Bluetooth Operator ID and Machine Security System (MSS) Caterpillar

Reading the Operators ID

The Machine Security System (MSS) must identify a valid passcode, Bluetooth key fob ID, or Cat App: Fleet management mobile application ID.

When the engine start ring is turned to the ON position, the MSS will check the ID of any key fob or mobile application. If the ID matches a key ID stored in the MSS ECM, the critical ECM functions are enabled. An enable message is also sent via the Cat^® data link or J1939 data link to the other ECMs on the machine. The machine will operate normally.

Note: If the MSS ECM has failed or has been removed, the critical machine operations controlled by the other electronic control modules will not operate.

Armed

When the MSS is armed, critical machine functions are disabled. The MSS disables the power that is supplied to each component that is powered by the output drivers. The machine will not be able to operate normally.

There are two states of operation within the "armed" mode:

Engine Start Ring Position OFF - When no power is applied to the MSS, the MSS will default to the "armed" state. When power is applied to the MSS and the grace period has expired, the MSS will return to the "MSS Armed" state.

Engine Start Ring Position ON - When the engine start ring is first moved to the ON position, the system attempts to detect a Bluetooth key ID or mobile application ID. The ECM will continue reading until a valid key ID is read or a passcode is entered. If a valid key ID or passcode is not read, the MSS status indicator will remain red and the MSS remains armed.

Disarmed

When the MSS is disarmed, normal machine operation is allowed. A message is sent to the other machine ECMs over the Cat data link or J1939 data link. The machine will be able to start. The green LED on the status indicator will illuminate.

There are multiple ways to disarm the MSS:

• Use a valid passcode

• Use a valid Bluetooth key fob

• Use the Cat App: Fleet management mobile application

• Use the Cat^® Electronic Technician (Cat ET) Service Tool to configure the bypass schedule to allow machine operations during scheduled periods of time during the week.

Grace Period

After a machine has been started successfully, the operator will have a grace period after the machine is turned OFF before the MSS is automatically armed. The operator is not required to arm the system manually.

During the grace period an operator can start the machine without a key ID or passcode. When the grace period expires, the MSS will rearm automatically.

If the MSS is unable to read a key ID, the system will remain armed. If the MSS identifies a key with an invalid key ID, the system will remain armed.

The grace period for a machine can be configured with the Cat ET if a master level account is available.

Navigating the User Interface Touchscreen Display

Illustration 1	g06210561
Startup sequence screens

The display will start up automatically after turning the battery disconnect switch to the ON position. The screen will prompt the operator to turn the engine start ring to the ON position. When the engine start ring is turned to the ON position, the display will navigate to the passcode entry screen.

If the battery disconnect switch is ON and the operator has not turned the engine start ring to the ON position, the display will time out after 1 minute. If the engine start ring is turned ON while the display is OFF and the battery disconnect switch is still ON, the display will boot up and navigate to the passcode entry screen.

Note: Avoid touching the screen with your fingernails or sharp objects.

The access level assigned to the operator can limit or expand the amount of freedom the user has to manage the system. The following paragraphs explain access levels.

There are three levels of operator access recognized by the touchscreen display. The following levels are available:

• Guest

• Standard

• Master

Guest - If an operator does not have an authenticated key or passcode, the user is able to bypass log in as a guest. Some menu features will not be available such as the options for saving configurations and operator management. If the Machine Security System (MSS) is enabled, guest operators cannot start the machine.

Standard - A standard operator is a registered user of the machine. Operators with this access level can start the engine whether or not the MSS is installed. This user may save a control configuration for future application.

Master - Master accounts can perform operator management in addition to all standard level functions.

Any "Standard" or "Master" account may be created or removed by a "Master" level operator. Refer to "Account Management" for further information. If managing accounts using the Cat ET, refer to the Testing and Adjusting, "Key - Program" section in this manual.

Operator Login

Any user may start the engine if the Machine Security System (MSS) is disabled.

If the MSS is active, only a "Standard" or "Master" account can start the machine engine. Before starting the machine engine, the security system must identify a registered operator. An operator can access the machine display using one of the following methods:

• Cat Bluetooth key fob

• Cat App: Fleet management mobile application

• Passcode

Passcode Entry

To log in using a passcode, refer to the following steps:

1. Turn the engine start ring to the ON position.
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   Illustration 2	g06209470
   Passcode prompt screen

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   Illustration 3	g06223537
   Right-side switch panel (1) Engine speed dial (2) Jog Dial

2. Enter a registered passcode on the display or on the right-side switch panel when the passcode dialog screen appears. Refer to Illustration 2 and/or Illustration 3.
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   Illustration 4	g06211194
   Example of the "Operator Information" screen

3. Select "Enter" to confirm the passcode. If a registered passcode is recognized, the operator information screen will appear on the display. If the MSS is not installed, the passcode screen will be bypassed automatically after 10 seconds. The operator will be logged in to the system as a guest. Refer to Illustration 4.

   Note: Similarly, the user can use the jog dial to navigate the display. Highlight the "Enter" button and press the jog dial to confirm the passcode.

4. Select "OK" to continue to the display homescreen.

Invalid Passcode

Illustration 5	g06209472
Invalid passcode screen

If a passcode is not recognized, the display will notify the user with an "Invalid code" message. Refer to Illustration 5.

The operator has five tries to enter a valid passcode successfully. After a fifth unsuccessful attempt, a lockout screen will appear and remain on the display for a duration of 5 minutes.

Note: If the Machine Security System (MSS) is not active, the user can select the "Skip Login" button to avoid the lockout period. Refer to the "Bypass login" section for further information.

Bypass Login

Operator login can be bypassed if the user selects the "Skip Login" button on the display. The operator will be logged in to the machine with "Guest" level access.

If the MSS is disabled, the operator will be able to start the engine as normal and view all display screens.

If the MSS is active on the machine, the operator is able to view all display screens but will not have access to starting the engine.

Bluetooth Entry

Illustration 6	g06209615
Example of Bluetooth operator information screen

Alternatively, a Bluetooth Operator ID can be used to log in to the machine. For a Bluetooth key to be detected by the system, ensure that the following qualifications are met:

• The key must be registered with the machine

• The key must be within the cab

• Bluetooth setting must be enabled (Cat ET Configuration)

Refer to the following steps when logging in to a machine using the Bluetooth key:

1. Turn the engine start ring to the ON position.

2. Wait several seconds for the system to detect the key when the passcode dialog appears. Once the key is detected, the "Operator Information" screen will display.

3. Select the "OK" button if the proper operator has been displayed.

If the MSS is enabled and the engine is on when the key is removed from the cab, the operator will not be able to start the engine if turned OFF and the grace period has expired. To turn on the engine again without the Bluetooth key, the operator will need to log in a registered account using either the smart phone application or passcode.

Note: If multiple Bluetooth devices are within the cab, the system will select the first device detected by the Bluetooth transceiver as the active operator.

Cat App: Fleet management

Operators can also log in to a machine using the Cat App: Fleet management mobile application. For the application to be detected by the system, ensure that the following qualifications are met:

• The Mobile Device ID (MDID) of the mobile application must be assigned to the machine in the Operator Management System (OMS)

Note: It is not possible to assign mobile devices through the MSS interface.

• The mobile device must be within the cab

• "Operator Management Bluetooth Device Enabled Status" is enabled (Cat ET Configuration)

Note: For adding an operator, adding MDID to the machine key list, and pushing the machine key list from the OMS to the machine refer to the OMS documentation at:

Mobile Device / Operating Software Compatibility

Note: Android mobile hardware support for Bluetooth can vary, so it is possible that a mobile device running Android 8.x software or higher could have hardware that does not support Bluetooth 4.1.

Mobile Application Authentication (Android Devices)

To log in using the Cat App: Fleet management mobile application, refer to the following steps:

1. Turn the engine start ring to the ON position.
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   Illustration 7	g06400799

2. Open the Cat App: Fleet management mobile application on the mobile device.
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   Illustration 8	g06400812

3. Click "I Agree" to agree with the End-User License Agreement and sign in with Cat eCustomer account credentials.

   Note: If you do not have a Cat eCustomer account, click "Get Started" to create one.

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   Illustration 9	g06400804

4. Alternately, use Sign in with "Touch ID" (fingerprint).

   Note: To enable the "Touch ID" feature, first follow the instruction for the phone model to enable login by finger print. After the first login, which must be done with Cat eCustomer credentials, access the menu and select "Preferences". In preferences set "Touch ID" to ON. Whenever the Cat App: Fleet management mobile application is started it should present the screen as shown in Illustration 9.

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   Illustration 10	g06400826

5. Click "Allow" to enable the Cat App: Fleet management mobile application to work as designed.

   Note: Cat App: Fleet management requires access to the mobile device location to use Bluetooth radio to connect to Cat machines.

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   Illustration 11	g06401293
   (1) Menu Icon (2) Map Icon (3) Add Equipment Icon

6. Upon login, the Cat App: Fleet management mobile application will open onto the equipment tab.

   Note: The "Equipment" tab will be empty on the first login.

   The Menu Icon (1) includes "Preferences", "Notifications and Alerts", along with various documents covering the end-user license agreement, and privacy notice.

   By tapping the Map Icon (2), the operator will be able to see the location of each vehicle on their "Equipment" tab on a map.

   If a vehicle is not equipped with a telematics device, or the vehicle is a non-caterpillar machine it may be necessary to add it manually using the Add Equipment Icon (3).

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   Illustration 12	g06400841

7. Click the Menu Icon (1) to open the application menu and select "Notifications and Alerts".
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   Illustration 13	g06400958

8. Set the notifications as desired, then exit by pressing the arrow in the upper left.

   Each setting can be altered to change the type of notifications that will be raised on the user phone.

   Push notifications will enable or disable all notifications from the Cat App: Fleet management mobile application.

   The remainder of the toggle buttons will set which types of notifications are sent.

   The sliders are used to set the level at which various warnings are issued.

9. Tap the Menu Icon (1) and then tap "Preferences".
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   Illustration 14	g06400889

10. Set each preference to the desired value then tap the arrow in the upper left to save and close the menu.

    If the phone is capable of reading finger prints and the "Touch ID" option is ON, then the user can log in to the Cat App: Fleet management mobile application using their fingerprint.

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    Illustration 15	g06400906

11. Access the keys tab.

    Keys are necessary to connect to vehicles. If no keys are given, the screen in Illustration 15 will be displayed. The MDID is necessary to assign keys to the user account. The MDID of Android devices is linked to the app.

    Note: Uninstalling the Cat App: Fleet management mobile application will result in the MDID and keys being deleted. The Sim card of the phone contains the MDID information, damage to the Sim card may result in keys being lost, if the phone is replaced transfer the Sim card to avoid key loss.

    Note: Refer to the Cat Operator Management System User Guide at:

    https://dealer.cat.com/en/products/technology/cat-connect/catconnect/oms.html
    

12. Pull the "Equipment Keys" down to refresh the list once the Fleet/Key configuration process has finished. Wait up to 30 seconds until the keys populate. If the keys do not populate, check that the MDID is correct and that the list was pushed properly through OMS. Refer to the Troubleshooting section in this manual if the issue persists.
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    Illustration 16	g06400918

13. Access the "Equipment" tab by tapping it. The machines associated with the keys should have populated. To learn more about a machine, tap it.

    Note: If machines are missing, pull the list down to refresh it. If a machine does not appear in "Equipment" but a key is accessible refer to the Troubleshooting section in this manual.

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    Illustration 17	g06400932

14. With the equipment details screen the operator can view fuel levels, operation hours, location on a map, and diagnostics. The operator can also request service and order parts.

    Note: Most of these features require the installation of a telematics device.

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    Illustration 18	g06400941

15. Machines that lack telematics devices can be edited to change the vehicles location and the current working hours. To alter these parameters, tap the pencil icon in the top right of the equipment details screen. Type in the desired values and tap "Save".

    Note: Only vehicles without a telematics device can be edited.

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    Illustration 19	g06400946

16. Ensure that the machine is ON to connect to a machine.

    The machine display should prompt the operator for a password. Go to the "Keys" tab in the Cat App: Fleet management mobile application and tap the key that matches the machine. If a vehicle is OFF, currently occupied, or too far away the key will be grayed out and say "Out of range".

    Note: If the machine has a user signed in that is not in the cab and it has become necessary for a different user to operate the machine, refer to the "Changing Operators" section in this document.

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    Illustration 20	g06400953

17. Press the "Disconnect" button if the user wishes to disconnect. If the user wants to switch machines, tap the arrow in the upper left then tap the machine the operator wants to be switched to.

    Note: Disconnect from vehicles if the user is not going to be using a vehicle again within a short time.

Mobile Application Auto Connect

By default, "Auto-reconnect" is enabled.

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Illustration 21	g06400960

1. The "Auto-reconnect" function can be toggled from ON to OFF in the "Keys" tab. When ON, Cat App: Fleet management mobile application will automatically reconnect to the last machine used should the user go out of range. (For example: lunch break)

   Note: If the operator uses the disconnect feature, the "Auto-reconnect" will be deactivated until the operator connects to a machine using the virtual key.

Mobile Application Authentication (iOS Devices)

To log in using the Cat App: Fleet management mobile application, refer to the following steps:

1. Turn the engine start ring to the ON position.
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   Illustration 22	g06400799
   Cat App: Fleet management mobile application icon

2. Open the Cat App: Fleet management mobile application on the mobile device.
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   Illustration 23	g06400972

3. Click "I Agree" to agree with the End-User License Agreement and sign in with Cat eCustomer account credentials.

   Note: If you do not have a Cat eCustomer account, click "Get Started" to create one.

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   Illustration 24	g06400976

4. Alternately, use Sign in with "Touch ID" (fingerprint).

   Note: To enable the "Touch ID" feature, first follow the instruction for the phone model to enable login by finger print. After the first login, which must be done with Cat eCustomer credentials, access the menu and select "Preferences". In Preferences set "Touch ID" to ON. Whenever the Cat App: Fleet management mobile application is started it should present touch login as shown in Illustration 24.

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   Illustration 25	g06401386
   (1) Menu Icon (2) Map Icon (3) Add Equipment Icon

5. Upon login the Cat App: Fleet management mobile application will open onto the equipment tab.

   Note: The equipment tab will be empty on the first login.

   The Menu Icon (1) includes "Preferences", "Notifications and Alerts", along with various documents covering the end-user license agreement, and privacy notice.

   By tapping the Map (2), the operator will be able to see the location of each vehicle on the equipment tab on a map.

   When using this for the first time, the Cat App: Fleet management mobile application will ask if it can use the location feature. Allow the location feature to use the map.

   If a vehicle is not equipped with a telematics device, or the vehicle is a non-caterpillar machine it may be necessary to add it manually using the add equipment button (3).

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   Illustration 26	g06400988

6. Click the Menu Icon (1) to open the application menu and select "Notifications and Alerts".
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   Illustration 27	g06400993

7. Set the notifications as desired, then exit by pressing the arrow in the upper left.

   Each setting can be altered to change the type of notifications that will be raised on the user phone.

   "Push Notifications" will enable or disable all notifications from the Cat App: Fleet management mobile application.

   The remainder of the toggle buttons will set which types of notifications are sent.

   The sliders are used to set the level at which various warnings are issued.

8. Tap the Menu Icon (1) and then tap "Preferences".
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   Illustration 28	g06401006

9. Set each preference to the desired value then tap the arrow in the upper left to save and close the menu.

   Here each preference can be set.

   If the phone is capable of reading finger prints and the "Touch ID" option is ON, then the user can log in to the Cat App: Fleet management mobile application using their fingerprint.

   It is recommended to have the "Display Asset ID" on.

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   Illustration 29	g06401017

10. Access the "Keys" tab. Keys are necessary to connect to vehicles. If no keys are given, the screen in Illustration 29 will be displayed. The MDID is necessary to assign keys to the user account. The MDID of IOS devices is linked to the user account.

    Note: Refer to the Cat Operator Management System User Guide at:

    https://dealer.cat.com/en/products/technology/cat-connect/catconnect/oms.html
    

11. Once the Fleet/Key configuration process has finished, tap the refresh button in the Cat App: Fleet management mobile application top right. Wait up to 30 seconds until the keys populate. If the keys do not populate, check that the MDID is correct and that the list was pushed properly in OMS. Refer to the Troubleshooting section in this manual if the issue persists.
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    Illustration 30	g06401028

12. Access the "Equipment" tab by tapping it. The machines associated with the keys should also have populated. To learn more about a machine, tap it.

    Note: If machines are missing, pull the list down to refresh it, if a machine does not appear in equipment but a key is accessible refer to the Troubleshooting section in this manual.

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    Illustration 31	g06401040

13. With the equipment details screen the operator can view fuel levels, operation hours, location on a map, and diagnostics. The operator can also request service and order parts.

    Note: Most these features require the installation of a telematics device.

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    Illustration 32	g06401048

14. Machines that lack telematics devices can be edited to change the vehicles location and the current working hours. To alter these parameters, tap the pencil icon in the top right of the equipment details screen. Type in the desired values and tap "Save".

    Note: Only vehicles without a telematics device can be edited.

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    Illustration 33	g06401057

15. To connect to a machine, ensure that the machine is ON. The machine display should prompt the operator for a password. At this point on the Cat App: Fleet management mobile application go to the "Keys" tab and tap the key that matches the machine. If a vehicle is OFF, currently occupied, or too far away the key will be grayed out and say "Out of range".

    Note: If the machine has a user signed in that is not in the cab and it has become necessary for a different user to operate the machine, refer to the "Changing Operators" section in this manual.

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    Illustration 34	g06401078

16. Press the disconnect button if the user wishes to disconnect. If the user wants to switch machines tap the arrow in the upper left, then tap the key of the machine to switch to.

    Note: Disconnect from vehicle if the user will not be using the vehicle again within a short time.

Mobile Application Auto Connect

By default, "Auto-reconnect" is enabled.

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Illustration 35	g06401082

1. The "Auto-reconnect" function can be toggled from ON to OFF in the "Keys" tab. When ON, the Cat App: Fleet management mobile application will automatically reconnect to the last machine used should the user go out of range. (For example: lunch break)

   Note: If the operator uses the disconnect feature, the "Auto-reconnect" will be deactivated until the operator connects to a machine using the virtual key.

Display Homescreen

Illustration 36	g06209482
"Engine Start Allowed" alert

After an operator logs in to the system successfully, a message will appear on the in-cab display over the homescreen. The message informs the user that the machine engine can be started. All access levels will receive this message and be able to start the engine if the MSS is disabled. If the MSS is active, operators using the "Guest" access level will not receive this message and will be unable to start the engine.

Illustration 37	g06209495
Homescreen (1) Camera display (2) Fuel gauge (3) Hydraulic oil gauge (4) Application menu button (5) DEF gauge (6) Engine coolant gauge (7) Function List button

The homescreen displays various information about the machine. Refer to Illustration 37.

Illustration 38	g06209515
Camera views

The camera view can be changed by touching the camera display (1) on the screen. Continuously touch this area to cycle through the available cameras on the machine. Refer to the Operations and Maintenance Manual of the machine to identify camera locations.

Changing Operators

Illustration 39	g06266617

When changing the active operator, refer to the following steps:

1. Select the application menu button (4) on the bottom-left of the homescreen.

2. Select the "Setting" option to view the list of system configurations. A warning screen will display alerting the operator that camera screens are not available while navigating the settings menu. Read the screen and select OK to continue.

3. Select "Operator Setting" or navigate and select the menu option using the jog dial.

4. Select "Change Operator" to pull up the passcode screen.

5. Enter a registered passcode and select "Enter". If logging in using a Bluetooth Operator ID, select "Detect Key" when prompted.

Viewing Operator Information

Illustration 40	g06211519
Bluetooth operator information screen example

Information Button - To view the current operator and respective control configuration setup, press and hold the information button on the physical in-cab keypad. Holding down the information button will display the "Operator Information" screen. Release the button to return to the previous screen.

Account Management

Operators with master access are able to manage accounts via the in-cab display. Accounts can be edited, removed, or created. Refer to the following steps to manage registered operators:

1. Select the application menu button (4) on the bottom-left of the homescreen.

2. Select "Setting" from the list of options. A warning screen will display alerting the operator that camera screens are not available while navigating the settings menu. Read the screen and select OK to continue.

3. Select "Operator Setting" or navigate and select the menu option using the jog dial.
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   Illustration 41	g06209650
   "Manage Operator" option

4. Select "Manage Operator" from the list of operator settings. A list of all registered operators will display on the screen.
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   Illustration 42	g06209665
   List of registered operators

5. Select an operator to edit or remove from the system. Similarly, select "Add Operator" to create and register a new operator ID.

Editing or Removing an Account

Illustration 43	g06209937
Editing operator information

Any operator from the "Manage Operator" screen can be selected to update or change information. There are three options available:

• Access Level

• Operator Name

• Delete Operator

Selecting "Access Level" will navigate to the access level selection screen. Access can be changed between "Standard" or "Master" level.

The "Operator Name" option allows the user to edit the identification of the operator. A name can be entered on the virtual keypad or the jog dial, and saved to the system.

Selecting "Delete Operator" will remove a registered operator from the machine. A confirmation dialog will appear to ensure that the removal is a desired action. After pressing "OK" in the confirmation dialog, the display will return to the "Manage Operator" screen. The removed operator will no longer be listed.

Creating an Account

Refer to the following steps to register an operator from the display.

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Illustration 44	g06209665
List of registered operators

1. Navigate to the operator management screen and select "Add Operator". A new operator will be created with blank information.
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   Illustration 45	g06209893

2. Select "Key Type" from the list of configurations.
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   Illustration 46	g06209900
   Available operator identification methods

3. Select the login method that the operator will use to access the machine. Operators can be detected by using a Bluetooth key or passcode. Once one of these options has been selected, the display will return to the "Add Operator" screen.
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   Illustration 47	g06209904
   Choosing an access level

4. Select "Access Level" to view the access levels available for operators. Select either "Standard" or "Master" to assign that level access to the operator. Once one of these options has been selected, the display will return to the "Add Operator" screen.
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   Illustration 48	g06209929
   Naming the operator

5. Select "Operator Name" from the list of configurations. Type the desired operator identification using the virtual keyboard or by using the jog dial. Select "Apply" to confirm the operator name and return to the "Add Operator" screen.
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   Illustration 49	g06209913
   Entering the operator passcode

6. Enter in the passcode for the operator. Select "OK" to confirm the key code and return to the "Add Operator" screen. Depending on the key type selected in Step 3, the virtual keyboard will change.

   1. Enter a four to seven-digit password for "Passcode" key types. The virtual keyboard will display only numbers for the user.

   2. Enter the 12-digit alphanumeric identification key code on the back of the Bluetooth key. The virtual keyboard will display both numbers and letters for the user to select.

      • Enter the MDID of the mobile application. The virtual keyboard will display both numbers and letters for the user to select.
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   Illustration 50	g06209895
   Completed operator registration information

7. Select "Apply" to complete the account registration. The display will return to the "Manage Operator" screen and the new account will be listed.

Lock Security

Illustration 51	g06209944
"Lock Security" screen

The "Lock Security" screen is displayed when the engine is shut down and the engine start ring is turned OFF.

Selecting "Yes" to this option will lock any operator out of the display after 30 seconds. After that time a passcode or Bluetooth key will be needed to start the machine.

If the operator ignores this screen or selects "No", the machine can be turned ON without reentering the passcode during a set amount of time. This time may range between a 30 second grace period to 1 hour depending on the configuration setup. This grace period can be configured using the Cat ET. Refer to the Testing and Adjusting, "Configuration" for further information on lock security configuration.