Metasys® System Extended Architecture Direct
Connection and Dial-Up Connection
                                           ...
Username or Password Not Accepted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52




2   ...
Metasys® System Extended Architecture Direct
Connection and Dial-Up Connection
Application Note

Document Introduction
   ...
Related Concepts
    You must set the communications parameters before configuring for a connection.
    See the Communica...
For dial-up communications, you must also use identical settings for each NAE or
   NIE; however, you must either set up a...
Detailed Procedures
Direct Serial Connection
    For the Metasys system extended architecture, connect a serial port on th...
3. Click the Modems tab (Figure 1). If a null modem serial connection already
      exists, it appears here, listed as Com...
Figure 2: Install New Modem Screen

    5. Check the Don’t detect my modem; I will select it from a list check box.
      ...
Figure 3: Install New Modem Screen - Select Manufacturer/Model

   6. In the Manufacturers list, check [Standard Modem Typ...
Figure 4: Install New Modem Screen - Select Port

    7. Select the port where the null modem serial cable is connected. C...
Figure 5: Install New Modem Screen - Installation Finished

   8. Click Finish. The Phone And Modem Options screen reappea...
Figure 6: Phone And Modem Options Screen -
                               Installation Complete

     9. If the communicat...
Making a New Direct Serial Connection Using Windows 2000 Operating
Systems
   Perform the tasks in this section for the Wi...
Figure 8: Host or Guest Screen

     6. Click Guest. Click Next. The Select a Device screen appears (Figure 9).




      ...
Figure 10: Connection Availability Screen

   8. Click the appropriate option. Click Next. The Finished screen appears
   ...
Making a New Direct Serial Connection Using Windows XP Operating
Systems
     Perform the tasks in this section for the Wi...
Figure 13: Advanced Connection Options Screen

   5. Click Connect directly to another computer. Click Next. The Host or G...
Figure 15: Connection Name Screen

     7. Enter the name for the new connection. Click Next. The Select a Device screen
 ...
Figure 17: Completing the New Connection Wizard Screen

   9. Click Finish. For some network configurations, a warning scr...
Completing a New Direct Serial Connection Using Windows 2000 or
Windows XP Operating Systems
     Complete the Network Con...
Figure 20: Connection Properties Screen

   2. On the General tab, click Configure. The Modem Configuration screen appears...
Figure 21: Modem Configuration Screen

     3. In the Maximum speed (bps) drop-down list box, click the speed of the
     ...
5. Click the Networking tab (Figure 22).




                     Figure 22: Connection Properties Screen -
              ...
Dial-Up Connection
     For the Metasys system extended architecture, you can use the following dial-up
     connections:
...
3. Click the Modems tab (Figure 23).




                 Figure 23: Phone And Modem Options Screen -
                    ...
Figure 24: Install New Modem Screen

     5. Choose one of the following options:
        •   To allow Windows OS to detec...
Figure 25: Install New Modem Screen - Modem Detection

   6. In the Detected modems list (Figure 25), verify that the manu...
Figure 26: Install New Modem Screen

     7. Select the Manufacturer and Model of your modem. Click OK.




              ...
8. Choose the appropriate option (Figure 27):
       •   If you allowed Windows OS to automatically detect your modem, the...
Figure 29: Phone And Modem Options Screen -
                               Installation Complete

     10. Click Propertie...
Figure 30: Modem Properties Screen

   11. In the Maximum Port Speed list, click the speed of the NAE/NIE port to which
  ...
Making a New Dial-Up Connection Using Windows 2000 Operating Systems
     Perform the tasks in this section. Then follow t...
Figure 32: Phone Number to Dial Screen

   5. Type the phone number for the computer to dial. To have a computer determine...
Figure 33: Connection Availability Screen

     6. Click the appropriate option. Click Next. The Finished screen appears w...
Making a New Dial-Up Connection Using Windows XP Operating Systems
   Perform the tasks in this section. Then follow the i...
Figure 36: Network Connection Screen

     6. Click Dial-up connection. Click Next. The Connection Name screen appears
   ...
Figure 38: Phone Number to Dial Screen

   8. Enter a phone number (without hyphens) to dial for the new connection. Click...
9. Click Finish. For some network configurations, a warning screen appears
        (Figure 40) after completing the Networ...
Completing a New Dial-Up Connection Using Windows 2000 or Windows XP
Operating Systems
   Complete the Network Connection ...
Figure 42: Connection Properties Screen

     2. On the General tab, click Configure. The Modem Configuration screen appea...
Figure 43: Modem Configuration Screen

   3. In the Maximum speed list, select the speed of the NAE/NIE port to which the
...
5. Click the Networking tab (Figure 44).




              Figure 44: Connection Properties Screen - Networking
          ...
Enabling Communication with Multiple Internet Addresses
   To enable the computer to communicate with multiple Internet ad...
4. Select Properties. The Modem Properties screen appears (see Figure 46).




                        Figure 46: Modem Pr...
5. On the Networking tab, click Properties (Figure 47). The Internet Protocol
      TCP/IP Properties screen appears (Figu...
6. Click the Advanced button. (See Figure 48.) The Advanced TCP/IP Properties
        screen appears. (See Figure 49.)



...
7. Clear the Use default gateway on remote network box (see Figure 49).




                Figure 49: Advanced TCP/IP Set...
Establishing the Connection

      IMPORTANT: The download process can take up to 1.5 hours. Use the
      Metasys Remote ...
4. Double-click the icon on the desktop for the connection you created and select
        Status (Figure 50).




        ...
6. On the Details tab, note the address in the Server IP address field (Figure 52).




                               Fig...
Troubleshooting
   Use the information here to troubleshoot direct or dial-up connections. See Table 1
   for documents th...
Table 5: Error 777
      When using          This error results occurs            To resolve this error...
      this hard...
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  1. 1. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Code No. LIT-1201639 Application Note Software Release 4.1 Issued October 6, 2008 Supersedes March 17, 2008 Document Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Related Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Related Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Communications Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Windows 2000 Network and Dial-Up Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Windows XP Network Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Detailed Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Direct Serial Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Direct Serial Communications Checklist Windows 2000 or Windows XP Operating Systems 6 Adding a Null Modem Serial Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Making a New Direct Serial Connection Using Windows 2000 Operating Systems . . . . . . 13 Making a New Direct Serial Connection Using Windows XP Operating Systems . . . . . . . . 16 Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Dial-Up Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Dial-Up (Modem) Communications Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Adding a Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Making a New Dial-Up Connection Using Windows 2000 Operating Systems . . . . . . . . . . 32 Making a New Dial-Up Connection Using Windows XP Operating Systems . . . . . . . . . . . . 35 Completing a New Dial-Up Connection Using Windows 2000 or Windows XP Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Enabling Communication with Multiple Internet Addresses . . . . . . . . . . . . . . . . . . . . . . . . . 43 Establishing the Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Error 733 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Error 777 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Metasys® System Extended Architecture Direct Connection and Dial-Up 1 Connection Application Note
  2. 2. Username or Password Not Accepted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 2 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  3. 3. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note Document Introduction This document provides the prerequisites, guidelines, and instructions for establishing direct serial connections and dial-up modem connections between a service person’s laptop computer running Windows® 2000 or Windows XP® Operating Systems (OSs) and one of the following devices: • Network Automation Engine (NAE) • Network Integration Engine (NIE) • Application and Data Server (ADS) • Extended Application and Data Server (ADX) The computer with a Web browser that you are connecting to an NAE or NIE can reside on an ADS or an ADX, but we recommend that the computer with a Web browser be a separate computer to achieve optimal performance from the ADS/ADX. The information in this document is also useful when troubleshooting direct serial connections and dial-up modem connections in Metasys® system extended architecture solutions. Related Documentation See Table 1 for sources of further information on related topics. Table 1: Related Documentation For Information On See Document LIT or Part Number Understanding Metasys Metasys System Extended LIT-1201527 System Extended Architecture Overview Architecture Technical Bulletin Understanding Network and Network and Information LIT-1201578 Information Technology Technology Considerations Requirements for Metasys Technical Bulletin System Extended Architecture Configuring and NAE Commissioning Guide LIT-1201519 Troubleshooting an NAE45, NAE55, or NIE Configuring and ADS Commissioning Guide LIT-1201645 Troubleshooting an ADS Reducing the Download Metasys System Extended LIT-1201691 Time After Establishing a Architecture Remote Access Connection Installation Instructions Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 1
  4. 4. Related Concepts You must set the communications parameters before configuring for a connection. See the Communications Setup section in this document. Direct serial connection, also called direct connect, is a connection made from a computer to another computer or some other device (such as an NAE or NIE) using a null modem cable connected from the serial port on the computer to a serial port on the other computer or device. See the Direct Serial Connection section in this document. Use a direct serial connection for troubleshooting, support, or to obtain information in any of the following circumstances: • There is no Local Area Network (LAN) or cable modem to use for a connection with the NAE/NIE or ADS/ADX. • There is a firewall blocking the user from connecting to the NAE/NIE or ADS/ADX. In a dial-up connection, a computer uses a modem to call and connect to another computer or some other device (such as an NAE or NIE). You must connect the NAE or NIE to a phone line. An example application for a dial-up connection is monitoring a remote site with a computer. See the Dial-Up Connection section in this document. Use a dial-up connection for troubleshooting, support, or to obtain information in any of the following circumstances: • There is no ADS/ADX. • The ADS/ADX is located in another part of the building. • You cannot connect from the Web browser. Communications Setup This document only covers the setup for the computer. You must also set up the other devices to which the computer connects. For performance reasons, the external modem Universal Serial Bus (USB) driver is not loaded as a default. For security reasons, Dial In capability is not enabled by default. To successfully configure a direct serial or dial-up connection, you must set up the communications for each device. The following documents cover how to set up the NAE, NIE, or ADS: • Establishing the NAE Network Parameters and Establishing the NAE Direct-Connect and Modem Parameters sections of the NAE Commissioning Guide (LIT-1201519) • Configuring an ADS/ADX to Accept Dial-Up Connections section of the ADS Commissioning Guide (LIT-1201645). For direct connect communications, you must use identical settings for each NAE or NIE. 2 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  5. 5. For dial-up communications, you must also use identical settings for each NAE or NIE; however, you must either set up a different phone number for each connection when configuring the computer, or you can change the phone number each time you connect to a different NAE/NIE. Windows 2000 Network and Dial-Up Connections The Network and Dial-Up Connections feature in the Windows™ 2000 Operating System (OS) allows remote access to other computers and devices. To access this folder, open the Control Panel and double-click the Network and Dial-Up Connections icon. Windows XP Network Connections The Network Connections feature in the Windows™ XP OS allows remote access to other computers and devices. To access this folder, open the Control Panel and double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category view. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 3
  6. 6. Detailed Procedures Direct Serial Connection For the Metasys system extended architecture, connect a serial port on the computer to the Serial A RS-232 port on the NAE or NIE using a null modem cable. See the Wiring section of the NAE55/NIE55 Installation Instructions (Part No. 24-10051-0) for information on the physical connections. Direct Serial Communications Checklist Windows 2000 or Windows XP Operating Systems The setup of communications between a computer and an external device is a multistep process. Table 2 is a guide to verify that all steps required for successful communications using a direct serial connection are complete. Table 2: Direct Serial Communications Checklist Step Task Completed 1 Verify that the null modem serial cable is installed. On the Windows Start menu, select Settings > Control Panel. Double-click the Phone And Modem Options icon. (In Windows XP OS, click the Printers and Other Hardware icon if you are using Category view.) If Communications cable between two computers is not on the Modems tab of the Phone And Modem Options screen, go to the Adding a Null Modem Serial Cable section in this document. 2 Make a new direct serial connection. See the Making a New Direct Serial Connection Using Windows 2000 Operating Systems section or the Making a New Direct Serial Connection Using Windows XP Operating Systems section in this document. 3 To continue by generating databases for NAE/NIEs, refer to the NAE Commissioning Guide (LIT-1201519). Adding a Null Modem Serial Cable To add a null modem serial cable: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Phone And Modem Options icon. (In the Windows XP operating system, click the Printers and Other Hardware icon if you are using Category view.) The Phone And Modem Options screen appears. Note: In a new Windows 2000 OS installation, a screen may appear before the Phone And Modems Options screen, prompting you to enter location information such as the local area code and the number to dial for an outside line. Complete the information on the screen and click OK. This information is stored as a new location in the Dialing Rules tab of the Phone And Modem Options screen. Continue to Step 3. 4 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  7. 7. 3. Click the Modems tab (Figure 1). If a null modem serial connection already exists, it appears here, listed as Communications cable between two computers. Click Cancel and continue to the Making a New Direct Serial Connection Using Windows 2000 Operating Systems section or the Making a New Direct Serial Connection Using Windows XP Operating Systems section. Otherwise, continue with Step 4. Figure 1: Modems Tab - Phone And Modem Options Screen 4. Click Add. The Install New Modem screen appears (Figure 2). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 5
  8. 8. Figure 2: Install New Modem Screen 5. Check the Don’t detect my modem; I will select it from a list check box. Click Next. The next Install New Modem screen appears (Figure 3). 6 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  9. 9. Figure 3: Install New Modem Screen - Select Manufacturer/Model 6. In the Manufacturers list, check [Standard Modem Types]. In the Models list, check Communications cable between two computers. Click Next. The next Install New Modem screen appears (Figure 4). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 7
  10. 10. Figure 4: Install New Modem Screen - Select Port 7. Select the port where the null modem serial cable is connected. Click Next. The final Install New Modem screen appears (Figure 5). 8 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  11. 11. Figure 5: Install New Modem Screen - Installation Finished 8. Click Finish. The Phone And Modem Options screen reappears with the completed null modem serial cable installation (Figure 6). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 9
  12. 12. Figure 6: Phone And Modem Options Screen - Installation Complete 9. If the communications cable is not automatically selected, select it. Click OK. 10. Close the Control Panel screen. Go to the Making a New Direct Serial Connection Using Windows 2000 Operating Systems section or the Making a New Direct Serial Connection Using Windows XP Operating Systems section. 10 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  13. 13. Making a New Direct Serial Connection Using Windows 2000 Operating Systems Perform the tasks in this section for the Windows 2000 Operating System (OS). Then follow the instructions in the Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems section. To make a new direct serial connection using Windows 2000 OS: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network and Dial-Up Connections icon. The Network and Dial-Up Connections screen appears. 3. Select Make New Connection. The Network Connection Wizard Welcome screen appears. 4. Click Next. The Type of Connection screen appears (Figure 7). Figure 7: Type of Connection Screen 5. Select Connect directly to another computer. Click Next. The Host or Guest screen appears (Figure 8). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 11
  14. 14. Figure 8: Host or Guest Screen 6. Click Guest. Click Next. The Select a Device screen appears (Figure 9). Figure 9: Select a Device Screen 7. Select Communications cable between two computers from the drop-down menu. Click Next. The Connection Availability screen appears (Figure 10). 12 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  15. 15. Figure 10: Connection Availability Screen 8. Click the appropriate option. Click Next. The Finished screen appears (Figure 11). Figure 11: Finished Screen 9. Enter a name for the new connection entry. Click Finish. Continue with the Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems section. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 13
  16. 16. Making a New Direct Serial Connection Using Windows XP Operating Systems Perform the tasks in this section for the Windows XP operating system. Then follow the instructions in the Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems section. To make a new direct serial connection using Windows XP Operating Systems: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category view. 3. Select create a new connection. The Network Connection Wizard Welcome screen appears. Click Next. The Network Connection Type screen appears (Figure 12). Figure 12: Network Connection Type Screen 4. Click Set up an advanced connection. Click Next. The Advanced Connection Options screen appears (Figure 13). 14 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  17. 17. Figure 13: Advanced Connection Options Screen 5. Click Connect directly to another computer. Click Next. The Host or Guest screen appears (Figure 14). Figure 14: Host or Guest Screen 6. Click Guest. Click Next. The Connection Name screen appears (Figure 15). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 15
  18. 18. Figure 15: Connection Name Screen 7. Enter the name for the new connection. Click Next. The Select a Device screen appears (Figure 16). Figure 16: Select a Device Screen 8. Click Communications cable between two computers (COM1). Click Next. The Completing the New Connection Wizard screen appears with the name you entered for the new connection (Figure 17). 16 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  19. 19. Figure 17: Completing the New Connection Wizard Screen 9. Click Finish. For some network configurations, a warning screen appears (Figure 18) after completing the Network Connection Wizard. Click OK . Figure 18: Warning Screen Continue with the Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems section. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 17
  20. 20. Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems Complete the Network Connection Wizard before proceeding. See the Making a New Direct Serial Connection Using Windows 2000 Operating Systems section or the Making a New Direct Serial Connection Using Windows XP Operating Systems section. To complete a new direct serial connection using Windows 2000 or Windows XP Operating Systems: 1. When the Connect screen appears (Figure 19), click Properties. Figure 19: Connect Screen The Connection Properties screen appears (Figure 20), indicating Direct Connection in the title bar. 18 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  21. 21. Figure 20: Connection Properties Screen 2. On the General tab, click Configure. The Modem Configuration screen appears (Figure 21). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 19
  22. 22. Figure 21: Modem Configuration Screen 3. In the Maximum speed (bps) drop-down list box, click the speed of the NAE/NIE port to which the computer is connecting. Note: Use Serial A port on the NAE/NIE for direct serial connections. The default port speed for Serial A port is 115,200 bits per second (bps). 4. In the Hardware features section, verify that the Enable hardware flow control check box is the only check box selected (Figure 21). Click OK. The Connection Properties screen returns (Figure 20). 20 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  23. 23. 5. Click the Networking tab (Figure 22). Figure 22: Connection Properties Screen - Networking Tab 6. In the Components checked are used by this connection list, clear all check boxes except the Internet Protocol (TCP/IP) check box. Click OK. The Connect screen returns (Figure 19). Note: The check boxes for some components may appear shaded. These check boxes are unavailable and cannot be cleared. 7. Click Cancel. The new direct serial connection is complete. Go to the Establishing the Connection section. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 21
  24. 24. Dial-Up Connection For the Metasys system extended architecture, you can use the following dial-up connections: • External Modem - Connect a supported external Universal Serial Bus (USB) modem to the USB A port on the NAE/NIE or connect an external USB modem to the USB port on the ADS/ADX. • Internal Modem - Connect a phone line to the Modem RJ-11 port on the NAE/NIE. Refer to the Wiring section of the NAE55/NIE Installation Instructions (Part No. 24-10051-0) or NAE35/NAE45 Installation Instructions (Part No. 24-10050-6) for information on these connections. Dial-Up (Modem) Communications Checklist The setup of dial-up (modem) communications on a computer is a multistep process. Table 3 is a guide to verify that all steps required for successful communications using a dial-up connection are complete. Table 3: Dial-Up (Modem) Communications Checklist Step Task Completed 1 Verify that the modem you are using is installed. On the Windows Start menu, click Settings > Control Panel. Double-click the Phone And Modem Options icon. (In Windows XP OS, click the Printers and Other Hardware icon if you are using Category view.) If the modem you want to use is not on the Modems tab of the Phone And Modem Options screen, go to Adding a Modem in this document. 2 Make a new dial-up connection. Each site to which you want to establish a dial-up connection must have its own connection. See the Making a New Dial-Up Connection Using Windows 2000 Operating Systems section or the Making a New Dial-Up Connection Using Windows XP Operating Systems section in this document. 3 To continue by generating databases for NAE/NIEs, refer to the Configuring the NAE55 Technical Bulletin (LIT-1201519). 4 Complete the connection. See the Making a New Direct Serial Connection Using Windows XP Operating Systems section in this document. 5 Establish the connection. See the Establishing the Connection section in this document. Adding a Modem If available, follow the manufacturer’s instructions to add a modem. Otherwise, use the following instructions. To add a modem: 1. On the Windows Start menu, click Settings > Control Panel. 2. Double-click the Phone And Modem Options icon. (In the Windows XP operating system, click the Printers and Other Hardware icon if you are using Category view.) The Phone And Modem Options screen appears. 22 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  25. 25. 3. Click the Modems tab (Figure 23). Figure 23: Phone And Modem Options Screen - Modems Tab Note: If a modem is already installed, it appears here. Click Cancel and continue to the Making a New Dial-Up Connection Using Windows 2000 Operating Systems or the Making a New Dial-Up Connection Using Windows XP Operating Systems section in this document. Otherwise, go to Step 4. 4. Click Add. The Install New Modem screen appears (Figure 24). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 23
  26. 26. Figure 24: Install New Modem Screen 5. Choose one of the following options: • To allow Windows OS to detect your modem automatically, click Next (this process may require a few minutes). Windows OS detects and lists your modem (Figure 25). Continue to Step 6. • To select the modem manually, select the Don’t detect my modem; I will select it from a list check box. Click Next. The Install New Modem screen appears (Figure 26). Continue to Step 7. 24 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  27. 27. Figure 25: Install New Modem Screen - Modem Detection 6. In the Detected modems list (Figure 25), verify that the manufacturer and model are correct. a. If the information is correct, click Next. The final Install New Modem screen appears (Figure 28). Continue to Step 9. b. If the information is not correct or the modem is indicated as Unknown Modem, click Change. The Install New Modem screen appears (Figure 26). Continue to Step 7. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 25
  28. 28. Figure 26: Install New Modem Screen 7. Select the Manufacturer and Model of your modem. Click OK. Figure 27: Install New Modem Screen - Select Port 26 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  29. 29. 8. Choose the appropriate option (Figure 27): • If you allowed Windows OS to automatically detect your modem, the Install New Modem screen reappears with the corrected modem information. Click Next. The final Install New Modem screen appears (Figure 28). Continue to Step 9. • If you selected the modem manually, the Install New Modem screen appears prompting you to select the port for the modem. Click the appropriate port and click Next. The final Install New Modem screen appears (Figure 28). Continue to Step 9. Figure 28: Install New Modem Screen - Installation Finished 9. Click Finish. The Phone And Modem Options screen reappears with the completed modem installation (Figure 29). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 27
  30. 30. Figure 29: Phone And Modem Options Screen - Installation Complete 10. Click Properties. The Modem Properties screen appears (Figure 30). 28 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  31. 31. Figure 30: Modem Properties Screen 11. In the Maximum Port Speed list, click the speed of the NAE/NIE port to which the computer is connecting. Note: The default port speed for the NAE/NIE is 115,200 bps. Use this port speed for communication via a USB port. Use 57,600 bps as the maximum port speed if you are connecting to an NAE/NIE using a 56k modem. (Remember to configure the NAE/NIE to communicate at 57,600 bps for use with a 56k modem.) 12. Click OK. The Phone And Modem Options screen reappears (Figure 29). 13. Click OK. The Control Panel screen reappears. 14. Close the Control Panel screen. Go to the Making a New Dial-Up Connection Using Windows 2000 Operating Systems section or the Making a New Dial-Up Connection Using Windows XP Operating Systems section in this document. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 29
  32. 32. Making a New Dial-Up Connection Using Windows 2000 Operating Systems Perform the tasks in this section. Then follow the instructions in the Completing a New Dial-Up Connection Using Windows 2000 or Windows XP Operating Systems section. To make a new dial-up connection using Windows 2000 Operating System: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network and Dial-Up Connections icon. The Network and Dial-Up Connections screen appears. 3. Select Make New Connection. The Network Connection Wizard Welcome screen appears. Click Next. The Type of Connection screen appears (Figure 31). Figure 31: Type of Connection Screen 4. Click Dial-up to private network. Click Next. The Phone Number to Dial screen appears (Figure 32). Note: If more than one dial-up device is installed on the computer, the Select a Device screen appears. Select the check box for the appropriate device and click Next. Continue to Step 5. 30 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  33. 33. Figure 32: Phone Number to Dial Screen 5. Type the phone number for the computer to dial. To have a computer determine how to dial from different locations, select the Use dialing rules check box. Click Next. The Connection Availability screen appears (Figure 33). Note: The Dialing Rules feature allows you to create rules for dialing from different locations. Dialing Rules can include options such as dialing 9 for an outside line. To set up Dialing Rules, open the Phone And Modem Options screen as described in the procedure. Use the Dialing Rules tab to set rules for different locations. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 31
  34. 34. Figure 33: Connection Availability Screen 6. Click the appropriate option. Click Next. The Finished screen appears with the name you entered for the new connection entry (Figure 34). Figure 34: Finished Screen 7. Click Finish. Continue with the Completing a New Dial-Up Connection Using Windows 2000 or Windows XP Operating Systems section. 32 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  35. 35. Making a New Dial-Up Connection Using Windows XP Operating Systems Perform the tasks in this section. Then follow the instructions in the Completing a New Dial-Up Connection Using Windows 2000 or Windows XP Operating Systems section. To make a new dial-up connection using Windows XP OS: 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network Connections icon in Classic view or Network and Internet Connections icon in Category view, then click on the network Connections icon. The Network Connections screen appears. 3. Select create a new connection. The Network Connection Wizard Welcome screen appears. 4. Click Next. The Network Connection Type screen appears (Figure 35). Figure 35: Network Connection Type Screen 5. Click Connect to the network at my workplace. Click Next. The Network Connection screen appears (Figure 36). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 33
  36. 36. Figure 36: Network Connection Screen 6. Click Dial-up connection. Click Next. The Connection Name screen appears (Figure 37). Figure 37: Connection Name Screen 7. Enter a name for the new connection. Click Next. The Phone Number to Dial screen appears (Figure 38). 34 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  37. 37. Figure 38: Phone Number to Dial Screen 8. Enter a phone number (without hyphens) to dial for the new connection. Click Next. The Completing the New Connection Wizard screen appears (Figure 39). Figure 39: Completing the New Connection Wizard Screen Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 35
  38. 38. 9. Click Finish. For some network configurations, a warning screen appears (Figure 40) after completing the Network Connection Wizard. Click OK and continue to Completing a New Direct Serial Connection Using Windows 2000 or Windows XP Operating Systems. Figure 40: Warning Screen Continue with the Completing a New Dial-Up Connection Using Windows 2000 or Windows XP Operating Systems section. 36 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  39. 39. Completing a New Dial-Up Connection Using Windows 2000 or Windows XP Operating Systems Complete the Network Connection Wizard before proceeding. See the Making a New Dial-Up Connection Using Windows 2000 Operating Systems section or the Making a New Dial-Up Connection Using Windows XP Operating Systems section. To complete the new dial-up connection: 1. When the Connect screen appears indicating the name of the new connection in the title bar (Figure 41), click Properties. The Connection Properties screen appears (Figure 42). Note: Use the standard MetasysSysAgent username and its current password. The password is case sensitive. The default password for MetasysSysAgent is XMG3-Rel.1. Figure 41: Connect Screen Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 37
  40. 40. Figure 42: Connection Properties Screen 2. On the General tab, click Configure. The Modem Configuration screen appears (Figure 43). 38 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  41. 41. Figure 43: Modem Configuration Screen 3. In the Maximum speed list, select the speed of the NAE/NIE port to which the computer is connecting. Note: The default port speed for the NAE/NIE is 115,200 bps. Use this port speed for communication via a USB port. Use 57,600 bps as the maximum port speed if you are connecting to an NAE/NIE using a 56k modem. (Remember to configure the NAE/NIE to communicate at 57,600 bps for use with a 56k modem.) 4. In the Hardware features section, clear the Enable modem compression check box (Figure 43). Click OK. The Connection Properties screen returns (Figure 42). Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 39
  42. 42. 5. Click the Networking tab (Figure 44). Figure 44: Connection Properties Screen - Networking Tab 6. In the Components checked are used by this connection list, clear all check boxes except the Internet Protocol (TCP/IP) check box. Click OK. The Connect screen returns (Figure 41). Note: The check boxes for some components may appear shaded. These check boxes are unavailable and cannot be cleared. 7. Click OK. The new dial-up connection is complete. Go to the Enabling Communication with Multiple Internet Addresses section in this document. 40 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  43. 43. Enabling Communication with Multiple Internet Addresses To enable the computer to communicate with multiple Internet addresses (other than the Metasys device): 1. On the Windows Start menu, click Settings > Control Panel. The Control Panel screen appears. 2. Double-click the Network And Dial-Up Connections icon. The Network And Dial-Up Connections screen appears (see Figure 45). Figure 45: Network And Dial-Up Connections Screen 3. Double-click the modem used. The Connect Modem screen appears. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 41
  44. 44. 4. Select Properties. The Modem Properties screen appears (see Figure 46). Figure 46: Modem Properties Screen 42 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  45. 45. 5. On the Networking tab, click Properties (Figure 47). The Internet Protocol TCP/IP Properties screen appears (Figure 48). Figure 47: Modem Properties Screen - Networking Tab Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 43
  46. 46. 6. Click the Advanced button. (See Figure 48.) The Advanced TCP/IP Properties screen appears. (See Figure 49.) Figure 48: Internet Protocol (TCP/IP) Properties Screen 44 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  47. 47. 7. Clear the Use default gateway on remote network box (see Figure 49). Figure 49: Advanced TCP/IP Settings Screen 8. Click OK. Go to the Establishing the Connection section in this document. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 45
  48. 48. Establishing the Connection IMPORTANT: The download process can take up to 1.5 hours. Use the Metasys Remote Access utility to reduce the time required for downloading. Refer to the Metasys System Extended Architecture Remote Access Installation Instructions (LIT-1201691) for more information. If you are using a dial-up connection, check that the NAE/NIE is set for dial-up connections before you establish the connection. Refer to the NAE Commissioning Guide (LIT-1201519) or the NAE85/NIE85 Commissioning Guide (LIT-12011044) for details. To establish the connection: 1. Change the NAE/NIE to enable and allow incoming connections on the modem used for the dial-up connection. 2. Reboot the NAE/NIE to load the USB drivers if the connection uses an external modem. 3. Double-click the icon on the desktop for the connection you created. If you did not create an icon on the desktop, access the icon in the Network and Dial-Up Connections (Windows 2000 OS) folder or the Network Connections (Windows XP OS) folder. Use the following default user names and passwords to access the Metasys system: Standard Access: username: MetasysSysAgent password: XMG3-Rel.1 Basic Access: username: BasicSysAgent password: XMG3-Bas1c Note: The passwords are case sensitive. Note: The Johnson Controls disclaimer statement appears the first time you log in. Note: The Basic Access password is disabled by default and must be enabled before you use it to access the system. 46 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  49. 49. 4. Double-click the icon on the desktop for the connection you created and select Status (Figure 50). Figure 50: Desktop Connection Icon If you did not create an icon on the desktop, browse to and double-click the icon in the Network and Dial-Up Connections (Windows 2000 OS) folder or the Network Connections (Windows XP OS) folder. 5. The Dialup to NAE Status dialog box appears (Figure 51). Figure 51: Dialup to NAE Status Dialog Box 47 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  50. 50. 6. On the Details tab, note the address in the Server IP address field (Figure 52). Figure 52: Details Tab 7. Click Close. 8. Log on to the user interface of the NAE/NIE from your Web browser using the URL: http://[insert IP address here]/Metasys/ Replace [insert IP address here] with the IP address found in Step 5. Note: The dial-up connection does not automatically disconnect when you exit Metasys software. Close the connection with the disconnect command. See Figure 50. 48 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note
  51. 51. Troubleshooting Use the information here to troubleshoot direct or dial-up connections. See Table 1 for documents that contain troubleshooting information for the NAE/NIE and ADS/ADX. Error 733 Figure 53: Error 733 - PPP Control Protocol Disagreement See Table 4 for information on causes and resolution of this error. Table 4: Error 733 - PPP Control Protocol Disagreement When using This error results occurs To resolve this error... this hardware... because... NAE/NIE IPS/IPX protocol is selected. Select a different communications protocol. Error 777 Figure 54: Error 777 - Connection Device Out of Order See Table 5 for information on causes and resolution of this error. Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note 49
  52. 52. Table 5: Error 777 When using This error results occurs To resolve this error... this hardware... because... NAE/NIE Maximum communication speed is Change the communication speed set incorrectly. to match the correct setting for the modem used. NAE/NIE The COM PORT setting is Select a different COM PORT. incorrect. Username or Password Not Accepted Figure 55: Username or Password Not Accepted To correct this error, obtain a correct Metasys system username or password and repeat the login procedure. Building Efficiency 507 E. Michigan Street, Milwaukee, WI 53202 Metasys® and Johnson Controls® are registered trademarks of Johnson Controls, Inc. All other marks herein are the marks of their respective owners. © 2008 Johnson Controls, Inc. 50 Metasys® System Extended Architecture Direct Connection and Dial-Up Connection Application Note Published in U.S.A. www.johnsoncontrols.com

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