Bluetooth Operator ID and Machine Security System (MSS) Caterpillar

Reading the ID of a Key

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".

Engine Start Ring Position ON - When the engine start ring is first moved to the ON position, the display boots up and the system tries 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 Cat Bluetooth key fob

• Use the Cat App: Fleet management mobile application

• Use the Cat Electronic Technician (Cat ET) Service Tool to configure the MSS 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. When the MSS identifies a key with an invalid key ID, the system will remain armed.

On certain applications, the grace period for a machine can be configured with Cat ET if a factory password or master level account is available.

Navigating the User Interface Touchscreen Display

Illustration 1	g06216032
Startup sequence screen

The display will start up automatically after turning the battery disconnect to the ON position. Once the engine start ring is turned ON, the passcode entry screen will be displayed.

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 the MSS is installed or not. 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^® Electronic Technician (Cat ET) Service Tool, 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	g06216035
   Login selection screen

2. Select the "Enter Passcode" option.

   Note: 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.

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   Illustration 3	g06216044
   Entering a passcode

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   Illustration 4	g06223537
   Right-side switch panel (1) Engine speed dial (2) Jog Dial

3. Enter a registered passcode on the display or the right-side switch panel when the passcode dialog screen appears.
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   Illustration 5	g06216045
   Valid passcode

4. The MSS will disarm the machine and allow engine start access when a valid passcode is entered.

Invalid Passcode

If a passcode is not recognized, the display will notify the user with an "Invalid code" message or three flashing stars (***).

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 installed, 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 not installed, the operator will be able to start the engine as normal and view all display screens.

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

Bluetooth Key Entry

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 on the display

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

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Illustration 6	g06216035

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 screen will indicate that a Bluetooth key ID has been connected. The display will navigate to the homescreen after a few seconds.

If the MSS is enabled and the engine is running 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 start 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: Refer to Testing and Adjusting , M0083909, Key - Program Programming with a Service Tool in this document for how to add, delete, or change operators and MDID.Refer to Testing and Adjusting , M0083909, Configuration Fleet/Key Configuration in this document for how to push the key list to the machine.

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:

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

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

• The mobile device must be within the cab

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

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

Mobile Device / Operating Software Compatibility

Note: Android mobile hardware support for Bluetooth can vary, 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 Cat App: Fleet management 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 Cat App: Fleet management 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 in 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 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 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

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.

   Show/hide table

   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".
   Show/hide table

   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.

   Always 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.
    Show/hide table

    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.

    Show/hide table

    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.

    Show/hide table

    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.

    Show/hide table

    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.

    Show/hide table

    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.

Show/hide table

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.

Homescreen

Illustration 36	g06216045
Example of "Engine Start Allowed" alert

Illustration 37	g06216046
Display homescreen

After an operator logs in to the system successfully, a message will appear on the in-cab display. 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.

Changing Operators

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

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Illustration 38	g06216048

1. Select the "Setting" menu button in the right-side menu options on the homescreen.
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   Illustration 39	g06216050

2. Select the down arrow to navigate to the second page of setting options.
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   Illustration 40	g06216053

3. Select "Operator" to view the operator settings options.
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   Illustration 41	g06216055

4. Select "Change Operator" to pull up the passcode screen.
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   Illustration 42	g06216059

5. Type in a registered passcode and select "OK" to confirm.
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   Illustration 43	g06216061

6. Alternatively, select the "Search for Key" option to detect a Bluetooth key ID or mobile application ID.
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   Illustration 44	g06216063

7. Wait for the system to detect the key fob or mobile application.

Creating an Account

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

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Illustration 45	g06216071
List of registered operators

1. Navigate to the "Manage Operators" screen and select "Add Operator". You will need to re-log in with a master passcode. A new operator will be created with blank information.
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   Illustration 46	g06216074

2. Select "Key Type" from the list of configurations.
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   Illustration 47	g06216079
   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 48	g06216088
   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 49	g06216090
   Naming the operator

5. Select "Description" from the list of configurations. Type the desired operator identification using the virtual keyboard or by using the jog dial. Select "OK" to confirm the operator name and return to the "Add Operator" screen.
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   Illustration 50	g06216094
   Entering the operator key code for a Bluetooth key

6. Enter in the key code 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.

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

   • 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.

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