Installing TotalControl

Includes installation instructions for

Design Studio and Building Services Version 4.5.3.15

TotalControl 4.0.4.0 and later will not support any edition of SQL Server
2005. Review Service Bulletin SB180410 if this applies to an existing
system that will use or upgrade SQL Server 2005.

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 KMC Controls, Inc.

©2024, KMC Controls, Inc.

NetSensor, WinControl, and the KMC logo are registered trademarks of KMC Controls, Inc.
AppStat, BACstage, FlexStat, FullBAC, KMC Connect, TotalControl, SimplyVAV, and the
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without the written permission of KMC Controls, Inc.
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Inc. be liable for any damages, direct or incidental, arising out of or related to the use of this
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[email protected]

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Installing TotalControl Contents
C o nte nts

Contents 3
About this manual 7
What you need to know 7
Conventions used 8
If you encounter difficulty 8
Section 1: Read this first 9
About the installer 9
Things you will need 9
Choose a deployment option 10
Computer selection 10
Determine a database host computer 10
Plan for operator web pages and kiosk connections 10
Licensing 11
Computer requirements 12
SQL server requirements 14
Browser requirements 14
Setting up computers 15
Computer names 15
Passwords and privileges 15
Sleep and hibernation modes 15
Set up and configure the BACnet internetwork 16
Set up and configure KMD controllers and networks 17
Download new installation files 17
Section 2: Installing a new job site 19
About new installations 19
Before you install 20
Choosing the Typical, Custom, or Restore options 20
Begin installing TotalControl 20
After installation 22
Section 3: Upgrading an existing job site 23
Applicable versions 23
Before you begin the upgrade 23
Updating hardware license keys 23
Choosing the typical, custom, or restore options 24
About the upgrade 24
Upgrade the site 25
After installation 26
Section 4: Custom installations 27
Installing with the custom option 27
Shortcuts for custom installations 29
About the custom components 29
Section 5: Installing from a backup file 33
Before you install 34
Establish a database or database connection 34
Changing configuration settings for services 34

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Restoring to a single computer 34

Restoring to multiple computers 35
Renaming the site 35
Installing a new site from a backup file 35
Section 6: Using Design Studio 39
Starting Design Studio 39
Using Design Studio without connecting to site 39
Connecting to a site 40
Section 7: Uninstalling components of TotalControl 41
Appendix A: An overview of TotalControl 43
TotalControl Building Services 44
Protocol Driver Service 44
Control Application Services 44
Web and server components 45
The TotalControl Web Portal 46
Alarm viewer and manager 46
Trend management 47
Web administration 47
Schedule management 48
The kiosk display 48
TotalControl Design Studio 49
Deployment options 51
Single computer deployment 51
Distributed systems 52
Enterprise system 52
Appendix B: Worksheet for site data 55
TotalControl site data 55
Host computer user name and passwords 55
BACnet PDS 56
KMD PDS 56
OPC data 56
Notification service 57
Trend service data 57
Web Portal data 57
Appendix C: Communication ports and BAS networks 59
Firewalls and ports 59
Remote access 61
BACnet controllers and networks 62
BACnet networks, broadcast domains and tunneling 62
Bandwidth and traffic loading 63
Other applications and TotalControl on a single computer 63
KMD controllers and networks 63
Bandwidth issues 64
Summary of KMD network use 64
Network protocols supported 65
Broadcasting on KMD networks 65

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Appendix D: Configuring the Cimetrics BACstac driver 67

Before you begin 67
Configuring BACstac for BACnet IP 68
Configure the computer as a BACnet IP device 68
Register as a foreign device 70
Configure BACstac as a BBMD 71
Configure BACstac for Ethernet 8802.3 72
Remove previous versions of the BACstac driver 73
Appendix E: The Service Control Panel 75
Opening the Service Control Panel 76
Starting and stopping TotalControl services 76
Configuring a service 77
Restarting the BACstac driver 78
Configuring a service for a remote hardware license key 79
Configuring the License Manager service 80
Configuring TotalControl for an email server 81
Appendix F: Converting a USB hardware license to a soft license key 85
Before you begin 86
License type compatibility 86
Locate the License Conversion Tool 87
Methods of license conversion 87
Direct access conversion method 88
Network access conversion method 90
Reference 94
Using the ReadKeys program with Soft Key licenses 94
Upgrading Soft License Keys with UpdateKey 95
Computer hardware failure, Soft Key license encryption, and hardware fingerprints 95
Virtual machine installations 95
Troubleshooting 95
Unable to locate the Soft Key license file 95
The license conversion tool fails to contact the temporary license server 96
Lost or unrecoverable Soft Key licenses 96
Appendix G: Glossary 97
Index 109

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Installing TotalControl About this manual

A b o u t th i s m a n u a l
This publication is an installation manual for all of the components of TotalControl.
Review this material in its entirety before installing any of the TotalControl programs.

This manual covers installation for both TotalControl Design Studio and Building Services.
Sections in this manual include the following topics:
l Information you need to gather before you begin installing TotalControl.
l Requirements and specifications for the computers on which TotalControl will run.
l Installing TotalControl at a new location or job site.
l Upgrading existing TotalControl sites.
l Customizing the installation of TotalControl.
l Starting Design Studio.
l Uninstalling selected components of TotalControl.
l Appendix material and overview of TotalControl and other useful information.
l A glossary of terms used with TotalControl.

What you need to know

This manual assumes your familiarity with the following:
l Your computer and the Windows operating system.
l The principles of the building automation systems that will be managed with
TotalControl.

In addition to the material presented in this user’s guide, review and have available the
following reference material.
l The user’s guides for each device in the system.
l A sequence of operation for each piece of equipment in the site.
l Detailed plans and drawings for the building automation system.
l Information about the Local Area Network (LAN) including routers, switches, and
network firewalls.

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Conventions used
Some of the text in this publication uses special formatting to indicate emphasis or
keystrokes. The text conventions are as follows:
Menu and dialog items Highlights items in the TotalControl interface,
including buttons, dialog names, menus, and
commands in menus.
Control Basic Highlights text that can be used in Control
Basic programming.
File names Highlights names of files and extensions.
Italics Indicates a book or section title, a Control Basic
keyword, mnemonic, or a value.
KEY NAMES Indicates a specific key on the keyboard such
as SHIFT or ENTER .

If you encounter difficulty

If you experience difficulty with TotalControl, KMC Controls, Inc. provides the following
assistance.
Printed version of help An Adobe Acrobat version of TotalControl help is available from the
KMC Controls website. The PDF document is identical to the online help, but it is formatted
to print as a reference manual.
The KMC Controls web site Navigate to the support section on the KMC controls web site
for the latest information for TotalControl and other KMC Controls products.
www.kmccontrols.com
KMC technical support Our distribution partners have unlimited and free access to our
team of Technical Support representatives. We provide coast-to-coast and toll-free support
from 8:00 AM Eastern Time to 5:00 PM Pacific Time.
Toll-Free Technical Support: (866) 303-4562

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Installing TotalControl

S e c ti o n 1 : R e a d th i s f i r s t
This section covers preparations that you will need to make before you begin installing
TotalControl.

Before you install TotalControl, you will need to perform some prerequisite tasks.
l Be familiar with the concepts and parts of a TotalControl managed site. See An
overview of TotalControl on page 43.
l Gather system information. See Things you will need on page 9.
l Determine your computer requirements. See Choose a deployment option on page
10.
l Set up the computers as describe in Setting up computers on page 15.

About the installer

Beginning with TotalControl version 3.0, the installer includes significant improvements to
the installation process.
l You no longer have to stop or uninstall any component of TotalControl before
upgrading to the new version.
l Microsoft.NET framework and Internet Information Services (IIS) are installed
automatically.
l If SQL Server Express is the chosen database server, it will be installed automatically.

Things you will need

To install TotalControl, you will need the following items and information:
l Detailed plans and drawings for the building automation system.
l Information about the LAN including routers, switches and firewalls.
l Installation files from the Downloads area in the Partner Portal on the KMC Controls
web site.
l The name or IP address of the server on which TotalControl will be installed or is
installed.

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Choose a deployment option

Before you begin installing TotalControl, make a decision on the following issues:
l Computer selection
l Hosting the SQL database
l Web Portal access
l License keys

Computer selection
TotalControl can run from a single computer or can be deployed to run on several
computers. Various deployment options are discussed in the section An overview of
TotalControl on page 43.

Determine a database host computer

TotalControl requires a SQL database server. The server can be any of the following:
l SQL Server Express edition will be installed with TotalControl if no other SQL Server is
designated. This database should be used on systems with no more than 300
controllers.
l Use an existing edition of Microsoft SQL Server that is operated by the IT department.
This is the preferred method if SQL Server Express is not used.
l A new, dedicated installation of Microsoft SQL Server.

See the topic Computer requirements on page 12 for the SQL server specifications.

Plan for operator web pages and kiosk connections

The exact number of concurrent web connections to the computer running the TotalControl
web components is limited both by the operating system of the computer on which the web
components are installed and site licensing.
In summary:
l Every concurrent operator connection to the Web Portal requires two web
connections.
l A connection from a kiosk requires one web connection.
l Each concurrent operator connection to the Web Portal and kiosk connection requires
a license.

The number of concurrent connections for each type of operating system is listed in the
table Concurrent web connections on page 10.

Table 1–1 Concurrent web connections

Operating system Concurrent web connections

Windows 10 20
Windows 11 20
Windows Server Unlimited, but may require an upgrade from Microsoft

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See the related topic About the custom components on page 29.

Licensing
Several of the components of TotalControl require a hardware license key for activation.
l Small sites operating from one computer require a key for the licensed components of
Building Services.
l For larger systems, a license key or access to a key on a computer running the license
service is required for each computer on a site that is running a component of Building
Services that requires a license.

The license for Design Studio can be added to any key at the site. Typically, the license is
added to a key that will be plugged into a USB port on the computer on which Design Studio
will run.

Tip: Once TotalControl is installed, the Hard License key can be

converted to a license file. See Converting a USB hardware
license to a soft license key on page 85.

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Computer requirements
Computers running TotalControl must meet the minimum hardware and operating system
requirements listed in the tables in this topic. Review these requirements before installing
TotalControl.
TotalControl Building Services and Design Studio will run on either 32-bit or 64-bit versions
of Windows. The components of TotalControl can be installed on hot-swappable or
replicated servers as long as the servers meet the minimum operating system requirements
for TotalControl.
See also the topic SQL server requirements on page 14.

Table 1–2 Windows 11 computer requirements

Component Requirements

Operating system Windows 11 Professional

Processor Two or more cores, 64-bit
Trusted Platform Yes
Module (TPM)
Processor speed 2 GHz or faster
RAM 4 gigabyte (GB)
Graphics adapter DirectX 12 or greater graphics processor

Table 1–3 Windows 10 computer requirements

Component Requirements

Operating system Windows 10 Professional

Processor Two or more cores, 32- or 64-bit
Trusted Platform No
Module (TPM)
Processor speed 2 GHz or faster
RAM 2 gigabyte (GB) for 32-bit or 64-bit
Graphics adapter DirectX 9 or greater graphics processor

Table 1–4 Windows Server 2022 computer requirements

Component Requirements

Windows Server Windows 11 operating system

2022
Processor Two or more cores

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Table 1–4 Windows Server 2022 computer requirements (continued)

Component Requirements

Trusted Platform Yes

Module (TPM)
Processor speed 2 GHz or faster
RAM 16 GB or greater

Table 1–5 Windows Server 2019, Windows Server 2016 computer requirements

Component Requirements

Windows Server Windows 10 operating system

2019, 2016
Processor speed Two or more cores
Trusted Platform No
Module (TPM)
Processor speed 2 GHz or faster
RAM 16 GB or greater

Table 1–6 Windows 10 Computer platform requirements

Component Recommended Minimum

Hard disk space 500 GB 80 GB
100 GB free 60 GB free
Monitor 1920 x 768 or higher SVGA 1024 x 768
Network connection 100BaseT Ethernet 10BaseT Ethernet
(Design Studio only)
Internet connection High speed (3 Mpbs minimum)
USB USB port dedicated to hardware
key

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SQL server requirements

TotalControl Building Services store data in a Structured Query Language (SQL) database.
Microsoft SQL Server Express*, a lightweight version of the Microsoft SQL Server family, is
included with Building Services. KMC Controls recommends upgrading to a Microsoft SQL
Server Workgroup, Standard, or Enterprise edition on sites with more than 300 controllers.
See also the topic Computer requirements on page 12.

Table 1–7 SQL server requirements

Recommended Minimum
Microsoft SQL Server 2016**
SQL Server
2022
Microsoft
SQL Server
2019
Microsoft
SQL Server
2017
Microsoft
SQL Server
2014*

*Microsoft SQL Server 2014 Express is installed for Windows 7 and older.
**Microsoft SQL Server 2016 Express is installed for Windows 8 and newer.

Browser requirements
The TotalControl Web Portal is compatible with the following HTML5 browsers.
l Firefox version 71.0 or later
l Google Chrome version 78.0 or later
l Internet Explorer version 11 or later
l Microsoft Edge Chromium version 80.0 or later

Other browser requirements.

l If Adobe Flash is enabled, Adobe Flash Player version 11 is required. Enabling Flash is
a local option and not required to use the Web Portal.
l The recommended monitor resolution is 1280 x 1024 pixels or larger. The minimum
recommended resolution is 1024 x 768.
l The Web Portal does not require Java applets or custom ActiveX controls.

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Setting up computers
Computers hosting TotalControl must meet the requirements listed in the section
Computer requirements on page 12. Before installing a program on any TotalControl
computer, verify the computer name, passwords and privileges, and sleep and hibernation
modes.
In summary:
l Place the computers in a secure location.
l Connect each to the local area network.
l KMC Controls recommends that you operate each computer hosting one of the
services from an uninterruptible power source.

Computer names
Assign names to the computers that consist of only numbers and letters.
Assign names to the computers that consist of only numbers and letters.

Caution: If the computer that hosts IIS is assigned a name using

characters other than numbers or letters, the Web Portal will not work
correctly. Use only numbers or letters when naming computers on
which a component of TotalControl will operate.

Passwords and privileges

Have available a user name and password for each computer on which a component of
TotalControl will be installed. The installing technician must have Windows administrator
privileges.

Sleep and hibernation modes

To avoid corrupting the hardware license key, change the power settings for the computer.
To change the power settings for your version of Windows, do the following:
1 Use the Help function in Windows to search for “power” or “power management”.
2 Choose the Help topic for changing or setting up a power scheme.
3 In the power scheme, change the computer power settings to disable hibernation and
set the sleep mode to “never”.

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Set up and configure the BACnet internetwork

The BACnet internetwork1 consists of BACnet devices and usually one or more routers. The
devices and routers should be configured before installing TotalControl. See Application
Note 0404A, Planning BACnet Networks.
In summary:
l BACnet network protocol, network numbers, and UDP port assignments are
configured in a BACnet router such as a BAC-5051(A)E or BAC-5050 router. The
routing functions in a BAC-A1616BC Building Controller may also be used.
l BACnet device instance numbers are assigned to individual controllers. The exact
method will depend upon the manufacture and type of controller. The method will be
described in the installation manual for the controller.
l The TotalControl BACnet PDS must be installed on a computer with network access to
either a BACnet IP or BACnet Ethernet network.

See the related topics About the custom components on page 29 and Configuring the
Cimetrics BACstac driver on page 67.

1A BACnet internetwork can be as simple as a single network but is usually two or more BACnet
networks connected by routers. The BACnet protocol permits up to 65,534 interconnected networks
in an internetwork. Internetworks may contain similar or dissimilar physical types such an Ethernet, IP
or MS/TP.
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Set up and configure KMD controllers and networks

The components that make up the KMC Digital1 (KMD) network are configured with the
Hardware Configuration Manager (HCM), a software tool that is free to KMC partner
organizations.
KMD Tier 1 network connections
l A KMD Tier 1 network consists of at least one KMD-5205, KMD-5210, or KMD-5270
Tier 1 controller.
l The computer on which the KMD PDS will be installed must have network access to a
KMD Tier 1 controller.
l Each controller must have an address assigned to it with the HCM.
l Tier 1 controllers must also have IP addresses, gateway, and subnetwork information
configured with the HCM.

Note: For best operation, install or upgrade KMD-5210 LAN controllers

with firmware 4.0.0.22 or later.

Tier 2 network connections

l The computer on which the KMD PDS will be installed must have physical access to
the Tier 2 network.
l The computer must also include a serial port or USB-to-serial adapter.
l Each controller must have an address assigned to it with HCM.

See the related topic About the custom components on page 29.

Download new installation files

The latest TotalControl installation files are distributed in a single .zip file. The file is
available to our partners at the following web site:
partners.kmccontrols.com.
All of the files for TotalControl Building Services and Design Studio are included in the .zip
file. The same .zip file is used for both new installations and site upgrades.
Once the file is downloaded, temporarily disable any security features that might block the
installation. Extract the contents and save the extracted folder in a convenient location.

1KMDigital is a proprietary line of digital building automation controllers manufactured by KMC

Controls, Inc. The controllers are either Tier 1 or Tier 2 controllers. Tier 1 controllers connect directly
to a LAN through Ethernet; Tier 2 controllers connect to each other and Tier 1 controllers on an
EIA-485 network. KMDigital is often abbreviated as KMD.
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S e c ti o n 2 : I n s ta l l i n g a n e w j o b s i te
This section is the procedure for installing a new version of TotalControl on a single
computer.

This section applies only to new installations of TotalControl. For upgrading an existing
installation, see Upgrading an existing job site on page 23.

About new installations

There are several configurations and deployment possibilities for installing TotalControl.
This section covers a typical new installation on a single computer. During installation, the
following items will be installed on the computer.
l Microsoft.NET framework
l Microsoft Internet Information Services (IIS)
l Microsoft SQL Server Express (optional)
l Cimetrics BACstac BACnet driver
l System Monitor Engine Service
l BACnet PDS (requires a license)
l KMD PDS (requires a license)
l OPC PDS (requires a license)
l Protocol Gateway Service (requires a license)
l Trend Service
l Notification Service
l License Service
l TotalControl Service Control Panel
l Design Studio (requires a license)
l TotalControl Web Portal components
l TotalControl utilities

During installation, the installing technician can choose to use an SQL database server on a
computer other than the computer on which TotalControl is being installed. Typically, this is
a database server that is managed by an IT department. When using another database
server, SQL Server Express is not installed.

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Before you install

Before you begin to install the software, perform the following tasks or gather the following
information:
l Have available the information listed in Things you will need on page 9.
l An installation file from the KMC Controls partners web site.
l If you are using a SQL database on a computer other than the computer on which you
are installing TotalControl, you will need the database name and password.
l A user name and password for the computer on which you are installing TotalControl.
The user must have Windows administrator privileges.
l Choose a name and administrator’s password for the site.
l A hardware license key or keys for the installed services and Design Studio.

Choosing the Typical, Custom, or Restore options

When the installation procedure begins, you will have the following three choices:
l Choosing Typical installs all of the TotalControl components. This procedure starts in
the topic Begin installing TotalControl on page 20
l If you choose Custom, you will have the option to install only selected components.
See the topic Custom installations on page 27 before continuing.
l Use the Restore option only with a site backup file. See the topic Installing from a
backup file on page 33 before continuing.

Begin installing TotalControl

You will need the latest TotalControl installation files for this procedure. See the topic
Download new installation files on page 17 before starting.
1 Open the extracted installation folder and double-click the Setup icon.
2 When the Welcome to the TotalControl... Setup Wizard opens, click Typical.

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Installing TotalControl Section 2: Installing a new job site

3 Select the Create Site dialog box.

4 Enter the name of the job site in New Site Name using only letters, numbers, or the
underscore (_) for the site name. Spaces, punctuation, or special characters will cause
problems when using the Web Portal.
5 Enter a password in both Site Admin Password and Retype Site Admin Password. This
is the master password for the job site. This password will be used with the user name
admin to open Design Studio. Record this password on the worksheet in Worksheet
for site data on page 55.
6 If the site will use SQL Server Express, the server name is the name of the computer on
which you are performing the installation. If you are using another server, such as a
server managed by the IT department, do one of the following:
l Enter the name of the server in Server Name or IP Address. The name of the server
is supplied by the database server administrator. Using the name is the
recommended method to identify the server.
l Enter the IP address of the server in Server Name or IP Address.
7 Enter the named instance of the database server in SQL Named Instance.
l For SQL Server Express, the named instance is SQLEXPRESS.
l For other database servers, use either <default> or obtain the named instance
from the server administrator.
8 Select the Use Windows Authentication check box unless instructed by the IT
department or the database server administrator. When selected, the current Windows
user information is used and the Database Username and Database Password fields
are unavailable.

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9 Click the button under Test Connection. This creates an SQL database connection to
the defined server.
l If the connection is successful as shown in the Connection Details box, click Next.
l If the connection fails as shown in the Connection Details box, click See Details
for more information. Correct the problem(s) described and then repeat the test.
10 Select a folder in which TotalControl will be installed. KMC Controls recommends
installing TotalControl in the default location. Click Next> when ready.

11 Once installation begins, additional interaction may be required for any of the following
items:
l To acknowledge an end-user license agreement.
l To grant permission in a security dialog to continue installation.
l To locate Windows files to install IIS.

After installation
After installation, you will need to configure the BACstac driver and the Notification service.
BACstac driver configuration For new installations that connect to a BACnet internetwork,
the BACstac BACnet driver is installed with the following configuration:
l The BACnet IP protocol
l Network 1
l UDP port 47808 (Hexadecimal BAC0)

To change the BACnet network configuration, see the following topics.

l Configuring BACstac for BACnet IP on page 68
l Configure BACstac for Ethernet 8802.3 on page 72

Notification service (email) Before TotalControl will send operator email messages, the
Notification service must be configured with the credentials for an SMTP email server. See
the topic Configuring TotalControl for an email server on page 81 in the section The
Service Control Panel.

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Installing TotalControl

S e c ti o n 3 : Up g r a d i n g a n e x i s ti n g j o b s i te
Existing installations of TotalControl are upgraded from the same installation flash drive
as the one used to install a new site. This section describes how to upgrade an existing
site.

This section applies only to upgrading an existing TotalControl job site. For installing a new
job site, see the topic Installing a new job site on page 19.

Applicable versions
TotalControl version 4.0.x.x can be used to upgrade versions 2.0 and later. For versions
earlier than 2.0, contact customer service or technical support before upgrading a site.
Contact information is in the section If you encounter difficulty on page 8.

Before you begin the upgrade

Before you begin the upgrade, perform the following tasks or gather the following
information.
l Have available the information listed in the topic Things you will need on page 9.
l The name of the SQL database server on which the site database is located.
l An installation file from the KMC Controls web site.
l A user name and password for the computer on which you are installing TotalControl.
The user must have Windows administrator privileges.
l The site name and administrator's password for the site.
l A hardware license key or keys for the installed services and Design Studio.

Updating hardware license keys

Hardware license keys issued for previous versions may not work with upgrade versions.
The first two numbers of the version in the key must be the same as the version of
TotalControl to which you are upgrading.
In summary:
l Update the site key before upgrading a site.
l Contact customer service at KMC Controls, Inc. for authorization to update an existing
site key.
l Existing site keys can be updated over the Internet. If Internet access is not available
at the site, a technician key—a key with a red tag—can be used to keep the site
operational while updating the site key at a location where Internet access is available.
A technician key will operate the site for 72 hours and then the key will have to be
removed and reinserted for an additional 72 hours of operation.

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Choosing the typical, custom, or restore options

When the installation procedure begins, you will have the following three choices.
l Choosing Typical installs all of the TotalControl components. See the topic Installing
a new job site on page 19
l If you choose Custom, you will have the option to select which TotalControl
components to install. See the topic Custom installations on page 27 before
continuing.
l Use the Restore option only with a site backup file. See the topic Installing from a
backup file on page 33 before continuing.

About the upgrade

This upgrade adds several new features and corrects some problems found in previous
versions of TotalControl. The following is a list of some major changes to this version of the
installer.
l If required, the correct version of Microsoft.NET framework1 will be installed on your
computer.
l If required, the Cimetrics BACstac driver will be upgraded to the latest version.
l The individual building services no longer have to be stopped and uninstalled. This is
handled entirely by the installing program.
l If—during installation—you choose the Typical option, all of the components will be
installed on the computer.
l See Technical Bulletin TB0309A, TotalControl Release Notes for details on
improvements and bug fixes in this version.

1The Microsoft .NET Framework is a component of the Microsoft Windows operating system. It
provides a large body of pre-coded solutions to common program requirements, and manages the
execution of programs written specifically for the framework. The framework is intended to make it
easier to develop computer applications and to reduce the vulnerability of applications and
computers to security threats.
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Upgrade the site

You will need the latest TotalControl installation files for this procedure. See the topic
Download new installation files on page 17 before starting.
1 Open the extracted installation folder and double-click the Setup icon.
2 When the Welcome to the TotalControl Setup Wizard opens, click Typical.

3 Select Update or Select Existing Site.

4 If the site will use SQL Server Express, the server name is the name of the computer on
which you are performing the installation. If you are using another server, such as a
server managed by the IT department, do one of the following:
l Enter the computer name of the server. The name of the server is supplied by the
database server administrator. Using the name is the recommended method to
identify the server.
l Enter the IP address of the server.
5 Enter the named instance of the database server in SQL Named Instance.
l For SQL Server Express, the named instance is SQLEXPRESS.
l For other database servers, use either <default> or obtain the named instance
from the server administrator.

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6 Log in using one of the following methods.

l The Use Windows Authentication check box (selected by default). This method
uses the current Windows user credentials. The Database Username and
Database Password fields are unavailable.
l Use the Database Username and Database Password by clearing the check box.
Use this method if instructed by the IT department or database server
administrator to use these credentials for the SQL database.
l Select the TotalControl Login check box to use the TotalControl Admin
credentials. When selected, the Windows user and Database login fields are
unavailable.
7 Clear the Working Directory for Large Database Upgrade check box unless moving a
large database.
8 Click the button under Test Connection.
l If the connection is a success as shown in the Connection Details box, click Next.
l If the connection fails as shown in the Connection Details box, click See Details
for more information. Correct the problem(s) described and then repeat the test.
9 Select a folder in which TotalControl will be installed. KMC Controls recommends
installing TotalControl in the default location. Click Next when ready.

10 Once installation begins, interaction may be required to grant permission in a security

dialog.

After installation
After installation, verify that the Cimetrics BACstac driver has the correct protocol settings.
Also, remove any unneeded protocol entries from the driver. To change or verify the BACnet
network configuration, see the following topics.
l Configuring BACstac for BACnet IP on page 68
l Configure BACstac for Ethernet 8802.3 on page 72

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Installing TotalControl

S e c ti o n 4 : C u s to m i n s ta l l a ti o n s
During installation, individual components of TotalControl can be selected for a custom
installation. This section describes each of those components.

Choosing the Custom option when installing TotalControl offers the installing technician the
choice of which of the TotalControl components to add to a single computer. The
components are selected in TotalControl Components dialog.

Illustration 4–1 TotalControl Components dialog

Once the components are selected, the installer program verifies that the computer has all
the required operating system components and then proceeds with the installation as if it
were a typical installation.

Installing with the custom option

TotalControl 4.0 installation files are distributed in a .zip file available from the
Downloads section of our web site at partners.kmccontrols.com. All of the files for
TotalControl Building Services and Design Studio are included in the .zip file. Once the file
is downloaded, extract the contents and save them in a convenient location.
Use of the TotalControl custom installation option is the same for both installing a new site
and upgrading an existing site. These procedures are covered in other sections.
l Installing a new job site on page 19
l Upgrading an existing job site on page 23

Note: Repeat the Custom installation process for every computer in

the site on which a component of TotalControl is installed.

To use the Custom option during installation, do the following.

1 Open the extracted folder and double-click the Setup icon.

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2 In the TotalControl opening dialog, click Install TotalControl.

3 When the Welcome to the TotalControl Setup Wizard opens, click Custom.

4 If needed, change the device instance number of the BACnet PDS in the Custom
Installation dialog.
5 If the Web Portal will use a URL other than the default, enter the URL in Web
Application Location. The default URL is
http://computerID/TotalControlWeb.
6 Select the required components to install and then click Next.

7 Continue with either of the following procedures.

l If installing a new job site, proceed with the step Select the Create Site dialog
box. on page 21.
l If you are upgrading an existing site, proceed with the step Upgrade the site on
page 25.

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Installing TotalControl Section 4: Custom installations

Shortcuts for custom installations

There are several shortcuts that you may choose from the Components dialog. To use a
shortcut command, right-click anywhere on the Components dialog and then choose one of
the following shortcuts:
l Select All selects all component check boxes.
l Clear All clears all component check boxes.
l Select Typical BACnet Site selects all components except the KMD PDS and OPC PDS.
l Select Typical KMD Site selects all components except the BACnet PDS and the OPC
PDS.
l Select Typical OPC site selects all components except the KMD PDS and the BACnet
PDS.

About the custom components

Each of the components that can be selected during a custom installation is described in
the following topics.
Create, Update or Choose a Site When selected, this option controls the installation for the
TotalControl database configuration.
l During a new installation, you will have the choice to install SQL Server Express or
supply the name of another SQL server.
l For an update, the installer migrates the existing database to a new format.

BACnet Protocol Driver Service When the BACnet PDS is installed, the Cimetrics BACstac
driver is also installed on the same computer. The Cimetrics BACstac driver connects the
TotalControl BACnet Protocol Driver Service to the BACnet internetwork. See Configuring
the Cimetrics BACstac driver on page 67 for additional details on the BACstac driver.
Device instance The BACstac driver is a BACnet device and is required to have a
device instance number.
l For new installations, the installing program assigns a random number as the
BACnet instance number. After installation, use Design Studio to locate this
number in the Network Manager list under the BACnet service. Record the
device instance on the worksheet located in the appendix Worksheet for site
data on page 55.
l When the BACstac driver is upgraded, the installing program preserves the
existing instance number. However, the device instance can be changed in the
Component Selection dialog during installation.

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BACnet internetwork configuration The BACnet internet work connection will vary
depending upon whether the installation was new or an upgrade. For new
installations, the driver is configured as follows:
l The BACnet IP protocol
l Network 1
l UDP port 47808 (Hexadecimal BAC0)
l These settings can be change by following the procedures in the section
Configuring the Cimetrics BACstac driver on page 67.
l When upgrading an existing site, the installer preserves the original BACstac
network settings.

Note: Each BACnet PDS must be licensed before it can be

activated.

KMD Protocol Driver Service The KMC PDS must be installed on a computer that has
network access to a KMD Tier 1 controller. No information about the KMD network is
required at the time the service is installed. You will need the IP network address of one of
the KMD Tier 1 controllers when you add the KMD network to the site database with
TotalControl Design Studio.

Note: For best operation, install or upgrade KMD-5210 LAN controllers

with firmware 4.0.0.22 or later.

Note: The KMD PDS must be licensed before it can be activated.

OPC Protocol Driver Service The OPC PDS must be installed on a computer that has
access to one or more OPC servers. If the OPC PDS is not installed on the same computer
as the OPC server, either DCOM must be enabled on the OPC server or a third-party DCOM
tunneling program must be installed. No information about the OPC network is required at
the time the OPC PDS is installed. You will need the name of the OPC server when you add
an OPC network to the site database with TotalControl Design Studio.

Note: The OPC PDS must be licensed before it is active.

System Monitor Service Selecting the System Monitor Service installs the System Monitor
Engine. The System Monitor Engine (SME) coordinates the movement of data among the
other services, Design Studio, and the web components.

Note: The computer on which the system monitor engine is running

requires a hardware license key for any additional licensed web seats.

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Installing TotalControl Section 4: Custom installations

Protocol Gateway Service The Protocol Gateway Service transfers values between different
types of TotalControl supported BAS protocols with one or more defined processes. The
processes are set up with the Protocol Gateway Manager in Design Studio. The Protocol
Gateway Service is typically installed on the same computer as the System Monitor Engine
(SME). It does not require information during installation.

Note: The Protocol Gateway Service requires a license before it is

active. This license is required to use timed overrides in the
Web Portal. If you do not have a license, contact KMC Customer
Service.

Trend Service The Trend service manages data collected by controllers for storage in the
site database and for display by either Design Studio or the Web Portal. It does not require a
license.
Notification Service The Notification service performs alarm management for operator
notifications and displays alarms in both Design Studio and the Web Portal. It also sends e-
mail massages to key operators. After the Notification service is installed the e-mail service
must be configured as described in the topic Configuring TotalControl for an email
server on page 81. The Notification service does not require a license.
License Service The license service provides a method to activate a licensed component
from a hardware key on a remote computer. The most common use for the service is in
installations where a licensed component is operating on a server without a USB port or
when Design Studio is operated through a Remote Desktop Connection.
Service Control Panel When selected, the Service Control Panel icon will be added to the
Windows notification area. See The Service Control Panel on page 75.
Design Studio This is the master operator software with which you can build browser-based
operator pages, configure controllers, manage the database, and set up security, trends,
schedules, and alarms.

Note: Design Studio requires a license in order to be activated.

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Web Application The web application components serve the TotalControl operator Web
Portal and kiosk pages to an Internet browser. The Web Application must be installed only
on a computer hosting the Internet Information Service (IIS). The installer will automatically
install IIS when Web Application is selected. Record the name of the computer under Web
Portal data on page 57 on the worksheet in the Appendix Worksheet for site data on
page 55.

Caution: Use only numbers or letters when naming computers on

which a component of TotalControl will operate. If the computer that
hosts IIS is assigned a name using characters other than numbers or
letters, the Web Portal will not work correctly.

Note: The computer on which the system monitor engine is running,

not the computer serving web pages, requires a hardware license key
for any additional licensed web seats and kiosk computers.

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Installing TotalControl

S e c ti o n 5 : I n s ta l l i n g f r o m a b a c k u p f i l e
During installation, TotalControl can be installed using the settings and data from a
backup file. This section describes how to use a backup file to either restore a site or to
create a new site from the data and settings in a backup file.

A controls technician can use the Restore command in Design Studio to make a backup file
as a source for configuration settings when installing TotalControl. When using the Restore
command, the technician can do the following:
l Create a new site with the configuration settings and data from a backup file. This is
typically used to set up a site on a computer at one location—such as in a workshop—
and then transfer settings and data to the computer at the final site location.
l Restore site configuration and data after a computer malfunction.

Backup files are created only with Design Studio. There are two types of backup files.
l A site backup file contains site configuration settings and data in one compressed file.
The file may then be taken to another computer to transfer settings and data.
l A scheduled backup file contains only data from the site SQL database. This file is
typically created to automatically save operational and performance data on a regular
basis.

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Before you install

Restoring from a backup file may require changing settings in the Restore TotalControl
Components dialog. Review the following information before starting the installation.

Establish a database or database connection

When restoring or installing from a backup file, a connection to an SQL server must be
established.
l Installing an instance of SQL Server Express is the default for the TotalControl
installation program. If no other server is designated and SQL Server Express is
already on the computer, the installation program will recognize the installed version
and use that version to host the site database.
l All components installed at the same time will point to the server designated by Server
Instance and SQL Named Instance in the Restore TotalControl Components dialog
box.
l If the site is to use an existing SQL server, such as one operated by the IT department,
a connection to the server must be designated in the Restore TotalControl
Components dialog box.
l If components of the TotalControl are to be installed on more than one computer, the
same server instance and SQL named instance must be entered every time a
component is installed.

Changing configuration settings for services

During installation, settings for some components can be selected and changed. Typically,
these changes include network ports, addresses, or timing settings. The changes are made
from the component list at the bottom of the Restore TotalControl Components dialog box.

Restoring to a single computer

When restoring all of the components of a site to a single computer, select all of the
services in the list at the bottom of the Restore TotalControl Components dialog box.
Either allow SQL Server Express to be automatically installed or designate an existing
server. See Establish a database or database connection on page 34.

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Installing TotalControl Section 5: Installing from a backup file

Restoring to multiple computers

When installing the components and services for a TotalControl site on more than one
computer, the site database must be established as a first step. The database used for the
site can be a new version of SQL Server Express, an existing version of SQL Server Express,
or a link to an existing SQL database. During installation, do one of the following:
l Allow SQL Server Express to be automatically installed. This must be done on the first
computer on which a component of TotalControl is installed.
l Designate an existing server such as one managed by an IT department.
l When installing components on subsequent computers, designate the same SQL
server.

Renaming the site

The Site Name text box holds the name of the site from the backup file. This can be changed
to rename the site. If the site is renamed, it must have the same name for every installed
component.

Installing a new site from a backup file

This is an advanced procedure. Before installing from a backup file, review the information
in Before you install on page 34.
Using the TotalControl restore option during installation is similar to using the custom
option. However, instead of installing the components of TotalControl with default settings,
TotalControl is installed with configuration settings from a backup file.
You will need the following items to install TotalControl from a backup file.
l A backup file created with Design Studio. Site backup files contain configuration
settings for the TotalControl services as well as data from the SQL database.
l Detailed plans and drawings for the building automation system.
l Information about the LAN. This includes routers, switches and firewalls.
l A hardware license key for each computer on which a licensed component will be
installed.
l The installation file available from the Downloads area in the Partner Portal on the
KMC Controls web site. See the topic Download new installation files on page 17
before starting.

To install from a backup file:

1 Open the extracted installation folder.
2 Double-click the Setup icon.
3 In the TotalControl opening dialog, click Install TotalControl.

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4 When the Welcome to the TotalControl Setup Wizard opens, click Restore.

5 The Restore TotalControl Components dialog box opens. Use this dialog to make
changes to the settings for the restored site.

6 If the site will be using SQL Server Express, the server name is the name of the
computer on which you are performing the installation and is automatically filled in. If
you are using another server, such as a server managed by the IT department, do one
of the following.
l Enter the name of the server in Server Instance. The name of the server is supplied
by the database server administrator. Using the name is the recommended
method to identify the server.
l Enter the IP address of the server in Server Instance.
7 Enter the named instance of the database server in SQL Named Instance.
l For SQL Server Express, the named instance is SQLEXPRESS.
l For other database servers, use either <default> or obtain the named instance
from the server administrator.
8 Select the Use Windows Authentication check box unless instructed by the IT
department or the database server administrator.

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Installing TotalControl Section 5: Installing from a backup file

9 In the list of components at the bottom of the dialog, select the check boxes for the
components to be installed. If a component is to be installed on another computer,
clear the check box.
10 To rename the site when it is installed, change the name in Site Name. Use only letters,
numbers or the underscore (_) for the site name. Spaces, punctuation, or special
characters will cause problems when using the Web Portal.
11 To change the settings for a selected component—for example, a device instance or
port number—do the following:

a. Select the item in the list and then click Edit.

b. When the Edit Configuration dialog opens, select an item to change.
c. Make changes and then click OK.
12 Click the button under Test Connection. If the connection attempt is successful as
shown in the Connection Details box, click Next. If Next is not available, click See
Details for more information. Correct any problem(s) and then repeat the test.
13 Once installation begins, additional interaction may be required for either of the
following items.
l To grant permission to continue in a security dialog.
l To locate Windows files to install IIS.

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Installing TotalControl

S e c ti o n 6 : Us i n g De s i g n S tu d i o
Design Studio is the master operator software for a TotalControl managed site. The
following topics briefly cover the first steps of using Design Studio to open a job site.

Design Studio is a software configuration tool that a controls technician can use to build
browser-based operator pages, configure controllers, manage the database, and set up
security, trends, schedules, and alarms.

Starting Design Studio

The program starts the same as other Windows applications.
To start Design Studio, do the following:
1 Insert a valid hardware key or verify that a hardware key is inserted into a USB port.
2 Click Start and then point to KMC Controls, and then TotalControl Design Studio.
When Design Studio starts and it has previously been set up to open an existing site, the
Open Site dialog will open.
l If you are connecting to the site listed at the top of the dialog, enter a user name and
password and then click OK.
l If you are not connecting to the site, click Cancel.

Using Design Studio without connecting to site

Without connecting to a job site, you may use Design Studio to prepare graphic pages, write
Control Basic files, or configure controller template files. The work performed while not
connected to a site is stored on a local or network computer drive. The prepared files can be
transferred to the site when Design Studio connects to the site.
See the following help topics in Design Studio for additional information:
l To edit Control Basic programs, see the section Control Basic and Code Editor.
l For creating graphics for the user interface, see the topic Graphics Designer.
l To prepare templates, Under Design Studio Basics, see About Resource
Manager.

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Section 6: Using Design Studio KMC Controls, Inc.

Connecting to a site
To connect to an existing site or to create a new site, under the help topic Design Studio
Basics, see Connecting to job sites with Design Studio. The help topics will cover the
following:
l Opening an existing job site
l Adding an existing job site to the Site Explorer list
l Creating a new site.

You will need also the following information:

l The address of the computer hosting the site SQL database. This is either an IP
address or a URL.
l If you are establishing a new site, you will need also the user name and password for
the SQL database administrator.
l The site name and an Admin or TCadmin user name and password for the site.

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Installing TotalControl

S e c ti o n 7 : Un i n s ta l l i n g c o m p o n e n ts o f
T o ta l C o n tr o l
This section explains how to remove a component of TotalControl that is no longer
needed.

Components of TotalControl may need to be removed from the computer on which they
were installed because they were installed erroneously or are no longer needed. They do not
need to be uninstalled before installing a new version of TotalControl.
To uninstall any component of TotalControl, do the following:
1 If you are uninstalling Design Studio, continue at Step 3.
2 Stop the service from the Service Control Panel by doing the following:

a. Locate the Service Control Panel icon in the notification area.

b. Double-click the icon. The Service Control Panel dialog opens.
c. Click a service icon or select the row for the service.
d. Click Stop Service.

e. Click the Minimize button ( ) when finished.

3 Click Start>Settings>Control Panel and then choose Add or Remove Programs.
4 Scroll to the TotalControl programs in the Currently installed programs list. See the
illustration Installed TotalControl programs on page 42 for a list of the programs.
5 Choose a TotalControl program and then click Remove.
6 When removal of the program is finished, repeat for all other unneeded or unwanted
TotalControl programs in the list.
7 When all programs on the computer are removed, restart the computer.

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8 Repeat this procedure for each computer on which a TotalControl building service or
program is installed.

Illustration 7–1 Installed TotalControl programs

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Installing TotalControl

A p p e n d i x A : A n o v e r v i e w o f T o ta l C o n tr o l
Topics in this section outline the major components and features of TotalControl, several
deployment possibilities and computer requirements for a TotalControl managed building
automation system.

TotalControl is a software approach to providing Internet-based facilities management for a

building automation system. Built on the Microsoft .NET framework, TotalControl is a
flexible solution that provides multiple deployment possibilities to match the size of the
building automation system, the protocols in use, and customer requirements for operator
access. Regardless of size or complexity, all TotalControl systems are built around the
same core components.
l The TotalControl Web Portal and an Internet browser provide intranet or Internet
access to the building automation system.
l The components of TotalControl Building Services collect, store, and move data
between the controllers and the web components.
l TotalControl Design Studio is the configuration tool used to set up the system and
build the operator interface, which can then be viewed from an Internet browser.

Illustration A–1 Typical TotalControl system

Design
Studio
Browser
access Internet
Building browser Design
Automation access Studio
System
Internet

Building
Services and
Web Portal

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TotalControl Building Services

TotalControl Building Services collect and manage information from the controllers in a
building automation system. They run in the background of one or more computers
connected to the building automation system network. Once configured with Design Studio,
the bundle of programs in Building Services provides the data to route alarms, manage
schedules and display historical trend data for either Design Studio or the TotalControl Web
Portal. The major components of the building services are the Protocol Driver service (PDS),
the Control Application Services (CAS) and the web and server components.

Illustration A–2 TotalControl core components

BACnet PDS TotalControl

Design Studio
Notification
Schedules
KMD PDS Trends
Protocol SQL
Gateway Database
SME
OPC PDS Web Standard
Control
Application Components Web Browser
Services
Web and server
Building Services
components

Protocol Driver Service

A Protocol Driver Service (PDS) is the link between a building automation system and other
TotalControl services. When data is required from a controller, the PDS retrieves the data,
forwards it to the requesting service and, depending upon the type of data, caches it for
future use. Each supported protocol requires a corresponding PDS and network connection.
The PDS is one of the licensed components of TotalControl Building Services.

Control Application Services

The control application services perform key functions to monitor, display and manipulate
data from the building automation services. These services include:
l Notification of alarms and events
l Schedule management
l Trend data collection
l Exchanging data between protocols with Protocol Gateway service.
l Data management among the components of TotalControl by the Service Monitor
Engine (SME).

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Installing TotalControl Appendix A: An overview of TotalControl

Web and server components

The web and server components are distributed with TotalControl Building Services, but
may be installed on a computer separate from the computer running the Control Application
Services. Regardless of where the web and server components are running, they provide two
functions:
l Store data, graphic pages, and web pages in an SQL database.
l Serve web pages and building automation system data to the TotalControl Web Portal.

Web components The web components are a combination of a web server and the
TotalControl Web Portal components.
l Internet Information Services (IIS) distributed with the Windows operating system fills
the web server function for a TotalControl managed site.
l The TotalControl Web Portal components—through a combination of custom graphic
pages stored in the database and trend, schedule, alarm, and administration
modules—provide complete access to a site. Once configured with Design Studio,
authorized operators need only an Internet browser for site management.

SQL server componentsTotalControl is a database managed system and requires a

Structured Query Language (SQL) database server to store both system data and graphic
pages. The size and type of database server depends upon the complexity of the building
automation system.
l Systems with 300 controllers or fewer can operate with Microsoft SQL Server Express,
which is distributed with Building Services.
l For systems with more than 300 controllers, use a SQL Server Workgroups, Standard,
or Enterprise edition.
l Other factors, such as collecting over 1,000 trend logs, may also require the use of the
Workgroups, Standard, or Enterprise edition of SQL Server as the site database.

When a service retrieves data from a controller through the appropriate PDS, the data may
also be stored in the database. Each of the services can then query the database for
information.

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The TotalControl Web Portal

Operators view and manage the key functions of a building automation system using a
standard Internet browser connected to web pages constructed in Design Studio. These
pages are stored and served to web browsers from the computer or computers hosting the
SQL database and Microsoft web components.

Illustration A–3 TotalControl Web Portal

Alarm viewer and manager

Notification of alarms and events are managed, viewed, and acknowledged with the Alarm
Tools module. Programs within each device monitor a condition. When a value moves
beyond normal parameters, a notification event is created that the TotalControl notification
service processes as an alarm.

Illustration A–4 Alarm management

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Installing TotalControl Appendix A: An overview of TotalControl

Trend management
The trend viewer and configuration modules retrieve historical data for viewing trend logs,
managing trend log configuration, and exporting trend log data.

Illustration A–5 Historical data displayed in a trend log

TotalControl manages three types of trend logs:

l Controller trend logs are sets of historical data collected and stored only within the
memory of an individual controller.
l Database trend logs are controller trend logs that TotalControl has retrieved from a
controller and then stored in the site database.
l A PC trend log is a polling process performed by the TotalControl trend service.

Web administration
Authorized operators use the web administration module to add or remove operators and
assign operator permissions to various parts of the site.

Illustration A–6 Operators are granted access through web administration

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Schedule management
The schedule management module configures weekly and annual schedules to control
recurring events.

Illustration A–7 Schedule module

The kiosk display

A kiosk is a computer that automatically displays only selected graphic pages from the Web
Portal. A controls technician or engineer sets up the kiosk computer using Design Studio.
l Each kiosk can have a unique set of graphic pages that will display as a slide show.
The slide show automatically starts when a web browser opens the Web Portal from
the kiosk computer.
l Each kiosk requires a license added to building services. The designated kiosk
computer does not require a license or special browser plug-in.
l Operators cannot log on to the Web Portal from a kiosk computer.

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Installing TotalControl Appendix A: An overview of TotalControl

TotalControl Design Studio

Design Studio is the master operator software with which you can build browser-based
operator pages, configure controllers, manage the database, and set up security, trends,
schedules, and alarms. Once the graphic pages are constructed and the site is configured,
Design Studio is not required for daily operation.

Illustration A–8 TotalControl Design Studio

Graphics Designer Use Graphic Designer to assemble graphic pages from either the
included graphics library or imported graphic files. Once a page is constructed, it is stored in
the database and then published for viewing with a standard web browser.
Network Manager All networks, devices, objects, points, and properties are managed
through the Network Manager. The complete job site is displayed in a list that can be
expanded to manipulate a specific point or property or collapsed to view only networks,
devices, or controllers.
Site Explorer Site Explorer manages the graphics pages in the TotalControl database.
Versions of the graphics pages are controlled by checking the pages out of the database for
editing. While a page is checked out, it cannot be edited by other operators.
Resource Manager Resource Manager displays and manages a list of local files. Through
the Resource Manager, these local files can be edited without connecting to a site. Files in
Resource Manager can also be used to restore a backup configuration to networks,
controllers, points, and objects.
Security Manager A TotalControl administrator assigns permissions and passwords to
authorized operators with the Security Manager.
Protocol Gateway Manager The Protocol Gateway Manager is the Design Studio tool that
operators use to configure the Protocol Gateway service. The Protocol Gateway service
monitors data in one or more points or objects and then transfers that value to another point

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or object. The transfer interval can be set for a range from every few seconds to once a
month.
Code Editor Control Basic programs in KMC controllers are edited, compiled and sent to
controllers with the Code Editor.

Illustration A–9 Control Basic listed in the TotalControl Code Editor

Trends With Design Studio, you can set up controller, database, and PC trends. Controller
trends can be viewed with Design Studio.

Illustration A–10 BACnet controller trend in Design Studio

Alarm management With Design Studio you can set up alarms to notify key operators of
critical events. Notification includes custom messages in e-mail text.

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Installing TotalControl Appendix A: An overview of TotalControl

Deployment options
While all TotalControl core components are required for a complete system, they may be
located on separate computers. This provides a path for both upgrade and expansion of a
building automation system. Three typical computer systems are discussed on following
pages.
l Single computer deployment
l Distributed systems
l Enterprise system

Single computer deployment

The single-computer system is the simplest deployment of the TotalControl system. This
system is suitable for small systems with minimum resources.

Illustration A–11 TotalControl single computer system

TotalControl
Building Services,
database, and IIS Local
browser
access Design
Building
Automation Studio
System over VPN
Internet
Internet
browser
access

In a single-computer system:
l All licensed components for TotalControl Building Services are installed and operate
on a single computer. This is the only computer that requires a hardware license key
for TotalControl Building Services to operate.
l The computer serves the web pages created by TotalControl Design Studio in addition
to managing the interface to the schedule, alarm, trend, and administration web
modules.
l The system uses Microsoft SQL Server Express distributed with TotalControl Building
Services.
l Graphic pages were created with Design Studio by the system installers. Design
Studio was used also to configure controllers. It is not a required to be a permanent
part of the finished site.
l If needed, a master operator can connect Design Studio to the TotalControl managed
site over a virtual private network (VPN).

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Appendix A: An overview of TotalControl KMC Controls, Inc.

Distributed systems
Medium-sized building automation systems may require spreading TotalControl
components across two or more computers. The distributed system is similar to the single-
computer system except that a separate computer hosts the SQL database. In addition,
Design Studio is included as a master operator workstation.

Illustration A–12 Distributed system

TotalControl
Design Studio Local
browser
access Internet
Building browser Design
Automation access Studio
System
Internet

PDS, services, SQL database

web components server

In a distributed system:
l The TotalControl Design Studio is an on-site part of the system. The system engineer
uses this workstation for administrative functions and to build graphic pages. To
prevent unauthorized modifications, system engineers can remove the license key
when they are not using Design Studio.
l All TotalControl services are running on one computer and a second computer hosts
the SQL database. The building services computer also operates IIS and serves the
web pages created with TotalControl Design Studio. The computer on which the
components of Building Services are running requires a hardware key.
l Depending upon the size of the system, the distributed system could use Microsoft
SQL Server Express distributed with TotalControl or a dedicated SQL server running on
one of the Windows Server operating systems.

Enterprise system
Use enterprise deployment for large installations that include multiple buildings, protocols,
and locations.

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Installing TotalControl Appendix A: An overview of TotalControl

Illustration A–13 Enterprise system

Design
Studio

Internet
browser Design
PDS1 and services access Studio

Internet

IIS and
Web Portal

PDS2 and services

SQL
database
server

PDS3 and services

In an enterprise system:
l TotalControl Design Studio is part of the system. The system engineer uses Design
Studio for administrative functions and to build graphic pages. As with the distributed
system, Design Studio computer requires a hardware license key.
l Each building automation system connects to its own computer running the PDS
appropriate for the protocol and the TotalControl services for that building’s
automation system. Each computer operating a PDS requires a hardware license key.
l A central computer operates the SQL database; a second computer operates IIS. The
web pages created with TotalControl Design Studio are hosted and served by IIS from
this computer.

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Appendix A: An overview of TotalControl KMC Controls, Inc.

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Installing TotalControl

A p p e n d i x B : W o r k s h e e t f o r s i te d a ta
Use the space below to record setup information about the job site. Safeguard this sheet as
it includes operator names and passwords.

TotalControl site data

Use the following space to record the customer and site information.

Customer Name
Contact at Site/Phone#
TotalControl Version
Installation Date
Reference Documents
Type of Site (circle) Single Distributed Enterprise
BACnet PDS KMD PDS 0PC PDS Design Studio
Services (circle)
Notification Svc. Trend Svc. Web Portal Integration Svc.

Host computer user name and passwords

Host Computer for Single Site or SQL Database
Computer Password

URL

IP Address

TotalControl Site Name

TC Site Admin Password

Type of Server* SQL Express (default)

Name of Server* Default is same as site name

SQL Named Instance* SQL Express (default)

* Provided or approved by the IT department.

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Appendix B: Worksheet for site data KMC Controls, Inc.

BACnet PDS
See also About the custom components on page 29.

Host Computer Information BACnet System Details

URL IP Address BACnet Protocol Device Instance BACnet Network BACnet Port
Number Number
__ BBMD
__ Foreign Device
__ Normal IP Device
__ 8802.3
__ BBMD
__ Foreign Device
__ Normal IP Device
__ 8802.3
__ BBMD
__ Foreign Device
__ Normal IP Device
__ 8802.3
__ BBMD
__ Foreign Device
__ Normal IP Device
__ 8802.3

KMD PDS
See details in the topic About the custom components on page 29.

Host Computer Information KMDigital System Details

URL IP Address System Name Tier 1 Controller IP Controller Number

OPC data
See details in the topic About the custom components on page 29.

Host Computer Information OPC Server ID

URL IP Address Name IP

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Installing TotalControl Appendix B: Worksheet for site data

Notification service
See details in the topic About the custom components on page 29.

Host Computer Information E-Mail Information

URL IP Address SMTP Server User Account Domain Name Account Reply Address
Password

Trend service data

See details in the topic About the custom components on page 29.

Host Computer Information

URL IP Address

Web Portal data

See details in the topic About the custom components on page 29.

Host Computer Information

URL IP Address External URL

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Appendix B: Worksheet for site data KMC Controls, Inc.

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Installing TotalControl

A p p e n d i x C : C o m m u n i c a ti o n p o r ts a n d B A S
n e tw o r k s
This topic focuses on Information Technology issues related to your Building Automation
System (BAS).

A Building Automation System (BAS) consists of a network of hardware devices that

communicate using one or more TotalControl supported protocols. Software applications
provide an interface between the user and these devices for monitor and control of the
building environment. The devices and software perform most functions without manual
intervention. They also collect trends of monitored sensor and equipment status, and will
send alarm messages as needed.
Microsoft IIS and SQL servers, as well as TotalControl Building Services, may be distributed
on a number of computers, though they are typically installed on the same computer. SQL
Express edition is distributed with TotalControl, but any SQL edition is usable.
Topics in the remainder of this section cover the following information:
l Firewalls and ports on page 59
l Remote access on page 61
l BACnet controllers and networks on page 62
l KMD controllers and networks on page 63

Firewalls and ports

Because a Microsoft Windows or Microsoft Server operating system has an inherent
firewall, exceptions must be added to the firewall to allow communication through the
firewall ports. The TotalControl installer adds exceptions to the Windows firewall for its own
services. Other ports, such as those for IIS, SQL and BACnet traffic, must be manually added
to the firewall. If other firewalls—such as with network IP routers— are in the path between
elements, exceptions for the ports must also be added to the firewall. Client-server
communications between Building Services are not shown in the following table and
diagram.

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Appendix C: Communication ports and BAS networks KMC Controls, Inc.

Table C–1 TCP/UDP Ports

Device / Application Purpose Port Location

KMC License service Active licensed components TCP 27065 Anywhere

Building Controller Site Manager Technician configuration tool TCP 21 Anywhere
KMD Protocol Driver Service (PDS) KMD BAS server TCP 27042 Site
KMD Tier 1 controllers KMD traffic router UDP 21068 Site
KMD Tier 1 controllers KMD traffic router between UDP 21069 Site
Tier 1 controllers
OPC Protocol Driver Service (PDS) OPC server TCP 27031 Site
BACnet Protocol Driver Service (PDS) BACnet BAS server TCP 27011 Site
BACnet routers BACnet traffic router Typical range is Site
47808-47812
BAC-5050 & BAC-1616 Router configuration TCP 21070 Site
System Monitor Engine BAS server TCP 27050 Site
Notification service BAS server TCP 27033 Site
Trend Service BAS server TCP 27021 Site
Protocol Gateway service BAS server TCP 27055 Site
MS IIS Web Server TCP 80 Site
MS SQL Dbase server TCP 1433, 1434 Site
Design Studio Client (Technician configuration Communicates with Anywhere
tool) services, IIS & SQL
Web browser Client (End User) Communicates with IIS Anywhere

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Installing TotalControl Appendix C: Communication ports and BAS networks

Illustration C–1 Communication ports for TotalControl

KMD
Tier 2
Controllers
KMC License License
TCP 27065 Service
Service

Protocol
Gateway
Service
KMD
Tier 2
Controllers

BACnet BACnet UDP 47808-47817

MS/TP Router or
Controllers Ethernet 8802.3

OPC OPC
Devices PDS

*DCOM tunneling
recommended for
remote OPC servers.

Remote access
If remote access to the building automation system is required, we recommend setting up a
VPN account for your authorized installer. This provides a secure, remote access for
TotalControl. We also recommend that remote connectivity—either by Microsoft's remote
console or Virtual Network Computing (VNC)—be set up temporarily on the computer until
installation of TotalControl and communication with devices has been verified. This will
enable technical service personnel to identify problems.

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Appendix C: Communication ports and BAS networks KMC Controls, Inc.

BACnet controllers and networks

The KMC Controls BACnet products in a Building Automation System (BAS) conform to the
BACnet communications standard (www.bacnet.org) for monitor and control functions,
services, devices, and software applications. The issues discussed are:
l Broadcast domains and traffic tunneling schemes in BACnet
l Network traffic loading

BACnet controllers are installed throughout the building to control building equipment and
monitor environmental and system status. The controllers from KMC Controls use BACnet
MS/TP (EIA-485 physical layer) for communication. Gateways, called BACnet routers in the
standard, transfer traffic along EIA-485 and Ethernet cabling between DDCs and the BACnet
Protocol Driver Service.

BACnet networks, broadcast domains and tunneling

The BACnet standard specifies networking schemes that may be used at OSI Layers 1-4.
Several physical layers are supported, mainly EIA-485 and IEEE 8802.3. For IEEE 8802.3,
BACnet traffic is transported either at the Link layer, called “BACnet over Ethernet”, or at the
Network/Transport layers, called “BACnet over IP”, as follows:
l BACnet/Ethernet uses an LSAP of 0x82 in the LLC sub layer to identify BACnet traffic.
l BACnet/IP uses UDP ports to identify BACnet service traffic The default port is 47808
(0xBAC0).

Every device within the system has peer-to-peer communications with all other devices,
routed through BACnet routers. BACnet networks are defined as follows:
l An Ethernet segment
l An IP broadcast domain, defined by a UDP port
l An EIA-485 network
l A one-to-one unicast tunnel between two routers, defined by a UDP port. This is
referred to as the PAD method.
l A many-to-one unicast tunnel between routers and a single router configured as a
broadcast manager, defined by a UDP port. This is the BACnet Broadcast
Management Device (BBMD) and foreign device method.

BBMDs and Packet Assembler and Disassembler (PAD) routers are used to cross IT
subnetwork boundaries. PAD routers carry broadcast and unicast messages between
devices. In the BBMD method, only broadcast messages are tunneled between the many
foreign devices and the BBMD. The BBMD informs all of its registered foreign devices of the
entire set of foreign devices so that foreign devices will route unicast messages directly to
other foreign devices. Thus, if a BBMD fails, this will stop the flow of broadcast—and
eventually all—BACnet traffic within the BBMD's registered foreign devices.

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Installing TotalControl Appendix C: Communication ports and BAS networks

The following are some defining features of BACnet routers:

l BACnet routers are really gateways.
l BACnet routers do not route Layer 3 (IP) traffic; they route BACnet traffic at all
appropriate layers.
l BBMD traffic passing through a firewall to the Internet requires a public IP address.
Network address translation is supported for BACnet routers that comply with
Addendum O to BACnet Standard 135-2010 or Annex J of BACnet Standard 135-2012.

The Cimetrics BACstac driver—part of the BACnet Protocol Driver Service for TotalControl—
may be configured to route traffic as a either a BBMD or foreign device. Typically, a BBMD is
used for permanent installations. A foreign device connection is only recommended for a
temporary connection such as a technician's service tool.

Bandwidth and traffic loading

BACnet traffic mainly consists of periodic requests for sensor and equipment status. The
periodicity can be minutes, even hours, and messages are very small. A site of 100,000 sq.
ft. may typically have system-wide traffic on the LAN on the order of a few tens of packets a
second to a few kilobytes a second.
Web traffic per client is also minimal. Typically, only a few hundred kilobytes are necessary
to present a page in the Web Portal and to initialize a Flash movie or HTML 5 animation, and
then a few kilobytes every 30 seconds thereafter.

Other applications and TotalControl on a single computer

For a system in which BACnet traffic is transported over BACnet/IP, BACstage and may not
operate through the same Ethernet network interface card (NIC) while using the same UDP
port. To simultaneously use other applications, each application must be assigned its own
network and UDP port; a matching UDP port and network must be configured on the
internetwork within a BACnet router.

KMD controllers and networks

Only the Tier 1 KMD series1 of controllers are directly connected to the Ethernet LAN. Tier 2
controllers are connected to Tier 1 controllers with EIA-485 networking. All controllers use
points of data (such as an input from a sensor) to perform their control function(s).

1KMDigital is a proprietary line of digital building automation controllers manufactured by KMC

Controls, Inc. The controllers are either Tier 1 or Tier 2 controllers. Tier 1 controllers connect directly
to a LAN through Ethernet; Tier 2 controllers connect to each other and Tier 1 controllers on an
EIA-485 network. KMDigital is often abbreviated as KMD.
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Appendix C: Communication ports and BAS networks KMC Controls, Inc.

Bandwidth issues
In general terms, KMD controllers take only a minutely small portion of available Ethernet
bandwidth. Some bandwidth usage is fixed, other usage is dynamic, and still other usage is
user-defined.
Fixed bandwidth Each controller is set to send and receive data only every 20 to 30
seconds. This traffic probably accounts for no more than 6 kilobytes at peak while at most
times it is idle.
Dynamic Dynamic usage refers to alarm conditions. These exceptions occur rarely, even in
large and complex automation systems. In addition, each alarm will account for only up to
several hundred bytes or so of bandwidth.
User defined User-defined traffic is more unpredictable. Users can set up TotalControl to
access controllers and perform any number of tasks. Again, even at peak, this traffic
accounts for only a small percentage of available Ethernet traffic bandwidth.
While not meant to be definitive or comprehensive, the following formula can provide a
general calculation for controller-to-controller bandwidth.
max. bandwidth per controller =
3000 bytes X (number of Tier 1 controllers in system – 1) every 25 seconds
This formula does not account for dynamic or user-defined traffic.

Summary of KMD network use

l A Network Status UDP packet—UDP datagrams of 40 bytes—is sent every 23 seconds
to each Ethernet connected controller in the system.
l A Network Points packet—a UDP datagram from 0 to 528 bytes—is sent every 24
seconds to each Ethernet connected controller in the system.
l Alarms—UDP datagrams of up to 1400 bytes—are sent to each Ethernet connected
controller as they occur. Multiple alarms will be concatenated into one message.
These same packets are then directed to the KMD PDS or operator workstation that is
both logged in and set up to receive such alarms.
l Operator requests—UDP datagrams of 24 bytes—are directed to specific controllers.
Replies can be up to 1400 bytes.
l Operator sends can be a UDP datagram of up to 1400 bytes; controllers acknowledge
with a 15-byte UDP datagram.
l The building operator determines and controls the frequency of activity. Operator
workstation refresh rates can be set as often as once per second, In addition, multiple
windows may be open simultaneously. Only those windows that are in Update mode
(as opposed to View mode), generate network traffic. However, workstations can also
be programmed to maintain historical files known as trend logs. Workstation settings
determine the number of trend logs and the frequency of updates. Trend log packets
(UDP datagrams) are 1400 bytes.
l Packets transmitted on the same Ethernet sub-network are fragmented at the
Maximum Transmission Unit (MTU) size set at the controller level not related to the

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Installing TotalControl Appendix C: Communication ports and BAS networks

LAN MTU size. Default size is 1500 bytes.

l Routers and gateways have a tendency to drop KMD controllers from routing tables.
To keep the controllers in the tables, Tier 1 controllers ping routers and gateways
every 2 minutes.

Network protocols supported

l Internet Protocol (IP) over Ethernet
l Internet Control Message Protocol (ICMP)
l Universal Datagram Protocol (UDP)
l Address Resolution Protocol (ARP)
l BACnet-licensed KMD models (MS/TP, Ethernet 8802.3)
l Proprietary protocol (encapsulated in UDP)

Broadcasting on KMD networks

l In the traditional sense of the word, KMC controllers do not perform any broadcasting
functions.
l Address Resolution Protocol (ARP) messages are used whenever a given Tier 1
controller needs to determine the MAC address of other controllers. This broadcast
ARP is of no consequence to the other devices on the Ethernet LAN.
l We generally recommend that Tier 1 controllers are designated as broadcast servers
in our facility management software. However, this traffic exists only from controller
to controller.
l All UDP transmissions are directed (no broadcasts).

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Installing TotalControl

A p p e n d i x D: C o n f i g u r i n g th e C i m e tr i c s B A C s ta c
driver
Topics in this section cover the configuration of BACstac for BACnet IP or BACnet
Ethernet networks.

The Cimetrics BACstac driver is included in the installation of the BACnet Protocol Driver
Service (PDS). The BACstac driver is a software service that connects the local BACnet
network to the BACnet PDS.
l Prerequisite system information and requirements are covered in the topic Before
you begin on page 67.
l Configuring the driver for the correct BACnet protocol
l Configuring BACstac for BACnet IP on page 68.

l Configure BACstac for Ethernet 8802.3 on page 72.

l If needed, removal procedures are covered in the topic Remove previous versions
of the BACstac driver on page 73.

Before you begin

The Cimetrics BACstac driver is included in the installation of the TotalControl BACnet PDS
is installed. To configure the BACstac driver for connection to a BACnet internetwork, you
will need the following information.
l For BACnet IP networks—a local BACnet network number and UDP port number for the
local network.
l For foreign device registration—the IP address and UDP port number of a remote
BBMD.
l For BACnet Ethernet 8802.3—the local BACnet Ethernet network number.

Network number Network numbers are assigned by BACnet routers or devices with a
routing function. The network number in BACstac must match the network number set by
the router.
Routing protocol The routing protocol is established by a router or a device with a routing
function. By using Cimetrics BACstac as a driver, TotalControl supports the following
BACnet routing protocols.
l BACnet IP (Internet protocol)
l BACnet IP foreign device
l BACnet IP BACnet Broadcast Management Device (BBMD)
l BACnet Ethernet-8802.3

The routing protocol must match the BACnet protocol of the local BACnet network.

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Appendix D: Configuring the Cimetrics BACstac driver KMC Controls, Inc.

UDP Port The UDP Port number is assigned by a BACnet router or a device with a routing
function. Each BACnet IP network must be assigned a UDP Port. The port number in
BACstac must match the port number set by the router.

Related topics
l Configuring BACstac for BACnet IP on page 68
l Configure BACstac for Ethernet 8802.3 on page 72
l Remove previous versions of the BACstac driver on page 73

Configuring BACstac for BACnet IP

The BACstac driver is automatically installed when the TotalControl PDS is installed. For
instructions to install the BACstac driver, see the topic Custom installations on page 27.
However, the driver must be configured to match the type of BACnet network to which the
computer is connected.

Caution: If the computer running BACstac includes a firewall, the port

selected in UDP Port must be opened in the firewall. If the port is not
opened, BACnet devices cannot be seen in the Network Manager list
and data cannot be transferred from the device to the the TotalControl
BACnet PDS.

Configure the computer as a BACnet IP device

To configure the computer as a BACnet IP device, the computer must meet one of the
following conditions:
l It must be connected to the same IP subnetwork as one of the BACnet IP networks.
l It must be configured as a BACnet Broadcast Management Device (BBMD) that is part
of the BACnet internetwork. This is the recommended practice if no other means to
send and receive BACnet broadcast messages is available.
l It must be registered as a foreign device to a BBMD. This is not recommend for
permanent installations.

All three types of IP routing protocols require entries under the Port tab. To configure the
computer as an IP device, do the following:
1 Choose Start, Cimetrics, and then Configure BACstac. The Port Table dialog opens.
2 If there are any unneeded entries in the port table, select them and then click Remove.

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Installing TotalControl Appendix D: Configuring the Cimetrics BACstac driver

3 Click Add and then choose BACnet/IP.

4 Enter the configuration for the following in the BACnet/IP dialog:
l Port ID
l Network number
l UDP Port

5 From Adapter, select the physical network adapter that will connect to a LAN.
6 If required, perform either of the following additional configurations:
l Configure BACstac as a BBMD on page 71
l Register as a foreign device on page 70
7 Click OK to finish and save the configuration.

Port ID Enter any non-zero number.

Network number Enter the BACnet IP network number from the BACnet system plans. The
network number must match the network number for the BACnet IP network to which the
computer is connected. BACnet IP network numbers are configured in routers or devices
with routing functions.
IP Address This lists the IP addresses of the Network Interface Cards (NIC) installed in the
computer. Select the address for the NIC in use.
Subnet Mask The IP subnetwork to which the computer hosting the PDS is connected.
UDP Port Enter the UDP port number from the BACnet system plans. The UDP port number
must match the port number for the BACnet IP network to which the computer connected.
UDP port numbers are typically 47808 to 47817 (0xBAC0 to 0xBAC9 in hexadecimal
notation).

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Appendix D: Configuring the Cimetrics BACstac driver KMC Controls, Inc.

Register as a foreign device

The computer can register as a foreign device to a BACnet Broadcast Management device
(BBMD). Foreign device registration to a BBMD is a technique for crossing IP subnetwork
boundaries with BACnet broadcast messages.

Note: Registering as a foreign device is not recommended for

permanent connections. Instead, configure BACstac as a BBMD.

To configure the computer as a foreign device, do the following:

1 Configure the computer as a BACnet IP device on page 68
2 Click the Foreign Device tab.

3 Enter the configuration for the following properties:

l IP Address of the remote BBMD
l UDP Port of the remote BBMD
l A value for Time To Live
4 Close all dialog boxes when finished.

IP Address Enter the IP address of the remote BBMD. If network address translation (NAT)
is used between the PDS computer and the BBMD, contact the network system
administrator for the correct public IP address.
UDP Port Enter the UDP Port of the BBMD to which BACstac is registering as a foreign
device.
Time To Live Sets the interval at which the driver sends a registration message to the
BBMD with which it is registered.

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Installing TotalControl Appendix D: Configuring the Cimetrics BACstac driver

If the BBMD does not receive a registration message within the Time To Live period plus 30
seconds, the BBMD removes the device from its foreign device table and will not send
broadcast messages to the device.
l The valid time range is 1 to 65535 seconds.
l If the entry is zero (0), the registration is forever.
l The default value is 1880 seconds.

Configure BACstac as a BBMD

A BACnet Broadcast Management Device (BBMD) facilitates BACnet broadcast messages
across IP subnetworks. When configuring the driver as a BBMD, observe the following rules.
l Configure only one BBMD with the same port number for a single IP subnetwork.
l Assign the same BACnet network number to all BBMDs on the internetwork.
l The BBMD can accept registration from foreign devices or perform BBMD-to-BBMD
routing.

Note: To use BACstac as a permanent BBMD, the computer must

remain connected to the internetwork and running at all times.
Typically, a BBMD is not used on a computer that is used only as a
service tool.

To configure the PDS computer as a BBMD, do the following:

1 Start with the procedure Configure the computer as a BACnet IP device on page
68.
2 Click the BBMD tab.

3 Select the BACnet Broadcast Management Device check box.

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4 Enter the configuration for the following:

l Broadcast Distribution Table
l Two-Hop Forwarding
l Foreign Device Table
l Max FDT Entries
5 Close all dialog boxes when finished.

Broadcast Distribution Table The broadcast distribution table is a list of all BBMDs in the
internetwork. The table includes the IP address, UDP port number, and IP subnet mask of
each BBMD. Use Add or Remove to edit the table.
Two-Hop Forwarding Always select the Two-Hop Forwarding check box.
Foreign Device Table Select the Enable check box to enable foreign devices to register
with the BBMD. The maximum number of devices is limited by the value in Max FDT Entries.
Max FDT Entries Sets the maximum number of foreign devices that can register at one
time. The value for MAX FDT Entries is 1 to 128.
NAT Global Address When using network address translation and port address translation
(NAT and PAT), enter the public IP and port number. NAT and PAT are used when the BBMD
needs to be accessible from the Internet. The IT department provides the IP address and
UDP Port number.

Configure BACstac for Ethernet 8802.3

The BACstac driver is automatically installed when the TotalControl BACnet PDS is installed.
For instructions to install the BACstac driver, see the topic Custom installations on page
27. However, the driver must be configured to match the type of BACnet network to which
the computer is connected.
1 Choose Start, Cimetrics, and then Configure BACstac. The Cimetrics Port Table dialog
opens.
2 If there are any unneeded entries in the port table, select them and then click Remove.

3 Choose Add and then select Ethernet.

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Installing TotalControl Appendix D: Configuring the Cimetrics BACstac driver

4 In the Ethernet Port Properties dialog, enter the configuration for Port ID, Network
Number, and Attached.

5 From Network Interface Card, select the physical network adapter that will connect to
a LAN.
6 Close all dialog boxes when finished.

Port ID Enter any non-zero number.

Network number Enter the local BACnet 8802.3 network number from the BACnet system
plans. The network number must match the network number for the BACnet Ethernet
network to which the computer is connected.
Attached Always select this option.

Remove previous versions of the BACstac driver

TotalControl may require an old version of the Cimetrics BACstac driver to be removed
before a new version is installed. This is usually required only on computers that were
running programs other than TotalControl or if a problem occurs during installation.

Note: This procedure applies only to BACstac versions earlier than

6.0. Version 6.0 and later are removed using the Windows Control
Panel program.

To remove an old version of BACstac, do the following:

1 Choose Start>Settings>Network Connections and then Local Area Connections. The
Local Area Network Dialog opens.

2 Click Properties.
3 Scroll through the list of connection items.
4 If you find any version of BACstac (TM) Routing Edition, select it and then click
Uninstall.

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Installing TotalControl

A p p e n d i x E : T h e S e r v i c e C o n tr o l P a n e l
The topics in this section describe how to use the TotalControl Service Control Panel to
change or configure properties of TotalControl Building services.

The TotalControl Service Control Panel is part of the TotalControl installation. From any
Service Control Panel in a TotalControl managed site, a controls technician can do the
following:
l Verify that all of the services in a site are running and which—if any—are not running
correctly.
l View the license status of each service including the number of web seats and kiosks.
l Start or stop any of the building services.
l Designate the computer on which a remote license key is installed.
l Configure the notification service for an email server.

Topics covered in this section

l Opening the Service Control Panel on page 76
l Starting and stopping TotalControl services on page 76
l Configuring a service on page 77
l Restarting the BACstac driver on page 78
l Configuring a service for a remote hardware license key on page 79
l Configuring the License Manager service on page 80
l Configuring TotalControl for an email server on page 81

Illustration E–1 TotalControl Service Control Panel

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Appendix E: The Service Control Panel KMC Controls, Inc.

Opening the Service Control Panel

To open the TotalControl Service Control Panel, double-click the icon in the Windows
notification area. The exact icon shape will depend upon the status of the services. See the
table Service Control Panel status icons on page 76 for a list of icons.

Table E–1 Service Control Panel status icons

Icon Description

All services are running.

One or more services are not responding or are

unlicensed.
One or more services have stopped.

Each installed service is represented by an icon in the Services Control Panel. The icon
corresponds to the status of the service. See the table Service Control Panel service
icons for a description of the icon status.

Table E–2 Service Control Panel service icons

Icon Status

Service is fully functional.

Service is not responding or is unlicensed.

Service has stopped.

Related topics
l Starting and stopping TotalControl services on page 76
l Configuring a service on page 77
l Configuring a service for a remote hardware license key on page 79
l Configuring the License Manager service on page 80
l Configuring TotalControl for an email server on page 81

Starting and stopping TotalControl services

All TotalControl services start automatically when the computer on which they are installed
starts. Starting and stopping a service from the Service Control Panel is usually needed only
for system diagnostics.
To start or stop a service from the Service Control Panel, do the following:

1 Locate the Service Control Panel icon in the Windows notification area.
2 Double-click the icon. The Service Control Panel dialog opens.

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3 Click a service icon or select the row for the service.

4 As available, click either Stop Service or Start Service at the bottom of the dialog.
5 Click the Minimize button ( ) when finished.

You may also do the following to start or stop a service:

l Stop or start a service by right-clicking the service icon or service row and then
choosing Start Service or Stop Service from the shortcut menu.
l Simultaneously start or stop all services by clicking Start All Services or Stop All
Services.

Related topics
l Opening the Service Control Panel on page 76
l Configuring a service on page 77
l Configuring a service for a remote hardware license key on page 79
l Configuring the License Manager service on page 80
l Configuring TotalControl for an email server on page 81

Configuring a service
Some properties for TotalControl Building Services can be changed from the Service Control
Panel.
To configure a service, do the following:

1 Locate the Service Control Panel icon in the Windows notification area.
2 Double-click the icon. The Service Control Panel dialog opens.
3 Click a service icon or anywhere on the row for the service.
4 Click Configure Service.
5 Make changes to the service and then click OK.
6 Click the Minimize button ( ) when finished.

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You may also right-click a service icon or anywhere on the row for the service and then
choose Configure Service from the shortcut menu to open the Service Configuration dialog.

Illustration E–2 Service Configuration dialog

Properties of the Configure Service dialogs

Service Name A descriptive label of the service. The set of characters used in Service Name
is restricted to printable characters.
Service ID Service ID is assigned by TotalControl and cannot be changed.
Service Host Address This is the address of the computer on which the SQL service is
running. The preferred entry is the name of the computer; the IP address may also be used.
Service Host TCP Port This port is used by TotalControl building services.

Related topics
l Opening the Service Control Panel on page 76
l Starting and stopping TotalControl services on page 76
l Configuring a service for a remote hardware license key on page 79
l Configuring the License Manager service on page 80
l Configuring TotalControl for an email server on page 81

Restarting the BACstac driver

For various reasons, the BACstac BACnet driver may need to be restarted after computer
maintenance or upgrade. The driver can be restarted from the Service Control Panel.
To restart the BACstac driver from the Service Control Panel, do the following.

1 Locate the Service Control Panel icon in the notification area.

2 Double-click the icon. The Service Control Panel dialog opens.
3 Right-click the BACnet service icon or anywhere on the row for the service and
choose Restart BACnet Service from the shortcut menu.
4 Click the Minimize button ( ) when finished.

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Configuring a service for a remote hardware license

key
Licensed components of TotalControl require activation from a license stored in a hardware
license key. This license key is usually plugged into a USB port on the computer on which
the application is operating.
If a USB port is not available or the hardware key must be plugged into a computer other
than the one on which the service is running, use the license key server component of
Building Services. This service provides access to a valid hardware license key on another
computer on the same network.
To configure a service to use a remote hardware license key, do the following:

1 Locate the Service Control Panel icon in the notification area.

2 Double-click the icon. The Service Control Panel dialog opens.
3 Right-click the service icon or anywhere on the row for the service and then choose
Configure License from the shortcut menu.

4 Make changes to the service and then click OK.

5 Click the Minimize button ( ) when finished.

Illustration E–3 Configure License dialog

Properties of the Configure License dialog

License Service Address Enter either the IP address or the name of the computer on which
the license key server is running and the key that holds the license for the service installed.
License Service TCP Port This is a network port through which the license service
connects to computers running a TotalControl service that requires a license. See
Communication ports and BAS networks on page 59 for a description of all ports used
by TotalControl.

Note: The entry in License Service TCP Port must match the entry in
Service Host TCP port used by the license server. See Configuring
the License Manager service on page 80.

Use Local License Key Click Use Local License Key to change the location of the hardware
key from a remote computer to the computer on which the service is running.

Related topics
l Opening the Service Control Panel on page 76
l Starting and stopping TotalControl services on page 76
l Configuring a service on page 77
l Configuring the License Manager service on page 80

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l Configuring TotalControl for an email server on page 81

Configuring the License Manager service

The TotalControl License Manager service provides a method to license a service from a
computer other than the computer on which the service is running. The computer on which
the License Manager Service is running hosts the USB license key. The service can then
enable one or more TotalControl services running on other computers that require a license.
To configure the License Manager, do the following:

1 Locate the Service Control Panel icon in the notification area.

2 Double-click the icon. The Service Control Panel dialog opens.
3 Right-click the License Manager icon or anywhere on the row for the service.
4 Choose Configure Service from the shortcut menu.
5 Make changes to the service.
6 When finished, click OK.
7 Click the Minimize button ( ) when finished.

Illustration E–4 License Manager configuration dialog

Properties of the License Manager Service Configuration dialog

Service Name A descriptive label of the service. The set of characters used in Service Name
is restricted to printable characters.
Service ID Service ID is assigned by TotalControl and cannot be changed.
Service Host Address This is the address of the computer on which the SQL service is
running. The preferred entry is the name of the computer; the IP address may also be used.
Service Host TCP Port This is a network port through which the license service connects to
computers running a TotalControl service that requires a license. See Communication
ports and BAS networks on page 59.

Note: The entry in Service Host TCP Port must match the entry in
License Service TCP Port used by all other services using the License
Manager service. See Configuring a service for a remote
hardware license key on page 79.

Related topics
l Opening the Service Control Panel on page 76
l Starting and stopping TotalControl services on page 76
l Configuring a service on page 77
l Configuring a service for a remote hardware license key on page 79

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l Configuring TotalControl for an email server on page 81

Configuring TotalControl for an email server

To send email messages to an operator, the Notification service must be configured with
the credentials for an email server. The credentials are supplied by the IT department or the
email server administrator.

Note: Some virus detection programs will block TotalControl from

sending email messages because the messages are interpreted as
spam email. You may need to disable email protection in the virus
detection program or enter TotalControl as an exception.

To add or change email credentials after installation for the Notification Service, do the
following:

1 Locate the Service Control Panel icon in the Windows notification area.
2 Double-click the icon. The Service Control Panel opens.
3 Right-click the Notification Service icon .
4 From the shortcut menu, choose Configure Email Server.
5 In the properties dialog box, enter the account credentials.
6 Click OK or Cancel when finished.
7 Click the Minimize button ( ) when finished.
The account credentials supplied by the server administrator include the following:
Outgoing Mail Settings
Server Type The name of the outgoing mail server.
Server Address The address of the outgoing mail server. The address may take the form of
a URL (e.g., bigbuilding.com) or an IP address (e.g., 192.0.2.0).
Secure Select this box if messages requires a secure connection.
Port Typically, this is TCP port 25. The IT department can verify this or supply the correct
value.
Email A user account name (e.g., TCalarms).
Password This is a third-party application code generated by the email service provider.
Refer to your email service provider's instructions for generating and managing third-party
application passwords.
Return Address (Address the Email will be FROM) The reply address that is included as
part of the message (e.g., [email protected]).
Use login Email Select this box if the return address will be the same as the log-in email
address.

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To Address (For testing) Type the recipient address (e.g., [email protected]) for
an outgoing test message. This address is used only to test the connection to the email
server.
Test Connection Click Test Connection to send a test message to the email recipient in To
Address (For testing).

Illustration E–5 Email Settings tab

Illustration E–6 Email properties dialog

Related topics
l Starting and stopping TotalControl services on page 76

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l Configuring a service on page 77

l Configuring a service for a remote hardware license key on page 79
l Configuring the License Manager service on page 80

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Installing TotalControl

A p p e n d i x F: C o n v e r ti n g a US B h a r d w a r e l i c e n s e to
a soft license key
This section covers the procedure to convert the license in a USB license key to a soft
license key.

Caution: These instructions are for TotalControl and KMC Connect

keys only. WinControl XL Plus and BACstage do not support a soft key
license. As of March 31, 2020, KMC Controls does not support
WinControl XL Plus and BACstage.

TotalControl version 1.8 and later requires a USB hardware license key, part number
HW-KEY. However, some installations cannot use a physical license key for the following
reasons.
l TotalControl is installed on a virtual machine that does not have permanent access to
a physical USB port.
l The local security policy does not permit USB devices of any kind.
l The Virtual Machines on which TotalControl is running are not capable of mapping
physical USB ports.

For these or other reasons, it may be necessary to convert a license from a Hard Key license
to a Soft Key license. The result of this process is that components of TotalControl are
licensed using a license file stored on the computer instead of a USB hard key license.

Illustration F–1 License conversion process

KMCkey.lic
USB site key License conversion Soft key license
tool file

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Before you begin

Read all of the instructions in this section before starting the conversion process.
Converting a license key from a Hard Key to a Soft Key is irreversible. Be absolutely sure
Soft Key conversion is necessary before converting the license.

Caution: Read, understand, and follow exactly all procedures for

converting to a Soft Key license. Failure to correctly follow procedures
can result in permanent damage to your license key and require the
purchase of a replacement license.

License type compatibility

Only Customer license keys—also referred to as Site keys—may be converted to a soft key.
This type of license key can be identified by the blue ID tag physically attached to it, or, using
the ReadKeys application, by the serial number followed by “Customer”.

Illustration F–2 Identifying customer key

Customer key tag Customer key ReadKey report

(Blue)

Technician keys are not supported for conversion to a soft key. This type of license key can
be identified by the red ID tag physically attached to it, or, using the ReadKeys application,
by the serial number followed by “Technician”.

Illustration F–3 Identifying technician key

Technician key tag Technician key ReadKey report

(Red)

If a user runs the license conversion tool with a Technician key attached, the tool will report
an error and not allow the conversion to continue. If conversion is attempted, the conversion
tool will close and the Technician key will remain unchanged.

Illustration F–4 Technician key conversion failure dialog

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Locate the License Conversion Tool

The License Conversion Tool, HardKeyToSoftKey.exe is installed by default within
the Utilities folder with ReadKeys.exe and UpdateKey.exe. However, to prevent
accidental use, it is not provided as a shortcut in the Windows Start Menu. Depending on
which version of Windows you are running, the program is located at one of the following
locations.
l For 32-bit (x86) versions of Windows, the location of the license conversion tool is:
C:\Program Files\
KMC Controls\Utilities\HardKeyToSoftKey.exe
l For 64-bit (x64) versions of Windows, the location of the license conversion tool is:
C:\Program Files (x86)\
KMC Controls\Utilities\HardKeyToSoftKey.exe

Illustration F–5 Figure 7 - 64-bit file location example

Methods of license conversion

Converting a license from a Hard Key License to a Soft Key License requires access to the
Hard Key License by either physical direct access or IP network access.
l Use the Direct Access method when you can plug the USB license key directly into the
TotalControl server. Follow the instructions in the topic Direct access conversion
method on page 88.
l Use the Network Access method when you cannot plug a USB license key directly into
a TotalControl server. Follow the instructions in the topic Network access
conversion method on page 90.

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Direct access conversion method

The instructions in this topic cover converting from a Hard Key to Soft Key license by the
direct access method. This method requires that you plug the USB license key directly into
the TotalControl server on which you will convert the license. If the key cannot be plugged
directly into the TotalControl server, follow the instructions in the topic Network access
conversion method on page 90.

Illustration F–6 Direct Access Conversion Topology

Direct connection
to USB port

USB hard Physical location for

license key license file on
TotalControl server

To convert a license with the direct access method, do the following:

1 Plug the USB Customer Key into the TotalControl server.
2 Use the ReadKeys utility to verify that it is a Customer key.

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3 Run the Hard Key-to-Soft Key license conversion tool.

After the tool reads the license key information, a confirmation dialog opens that
requires you to verify the license serial number, site name, and license features that
you are about to convert.
l If the information presented is correct, then click Continue Conversion to Software
Key.
l If it is not correct, or you are not sure, click Cancel Conversion and verify the
correct Hard Key is attached to the Temporary License Server computer by
returning to Step 1.

Caution: This is the last opportunity to cancel the conversion before it

becomes permanent!

When you click Continue, the license conversion tool will generate a unique fingerprint
of the computer and move the license data from the Hard Key license to a Soft Key
license file located on the computer’s hard drive under the TotalControl working
directory. After this process is complete, the Hard Key is marked as invalid and no
longer contains any license data.
4 Disconnect the USB Hard Key License.
If the license conversion was successful, the confirmation dialog will close and you
will not see any further prompts. Disconnect the USB Hard Key License from the
computer at this time and store it in a safe location since it still contains the license
serial number information.

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5 Make a backup of the Soft Key License file in case the hard drive contents are lost or
become unrecoverable. Because the USB Hard Key License becomes invalid after the
license conversion is complete, if the Soft Key License file is lost, it will require the
purchase of an entirely new replacement license.
If using Windows XP or Windows Server 2003, the location of the Soft Key license file
is:
C:\Documents and Settings\All Users\Application
Data\KMC Controls\TotalControl\KMCkey.lic
If using Windows 7 or Windows Server 2008, the location of the Soft Key license file is:
C:\ProgramData\KMC Controls\TotalControl\KMCkey.lic.

Network access conversion method

Use the Network Access method when you cannot plug a USB license key directly into a
TotalControl server. If the key can be plugged directly into the TotalControl server, use the
procedure Direct access conversion method on page 88.

Illustration F–7 Network Access Conversion Topology

Direct connection
to USB port
TCP port 27066

USB hard license Temporary license Physical location for

key server license file on
TotalControl server

The IP Network Access method requires the use of a physical temporary license server to
provide access to the USB Hard License key. The Temporary License server requires the
following software components to be installed:
l Sentinel HASP Run-time Driver
l TotalControl License Server service
l TotalControl Utilities (ReadKeys and UpdateKey)

The IP Network Access method to convert to a Soft Key license consists of two parts.
1 Set up a temporary license server computer.
2 Convert the Hard Key license to a Soft Key license.

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Step-1: Set up the temporary license server computer

1 Plug the USB Customer Key into the temporary license server.
2 Use the ReadKeys utility to verify that it is a Customer key.

Illustration F–8 ReadKeys example

3 Open a Command Prompt window from the Windows Start Menu and run the
command ipconfig/all. Make note of the Host Name and/or IP Address as
identified in , Network access conversion method.
There may be multiple IP addresses listed in this report. If you are not sure of which IP
address to use, contact your IT administrator. In this example document, the
Temporary License Server computer will be identified as 192.168.89.128.

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4 Verify that the TotalControl License Service is running. It is very important that no
other licensed TotalControl services, such as the BACnet Protocol Driver Service or
Design Studio, are running on the Temporary License Server computer. If these other
licensed components are running at the time of the license conversion, it may cause
the conversion to fail.
If a partial or complete installation of TotalControl Building Services is present, verify
service status by opening the TotalControl Service Control Panel as shown in the
Illustration F–9, TotalControl Service Control Panel. The TotalControl License
Service appears as LicenseManager in the TotalControl Service Name column.

Illustration F–9 TotalControl Service Control Panel

If no other TotalControl components are installed, verify TotalControl License Service

status by opening the Windows Services Control Panel as shown in Illustration F–8,
ReadKeys example.

Illustration F–10 Windows Services Control Panel

Step-2: Convert the license

You must have access to either the physical or virtual TotalControl server to run the License
Conversion Tool. See the topic Locate the License Conversion Tool on page 87.

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Installing TotalControl Appendix F: Converting a USB hardware license to a soft license key

1 Start the License Conversion tool.

When the license conversion tool starts, it will first scan the local computer for a
directly connected license key. This will take a few seconds to time out. Once the
license key is detected, a dialog box will open and require you to enter the Host Name
or IP Address of the Temporary License Server computer. The TCP port number
should remain as the default of 27065 except for advanced installations. When
complete, click OK.

Illustration F–11 Address examples

Host name example IP address example

2 Once the conversion tool successfully finds the specified remote license service, a
confirmation dialog opens that requires you to verify the license serial number, site
name, and license features you are about to convert.
l If the information presented is correct, then click Continue Conversion to Software
Key.
l If the information is incorrect, or you are not sure, click Cancel Conversion and
verify that the correct Hard Key license is attached to the Temporary License
Server computer.

Caution: This is the last opportunity to cancel the conversion before it

becomes permanent!

Illustration F–12 Conversion confirmation form example

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3 Disconnect the USB Hard Key License and make a backup of the Soft Key license file.
If the license conversion was successful, the confirmation form will close and there
will be no further prompts. Remove the USB Hard Key license from the computer at
this time and store it in a safe location since it still contains the license serial number
information.
4 Make a backup of the Soft Key license file in case the hard drive contents are lost
and/or become unrecoverable.
Because the USB Hard Key License becomes invalid after the license conversion is
complete, if the Soft Key license file is lost, an entirely new replacement license will
need to be purchased.
If using Windows XP or Windows Server 2003, the location of the Soft Key license file
is:
C:\Documents and Settings\All Users\Application
Data\KMC Controls\TotalControl\KMCkey.lic

If using Windows 7 or Windows Server 2008, the location of the Soft Key license file is:
C:\ProgramData\KMC Controls\TotalControl\KMCkey.lic

Reference
The following information may be helpful when converting a license.

Using the ReadKeys program with Soft Key licenses

Both the Hard Key and Soft Key licenses will behave the same except for the requirement of
the physical USB key and port and a minor detail in the ReadKeys report. In the report, a
Hard Key license is described as Hardware Key, a Soft Key license is described as Software
Key. Both before and after examples of the conversion of a ReadKeys report are shown in
the following illustrations.

Illustration F–13 Hard Key license before conversion

Illustration F–14 Soft Key license file after conversion

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Installing TotalControl Appendix F: Converting a USB hardware license to a soft license key

Upgrading Soft License Keys with UpdateKey

When a major version software upgrade is performed—for example upgrading from version
3.2 to version 3.3—Soft License keys will behave the same as Hard License keys when
running the UpdateKey utility. The same upgrade procedure remains in place when the user
contacts KMC Customer Service to request the version upgrade, then runs UpdateKey to
retrieve the new license data from KMC.

Computer hardware failure, Soft Key license encryption, and

hardware fingerprints
As mentioned in the instructions section, the license conversion tool creates a fingerprint of
the computer during the conversion process. This fingerprint is encrypted into the license
file and permanently pairs the Soft Key to the computer. If the Soft Key license file is copied
to another computer, it will not be recognized or function in any manner.
This encrypted fingerprint is multi-faceted, but does not include any characteristics of the
hard disk drive on which it is installed. This design allows for partial or complete hard disk
drive failures that may include:
l Partial drive content failure requiring a user to restore the drive from a backup.
l Complete drive content failure requiring a user to format the drive and install a new
instance of Microsoft Windows.
l Complete drive hardware failure requiring a user to replace a physical hard disk drive.

All of the above examples allow the user to restore a backup or copy of the Soft Key license
file to the TotalControl server on which it was created without having to purchase a new
license.
KMC Technical Support and Customer Service representatives do not have any details of the
hardware fingerprint encryption outside of what is provided in this document. Any specifics
regarding the hardware fingerprinting and encryption will not be discussed with customers
as it is considered a trade secret.

Virtual machine installations

For installations on virtual machine environments, such as VMware, be cautious of
upgrades to the virtual machine host software. Performing major upgrades to VMware ESX
or ESXi host software may change the hardware fingerprint of virtual machines. This will
invalidate TotalControl Soft Key license encryptions. Any planned upgrades to VM host
software should first be tested and validated as compatible with existing TotalControl Soft
Key licenses before committing the change or upgrade as permanent.

Troubleshooting
The following information and procedures may help with problems encountered when
converting a license.

Unable to locate the Soft Key license file

The TotalControl working folder is a subfolder that Windows hides by default.

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To access the TotalControl working folder in Windows XP or Windows Server 2003, you may
use the following addresses that resolve to the same location:
C:\Documents and Settings\All Users\Application Data\KMC
Controls\TotalControl\%ALLUSERSPROFILE%\Application
Data\KMC Controls\TotalControl\
If using Windows 7 or Windows Server 2008, the working folder locations are:
C:\Program Data\KMC Controls\TotalControl\%PROGRAMDATA%\KMC
Controls\TotalControl\

The license conversion tool fails to contact the temporary license

server
The most common causes of the license conversion tool failing to contact the Temporary
License server computer (also known as a Remote License server) are:
l The lack of a valid network path
l The Windows Firewall blocking communications.

The easiest way to verify a path between the TotalControl server and a Temporary License
server is to use the Wireshark capture tool. This requires installing and starting Wireshark
on both computers, enabling filtering for TCP port 27066, then following the appropriate
license conversion procedure until the license conversion tool attempts to contact the
Temporary License server and times out. If no filtered packets appear on the Temporary
License server Wireshark graphical user interface (GUI), then verify the network path is valid
and reattempt the procedure.

Lost or unrecoverable Soft Key licenses

If a Soft Key license is lost and a backup file was not made after the license was converted,
an entirely new license must be purchased to replace it. KMC Controls will not issue credit,
attempt repairs, or assist with data recovery of lost or damaged Soft Key licenses.
KMC Controls is not responsible for lost or unrecoverable Soft Key license files because of
operator errors such as:
l Deleting license key files.
l Corrupted configurations due to changing the system clock.
l License failure because of moving a TotalControl installation.
l Failure to maintain backup files.
l Converting a key with a WinControl or BACstage license.

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Installing TotalControl Appendix G: Glossary

A ppendix G: Glossary

A
Administrator
Users in the Administrator group are the only users with access to Design Studio.
Operators are granted Administrator status by the Admin user in the Admin group.

alarms
Audible or visual messages indicating that a value is out of range or an abnormal
condition is present. KMC digital and BACnet controllers both generate alarm messages.

analog
Analog describes any fluctuating, evolving, or continually changing process. Examples of
analog units are temperatures, setpoints, humidity, volts, and amperes.

APDU
Application Layer Protocol Data Unit. An APDU is the significant data in a network
packet.

ASHRAE
The American Society of Heating, Refrigerating and Air-Conditioning Engineers. Founded
in 1894, it is an international organization with the mission of advancing heating,
ventilation, air conditioning, and refrigeration.

ASP.NET
Software that provides the services necessary for developers to build web applications.

B
BACnet
Building Automation Control Network. A data communications protocol for building
automation systems. Developed and maintained by ASHRAE, it is an American National
Standards Institute standard designated ASHRAE/ANSI 135. BACnet defines how
information is exchanged between vendors.

BACnet broadcast
A message that is intended to be received by a group of devices on an internetwork.
There are three types of BACnet broadcasts: Global Broadcast - All devices on the
internetwork get the message. Remote Broadcast - All the devices on a remote network
get the message. Local Broadcast - All of the devices on the local network receive the
message.

BACnet broadcast management device (BBMD)

A special type of routing device that is used in BACnet/IP networks to distribute
broadcast messages across multiple IP subnetworks.

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BACnet device
Any device, real or virtual, that supports digital communication using the BACnet
protocol. Examples of devices are operator terminals, routers, unitary controllers, etc.

baud
Pronounced bawd, it is a reference to the speed at which a modem or other serial device
can transmit data. In KMC networks, it is the speed at which a Tier 2 or BACnet MS/TP
network operates. The term is named after J.M.E. Baudot, the inventor of the Baudot
telegraph code.

C
client
In networked systems, an application or device acting as a requestor or consumer of
data. A client requests a server device for data resident in the server.

conformance class
Conformance classes describe the capabilities of a BACnet device for communicating
data and interoperating with other BACnet devices. A device's Protocol Implementation
Conformance Statement (PICS) details its conformance class.

Control Basic
A program embedded in KMC controllers that interprets a set of instructions. Control
Basic programs are either written by the installer or embedded in the controller by the
manufacturer.

controller
A device that changes its output based on a sensed condition.

D
database
A collection of information stored in related tables of data and definitions of data
objects. The data within a database can be accessed and manipulated with a computer
program.

DCOM
Distributed Component Object Model (DCOM) is a set of Microsoft program interfaces in
which client program objects can request services from server program objects on other
computers in a network.

device instance
A number that uniquely identifies the device on the internetwork. The device instance
number is determined by the BACnet system designer. Valid instance numbers range
from 0 to 4,194,303 and are assigned to the device during configuration. It is by
reference to the device instance number that data is exchanged between BACnet
devices.

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Installing TotalControl Appendix G: Glossary

Trend log–device
A Device Trend Log is a controller trend log that has been retrieved from a device and
then stored in the site database.

digital
Any electronic technology that generates, stores, and processes data in terms of two
states: positive and non-positive. Positive is expressed or represented by the number 1
and non-positive by the number 0. Valid units for digital points in KMC controllers include
Off/On, Closed/Open, 1 / 0, and Unoccupied/Occupied.

direct digital control

A microprocessor based device or network of devices to control a system or process.
The DDC device operates digitally and converts digital information into analog signals
which control HVAC equipment such as hot water valves, heat pumps or air control
devices.

directly connected network

A BACnet network that is accessible from a router without messages being relayed
through an intervening router. A PTP connection is to a directly connected network if the
PTP connection is currently active and no intervening router is used.

E
end-of-line
A set of switches, jumpers, or resistors that indicates the controller is the last physical
panel at the end of a network cable. This is not the same as the software Last Panel
setting for KMD series controllers.

enthalpy
Enthalpy is a measure of the heat content within a sample of air and is expressed in
BTUs per pound or as joules per kilogram of dry air. It is used to determine the amount
of outside air to add for best economy.

Ethernet
Ethernet is a widely-installed local area network (LAN) technology specified by the IEEE
standard, IEEE 802.3. Original versions of the Ethernet LAN used coaxial cables and were
referred to as “thicknet” or “thinnet”. Newer versions (10baseT and 100baseT) connect
with unshielded twisted pairs of wires in a cable. Ethernet operates also on fiber optics
and as a wireless LAN.

F
firewall
A security mechanism, or combination of mechanisms, designed to prevent
unauthorized or unwanted communications between sections of a computer network.
Firewalls are usually both software and hardware based.

flash memory
A special type of EEPROM (electrically erasable programmable read-only memory) that
can be erased and reprogrammed in blocks instead of one byte at a time. Flash memory

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gets its name because the microchip is organized so that a section of memory cells is
erased in a single action, or “flash.” Flash memory is non-volatile, meaning that it retains
its data after the power is removed.

frame
A frame (or packet) is piece of a message transmitted over a packet-switching network.
One of the key features of a packet is that it contains the destination address in addition
to the data.

G
gateway
A device that connects two or more different communication protocols so that
information can be passed from devices on one network to the other. Gateways are
similar to human language translators. A BACnet gateway uses BACnet as a common
language on one side and some non-BACnet (usually proprietary) communication
scheme on the other side.

H
half-router
In BACnet, a device that can participate as one partner in a point-to-point (PTP)
connection. Two half-routers form an active PTP connection and act as a single router.

hub
A common connection point for nodes on a network. Hubs connect segments of a LAN
and contain multiple ports. When a packet (message) arrives at one port, it is copied to
all other ports.

I
I-Am service
The I-Am service is used to respond to Who-Is service requests. However, the I-Am
service request may be issued at any time. It does not need to be preceded by the
receipt of a Who-Is service request. A device may be programmed to broadcast an I-Am
service request when it powers up. The network address is derived either from the MAC
address associated with the I-Am service request, if the device issuing the request is on
the local network, or from the BACnet network header (NPCI) if the device is on a remote
network.

internetwork
A BACnet internetwork can be as simple as a single network but is usually two or more
BACnet networks connected by routers. The BACnet protocol permits up to 65,534
interconnected networks in an internetwork. Internetworks may contain similar or
dissimilar physical types such an Ethernet, IP or MS/TP.

IP address
Short for Internet Protocol address, it is the address of a computer or other network
device on a network using the IP protocol. The number 10.1.1.2 is an example of a
typical IP address. The IP address is usually assigned by the network administrator.

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K
KMDigital
KMDigital is a proprietary line of digital building automation controllers manufactured by
KMC Controls, Inc. The controllers are either Tier 1 or Tier 2 controllers. Tier 1
controllers connect directly to a LAN through Ethernet; Tier 2 controllers connect to each
other and Tier 1 controllers on an EIA-485 network. KMDigital is often abbreviated as
KMD.

L
last panel
The highest numbered panel on a KMD network. A controller assigned as the last panel
will pass the token back to the lowest numbered panel when it is done talking on the
network. Last Panel is not the same as end-of-line termination.

local area network

A collection of interconnected equipment that can share data, applications, and
resources. It may include computers, printers, data storage devices and industrial
controllers and machines. A LAN device can send and receive signals from all other
devices in the network. Networks use protocols, or rules, to exchange information
through a single shared connection. These protocols prevent collisions of data caused
by simultaneous transmission between two or more computers.

local network
The network to which a BACnet device is directly connected.

M
MAC address
The MAC address uniquely identifies a device on its network. Each network type–
Ethernet 8802-3, IP or MS/TP–has its own MAC addressing scheme.

main panel
See Tier 1 controller.

master and slave devices

MS/TP devices come in two varieties: Slave devices are suited for the lowest-cost
implementations but they lack the capability to initiate requests; they can only reply to
messages from other devices. Master devices are able to initiate requests, but they must
also be able to negotiate for a time slot in which to make their requests. This adds some
processing and memory requirements to the Master device which can result in higher
cost than the slave.

Microsoft.NET Framework
The Microsoft .NET Framework is a component of the Microsoft Windows operating
system. It provides a large body of pre-coded solutions to common program
requirements, and manages the execution of programs written specifically for the
framework. The framework is intended to make it easier to develop computer

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applications and to reduce the vulnerability of applications and computers to security

threats.

Modbus
A protocol developed to establish master-slave/client-server communication between
industrial devices. Modbus devices communicate over a serial network in a master/slave
(request/response) type relationship using one of two transmission modes: ASCII
(American Standard Code for Information Interchange) mode or RTU (Remote Terminal
Unit) mode.

MS/TP
The MS/TP (master slave/token passing) protocol is unique to BACnet and is
implemented using the EIA–485 signaling standard. This is a shielded, twisted-pair LAN
operating at speeds from 9600 to 115,200 baud.

N
Near Field Communication (NFC)
A method of short-range, wireless communication that enables smartphones and other
devices to transmit and receive data even with unpowered target devices.

Network Manager
Network Manager is the user interface for navigating through the control system. It
displays a hierarchical view of the physical layout of the control system including
networks, devices, controllers, objects, and properties.

network number
A number from 1 to 65,534 that identifies specific BACnet network. It is assigned by the
BACnet system designer at the time a router is initialized for network operation.

network segment
An electrically separate section of a network. In the Ethernet communications protocol,
bridges, hubs, switches, and repeaters connect multiple physical segments into one
logical segment. Broadcast messages can be received by all devices within a logical
segment. In BACnet MS/TP or KMD Tier 2 networks, segments are connected with a
repeater.

node
A device such as a computer or a controller on a network that is capable of
communicating with other network devices.

O
object
Objects are the means by which a BACnet device represents information that can be
observed or changed. The object may represent a physical point such as an input or
output or a logical grouping of data such as a PID loop, schedule, or variable. Objects
have a set of properties and a group of functions that can be applied to them.

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OPC
OPC is the original name for OLE for Process Control , an open standards specification
developed in 1996 by an industrial automation industry task force. The standard
specifies the communication of real-time plant data among control devices from
different manufacturers. OPC servers provide a method for many different software
packages to access data from a process control device, such as a PLC or DCS.

P
packet
A packet (or frame) is piece of a message transmitted over a packet-switching network.
One of the key features of a packet is that it contains the destination address in addition
to the data.

PAD router
A BACnet IP PAD (Packet Assembler and Disassembler) is a special type of router that
connects two BACnet IP network segments that are separated by at least one IP-only
router. The PAD router monitors network traffic for BACnet messages addressed to the
other subnet and repackages the message so that it can pass through IP routers, in
effect forming a “tunnel” between the two network segments. A companion PAD router
unpacks and retransmits the message on the remote BACnet network.

peer-to-peer communications
The controllers in a network hierarchy which are considered to be at the same level.
There are no host or master controllers. Each controller is at the same level as its peers.

PID controller
A Proportional Integral Derivative loop is an algorithm built into each controller that
calculates a value between 0 and 100 percent. The output of the loop can then be used
to control the position of an actuator. The output value is based on the sensed value and
the required setpoint.

point-to-point
In BACnet, point-to-point is a method of data transmission to provide serial
communications between two BACnet devices. Typically, it is used for remote and
roaming access to BACnet systems, dial-up communications over modems, or a
portable computer connection to a controller. PTP is based on the EIA-232 direct point-
to-point connection or via dial-up telephone modems.

port
An interface on a computer, either physical or logical, to which you can connect a device.
Examples of physical ports are connections for disk drives, display screens, keyboards,
networks, etc. Ports may also be logical connection on networks. For example, port 80 is
used for HTTP traffic.

priority array
BACnet devices use the priority array to control Present Value in certain objects. The
array consists of a table with 16 slots arranged in descending priority order. Values

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written to higher priority slots in the table override those of lower priority. The value in
the highest priority slot transfers to the present value property.

properties
Properties are used to read information from objects or write information to objects.
Each BACnet object is provided with a standard set of properties that describes the
object and its current status. Certain properties of an object may be required, while
others may be optional.

protocol
A definition or rules of communication for a computer network. A formal set of
conventions governing the format and relative timing of message exchange between
two communications terminals.

Protocol Driver Service

A Protocol Driver Service (PDS) is the link between a building automation system and
other services. When data is required from a controller, the PDS retrieves the data,
forwards it to the requesting service and, depending upon the type of data, caches it for
future use. Each supported protocol requires a corresponding PDS and network
connection. The PDS is one of the licensed components of Building Services.

Protocol Implementation Conformance Statement

A Protocol Implementation Conformance Statement (PICS) is a document issued by a
manufacturer that specifies exactly which portions of the BACnet Standard a device
actually implements.

R
remote network
Pertaining to devices or nodes on a network different than the referenced device.

repeater
A network device used to regenerate analog or digital signals distorted by transmission
loss. A repeater cannot do the intelligent routing performed by bridges and routers.

routers, BACnet
BACnet routers connect different types of BACnet networks. The KMC Controls BAC–
5051(A)E routers link BACnet 8802-3, BACnet IP, and MS/TP networks.

RSSI
Received Signal Strength Indication (RSSI) is the relative received signal strength in a
wireless environment, in arbitrary units. It is an indication of the power level being
received by the receiving device. Because RSSI is represented in a negative form, the
closer the value is to 0, the stronger the received signal.

S
scan
The process that Control Basic uses to read the state of points or properties. The period
required for the processor to perform all of its instructions and programs.

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server
In networked computer systems, an application or device acting as a provider of data,
responding to a request from a client. A server can refer to hardware optimized to
perform server functions or software such as an SQL server.

services
BACnet services control the transfer of information between BACnet devices. Examples
of services include scheduled commands and alarms between BACnet devices. BACnet
defines 26 standard services. Some services read or write properties of objects in the
receiving device. Others convey notification of alarms or other special events, others
read and write files, and so on. The services provided by a BACnet device are generally
described by the device's PIC statement.

setpoint
The desired temperature of a space.

SQL
An abbreviation for Structured Query Language. SQL is an industry standard query
language for requesting and manipulating information from a database. When referring
to Structured Query Language as SQL, it is pronounced as its constituent letters. When
referring to the product or the server that is running the product, SQL is pronounced
“sequel.”

subnet
A subdivision of an IP network. Each subnet has its own unique network ID.

subnet mask
Short for subnetwork mask, a subnet mask is method of dividing a network of IP
addresses into groups. It enables the recipient of IP packets to distinguish the network
ID and host ID portions of the IP address. A common example of a subnet mask used is
255.255.255.0. Subnet masks are assigned by the network administrator.

switch
A special type of network hub that forwards packets to the appropriate port based on the
packet's address. A switch may also be referred to as a switching hub.

system
All of the components that combine to control a building. This may include controllers,
repeaters, modems, and computers.

T
Tier 1 controller
An upper level controller in the KMC digital network hierarchy. The Tier 1 controller can
have one or more Tier 2 networks connected to it. A Tier 1 controller may also have ports
for connection to computers, a network, buffered modem communications, a dedicated
system printer and an OEM equipment interface. The Tier 1 controller has many other
advantages for large networks such as large areas of memory for system groups,
Control Basic programs, schedules, and passwords. Tier 1 controllers have additional

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commands and statements available to allow complex programs to be easily written.

Also referred to as a LAN controller, MultiNet or main panel.

Tier 2 controller
A KMC controller with built-in peer-to-peer, EIA–485 network communications. Also
referred to as a Subnet controller or sub-panel.

token
A special network message that circulates around a token ring network. Only the device
that has the token can transmit data on the token ring network. BACnet MS/TP and the
KMD protocol are both token passing protocols.

Trend log–controller
Controller trend logs are sets of historical data collected and stored only within the
memory of an individual controller.

Trend log–PC
A PC Trend Log is a polling process that is performed by a trend service. At regular
intervals, the value of a property or point is sampled by the trend service and then stored
in the site database.

trend logs
Trend logs are a record of the value of a point or property as measured by a building
automation device or controller.

U
UDP/IP
An abbreviation for User Datagram Protocol and Internet Protocol, a connectionless
protocol that, like TCP, runs on top of IP networks. Unlike TCP/IP, UDP/IP provides very
few error recovery services, offering instead a direct way to send and receive datagrams
over an IP network. It is used primarily for broadcasting messages over a network.

Universal Serial Bus (USB)

An external bus standard that supports data transfer rates of 12 Mbps. A single USB port
can be used to connect up to 127 peripheral devices such as mice, modems and
keyboards.

V
variables
Virtual points in the KMD protocal that can represent temperatures, setpoints, offsets,
multipliers, or digital values.

W
want-point
Points that are being requested from the network. A list of want-points is created in each
panel when a point in another panel is referenced in a Control Basic program, system
group, or trend log.

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Web Administrator
Web Administrators typically have access to all or major portions of the TotalControl
Web Portal.

Who-Is service
The Who-Is service message is sent by a BACnet device to determine the device object
identifiers and network addresses for all devices on the network, or to determine the
network address of a specific device whose device object identifier is known, but whose
address is not.

wide area network (WAN)

A geographically widespread network, usually comprising one or more LANs. WANs are
often connected through the Internet, leased lines, satellite, or microwave
communications.

X
XML
The Extensible Markup Language (XML) is a standard for marking up documents and
data. It facilitates the sharing of data among diverse systems and programs that are
often operating on different computer platforms.

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Index E
email
server 81
A Ethernet
about in BACstac 72
Building Services 44
kiosk 46 F
the Web Portal 46 firewall 59
TotalControl 43 firewall exceptions 59
alarms
configuring email server 81 H
Notification Service 29 hibernation mode 15

B I
BACnet 62 icons
broadcast management device 68 Service Control Panel service 76
device instance 29 Service Control Panel status 76
Ethernet 72 installed components 19
foreign device 68 installing
IP 68 BACnet Protocol Driver Service 29
network 29 computers 15
network number 68 custom components 27
Protocol Driver Service 29 KMD Protocol Driver Service 29
BACstac driver Notification Service 29
configuring 67 OPC Protocol Driver Service 29
removing 73 Protocol Gateway service 29
restarting 78 System Monitor Engine 29
bandwidth Trend Service 29
for BACnet networks 62 Web Portal 29
for KMD networks 63
browser
K
kiosk
requirements 14
Windows 8 14 about 46
license key 29
C license status 75
communication ports 59 planning for 10
computer KMD
names 15 Protocol Driver Service 29
requirements and specifications 12
L
configuring
license
BACstac for Ethernet 72
conversion tool 87
BACstac for IP, BBMD and foreign device 68
key for kiosk 29
Cimetrics BACnet driver 67
key for Web Portal 29
email server 81
license manager service 80
custom installation 27
soft key 85
D status 75
deployment
N
options 51
names for computers 15
device instance 29
network
ports 59

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network number 68 installing details 29

Notification Service 29 license key 29
license status 75
O planning for 10
OPC
Protocol Driver Service 29
options
deployment 51

P
ports
communications 59
for BACnet 62
for KMD networks 63
in firewalls 59
power settings 15
Protocol Gateway service 29

R
remote access 61
requirements
browser 14
computers 12
SQL server 14
restart
BACstac driver
from Service Control panel 78
restart BACstac driver 78

S
Service Control Panel 75
sleep mode 15
soft key license 85
specifications
browser 14
computers 12
SQL server 14
SQL server
specifications 14
System Monitor Engine 29

T
Trend Service 29

U
uninstalling 41
URL, upgrades 27

W
web connections 10
Web Portal
about 46

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