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AMX Control System Installer Course

Version 2.0 02/22/08

Copyright 2008 AMX Corporation. All rights reserved. No part of this publication may be reproduced, transcribed, stored in a retrieval system or translated into any language in any form by any means without the written permission of AMX. Credits Written by AMX University. Printed in Dallas, Texas. For additional questions or suggestions, feel free to call us. AMX University 3000 Research Drive Richardson, TX 75082 Phone: 469.624.8000 Fax 469.624.7192

Table of Contents
Audience ............................................................................................................................. 1 Why take this course .......................................................................................................... 1 You are here ................................................................................................................ 1 Prerequisites ....................................................................................................................... 2 Agenda ............................................................................................................................... 2 How to use course materials ............................................................................................... 3 Installation ................................................................................................................................. 5 Lesson objectives ............................................................................................................... 5 Power cables ....................................................................................................................... 5 CAT 5 cables ...................................................................................................................... 6 AXLink cable ..................................................................................................................... 8 Demo - Build AXLink cable ....................................................................................... 8 Practical - Build AXLink cable .......................................................................................... 9 Infrared emitters ................................................................................................................. 9 Serial control ...................................................................................................................... 9 Together - Locate pinouts ......................................................................................... 10 On your own - Define pinouts ................................................................................... 11 Verify cable lengths ......................................................................................................... 12 Steps to verify cable lengths ..................................................................................... 12 Demo - Verify cable lengths ..................................................................................... 12 Practical - Verify cable lengths ........................................................................................ 12 Practical - Connect control system ................................................................................... 13 Practical - Verify system works ....................................................................................... 13 Together - Troubleshoot systems ..................................................................................... 14 Generate and transfer control system files to controller .................................................. 14 Demo - Identify controller IP address through touch panel ...................................... 14 Practical - Identify controller IP address through touch panel ......................................... 14 Steps to generate and transfer files with VisualArchitect ......................................... 15 Demo - Generate and transfer files to controller ....................................................... 15 Practical - Generate and transfer files to controller .......................................................... 15 Steps to generate and transfer files with NetLinx Studio .......................................... 16 Together - VisualArchitect Report ............................................................................ 16 Lesson review ................................................................................................................... 16 Lesson summary ............................................................................................................... 17 Device Configuration .............................................................................................................. 19 Objectives ......................................................................................................................... 19 Benefits of a network ....................................................................................................... 20 Network review ................................................................................................................ 21 Wired networks ......................................................................................................... 21 Wireless networks ..................................................................................................... 22 Demo - Configure WAP ........................................................................................... 24 Wireless survey/analysis ........................................................................................... 24 ZigBee wireless networks ......................................................................................... 26 Anterus ............................................................................................................................. 27 Steps to build a network ................................................................................................... 29 Configure the network and connect AMX equipment .............................................. 29 Configure router (NetGear or Cisco 851) ........................................................................ 29 Together - Locate IP address of router ...................................................................... 30

Configure PC .................................................................................................................... 32 Steps to Configure Your PC with Windows XP ....................................................... 32 Together - Verify system works ................................................................................ 32 Configure controller ......................................................................................................... 33 Identify IP address of controller ................................................................................ 33 Demo - Set controller system time and date ............................................................. 37 Practical - Set controller date and time ..................................................................... 38 System Number ......................................................................................................... 38 Steps to configure touch panel for Ethernet .............................................................. 38 Steps to configure wireless touch panel .................................................................... 39 Demo - Configure wireless touch panel .................................................................... 39 On Your Own - Configure wireless touch panel ....................................................... 39 Together - Access a touch panel using web control ......................................................... 40 Configure Mio for AXLink address ................................................................................. 40 Lesson review ................................................................................................................... 42 Lesson summary ............................................................................................................... 42 NetLinx Studio ........................................................................................................................ 43 Lesson objectives ............................................................................................................. 43 Extract a workspace and transfer files .............................................................................. 43 Device addressing ..................................................................................................... 44 Dynamic addresses .................................................................................................... 45 Set device numbers using controller browser .................................................................. 46 Source code ............................................................................................................... 46 Steps to set device addresses in NetLinx Studio ....................................................... 47 Map files to devices .......................................................................................................... 47 Steps to map files to devices ..................................................................................... 48 Lesson summary ............................................................................................................... 48 Remote Connections ................................................................................................................ 49 Lesson objectives ............................................................................................................. 49 Remote access .................................................................................................................. 49 Firewalls ........................................................................................................................... 49 Together - Locate external IP address ....................................................................... 50 On your own - External IP address ........................................................................... 50 Dynamic external IP addresses ........................................................................................ 51 Port forwarding ................................................................................................................ 51 Together - Set up port forwarding .................................................................................... 52 Demo - Port forwarding ................................................................................................... 55 Virtual private networks ................................................................................................... 56 Resource Management Suite ............................................................................................ 56 Lesson summary ............................................................................................................... 56 Master to Master ...................................................................................................................... 57 Lesson objectives ............................................................................................................. 57 Master to master control ................................................................................................... 57 Design considerations and constraints ...................................................................... 59 System number .......................................................................................................... 59 Together - Change system number ........................................................................... 60 Demo - Configure master to master with Telnet ....................................................... 60 Practical - Configure master to master ...................................................................... 63 Steps to delete a URL from a list .............................................................................. 63

Steps to create URL in NetLinx Studio .................................................................... 63 Test master to master connection ..................................................................................... 64 Demo - Test master to master connection ................................................................. 64 Together - Test master with NetLinx Studio ............................................................ 66 Lesson review ................................................................................................................... 69 Lesson summary ............................................................................................................... 69 Security and Firmware ............................................................................................................ 71 Lesson objectives ............................................................................................................. 71 NetLinx security overview ............................................................................................... 71 Default security configuration .................................................................................. 72 Controller security setup procedures ................................................................................ 73 Together - Add a group and assign access rights ...................................................... 73 Steps to add a group directory association ................................................................ 73 Together - Add a user and configure access rights ................................................... 74 On your own - Test security ............................................................................................. 74 Firmware .......................................................................................................................... 74 Steps to upgrade firmware ........................................................................................ 74 SSL certificate procedures ............................................................................................... 75 Lesson review ................................................................................................................... 75 Lesson summary ............................................................................................................... 75 Troubleshooting ....................................................................................................................... 77 Lesson objectives ............................................................................................................. 77 ESCAPE ........................................................................................................................... 77 Explain ...................................................................................................................... 77 Switches and Settings ................................................................................................ 78 Cables and connectors ............................................................................................... 78 Attributes ................................................................................................................... 78 Programming ............................................................................................................. 78 Equipment ................................................................................................................. 78 Controller LEDs ............................................................................................................... 79 Ethernet cable troubleshooting tips .................................................................................. 80 Troubleshoot serial devices .............................................................................................. 81 Serial cabling ............................................................................................................. 81 Serial settings ............................................................................................................ 82 Controlled devices ..................................................................................................... 82 SEND commands ...................................................................................................... 83 Terminal PASS mode ................................................................................................ 83 NetLinx diagnostics control device / emulate device ............................................... 83 Manage system - diagnostics .................................................................................... 86 Flow control .............................................................................................................. 86 Unexpected touch panel beeping .............................................................................. 87 Network troubleshooting tools ......................................................................................... 87 Steps to Ping a domain name .................................................................................... 88 Steps to use Tracert command .................................................................................. 88 Steps to use IPConfig command ............................................................................... 89 Practical - Troubleshoot control system issues ................................................................ 89 Lesson review ................................................................................................................... 90 Lesson summary ............................................................................................................... 90

Audience

About this course


This course teaches you how to successfully install and test an AMX control system designed with VisualArchitect. You will use basic computer applications, such as the web browser, and Hyperterminal to configure and manage your control system whenever possible, but you will use VisualArchitect to transfer the control system files to the master controller.

Audience
This course is for persons who will be installing AMX control systems and for persons who want to earn their ACE Control System Installation certification.

Why take this course


You should take this course so that you can learn how to use the tools to enable you to quickly install a control system, and provide you troubleshooting skills.

You are here


By attending this class, passing the online Certification test with a score of 80% or better, and completing the Practical, you earn your ACE Control System Installation Expert certification. Listed below are the certifications you can earn and the courses required for each.

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* Online Course - http://www.amx.com/training

AMX Control System Installer Course

Prerequisites
You should take the following On Demand courses: Getting Started with AMX Introduction to Networking for AV Professionals You need to pass the quiz for each course, with a score of 80% or greater before taking this course. To take the On Demand prerequisite courses: 1. Log into www.amx.com/training. 2. Click the course link to complete the course. To take the quiz for Getting Started with AMX, click the Online Tests link on the training web page to take the quiz. The quiz for Introduction to Networking for AV Professionals is part of the online class. If you are new to AMX, we highly recommends you take the AMX Essentials course before you pursue any ACE certification so you understand AMXs business, products, software and basic networking knowledge.

Agenda
Table 1: Course Agenda Lesson Installation Device Configuration Device Configuration contd NetLinx Studio Remote Connections Master to Master Firmware and Security Troubleshooting Review and Test Day 1 - 6 hours Day 1 - 1 hour Day 2 - 2 hours Day 2 - 2 hours Day 2- 2 hours Day 2- 1 hour Day 3- 1 hours Day 3 - 2 hours Day 3 - 4 hours Duration

How to use course materials

How to use course materials


AMX provides course guides, a CD, and job aids for all classroom courses. Course guides can include various types of hands-on exercises
Table 2: Hands-on Exercise Type Demo Definition To be performed by the instructor only. Demos are performed when equipment is not available for all students or when the exercise could cause network or equipment problems when performed simultaneously by multiple users. To be performed with the instructor. The steps to perform the exercise are listed and are specific to the scenario. To be performed on your own. The steps are not listed in the section. It is up to the student to use the course guide to perform the exercise for a specific scenario. To be performed on your own. The same as On Your Own except exercises labeled Practical will be turned in to the instructor to prove you have the skills to earn an ACE Certification. To be a reference only. These are generic steps to instruct you how to perform a task but not specific to a classroom scenario.

Together

On Your Own

Practical

Steps

You will see some words in bold or in italics in the Togethers and Steps throughout the course guides. Bold items can be links, tabs, buttons, or other software options. Bold and italic items may also represent information you are asked to type or select. See the examples below when asked to type information:
Table 3: Typing examples Step What you should type

Type DVD Player in the Device field. You should type exactly what is in bold, DVD Player. Type your IP address in the IP field.
Type your own IP address, such as 192.168.103.10.

AMX Control System Installer Course

1
Installation
After a system has been designed and programmed, it is ready to be installed at the site. Various cable types are used to connect AMX control systems. It is important for installers to be able to build cables, and successfully connect all control system equipment and controlled devices. You should also know how to transfer the files to the controller and verify the control system works.

Lesson objectives
At the end of this lesson, you will be able to: Build an AXLink cable Locate serial pinouts Verify cable lengths Connect control system Generate and transfer control system files to controller Verify control system works

Power cables
Power cables are provided with AMX power supplies. NetLinx uses a mini Phoenix connector. The typical Phoenix connector sizes used in AMX systems are 3.5mm and 5 mm. AMX power supplies have different part numbers. Power supplies with PS have the larger Phoenix connectors while the power supplies named PSN have the smaller Phoenix connectors, except for the PSN 4.4 which has a barrel connector. All AXLink ports have a PWR connection intended for power input to the device, or for power output if the device is otherwise powered through a separate two-pin, green PWR connector. Most AXLink devices have a 2-pin, green PWR connector, intended solely for power input to the device, or as a common point when pushing power to other devices. NetLinx modules also have two 2-pin, green PWR connectors. Either can be used for power input to the device and a common point when bussing power to other devices, while the other is used as a more convenient common point, when bussing power to other devices.

AMX Control System Installer Course

Installation

You will find "PWR" or "+12" or "+12VDC" connections on: AXLink port Integrated Controller (NXI) AXLink box (AXB-x-axes) NetLinx module (NXS-x-axes) Touch panels When using RJ45 connectors, the maximum power is 500 mA.

CAT 5 cables
ICSNet, ICSHub, and Ethernet require a minimum of CAT5 cable. Use RJ45 connectors and wired to the EIA/TIA 568B or 568A standard. 568A is typically used in Australia and the U.S. CAT 5 cables use RJ45 connectors which limit the power to 500 mA. UTP cabling consists of two unshielded wires twisted around each other. UTP is given a category rating to ensure meeting certain performance requirements. There are five categories of UTP cabling. Currently CAT5 (nominal impedance of 100 ohms) cable is the standard for network implementation. To ensure that the cabling system conforms to CAT5 standards, all components of must conform to CAT5 installation standards. If you include even one cable in a lower category in a system, the entire system will not perform to the CAT5 standards. The maximum pulling strength for UTP cable is 25 lbs. Installers should certify that the installation is Category 5 compliant

FIG. 1 EIA/TIA 568 B Standard

CAT 5 cables

When viewing the connector, look at the back with the tab down.
Table 4: RJ-45 Connector Pinouts Pin 1 2 3 4 5 6 7 8 Color White / Green Green White / Orange Blue White / Blue Orange White / Brown Brown 10/100 Base T Ethernet Tx / Rx + Tx / Rx Rx / Tx + Not used Not used Rx / Tx Not used Not used

Termination
The key for a successful termination is a tool that applies a consistent, complete cycle for a repeatable reliable crimp connection. Choose installation termination tools that use ratchet mechanisms, such as those found in high quality crimping tools, and repeatable impact mechanisms as found in professional grade punch down IDC tools.

AMX Control System Installer Course

Installation

Testing
It is important to invest adequate time in the verification of continuity and configuration, prior to certifying any communication cable. The communication industry depends on the integrity of structured wiring systems for support of many expensive and sophisticated electronic devices. Many levels of testing equipment exist on the market today. It is important for maintenance technicians and installers to have a range of testers to cover the various applications ranging from checking basic cable assemblies to inspection of point-to-point cable runs to final certification of the entire structured wiring system.

AXLink cable
AXLink cables can be a variety of wire gauges and standards. The typical cable type is 18/2 and 22/2 shielded pair. Common manufacturers who make this kind of cable are Liberty and Belden. Below is the AXLink pinout information.
Table 5: AXLink Pinouts Pin 1 2 3 4 Ground AXM AXP Power - optional Signal Color Scheme Black Blue/Green White Red (+12 V)

Br B W R e t t e e id i t r e g h
d B lk B a c l u W R e h i t e e
Some cable manufacturers use Green cable in place of the Blue cable. Better Get it Wired Right. If you are using AXLink cable with a local power supply, do NOT leave in the red cable. Theyll both try to push out 12 volts until one fails. You can use an AXLink bus strip for troubleshooting.

Demo - Build AXLink cable


Your instructor will show you the way to properly build an AXLink cable.

Practical - Build AXLink cable

Practical - Build AXLink cable


You should shield the cable at the controller and make the cable unshielded at the other end. Be sure not to damage the wires when stripping the cable. You should get rid of the foil and dont leave any copper exposed. When looking at the back of the connector, the ground wire is on the left.

Infrared emitters
IR emitter and serial cables transmit IR commands to the controlled source. There are two sides to the emitter, one for high output and one for low output. Cables for wired IR are device/model specific and can be ordered though AMX. Typically, two infrared cables with Phoenix connectors come with controllers. Make sure you have IR emitters for installation jobs. you can always buy them and cut the ends off and add Phoenix connectors. If you do this, ensure you have the correct polarity. There are black blinders attached to the emitters that include the following benefits: Have more glue and a larger area so it stays on longer Blocks light interference

Serial control
Serial control cables are used to connect RS-232/422/485 ports to controlled sources. Cables for RS-232/422 are device/model specific. Over 700 different cables are available. Go to InConcert, on the AMX web site, for detailed instruction manuals on RS232 serial cables. The programming cable is used to connects a PC's COM port to the controller port. This can be a 9-pin or 25-pin COM port. This cable can be purchased from AMX or you can build your own using the following part number (FGT10-727). A programming cable comes with the EXPerience Kits available on the AMX website. If you do not have a programming cable or specific manufacturers cables, you can purchase STS adapters (FG-959) and create your own serial cables.

AMX Control System Installer Course

Installation

The programming cable uses a minimum of 22-gauge shielded pair with a DB-9 female connector for computer COM port and DB-9 female connector for controller port. To build the programming cable use a female connector on both ends with pins 2 & 3 flipped on one end. The following chart shows the pinouts for the cable.
Table 6: Programming Cable Pinout Controller Pin 2 3 5 Rx Tx GND Controller FN Tx Rx GND PC FN 3 2 5 PC Pin

Together - Locate pinouts


With your instructor, locate the pinouts for a Denon A/V Receiver 4802. 1. Open www.amx.com 2. Select Dealers. 3. Select InConcert > Search Devices. 4. Enter the following information: Manufacturer: Denon Device Model: 4802 5. Click Search. 6. Click the RS232 link. 7. Click the 10-752-04 link to view the pinout information.

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Serial control

On your own - Define pinouts


1. Diagram the pinouts for the LG Electronics - TV (50PX4D).

2. Diagram the pinouts for the Runco CL710 video projector.

AMX Control System Installer Course

11

Installation

Verify cable lengths


There are hand-held tools you can use to verify cable lengths such as short stops or cable meters.Verifying cable lengths on cables behind walls can help determine where in a building the cable is terminated. It is also useful to measure cable length on spools. This is important if you need to know how much cable you have left on a spool. You can also determine the distance to an open or short in seconds and measure voltage to circuits. The steps to verify cable lengths may differ depending on the tool that you use, but below are sample steps.

Steps to verify cable lengths


1. Select the cable type. 2. Attach the test leads to two conductors of the cable. 3. Press the button to view the cable length or distance to an open or short.

Demo - Verify cable lengths


Watch as your instructor verifies cable lengths.

Practical - Verify cable lengths


Use the equipment to determine the cable length of the cable in the room.

12

Practical - Connect control system

Practical - Connect control system


Now that you are familiar with the cables used in a control system, use the wiring diagram and cables to connect the equipment at your workstation.

The Ethernet connection on the NXA-AVB box should be connected to the router.

Practical - Verify system works


After you have the system connected. Review the following: 1. Are the touch panel, keypad and controller powered up? ____________ 2. Does the touch panel and keypad control the DVD player?____________

AMX Control System Installer Course

13

Installation

Together - Troubleshoot systems


The instructor and students can do minor troubleshooting for control systems that are not properly configured. This can include cabling and power issues. You should use the Troubleshooting Lesson at the end of this guide for additional help.

Generate and transfer control system files to controller


If you have your AMX Designer Workstation project, you will use it to transfer files to the controller. For students who have not take AMX Designer, your instructor will inform you which files to use. Before you can transfer the files, you must connect to the controller. You can connect to the controller with a serial modem cable connected to your computer, or you can connect over a network with an IP address. To connect to the controller, you need to know the IP address. There are several ways to locate the IP address. In this course, you will locate the IP of the controller very simply by viewing it on the touch panel. The steps to connect with a serial cable and various other ways to locate the IP address of the controller are shown in the next lesson.

Demo - Identify controller IP address through touch panel


Watch as your instructor used the touch panel to locate the controller IP address. 1. Press the gray button on the front of the touch panel, or the lower button on each side of the MVP and hold for 3 seconds. 2. In the Password field, type 1988, and press Done. 1988 was the year AMX first sold touch panels. 3. Press System Connection. 4. Write down the IP address in the Master IP/URL field. 5. Open a web browser, type in the controller IP address.

Practical - Identify controller IP address through touch panel


Use the steps above to identify the controller IP address through the touch panel and logon to the controller through a web browser.

14

Practical - Generate and transfer files to controller

Steps to generate and transfer files with VisualArchitect


You will use VisualArchitect to transfer the control system files to the controller. You could also use the standalone application, File Transfer 2, to transfer files. VisualArchitect allows you to generate the code, control system report, and transfer the files all at one time. First you will set up VisualArchitect to connect to the controller with an IP address. If you do not have a workstation project, copy the workstation.vap file from your CD to your desktop into a folder named workstation. 1. Double-click your Workstation project. 2. Click the System tab, and select the controller in the workspace. 3. In the Properties area, select TCP/IP in the Connection Type drop-down. 4. Type the controller IP address in the IP Address/Host Name field. 5. Select System > Generate and Transfer System Files. 6. Click Generate and transfer system files. 7. In the Generate Options area, click the browse icon to navigate to the folder to store the files. 8. Select Create project subfolder. This will save all your generated files and reports to one directory. 9. Select the Generate System Report check box. This generates a system report with useful information. 10. Click Start. The source code will be compiled and the files will be sent to the controller and user interfaces. When the transfer is complete, you should see the touch panel user interface change to the VisualArchitect template.

Demo - Generate and transfer files to controller


Watch as your instructor generates and transfers files to the controller.

Practical - Generate and transfer files to controller


Transfer the workstation.vap project to your controller. Use the steps above to transfer the files.

AMX Control System Installer Course

15

Installation

Steps to generate and transfer files with NetLinx Studio


As with VisualArchitect, you need to set up NetLinx Studio to connect to the controller with an IP address. This is covered in more detail later in this course. 1. Open NetLinx Studio, and open a workspace file. These are files that end with .apw or .apx. 2. Select Build > Build Workspace. This will compile all the files. 3. Select Settings > Master Communication Settings. 4. Click Communication Settings. 5. Select TCP/IP, and click Edit Settings 6. Click New. 7. In the TCP/IP Address field, type your controller IP address, and click OK. 8. Select the IP address in the List of Addresses, and click Select, and click OK until you are back to the workspace. 9. Select Tools > File Transfer. 10. Click Quick Load and OK. 11. Click Send.

Together - VisualArchitect Report


Browse to the workstation folder on your desktop. Double-click to open the .html file and view the report.

Lesson review
Answer the following questions. 1. Most AXLink and NetLinx devices have what kind of power connector? ________________________________________________________________________ ______________________________________________________________________ 2. What form of CAT5 cable is primarily used in the United States? ______________________________________________________________________ 3. Are the RJ-45 pinouts the same for CAT5 cable as ICSNet? ________________________ 4. What are the typical AXLink cable gauges? ________________________________________________________________________ ______________________________________________________________________

16

Lesson summary

Lesson summary
In this lesson, your instructor demonstrated how to verify cable lengths. You used various tools to build an AXLink cable and you located serial pinouts for various devices. Additionally, you connected your system and transferred VisualArchitect files to the controller and user interfaces.

AMX Control System Installer Course

17

Installation

18

2
Device Configuration
In many cases, AMX equipment connected to a network will automatically be configured correctly and work out of the box. Networking is very important when designing, installing, and maintaining control systems. This lesson teaches you the concepts you need to know to successfully set up a network and then connect AMX control equipment.

Objectives
At the end of this lesson, you will be able to: Review networking Configure a router and PC/laptop Configure controller and touch panel Configure wireless network Configure touch panel for wireless Configure Mio keypad

AMX Control System Installer Course

19

Device Configuration

Benefits of a network
The NetLinx system is designed to be connected to a network. Networking is not required, but can be very beneficial when designing, installing, and maintaining control systems. There are many benefits to having a network. You must have a network to use some of the features demonstrated earlier in this course. Keep in mind that many customers will already have networks setup in their homes so you will integrate their control system with that network. In those cases, you need to understand the network setup and be able to access the customer network. You must have a network to use the following features: Modero touch panels Internet access for clients computers on the NetLinx controller integrated! Solutions i!-PCLink/Web - With a computer attached to the network, this free solution enables customers to launch the Internet from a touch panel. The touch panel controls the PC and functions as a remote display. i!Weather - This feature gives the user the current weather conditions and 5-day forecast on a touch panel. AMX locations are free, but there is a fee for custom locations. PictureFrame - This feature is available for a small fee and allows users to create a slide show of their personal photographs that appears on a touch panel. All photos in a designated folder on the clients computer will be displayed on the touch panel. Remote Access - One of the best features of a network is that dealers can remotely access the clients control system through the network to troubleshoot or perform maintenance. This same feature allows users to control one system from another system from a different geographical location. For example, a customer can control or monitor a vacation home regularly from their primary home or office. Reporting/Monitoring - RMS facilitates troubleshooting, monitoring and reporting capabilities.

20

Network review

Network review
Networks are a way of connecting equipment and resources that consists of a small group of computers or a complex network of computers, servers, routers, switches and hubs. Developing a control system connected to a network allows you to share information with any device on the network. Below is a network that could be used for a residential control system. Single-master AMX controllers and user interfaces will work out of the box when connected to a network with DHCP services.

Wired networks
Ethernet describes today's most common networks, specifically those delivered over CAT5 cabling. Ethernet typically encompasses 10/100 Mbps networks, but it is also used to refer to higher bandwidth networks. That reference, 10/100, means the network supports devices at either 10 or 100 Mbps. The term "Gigabit" precedes Ethernet to reference speeds of 1000 Mbps (Gigabit Ethernet). The term "pipe" refers to the bandwidth capability of the network. The MAX multimedia server system from AMX requires a Gigabit pipe for audio and video content delivery. Most AMX networked control devices operate on 10/100 networks. CAT5 is the minimum standard cable requirement for Ethernet. TCP/IP is the protocol used to communicate on Ethernet networks and the Internet. An IP Address is your device's address on a network using the TCP/IP protocol. The IP address is similar to your mailing address and is required for successful message delivery on the network. Every device on the network needs an IP address, and a network router passes appropriately addressed messages along the correct path using those addresses.

AMX Control System Installer Course

21

Device Configuration

Wireless networks
Wireless networks are popular because of the flexibility they provide the user, the installation is faster, and you can place network devices almost anywhere, including places that wiring is not possible.

WAP250G
AMX offers a wireless access point (NXA-WAP250G) that connects to a LAN using Ethernet cable, providing WLAN access to wireless touch panels and other 802.11b/g devices, such as home computers with connection speeds of up to 54 Mbps. .

Step procedures for installing and configuring the WAP250G are located at: http://www.amx.com//techdocs/NXA-WAP250G.InstructionManual.pdf

The NXA-WAP250G comes configured to work out of the box; however, you should configure the security settings so that communication is secured. The settings you configure for the wireless access point will need to match the settings on your touch panel. SSID (Service Set Identifier) - ID or name of a wireless local area network. The IT administrator sets the SSID, which can be enabled to broadcast to all wireless devices within range or disabled for further security. WEP (Wired Equivalency Privacy) - Security protocol for wireless networks that encrypts transmitted data. When enabled, you have the option to generate a 64-bit or 128-bit WEP encryption key. Access is denied by anyone who does not have the assigned key. WPA (Wi-Fi Protected Access) - Provides an enhanced security solution for wireless networks. WPA2 is a further security enhancement that includes IEEE 802.11i standards. MAC Filtering - (Media Accesss Control) Filtering - Provides more security on your wireless network. You can set up a wireless router to enable only certain devices access to a wireless network based on the devices MAC addresses.

22

Network review

When deploying multiple WAPs in one location, use channels 1, 6 and 11 to ensure maximum throughput and bandwidth. Avoid co-channel interference by using a triangular pattern of 1,6 and 11 throughout the zones.

11

Channels

Steps to configure security for a NXA-WAP250G


1. Open a browser and type in the default IP address http://192.168.1.240, and press Enter. 2. Type in the user name and password: Admin / 1988, and click OK. 3. Click the Basic tab. 4. In the Wireless Network Name (SSID) field, enter a SSID. Use the same SSID when you set up the wireless touch panel. The default SSID is AMX. 5. Select the SSID Broadcast Disabled radio button. (Optional but recommended) This disables the WAP from broadcasting the SSID information. For security purposes, you do not want to broadcast the SSID. 6. Enter a unique 12-bit VLAN ID. 7. Select the Client Access Mode to be used (802.11g only or b+g). 8. Click the Channel tab to enable/disable the Radio Channel setting. 9. Click the WEP tab to and enable WEP Status. 10. Select the appropriate Authentication Mode. Open allows any wireless device with the correct SSID to access the WAP. Shared allows wireless devices with the correct shared key to access the WAP. 11. Select Static Config ast the Key Source and Hexadecimal as the Key Type. 12. In the Setting Key area, select WEP Key 1. 13. In the WEP Key field, type in a key. If you select 64 bit, you should put in a 10-digit key.Hint: Phone numbers have 10 digits. Example: 800-222-0193 would be 80:02:22:01:93.

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Device Configuration

14. Click Save 15. Select the WPA/WPA2 tab to enable this further security enhancement. 16. Select an Authentication method and Key Cipher Mode. 17. Click Save.

Demo - Configure WAP


Watch as your instructor configures the WAP.

Wireless survey/analysis
Network Stumbler is a free Windows application that allows you to detect Wireless Local Area Networks (WLANs) using 802.11b, 802.11a and 802.11g. You can download it from www.netstumbler.com/downloads. It can be used to: Verify that your wireless network is set up the way you intended. Find locations with poor coverage in your WLAN. Detect other wireless networks that might be causing interference with your network. Detect unauthorized access points in your site. Help aim directional antennas. Before you set up the touch panel for a wireless connection, you should set it to connect to the controller through an Ethernet connection.

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Network review

Access Point Mode


Provides access to a WLAN for wireless clients Service Set Identifier (SSID) identifies the wireless network

Repeater & Bridge Mode


Extends the range of links to wireless clients

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Device Configuration

Power over Ethernet (PoE)


Power and data runs across a single CAT5 Ethernet cable, allowing for flexibility when locating access points and other network devices where electrical outlets are not available.

ZigBee wireless networks


AMX supports ZigBee wireless capabilities using the Mio Modero R-3 and R-4 remote controls, along with the ZigBee gateway and repeater. Configure: Nework Settings NetLinx Settings PAN ID

Zigbee networks operate in the 2.4 GHz band, but Zigbee channel numbers do not correlate to WiFi as the channel bands are much narrower than WiFi channels. Zigbee channels are only 2MHz wide, compared to 22MHz for WiFi. Your wireless channels should be assigned at 1, 6 and 11, which leaves clear channels available for Zigbee at 15, 20 and 26. Although it appears to be clear, Zigbee channel 25 should not be used.

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Anterus

Anterus
Anterus is AMXs Radio Frequency Identification Solution. RFID is the process of identifying people, assets or objects via RF technology. Anterus has a transmission range of 100 feet and a frequency of 433.92MHz. It is desgined to NOT interfere with WiFi and Zigbee freqency spectrums used by other AMX products.

Anterus consists of: Device/Asset Tag (ANT-TAG) Badge Tag (ANT-BDG) RFID Reader (ANT-RDR) Anterus Duet Module (for Configuration)

Anterus (RFID) With Anterus, instant triggering of system events or notifying administrators is as simple as walking into or out of a room. Small ID Tags placed on devices allow constant monitoring of device location and assist in immediate theft recovery. NOTE : Tags and Badges send out NOTIFICATION Here I AM once every 10 seconds. So there can be a delay in reaction time depending on when the Reader is made aware that the Tag or Badge is in its range.

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Device Configuration

Installing Anterus You may wish to perform a wireless site survey to avoid interference with other 433.92 MHz devices. Map out best Reader placement for desired use. Keep in mind each reader has a 100 foot radius range. Place ANT-RDRs high with minimum interference from walls, etc Connect RDRs to the NetLinx Controller. Install TAGs or Badges to desired devices where necessary. Configure using the Anterus Duet Web Interface.

Configuring Anterus The Anterus Duet module is a single Group Controller Module that resides on the NetLinx Controller and provides control and monitoring of all the ANTRDR devices configured on a single AXLink bus. The Anterus Duet module provides the ability to configure the Anterus System, individual RF Readers, and individual RF Tags. For more information about Anterus, please take the Getting Started with Anterus and Anterus Configuration online tutorials at AMX University!

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Steps to build a network

Steps to build a network


Below is a list of things you should do to build a network. Determine customer requirements Analyze physical layout Pull and terminate cable Configure the network Before building a network, you should find out what features the customer wants with his control system. You should also analyze the physical layout of the home to determine if wired or wireless is more appropriate. You should measure the distance between nodes and determine if repeaters are needed. The maximum distance for 1 Ethernet segment is 328 feet. You need to find out from the customer what rooms they want covered and which rooms do not need Internet access. A wired network is more reliable than wireless. With a wireless network, you must set up encryption and check for interference. Once the equipment is installed and connected, you need to configure the network. You will need to configure the router, any wireless access points and any wireless touch panels. Before configuring the equipment, you will practice using some networking utilities.

Configure the network and connect AMX equipment


To configure a network and connect AMX equipment, you will configure a router so that you can connect to external networks and the Internet. For wireless access, configure the wireless access point. After the network is configured you can connect to the controller and then set it up for network connectivity. You can then also set up the touch panel and configure wireless settings if needed.

Configure router (NetGear or Cisco 851)


If the customer does not already have a network in place and wants access to outside networks or the Internet, you will need to configure a router so that you can get access to the Internet. You may have to setup your PC to obtain IP address automatically (dynamically). To connect the router to the network, you should connect the router to your computer with an Ethernet cable. You should have the computer set to obtain an IP address automatically from the router. Then, configure the router with the settings from your Internet Service Provider.

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Device Configuration

Together - Locate IP address of router


Your control system is currently working out of the box with the router. In this lesson, you will learn how to configure the controller with a static address as in certain cases, you are given an IP address that you should use by the Internet Service Provider (ISP). You will configure the router at your desk and create your own network. 1. Ensure the Ethernet cable from the outside network is plugged into the WAN port on the router, and that the touch panel, computer and controller are plugged into the RJ45 jacks on the router. 2. Select Start > Run, type cmd and press Enter. 3. At the command prompt, type ipconfig and press Enter. The Ethernet information appears.

4. Write down the Default Gateway IP address. _______________________________ This is the router IP address. 5. At the command prompt, type exit and press Enter. 6. Open a web browser and type the default gateway ip address from Step 4 in the Address. 7. Type the following: User name: admin Password: password The user name and password will vary by the make and model of your router.

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Configure router (NetGear or Cisco 851)

Cisco Router information


To restore the Cisco router back to its factory default configuration, turn off the router and while holding in the Reset button, turn the router on. Release the Reset button when the front LEDs turn off. Default IP address: 10.10.10.1 Username & Password: cisco/cisco

The Cisco Security Device Manager (SDM) allows you to setup the router using a browserbased wizard configuration: Basic Configuration LAN IP Address DHCP Internet (WAN) Firewall Protection Security

Reference: Basic Router Configuration using SDM http://www.cisco.com/warp/public/707/basic-router-config-sdm.pdf

Cisco CLI commands provides more advanced setup and configuration options, such as: Install Cisco factory configuration copy nvram:/factory.cfg startup Load classroom configuration copy nvram:/class-config start Troubleshooting show tech-support (reports router information, firmware, flash files, etc.)

Reference: Cisco 850 Series Software Installation Guide


http://www.cisco.com/en/US/docs/routers/access/800/850/software/configuration/guide/857sg_bk.pdf

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Device Configuration

Installing and connecting devices to router

Reference: Cisco 850 Series Hardware Installation Guide


http://www.cisco.com/en/US/docs/routers/access/800/850/hardware/configuration/guide/857hw_bk.pdf

Configure PC
If your computer is set to DHCP, the IP address should have been dynamically updated when you powered up your router. If your computer is set to a Static address for the LAN, you will need to change it to match the same subnet as the router. Because you only changed the WAN address, you do not need to configure your PC.

Steps to Configure Your PC with Windows XP


1. Select Start > Settings > Control Panel and double-click Network Connections. 2. Select Local Area Connection and click the Change settings of this connection link. 3. On the General tab, select Internet Protocol (TCP/IP), and click Properties. 4. Select the Use the following IP address: radio button. 5. Type in the IP Address, Subnet mask and Default Gateway. Below is an example: 192.168.1.5 255.255.255.0 192.168.1.2 6. Click OK until you are returned to the desktop.

Together - Verify system works


Verify that your control system works after you changed the IP settings.

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Configure controller

Configure controller
Once you connect to a controller with IP, you can configure the controller. With the web browser, you can view the devices, firmware version, touch panel, set the system date and time, and change the system number. You can make an Ethernet connection to the controller with NetLinx Studio, a web browser, Hyperterminal, Telnet, or VisualArchitect. Since most of this course uses VisualArchitect, you will connect through VisualArchitect.

Identify IP address of controller


You need to have your controller set up on the network so that you can configure your touch panels. Before you can transfer files and perform maintenance, you should locate the IP address of the controller so that you make a connection through Ethernet. Once you have the IP address, you can connect to the controller through a web browser, NetLinx Studio or VisualArchitect. You can locate the IP address in the following ways: Identify IP address with touch panel (You did this in the last lesson) Identify IP address through serial connection with Hyperterminal Identify IP address with NetLinx Studio Identify IP address through the router configuration In this class, you will learn how to use the router configuration to determine the IP address of the controller and connect.

Locate IP address with router configuration


Each router is different and you should read the directions for your particular router. This example shows the steps to locate the IP address with a NetGear or Cisco router.

Together - Locate IP address of controller with router configuration


1. Open a web browser and type the default gateway of the router that you wrote down in the last lesson. 2. Click the Attached Devices link. All the devices attached to the network should appear in the list of attached devices. 3. Locate the MAC address of the controller. (bottom of the controller). 4. Look in the list of attached devices and locate the MAC address that matches the controller and write down the IP address.

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Device Configuration

Identify IP address through serial connection using HyperTerminal


1. Select Start > Programs > Accessories > Communications > HyperTerminal. 2. In the Name field, type Master, and click OK. 3. In the Connect using drop-down, select COM1, and click OK. 4. Enter the following port settings: Bits per second: 38400 Data bits: 8 Parity: None Stop bits: 1 Flow control: None 5. Click OK. 6. In the HyperTerminal area, type Echo On, and press Enter. You will not be able to see what you are typing. Once you have completed this step, you will be able to see what you type. 7. At the prompt, type get ip, and press Enter. You will see a screen similar to the screenshot below:

In most cases, you should be using DHCP. You can use HyperTerminal to change the IP Settings for the Master. 8. Write down the IP Address of the controller. 9. To see a list of hyperterminal commands, type ? and press Enter.

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Configure controller

Serial connection issues


If the connection cannot be made between the computer and controller, review the following: Verify you have the correct power supply going to the controller. Verify you are using a null serial modem cable. Verify that the serial cable is plugged into the correct port (Program port) on the controller. Verify that the DIP Switches on the controller match the DIP switches for the communication settings.

Verify dip switch settings


The dip switches on the back of the controller must match the dip switch settings for the communication settings. To verify this, do the following: 1. Select Tools > Dip Switch. 2. Select the appropriate tab for the controller that you are using. 3. In the Master Program Port box, select the appropriate baud rate. 4. View the dip switch diagram and verify the dip switches on controller match the diagram.

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Device Configuration

Identify IP address with NetLinx Studio


You can identify the IP address of the controller with NetLinx Studio using a serial connection or an Ethernet connection. The steps below show you how to use NetLinx Studio to listen to the network and locate the IP address.

Steps to locate IP address with NetLinx Studio


1. Open NetLinx studio. 2. Select Settings > Master Communication Settings.

3. Click Communication Settings. 4. Select the TCP/IP radio button, and click Edit Settings. 5. Click Listen. 6. Click Start Listening. The controller IP address appears. 7. Select the controller, and click Select to Add.

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Configure controller

The TCP/IP Settings appears with the controller.

Demo - Set controller system time and date


The date and time you set on the controller can be displayed on a touch panel, or you may have devices programmed to turn off and on at specific times. You should set the system time and date after you connect to the controller. You can set the date and time through a web browser or NetLinx Studio. In this example, you will update the system time and date through the web browser. 1. Open a web browser, and type in the IP address of the controller. 2. Click Manage System. 3. Click Modify Date/Time. 4. In the Date field, type current date. 5. In the Time field, type current time.

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Device Configuration

Practical - Set controller date and time


Set the time and date to current date and time.

System Number
The system number is important when multiple controllers are on a network and when you are establishing master to master communication in more advanced control systems. Master to master and changing system numbers is covered later in this course.

Steps to configure touch panel for Ethernet


1. Press the gray button on the front of the touch panel, or the lower button on each side of the MVP and hold for 3 seconds. 2. Press Protected Setup. 3. In the Password field, type 1988 and press Done. 1988 was the year AMX first sold touch panels. 4. Press System Connection. 5. In the Type field, select Ethernet. 6. In the Mode field, select URL. 7. In the System Number field, enter the system number. 8. In the Master IP/URL field, use the keypad to type in the controller IP Address and press Done. 9. Press Back. 10. Press Reboot.

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Configure controller

Steps to configure wireless touch panel


You should take extra precautions when setting up a wireless touch panel to secure the wireless connection. You must match the settings of the wireless touch panel to the existing wireless access point. 1. Connect to the touch panel through Ethernet. 2. Press and hold the grey button on the front of the touch panel, or the lower button on each side of the MVP for 3 seconds to open the Setup page. 3. Press the Protected Setup button. 4. In the Password field, type 1988, and press Done. 5. Select Protected Setup>Secondary Connection (or Wireless Connection). 6. In the DHCP/Static field, select DHCP. 7. In the Network Name (SSID) field, type in the SSID used with the WAP. The default SSID is AMX. The name is case sensitive. 8. The Authentication field should be Open System. 9. Toggle the encryption field to select either WEP64 or WEP128. This encryption level must match the encryption level of the WAP. WEP (Wired Equivalent Privacy) is a protocol that provides same level of security as a wired LAN. 10. Press the default key field and select a value. The default key must match the default key of the WAP. It is typically 1. 11. Press the WEP Key and type in a 10-digit HEX string (0-F) for WEP64. WEP 128 requires a 26-digit HEX string. This number will be the Current Key. 12. Write down the MAC address in the IP Settings section if you p lan on using MAC Filtering. 13. Select Back>Reboot.

Demo - Configure wireless touch panel


Watch as your instructor configures the touch panel for a wireless connection.

On Your Own - Configure wireless touch panel


Using the touch pad at your desk, use the steps above to configure security with the following conditions: WEP64 security with the WEP Key equal to 4696248000.

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Device Configuration

Together - Access a touch panel using web control


All it takes to access a touch panel through the web is the IP address of the controller. 1. Open a web browser, and type in the IP address of your controller. 2. Click Manage Connections. 3. Click the IP address of the panel. 4. The touch panel interface should appear in the browser.

Configure Mio for AXLink address


The AXLink keypads come out of the box ready to work in a control system, but if you have multiple keypads you must change the dip switch settings so that they are different from each other. AMX provides a software application called DIP Switch. The AXLink section allows you to do two things: Determine DIP switch settings for AXLink device numbers Determine communications DIP switches for Axcess controllers and RS-232 devices You can enter a device number and view the dip switch settings, or you can click the switches shown to view the device number. Device numbers are generally assigned according to the following categories: Cards: 1 - 95 Boxes: 96 - 127 Panels: 128 - 255 VisualArchitect starts the device number for Mios at 128, since they are considered a panel, and then increments the device number for each Mio added to a control system. You should change the DIP switches on the back of the Mios to match the device numbers assigned by VisualArchitect. You can enter the device number in DIP Switch so that you can determine the dip switch settings you should make on the back of the Mio.

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Configure Mio for AXLink address

Demo - Determining dip switch settings


1. Select Start > Programs > AMX Control Disc > DIP Switch > DIP Switch 2.0. 2. In the Device Number field, enter the device number assigned by VisualArchitect. In the example below, the dip switch settings are changed to match device number 132.

3. On the back of the Mio, change the dip switches to match the diagram. For AXlink DIP switches, ON is the down position of the switches. In all cases, the DIP switch graphics in DIP Switch 2.0 contain a white arrow pointing to the ON position. By contrast, RADIA products always use the up position for ON.

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Device Configuration

Lesson review
Answer the following questions. 1. What is the primary reason that a dealer might want a customer to have a network? ______________________________________________________________________ 2. What are the two ways you can assign IP addresses? Circle the one that is recommended so that two devices are not assigned the same address? ________________________________________________________________________ ______________________________________________________________________ 3. A MAX server should be connected to ________ network(s). 4. If you do not have a serial connection and need to connect to a controller for the first time, what other ways can you connect? ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ______________________________________________________________________

Lesson summary
In this lesson, you learned how to configure the devices on a network.

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3
NetLinx Studio
In this class, you transferred a VisualArchitect project to a central controller. In some cases, you may have the programming code without a VisualArchitect project. You use NetLinx Studio to build a workspace and transfer files to a controller.

Lesson objectives
At the end of this lesson, you will be able to: Extract a workspace file Transfer files to controller Change device numbers Map files to devices Complete Practical project

Extract a workspace and transfer files


Below are the steps to extract a workspace file and transfer files to a controller. 1. Double-click an .axw file to open it in NetLinx Studio. 2. Click Extract. 3. Click OK. 4. Select Build > Build Workspace. 5. Select Tools > File Transfer. 6. Click Remove All. 7. Click Quick Load. 8. Verify connection. 9. Right-click the System in the workspace and select System Properties. 10. Click Communication Settings. 11. Select the TCP/IP radio button, and click Edit Settings. 12. Click New and type the IP address in the TCP/IP Address field, and click OK.

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NetLinx Studio

13. Click Select, and OK. 14. Select File > Save. 15. Select Tools > File Transfer. 16. Click Remove All. 17. Click Quick Load. 18. Verify connection. 19. Click the Reboot header so that the File to be rebooted is at the bottom of the list. 20. Click Send.

Device addressing
The NetLinx control system communicates to other NetLinx, Axcess and Landmark control devices using ICSNet, ICSHub and AXLink. You must assign a device address to each control device so that the NetLinx controller knows where to send messages or to determine which device is sending incoming messages. Each message sent on these networks contains the destination address as well as the address of the device sending the message. In the NetLinx system, device addresses are typically set through NetLinx Studio, or by an 8position DIP switch on the CardFrame to assign addresses to the card slots of the CardFrame. A NetLinx system uses device addresses from 1-32,000 for physical devices, and 32,00132,767 for dynamic devices. Device addresses greater than 32,767 are reserved for virtual devices. The device address of 0 is reserved for the controller.

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Extract a workspace and transfer files

Below is a table of recommended addressing schemes:


Table 7: Device Addressing Device Number 0 1-255 301-3072 Controller Axcess devices NetLinx CardFrames Use Axcess standards Start at frame number 25 (frame# * 12) + 1 NXI, NI Series, NXMCOM2, NXM-IRS4, etc. Types Definition

5001-5999

ICSNet NetLinx devices

6001-6999 8001-8999 10001-32000 32001-32767

ISCNet Landmark devices PCLink devices ICSNet panels Dynamic devices PC Programs DMS, Modero & TPI4 Actual range used by NetLinx controller Actual range used by NetLinx controller

32768-36863

Virtual devices

3686441000-42000

Dynamic virtual Duet Virtual

In a NetLinx system, a device can have multiple ports and each port needs to be addressed. Because you could have 65,535 NetLinx systems connected, each device receives the System ID number of the connected controller. You address each device with Device:Port:System numbering format. All devices in a NetLinx system area given an address in the D:P:S format.

Dynamic addresses
Dynamic device addresses are set in different manners depending on which NetLinx device is used. When NetLinx devices are shipped from AMX, the device address is set to use a dynamic address between 32001 and 32767. A device receives a dynamic address when it is connected to a controller processor and powered up the first time. Because this address is dynamic, it may change each time the controller is powered up. This ensures that no two devices connected to the controller have the same address. These addresses are temporary until a fixed address is assigned.

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NetLinx Studio

Set device numbers using controller browser


You may have to change your hardware to match your code if the file transfer process fails. In NetLinx Studio, you can look in the Mapping column to view the device numbers. Below are the steps to change device numbers. 1. Open a web browser and type IP address of the controller. 2. Click Manage System. 3. Select a device. 4. Click Device Number. 5. Type the correct device number in the New Device Number field, and click Update.

Source code
In most cases, you should address your devices to match the source code that has already been programmed.

Steps to View Device Addresses in the Source Code


If you do not have the source code added to the workspace, you should follow the steps in to add the source code. 1. Click the Workspace tab. 2. Expand the Project, Code and Source. 3. Double-click the source file. 4. In the diagram below, the source file is named Installer_Example.

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Map files to devices

5. In the Editor window, scroll down to a section titled Define Devices. In the diagram below, the device, port and system numbers are shown for the devices.

Steps to set device addresses in NetLinx Studio


In most cases, you should change the device addresses to match the device addresses defined in the source code. 1. Select Diagnostics > Device Addressing. 2. In the Device to Change box, enter the number of the device to be changed. 3. In the Device to Change System box, type the system number of the system you want change. 4. Check the Change System check box. 5. In the System to Change New System box, type the desired new system number. 6. Click Change to Device/System Number and click OK. 7. Click Done.

Map files to devices


After you have added files to your workspace, you can map the files to specific devices so that they can be transferred to the device during the file transfer process.

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NetLinx Studio

Steps to map files to devices


1. In the Workspace, expand the hierarchy. 2. Right-click the file you want to map to a device, and select Device Mapping. 3. On the right-side of the device mapping window, select a device. 4. Click the Map icon, and click OK. 5. In the Workspace area, expand the file. The mapped device displays beneath the file.

Lesson summary
In this lesson you learned how to take a program file, create a workspace in NetLinx Studio, and transfer the files to the controller.

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4
Remote Connections
Having remote connections to an AMX system controller allows users to remotely manage and troubleshoot your clients control systems. You can connect to a system remotely through firewalls with the proper use of port forwarding.

Lesson objectives
At the end of this lesson, you will be able to: Remotely access an AMX control system

Remote access
Many systems are installed and dealers may provide a 30 to 90 day warranty, or ongoing maintenance service. All of these are offered as added value to the installation contract. And although some end-users are able to monitor, maintain, and service their own systems inhouse, some dealers provide a full blown preventive maintenance package service to their customers, which yields recurring revenue. There are several things you need to know to remotely access your customers control systems.

Firewalls
A firewall is designed to prevent unauthorized access to or from a corporate or residential network. Firewalls can be implemented in both hardware and software, or a combination of both. All messages entering or leaving the internal network pass through the firewall, which is typically located inside the routers. Each message is examined to ensure it meets specified security criteria.

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Remote Connections

In the diagram below, there is an external IP address provided by the Internet Service Provider and an internal IP address for the local area network (LAN). In many cases, you might not know the external IP address. You can use a service such as whatismyip.com to determine the external IP address at any given moment. Most residential networks will not be given a static IP, creating a potential problem for remote access.
Cm t r op e u F rd l ia o D ie e cs v Cm t r op e u Dl s aa l

Itre n nt e
DL oe SM m d w Ru rad i h ot n t e Fe a i wl r l ( x r aI Et nl P e Ad s) dr s e 1. . 1 2 1. 5 8

LN A
I t r aI n nl P e Ad s dr s e 12 6. . 0 9. 8 10 1 0

In the example above, assume the Dealer is in Texas and wants to remotely manage a clients control system in Florida.

You can perform the following steps at the clients site to set up remote management. 1. Identify external IP address of the clients network. 2. Identify IP address of NetLinx controller. 3. Set up port forwarding at client site. 4. Connect remote client (NetLinx Studio, VisualArchitect, telnet, etc.) to clients external IP address.

Together - Locate external IP address


To locate a clients external IP address you can use the website whatismyip.com. 1. Open a browser. 2. Type in whatismyip.com and press Enter.

On your own - External IP address


1. What is the external IP address? _______________________________________ 2. Is is the same as everyone else in class? _________________________________ 3. Why or why not? ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

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Dynamic external IP addresses

Dynamic external IP addresses


When you set up port forwarding between two networks, you must have the external IP address. In many cases, the ISP may have the external IP address set up to dynamically change at some set interval. This can mean that you can set up port forwarding using an external IP address and when the ISP changes the external IP address, the port forwarding will no longer work. To solve this issue, you can use a Dynamic DNS Service (DDNS). A DDNS service allows a user whose public IP address is dynamically assigned to be located by a host or domain name. It provides a central public database where information is stored. To use DDNS, you must register with a DDNS service provider and receive a password to register your IP address. Two examples of DDNS services are: http://www.DNS.org http:/www.No-IP.com. When you register for this service, a user name is used in port forwarding and as the external IP address is changed, the DDNS updates its records.

Port forwarding
When allowing access to a Netlinx controller that resides on an internal network (LAN) from the outside world such as the Internet, certain ports must be forwarded through the firewall with port forwarding. These ports are as follows: 20 & 21 for FTP (21 is the FTP connect port but 20 is also needed for data travel) 23 for Telnet 80 for HTTP (or standard web pages) 443 for HTTPS (or SSL security enabled web pages) 1319 for ICSNet 3839 for offsite RMS server 10500 for AMX G3 web control AMX has registered Port 1319 with the Internet Assigned Numbers Authority (http:// www.iana.org).

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Remote Connections

The following screen capture shows a NetGear router with port forwarding set up. Notice that the ports for FTP (20 & 21), Telnet (23), HTTP (80), HTTPS (443), AMX G3 web control (10500), and ICSNet (1319) are forwarded to device 192.168.1.4, the NetLinx controller.

Together - Set up port forwarding


Some port forwarding has already been set up for you at your workstation. You will set up port forwarding for Telnet. Routers have unique interfaces for setting up port forwarding. These steps work with the NetGear RP614 router. 1. Open a web browser. 2. Type the IP address of your router.

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Together - Set up port forwarding

The following screen appears.

3. Type the following information in the fields: User name: admin Password: password The user name and password varies with other brand routers. See owners manual or quickstart for that product.

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Remote Connections

The following screen appears.

4. In the Advanced section on the left, click Port Forwarding.

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Demo - Port forwarding

5. Click Add Custom Service. The following window appears.

6. Type the following information: Service Name: Telnet Starting Port: 23 Ending Port: 23 Server IP Address: your controller IP address. 7. Click Apply.

Demo - Port forwarding


The instructor will demonstrate how to connect to a student controller.

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Remote Connections

Virtual private networks


Another way to remotely access control systems is to create a virtual private network. A VPN uses virtual connections routed through the Internet to connect one private network to another network. You must have a router that has VPN capability. The end result is effectively a "tunnel" between your LAN and the clients LAN. It will function as if you were physically inside their network.

Resource Management Suite


The AssetManager software solution, part of the Resource Management Suite of software from AMX, adds powerful monitoring and reporting functions to the existing automation of audio/visual and environmental resources. This state-of-the-art system management and monitoring software package is a complete solution for residential, commercial, and education environments where electronic equipment is deployed. Provide Help Desk and Monitoring Support Generate Reports to Track Room Usage, Equipment Usage, Help Requests and More MeetingManager adds room management and scheduling capabilities for commercial and education environments with shared resources.

Lesson summary
In this lesson, you learned that a controller can be remotely managed by using virtual private networks, port forwarding, and Asset Manager.

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5
Master to Master
In more advanced control systems, you may have one master controlling devices on another master. This is known as "master to master". VisualArchitect is designed for single master systems. If you have multiple systems that require communication with each other, you can use VisualArchitect to design and program the separate systems; however, the source code must be customized with NetLinx Studio for the control system to work properly. As installer, you may also be given systems that were no created in VisualArchitect, and will need to properly install and configure them.

Lesson objectives
At the end of this lesson, you will be able to: Configure master to master Test master to master configuration

Master to master control


Master to master control (M2M) effectively links multiple systems together via Ethernet. To accomplish this, the programmer or installer must know the IP address and unique system number of each master controller involved in the communication. This section describes the process, infrastructure, and limits to configure NetLinx for master to master behavior.

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Master to Master

The following diagram depicts a typical system of two interconnected NetLinx control systems with several devices connected to each master.

To use master to master, you must route the tables between masters. Routing tables are exchanged between masters upon their initial connection and updates to the routing tables are exchanged as connections change. NetLinx masters do not automatically connect to other NetLinx masters even when on the same network. You must enter the URLs of the masters you want to communicate with in the masters URL listing. This forces the master to initiate a TCP connection to the specified URL/IP address. In the example above, you configure the URL listing for NetLinx system #1 to list the URL for NetLinx system #7 or vice versa. If NetLinx masters are set to DHCP IP addressing and the IP address changes, the master to master communication will be lost as the URL listing is no longer valid. The NetLinx masters IP address should be set to static unless the network supports Dynamic DNS and a DHCP server is capable of updating the DNS tables. In this case, you use the NetLinx master host name in the URL list in place of the IP address.

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Master to master control

You can use NetLinx Studio or Telnet to create the URL list for a master. There is a maximum of 15 hops between masters. A NetLinx hop is the entire route between each device or IP address. When configuring master to master, only build the links in one direction. There is also a maximum of 200 open IP connections at one time. After you have configured master to master communication, you can customize the source code to control devices connected to other masters in the URL listing. As an example, you might have a relay turned on for devices on two masters that are set up for master to master by adding code to control both relays.

Design considerations and constraints


The routing metric limit of 15 usable hops imposes some constraints on the logical topology of the interconnected NetLinx masters. If you carefully architect the topology, the 15 hop limit is easily overcome. When determining the interconnection topology of many NetLinx masters, you should connect masters that communicate a lot information between them to each other. If you have two systems that share devices, control, or information they should be side-by-side in the topology and not at opposite ends of a connection matrix where each message must pass through several masters. In the example below, if M1 needs to control a device on M17, the message would be discarded at M16 because it exceeded the 15-hop limit.
MM M M M M M M M M 2 3 4 5 6 7 8 9 1 0

MM 1 1 1 1 1 1 1 M 2 1 0 9M 7M 5M 3M 1 8M 6M 4M 2

You can fix the topology, by adding a connection between M1 and M20.
MM M M M M M M M M 2 3 4 5 6 7 8 9 1 0

MM 1 1 1 1 1 1 1 M 2 1 0 9M 7M 5M 3M 1 8M 6M 4M 2

System number
When using multiple masters, the system number is critical. With single-master systems, it is easy to ignore the system field (0), but in multiple master systems, you must assign unique system numbers to each master. It is a good idea to document each systems number and the topology of the interconnections.

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Master to Master

Together - Change system number


1. Open a browser and type in the IP address of the controller. 2. Click Manage System. 3. Click System Number. 4. In the New System Number field, type your student ID. 5. Click Update. 6. Click Reboot.

Demo - Configure master to master with Telnet


You can configure master to master with NetLinx Studio or Telnet. Your instructor will create a URL list so that a master can connect to another master using Telnet. 1. Select Start > Run.

2. In the Open field, type in telnet IP address.

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Master to master control

3. Click OK. The following window appears.

4. At the Telnet prompt, type show url, and press Enter. You should get a message that No URLs in the URL connection list.

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Master to Master

5. At the Telnet prompt, type set url, and press Enter. The following window appears.

If there is already an IP address, press D to delete it before moving to Step 6. 6. At the Telnet prompt, type a, and press Enter. 7. At the Telnet prompt, type the IP address you need to connect you, and press Enter. 8. Press Enter to accept port 1319 as the default. In some cases with multiple masters with port forwarding, the port number may have been changed. In this case, you can type in a different port number and press Enter. We will only use port 1319 here. 9. At the Telnet prompt, press Enter to accept the default as Permanent. This option permanently stores the URL list so not lost after a reboot. 10. At the Telnet prompt, type N and press Enter to continue without user and password.

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Master to master control

You would type Y and follow the prompts if the master was configured to require authentication. The following window appears.

11. Press Enter to complete the list. To add more URLs, you would type A and begin the process again for each URL. To view all the commands available, type ?.

Practical - Configure master to master


You will connect to the instructors master since everyone in class is on different networks. You can create a URL list with NetLinx Studio, or using telnet. You will need to know the IP address of your master.

Steps to delete a URL from a list


1. At the Telnet prompt, type set url, and press Enter. 2. At the Telnet prompt, type d and press Enter to delete the URL shown. 3. Press Enter again to exit back to the Telnet prompt.

Steps to create URL in NetLinx Studio


If you have NetLinx Studio, you can use it to create a URL list.You will open NetLinx Studio and connect to the master, and create a URL list. 1. Open NetLinx Studio.

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Master to Master

2. Select Settings > Master Communication Settings. 3. Click Communication Settings. 4. Select TCP/IP and click Edit Settings. 5. Do on of the following: If you know the IP address, click New, and type the controller IP address in the TCP/ IP Address field, and click OK. Then, select it in the list of addresses, and click Select, and then OK until you are back to the workspace. If you do NOT know the IP address, click Listen and the controller IP address should appear in the list of addresses. Select it in the available list, and click Select, and OK until you are back to the workspace. 6. Select Diagnostics > URL Listing. 7. Click Get URL List to verify current list. 8. Click Add. 9. In the URL field, type the IP address, and click OK. 10. Click Done.

Test master to master connection


You can use Telnet or NetLinx Studio to view the URL list. You can use NetLinx Studio or the master to test master to master connections. The easiest way in the classroom to prove master to master connection is to connect to a master and control a relay device so that you can see the LED light. NetLinx Studio and the master web page have a diagnostic tool that allows you to control a device.

Demo - Test master to master connection


The instructor will open a connection and show the master to master connections. 1. Select Start > Run.

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Test master to master connection

2. In the Open field, type in telnet IP address.

3. Click OK. The following window appears.

4. At the Telnet prompt, type show route, and press Enter. The masters in the classroom should be in the list.

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Master to Master

Together - Test master with NetLinx Studio


You can control a device connected to another master using NetLinx Studio. In this section, you will connect to the master and view multiple systems. 1. Open NetLinx Studio. 2. Select Settings > Master Communication Settings. 3. Click Communication Settings. The following window appears.

4. Select TCP/IP, and click Edit Settings. The following window appears.

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Test master to master connection

5. Click New. 6. In the TCP/IP Address field, type the IP address of your master, and click OK. 7. Select the IP Address in the list, and click Select, and click OK until you return to the main workspace. You should now be able to make a connection to the master. 8. Click the Online Tree tab. The following window appears.

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Master to Master

9. Right-click the workspace area, and select Refresh system. You should now see the devices connected to your master as shown below.

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Lesson review

10. Again, right-click and select Refresh Network. You should see multiple masters as shown below.

You can expand the systems to see the devices.

Lesson review
1. What must you do to multiple masters before setting up master to master communication? ________________________________________________________________________ ________________________________________________________________________ 2. List two ways you can create URL lists. ________________________________________________________________________ ________________________________________________________________________ 3. What is the telnet command you use to show the masters in a URL list? ______________

Lesson summary
In this lesson, you learned how to set up master to master communication and how to configure it based on the maximum number of hops. You learned how to test and configure master to master with Telnet and NetLinx Studio.

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Master to Master

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6
Security and Firmware
Various cable types are used to connect AMX control systems. You might use serial cables, CAT5 cables, power cables, and AXLink cables. It is important for installers to be able to build cables and successfully connect all control system equipment and controlled devices.

Lesson objectives
At the end of this lesson, you will be able to: Configure security for controller Upgrade controller firmware Identify the process to use SSL security

NetLinx security overview


NetLinx controllers incorporate built-in security through user name and password, plus additional SSL certificate verification capabilities. The NetLinx controller security settings are accessible through the controllers web browser, or via hardwired RS232 connection to the controllers program port. If you're on the same network as your Controller, you may choose to use a standard web browser (HTTP) for security configuration. When connecting via the program port, security settings are often left open, since physical access to that port is required. Access is thereby controlled by "physical security" such as a locked equipment room, rack door, security panel, etc. For additional security, use HTTPS access (secured web browser) with SSL certificate verification. By using SSL certificate verification and secured HTTPS access, the NetLinx firmware provides a convenient but secure web-based method of managing the controller. SSL (Secure Sockets Layer) is a protocol that works by encrypting data that is transferred over the SSL connection. URLs that require an SSL connection begin with https: instead of http: in the browsers Address field. These security capabilities are configured to function via a web session within your browser. For more information on SSL, please see Tech Notes 614 and 620.

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Security and Firmware

The following table describes the web browsers (associated to each operating system) recommended for use with the NetLinx Security features
Table 8: Supported Browsers OS Platform Windows Recommended Browser Internet Explorer 6.0 or higher Web Panel Control Support G3 and G4 Sun Java must be installed MAC G3 Safari (Certificates must be externally requested from the Server Certificates page. Selfgenerated certificates do not allow access back to the target controller and will display an invalid certificate message.) Mozilla None

Linux

Default security configuration


By default, the NetLinx controller will create the following accounts, access rights, directory associations, and security options:
Table 9: Default Security Configuration Account 1 User name: administrator Password: password Group: administrator Rights: all Directory Association: /* Account 2 User name: NetLinx Password: password Group: none Rights: FTP access Directory Association: none Group1 Group: administrator Rights: all Directory Association: /*

Security Options: FTP Security - Enabled Admin Change Password Security - Enabled All other options - Disabled

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Controller security setup procedures

Controller security setup procedures


Setting the system security options for a NetLinx controller. 1. Open a web browser, and type in the IP address of the controller. 2. Click on the Security link. 3. Click the System Level link. 4. Click on the check box next to Master Security. 5. Click Update.

Together - Add a group and assign access rights


A Group represents a logical collection of individual users. Any properties possessed by a group (ex: access rights, directory associations, etc.) are inherited by all members of that group. The "administrator" group account cannot be deleted or modified. 1. Click on the Group Level link. 2. Click New. 3. In the Group Name field, type programmer. 4. Click on the check box next to the requested access rights desired for the selected group. Placing a check in these fields activates the access rights (Terminal/Admin Change/FTP/ HTTP/Telnet/Security Configuration). 5. Click Update. Any security changes made to the controller from within the web browser are instantly reflected within a Terminal session without the need to reboot. Security changes made to the controller from within a Terminal window are not reflected within the web browser until the controller is rebooted and the web browser connection is refreshed.

Steps to add a group directory association


1. Click Group Level link. 2. Next to programmer, click Select. 3. Click the Directory Associations check box. 4. Check the check box next to the available directories. 5. Click Update to add the new directory path to the group and save it to the controller.

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Security and Firmware

Together - Add a user and configure access rights


1. Click on the User Level link. 2. Click New. 3. In the User Name field, type Studentxx. The user names administrator and NetLinx cannot be used since they already exist. 4. In the Group drop-down, select programmer. 5. Click on the check box next to the requested access rights desired for the selected user. You will keep the group defaults. 6. In the Password field, type password. 7. In the Password Confirm field, type password. 8. Click Update.

On your own - Test security


Close the controller browser and open a browser and log on to the controller using the above information. Close the browser and log back in using the administrator information.

Firmware
Firmware comes with the controller; however, firmware is updated regularly. You should not update your firmware unless a customer support technician advises you to upgrade. To upgrade firmware for a controller, you must use NetLinx Studio. You must download the firmware file from www.AMX.com and save it to your computer. Because of the firmware file sizes, you should have NetLinx Studio set up to transfer files by Ethernet. you can use the Telnet procedures in this manual to verify the IP address of the controller.

Steps to upgrade firmware


Use these procedures to set up the controller communications and to upgrade the firmware.

Set controller communications to Ethernet


1. Select Start > Programs > AMX Control Disc > NetLinx Studio 2 > NetLinx Studio 2. 2. Select Settings > Master Communication Settings. 3. Click Communication Settings. 4. Select the TCP/IP radio button, and click Edit Settings. 5. Click New and type the IP address in the TCP/IP Address field, and click OK. 6. Click Select, and OK.

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SSL certificate procedures

Upgrade firmware
1. Select Start > Programs > AMX Control Disc > NetLinx Studio 2 > NetLinx Studio 2. 2. Select Tools > Firmware Transfers > Send to NetLinx Device. 3. Click the browse button and locate the firmware file you downloaded. 4. Enter the device number, port number and system number of your controller. 5. Ensure the Reboot Device check box is enabled. 6. Click Send. When you upgrade firmware from a version without Duet to a Duet firmware version, you must perform the firmware transfer and reboot, and then transfer again so that the Java modules have the components installed to allow the Java modules to install.

SSL certificate procedures


Some clients will request that there is additional security on a controller. Initially, a NetLinx controller is not equipped with any installed certificates. In order to prepare a controller for later use with CA (officially issued) server certificates, it is necessary to: First create a self-generated certificate which is automatically installed onto the controller. Secondly, enable the SSL feature from the Enable Security page. Enabling SSL security after the certificate has been self-generated insures that the target controller is utilizing a secure connection during the process of importing a CA server certificate over the web. A self-generated certificate has lower security than an external CA generated certificate.

Lesson review
1. What type of connection should you use when configuring security? ______________________________________________________________________ 2. Which one account cannot be deleted? ________________________________________________________________________

Lesson summary
In this lesson you learned when you should update Firmware and how to update it. You also learned how to configure security for a NetLinx controller.

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Security and Firmware

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7
Troubleshooting
Because control systems work with a variety of devices, cabling, network, and power supplies, there are several areas that you must troubleshoot if the control system is not functioning properly.

Lesson objectives
At the end of this lesson, you will be able to: Identify troubleshooting basics Troubleshoot controller with LEDs Troubleshoot serial devices Troubleshoot network AMX provides several useful Troubleshooting tools. In NetLinx systems you can use Terminal, Telnet, or the controller's browser-based UI. More information on these tools is available within both the Software Installation and AMX Technical Publications sections of the AMX website.

ESCAPE
The key to troubleshooting any problem including an AMX Control System is a structured approach.

Explain the problem completely Switches and Settings should be checked Cables and Connectors should be checked Attributes should be verified Programming should be verified Equipment should be checked

Explain
You need to get as much detail as you can about the problem. When does it happen? What makes the problem occur?

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Switches and Settings


Make sure that all the switches and other settings on both the AMX system and the controlled device are set correctly. Do the communication settings match? Is the device address set correctly? Is the control port enabled on the device?

Cables and connectors


Are the cables seated properly and firmly? Are all required wires connected in each connector? Is the cable wired correctly? Are any pins bent?

Attributes
Make sure all properties are set correctly. Is the button set to the right type? Is it part of a Mutually Exclusive Group? Is the carrier and data type set correctly for an IR/Serial deice? Are the communication parameters set correctly on the NXI/ NI Series?

Programming
The program should never be the first solution to a problem if the system worked correctly previously. Does the programming do what the customer wants? Has the program been modified?

Equipment
If everything else checks out okay then it could be a faulty piece of equipment. Using front panel controls or the units hand control verify that the controlled device and AMX device is working properly. If another unit is available try a substitution. There are simple ways to do some quick troubleshooting without in depth knowledge of networking or control systems. You can view the LED lights on the controller, and you can use simple PC commands to troubleshoot network issues.

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Controller LEDs

Controller LEDs
One of the first things you can do to quickly inspect a control system is to view the LEDs on the controller. Below is a table of the LEDs included on a controller.
Table 10: Controller LEDs LED Status

AXLink LED (on back of NetLinx Green blinks once per second when normal. controllers) LINK/ACT Link LED is steady when Ethernet is connected properly. Activity causes LED to blink. (Activity is network communication). Green LED blinks once per second when system is programmed and communicating properly. LED is solid when no program is loaded. LED blinks fast if no IP address. Red LED blinks when controller transmits data. Yellow LED blinks when controller receives data, typically from user interface. Red (TX) LED blinks when transmitting data and yellow (RX) LED blinks when receiving data. Every TX should be followed by RX. If not, check cabling. Red LED indicates relay channels are active (closed). Each relay is a channel. Red LED indicates the IR/Serial channels are transmitting control data, typically an IR function like play, stop, pause, etc. Yellow LED indicates the I/O channels are active. Each I/O is a channel.

Status

Output Input

RS-232/422-485 TX/RX

Relays

IR/Serial

I/O

Below are diagrams of the front and back of an NI-3000.

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Front NI-2000

Back NI-2000

Ethernet cable troubleshooting tips


Look for the following things when troubleshooting Ethernet: With 10Base-T & 100Base-T, make sure that the cable used has the correct number of twists to meet the data grade specifications. Electrical interference can be caused by tying the network cable together with monitor and power cords. Outside interference also can be caused by fluorescent lights, electric motors, and other electrical devices. Make sure that connectors are pinned properly and crimped tightly. Check the cable lengths to make sure that distance specifications are not exceeded. If excess shielding on coax cable is exposed, it may be grounding out the connector. Check for missing terminator or terminators with improper impedance ratings.

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Troubleshoot serial devices

Troubleshoot serial devices


Is the Port Sending Strings? First, make sure that your code and/or hardware are sending strings. Send a string by pressing a touch panel button to send a command. Use either the controller's UI - NetLinx Diagnostics page (System Settings > Manage System > Diagnostics) or a the Terminal emulator. You should see the TX (transmit) LED light to indicate transmission. If you do not see the TX LED illuminate, you must first correct your code, or configure the hardware properly. If your device does not use hardware handshaking, be sure handshaking is disabled on the port. Hardware handshaking can be disable by sending an 'HSOFF' command to the device port.

Serial cabling
Once you have a good indication from the TX LED: Short pins 2 and 3 on the DB-9 or Phoenix connector on the port. Send a command and watch the TX and RX (receive) LEDs. You should see both LEDs light when each command is sent. If only the TX LED is lighting, the unit is not sending strings and you should send it in for repair. If both LEDs light up, move on to the next step. Connect the cable that is going to the controlled device on the port and disconnect it at the terminal (far) end. Short the TX and RX pins together on the equipment end of the cable. This is usually pins 2 and 3, but verify with the cable specs to be sure. Again, you should see both TX and RX LEDs illuminate. If you do, remove the short and test again. The RX LED should no longer light. If it continues, this indicates there is a short between TX and RX in the cable. Repair and re-test. This test will verifies the continuity of the TX and RX wires within the cable, but does not completely test the cable. The Ground conductor can only be tested using a meter. Disconnect the cable at both ends and connect an ohmmeter to both the ground and RX pins. Short these conductors at the terminal (far end) of the cable and watch the meter for continuity readings. Also verify there are no shorts between any of the conductors when the ends are disconnected.

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Troubleshooting

Serial settings
Once the cabling has been verified, the communication specifications must then be confirmed. These specifications include: baud rate, parity, data bits, stop bits, and flow control. Some AMX devices use DIP switches to configure baud, data, and stop bits (ex: Mio Moderos) whereas some use software configuration. Confirm the setting by double checking the switch positions. Cycle the switches to be sure they are firmly secured to their correct position. For software configured ports, re-send the configuration commands. Confirm with the equipment manual, what the default settings are for the controlled device. Some devices can be changed, so be sure the default setting have not been altered. You can test the actual output of the RS-232 port by connecting the port to a computer COM port and using a Terminal Emulator to display the transmitted string to the screen. For example, the Axcent3 port #1 can be connected to a laptop's COM1 port using a standard AMX programming cable (FG10-727). This would be wired as follows; pin 2 to pin3; pin 3 to pin2; and pin 5 to pin 5. Send a string from the Axcent3 to the terminal program in HyperTerminal (configured at the correct settings for the controlled device). Does the string display on screen? Is the information the same as your code is sending? If the string is received as you see it in the code, the system is working properly. You may need to change the display mode in the terminal program. In the Studio terminal, you can right click in the display area and choose Display from the menu. Select to display as ASCII, Decimal, or Hexadecimal, depending on how you would like to view the strings. It is not unusual that TX and RX wires must be reversed to get the proper polarity. Try reversing these wires, but replace them to the normal position if that does not help.

Controlled devices
Although not every process can be described, some aspects of verification are commonplace. You must verify the following information by either reviewing the corresponding device's manual, or contacting the manufacturer for details: Baud rates are set to their default values (If it can be altered, verify current settings). Cable pin specification are the same as the actual cable. Make certain the COM port is enabled. Check unit address (match this with the address in code). Try sending strings from within Terminal. If the manufacturer provides control software, see if that works with the target device.

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Troubleshoot serial devices

SEND commands
Terminal SEND commands can aid you in finding problems. While connected to the controller program port (within Terminal), you will find that you have two types of commands which allow you to troubleshoot: SEND_STRING and SEND_COMMAND. The SEND_STRING command will send the string that follows out of the noted port. The syntax is: SEND_STRING <#>,"<String>" Where <#> equals the device number (You cannot use the device name in Terminal). "<String>" equals the string you want to send. The SEND_COMMAND commands are port configuration commands like the command to set the baud rate, parity, and data and stop bits. SEND_COMMAND <#>, ""SET BAUD 9600,N,8,1'" Or the command to turn on hardware handshaking: SEND_COMMAND <#>, "'HSON'".

Terminal PASS mode


In Terminal, while connected to the controller's program port, you can type: PASS <#> Where <#> equals the device number. While you cannot use the device name in Terminal, remember to use D:P:S within NetLinx. In this mode, whatever you type on the keyboard will be sent directly out the RS-232 port as you type it. Anything that is returned by the controlled device will then be displayed on your screen. Your keystrokes are not echoed on the screen in this mode. The port's setting dictates the baud rate, etc. This is very handy for ASCII based commands, but Decimal and Hex characters cannot be found on the keyboard. Exit PASS mode by holding down the [Shift] key and pressing the + twice, then release the shift and press Escape [Esc] twice (Shift +, +, Esc, Esc).

NetLinx diagnostics control device / emulate device


In this diagnostic window of the UI, you can send commands or strings out to any NetLinx RS-232 port by selecting the appropriate options, typing device number and the string or command in the control window, and pressing the "Send" button. Enabling Emulation (via the Emulate radio box), you can send the strings back to the control port that are expected from the OEM controlled device. Enabling the Emulation also allows for Pushes to be sent.

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Troubleshooting

The Control/Emulate page on the UI allows a user to either Control a device or Emulate a device. This is done by controlling a device's channels, levels, and sending both send commands and strings to the target device. Click the Manage System link (from within the System Settings section of the Navigation frame). Clicking on any of the Online Tree items opens menu items with the Control/Emulate button option available. Click the Control/Emulate button to open the Control/Emulate dialog. Click the Update Status button to query the controller for the status of the currently entered level and channel. Select either the Control or Emulate option. To Control a device means that the program generates messages which appear to a specified device to have come from the controller. The options in this frame allow you to specify the <D:P:S> combination for the device you want to control. To Emulate a device means that the program generates messages which appear to the controller to have come from a specified <D:P:S> combination (real or fictitious). The options in this frame allow you to specify the <D:P:S> combination for the device you want to emulate. Selecting this option adds a Push button with the Channel Code section of this page. Enter a System Number, Device Number, and Port Number into the appropriate fields. These values correspond to the device you wish to control (real or fictitious). The Device, Port, and System value ranges are 1 - 65535. Within the Channel Code section, enter a valid Channel number to emulate Channel messages (i.e., Push/Release, CHON, and CHOFF) for the specified <D:P:S>. The Channel number range is 1 - 65535. Select the On or Off buttons to Emulate Channel ON (CHON) and Channel OFF (CHOFF) messages for the specified <D:P:S>. Select the Push button to Emulate a push/release on the channel specified. You can click and hold down the Push button to see how the device/controller responds to the push message. Within the Level Code section, enter a valid Level number and Level data value for the specified <D:P:S> and press the Send button to transmit this data. The Level number range is 1 - 65535. The list below contains the valid Level data types and their ranges:

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Minimum Value CHAR INTEGER SINTEGER LONG SLONG FLOAT 0 0 -32768 0 -2147483648 -3.402823466e+38

Maximum Value 255 65535 32767 429497295 2147483647 3.402823466e+38

Within the Command and String fields, you can enter any number of messages that can be sent as either a String or Command. To emulate sending a String or Command, type a String or Command within the corresponding field and press the Send button to transmit this data. When entering a send command (in the context of this dialog) do not include the "send c" or "send_command" in the statement - only type what would normally occur within the quotes, but don't include the quotes either. For example to send the "CALIBRATE" send command, simply type CALIBRATE (no quotes) rather than SEND_COMMAND <dev> "CALIBRATE". String Expressions start and end with double quotes (" "). Double quotes are not escaped, rather they are embedded within single quotes. String expressions may contain string literals, decimal numbers, ASCII characters and hexadecimal numbers (prepended with a $), and are comma-delimited. String Literals start and end with single quotes ( ' ). To escape a single quote, use ''' (three single quotes).

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Manage system - diagnostics


This page allows an authorized user to setup and monitor diagnostic messages coming from and going to devices available on the Online Tree. This dialog also allows the user to watch the ICSP commands being sent to/from a device. There are several different types of asynchronous notifications that can be selected for a device:port:system (D:P:S) combination. Each notification type is represented by a column in the table. All messages are displayed in the Notifications tab of the Output Display window within NetLinx Studio v 2.4. Click the Manage System link (from within the System Settings section of the Navigation frame). Clicking on any of the Online Tree items opens menu items with the Diagnostics button option available. Click the Diagnostics button to open the Diagnostics dialog. Use the Refresh Interval drop-down to select from the following values: 2 seconds, 5 seconds, or 10 seconds. This refresh interval allows you to select how often your messages are updated.

Flow control
Flow control dictates whether any handshaking is used. There are three possibilities: none (the most common), hardware, and software. Hardware handshaking involves the use of two additional conductors to send a 'Request to Send' (RTS) signal between the devices. RTS is an output signal to the far end device that states it is OK to send data. The 'Clear to Send' (CTS) connection is an input signal that receives the RTS from the far end. When the RS-232 port is configured for hardware handshaking, no data is sent until the port receives a 'high' signal on the CTS pin from the RTS pin at the far end. Similarly, no data will be returned unless the RTS pin goes 'high', indicating it is able to receive data. There is another level of hardware handshaking using DTR and DSR, or Data Set Ready and Data Terminal Ready. These are primarily used by modems to communicate with PCs. These modes are not used in AMX gear, and you will find no connections for these signals. Software handshaking uses data signals over the data wiring. This method is quite rare, and you should contact Tech Support if you have any questions regarding it's use.

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Network troubleshooting tools

Unexpected touch panel beeping


There are three main causes for unexpected touch panel beeping: Device ID Conflict - There are two or more devices that are sharing Device ID's on the current system. This is incorrect. Each device must have its own unique Device ID. One common error is to have a touch panel emulating more than one device. For example, if your touch panel is emulating 4 devices and is at Device ID 128, then it is using Device ID's 128,129,130, and 131. If another Device is at 130, you will get the panel beeping. This can happen even if it is not the touch panel that is sharing Device ID's. Low Power - If the touch panel is not receiving sufficient power, it is then likely to start beeping. To check this, attach a separate power supply to the touch panel and see if the beeping stops. Voltage drop over longer lengths of cable can also pose a problem. Shorten the cable or replace with a larger gauge wire.

Loose power / data connection will cause a panel to beep as it goes on / off the bus.

Network troubleshooting tools


Look for the following things when troubleshooting Ethernet: With 10Base-T & 100Base-T, verify the cable being used has the correct number of twists to meet the data grade specifications. Electrical interference can be caused by tying the network cable together with monitor and power cords. Outside interference also can be caused by fluorescent lights, electric motors, and other electrical devices. Make sure the connectors are both pinned properly and crimped tightly. Check the cable lengths to make sure that distance specifications are not exceeded. If excess shielding on the coax cable is exposed, it may be inadvertently grounding out the connector. Check for missing terminator(s) with improper impedance ratings. There are several utilities used to test IP connectivity on a network. In this section, you will learn how to use three of them. Ping (Packet InterNet Groper) - Use this to verify and IP address exists and is accepting requests. You can also use this command to find the numeric address of a domain name. Tracert (Tracing Route) - Use this command to record the route through the Internet to connect to a destination. This commands lists all the DNS names and IP addresses of routers as information is sent across the network. IPconfig (Windows IP Configuration) - Use this command to view the TCP/IP configuration of your own computer. This is commonly used to find out the gateway address and IP Address. Use IPconfig/all to get more detailed network information.

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Troubleshooting

Steps to Ping a domain name


1. From within Windows, select Start>Run. 2. Type cmd, and click OK. 3. Type ping domain name or IP address and press Enter.

On Your Own - Use Ping Command


Use the ping command to ping the following addresses and write down the IP address: 1. www.amx.com ___________________________________ 2. www.google.com _________________________________ 3. www.cedia.net ___________________________________

Steps to use Tracert command


1. From within Windows, select Start>Run. 2. Type cmd, and click OK. 3. Type tracert domain name or IP address and press Enter.

On Your Own - Use Tracert Command


Use the tracert command to trace the following addresses, or you can use the IP addresses you wrote down in the last exercise. Write down the number of hops it takes to get to each address. 1. www.amx.com ___________________________________ 2. www.google.com _________________________________ 3. www.cedia.net ___________________________________

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Practical - Troubleshoot control system issues

Steps to use IPConfig command


1. From within Windows, select Start>Run. 2. Type cmd, and click OK. 3. Type ipconfig and press Enter.

On Your Own - Use IPConfig command


Use the steps above and answer the questions below: 1. Do you have a wireless network connection? ____________ 2. What is the IP address of your computer? ________________________ 3. What is the default gateway? ___________________________________ 4. At the command prompt, type IPConfig/all. What is the physical address of the Local Area Network? __________________________________ 5. What is another name for the physical address? _______________________

Practical - Troubleshoot control system issues


Your instructor will ask you to take an extended break so that he can break the workstation systems. You will need to use the materials and what you have learned in class to troubleshoot your control system.

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Troubleshooting

Lesson review
Answer the following questions. 1. What is the primary reason that a dealer might want a customer to have a network? ______________________________________________________________________ 2. What are the two ways you can assign IP addresses? Circle the one that is recommended so that two devices are not assigned the same address? ________________________________________________________________________ ______________________________________________________________________ 3. A MAX server should be connected to ________ network(s). 4. If you do not have a serial connection and need to connect to a controller for the first time, what other ways can you connect? ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ______________________________________________________________________

Lesson summary
In this lesson, you learned troubleshooting techniques and used those techniques to troubleshoot issues at your workstation.

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Glossary
Amps
Amperes, a unit of measurement for electrical current. An ampere of electrical current represents one coulomb of electrical charge (6.24 x 1018 charge carriers) moving past a specific point in one second.

Analog
An input or output that can have many values. A continuous signal that takes time to make a transition from one level to another.

AP (Access Point)
Acts as a communication hub for users of a wireless device to connect to a wired LAN. APs are important for providing heightened wireless security and for extending the physical range of service to which a wireless user has access.

AWG (American Wire Gauge)


A standard measurement for wire conductor diameter.

Axcess
AMX trade name for a family of integrated control system products capable of supporting 255 control devices on the AXLink network.

Axcess Programming Language


The programming language of the Axcess system that uses easy to understand keywords and operators.

AXLink
A four-wire data bus used to transmit and receive data from the AXLink controller to any of 255 devices in the system.

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Broadcast
Allows one transmitter to send messages to multiple receivers at the same time. One device at the transmission end and multiple devices connected at the receiving end. Share common information to multiple devices.

Browser
A program run on a client computer for viewing World Wide Web pages. Examples include Netscape, Microsoft's Internet Explorer, Mozilla Firefox, and Mosaic.

Bus Controller
An AMX Axcess control device that connects to the AXLink bus.

Central Controller
A device that contains the Master Processor and Control Ports. The Central Controller can come in several forms including the NXI, and the NI series.

Channel
In AMX terms, one control function of a control port, such as one relay in a group of eight.

Contact Closure
A circuit that is formed when two contacts of an open circuit are brought together. The AMX Lighting master controller uses TTL logic levels normally pulled High to 5v. A closure to ground pulls the level to logic Low and is read as a closure. Each of the eight closure inputs is independently operated and controlled.

Control Current
The current used by a dimmer or switch to perform its function. Each AMX lighting controller supplies this current to its control ports, and each AMX lighting module uses and requires this current to operate the dimmer or switch.

Current
The flow of electrical charge measured in amperes.

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Device Controllers
Act as a bridge that allows AMX control technology to interact with virtually any device or system. It receives a signal, translates the command, and then directs it to the appropriate device. Device controllers are control ports on the integrated controllers.

DHCP (Dynamic Host Configuration Protocol)


A protocol that lets one device on a network assign temporary IP addresses to other network devices.

Ethernet
A network protocol that specifies how data is sent on a common transmission medium. Ethernet uses a bus or star topology and supports data transfer rates of 10 Mbps (10baseT), 100 Mbps (100baseT or Fast Ethernet), and proposed up to 1 Gb per second.

Firewall
Security measures that protect a local network from hackers.

GUI (Graphical User Interface)


Usually pronounced GOO-ee, a graphical (rather than textual) user interface to a computer or control system.

I/O (Input/Output)
In AMX terms, a channel that can act as a solid-state (TTL) closure input or output.

IP (Internet Protocol)
A protocol used to send data over a network.

IP Address
The address used to identify a computer or device on an Ethernet network.

ISP (Internet Service Provider)


The company which provides you with a connection to the Internet via either a dial-up connection or a direct connection.

Internet
A global network connecting millions of computers.

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Keypad
A simple user interface that consists of buttons and possibly an LCD display.

LAN (Local Area Network)


A computer network limited to the immediate area, usually the same building or floor of the building.

LED
Light-Emitting Diode.

MAC Address
The physical address of a device typically assigned by the equipment manufacturer required for access to the Internet.

Master Processor
Sometimes referred to as the brain of the system, the master processor is the programming memory and network manager for the entire system. It recognizes which button the user pushes and triggers the requested event.

Network
A system of connected computers exchanging information with each other. A LAN is a relatively smaller form of a network in comparison to the Internet, a world wide network of computers.

PING
A program for determining if another computer is connected to the Internet.

Port
In AMX terms, a uni- or bi-directional connection between a controller and a specific controlled source.

Relay
Electro-mechanical devices that permit low-level voltage levels to control higher power devices. For example, your computer cannot control a conventional 100 watt light bulb directly; an interface is required.

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RJ-45
A connector typically used for data connections with 8 pins. RJ is an acronym for registered jack use in telecommunications as specified by Part 68, Subpart F. Section 68.502 of the FCC code. In this case the term jack is gender neutral and refers both to the plug and receptacle.

RS-232
An Electronic Industries Association (EIA) serial digital interface standard specifying the electrical and mechanical characteristics of the communication path between two devices using Dtype connectors. This standard is used for relatively short range communications and does not specify balanced control lines.

Serial
In general usage, a data port. In AMX terms, a control port that can transmit standard IR, wired IR, or RS-232.

Serial Communication
Data bits are transmitted one after another. Pattern of pulses (on/off) comprises the messages required by the protocol. Other signals such as request to send and clear to send use their own wires in sophisticated systems.

TCP/IP (Transmission Control Protocol/Internet Protocol)


A suite of communications protocols used to connect hosts on the Internet. TCP/IP uses several protocols, but the two main ones are TCP and IP. TCP/IP is built into the UNIX operating system and is used by the Internet, making it the de facto standard for transmitting data over networks. Other Internet protocols, such as FTP, Gopher, and HTTP sit on top of TCP/IP.

Touch Panel
A user interface that uses a touch-sensitive overlay covering a graphics display, allowing softwaredefined control imaging and operation.

Twisted Pair
A cable composed of two small, insulated conductors twisted together. Since both wires have nearly equal exposure to any interference, the differential noise is slight.

UPS
Uninterruptible Power Supply.

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URL
Uniform Resource Locator - the method by which Internet sites are addressed, such as http:// www.amx.com.

User Interface
The components of the control system that allow people to interact with the control system. User interfaces come in the form of touch panels, handheld remotes, and keypads. These come with many different sizes and options.

Volt (V)
A unit of measurement used to measure how much pressure is used to force electricity through a circuit.

WAN (Wide Area Network)


Network with an active, full-time connection between multiple LANs.

WEP (Wired Equivalent Privacy)


Data privacy mechanism (based on a 64-bit or 128- bit share a key algorithm,) as described in the IEEE 802.11 standard.

Wi-Fi Protocol
Another name for the IEEE 802.11b protocol.

WWW (World Wide Web)


A subset of the Internet, which uses a combination of text, graphics, audio, and video (multimedia) to provide information on almost every subject imaginable.

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Index

Index
Numerics
1 ........................................................................................29 3.5mm .................................................................................5 5 mm ...................................................................................5 568A ...................................................................................6 568B ....................................................................................6

G
Generate and transfer files ..........................................15, 16

I
i!-PCLink/Web .................................................................20 i!PCLink/Web ...................................................................20 i!-Weather .........................................................................20 i!Weather ..........................................................................20 InConcert ............................................................................9 Infrared emitters .................................................................9 integrated! Solutions .........................................................20 IPconfig ............................................................................87 IPconfig/all .......................................................................87

A
AXLink Pinouts ..................................................................8

B
Belden .................................................................................8

C
cable meters. .....................................................................12 CAT5 ................................................................................21 Controller LEDs ................................................................79

L
LEDs .................................................................................79 Liberty ................................................................................8

M D
DDNS ...............................................................................51 DIP Switch ........................................................................40 DNS.org ............................................................................51 Dynamic DNS Service ......................................................51 MAC Filtering - (Media Accesss Control) Filtering ........22 Master to Master ...............................................................57

N
NetLinx Studio .................................................... 16, 43, 57 netstumbler .......................................................................24 No-IP.com .........................................................................51 NXA-WAP200G ..............................................................22

E
EIA/TIA ..............................................................................6 EXPerience Kits ..................................................................9

P F
FG-959 ................................................................................9 FGT10-727 .........................................................................9 File Transfer 2 ...................................................................15 Firewalls ...........................................................................49 Phoenix ...........................................................................5, 9 PictureFrame .....................................................................20 Ping ...................................................................................87 PoE ....................................................................................26 Power over Ethernet .........................................................26 programming cable ...........................................................10 Programming Cable Pinout ..............................................10

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Index

PS ........................................................................................5 PSN .....................................................................................5 PSN 4.4 ...............................................................................5

R
RJ45 ....................................................................................6 RMS ..................................................................................20

S
Serial control cables ............................................................9 short stops .........................................................................12 SSID (Service Set Identifier) ............................................22 SSL certificate ..................................................................75 STS adapters .......................................................................9 System Report ...................................................................15

T
Tracert ...............................................................................87

V
VisualArchitect .............................................. 15, 40, 43, 57

W
WEP (Wired Equivalency Privacy) ..................................22 Wireless networks .............................................................22

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