DataLINE Data Retrieval

Container Refrigeration INSTALLATION GUIDE for DataLINE Data Retrieval 62 10628 Rev B

INSTALLATION GUIDE CONTAINER REFRIGERATION UNIT DataLINE Data Retrieval

CONTENTS Paragraph Number Page 1. Introduction... 1 2. Version Support... 1 3. PC Requirements... 2 4. Installation and Start Up Procedures.. 2 4.1 Windows 95/98/NT/XP Installation 2 4.2 Service Pack Installation... 8 4.3 Initial Start Up Procedure... 12 4.4 Install USB to Serial Adaptor... 13 4.5 Change Settings... 16 5. Main Features... 18 5.1 Program Options... 18 5.2 Interrogate... 18 5.3 System Tools... 19 5.4 Probe Calibration... 19 5.5 Monitor... 20 5.6 Download Files... 20 5.7 Data Set... 20 5.8 View Data (Report Generation)... 20 5.9 Data Manager... 21 6. Help... 21

1. Introduction This guide has been prepared for users of the DataLINE PC software. It provides an overview of the following: PC system configuration requirements Program installation procedures Main features Help This User s Guide is written for users familiar with working in the Windows Operating System, including Windows 95, Windows 98, Windows XP and Windows NT. Operating Instructions for DataLINE are available in the Literature\Manuals section of the Carrier Transicold web site at www.container.carrier.com NOTE: Not all PROGRAM OPTIONS are available. When they become available future service pack upgrades can be obtained free of charge at www.container.carrier.com 2. Version Support The DataLINE software will support ML2, ML2i, ML2i cs (Scroll), ML2/2i CA (Controlled Atmosphere), and ML3 units. Note: Data from Microlink 1 (ML1) units must be retrieved using the Carrier DataReader hand held device (P/N 12 00377 00). DataLINE can then be used to transfer the data from the DataReader to a P.C. TABLE 1 DataLINE Software PART NUMBER DESCRIPTION APPLICATION 07 00421 ## DataLINE Software CD PC/Windows Updates to the software will be posted on the Carrier Transicold web site www.container.carrier.com as new versions are released. These updates are called Service Packs. To protect software ownership, a Service Pack can only be loaded onto a P.C. that already has the DataLINE software installed. 1 62-10628

3. PC Requirements Table 2 PC Requirements Minimum PC System Configuration Processor 486 Pentium Operating System Windows 95, 98SE, NT 4.0 or higher, Windows XP Version 3.0 or higher Recommended PC System Configuration Internet Explorer RAM 8MB 16MB Hard Drive 30MB (Free Space) Disk Drive CD ROM Video VGA Video Resolution 640X480 800x600 or higher Serial Port One RS 232 port (Com 1 or 2 only) 1 RS 232 Printer Port None Printers supported by Windows 95, 98SE, NT & XP Using a PC with at least the recommended system configuration will provide the best overall performance of the DataLINE software. 4. Installation and Start Up Procedures 4.1 Windows 95/98/NT/XP Installation The DataLINE application is delivered to users on CDROM. All Users To begin installation of the DataLINE application, perform the following: 1. Place the DataLINE CD in the CD drive. 2. The primary method for loading the program is to access the appropriate drive and double click on the Setup.exe file. The application installation screen is automatically launched. 62-10628 2

An alternative method for loading the program is to click on the Start button and then click on Run to display following the Run screen. Enter the path name for the appropriate drive as instructed, e.g. D:\Setup.exe with D representing the CD drive. Click OK to launch the application installation screen. Windows 95 Users Only The application will search for the presence of DCOM95 (an update to the operating system) on the PC. If DCOM95 is not found, the user is prompted with the following screen. 3 62-10628

The user should click OK to begin the installation of DCOM95. After DCOM95 has been installed, the following screen is displayed prompting the user to reboot the PC. The user should click OK to begin the reboot. All Users The user should perform the following tasks to complete setup and installation of the application. The Welcome screen is displayed to begin setup of the application. 62-10628 4

Click Next to display the Language screen. The default language is English. Click Next to display the Choose Destination Location screen. The user can specify into which directory the system should store the application. The default directory is C:\DataLine. The user can click on the Browse button to choose an alternate directory. 5 62-10628

Click Next to display the Select Program Manager Group screen. The user can manually enter a name for the program, which appears on the desktop, or use the default name of DataLine. Click Next to display the Start Installation screen. 62-10628 6

Click Next to start the installation of the application. NOTE: If an association does not exist between the DCX file and any application, the following DCX File Registry screen is displayed before the Installation Complete screen. The user is alerted and asked if they want to automatically create the association. Click Yes to create the association. Click Finish to complete the installation. 7 62-10628

After the installation is complete, the following screen appears. In order for DataLINE to operate properly, it is recommended that the user restart the computer. Click OK to restart the computer. 4.2 Service Pack Installation In order to install the service pack, the user MUST already have DataLINE installed on the computer. The most recent Service Pack for DataLINE can be downloaded at www.container.carrier.com Products\Software\DataLINE. If a previous version of DataLINE is not installed, the following screen is displayed. Click OK and the installation will abort. 62-10628 8

If a previous version of DataLINE is installed, the Welcome screen is displayed to begin setup of the application. Click Next to display the Start Installation screen. Click Next to start the installation of the application. 9 62-10628

NOTE: If an association does not exist between the DCX file and any application, the DCX file registry screen is displayed before the Installation Complete screen. The user is alerted and asked if they want to automatically create the association. Click Yes to create the association. While the service pack is installing, the following Installing screen is launched. 62-10628 10

When DataLINE has successfully installed, the following Installation Complete screen is launched. Click Finish to the complete service pack installation. After the installation is complete, the following screen appears. In order for DataLINE to operate properly, it is recommended that the user restart the computer. Click OK to restart the computer. 11 62-10628

4.3 Initial Start Up Procedure On initial start up, the installer should set the Program Options to be used in this application. To start the DataLINE application and set the options, do the following: 1. Click on the Start button 2. Highlight Programs 3. Highlight DataLINE 4. Click on Launch Pad ( ViewData is selected to generate reports using data files that have previously been stored in the P.C.) The following Launch Pad screen is displayed when the DataLINE application is started. The Application Launch Pad is the user s entry point into the DataLINE program. INTERROGATOR SYSTEM TOOLS MONITOR PROBE CALIBRATION DOWNLOAD FILES DATA SET VIEW DATA DATA MANAGER PROGRAM OPTIONS DATALINE HELP CONTENTS EXIT DATALINE ABOUT DATALINE When the cursor is moved over each button, the name of the feature associated with that button is displayed. Clicking on a button will launch the feature. Each feature is described in Section 5. 62-10628 12

4.4 Install USB to Serial Adaptor For computers without an available serial port (RS 232) a USB to serial adaptor is available through Carrier Transicold Performance Parts group, part number 07 00503 00, Keyspan adaptor. To use the Keyspan adaptor, the Carrier USB driver setupdl_usb.exe must be installed. This driver is provided on the CD that comes with the Keyspan adaptor: NOTE: Before installing the Carrier USB driver, make sure that there are no versions of USB to serial drivers currently installed. To check, go to Start\Settings\Control Panel\System\Add or Remove Programs to verify and remove any currently installed USB to serial drivers. 1. If DataLINE version 1.0 software is not currently installed, install it. 2. Upgrade to the latest DataLINE Service Pack. Service Pack upgrades for DataLINE are available for download at www.container.carrier.com Products\Software\DataLINE. NOTE: Do not insert the Keyspan adaptor in the USB port until the Carrier USB driver is installed. 3. Insert the Keyspan installation CD into the CD Drive and double click the USB to serial driver SetupDL_USB.exe. Follow the on screen commands to properly load the driver. 4. Restart your system. 5. After system restart, insert the Keyspan adaptor into an open USB port; allow the computer a moment to recognize the Keyspan adaptor. NOTE: Always insert the Keyspan adaptor in the same USB port. 13 62-10628

6. Check to make sure the Keyspan adaptor is properly installed by opening the Windows Device Manager, Start\Settings\Control Panel\System\Hardware\Device manager\ports: Make sure Keyspan USB Serial Port is assigned to COM3. If not, double click the Keyspan USB Serial Port to open the properties window. Click Advanced... and reset to COM Port 3. 62-10628 14

7. From Windows Explorer, open C:\Common Files\Carrier Shared\USB and click the driverconfig file, the following screen will appear: 8. Select Keyspan USB Port (COM3) and click configure, it should now read Driver installed for the device. 9. Click the Test button, the Success window should appear: NOTE: If the Success window does not appear, disconnect and then reconnect the Keyspan adaptor. Always connect the Keyspan adaptor to the same USB port. Click the Test button again. 10.Open DataLINE and go to the Program options menu (Globe button), select COM3, Save and Exit. DataLINE should now be ready for communication through the USB Keyspan Adaptor. 15 62-10628

4.5 Change Settings The user can change settings at any time using the Program Options screen, and the application remembers the settings from one execution of the program to the next. Any changes made to the settings are reflected in the Interrogator screen within 30 seconds of the user saving the change. To launch the Program Options screen, Click on the PROGRAM OPTIONS button (globe) in the Launch Pad. Select the Com Port: If the Interrogator does not connect using Com1, try changing to Com2 or changing the physical connection at the back of the PC. For those computers fitted with an Infrared Port, there may be a conflict between the Infrared Port and the Com Port used by DataLINE for communication. If there is a conflict, then interrogation of the unit will not be possible. If DataLINE is using COM1, then the Infrared Port cannot be set to COM1 or COM3. If DataLINE is using COM2, then the Infrared Port cannot be set to COM2 or COM4. Many PC s only have one Com Port. 62-10628 16

The best way to avoid a conflict is to disable the Infrared Port. The Infrared Port is typically disabled using the BIOS (Basic Input Output System) on the PC, and may also need to be disabled using the Control Panel utility in Windows. CAUTION Changes to the BIOS should only be attempted by trained personnel. Failure to properly configure the BIOS can lead to a loss of system operation. For help disabling the Infrared Port, please contact your qualified local Information Systems (IS) representative, or PC manufacturer. Select the Working Directory: This feature is used to specify the directory to which all downloaded interrogation data will be stored. The user can manually change the directory by entering the directory path in the list box. Users can also change the directory by clicking on the Browse button in the Working Directory Group Box. The Select Directory screen is displayed and users can specify the path of the directory where the application should store the data. The default directory is <DataLine Install Path>\Datafile. The user cannot download data to any removable storage medium (e.g. floppy disks). The working directory should be a local drive on the user s PC or a network drive mapped to the user s PC. The application does not automatically move data stored from the previous working directory into the newly specified working directory. The user must manually move the previously stored data to the new directory via the PC s file system. Select Report Directory: This feature is used to specify the directory to which all reports will be stored. The user can manually change the directory by entering the directory path in the list box. Users can also change the directory by clicking on the Browse button in the Report Directory Group Box. The Select Directory screen is displayed and users can specify the path of the directory where the application should store the data. The default directory is <DataLine Install Path>\Reports. The user cannot download data to any removable storage medium (e.g. floppy disks). The report directory should be a local drive on the user s PC or a network drive mapped to the user s PC. The application does not automatically move data stored from the previous report directory into the newly specified report directory. The user must manually move the previously stored data to the new directory via the PC s file system. 17 62-10628

Select Temperature Units: This feature is used to specify the temperature units in which the temperature data appears on the application screen. The application uses this setting to convert temperature data to the proper temperature units and display it on the screen as well as in reports. The setting also effects the display of pressure values in the Monitor utility. Select Date Format: This feature is used to to specify the format in which the date appears on the application screen. The application uses this setting to only control the appearance of the DataLINE screens. This completes the Program Option set up procedure. The DataLINE software and PC are now ready for use. 5. Main Features A brief description of the DataLINE features is provided in the following sub paragraphs. 5.1 Program Options This feature allows the user to configure the following program options: 1. Com Port Selects the Com Port that will be used to communicate with the refrigeration unit or the DataReader. 2. Date Format Selects the format in which all dates will be displayed 3. Temperature Selects the units in which all temperature values will be displayed. 4. Working Directory Identifies the directory into which all downloaded interrogation data will be stored. 5. Report Directory Identifies the directory into which all reports will be stored. 5.2 Interrogate This feature allows the user to extract sensor, event, alarm, pre trip test, and probe calibration data from the DataCORDER by connecting a PC to the refrigeration unit. There are four options for extracting this data: 1. By Trip 2. By Date 3. Last 30 Days 4. All Data 62-10628 18

5.3 System Tools This set of features will allow the user to: 1. View/Edit the Container ID number. 2. View/Edit the following controller information: Controller Setpoint Compressor Hour Meter value 3. View/Modify the current configuration of the controller: The controller can be configured using one of the OEM configurations A custom configuration can be created and saved by modifying one of the OEM configurations, or by modifying a previously created custom configuration. 4. View/Edit the following Controller Parameters: Defrost Interval In Range Band Current Limit Units (temperature) Stagger Start Shutdown Mode 5. View/Modify the DataCORDER Configuration: The DataCORDER can be configured using one of the OEM configurations (for ML2i and ML2i cs units only). A custom configuration can be created and saved by modifying one of the OEM configurations, or by modifying a previously created custom configuration. View/Edit the DataCORDER Date/Time. The DataCORDER Date/Time can be synchronized with the PC Date/Time. Start a new trip (with or without a USDA trip comment). Modify the ISO Trip Header. 5.4 Probe Calibration This feature allows the user to calibrate the USDA and Cargo probes using one of the following methods: 1. Auto Calibration The DataCORDER will automatically calculate the proper offsets of the selected probes from a fixed ice bath temperature of 0.0 0 C, and calibrate with these offsets. 19 62-10628

2. Internal Calibration The user selects a fixed ice bath temperature between 1.0 0 and +1.0 0 C that applies to all probes. The Data- CORDER will then calculate the difference between the selected bath temperature and the actual bath temperature, and set the offsets of the selected probes to those values. 3. External Calibration The user will specify the offset of each probe to be calibrated. The user must confirm that the actual probe readings (with offset) match the corresponding ice bath temperature for that probe. 5.5 Monitor This feature allows the user to monitor the status of the refrigeration unit s analog inputs (sensors), and discrete Inputs/Outputs (switches, protectors, component status). The Set Point and the percent opening of the SMV can also be monitored. 5.6 Download Files This feature allows the user to download interrogation files from the DataReader to the PC (this feature is also called DataReader Download). 5.7 Data Set This feature allows the user to define and upload configuration files from the PC to the DataReader, and also to download configuration files from the DataReader to the PC. The user also has the ability to modify or delete container configurations that are stored on the DataReader or PC. 5.8 View Data (Report Generation) This feature allows the user to generate, preview, and print reports using the data extracted by interrogating the DataCORDER. There are seven standard reports that may be generated. 1. Alarm Summary Report will display the controller, DataCORD- ER, and CA alarms over a selectable range of dates. 2. Event Report will display the event data over a selectable range of dates. 3. Sensor Report will display the sensor data over a selectable range of dates. 4. Cold Treatment Summary Report will display the activity of the USDA sensors with respect to their operation within predefined temperature ranges. 5. Controller Pretrip Report will display the pre trip results over a selectable range of dates. 62-10628 20

6. Raw Data Report will display the event and sensor data over a selectable range of dates. This report will also display sensor configuration information. 7. Graphical Report will allow the user to view sensor data over a selectable range of dates in a graphical format. A custom report template can be created using the following standard reports. These templates can then be used to generate reports using extracted data. 1. Alarm Summary Report 2. Event Report 3. Sensor Report 4. Graphical Report 5.9 Data Manager A data management system for DCX interrogation files. 6. Help On-line help is available on each screen of the DataLINE program. Each screen contains a help button. Pressing the F1 key will also start on-line help. This feature is presented in the standard Windows help format, including contents, index and find options. Operating Instructions for DataLINE are available in the Literature section of the Carrier Transicold web site www.container.carrier.com. 21 62-10628

Carrier Transicold Division, Carrier Corporation Truck/Trailer Products Group P.O. Box 4805 Syracuse, N.Y. 13221 U.S A www.carrier.transicold.com A member of the United Technologies Corporation family. Stock symbol UTX 2011 Carrier Corporation Printed in USA 0611