Installation and Configuration Procedure to Install Computer Aided Earthmoving System (CAES) Office Software on a Windows 7 PC {7620} Caterpillar

Installation and Configuration Procedure to Install Computer Aided Earthmoving System (CAES) Office Software on a Windows 7 PC {7620}

Usage:

- 2TZ

Machine Control & Guidance Products: CAES ULTRA (S/N: 2TZ1-UP)

Introduction

This Special Instructions describes the installation and configuration of Computer Aided Earthmoving System (CAES) v3.2.3 onto a PC running Windows 7. This version includes installers for the following:

CAES Office Suite v3.2.3

Do not perform any procedure in this Special Instruction until you have read the information and you understand the information.

Important Safety Information

Set the parking brake.
Shut the engine OFF before installing the CAESultra software.

Work safely. Most accidents that involve product operation, maintenance, and repair are caused by failure to observe basic safety rules or precautions. An accident can often be avoided by recognizing potentially hazardous situations before an accident occurs.

A person must be alert to potential hazards. This person should also have the necessary training, skills, and tools to perform these functions properly.

Safety precautions and warnings are provided in this instruction and on the product. If these hazard warnings are not heeded, bodily injury or death could occur to you or to other persons. Caterpillar cannot anticipate every possible circumstance that might involve a potential hazard.

Therefore, the warnings in this publication and the warnings that are on the product are not all inclusive. Ensure that any tool, procedure, work method, or operating technique you use that is not recommended by Caterpillar is safe.

Ensure that the product will not be damaged or the product will not be made unsafe by the operation, lubrication, maintenance, or repair procedures used.

Ground the equipment. Improper grounding will result in electrical current paths that are uncontrolled and unreliable. Uncontrolled electrical circuit paths can result in damage to the equipment. Uncontrolled electrical circuit paths can also cause electrical activity that may degrade the electronics and communications. Ensure that all grounds are secure and free of corrosion

Authentication Codes

To install the v3.2.3 of CAES Office Suite, use the authentication codes that are supplied with the v3.2 CDs.

Note: If you do not have the original authentication codes that came with the CD, call CAES registrations to obtain security keys for the new system.

Security Keys

For new installations, installers are required to obtain v3.2 security keys.

For upgrades from v3.1 versions, installers are required to obtain v3.2 security keys.

Reference: If you do not have a v3.2 CAES Office Suite CD, use the tables in the “Parts List” section to find the CD part number. Use the part number to order the CD from a Cat dealer.

Note: For upgrades to existing v3.2 versions, use the same v3.2 security keys that enable the current installations of software.

System Requirements

The minimum system requirements for a computer that is running the v3.2 CAES Office Suite are listed below:

A new office PC (Serial Number of the PC must be supplied prior to software order).
Processor required is Pentium IV or equivalent processor.
Operating system is Windows 7, 64 bit.

Note: Windows 8 and Windows 10 are not supported.

Full administrative rights required.
Two internal Network Cards required, if connected to a local network.
Required RAM memory is 1GB or larger.
500 GB or larger Hard Drive.
Ethernet port required for IP installation.
UPS battery backup up to 4-6 hours.
Surge protection is required.
Standard 101 key keyboard is required.
Pointing device required is mouse or any .
Non-networked pc require a data back up device (external hard or jump drive).
Microsoft office installed in the PC with PowerPoint, Word, and Excel.
Printer is required.

Note: The system requires that users have full permission to the "C:\Program Files\Caterpillar" directory. This requirement is also for Remote Client computers.

Note: The system requires that users have full permission to the "HKEY_LOCAL_MACHINE\SOFTWARE\Caterpillar" registry path. This requirement is also for Remote Client computers.

Network Cards

The built-in LAN should be left alone for the site IP address.

Rename the "Add On NIC" to "CAES" and configure the IP address as listed below:

Click "Start" and next click "Control Panel" and then click "Network and Sharing Center".
Click "Change Adapter Settings" in the right pane.
Right-click the second NIC card and rename to CAES. Right-click again on the "CAES NIC" card and choose "Properties".
Find the "Internet Protocol" version 4 (TCP/IPV4) in the list, highlight it, and click the "Properties" button below.
Click "Use The Following IP Address" and enter the following numbers in the corresponding fields:
IP address : 10.10.10.100
Subnet mask : 255.255.255.0

The remaining fields will remain empty.

Disable Firewall

Perform the below steps to disable the firewall:

Click "Start" and then click "Control Panel".
Now click "Windows Firewall" and click "Disable" option.

Turn Off Windows Updates

Perform the below steps to turn off windows updates.

Click "Start" and then click "Control Panel".
Click "Automatic Updates" and click "Turn off Automatic Updates".

WinPcap Install

Perform the below steps to install WinPcap:

Locate the WinPcap installer, double-click the application to launch the installer.
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In the WinPcap home screen, click "Next" button to begin the WinPcap installation.
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Click the "Next" button again.
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To accept the license agreement, click the "I Agree" button.
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Now click the "Install" button.
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Click the "Finish" button to complete the WinPcap installation.

Oracle Database 10g XE Installation

Perform the below steps to install Oracle Database 10g Express Edition:

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In the home screen click "Next" button to begin the Oracle database 10g XE installations.
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To accept license agreement, click "I accept the terms in the license agreement" option and click "Next" button.
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Click the "Next" button to accept the default installation location.
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Enter the Oracle password "caes" in both "Enter Password" and "Confirm Password"locations, then click "Next".
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Now click the "Install" button.
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Make sure that the "Launch the Database homepage" check box is checked. Then click the "Finish" button to complete the Oracle database 10g XE install.

Batch File Installation

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To install CAES Office Suite 3.2.322 in a windows 7 64 bit machine, a batch file named "CAES_Win7 64bit_3.2.322_batch" is used.

This batch file has commands to perform the following:

To create the Oracle user.
To create the Data Source Name (DSN).
To create the "C:\Program Files\Caterpillar" folder, if not already present.
To assign ownership of "C:\Program Files\Caterpillar" to the user currently logged in.
To give full control permission of "C:\Program Files\Caterpillar" to the user currently logged in.
To start CAES Office Suite 3.2.322 installation package.

Steps to Run the Batch File

Follow the below steps to run the batch file:

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Copy the batch file (CAES_Win764bit_3.2.322_batch), registry file (AddDSNreg), and SQL file (Oracle_user_creation.sql) into the folder which contains the set-up file (CAESOfficeSuite_Setup3.2.322), as shown in Illustration 13.
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Note: Ensure that the batch file, registry file, and SQL file are located along with the setup file (CAESOfficeSuite_Setup3.2.322) in the same folder before proceeding to step 2.
Right-click the batch file and click "Run as Administrator".
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Click "Yes" on the dialog box to start the installation.
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Next the command window prompts for the username as shown in Illustration 16.
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Enter "SYSTEM" for the username and press "Enter".
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The command window next prompts for the password.
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Enter "caes" for the password and click "Enter".
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After entering username and password, the oracle user will be created.
Note: If the command prompt dialog indicates that any of the jobs failed, rerun the batch file, ensuring that the "Run as Administrator" command is being used.
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Next, commands to create the Caterpillar folder, set permissions, and ownership are executed as shown in Illustration 21. Next, the installation of the CAES Office Suite starts (installation may take few seconds to start).

Installation Procedure of CAES Office Suite v3.2.3

Follow the below steps to install the CAES Office Suite v3.2.3.

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In CAES Office Suite home screen enter "Next" to begin the CAES Office Suite installation.
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Accept the terms of the license agreement and select "Next".
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Serial number screen will pop up. Enter "Serial number" (320F-TEST) and "Authorization Key" (237CA7B6) from install CD and click "Next".
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Now, select setup type as "Custom" and click "Next".
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Click "Change" to choose destination location.
Note: Do not install CAES Office Suite in "C:\Program Files (x86)". This location is the default location.
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To choose the correct directory path, use the scroll bar and scroll up to "OSDisk (C:)".
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Select "OSDisk (C:)".
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The "C:\" will populate folder path.
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Next scroll down to "Program Files".
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Double left click "Program Files".
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In "Program Files" folder, select "Caterpillar" folder and click "OK".
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The CAES Office Suite will now be installed in "C:\Program Files\Caterpillar". Now click "Next".
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In the "Select Features" screen, uncheck all the boxes for "CAT Tools".
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Select the radio network type as "IP - Broadband (FTP)" and click "Next".
If Oracle database is not installed, click "Install Oracle Instructions" and click "Next".
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Then, select "Install".
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This procedure may take few minutes to load.

Configuration Toolbox Install

Follow the below steps to install the configuration toolbox:

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In the "Configuration Toolbox Setup" home screen, click "Next".
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Select "Yes".
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Select the destination installation folder as "C:\Program Files (x86)\Trimble\Configuration Toolbox" and click "OK".
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Ensure that the pathway of the destination folder is correct and select "Next".
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Press "Next".
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Select the "Program Folders" and click "Next". This action will take a few seconds to load.
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Click "Yes" now.
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Select "Finish", configuration toolbox is now installed.
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Once configuration toolbox is installed, click "Finish".

CAT Tools Install

Use the following procedure to install CAT Tools.

Double-click the "CAT Office Software 6.6.1.920 Setup.No Path Loc.exe".
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Click "Next".
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Click "Install". This action may take a few minutes to load.
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Select the applicable language. Click "OK".
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Click "Next".
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Now select the components to install, click "Next".
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Click "Browse" to choose destination folder.
Note: Do not install the software in the "C:\Program Files (x86)\Caterpillar" folder.
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Select the destination folder as "C:\Program Files\Caterpillar" and click "Install". This action may take few seconds to load.
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When the installation is complete, click "Next".
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Click "Finish".
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To complete the installation of CAT Tools, select "Yes, restart the computer now" option, and click "Finish". The PC will now reboot.

Configuring CAES Office

Follow the steps below to configure CAES Office:

CAESoffice Registration Keys

Use the following procedure to enter the registration keys for CAESoffice:

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Click "File" and then click "Registration".
The "CAESoffice Registration" dialog appears. Enter the registration keys that were provided.

Setting System Settings

Use the following procedure to configure the site settings:

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Navigate to File > System Settings. Populate the following information.
- Set the "METS Directory" to "C:\Program Files\Caterpillar\METSmanagerDATA\metsdata\".
- Set the "CAES Data Directory" to "C:\Program Files\Caterpillar\CAESofficeData\".
- Set the "Display Units" to "US ft".
Once all the settings are entered, click "OK".

Configuring a Design Checker Window

Use the following procedure to Create a Design Checker Window:

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Create the elevation design window. Navigate to the following, Window > New > Plan > Elevation > Design. Select "Display", then press the "OK" button.
Create a profile window. Navigate to the following, Window > New > Profile. Select "Display", then press the "OK" button.
Create a profile window without heading. Navigate to the following, Window > New > Profile. Select "Display", uncheck the "Profile along heading" then press the "OK" button.
Create a digital window. Navigate to the following, Window > New > Digital. Select "Display", press the "OK" button.
Save the window configuration, navigate to File > Save Windows. Name the file "Design Checker" and press "Save".

Configuring a Compaction and Grade Window

Use the following procedure to create a compaction and grade window:

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Create the compaction window. Navigate to the following, Window > New > Plan > Compaction. Select "Display", then press the "OK" button.
Create the grade window. Navigate to the following, Window > New > Plan > Grade. Select "Display", then press the "OK" button.
Create a profile window. Navigate to the following, Window > New > Profile. Select "Display", then press the "OK" button.
Create a profile window without heading. Navigate to the following, Window > New > Profile. Select "Display", uncheck the "Profile along heading" then press the "OK" button.
Create a digital window. Navigate to the following, Window > New > Digital. Select "Display", press the "OK" button.
Save the window configuration, navigate to File > Save Windows. Name the file "Compaction and Grade" and press "Save".

Configuring METSmanager

Use the following procedure to configure METSmanager.

Launch the METSmanager application.
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After METSmanager launches, the security screen will open as shown in Illustration 61.
To get the "Authorization Code" and "Authorization Key", contact the CAES Keys and Codes office at 1-888-223-7539.
Note: Contacting the CAES Keys and codes office requires Machine Shipping Order/Parts Shipping order (MSO/PSO).
Enter the keys, click the "OK" button when the "Authorization Code", and "Authorization Key" have been entered.

Configuring a Machine in METSmanager

Collect the below mentioned information before the addition of any new machine:

Collect Navigator Display Serial Number.
Collect CAES Authorization Codes and Keys for each display from the CAES Keys and Codes Office at 1-888-223-7539.
Collect each machine "Measure-up" measurement.

Once all the information collected, follow the steps below to configure a machine in METSmanager:

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Right-click on the "Machines" window and select "New machine".
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Click "OK" on the "TNR Setup" pop-up. This window may not pop up. If not, proceed to the next step.
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Enter the site-specific data in the "New Machine: General" window and click the "Next" button.
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Enter all the information in the data fields. Check that "Touch screen display type" is selected and then click "Next" button.
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Enter all machine measure-up data into the appropriate data fields and select "Next".
Note: If the newly added machine is a compactor, then the "GPS y" measurement will always be a negative number.
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Now adjust the "Operational Parameters" and click the "Finish" button.
Next create the "Bounding Region Template" by following below steps. A "Bounding Region Template" is required for every site and encompasses the entire landfill.
1. Within METSmanager click the "Site" tab and select "Edit Bounding Region Templates…".
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2. Create a "Bounding Region" using the "Bounding Region Templates" pop-up.
3. Select the "New" button in the "Template" area and name the template after the site name (Example: "Landfill ALL" or "Power Plant ALL").
4. Select "Bounding Box" and select "OK". This action can be accomplished by selecting the "Lower Left" and "Upper Right" coordinates of the site.
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Within METSmanager click the "Site" tab and select "Edit Bounding Region Templates…".
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Select the "New" button in the "Template" area and name the template after the active cell name.
Select "Bounding Box" and select "OK". This action can be accomplished with the "Lower Left" and "Upper Right" of the "Active Cell" which are working in. This method will aid in getting the correct information for the volume calculation.
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Next, edit the "Group Settings". Within METSmanager click the "Site" tab and select "Edit Groups".
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Within "Edit Groups" click the "Edit…" button.
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Within the "Group Details" window, make sure that the "Bounding Region" is set to the "Active Cell" then click the "Advanced…" button.
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Within the "Advanced Group Details" window, select "Multicast Listen" and "Address" should be "239.1.1.100". The "Port" is "13000", select "OK" to save settings (A total of four "OK’s").
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Next create the "Terrain Export Template" by clicking the "Site" tab and select "Edit Terrain Export Templates…" within METSmanager.
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Create a template in the "Template" area. Click the "New" button and create a template called "1M ALL Site Name". Match the site settings with the information as given in Illustration 77, click "OK" to save settings.
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Create a second "Terrain Export Template" by clicking the "Site" tab and select "Edit Terrain Export Templates…" within METSmanager.
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Now Create a new template in the "Template" area. Click the "New" button and create a template called "10M ALL Site Name". Now match the site settings with the information as given in Illustration 79, click "OK" to save settings.
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Now edit the "Terrain Data Export Schedule" by clicking "Site" tab and select "Edit Terrain Data Export Schedule…" within METSmanager.
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Make sure that the sites settings match with the information as given in Illustration 81 and click "Edit Default Schedule" button.
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Within the "Edit One Schedule - Default (Terrain Data Export)" window click the "Add" button.
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Check to make sure that the sites settings match with the information as given in Illustration 83.
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Next add another "Terrain Data Export Schedule". Within the "Edit One Schedule - Default (Terrain Data Export)" window click the "Add" button.
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Check to make sure that the sites settings match with the information as given in Illustration 85.
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Next add third "Terrain Data Export Schedule". Within the "Edit One Schedule - Default (Terrain Data Export)" window click the "Add" button.
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Check to make sure that the sites settings match with the information as given in Illustration 87.
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Now go back to "Monday’s 5:00am" and select "Original Elevation" drop box.
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The completed schedule look like as shown in Illustration 89.
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Next create the "Productivity Requests Schedule" by going to the "Site" tab and select "Edit Productivity Requests Schedule…" within the METSmanager.
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In the "Edit All Schedules (Productivity Requests)" window, click the "Edit Default Schedule" option.
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Within the "Edit One Schedule – Default (Productivity Requests)" window click the "Add" button.
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Within the "Add Schedule Entry" window, create entries for Monday 06:00 AM, 10:00 AM, 13:00 PM, 16:00 PM, and select "Copy Monday to other days".
Click the "OK" button to save and close open windows.

CAT 2DB Configuration

Reference: Special Instruction , REHS5548 , "Installation of the v3.2.3 Software for CAES".

Follow the below steps for CAT 2DB configuration:

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Right-click on the "CAT 2DB Service" icon and select "Stop CAT 2DB".
Right-click the "CAT 2DB Service" a second time and select "Configuration" to configure the database structure and schema.
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In the "DSN" drop-down select the newly created Oracle Data Source (if not shown, restart PC). User name and password are "caes". Select "Test Connection" button, once successful select "OK" twice.
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Now right-click the "CAT 2DB Service" icon and select "DB Script Executor".
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The "DB Script Executer" window will open. The Oracle database does not contain any data. Select "Application V1.2.0 – (Oracle) Installation" in the "Action" area and then click the "Execute Action" button. Select "Yes" to the "CAT 2DB Monitor" prompt.
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Next select "CAES v4.0.0 – (Oracle) Installation" in the "Action" area and "office_weight_format" in the "Parameters" area and then click the "Execute Action" option. Select "Yes" to the "CAT 2DB Monitor" prompt.
Close "DB Script Executor" after execution of actions is successful.
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Right-click the "CAT 2DB Service" icon and select "Configuration".
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In "CAT 2DB configuration" window, select the "Folder" tab, change the "File Pattern" to, "*.prod" and then click "Add Folder Pair" option.
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Next, create the "Office Productivity" folder pair. Browse "Office Productivity" folder in "metsdata". For path information, refer to Illustration 101.
Note: If the "archive" folder is missing, the CAES Champion must create the "archive" directory and all other folders located within highlighted area as shown in Illustration 102.
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Follow the same procedure to add folder pairs for all CAES equipped machines. Create "Folder Pair" for all CAES equipped machines. Browse to machine folder in "metsdata". For path information, refer to Illustration 103

CAT Configurator Setup

Follow the below steps for CAT configurator setup.

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Click the "Start" Menu button browse to "All Programs" then select "Caterpillar", then click "CAT Configurator".
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Now click "File" menu and select "Connect to Database".
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Select site "DSN" and then enter "caes" for both "User" and "Password" option. Click "OK" now.
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Go to "Schemas", then go to "CAES", then go to "Scheduling", and double-click "Crew" and select "Crew/Add" button.
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Type "Crew A" and select "OK".
Close the "CAES: Schedule Crew Editor" window and "Save" changes.
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Go to "Schemas", then go to "CAES" and then go to "Scheduling", and double-click "Roster".
Change "Shift Length" to "24:00", then select "Crew a", from the "Crew List", select the right arrow button and select "Save Roster" button.
Next, type in "Roster A" and select the "OK" button, then click the "Exit" button to close "CAES: Roster Editor".
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Now again go to "Schemas", then "CAES", then go to "Scheduling", and double-click "Schedule". Click "Create Schedule" and select "Roster A" from drop-down menu, then select the "To:" date and time. The "To:" date must be 10 years in the future.
Select "OK", then "Exit" to close the "CAT Configurator".
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Right-click on the "Cat 2DB Service" icon in the lower right corner. Select "Start Cat 2DB", then select "OK".

CAT Editor Setup

Follow the below steps for CAT editor setup:

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Click the "Start Menu" button, browse to "All Programs", then select "Caterpillar" and launch the "CAT Editor".
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Now select "File" menu, and click "Connect to Database".
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In "Database Connection" select site "DSN:" name, then enter "caes" for both "User" and "Password", then click "OK".
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Next, select the "Tools" tab and click "Options...".
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In "Options..." window, select the "Units" tab, then select "yd3" from the "Volume Unit" drop-down and select "OK". Now exit the "CAT Editor".

CAT Reports Setup

Follow the below steps to set up the CAT reports:

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Go to "Start" menu, select"All Programs", and click "Caterpillar", and select "CAT Reports".
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Now select "Tools" tab, then "Options...".
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Select site "DSN:" from the drop-down, enter "caes" for "User" and "Password" both. Select "Database Type" as "ORACLE" and click "Test Connection" option.
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Click "OK" after the connection is successfully established.
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Now click "Units" tab in "Options" window.
Set "Local Units" to "US Feet", "Database Units" to "Metric" and "Time Units" to "Second". Click "OK" to save settings and close "CAT Reports".
Note: Never modify this setting.