. The conversion takes place automatically toward the end of the install program. Follow the onscreen instructions given for the conversion. Refer to Appendix E: Database Conversion for further information on the archive database conversion. Verify all of the prerequisites in the Commissioning Software: New Job section and perform all of the setup activities, then continue with the installation steps below. Do not use screen savers on Metasys Workstations. IMPORTANT: You must have administrative privileges to install Metasys PMI software on a PC running a Windows NT or Windows 2000 operating system. If not, an error message appears and you cannot install PMI. However, you can install all other products on the CD. 74 Operator Workstation Technical Bulletin To install Metasys PMI software (upgrading existing job): 1. Keep Windows software running and close all other applications (for example, Metalink software and MS Office). 2. Insert the Metasys CD into the CD-ROM drive. 3. Click the Start button on the Windows taskbar. The Start menu appears. 4. Click the Run menu option. The Run dialog box appears. 5. Type d:/Setup in the Open box and press Enter. Use the appropriate drive letter for the CD-ROM drive. For example, if the CD-ROM uses Drive E, enter e:/Setup instead of d:/Setup. 6. Click on the appropriate check box to select the software you want to install. 7. Select whether you want the program to automatically update your Autoexec.bat file, or whether you want to update it yourself later. If you select to have the file automatically updated, the changes are made directly to the Autoexec.bat file. Notes: If you select to not have the file updated automatically, the Autoexec.bat file is not changed. Instead, a new file containing the necessary changes is created. This file is named Autoexec.jci. It is your responsibility to add the necessary changes to the Autoexec.bat file at a later time. These changes are required for Metasys software to operate. If you are installing additional software, you must make these changes and reboot the PC before installing other software. A database conversion automatically occurs when upgrading from Metasys Release 5.2 software or earlier. Follow the onscreen instructions given for the conversion. Do not interrupt the conversion. Refer to Appendix E: Database Conversion for further information. 8. Select to reboot the PC. Note: 9. Some PCs may not automatically reboot. If a reboot does not occur within ten seconds after clicking the reboot button, manually reboot the PC by pressing Ctrl/Alt/Del or by cycling power. Cancel the Metasys software load on Windows startup. Operator Workstation Technical Bulletin 75 10. Verify that the Autoexec.bat file contains all the lines shown in the sample files provided in Appendix A: Autoexec.bat and Config.sys Files. For information on the WIN.INI, METASYS.INI and SYSTEM.INI file parameters, refer to the Initialization Parameters Technical Bulletin (LIT-636345). If the OWS is going to connect to the Metasys system via an Internet Protocol (IP) network, see the N1 Ethernet/IP Network Technical Bulletin (LIT-6360175) for additional configuration requirements. 11. Back up the converted database if a database conversion occurred (described in Step 7). Use the Windows Backup Utility. 12. Type METASYS at the C:\> prompt and press Enter. Or start Windows software and click the Metasys icon. 13. In the Logon dialog box, enter your password to log on to the network. 14. Perform a global download for each network (using the Action menu on the Network Map). Notes: If the Metasys subnet (gate) address of any NCM is being changed, the NCM DDL file must be recompiled before the NCM is downloaded. If upgrading from Release 5 software or earlier, run WNCSETUP to select a new download file (Lighting Control) for each NCM101 that has an Intelligent Lighting Controller (ILC) device. 15. Download all NCMs that are archived at this OWS with Code and Data. To download an NCM, select one NCM from the Network Map, display the Action menu, and select NC Download. In the Download dialog box, choose these options: Code and NC Data, and This PC. Download one NCM at a time. Wait for each download to complete before initiating the next download. During the download, the NCM is not controlling equipment. 16. Command desired Demand Limit and Load Rolling (DLLR) load groups to Shedding. The Metasys PMI upgrade is complete. You may now use the OWS functions. For instructions, refer to the Operator Workstation User’s Manual. 76 Operator Workstation Technical Bulletin Notes: The install process creates four temporary files. These may not be automatically deleted from the hard drive. It is advised that you check both the WINDOWS and the TEMP directories for these files, and delete them. (The TEMP directory location depends on the directory specified by the TEMP environment variable.) The files that may be created are: ~INS0163.~MP ~INS0363.~MP ~INS0463.~MP ~INS0762.LIB Operator Workstation Technical Bulletin 77 Appendix A: Autoexec.bat and Config.sys Files During the setup program, you are asked whether you want the program to automatically update the Config.sys and Autoexec.bat files on your computer, or whether you want to make the updates later. If you select to make the updates later, the setup program creates two files with the necessary changes: Config.jci and Autoexec.jci. In this case, it is your responsibility to make sure the changes are added to the Config.sys and Autoexec.bat so that the Metasys system can operate. Verify that the Config.sys and Autoexec.bat contain the lines shown in the following examples (your versions may contain additional lines). These files are in the root directory. (See the Install.ows and Readme.ows files on the Metasys CD for any changes.) Config.sys • On Windows 98 platforms, the Config.sys file must contain the following line: SHELL=C:\WINDOWS\COMMAND.COM /P /E:2048 • On Windows NT or Windows 2000 platforms, in the CONFIG.NT file, normally located under c:\winnt\system32\config.nt, the following line must appear: shell=%systemroot%\system32\command.com e:2048 Replace %systemroot% with the location where Windows NT or Windows 2000 software was installed. 78 Operator Workstation Technical Bulletin Autoexec.bat For all platforms, the Autoexec.bat file should look similar to the following example. In this example, indented text indicates a continuation of a single line that could not fit on one line on the page. These lines must be present, but they may appear in a different order. The Autoexec.bat file might also include additional lines that were present in the original Autoexec.bat. @ECHO OFF PROMPT $p$g PATH=C:\WINDOWS;C:\WINDOWS\COMMAND;C:\BATCH;C:\ DFEDIT;C:\FMS\BIN;C:\FMS\BIN\GPL (Note 1) SET DFEDIT=C:\DFEDIT SET TMP=C:\GPLTMP SET GPLUMAC=C:\CUSTUMAC SET GPLCMP=C:\ SET GPLPATH=C:\FMS\DATA SET FMSDATA=C:\FMS\DATA SET DRIVE=A: SET TEMP=C:\TEMP SET FMSDOS=C:\FMS\DATA SET FMSPATH=C:\FMS *IF EXIST C:\BATCH\SETARCH.BAT CALL C:\BATCH\SETARCH.BAT Note 1: Though all elements of the path must be present in the path line, they may be in a different order. * These lines do not appear for Windows NT or Windows 2000 software. Operator Workstation Technical Bulletin 79 Daylight Saving Time When transitioning from standard time to daylight saving time or vice versa, it is possible that the time on the OWS and NCM is not set correctly. This problem can also occur in time zones that do not support daylight saving time. If you encounter this problem, add the appropriate line from Table 15 to the Autoexec.bat file on each workstation on the Metasys Network. You must restart the OWS after making the change. Table 15: Autoexec.bat Command Command Description SET TZ=CST6 Central Standard Time SET TZ=EST5 Eastern Standard Time SET TZ=MST7 Mountain Standard Time SET TZ=PST8 Pacific Standard Time SET TZ=IND5 Indiana, a time zone that does not support daylight saving time SET TZ=ASTx All other time zones. See Note. Note: For all other time zones, x is the time zone difference in hours from Greenwich Mean Time (GMT). For example, in Hawaii the command is SET TZ=AST10. In New Delhi, the command is SET TZ=AST5:30. Date/Time Properties For all platforms, you must disable the automatic adjustment for daylight saving time. Disable this feature in the Date/Time Properties dialog box in the Windows Control Panel. Once the year changes in the Windows Date/Time window, it also changes in the Johnson Controls Date/Time box. This change occurs without clicking OK or Apply. The date change is also propagated to all nodes of the Metasys Network. Date-sensitive programs on any workstations on the Metasys Network, such as OEM Historian, may be affected. This situation occurs with Windows 98 software. Windows NT OS at Service Pack 4 or later and Windows 2000 software are not affected. A patch is available from Microsoft Corporation and is posted on The Advisor. 80 Operator Workstation Technical Bulletin Appendix B: Printer Notes These notes apply to printers attached to the OWS. For information on printers directly attached to an NCM, see the Network Control Module 200 Series Technical Bulletin (LIT-636025) and the Network Control Module 300 Series Technical Bulletin (LIT-6360251). Supported NCM Printers A printer directly connected to an NCM must be an IBM Proprinter device. The specific control codes, which must be compatible, are: Line Feed, Carriage Return, Form Feed, Compress Print On, and Compress Off. Printing from Metasys Software The Metasys Network and applications that run with Metasys software print to the printer specified with the Change Printer option in the Item menu. The printer may be attached to a local port on the workstation or to a printer on a remote workstation. Defining the Printer When defining the printer on the OWS, note that the Windows Printer Name and driver settings in the Printer Definition and Focus windows must match the settings as listed on the Windows printer test page. From the Control Panel, select Printers and select this printer as the default printer in the Printers dialog box. Note: This is also true for DDL, where the Windows Printer Name and printer driver parameters must match the Control Panel settings (the DDL default for Windows Printer Name is IBM PROPRINTERS, and the default for Windows Printer Driver Name is PROPRINT). Also, the settings must match the Windows printer test page. Printing from Third-party Packages Third-party packages (for example, PC Paintbrush software) print to the printer specified with the Change Printer option in the Item menu. The printer may be attached to a port on the workstation or to a port on another workstation. Operator Workstation Technical Bulletin 81 Draft and Quality Modes of Printing Summaries to any network printer are printed in Draft mode (for printers whose Windows drivers support Draft mode). Windows with graphic elements (for example, an Object Focus window with a Trend line graph) are printed in Quality mode. If you want summaries to print in Quality mode, set the following flag in the [METASYS] section of the METASYS.INI file: NearLetterQuality=1 Disabling Form Feeds If you print frequently and want to cut down on paper usage by disabling form feeds, set the following flag in the [METASYS] section of the METASYS.INI file: DisableFormFeed=1 Windows Printer Name The Metasys Network does not support printer names longer than 24 characters. The Windows Printer Name field in the Metasys Network allows for a maximum of 24 characters. One symptom of this problem is that schedule summaries do not print. This problem can be categorized by PCL-type printers and HP-PPA-type printers. PCL-type Printers To restore printing on printers that use the PCL printer language, change the printer name to a name that is 24 characters or fewer. Windows-only (HP-PPA)-type Printers Do not purchase or use Windows only (HP-PPA)-type printers. The printer name on HP-PPA-type printers, also known as Windows only-type printers, cannot be changed, and there is currently no workaround. 82 Operator Workstation Technical Bulletin Hewlett-Packard Printers The following points are issues with HP printers and Metasys software: • Printing may be garbled or in the wrong font. • Improper characters appear on the screen. • There are Direct-Connect Printer (DCP) errors. If you have problems when HP printers are installed with Metasys software, try the following procedure. 1. Install the HP printer using the correct drivers provided on the OWS where the printer is physically connected. Ensure the printer works correctly with any other applications installed on the system. 2. Install one of the following printers on the same OWS. • HP510 for black and white only printing (best option) • HP500C for color printing Note: These are generic printers; the drivers are on your Operating System CD. 3. Make this printer the default driver on this OWS. 4. Install the same driver on all other OWSs in the system. Configure as described in Configuring Metasys Workstations for Printers detailed procedure. Printers with Mixed Operating Systems You must use printer drivers that have the same name if you are trying to print among different OSs. You may have to choose an emulation driver to effect printing across mixed OSs. Printers change so quickly that you should confirm, before you purchase it, that the printer works properly. Confirmation is especially important if you intend to mix OSs across OWSs. Panasonic Printers Difficulties occur when using the Panasonic KX-P2180 printer across multiple OSs. Operator Workstation Technical Bulletin 83 Appendix C: Sound Capabilities With the addition of a sound card to your OWS, you can use multimedia technology, together with Metasys software, to differentiate among Critical Alarm Levels 1 to 4. Previously, the OWS received Critical 1, 2, 3, and 4 alarms with a sounded alarm that was identical for each priority. The sound card together with the Windows Multimedia drivers, allows you the flexibility to select a unique tone for each alarm level. The alarm is sounded when the alarm level is displayed in the dialog box. In addition, the Reminder dialog box can have its own unique sound assigned as well. Alarm Sounds There are four kinds of alarm sounds that correspond to the four critical alarm levels. The Windows Multimedia sound driver sounds the alarm by using a .WAV file. The .WAV file name is defined in the Windows WIN.INI file, and any of the four sounds can be tailored by the operator using the Windows Multimedia recording functions. If the parameters are not defined in the WIN.INI file, then the system default sound setting is used. To enable sound, you must modify the METASYS.INI file and the WIN.INI file, and enable the horn through the Metasys system. Required Hardware To utilize the multimedia features, you must install a 100% Sound Blaster compatible sound card. You can use either the internal PC or external speakers and the Windows Multimedia driver automatically selects the proper speaker type. If the OWS does not have any internal speaker (only a piezoelectric reed), then you need to add the following METASYS.INI parameter: MultiMediaSound=0 This parameter specifies that the default beep is used rather than the multimedia sound .WAV file. Note: Windows NT and Windows 2000 software do not provide support for the PC speaker. Install a compatible sound card to utilize multimedia features. 84 Operator Workstation Technical Bulletin Modifying the .INI Files METASYS.INI To enable multimedia sound, add the parameter listed above, but change the 0 to 1. See the Initialization Parameters Technical Bulletin (LIT-636345) for details. Add the following parameters to the [METASYS] section of the METASYS.INI file to enable sound for the Critical Alarm Reminder Box: SystemAlarmRem= Add all the following parameters to the same section for the .WAV files associated with each alarm: SystemAlarmCrit1= SystemAlarmCrit2= SystemAlarmCrit3= SystemAlarmCrit4= SystemDefault= Note: Be sure to add all the parameters and write the .WAV file name after the =. For example, SystemAlarmCrit1=C:\WINDOWS\MEDIA\ALARM.WAV. See the Initialization Parameters Technical Bulletin (LIT-636345) for the description of each parameter. Operator Workstation Technical Bulletin 85 Appendix D: Release 6.0 and Later NCM Memory Requirements This section applies only if you are upgrading from Release 5 or earlier. New features added to the PMI software at Release 6.0 and later increase the size of some objects in the NCM. This size increase may cause the data downloaded into the NCM to use more memory than previous releases. Before starting the Release 6.0 or later upgrade, verify that each NCM has enough available memory to handle the additional memory requirements. You must have a minimum of 50 K allocated memory to use at runtime after downloading is complete. The NCMs most vulnerable to this increase are NCM101 class devices (101, 102, and 401) and NCM200s with NIM102 or NIM202 modules. Use Table 16 to determine the additional memory required for each NCM on the job. Do this calculation for each NCM by entering the number of objects of each type listed, multiply by the given impact factor, and total accordingly. The number of objects of each type can be found by using an UNDDL listing for each NCM. Table 16: Memory Requirements NCM Number Object Type Number of Objects Multiply By Binary Data (BD) x 10 Binary Input (BI) x 10 Binary Output (BO) x1 Multistate Data (MSD) x 10 Multistate Input (MSI) x 10 Multistate Output (MSO) x1 DLLR x 122 LOADS x2 FIRE x 12 Additional Memory Required (in bytes) Additional Memory Required for this NCM Note: If the NCM type is a standard NCM101, you may reduce this Additional Memory Required value by 3000 bytes. This decrease only applies to this type. 86 Operator Workstation Technical Bulletin To determine if the additional memory required may result in an NCM memory problem, compare the total Additional Memory Required number above to the Total available allocable memory in the NCM. If the memory available is less than the additional memory required, the NCM fails to download. To get the Total available allocable memory in the NCM: 1. Choose the NCM on the Network Map. 2. Select Diagnostics from the Action menu. 3. Choose NCM Miscellaneous Data. Operator Workstation Technical Bulletin 87 Appendix E: Database Conversion This section applies only if you are upgrading from Release 5.0 or earlier. Release 6.0 or later PMI software cannot function with Release 1 through 5 databases. Therefore, the database must be converted. The conversion program converts the archive database from a previous release format to the current release format. The following databases are converted: BD, BI, BO, MSD, MSI, MSO, and FIRE object databases, and DLLR and Access (Superbase 4) feature databases. There are two ways of starting the conversion: automatic and manual. Automatic: The automatic method occurs as part of an upgrade of PMI software. After the upgrade, you are informed that a conversion is required and asked whether to continue with the conversion. If you answer yes, the conversion proceeds automatically. If you answer no, no conversion occurs, and you are not allowed to use the PMI, GPL, DDL, or UNDDL software on the unconverted database. Manual: The second way of starting the conversion is to manually type CONVERT at the DOS prompt. (The manual process is described later in this section.) PREP-FOR Command The PREP-FOR command prepares the PC for database conversion or restoration. When using a Windows NT or Windows 2000 based operating system, issue the PREP-FOR command with c:\winnt behind it to direct the PREP-FOR command to the location of the win.ini file. The PREP-FOR command should look like this: PREP-FOR C: \PROJECT\YOURJOB C:\WINNT When using the PREP-FOR command with Windows NT software for C:>PREP-FOR C: \PROJECT\99999999 C:\WINNT, use the Cmd.exe file instead of the Command.com file. If you use the Command.com file and press Enter twice, the PREP-FOR command does not work, regardless of the resulting message. 88 Operator Workstation Technical Bulletin Database Conversion Guidelines When converting an older database for a software upgrade, adhere to the following guidelines: • Before doing a conversion, save the previous database and clearly label the backup. • Keep clearly labeled backup copies of both the old and new databases. (Since databases converted to the current format do not function with previous release PMI software, if you reinstall the previous software, you must restore the previous database.) • Before doing a manual conversion (by typing CONVERT), do a PREP-FOR to set up environment variables. • After the conversion is complete, save the database immediately (using the SAVEDB function) so you have a backup of the converted database. • Remember a Release 1-5 database is incompatible with Release 6.0 or later software, and a Release 6.0 or later database is incompatible with Release 1-5 software. Therefore: - Do not use Release 6.0 or later tools (DDL and GPL) to generate a database for a job at an earlier release. - Do not copy files from an earlier database into a Release 6.0 or later database. Manually Starting the Conversion To manually start the conversion: 1. Save the old database (using SAVEDB) and clearly label the backup with its release number (for example, Release 5.00 or 5.02). 2. Do a PREP-FOR to ensure the environment variables are correct. 3. Type CONVERT at the DOS prompt. 4. Type Y (yes) when asked whether to continue. Then wait for the conversion to complete. If errors were found, check the Log file for their descriptions and locations. 5. Save the converted database after the conversion completes (using SAVEDB) and clearly label the backup as Release 7.0 (or the appropriate release number). Operator Workstation Technical Bulletin 89 Conversion Screens When the conversion program first starts (before performing any actual converting), it checks to see if there is a database to convert and if there is enough available disk space for the conversion. If there is no database to convert or if there is not enough disk space for the conversion, the conversion program exits and, if appropriate, informs you of how much disk space is required. If there is a database to convert and enough disk space, a screen message informs you that a database backup is strongly recommended and asks whether you want to continue with the conversion (Y or N). Enter N (no) if you need to first perform the backup. In this case, perform the backup and then start the conversion manually by typing CONVERT at the DOS prompt. Enter Y (yes) if you already have a backup and want to go ahead with the conversion. The screen informs you of the progress of the conversion. Specifically, it tells you which network and which NCM is being converted at any moment, and whether it is reading or writing the data. The conversion reads all data from one network, writes all data back to that network in Release 6.0 format, and then proceeds to the next network. A Conversion Complete message appears at the end of the process. If errors were found, a message directing you to the log file also appears. Convert.log There is a log file that records the conversion and any errors that were FMSDATA is the directory specified by PREP-FOR (FMS\DATA or project\contract#). Sometimes the conversion process detects errors in the old database (for example, a parameter out of range). The conversion continues; however, the errors are still in the converted database. The log file describes these errors and their locations in a format similar to DDL found. The log file resides in the FMSDATA directory, where syntax. Then fix the errors in the converted database (through online generation, DDL, or GPL). Use the DDL Programmer’s Manual to check for valid ranges. 90 Operator Workstation Technical Bulletin Convert.log Error Message Examples Binary Outputs (BOs) Mapped to XRLs - The most common error message in the CONVERT.LOG file is for BO objects mapped to XRLs. The pulse duration of these BOs has a range of 12 to 3060. However, on many jobs the value in the database is zero. An example of the Convert.log entry for this database problem is: Error Found in Database of BO: Chiller\P3-C XMHW 3, 1, 0, Y ^ Parameter 3 value out of range Conversion continued, error remains in the database Changed or Deleted Network Name - A database with a changed network name or a deleted network may result in the following message: C:\project\contract\net.dob is a directory that contains files which appear to be from an old (but currently unreferenced) network. To prevent problems this directory has been renamed to C:\project\contract\net.old. It is recommended that you delete this directory and its corresponding directory C:\project\contract\net. In this case, check these directories for any files that may need to be saved (DDL source, GPL source, Computer Aided Engineering (CAE) drawings). Save the necessary files, and then delete the directories from the disk. Demand Limiting/Load Rolling - The following message appears in the log file if: • All NCMs are not archived on the same OWS and a Demand Limiting/Load Rolling object has loads on an NCM archived on a different OWS. - or • The BO was deleted from the database but not from the Demand Limiting/Load Rolling load list. Load Group DEMAND\LOADGRP has a BO Load named AHU1\BO7. This BO Load could not be found in the archive database of this OWS. The BO’s Load priority is 4. This load will need to be entered manually. Operator Workstation Technical Bulletin 91 The following message appears in the log file if: • All NCMs are not archived on the same OWS and the BO’s Load Group is archived on a different OWS. - or • The Demand Limiting/Load Rolling object was deleted from the database. GEO1ST\FNST11 is a BO Load whose Load Group cannot be found in the archive database of this OWS. The BO’s Load information must be entered manually after conversion. The following Load information has not been converted and must be entered manually: load locked = N load rating = 8 minimum release time in minutes = 30 maximum shed time in minutes = 10 comfort system name = comfort object name = minimum shed time in minutes = 0 Going Back to Previous PMI Software If you need to go back to the old PMI software and old database after you’ve already upgraded and converted to the new database, use the following procedure: 1. Delete the new database. 2. Get the backup of the previous release database and restore it using the RESTDB command (described in the Move Utility Technical Bulletin [LIT-636110]). 3. Delete the old manufacturing file (MFG$$$.OWS). An install of old PMI software over new PMI software is not allowed unless the manufacturing files are deleted. The manufacturing files are in the C:\FMS\BIN directory (provided that the default, C:\FMS, was selected during installation). 4. Install the previous release PMI software. 92 Operator Workstation Technical Bulletin Restoring Previous Release Database over Converted Database If you need to restore a database saved at Release 5.0 or earlier, you must convert the database after the restore is complete. Restoring a previous release database over a converted database should be done only if absolutely necessary. Note the following before restoring the previous database: • If the Save of the previous database was a Save All, then you must delete the entire archive database on the hard disk before restoring. You must remove the FMSDATA directory and its entire contents and subdirectories from the hard disk. • If the Save was of a single network, you must delete the entire network database on the hard disk before restoring. You must remove the FMSDATA\network directory and its entire contents and subdirectories and the FMSDATA\network.dob directory and its entire contents from the hard disk. Operator Workstation Technical Bulletin 93 Appendix F: Troubleshooting Chart Use Table 17 to help troubleshoot the OWS. Only problems specific to the Metasys Network are covered. See Appendix G: ARCNET Troubleshooting for ARCNET tips. For other hardware and software problems, refer to the manufacturer’s literature. Table 17: Troubleshooting Steps Problem Solution The Windows desktop screen does not Check to see that: display when you try to run Metasys The PC has enough conventional and extended memory available. software. Conventional memory must be at least 530 K. The following files are present and contain the proper statements: AUTOEXEC.BAT, CONFIG.SYS, WIN.INI. Metasys software is fully installed. All required third-party software is properly installed. All cables are securely attached. The monitor is turned on. Blank Windows desktop screen appears and Metasys software will not run. Check to see that: The PC has enough conventional memory. Conventional memory must be at least 530 K. ARCNET board is set up correctly. The following error message appears during Metasys startup if a non-Metasys ARCNET driver is detected: Metasys load aborted due to detection of an active non-Metasys ARCNET driver. Remove the driver via Control Panel – Network then restart Metasys. The EnaArcChk parameter has detected a non-Metasys ARCNET driver. Remove all non-Metasys ARCNET cards: In the Windows Control Panel, double-click the Network icon. Select the Configuration tab. Select an ARCNET driver. Click Remove. Repeat this solution for all ARCNET drivers. Reboot the PC. Logon screen displays, but when you try to log on, system hangs. Check to see that the PC has enough extended memory. The message N1 Initialization Failure displays when you try to run the Metasys Network. Check to see that: The ARCNET board is installed. If you have an IBM computer, the interrupt level and I/O address of the ARCNET board are set correctly, and match the settings in the METASYS.INI file. If you have a Compaq computer, interrupt level, I/O address, and node ID of the ARCNET board are set correctly. The node addresses on the switches match the node address on the OWS. The DDL file for the BAS is correct and compiled. Continued on next page . . . 94 Operator Workstation Technical Bulletin Problem (Cont.) Solution The Metasys Network begins to boot, but a series of message boxes display indicating that certain files cannot be found. Check to see that: The statements DATA=C:\FMS and FMSDATA=C:\FMS\DATA are in the METASYS.INI file. (If your system uses a different directory structure, for example, C:\project\contract#, these statements reflect the settings defined by the PREP-FOR command.) OWS is not communicating with other nodes on the N1 LAN. Check to see that: T-connector is secured to the ARCNET board on the Workstation. One N1 LAN cable segment is attached to each side of the T-connector; or, one N1 LAN cable segment and a 93 ohm terminator cap are attached to the ends of the T-connector (only if this node is at the end of line). The following parameters for the ARCNET board are properly configured: node ID, interrupt level, I/O address, memory address, and topology (SMC board only). The DDL file for the BAS is correct and compiled. Logon screen will not display. Check to see that: Global DDL file is present and compiled. Network DDL file is present and compiled. The message Archive database is incompatible with current software release. DATABASE CONVERSION IS REQUIRED displays when the PMI software is loading. The archive database is at Release 5 or earlier and needs to be converted. Run the manual CONVERT program as described in Appendix E: Database Conversion. The message Incorrect DOS Version displays when doing a SAVEDB. Appears when a SAVEDB backup is attempted with the incorrect DOS version. An error message, either Internal Error or Incoming Call appears in Metasys software when a laptop computer with a PCMCIA modem attempts to dial out. The problem is a communication port problem. To fix the problem: Create a text file called fixcom1.deb if you are using COM1, containing the following lines: E40:0 F8 03 q Create a text file called fixcom2.deb if you are using COM2, containing the following lines: E40:2 F8 02 q Add the following line to the beginning of the autoexec.bat file: debug<fixcom1.deb>NUL if you are using COM1, or debug<fixcom2.deb>NUL if you are using COM2. Reboot the laptop computer. Operator Workstation Technical Bulletin 95 Appendix G: ARCNET Troubleshooting This section contains tips for troubleshooting ARCNET boards. ARCNET Interrupt The ARCNET interrupt signals the PC when its buffer has information that needs to be sent to the Metasys system. The default ARCNET interrupt (IRQ) for Metasys software is 7. If IRQ 7 is not available, then set up Metasys software to use an IRQ of 2, 3, 4, 5, or 6. If you need a different interrupt other than 7, then the ARCNET board must be configured for the new IRQ level and the METASYS.INI file needs to be modified. Refer to the example below for specific details. The majority of PC vendors define IRQ 7 as the local printer, LPT1. In most cases, this does not affect the Metasys system since the use of IRQ 7 by the printer is only in diagnostic mode. IRQ 7 can be shared/used with the ARCNET board. There are some PCs that cannot share IRQ 7. For these cases, Metasys software ARCNET IRQ must be changed to an available interrupt. Example Problem Description—Typical problem scenario: N1 appears to be online. However, the OWS cannot communicate to any nodes on the N1. There may be several causes for this symptom. One cause is due to an interrupt conflict. Verification—Metasys software uses IRQ 7 as the default interrupt. To determine which interrupts are available, run a diagnostic package such as MSD (Microsoft Diagnostic software). MSD comes standard with Windows software and can be run by typing MSD at the DOS prompt (it is suggested that Windows software is not active when running MSD). View the information block titled IRQ Status. Under the IRQ column, all hardware interrupts used with this PC are identified. From this list, determine the open IRQ levels. Resolution—Once you have identified an unused interrupt and your ARCNET board supports it, set the jumper on the ARCNET board accordingly. Additionally, the METASYS.INI file needs to include this interrupt change. Modify the following line in the METASYS.INI file: ARCNETINT=x where x is the new interrupt level on the ARCNET board. Add this line if it is not already in the METASYS.INI file (this line is not automatically created by the installation program). 96 Operator Workstation Technical Bulletin Notes: If the interrupt was changed from the default of IRQ=7, then you must document this change. It is suggested that you create an ARCNET.OWS file describing all ARCNET settings for this PC. Keep this file in the BATCH subdirectory. Do not keep it in the FMS subdirectory because then it might be deleted during the next PMI update. A sample of a typical ARCNET.OWS file is included in this section, under ARCNET.OWS. A second cause is a vendor conflict between the ARCNET card and the PC. To solve the conflict, change the card to a CCSI ARCNET Card. ARCNET I/O Address The ARCNET I/O address responds to commands being sent from the PC to the ARCNET board and enables the ARCNET status to be returned. The Metasys system default ARCNET I/O address for all ISA bus boards is 2E0 (hex). If there is an I/O address conflict with other controllers, then any unused I/O address may be used. If the ARCNET I/O address is changed, then the METASYS.INI file needs to reflect the same change. Specifically, in the METASYS.INI file, change the line ARCNETIO=x, where x is the ARCNET I/O address decimal equivalent of the hex address set on the ARCNET board. Example Problem Description—May exhibit same symptoms as an interrupt conflict or the Metasys system could indicate N1 Initialization Errors. There may be several causes for these symptoms. For this example, assume an ARCNET I/O address conflict. Verification—Metasys default is 2E0 (hex). Generally, all devices with I/O capability require an I/O address (for example, CD-ROMs, tape drives, communication ports, Ethernet boards, and video boards). To determine which I/O addresses are being used, refer to the I/O device manuals. Resolution—Once all I/O addresses are identified, then refer to the ARCNET manual for which addresses are configurable for the installed ARCNET board. To change the ARCNET I/O address to an unused address, both the ARCNET board and the METASYS.INI file must be modified. On the ARCNET board, set the appropriate jumper/switches per your ARCNET user’s manual. For the METASYS.INI file, change the ARCNETIO=x line, where x is the decimal equivalent to the hex address set on the ARCNET board (2E0 hex = 736 decimal). Operator Workstation Technical Bulletin Note: 97 If the ARCNET I/O address was changed from the default of 2E0, then you must document this change. It is suggested that you create an ARCNET.OWS file describing all ARCNET settings for this PC. Keep this file in the BATCH subdirectory. Do not keep it in the FMS subdirectory because it might be deleted during the next PMI update. A sample of a typical ARCNET.OWS file is included in this section, under the ARCNET.OWS section. ARCNET Base Memory Address The ARCNET base memory address is the input/output address buffer for the ARCNET board. Up to a 16 K block of memory is mapped to the ARCNET board. Any available 16 K block of memory that can be set on the ARCNET board can be used (refer to the ARCNET user’s manual for available base memory address settings). Metasys documentation recommends default settings for some PC types. If there is a conflict with other adapters using the same base memory address, then an alternate 16 K memory block needs to be set on the ARCNET board. A change in the METASYS.INI file is not required. Example Problem Description—Typical Metasys system error messages include N1 Memory Failures and/or N1 Initialization Failures. These are caused by the computer not recognizing the 16 K base memory segment block used by the ARCNET board. Verification—To verify that the PC is communicating to the ARCNET board, an N1 Signature test must be run. This test uses a DOS program called Debug. In running this test, Debug reads the memory address segment of the ARCNET board and responds with the N1 Node address set on the ARCNET board. (Do not run the Metasys system until after performing this test.) To perform the N1 Signature test: 1. Cycle power on your PC and boot up in DOS mode. 2. Type debug at the DOS prompt (with no applications running) and press Enter. 3. Type D xxxx:0000, where xxxx = the starting ARCNET memory address (as determined from board switch settings) and press Enter. To exit, type quit. 98 Operator Workstation Technical Bulletin Here is an example of a CompuAdd PC whose ARCNET base memory is set to C800. c:\debug -D C800:0000 C800:0000 D1 C800:0010 75 C800:0020 F8 C800:0030 74 C800:0040 B1 C800:0050 8C C800:0060 94 C800:0070 EC 64 FF EF FF FF FF FF FF EE 8B FD F5 F5 BB 7F FB FF FF FF FF FD FF FD FF DF 74 B9 CB 41 8F E7 75 FF FF FF FF FF FF FF FF 8F F7 27 F9 5D FC B8 AE FF-4D FF-95 FF-D4 FF-C9 FF-3F FF-03 FF-5F FF-64 FF FF EF FF DF FF FF F7 47 3A 3A FA 6F ED EE 5E F7 FF FD FF FA FF FF FF D0 0E 49 F6 DD 77 FE 6F FF FF 7F FF FF FE FF EF B3 5D 9F 35 7A FB 1F 7F FF FF FF FF DF FF FF DF To verify that the computer can read the ARCNET base memory, the first location dumped from debug must be the signature recognition of D1. Immediately following the D1 is the ARCNET node address that is set on the N1 node address switches. In the above example, the first line dumped contains the signature of D1 immediately followed with a 64 (hex). The 64 converts to the N1 node address of 100 (decimal) set on the ARCNET board of the PC. If the first address is not D1, then a conflict exists. Resolution—Remove the ARCNET board and run MSD (refer to the ARCNET Interrupt section for details on MSD). View the information block titled Memory to see if the 16 K block set on the ARCNET board is being used by some other application. If you find this base memory is already being used, then select an available 16 K block that can be addressed by your ARCNET board (refer to your user’s manual for available selections). Configure the new base memory address on the ARCNET board. Install the ARCNET board and rerun the N1 Signature test. Certain PC platforms disable the shared memory for ISA boards and is controlled by the PC’s setup configuration utilities. Typically, if the PC setup utilities disable ISA shared memory, the N1 Signature test responds with all data at FF. For examples with resolution, refer to the OWS troubleshooting tips on the Johnson Controls Intranet site, The Advisor. Note: Since the ARCNET base memory address is PC configurable, you must document this information. We suggest creating an Arcnet.ows file describing all ARCNET settings for this PC. Keep this file in the BATCH subdirectory. Do not keep it in the FMS subdirectory because then it might be deleted during the next PMI update. A sample of a typical Arcnet.ows file is included in this section, under the Arcnet.ows section. Operator Workstation Technical Bulletin 99 ARCNET Node Address All ARCNET N1 devices require a node address. For the OWS, the address is set by the node address switches on the ARCNET board. On ISA boards, it is set via DIP switches. Additionally, this address needs to match the address defined in the Net.ddl and Global.ddl files. Example Problem Description—A typical example of a node address mismatch is N1 Initialization failure. Verification—To ensure the address Metasys software is using for the PC matches the ARCNET Node address, both the N1 Signature Test and a decompile of the NET database must be done. Run the N1 Signature test as explained in the ARCNET Base Memory Address section. The parameter immediately following D1 is the Hex node address of the ARCNET board. Now do a decompile (UNDDL) of the NET database operating on this OWS. Compare the Node address in the decompiled NET file with that of the N1 Signature test. Both node addresses must match. (Note, however, that the address displayed during the signature test is in Hex, while the address in the NET file is in decimal.) Resolution—If a mismatch occurs, make the appropriate corrections. Note: Since the ARCNET address is PC configurable, you must document this information. We suggest creating an Arcnet.ows file describing all ARCNET settings for this PC. Keep this file in the BATCH subdirectory. Do not keep it in the FMS subdirectory because then it might be deleted during the next PMI update. A sample of a typical ARCNET.OWS file is included in this section, under the Arcnet.ows section. 100 Operator Workstation Technical Bulletin N1 Bus/Star Setup The N1 Bus/Star setup configures the communication mode to be in either a high impedance state (twisted pair wires for Bus mode) or in a low impedance state (coax cable for Star mode). In a star configuration, enable an internal End-of-Line (EOL) 93 ohm resistor. In a bus configuration, the board is set to a high impedance state thus requiring an external EOL. We recommend that all Metasys system applications configure the ARCNET board in the bus configuration setup. If this OWS is at the end of its N1 Bus, then a T-type coax connector can be installed with one side being the N1 and the other side being the external EOL terminator. With the ARCNET board always being configured in the bus type configuration, the placement of the EOL terminator can be easily determined. Example Problem Description—Strange N1 communication problems are occurring. Verification—Always set the OWS ARCNET board to Bus configuration. If the OWS is at the physical end of the N1 Bus, then you must install a coax T-type connector with a 93 ohm terminator. Verify that the other physical end of the N1 Bus also has a 93 ohm terminator. If these are the only EOL installed, then double check the ARCNET configuration setup on the board to make sure it is set for Bus mode. Resolution—Remove all incorrect EOL from the N1. N1 Enhanced/Compatible Setup The Thomas-Conrad ARCNET board has an Enhanced/Compatible option. The Enhanced mode uses special Thomas-Conrad accelerator drivers to optimize performance and minimize memory conflicts. In the Compatible mode, non-Thomas-Conrad drivers are used to control the ARCNET board. The Metasys Network uses its own driver to control the ARCNET board in both the OWS and all NCMs. Thus, Metasys software requires this setup option to be in the Compatible mode for all applications. ARCNET Model The ARCNET model is defined in the METASYS.INI file. The ARCNETMODEL=x line (where x is the style ARCNET board installed in this OWS) is used by Metasys software to help determine the base memory address. Operator Workstation Technical Bulletin 101 Config.sys and Autoexec.bat These two files are key elements in configuring the PC. When Metasys or GPL programs are first loaded, both the Autoexec.bat and the Config.sys files are changed. The current Autoexec.bat file is appended to add specific setup information for Metasys or GPL software. The Config.sys file is replaced with a new Config.sys file specific to the operation of Metasys and GPL software. Example Problem Description—Metasys system is unable to directly communicate to an NCM over the PC’s COM1 port. The PC runs WNCSETUP over the COM1 port. Verification—The latest revision of Metasys software was just loaded. Both the Autoexec.bat and the Config.sys files matched the sample files shown in Appendix A: Autoexec.bat and Config.sys Files of this document. Resolution—Prior to loading Metasys and GPL software, the Config.sys file had specific drivers installed. These drivers are needed to enable COM1 operation within the Windows environment. Since both Metasys and GPL software replaced the Config.sys file with a Metasys specific file, these drivers were no longer loaded on a reboot. Reinstall the original drivers into the Config.sys file so the Metasys system can communicate over COM1 to an NCM. To prevent this problem from happening, review both the Autoexec.bat and Config.sys files before installing Metasys or GPL software. Check these files again after loading the new system and modify if necessary. 102 Operator Workstation Technical Bulletin Arcnet.ows It is highly recommended that all OWS setup parameters be stored in a text file for future reference. The recommended file, Arcnet.ows should be stored in the BATCH subdirectory. Include base I/O address, base memory, IRQ setting, or any other specific configuration settings for the OWS to quickly identify the ARCNET parameter settings needed for anyone who has to work on this OWS. Here is a sample Arcnet.ows file: Job Name: JCI Corporate Office Building JCI Installing Engineer: Jerry Gervenak Date ARCNET was commissioned: January 17, 1995 OWS Type: CompuAdd 450 OWS node address 101 ARCNET IRQ: 7 Other IRQs changed: Sound board changed to IRQ=10 ARCNET I/O address: 2E0 ARCNET base memory address: C800 EOL terminator locations: OWS1 and NC14 Special configuration notes: none Operator Workstation Technical Bulletin 103 Appendix H: Windows NT/Windows 2000 Details The architectural design of Windows NT and Windows 2000 software is different from Windows 98 software. This appendix contains details regarding Windows NT and Windows 2000 software differences. OWS Configuration Table 18: Base Hardware Requirements Component Requirement Processor Pentium Processor RAM Memory 256 MB recommended (128 MB minimum) Bus ISA, PCI Hard Drive Capacity 8 GB minimum Hard Drive Interface IDE CD-ROM Required to install Windows software. Metasys media distributed on CD. Printer and Cable Must be supported by Windows software. Mouse Microsoft Monitor VGA (640 x 480), Super VGA, (800 x 600) or greater Sound Card Windows system compatible, PC speaker is not supported. Tape Backup Device Windows system compatible, back up to floppies is not supported. Graphics Support VGA or SVGA Video chip EGA support required (for GPL). Table 19: Minimum Software Requirements for Windows NT Software Software Revision File System Configured as FAT 16; FAT 32 is not supported. NTFS was not tested. Metasys Release 9.01 or later Table 20: Minimum Software Requirements for Windows 2000 Professional Software Software Revision File System Configured as FAT 32. Metasys Release 12.00 or later IMPORTANT: Disable screen savers on Windows NT or Windows 2000 workstations. If the screen saver is enabled and the mouse/keypad is pressed to re-enable the workstation, the system may reside in a hung state. 104 Operator Workstation Technical Bulletin Using Database Backup and Restore Follow these instructions to save and restore your database: Saving a Database If you are using Windows NT or Windows 2000 software, use the following instructions to save your database to tape: 1. From the Metasys Exit menu, click Backup Utility. A submenu appears allowing you to choose either Backup or Restore. 2. Choose Backup. A message appears stating that you are about to exit the Metasys system. The Windows Backup/Restore procedure is initiated. 3. From the Window drop-down menu, click the Drives option. 4. Select the files you want to back up by clicking inside the check box next to each file. (Selecting a directory selects all of the files within the directory.) You may select the files you want, or you may select all files by selecting an entire directory. As a minimum, we recommend you include the following: \CUSTOMAC \FMS\BIN\GPL\JCIMACS \FMS\GRFXLIB \FMS\ERRORLOG \FMS\SAVE \FMS\STATIC\*SBQ \FMS\DATA\N1NET.DBF \FMS\DATA\PCDEVICE.DBF \FMS\DATA\Win.ini \FMS\DATA\NETNAME.NDX \FMS\DATA\PCCONFIG.DBF \FMS\DATA\PCPORT.NDX \FMS\DATA\DDL\*.DDL \FMS\DATA\MODELS \FMS\DATA\HVACPRO \FMS\DATA\SYSTEM91 \FMS\DATA\“NETWORK NAME” \FMS\DATA\“NETWORK NAME”.DOB Note: Replace the NETWORK NAME with the actual name of the network being backed up. Operator Workstation Technical Bulletin 105 5. Click the Backup button when finished. The Backup Information dialog box appears. 6. Enter Full Metasys backup for the description. 7. Click OK. The backup begins. 8. Open the Metasys Full Save File and verify that all files selected are present. Note: Blank directories are not saved. Restoring a Database Restoring the database copies the database on tape to the workstation. The tape copy overwrites the database at the workstation. Use the following procedure to restore the database. Note: A database saved using the DOS program SAVEDB.BAT using either Windows Version 3.1, Windows 95, or Windows 98 software can be restored on a Windows NT or Windows 2000 machine using the DOS program RESTDB.bat (DOS program). 1. From the Metasys Exit menu, click Backup Utility. A submenu appears allowing you to choose either Backup or Restore. 2. Choose Backup. A message appears stating that you are about to exit the Metasys system. The Windows Backup/Restore procedure is initiated. The tape drive activates. 3. Double-click the directory in the right window. A detail tree of the files that reside on tape appears. 4. Click on the check box next to the files you want to restore. When the process is complete, check the \winnt\backup.log to verify that the files were restored and no error messages are present. Unsupported Features The following features are not supported on Windows NT or Windows 2000 workstations: Fire OWS, GWS Interface, Guard Tour, and Remote User Interface. 106 Operator Workstation Technical Bulletin Microsoft IntelliMouse Pointing Device The Microsoft IntelliMouse pointing device is not supported on Metasys Operator Workstations with Windows NT or Windows 2000 software at this time. Some manufacturers install the wheel feature on this mouse as part of their standard features. To use this mouse with the Metasys software, you must disable the wheel. If the wheel is not disabled, problems such as system lockups may occur. To disable the wheel: 1. From the Start Menu, go to Settings > Control Panels. 2. Double-click on the Mouse icon. 3. From the wheel properties, disable the wheel function. Using PREP-FOR with Windows NT Software When running PREP-FOR (Prep.for) on a Windows NT machine, use Cmd.exe, not Command.com, to execute the DOS window. Follow these steps to change the shortcut to Cmd.exe: 1. From the Windows Start menu, select Settings > Taskbar. 2. Click the Start Menu Programs tab. 3. Click the Advanced button. 4. Click on the DOS icon. 5. Right-mouse click on the icon and select Properties. 6. Select the Shortcut tab. 7. Enter Cmd.exe in the Target field if it does not already appear. If the target name is not changed to Cmd.exe, and Prep.for is executed, the program appears to work, but then returns an error. Operator Workstation Technical Bulletin 107 Appendix I: Connecting Metasys Release 9.01 OWS to a Metasys Release 10.01 or Later Network When connecting an OWS with Metasys Release 9.01 or earlier software (NC direct or NC dial) to a network at Metasys Release 10.01 or later, you may corrupt your global database. Symptoms of a corrupt global database include dimmed and/or inaccessible system names when logging in with the default Metasys password, and Network Control Modules (NCMs) that go offline. Refer to Table 1 and Table 2 for interconnection details. To correct the corrupt database, download the correct Metasys Release 10.01 or later global database from a Metasys Release 10.01 OWS. To avoid this problem, make sure your OWS is running the same release as the network. Note: Do not use Metasys Release 10.00 software. Upgrade all Metasys systems at Release 9.01 or earlier to Release 10.01 or later. Interconnection Issues Use the following tables to determine which OWS release can go with which Metasys release. Table 21: N1 Connections OWS NCM OK? 9.01 or earlier 9.01 or earlier Yes 9.01 or earlier 10.01 or later Yes* 10.01 or later 9.01 or earlier Yes* 10.01 or later 10.01 or later Yes * Do not modify passwords or report groups, or perform global downloads if a single network must temporarily run mixed revision nodes. 108 Operator Workstation Technical Bulletin Table 22: NC Direct or NC Dial Connections OWS NCM OK? 9.01 or earlier 9.01 or earlier Yes 9.01 or earlier 10.01 or later No1 10.01 or later 9.01 or earlier Yes2 10.01 or later 10.01 or later Yes 1. 2. This could cause global database corruption and connection failure. Do not change passwords or report group databases. You only need to compile the Net file to connect. If you compiled the global file and downloaded while not connected, be sure to delete the GLOBLREV.DBF file from the online global database (C:\PROJECT\CONTRACT\NETNAME\GLOBLREV.DBF) before connecting. When upgrading from Metasys Release 9.01 or earlier software to Metasys Release 10.01 or later software, make sure all nodes are at Metasys Release 10.01 or later before changing password or report group data. Where possible, update all nodes during one visit. If all nodes are not upgraded to the same Metasys software release, global database corruption may result. If global data becomes corrupt, perform a global download from the archive PC (at Metasys Release 10.01 or later) to resolve the issue. Operator Workstation Technical Bulletin 109 Appendix J: Ordering Information Refer to the Metasys Installation and Platform Requirements Technical Bulletin (LIT-12012) to help you decide which hardware and software components to order. Controls Group 507 E. Michigan Street P.O. Box 423 Milwaukee, WI 53201 www.johnsoncontrols.com Printed in U.S.A.