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User Guide Trademark Notices Comtrol, NS‐Link, RocketLinx, and DeviceMaster are trademarks of Comtrol Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. HyperTerminal is a registered trademark of Hilgraeve, Inc. Portions of SocketServer are copyrighted by GoAhead Software, Inc. Copyright © 2001. GoAhead Software, Inc. All Rights Reserved. Other product names mentioned herein may be trademarks and/or registered trademarks of their respective owners. First Edition, September 5, 2014 Copyright © 2001 ‐ 2014. Comtrol Corporation. All Rights Reserved. Comtrol Corporation makes no representations or warranties with regard to the contents of this document or to the suitability of the Comtrol product for any particular purpose. Specifications are subject to change without notice. Some software or features may not be available at the time of publication. Contact your reseller for current product information. Part Number: 2000602 Rev. A -- This is a pdf copy of the PortVision DX Help System Table of Contents Introduction __________________________________________________________________ 1 Requirements 7 Features 8 Locating the Latest Documentation 8 Downloading the Latest Documentation Catalog File 9 Downloading Documentation from Comtrol 10 Accessing Previously Downloaded Documentation 11 Installing PortVision DX _______________________________________________________ 13 User Interface Overview _______________________________________________________ 17 Main Screen 18 Menu Bar 19 Tool Bar 19 Device Tree Pane 19 Device Tree Details Pane 20 Device List Pane 21 Device List Details Pane 22 Status Bar 23 Buttons 23 Scan 24 Refresh All 24 Properties 24 Save 24 Load 25 Upload 25 Reboot 25 Webpage 25 Help 26 About 26 Exit 26 File Menu 26 Manage Menu 27 View Menu 31 Tools Menu 32 Log File 33 Applications Shortcuts 35 Options...Screen 36 Help Menu 37 Properties Screen 37 What's This Help Feature 38 DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties 39 General Tab (DeviceMaster LT | PRO | RTS | Serial Hub | 500) 39 Software Settings Tab (DeviceMaster LT | PRO | RTS | Serial Hub | 500) 42 Web Interface Tab (DeviceMaster LT | PRO | RTS | Serial Hub | 500) 44 iii Table of Contents DeviceMaster UP Properties General Tab (DeviceMaster UP) Software Settings Tab (DeviceMaster UP) Web Interface Tab (DeviceMaster UP) IO-Link Master Properties General Tab (IO-Link Master) Software Settings Tab (IO-Link Master) Web Interface Tab (IO-Link Master) RocketLinx Properties General Tab (RocketLinx) Web Interface Tab (RocketLinx) General Tab (Other Hardware) Add New Device Screen Add New Device Screen (Managed) Add New Device Screen (Other Hardware) 45 45 48 50 51 51 54 56 57 57 61 62 64 65 67 Managing the View ___________________________________________________________ 69 Scanning the Network 70 Managing Devices 71 Using Folders 71 Adding Folders 72 Moving Folders 72 Renaming Folders 73 Deleting Folders 73 Moving Devices into a Folder 74 Adding a New Device 74 Remote Using the IP Address 75 Local Using the IP Address or MAC Address 75 Unmanaged Switches or Third-Party Devices 76 Renaming a Device 76 Deleting a Device 77 Changing the Detection Type (DeviceMaster) 77 Saving Device Diagnostics Data Files (IO-Link Master) 78 Editing Notes 78 Changing the Device List View 78 Refreshing the View 79 Managing Sessions 80 Importing PortVision Plus Sessions 80 Creating a New Session 81 Saving a Session 82 Opening an Existing Session 82 Exporting the Device List 83 Network Configuration ________________________________________________________ 85 DeviceMaster (LT, PRO, RTS, Serial Hub, and 500) 86 Assigning IP Addresses to Multiple Devices 88 Assign a Range of IP Address to Multiple DeviceMasters 88 Same IP Address on Multiple DeviceMasters 89 iv PortVision DX User Guide DeviceMaster UP Assigning IP Addresses to Multiple Devices Assign a Range of IP Address to Multiple DeviceMasters Same IP Address on Multiple DeviceMasters IO-Link Master RocketLinx 90 92 92 93 94 96 Firmware ___________________________________________________________________ 99 DeviceMaster (LT, PRO, RTS, Serial Hub, and 500) 99 Checking the SocketServer Version 100 Uploading SocketServer 102 Checking the Bootloader Version 104 Uploading Bootloader 105 DeviceMaster UP 107 Checking Protocol-Specific Firmware Versions 108 Uploading Protocol-Specific Firmware 109 Checking the Bootloader Version 111 Uploading Bootloader 112 IO-Link Master 114 EtherNet/IP and Modbus/TCP 114 Images and Applications 114 Checking the Software Versions 116 Uploading Images and Applications 117 RocketLinx (Managed) 119 Checking the Configuration Web Page Version 120 Uploading Firmware 121 Uploading Firmware on a Single RocketLinx 121 Uploading the Web User Interface on Multiple RocketLinx Switches 123 Checking the Bootloader Version 124 Uploading Bootloader 125 Software Settings ___________________________________________________________ 127 DeviceMaster 127 Security Considerations 128 Accessing the Software Settings Tab 128 DeviceMaster UP 129 Accessing the Software Settings Tab 129 IO-Link Master 130 Accessing Configuration Web Pages ___________________________________________ 131 Locating Configuration Web Page Information 131 Configuration Files __________________________________________________________ 133 Converting DeviceMaster Configuration Files 133 Saving Configuration Files 134 Main Screen 134 Software Settings Tab 136 Loading Configuration Files 137 Main Screen 137 Software Settings Tab 139 v Table of Contents Reset to Factory Default 140 Telnet SSH Sessions ________________________________________________________ 141 DeviceMaster TCP and UDP Socket Ports 141 Accessing Other Applications_________________________________________________ 143 Adding Shortcuts 143 Changing Application Shortcuts 144 Removing Application Shortcuts 144 Test Terminal 145 Port Monitor 145 PuTTY 145 Changing PortVision DX Options ______________________________________________ 147 Logging Events _____________________________________________________________ Enabling Event Logging Accessing the Event Log Clearing the Event Log 149 149 150 151 Troubleshooting ____________________________________________________________ 153 Using the LED Tracker 153 IO-Link Master 153 RocketLinx 154 OFF-LINE Devices 155 Contacting Technical Support 155 vi Introduction PortVision DX automatically detects Comtrol Ethernet attached products physically attached to the local network segment so that you can configure the network address, upload firmware, and manage the following products: • DeviceMaster family • DeviceMaster PRO • DeviceMaster RTS • DeviceMaster Serial Hub • DeviceMaster 500 • DeviceMaster LT • DeviceMaster UP • IO-Link Master • RocketLinx In addition to identifying Comtrol Ethernet attached products, you can use PortVision DX to display any third-party switch and hardware that may be connected directly to those devices. All non-Comtrol products and unmanaged RocketLinx devices are treated as non-intelligent devices and have limited feature support. For example, you cannot configure or update firmware on a third-party switch. Requirements PortVision DX may require that you have the latest Microsoft Service pack for your operating system (32/64-bit): • Windows 8/8.1 • Windows Server 2012 • Windows 7 • Windows Server 2008 • Windows Vista • Windows Server 2003 • Windows XP To utilize all PortVision DX features, make sure that your Comtrol Ethernet attached product has the latest firmware versions installed. If you do not have the appropriate version on your device, you should upload the latest version before performing configuration procedures. Introduction 7 PortVision DX User Guide Features PortVision DX supports these features on Comtrol Ethernet attached products: • Network settings configuration tailored for that product. The DeviceMaster can also assign sequential or identical IP addresses to multiple DeviceMasters simultaneously. • Ability to upload the latest firmware (default application for the product) or bootloader. • Ability to save and load configuration files so that standard configuration settings can be propagated across similar products. • Access to Comtrol Ethernet attached product configuration web pages. • Access to Telnet/SSH sessions, which opens a command prompt window and establishes a telnet connection with an IP connected device. • Remotely reboot any Comtrol Ethernet attached (managed) product. • Locate technical documentation and connector pin-out information for your Comtrol Ethernet attached product in the Properties window. • Provides event logging at the device-level and application-level. • Capability to access your favorite applications with shortcuts from PortVision DX. By default it provides access to the following applications: • Test Terminal (serial port test application) • Port Monitor (serial port monitoring application) • PuTTY (free MIT-licensed Windows 32-bit Telnet, SSH, and Rlogin client) Locating the Latest Documentation You can download the latest document version or access the documentation (after you have downloaded it) in PortVision DX from the Help > Documentation menu option or from the Properties page Documentation... menu. To open Comtrol product documentation, you must have a pdf Reader installed on your system. You can download the Acrobat Reader from the Adobe web site. 8 Introduction PortVision DX User Guide Downloading the Latest Documentation Catalog File PortVision DX includes the documentation catalog file that was available at the time PortVision DX was built. The documentation catalog is continually updated and the first time you want to download product documentation, you should first download the latest catalog file. You may want to occasionally update this file so that you can retrieve the latest documents released. Use this procedure to update your documentation catalog file. 1. Click Documentation from the Help menu on the Main screen or on the Properties page. 2. Click the DOWNLOAD THE CURRENT DOCUMENTATION CATALOG ONLINE button. You are now ready to download the latest documentation from Comtrol. Introduction 9 PortVision DX User Guide Downloading Documentation from Comtrol You can use this procedure to download documentation for your Comtrol product or products. You can also use this procedure to check to see a newer edition has been released since you downloaded the document. You must have an internet connection to use this procedure. 1. Click Documentation from the Help menu on the Main screen or on the Properties page. 2. Select the appropriate product Category from the drop-list. 3. If appropriate, select the appropriate Subcategory (model/description) from the drop-list. 4. Select the document that you want to download from the Documentation drop-list. 5. Click the Download the latest edition from the web button. Note: Downloading a manual may take a few moments or longer depending on your internet connection. The document that you selected is saved into the PortVision DX/doc subdirectory and opens on your system. The document can be reopened using the following procedure. 10 Introduction PortVision DX User Guide Accessing Previously Downloaded Documentation After you have downloaded product documentation, you can open the downloaded version from PortVision DX using the following procedure. If you have an internet connection, you may want to check for the latest version. 1. Click Documentation from the Help menu on the Main screen. 2. Select the appropriate product Category from the drop-list. 3. If appropriate, select the appropriate Subcategory (model/description) from the drop-list. 4. Select the document that you want to download from the Documentation drop-list. 5. Click the Open the local copy of this document button. Introduction 11 PortVision DX User Guide 12 Introduction Installing PortVision DX During initial configuration, PortVision DX automatically detects and identifies Comtrol Ethernet attached products, if they are in the same network segment. You can use the one of the links below to download the latest version. • ftp://ftp.comtrol.com/dev_mstr/portvision_dx • ftp://ftp.comtrol.com/io_link_master/portvision_dx • ftp://ftp.comtrol.com/rocketlinx/portvision_dx Note: Depending on your operating system, you may need to respond to a Security Warning to permit access. 1. Execute the PortVision_DX[version].msi file. 2. Click Next on the Welcome screen. 3. Click I accept the terms in the License Agreement and Next. Installing PortVision DX 13 PortVision DX User Guide 4. Click Next or optionally, browse to a different location and then click Next. 5. Click Next to configure the shortcuts. 14 Installing PortVision DX PortVision DX User Guide 6. Click Install. 7. Depending on the operating system, you may need to click Yes to the Do you want to allow the following program to install software on this computer? query. 8. Click Launch PortVision DX and Finish in the last installation screen. 9. Depending on the operating system, you may need to click Yes to the Do you want to allow the following program to make changes to this computer? query. 10. Click the Scan button. Installing PortVision DX 15 PortVision DX User Guide 11. Select the Comtrol Ethernet attached products that you want to locate and then click Scan. Note: If the ComtrolEthernet attached product is not on the local segment and it has been programmed with an IP address, it will be necessary to manually add the Comtrol Ethernet attached product to PortVision DX. 16 Installing PortVision DX User Interface Overview PortVision DX screens are discussed in detail in these pages: • Main screen • File menu • Manage menu • View menu • Tools menu • Log File • Applications Shortcuts • Options... • Properties screen • Add New Device screen User Interface Overview 17 PortVision DX User Guide Main Screen The PortVision DX Main screen displays the status of the devices that have been located on the network during the Scan process or Comtrol Ethernet attached products that have been added using the Add New Device window. The PortVision DX main screen consists of the following parts. 18 User Interface Overview PortVision DX User Guide Menu Bar The Menu bar provides easy access to the following menus. • File menu • Manage menu • View menu • Tools menu • Help menu Tool Bar The Tool Bar provides a fast way to access many PortVision DX features without using a menu or the popup menus. You can toggle the button text off or not display under the View menu. Device Tree Pane The Device Tree pane (top right) includes a list of all devices that can potentially be added to PortVision DX and preserves their hierarchical relationship. It also shows device status with a green check mark to indicate the device is on-line and a red X to indicate that the device is off-line. The Device Tree pane contains a Scan Results folder, which lists the devices located when you scan the network. You can organize devices into folders. as shown in the image. User Interface Overview 19 PortVision DX User Guide Device Tree Details Pane The Device Tree Details pane is located to the left of the Device Tree pane. There are three panels in the Device Tree Details pane, which displays different information depending on whether you highlight a folder or a device. If there are not any notes associated with a folder or device, the bottom panel displays Use menu or tool bar to add notes in this area. If you highlight a folder: • The top panel displays the PortVision DX logo. • The middle panel displays the folder name. • The bottom panel displays any notes that have been associated to that folder using the Edit Notes feature. If the folder is a managed RocketLinx switch, it displays the panes like a device. If you highlight a device: • The top panel displays an image of the device if an image is available. • The middle panel displays the same device status that would display in the Device List pane, if the appropriate folder is highlighted. • The bottom panel displays notes that have been associated to this device using the Edit Notes feature. If you double-click a device, the Properties page opens for that device. 20 User Interface Overview PortVision DX User Guide Device List Pane The Device List pane includes a list of all of the devices that can potentially be added to PortVision DX and technically located under the tree branch selected from the top. For instance, if you select a switch from the Device Tree, all of the devices connected to that switch (according to the Device Tree) display in the Device List. The Device List pane displays the Device Name, Model, IP Address, MAC Address, Software Version, and Device Status. In addition, it displays: • A green check mark indicates that the device is on-line. • An IP address of 0.0.0.0 displays when the IP address is disabled or if there is no DHCP server available. • A red X indicates that the device is off-line. • The lock symbol indicates that the device has security enabled (Secure Data or Config mode). • A dark green check mark indicates that the device is highlighted. You can customize the view that PortVision DX provides in the Device Tree and Device List panes. For example, you can sort any column in the Device List pane in ascending or descending order by clicking the Device Name, Model, IP Address, MAC Address, Software Version, or Status in the title bar. Descriptions of the columns and the different device statuses are provided in the Scan discussion. This table illustrates the different device statuses and what they mean. Device Status Firmware uploaded Description The device has been uploaded with new firmware and the hardware is in the processes of rebooting. This message is typically updated to ON-LINE after the next polling cycle. You can click Refresh to update the display without waiting for the next polling cycle. Initializing The device has been rebooted and the default applications are in the processes of loading. OFF-LINE (displayed in maroon) ON-LINE (displayed in The device is not available to PortVision DX. It may not be powered on or is not on the same network segment as PortVision DX. The device is powered on, PortVision DX can access and be used to configure a Comtrol Ethernet attached product. If this is an unmanaged RocketLinx or other hardware that you added using User Interface Overview 21 PortVision DX User Guide Device Status Description the Add New Device feature, you can choose to display the switch to ONLINE or OFF-LINE. You can change the status using the General tab on the Properties screen. PortVision DX cannot poll unmanaged switches to determine whether they are on-line or not. green) If polling has been disabled (set to 0 seconds) in the Options screen, a device can display as ON-LINE in the Device List pane but actually be offline. You can open the General tab on the Properties screen to verify that it displays ON-LINE. ON-LINE (TCP) The device is on-line and has a TCP connection with PortVision DX. Rebooting The device is rebooting and will be initialized before it goes ON-LINE. Failed to upload The device did not load the firmware. Make sure are trying to load the correct firmware. Try uploading the firmware a second time before contacting Technical Support. If two or more devices share the same network configuration, the IP 192.168.250.250* addresses appear in maroon and an asterisk is displayed after the IP address. Device List Details Pane The Device List Details pane is empty if you do not have a device highlighted in the Device List. If you highlight a device in Device List, the Device List Details pane two panels display accordingly: • The top panel displays an image of the selected device (if available). • The lower panel displays the notes associated to the device using the Edit Notes feature. If there are not any notes associated with the device, the bottom panel displays Use menu or toolbar to add notes in this area. The text window allows you to save information about a device. You can store up to 2048 characters (2K) of information about this device. 22 User Interface Overview PortVision DX User Guide Status Bar At the bottom of the Main screen, PortVision DX provides status information in a Status bar. Status Bar First block Description Shows the status of an operation when needed. It opens enough space to display the message. Second block Displays the folder name. Third block Displays the number of devices in the folder. Fourth block Displays the number of selected devices in the Device List pane. Fifth block Displays the general status of PortVision DX. For example, it may display a message such as, Polling, during the polling cycle or Ready. Buttons Click the appropriate link to locate information about the Tool Bar buttons: • Scan • Refresh All • Properties • Save • Load • Upload • Reboot • Webpage • Help • About • Exit User Interface Overview 23 PortVision DX User Guide Scan If you click the Scan button, PortVision DX scans the network for new devices and updates the device status of existing units. PortVision DX polls the network every two minutes to refresh status, but you may need to scan the network if you have added a new device using the Add New Device screen. The polling interval for scanning the network can be adjusted in the Options screen. Optionally, you can select Scan Network from the Tools menu to scan the network for new devices. PortVision DX does not scan the network for new devices unless you click Scan or enable the Always scan network feature under the Tools menu in the Options screen. Refresh All If you click the Refresh All button, PortVision DX refreshes the view of all of devices and folders on the Main screen. Optionally, you can click the Tools menu and then Refresh All to refresh the Main screen. Click the Scan button or the Scan Network option, if you want to locate any new devices added to the network. Optionally, you can refresh a single or selected devices if you do not want to refresh all devices. Properties If you click the Properties button, PortVision DX opens the Properties screen for the device or devices selected in the Device List (lower) pane on the Main screen. Use the Properties screen to configure the device, which also displays a picture of your Comtrol Ethernet attached product with What’s This Help and access to the user documentation. Optionally, you can right-click on a device and then click Properties from the popup menu or highlight a device and click the Manage menu and then Properties. Save If you click the Save button, PortVision DX saves the current configuration settings of the Comtrol Ethernet attached product in a file. You can select one or multiple items from a list of properties available in the configuration file. If you are deploying multiple Comtrol Ethernet attached products that share settings, you can save a configuration file after configuring the first Comtrol Ethernet attached product and load the configuration information into the remaining Comtrol Ethernet attached products at one time. Configuration files are saved as .dc files. Note: The Comtrol Ethernet attached product must be similar. For example, you cannot use a configuration file for a DeviceMaster on a RocketLinx. Optionally, you can click the Manage menu and then Save Configuration File or right-click on a device and click Save Configuration File from the popup menu. 24 User Interface Overview PortVision DX User Guide Load If you click the Load button and you have previously saved a device configuration file, you can load portions of the configuration that you select in the Field Selection pop up and apply it to a selected device or devices. Comtrol Ethernet attached product specific information such as Device ID (DeviceMaster name, MAC address, model, and software version) are not loaded into the selected Comtrol Ethernet attached product or Comtrol Ethernet attached products. If you are using a static IP address, you will need to configure the IP address for each Comtrol Ethernet attached product. Optionally, you can click the Device menu and then Load Configuration File or right-click on a Comtrol Ethernet attached product or Comtrol Ethernet attached products and click Load Configuration File from the popup menu. Upload If you click the Upload button, PortVision DX uploads firmware into the selected Comtrol Ethernet attached product or Comtrol Ethernet attached products. If you have not done so, download the latest firmware. Make sure that you select firmware appropriate for your model and requirements. It is recommended that you copy the firmware to your hard drive before uploading the firmware to the Comtrol Ethernet attached product. Do not attempt to upload firmware across a wifi connection. If you are uploading protocol firmware for the DeviceMaster UP, you must first run the .msi file and use the .cmtl file that is extracted and placed on your system.. Reboot If you click the Reboot button, PortVision DX reboots or resets the selected device or devices. The network LEDs on the Comtrol Ethernet attached product flash during the boot cycle. Optionally, you can highlight a device or devices and click the Manage menu and Advanced and then Reboot or right-click and click Advanced and then Reboot from the popup menu. If a DeviceMaster is configured with Secure Config Mode in SocketServer, it can only be rebooted from the web page unless Secure Config Mode is disabled. Webpage If you click the Webpage button, PortVision DX opens your default browser, connects to the Comtrol Ethernet attached product through the IP address, and opens the default web page for your Comtrol Ethernet attached product default application. You can locate web page information for your product from the following places: • DeviceMaster users can use the SocketServer help system for information about the fields and configuration methods. The SocketServer help system is also available separately as a chm or zip file (html version). • DeviceMaster UP users should use the appropriate DeviceMaster UP document for their protocol for information about configuring the default application for your DeviceMaster model. User Interface Overview 25 PortVision DX User Guide • IO-Link Master users can use the web interface help system or the IO-Link Master User Guide. • RocketLinx users can use the online help system in the web configuration pages or the appropriate RocketLinx User Guide. Java is required to open the RocketLinx web pages. Help The Help button opens the PortVision DX help system. Optionally, you can right-click on a device and click Help from the popup menu or click the Help menu and then Help Contents F1. About The About button displays the PortVision DX version. Optionally, you can click the Help menu and then About PortVision DX. Exit The Exit button closes PortVision DX. Optionally, you can click the File menu and then Exit. File Menu The File menu is located on the Main menu and provides you with a way to manage different sessions. A session is simply a view of the devices on the network. The default session is the last view that displayed before exiting PortVision DX and is saved in the PVdxDefSes.pvs file in the \Program Files\Comtrol\PortVision DX directory. You may want to save unique sessions to customize views of your devices. File Menu New Session Description Clears the existing session and brings up an empty session to start the process from the beginning. Opens a previously saved session from your system. Import Session ... 26 This also allows you to import existing PortVision Plus sessions so that they can be saved as PortVision DX sessions. User Interface Overview PortVision DX User Guide File Menu Description Save Session As … Allows you to save the current network setup (session) as it appears on the Main window into a disk file for later reference. Export Device List to Notepad Allows you to export a text file that is delimited with commas so that you can import the information into a spreadsheet. Allows you to convert a configuration file that was created on a DeviceMaster running SocketServer v8.04 (or previous) and load it Convert DeviceMaster onto a DeviceMaster running SocketServer v9.00 (or higher). Configuration Files This means that you can upgrade SocketServer to the latest version and recover your previous DeviceMaster settings using this option. This closes PortVision DX. Optionally, you can click the Exit button. Exit Manage Menu You can use the Manage menu to perform most PortVision DX tasks. The Manage menu is available at the top of the Main screen or can be accessed by right-clicking in the Device Tree or Device List. • If you click a folder or device in the Device Tree and right-click a Manage submenu pops up. Only options applicable to the Device Tree appear when you select the Manage menu from the Menu bar. Refer to the Manage Menu Options table for descriptions of how to use the options. User Interface Overview 27 PortVision DX User Guide • If you click the Device List pane and click the Manage menu the following menu pops up. Only options applicable to the Device List appear when you select the Manage menu. If a Comtrol Ethernet attached product is not highlighted and you right-click in the Device List pane, only the Help item appears in the menu. Manage Menu Refresh Device Description Allows you to refresh the view for a specific device immediately, instead of waiting for PortVision DX to refresh during it’s normal polling cycle. Opens the Properties screen for the highlighted Device Name in the Device List pane on the Main screen. Optionally, double-click the Comtrol Ethernet attached product or right-click and then click Properties from the popup menu. Properties (Device List Pane Active) You can use the Properties screen to configure the Comtrol Ethernet attached product and it also displays a picture of your Comtrol Ethernet attached product with What’s This Help. You can use the Properties screen to review device information if it is an unmanaged switch or third-party device. If the unmanaged switch is a Comtrol switch, it displays a picture of your Comtrol switch with What’s This Help. Edit Notes Opens a text window for the selected device that allows you to save information about the device. You can store up to 2048 characters (2K) of information about this device. Optionally, you can click the Notes button or right-click on a device and click Edit Notes from the popup menu. Add New ... You can add a new Device or Folder when the Device Tree pane is active. • 28 If you click Device, the Add New Device screen opens. User Interface Overview PortVision DX User Guide Manage Menu Description • If you click Folder, the Add New Folder pop up opens. You can Rename, Move, or Delete a Device or Folder using the Manage menu or Manage pop up menu. Webpage Opens the default browser and connects to the Comtrol Ethernet attached product through the IP address to open the default application, which is the same as clicking the Webpage button on the Main screen. (Device List Pane Active) Optionally, right-click on a Comtrol Ethernet attached product and click Webpage from the popup menu. Telnet/SSH Session (Device List Pane Active) Opens a Telnet/SSH session for the selected Comtrol Ethernet attached product. Advanced provides access to these options when the Device List pane is active. • Reboot or resets the selected Comtrol Ethernet attached product or Comtrol Ethernet attached products. The network LEDs on the Comtrol Ethernet attached product flash during the boot cycle. This option is disabled if Secure Config Mode is enabled on a DeviceMaster in SocketServer. • Upload Firmware uploads firmware into the selected Comtrol Ethernet attached product or Comtrol Ethernet attached products unless Secure Config Mode is enabled on a DeviceMaster. Advanced If you have not done so, download the latest firmware. It is recommended that you copy or if necessary, unpackage the firmware to your hard drive before uploading the firmware to the Comtrol Ethernet attached product. (Submenu) • • Change Detection Type defines the way that PortVision DX should communicate with the DeviceMaster. • LOCAL means that the DeviceMaster is on this local network segment. • REMOTE means that the DeviceMaster is not connected to this segment of the network. Assign IP to Multiple Devices you can use this feature to assign an IP address or a range of IP addresses to the selected Comtrol Ethernet attached products. You must shift-click multiple Comtrol Ethernet attached product of the same family for this option to be available. • User Interface Overview Save Device Diagnostics Data is an IO-Link Master option that saves the diagnostic data collected on the IO-Link Master. This file is intended for Comtrol Technical Support to diagnose IO-Link Master problems. 29 PortVision DX User Guide Manage Menu Description The Configuration menu provides access to these options when the Device List pane is active. • Configuration (Submenu) If you click the Load submenu item and you have previously saved a Comtrol Ethernet attached product configuration file (from the same family), you can load portions of the configuration that you select in the Field Selection pop up and apply it to a selected Comtrol Ethernet attached product or Comtrol Ethernet attached products. Device specific information such as Device ID (device name, MAC address, model, and software version) are not loaded into the selected Comtrol Ethernet attached products. • If you click the Save submenu item, PortVision DX saves the current configuration of a Comtrol Ethernet attached product in a file, which must be from the same family. For example, you cannot load a configuration file for a DeviceMaster on a RocketLinx. You can click one or multiple items from a list of properties available in the configuration file. If you are deploying multiple Comtrol Ethernet attached products that share settings, you can save a configuration file after configuring the first Comtrol Ethernet attached product and load the configuration information into the remaining Comtrol Ethernet attached products at one time. Configuration files are saved as .dc files. • Tracker (Submenu) If you click Reset to Factory Default values for your product except for the default IP address, NetMask, and IP gateway. You can refer to the User Guide for your product for information about the default values. The Tracker feature allows you to send a signal to an IO-Link Master or RocketLinx managed switch to toggle an LED so that you can identify a particular unit in a cabinet or installation. Refer to the LED table for your IO-Link Master or RocketLinx to identify which LED will flash. Note: Only the RocketLinx family of managed switches and IO-Link Master supports this feature. Allows you to rename the highlighted Device or Folder. Rename Optionally, you can right-click on the Comtrol Ethernet attached product and click Rename from the popup menu or double-click on the Device or Folder name and type a new name. You can click a device (or devices) or folder (folders), click the Manage menu and move it into a folder. You can move devices into folders and you can also layer folders within a folder. Move Optionally, you can also do the same thing by dragging or by rightclicking a device (or devices) or folder (or folders) and the clicking 30 User Interface Overview PortVision DX User Guide Manage Menu Description Move from the popup menu. Allows you to delete a device or folder from the PortVision DX display. This action does not affect the functionality of the device , it merely removes a device from the view. Delete Optionally, you can right-click on the device (or devices) or folder (or folders) and click Delete from the popup menu. This Manage menu option selects all Comtrol Ethernet attached products in the Main screen. Select All (Device List Pane Active) Note: This option is not included on the popup menu when you right-click within the Device List or Device Tree. It is only available through the Manage menu. View Menu You can use the View menu at the top of the Main screen to toggle the PortVision DX view. View Menu Toolbar Description This option is enabled by default. You can disable this option if you do not want the Tool Bar displayed on the Main screen. Label Toolbar This option is enabled by default. You can disable this option if you do not want the Tool Bar text displayed. Buttons Status Bar This option is enabled by default. You can disable the Status Bar at the bottom of the Main screen. User Interface Overview 31 PortVision DX User Guide Tools Menu The Tools menu is on the Main screen and contains the following items. Tools Menu Description If you click the Refresh All menu item, PortVision DX refreshes the view of all devices on the Main screen. Optionally, use the Refresh button. Refresh All Click the Scan Network option in the Tools menu or the Scan button, if you want to locate any new devices added to the network. Optionally, you can refresh one or multiple Comtrol Ethernet attached products. If you click the Scan Network menu item or the Scan button, PortVision DX scans the network for new devices and updates the device status of existing units. Scan Network PortVision DX polls the network every two minutes to refresh Comtrol Ethernet attached product status, but you will need to scan the network if you have added a Comtrol Ethernet attached product using the Add New Device screen. The polling interval can be adjusted in the Options screen. PortVision DX does not scan the network for new Comtrol Ethernet attached products unless you click Scan Network or enable the Always scan network feature under the Tools menu in the Options screen. Check for Updates This option opens the Technical Support web page, which requires an active connection to the internet. Log File The Log File item contains two submenus, View and Settings. Applications The Applications Customize selection allows you to create shortcuts for up to twenty existing programs or utilities that you may want to access from PortVision DX. After defining a shortcut name and providing a path to the executable, it appears as a submenu selection under Applications. By default these Comtrol serial port applications are available: 32 User Interface Overview PortVision DX User Guide Tools Menu Description • Test Terminal (WCom2) is a terminal program that enables you to open a port, send characters and commands to the port, and toggle the output control signals. If you have a peripheral device connected to the port and know the device’s command set, you can also send commands to the device. For example, if you have a modem connected to the port, you can use AT commands to query the modem and dial out to host systems. • Port Monitor (PMon2) offers a summary of all port statistics in one easy-to-read spreadsheet view. This enables you to verify operation of all Comtrol serial ports from a single window. Reports can be automatically generated on an hourly and/or daily basis. A report covers all ports collectively. You can also set how often the values are recalculated, fine-tuning thoroughness against system efficiency, and automatically run external batch files to perform additional processing and analysis after the reports are generated. To use Port Monitor or Test Terminal, you will need to know the COM port number or numbers that you want test. If necessary, use the help system in Test Terminal or Port Monitor. Testing procedures are available in the Port Monitor and Test Terminal User Guide. Options... Opens the Options... screen, which allows you to customize the following default settings for PortVision DX. Log File The Log File menu item under the Tools menu has two screens associated with it: • Settings • View Log File - Settings Menu Description You can use this option to enable or disable logging. Enable Logging The default is disabled, but if you enable logging, PortVision DX immediately begins gathering data and stores it in the selected log file. The default file is PVPLog.pvl. Access the View Log button on the View menu. All other options do not take effect unless you enable logging. Clear the existing contents of the log Every time you click this option (if the logging is enabled and as soon as you click OK in the dialog), it will empties the log file before logging any User Interface Overview 33 PortVision DX User Guide Log File - Settings Menu Description file more events. Log device-level events If enabled, PortVision DX logs all of the events that are happening at the device level, such as: changing IP information, status change, and so forth for all or specified Comtrol Ethernet attached product units. If enabled, PortVision DX logs all of the events that are happening at the Log application-level application level, such as: clicking a button, changing the settings, and events so forth. If you enable Log application-level events, then you can select Do not log “Polling…” whether you want to see the Polling… message recorded each time messages PortVision DX polls or not. Limit the size of the log file to # megabytes When size limit is reached, overwrite the earliest entries (keep it current) If you enable Limit the size of the log file to # megabytes, the log file is limited to the specified size. Optionally enable this option, if you want to overwrite the earliest entries in the log file. If you do not enable this option, the application stops logging when it reaches the specified size limit PortVision DX provides a default path based on the PortVision DX installation path and file name (PVPLog.pvl) in this box. Log Filename/Save Log as You can change the default path and log file name by clicking the Save Log as button. If the path is invalid or there is a file error involved, you will see an error message on the screen and you have to change the name. If Log device-level events is enabled, PortVision DX logs all devicelevel events. NOTE Log events for ALL devices Log events for ALL devices logs events on all Comtrol Ethernet attached products. Optionally, check individual Comtrol Ethernet attached products in the pane at the right. Closes the window. If you enabled logging, PortVision DX also starts logging data in the log file specified in the Log Filename box. Ok 34 User Interface Overview PortVision DX User Guide After enabling the log file, you can view the results using the View screen. Log File - View Menu Description If you wish to open a log file other than what is specified in the Log File Settings menu, use the Browse button to locate the log file. Browse Optionally, you can enter a path and file name manually. Device-Level Events Click this option to view data gathered by the Log device-level events option in the Settings menu. Application-Level Events Click this option to view data gathered by the Log applicationlevel events option in the Settings menu. Skip “Polling... Messages” When you click this option, PortVision DX turns on a filter so that it ignores polling messages while viewing the log file. View Log/Refresh View Click this button to view or refresh the log file. Export to Notepad Opens a Notepad file that contains the current view of the log file. You can save or print the file. Erase Log File Contents This eases all stored data in the log file. Closes the window but does not disable logging. Done If you want to disable logging, you must uncheck the Enable logging option using the Settings menu. Applications Shortcuts The Customize option under the Tools > Applications menu allows you to create up to twenty shortcuts in the Applications Shortcut screen to applications that you may want to call from PortVision DX. Shortcuts for Test Terminal and Port Monitor were set up during PortVision DX installation. The following table provides information about the Applications Shortcuts screen. Application Shortcuts Available Shortcuts Description This drop-down list contains the applications that have been set-up in PortVision DX. Click the New button so that you can create a new entry. New Add User Interface Overview After you click New, you must complete the Shortcut Name, Description, Command/Path, and Working Directory text boxes. Click the Add button after you have completed the Shortcut Name, Description, Command/Path, and Working Directory text boxes. 35 PortVision DX User Guide Application Shortcuts Description Update Click the Update button after you have changed an entry or entries in the Shortcut Name, Description, Command/Path, and Working Directory text boxes for a selected Available Shortcut. Remove Select an Available Shortcut and click the Remove button if you want to remove the shortcut from PortVision DX. Shortcut Name This is the name that displays under the Tools > Applications menu. Description This is a description that displays for the application selected in the Available Shortcuts drop-down list. This description can provide you with additional information other than the shortcut name. Command/Path Browse to the location of the application that you want to execute. Working Directory Browse to the working directory related to the application. Options...Screen The Options... screen allows you to customize how PortVision DX default settings run in your environment. Access the Options... screen by clicking the Tools menu and then click the Options... menu option. Options... Menu Save settings on exit Description If checked (default), PortVision DX saves all the existing options into registry when closing PortVision DX. If checked, PortVision DX scans the network every time that you run the application. Always scan network The default for Always scan network is disabled. You can enable this option so that every time PortVision DX is started, it scans the network and updates the view. If checked, PortVision DX automatically timestamps any entries Timestamp Device Notes made in the Device Notes for all Comtrol Ethernet attached automatically products. If checked, PortVision DX will save the current session every time PortVision DX is scheduled to poll. Save the current session before each polling cycle This option is unchecked by default. Unless you click this option, PortVision DX only saves the current information when you close the application or when you click Save Session As... Always save a backup copy of the current session If checked (default), PortVision DX always gets a backup before creating a new PVPDefSes.pvs on the disk, which avoids any data loss. Ask for confirmation on exit (Main window) If checked (default), PortVision DX queries you as to whether you want to exit all PortVision DX windows. 36 User Interface Overview PortVision DX User Guide Options... Menu Ask for confirmation closing the Device Configuration window Description If checked (default), PortVision DX always asks if you want to save the current configuration before closing the Properties window. It does not matter if something has been changed or not, PortVision DX will always ask if you want to save the current settings to a file. Use this option to change the Polling Interval (default is 120 seconds). Acceptable polling intervals range from any value from 0 through 43200 seconds (0 –12 hours). Polling Interval If you set the polling interval to 0 (zero), polling is disabled completely. If you select any value that causes an overlap in polling cycles, PortVision DX optimizes that value to avoid any system resource problem or system crash. This optimization happens during the process and will not affect your selected value. Default Settings Click this button to return the Options... screen to the default values. Help Menu You can use the Help menu to open the help system in of these modes: • Help Contents • Search (Advanced) In addition, you can use the Documentation option to download the latest documentation for your Comtrol products. If you used the default installation path, the documents that you download are stored in the Program Files\Comtrol\PortVision DX\Docs subdirectory. Properties Screen The Properties screen may contain up to three tabs depending on the product: • General tab is typically used to configure the IP network information and other devicespecific device settings for a specific Comtrol Ethernet attached product. The General tab also contains unmanaged RocketLinx switches and third-party device information that you enter using the Add New Device screen. • Software Settings tab provides an easy way to review software settings for DeviceMasters, DeviceMaster UPs, and IO-Link Masters. To review managed RocketLinx software settings, click the Web Interface tab. • Web Interface tab is available for products with a valid IP address, which have a web page and allows you to access configuration settings for the device. User Interface Overview 37 PortVision DX User Guide The Properties screen also provides: • Tools menu provides an alternate method to apply or undo changes, save settings to or load configuration settings from a file (if applicable), and reboot the Comtrol Ethernet attached product. • Documentation menu links you to the latest documentation for your product. • What’s This help for the connectors in the graphic of the hardware, which can be used when you connect cables or to determine the meaning of the LEDs for all Comtrol products. Refer to the appropriate Comtrol Ethernet attached product Properties screen for detailed information. • DeviceMaster (DeviceMaster LT | PRO | RTS | Serial Hub | 500) • DeviceMaster UP • IO-Link Master • RocketLinx • Other hardware What's This Help Feature The product pictures in the Properties screen provide hardware information about: • LEDs • Port connectors • Cabling and signal information • Power requirements • If applicable to the product, DI/DO, alarms and DIP switches To use the What’s This help feature in the Properties screen, use this procedure. 1. Double-click the Comtrol Ethernet attached product in the Device List pane or right-click the device and select Properties. 2. Right-click the connector in the graphic for which you want information, highlight the What’s This popup, and then click the link. The image above may not reflect your actual product. 38 User Interface Overview PortVision DX User Guide DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties The Properties screen consists of the following tabs: • General • Software Settings • Web Interface General Tab (DeviceMaster LT | PRO | RTS | Serial Hub | 500) Use the General tab of the Properties screen to configure or change the network and device settings for the DeviceMaster. You can also access hardware information about your DeviceMaster using the What’s This help feature. Note: If you have secured the DeviceMaster with a password, you must enter the user name and password to access the General tab. The General tab contains this information: • Basic Information pane • Network Settings pane • Action buttons Refer to Programming Network Information for procedures for using this screen. DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties 39 PortVision DX User Guide Basic Information Description The field default value is Device and the last three pairs of digits from the MAC address. Device Name You can change the name by entering a new name in this field. The name change displays on the Main screen after clicking Apply Changes. Optionally, you can use the Rename option on the Main screen. This field contains the MAC address of the DeviceMaster that you are configuring. You cannot change the MAC address of a DeviceMaster. MAC Address A MAC Address label is located on every DeviceMaster. The first three pairs of digits start with 00 C0 4E. Serial Number You can enter the serial number of the DeviceMaster in the event you require the serial number. There is a serial number label on the DeviceMaster. Device Status This is the Status that displays on the Main screen in the Device List pane. REMOTE means that the DeviceMaster is not connected to this segment of the network and IP communications are used. Detection Type LOCAL means that the DeviceMaster is on this local network segment and MAC communications are used, which does not require an IP address but is still highly recommended to assign an IP address. Network Settings Description • Disable IP Disables IP communications in the DeviceMaster, which means that it runs in MAC mode. The MAC addressing simplifies implementation and ongoing support by eliminating the address administration issues inherent in network protocols. MAC addresses are predefined by Comtrol and there is no potential for an address conflict at setup. Isolated from foreign LAN segments minimizing potential security issues. This means that the DeviceMaster will no longer be able to access telnet or the web page. If you click Disable IP, the IP Address text box is disabled and set to 255.255.255.255. The subnet mask and default gateway are also disabled with their existing values. IP Mode • DHCP IP Configures the DeviceMaster to use DHCP. Make sure that the network administrator is provided with the MAC address of the DeviceMaster so that it can be configured with the network. See your System Administrator to acquire a unique reserved IP address if you are using DHCP. If you click DHCP IP, the IP Address text box is disabled and set to 0.0.0.0 until the DHCP server assigns an address. After the next refresh cycle, the DHCP address should display. 40 DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties PortVision DX User Guide Network Settings Description • Static IP Configures the DeviceMaster with the static IP address information that you provide in the IP Address, Subnet Mask, and Default Gateway fields. The IP address programmed into the DeviceMaster after applying the changes and rebooting the DeviceMaster. IP Address See your network administrator for a valid IP address. The default IP address programmed from the factory is 192.168.250.250. Subnet Mask The Subnet Mask is a 32-bit value (255.x.x.x) that enables IP packets to distinguish the network ID and host ID portions of the IP address. The default Subnet Mask programmed from the factory is 255.255.0.0. Default Gateway The Default Gateway is a TCP/IP configuration item that is the IP address of a directly reachable IP router. The Default Gateway programmed from the factory is 192.168.250.1. This option is available if you have installed SocketServer version 9.06 or higher. Bootloader Timeout Allows you to change the Bootloader time-out value before the default application, typically, SocketServer. You may need to increase this time-out value to 45 for compatibility with spanning tree devices (normally switches. If you change the time-out value to 0, this prevents SocketServer web page from loading. Buttons (Tools Menu) Descriptions Apply Changes Applies the current changes to the DeviceMaster. Undo Changes Undoes all the changes only, if you have not applied it to the DeviceMaster. Help Opens page-level help for this screen. Close Closes the window and queries you as to whether you want to save the settings to a file or not if you made changes and did not click Apply Changes. You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties 41 PortVision DX User Guide Software Settings Tab (DeviceMaster LT | PRO | RTS | Serial Hub | 500) The Software Settings tab provides a way to review, edit software settings, save, and load SocketServer configuration files on a DeviceMaster. The Software Settings tab settings displays SocketServer, which is independent of the NS-Link device driver. You may want to use the Web Interface tab: • If you are not familiar with the configuration parameters you should use the web interface because the web interface provides user-friendly configuration parameters and help • If you need to clone port properties Make sure that you review the changes that you make before saving and uploading a file. For example, if you accidently enter RS-421 for the Serial Mode, ais loaded into that field, which displays when you return to the Software Settings tab. Note: If the Software Settings tab does not appear, that means that the DeviceMaster is not available for IP connection. Which could mean that an incorrect user name or password was entered or that there is no IP communications. This could be a wrong IP address, no IP address assigned to the DeviceMaster, or the DeviceMaster is configured for DHCP and connected directly to the PC, and it is unable to get an IP address from the DHCP server . Changes are displayed in green with an asterisk. For example: 42 DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties PortVision DX User Guide Buttons (Tools Menu) Descriptions Apply Changes Applies the current changes to the DeviceMaster. Undo Changes Undoes all the changes only, if you have not applied it to the DeviceMaster Allows you to save the current configuration of this DeviceMaster in a file. All network and SocketServer (if applicable) settings are saved. Save Settings to a File A Field Selection pop up appears so that you can select appropriate configuration values. Optionally, you can use the Save button or the Save Configuration option in the Device menu on the Main screen, if you want to save specific portions of the configuration. Loads a previously saved DeviceMaster configuration file. Load Settings from a File A Field Selection pop up appears so that you can select appropriate configuration values. You must click Apply Changes before the changes are saved to the DeviceMaster. Help Close Opens page-level help for this screen. Closes the window and queries you as to whether you want to save the settings to a file or not if you made changes and did not click Apply Changes. You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties 43 PortVision DX User Guide Web Interface Tab (DeviceMaster LT | PRO | RTS | Serial Hub | 500) This allows you to access SocketServer (or the NS-Link web page, if you installed the DeviceMaster device driver) from PortVision DX. You can maximize the Web Interface page for a better view. When the screen is maximized, the Forward and Backward buttons work the same as your browser navigation. 44 DeviceMaster LT/PRO/RTS/Serial Hub/500 Properties PortVision DX User Guide DeviceMaster UP Properties The Properties screen consists of the following tabs: • General • Software Settings • Web Interface General Tab (DeviceMaster UP) Use the General tab of the Properties screen to configure the network and device settings for the DeviceMaster UP. You can also access hardware information about your DeviceMaster UP using the What’s This help feature. Note: If you have secured the DeviceMaster UP with a password, you must enter the user name and password to access the General tab. The General tab contains this information: • Identification • Network Settings • Action buttons Refer to Programming Network Information for procedures for using this screen. DeviceMaster UP Properties 45 PortVision DX User Guide Identification Description The field default value is Device and the last three pairs of digits from the MAC address. You can change the name by entering a new name in this field. The name change displays on the Main screen after clicking Apply Changes. Device Name Optionally, you can use the Rename option on the Main screen. This field contains the MAC address of the DeviceMaster UP that you are configuring. You cannot change the MAC address of a DeviceMaster UP. MAC Address A MAC Address label is located on every DeviceMaster UP. The first three pairs of digits start with 00 C0 4E. Serial Number You can enter the serial number of the DeviceMaster UP in the event you require the serial number. There is a serial number label on the DeviceMaster UP. Device Status This is the Status that displays on the Main screen in the Device List pane. REMOTE means that the DeviceMaster UP is not connected to this segment of the network. Detection Type LOCAL means that the DeviceMaster UP is on this local network segment. Network Settings Description • Disable IP Disables IP communications in the DeviceMaster UP so that it runs in MAC mode. DeviceMaster UP protocols do not support MAC mode. • DHCP IP Configures the DeviceMaster UP to use DHCP. Make sure that the network administrator is provided with the MAC address of the DeviceMaster UP so that it can be configured with the network. See your System Administrator to acquire a unique reserved IP address if you are using DHCP. IP Mode If you click DHCP IP, the IP Address text box is disabled and set to 0.0.0.0. • Static IP Configures the DeviceMaster UP with the static IP address information that you provide in the IP Address, Subnet Mask, and Default Gateway fields. The IP address programmed into the DeviceMaster UP after applying the changes and rebooting the DeviceMaster UP. IP Address See your network administrator for a valid IP address. The default IP address programmed from the factory is 192.168.250.250. Subnet Mask 46 The Subnet Mask is a 32-bit value (255.x.x.x) that enables IP packets to DeviceMaster UP Properties PortVision DX User Guide Network Settings Description distinguish the network ID and host ID portions of the IP address. The default Subnet Mask programmed from the factory is 255.255.0.0. Default Gateway The Default Gateway is a TCP/IP configuration item that is the IP address of a directly reachable IP router. The Default Gateway programmed from the factory is 192.168.250.1. Buttons (Tools Menu) Descriptions Apply Changes Applies the current changes to the DeviceMaster UP. Undo Changes Undoes all the changes only, if you have not applied it to the DeviceMaster UP. Help Opens page-level help for this screen. Closes the window and queries you as to whether you want to save the settings to a file or not if you made changes and did not click Apply Changes. Close You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). DeviceMaster UP Properties 47 PortVision DX User Guide Software Settings Tab (DeviceMaster UP) The Software Settings tab provides a way to review, save, and load protocol settings (configuration file) on a DeviceMaster UP. You may want to use the Web Interface tab, if you are not familiar with the protocol settings. If you need information about the protocol settings, you can open the User Guide for your protocol. Note: If the Software Settings tab does not appear, that means that the DeviceMaster UP is not available for IP connection, which could mean that an incorrect user name or password was entered, or if the DeviceMaster UP is configured for MAC mode (MAC mode is not supported by the DeviceMaster UP protocols). Differences between the protocol settings on the DeviceMaster UP and the configuration file are displayed in green with an asterisk. For example: 48 DeviceMaster UP Properties PortVision DX User Guide Buttons (Tools Menu) Descriptions The Apply Changes button only appears if you have loaded a configuration file that contains settings different from those on the DeviceMaster UP. Apply Changes This saves the configuration file that you are viewing in the Software Settings tab to the DeviceMaster UP. In addition, you must reboot the DeviceMaster UP to activate any changes made to the Network Settings tab. Undo Changes The Undo Changes button only appears if you have loaded a configuration file that contains settings different from those on the DeviceMaster UP. This selection reloads the protocol settings from the DeviceMaster UP and the Apply Changes button disappears. Allows you to save the current configuration (protocol settings) of this DeviceMaster UP in a file. All network and DeviceMaster UP (if applicable) settings can be saved depending on your selections. Save Settings to a File A Field Selection pop up appears so that you can select appropriate configuration values. For example, you may not want the use the same IP address. Loads a previously saved DeviceMaster UP configuration file. A Field Selection pop up appears so that you can select appropriate configuration values. Load Settings from a File After you load a configuration file to the Software Settings tab, make sure that you review the differences that are displayed in green with an asterisks before uploading the file to the DeviceMaster UP. You must click Apply Changes before the changes are saved to the DeviceMaster UP. If the Apply Changes is not visible, the configuration file and DeviceMaster UP contain the same settings. Help Close Opens page-level help for this screen. Closes the window and queries you as to whether you want to save the settings to a file or not if you made changes and did not click Apply Changes. You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). DeviceMaster UP Properties 49 PortVision DX User Guide Web Interface Tab (DeviceMaster UP) This allows you to access the protocol web configuration pages for your protocol from PortVision DX. For information about the web page for your protocol, locate the appropriate documentation for your protocol. • EtherNet IP • Modbus Router • Modbus Server • Modus/TCP • PROFINET IO You can maximize the Web Interface page for a better view. When the screen is maximized, the Forward and Backward buttons work the same as your browser navigation. 50 DeviceMaster UP Properties PortVision DX User Guide IO-Link Master Properties The Properties screen consists of the following tabs: • General • Software Settings • Web Interface General Tab (IO-Link Master) Use the General tab of the Properties screen to configure the network and device settings for the IO-Link Master. You can also access hardware information about your IO-Link Master using the What’s This help feature. Note: If you have secured the IO-Link Master with a password, you must enter the user name, Admin, Operator, or User (case-sensitive) and password to access the General tab. The General tab contains this information: • Identification • Network Settings • Action buttons IO-Link Master Properties 51 PortVision DX User Guide Refer to Programming Network Information for procedures for using this screen. Identification Description This is the device name that PortVision DX uses, the default value is Device and the last three pairs of digits from the MAC address. Device Name You can change the name by entering a new name in this field. The name change displays on the Main screen after clicking Apply Changes. Optionally, you can use the Rename option on the Main screen. This field contains the MAC address of the IO-Link Master that you are configuring. You cannot change the MAC address of a IO-Link Master. MAC Address A MAC Address label is located on every IO-Link Master. The first three pairs of digits start with 00 C0 4E. Serial Number The IO-Link Master serial number is displayed in the event you require the serial number. Device Status This is the Status that displays on the Main screen in the Device List pane. Note: If the IO-Link Master has a Rotary switch, the Rotary settings override the network settings on this page. See the IO-Link Master web interface help system if you need information about the rotary switch or the IOLM 4-EIP User Guide. Network Settings Description • DHCP IP Configures the IO-Link Master to use DHCP. Make sure that the network administrator is provided with the MAC address of the IO-Link Master so that it can be configured with the network. If you click DHCP IP, the IP Address text box displays the last IP address programmed in the IO-Link Master. IP Mode See your System Administrator to acquire a unique reserved IP address if you are using DHCP. • Static IP Configures the IO-Link Master with the static IP address information that you provide in the IP Address, Subnet Mask, and Default Gateway fields. The IP address programmed into the IO-Link Master after applying the changes and rebooting the IO-Link Master. IP Address See your network administrator for a valid IP address. The default IP address programmed from the factory is 192.168.1.250. Subnet Mask The Subnet Mask is a 32-bit value (255.x.x.x) that enables IP packets to distinguish the network ID and host ID portions of the IP address. The default Subnet Mask programmed from the factory is 255.255.255.0. 52 IO-Link Master Properties PortVision DX User Guide Network Settings Default Gateway Description The Default Gateway is a TCP/IP configuration item that is the IP address of a directly reachable IP router. The Default Gateway programmed from the factory is 0.0.0.0. Buttons (Tools Menu) Descriptions Apply Changes This button applies the current changes to the IO-Link Master. Undo Changes This button undoes all the changes only, if you have not applied it to the IO-Link Master. Help Opens page-level help for this screen. Close This button closes the window and queries you as to whether you want to save the settings to a file or not if you made changes and did not click Apply Changes. You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). IO-Link Master Properties 53 PortVision DX User Guide Software Settings Tab (IO-Link Master) The Software Settings tab provides a way to review, save, and load protocol settings (configuration file) on an IO-Link Master. Note: If the Software Settings tab does not appear, that means that the IO-Link Master is not available for connection. Which could mean that an incorrect user name or password was entered. Make sure that you initial capitalize the user names, Admin, User, or Operator. Differences between the settings on the IO-Link Master and the configuration file are displayed in green with an asterisk so that you can review the content before applying the changes. For example: Buttons (Tools Menu) Descriptions The Apply Changes button only appears if you have loaded a configuration file that contains settings different from those on the IOLink Master. Apply Changes This saves the configuration file that you are viewing in the Software Settings tab to the IO-Link Master. In addition, you must reboot the IO-Link Master to activate any changes made to the Network Settings tab. 54 IO-Link Master Properties PortVision DX User Guide Buttons (Tools Menu) Undo Changes Descriptions The Undo Changes button only appears if you have loaded a configuration file that contains settings different from those on the IOLink Master. This selection reloads the protocol settings from the IO-Link Master and the Apply Changes button disappears. Allows you to save the current configuration (protocol settings) of this IO-Link Master in a file. All network and IO-Link Master (if applicable) settings can be saved depending on your selections. Save Settings to a File A Field Selection pop up appears so that you can select appropriate configuration values. For example, you may not want the use the same IP address. Loads a previously saved IO-Link Master configuration file. A Field Selection pop up appears so that you can select appropriate configuration values. Load Settings from a File After you load a configuration file to the Software Settings tab, make sure that you review the differences that are displayed in green with an asterisks before uploading the file to the IO-Link Master. You must click Apply Changes before the changes are saved to the IO-Link Master. If the Apply Changes is not visible, the configuration file and IO-Link Master contain the same settings. Help Close Opens page-level help for this screen. Closes the window and queries you as to whether you want to save the settings to a file or not if you made changes and did not click Apply Changes. You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). IO-Link Master Properties 55 PortVision DX User Guide Web Interface Tab (IO-Link Master) This allows you to access the IO-Link Master web configuration pages for your protocol from PortVision DX. 56 IO-Link Master Properties PortVision DX User Guide RocketLinx Properties The Properties screen consists of the following tabs: • General • Web Interface General Tab (RocketLinx) Use the General tab of the Properties screen to configure the network and device settings for a managed RocketLinx switch or to edit an unmanaged RocketLinx added using the Add New Device screen. You can also access hardware information about your RocketLinx using the What’s This help feature. Note: You cannot configure or locate an unmanaged RocketLinx using PortVision DX. You can manually add an unmanaged device for display purposes and to maintain a central location to store your network information. RocketLinx Properties 57 PortVision DX User Guide The General tab contains the following information: • Basic Information • Network Settings • Action buttons Note: If you have secured the RocketLinx with a password, you must enter the user name and password to access the General tab. Refer to Programming Network Information for procedures for using this screen. Basic Information Description Managed RocketLinx Switches: The field default value is Device and the last three pairs of digits from the MAC address. Unmanaged RocketLinx Switches: Device Name This is name that was entered when the switch was added using the Add New Device option. You can change the name by entering a new name in this field. The name change displays on the Main screen after clicking Apply Changes. Optionally, you can use the Rename option on the Main screen. Managed RocketLinx Switches: This field contains the MAC address of the managed RocketLinx that you are configuring. You cannot change the MAC address of a RocketLinx. MAC Address A MAC Address label is located on every managed RocketLinx. The first three pairs of digits start with 00 C0 4E. Unmanaged RocketLinx Switches: This field is empty because unmanaged RocketLinx switches do not have MAC addresses. Serial Number You can enter the serial number of the RocketLinx switch in the event you require the serial number. There is a serial number label on the RocketLinx. This is the Status that displays on the Main screen in the Device List pane. Managed RocketLinx Switches: Device Status ON-LINE means that the RocketLinx is powered on, PortVision DX can access and be used to configure the device. OFF-LINE means that the RocketLinx is not available to PortVision DX. It may not be powered on or is not on the same network segment as PortVision DX. 58 RocketLinx Properties PortVision DX User Guide Basic Information Description Unmanaged RocketLinx Switches: You can choose to set this option to ON-LINE or OFF-LINE. This status is displayed on the Main screen. PortVision DX cannot poll unmanaged switches to determine whether they are on-line or not. Network Settings Description Managed RocketLinx Switches: • DHCP IP Configures the RocketLinx to use DHCP. If you click DHCP IP, the IP Address text box is disabled and set to 0.0.0.0. See your System Administrator to acquire a unique reserved IP address if you are using DHCP. They need the MAC address of the unit to provide you with an IP address. IP Mode • Static IP Configures the RocketLinx with the static IP address information that you provide in the IP Address, Subnet Mask, and Default Gateway fields. Unmanaged RocketLinx Switches: This is an inactive field because unmanaged switches do not use IP addresses. Managed RocketLinx Switches: The IP address programmed into the RocketLinx after applying the changes and rebooting the RocketLinx. IP Address See your network administrator for a valid IP address. The default IP address programmed from the factory is 192.168.250.250. Unmanaged RocketLinx Switches: inactive field because unmanaged switches do not use IP addresses. Managed RocketLinx Switches: The Subnet Mask is a 32-bit value (255.x.x.x) that enables IP packets to distinguish the network ID and host ID portions of the IP address. Subnet Mask The default Subnet Mask programmed from the factory is 255.255.0.0. Unmanaged RocketLinx Switches: inactive field because unmanaged switches do not use subnet masks. Managed RocketLinx Switches: The Default Gateway is a TCP/IP configuration item that is the IP address of a directly reachable IP router. Default Gateway The Default Gateway programmed from the factory is 192.168.250.1. Unmanaged RocketLinx Switches: inactive field because unmanaged switches do not use IP addresses. RocketLinx Properties 59 PortVision DX User Guide Network Settings Description This is an informational field. You can select the topology† that reflects on this RocketLinx.The following options are available: • BUS - In local area networks where bus topology is used, each node is connected to a single cable. Each computer or server is connected to the single bus cable. A signal from the source travels in both directions to all machines connected on the bus cable until it finds the intended recipient. If the machine address does not match the intended address for the data, the machine ignores the data. Alternatively, if the data matches the machine address, the data is accepted. • MESH - The value of fully meshed networks is proportional to the exponent of the number of subscribers, assuming that communicating groups of any two endpoints, up to and including all the endpoints, is approximated by Reed's Law. • RING - A network topology that is set up in a circular fashion in which data travels around the ring in one direction and each device on the right acts as a repeater to keep the signal strong as it travels. Each device incorporates a receiver for the incoming signal and a transmitter to send the data on to the next device in the ring. The network is dependent on the ability of the signal to travel around the ring. • STAR - In local area networks with a star topology, each network host is connected to a central hub with a point-to-point connection. In Star topology every node (computer workstation or any other peripheral) is connected to central node called hub or switch. The switch is the server and the peripherals are the clients. The network does not necessarily have to resemble a star to be classified as a star network, but all of the nodes on the network must be connected to one central device. All traffic that traverses the network passes through the central hub. • TREE - The type of network topology in which a central 'root' node (the top level of the hierarchy) is connected to one or more other nodes that are one level lower in the hierarchy (i.e., the second level) with a pointto-point link between each of the second level nodes and the top level central 'root' node, while each of the second level nodes that are connected to the top level central 'root' node will also have one or more other nodes that are one level lower in the hierarchy (i.e., the third level) connected to it, also with a point-to-point link, the top level central 'root' node being the only node that has no other node above it in the hierarchy (The hierarchy of the tree is symmetrical.) Each node in the network having a specific fixed number, of nodes connected to it at the next lower level in the hierarchy, the number, being referred to as the 'branching factor' of the hierarchical tree. • HYBRID - Hybrid networks use a combination of any two or more topologies in such a way that the resulting network does not exhibit one of the standard topologies (e.g., bus, star, ring, etc.). For example, a tree network connected to a tree network is still a tree network topology. A hybrid topology is always produced when two different basic network topologies are connected. Two common examples for Hybrid network are: star ring network and star bus network • DAISY-CHAIN - Except for star-based networks, the easiest way to add more computers into a network is by daisy-chaining, or connecting each computer in series to the next. If a message is intended for a computer Network Topology 60 RocketLinx Properties PortVision DX User Guide Network Settings Description partway down the line, each system bounces it along in sequence until it reaches the destination. A daisy-chained network can take two basic forms: linear and ring. • POINT-TO-POINT - The simplest topology is a permanent link between two endpoints. Switched point-to-point topologies are the basic model of conventional telephony † "Hierarchical Network." Wikipedia. Wikimedia Foundation, 23 Sept. 2012. Web. 25 Sept.2012. http://en.wikipedia.org/wiki/Hierarchical_network. Buttons (Tools Menu) Descriptions Apply Changes Applies the current changes to the RocketLinx. Undo Changes Undoes all the changes only, if you have not applied it to the RocketLinx. Help Opens page-level help for this screen. Closes the window and queries you as to whether you want to save the settings to a file or not. Close You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). Web Interface Tab (RocketLinx) This opens your default browser and allows you to access the managed RocketLinx web configuration pages for your switch from PortVision DX. Use the RocketLinx web page help system or the appropriate RocketLinx User Guide for more information about configuration. Note: Java is required to operate RocketLinx web interfaces. RocketLinx Properties 61 PortVision DX User Guide General Tab (Other Hardware) You must use the Add New Device screen to add: • RocketLinx unmanaged switches • Third-party switches and devices After a device is added, you can use the General tab on the Properties screen to modify any information. The General tab contains the following information: • Basic Information • Network Settings • Action buttons Basic Information Device Name Description You can change the name by entering a new name in this field. The name change displays on the Main screen after clicking Apply Changes. Optionally, you can use the Rename option on the Main screen. MAC Address 62 This field displays a MAC addresses, if it was entered in the Add New General Tab (Other Hardware) PortVision DX User Guide Basic Information Description Device screen. You can enter a MAC address if you did not do so during initial set up. Serial Number You can enter the serial number of the device or switch for identification purposes. This is the Status that displays on the Main screen in the Device List pane. Device Status You can choose to set this option to ON-LINE or OFF-LINE, which is displayed on the Main screen. PortVision DX cannot poll unmanaged switches or third-party devices to determine whether they are on-line or not. Network Settings Description IP Mode This is an informational field for your convenience. IP Address This is an informational field for your convenience. Subnet Mask This is an informational field for your convenience. Default Gateway This is an informational field for your convenience. Buttons (Tools Menu) Descriptions Apply Changes Applies the current changes to the device. Undo Changes Undoes all the changes only, if you have not applied it to the device. Help Opens page-level help for this screen. Closes the window and queries you as to whether you want to save the settings to a file or not. Close You can disable this query using the Options... screen in the Tools menu (Ask for confirmation on closing Properties screen item). General Tab (Other Hardware) 63 PortVision DX User Guide Add New Device Screen You can use the Add New Device screen to: • Configure a Comtrol Ethernet attached products that is not on the local network. • Add a new Comtrol Ethernet attached product manually, if you do not want to scan the network. • Add unmanaged devices to the PortVision DX view so that you can maintain information about the devices in your network. There are several methods available to access the Add New Device screen: • Click the Manage menu and then click Add New... Device • Right-click a folder or device in the Device Tree pane and then click Add New... Device from the menu 64 Add New Device Screen PortVision DX User Guide Add New Device Screen (Managed) Use the Add New Device screen to configure Comtrol Ethernet attached products that are not on the local network or to add a new Comtrol Ethernet attached product manually, if you do not want to scan the network. The Add New Device screen can be accessed from the Manage menu by clicking Add New... Device or by right-clicking a folder or device and then clicking Add New... Device from the menu. The following table provides information about the Add New Device fields. You can refer to Adding a New Device for procedures. You can change this information using the General tab on the Properties screen. Add New Device Description Device Type Select the type of Comtrol Ethernet attached product that you want to add to PortVision DX. Device Model This drop down list contains the Comtrol Ethernet attached product model list. Device Name You must enter a Device Name for the Comtrol Ethernet attached product. If this is a DeviceMaster, click one of the Detection Types: Detection Type (DeviceMaster, Only) • REMOTE (default) means that the Comtrol Ethernet attached product is not connected to this segment of the network. • LOCAL means that the Comtrol Ethernet attached product is on this local network segment. Add New Device Screen - Managed 65 PortVision DX User Guide Add New Device Description If this is a DeviceMaster you may need to select an appropriate Identification Mode: Identification Mode (DeviceMaster, Only) • If you click REMOTE for the Detection Type, you must enter IP Mode values (IP Address, Subnet Mask, and Default Gateway). • If you click LOCAL for the Detection Type, you can click IP or MAC. • If you click IP, you must enter IP Mode values (IP Address, Subnet Mask, and Default Gateway). • If you click MAC, you must enter the MAC Address. Depending on the product type, you can optionally enter the Comtrol Ethernet attached product serial number. Serial Number If this is an IO-Link Master, the serial number is propagated into this field if it has a valid IP address. MAC Address (DeviceMaster, Only) If you click MAC as the Identification Mode for a DeviceMaster, you must enter the MAC address of the DeviceMaster you want PortVision DX to locate on the network. A MAC address label is attached to all DeviceMasters. The first three pairs of digits start with 00 C0 4E. DeviceMaster IP Address If you clicked REMOTE as the Detection Type or IP as the Identification Mode, you must enter the IP address programmed into the DeviceMaster. Subnet Mask A 32-bit value (255.x.x.x) that enables IP packets to distinguish the network ID and host ID portions of the IP address. Default Gateway A TCP/IP configuration item that is the IP address of a directly reachable IP router. Ok Adds the new configuration to the network as a new Comtrol Ethernet attached product. Cancel Closes the window without saving any data. 66 Add New Device Screen - Managed PortVision DX User Guide Add New Device Screen (Other Hardware) Use the Add New Device screen to add other hardware to PortVision DX so that you can maintain information about the devices in your network. PortVision DX does not manage or configure non-Comtrol Ethernet attached products or unmanaged RocketLinx switches but you can display them and if applicable, enter additional information about them using the Edit Notes function. The Add New Device screen can be accessed from the Manage menu by clicking Add New... Device or by right-clicking a folder or device in the Device Tree pane and then clicking Add New... Device from the menu list. You can refere to Adding a New Device for procedures. You can change this information using the General tab on the Properties screen. Add New Device Description RocketLinx - Click RocketLinx (Unmanaged). Device Type Select Other Hardware if it is not a Comtrol device. RocketLinx - Select the appropriate RocketLinx model. Device Model Other Hardware - Select Network Switch or Serial/Ethernet Device. Device Name You must enter a name to identify the device. Detection Type This field is disabled. Identification Mode This field is disabled. Serial Number You can optionally enter the device serial number. Add New Device Screen (Other Hardware) 67 PortVision DX User Guide Add New Device Description RocketLinx - Disabled since unmanaged RocketLinx switches do not have MAC addresses. MAC Address Other Hardware - You can optionally enter a MAC address for the device for record keeping practices. RocketLinx - disabled since unmanaged RocketLinx switches do not use addresses. IP Address Other Hardware - You can optionally enter an IP address for this device for record keeping practices. RocketLinx - Disabled. Subnet Mask Other Hardware - You can optionally enter a subnet mask for record keeping practices. RocketLinx - Disabled. Default Gateway Other Hardware - You can optionally enter a default IP gateway address for record keeping practices. Ok Adds the new configuration to the network as a new device. Cancel Closes the window without saving any data. 68 Add New Device Screen (Other Hardware) Managing the View PortVision DX makes it easy to manage how your products are displayed. This section discusses the following features: • Scanning the network • Managing devices • Using folders • Adding new devices • Renaming devices • Deleting devices • Changing the Detection Type • OFF-LINE Devices • Saving Device Diagnostics Files (IO-Link Master) • Editing notes • Changing the Device List view • Refreshing the view • Managing sessions Managing the View 69 PortVision DX User Guide Scanning the Network PortVision DX does not scan the network for new devices unless you chose to do so. You can refresh the view of the devices displayed in PortVision DX without scanning the network or simply wait for the next polling cycle. PortVision DX polls the devices and refreshes the view, which is dependent on the polling cycle interval. You can follow these steps to scan the network: 1. Click the Scan button or optionally do one of the following: • Click the Scan Network option under the Tools menu and click the product type or types for which you want to locate. • Click the Enable the Always scan network feature under the Tools menu in the Options screen and click the product type or types for which you want to locate. 2. Click the product type or types for which you want to locate and click the Scan button on the Scan Network pop up. Note: You can save time and only scan for products that you have connected to the network. 70 Managing the View PortVision DX User Guide Managing Devices After you have scanned the network to locate Comtrol Ethernet attached products, which are placed in the Scan Results folder you are ready to customize your view. This subsection discusses the following topics: • Using folders • Adding new devices • Renaming devices • Deleting devices • Changing the Detection Type • Editing Notes • Changing the Device List view • Refreshing the view • Managing sessions You can create multiple sessions if different views are required. Using Folders You can use the Manage menu and Add New... Folder option to create folders in the Device Tree pane and display the contents of the selected folder in the Device List pane. Folders are displayed first numerically and then alphabetically. The number of devices (managed or unmanaged) in a folder are displayed in brackets after the folder name and the number of devices online. You can use a device as a folder and layer switches or devices under it. If you want to customize folder names for a specific audience, you may want to create multiple sessions. Managing the View 71 PortVision DX User Guide Adding Folders Folders permit you to organize your devices in a logical view. Folders are displayed first numerically and then alphabetically. You can use a device as a folder and layer devices or switches under it. Use the following procedure to add a folder or folders in the Device Tree pane. 1. Right-click the Device Tree pane or optionally click an existing folder under which, you want to nest additional folders. You can place folders outside of the Scan Results folder or nest them within the folder. 2. Right-click and then click Add New...Folder. Optionally, you can use the Manage menu and the Add New... Folder option. 3. Enter the folder name. The number of devices (managed or unmanaged) in a folder are displayed in brackets after the folder name and the number of devices online. After you create a folder or folders, you can drag a device or devices to the appropriate folder. A device can only display in a single folder. You can move or add new devices into the folder. Moving Folders You can use several methods to move folders in the Device Tree pane. • Highlight the folder and drag it where you want it to display. You can move devices under another device. • Right-click the folder, click Move, click the target folder and then the Ok button. • Highlight the folder, click the Manage menu, click Move, click the target folder and then the Ok button. Folders are displayed first numerically and then alphabetically. The number of devices (managed or unmanaged) in a folder are displayed in brackets after the folder name and the number of devices online. 72 Managing the View PortVision DX User Guide Renaming Folders Use the following procedure to rename a folder in the Device Tree pane. Folders are displayed first numerically and then alphabetically. The number of devices (managed or unmanaged) in a folder are displayed in brackets after the folder name and the number of devices online. You may want to rename the folder named Scan Results [#] after each Scan Network process if you store all of your devices in the Scan Results folder. Optionally, create a folder structure to organize your devices. 1. Highlight the folder (or device with children devices) in the Device Tree pane that you want to rename. 2. Right-click and then click Rename. Optionally, you can use one of these methods: • Highlight the folder, click the Manage menu and the Rename option. • Click the folder so that you can type the name in the folder. 3. Enter the new folder name and press Enter. Deleting Folders Use the following procedure to delete folders and their contents in the Device Tree pane. This action does not affect the functionality of the devices in the folder, it merely removes the folder from the view. 1. Highlight the folder in the Device Tree pane that you want to delete. 2. Right-click and then click Delete. Optionally, you can use one of these methods: • Press the Delete key. • Highlight the folder, click the Manage menu and the Delete option. • Highlight the folder, press the Delete key, and click Yes to Confirm Delete pop up message. Managing the View 73 PortVision DX User Guide Moving Devices into a Folder Use this procedure to move a device or devices (from the Device Tree or Device List panes) into another folder. Folders only reside in the Device Tree pane. You can use the procedure below. 1. Right-click the device or devices that you want to move into a folder. 2. Click Move. 3. Click the target folder into which you want the device or devices moved. 4. Click Ok to close the window. Optionally, you can use one of these methods: • Highlight a device or devices and drag the devices into a specific folder or under a managed RocketLinx switch. • Highlight a device or devices, click the Manage menu, select the Move option, click the target folder (or managed RocketLinx switch), and then click Ok. Adding a New Device You can add a new device or switch (managed or unmanaged) manually, if you do not want to scan the network to locate and add new devices. There may be cases where you want to use the Add New Device window to: • Configure DeviceMasters that are not on the local network or other Comtrol Ethernet attached products, such as: IO-Link Master, or RocketLinx (remote) • Configure DeviceMasters in PortVision DX that are on the local network segment (local) • Add RocketLinx unmanaged switches and third-party switches or devices If you use the Add New Device screen to add unmanaged RocketLinx switches, third-party switches, or devices remember that you are not using PortVision DX to configure or manage those devices. PortVision DX merely is providing a you with a view of your network. When you add an unmanaged RocketLinx or third-party switch or device, it always shows ONLINE, unless you use the General tab on the Properties screen to change the status to OFFLINE. 74 Managing the View PortVision DX User Guide Remote Using the IP Address Use the following procedure to add a remote device (Comtrol Ethernet attached product) to PortVision DX. 1. Access the Add New Device window using one of these methods: • Click Add New... Device in the Manage menu. • Right-click anywhere in the Device Tree pane and click Add New... Device. • Right-click a folder or device and click Add New... Device. 2. Select the appropriate Device Type from the drop-down list. 3. Select the Device Model from the drop-down list. 4. Enter a Device Name for the new device. 5. If DeviceMaster, select REMOTE for the Detection Type. 6. Enter the IP Address, Subnet Mask, and Default Gateway. 7. Click Ok. 8. If necessary, click Refresh for the new device to display in the Device List pane. Local Using the IP Address or MAC Address Use the following procedure to add a local DeviceMaster to PortVision DX. 1. Locate the network information or MAC address of the device you want to add. 2. Access the Add New Device window using one of these methods: • Click Add New... Device in the Manage menu. • Right-click a folder or managed RocketLinx switch and click Add New... Device. 3. Select the Device Type from the drop-down list. 4. Select the Device Model from the drop-down list. 5. Enter a Device Name for the new device. 6. Select LOCAL for the Detection Type. 7. Select the Identification Mode to MAC or IP. • If you selected MAC for the Identification Mode, enter the MAC Address. A MAC address label is attached to all Comtrol Ethernet attached products. The first three pairs of digits start with 00 C0 4E. The DeviceMaster UP and RocketLinx do not support MAC mode. • If you selected IP for the Identification Mode, enter the IP Address, Subnet Mask, and Default Gateway. 8. Optionally, enter the serial number. 9. Click Ok. If necessary, click Refresh for the new device to display in the Device List pane. Managing the View 75 PortVision DX User Guide Unmanaged Switches or Third-Party Devices Use the following procedure to add a remote device (managed or unmanaged) to PortVision DX. Remember PortVision DX does not manage or configure non-Comtrol Ethernet attached products but you can display them and if applicable, enter information about them using the Edit Notes function. If the product has a valid IP address, the Web Interface tab appears in the Properties page so that you can access any device configuration pages. 1. Access the Add New Device window using one of these methods: • Click Add New... Device in the Manage menu. • Right-click anywhere in the Device Tree pane and click Add New... Device. • Right-click a folder and click Add New... Device. 2. Select the appropriate Device Type from the drop-down list. • If this is an unmanaged RocketLinx switch, click RocketLinx (Unmanaged). • If this is a third-party device, click Other Hardware. 3. Select the Device Model from the drop-down list. 4. Enter a Device Name for the new device. 5. Optionally, enter a serial number for the device. 6. Optionally, enter a MAC address for the device. 7. Optionally, enter the IP address, subnet mask, and IP default gateway. 8. Click Ok. 9. If necessary, click Refresh for the new device to display in the Device List pane. Renaming a Device The default device name is Device and last three pairs of digits from the MAC address, for example: Device 15 05 CD. You can rename a device using one of the following methods: • Right-click the device in the Device Tree or Device List pane, click Rename, and enter the new name. • Highlight the device, click Rename in the Manage menu, and enter the new name. 76 Managing the View PortVision DX User Guide Deleting a Device You can delete a device from the PortVision DX display. This action does not affect the functionality of the device, it merely removes a device from the view. 1. Highlight the device (or devices) that you want to remove from PortVision DX. 2. Use one of the following methods to delete the device or devices: • Click Delete in the Manage menu, and click Yes to Confirm Delete pop up message.. • Press the Delete key and click Yes to Confirm Delete pop up message. • Right-click the device or devices, click Delete, and click Yes to Confirm Delete pop up message. Changing the Detection Type (DeviceMaster) You can change the Detection Type for single or multiple DeviceMasters several ways: • Right-click the device (or devices) in the List View pane and then click Change Detection Type. • Highlight the device (or devices) and click Change Detection Type on the Device menu. • Double-click on the device, select the desired Detection Type, click Apply Changes, and then Close. If the Detection Type is changed to Remote, the DeviceMaster displays in the Device List in blue and (TCP) displays with the Status as shown in the following graphic. Managing the View 77 PortVision DX User Guide Saving Device Diagnostics Data Files (IO-Link Master) The Save Device Diagnostics Data option is available for the IO-Link Master. If you are experiencing technical difficulties, Comtrol Technical Support may request that you send this file to Comtrol. 1. Right-click the IO-Link Master, click Advanced, and then Save Device Diagnostics Data. 2. Browse to the location where you want to save the file. 3. Enter a file name and click Save. Editing Notes You can store information about a folder or device in the Notes field in the Tree Details and Device List Details panes of the Main screen. The information is displayed when the folder or device is highlighted. Use the following procedure to enter up to 1028 characters of information about a device or folder. 1. Highlight the device or folder for which you want record notes. 2. Click the Notes button or the Edit Device Note option under the Manage menu. 3. Enter up to 1028 characters of information about the device. 4. Click Ok. The notes display immediately in the Tree Details or Device List Details panes. You can change the notes by following the above procedure. Changing the Device List View You can customize what order the information is displayed in the Device List pane, which does not affect the contents of the Tree Details pane. By default PortVision DX displays the information in this order: You can change the order by clicking the column heading and moving it to the position you want to view. For example, you may want to view the information by the Model. Remember that you can also click a column name so PortVision DX orders the column either alphabetically or numerically. 78 Managing the View PortVision DX User Guide You can also create different sessions to display information using different criteria. Refreshing the View You can refresh a specific device or refresh all of the devices in PortVision DX. Refreshing the view is not the same as scanning for new devices. Use one of the following methods to refresh the view on the Main screen. • Click the Refresh All button to refresh all devices. • Right-click a device or devices and then click Refresh in the popup menu to refresh a single or multiple devices. You can change the polling interval in the Options menu that PortVision DX uses to refresh the Device List pane. Managing the View 79 PortVision DX User Guide Managing Sessions Sessions can be useful if you wish to create a different friendly view of devices on the network. A default session is being saved or updated every time you exit the application. PortVision DX opens the same default session at the next start up. The default session name is PVPDefSes.pxs and is located in the Program Files/Comtrol/PortVision DX subdirectory if you installed PortVision DX in the default location. You can use folders to organize the devices, which allows you to display a network organized by meaningful labels or allow different people to open different sessions designed for their needs. Importing PortVision Plus Sessions You can use this procedure to import existing PortVision Plus sessions so that you can save them in PortVision DX. 1. Click File and then Import Session ... 2. Respond to the Do you want to save the current session query: • If you click No: a. Browse to the location that your PortVision Plus files are located. The default PortVision Plus subdirectory is Program Files (x86)/Comtrol/PortVision Plus. b. Highlight the session name. c. • Select PortVision Plus Sessions (*.pvs) in the drop list and then click Open. If you click Yes: a. Browse to the location you want to save the PortVision DX session files. The default PortVision DX subdirectory is Program Files (x86)/Comtrol/PortVision DX. b. Enter a file name and click Save. c. 80 Browse to the location that your PortVision Plus files are located. The default PortVision Plus subdirectory is Program Files (x86)/Comtrol/PortVision Plus. Managing the View PortVision DX User Guide d. Select PortVision Plus Sessions (*.pvs) in the drop list and then click Open. You can save the session with a new file name in the PortVision DX subdirectory or the session is saved as the default session (PVDXDefSes.pvsx) when you close PortVision DX. Creating a New Session You can create a new session from an empty session by using the following procedure or you can edit an existing session and save the session with a new name. 1. Click New Session under the File menu. Note: If you have PortVision Plus sessions, you can import the sessions and save them as PortVision DX sessions. 2. Scan the network using the Scan button or the Scan Network option under the Tools menu. 3. Optionally, edit the contents of the Device Tree or Device List panes: • Create folders and move the devices under meaningful folder names. • Rename devices. • Reorganize the Device List pane by Model, IP Address, MAC Address, Software Version, or Status. 4. Click Save Session As... in the File menu to save the session under a unique file or optionally click Exit to save the session under the default name, PVPDefSes.pxs. Managing the View 81 PortVision DX User Guide Saving a Session PortVision DX allows you to save the existing view (session) as a file. Optionally, you can do the following to create a unique session in the Device Tree and Device List panes: • Create or move folders and move devices under meaningful folder names. • Rename the devices. • Organize the Device List pane by Device Name, Model, IP Address, MAC Address, Software Version, or Status. Use the following steps to save a session: 1. Click Save Session As... in the File menu. 2. Enter a name that corresponds to that session and click Save. 3. Optionally, browse to a new directory. By default, PortVision DX saves the session to the directory in which the current session was opened. The default directory is Program Files/Comtrol/PortVision DX and the default session under the default name, PVPDefSes.pxs. Opening an Existing Session Use the following to open a different PortVision DX session. PortVision DX always opens the session last saved. 1. Click Import Session ... on the File menu. 2. Click No or Yes to the Do you want to save the current session? query. 3. If necessary, browse to a directory that contains the PortVision DX session. By default, PortVision DX opens the directory where the current session was opened. The default directory is Program Files/Comtrol/PortVision DX and the default name is PVPDefSes.pxs. 4. Highlight the appropriate session. 82 Managing the View PortVision DX User Guide 5. Select PortVision DX Sessions (*.pvsx) in the drop list and then click Open. Exporting the Device List You may want to use the Export Device List to Notepad option so that you can import data into a spreadsheet. Only devices with an ON-LINE status are exported. 1. Click File | Export Device List to Notepad. 2. Optionally, save the file. The default name is PVDXDefSes.pvsx.txt. You can import the data in this file into a spreadsheet, using commas as the delimiter. Managing the View 83 Network Configuration Select the appropriate link to locate network settings configuration procedures for your product: • DeviceMaster, which includes the following models: • DeviceMaster 500 • DeviceMaster LT • DeviceMaster PRO • DeviceMaster RTS • DeviceMaster Serial Hub • DeviceMaster UP • IO-Link Master • RocketLinx Network Configuration 85 PortVision DX User Guide DeviceMaster (LT, PRO, RTS, Serial Hub, and 500) Use the following procedure to program network information into a single DeviceMaster at a time. If necessary, you can program multiple DeviceMasters at the same time. Note: For initial configuration, the DeviceMaster must be on the same network segment. 1. Highlight the DeviceMaster for which you want to program network information and access the General tab on the Properties screen using one of these methods: • Double-click the DeviceMaster in the Device Tree or Device List. • Right-click the DeviceMaster in the Device Tree or Device List and click Properties. • Highlight the DeviceMaster in the Device Tree or Device List, click the Properties button. • Highlight the DeviceMaster in the Device Tree or Device List, click the Manage menu, and then Properties. 2. If necessary, enter the user name and password. 3. Optionally, change the Device Name. The default Device Name is the last three pairs of numbers from the MAC address. A device name is required. Note: You cannot edit the MAC Address field, it is automatically populated with the DeviceMaster MAC address, if it was discovered during a scan. 86 Network Configuration - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide 4. If the serial number does not display, you can enter the serial number of the DeviceMaster in the event that you require it later. Note: The Device Status field is an informational field that displays the same status displayed on the Main screen. 5. Select the appropriate Detection Type, local or remote. 6. Click the appropriate IP Mode: • Disable IP to run the DeviceMaster using the MAC addressing scheme and disable all IP communications. • DHCP IP to use the DeviceMaster with DHCP. Contact the Network Administrator to provide the MAC address of the DeviceMaster and ask if you should change the Subnet Mask, or Default Gateway values. • Static IP to program a static IP address and enter the appropriate values (IP address, subnet mask, and default gateway) for your site. 7. Optionally, change the Bootloader Timeout value. Note: You must have SocketServer v9.06 or higher for the Bootloader Timeout field to display. 8. After entering the changes, click Apply Changes. 9. Click Close. Network Configuration - DeviceMaster LT/PRO/RTS/Serial Hub/500 87 PortVision DX User Guide 10. After programming the network information, you need to verify that you have the latest version of SocketServer loaded before performing any other configuration procedures. You can use the Web Interface tab if you need to configure socket or serial tunneling settings or you can use the Webpage feature. Optionally, you can modify socket or serial tunneling settings using the Software Settings tab if you are familiar with the parameters. Assigning IP Addresses to Multiple Devices Use the appropriate procedure to assign IP addresses to multiple DeviceMaster units. • Assign a range of IP address to multiple DeviceMasters, which may be useful if you are setting up multiple new DeviceMasters • Same IP address on multiple DeviceMasters Note: For initial configuration, the DeviceMasters must be on the same network segment. Assign a Range of IP Address to Multiple DeviceMasters Use this procedure to assign a range of IP addresses. Make sure that the DeviceMasters are not daisy-chained to another. 1. Right-click the DeviceMasters in the Device Tree or Device List pane, which you want to assign the IP addresses and then click Assign IP to Multiple Devices (or optionally, use the Manage menu). 2. Enter the starting IP address that you want assigned to the DeviceMasters. 3. Optionally, enter the Subnet Mask and Default Gateway values that you want to assign to the units. These fields are left blank if you do not enter values. 4. Click Proceed. 5. After programming the network information, you need to verify that you have the latest version of SocketServer loaded before performing any other DeviceMaster configuration procedures. You can use the Web Interface tab if you need to configure socket or serial tunneling settings or you can use the Webpage feature. Optionally, you can modify socket or serial tunneling settings using the Software Settings tab if you are familiar with the parameters. 88 Network Configuration - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide Same IP Address on Multiple DeviceMasters If you use duplicate IP addresses for DeviceMasters that the Detection Type is set to REMOTE, you may lose the DeviceMaster connection completely. Make sure that the DeviceMasters are not daisy-chained to another. 1. Right-click the DeviceMasters in the Device Tree or Device List pane, which you want to assign the IP addresses and then click Assign IP to Multiple Devices (optionally, use the Manage menu). 2. If you want to assign the same IP address to all units, click Use the same IP address for all the selected devices. 3. Click Yes to the Assign Duplicate IP popup message. 4. Enter the IP address that you want programmed into the DeviceMasters. 5. Click Proceed. 6. After programming the network information, you need to verify that you have the latest version of SocketServer loaded before performing any other DeviceMaster configuration procedures. You can use the Web Interface tab if you need to configure socket or serial tunneling settings or you can use the Webpage feature. Optionally, you can modify socket or serial tunneling settings using the Software Settings tab if you are familiar with the parameters. Network Configuration - DeviceMaster LT/PRO/RTS/Serial Hub/500 89 PortVision DX User Guide DeviceMaster UP Use the following procedure to program network information into a single DeviceMaster UP at a time. You can optionally, program multiple DeviceMaster UPs at the same time. Note: For initial configuration, the DeviceMaster UP must be on the same network segment. 1. Highlight the DeviceMaster UP for which you want to program network information and access the General tab on the Properties screen using one of these methods: • Double-click the DeviceMaster UP in the Device Tree or Device List. • Right-click the DeviceMaster UP in the Device Tree or Device List and click Properties. • Highlight the DeviceMaster UP in the Device List or Device Tree , click the Properties button. • Highlight the DeviceMaster UP in the Device Tree or Device List, click the Manage menu, and then Properties. 2. If necessary, enter the user name and password. 3. Optionally, change the Device Name. The default Device Name is the last three pairs of numbers from the MAC address. A device name is required. Note: You cannot edit the MAC Address field, it is automatically populated with the DeviceMaster UP MAC address, if it was discovered during a scan. 4. If the serial number does not display, you can enter the serial number of the DeviceMaster UP in the event that you require it later. 90 Network Configuration - DeviceMaster UP PortVision DX User Guide 5. Select the appropriate Detection Type, local or remote. Note: The Device Status field is an informational field that displays the same status displayed on the Main screen. 6. Click the appropriate IP Mode: • Disable IP disables IP communications. Do not use this option unless you are going to load the NS-Link device driver to run in MAC mode and not load any DeviceMaster UP protocol. • DHCP IP to use the DeviceMaster UP with DHCP. Contact the Network Administrator to provide the MAC address of the DeviceMaster UP and ask if you should change the Subnet Mask, or Default Gateway values. • Static IP to program a static IP address and enter the appropriate values for your site. 7. After entering the changes, click Apply Changes. 8. Click Close. 9. After programming the network information, you need to verify that you have the latest version of firmware for your protocol loaded before performing any other configuration procedures. You can use the Web Interface tab to configure protocol settings or you can use the Webpage feature. Optionally, you can modify protocol settings using the Software Settings tab if you are familiar with the parameters. Network Configuration - DeviceMaster UP 91 PortVision DX User Guide Assigning IP Addresses to Multiple Devices Use the appropriate procedure to assign IP addresses to multiple DeviceMaster UP units. • Assign a range of IP address to multiple DeviceMaster UPs • Same IP address on multiple DeviceMaster UPs Assign a Range of IP Address to Multiple DeviceMasters 1. Right-click the DeviceMaster UPs in the Device List pane, which you want to assign the IP addresses and then click Assign IP to Multiple Devices (optionally, use the Manage menu). 2. Enter the starting IP address that you want assigned to the DeviceMaster UPs. 3. Optionally, enter the Subnet Mask and Default Gateway values that you want to assign to the units. These fields are left blank if you do not enter values. 4. Click Proceed. 5. After programming the network information, you need to verify that you have the latest version of firmware for your protocol loaded before performing any other configuration procedures. You can use the Web Interface tab to configure protocol settings or you can use the Webpage feature. Optionally, you can modify protocol settings using the Software Settings tab if you are familiar with the parameters. 92 Network Configuration - DeviceMaster UP PortVision DX User Guide Same IP Address on Multiple DeviceMasters If you use duplicate IP addresses for non-local DeviceMaster UPs, you may lose the DeviceMaster UP connection completely. 1. Right-click the DeviceMaster UPs in the Device List pane, which you want to assign the IP addresses and then click Assign IP to Multiple Devices (optionally, use the Manage menu). 2. If you want to assign the same IP address to all units, click Use the same IP address for all the selected devices. 3. Click Yes to the Assign Duplicate IP popup message. 4. Enter the IP address that you want programmed into the DeviceMasters. 5. Click Proceed. 6. After programming the network information, you need to verify that you have the latest version of firmware for your protocol loaded before performing any other configuration procedures. You can use the Web Interface tab to configure protocol settings or you can use the Webpage feature. Optionally, you can modify protocol settings using the Software Settings tab if you are familiar with the parameters. Network Configuration - DeviceMaster UP 93 PortVision DX User Guide IO-Link Master Use the following procedure to program network information into a single IO-Link Master at a time. Note: For initial configuration, the IO-Link Master must be on the same network segment. 1. Highlight the IO-Link Master for which you want to program network information and access the Properties screen using one of these methods: • Double-click the IO-Link Master in the Device Tree or Device List. • Right-click the IO-Link Master in the Device Tree or Device List and click Properties. • Highlight the IO-Link Master in the Device Tree or Device List, click the Properties button. • Highlight the IO-Link Master in the Device Tree or Device List, click the Manage menu, and then Properties. 2. If necessary, enter the user name and password. In the event that you need to type the user names, remember that they are case-sensitive (Admin, Operator, and User). 3. Optionally, change the Device Name. The default Device Name is the last three pairs of numbers from the MAC address. Note: The MAC Address and Serial Number fields are automatically populated if the IOLink Master was discovered during a scan. The Device Status field displays the same status as the Main screen. 94 Network Configuration - IO-Link Master PortVision DX User Guide 4. Click the appropriate IP Mode: • DHCP IP to use the IO-Link Master with DHCP. Contact the Network Administrator to provide the MAC address of the IO-Link Master and ask if you should change the Subnet Mask, or Default Gateway values. • Static IP to program a static IP address and enter the appropriate values for your site. 5. After entering the changes, click Apply Changes. 6. Click Close. 7. After programming the network information, you need to verify that you have the latest version of software (images and applications) loaded before performing any other configuration procedures. You can use the Web Interface tab to configure IO-Link Master settings or you can use the Webpage feature. Optionally, you can modify IO-Link Master settings using the Software Settings tab if you are familiar with the parameters. Network Configuration - IO-Link Master 95 PortVision DX User Guide RocketLinx Use the following procedure to program network information into a single RocketLinx at a time. You can optionally, program multiple RocketLinx switches at the same time. Note: For initial configuration, the RocketLinx must be on the same network segment. 1. Highlight the RocketLinx for which you want to program network information and access the Properties screen using one of these methods: • Double-click the RocketLinx in the Device Tree or Device List. • Right-click the RocketLinx in the Device Tree or Device List and click Properties. • Highlight the RocketLinx in the Device Tree or Device List, click the Properties button. • Highlight the RocketLinx in the Device Tree or Device List, click the Manage menu, and then Properties. 2. If necessary, enter the user name and password. 3. Optionally, change the Device Name. The default Device Name is the last three pairs of numbers from the MAC address. Note: The MAC Address field is automatically populated when the RocketLinx is discovered during a scan. 4. Optionally, enter the serial number of the RocketLinx in the event that you require it later. Note: The Device Status field displays the same status as the Main screen. 96 Network Configuration - RocketLinx PortVision DX User Guide 5. Click the appropriate IP Mode: • DHCP IP to use the RocketLinx with DHCP. Contact the Network Administrator to provide the MAC address of the RocketLinx and ask if you should change the Subnet Mask, or Default Gateway values. • Static IP to program a static IP address and enter the appropriate values for your site. Note: PortVision DX does not support DHCP programming on the RocketLinx ES7506. If you want to configure the RocketLinx ES7506, you must use the web interface or CLI. 6. If using a static IP address, enter a valid IP address, subnet mask, and default gateway for your network. 7. Optionally, select the Network Topology. This is an informational field. 8. After entering the changes, click Apply Changes. 9. Click Close. 10. After programming the network information, you need to verify that you have the latest version of firmware loaded before performing any other configuration procedures. You can use the Web Interface tab to configure RocketLinx settings or you can use the Webpage feature. Network Configuration - RocketLinx 97 Firmware Refer to the following pages for information about the firmware for your product: • DeviceMaster including these models: • DeviceMaster LT • DeviceMaster PRO • DeviceMaster RTS • DeviceMaster Serial Hub • DeviceMaster 500 • DeviceMaster UP • IO-Link Master (images and applications) • RocketLinx (managed switches only) DeviceMaster (LT, PRO, RTS, Serial Hub, and 500) You may need to update the firmware on the DeviceMaster to support the latest features and functionality. If you have a DeviceMaster UP, see the DeviceMaster UP Firmware page for protocol-specific firmware. There are several types of firmware that run on the DeviceMaster: • SocketServer is the default application shipped on most DeviceMaster models, excluding models shipped with protocol-specific firmware for the DeviceMaster UP. Note: Technical Supports recommends that you update to the latest version of SocketServer before installing an NS-Link device driver or configuring socket ports. • Bootloader is the Redboot operating system that runs the DeviceMaster during the power on phase, which then starts a default application on the DeviceMaster. Note: Typically, you do not update the Bootloader unless instructed by Technical Support or the web (ftp) site. Firmware - DeviceMaster LT/PRO/RTS/Serial Hub/500 99 PortVision DX User Guide Checking the SocketServer Version SocketServer is integrated in the firmware that comes pre-installed on most DeviceMasters, which provides an interface to TCP/IP socket mode configuration and DeviceMaster services. You should update SocketServer before: • Configuring serial socket ports using SocketServer. • Installing an NS-Link device driver for tty or COM ports. Comtrol recommends verifying that your DeviceMaster contains the latest SocketServer version to avoid installation problems. Use the following procedure to check the SocketServer version on the DeviceMaster. 1. If necessary, click Scan. 2. Check the SocketServer version number (or NS-Link version if you have installed a DeviceMaster NS-Link device driver for your operating system) of the Software Version for the DeviceMaster. 100 Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide 3. Check to see if a later version is available using one of these methods: • Comtrol ftp site using the ftp interface • Direct link to the Comtrol ftp directory that contains the latest SocketServer version Note: Although this link goes to the DeviceMaster RTS subdirectory, the firmware for the DeviceMaster family is the same. 4. If the version on the ftp site is later than the version on the DeviceMaster, download the file and then go to Uploading SocketServer. If the SocketServer version on the DeviceMaster is current, you are ready to continue the installation and configuration process . 5. You can use the appropriate DeviceMaster Guide to complete the DeviceMaster configuration and installation process: • NS-Link COM ports - Optionally, refer to the DeviceMaster NS-Link Device Driver Guide for Windows for detailed information about device driver configuration. • TCP/IP socket ports - Optionally refer to the SocketServer help system for additional information. • NS-Link tty ports - Refer to the readme file packaged with the device driver. Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 101 PortVision DX User Guide Uploading SocketServer Use this section to upload SocketServer on the DeviceMaster. Technical Support recommends updating SocketServer before any software installation or configuration to avoid configuration problems. Note: Do not attempt to uploadfirmware across a wifi connection. You can upload one DeviceMaster or several DeviceMasters at a time. 1. Make sure that you have downloaded the latest version. Note: Although this link goes to the DeviceMaster RTS subdirectory, the firmware for the DeviceMaster family is the same. 2. If necessary, disable DeviceMaster NS-Link driver for Windows before uploading the Bootloader. a. Click the Start button and open the Comtrol | DeviceMaster | DeviceMaster Driver Management Console. b. If necessary, click Yes to the User Account Control pop up message. c. Right-click the DeviceMaster that you want to disable. d. Select Disable. e. Click Ok to close the Comtrol Drivers Management Console. 3. In the Device List pane, use one of the following methods to start the upload firmware process: 102 • Highlight the DeviceMaster or shift-click multiple DeviceMasters and click the Upload button • Right-click the DeviceMaster or shift-click multiple DeviceMasters, click Advanced, and then Upload Firmware • Highlight the DeviceMaster or shift-click multiple DeviceMasters, click Advanced and then Upload Firmware on the Manage menu Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide 4. Browse to the SocketServer .cmtl file and then click Open. 5. Click Yes to the Upload Firmware message that warns you that this is a sensitive process. It may take a few moments for the firmware to upload onto the DeviceMaster. The DeviceMaster reboots itself during the upload process. 6. Click Ok to the advisory message about waiting to use the DeviceMaster until the status reads ON-LINE. In the next polling cycle, PortVision DX updates the Device List pane and displays the new SocketServer version. 7. You can use the appropriate DeviceMasterand Guide to complete the DeviceMaster configuration process. 1. • NS-Link COM ports - Optionally, refer to the DeviceMaster NS-Link Device Driver Guide for Windows for detailed information about device driver configuration. Note: Make sure that you enable the driver ifyou disabled it before uploadingSocketServer.. • TCP/IP socket ports - Optionally refer to the SocketServer help system for additional information. • NS-Link tty ports - Refer to the readme file packaged with the device driver. If the firmware uploads fail and it is on the other side of several switches, a router, or wireless you can use TFTP to upload SocketServer. Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 103 PortVision DX User Guide Checking the Bootloader Version Use the following procedure to check the Bootloader version. Note: Typically, you do not update the Bootloader unless instructed by Technical Support or the ftp (web) site. 1. In PortVision DX, right-click the DeviceMaster in the Device List pane for which you want to determine the Bootloader version and click Reboot. 2. Click Yes to the Confirm Reboot query. 3. Right-click the DeviceMaster and click Refresh as many times as necessary to catch the reboot cycle in the Device List pane. The Bootloader version displays briefly during the reboot cycle before the default application (SocketServer) loads. 4. You can check the Comtrol ftp site to see if a later version is available. Note: Although this link goes to the DeviceMaster RTS subdirectory, the firmware for the DeviceMaster family is the same. 104 Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide Uploading Bootloader Typically, do not upload the Bootloader unless advised to by Technical Support (or the ftp/web site). Technical Support recommends connecting the DeviceMaster directly to a PC or laptop when uploading Bootloader. Note: Do not attempt to upload firmware across a wifi connection. You may also want to connect the DeviceMaster to a UPS while uploading Bootloader to avoid any power interruption. A power interruption while loading Bootloader will require that you send the DeviceMaster back to Comtrol for repair. Note: Only upload Bootloader to one DeviceMaster at a time. 1. Make sure that you have downloaded the latest version. Note: Although this link goes to the DeviceMaster RTS subdirectory, the firmware for the DeviceMaster family is the same. 2. If necessary, disable DeviceMaster NS-Link driver for Windows before uploading the Bootloader. a. Click the Start button and open the Comtrol | DeviceMaster | DeviceMaster Driver Management Console. b. If necessary, click Yes to the User Account Control pop up message. c. Right-click the DeviceMaster that you want to disable. d. Select Disable. e. Click Ok to close the Comtrol Drivers Management Console. 3. Right-click the DeviceMaster in the Device List pane for which you want to update, click Advanced and then Upload Firmware. Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 105 PortVision DX User Guide 4. Browse to the Bootloader .cmtl file, and then click Open (Please locate the new firmware), and then click Yes (Upload Firmware). 5. It may take a few moments for the firmware to upload onto the DeviceMaster. The DeviceMaster reboots itself during the upload process. 6. Click Ok to the advisory message about waiting to use the DeviceMaster until the status reads ON-LINE. Note: 106 Make surethat you enable the driver if you disabled it before uploading the Bootloader.. Software Settings - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide DeviceMaster UP You may need to update the firmware on the DeviceMaster UP to support the latest features and functionality. There are several types of firmware that run on the DeviceMaster UP: • SocketServer is the default application shipped on some DeviceMaster UP models, excluding models shipped with protocol-specific firmware for the DeviceMaster UP. If your DeviceMaster UP has SocketServer loaded, you will need to load the appropriate protocol for your environment, unless you want to operate the DeviceMaster UP with the NS-Link device driver and SocketServer. • Protocol-specific firmware for the DeviceMaster UP. • EtherNet/IP • Modbus Router • Modbus Server • Modbus/TCP • PROFINET IO Typically, one of the first steps after installing the hardware is to upload firmware that meets your protocol requirements, which overwrites SocketServer. DeviceMaster UP models that are shipped from the factory with one of the protocols listed above includes protocol identification on the compliance label on the DeviceMaster UP and PortVision DX displays the protocol type in the Software Version column on the main page.. • Bootloader is the Redboot operating system that runs the DeviceMaster UP during the power on phase, which then starts a default application on the DeviceMaster UP. Typically, you do not update the Bootloader unless instructed by Technical Support or the web site. Firmware - DeviceMaster UP 107 PortVision DX User Guide Checking Protocol-Specific Firmware Versions The DeviceMaster UP may or may not have come from the factory loaded with the protocol firmware that you want to configure. The first step is to check to see if the appropriate firmware is loaded and if it is the latest version. 1. If necessary, click Scan so that the DeviceMaster UP displays. 2. Check the name and version number of the Software Version loaded on the DeviceMaster UP. 3. If the Software Version displays as SocketServer, you will need to download the protocol firmware that you want to configure. 4. If the appropriate protocol displays, check the Comtrol ftp site to see if a later version is available. 5. If the version on the ftp site is later than the version on the DeviceMaster UP, download the file and then go to Uploading Protocol-Specific Firmware. If the firmware type is the protocol that you want to configure and the version on the DeviceMaster UP is current, you are ready to open the configuration web page using the DeviceMaster UP IP address or highlight the DeviceMaster UP in PortVision DX and click the Webpage button. You can download and access the latest Quick Start and User Guides for your protocol for configuration procedures. 108 Firmware - DeviceMaster UP PortVision DX User Guide Uploading Protocol-Specific Firmware Use this section to upload protocol firmware on the DeviceMaster UP. Technical Support recommends updating firmware before any software installation or configuration to avoid configuration problems. Note: Do not attempt to upload firmware across a wifi connection. You can upload one DeviceMaster UP or several DeviceMaster UPs at a time. 1. Make sure that you have downloaded the latest version. 2. You must unpackage the firmware, if the file you download does not contain a .cmtl extension. Note: You must unpackage the .msi file before uploading the firmware (.cmtl) to the DeviceMaster UP. If you attempt to unpackage the .msi file of the previous or same version on the same system, the installation program prompts you to remove the existing version. 3. In the Device List pane, use one of the following methods to start the upload firmware process: • Highlight the DeviceMaster UP or shift-click multiple DeviceMaster UPs and click the Upload button • Right-click the DeviceMaster UP or shift-click multiple DeviceMaster UPs, click Advanced, and then Upload Firmware • Highlight the DeviceMaster UP or shift-click multiple DeviceMaster UPs, click Advanced and then Upload Firmware on the Manage menu Firmware - DeviceMaster UP 109 PortVision DX User Guide 4. Browse, click the firmware (.cmtl) file, Open (Please locate the new firmware), and then click Yes (Upload Firmware). 5. It may take a few moments for the firmware to upload onto the DeviceMaster UP. The DeviceMaster UP reboots itself during the upload process. 6. Click Ok to the advisory message about waiting to use the DeviceMaster UP until the status reads ON-LINE. In the next polling cycle, PortVision DX will update the Device List pane and display the new firmware version. You can use PortVision DX to download and access the latest Quick Start and User Guides for your protocol. If the firmware uploads fail and it is on the other side of several switches, a router, or wireless you can use TFTP to upload firmware. 110 Firmware - DeviceMaster UP PortVision DX User Guide Checking the Bootloader Version Use the following procedure to check the Bootloader version. 1. In PortVision DX, right-click the DeviceMaster UP in the Device List pane for which you want to determine the Bootloader version and click Reboot. 2. Click Yes to the Confirm Reboot query. 3. Right-click the DeviceMaster UP and click Refresh as many times as necessary to catch the reboot cycle in the Device List pane. The Bootloader version is briefly displayed during the reboot cycle before the default application loads. 4. You can check the Comtrol ftp site to see if a later version is available. Note: Typically, you do not update the Bootloader unless instructed by Technical Support or the ftp/web site. Firmware - DeviceMaster UP 111 PortVision DX User Guide Uploading Bootloader Typically, do not upload the Bootloader unless advised to by Technical Support (or the ftp site). Note: Do not attempt to upload firmware across a wifi connection. Technical Support recommends connecting the DeviceMaster UP directly to a PC or laptop when uploading Bootloader. You may also want to connect the DeviceMaster UP to a UPS while uploading Bootloader to avoid any power interruption. A power interruption while loading Bootloader will require that you send the DeviceMaster UP back to Comtrol for repair. Note: Only upload Bootloader to one DeviceMaster UP at a time. 1. Make sure that you have downloaded the latest version. 2. Right-click the DeviceMaster UP in the Device List pane for which you want to update, click Advanced and then Upload Firmware. 112 Firmware - DeviceMaster UP PortVision DX User Guide 3. Browse to the Bootloader .cmtl file, and then click Open (Please locate the new firmware), and then click Yes (Upload Firmware). 4. It may take a few moments for the firmware to upload onto the DeviceMaster UP. The DeviceMaster UP reboots itself during the upload process. 5. Click Ok to the advisory message about waiting to use the DeviceMaster UP until the status reads ON-LINE. Firmware - DeviceMaster UP 113 PortVision DX User Guide IO-Link Master The following topics are discussed in this section: • Images and software • Checking image and application versions • Uploading image and application files EtherNet/IP and Modbus/TCP Images and Applications You may need to update the images or application on the IO-Link Master to support the latest features and functionality. Images U-Boot Bootloader Description U-Boot is a high-level bootloader that has networking and console command line capabilities. Among other things, it implements a TFTP server and Comtrol's new discovery protocol. This verifies that a Linux kernel image exists in NAND, then copies it to RAM and starts the IO-Link Master. The U-Boot version is displayed after the image name. FPGA The FPGA partition/image contains configuration data used by programmable hardware within the IO-Link Master unit. The uImage contains the Linux kernel and the RAM-resident root file system. It does not contain industrial protocol support or applicationspecific features. uImage There is a Primary and Backup version loaded on the IO-Link Primary/Backup Master. The IO-Link Master automatically reloads the Backup uImage if the file system corrupted. The uImage version is displayed after the Primary/Backup uImage. The Application Base image comprises a flash-resident file system containing application and protocol support. The Application Base is built from a collection of application subassemblies -- each of which may be updated individually between releases of the application base as a whole. Application Base The application subassemblies in the Application Base image are displayed in the lower portion of this page. The Application Base assembly has a 2-tuple version number: (for example, 1.10). Application subassemblies have 3-tuple or 4-tuple version numbers (for example, 1.10.1). The first two values in a subassembly version correspond to the version of the application base assembly for which it was built and tested. 114 Firmware - IO-Link Master PortVision DX User Guide For example, a subassembly with version 1.10.3 was tested with application base version 1.10. When using this page or PortVision DX, an application subassembly can install only if its version number matches that of the installed application base assembly. A subassembly with a version of 1.20.2.4 will only install if the application base version is 1.20. It will not install on a device with application base version 1.09 or 1.20. Application Subassemblies application-manager Description The Application Manager version loaded on the IO-Link Master. configuration-manager The Configuration Manager version loaded on the IO-Link Master. discovery-protocol The Discovery Protocol version loaded on the IO-Link Master. ethernetip The EtherNet/IP version loaded on the IO-Link Master. event-log The Event log version loaded on the IO-Link Master. iolink-driver The IO-Link version loaded on the IO-Link Master. web-user-interface The web interface version loaded on the IO-Link Master. Firmware - IO-Link Master 115 PortVision DX User Guide Checking the Software Versions The IO-Link Master has multiple images and applications loaded. The PortVision DX List Device pane only displays the application base version. The fastest and easiest way to determine all of your software versions is to view the IO-Link Master Advanced/Software page. 1. Highlight the IO-Link Master in the Device List pane and click Webpage. 2. Click Advanced and then Software. Note: Optionally, you can click Help | Support, which also provides complete image and application version information. 3. Check the Comtrol ftp site for the latest versions. 116 Firmware - IO-Link Master PortVision DX User Guide Uploading Images and Applications You can use the following procedure to load images and applications on the IO-Link Master. Optionally, you can use the IO-Link Master Advanced/Software page in the web interface to load images or applications. Note: Do not attempt to upload images or applications across a wifi connection. 1. Make sure that you have downloaded the latest version. 2. In the Device List pane that you want to update or shift-click multiple IO-Link Masters, and use one of the following methods: • Highlight or shift-click multiple IO-Link Masters and click the Upload button • Right-click or shift-click multiple IO-Link Masters, click Advanced, and then Upload Firmware • Highlight or shift-click multiple IO-Link Masters, click Advanced and then Upload Firmware on the Manage menu Firmware - IO-Link Master 117 PortVision DX User Guide 3. Browse to the image or application file, highlight the file, and then click Open. 4. Click Yes to the Upload Firmware message that warns you that this is a sensitive process. It may take a few moments for the firmware to upload onto the IO-Link Master. 5. Click Ok to the advisory message about waiting to use the IO-Link Master until the status reads ON-LINE. In the next polling cycle. 6. You can use the appropriate IO-Link Master document to complete the IO-Link Master configuration process. 118 Firmware - IO-Link Master PortVision DX User Guide RocketLinx (Managed) RocketLinx managed switches contain firmware for which an updated may be available. Typically, firmware updates provide new features or functionality. There are two types of firmware that run on managed RocketLinx switches, Bootloader and the Configuration Web Page firmware. You can check for latest version of firmware for your RocketLinx. • ES7506 • ES7510 • ES7510-XT • ES7528 • ES8508 and ES8508-XT • ES8508F and ES8508F-XT (Single- and Multi-Mode) • ES8509-XT • ES8510 and ES8510-XT • ES8510-XTE • ES9528 and ES9528-XT Note: The above list reflects the managed RocketLinx switches at the release this PortVision DX help system. See the Comtrol web site for the latest RocketLinx models. Firmware - RocketLinx 119 PortVision DX User Guide Checking the Configuration Web Page Version The web user interface for configuration is integrated in the firmware that comes pre-installed on managed RocketLinx switches. You may want to verify that you have the latest web user interface before configuring the RocketLinx. Comtrol recommends verifying that your RocketLinx contains the latest web user interface version so that you have the latest features and functionality. Use the following procedure to check the web user interface version on the RocketLinx. 1. If necessary, click Scan. 2. Check the web user interface version number of the Software Version for the RocketLinx. 3. Check the Comtrol ftp site to see if a later version is available. 4. If the version on the ftp site is later than the version on the RocketLinx, download the file and then go to Uploading RocketLinx Firmware. 5. If the firmware version on the RocketLinx is current, you are ready to continue the installation and configuration process. 6. You can use the appropriate User Guide to complete the RocketLinx configuration process. 120 Firmware - RocketLinx PortVision DX User Guide Uploading Firmware Use this page to upload the web user interface on the RocketLinx. Technical Support recommends updating the firmware before initial configuration to make sure that you have all of the features and functionality available for your RocketLinx model. Note: Do not attempt to upload firmware or Bootloader across a wifi connection. You can upload one RocketLinx or several RocketLinx switches at a time. Uploading Firmware on a Single RocketLinx Use this procedure to load the latest firmware on one RocketLinx. 1. Make sure that you have downloaded the latest firmware version. 2. Highlight the RocketLinx on the Main screen in the Device List pane that you want to update and use one of the following methods: • Click the Upload button • Right-click and then click Advanced and then Upload Firmware • Click Advanced and then Upload Firmware on the Manage menu Firmware - RocketLinx 121 PortVision DX User Guide 3. Browse to the firmware .bin file and then click Open. 4. Click Yes to the Upload Firmware message that warns you that this is a sensitive process. 5. It may take a few moments for the firmware to upload onto the RocketLinx. The RocketLinx reboots itself during the upload process. 6. Click Ok to the advisory message about waiting to use the RocketLinx until the status reads ON-LINE. In the next polling cycle, PortVision DX updates the Device List pane and displays the new web user interface version. 7. You can use the appropriate User Guide to complete the RocketLinx configuration process. 122 Firmware - RocketLinx PortVision DX User Guide Uploading the Web User Interface on Multiple RocketLinx Switches Use this procedure to load the latest web user interface on several RocketLinx switches. You can only load firmware on multiple switches if they are all of the same model, since the web user interface is model-specific. Note: Do not use this procedure to upload Bootloader. Technical Support does not recommend uploading Bootloader on multiple RocketLinx switches. 1. Make sure that you have downloaded the latest firmware version. 2. Shift-click the RocketLinx switches for which you want to update and use one of the following methods: • Click the Upload button • Right-click and then click Advanced and then Upload Firmware • Click Advanced and then Upload Firmware on the Manage menu 3. Browse to the firmware .bin file and then click Open. 4. Click Yes to the Upload Firmware message that warns you that this is a sensitive process. 5. It may take a few moments for the firmware to upload onto the RocketLinx. The RocketLinx reboots itself during the upload process. 6. Click Ok to the advisory message about waiting to use the RocketLinx until the status reads ON-LINE. In the next polling cycle, PortVision DX updates the Device List pane and displays the firmware version. 7. You can use the CD that shipped with your product for installation procedures or use the appropriate User Guide to complete the RocketLinx configuration process. Firmware - RocketLinx 123 PortVision DX User Guide Checking the Bootloader Version Use the following procedure to check the Bootloader version. 1. In PortVision DX, right-click the RocketLinx for which you want to determine the Bootloader version. 2. You can check the Comtrol ftp site to see if a later version is available. Note: Typically, you do not update the Bootloader unless instructed by Technical Support or the ftp site. 124 Firmware - RocketLinx PortVision DX User Guide Uploading Bootloader Typically, do not upload the Bootloader unless advised to by Technical Support (or the ftp site). Technical Support recommends connecting the RocketLinx directly to a PC or laptop when uploading Bootloader. You may also want to connect the RocketLinx to a UPS while uploading Bootloader to avoid any power interruption. A power interruption while loading Bootloader will require that you send the RocketLinx back to Comtrol for repair. Note: Only upload Bootloader to one RocketLinx at a time. 1. Make sure that you have located Bootloader downloaded the latest version. 2. Right-click the RocketLinx in the Device List pane for which you want to update, click Advanced and then Upload Firmware. Firmware - RocketLinx 125 PortVision DX User Guide 3. Browse to the Bootloader .bin file, and then click Open (Please locate the new firmware), and then click Yes (Upload Firmware). 4. It may take a few moments for the firmware to upload onto the RocketLinx. The RocketLinx reboots itself during the upload process. 5. Click Ok to the advisory message about waiting to use the RocketLinx until the status reads ON-LINE. 126 Firmware - RocketLinx Software Settings The DeviceMaster, DeviceMaster UP, and IO-Link Master provide the Software Settings tab. The Software Settings tab on the Properties screen contains the configuration parameters for the DeviceMaster, DeviceMaster UP, or IO-Link Master web interface configuration. You can do the following using the Software Settings tab: • Save device configuration files • Load device configuration files on similar DeviceMasters, DeviceMaster UPs, or IO-Link Masters • Review or edit software settings Note: You must use the embedded web page to edit software settings for the IO-Link Master family or the DeviceMaster UP, this operation is not supported in the Software Settings tab for these products. If you are not familiar with the software parameters for your DeviceMaster, you may want to use the Web Interface tab to access the DeviceMaster configuration pages. You must know valid values for software settings parameters to use the Software Settings tab. Although the parameters on the Software Settings tab reflect the contents of the device's configuration, the order of the parameters on this tab are not be in the same order as the settings in the web interface. You can access the Software Settings tab on the Properties screen by using one of these methods: • Double-click the device in the Device Tree or Device List. • Right-click the device in the Device Tree or Device List and click Properties. • Highlight the device in the Device Tree or Device List, click the Properties button. • Highlight the device in the Device Tree or Device List, click the Manage menu, and then Properties. DeviceMaster The Software Settings tab on the Properties screen contains configuration parameters for SocketServer and does not contain NS-Link device driver configuration parameters. SocketServer is used to configure sockets and set up serial tunneling. You can refer to the SocketServer help system or use the Web Interface tab to open the help system for information about the parameters. If your site is running different versions of SocketServer, you may notice that the parameter categories may not be in the same order or contain the same parameters. If you are using the Software Settings tab to edit parameters and you want to clone port characteristics, you can use the SocketServer web page to clone port parameters. Note: If the Software Settings tab does not appear, that means that the DeviceMaster is not available for IP connection. Which could mean that an incorrect user name or password was entered or that you are operating in MAC mode. Software Settings - DeviceMaster 127 PortVision DX User Guide Security Considerations The following list provides basic PortVision DX operations that are affected how the DeviceMaster interacts with PortVision DX when security is enabled using the web interface (SocketServer/NSLink). • PortVision DX must scan the DeviceMaster before configuring security. • PortVision DX locates the DeviceMaster before setting either Secure Data Mode or Secure Config Mode. • If PortVision DX discovers the DeviceMaster after setting security, the following conditions occur: • The IP address of the DeviceMaster does not display. • The Software Settings and Web Interface tabs are not present in the Properties page. • The IP mode displays as DHCP without the ability to modify. • The Upload and Reboot icons are grayed out and the options are disabled in the popup menus. Note: If the DeviceMaster was previously configured with security, PortVision DX features are reduced. Accessing the Software Settings Tab You can access the Software Settings tab on the Properties screen using one of these methods: • Double-click the DeviceMaster in the Device Tree or Device List. • Right-click the DeviceMaster in the Device Tree or Device List and click Properties. • Highlight the DeviceMaster in the Device Tree or Device List, click the Properties button. • Highlight the DeviceMaster in the Device Tree or Device List, click the Manage menu, and then Properties. 128 Security Considerations - DeviceMaster LT/PRO/RTS/Serial Hub/500 PortVision DX User Guide DeviceMaster UP The Software Settings tab on the Properties screen provides a way to review the firmware configuration values for your DeviceMaster UP. You can refer to the User Guide for your protocol or reference the Web Interface tab for information about the configuration parameters. Note: If the Software Settings tab does not appear, that means that the DeviceMaster UP is not available for IP connection. Which could mean that an incorrect user name or password was entered, or it is in MAC mode (DIsable IP), which is not supported in the DeviceMaster UP. Accessing the Software Settings Tab You can access the Software Settings tab using one of these methods: • Double-click the DeviceMaster UP in the Device Tree or Device List. • Right-click the DeviceMaster UP in the Device Tree or Device List and click Properties. • Highlight the DeviceMaster UP in the Device Tree or Device List, click the Properties button. • Highlight the DeviceMaster UP in the Device Tree or Device List, click the Manage menu, and then Properties. Software Settings - DeviceMaster UP 129 PortVision DX User Guide IO-Link Master The Software Settings tab on the Properties screen provides a way to review the firmware configuration values for your IO-Link Master. If you save and load configuration files for an IO-Link Master. The Password fields are populated with passwords (hashed) that means that the IO-Link Master had a valid password when they saved the configuration file. If they send that same file back to any IO-Link Master, it sets the password of that IO-Link Master accordingly. Note: If the Software Settings tab does not appear, that means that the IO-Link Master is not available for connection. Which could mean that an incorrect user name or password was entered. Make sure that you initial capitalize the user names, Admin, User, or Operator. 130 Software Settings - IO-Link Master Accessing Configuration Web Pages This page discusses how to access the Comtrol Ethernet attached product configuration web page and where to locate information about configuration options and procedures. Comtrol Ethernet attached products provide a browser-based configuration page that can be accessed using one of these methods. • Entering the IP address of the Comtrol Ethernet attached product in your web browser. • Highlight the Comtrol Ethernet attached product in the List View pane and click the Webpage button. • Right-click the Comtrol Ethernet attached product in the List View pane and click Webpage from the submenu. • Use the Web Interface tab in the Properties screen to open the web page. Locating Configuration Web Page Information You can use these links to locate configuration information for the following products: • • DeviceMaster (SocketServer): Refer to the SocketServer help system or the appropriate document for your product: • DeviceMaster Installation and Configuration Guide for the DeviceMaster PRO, DeviceMaster RTS, and DeviceMaster Serial Hub • DeviceMaster LT User Guide DeviceMaster UP • EtherNet/IP: Refer to the EtherNet/IP User Guide and EtherNet/IP Interface Configuration Quick Start for detailed information. • Modbus Router: Refer to the Modbus Router User Guide for detailed information. • Modbus Server: Refer to the Modbus Server User Guide for detailed information. • Modbus/TCP: Refer to the Modbus/TCP User Guide and Modbus/TCP Interface Configuration Quick Start for detailed information. • PROFINET IO: Refer to the PROFINET IO Installation Quick Start for configuration information. • IO-Link Master: Refer to the IO-Link Master web configuration help system or the IO-Link Master Installation and Configuration Guide for detailed information. • RocketLinx: Download the appropriate RocketLinx User Guide. Accessing Configuration Web Pages 131 Configuration Files If you are deploying multiple Comtrol Ethernet attached products that share common values, you can save the configuration file (.dc), which loads that configuration onto other Comtrol Ethernet attached products of the same model. You can choose what properties you want to save or load. You can save configuration files from the: • Main screen • Software Settings tab for the DeviceMaster, DeviceMaster UP, or IO-Link Master. If you want to program the network settings in multiple Comtrol Ethernet attached products, you can use the Assign IP to Multiple Device option. Converting DeviceMaster Configuration Files You can use the Convert DeviceMaster Configuration Files option to convert a configuration file that was created on a DeviceMaster running SocketServer v8.04 (or previous) and load it onto a DeviceMaster running SocketServer v9.00 (or higher). This means that you can upgrade SocketServer to the latest version and recover your previous DeviceMaster settings using this option. Use this procedure to convert DeviceMaster configuration files for SocketServer (v8.04 or previous). 1. Click the File menu and click the Convert DeviceMaster Configuration Files option. 2. Browse and locate the old configuration file. If you placed it in the default folder, it is located in the Program Files (x86)/Comtrol/PortVision Plus or Program Files (x86)/Comtrol/PortVision DX subdirectory depending on whether you used PortVision Plus or PortVision DX to create the configuration file. 3. Optionally, you may want to change the path to reflect PortVision DX or file name and then click Convert. You will receive a popup message that notifies you that the file was successfully converted. If the original configuration file was not from SocketServer v8.04 or earlier or the file was corrupt, you will receive a message that reflects a conversion failure. 4. If you have converted your files, you can close the window. Configuration Files - DeviceMaster 133 PortVision DX User Guide Saving Configuration Files If you are deploying multiple Comtrol Ethernet attached products of the same model that share common values, you can save the configuration file (.dc) and load that configuration onto other Comtrol Ethernet attached products of the same model. If you save a configuration file, you can choose what properties you want to save. • Main screen (all Comtrol Ethernet attached products) • Software Settings tab (DeviceMaster, DeviceMaster UP, and IO-Link Master) Main Screen Use this procedure to save a configuration file using the Main screen. 1. From the Device List pane on the Main screen, use one of the following methods: • Highlight the Comtrol Ethernet attached product, click the Save button • Right-click the Comtrol Ethernet attached product, click Configuration, and then Save. • Highlight the Comtrol Ethernet attached product, click the Manage menu, click Configuration, and then Save. 2. Browse to the location you want to save the file, enter a file name and click Save. 134 Configuration Files - DeviceMaster PortVision DX User Guide 3. Click the All checkbox or click only the properties that you want saved for each property category in the configuration file. 4. Click Done. 5. Click Ok to close the Save Configuration Created popup message. 6. You can now load that configuration file onto another similar Comtrol Ethernet attached product. Configuration Files - DeviceMaster 135 PortVision DX User Guide Software Settings Tab Use the following procedure to create a configuration file from the Software Settings tab on the DeviceMaster, DeviceMaster UP, and IO-Link Master. 1. If you have not done so, access the Properties screen for the DeviceMaster, DeviceMaster UP, and IO-Link Master for which you want to save the configuration. 2. Click the Software Settings tab. 3. Click the Save Settings to a File, browse to the location you want to save the file, enter a file name, and click Save. 4. Click the All checkbox or click only the properties that you want saved for each property category in the configuration file. 5. Click Done. 6. Click Ok to close the Save Configuration Completed message. 136 Configuration Files - DeviceMaster PortVision DX User Guide Loading Configuration Files If you have previously saved a Comtrol Ethernet attached product configuration file, you can load that configuration and apply it to a selected device or devices. • Main screen (all Comtrol Ethernet attached products) • Software Settings tab (DeviceMaster, DeviceMaster UP, and IO-Link Master) Note: If this is a DeviceMaster configuration file with SocketServer v8.04 or previous and you want to load it on a DeviceMaster running SocketServer v9.00 or higher, you must convert the configuration file. See Converting DeviceMaster Configuration Files. Main Screen Use this procedure to load a configuration file using the Main screen to one or more devices. 1. From the Device List pane on the Main screen, use one of the following methods: • Highlight the Comtrol Ethernet attached product, click the Load button • Right-click the Comtrol Ethernet attached product, click Configuration, and then Load. • Highlight the Comtrol Ethernet attached product, click the Manage menu, click Configuration, and then Load. 2. Click Yes to the warning that it will take 25 seconds per device and that it may also reboot the devices. 3. Browse to the location of the configuration file, click the file name and then Open. Configuration Files - DeviceMaster 137 PortVision DX User Guide 4. Click the All checkbox or click only the properties that you want to load for each property category in the configuration file and click Done. 5. Click Ok to close the Load Configuration popup message. 138 Configuration Files - DeviceMaster PortVision DX User Guide Software Settings Tab Use the following procedure to load a configuration file from the Software Settings tab. 1. If you have not done so, access the Properties screen for the device for which you want to load the configuration. 2. Click the Software Settings tab. 3. Click Load Settings from a File, browse to the location of the configuration file, click the file name, and then Open. 4. Click the All checkbox or click only the properties that you want to load for each property category in the configuration file and click Done. 5. Click Apply Changes. 6. Click Close to exit the Software Settings tab. Note: PortVision DX does not send it to the device unless you click Apply Changes. Configuration Files - DeviceMaster 139 PortVision DX User Guide Reset to Factory Default If you select the Reset to Factory Default option, all configuration settings, except for the IP address, subnet mask, and IP gateway are reset to their factory default values. Use the following procedure to reset the device to it's factory default values. 1. From the Device List pane on the Main screen, use one of the following methods: • Right-click the Comtrol Ethernet attached product, click Configuration, and then Reset to Factory Default. • Highlight the Comtrol Ethernet attached product, click the Manage menu, click Configuration, and then Reset to Factory Default. 2. Click Yes to the Set Configuration to factory default pop up message. PortVision DX will show the status as Reset to factory default until the next polling cycle. 140 Reset to Factory Default Telnet SSH Sessions There are two ways to access a Telnet/SSH session in PortVision DX: • Right-click the Comtrol Ethernet attached product in the Device List pane and click Telnet/SSH Session. • Highlight the Comtrol Ethernet attached product in the Device List pane, click the Manage menu and then Telnet/SSH Session. You may need to use the Telnet/SSH Session option to upload firmware on DeviceMasters that reside on the other side of several switches, a router, or wireless. Note: You can use this option to access the RocketLinx managed switches CLI (Command Line Interface). DeviceMaster TCP and UDP Socket Ports Following list is all of the logical TCP and UDP socket ports implemented in DeviceMaster. Socket Port Number Description 22 SSH 23 Telnet TCP Ports 22 (ssh) and 23 (telnet) are used for administrative and diagnostic purposes and aren't required for normal use and are enabled by default and Port 23 may be disabled. 80 HTTP 443 SSL or HTTPS TCP Ports 80 (http) and 443 (https) are used by the web server for administration and configuration and are enabled by default and cannot be disabled. TCP Port 102 is used for RFC1006 (ISO over TCP) serial port access. Not used for normal NS-Link SocketServer access. 102 RFC1006 The RFC1006 server can be disabled by setting the server port number to -1 and is enabled by default. 161 SNMP UDP Port 161 is used by the SNMP agent if SNMP is enabled which is the default. 4606 TCP Port 4606 is required if you want to use NS-Link or PortVision DX if you want to update firmware without setting up a TFTP server and this port cannot be disabled. 4607 TCP Port 4607 is only used for diagnostic purposes and is not required for normal operation and this port cannot be disabled. If SocketServeris to be used, then the user may enable usage of TCP or UDP ports for access to the serial ports. These ports are not enabled by default and are also user configurable to different values. Defaults for TCP would begin at 8000 and for UDP would begin at 7000. This user configurable port is incremented per serial port on the DeviceMaster. TCP 8000 - 8xxx For example: A DeviceMaster 16-port would have Ports 8000 through 8015. Telnet SSH Sessions 141 PortVision DX User Guide Socket Port Number Description This user configurable port is incremented per serial port on the DeviceMaster. UDP 7000 - 7xxx For example: A DeviceMaster 16-port would have Ports 7000 through 7015. 142 Telnet SSH Sessions Accessing Other Applications You can configure PortVision DX to open up to twenty applications using the Applications Customize menu item under the Tools menu. PortVision DX installs three applications, PuTTY, Test Terminal and Port Monitor. • PuTTY opens PuTTY, which is a free Win32 Telnet, SSH, and Rlogin client. If necessary, refer to the PuTTY help system. Note: If the PuTTY shortcut is not displayed, you can add using the Adding Shortcuts discussion. • Test Terminal opens a port, send characters and commands to the port, and toggle the output control signals. • Port Monitor verifies operation of all Comtrol serial COM ports from a single window if they installed during the installation process. You can use the Port Monitor and Test Terminal User Guide or the help systems for detailed information about how to use these applications. Adding Shortcuts You can add shortcuts for your applications that you may want to access from PortVision DX using the following procedure. 1. From the Main screen, click the Tools menu, highlight Applications and then click Customize. 2. Click New, if you need to clear the contents of the text boxes on the Applications Shortcuts window. 3. Enter an appropriate Shortcut Name. 4. Enter an application description. 5. Click the browse button and click Open. . to the location of the executable, highlight the executable, Note: If you are missing the PuTTY shortcut, browse to this location and file: Program Files (x86)\Comtrol\PortVision DX\PUTTY.EXE 6. If required by the application, enter the working directory for the application. Accessing Other Applications 143 PortVision DX User Guide 7. Click Add when to add the application. 8. Click Close when you are done adding applications. The shortcuts now appear nested under the Applications submenu. Changing Application Shortcuts You can make changes to the application shortcuts using the following procedure. You can also remove a shortcut. 1. From the Main screen, click the Tools menu, highlight Applications and then click Customize. 2. Select the shortcut in the Available Shortcuts drop list. 3. Make any necessary changes. 4. Click Update. 5. Click Close when you have made all of your changes to the shortcuts. Removing Application Shortcuts You can remove application shortcuts using the following procedure. You can also change a shortcut. 1. From the Main screen, click the Tools menu, highlight Applications and then click Customize. 2. Select the shortcut in the Available Shortcuts drop list. 3. Click Remove. 4. Click Close when you have made all of your changes to the shortcuts. 144 Acessing Other Applications PortVision DX User Guide Test Terminal DeviceMaster users can use Test Terminal to open a port, send characters and commands to the port, and toggle the output control signals. 1. To use Test Terminal, you will need to know the COM port number or numbers that you want test. 2. To start Test Terminal, click Test Terminal (WCom2) from the Applications drop list in the Tools menu. If you need help using Test Terminal, use the help system in Test Terminal or refer to the Port Monitor and Test Terminal User Guide. Port Monitor DeviceMaster users can use Port Monitor to verify operation of all Comtrol serial COM ports from a single window if you installed them during the installation process. 1. To use Port Monitor, you will need to know the COM port number or numbers that you want test. 2. To start Port Monitor, click Port Monitor (PMon2) from the Applications drop list in the Tools menu. If you need help using Port Monitor, use the help system in Port Monitor or refer to the Port Monitor and Test Terminal User Guide. PuTTY PuTTY is a free (MIT-licensed) Windows 32-bit Telnet, SSH, and Rlogin client that is included with PortVision DX. Refer to the PuTTY help system if you need information about using the application. Acessing Other Applications 145 Changing PortVision DX Options This section discusses using the Options... screen that is located in the Tools menu, which allows you to change or reset PortVision DX default settings. You can use the following procedure to change or reset PortVision DX options. 1. Click Options... from the Tools menu. 2. Click or uncheck options to fit your environment. See Options... for an explanation of the choices in this screen. Changing PortVision DX Options 147 Logging Events PortVision DX has an event logging feature available that you can enable if you want to log device-level or application-level (or both types of events). If you enable application-level event logging, you can disable the Polling... messages. Enabling Event Logging For PortVision DX to create an event log, you must enable logging in the Log File Settings menu. 1. From the Main screen, click the Tools menu, click Log File, and then click the Settings... option. 2. Check the Enable logging option. 3. If necessary, adjust the other options to fit the type of events you want to log. 4. Optionally, use the Save Log as... button and provide a different log file name before clicking the Ok button. Logging Events 149 PortVision DX User Guide 5. Use a .pvl extension on the file name so that PortVision DX quickly locates your file in the View screen. Accessing the Event Log Before you can access the event log, you must have previously created a log file and know the location. 1. From the Main screen, click the Tools menu, click Log File, and then click View. 2. If necessary, use the Browse button to locate the log file or manually enter the location and log file name. 3. If necessary, disable or enable the Filters (Device-Level, Application-Level, or Skip “Polling...” messages events) to view the type of logging events you want to review. 4. Click the View Log/Refresh View button. 5. Optionally, save or print the log file to a Notepad file using the Export to Notepad button. 6. To refresh the event log, click the View Log/Refresh View button. 150 Logging Events PortVision DX User Guide Clearing the Event Log Use the following steps to clear the event log. Optionally, you can delete the log file using any means available in Windows. You may want to save the contents of the existing log using the Log File - View menu. 1. If necessary, minimize the Log File - View menu. 2. From the Main screen, click the Tools menu and then Log File - Settings. 3. Verify that the correct Log Filename is displayed or use the Browse button to locate the appropriate file. 4. Check the Erase Log File Contents. 5. Click Yes to the Are you sure you want to ERASE fog file contents permanently query. 6. Click Done to close the window. Logging Events 151 Troubleshooting The following topics are available in this section: • Using the LED Tracker • OFF-LINE Devices • Contacting Technical Support Using the LED Tracker The IO-Link Master and RocketLinx supports the LED Tracker feature, which allows you to toggle on/off the LEDs on a specific device so that you can locate the physical unit. • IO-Link Master • RocketLinx Note: The DeviceMaster and DeviceMaster UP do not support the LED Tracker option. IO-Link Master Use this procedure to toggle the LED Tracker feature on the IO-Link Master. 1. Right-click or highlight the IO-Link Master in the Device List pane, click Tracker, and then click ON. Troubleshooting 153 PortVision DX User Guide The IO-Link Master cycles the IO-Link and DI LEDs. PortVision DX displays LEDs are flashing in the Status. 2. Right-click or highlight the IO-Link Master in the Device List pane, click Tracker, and then OFF. Note: The IO-Link Master LEDs will continue cycling the LEDs until you turn the Tracker OFF. RocketLinx Use this procedure to toggle the LED Tracker feature on the RocketLinx (managed). 1. Right-click or highlight the RocketLinx in the Device List pane, click Tracker, and then click ON. The LED Tracker disables itself after a few moments. 154 Troubleshooting PortVision DX User Guide The RocketLinx flashes the SYS LED for five seconds. 2. If necessary, you may need to click Tracker and ON several times to catch the flashing SYS LED. OFF-LINE Devices The Device List may display OFF-LINE device status for a variety of reasons. You may want to click Refresh to see if the device displays ON-LINE. Note: Remember, unmanaged RocketLinx switches and other hardware can be toggled from ON-LINE to OFF-LINE using the General tab of the Properties screen. PortVision DX can only determine whether a Comtrol Ethernet attached product is on-line or off-line. • The device is not powered. • The device is in the process of booting up and may show as ON-LINE at the next PortVision DX request. • The device has not completed loading firmware. If possible, check the status LED on the Comtrol Ethernet attached product. • A firewall is blocking communications between the device and PortVision DX. • The device is using the same IP address as another device. If this is the case, an asterisk is displayed behind the IP address in the Device List pane. • Incorrect IP addressing in the device has been implemented. • The device is getting an IP address from a DHCP server so the address is different than what PortVision DX knows. • A DeviceMaster is using LOCAL as the Detection Type but it is on the other side of a router or switch that has Layer 2 MAC mode disabled and only supports Layer 3. If this is the case, simply change the Detection Type from LOCAL to REMOTE. • The device is too busy to respond to the PortVision DX request for status. • The device’s Ethernet cable is disconnected or connect into the wrong Ethernet port. The DeviceMaster 2E/4/8/16-port models with external power supplies follow the IEEE specifications for standard Ethernet 10/100BASE-TX topologies. When using the UP and DOWN ports, the DeviceMaster 2E/4/8/16 is classified as a switch. When using the UP port only, it is a simple end node device. The maximum number of daisychained DeviceMaster 2E/4/8/16 units, and the maximum distance between units is based on the Ethernet standards and will be determined by your own environment and the conformity of your network to these standards. Contacting Technical Support You can contact Comtrol by calling +1.763.957.6000 (8AM to 6PM CST/USA). Optionally, you can refer to the Support web page or the Comtrol forum for more information. Troubleshooting 155
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