APOGEE GO for Insight

PRODUCT ANNOUNCEMENT 516

Issued by: Nancy Stein REFERENCES 1. APOGEE GO for Insight Specification Sheet, PN 149-401, available on iKnow. 2. APOGEE GO for Insight Customer Questionnaire, available on iKnow. 3. APOGEE GO for insight PowerPoint presentation available on iKnow. 4. PA 508, Insight 3.3 available on iKnow. 5. APOGEE Guide Specification updated to include APOGEE GO for Insight, available on iKnow via Sales Force One link. PRODUCT INTRODUCTION/MARKET POSITIONING Customers are becoming increasingly familiar and comfortable with Web browsers, and see it as a cost-effective method to access building information. Customers also view a Web interface as a means to allow a greater number of individuals within the facility access to select building information at a lower cost. Both existing and potential new customers view Web access capabilities as state of the art technology, and are demanding that their preferred vendors provide the latest and greatest technologies. APOGEE GO for Insight will allow users access to APOGEE Insight information from any workstation using a standard Web browser, allowing cost effective means to monitor and control their facility with access to graphic display, point details and commanding and alarm information. APOGEE GO for Insight should not be positioned as a replacement of customers existing Insight workstations due to the limited functionality available via a browser, but as a more cost-effective method to access facility information for a greater number of users. July, 2001

DISCUSSION APOGEE GO will allow users access to APOGEE Insight information via the Intranet, Internet or Extranet using a standard Web browser. APOGEE GO is browser and operating system independent and supports Microsoft Internet Explorer 5.1 or higher and Netscape Navigator 6.0 or higher. APOGEE GO requires Insight 3.3 and uses Microsofts Internet Information Server (IIS) Web server software and Active Server Page (ASP) technology, eliminating the need for users to create HTML pages or programming. The APOGEE GO application uses the content of the Active Server Pages residing on the IIS and real-time APOGEE data to generate HTML pages and respond to browser requests. Besides desiring state of the art technology, and a more cost-effective method for providing access to Insight information for various users in a facility, APOGEE GO provides many other benefits for facilities. From a facility Intranet, many users want to be able to access Insight information from a Web browser on a workstation that does not have Insight installed. Today, customers have to install the complete Insight software on every machine even if they want to use it just for graphic display or alarm annunciation. This means they have to have PCs running Windows NT, as well as significant processor speed and RAM requirements. It also means they have to visit each

machine anytime they upgrade the Insight software to a new revision or need to install a patch. APOGEE GO allows them easy access to key Insight information from virtually any networked PC in the facility, while only requiring upgrading of software on the server. This provides a means to reduce capital and operational costs by not requiring new PC hardware for client access, or support additional costs for workstation software. Through an Internet or Remote Access connection, customers are able to securely access their APOGEE system from a Web browser from home if they want to check the status, or do some trouble-shooting of their facility. A user can be made aware of a problem via a pager, and then use their home computer or laptop to access their system via APOGEE GO. They can ascertain the situation and if possible, resolve it remotely, saving them a trip into work. It is imperative to include the customers IT/IS department in preliminary discussions about running APOGEE GO across an existing facility Intranet, or accessing APOGEE GO via the Internet. One key detail is it is very, very unlikely that a facilitys IT/IS department would allow any access via the Internet to a PC on the facility Intranet that was not controlled and managed by the IT/IS department.

APOGEE GO FEATURES Features of APOGEE GO include browser access to the following Insight applications: Graphic Display: APOGEE GO automatically converts existing Insight graphics into HTML format for viewing via a browser. The Object Selector displays a list of Insight graphics the user has access to. Graphics will update dynamically. Graphic displays will support graphic links and commanding of points from the graphic. Note, the following graphic functionality available with Insight that is not supported with APOGEE GO: o The TEC standard templates are not supported in this version of APOGEE GO. A separate graphic would need to be created for each TEC. o When converted to HTML format, graphics will only support standard fonts. Point information blocks are auto sized for 10 pt Ariel font. o Associated symbols are not dynamic and do not convert on APOGEE GO graphics. If Associated symbols are used on Insight graphics, the Associated symbol name is not displayed when viewing the graphic in APOGEE GO. Instead, the Associated symbol name will always appear, possibly somewhere on the graphic that is not desirable. o For link images, standard link symbols and hidden link symbols are supported. Custom-image link symbols are not supported with APOGEE GO. Custom-image links will be replaced with a link symbol sized to fit the image. A workaround is to place the custom image in the graphic background, place a link symbol sized to fit the custom image on the image, and then hide the link symbol. o When a point fails, the last known value is not displayed on the APOGEE GO graphic display. Alarm Display: Lists alarms for points the user has access to, and supports acknowledgement and erasing of alarms with proper privileges. The Alarm display page supports the sorting functionality available with the Insight alarm display application. Links are provided for accessing additional information such as, alarm message, informational text, and Point Memo entries, Point Details, and a link to the Point Commander. Any alarm acknowledgements or erasures initiated from APOGEE GO are written to the Insight System Activity Log. The Alarm Display in APOGEE GO is not dynamic. Users must refresh to view the latest alarm status. Point Commanding: Displays the Object Selector with points the user has access to. Allows commanding of new point values and priorities. All point commands and overrides are written to the Insight System Activity log.

Point Detail: Displays the Object Selector to access additional details for a specific point including current value, address, and alarm parameters.

APOGEE Go for Insight is available in five user license selections providing concurrent access to Insight; 5, 10, 25, 50 and 100 user license packs are available. APOGEE GO licenses are administered by the Sentinel, and are separate from Insight Site licenses. For example, a customer may have a 2 site Advanced Insight license, and a 5 User APOGEE GO license. A user accessing APOGEE GO via a Web browser will use one of the five APOGEE GO licenses, not one of the 2 site Insight licenses. An option is available with APOGEE GO that prevents any Point Commanding or Alarm acknowledgement or erasure via the Web browser interface even though a User may be authorized to perform those tasks via the Insight workstation. This option was included for those sites that want to prevent overriding or acknowledgement of alarms from remote locations outside the facility. Many customers may ask the value of an Insight Base client versus having access to APOGEE GO through a browser. The difference in functionality between an Insight Base client and access to APOGEE GO via a Web browser is substantial, especially for facilities staff that is familiar with common Insight features and functionality. Significant details to discuss with a customer are the necessity to override or create Schedules, as well as run reports. Both of these options are available with the Insight Base client software but not available through browser access to APOGEE GO. Following is a chart that details the differences in Insight Base features and functionality versus APOGEE GO. Insight Base functionality vs. APOGEE GO Function Installation/Configuration Insight Base Requires installation of Insight software on PC Insight Client software must be same version as Insight database Server, e.g. all Insight 3.3 Ability to dedicate a seat or license to a particular PC Password protected access to objects (points, graphics) and privileges (none, view, command) Dynamic Graphics Graphic Editor APOGEE GO No installation of software on client PC other than Web browser No Insight software required on clients No ability to dedicate a seat or license

Security

Password protected access to objects (points, graphics) and privileges (none, view, command) Dynamic Graphics* No Standard TEC template support

Graphics

Standard TEC template support

No access to Graphic Editor

* Same graphics as Insight, automatically converted to Web browser display Alarms Dynamic Alarm Display Alarm acknowledgement and erase Alarm History Alarm Destination Routing Alarm message, Informational Text, Point Memo editing and display Alarm acks and erasures written to System Activity log Drag and Drop to Point Details Drag and Drop to Point Commander Point Commanding Global Point Commanding Commands written to System Activity log Drag and Drop to Point Details Access to Scheduler Display Insight Reports System Profile Point Commanding Commands written to system Activity log Link to Point Details No access to Global Point Commander No access to Scheduling functions No access to Insight Report Display No access to System profile Display No access to Point Editor functionality No Access to Attribute Duplicator Alarm display requires manual refresh to update Alarm acknowledgement and erase Alarm message, Informational Text, Point Memo display Alarm acks and erasures written to System Activity log Link to Point Details Link to Point Commander

Point Commander

Scheduler Reports System Profile

Point Editing

Point Editor Attribute Duplicator

Trend Editor

Set up Trend Definitions, Collections, Reports Setup User access and Privilege configuration

No access to Trend functionality No access to User access and privilege configuration; although access and privilege configurations defined at Insight are utilized by APOGEE GO

User Access Configuration

Connection Options There are three ways for Web browsers to connect to the APOGEE GO site, which is running on the IIS computer. Web browsers can run on a computer with either: A direct Ethernet connection to an Intranet (see point 1) An Internet Service provider (ISP) connection to the Internet (see point 2) A Remote Access service (RAS) connection to an Intranet (see point 3)

Following is a table that discusses the system architecture and suggested steps to implement APOGEE GO on a customer site. The initial steps are to determine if the customer is looking for access to APOGEE GO via an Intranet, Internet or RAS connection. Note there are significant expenses and implementation issues in accessing APOGEE GO via the Internet. Existing Architecture Access to APOGEE GO via facility Intranet Access to APOGEE GO via Internet (Example, www.Customerxyz.com)

1. Standalone Insight or Insight client/server installation no connection to facility Intranet

1. Contact customers IT department to discuss requirements. Gain support and assistance from IT department 2. Connect Insight database server to facility intranet network 3. Decide (with assistance from IT department) if an existing facility IIS server will be used or a dedicated APOGEE GO IIS server will be implemented. Consider # of APOGEE GO user licenses desired, and other applications being hosted on the existing IIS server. 4. If a new IIS server is used to host APOGEE GO, decide if IIS should be installed on the Insight database server, or a dedicated APOGEE GO IIS server. Consider # of APOGEE GO user licenses desired, whether Insight is a standalone workstation or client/server configuration, processor speed and amount of RAM on the Insight database server. 5. If using new IIS server, reference the IIS installation in the APOGEE GO getting Started manual 6. Browser machines should point to the PC name where the IIS server installed 7. Setup SSL implementation/config

1. Contact customers IT department to discuss connecting Insight server to existing facility Internet access or using expertise of IT organization to implement Internet access to standalone Insight server 2. If decision is to connect to the Internet through existing facility Internet connection, see step 3) -Access to APOGEE GO via facility intranet, and follow steps 3 through 7. If there isnt an existing Internet connection, customer should select an ISP service provider. 3. Define Internet connection type: T1 line, DSL, cable modem, or ISDN for local hosting of Web server 24/7. (Note modem access not recommended) 4. Negotiates ongoing monthly fees from service Provider 5. Determines firewall (hardware/software) /proxy server requirements and purchases 6. Register for URL address 7. Setup SSL configuration. Access and installation of software requires Internet access to download. 8. Determine ongoing maintenance and support of firewall Note: Steps 2-8 should be implemented by the customers IT/IS organization. If the customer does not have an IT/IS organization, Field Offices should hire a consultant or contractor experienced in implementing Internet setups.

uration if desired. Installation of software requires Internet access to download 2. Insight Steps 3-7 above connected to facility Intranet Steps 1-7 above

COMPETITIVE ANALYSIS The majority of our competitors offer some type of Web browser interface. In a competitive bid situation, ideally our Guide Specification for APOGEE GO should be used. Many of the specification items will be unable to be met by competitors, or require them to estimate additional labor to comply with the specification. One major benefit of our solution is the ability for graphics created for the traditional BAS workstation to be automatically converted to a Web browser format. The majority of competitors including Andover and Johnson Controls require creation of Web graphics with a separate Tool such as Front Page. Many specifications are very vague regarding the type of functionality supported via the Web Browser interface, as well as the number of Users supported via Web access. APOGEE GO supports the most commonly accessed functionality of a BAS workstation, and utilizes a robust security implementation to ensure integrity of the system.

SALES STRATEGIES New Systems Many specifications for new facilities include a requirement for Web based access to the Building Automation system. Ideally the APOGEE GO guide specification should be used as the basis for the specification requirement. This will allow the specification to include the requirement for graphic display via a Web browser of graphics available with the BAS operator workstation. The majority of competitors solutions do not allow for automatic conversion of the Operator workstation graphics to HTML format for viewing via a Web browser. This will force competitors to estimate additional labor to develop graphics for both the Operator workstation as well as via a Web browser. Other considerations for new system sales are the requirement for Internet access. If Internet access is required, it is important to qualify in your bid that the Owner shall provide any connections, ISP services, as well as necessary firewall software and/or hardware or proxy servers. The specification for Intranet/Internet access should also qualify the number of users able to access the BAS via a browser concurrently. If no number of users is specified, estimate the 5 User access license, and qualify your proposal accordingly.

Existing Customer The availability of Web Browser support with the release of Insight 3.3 is a good time to reinforce the value of software Technical Support Programs. Keeping current with the latest Insight revisions allows customer to take advantage of the newest options available with Insight, including APOGEE GO. The availability of APOGEE GO is also a good opportunity to discuss

other users within the facility that may benefit from access to APOGEE information. APOGEE GO provides a very cost efficient means for many users to gain access to Insight information. The following market specific Sales Strategies section discusses several applications for customers that will apply to existing customers.

MARKET SPECIFIC SALES STRATEGIES Pharmaceuticals/Critical Environments Many manufacturing facilities have asked for a low cost solution allowing non-facilities individuals to monitor the environmental conditions within a space. A typical application for this would be in a pharmaceutical manufacturing plant where the process workers need to know that the temperature and humidity are within limits before they start a manufacturing procedure. These individuals would only need access to a graphical representation of their particular space. Pharmaceutical customers are also very interested in APOGEE GO as a means to give access to environmental conditions in labs and manufacturing areas to researchers and Quality Assurance personnel. One feature of APOGEE GO that was implemented at the request of Pharmaceutical customers was the capability to limit APOGEE GO functionality to read only capabilities. There is concern about individuals commanding points when they are remote to the facility. APOGEE GO can be configured to allow users with the proper access rights to command points and acknowledge alarms from the local Insight workstation, but not allow any commands or acknowledgements from the browser interface. Customers in the Pharmaceutical market with validated facilities have expressed this especially. Several are interested in Insight Web capabilities, but have requested the ability to disable any commanding or acknowledging of alarms via the Web interface

University/Higher Education Universities are one of the primary targets for APOGEE GO given their multi-building, campus environments. For those Universities using the campus Intranet for their MLN network, installation of APOGEE GO would allow access to key Insight information from any PC connected to the campus network. Facility staff could respond to alarm conditions from any building on campus, eliminating the need to travel across campus or to another building with an Insight workstation. APOGEE GOs ability to support browsers running on a variety of operating systems will also be beneficial to universities, which are more likely to have users running Linux, Unix or even Macintosh.

K-12 Schools K-12 Schools often have Intranets that are connected via DSL or T1 lines. This creates a problem when attempting to utilize the schools Intranet for a MLN configuration given that T1 only supports 1.7 MBs communication speeds, DSL only 1.5 MBs MB, while Insight in a client/server architecture requires 10MBs. Accessing Graphics from an Insight client workstation over a T1/DSL line network is unacceptably slow. Utilizing APOGEE GO, to access the Graphics displays via a browser will significantly improve performance versus accessing graphics with a client Insight over a DSL, ISDN or T1 connection. Offices APOGEE GO will allow non-traditional Insight users such as tenants or facility employees the ability to override the temperature and/or lights via their Office PCs Web browser. In an owner occupied facility, this would require connecting the insight database server and IIS server to the

facilities Intranet, and then adding the authorized users or tenant groups to the insight user accounts. For a multi-tenant office building, there might not be any common Intranet connection between the various tenants and the Property Management Company. In this instance, access would need to be via the Internet. APOGEE Insight allows up to 99 access groups; if there are more than 90+ individual tenants or users, they would have to be grouped in order to access Insight through APOGEE GO. APOGEE GO would also be of significant interest to Property Managers that are tasked with running multiple facilities with a reduced Operating staff, allowing them cost effective and easy access to multiple properties via a Web browser.

SALES TOOLS The following Sales tools are available now or will be in the near future: APOGEE GO for Insight Specification Sheet, Part #149-401 is available on iKnow. A PowerPoint presentation including screen captures of the APOGEE GO interface is available on iKnow A self-running APOGEE GO demo CD will be sent to each Field Sales and Field Office Manager in August for Customer demonstrations. Additional CDs will available for order via MTO. An actual APOGEE GO demonstration system will be set up in Buffalo Grove to facilitate customer demonstrations. Access will be via the corporate Intranet and require a valid Americas User name and password, or through Beacon with a valid User name and password. Availability of the demo site will be announced via Monday Morning Update later this summer.

TRAINING A new 3-day Operations training course has been developed for APOGEE GO, scheduled for availability August 2001. Course INS 405, Insight Options - APOGEE GO, will cover the following: Identify system requirements for APOGEE GO, Insight Database Server, and Internet Information server (IIS) in various configurations Installation of APOGEE GO on each of the following operating systems: o Windows NT 4.0 o Windows 2000 Installation of Designer 8, Insight 3.3, and APOGEE GO for Insight Database Server and IIS Enabling of the Sentinel LM license Setup of Virtual directory, Authentication Methods Discussion of Secure Socket Layer (SSL) Creation of Insight User accounts and groups, and access levels

Course prerequisites: COR 101, COR 102, SPC101, PGM 100, PGM200, SPC200, SPC201, INS303. In addition, the following criteria apply, the candidate will possess one option from the following win NT 4.0 category and one option from the WIN 2000 category: Windows NT 4.0 4 to 6 months of using APOGEE Insight on Windows 2000 4 to 6 months of using APOGEE Insight on

Windows NT 4.0 OR Successful completion of Windows NT 4.0 course OR successful completion of course Testout

Windows 2000 OR Successful completion of Windows 2000 course OR successful completion of course Testout

TECHNICAL SUPPORT PROGRAM ESTIMATING There is no guarantee of yearly enhancements to APOGEE GO, but any new features or enhancements to APOGEE GO will be included with the annual Insight update revision, and will be distributed through normal software update distribution. There is a possibility that enhancements to APOGEE GO may require changes to third party packages used within APOGEE GO. Should this be the case, then additional charges to update the APOGEE GO component will be communicated when they are known.

INSTALLATION ESTIMATING Sys. ID # 2126 Elec. Hours Spec. Hours 4.00 Design Hours 2.00 Proj. Hours 4.00

Item APOGEE GO Base license installation, setup and commissioning

Remarks Includes consulting time for meeting with Customers IT/IS organization for Intranet access, installation of APOGEE GO and Designer 8. Requires Sentinel LM Computer ID number, MTO number and call or Email to IS to enable option Requires Sentinel LM Computer ID number, MTO number, call or Email to IS to enable option Per graphic using Custom link symbols, Associated symbols, or nonstandard fonts

APOGEE GO User license add implementation

2127

.10

.10

.03

Insight graphic modification to support APOGEE GO

2128

.10

.10

.03

ORDERING AND PRICING Product Description Sys. ID # Part # U.S. List $ Can. List $ List $ Mult. Material Description

Cat. APOGEE GO Base License 2126 571-305 $5555 $8,221 A One APOGEE GO base license required per system. Includes Designer 8, Getting started Manual and APOGEE GO graphic conversion s/w. Includes 5 User licenses for concurrent access via browser Includes 10 User license for concurrent access via browser Includes 25 User license for concurrent access via browser Includes 50 User license for concurrent access via browser Includes 100 User license for concurrent access via browser

APOGEE GO 5 user license add APOGEE GO 10 User license add APOGEE GO 25 User license add APOGEE GO 50 User license add APOGEE GO 100 user license add

2127

571-306

$12,500

$18,500

2128

571-307

$23,611

$34,944

2129

571-308

$52778

$78,111

2130

571-309

$91,667

$135,667

2132

571-310 $116,111 $171,844

AVAILABILITY Target Availability: Lead Time: Orders Accepted: June 29, 2001 2 Weeks June 29, 2001