UPS View User Guide Caterpillar

Communication Connections

Usage:

UPS 250 APZ

Connecting to the System

There are three methods of connecting to the system with UPS View:

RS-232 or RS-485- UPS control based on password level
Modem - Normally for viewing only. Control may be allowed for service personnel if a special password is entered on the UPS control panel.
Network - For viewing only.

Note: Any network or email configuration may require a reboot of the system.

RS-232 or RS-485 Direct Connection Procedure

The following instructions explain how to connect a PC to a UPS via the RS-232 or RS-485 serial communications ports.

There is the possibility of shock and/or electrocution hazard. There is 480vac present in the system I/O board area. The system MUST be shut down as stated in the following procedure.

Perform shutdown procedures as appropriate for your UPS system.
Connect a computer equipped with UPS View to the PC communications port.
The location of the RS-232 or RS-485 serial communications port can vary between product lines. Refer to the appropriate manual for the serial communication port location on your system.
Apply power to the UPS system.
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From the UPS View menu bar, select "PC Settings". Select "Connection Settings". Refer to illustration 1.
Illustration 2 will appear.
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Select "Direct Connect (serial)".
Select the "Serial/Modem Port Number" from the drop-down list.
Select the "Serial/Modem Baud Rate" from the drop-down menu.
Select "System Summary Telemetry" or "Detailed Multi-Module Unit (MMU) Telemetry" as required.
Click on the "Connect" button.
Your PC should now be connected directly to the UPS via the serial communications port.
Bring your system online as instructed in the appropriate operation manual.

Connecting via a Modem

The following items are needed in order to monitor the UPS, if the UPS is equipped with a modem.

Analog phone line
Modem option

Connect a computer equipped with UPS View to the UPS modem.
From the UPS View menu bar, select "PC Settings". Select "Connection Settings". Refer to Illustration 1.
Illustration 3 will appear.
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Select "Modem Connect" from the "Connection Settings" menu.
Select the "Serial/Modem port number" from the drop-down list.
Select the "Serial/Modem baud rate" from the drop-down list.
Input the "Modem dial-out number". The "Modem dial-out number" is the number of the telephone line connected to the target system being monitored.
Select the "System Summary Telemetry" or "Detailed MMU Telemetry" as required.
Click on the "Connect" button.
Your PC should now be connected to the UPS via the modem.

Connecting to the Network

The UPS must have the Ethernet option installed.

Connect a computer equipped with UPS View to the UPS Ethernet hub.
Note: The computer running UPS View must have network access in order to enable monitoring via the network.
Windows XP® can have different firewall protection settings for wireless and RJ45 connections. The "XP" firewall must be configured appropriately for the connection type to be used with UPS View.
Check with your Network Administrator to see if UDP packets are enabled on the routers. Text and tile definitions are sent via TCP protocol to the computer while data is sent via UDP, a "fire and forget" packet. If UDP is not enabled, the packets do not get routed to the computer.
IMPORTANT: The following information must be entered into the UPS prior to connecting via the network.
- IP Address
- Subnet Mask
- Gateway Definition
- Port - Should be set at 44600. You may set the port speed via the serial connection using UPS View or from the UPS control panel.
From the UPS View menu bar, select "PC Settings". Select "Connection Settings". Refer to Illustration 1.
The following screen should appear.
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Select "Network Connect".
Input the "Network Internet Provider (IP) address".
Input the "Base Network Port Address".
Note: Your Network Administrator can assist you with the Network IP and the Base Network Port addresses.
Click on the "Connect" button.
Your PC should now be connected to the UPS.

Simple Network Management Protocol (SNMP) Set up

Connect to the UPS via a serial connection.
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On the "Menu Bar", select "UPS Settings". Select "SNMP Configuration" from the drop-down menu.
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Place the UPS in bypass.
Note: The SNMP information shown in Illustration 6 is an example. Obtain the actual settings from your network administrator.
Enter the "SNMP Trap IP Address" number.
Enter the "SNMP Port" number.
Enter the "SNMP Trap Port" number.
Enter the "SNMP Community String".
Enter the "SNMP Trap Community String".
Click on the "Send button" in order to store the information in the UPS.
Click on the "Receive" button in order to view the current settings stored in the UPS.
Click on the "Test" button. This button sends a test to the SNMP Trap IP addresses in order to ensure that the settings are correct.
Click on the "Close" button to close out the window.
Select "Reset Last Connection".

Email Setup and Operation

The following instructions tell you how to configure your UPS in order to send email notices to personnel responsible for operating and maintaining the UPS.

The customer must have the network option installed in order to use email notification. Refer to Section that is titled "Connecting to the Network". The UPS must have access to a network with an email server running "Simple Mail Transfer Protocol" (SMTP) on Port 25.

Email Network Configuration Procedure

Perform the following steps in order to configure UPS network settings to allow you to use UPS email.

Place the UPS in bypass.
Select "UPS Settings" from the UPS View menu bar. Refer to Illustration 7.
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Select "Network Configuration" from the "UPS Settings" drop-down menu.
Note: Actual network information should be obtained from the Network Administrator.
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Enter the UPS system "IP Address".
Enter the "Mail Server IP Address" number (if email notification is desired).
Enter the "Subnet Mask" number.
Enter the "Default Gateway" number.
Enter the "Port" number.
Click on the "Send" button in order to store the information in the UPS.
Click on the "Receive" button in order to view the current settings stored in the UPS.
Click on the "Close" button in order to close out the window.
Remove the UPS from bypass.
Email network configuration is complete.

Service Email Configuration

Note: This Configuration must be done with a local connection (RS232 or RS-485 or modem with remote access granted).

Place the UPS in bypass.
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From the UPS View menu bar, select "UPS Settings". Select "Remote Notification Settings" . The "Remote Notification Settings" include selections for Service and Factory email configurations as well as "Pager" configuration.
Select "Service Email Configuration" from the drop-down menu. Refer to Illustration 9.
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Enter the "Email Addresses".
Note: The system accepts up to four email addresses.
Click on the "Send" button in order to store the information in the UPS.
Click on the "Receive" button in order to view the current settings stored in the UPS.
Note: Network configuration must have the mail server IP address defined.
Click on the "Test" button. This button will send out a test email to the email address in order to ensure that the settings are correct.
Click on the "Close" button in order to close out the window.

Example email:

“The UPS (SN# 20028), MMU1 [Model UPS 300] has experienced a "Test" event. This is only a test. IP Address: xx.xx.150.231 Port: 44601 This unit has no modem.”

UPS Paging Configuration

The UPS can notify authorized personnel via pager whenever required.

Note: Your system must have the modem option installed for paging to work.

Pager Configuration

Select "UPS Settings" from the Menu bar.
Select "Remote Notification Settings" from the drop-down menu.
Select "Pager Configuration".
The following screen appears.
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Input the "Dial in Number". The "Dial in Number" is the number of the telephone line that is connected to the UPS.
Select "Tone Dialing" or "Pulse Dialing" as required.
Select "Broadcast Paging Mode" or "Escalate Paging Mode" as required. The system can select up to four pager numbers.
Input the "Pager Numbers", including any outside access prefixes.
Select "Notification Enables". You can select Alarm Notification or Notice Notification or both.
Select "Pager Type".
Input the "Pager Number".
Input the "Pager ID" number. The pager ID Number is for Alphanumeric Pagers only.
Input the "Delay (Seconds)". This delay interval allows the paging service to complete the "Welcome Message" before allowing a page message to be input.
Click on the "Send" button in order to store the information into flash memory.
Click on the "Receive" button in order to view the current settings stored in flash memory.
Repeat steps one through seven in order to set up pager numbers for pagers two, three, and four.
Click on the "Test" button. This button will send out a test page to the specified pager in order to ensure that the settings are correct.
Click on the "Close" button in order to close out the window.

Pager Options

A number of pager options are available. For example, broadcast and escalate are optional methods for communicating with an address.

Broadcast Mode - Broadcast mode attempts to page all addresses on the list with a slight delay between each call. There will then be a delay of 5 minutes while waiting for a call-back. When there is no call-back, the system repeats the sequence.

Escalate Mode - Escalate Mode attempts to page three times. Escalate Mode uses intervals of 5 minutes between each call before moving to the next address (this interval is fixed and is not programmable). If a busy signal is received, the system waits 15 seconds before trying again, up to a total of five times.

Note: To cancel paging, dial in, or the system will continue another 200 times.

Pager Codes and Acknowledgments

alarm - 11 + call back number + 911

notice - 11 + call back number + 311

test - 11 + call back number + 411

Connection Menu

Select "Connection" from the default menu.
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Connection Menu
Select "Connect" from the drop-down menu.

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Connection Open

Disconnect

Select "Connection" from the default menu.
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Select "Disconnect" from the drop-down menu.
The "Disconnect" option disables communication between UPS View and the UPS.
Note: All new telemetry data is lost while UPS View is disconnected from the UPS. Notices, alarms, and other error messages may occur while UPS View is disconnected.