Automatic Transfer Switch — Installation and Quick Start i
Preliminary Information
Additional documentation
This Installation and Quick Start Manual and the online User’s Guide are available on the supplied
CD or on the American Power Conversion (APC
contains additional information about the following topics related to the Automatic Transfer Switch:
• Management interfaces
• User accounts
• Customizing setup
•Security
Please recycle
The shipping materials are recyclable. Please save them for later use, or dispose of
them appropriately.
®
) Web site www.apc.com. The online User’s Guide
Receiving inspection
Inspect the package and contents for shipping damage, and make sure that all parts were sent. Report
any shipping damage immediately to the shipping agent, and report missing contents, damage, or
other problems immediately to APC or your APC reseller.
Automatic Transfer Switch - Installation and Quick Start1
Preliminary Information
Product inventory
Automatic Transfer Switch
Rack-mount brackets
Front and rear rail segments
mph0080a
Communication cable
2Automatic Transfer Switch - Installation and Quick Start
Overview
A
A
Front panel
Reset
Sma rt Sl ot
Link - RX/TXStatus
10/100
Network Management Card
AB
Preference
Input
B
No.ItemDescription/Function
Reset switchRestarts the Network Management Card.
Ethernet portConnects the Automatic Transfer Switch to your network,
using a network cable.
Link–RX/TX LEDIndicates whether there is activity on the network.
Status LEDIndicates whether power is applied to the Network
Management Card.
Preference buttonSets the preferred source to supply power to the load
equipment. In normal operation, if both sources are available,
the Automatic Transfer Switch will use the preferred source.
Press the Preference button to change the preferred source.
Preference A and B
LEDs
Indicates which of the two sources, if any, is selected as the
preferred source. If both LEDs are off, neither source is
preferred. If a source is asynchronous, the source’s LED will
flash once per second.
Source A and B LEDs Provides information about the input voltage from each source.
If the RMS input voltage and the measured frequency are
within the selected tolerance range, the corresponding
indicator will light.
In a normal operating condition (full source redundancy), both
LEDs are illuminated.
Connector LEDsIndicates which source is being used for the output (only one
arrow will be lit at any time). The combination of Source
LEDs, Connector LEDs, and Output LED provide a graphical
view of the power flow through the Automatic Transfer
Switch.
Output LEDShows that voltage is available at the output for the Automatic
Transfer Switch.
Configuration portThe local connection for accessing all the setup, status,
maintenance, and diagnostic information for the Automatic
Transfer Switch.
Output
Configuration
utomatic
Tra n sf er S wi tch
mph0026a
Automatic Transfer Switch - Installation and Quick Start3
Installation
Attach mounting brackets
Attach the left and right mounting brackets to the unit, using two flat-head, Phillips screws (provided)
for each bracket.
Place the brackets flush with the front of the rack to leave room for routing cables.
Note
mph0096a
Disassemble the adjustable brackets
The adjustable brackets are necessary only if you are using a four-post enclosure or rack. If you are
using a two-post rack, the Automatic Transfer Switch is supported by the mounting brackets alone.
1. Disassemble each adjustable bracket by removing the slide screw and nut.
mph0014a
2. Set the screws, nuts, and adjustable bracket segments aside.
4Automatic Transfer Switch - Installation and Quick Start
Attach rear segments to the rack
1. Insert caged nuts (provided with your enclosure) on the enclosure’s rear vertical mounting rails
at your chosen location.
2. Align the rear segments of the adjustable bracket with the caged nuts you inserted in step 1.
3. Insert and tighten mounting screws (provided).
Installation
Attach front segments to the switch
1. Align the front segments of the adjustable bracket with the four corresponding holes on the
sides of the switch.
2. Attach both front segments to the switch using two Phillips pan-head screws (provided) for each
bracket segment.
mph0013a
mph009 5a
Automatic Transfer Switch - Installation and Quick Start5
Installation
Mount the Automatic Transfer Switch in the enclosure
Two people should perform this procedure.
Heavy
1. Position the Automatic Transfer Switch in front of the mounted rear adjustable bracket
segments.
2. Align the front and rear adjustable bracket segments, and slide the front segments onto the rear
segments.
3. Align the mounting brackets on the switch with the enclosure’s front vertical mounting rails and
insert caged nuts (provided) in the appropriate holes on the front vertical mounting rails.
4. Insert and tighten the mounting screws (provided).
5. Insert slide screws and nuts (removed previously) into each adjustable bracket, and tighten them
to secure the positions of the adjustable brackets.
6Automatic Transfer Switch - Installation and Quick Start
mph0012a
Quick Configuration
Disregard the procedures in this section if you have APC InfraStruXure
Manager as part of your system. See the InfraStruXure Manager’s
Warning
Overview
You must configure the following TCP/IP settings before the Automatic Transfer Switch can operate
on a network:
documentation for more information.
• IP address of the Automatic Transfer Switch
• Subnet mask
• Default gateway
If a default gateway is unavailable, use the IP address of a computer that is located
on the same subnet as the Automatic Transfer Switch and that is usually running.
Note
The Automatic Transfer Switch uses the default gateway to test the network when
traffic is very light. See “Watchdog Features” in the “Introduction” of the
Automatic Transfer Switch User’s Guide for more information about the watchdog
role of the default gateway.
TCP/IP configuration methods
Use one of the following methods to define the TCP/IP settings needed by the Automatic Transfer
Switch:
• Device IP Configuration Wizard (See “Device IP Configuration Wizard” on page 8.)
• BOOTP or DHCP server (See “BOOTP & DHCP configuration” on page 8.)
• Local computer (See “Local access to the control console” on page 10.)
• Networked computer (See “Remote access to the control console” on page 15.)
Automatic Transfer Switch - Installation and Quick Start7
Quick Configuration
Device IP Configuration Wizard
You can use the Device IP Configuration Wizard on a Windows NT® 4.0, Windows 2000®, Windows
2003, or Windows XP computer to discover unconfigured Automatic Transfer Switches and
configure their basic TCP/IP settings.
To configure one or more Automatic Transfer Switches by exporting configuration settings
from a configured Automatic Transfer Switch, see “How to Export Configuration
See also
Settings” in the User’s Guide on the Utility CD.
1. Insert the APC Automatic Transfer Switch Utility CD into a computer on your network.
2. Select the Device IP Configuration Wizard from the main menu.
3. Wait for the Wizard to discover the first unconfigured Automatic Transfer Switch, then follow
the on-screen instructions.
If you leave the Start a Web browser when finished option enabled, you can use
apc for both the User Name and Password to access the Automatic Transfer
Note
Switch through your browser.
BOOTP & DHCP configuration
The Boot Mode Setting, a TCP/IP option in the Automatic Transfer Switch’s Network menu,
identifies how the TCP/IP settings will be defined. The possible settings are Manual, DHCP only,
BOOTP only, and DHCP & BOOTP (the default setting).
The DHCP & BOOTP setting assumes that a properly configured DHCP or BOOTP
server is available to provide TCP/IP settings to Automatic Transfer Switches.
Note
If these servers are unavailable, see:
• “Device IP Configuration Wizard” on this page.
• “Local access to the control console” on page 10.
• “Remote access to the control console” on page 15.
With Boot Mode set to DHCP & BOOTP, the Automatic Transfer Switch attempts to discover a
properly configured server. It first searches for a BOOTP server, then a DHCP server, and repeats this
pattern until it discovers a BOOTP or DHCP server.
For more information, see “BOOTP” on page 9 or “DHCP” on page 9.
Note
8Automatic Transfer Switch - Installation and Quick Start
Quick Configuration
BOOTP. You can use an RFC951-compliant BOOTP server to configure the TCP/IP settings for the
Automatic Transfer Switch.
The DHCP & BOOTP setting assumes that a properly configured DHCP or BOOTP
server is available to provide TCP/IP settings to Automatic Transfer Switches.
Note
1. Enter the Automatic Transfer Switch’s MAC and IP addresses, the subnet mask and default
gateway settings, and an optional Bootup file name in the BOOTPTAB file of the BOOTP
server.
For the MAC address, look on the bottom of the Automatic Transfer Switch or on
the Quality Assurance slip included in the package.
See also
2. When the Automatic Transfer Switch reboots, the BOOTP server provides it with the TCP/IP
settings.
– If you specified a bootup file name, the Automatic Transfer Switch attempts to transfer that
file from the BOOTP server using TFTP or FTP. The Automatic Transfer Switch assumes all
settings specified in the bootup file.
To create the bootup file, see your BOOTP server documentation
See also
– If you did not specify a bootup file name, the Automatic Transfer Switch can be configured
remotely by using Telnet or by using the Web interface: User Name and Password are both
apc, by default.
DHCP. You can use a RFC2131/RFC2132-compliant DHCP server to configure the TCP/IP settings
for the Automatic Transfer Switch.
This section briefly summarizes the Automatic Transfer Switch communication with a
DHCP server. For more detail about how a DHCP server is used to configure the
See also
network settings for a Automatic Transfer Switch, see “DHCP Configuration” in the
Automatic Transfer Switch User’s Guide.
1. An Automatic Transfer Switch sends out a DHCP request that uses the following to identify
itself:
– A Vendor Class Identifier (APC by default)
– A Client Identifier (by default, the Automatic Transfer Switch’s MAC address value)
– A User Class Identifier (by default, the identification of the Automatic Transfer Switch’s
application firmware)
Automatic Transfer Switch - Installation and Quick Start9
Quick Configuration
2. A properly configured DHCP server responds with a DHCP offer that includes all of the
settings that the Automatic Transfer Switch needs for network communication. The DHCP offer
also includes the Vendor Specific Information option (DHCP option 43). By default, the
Automatic Transfer Switch will ignore DHCP offers that do not encapsulate the APC cookie in
the Vendor Specific Information option using the following hexidecimal format:
Option 43 = 01 04 31 41 50 43
where
– the first byte (
– the second byte (
– the remaining bytes (
01) is the code
04) is the length
31 41 50 43) are the APC cookies
See your DHCP server documentation to add code to the Vendor Specific
Information option.
See also
To disable the APC cookie requirement, see “Remote access to the control
console” on page 15. To change the control console’s DHCP Cookie Is setting,
use the Advanced option in the TCP/IP menu. See “Remote access to the control
console” on page 15.
Local access to the control console
1. Select a serial port at the local computer and disable any service that uses that port.
2. Connect APC serial cable 990-1000A to the Automatic Transfer Switch serial port and to the
serial port on the local computer. Run a terminal program (such as Windows HyperTerminal
and configure the selected port for 19200 bps, 8 data bits, no parity, 1 stop bit, and no flow
control, and save the changes.
®
3. Press
ENTER and log on as the Automatic Transfer Switch administrator. Select option 11, Web
config, from the main menu and then disconnect the terminal program.
4. Reconfigure the selected port for 2400 bps, 8 data bits, no parity, 1 stop bit, and no flow control,
and reconnect HyperTerminal.
5. Press
10Automatic Transfer Switch - Installation and Quick Start
ENTER to display the User Name prompt.
How to Access the Automatic Transfer
Switch Interfaces
Overview
After the Automatic Transfer Switch is running on your network, you can use the interfaces
summarized here to access the unit.
For more information on the interfaces, see the User’s Guide.
See also
Web interface
As your browser, you can use Microsoft® Internet Explorer 5.0 (and higher) or Netscape® 6.x to
access the Network Management Card through its Web interface. Other commonly available
browsers also may work but have not been fully tested by APC.
To use the Web browser to configure the Automatic Transfer Switch options or to view the event log,
you can use either of the following:
• The HTTP protocol (enabled by default), which provides authentication by user name and
password but no encryption.
• The more secure HTTPS protocol, which provides extra security through Secure Sockets Layer
(SSL) and encrypts user names, passwords, and data being transmitted. It also provides
authentication of Network Management Cards by means of digital certificates.
To access the Web interface and configure the security of your device on the network:
1. Address the Network Management Card by its IP address or DNS name (if configured).
2. Enter the user name and password (by default, apc and apc for an Administrator, or device and
apc for a Device Manager).
3. Select and configure the type of security you want. (This option is available only for
Administrators.)
See the chapter entitled “Security” in the User’s Guide for information on choosing
and setting up your network security. Use the Web/SSL option of the Network menu
See also
to enable or disable the HTTP or HTTPS protocols.
Automatic Transfer Switch - Installation and Quick Start11
How to Access the Automatic Transfer Switch Interfaces
Telnet/SSH
You can access the control console through Telnet or Secure SHell (SSH), depending on which is
enabled. (An Administrator can enable these access methods through the Tel ne t/ SS H option of the
Network menu.) By default, Telnet is enabled. Enabling SSH automatically disables Telnet.
Telnet for basic access. Telnet provides the basic security of authentication by user name and
password, but not the high-security benefits of encryption. To use Telnet to access an Automatic
Transfer Switch’s control console from any computer on the same subnet:
1. At a command prompt, use the following command line, and press
telnet address
ENTER:
As address, use the Network Management Card’s IP address or DNS name (if configured).
2. Enter the user name and password (by default, apc and apc for an Administrator, or device and
apc for a Device Manager).
SSH for high-security access. If you use the high security of SSL for the Web interface, use
Secure SHell (SSH) for access to the control console. SSH encrypts user names, passwords, and
transmitted data.
The interface, user accounts, and user access rights are the same whether you access the control
console through SSH or Telnet, but to use SSH, you must first configure SSH and have an SSH client
program installed on your computer.
See the User’s Guide for more information on configuring and using SSH.
See also
SNMP
After you add the PowerNet MIB to a standard SNMP MIB browser, you can use that browser for
SNMP access to the Automatic Transfer Switch. The default read community name is public; the
default read/write community name is private.
If you enable SSL and SSH for their high-security authentication and encryption, disable
SNMP. Allowing SNMP access to the Automatic Transfer Switch compromises the high
Note
security you implement by choosing SSL and SSH. To disable SNMP, you must be an
Administrator; use the SNMP option of the Network menu.
12Automatic Transfer Switch - Installation and Quick Start
How to Access the Automatic Transfer Switch Interfaces
FTP/SCP
You can use FTP (enabled by default) or Secure CoPy (SCP) to transfer new firmware to the
Automatic Transfer Switch, or to access a copy of the Automatic Transfer Switch’s event logs. SCP
provides the higher security of encrypted data transmission and is enabled automatically when you
enable SSH.
If you enable SSL and SSH for their high-security authentication and encryption, disable
FTP. Allowing file transfer to the Automatic Transfer Switch through FTP compromises
Note
the high security you implement by choosing SSL and SSH. To disable FTP, you must be
an Administrator; use the FTP Server option of the Network menu.
To access the Automatic Transfer Switch through FTP or SCP, the default user name and password
are apc and apc for an Administrator, or device and apc for a Device Manager. In the command line,
use the IP address of the unit.
See the User’s Guide to use FTP or SCP to transfer firmware files to the Network
Management Card or to retrieve log files from the Network Management Card.
See also
Automatic Transfer Switch - Installation and Quick Start13
Configuring the ATS
Configuring sensitivity
The sensitivity setting controls how tolerant the ATS is of fluctuations in power before it switches to
the secondary power source. Configure the sensitivity range for your ATS using the Switch
Configuration menu. When sensitivity is set to low, the ATS will wait 5 ms before switching to the
alternate power source when there is a disturbance in the power supply. When sensitivity is set to
high, the ATS will wait 3 ms before transferring power. The default setting is high.
Configuring voltage transfer range
The voltage transfer range determines the acceptable RMS voltages for the ATS. When voltage
moves outside the specified range, the ATS switches to the secondary power source. Configure the
voltage transfer range using the Switch Configuration menu. The ATS can be set to narrow,
medium, or wide voltage ranges depending on the power conditions of your system.
The default setting of the voltage range is Medium.