APOGEE GO for InfoCenter Suite

PRODUCT ANNOUNCEMENT 545

Issued by: Todd Lash July 2002

REFERENCES

1. 2. 3. 4. 5.

1. Reference: Specification Sheet, APOGEE GO for InfoCenter Suite, available on iKnow (Beacon for International and Independent Field Offices) 2. Reference: Specification Sheet, InfoCenter Suite 1.3 Advanced, available on iKnow (Beacon for International and Independent Field Offices) 3. Reference: Specification Sheet, OPC Client for InfoCenter Suite, available on iKnow (Beacon for International and Independent Field Offices) 4. Reference: Specification Sheet, InfoCenter Suite 1.3 Base, available on iKnow (Beacon for International and Independent Field Offices) 5. Reference: Specification Sheet, Utility Cost Manager for InfoCenter Suite, available on iKnow (Beacon for International and Independent Field Offices) 6. Reference: Specification Sheet, InfoCenter Spreadsheet, available on iKnow (Beacon for International and Independent Field Offices) 7. Reference: Specification Sheet, APOGEE GO for Animal Facility Reports, available on iKnow (Beacon for International and Independent Field Offices) 8. Reference: APOGEE Sales Guide Specification (BAS), Div. 15, available on iKnow (Beacon for International and Independent Field Offices) 9. Reference: InfoCenter Suite and the FDAS 21 CFR PART 11, available on iKnow (Beacon for International and Independent Field Offices) 10. Reference: PA 544 InfoCenter Suite 1.3, available on iKnow (Beacon for International and Independent Field Offices) 11. Reference: PA 524 APOGEE GO for Animal Facility Reports, available on iKnow (Beacon for International and Independent Field Offices)

6. 7.

8. 9. 10. 11.

12. 13.

12. Reference: PA 459 Utility Cost Manager for InfoCenter Suite, available on iKnow (Beacon for International and Independent Field Offices) 13. Reference: PA 493 InfoCenter Spreadsheet, available on iKnow (Beacon for International and Independent Field Offices)

PRODUCT INTRODUCTION/MARKET POSITIONING/DISCUSSION APOGEE GO for InfoCenter Suite is a new application providing state-of-theart, Web based access to InfoCenter Suites Report Manager and Utility Cost Manager applications. Specifically, users can run, schedule and review all report templates available in these applications and explicitly review databases for audit trail information. As part of the APOGEE GO group of applications, APOGEE GO for InfoCenter Suite will allow users access to specific InfoCenter Suite information via the Intranet, Internet or Extranet using a standard Web browser. APOGEE GO for InfoCenter Suite is browser and operating system independent and supports Microsoft Internet Explorer 5.5 or higher and Netscape Navigator 6.0 or higher. APOGEE GO for InfoCenter Suite requires InfoCenter Suite 1.3 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. Besides desiring state-of the-art technology and a more cost-effective method for providing access to InfoCenter Suite 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 InfoCenter Suite from a Web browser on a workstation that does not have InfoCenter Suite installed. Today, customers have to install an InfoCenter Suite client application on every machine even if they want to use it just for report viewing. This means they have to have PCs with specific hardware and software requirements. It also means someone has to visit each client machine anytime they upgrade the InfoCenter Suite client software to a new revision or need to install a patch. APOGEE GO for InfoCenter Suite allows them easy access to critical compliance reporting or utility management information from virtually any networked PC in the facility, while only requiring a software upgrade on the server. Through an Internet, Remote Access Server (RAS) connection, or Virtual Private Network (VPN) connection, customers are also able to access their InfoCenter Suite system using a Web browser from home. APOGEE GO for InfoCenter Suite is a separate product from APOGEE GO for Insight and there are no interdependencies. The Insight database server drives APOGEE GO for Insight and InfoCenter server drives APOGEE GO for InfoCenter Suite. However, end users that have APOGEE GO for Insight, APOGEE GO for Animal Facility Reports and APOGEE GO for InfoCenter Suite can use their browsers as a single point of entry to navigate to these applications. This is analogous to accessing several links on one Web page and being redirected to different Web sites on the Internet. All APOGEE GO

applications can share the same Microsoft IIS software and reside on the same server hardware.
It is imperative to include the customers IS/IT department in preliminary discussions about running APOGEE GO products across an existing facility Intranet, or accessing APOGEE GO products via the Internet. One key detail is that it is 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 for InfoCenter Suite FEATURES

Features of APOGEE GO for InfoCenter Suite include browser access to the following functions: InfoCenter Suite Report Manager on-demand reporting Select available templates and run reports on demand Export reports in PDF format on your local PC Search for data on reports Zoom In/Out Page to proper location on report

InfoCenter Suite Report Manager scheduling Review existing report schedules Set-up new report schedules Review electronic reports previously generated Audit trail/annotation searches (Not available in InfoCenter Suite Report Manager) Search specific data points for annotation/audit trail histories Review summaries of all audit trails for each point Utility Cost Manager for InfoCenter Suite on-demand reporting Toggle between Report Manager and Utility Cost Manager functions Select available templates and run reports on demand Review energy data on-line, via the Web Utility Cost Manager for InfoCenter Suite scheduling Review existing report schedules Set-up new report schedules Review electronic reports previously generated Licensing: Utilizes existing InfoCenter Suite client licenses and does not require separate licenses Each browser connection consumes one client license

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, VPN or RAS connection. Note there are significant expenses and implementation issues in accessing APOGEE GO via the Internet.

Existing Architecture 1. Standalone InfoCenter Suite client/server installation no connection to the facility Intranet.

Access to APOGEE Access to APOGEE GO GO via a facility via the Internet Intranet (www.customer.com) 1. Contact the 1. Contact customers customers IT IT department to department to discuss connecting discuss Insight server to requirements. existing facility Gain support internet access or and assistance using expertise of from the IT IT organization to department. implement Internet 2. Connect access to standalone InfoCenter InfoCenter Server. Server to facility 2. If decision to Intranet. connect to internet 3. Decide if an through existing existing facility facility internet IIS server will connection, go to be used or a bullet # 3 -Access dedicated to APOGEE GO APOGEE GO via facility intranet, IIS server will and follow steps 3 be through 7. If not implemented. using existing Consider the Internet number of connection, select InfoCenter Suite an ISP service user licenses provider. desired, and 3. Define Internet other applications connection type: being hosted on T1 line, DSL, cable the existing IIS modem, or ISDN server. for local hosting of 4. If a new IIS Web server 24/7. (Note modem server is access not needed to host recommended) APOGEE GO, 4. Negotiate monthly decide if IIS fees with a service should be provider. installed on the 5. Determines firewall Insight Server, InfoCenter (hardware/software Server or a ) /proxy server dedicated requirements and server. purchases. 5. If using a new 6. Register for URL IIS server, address.

Existing Architecture

Access to APOGEE GO via a facility Intranet Install IIS, create directory and configure. Use PC name as APOGEE GO, or setup virtual name. 6. Browser machines should point to the PC name with the IIS server installed.

2. InfoCenter Suite connected to the facility interanet.

Steps 3-7above

Access to APOGEE GO via the Internet (www.customer.com) 7. Setup SSL configuration. Access and installation of s/w 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. Steps 1-7 above

COMPETITIVE ANALYSIS Refer to the Competitive Comparison pages within iKnow (Beacon for International and Independent Field Offices).

SALES STRATEGIES New Systems Many specifications for new facilities include a requirement for Web-based access to the Building Automation System and in many cases that also includes the InfoCenter Suite option. InfoCenter Suite is designed to make the transfer of information from the Building Automation System to key stakeholders such as researchers, energy managers, and quality managers. A browser-based option for these individuals will significantly reduce labor and support costs associated with installing a thin client application such as Report Manager throughout an enterprise system. IS/IT departments are also more supportive of browser access when compared to placing unique software on a corporate desktop. APOGEE GO for InfoCenter Suite offers a competitive advantage over other historian systems in the market by providing secure browser access to key functions. This is a key advantage over Johnson Controls Facility Explorer and Andovers solution with Stelex. When customers are interested in energy monitoring and sub-metering solutions, competitive systems generally offer a Web-based interface. By using APOGEE GO for InfoCenter Suite, you can provide a complete energy sub-metering solution with Web-based access to utility data. 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 and this requirement should match the number of InfoCenter Suite licenses. Existing Customer The availability of Web Browser support with the release of InfoCenter Suite 1.3 makes it a good time to move your customers to the latest version of InfoCenter Suite. Keeping current with the latest InfoCenter Suite revisions allows customers to take advantage of the newest options available with InfoCenter Suite, including APOGEE GO. It also allows them to remain current with Operating Systems and the Microsoft SQL Server Database engine. Existing Utility Cost Manager customers can keep their systems state-of- the art by access key system functions using the APOGEE GO technologies. This allows users to more effectively access information and disseminate it to key individuals in the organization.

SALES TOOLS
The following sales tools are available now or will be in the near future: APOGEE GO for InfoCenter Suite Specification Sheet is available on iKnow. A PowerPoint presentation including screen captures of the APOGEE GO interface is available on iKnow. An APOGEE GO for InfoCenter Suite system is set up in Buffalo Grove to facilitate customer demonstrations. Access will be via the corporate Intranet and requires a valid Americas user name and password, or through Beacon with a valid user name and password.

TRAINING There is no specific training course available for APOGEE GO for InfoCenter Suite because the core functions (report generation and scheduling) are no different from those available in existing InfoCenter Suite products. However, APOGEE GO provides these functions via a different client interface, and understanding Web servers and browser access is important to a successful APOGEE GO installation. To meet this need there is a 3-day Operations training course has for APOGEE GO. The focus of the course is APOGEE GO for Insight, however key aspects of IIS and Windows NT 4.0/2000 are covered, which can be applied to APOGEE GO for InfoCenter Suite. 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: Windows NT 4.0 Windows 2000 Installation of Designer 9, Insight 3.4, 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
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TECHNICAL SUPPORT PROGRAM ESTIMATING There is no guarantee of yearly enhancements to APOGEE GO for InfoCenter Suite.

INSTALLATION ESTIMATING
Item Sys. ID # Elec. Hours Spec. Hours Design Hours Proj. Hours Remarks

APOGEE GO for InfoCenter Suite Installation

2216

Includes consulting time for meeting with Customers IT/IS organization f Intranet access, installation of APOGEE Go for InfoCenter Suite.

ORDERING AND PRICING

Product Description APOGEE GO for InfoCenter Suite Sys ID # 2134 Part # 571615 571571 U.S. List $ $4,167 $4,167 Can. List $ $6,376 $6,376 List $ Mult. Cat. A A Material Description Includes APOGEE GO for InfoCenter Suite and Getting Started document. Includes InfoCenter Server Base, Administrator and Report Manager software CD, One set of User Documentation. Includes Microsoft SQL Server 2000 runtime software and two client licenses. Requires MTO number and call to Customer Service to activate. Includes InfoCenter Server Advanced, Administrator and Report Manager software CD, One set of User Documentation. Includes Microsoft SQL Server 2000 runtime software and five client licenses. Requires MTO number and call to Customer Service to activate. Includes InfoCenter Server Base, Administrator and Report Manager software CD, One set of User Documentation. Includes Microsoft SQL Server 2000 runtime software and two client licenses. Requires MTO number and call to Customer Service to activate. Includes Microsoft Excel Add-in software on CD. User instructions included within CD Case. Includes Utility Cost Manager Client Software CD, One set of User documentation and demonstration program Requires MTO number and call to Help Desk to activate. Includes required SQL Server and InfoCenter Server licenses. Only applies to InfoCenter Advanced.

APOGEE GO for 2150 Animal Facility Reports

InfoCenter Suite 1.3 Advanced

2017

571390

$28,000

$42,840

InfoCenter Suite 1.3 Base

2133

571389

$8,500

$13,005

Existing Options InfoCenter Spreadsheet Utility Cost Manager for InfoCenter Suite

2138

571422 571397

$3,333

$5,099

2137

$8,333

$12,749

Upgrades and Adds InfoCenter Suite 1.3 Add'l 5 Site client access license

2019

571391

$7,000

$10,710

AVAILABILITY Target Availability:

July 15, 2002