LT Compass Iug

Compass 1.6.
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Installation and
Upgrade Guide
Compass 1.6.4 Installation & Upgrade Guide
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©2019 Honeywell
CONTENTS
About Compass 1.6.4.................................................................................................................................... 5
About this guide ............................................................................................................................................ 5
What’s new in Compass 1.6.4 ...................................................................................................................... 5
Installation specifications .............................................................................................................................. 6
Compass installation overview ...................................................................................................................... 7
Primary Compass Workstation (server) .................................................................................................... 7
Compass as a service ............................................................................................................................... 7
Secondary Compass Workstation (client) ................................................................................................. 7
Compass upgrade process ........................................................................................................................... 8
Compass new installation process ................................................................................................................ 9
Compass Config Tool installation process .................................................................................................. 10
Installation overview .................................................................................................................................... 10
Pre-installation ............................................................................................................................................ 11
Data gathering ......................................................................................................................................... 11
Uninstall Compass .................................................................................................................................. 14
Manual housekeeping ............................................................................................................................. 17
Install Compass ........................................................................................................................................... 18
Install Compass from an ISO image ....................................................................................................... 18
Upgrading the Primary Compass Workstation (server) .......................................................................... 23
Compass workstation configuration .................................................................................................... 28
Set the LocalAdministrator password ................................................................................................. 29
Primary Compass Workstation (server) .................................................................................................. 29
Installation prerequisites ..................................................................................................................... 30
Install Niagara license for a new job ................................................................................................... 31
Install SQL Express............................................................................................................................. 32
Set or create Rep/Job ......................................................................................................................... 35
Obtaining an SSL certificate from a Certificate Authority (CA) ........................................................... 38
Create a self-signed certificate............................................................................................................ 39
Import certificate into stores ................................................................................................................ 43
Configure BACnet settings .................................................................................................................. 47
Network configuration ......................................................................................................................... 48
Configure SQL .................................................................................................................................... 55
Configure LDAP settings (if used) ....................................................................................................... 58
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Configure web sites ............................................................................................................................. 59

The Tools menu .................................................................................................................................. 61
First Launch / configure / verify ........................................................................................................... 65
First launch .......................................................................................................................................... 65
Installing the Alerton/Honeywell BACtalk driver manually .................................................................. 67
Configure/verify users and groups ...................................................................................................... 69
Create a user ...................................................................................................................................... 69
Creating a group ................................................................................................................................. 72
Update / verify privileges ..................................................................................................................... 80
Configure/verify system settings ......................................................................................................... 81
View top display .................................................................................................................................. 83
Adjusting NRE properties for performance ......................................................................................... 84
Appendix A – Windows authentication vs SQL authentication ................................................................... 85
Appendix B – Suggested maintenance tasks prior to an upgrade .............................................................. 87
Appendix C – Compass config tool in detail ............................................................................................... 88
Introducing the Compass config tool ....................................................................................................... 88
Launching the Compass Config Tool ...................................................................................................... 88
Menu items .......................................................................................................................................... 89
The main interface .................................................................................................................................. 91
Compass Server Configuration ........................................................................................................... 91
Website Configuration ......................................................................................................................... 92
Progress bar ........................................................................................................................................ 92
SQL Server Settings ........................................................................................................................... 93
Appendix D – Setting up Compass as a Secondary Compass Workstation (client)................................... 95
Appendix E – Configuring Compass to run as a service ............................................................................ 98
Requirements .......................................................................................................................................... 98
Limitations ............................................................................................................................................... 98
Enabling Compass as a service .............................................................................................................. 98
Disabling Compass as s service ........................................................................................................... 102
Starting the Compass service ............................................................................................................... 102
Stopping the Compass service ............................................................................................................. 102
Changing the user associated with the Compass service .................................................................... 102
Appendix F – Selecting an SSL option ..................................................................................................... 103
Selecting an SSL option ........................................................................................................................ 103
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Commercial SSL certificate ............................................................................................................... 103

Enterprise SSL certificate.................................................................................................................. 103
Self-signed certificate ........................................................................................................................ 103
Disable SSL....................................................................................................................................... 103
Obtaining a commercial SSL certificate ............................................................................................ 104
Appendix G – Configuring Compass to connect to a SQL Server using a non-standard port.................. 115
Appendix H – Impacts of Compass as a BBMD ....................................................................................... 117
Appendix I – Troubleshooting ................................................................................................................... 118
Certificate does not install to Niagara certificate stores ........................................................................ 118
Issue: ................................................................................................................................................. 118
Symptom: .......................................................................................................................................... 118
Workaround: ...................................................................................................................................... 118
IIS: Default web site must be removed/disabled before starting Compass .......................................... 120
Issue: ................................................................................................................................................. 120
Symptom: .......................................................................................................................................... 120
Resolution: ........................................................................................................................................ 120
Windows drives mapped using a local user account are not visible in the Compass Config Tool ....... 121
Issue: ................................................................................................................................................. 121
Symptom: .......................................................................................................................................... 121
Workarounds: .................................................................................................................................... 121
Backup cancelled message .................................................................................................................. 122
Issue: ................................................................................................................................................. 122
Symptom: .......................................................................................................................................... 122
Conditions: ........................................................................................................................................ 122
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ABOUT COMPASS 1.6.4

Welcome to Compass, Alerton’s workstation software for BACnet systems. Compass is your
command and control center for facility operations--from HVAC equipment to irrigation, lighting,
security, and more. Here, you can view and command site equipment and systems with
unprecedented flexibility and power.
ABOUT THIS GUIDE

This guide provides critical information and step-by-step instructions for those who will install or
configure a new Compass system or upgrade from an earlier version of Alerton software to
Compass 1.6.4.
THE COMPASS INSTALLATION AND CONFIGURATION PROCESS HAS CHANGED
DRAMATICALLY. PLEASE READ THIS DOCUMENT ENTIRELY TO UNDERSTAND THE
WORKFLOW BEFORE ATTEMPTING AN INSTALLATION OR UPGRADE.
WHAT’S NEW IN COMPASS 1.6.4

Support for Zones in EASE
Zones are now supported by EASE and provides a relatively seamless upgrade path. If
resources have been scheduled based on occupied status values (typically BV-40), EASE will
now seek out any zone that controls the point when synchronizing schedules (an operation that
happens every midnight and ensures that the host controllers have all the correct schedules). If
a matching zone is found, EASE will schedule that zone rather than the referenced control point.
This allows the optimum start configuration defined in the zone to take effect.
Full Support VisualLogic IP Controller
Updates to VisualLogic to support the new VIP and VXIO expansion modules. This includes a
new set of diagnostic displays/templates for the configuration of I/O on these devices. Also
included is enhanced mode support for the VLC-E.
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INSTALLATION SPECIFICATIONS
IMPORTANT! These are Compass specifications only. Your system may require more CPU
cores or memory.
NOTE: If the SQL Server and Compass are on the same machine, the memory must be
increased by 4GB – 16GB (depending on the version) or you may require additional storage.
Table 1. Compass Specifications
Compass Licenses*** Number of Operating System/ Browser/ Visio CPU Memory**

Devices Compatibility Cores**
COMPASS-1-ENT up to 3000* 64-bit OS required Eight-core 32GB

Windows 10 (Pro or Enterprise)
Windows Server 2019
COMPASS -1-XL up to 1000 Windows Server 2016 Eight-core 16GB
Windows Server 2012 R2
COMPASS -1-LG up to 450 MS-SQL Server 2017 Quad-core 16GB

MS-SQL Server 2016
MS-SQL Server 2014 SP2/SP3
COMPASS -1-MD up to 150 (Standard or Enterprise versions) Quad-core 8GB
Chrome
COMPASS -1-SM up to 50 Quad-core 8GB
NOTE: Compass is designed,
developed, and tested to function best
COMPASS-1-XS*** up to 25 using the Chrome browser. Other Quad-core 8GB
browsers may be compatible; however,
Alerton strongly recommends Chrome.
COMPASS-1-XXS*** up to 10 Quad-core 8GB
Visio 2016 Standard or Pro (32 bit) Visio
2019 Standard or Pro (32 bit)
* The number of supported devices in the Enterprise model can be extended in 1000 device increments by applying
one or more device packs (COMPASS-1-ENTDP).
** CPU Cores and Memory recommendations are minimums – increasing the number of cores and amount of
memory improves performance and provides for a better user experience.
*** All Compass licenses support SQL Enterprise database configuration; except for COMPASS-1-XS and
COMPASS- 1-XXS.
Operating Systems: Alerton strongly recommends using the most up-to-date Windows OS; be it Windows 10 or
Windows Server 2019 for the Compass Primary Workstation (server). For Secondary Workstations (client) Alerton
recommends Windows 10.
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COMPASS INSTALLATION OVERVIEW

Compass can be installed in three different scenarios:
1. Primary Compass Workstation (server) as an application.
2. Primary Compass Workstation (server) as a service.
3. Secondary Compass Workstation (client).
The only difference between the Compass Primary Workstation (Server) and Compass
Secondary Workstation (Client) Device Configuration Files (DCF) is that the Niagara BACnet
Settings section has been removed from the Client Workstation DCF. This is because Niagara
will never run on a Compass Client Workstation.
PRIMARY COMPASS WORKSTATION (SERVER)

The Primary Compass Workstation, commonly referred to as the server, is the first installation of
Compass on a site and will be the installation responsible for the following:
• Licensing of Compass
• Rep/Job data to include DDC and displays
• Connection to the database
COMPASS AS A SERVICE
In some environments, the Primary Compass Workstation, may be required to run in a secured
environment and to launch itself automatically upon the start/restart of the computer/VM. Using
a “service manager” Compass can be configured to meet this requirement. Specific
prerequisites must be met however in the configuration of this mode of operation. Those
prerequisites and the configuration steps are outlined in Appendix E – Configuring Compass to
run as a service
SECONDARY COMPASS WORKSTATION (CLIENT)

The Secondary Compass Workstation, commonly referred to as the client, is any subsequent
installation of Compass on a site. As a secondary client installation, it is not responsible for the
licensing of Compass nor the connection to the database. Though the Primary Compass
Workstation is responsible for the Rep/Job data, the Secondary Compass Workstation can be
configured to access this same data by use of a data share – a Windows networking task to
share data between computers/Virtual Machines (VMs).
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COMPASS UPGRADE PROCESS

START
Gather
Uninstall
Information / Manual
Compass or
Settings / Data Housekeeping
Envision
Points
Install on
Install
existing
Compass
Workstation?
No
Restore Rep/
Primary
Job from Yes
Compass Server?
Backup (Full)
Yes
No
Restore Rep/
Job Client
Components
from Backup
Start Compass
Config Tool
Figure 1. Compass Upgrade Flowchart
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COMPASS NEW INSTALLATION PROCESS

START
Pre-Installation
Gather
Information /
Settings / Data
Points
Install Compass
Install
Compass
Start Compass
Config Tool
Figure 2. Compass New Install Process Flowchart
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COMPASS CONFIG TOOL INSTALLATION PROCESS

Start Config Tool
Allow Config Tool to Compass and New Install or

Install Pre- SQL on same PC Upgrade to new Install SQL Express
Requisites or VM? PC?
No No
Install License(s)
Create Self-signed
Select or Create Using SSL or Certificate or get
Yes
Rep/Job LDAP? Commercial
Certificate
No
Configure SQL Configure BACnet

Install Certificate
Server Settings Settings
Press Apply to Run Verify and Fix

Configure LDAP
Generate Web Checklist to Validate
Settings (If Using)
Pages Setup
Figure 3. Compass Config Tool Installation Process Flowchart
INSTALLATION OVERVIEW
1. Pre-Installation
2. Install Compass
3. Compass Workstation Configuration
4. First Launch / Complete / Verify
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PRE-INSTALLATION
It’s important to have a complete understanding of what you’re dealing with prior to attempting
to install Compass 1.6.4.
The installation process changes with each release of Compass making it easier to install and
deploy. Carefully follow the installation instructions in this guide and do not skip any steps.
DATA GATHERING
Before starting the Installation process please gather the information mentioned below for New
installation and Upgrade process:
Table 2. Installation Process - New Install
New Installation process

Check for System Configuration
Have a copy of the Compass 1.6.4 ISO image available.
User must have admin access on the machine to install Compass
Check User Account Control (UAC) Settings – must be set to anything other than Never notify
as this setting will now allow the config tool to work.
Administrator account credentials
Check for Windows updates install until NO UPDATES PENDING pops up
Install .NET3.5.
NOTE: For Windows Server Operating Systems this would be done via Server Manager under
Features and Roles prior to the installation of Compass. For Windows 10 installations this can
be performed when prompted during the Compass installation, but an Internet connection must
be available.
Check for System License Key
Check for Internet connection. If it is not available, get the license key from the dealer for
manual install.
NOTE: If .NET3.5 is not installed, the Compass installation will halt if there is no active Internet
connection.
Have the system information given below:
• Device number
• Database
• Host Name
• Fully Qualified Domain Name (FQDN)
• The IP address
NOTE: Compass and the Web User Interface (UI) depend on the FQDN being set for name
resolution and thus using an IP address in the web browser will not work.
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Compass and SQL can run on the same machine. If not on the same computer/VM, have the
following information:
• The host name of the SQL Server/VM
• Version of SQL and Edition
• SQL Instance being / to be used
• Port number if not standard TCP/1433
The credentials of an SQL account (like the sa account for SQL Authentication) or a Windows
account that has been granted the ‘sysadmin’ role on the SQL Server.
Check if the install is Typical or Custom:
• If it is a Typical install, then it will be saved on C: drive
• If it is Custom install, then it will be saved on a drive of choice on the system.
LDAP domain - Contact IT department for this information.
NOTE: LDAP is dependent on TLS/SSL.
NOTE: Once Compass is installed, run it the first time as an Administrator to run the
Alerton/Honeywell Driver service, which launches the BACnet/Ethernet driver and makes it
available to Compass.
Table 3. Installation Process - Upgrade
Upgrade Installation process

Check for System Configuration
Have a copy of the Compass 1.6.4 ISO image available
User must have admin access on the machine to install Compass.
Check User Account Control (UAC) Settings – must be set to anything other than Never notify
as this setting will now allow the config tool to work.
Administrator account credentials
Check for Windows updates install until NO UPDATES PENDING pops up
Install .NET3.5.
NOTE: For Windows Server Operating Systems this would be done via Server Manager
under Features and Roles prior to the installation of Compass. For Windows 10 installations
this can be performed when prompted during the Compass installation, but an Internet
connection must be available.
Check for System License Key
Check for Internet connection. If it is not available, get the license key for manual install.
NOTE: If .NET3.5 is not installed, the Compass installation will halt if there is no active
Internet connection.
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Have the system information given below:

• Device number
• Database
• Host Name
• Fully Qualified Domain Name (FQDN)
• The IP address
NOTE: Compass and the Web User Interface (UI) depend on the FQDN being set for name
resolution and thus using an IP address in the web browser will not work.
Check if the install is Typical or Custom:

• If it is a Typical install, then it will be saved on C: drive
• If it is Custom install, then it will be saved on a drive of choice on the system.
Archive the below data:
• User history
• Alarm history database
Copy SSL/TSL Certificates, if any.
Compass and SQL can run on the same machine. If not on the same computer/VM, have the
following information:
• The host name of the SQL Server/VM
• Version of SQL and Edition
• SQL Instance being / to be used
• Port number if not standard TCP/1433
The credentials of an SQL account (like the sa account for SQL Authentication) or a Windows
account that has been granted the ‘sysadmin’ role on the SQL Server.
LDAP domain - Contact IT department for this information.

NOTE: LDAP is dependent on TLS/SSL.
It is recommended that you back up your job, restore your job, compact the databases, and
then run the job.
IMPORTANT! If upgrading from Envision, the version of Envision must be at 3.0 or 3.1 before
going to Compass 1.6.4.
NOTE: Compass automatically attempts to install some prerequisites if they are not already
installed.
However, Compass may not be able to install prerequisites on some server operating systems.
If this is the case, have an Administrator install the required prerequisites.
To ensure a successful installation or upgrade of Compass, please ensure the following:
• Verify hardware exceeds the minimum requirements for Compass 1.6.4. See Installation
Specifications on page 6.
• Ensure the host operating system if fully patched and up to date
• Verify your Internet connection if you will be licensing Compass over the Internet
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Identify the appropriate authentication method to be used. See Appendix A – Windows

authentication vs SQL authentication
NOTE: If you are upgrading to Compass from a version of Envision prior to Envision for BACtalk
3.1, it is highly recommended that you perform a stepped upgrade of Envision to get it to version
3.1 before upgrading to Compass 1.6.4. Please consider performing the following maintenance
actions as outlined in Appendix B – Suggested maintenance tasks prior to an upgrade.
UNINSTALL COMPASS
If you are upgrading from a previous version of Compass, uninstall the previous version first.
Press the Windows + I keys on the keyboard to raise the Windows Settings. Click Apps.
Figure 4. Windows Settings
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In the Apps & features pane, locate and click Compass to expand it. Click Uninstall, then click
Uninstall again.
NOTE: In these examples, we are upgrading from Compass 1.6.
NOTE: Uninstalling Compass will also uninstall the Compass Config Tool. The BACnet Ethernet
Protocol (x64) driver will remain.
Figure 5. Windows Apps & Features - Uninstall or Modify
If you receive a message that some files or services cannot be updated while running, this is
normal. Click OK to continue uninstalling Compass, and then manually reboot the operating
system after the uninstall process has completed.
Figure 6. Compass Uninstall Warning
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NOTE: If using the Programs and Features applet available through Control Panel, Windows
may not properly refresh the list of installed programs when Compass is uninstalled. Though
uninstalled with Compass, the Compass Config Tool may still indicate (falsely) that it is still
installed. Exiting the Programs and Features applet and reloading it or clicking the refresh
button will refresh the list and resolve the errant entries. This behavior does not exist if using the
Apps and Features app from Settings > Apps > Apps and Features for systems running
Windows 10.
Figure 7. Refresh button in Programs and Features
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MANUAL HOUSEKEEPING
After uninstalling Compass:
• Delete the Drop-Ins folder
• Delete the Config Tool folder
• Delete everything from the SYSTEM folder except Licenses, Security, CertManagement
and Certificates folders.
• If you have custom Lexicon folders or files, back those up too.
• Restart the operating system.
NOTE: It is recommended to save these folders off someplace else for safe keeping.
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INSTALL COMPASS
INSTALL COMPASS FROM AN ISO IMAGE
Double-click setup.exe to launch the Compass installer.
Figure 8. Setup.exe from root of mounted ISO image
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Click Next
Figure 9. InstallShield Welcome
If you are installing Compass for the first time, it will install prerequisites before starting the
installation process.
Figure 10. Compass Prerequisite Software Check
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Read the Readme, click Next
Figure 11. Compass Readme
Accept the terms in the license agreement, and then click Next.
Figure 12. Alerton User Agreement
Click Next to accept the default Typical setup type.
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Figure 13. Installation Type Selection
NOTE: If you require installation of Compass to a location other than C:\Alerton\Compass\1.0,

choose Custom for the Setup Type to enable the ability to change the install path.
NOTE: If you choose Custom for the Setup Type, you must manually select the
BACnet/Ethernet driver for installation.
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Click Install to proceed with the installation
Figure 14. Begin Installation Dialog
If you are installing the software for the first time, a security dialog box may appear to confirm
installation protocol installation. Check the box to “Always trust software from Alerton Inc.” click
Install.
View the new features in compass 1.6.4 and then click Finish to close the InstallShield Wizard.
Figure 15. Successful Installation Dialog
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NOTE: It is not necessary to reboot the operating system after installation unless prompted to
do so.
UPGRADING THE PRIMARY COMPASS WORKSTATION (SERVER)

Certain upgrade scenarios require the restoration of a job backup before the upgrade can
continue. If your installation scenario does not match the following, you can proceed to the
section Compass workstation configuration:
• Upgrading from Envision for BACtalk 3.1
• Upgrading a version of Compass to a new computer/VM
• Setting up a Secondary Compass Workstation (client)
To restore a job backup, perform the following steps:
Press the Windows Key to raise the start menu, locate and expand Alerton, and then click
Compass Restore Utility.
Figure 16. Compass Restore Utility Menu Selection
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Click Browse to navigate to the backup file you want to restore.
Figure 17. Compass Restore Rep/Job Dialog
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Verify that the Restore to field is properly set to the installation of Compass and its Rep/Job
folders, and then click Restore.
NOTE: If installing a Secondary Compass Workstation (Client), select Client Components from
the Restore pulldown
Figure 18. Compass Restore Rep/Job - Restore Options
NOTE: If the backup being restored is from Envision, the Restore to field will likely state
C:\Alerton\BACtalk\3.0\<REP>\<JOB>. If so, it will need to be manually updated to reflect the
correct path to Compass, typically C:\Alerton\Compass\1.0\<REP>\<JOB>
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If the database server is not installed on the machine/computer, User will have to restore it
manually.
Figure 19. Restore warning if not running from Primary Compass Workstation (Server)
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Once the restoration is complete, click OK, and then click Close.
Figure 20. Rep/Job restore complete
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COMPASS WORKSTATION CONFIGURATION

NOTE: The Compass Config Tool is used for the configuration of the Primary Compass
Workstation (Server) as well as Secondary Compass Workstation (Client) installations. For
more information on the latter installation scenario see Appendix D – Setting up Compass as a
Secondary Compass Workstation (client). For more details on the Config Tool itself, see
Appendix C – Compass config tool in detail.
IMPORTANT NOTE: ENSURE YOU HAVE AN ACTIVE INTERNET CONNECTION

AVAILABLE TO YOU BEFORE LAUNCHING THE COMPASS CONFIG TOOL FOR THE
FIRST TIME. SUBSEQUENT LAUNCHES OF THE TOOL DO NOT REQUIRE IT.
Press the Windows key to raise the start menu, locate and expand Alerton, click Compass
Config Tool
Figure 21. Compass Config Tool menu item
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SET THE LOCALADMINISTRATOR PASSWORD

Upon launching the Configuration Tool for the first time, a dialog will appear to set the
LocalAdministrator Password.
A new check box, “Prompt for Local Administrator Password” has been added to this dialog.
This check box allows a user to enable/disable having to enter the LocalAdminstrator password
in order to launch the Config Tool.
Figure 22. Set LocalAdministrator password dialog
NOTE: The password is case-sensitive and must be at minimum of eight and a maximum of 20
characters; any keyboard character is valid.
Because the Config Tool is to be used for all Compass installations (Primary Workstation and
Secondary Workstations) a prompt will appear asking which type of installation you are running
the Config Tool against – a Primary Compass Workstation (server) or Secondary Compass
Workstation (client).
PRIMARY COMPASS WORKSTATION (SERVER)

If this installation is to be the Primary Compass Workstation (server), click Yes.
NOTE: If this is not the Primary Compass Workstation (server), please refer to Appendix D –
Setting up Compass as a Secondary Compass Workstation (client).
Figure 23. Compass Workstation Type Dialog
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INSTALLATION PREREQUISITES
The first launch of the configuration tool will check to see if prerequisites have been installed.
Subsequent launches of the Config Tool will not trigger this dialog but can be triggered manually
by selecting Tools / Set Workstation Type from the menu. Click OK to install.
Figure 24. Config Tool - Prerequisites Not Installed Notice
NOTE: It is important to wait for the completion of these prerequisites before attempting any
further configuration changes otherwise an error may result. On computers/VMs that are
configured with minimal resources this could be an extended period. Watch the status and wait
for the message stating prerequisites have successfully been installed.
NOTE: IN RARE CASES, IT MAY BE NECESSARY TO REINSTALL PREREQUISITES. E.G.
IF PREREQUISITES ARE ONLY PARTIALLY INSTALLED DUE TO A WINDOWS UPDATE
BEING REQUIRED. IN SUCH CASES PREREQUISITES MAY BE INSTALLED FROM THE
ACTIONS MENU.
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INSTALL NIAGARA LICENSE FOR A NEW JOB

If upgrading an existing job, you may skip this step.
Click the Install Licenses button and either enter your license key or the location on disk of
your Niagara license files.
Click the Install button on the pop-up dialog.
Figure 25. Compass License Installation
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INSTALL SQL EXPRESS

If you are using an existing installation of SQL Express, or SQL Server Standard or Enterprise
Editions, you may skip this step.
NOTE: Any existing SQL installation must be 2014 or newer.
For a new installation of Compass SQL Express must be installed. From the Actions menu
select Install SQL Express 2014.
Figure 26. Install SQL Express from Actions Menu
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When prompted for the location to extract the SQL Server files to, retain the default location
Figure 27. Directory Selection for Extraction of Installation Files
SQL Server Express 2014 begins extracting and installing the setup files needed for installation.
Figure 28. Setup begins
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Click OK to close the Finished installing SQL Server Express message.
Figure 29. SQL Express Successful Installation
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SET OR CREATE REP/JOB

A new installation will need a Rep/Job created. If this is an upgrade, from the pulldown select
an existing Rep/Job, otherwise select <create new rep job>.
NOTE: If this is an upgrade, the Rep/Job may already be selected
Figure 30. New install – Rep/Job does not exist
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The Create Rep/Job dialog box will appear. Enter the Rep name and Job name. If the Rep/Job
is to be located at another location, click Change Location to make that change. Click Create
Rep\Job to create the Rep/Job folder structure.
Figure 31. Create Rep/Job
NOTE: Rep and Job names cannot contain the text substrings SRC, HREF, or PRNT.
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The Compass Config Tool dialog box will appear confirming the successful creation of the
Rep/Job folder.
Figure 32. Rep/Job Created
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OBTAINING AN SSL CERTIFICATE FROM A CERTIFICATE AUTHORITY (CA)

There are several steps involved in obtaining and installing a commercial SSL certificate from a
Certificate Authority:
1. Launch IIS Manager and double click on the Server Certificates icon and then click on
Create Certificate Request... in the actions panel
2. Send the certificate request to the chosen Certificate Authority. This may involve
emailing the certificate request file to the authority or, perhaps, pasting the contents into
a web page, depending on the authority chosen.
3. The response from the authority will at a minimum consist of a response file which may
be in one of several formats (.cer, .p7r etc). You need then to click on Complete
Certificate Request... in the actions panel and you will be prompted to select the
response file received from the authority. In addition, you may have to install any
intermediate certificates that the authority has provided.
4. After the certificate has been installed it will appear in the Server Certificates panel in
IIS Manager. You will then need to select this certificate and export it to a .pfx file.
5. Finally, in the configuration tool, select and install the exported .pfx file.
See Appendix F – Selecting an SSL option.
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CREATE A SELF-SIGNED CERTIFICATE

To generate a self-signed certificate, from the Compass Config Tool, select Actions>Create
Self-Signed Certificate.
Figure 33. Create Self-Signed Certificate
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The Generate Self-Signed Certificate window is displayed.
Figure 34. Self-Signed Certificate Details
Enter the following information.

FQDN Fully Qualified Domain Name – this should include the hostname and the
domain
name of the computer/VM – the name used in a URL when using a
browser to access this machine. Could be an alias used for DNS
Country Code resolution.
Must be 2 characters. United States = US, Canada = CA.
State or Providence Self-explanatory, required field (typically long form, not abbreviation)
City Self-explanatory, required field

Organization Organization Name – typically a company name. The name that appears on
the certificate.
Organizational Unit Optional

Email Address Enter a valid email at the domain in the Common Name (CN) field.
Common Name This will be the name available in the SSL Certificate drop down list. It
is recommended to keep this name simple, memorable, and without
any special characters to include periods and underscores.
Certificate Password Set a password for the certificate. Reenter the password to validate it.
Click Generate after entering the above details.
Specify a name and location for the certificate that is saved as a .PFX file.
NOTE: It is recommended that all SSL certificates be safeguarded in a secure location

regardless if they are self- signed certificates or commercial or enterprise certificates.
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Figure 35. Save PFX File
Click OK to close the following message.
Figure 36. Certificate Generation Time Notice
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You will be notified once the generated certificate is saved at the specified location. Click OK to
close the following message.
Figure 37. Certificate Creation Success
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IMPORT CERTIFICATE INTO STORES

Click the Install Certificate button.
NOTE: If the Enable SSL checkbox is checked the buttons SQL Server Settings, LDAP
Settings and Apply will be disabled until a certificate is installed (either self-signed or a
certificate purchased from a Certificate Authority)
Figure 38. Install Certificates
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You will see the Import Certificate dialog box
Figure 39. Import Certificate Dialog
Fill in the following details then click Import:
Certificate File: Use the default selection or browse to a location.
Certificate Friendly Name: A simple name for the certificate or use the CN used for the
certificate. Avoid using special characters to include periods and underscores. (Keep the
Certificate Name simple. Don’t keep any space or non-Alpha-Numeric character).
Password: Enter the password that you set while generating a self-signed certificate.
Also Import Into Trusted Root: Checking this option will also import the certificate into
the Trusted store for both Windows and Niagara. This option must be selected for a self-
signed certificate but not for a certificate purchased from a Certificate Authority.
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Click OK to clear the message that the certificate was successfully imported.
Figure 40. Successful Certificate Import
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Now user can see the Selected Certificate next to Current SSL Certificate in the Main Config
Tool Window
Figure 41. Visual Indicator of Current Certificate
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CONFIGURE BACNET SETTINGS

Click BACnet Settings.
Figure 42. Configure BACnet Settings
The BACnet Settings window is displayed.
Figure 43. BACnet Settings Window
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NETWORK CONFIGURATION
Select the Network Adapter
Figure 44. Network Configuration
Maximum APDU length depends on the Network Adapter selected.
Figure 45. APDU Setting
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Compass BACnet settings

Before configuring the Compass BACnet settings, enter Device Instance, Device Name, and
Device Description.
Figure 46. Compass BACnet Settings
Below Compass BACnet Settings, three more settings can be done as shown below:
• BACnet Ethernet Settings

• BACnet/IPv4 Settings
• BACnet/IPv6 Settings
NOTE: To aid in first time configuration of devices, which come out of the factory with only
BACnet/Ethernet enabled, Compass can now run with BACnet/Ethernet, BACnet/IPv4, and
BACnet/IPv6 all enabled.
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BACnet/Ethernet Settings
Figure 47. BACnet/Ethernet Settings
Enable the BACnet/Ethernet
Network number should match the BACnet/Ethernet network number in Global Controller in the
same IP subnet.
BACnet/IPV4 Settings
Figure 48. BACnet/IPv4 Settings
Enable the BACnet/IPv4
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Network number should match the IPv4 BACnet/IP Virtual Net number in your Global Controller
Network Architecture.
Compass as BBMD (If Needed)
Figure 49. Compass as a BBMD
Compass now can be the BBMD in an IP subnet.
NOTE: Compass has been updated to support a maximum of 256 BDT entries in the BDT
tables up from the current 32. Only the ENTERPRISE license will enable the BDT entries 32 -
255. This includes an update for migrating the existing compass DCF to support the new
maximum size.
NOTE: IT IS RECOMMENDED THAT COMPASS NOT BE CONFIGURED TO ACT AS A

BBMD, AS DOING SO WILL RESULT IN COMPASS HAVING TO MANAGE BROADCASTS
AND ROUTING WHICH CAN ADVERSELY AFFECT THE OVERALL PERFORMANCE OF
COMPASS. FOR ADDITIONAL INFORMATION, SEE APPENDIX H – IMPACTS OF
COMPASS AS A BBMD
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IPv4 BDT
Figure 50. IPv4 BDT Table
IPv4 BDT is limited to IP addresses. The Description property can be used where device
instance is # or building.
BACnet/IPv6 Settings
Figure 51. BACnet/IPv6 Settings
Enable the BACnet/IPv6.
Network number should match the IPv6 BACnet/IPv6 Virtual Net number in your Global
Controller Network Architecture.
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IPv6 BDT
Figure 52. IPv6 BDT Table
Like IPV4 but IPv6 addresses and DNS names can be used.
Niagara BACnet settings
Recommended configuration is shown below:
Figure 53. Niagara BACnet Settings
NOTE: When using this configuration, the Network Number must be unique in the BACnet
network (like MS/TP network) since this is an Internal Virtual Network number.
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NOTE: Depending on the Upgrade scenario the Compass BACnet Ip Addresses may have
changed – Ensure that you have all the Original General System Setup Compass BACnet and
Niagara BACnet settings recorded and available. When using the new default Niagara BACnet
settings, you no longer need to define a second BACnet/IP address for the Compass Server
NIC.
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CONFIGURE SQL
Click Configure SQL. The SQL Server Configuration window is displayed. Fill in the details
for the SQL Server as per the information gathering steps completed prior to the beginning of
this installation. For a default, Conventional database installation with Compass and SQL on the
same Computer/VM, the defaults will likely be enough. Closely review the data you gathered
though and adjust accordingly.
Click Test Connection.
Figure 54. Test SQL Connection
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For an Upgrade with an existing SQL database you should see
Figure 55. Successful SQL Server Test Dialog
For a new Job you may see the following dialog. Click Yes
Figure 56. Unable to connect dialog
A database creation message will appear. Click OK
Figure 57. Database successfully created dialog
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Back at the SQL Server Settings page, Click Apply.
Click OK, once the SQL Server Configuration is updated.
Figure 58. SQL Server Configuration Saved
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CONFIGURE LDAP SETTINGS (IF USED)

Click LDAP Settings. The LDAP Settings window is displayed. Fill in the details as per the
information gathering steps completed prior to the beginning of this installation. Click OK to
save the settings.
NOTE: You may need to contact the IT department responsible for the Compass server to
obtain this information.
Figure 59. LDAP Settings
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CONFIGURE WEB SITES

Based on the decision to use SSL or not, Click on Apply to apply changes and deploy the
websites.
NOTE: To configure websites with the Enable SSL option checked, an SSL Certificate must first
be installed.
Figure 60. Configure Web Sites
NOTE: If you are configured behind a firewall and using port-forwarding, the port to be
forwarded to will be the Compass website port (typically port 80 or 443).
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Once the websites have been created and deployed, click OK to close the dialog box.
Figure 61. Web Sites Successfully Deployed Notice
After applying all the changes, you must log off and log in for changes to take effect. Click OK.
Figure 62. Restart Required Notice
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THE TOOLS MENU

The Tools menu contains a Verify and Fix Checklist option and a Config Tool Logs option.
These two options are intended to be used in conjunction to help verify that the installation is
complete.
Verify and Fix Checklist contains several routines that verify certain aspects of the system’s
configuration. Problems are classified as “warning”, which means that normal system operation
may be possible, and “error”, which means normal system operation is not possible. If a check
results in a warning or error, you can use the Fix button to attempt to fix the problem and then
run the verification scan again. If the Fix operation doesn’t resolve the problem, you will need to
perform further troubleshooting.
Figure 63. Verify & Fix
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Click on the Verify and Fix Checklist option and the following dialog is displayed.
Figure 64. Verify and Fix Checklist
Click Scan to run the verification tests. If an error occurs, Click on Fix, and the issue will be
scanned and fixed.
Figure 65. Verify and Fix Checklist - Scan Complete
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From the Tools menu click on the Config Tool Logs option to display the dialog below
Figure 66. Config Tools Log Files
Figure 67. Config Tool Logs - View In Folder
If the user clicks on View in Folder, a file selection dialog is displayed, and the user can display
the contents of the log file may be displayed to help with trouble shooting
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Double click config-tool to open and view the file.
Figure 68. Config Tool - Open and View Generated File
This file will contain any error or warning messages output generated by the verify and fix
operations as well as other logging information collected in the Compass Config Tool.
Figure 69. Config Tool log file analysis
NOTE: User can run Config tool while Compass is already running but changes will take place
only after next Compass restart.
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FIRST LAUNCH / CONFIGURE / VERIFY

After Compass has been installed and the Configuration Tool has been run to configure the
system, there are still some configuration and verification steps in Compass that remain before
Compass is ready for use.
FIRST LAUNCH
To Launch Compass for the final configuration steps, from the Compass icon on the desktop,
right-click and choose Run as Administrator.
NOTE: Run as Administrator for the first launch of Compass is necessary to complete some
final administrator-level tasks and finish the installation. Subsequent launches of Compass do
not require Run as Administrator and the shortcut for Compass should not be set to do so.
Figure 70. First Launch of Compass - as Administrator
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For this first launch, you must log on as the LocalAdministrator user.
Figure 71. Logon as LocalAdministrator first
ERROR: Unable to open Ethernet card for BACnet protocol.

If you do not have the Alerton/Honeywell BACnet/Ethernet Driver 3.0 protocol driver installed
and enabled on the NIC selected under BACnet Settings in the Config Tool and you have
Enable BACnet Ethernet checked - then you will see this error on start up. The following
message is displayed after you log into Compass.
Click OK, which will cause the start up to show Initialization failed. You then need to go to the
network card properties and ensure that the Alerton/Honeywell BACnet/Ethernet Driver 3.0 is
installed and enabled. If it is not installed, you can manually install it following the steps below.
Figure 72. BACnet/Ethernet Error Message
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INSTALLING THE ALERTON/HONEYWELL BACTALK DRIVER MANUALLY

Run the compass setup.exe. Click Next.
Figure 73. Manual BACtalk driver installation
Select Modify and click Next.
Figure 74. Maintenance Selection
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Below BACtalk driver select “This feature, and all sub-features, will be installed on local
hard drive” option.
After selection of appropriate BACtalk driver, click Next.
Figure 75. Feature installation details
Click Install and all the settings will be modified for BACtalk driver and user will be able to login
and run Compass as an Administrator.
Figure 76. Ready to modify dialog
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CONFIGURE/VERIFY USERS AND GROUPS

Compass 1.5.1 implemented the change in the requirement for the use of Groups. If upgrading
from Compass 1.5.1, this should already be done, and verification is only necessary. For a new
install or upgrade from any other version of Compass other than 1.5.1, follow these steps.
CREATE A USER
When you log in as the Local Administrator and create a new job, the job does not have any
user profiles created for it; you must create them from scratch. Until the Local Administrator
creates user profiles, only the Local Administrator can access the job (in offline mode).
Follow the procedures below to create new user profiles
Click Tools and select Users and Groups.
Figure 77. Create Users and Groups
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On the Users tab click Add.
Figure 78. Add Users
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Enter the User ID, Password, re-type the password to confirm it, and then click OK.
Figure 79. Add User detail dialog
A warning message will display stating that privileges have not been set for this user. Click OK
to clear this message as those will be set at the group level.
Figure 80. No privileges assigned warning message
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CREATING A GROUP
Click the Groups tab, and then click Add.
Figure 81. Create Group
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Enter the Group ID, on the General tab, enter a Description for the group, set the desired
Security level, and Starting display.
Figure 82. Create Group detail dialog
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Click the Group Device Access and Privileges Tab. Click the command button next to the
Authorized devices field.
Figure 83. Group device access and privileges
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Enter the list of devices or range of devices. To grant access to all devices, click Add full
device range. Click OK.
Figure 84. Device list range
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Check all the Privileges to assign to this group. When finished, click OK
Figure 85. Privileges assigned to group
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Click the Members tab then click Add a User to Group.
Figure 86. Add members to the group
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Highlight the desired user, and then click Select. Add another user to the group or click OK to
finish adding users.
Figure 87. Users added to group
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Add additional groups or click Close.
Figure 88. Users and groups
IMPORTANT! Compass uses passwords to authenticate station and platform users, encrypt
stored data, and protect data in transmission. It is particularly important to handle passwords
correctly. If an attacker acquires a user’s password, then they can access the system with the
same permissions as the hacked user. In the worst case, an attacker might gain access to a
super user account or platform account and compromise the entire system.
If an account like the legacy pass account exists, then remove that account from the system or
change the password for it to a strong password.
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UPDATE / VERIFY PRIVILEGES

If you are upgrading to Compass 1.6.4 from any of the previous versions and group device
access and privileges were set, you will need to update the group privileges to take advantage
of newer features.
Figure 89. Updating or Verifying Privileges
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CONFIGURE/VERIFY SYSTEM SETTINGS

Use the General System Setup (Tools menu) dialog box to define settings that apply to an
operator workstation and how it is used within the Compass system.
From Tools menu select General System Setup.
Figure 90. General System Setup
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Under Time Sync tab, select the desired Send time sync every period value.
Figure 91. Time Sync
Click Add to select recipients of the time sync. In this instance, it is a Device Instance. Select
the desired Device Instance from the pull down, click OK.
Figure 92. Time sync recipients
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VIEW TOP DISPLAY

View Top Display option launches the Compass web app in a browser.
Select View > Top Display
Figure 93. Top display
Refer to the Compass Browser Help for more information
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ADJUSTING NRE PROPERTIES FOR PERFORMANCE

Upon the completion of the installation of Compass on the Primary Compass Workstation
(server), the NRE Properties may need to be manually adjusted based on the amount of RAM
installed in the computer/VM.
As per the minimum system requirements for Compass as of this writing, the minimum
recommended amount of memory ranges from 4GB to 32GB depending on the model of
Compass deployed. There is a parameter that specifies the maximum amount of memory
allocated by the Compass-NBT component. If this value is set too low, higher CPU usage will
occur. The recommended minimum setting is 25% of the installed memory. The default setting
is 2GB (2048M), which is appropriate for all Compass models up to Compass-1-MD. The table
below provides guidelines for setting this parameter for each Compass model based on
minimum recommended specifications.
NOTE: If more RAM is installed in the computer/VM than the minimum recommended, adjust
the calculation accordingly using the 25% of installed memory recommendation as noted above.
Table 4. Minimum RAM Requirements and NRE Properties
Compass Model Processor Min Installed Memory Xmx <parameter> setting

COMPASS-1-ENT Eight-core 32GB Xmx8192M (8GB)
COMPASS-1-XL Eight-core 16GB Xmx4096M (4GB)
COMPASS-1-LG Quad-core 16GB Xmx4096M (4GB)
COMPASS-1-MD Quad-core 8GB Xmx2048 (2GB)
COMPASS-1-SM Quad-core 8GB Xmx2048 (2GB)
COMPASS-1-XS Quad-core 8GB Xmx2048 (2GB)
COMPASS-1-XXS Quad-core 8GB Xmx2048 (2GB)
The Xmx parameter is within the nre.properties file. Use a text editing utility like Notepad or
Notepadd++ to edit this file. The file path is typically
C:\Alerton\Compass\1.0\System\Lib\nre.properties for standard installations. Edit the following
line:
java.options=-Xmx2048M -XX:MaxPermSize=128M -Dfile.encoding=UTF-8 -Xss256K.
The parameter setting is indicated in bold (Xmx2048M).
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APPENDIX A – WINDOWS AUTHENTICATION VS SQL AUTHENTICATION
Figure 94. Authentication Options
Option A
• Standalone computer/virtual machine (VM) – not a member of a Windows domain

• Windows Authentication
• SQL & Compass on same computer/VM
Option B
• Standalone computers/VMs – not members of a Windows domain

• SQL Authentication
• SQL & Compass on separate computers/VMs
• SQL Server
o TCP/IP protocol enabled (SQL Server Configuration Manager)
o Inbound Firewall Rule – TCP/1433 (Firewall Manager)
• Compass as a Service
Option C
• PCs/VMs both members of a Windows domain

• Windows Authentication
• SQL & Compass on separate computers/VMs
• SQL Server
o TCP/IP protocol enabled (SQL Server Configuration Manager
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Option D
• 1 computer/VM stand alone, 1 computer/VM member of a Windows domain

• SQL Authentication
• Compass or SQL on a standalone computer/VM, the other on a computer/VM that is a
Windows domain member
• SQL Server
o TCP/IP protocol enabled (SQL Server Configuration Manager)
• Compass as a Service
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APPENDIX B – SUGGESTED MAINTENANCE TASKS PRIOR TO AN UPGRADE

The following maintenance tasks are strongly recommended to be performed prior to the
uninstall of Envision or Compass that is being upgraded to Compass 1.6.4.
If upgrading from Envision for BACtalk
• Check alarm handlers for proper settings

o Ensure all alarm handlers have all three Acknowledge popup messages
checkboxes checked (Alarm, Fault, and Return to Normal)
o Ensure all alarm recipients have all three Handled events checkboxes checked
(Alarm, Fault, and Return to Normal)
• Ensure both selections under Notifications are checked (Send on alarm and Send on
fault)
• In the raw edit for event enrollment objects, ensure all three Enabled event transitions
checkboxes are checked (To-offnormal, To-fault, and To-normal)
For Conventional database jobs
• Run the utility Compact Compass Access Database for Compass installations or
Compact BACtalk Access Database for Envision for BACtalk installations.
• Delete any .before-compaction files
• Copy the tempmdb folder to another location out of the project folder and then Empty the
folder.
Look for and remove…
• archives from REP/JOB folders

• any archives in the archive path
Create Groups and assign members and privileges.
Check FQDN of and verify DNS entries on network – ensure hostname does not contain an
underscore “_” – change the PC name if necessary and reboot (required).
Collect network configuration info (BACtalk settings, Niagara BACnet settings).
Perform REP/JOB backup.
If Auto-Login is used, temporarily disable it during the upgrade procedure.
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APPENDIX C – COMPASS CONFIG TOOL IN DETAIL

INTRODUCING THE COMPASS CONFIG TOOL
The Compass Config Tool is a new feature in Compass to aid in the initial configuration steps
that typically require 2-3 restarts of Compass. The Compass Config Tool provides many of the
configuration settings all with a single tool to ensure the installation and configuration of
Compass is consistent.
The Compass Config Tool is required to be run for all installations of the Primary Compass
Workstation (Server) or Secondary Compass Workstation (Client). The configurable settings
within the Compass Config Tool are settings that have all been removed from within Compass
and now reside within this tool so as not to create any confusion on their use.
LAUNCHING THE COMPASS CONFIG TOOL

Upon the installation of Compass, the Compass Config Tool can be launched from the Alerton
program group.
Figure 95. Compass Config Tool Menu Entry
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MENU ITEMS
Figure 96. Config Tool Menus
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Table 5. Menu item descriptions
File
Exit Self-explanatory
Actions
Create Self-Signed Certificate This will create a self-signed certificate for SSL use.
Reinstall Prerequisites Though prerequisites are installed the first time the
Config Tool is launched, should the need arise that
anything becomes out of sync, the necessary
prerequisites can be re-installed through this menu
entry.
Install SQL Express 2014 For initial installations of Compass, SQL Express must
be installed. This is not necessary for currently existing
installations of SQL Express or SQL Server Standard
and Enterprise Editions installed locally or remotely (on
another computer/VM).
Change Workstation Type This launches the dialog to alter the installation of
Compass from a Primary Compass Workstation (server)
to a Secondary Compass Workstation (client) or the
opposite.
Change LocalAdministrator Password This provides the ability to change the Local
Administrator Password from the Config Tool.
Tools
Verify and Fix Checklist Verify and Fix Checklist contains several routines that
verify certain aspects of the system configuration.
Problems are classified as “warning”, which means that
normal system operation may be possible, and “error”,
which means normal system operation is not possible. If
a check results in a warning or error, you can use the
Fix button to attempt to fix the problem before running
the verification scan again. If the Fix operation doesn’t
resolve the problem, further troubleshooting will be
required.
Config Tool Logs This file will contain any error or warning messages
output generated by the verify and fix operations as well
as other logging information collected in the Compass
Config Tool.
Help
Open Installation and Upgrade Guide Self-explanatory
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About
Compass Config Tool Version Self-explanatory
NOTE: Since the Compass Config Tool is decoupled
from Compass and will be distributed outside of the
Compass release, this version number will change more
frequently. The latest version of the Config Tool will be
available on the Alerton Support Network (ASN).
THE MAIN INTERFACE
Figure 97. Config Tool Main Interface
COMPASS SERVER CONFIGURATION

This group contains the anticipated Fully Qualified Domain Name (FQDN) from the machine or
a DNS entry for this machine. This would be the same entry that would appear under the
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SSL/LDAP tab under General System Setup in earlier versions. The Rep/Job selector here will
allow you to select an existing Rep/Job in the case of an upgrade or create a new Rep/Job for a
fresh installation.
NOTE: Compass and the Web User Interface (UI) are dependent on the FQDN being set for
name resolution and thus using an IP address in the web browser will not work.
WEBSITE CONFIGURATION
This group manages the configuration of the web sites allowing one to select the ports used by
each site as well as choosing to use SSL or not. If SSL is used, then an SSL Certificate must be
selected. This selection is based on the information gathering phase before installing Compass
as to if a self-signed, commercial or enterprise certificate will be used. In any case, the menu
item to install certificates is used and will then populate the SSL Certificate pulldown with
entries.
PROGRESS BAR
At the bottom of the screen on the left is the progress bar. During certain operations, a green
bar will grow to the right indicating the progress of the current operation.
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SQL SERVER SETTINGS
Figure 98. SQL Server Settings
Compass database license

By default, this is set to Conventional. However, if the small or larger license was purchased,
the Enterprise option can be used and all the Compass data will be stored within SQL tables. As
of this version of Compass, Alarm Data, Groups, Passwords, Roles and Users are stored in
SQL tables if a Conventional database is selected.
Compass database
This is the connection string information telling Compass where it’s databases are to be created
and/or maintained. By default, it will be the same computer/VM that Compass where Compass
is installed. If this is not the case based on the information gathering performed before the
installation, adjust these settings accordingly.
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SQL Account with admin privileges on the Compass database

This interface provides the ability to create databases now removing the necessity to manually
create them as before for installations where Compass and SQL were on different
computers/VMs and SQL Authentication was required. A SQL Login or Windows account that
has been granted the ‘sysadmin’ role and privileges is needed here. The ‘sa’ account can be
used.
Database authentication
These two settings dictate the account that gets used as the IIS account for IIS to interact with
SQL.
Use Windows authentication
If Compass and SQL reside on the same computer or VM, or if the computers or VMs used for
Compass and SQL reside within a Windows domain, Windows Authentication should be used.
Choosing the appropriate physical configuration from the options below will dictate the IIS User
Account used.
SQL Server is on the same machine as Compass
Self-explanatory
SQL Server and Compass are on different machines
Self-explanatory
IIS user account
This is set automatically based on the prior two settings. If it is desired to use an alternative
account, it can be manually input here.
Use SQL authentication
If Compass and SQL are standalone computers/VMs, or if either reside within a Windows
domain, but the other remains standalone, then SQL Authentication must be used. The SQL
User used here does not have to already exist as a login on the SQL Server as the Config Tool,
with the SQL Account with Admin Privileges on the Compass Database that was selected above
can create the login and grant it the appropriate privileges.
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APPENDIX D – SETTING UP COMPASS AS A SECONDARY COMPASS

WORKSTATION (CLIENT)
Install Compass as you would any installation and before launching the Compass Config Tool,
launch the Compass Restore Utility and choose Client Files in the Restore pulldown.
After the above steps have been completed, launching the Compass Config Tool will prompt to
set the LocalAdministrator password for this installation.
As this will be a Secondary Compass Workstation (client) installation, click No.
Figure 99. Primary versus Secondary Compass Workstation Selection
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Additionally, selecting from the menu Actions / Change Workstation Type will launch the same
dialog.
Figure 100. Change Workstation Type from Menu Selection
Select the Rep/Job and location and click Apply.
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Figure 101. REP/JOB Selection
PLEASE NOTE: STATIONS SETUP AS A SECONDARY COMPASS WORKSTATION

(CLIENT) MUST NOT HAVE A LICENSE FILE PRESENT OR STRANGE BEHAVIOR WILL
RESULT.
The following dialog will appear. Click OK.
Figure 102. .ini Update Notice
Compass should now be launched using Run as Administrator (only for the first launch) and
then log in normally. Once started you can then close Compass and start it normally.
NOTE: If it is required to be able to edit DDC or Displays a drive mapping needs to be

established within Windows that maps back to the Primary Compass Workstation (server)
where a share has been established.
NOTE: For very large sites with numerous displays (2000+), mapping a drive for a Secondary
Compass Workstation (client) in order to edit displays is discouraged for performance reasons.
If this is a requirement it is advised to synchronize display folders between computers/VMs.
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APPENDIX E – CONFIGURING COMPASS TO RUN AS A SERVICE

Compass does not run as a native Windows service, instead it uses Non-Sucking Service
Manager (NSSM).
REQUIREMENTS
• You must be running Windows 10 or later.
• You must be running Compass 1.0 or later.
• You must have Administrator privileges on the local computer because this procedure
installs system software.
• Compass must have auto-login enabled since services need to start without user
interaction. To enable this, go to the Startup/Shutdown tab of the General System Setup
dialog, and check Enable for Auto Login. Then specify a User ID and a Password. This
is the user account that Compass will run under when running as a service.
• Since services must start without user interaction, the welcome dialog that displays at
startup should be suppressed. This can be done by editing the bactalk.ini file that
resides in the Compass installation directory. Under the [BACtalk] group, add the
following line: BYPASS_WELCOME=Y
LIMITATIONS
The default account associated with starting the software as a service is the LocalSystem
account. It is highly recommended that the user is changed to a different one that has the
minimum privileges required to run the application.
Some software features are not available when it is running as a service. These include Editing
Graphic Displays, VisualLogic, ActiveX, Set Rep/Job, and BACtalk Builder. Because of these
limitations, run Compass as an application when you design and engineer jobs, and then run
the software as a service after the job is up and running. If you need to use these features after
setting up the software to run as a service, stop the service (see Stopping the Compass
Service), run the software as an application, make the changes, exit the application, and then
restart the service (see Starting the Compass Service).
ENABLING COMPASS AS A SERVICE

If you want Compass to run automatically when the server is started, you can enable the
software as a service.
Download a copy of the latest release of NSSM (https://nssm.cc/download) and extract the files
(such as C:\nssm)
Use NSSM to create the service, click All Programs, click Accessories, right-click Command
Prompt, and then select Run as Administrator. Within the Command Prompt, navigate to the
NSSM 64 bit executable.
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Type in nssm install CompassService, and then press ENTER.
Figure 103. CMD Prompt
The NSSM service installer will pop up. In the Application tab click on the “…” next to the Path
text field. Navigate to the Compass System directory (default path is
C:\Alerton\Compass\1.0\System\) and select the bactalk.exe.
Figure 104. NSSM Service Installer
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Click the Details tab, type the Display name Compass Service, and type Compass Service
using NSSM as the description. Select Startup type Automatic.
Figure 105. Service Installer Details Tab
Click the Log on tab, select Local System account.
Figure 106. Service Installer Log On Tab
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Go to the Shutdown tab and unselect the Generate Control-C.
Figure 107. Service Installer Shutdown Tab
Click the Exit actions tab, and then type 60000 in the Throttling section. In the Restart section,
select Restart application, and then type 60000 in the Delay restart by text field.
Figure 108. Service Installer Exit Actions Tab
Click Install. Click OK to close the “Service “CompassService” installed successfully!”message.
Start the Compass service (see Starting the Compass Service). Each time the system is
restarted, the software launches automatically.
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DISABLING COMPASS AS S SERVICE

If you no longer want Compass to run as a service, then disable it.
• Select Start > Settings > Control Panel > Administrative Tools > Services. The Services
utility opens.
• Select CompassService.
• Click Action and then click Properties.
• Set Startup type: to Disabled.
The service will not start the next time the server is rebooted.
STARTING THE COMPASS SERVICE

To start the service, use the Control Panel.
utility opens.
• Click Action and then click Start.
STOPPING THE COMPASS SERVICE

During troubleshooting or at other times, you may want to stop the Compass service. The
software will run as a service when you restart the service or when the server starts up.
utility opens.
• Click Action and then click Stop.
This will still allow Compass to run as an application, but will stop the service until you restart it
or reboot the server.
CHANGING THE USER ASSOCIATED WITH THE COMPASS SERVICE

Once the service has been created, to change the user, use Control Panel.
utility opens.
• Right-click and select Properties. Go to the Log On tab.
• Select the This account radio button, enter the user account and password, and then
click OK. (Note that the BACtalk account is just an example, the actual user name can
be anything you want.)
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APPENDIX F – SELECTING AN SSL OPTION

SELECTING AN SSL OPTION
You have these options for SSL implementation:
• Use a commercial SSL certificate

• Use an enterprise SSL certificate supplied by your corporate IT department
• Use a self-signed SSL certificate
• Disable SSL
NOTE: The only difference between an Enterprise certificate and a Commercial certificate is
who signed your certificate. The process is the same for both.
COMMERCIAL SSL CERTIFICATE

Select a certificate authority and familiarize yourself with their certificate issuing process. Many
Certification Authorities (CA) require a specific email address at your domain
(admin@mydomain.org, for example). Consider this requirement when selecting a CA. You will
need to purchase a certificate from a CA. Most CA's web sites include useful information about
using SSL and the process of obtaining a certificate. Another good resource is openssl.org.
ENTERPRISE SSL CERTIFICATE

Suitable for use when the Web server will be accessed from the Internet or intranet by corporate
workstations. Also suitable for workstations that have the specific signer pubic root certificate
installed in their certificate store(s).
Engage your corporate IT professionals to determine if this is an option and to manage

certificates.
This approach provides a seamless experience for corporate users that already have the signer
root certificate in their certificate store. It may require distribution of signer root certificate to non-
corporate workstations
SELF-SIGNED CERTIFICATE
Using a self-signed certificate eliminates the SSL-related warnings encountered when using the
web interface of Compass at the Primary Compass Workstation (Server).
DISABLE SSL
Use this option only if your system is behind a firewall on a closed and trusted network.
Running Compass with SSL disabled is highly not recommended and should only be considered
as a last resort. Web browsers are starting to display a warning when a user visits a site that
isn't using HTTPS, which could be disconcerting to the user and could result in support
inquiries.
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NOTE: LDAP requires SSL to be enabled to allow users to log into the system from a web
browser.
OBTAINING A COMMERCIAL SSL CERTIFICATE

The easiest method to begin the process of obtaining a commercial SSL certificate is by using
the IIS Manager to generate a Certificate Request file to be sent off to a Certificate Authority
(CA).
NOTE: If unsure about this process, it is recommended to use tool provided by the CA of your
choice to ensure you are making the proper request.
Launch the Internet Information Server (IIS) Manager utility. Ensure the correct server is
selected from within the Connections pane. Double-click on the Server Certificates icon.
Figure 109. Internet Information Services (IIS) Manager
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Within the Actions pane, select Create Certificate Request.
Figure 110. Create Certificate Request
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Input the Distinguished Name Properties and click Next (NOTE: “Common name” is your
FQDN)
Figure 111. Distinguished Name Properties
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Choose a cryptographic service provider and bit length and click Next.
Figure 112. Cryptographic Service Provider Properties
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Specify a file name and location for the request. Click Finish.
Figure 113. Write Certificate Request to File
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A quick review of the file output reveals a txt file like the following:
Figure 114. Contents of the Certificate Request
Once a response has been received from the CA, on the same computer/VM the request was
made perform the following steps.
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Launch IIS Manager. Ensure the correct server is selected in the Connections Pane. In the
Actions Pane select Complete Certificate Request.
Figure 115. Complete Certificate Request
Select the file returned by the CA, provide a friendly name, select Personal for the certificate
store for the new certificate and click OK.
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Figure 116. Specify CA Response
Note that in addition to specifying the Certificate Authority Response you may need to install
one or more intermediate certificates. If this is necessary, then the Certificate Authority will
provide full instructions.
After ensuring that all required intermediate certificates are installed, then return to the IIS
Manager Server Certificates display and select the installed certificate for export:
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Figure 117. IIS Manager Server Certificates
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Choose name, location and password for the .pfx file you are exporting and click OK.
Figure 118. Export Certificate
Launch the configuration tool and enter the LocalAdministrator password, and then, when the
main window is displayed, click on Install Certificate.
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When the dialog box is displayed select the .pfx file you have previously exported, enter the
friendly name and the password and click Import. Note it is not necessary to check the Also
Import into Trusted Root checkbox for a certificate purchased from a Certificate Authority.
Figure 119. Config Tool Import Certificate
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APPENDIX G – CONFIGURING COMPASS TO CONNECT TO A SQL SERVER

USING A NON-STANDARD PORT
Installations of Compass may be required to connect to an already present SQL Server using
SQL Authentication but is utilizing a port other than 1433 as provided by the SQL DBA or IT
Department.
When connecting to the SQL Server in question, using SQL Authentication, append the non-
standard port number to the name of the server connecting to.
NOTE: When using SQL Authentication, the database must already be created and the login
name and password established ensuring that login is the owner of the database. See the SQL
DBA or IT Department for assistance in creating.
In this example of a conventional job, port 8384 is appended to the server name entry:
SQLSERVER\SQLEXPRESS,8384
Figure 120. SQL Conventional Job, Alternative Port Number
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In this example of an enterprise job, port 8385 gets appended to the server name entry:
SQLSERVER ,8385
Figure 121. SQL Enterprise Job, Alternative Port Number
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APPENDIX H – IMPACTS OF COMPASS AS A BBMD

When the BBMD capability was added to Compass, a Device Cache was implemented. The
Device Cache contains a list of all devices and their respective net-mac address and is used to
inform the Niagara portion of Compass of the devices in the system. The Device Cache was
created to reduce the amount of Who-Is traffic broadcast across the entire BACnet internetwork
when the Niagara station starts as well as when Niagara does this periodically. The Device
Cache is built automatically when a Device Scan is performed, and the results saved to the
Device Manager table. If a known device’s net-mac address is changed, its Device Cache entry
becomes invalid resulting in data from the device showing either <NR> or an incorrect value, i.e.
displayed point value is read from another device.
Should an entry in the Device Cache become invalid, there are three methods to correct:
1. Perform a device scan within Device Manager and save the results.
2. Run Repair Device Cache from the Advanced tab within Device Manager – this will
rebuild the Device Cache for all devices.
3. From within the Web User Interface, using the Reinitialize Device icon from the vertical
menu on the left. This allows for the reinitialization of a single device and does not
require one to be at the Primary Compass Workstation (server).
NOTE: Another use case for the use of the Reinitialize Device icon is when the state text values
of a Multi-State Value object are updated, and it is not desirable to wait the 60 seconds for the
update to become effective.
Possible error messages observed within the Web User Interface should a device’s Device
Cache entry become invalid, its cause and resolution:
Symptom Cause Resolution

No Entry Appears if the device is not in Device Manager. Perform a Device Scan >> Save
results to table
Limit Exceeded Appears when the number of devices in the Restart Compass
Niagara Device List is greater than the Compass
License device limit. This can happen when adding
and deleting devices in Device Manager and
viewing those devices in the Web User Interface.
This can also happen if a net-mac address is
swapped with a device that already exist within
Device Manager.
IMPORTANT! TO ENSURE ALIGNMENT BETWEEN DEVICE MANAGER AND THE NIAGARA

DEVICE LIST IT IS STRONGLY RECOMMENDED THAT WHEN DEPLOYING NEW DEVICES
TO A JOB, I.E. ADDING/DELETING DEVICES, RENUMBERING DEVICES, CHANGING NET-
MAC ADDRESSES; THE FINAL STEPS BE… RESTART COMPASS >> PERFORM A DEVICE
SCAN >> SAVE RESULTS TO TABLE.
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APPENDIX I – TROUBLESHOOTING
CERTIFICATE DOES NOT INSTALL TO NIAGARA CERTIFICATE STORES
ISSUE:
Install certificates does not install certs into the Niagara certificate stores. Something prohibits
the importing of the certificates into the Niagara certificate stores and instead sets the certificate
to “Allowed Hosts”; in this state, it will not work.
SYMPTOM:
Figure 122. Top Display Oops Error
Typical symptom is when doing View / Top Display, browser launches but Compass comes up
with statement that Compass is not running.
You may also see entries within the NBTlog.txt file similar to the following:
ERROR [17:46:49 04-Apr-18 PDT][web.server] HTTPS server failed to start on port [446]
invalid server certificate requested
ERROR [17:46:50 04-Apr-18 PDT][crypto] No trusted certificate found
WORKAROUND:
Create a user named “Admin” and set its password – that is all that is needed. Do not set a
security level or assign to any group.
In General System Setup, beneath the SSL and LDAP tab, click the Certificate Manager button.
Use this newly created account to login to the Certificate Manager.
Review the tabs for Key Store and Trust Store and the certificate is likely not there. Review of
the Allowed Hosts tab should reveal the entry.
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Remove the certificate from the Allowed Hosts tab.
Close Compass.
Launch the Config Tool, repeat only the install Certificate step done before using the same
certificate. Upon successful install, exit the Config Tool – do not perform any other action.
Re-Launch Compass, View Top Display should now be functional.
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IIS: DEFAULT WEB SITE MUST BE REMOVED/DISABLED BEFORE STARTING COMPASS

ISSUE:
A port conflict may exist if the default website is present for an IIS installation that was installed
prior to the installation of Compass.
During a fresh installation of Compass, IIS will be installed as part of the prerequisites.
Compass is set by default to run at port 80. If IIS was installed prior to Compass being installed,
its default web site will already be bound to port 80. You must resolve this conflict before
Compass can run. (REF #KERMI-9618) (REF # KERMI-9622)
SYMPTOM:
Attempts to install Compass results in a warning message that a port conflict exists.
RESOLUTION:
There are several possible resolutions to this issue, choose the one that best suits your
situation.
Option 1: Alter the port binding of the default web site within IIS Manager setting it to an
alternative port that isn’t planned to be used by Compass.
Option 2: Stop the default site from running. This option may also require that the port
binding be changed prior to disabling the site.
Option 3: Delete the default web site. This should be the last option tried if there is any
uncertainty regarding the use of the default site.
NOTE: The Compass Config Tool will automatically remove the default site from an IIS
installation that it performs. The above necessary steps are only required when a pre-existing
IIS installation is present.
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WINDOWS DRIVES MAPPED USING A LOCAL USER ACCOUNT ARE NOT VISIBLE IN THE
COMPASS CONFIG TOOL
ISSUE:
When a user maps a drive, Windows only allows the user who mapped the drive to see it.
However, the Configuration Tool runs with elevated privileges, which is a different user account
than the one who created the mapped drive. This means that the user must select the UNC file
path instead of the mapped drive.
SYMPTOM:
Using the Compass Config Tool, attempts to reference any mapped drive for a field input may
result in the drive not being listed. Example: The rep/job path for a Primary or Secondary
Compass Workstation. (REF #KERMI-9933)
WORKAROUNDS:
Option 1: Use Universal Naming Convention (UNC) syntax for providing the path to the rep/job
Example: \\HostName\SharedFolder
Figure 123. UNC for REP/JOB Location
Option 2: Update the Registry to allow sharing mapped drives across user accounts.
Resources:
Microsoft: Mapped drives are not available from an elevated prompt when UAC is configured to
“Prompt for credentials” in Windows
Microsoft: Programs may be unable to access some network locations after you turn on User
Account Control in Windows Vista or newer operating systems
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BACKUP CANCELLED MESSAGE

ISSUE:
When attempting to perform a job backup, upon clicking the “Backup” button, results in
immediate Backup Cancelled message.
SYMPTOM:
Backup cancelled message. (REF #KERMI-8271)
CONDITIONS:
We have identified several different conditions where this issue might arise.
Condition1:
Enterprise Job that was converted from a Conventional database configuration. Enterprise
configuration with Compass on one machine, SQL Server running on another.
• SQL Server running on remote PC – not local.

• SQL Express is still installed locally and the conversion to an Enterprise Job results in
the connection string being altered (manually) to reflect this change. However, Compass
still apparently wishes to reference in some way the SQL Express installation.
Resolution1:
Delete the [Express] stanza and the lines beneath it (up to the next stanza) from the profile.ini of
the REP/JOB.
NOTE: This appears to only affect configurations as noted above and so far, only upgraded –
not fresh installations.
###
Condition2:
Conventional job that was upgraded on another PC, a backup performed, then restored to the
new or upgraded PC.
The file ownership of the REP\JOB\database\REP JOB.bak file is owned by another non-
existent user and thus the service account used by SQL Server is unable to overwrite it due to
the lack of authority to do so.
Resolution2:
Once the backup has been restored and data validated to be sound within the running system,
delete or rename the C:\Alerton\Compass\1.0\<REP>\<JOB>\database\REPJOB.bak file in the
REP/JOB folder.
###
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Condition3:
Conventional job with SQL Express installed locally. Through a Group Policy deployment or
other means, the file level permissions to the Alerton\Compass\1.0\REP\JOB folder structure
has been changed and the “Authenticated User” either removed or permissions changed from
MODIFY (M) to READ (R) or READ/EXECUTE (RX). A quick run of “iCACLS
C:\Alerton\Compass\1.0” should reveal any negative changes to the file or folder permissions.
Figure 124. ICACLS Output
Resolution3:
1. Open a File Explorer window and traverse the file system until you get to the
installation location of Compass – typically C:\Alerton\Compass\1.0
2. Highlight the REP folder for the REP\JOB in question. Right-click and select
Properties.
3. Select the Security tab and select Authenticated Users in the Group or user names
window.
4. Click the Advanced button.
5. On the permissions tab of the Advanced Security Settings window, click the Add
button beneath the Permission entries box.
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Figure 125. Directory Access Privileges
6. Click on the Select a principal link.

7. Type in Authenticated Users in the Enter the object name to select window.
8. Click the Check Names button. If the object is found, it will turn into a hyperlink in
the window.
9. Click OK.
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Figure 126. Permission Entry, Select a User
10. Back at the Permission Entry window, ensure for the Authenticated Users principal
that the type is set to Allow and Applies to is set to This folder, subfolders and files.
Next, ensure the basic permissions is set to Modify which would mean Modify, Read
& execute, List folder contents, Read, & Write should all be checked.
11. Click OK.
Figure 127. Basic Permissions
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12. Back at the Advanced Security Settings window, click the Enable inheritance button
and ensure the check box is checked for “Replace all child object permission
entries…”
13. Click Apply.
14. A Windows Security dialog will appear warning of the change in settings regarding
inherited permissions. Click OK.
15. Again, back at the Advanced Security Settings window, Click OK.
Figure 128. Enable Inheritance
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Compass 1.6.

Configure web sites ............................................................................................................................. 59

Commercial SSL certificate ............................................................................................................... 103

ABOUT COMPASS 1.6.4

ABOUT THIS GUIDE

WHAT’S NEW IN COMPASS 1.6.4

Compass Licenses*** Number of Operating System/ Browser/ Visio CPU Memory**

COMPASS-1-ENT up to 3000* 64-bit OS required Eight-core 32GB

COMPASS -1-LG up to 450 MS-SQL Server 2017 Quad-core 16GB

COMPASS INSTALLATION OVERVIEW

PRIMARY COMPASS WORKSTATION (SERVER)

SECONDARY COMPASS WORKSTATION (CLIENT)

COMPASS UPGRADE PROCESS

Figure 1. Compass Upgrade Flowchart

COMPASS NEW INSTALLATION PROCESS

Figure 2. Compass New Install Process Flowchart

COMPASS CONFIG TOOL INSTALLATION PROCESS

Allow Config Tool to Compass and New Install or

Configure SQL Configure BACnet

Press Apply to Run Verify and Fix

Figure 3. Compass Config Tool Installation Process Flowchart

New Installation process

Upgrade Installation process

Have the system information given below:

Check if the install is Typical or Custom:

LDAP domain - Contact IT department for this information.

Identify the appropriate authentication method to be used. See Appendix A – Windows

Figure 4. Windows Settings

Figure 5. Windows Apps & Features - Uninstall or Modify

Figure 6. Compass Uninstall Warning

Figure 7. Refresh button in Programs and Features

Figure 8. Setup.exe from root of mounted ISO image

Figure 9. InstallShield Welcome

Figure 10. Compass Prerequisite Software Check

Read the Readme, click Next

Figure 11. Compass Readme

Figure 12. Alerton User Agreement

Click Next to accept the default Typical setup type.

Figure 13. Installation Type Selection

NOTE: If you require installation of Compass to a location other than C:\Alerton\Compass\1.0,

Click Install to proceed with the installation

Figure 14. Begin Installation Dialog

Figure 15. Successful Installation Dialog

UPGRADING THE PRIMARY COMPASS WORKSTATION (SERVER)

Figure 16. Compass Restore Utility Menu Selection

Click Browse to navigate to the backup file you want to restore.

Figure 17. Compass Restore Rep/Job Dialog

Figure 18. Compass Restore Rep/Job - Restore Options

Figure 20. Rep/Job restore complete

COMPASS WORKSTATION CONFIGURATION

IMPORTANT NOTE: ENSURE YOU HAVE AN ACTIVE INTERNET CONNECTION

Figure 21. Compass Config Tool menu item

SET THE LOCALADMINISTRATOR PASSWORD

Figure 22. Set LocalAdministrator password dialog

PRIMARY COMPASS WORKSTATION (SERVER)

Figure 23. Compass Workstation Type Dialog

Figure 24. Config Tool - Prerequisites Not Installed Notice

INSTALL NIAGARA LICENSE FOR A NEW JOB

Figure 25. Compass License Installation

INSTALL SQL EXPRESS

Figure 26. Install SQL Express from Actions Menu

Figure 27. Directory Selection for Extraction of Installation Files

Figure 28. Setup begins

Compass Licenses* Number of Operating System/ Browser/ Visio CPU Memory