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CAESultra v3.2 Software Installation{7604, 7620} Caterpillar


CAESultra v3.2 Software Installation{7604, 7620}

Usage:

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

Introduction

The CAES licensing procedure that is used for the CAES v3.2 software was implemented with the v3.1 release. This document will explain the changes in the process. Follow the instructions in this document for registering and activating the system.

This Special Instruction serves as a "User Guide" for upgrading the CAES Office Suite software and the CAESultra software from 3.1.047 or 3.1.110 to 3.2.

Security keys and security codes have been changed from CAESultra v3.1 to 3.2.0 for the CAES Office Suite software and the CAESultra software. The CAES Office Suite software has new Authentication Codes and Authentication Keys. The CAESultra software has new Serial Number Keys and CAES Keys .

System Requirements

Table 1 lists the system requirements for a computer that is running the v3.2 CAES Office Suite.

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Table 1
System Requirements for v3.2 CAES Office Suite Software    
Description     Minimum     Recommended    
Operating System     XP Professional        
Processor     Pentium IV (or equivalent) 1.8GHz     Intel Core 2 Duo 1.86GHz    
RAM     2 GB     2 GB Dual Channel DDR2 SDRAM    
Hard Disk     80GB 7200 rpm IDE        
CD Drive     CD ROM     CDRW    
Monitor     Screen resolution 1280 x 1024        
Graphics Card     128 MB     256 MB ATI Radeon X1300 Pro or equivalent    
RS232 Serial Port     Dedicated port (1)        
Network Card     10/100 (2)        
Keyboard     Standard 101 key        
Pointing Device     Any        
UPS System     See the note below.        
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( 1 ) Required only for KEA installations
( 2 ) Ethernet port for IP installations

Note: Sites that are prone to power interruptions are advised to include an Uninterruptible Power Supply (UPS) system. This system is used in order to supply power to the METSmanager PC for as long as possible following a power outage.

Note: The system requirements for the host computer for the Oracle 10g Express Edition Database are described in the Oracle literature.

Parts List

The v3.2 CAES Office Suite installation is available as an "Upgrade" or as a "Full Installation".

Upgrade - This option is used on computers that currently have CAES Office Suite v3.1.047 or v3.1.110 installed. The upgrade will not install over any other version of CAES.

Full Installation - This option should only be used on computers that currently do not have any CAES software installed. The installer will overwrite all of the CAES applications. This may result in a loss of data.

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Table 2
Required CD For CAESultra v3.2 Software    
Part Number     Description    
326-4159     "CAES Office Suite New v3.2 CD"    
326-4161     "CAES Office Suite UPG"    
324-5384     "CAESultra v3.2 CD"    

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Table 3
Security Keys that are Required for CAESultra 3.2 Software    
Part Number     Description    
292-4543     CAES On-board Key    
314-7600     OEM Position Key    

Tools

Required Tools

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Table 4
Part Number     Description    
291-1504     Cable (serial port)    
291-1503     Cable (keyboard)    
167-8960     Keyboard    

Optional Tools

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Table 5
Part Number     Description    
291-1502     Cable
"PC Serial Port to Display Harness"    
167-8964     Power Supply Adapter
"Keyboard to Display Harness"    

Important Safety Information

  1. Set the parking brake.

  1. Shut the engine OFF before installing the CAESultra software.

Requirements of Information for Upgrades on the Site

Note: The following section is only required on sites that will be upgrading a previous version of CAES. If this is a new installation, then proceed to the ""CAES v3.2 System Registration and Software Installation" " section.

Backing Up the Information for the Site

Note: The default location for installing the METSmanagerData, CAESofficeData, Upload Server, and Report Generator folders is "C:\Program Files\Caterpillar".

Note: Before closing down the applications, ensure that all file transfers, both to and from machines, have taken place before proceeding with the upgrade to v3.2.

  1. Back up the existing "METSmanagerData" folder to a safe location. An example is "C:\Program Files\Caterpillar\Backup_<date>".

  1. Back up the existing "Uploader\Archive" folder to a safe location. An example is "C:\Program Files\Caterpillar\Backup_<date>".

  1. Back up the existing "Uploader\CatCAESProd.mdb" database to a safe location. An example is "C:\Program Files\Caterpillar\Backup_<date>".

  1. Back up any custom site specific reports that have been created in Report Generator\Reports\<custom reports> files to a safe location. An example is C:\Program Files\Caterpillar\Backup_<date>.

  1. Back up any custom site specific window configuration files that have been created in CAESofficeData\<custom window configurations> files to a safe location. An example is C:\Program Files\Caterpillar\Backup_<date>.

  1. Back up the existing "Configuration Toolbox Appfiles" folder to a safe location. An example is the existing Configuration Toolbox folder C:\Program Files\CTCT\.

Capturing the Security for CAESultra Software

    Note: If documentation exists for the "Machine ID" numbers and the "Display Serial Numbers", then skip Steps 1 through 10. Enter the "Machine ID" numbers and the "Display Serial Numbers" from the documentation into a spreadsheet or other record keeping tool.

  1. Open Windows Explorer on the METSmanager computer.

  1. Click on "METSmanagerData".

  1. Click on "metsdata".

  1. Click on "<machine id>".

  1. Click on "diags".

  1. Click on "2007" or the latest year.
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    Illustration 1g01322194

  1. Open the latest "diagnostic.dia" file. Use Microsoft Notepad. Refer to Illustration 1.

  1. Record the Machine ID (1) and the Display Serial Number (2) in a spreadsheet. Refer to Illustration 1.

  1. Record whether the machine is "Single Antenna", "Dual Antenna", or "Single Antenna with 3rd Party GPS" in a spreadsheet.

    Note: There is no option for "3rd Party GPS with Dual Antenna Systems".

    Note: There are different security keys that are generated for different types of machines. For example, "Single Receiver" security keys will not work on a "Dual Receiver with Sensors" machine.

  1. Repeat Step 1 through Step 9 for every machine in METSmanager.

Capturing the Security For CAES Office Suite Software

  1. Record the serial number for each computer that is going to have any of the following programs installed:

    • METSmanager

    • CAESoffice

    • CAES Screen Configuration Tool

    1. Launch the current version of METSmanager or CAESoffice.

    1. For METSmanager, open the "Site" drop-down menu. For CAESoffice, open the "File" drop-down menu.

    1. Select the "Set Key Codes" option.
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    Illustration 2g01322208

  1. Record the "Serial Number:" (3) of your computer on the spreadsheet. Refer to Illustration 2.

    Note: The same serial number (3) for each computer is used for obtaining a METSmanager license, a CAESoffice license, or a CAES Screen Configuration Tool license for that computer. Ensure that you record the type of license that is required because the "Authentication Code" and the "Authentication Key" that are supplied by CAES Key Support will be different for each application.

  1. Click the "Cancel" button (4) in order to close the security popup window.

  1. Repeat Step 1 through Step 3 for each computer that will have the METSmanager, CAESoffice, or CAES Screen Configuration Tool software installed.

  1. Locate the "Serial Number" and the "Authorization Key" on the CAES Office Suite software CD.

    • For new installations, the CD is 326-4159 CAES Office Suite v3.2 (New Install).

    • For upgrades, the CD is 326-4161 CAES Office Suite v3.2 (Upgrade) .

  1. Record the "Serial Number" and the "Authorization Key" of the CD in the spreadsheet.

  1. Shut down all copies of Report Generator, CAES Upload Server, CAESoffice, METSmanager, METSdiag, and METScomms on every PC that is on the site.

Registering the CAES v3.2 System and Installing the Software

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NOTICE

Users with versions of CAES that are earlier than v3.1.047 are advised to follow the interim steps for upgrading to each of the versions between the version of CAES that is to be upgraded from and CAES v3.2. Users who have earlier versions of CAES should consult with their CAES distributor about upgrading to v3.2

Contact information

If any problems occur while using the "Customer Services - Key Order Completion" web form, use one of the additional contacts that are listed in Table 6.

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Table 6
Caterpillar Support (Software Key Distribution)    
Phone     (888) 223-7539 (888-CAESKEY)
(309) 266-2776 (1)    
Fax     (309) 263-0127    
E-mail     caeskey@catsupport.com    
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( 1 ) For use only if unable to use the 888 toll free number

Note: Only use the contacts that are in Table 6 to acquire Software Keys.

CAESultra Onboard Software for New Installations and Upgrades

Note: The CAESultra onboard upgrade is only available for systems having a previously registered version of CAESultra. If the system does not have a previously registered version, then the license must be purchased for a new system.

Caterpillar dealers should perform the following procedures in order to obtain the required CAESultra software:

  • Download the software.

  • Order the "software activation" keys.

  • Obtain the "software activation" keys.

Downloading the Software

The file for the CAESultra onboard software can be downloaded from the Service Information System (SIS) web site. A Caterpillar Corporate Web Security (CWS) ID is required in order to access this web site.

  1. Open the SIS web site by using the following URL:

    • https://sis.cat.com

  1. Click on the "Downloads" option.

  1. Find the "CAES Version 3.2.exe" file within the list of downloads. This file is located in the "Additional Downloads" section.

  1. Download the "CAES v3.2.exe" self-extracting zip file to your PC.

Ordering the "Software Activation Keys"

Note: Caterpillar will invoice the dealer for each "software activation key" that is ordered.

  1. Place an order for the "software activation" key. Use one of the following methods:

    • Corporate Machine Orders Processing System (CMOPS)

    • Antares

    Use one of the following part numbers:

    New installation - 319-0754 CAESultra v3.2 (New Install)

    Upgrade to current version - 319-0755 CAESultra v3.2 (Upgrade)

  1. Retain the Machine Sales Order/Parts Sales Order (MSO/PSO) number after the order has been placed. This number will be required in order to obtain the "software activation keys" for CAESultra.

  1. Record the "Dealer Code" and the "Part Number" that was ordered.

    Note: The dealer will receive the rights to one "software activation key" for each order.

Obtaining the "Software Activation Keys"

When the invoice has been completed, submit a request for the "software activation keys".

  1. Access the following web site:

    • www.techproductregistration.com

    A "Customer Services - Key Order Completion" form will be displayed.

    Note: All required information is marked with a red asterisk.

    Note: If more than one key is required, then use the "CAES Multiple Key Request" link at the bottom of the page.

    Note: If any problems are encountered with the form, use one of the additional contacts that are listed in Table 6.

  1. Fill in the required information in the form. The form updates when a selection is made in one of the drop-down menus. Additional options will appear with each update.

    1. Select "CAESultra" from the "ProductFamily:" field.

    1. Select the appropriate software from the "Activity" field.

      • For a new installation, select "NEW INSTALL".

      • For an upgrade to an existing installation, select "UPGRADE".

    1. Select "3.2" from the "Version:" field of the "Product Registration" section. The screen will update with the additional fields that are required.

    1. Complete the information in the following fields:

      "Display/PC Serial No:" - This is the serial number of the computer.

      "Order No:" - This is the MSO/PSO number.

      "Part Number Ordered:" - Select the appropriate part number for your application. Refer to Table 2.

      "Machine Type:" - Select the antenna configuration of your machine.

    1. Complete the following fields in the "Order By Information" section:

      • "Dealer Code:"

      • "Contact Name:"

      • "Phone No:"

      • "Email:"

    1. Select the correct "Application Usage:" from the drop-down menu in the "Customer Information" section.

    1. Complete the remainder of the form.

  1. Select the "Submit" button at the bottom of the form.

    Within thirty minutes of completing the form, an e-mail will be sent to the dealer. The e-mail will contain the "software activation key" information. A phone call will also be made to the dealer in order to confirm that the e-mail was received.

  1. Save the "software activation key" information for future reference.

  1. Refer to the ""Software Upgrade" " section before updating the software or before installing any software.

CAES Office Suite Software for New Installations and Upgrades

Note: The CAES Office Suite upgrade is only available for systems with a version of CAES Office Suite that has been previously registered. If the system does not have a previously registered version of software, then the software must be purchased for a new system.

Caterpillar dealers should perform the following steps in order to obtain the required CAES Office Suite software:

  • Order the "software activation" keys.

  • Obtain the "software activation" keys.

Note: If setting up the CAES Office Suite on a server, make sure to use the "Full Path" to the server. An example of this path is "\\server_name\server_directory\directory_path".

Ordering the "Software Activation" Keys

Note: The dealer will receive the rights to one key for each order.

  1. Place an order for the "software activation" keys. Use one of the following methods:

    • Corporate Machine Orders Processing System (CMOPS)

    • Antares

    Use one of the following part numbers:

    New installation - 326-4159 CAES Office Suite v3.2 (New Install)

    Upgrade to current version - 326-4161 CAES Office Suite v3.2 (Upgrade)

    When this order is placed, the CD that contains the software will be shipped in the mail.

  1. Retain the Machine Sales Order/Parts Sales Order (MSO/PSO) number after the order has been placed.

    The MSO/PSO number will be required in order to obtain the appropriate security keys for CAESultra.

  1. Record the "Dealer Code" and the "Part Number" that was ordered.

Obtain the "Software Activation Key"

Note: The CAES Office Suite software will be delivered via a CD in the mail. This CD must be received prior to continuing with the installation.

Use the following steps in order to obtain the "software activation keys":

  1. Access the following web site:

    • www.techproductregistration.com

    A "Customer Services - Key Order Completion" form will be displayed.

    Note: All required information is marked with a red asterisk.

    Note: If more than one key is required, then use the "CAES Multiple Key Request" link at the bottom of the page.

    Note: If any problems are encountered with the form, then use one of the additional contacts that are listed in Table 6.

  1. Enter the required information in the form. The form will update with additional options each time an appropriate selection is made in one of the drop-down menus.

    1. Select "CAESultra" from the "ProductFamily:" field.

    1. Select the appropriate software from the "Activity" field.

      • For a new installation, select "NEW INSTALL".

      • For an upgrade to an existing installation, select "UPGRADE".

    1. Select "3.2" from the "Version:" field of the "Product Registration" section. The screen will update with the fields that are required.

    1. Complete the following required field:

      "Registration Code:" - This code is located on the sleeve of the CAES Office Suite CD.

    1. Complete the following fields in the "Order By Information" section:

      • "Dealer Code:"

      • "Contact Name:"

      • "Phone No:"

      • "Email:"

    1. Select the correct "Application Usage:" from the drop-down menu in the "Customer Information" section.

    1. Complete the remainder of the form.

  1. Select the "Submit" button at the bottom of the form.

    Within thirty minutes of completing the form, an e-mail will be sent to the dealer. The e-mail will contain the "software activation key" information. A phone call will also be made to the dealer in order to confirm that the e-mail was received.

  1. Save the "software activation key" information for future reference.

  1. Refer to the ""Software Upgrade" " section before updating the software or before installing any software.

Software Upgrade

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NOTICE

By Installing, Copying, or otherwise using the Software, you agree to be bound by the terms of the End User License Agreement that is contained within this document.

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NOTICE

If you are upgrading from a KEA radio network to an IP radio network, you will need to first uninstall METSmanager, and you will then need to reinstall METSmanager.

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NOTICE

If you are upgrading to an EasyIP radio network, you will need a list of the machine IP addresses that you will manually enter into METSmanager. These addresses can be obtained by knowing the machines' radio IP addresses.

After you have upgraded to EasyIP, you will need to configure METSmanager to show that there is no TNR connected. In METSmanager v3.2 a "TNR Connected" checkbox has been added to the Site Properties dialog. For sites that are using EasyIP, the checkbox should be deselected. For sites that are using traditional IP, the checkbox should be selected.

Contact your local Trimble dealer for infrastructure support.

Upgrading MCG Flash

MCG Flash can be used in order to configure both KEA and IP radios. MCG Flash replaces both Commset (for KEA sites) and WNCT (for IP sites).

  1. Insert the CAES Office Suite CD into the CD-ROM drive.

    • For new installations, the CD is 326-4159 CAES Office Suite v3.2 (New Install).

    • For upgrades, the CD is 326-4161 CAES Office Suite v3.2 (Upgrade) .

  1. Launch the <CD drive>.

  1. Click on the "Hardware Support" folder.

  1. Click on the "Utilities" folder.

  1. Click on the "MCG Flash" folder.

  1. Click on "MCG Flash.exe".

  1. Once "MCG Flash.exe" launches, follow the directions on the screen.

  1. Check for newer versions of the following utilities and install any utilities that are required:

    • MS Controller

    • CToolBox (Configuration Toolbox)

Microsoft .NET Framework v2.0

Users must install the Microsoft .NET Framework v2.0 utility before installing or upgrading CAES Office Suite. If this utility is not installed, the CAES Office Suite setup program can not be completed.

Note: The Microsoft .NET Framework v2.0 is required to run the Productivity Conversion Service.

To confirm if the computer has Microsoft .Net Framework v2.0 installed, go to the "C:\Windows\Microsoft.NET\Framewokr" directory and determine if a "v2.0" folder exists.

  1. Insert the "CAES Office Suite software" CD into the CD-ROM drive.

    New Installations - 326-4159: CAES Office Suite v3.2 (New Install).

    Upgrades - 326-4161: CAES Office Suite v3.2 (Upgrade).

  1. Launch the "<CD Drive>".

  1. Select the "MS.Net Framework" folder.

  1. Click on "dotnetfx.exe".

  1. Once "dotnetfx.exe" launches, follow the directions on the screen.

Installing and Upgrading the CAES Office Suite Software

The following procedure is used for installing and upgrading all of the CAES Office Suite software. This software includes the CatTM Productivity Reporting Tools. This installation procedure will install the following programs:

  • METSmanager

  • METScomms

  • METSdiag

  • CAESoffice

  • CAESultra Filebuilder

  • CAES Screen Configurator

  • Productivity Conversion Service

  • Cat Configurator

  • Cat 2DB

  • Cat Editor

  • Cat Reports

  • Configuration Toolbox (CToolbox)

Note: There is a custom setup procedure that allows a site to select the features of the program that will be installed. This procedure is recommended only for advanced users.

Note: This note is only for sites that are upgrading the CAES Office Suite software. If the CAES Office Suite software is being installed for the first time, please disregard this note. The CAES Office Suite software upgrade is enabled only if v3.1.047 (or later) of CAESoffice, METSmanager, or METScomms is installed on the computer. If the site has upgraded the CAES Office Suite software to v3.2, but needs to reinstall the v3.2 software, then install v3.1.047 (or later) of CAESoffice or METSmanager to enable the upgrade.

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NOTICE

Before upgrading the CAES system, force an upload of all machine data. This action ensures that no data will be lost while the upgrade is taking place.

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NOTICE

If you have not updated the site models to include time for CAESultra v3.1.047 (or later), then please refer to Special Instruction, REHS3128, "CAES v3.1 Upgrade ", "Upgrading Site Models to Include Time".

  1. Insert the CAES Office Suite CD into the CD-ROM drive.

    • For new installations, the CD is 326-4159 CAES Office Suite v3.2 (New Install).

    • For upgrades, the CD is 326-4161 CAES Office Suite v3.2 (Upgrade) .

  1. Launch the <CD Drive>.

  1. For new installations, select the "CAES Office Suite installation" folder.

    For upgrades, select the "CAES Office Suite upgrade" folder.

  1. Click on "Setup.exe".

  1. After the InstallShield Wizard has prepared the setup, click the "Next" button in order to continue.

  1. If the license agreement is acceptable, select "I accept the terms of the license agreement".

  1. Click the "Next" button in order to continue.
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    Illustration 3g01322232

    Note: If any CAES Office Suite programs or utilities are running, then an additional dialog will appear. This dialog advises users to close the active programs or the active utilities.

  1. Enter the "Serial Number" and the "Authorization Key" from the installation CD. Refer to Illustration 3.

    Note: The "Serial Number" and the "Authorization Key" are located on the sleeve of the CD.

  1. Click the "Next" button in order to continue.

  1. Select the "Complete" setup.

  1. Click the "Next" button in order to continue.

  1. Select the type of network that is being used for the radios.

    Reference For more information regarding the different types of networks that are available, refer to the "Radio Communication Protocols" section of the "CAES Office Suite - METScomms" section.

  1. Click the "Next" button in order to continue.

  1. Click "Yes" at the end of the installation in order to see the guide. Users will be shown the "Oracle Database Install and Setup Guide" after the installation of the CAESoffice Suite is complete

    If you select "No", the "Oracle Database Install and Setup Guide" can be found at the following location:

    Start - All Programs - Caterpillar - Installing Oracle Database 10g XE.pdf or "C:\Program Files\Caterpillar\Installing Oracle Database 10g XE.pdf"

  1. Click the "Next" button in order to continue.
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    Illustration 4g01322233

  1. Click the "Install" button in order to begin the installation.

    The installer will proceed to install the following programs in the order that is listed below.

    • Cat Configurator

    • Cat Editor

    • Cat Reports

    • Cat 2DB

  1. Perform the following steps during the installation of the Cat Configurator, and Cat Editor applications. After these two installations are complete, proceed to Step 18.

    1. Select the language for the installer.

    1. Select the "OK" button in order to continue. The "Welcome" page appears.

    1. Click the "Next" button in order to continue. You are asked to select a location for the installation folder.

    1. Click "Install" in order to accept the default location or else enter a new location. The installation begins.

    1. After the installation of the application is complete, click the "Next" button.

    1. Click Finish in order to proceed with the installation of the next application.

  1. Perform the following steps for the installation of the Cat Reports application:

    1. Select the language for the installer.

    1. Select the "OK" button in order to continue. The "Welcome" page appears.

    1. Click the "Next" button in order to continue.

    1. Select the language components for the Cat Reports software that will be installed.

    1. Select the "Next" button in order to continue. You are asked to select a location for the installation folder.

    1. Click "Install" in order to accept the default location or else enter a new location. The installation begins.

    1. After the installation of the application is complete, click the "Next" button.

    1. Click "Finish" in order to proceed with the installation of the next application

  1. Perform the following steps for the installation of the Cat 2DB installation.

    1. Select the language for the installer.

    1. Select the "OK" button in order to continue. The "Welcome" page appears.

    1. Click the "Next" button in order to continue. You are asked to select a location for the installation folder.

    1. Click "Install" in order to accept the default location or else enter a new location. The installation begins.

    1. After the installation of the application is complete, click the "Next" button.

    1. Click "Finish" in order to proceed with the installation of the next application

  1. Click the "Finish" button to exit the InstallShield Wizard.

  1. Install the Oracle database and configure the Productivity Tools. Refer to "Installing Oracle Database 10g XE.pdf". This file is in Start - All Programs - Caterpillar folder or "C:\Program Files\Caterpillar\Installing Oracle Database 10g XE.pdf".

Installing and Configuring the Oracle Database

ReferenceThe step-by-step installation process is described in the "Installing Oracle Database 10g XE" section. This information is presented for viewing during the CAES Office Suite installation. Alternatively, the information can be found in the "Start" menu under "Programs/Caterpillar".

Note: If problems occur during the installation or configuration of Oracle, please contact Oracle customer support. The following steps are for Oracle 10g XE single PC installations only. If the site is using their own version of Oracle, these steps might be different. If the site is running remote personal computers, refer to the "Installing Oracle Database 10g XE" document.

  1. Go to the following website in order to download the Oracle Database 10g XE Installer.

    http://www.oracle.com/technology/software/products/database/xe/htdocs/102xewinsoft.html

    Note: Before downloading, it will be necessary for the end-customer to sign up with Oracle in order to gain access to this download.

  1. Download Oracle 10g Express Edition Universal (10g XE). For detailed installation instructions, refer to the "Installing Oracle Database 10g XE" document.

  1. Once installation launches, follow the directions on the screen.

  1. When prompted, enter the information from Table 7:

    Note: If any settings other than the "Recommended" settings are used, then the site will be responsible for keeping track of these settings.

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    Table 7
    Entry     Definition     Recommended    
    Administrator "Username"     Oracle Database XE Administrator username     "SYSTEM"
    (default value)    
    Administrator "Password"     Oracle Database XE Administrator password (1)     "caes"    
    Client PC "Username"     Enables client PC to access the database     "caes"    
    Client PC "Password "     Enables client PC to access the database     "caes"    
    "Database Name"     Name of the database on the host PC     "XE"    
    "Host PC Name"     Taken from the System Properties dialog     Site specific    
    "ODBC Name"     Name for the ODBC connection on the client PC X (2)     See note (3)    
    "Data Source Name"     Name of the configuration of the ODBC driver     Site specific    
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    ( 1 ) Used to access the Oracle Database "Home" page for the "SYS" or "SYSTEM" usernames
    ( 2 ) This name can be different on different client PCs
    ( 3 ) CAES_Oracle_"sitename"data

  1. Go to the "Start" menu, select "Oracle Database 10g Express Edition", and then select "Go To Database Home Page".
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    Illustration 5g01800013

  1. Enter the Andimistrator "Username" and the "Password" for the database.
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    Illustration 6g01800014

  1. In the Oracle Database Home Page go to "Administration", then "Database Users", and then select "Create User".
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    Illustration 7g01800015

  1. In the "Create Database User" window, create a Client PC "Username" and a Client PC "Password". Enable the options that are shown in Illustration 7.

  1. Select the "Create" button.

  1. Logout of the Oracle Database and close the Internet Explorer window

    Note: If installing or configuring Remote PCs, refer to Step 2, Step 3.4 through 3.6, Step 4, and Step 5 in the "Installing Oracle Database 10g XE" document.

Configuring the ODBC Connection

Note: If the site is running remote PCs, refer to the "Installing Oracle Database 10g XE" document.

  1. In the "Start" menu, select "Control Panel", select "Administrative Tools", and then select "Data Sources (ODBC)".
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    Illustration 8g01800016

  1. Select the "System DSN" tab and then select the "Add" button. A list is displayed.
    Show/hide table

    Illustration 9g01800017

  1. Scroll down the list, select "Oracle in XE", and then select the "Finish" button.

    Note: If the "Oracle in XE" selection is not available in the list, restart the PC.

    Show/hide table

    Illustration 10g01800018

  1. Set up the "Oracle ODBC Driver Configuration" window with the settings that are shown in Illustration 10.

    Note: The "Computer_Name" portion of the "Data Source Name" should be replaced with the PC name of the site or the site name.

    Note: The "Data Source Name" field is limited to 32 characters and does not allow any spaces.

  1. Click on the "Test Connection" to ensure that the ODBC driver is set up correctly.

  1. Enter the Client PC "Username" and the Client "Password" from Table 7, and then select the "OK" button.

    If the test is successful, the "Connection Successful" message will be displayed and you can proceed to Step 7. If the test results in an "Unable to connect" message, refer to Step 3 through Step 4 to ensure that all of the values are configured correctly.

  1. Perform the following steps in order to accept the changes:

    1. Select "OK" on the Test connection results.

    1. Select "OK" in the "Oracle ODBC Driver Configuration" window.

    1. Select "OK" in the "ODBC Data Source Administrator" window.

Configuring the CAES Productivity Conversion Service

The CAES Productivity Conversion Service is installed as part of the CAES Office Suite installation.

ReferenceFor more information regarding the CAES Productivity Conversion Service, refer to the "Productivity File Conversion Service" section in the "Release Notes".

The Productivity Conversion Service help file can be found in the following location:

C:\Program Files\Caterpillar\ProdConvertService\ CAES-PCS.chm

The following procedure will need to be performed for every machine production folder that is to be uploaded into the new database. Caterpillar recommends to use only the last 6 months to a year of old data to convert into the new format.

After the CAES Productivity Conversion Service is installed, the service will need to be configured.

This procedure will only need to be performed if this is an upgrade and the past 6 months or year of data is needed in the new reporting system. The old Report Generator reports will need to be utilized for older information.

The Productivity Conversion Service will only convert production versions of CAES files from the following versions: v2004.1, v3.1.047, and v3.1.110. These versions are the last three production releases of software.

  1. Go to the following directory:

    C:\Program Files\Caterpillar\ProdConvertService\

  1. Open the "config.ini" file and leave this file open.

  1. Go to the following directory:

    C:\Program Files\Caterpillar\Uploader\Archive\

    Note: This directory is the default location where the old "*.csv" files are stored that need to be converted into the new "*.prod" format.

    Show/hide table

    Illustration 11g01820258

  1. Set up the "$InputDir#" and the "$ArchiveDir#" for each machine from Step 3 as shown in Illustration 11. An example follows:

    $InputDir1 = C:\Program Files\Caterpillar\ Uploader\Archive\00200\product\2009

    $ArchiveDir1 = C:\Program Files\Caterpillar \Uploader\Archive\00200\product\2009csv

    Note: Each "$InputDir#" key and "$ArchiveDir#" key is paired by placing the same number in place of the "#." If these numbers do not have a pair, and the numbers are not sequential, then this conversion function will not work.

    Show/hide table

    Illustration 12g01800020

  1. Set up the "$InputDir#" key and the "$ArchiveDir#" key for the "metsdata\Office Productivity" directory from Step 3 as shown in Illustration 12.

  1. If the site is a MineStar site, then set up the $InputDir# key and the $ArchiveDir# key for the MineStar directory.

  1. Set up the "$ Point Type Description #" key for each point that the site is using. Refer to the site's machine configuration file in the "Points Enhanced" section in order to determine the site's current list of "Point Type Description".

    Note: The "Point Type Descriptions" will convert the old format of a point # to the new format of a point name when the file is converted.

  1. Open Windows Explorer.

  1. Go to the following directory and create each of the new Archive directories that are called out in Step 4, Step 5, and Step 6:

    C:\Program Files\Caterpillar\Uploader\Archive

    For example, under the "machine 00200\product", create the "2009csv" folder.

    Note: If converting past years, then repeat Step 4 through Step 9 for each additional year.

  1. Save and close the "config.ini" file.

  1. Confirm that the Productivity Conversion Service is running by launching the following program:

    C:\Program Files\Caterpillar\ProdConvertService\ ProdConvertSErviceUI.exe

    A green light should appear in the lower right corner of your monitor within the Windows system tray if the Productivity Conversion Service is running.

Cat Productivity Reporting Tools

The Cat Tools can be accessed by selecting "Start ", then "All Programs" and then the "Caterpillar" directory. Each tool has a dedicated subdirectory with the following contents:

  • Shortcut to the tool

  • User guide with same contents as "Help" system

  • Revision history

  • Uninstall executable file

The Cat Reports tool also has complimentary guides for the reports that are available in the tool.

For information on configuring and using the Cat Productivity Reporting tools, users should consult the "Help" system or the "User Guide" for each tool.

Installers are advised to configure the Cat Tools in the following order:

  • Cat 2DB

  • Cat Configurator

  • Cat Editor

  • Cat Reports

In addition to the information in the "Help" system, installers will find the following specific information necessary for configuring the Cat Tools for CAES installations.

Cat 2DB

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    Illustration 13g01800023

  1. Right click on the "Cat 2DB Service" icon. This icon is in the lower right corner of your monitor within the Windows system tray.

  1. Select the "Stop Cat 2DB" option and then select the "OK" button.

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    NOTICE

    Do not start the Cat 2DB Service until instructed in a future step.

  1. Right click on the "Cat 2DB Service" icon. This icon is in the lower right corner of your monitor within the Windows system tray.

  1. Select the "Configuration" option.
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    Illustration 14g01800022

  1. Select the "DSN" pull-down arrow, scroll down the list, and select the "XE" option from the list.

  1. Enter the Client PC "Username" and "Password" from Table 7.

  1. Click on the "Test Connection" button.

    If the test is successful, the "Connection Successful" message will be displayed and you can continue to Step 8. If the test results in an "Unable to connect" message, then refer to Step 5 and Step 6 in order to ensure that all of the vaules are configured correctly.

  1. Select "OK"

Executing a Script

  1. Right click on the "Cat 2DB Service" icon. This icon is in the lower right corner of your monitor within the Windows system tray.

  1. Select the "DB Script Executor" option.
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    Illustration 15g01800024

  1. In the "Action" window, select the "Application V1.0.1 - (Oracle) Installation" option.

  1. Select the "Timezone List" button and find the number that corresponds to your time zone. An example is "10" for Central Standard Time.

  1. In the "Parameters" window, double click on the "aquila_timezone " value.

  1. Type in your timezone from Step 4 and select the "OK" button.

  1. Select the "Execute Action" button. If prompted to confirm, select the "Yes" button and then wait for the script to execute.
    Show/hide table

    Illustration 16g01800025

  1. In the Action window, select the "CAES v3.2.1 - (Oracle) Installation" option.

  1. In the "Parameters" window, look at the format of the "office_weight_format" value.

    Note: The correct format is DD/MM/YYYY for any site that is creating Office Weight files.

  1. Select the "Execute Action" button. If prompted to confirm, select the "Yes" button and then wait for the script to execute.

Cat Configurator

Once the Cat Productivity Reporting Tools are installed, a roster and a schedule must be created in the Cat Configurator before any data is loaded into the database. If this does not occur, users will notice that Cat Reports will not produce reports that are populated with the required information.

Problems may occur once the term of the roster and the schedule has completed. To avoid this effect, create a roster and a schedule that continues for ten years.

Note: The folder pairs setup in the Cat Configurator will need to be created.

  1. Open Windows Explorer.

  1. Go to the the following directory and create an archive directory:

    C:\Program Files\Caterpillar\Cat 2DB

  1. Go into the archive directory from Step 2 and create the first machine folder for a machine on site. An example is "00200".

  1. Go into the machine folder from Step 3 and create a product folder. An example is "00200\product\".

  1. Go into the machine folder from Step 3 and create a year folder. An example is "00200\product\2009\".

  1. Repeat Step 3 through Step 5 for each machine that is on site.

  1. Go into the archive directory from Step 2 and create the "Metsdata" folder.

  1. Go into the "Metsdata" directory from Step 7 and create the "OfficeProductivity" folder.

  1. Go into the "OfficeProductivity" folder from Step 8 and create a year folder. An example is "2009".
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    Illustration 17g01800054

  1. Right click on the "Cat 2DB Service" icon. This icon is in the lower right corner of your monitor within the Windows system tray.

  1. Select the "Configuration" option.
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    Illustration 18g01800055

  1. Select the "Folder" tab.

  1. Change the "File pattern" option from "*.*" to "*.prod".
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    Illustration 19g01800056

  1. Select the "Add Folder Pair" button.

  1. Under the "Production Folder" area, select the "Browse" button.

  1. Go to the "Uploader" folder. An example follows:

    C:\Program Files\Caterpillar\Uploader\ Archive\00200\product\2009\

  1. Select the "OK" button.

  1. Under the "Production Folder" area, select the "Browse" button.

  1. Go to the "Cat 2DB" folder. An example follows:

    C:\Program Files\Caterpillar\Cat 2DB\Archive\ 00200\product\2009

  1. Select the "OK" button.

  1. On the "Folder Pairs" window, select the "OK" button.

  1. Repeat Step 14 through Step 21 for each machine that is on site and is in the Office Productivity folder.

    Note: If converting past years, then repeat Step 5 through Step 22 for each additional year.

  1. Once all of the folder pairs have been added on the "Cat 2DB Configuration" window, select the "OK" button.

Cat Configurator

  1. Go to the "Start" menu and select "Programs", then select "Caterpillar", and then select the "Cat Configurator" folder.

  1. Select and launch the "Cat Configurator" program.
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    Illustration 20g01800057

  1. Go to "File" menu and select "Connect to Database".
    Show/hide table

    Illustration 21g01800058

  1. Enter the Client PC "Username" and "Password" from Table 7.

  1. Select "OK".
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    Illustration 22g01800059

  1. Go to "Schemas", then "CAES", then "Scheduling" and double click on "Crew".
    Show/hide table

    Illustration 23g01800060

  1. Select the "Crew Add" button.

  1. Type in "Crew A" and then select the "OK" button.
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    Illustration 24g01800061

  1. Close the "CAES: Schedule Crew Editor" window and select "Yes" in order to save the changes.
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    Illustration 25g01800062

  1. Go to "Schemas", then "CAES", then "Scheduling" and double click on "Roster".
    Show/hide table

    Illustration 26g01800063

  1. Change the "Sift Length" to "24:00".

  1. Select "Crew A" from the "Crew List".

  1. Select the right arrow button.
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    Illustration 27g01800064

  1. Select the "Save Roster" button.

  1. Type in "Roster A" and select the "OK" button.

  1. Select the "Exit" button on the "CAES: Roster Editor" window.
    Show/hide table

    Illustration 28g01800065

  1. Go to "Schemas", then "CAES", then "Scheduling" and double click on "Schedule".
    Show/hide table

    Illustration 29g01820300

  1. Select "Roster A" from the "Roster" drop-down menu.

  1. Select the "From:" date and time.

    Note: The starting date should be the same as the oldest productivity file that the site is converting. This is normally six months to a year of data.

  1. Select the "To:" date and time.

    Note: The ending date should be a date at least 10 years in the future. This action ensures that another schedule will not need to be created in the future.

  1. Select the "OK" button.

  1. Select the "Exit" button on the "CAES: Scheduler" window.

  1. Close the "Cat Configurator" window.

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    NOTICE

    If the next two steps are not done, then the conversion of the data will not begin.

  1. Right click on the "Cat 2DB Service" icon. This icon is in the lower right corner of your monitor within the Windows system tray.

  1. Select the "Start Cat 2DB" option and then select the "OK" button.

    Note: The more machines or years that you convert, the longer the conversion and upload process will take to complete. The conversions will slow down the computer response time depending on the speed of your CPU.

Cat Editor

The Cat Editor is used to enter scale weights into the CAES database. Before weights can be entered, set up Cat Editor using the following steps:

  1. Go to the "Start" menu and select "Programs", select "Caterpillar", and then select the "Cat Editor" folder.

  1. Select and launch the Cat Editor program.
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    Illustration 30g01800067

  1. Go to the "File" menu and select "Connect to Database".

  1. Enter the Client PC "Username" and "Password" from Table 7.

  1. Select "OK".
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    Illustration 31g01800068

  1. Go to "Tools" menu and select "Options...".
    Show/hide table

    Illustration 32g01800069

  1. Go to the "Units" tab and change the "Volume Unit:" to the unit that is used on the site such as m3 (cubic meters) or yd3 (cubic yards).

  1. Select the "OK" button.

  1. Close the "Cat Editor" window.

Cat Reports

The Cat Reports are used to view data from the CAES database. Before data can be viewed, set up Cat Reports using the following steps:

  1. Go to the "Start" menu and select "Programs", select "Caterpillar", and then select the "Cat Reports" folder.

  1. Select and launch the Cat Reports program.
    Show/hide table

    Illustration 33g01800070

  1. Go to "Tools" menu and select "Options...".

  1. On the "Database" tab, select the "DSN" drop-down arrow, scroll down the list, and select the "XE" option.

  1. Enter the Client PC "Username" and "Password" from Table 7.
    Show/hide table

    Illustration 34g01800071

  1. Select the "Database Type" drop-down arrow, then scoll down the list and select the "ORACLE" option.

  1. Click on the "Test Connection" button

  1. If the test is successful, the "Connection Successful" message will be displayed and you can continue to Step 9. If the test results in an "Unable to connect" message, refer to Step 4 through Step 6 to ensure that all of the values are configured correctly.

  1. Select "OK".

  1. Select the "Units" tab
    Show/hide table

    Illustration 35g01800933

  1. Change the "Local Units:" to the default units that are used by the site such as "Metric", "US Feet", or "US Survey Feet".

    Show/hide table
    NOTICE

    Leave the "Database Units:" set to "Metric". The database stores all of the values in a metric format. The reports will not show the correct value if you change this value.

  1. Select the "OK" button.

    Note: The "CAES Advanced Reports" settings are stored in the following file:

    C:\Program Files\Caterpillar\Cat Reports\ Adv_Report_Info.cfg

    Note: To modify the Site name that is shown in the CAES reports, open this file with Mircrosft Notepad.

  1. Close the "Cat Reports" window.

Upgrading Machine Configurations for an Existing Site

Due to the small number of changes to the keys in CAESultra v3.2, it is easier to edit the individual keys in the configuration files. The following instructions will detail which keys have changed, provide a brief description of the changes that need to be made, and provide the location where the changes are required.

ReferenceFor detailed information regarding the configuration of the individual keys, refer to the entries for each key in the ""CAES v3.2 Release Notes" " section.

Changes to the CAESultra v3.2 Keys

The following tables show the changes that have been made to the CAES Configuration keys in v3.2.

Note: The location of the template to configure the machines is "C:\Program Files\ Caterpillar\ METSmanagerDATA\metsdata\Site"

Note: The location of the configurations for the exiisting machines is "C:\Program Files\Caterpillar\ METSmanagerDATA\metsdata\<MachineId>". The "MachineID" is a five figure number

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Table 8
$ Office Comms Protocol =UDP    
Applies to:     This setting is only required on sites that are using Caterpillar or Trimble 900MHz radios.    
Reason for addition:     This key sets the radio network to use the recommended UDP protocol. If this key is not added, then the machine will use the FTP protocol that was used in CAES v3.1.    
To upgrade an existing machine:     Open the mach_cfg.txt file for each machine in a text editor.
Search for "$ Office Comms Protocol"
Copy and paste this key to the existing machine configurations in the "office comms" section.    
Example:     $ Office Comms Protocol =UDP    
Reference Information:     ""Release Notes - CAESultra - File Transfer Over TMAC/UDP" "
""Release Notes - CAES Office Suite for METScomms - Radio Communication Protocols" "    

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Table 9
$ Radio Large Slot Count    
Applies to:     This is only required on sites that use Caterpillar or Trimble 900MHz radios in FTP or UDP mode. This is not a required key for KEA sites.    
Reason for addition:     This key adjusts the transfer rate of large packets of data that are sent to the office radio. The adjustment that is made is based on the configuration of the network.    
To upgrade an existing machine:     Open the "mach_cfg.txt" file for each machine in a text editor.
Search for "$ Radio Large Slot Count." Copy and paste this key to the existing machine configurations in the "office comms" section.
Enter the appropriate value according to the table in the""Release Notes -CAESultra - Packet Rate Setting" " section of this document.    
Example:     $ Radio Large Slot Count =13    
Reference Information:     ""Release Notes - CAESultra - Packet Rate Setting" "    

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Table 10
$ Polygon Hatch Color Count    
Applies to:     This key is only required on Front Shovels, Front Loaders, and Excavators that are working in a mining application.    
Reason for addition:     This key enables a larger number of materials to be displayed by CAESultra. A hatched pattern is applied to a color in order to represent a specified material. Include this key if there are more than fifteen materials that need to be represented. This key is used in conjunction with the $ Polygon Hatch Color key.    
To upgrade an existing machine:     Open the "mach_cfg.txt" file for each machine in a text editor.
Search for "$ Polygon Hatch Color Count". Copy and paste this key to the existing machine configurations in the "ore applications" section.
Enter a value for the number of materials that will be represented by a hatched pattern.    
Example:     $ Polygon Hatch Color Count =5    
Reference Information:     ""Release Notes - CAESultra - Polygon Hatching for Material Identification" "    

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Table 11
$ Polygon Hatch Color    
Applies to:     This key is only required on Front Shovels, Front Loaders, and Excavators that are working in a mining application.    
Reason for addition:     This key enables a larger number of materials to be displayed by CAESultra. A hatched pattern is applied to a color in order to represent a specified material. Include this key if there are more than fifteen materials that need to be represented. This key is used in conjunction with the $ Polygon Hatch Color Count key.    
To upgrade an existing machine:     Open the "mach_cfg.txt" file for each machine in a text editor.
Search for "$ Polygon Hatch Color".
Copy and paste this key to the existing machine configurations in the "ore applications" section.
Continue to copy and paste until you have created the same number of keys that are defined in the $ Polygon Hatch Color Count key.
Enter a value for the number of materials that will be represented by a hatched pattern.    
Example:     $ Polygon Hatch Color 0 =5
$ Polygon Hatch Color 1 =19    
Reference Information:     ""Release Notes - CAESultra - Polygon Hatching for Material Identification" "    

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Table 12
$ Activity Category Map    
Applies to:     This setting should be checked on all machines that use the "coverage as-built" function.    
Reason for change:     Change the "group mode" in order to obtain the "Group ID" from the coverage as-built surface rather than from the design group.    
How to check and change:     Open the "mach_cfg.txt" file for each machine in a text editor.
Search for "$ Activity Category Map" keys.
Ensure that the third parameter that is after the "=" sign is set to "13" for any keys that are used in coverage mapping.
Search for other instances of the $ Activity Category Map key that are used in coverage mapping and change each instance.    
Example:     $ Activity Category Map 0 =19 0 13 2 2 1.0 10 CoverSVs.cat    
Reference Information:     ""Release Notes - CAESultra - Activity Category Map Key" "    

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Table 13
$ Display Type    
Applies to:     This setting should be checked on all machines.    
Reason for change:     In previous versions of CAESultra, the $ Display Type key referred to the "Navigator" display. The name of this display has been changed to "D3:C4 Nav 10.4".    
How to change:     Open the "mach_cfg.txt" file for each machine in a text editor.
Search for "$ Display Type".
Replace the name "Navigator" with the new name "D3:C4 Nav 10.4".    
Example:     $ Display Type key =D3:C4 Nav 10.4    
Reference Information:     ""Release Notes - CAESultra - Display Type Key" "    

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Table 14
$ Snip Enable    
Applies to:     This setting should be checked on all machines that use the "coverage as-built" function.    
Reason for change:     Change the "group mode" to obtain the Group ID from the coverage as-built surface instead of from the design group.    
How to change:     Open the "mach_cfg.txt" file for each machine in a text editor.
Search for "$ Snip Enable". Ensure that the seventh parameter that follows the "=" sign is set to "3". This applies to any keys that are used in coverage mapping.
Search for other instances of the $ Activity Category Map key that are used in coverage mapping and change each instance.    
Example:     $ Snip Enable 2 =13 2 0 10000 50000 300 3 0 0 0    
Reference Information:     ""Release Notes - CAESultra - Snip Enable Key" "    

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Table 15
$ Utilization Stationary Threshold    
Applies to:     Machines that record utilization information    
Reason for change     This key is no longer needed. The "Stationary Threshold" has now been hard coded to five seconds. This key can be kept in the configuration file without causing any problems.    
How to change     Open the current machine configuration file in a text editor.
Search for "$ Utilization Stationary Threshold".
Either delete the entry, or else place a space to the left of the "$" symbol.    
Example     (space)$ Utilization Stationary Threshold    
Reference Information     ""Release Notes - CAESultra - Utilization Stationary Threshold Key" "    

Configuring Machine Configurations for New Sites

  1. Launch Windows Explorer.

  1. Navigate to the "C:\Program Files\Caterpillar\METSmanagerData\ metsdata\Site" folder.

    Note: The "Site" folder contains the machine configuration templates for each machine type.

  1. Open one of the machine configuration template files.
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    Illustration 36g01460613

  1. Scroll down about halfway through the Machine Configuration template file to the section that starts with "= Special Keys for CAES and CAESultra" (5) .

  1. For each feature that is desired, complete the following actions:

    ReferenceRefer to the individual files in the "C:\Program Files\Caterpillar\METSmanagerDATA \metsdata\Site\Additional feature keys 3.2" directory for a brief description of each new feature.

    ReferenceRefer to Systems Operation, KENR6338 for detailed configuration information for each feature and each key.

    1. Navigate to the "C:\Program Files\Caterpillar\METSmanagerDATA \metsdata\Site\Additional feature keys 3.2" directory.

    1. Open the file with the same name as the feature.
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      Illustration 37g01580956

    1. Copy and paste the contents of the "feature" file to the machine configuration template file under the title of the feature.

    1. The keys have default settings. Configure the keys with the desired settings for the site.

      ReferenceRefer to the text that was copied from the "feature" file for a brief description of each new key.

  1. Save the file with the same name.

  1. Repeat the same procedure for the other template machine files for all the other machine types that are fitted, or will be fitted with CAESultra.

    After this process is complete, any new machines that are created in METSmanager will be configured with the features that were configured in this section.

    Note: The configurations for some features are the same for all machine types. For these features, the entries that are configured in the first machine template can be reused for other machine types.

Receive License

Before proceeding with the following steps, make sure that you have received your Security license(s) back from CAES Key Support.

Screen Configurator Installation

Note: The CAES Office Suite installer will extract the screen configurator installation to the following directory:

C:\Program Files\Caterpillar\CAESultra_Configure_3.2.

Use the following steps in order to complete the installation of the screen configurator tool:

  1. Launch Windows Explorer and navigate to the following folder:

    C:\Program Files\Caterpillar\CAESultra_Configure_3.2

  1. Launch the "Install.bat" file. The "CAES Security Key Definition" screen will appear.

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    NOTICE

    The CAES Key(s) and Serial Number Key(s) are case sensitive and should be entered in uppercase. Ensure that there are no spaces included when entering the CAES Key(s) and Serial Number Key(s).

  1. Enter the "Serial Number Key" and the "CAES Key" that were supplied by CAES Key Support into the "Security" dialog and click the "OK" button.

    Note: After the installation is complete, a shortcut that is specified as "CAESultra Screen Configuration Utility 3.2.0" will be created in the "CAESultra_Configure_3.2" directory. This shortcut can be used to run the Screen Configurator utility. The shortcut can be moved to any location.

    Note: By default, the v3.1 version of the Screen Configurator software stores the configurations in the following location: "C:\Program Files\Caterpillar\CAESultra_Configure_2004.1.0 \demodata\Configure\caes\config". Configurations that are created in the v3.1 software can be copied to the corresponding location in the v3.2 software.

    Note: CAESultra v3.2 does not support screen configurations for any displays other than the D3:C4 Nav 10.4 Display. If configurations for other displays still require support, then this must be done in the v2004 version of the Screen Configurator software.

Upgrading Security

METSmanager Security

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    Illustration 38g01316752

  1. Launch METSmanager. You will be prompted with the "Security" dialog that is shown in Illustration 38.

    Note: The version that is displayed on the screen shows the valid license, rather than the version that is installed. In the case of an upgrade, the version will show "2004.1.0" until the new "Authentication Code" and "Authentication Key" are entered.

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    NOTICE

    The Authentication Code and Authentication Key are case sensitive and should be entered in uppercase. Ensure that there are no spaces included when entering the Authentication Code and Authentication Key.

  1. Enter the "Authentication Code" and the "Authentication Key" that was supplied by CAES Key Support into the "Security" dialog.

  1. Click the "OK" button in order to validate the new security code and the key.

Setting Security For Machines In METSmanager

  1. Launch METSmanager.
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    Illustration 39g01301238

  1. Right click on the machine that is to be changed. Refer to Illustration 39.

  1. Click on "Properties". Refer to Illustration 39.
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    Illustration 40g01322218

  1. Click on the "CAESultra Properties" tab (6) in the "Machine Properties" window.

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    NOTICE

    Do not check the box that is labeled "Restart CAESultra in order to use the new settings". If this box is checked, then the machine will fail security.

  1. Refer to the activation key information that was received from CAES Key Support.

  1. Confirm that the "Machine Display Serial Number" is correct. Refer to Illustration 40.

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    NOTICE

    The Serial Number Key(s) and CAES Key(s) are case sensitive and should be entered in uppercase. Ensure that there are no spaces included when entering the Serial Number Key(s) and CAES Key(s).

  1. Type in the "Serial Number Key" (8) for the machine from the activation key information that matches the "Machine Display Serial Number". This information was received from CAES Key Support. Refer to Illustration 40.

  1. Type in the "CAES Key" (9) for the machine from the activation key information that matches the" Machine Display Serial Number". This information was received from CAES Key Support. Refer to Illustration 40.

  1. Click the "OK" button.

    Note: The new machine configuration file will be sent to the machine. The machine configuration file will not be activated until the machine is restarted.

    Do not restart the machine until instructed to do so later in this procedure.

  1. Repeat Step 1 through Step 9 for all of the machines in METSmanager.
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Illustration 41g01316854

Note: If the "Serial Number Key" and the "CAES Key" are invalid, then METSmanager will report the error. Refer to Illustration 41. Check the "Serial Number Key" and the "CAES Key" again for errors. If there are errors, then the security that is on the display may fail.

CAESoffice Security

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    Illustration 42g01518353

  1. Launch CAESoffice. You will be prompted with a "CAESoffice Registration" dialog. Refer to Illustration 42.

    Note: The version that is displayed on the screen shows the valid license, rather than the installed version. In the case of an upgrade, the version will show "2004.1.0" until the new "Authentication Code" and the "Authentication Key" are entered.

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    NOTICE

    The "Authentication Code" and the "Authentication Key" are case sensitive and should be entered in uppercase. Ensure that there are no spaces included when entering the "Authentication Code" and the "Authentication Key".

  1. Enter the "Authentication Code" and the "Authentication Key" that are supplied by CAES Key Support into the "Security" dialog.

  1. Click the "OK" button in order to validate the new security code and the key.

CAESoffice refers to two locations for the data that is displayed:

"METS" Directory - Site and the machine related information and the snippet directories for the machine

"CAES" Directory - Copies of as-built surface files

Note: Copies of the as-built surface files are created in the "CAES " directory from the as-built surface files in the "METS" directories. Using the original files in the "METS" directories prevents METSmanager from writing new snippet data from the machines to the as-built surface files. The buildup of unprocessed snippets can cause complications with METSmanager.

The copying of the as-built surface files is automatically carried out once CAESoffice is started. This process occurs in the background. No configuration is required.

After completing the entry of the security keys, the user is prompted to configure the location of the "METS" and the "CAES " directories in the "Set System Settings" dialog.

Upgrading the CAESultra Onboard Software

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NOTICE

By Installing, Copying, or otherwise Using the Software, you agree to be bound by the terms of the End User License Agreement (EULA) that is contained within this document.

Preliminary Steps

If the site is using UDP, check the version of the "Operating System" of each CAESultra display. If this value is not set properly, then the CAESultra display will not communicate properly with METSmanager in the office. The machine will continue to receive CMRs from the base station.

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Illustration 43g01581694

The version can be determined by looking at the "Operating System" parameter in a machine diagnostic file in the office. If the operating system is "v1.2" or newer, or the site is using 3rd Party Radios, then no additional steps are required. Proceed to ""Downloading the Software" ".

If the Operating System is "v1.1" as shown in Illustration 43 or an older version, then perform the following steps before installing the CAESultra software:

Note: All steps must be completed in the sequence that is provided in order to prevent the corruption of the CAESultra display.

Note: The following steps apply only if CAESultra "v3.1" or a newer version of software is installed on the display. If an older version of CAESultra is installed on the display, then proceed with installing the software. After the software is installed, perform the following steps:

  1. Verify that the "CAESultra" software is installed. If CAESultra software is not installed, then go to Step 3.

  1. Rename the "D\startcaes.cmd" file.

    1. By using a service keyboard, open Windows Explorer.

    1. Rename the "D:\startcaes.cmd" file to "D:\startcaes.txt".

    1. If the following statement appears, select "YES".

      "Are you sure that you want to change the extension"

  1. Restart the display.

    1. By using the Down Arrow key, select the following option:

      • "NTe w/o Write Filter"

    1. Press the "Enter" key. The display begins to start again.

    1. Before continuing, wait until the display starts completely.

  1. By using the keyboard, close any programs that are running.

  1. By using Windows Explorer, launch the "NetConfigNT.exe" file. This file is in the "D:\NetConfgNT" folder. A warning appears.

    Note: If you receive a message that states "NetConfig requires write enabled mode. Netconfig will now exit", then the display was not in the correct mode when the power was applied to the display. Go back to Step 3.

  1. Select "OK". The "NETconfigNT 1.0" screen appears.
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    Illustration 44g01580853

  1. Select the "Disable Network Interface" radio button.

  1. Select "Apply". A confirmation screen appears.

  1. Shut down all programs that are currently running. This includes Windows Explorer that is running in the background.

  1. Select "Yes". The display starts again.

    Note: If this is the first installation of CAESultra software as determined in Step 1, then the preliminary steps are complete.

  1. Rename the "D\startcaes.txt" file.

    1. By using a service keyboard, open Windows Explorer.

    1. Rename the "D:\startcaes.txt" file to "D:\startcaes.cmd".

    1. If the following statement appears, select "YES".

      "Are you sure that you want to change the extension"

  1. Start the display again.

Downloading the Software

The recommended method for upgrading the CAESultra v3.2 software is to use HyperTerminal in order to transfer files from a laptop computer to the display.

  1. Download the upgrade packages for the CAESultra onboard software directly from the Service Information System (SIS).

    1. Go to the "Main" page of SIS.

    1. Click on the "Downloads" option.

    1. Find "CAES Version 3.2" from the list of downloads.

    1. Download the "CAES v3.2.exe" file.

  1. Launch the "CAES v3.2.exe" file in order to extract the contents of the file.

  1. Open the directory that was used in Step 2 as the location for saving the files that were extracted.

    1. Open the "CAES Version 3.2" directory.

    1. Open the "Display" directory.

  1. Copy the "CAESultra3.2.0_Install.exe" file to the "C:Program Files\Caterpillar" directory.

    1. Right click on "CAESultra3.2.0_Install.exe".

    1. Select "Copy" from the menu.

    1. Launch "Windows Explorer".

    1. Right click on the "C:\Program Files\Caterpillar" directory.

    1. Select "Paste" in order to copy the "CAESultra3.2.0_Install.exe" file.

Sending the CAESultra Installer from the Office PC by Using HyperTerminal

The CAESultra software upgrade can occur on the machine or in the office with a 291-1502 Display Cable and a 167-8964 Power Supply Adapter As .

Perform the following procedure in order to set up HyperTerminal to transfer files:

  1. Connect one end the 291-1504 Cable (Serial Port) to the harness on the display. .

  1. Connect the opposite end to the serial port of the computer.

  1. Connect the 291-1503 Cable (keyboard) to the Display Harness and also to the 167-8960 Keyboard As .

  1. On the PC, select the "Start" menu.

  1. Click on "Programs".

  1. Click on "Accessories".

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    NOTICE

    Do not select the "Send" button until you are instructed to do so in the next step of instructions.

  1. Click on "Communications".

  1. Click on "HyperTerminal". This launches HyperTerminal.
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    Illustration 45g01301273

  1. Select the "Communication Port " that the cable was connected to in Step 3. Refer to Illustration 45.

  1. Select the "OK" button.
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    Illustration 46g01301274

  1. Set up a new connection. Use the following settings:

    • Baud Rate = "115200"

    • Data Bits = "8"

    • Parity = "None"

    • Stop Bits = "1"

    • Flow Control = "None"

    Refer to Illustration 46.

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    Illustration 47g01301277

  1. From the main "HyperTerminal" window, open the "Transfer" drop-down menu. Refer to Illustration 47.

  1. Click on "Send File...".

  1. In the "Send File" window, click the "Browse" button and navigate to the "C:\Program Files\Caterpillar\" directory.

  1. Select the "CAESultra3.2.0_Install.exe" file.

  1. Click the "Open" button.

Receiving the CAESultra Installer with Hyperterminal and Running the CAES Installer

Note: This procedure uses the keyboard that is connected to the D3:C4 Nav 10.4 Display.

  1. Hold down the "ALT" key and select "F4".

    This will close CAESultra. This process may need to be performed multiple times in order to properly shut down CAESultra.

  1. Hold down the "ALT" key and select the "Tab" button.

    This will cycle through any other programs that are running on the display. If another program is running, then hold down the "ALT" key and select "F4".

  1. Repeat Step 2 until no programs are running on the display.

  1. Press the "Windows" key on the keyboard in order to launch the "Start" menu.

    Note: If the keyboard does not have a "Windows" button, hold down the "Ctrl" key and select the "Esc" key. This will also bring up the "Start Menu".

  1. Click "Programs".

  1. Click on "HyperComm1".

  1. Enter any 3-digit area code.

  1. Click the "OK" button.

  1. Click on the "Transfer" menu.

  1. Select "Receive File".

  1. Select the "d:\" as the destination.

  1. Click on the "Receive" button.

  1. On the computer, click "Send".

  1. After the files have been transferred to the display, open Windowns Explorer on the display.

    Note: Hold down the Windows key and press the "E" key. This launches Windows Explorer.

  1. Go to the "Start" Menu and select "Programs".

  1. Select "Explorer".

  1. Navigate to the "D:" drive and launch the self-extracting file.

  1. Answer the questions that are displayed on the screen.

    1. Choose "No" when asked, "Is this a new CAESultra setup?" .

      This action will upgrade the software, but it will not replace the existing mach_cfg.txt file or any existing Win_cfg.txt files.

    1. Choose the desired radio network type. Select "No" in order to toggle through the options.

    1. Select "Yes" at the desired option.

  1. Restart the display and wait for CAESultra to launch.

  1. If you receive any errors, first check the security keys, and then contact your local Caterpillar representative.

  1. Repeat Step 1 through Step 20 for all of the machines in METSmanager.

    Note: The machine configuration file that was previously sent will be used when the software is restarted. Both the new executable file and the new "mach_cfg.txt" file must match.

Configuring GPS Receivers

Use the Configuration Toolbox software to configure a GPS receiver. For more information, see Systems Operation, RENR7548, "Configuration Toolbox User Guide".

CAES v3.2 Release Notes

The following sections outline the changes that have been made in CAES v3.2. The following changes are included:

  • Addition of the UDP for use with Caterpillar or Trimble 900 MHz radios

  • Enhancements to FTP radio connectivity

  • New data flow to report productivity

CAES Hardware

D3:C4 Nav 10.4 Display

The D3:C4 Nav 10.4 display must be NTe 1.1 or later for the following systems:

  • Dual Receiver Excavator systems

  • Dual Receiver Front Shovel systems

  • Systems that are required to support Ethernet port communications

CAESultra v3.2 can be installed on displays that have the NTe 1.0 operating system if these displays are not required for the systems that are listed above.

MS990 Receiver

Dual receiver excavators and front shovels may experience positioning problems as a result of tracking SV32.

Users are advised to disable the tracking of SV32 by using Configuration Toolbox to edit the "appfile.cfg" receiver configuration file. The new configuration file should be sent to all front shovels and excavators.

ReferenceFor further information regarding the procedure to edit the receiver configuration file, refer to Systems Operation, RENR7548, "Configuration Toolbox User Guide".

Note: New firmware is being developed for the MS990 that will allow SV32 tracking to function correctly. The firmware is expected to be released shortly after CAES v3.2 is released.

New Tilt Sensor Supported But Not Included in Hex Kit

In CAES v3.2, the default configuration for the Dual Receiver Excavator is to use "new generation" tilt sensors for the boom, stick and bucket, and to use the original dual axis sensor to measure the pitch of the body.

However, when CAESultra v3.2 is released, the original "single-axis" and "dual-axis" sensors will still be shipped for the excavator and front shovels. Configuration keys must be used to change the dual receiver excavators and front shovels to use the original sensors.

ReferenceRefer to Systems Operation, KENR6338, "Sensor Configuration".

TC900A Radios

This hardware is no longer supported with CAESultra v3.2.

TC900 Radios and CMR+

CMR+ must be used instead of CMR for GPS/GLONASS corrections. CMR+ splits the corrections into manageable, consistently sized packets for efficient transmission. CMR+ is the default in TC900C radios.

TC900B Radio Firmware Upgrade

For all types of radio networks, the TC900B radios should be upgraded to use v2.80. This includes the following networks: KEA, Traditional IP and Easy IP.

TC900C Radio Firmware

For all types of radio networks, the TC900C radios should be upgraded to use v3.20. This includes the following networks: KEA, Traditional IP and Easy IP.

KEA Radios

For radio infrastructure maintenance on existing sites that are using TC900B radios on machines, the following is recommended:

  • If a base radio or a repeater radio fails, replace the radio with a TC900B radio from an existing machine. Replace the radio on the machine with a TC900C radio.

  • If a radio on the machine fails, then replace the radio with a TC900C radio.

Note: KEA radios will not support GNSS and two-way data because the GLONASS corrections will be stripped by the radio.

SNB900 Radios

SNB900 radios should be upgraded to use v1.24.

MCG Flash

A new version of MCG Flash is available on the CAESultra CD. MCG Flash will include the following:

  • v2.80 radio firmware for TC900B radios

  • v3.20 radio firmware for TC900C radios

Original Equipment Manufacturer (OEM) Positioning System Kit Not Available for Dual Receiver Excavator System

The OEM positioning system kit is not available for the Dual Receiver Excavator system.

CAES Office Suite for METSmanager

METSmanager will support v3.1 and v3.2 CAESultra machines. It is advised that installers install the v3.2 CAES Office Suite before installing v3.2 CAESultra on the machines.

File Transfer Protocol from the Office

METSmanager contains an option that is used in order to select the type of method that will be used for communication. The following options can be selected:

  • FTP

  • UDP

  • Machine Version

The option to select the transfer protocol can be found in Site/Transfer Method. By default, METSmanager uses FTP.

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Illustration 48g01458494

The machine list includes a "Comms" column. This column identifies the radio protocol that is used for each machine.

ReferenceFor additional information regarding the use of FTP or UDP, refer to ""Release Notes - CAES Office Suite for METScomms - Radio Communication Protocols" " section.

Default Settings for the Multicast Listen Group

The default settings for the Multicast Listen group have been changed to match the settings in the "Machine Configuration Files" template.

The settings can be changed by selecting Site - Edit Groups and then selecting one of the following options:

New - This option is used in order to create a new group.

Edit - This option is used in order to view the details of an existing group.

Select the "Advanced" option to view the settings.

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Illustration 49g01458637

To change the settings, enable the "Multicast Listen" option.

The addresses of the groups will automatically increment as shown in Table 16.

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Table 16
Group Number     IP Address     Port    
0     239.1.1.0     13000    
1     239.1.1.1     13000    
2     239.1.1.2     13000    
3     239.1.1.3     13000    

"File Status" in the "Communications Queue"

The "File Status" in the "Communications Queue" has had the following additions made to the possible status fields:

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Table 17
File Status Definitions    
Status     Definition    
"Queued"     The file is queued to be sent to the machine.    
"Send Pending"     METSmanager is attempting to send the file.    

On-line Help

The on-line help has been updated in order to include a description of the formats for the productivity records. This allows customers that wish to develop a custom database and a reporting solution to see the format of the records. The customer can then create " personalized schemas" and upload programs.

Two instances of a File Transfer in the "Transfers in Progress" Window

Under certain circumstances, the Transfers in Progress window would display two entries for the same file. When the transfer of the file is complete, only one entry would be removed. This gave the impression that the file still needed to be sent. This has now been resolved so that only one entry appears for each file.

Sending "appfile.cfg" to Numerous Machines

The "Send Appfile To All Machines" feature can be used to send a GPS application file to all of the machines that are defined regardless of the type of machine. This name of the file is "appfile.cfg".

A "Send appfile" will appear in the communications queue for each machine that the file is sent to. If CAESultra on a machine receives the file, then CAESultra will inform METScomms that the file has been sent to the GPS receiver. The Messages window in METSmanager will indicate the successful transfer of the file.

A "Failed transfer" message is displayed in the Messages window for each machine that did not receive a copy of the file. A second message will appear for each machine that did not receive the file. The message will state that the file will be submitted again for sending.

There is nothing in the "Comms Queue" that indicates that the file has been queued in order to be sent. It appears as though the files are not being queued. If another attempt is made in order to use the Send Appfile To All Machines feature, then a message will appear in order to indicate that the function is already in progress.

CAES Office Suite for METScomms

Radio Communication Protocols

CAES supports the use of the following communication protocols:

FTP - This option configures the office to use only FTP for communication with the machines. This option is the same as the "IP" option that is available in v3.1 and earlier CAESultra systems.

UDP - This option configures the office to use only UDP for communication with the machines. This option should not be used if machines prior to v3.2 are used on the site.

File transfer over TMAC is designed primarily for use with the TC900 radio network. Reliable file transfer over TMAC significantly improves file transfer rates over the TC900 radio network compared to FTP.

Machine Version - METSmanager determines the protocol that is used to communicate with each machine. This is based on the CAESultra version. If the version is v3.2, then METSmanager communicates using UDP. If the version is v3.1 or earlier, then the machine will use FTP in order to transfer the files.

Table 18 lists the recommended protocol for the various radio networks.

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Table 18
Radio Network     Protocol    
Trimble 900 MHz radio network with only CAES v3.2 machines     UDP    
Trimble 900 MHz radio network with machines prior to CAES v3.2 and v3.2 machines     Machine Version    
OEM Broadband radio networks     FTP    

If "UDP" is selected, then new machines that are created in METSmanager will be configured with the "$ Office Comms Protocol =UDP" key.

Note: If users wish to switch between FTP and UDP, it is recommended that the "Comms Queue" is emptied of any files that need to be transferred before the transfer protocol is changed.

"Packet Rate" Setting

The "Packet Rate" setting controls the number of "large slot packets" that are sent to the radio from METScomms. This is the number of large slots in every second that is available in the TC900 radios. The rate that the packets are sent to the radio can be controlled by adjusting the following registry key:

HKEY_Local_Machine\Software\Caterpillar\ METScomms\IP Settings\Radio file portions per second

"900 MHz radio network (TC900s)" - This must be set to the maximum number of large slots that are available in each second on a TC900 radio network. This value will need to be changed if repeaters are used in the radio network. Table 19 shows the values that should be used.

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Table 19
Network Configuration     Setting (1)    
Default Setting     13    
1 Access Point and 0 repeaters
Traditional IP    		 7    
1 Access Point and 1 repeater
Traditional IP    		 5    
1 Access Point and 2 repeaters
Traditional IP    		 4    
Multicell with 3 access Points
Easy IP    		 12    
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( 1 ) Packet Rate setting for large slots

FTP Broadband Radios - Broadband radio networks using the FTP protocol control the flow of data according to the available bandwidth at the time of transmission.

UDP Broadband Radios - Broadband radio networks using the UDP protocol control the flow of data according to the "HKEY_Local_Machine\Software\Caterpillar\ METScomms\IP Settings\Radio file portions per second" setting in the registry. To enable the maximum use for the available bandwidth, this registry key should be set to "1001".

Radio Network Configuration in METSmanager

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Illustration 50g01496553

METSmanager Upgrade and Installation Flow Chart

Illustration 50 demonstrates the procedures that should be followed when installing or upgrading METSmanager. The process that is followed will depend on the current and the intended radio protocol that is to be used at the site.

CAES Office Suite for CAESoffice

No changes were made to CAESoffice in v3.2.

CAESultra Software

File Transfer over TMAC/UDP

FTP is the default protocol that is used by CAESultra to transfer files. In order to configure CAESultra to use reliable file transfer over TMAC, specific keys should be added or edited and configured as shown in Table 20.

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Table 20
=======================================
= Specify office comms protocol, defaults to FTP
$ Office Comms Protocol =UDP
$ Office Base Directory =C:\Program Files\Caterpillar\METSManagerData\METSdata\
=======================================    

Note: If users wish to switch between FTP and UDP, it is recommended that the "Comms Queue" is emptied of any files that need to be transferred before the transfer protocol is changed.

The header of the "File Transfer Diagnostics" screen indicates whether a system is configured as UDP or as FTP.

All CAESultra machines are able to send and receive multicast snippets. This is true regardless of whether the "$ Office Comms Protocol" key is set to "FTP" or to "UDP".

Radio Network Configuration for a CAESultra Upgrade

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Illustration 51g01496573

Illustration 51 demonstrates the procedures that should be followed when CAESultra is upgraded. The process that is followed will depend on the current and the intended radio protocol that is to be used at the site.

Reference For more information regarding the different types of radio networks that are available, refer to the ""CAES Office Suite for METScomms - Radio Communications Protocols" " section.

Radio Network Configuration for a CAESultra Installation

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Illustration 52g01496593

Illustration 52 demonstrates the procedures that should be followed when CAESultra is installed. The process that is followed will depend on the intended radio protocol that is to be used at the site.

Reference For more information regarding the different types of radio networks that are available, refer to the ""CAES Office Suite for METScomms - Radio Communications Protocols" " section.

"Packet Rate" Setting

CAESultra must be configured to send the correct number of packets according to the large slots that are available in the radio network.

$ Radio Large Slot Count - The key defines the number of packets that are sent to the radio. The default is "13".

Set the $ Radio Large Slot Count key to be equal to the setting that is used in the following key:

HKEY_Local_Machine\Software\Caterpillar\ METScomms\IP Settings\Radio file portions per second

New "dll" File Versions for FTP

New versions of the following files will be installed on the "D3:C4 Nav 10.4 "display. These files ensure the efficient transfer of files when FTP is used.

  • Wininet.dll

  • Shlwapi.dll

These files will be installed by the CAESultra self-extractor.

File Transfer Diagnostics

The diagnostic file indicates the protocol that is active on the machine. The file transfer statistics for the protocol are also shown. Table 21 shows some typical values for this file.

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Table 21
-------------------------------------------------------------------
CLIENT UDP TRANSFER DIAGNOSTICS
Statistics
Files:156 Bytes:248709 Compressed Bytes:0
Failed:0 Retries:0 Cancelled:0
Times(ms):1366008 In Queue:2
-------------------------------------------------------------------
CLIENT FTP TRANSFER DIAGNOSTICS
Statistics
Files:8 Bytes:61960 Compressed Bytes:0
Failed:0 Retries:0 Cancelled:0
Times(ms):61168 In Queue:1    

"File Transfer Diagnostics" Screen

The "File Transfer Diagnostics" screen has changed. The changes improve the quality of information that can be derived from the screen.

There is a "File Transfer Status" indicator in the top left corner of the screen. This indicator contains the current status of the file transfers. When an FTP or a UDP connection is used, a permanent link between the office and the machine is not established. Instead, a series of communications between the display and the office software occurs when any file is transferred.

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Illustration 53g01458524

If no activity has occurred since the File Transfer Diagnostics dialog was started, then the File Status will appear blank.

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Illustration 54g01458574

"Queued" - The status is displayed when the files cannot be sent. The files will be queued until an appropriate time when the files can be sent.

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Illustration 55g01458571

"In Progress" - The status is displayed when the display and the office software are transferring a file.

Note: When using FTP, a green "Starting" status may appear before the "In Progress" status appears.

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Illustration 56g01458573

"Complete" - The status is displayed when the transfer of a file has occurred successfully. This status will not update until a new file is sent or until the "File Transfer Diagnostics" dialog is restarted.

Note: The transfer of small files is very fast. It is possible that you may not see the status change for each file. The list of transferred files can be used in order to verify the transfer of these smaller files.

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Illustration 57g01458575

"Error" - The status appears only when FTP is used. The message will appear for thirty seconds before CAESultra will attempt to send another file. If this occurs, then the status will change to one of the settings that were discussed earlier.

Note: When using FTP or UDP, the Server Status does not show an active connection unless a file is being sent. This occurs because the session is closed when no files are being transferred. The connection is reopened when a file is sent.

The following changes have been made to the "List" view in the" File Transfer Diagnostics" screen:

  • Only one entry appears for each file that is being transferred.

  • The state of the file transfer for each file is updated automatically.

  • Queued files will automatically be sent again when CAESultra restarts.

  • Multicast snippets appear while the snippets are being transferred. The snippets disappear from the list when the transfer is complete.

GPS State

CAESultra now detects the start of a "No GPS" condition and the end of the "No GPS" condition. This is used to control the "uncertain" state in the new machine record. This is propagated through to the GPS timeline. "No GPS" is indicated on the timeline with an orange color.

Machine State

The behavior of the "GPS State" has been changed. The threshold for defining when a machine is stationary or the machine is moving is now hard coded to 5 seconds.

"$ Activity Category Map" Key

Users are advised to configure any instances of the "$ Activity Category Map" key that is used for coverage mapping to use "coverage with time" instead of "coverage without time". Examples include GPS and radio coverage. To perform this change, edit the "file type" to a value of "13" as shown below: This is the third parameter that follows the "=" sign.

$ Activity Category Map 0 =19 013 2 2 1.0 10 CoverSVs.cat

"$ Snip Enable" Key

Users are advised to configure any "$ Snip Enable" key that is used for coverage and as-built surfaces to obtain the "group Id" from the coverage as-built surface. To perform this change, edit the "group mode" parameter to a value of "3" as shown below. This is the seventh parameter that follows the "=" sign.

$ Snip Enable 2 =13 2 0 10000 50000 3003 0 0 0

"$ Utilization Stationary Threshold" Key

The "$ Utilization Stationary Threshold" key is no longer required. This key defines whether a machine is stationary or if a machine is moving. The key has been hard coded to five seconds.

"$ Display Type" Key

The "$ Display Type" key defines the type of display that is used in the CAES system. This key can be found in the "master.txt" file. These options are set when the v3.2 system is configured.CAESultra v3.2 can use the following options as settings:

  • "PC"

  • "D3:C4: Nav 10.4"

  • "Navigator" (not used - see note)

Note: The term "Navigator" is copyrighted and is no longer used within the CAES system. If this term is used, then a message is written to the "Diagnostic Message Log". The message informs the user to change the setting.

Warning, 13:28:35, 41102, Config Key Warning -> Display Type has value of "Navigator". Use "D3:C4 Nav 10.4".

"Polygon Hatching" for Material Identification

Hatching allows more materials to be identified in the "Plan" view of the CAESultra software. The hatching feature cannot be used in any view other than the "Plan" view.

The D3:C4 Nav 10.4 display is limited to a background color and fifteen additional colors. Each color is used to represent a different material. Only fifteen materials can be represented before a color is repeated for another material.

By applying a hatched pattern to the fill color that is used to identify materials, thirty materials can be identified from the plan view. To prevent confusion with the hatched pattern that is used to indicate "Mining in Progress" areas, the pattern that is used for material identification is less dense.

Illustration 58 demonstrates the way that "Polygon Hatching" is used in order to differentiate any materials that are identified by the same color.

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Illustration 58g01493413

(11) Material "Gold P3" defined by "Hatched Polygon"

(12) Mined out area denoted by dense hatching

(13) Material "Gold P2" defined by an area that is not hatched

Note: The configuration of the hatched areas should be the same for all of the machines that are on the site.

The following keys must be added to the machine configuration file in order to use the "hatching" feature:

  • "$ Polygon Hatch Color Count"

  • "$ Polygon Hatch Color"

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Table 22
$ Polygon Hatch Color Count    
Description:     This key defines the number of DXF colors that will contain a hatched pattern.
Note: The same number of "$ Polygon Hatch Color" keys should be present in the configuration file.    
Syntax:     $ Polygon Hatch Color Count =<number>    
Example:     $ Polygon Hatch Color Count =2
Five instances of the "$ Polygon Hatch Color" key will be present in the machine configuration file.    
Parameter     Description     Possible Values     Default     Data Type     Units    
number     Number of colors     0-15     N/A     Integer     NA    

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Table 23
$ Polygon Hatch Color    
Description:     This key identifies the DXF color that will contain a hatched pattern.    
Syntax:     $ Polygon Hatch Color <count> =<DXF Color>    
Example:     $ Polygon Hatch Color 0 =5
$ Polygon Hatch Color 1 =19
The DXF colors 5 and 19 will contain a hatched pattern.    
Parameter     Description     Possible Values     Default     Data Type     Units    
count     The occurrence of this key     0-15 (1)     N/A     Integer     NA    
DXF Color     DXF Color to be hatched     0-255     N/A     Integer     N/A    
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( 1 ) The maximum value should not exceed the value that is set by the "$ Polygon Hatch Color Count" key.

Inclination Sensor Configuration

By default, the Excavator and Dual receiver Front Shovel are now configured with the "$ Use AS7 Sensors" key. This key is configured in the machine configuration file. This means installers no longer need to manually configure the key when carrying out a new installation on either of these machines.

The "Change Sensor Type" dialog no longer indicates the type of sensor that is connected because the AS7 sensor in the only sensor that is available.

Material Status Not Displayed

In previous CAESultra versions, setting the "$ Ore Status Maint Enable" key to "Group" mode would prevent the "Material Status with Time ($ Data File Param)" as built information from being displayed by CAESultra on the display.

This issue has now been resolved in CAESultra v3.2.

Negative Coordinates

CAESultra v3.1.1 would cause the "Position Error" status to be displayed and would not function when a machine reported negative coordinates.

This issue has now been resolved in CAESultra v3.2. CAESultra is able to work normally when operating in negative coordinates.

Productivity Reporting

The following changes have been made to the productivity reporting data flow:

  • A new format has been developed for the productivity file.

  • Oracle Database 10g Express Edition is supported.

  • New Productivity Tools have been created.

Productivity Records for v3.2

The format for the productivity files has changed in v3.2. The benefits of the new format include the following items:

  • The accuracy has increased because the process for recording data has been improved.

  • Data is handled more efficiently during the transfer of the data.

  • The method that is used to handle data that has been lost has been improved.

Note: The v3.1 format and the v3.2 format of productivity files are described in the METSmanager Help system.

Productivity File Conversion Service

Cat Productivity Reporting Tools cannot use productivity files in any format other than v3.2. The CAES Productivity File Conversion Service converts earlier versions of format productivity files into CAES v3.2 productivity files. The versions of CAES productivity files that are supported are as follows:

  • v3.1.110

  • v3.1.047

  • v2004.1

Productivity File Data Flow with CAESultra v3.1 and v3.2

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Illustration 59g01458615

Illustration 59 shows the Productivity Conversion Service being used in order to convert v3.1 productivity files to the v3.2 format for import to the Oracle database.

Files with either the "*.csv" or the "*.dat" extension are handled by the service. CAES productivity files prior to version v2004.1 are not supported by the service. The service can be used to perform the following actions:

  • Build a history into the new database.

  • Handle productivity files that are produced in machines that have not been upgraded to v3.2.

Additional information about the Productivity File Conversion Service can be found in the Help system of the CAES Productivity File Conversion Service.

Use the following steps to access this system:

  1. From the "Start" menu, select "Control Panel".

  1. Select "Administrative Tools".

  1. Select "Services".

  1. Scroll down the list of services.

  1. Right click on "ProdConvertService".

  1. Select "Help".

    Note: Users must configure the Productivity Conversion Service if v3.1 productivity files are to be imported to the Oracle Database. Failure to correctly configure the "minestar" directory and the "point type" descriptions will result in the following action: Codes will be imported that may not be edited to the corresponding name if those names already exist in the database.

Office Weight Records

Office weight records are not handled by the CAES Productivity Conversion Service. The office weight record files will need to be produced in the same manner that the records are produced for v3.1. The extension for the office weights file should be ".prod".

Oracle Database 10g Express Edition (XE)

Note: The total memory space that is required to run Oracle Database XE is 5 GB.

Oracle Database 10g Express Edition is now used for storing productivity data. The Express Edition of the Oracle 10g database is a freely available database. Oracle 10g Express Edition allows storage of up to 4 GB of data.

Users that expect to exceed the 4 GB limit for storage can perform one of the following actions:

  • Upgrade the Oracle 10g Express Edition to an Enterprise Edition of the Oracle 10g database. This action allows additional data to be stored.

  • Manage the database in order to keep from exceeding the limit for storage. Refer to the Oracle documentation for information about managing the database.

Once the Oracle database has been installed, the following location provides a good starting point for users that wish to become familiar with the functionality of Oracle:

  • Start > All Programs > Oracle Database 10g Express Edition > Get Started

The same information can also be accessed from within the Oracle database "Home" page.

The "Get Started" guide has links to additional information regarding functions that can be used in order to optimize the use of the Oracle database. These links include the following information:

  • "Compacting Data Storage"

  • "Backing Up and Recovering Data"

  • "Deleting Data"

  • "Importing, Exporting, Loading, and Unloading Data"

Users that wish to load historical data into the Oracle database will need to use the Productivity File Conversion Service. This service is used in order to convert the CAESultra v2004 and v3.1 productivity files to v3.2 format. The files can then be loaded into the Oracle database by using the Cat Productivity ReportingTools.

Note: Data cannot be taken directly from a v3.1 Access or an SQL database. This is true because there are different assumptions that are made when using v3.2 format productivity files compared to v3.1 and earlier productivity files.

Note: Support for the Oracle Database 10g is provided by the documentation from Oracle and the on-line Oracle forum.

The installation of the Oracle Database 10g Express Edition is described in a PDF document that is entitled "Installing Oracle Database 10g XE". The option to view or to print this document is provided during the installation process. Alternatively, the document can be found in the "Start" menu under "Programs/Caterpillar".

Cat Production Reporting Tools

The new Cat Production Reporting Tools use a CAES designed schema that is running on an Oracle 10g database. This method enables users with CAES and Aquila machine systems to utilize one common reporting tool. The new reporting tools include the following:

  • Cat 2DB

  • Cat Configurator

  • Cat Editor

  • Cat Reports

ReferenceFor information regarding the Cat Productivity Reporting Tools, refer to the manual for each tool. The manuals can be found in the "Help" system of the individual program.

The new Cat Productivity Reporting Tools replace the following programs:

  • CAES Uploader

  • CAES Report Generator

  • CAES Database

The following statements apply to the tools:

  • A site that currently uses the Aquila reporting tools on an Oracle 10g database can be set up to use CAES data.

  • It is possible to run the CAES v3.1 reporting tools with v3.1 CAESultra machines via METSmanager v3.2.

  • It is not possible to report productivity from v3.2 machines in v3.1 productivity tools.

Cat Configurator

Cat Configurator is a program that allows users to configure the Caterpillar Database for use by the Caterpillar Office products. Users can create operators, activities, delays, job codes, etc., within the database.

This is a replacement for the Filebuilder utility. "Point Types" are not supported. These must be configured in the Productivity Conversion Service.

Cat 2DB

Cat 2DB is a program that creates the different schemas for the Caterpillar Database and processes the productivity data into the database.

Cat Editor

Cat Editor allows users to edit the data in the database, manually add data from time sheets, or edit erroneous data.

Cat Reports

Cat Reports is a program that enables configured reports to be produced based on the data that is contained within the Oracle database. The reports that are offered by Cat Reports are the same as those reports that are available in CAES v3.1 with the following exceptions:

The following reports have been removed in v3.2:

  • "Daily Density Reports"

  • "Daily Volume Differences"

  • "Shovel Movement Summary"

  • "Unidentified CAES Material"

The additional reports include the following reports:

  • "Bulk Materials"

  • "Bulk Materials Chart"

  • "Monthly Density From Current Elevation"

  • "Monthly Density From Design"

  • "Parameter Display"

  • "Point Report Individual Plot"

  • "Utilization Without Off Time"

Common Problems

A report is produced but the data is not visible. If this occurs, verify that a roster and a schedule have been created.

File Builder

File Builder is still required with CAES v3.2 for creating the list data to be used within CAESultra.

CAES v3.1 Uploader, Database, and Report Generator

The v3.1 tools can be used in parallel with v3.2 to provide reports on existing v3.1 machines. The tools can also be used in order to provide a comparison of reporting abilities between the two versions.

The v3.2 productivity records cannot be used by the v3.1 reporting tools.

"NetConfigNT" and the "cse.ini" File

As part of the installation, the setup program will check for the existence of the "cse.ini" file. The "cse.ini" file stores the configuration from the information that was entered in the "NetConfigNT" utility.

For a new installation, the setup program will delete any existing copies of the "cse.ini" file in the "d:\NetconfigNT\" directory. A new file will be installed. The name of the file is "cse.ini.install". The setup program will rename the file to "cse.ini".

For an upgrade, the setup program will check for a "cse.ini" file. If a "cse.ini" file is not found, then a new file will be installed. The name of the file is "cse.ini.install". The setup program will rename this file to "cse.ini". If a copy of the "cse.ini" file is found, then the setup program will rename the install file from "cse.ini.install" to "cse.ini.org".

Recording Materials from Modular Mining System

The method that CAESultra uses to log the Modular Mining Truck Load material type has been rationalized in the database. The entries for the same material are not repeated for each truck load.

CAES v3.2 Improvements

CAES v3.2 includes the addition of UDP for use with Caterpillar and Trimble 900 MHz radios, enhancements to FTP radio connectivity, and a new data flow for productivity reporting. The following sections provide additional details about the changes that have been made in CAES v3.2.

VIMSwireless99

The VIMSwireless99 functionality is no longer supported in CAES.

Aquila Drill Management System

The Aquila Drill Management system functionality is no longer supported in CAES.

Approved Firmware Versions for CAES 3.1

CAES Office Software Versions

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Table 24
CAES Office Software Versions    
Application     Version    
METSmanager     3.2.0    
METSdiag     3.2.0    
METScomms     3.2.0    
CAESoffice     3.2.0    
CAESultra     3.2.0    
RAScm     3.0    
CatFTPserver     2.2    
KEAServer     1.0    
(NTe NavigatorEmbedded OS)     Nav 1.2    
BIOS version update needed Nav's     v2.9    
CAESfilebuilder     1.4    

CAES

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Table 25
CAES    
Application     Version    
MSController (Formerly Winpan)     3.2.0    
METSdiag     3.2.0    

Hardware Utilities Firmware Versions

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Table 26
Hardware Utilities Firmware Versions    
Application     Version    
CToolBox     8.7.0.0    
TNR     1.22    
MCGFlash     1.45    
Easy IP DNS     1.2    
CSGTestSuite     0.72    

In addition to the firmware, the TNR also has the following two "netconfs" available:

"Mixed Use" - This is ideal for applications where there are numerous TMAC and Tope messages.

File Transfer - This is ideal for CAES multicast and VIMS applications where file messages are transferred. These options set the radio slot tables.

Firmware for Receivers

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Table 27
Firmware for Receivers    
Application     Version    
MS840 Ultra/Basic Receiver     1.58    
MS860 SiteVision Receiver     1.58    
MS980 receiver (Application/Monitor)     1.39 / 1.10    
MS990 Receiver (Application/Monitor)     3.61 / 3.21    

Firmware for Radios

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Table 28
Firmware for Radios    
Application     Version    
TC900B KEA Radio     2.80    
TC900B IP Radio     2.80    
TC900B KEA/IP/Ezip Radio     2.80    
TC900C KEA Radio     3.20    
TC900C IP Radio     3.20    
SNB900 radio     1.24    

Template Configuration Files

A new set of machine configuration files has been created in order to support the use of UDP for machines that are created for v3.2 CAESultra.

Documentation

Current Manuals

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Table 29
Title     v3.2 Media     v3.1 Media    
"CAES Systems Operation"     KENR6338     KENR6338    
"CAESultra Operation and Maintenance"     SEBU8277     SEBU8277    
"CAES v3.1 Upgrade"     NA     REHS3128    
"CAES v3.2 Update"     REHS3698     NA    
"CAESultra METSmanager User Guide"     RENR9966     RENR9966    
"CAESoffice User Guide"     RENR7887     RENR7887    
"CAES Productivity Report Generator User Guide"     RENR7393     RENR7393    
"Configuration Toolbox User Guide"     NA     RENR7548    
"CAESultra MS9xx Hardware Update"     NA     REHS2991    
"MCGFlash v3.1 User Guide"     NA     REHS2585    

KNOWN ISSUES AND RECOMMENDATIONS

METSmanager

Unique Machine Name

The machine name is used in establishing FTP communications. Every machine should have a unique name in order to prevent serious communication problems from occurring.

CAESultra

Reconfigure Surface Updates

If updates for more than one surface type are to be sent to the office, then users should configure surface updates to be staggered. This allows different snippet types to be sent at different times.

In order to configure the surface updates, set up the "$ Snip Enable" keys to generate and to send different surface updates at different intervals. The following keys demonstrate this process:

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Table 30
"Current" Configuration:
$ Snip Enable 0 =12 2 2 10000 20000 300 0 0 0
$ Snip Enable 1 =17 2 2 10000 50000 300 0 0 0
$ Snip Enable 2 =13 2 2 10000 20000 300 0 0 0
$ Snip Enable 3 =11 2 2 10000 50000 300 0 0 0

"Staggered" Configuration
$ Snip Enable 0 =12 2 2 10000 20000 250 0 0 0
$ Snip Enable 1 =17 2 2 10000 50000 2600 0 0
$ Snip Enable 2 =13 2 2 10000 20000 270 0 0 0
$ Snip Enable 3 =11 2 2 10000 50000 280 0 0 0

Note that in the "staggered" configuration, there is a 10 second interval between each update.    

Productivity Reporting

Users and supervisors should be aware that the positive and the negative signs that are used in productivity reporting are different. The difference depends on where the values are displayed.

"Volume Productivity" screens in CAESultra - Volumes are provided "to design" so that the operator knows the amount of material that needs to be moved.

"Volume Productivity" in CAESoffice and Cat Reports - Volumes are described as the change in volume that has occurred.

CAESoffice

Users Experiencing Difficulties with Displays

CAESoffice may experience difficulties displaying and updating machine positions. Each window that is opened in CAESoffice will be treated as a new screen by the video card. Therefore, a large number of windows in CAESoffice may place too high a demand on the video card. Many additional factors will affect the amount of the demand that is placed on the video card.

Users are advised to open no more than one window for each 1 MB of capacity on the video card. For example, no more than 124 screens should be run on a PC with a 124 MB video card. This example assumes that no other software is running on the PC that requires the use of a video card.

Users are advised to investigate the specifications of the video card that is used in the PC. Users should use an appropriate number of windows in CAESoffice.

CATERPILLAR TRIMBLE CONTROL TECHNOLOGIES LLC END USER LICENSE AGREEMENT

IMPORTANT, READ CAREFULLY. THIS END USER LICENSE AGREEMENT ("AGREEMENT") IS A LEGAL AGREEMENT BETWEEN YOU AND CATERPILLAR TRIMBLE CONTROL TECHNOLOGIES LLC (CTCT) and applies to the computer software provided with the CTCT product purchased by you (whether built into hardware circuitry as firmware, embedded in flash memory or a PCMICIA card, or stored on magnetic or other media), or provided as a stand-alone computer software product, and includes any accompanying printed materials and any "online" or electronic documentation ("Software"). The Software also includes any software, (including, without limitation, upgrades and updates), that you download from Caterpillar's Web site. BY CLICKING "YES" IN THE ACCEPTANCE BOX, OR BY INSTALLING, COPYING OR OTHERWISE USING THE SOFTWARE, YOU AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT, PROMPTLY RETURN THE UNUSED SOFTWARE AND ACCOMPANYING CTCT PRODUCT TO THE PLACE FROM WHICH YOU OBTAINED THEM FOR A FULL REFUND. This Software is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The Software is licensed, not sold. The following third party software is included with the CTCT product and is subject to this Agreement: Microsoft Windows CE, copyright 1995-2001 © Microsoft Corporation, Inc. All rights reserved. ("MS Windows CE") 1 SOFTWARE PRODUCT LICENSE 1.1 License Grant. This Agreement grants you a limited, non-exclusive, non-sublicensable right to use one (1) copy of the Software in a machine-readable form on any computer system. Such use is limited to use with CTCT products on any computer hardware and operating system for which it was intended. 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Caterpillar Information System:

938H Wheel Loader and IT38H Integrated Toolcarrier Hydraulic System Pilot Oil Accumulator (Dead Engine, Lift Arm Lower) - Test and Charge
3176C Engine for Caterpillar Built Machines Electronic Service Tool Does Not Communicate
3176C Engine for Caterpillar Built Machines ECM - Replace
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CP54 and CS54 Vibratory Soil Compactors Machine Systems Air Cleaner
14M and 16M Motor Graders Machine Systems General Information - Autolube System, If Equipped
CP76 and CS76 Vibratory Compactors Propel System Piston Pump Neutral (Drum Propel Pump) - Adjust
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14M Motor Grader Operator Controls
140M Motor Grader Engine Supplement Aftercooler - Remove
CP54 and CS54 Vibratory Soil Compactors Machine Systems Speed and Vibratory Module Group - Cab
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Cat&reg; Digital Voltage Regulator Generator Overcurrent - Troubleshoot
3176C Engine for the R1600G and the R1700G Load Haul Dumps Coolant Temperature Is High
Supplemental Parts Information for the USN Seabee AP655C{1000, 7000} Supplemental Parts Information for the USN Seabee AP655C{1000, 7000}
3176C Engine for Caterpillar Built Machines ECM Does Not Communicate with Other Modules
CS56, CS64, CS74, CS76, CP56, CP64, CP74 and CP76 Vibratory Soil Compactors Engine and Machine Warm-Up
3176C, 3406E and 3456 Industrial Engines Engine Cranks but Does Not Start
CP76 and CS76 Vibratory Compactors Propel System Pump Control (Manual Displacement Control) Neutral (Axle Propel) - Test and Adjust
3176C Engine for the R1600G and the R1700G Load Haul Dumps Engine Misfires, Runs Rough or Is Unstable
CP76 and CS76 Vibratory Compactors Propel System Neutral Start Switch - Test and Adjust
3176C, 3406E and 3456 Industrial Engines Engine Shutdown Is Intermittent
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