Crestron SW-DBM User Manual

CRESTRON
e-control™ Database Manager
(SW-DBM)
version 1.4
© 1999 Crestron Electronics, Inc.
Crestron e-control Database Manager SW-DBM
How to Use This Manual 3
A Note on Printing This Document................................................................................................... 3
Quick Start ........................................................................................................................................ 3
Section Summary .............................................................................................................................. 3
Quick Start Guide: Address Book (demo1) 5 Introduction 6
What is Crestron e-control™ Database Manager?............................................................................. 6
System Terminology and Topology .................................................................................................. 6
Leading Specifications ...................................................................................................................... 8
Requirements..................................................................................................................................... 8
Installation......................................................................................................................................... 9
Licensing........................................................................................................................................... 9
Basic Server Setup 11
Communications Setup.................................................................................................................... 12
Test Communications...................................................................................................................... 15
Additional Server Side Setup .......................................................................................................... 16
Server Configuration In Depth 16
Specifying a Configuration File ...................................................................................................... 16
Password Access ............................................................................................................................. 17
COM Settings Definition................................................................................................................. 18
Signal Block Definition................................................................................................................... 20
Server Windows and Menus............................................................................................................ 27
The Database File 32
Database Fundamentals................................................................................................................... 32
The Queries Table ........................................................................................................................... 35
Successive Queries.......................................................................................................................... 38
Operating on Database Tables......................................................................................................... 40
Demos 41
Demo 1 Database Browsing and Maintenance................................................................................ 42
Demo 2 Successive Query...............................................................................................................43
Demo 3: AutoPick........................................................................................................................... 45
Appendix A: Theory of Operation 48
Server Protocol................................................................................................................................48
Signal Block Definition / Activation............................................................................................... 48
Signal Block Enable / Disable......................................................................................................... 48
Signal Block Error Reporting.......................................................................................................... 48
Appendix B: Intersystem Communications and Signal Space Considerations 50
System Connections........................................................................................................................ 50
Appendix C: Signal Reference 54
Definition of Terms......................................................................................................................... 54
String Proxies.................................................................................................................................. 54
Bit Patterns...................................................................................................................................... 54
Error Reporting ............................................................................................................................... 55
Signal Summary.............................................................................................................................. 55
Signal Reference.............................................................................................................................. 58
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Crestron e-control Database Manager
How to Use This Manual
A Note on Printing This Document
Adobe and Acrobat are trademarks of Adobe Systems Incorporated.
This Portable Document File (PDF) can be printed with Adobe Acrobat Reader. Printing from a Windows 95 platform, version 4.0 or later, is strongly recommended because the figures print poorly with earlier versions. The latest version is freely available from Adobe at http://www.adobe.com/acrobat/.
Quick Start
To see an “out-of-the-box” demonstration of Crestron e-control™ e-Mail Instant messaging as quickly as possible, turn to the Quick Start Guide(s) beginning on the next page.
You will need:
A Crestron CNMSX-PRO control system
A touchscreen (LC-3000, CT-3000, CT-3500, or VT-3500); and
A null-modem cable
Follow the instructions in the guides precisely in the order given and you should be up and running in a matter of minutes.
NOTE: The demos included with this package are all compiled to two versions, a COM version for use with an RS-232 serial connection, and a TCP version for use with an Ethernet connection (the latter case requiring the CNX Gateway). The Quick Start Guides refer only to the COM versions of these programs because setting up a serial connection is far simpler. We strongly recommend getting at least one demo to work first using a serial connection. Once that works, try the TCP versions. Instructions for setting up TCP/IP communications are provided below (see “Communications Setup, Control System Side, TCP/IP,” page 14).
You do not need to license the software to try the demos provided you are still within the 15-day free trial period.
Section Summary
For more information, start with “Introduction” on page 6.
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Detailed setup and configuration instructions and follow “Introduction”. Then comes information about the database file format. After that, the examples (demos) are described and illustrated in detail. Appendices include Theory of Operation, along with a complete Signal Reference.
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Quick Start Guide: Address Book (demo1)
1 Install this package on your PC
Presumably, since you are reading this PDF file, you have already done this.
2 Connect a CNMSX-PRO (with touchscreen)
Connect a programming cable (a standard modem cable) from any COM port on your PC to the COMPUTER port on the front or back of the CNMSX-PRO control system. Connect a touchscreen to the control system set up for CRESNET ID 03.
3 Upload all control system software
The demo files can be found in the demos folder (also accessible through the Start Menu shortcut
e-control Database Manager Demos)
Open the Crestron Viewport and establish communications with your control system. If you have not already done so, use the FileTransfer | Send Touchpanel… command to upload demoDBM.hex to the touchscreen at ID 03. Use the FileTransfer | Send Program… command to upload the compiled SIMPL windows file demo1COM.bin to the CNMSX-PRO. You may now close the Viewport.
4 Connect the null modem cable
Make sure pins 4, 5, and 6 are not connected.
Connect a null-modem cable from COM1 on the PC to COM A on the CNMSX-PRO.
The installer sets the server to use config file demoDBM.ini.
5 Run the “server”
Select shortcut e-control Database Manager Server from the Crestron folder in the Windows Start Menu. If the title bar of the window does not read “e-control Database Manager Demos,” use the File | Configuration file… command to navigate to the demos folder and select the file demoDBM.ini.
6 Start the “server protocol”
Give the command Server | Start Server w/Signal Analyzer. (The Signal Analyzer is good for demos because it shows you the various signals going back and forth.)
7 Start the demo
On the touchscreen, navigate through the setup instructions to the demo screen. This final page-flip to the demo screen starts the demo.
8 Open a database record!
Make a selection on the touchscreen to open a record. A sample address book containing Crestron offices around the world appears. When you select an office, its address information is displayed. You can browse the database, add and delete records, and modify information in a record. If you select an option that requires entering information, a keyboard appears on the touchpanel so you can type the necessary information.
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Introduction
What is Crestron e-control™ Database Manager?
Crestron e-control Database Manager (SW-DBM) empowers any Crestron control system with database capability.
Simply by asserting specific signals, your control systems can send arbitrary text, whole text files, canned messages, alerts, status updates, etc., to any e-mail address. Messages can be sent to a control system for display and to assert specific signals.
The term “server” does not imply a need for specialized hardware. Any PC meeting the minimum requirements on page 7 will suffice to run swserver.exe.
The actual database access is not carried out by the control systems themselves, but by the freely distributed Crestron e-control Software Server. SW-DBM is a licensable component of this “server” application (swserver.exe) which is hosted on a standard PC running Windows® 95 or Windows NT® and provides the following core technologies:
Signal-level communications with the control system
Access to database tables
Access to external services (such as e-mail servers) through the PC’s network
connection.
The server is connected to the control system via either a serial cable through an RS-232 port or an Ethernet network through a LAN port. To effect the latter type of connection, the control system relies on an intermediary, the Crestron CNX Gateway, to translate communications protocols.
To aid in making all this clear, the following illustrated discussion of system terminology and topology should prove useful at this point.
System Terminology and Topology
This manual simultaneously discusses several different inter-connected computer systems. To reduce confusion, throughout the manual, these systems are referred to using the terms in the following table. (Also refer to the diagrams on the next page.)
Term Explanation
The system
or the control system
The server
or the software server
The gateway
or the CNX Gateway
The control system(s) are connected to the server via direct RS-232 serial connection or via TCP/IP to the gateway and thence via TCP/IP to the server.
One of a number of Crestron control system(s), which may include any combination of the following models: CNMS, CNRACK,
CNMSX-PRO, CNMSX-AV, and CNRACKX.
The Crestron Software Server, swserver.exe, which runs on a PC under Microsoft® Windows® 95 or Windows NT®.
A communications conduit that sits between the server and the control system(s).
NOTE: “Connected via TCP/IP” means any node (computer) visible on the Local Area Network (LAN). If the LAN is connected to the Internet, this could include any node visible anywhere on the Internet. Since a node can also see itself, this implies that multiple services can run on the same machine. For example, the gateway and the server can be “self-hosted” in this way.
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In the illustration that follows, the communication pathways are represented by the arrows. The physical network is not represented, however.
System block diagram, showing communication pathways (all connections using TCP/IP):
Crestron
control system
Crestron
CNX
Gateway
Crestron
VT-3500 VT-3500 VT-3500
Software
VT-3500 VT-3500 VT-3500
Server
Database
System block diagram, showing communication pathways
(curved arrows are RS-232 serial connections; straight arrows are TCP/IP):
Crestron
control system
Crestron
control system
Crestron
control system
Crestron
VT-3500 VT-3500 VT-3500
Software
VT-3500 VT-3500 VT-3500
Server
Database
NOTE: The CNX Gateway is not necessary when using RS-232 serial communications.
TCP/IP connections between the server and the control systems require that each side of the connection be provided with the IP address of the other. This kind of connection also requires the use of the CNX Gateway which is separately licensed software that facilitates communication between the server and the control system. The CNX Gateway is typically installed on the server (when sufficient TCP/IP sockets are available) or it can be installed on any computer visible (i.e., pingable) on the TCP/IP network. There only needs to be one Gateway running on one computer to service the needs of all the computers and CNX control systems on the network. However, multiple Gateways are perfectly permissible as long as they are run on different computers.
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Leading Specifications
Specifications Table
SPECIFICATIONS DETAILS
SWSERVER.EXE
(included with this package)
CNMS/RACK Operating System Version 3.18.12 or later CNMSX/RACKX Operating System Version 5.09.25 or later CNMSX/RACKX Monitor Version 5.09.25 or later CNMSX/RACKX TCP/IP Stack Version 5.09.10 or later CNX Gateway Version 2.08.04 or later SIMPL™ Windows®
VisionTools™ Pro (VT Pro-e) Version 2.0.8.2 or later
Version 1.4
Version 1.4 or later; or Version 1.3 with Symbol Library Update 067 or later
Requirements
The server should meet these minimum system requirements.
Windows 95/98/NT Operating System hardware requirements
32 MB RAM 100 MB hard drive space 133 MHz or faster Pentium processor
A faster processor is recommended for serving multiple connections
simultaneously
Precise CNSP-532 specs are available in the Crestron Cable Database.
800 x 600 or higher screen resolution COM ports
Required to make serial (RS-232) connections to control systems (one port per control system). (See Cable requirements below.)
Network Interface Card
Required to make TCP/IP connections to control systems.
TCP/IP sockets
(These are software constructs provided by your operating system. The maximum number of sockets is operating system dependent.)
Server requires one socket per server–control system connection
Required for EtherNet control system connections only. The maximum number of sockets is operating system dependent.
CNX Gateway (see below) requires one socket + one additional socket per
server–control system connection
Cables
Null modem cable, Crestron model CNSP-532 or equivalent
Required for serial control system connections only. Warning: Do not use a generic null modem cable.
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Auxiliary software
CNX Gateway
Required for TCP/IP (EtherNet) connections between the server and the control systems. Not required for serial connections.
SMTP Express
Recommended to reduce server overhead and improve server responsiveness while e-mail is being sent.
Installation
As of this writing, the Crestron Downloads page can be found at:
http://ftp.crestron.com/library/
A 15-day free trial follows initial installation. If you are still within the 15-day period, you have the option to postpone licensing and skip to the next section.
Server components are separately licensed. A license for the e-mail component must be obtained from Crestron even if other components are already in use.
To install the Software Server, first download the installer package from the Crestron FTP site. To do this, first go to the Crestron website and select the Downloads page. New users must register. Proceed to the ECONTROL Library. Simply click on SW-DBM.EXE to start the download.
Once the install package arrives on your PC, double-click the icon to initiate the install. Directions for the install are provided. The package is typically installed in C:\Crestron\econtrol. During the install, the package reminds the user that a CNX Gateway is required. (This is actually only true for TCP/IP connections. Direct RS-232 connections do not require the CNX Gateway.)
Licensing
Both the Software Server and the CNX Gateway are a licensed products, which means that although both software packages may be freely downloaded from the Crestron FTP site, use of the software requires purchase of licenses from Crestron. Each server running the Software Server must be individually licensed. In addition, to use Ethernet, you must acquire a CNX Gateway license with sufficient connections to accommodate all servers and control systems on your network.
Each package, once installed, generates a “Site Code” specific to the server on which it is running. Upon being provided with these Site Codes, Crestron can issue the appropriate “Site Keys,” which, once entered into each package’s licensing window, enables the full functionality of the software.
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Obtaining a License
e-control Software Server – Upgrade/Transfer License window showing “unlimited” database license — shown activated (checked)
You must use the Copy button to copy the SITE CODE to the clipboard. (Copying with Ctrl+C does not work from this field.)
Open the server application. Select Server | License to open the e-control Software Server – Upgrade/Transfer License window, shown above. The license can be
obtained over the phone or via e-mail. Call Crestron Customer Support with the “Site Code” shown in the Site Code field. However, it is easier and far more reliable to copy the “Site Code” into an e-mail message addressed to license@crestron.com. Once received, Crestron Customer Support issues a “Site Key” which must either by typed or pasted into the Site Key field of the window. Once entered, click on the Update License button. If the key is valid, the licensed components appear in the list above. Before closing the License Window, be sure to activate the components you plan to use. In the above example, the user has checked the box next to SW-DBM.
It is permissible to exit the program while waiting for a “Site Key” to be issued. The application can be restarted and the “Site Key” entered at a later time. The “Site Key” issued is only valid on the same computer. It does not work on a different computer.
The License Window of the CNX Gateway is almost identical to the above. See the documentation that comes with the Gateway package for specific instructions.
Transferring an Existing License to Another Computer
As mentioned, a license is only valid on the computer for which it was obtained. However, a license can be transferred from one computer to another without the need to contact Crestron first. There are several reasons to transfer a license. The application developer may set up the system off-site, then transfer the license to the actual computer on-site when ready. Alternatively, if the hardware or operating system on the computer where the server is licensed is upgraded, the license may cease to be valid, but could be transferred to another computer before the upgrade and then back to the original machine after the upgrade.
On both the source computer (where the license is currently valid) and the destination computer (where the license is to be transferred), open the server application. Select Server | License to open the e-control Software Server –
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Upgrade/Transfer License window (shown above). Make sure this window is active on both computers.
Step 1. On the destination computer, create a preparation file on a diskette in the A: drive by inserting a blank, formatted diskette and selecting Prepare Diskette. This creates a file on the diskette which indicates who is receiving the license. A second, backup copy of the file is also created. Alternatively, these files can be created on another portable media (e.g. Zip disc) or a network drive by simply browsing for a new file location in the save file window. If you plan to transfer via a network drive,
first make sure that both computers have the appropriate read/write access to the drive and folder being used.
Step 2. After the above step has completed, remove the diskette from the drive and insert it into the source computer’s floppy drive. Do not flip the write-protect tab; the diskette must remain write-enabled. Click on the Transfer License button. The source computer reads the preparation file to see which computer wants the license. It encodes the license for the destination and writes it back to the same file on the floppy diskette (or network drive). The source computer has now passed the license to the file. Only the designated computer can use the license, so the server is no longer licensed on the source computer.
NOTE: At this point in the transfer procedure the server license resides on a file on the diskette or network drive, and not on the computer. If this file should become lost or damaged, the license is lost as well. Because of this, please use the utmost care while performing this transfer.
Step 3. Bring the diskette back to the destination computer. Click on the Transfer License button. The computer reads the license information off the diskette and
transfers the license to itself. The server is now licensed on this machine.
Basic Server Setup
This product requires a proper physical connection between both “sides” of the system — the server and the control system. Furthermore, the software on both sides must be properly configured. As previously discussed, the connection can be either serial via RS-232 cable or Ethernet via Local Area Network (LAN). Choose your mode of communication and refer to the following sections to make the proper physical connections and to configure the software.
The following sections include specific notes in italics for setting up the server and the control system to run the included demo programs. Although the focus is therefore on the demos, the same basic procedures would be followed to ready the system for any other programming as well.
The files for all three demos are in a folder called demos which can be located through the following Start Menu shortcut:
Start Menu
Inside this folder there are three individual demo folders and support files:
demoDBM.vtp VisionTools touchscreen project file demoDBM.hex compiled VisionTools file demoDBM.ini Server’s Configuration Settings file which accommodates all three demos DBMdemo.mdb Sample database file for use with all three demos
| Programs
| Crestron
| e-control Database Manager
| Database Manager Demos
demo1 demo2 demo3
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The installer registers demoDBM.ini as the currently selected Configuration Settings file. (If the server’s title bar does not read “e-control Database Manager Demos,” use the File | Configuration file… command to reset it.) This file configures the server for all three demos.
Each demo folder contains the following files:
Demo?COM.smw SIMPL Windows project file (RS-232 version) Demo?TCP.smw SIMPL Windows project file (TCP/IP version) demo?COM.bin compiled SIMPL program code (RS-232 version) demo?TCP.bin compiled SIMPL program code (TCP/IP version)
RS-232 is featured in the Quick Setup Guide because it is easy to set up. Because we anticipate strong interest in TCP/IP, we have pre-built both versions for your convenience.
In the above, ? stands for the demo number. The two versions of the SIMPL program for each demo, (COM and TCP) are almost identical, both being configured for a CNMSX-PRO, using the front panel device and a touchpanel with
CRESNET ID = 03. Both versions have ports defined for both serial (RS-232) communications via the CNMSX-PRO’s built-in COM A port (slot 4, port A), and EtherNet (TCP/IP) communications via the LAN port on a CNXENET card installed in the CNMSX-PRO’s DPA slot. In the COM versions, the TCP/IP port is commented off while in the TCP versions, the RS-232 port is commented off. This
is the only difference between the two versions.
The following sections separately describe the setup procedures for connecting multiple control systems via either RS-232 or TCP/IP connections. Actually, a mixture of connections is permitted. For example, two control system might be connected via RS-232 (using the COM1 and COM2 ports) while two more might be simultaneously connected via the TCP/IP network connection.
In the following, the indented, italicized paragraphs contain advice on setting up the server and a control system specifically to run the supplied demo files. You will find that most of the steps have already been accomplished because they are specified by the supplied demo configurations.
Communications Setup
Server Side
1. Run server application by selecting Database Manager from the Crestron
folder of your Start menu.
2. Select config file. Specify a Configuration Settings file (.ini file) by selecting
File | Configuration File…. Refer to “Specifying a Configuration File,” page
16.
The server is installed with a demomail.ini pre-selected as the default configuration file. (This is intended to simplify the Quick Start Guide.)
Set communications mode. Select Server | Configure and enter a password to open the Configuration Options window. (Refer to “NOTE: If the server cannot open a specified configuration file, it uses default values for all options. If any changes are made, a new config file is created using the specified pathname when the OK or the Apply buttons are actuated
3. Password Access,” page 16). Select the COM Settings tab. The settings for
each connection to a control system must match those on the other end (the control system side) of the actual connections. Click on each connection in turn, click the Modify… button, and choose either RS-232 (and select the port and speed) or TCP/IP (and set the IP address and IP ID). Click OK to make the changes for each connection.
The demos are pre-configured to use RS-232.
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Control System Side, RS-232
Serial communication requires wiring the server directly to the control system.
NOTE: Serial communications requires neither the CNX Gateway software nor the use of an Ethernet network.
1. Connect PC for programming purposes. For each control system to be
connected to the server, temporarily connect the PC containing the control system and touchscreen project files to the control system via a serial cable between any available COM port of the server and the COMPUTER port of the CNX control system. (This could be — but need not be — the same physical machine that runs the Software Server.) Refer to the CNMSX manual (latest revision of Doc. 8118) for instructions. This connection can be removed once the control system is programmed.
2. Install control system program. Upload the compiled SIMPL Windows
program file (.bin file) to each control system.
As supplied, the demo programs are configured for a CNMSX-PRO control system. For other models, using SIMPL Windows, convert the program as described below and recompile.
3. Install touchpanel pages. Upload the compiled VT Pro-e project file (.hex
file) to each control system.
As supplied, the demo touchpanel file, which contains pages for all the demos, is configured for a CT-3000 touchpanel; and the accompanying .hex file is compiled for same. This file however also works fine with an LC-3000, CT-3500, and a VT-3500. If you have one of these models, go ahead and upload the .HEX file as is. If you are working with another panel, convert the file to your target panel and recompile.
4. Connect to server. Connect null-modem cables (Crestron model CNSP-532)
from each control system to the server. Each connection requires its on COM port on the server side. The port to use on the control system depends on the specific model:
CNMSX-PRO. Use one of the built-in COM ports.
The demo files are all configured for a CNMSX-PRO using COM A (slot 4, port A).
CNMSX-AV. Use one of the built-in COM ports.
Use SIMPL Windows to convert the demo files. In the Configuration Manager, drag & drop a CNMSX-AV system onto the CNMSX-PRO. The converted system does not have a front panel, so compile “notices” appear — which can be ignored.
CNRACKX. Install a CNXCOM-2.
Use SIMPL Windows to convert the demo files. In the Configuration Manager, drag & drop a CNRACKX system onto the CNMSX-PRO. The converted system has a CNXCOM-2 card in slot 4; use Port A. The converted system does not have a front panel, so compile “notices” appear — which can be ignored.
CNMS. Install a CNCOMH-2 card. Use of the built-in COM ports for the present
purpose is not recommended.
Use SIMPL Windows to convert the demo files. In the Configuration Manager, drag & drop a CNMS system onto the CNMSX-PRO. The converted system has a CNCOMH-2 card in slot 5; use Port A. The converted system does not have a front panel, so compile “notices” appear — which can be ignored.
CNRACK. Install a CNCOMH-2.
Use SIMPL Windows to convert the demo files. In the Configuration Manager, drag & drop a CNRACK system onto the CNMSX-PRO. The converted system has a CNCOMH-2 card in slot 4; use Port A. The converted system does not have a front panel, so compile “notices” appear — which can be ignored.
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Control System Side, TCP/IP
For more information on control system TCP/IP setup, consult the e-control Overview document, overview.pdf, installed with the CNX Gateway software; or the SIMPL Windows release notes, installed with SIMPL Windows.
TCP/IP communications requires a control system with a LAN/Internet port. Therefore, a CNX generation control system is required (CNMSX-AV, CNMSX-PRO, CNRACKX, or CNRACKX-DP). The CNX control system and the server are both connected to the same network. This connection, once properly configured, can then be used both for system communications (uploading, Test Manager support, Viewport functions) and run-time server/client (server/control system) communications as well. (The latter function however requires the addition of the CNX Gateway software.)
1. Install Ethernet card. Install the CNXENET card into the Direct Processor
Access (DPA) slot of each CNMSX. Refer to the CNXENET manual (latest revision of Doc. 8129) for instructions.
2. Connect server. Connect the CNX control system(s) to the server using one of
the following two methods:
(1) Connect the control system into the same LAN as the server. Use a
commercially available Ethernet hub to expand the number of connections available by plugging in the LAN, the server, and the control system into the same hub.
(2) Alternatively, make a two-device private network by connecting an
Ethernet “crossover” cable between the Ethernet port of the server’s Network Interface Card and the LAN port of the CNX control system’s CNXENET card. Do not attempt this with a regular Ethernet cable.
3. Connect PC for programming purposes. For each control system to be
connected to the server, temporarily connect the PC containing the control system and touchscreen project files to the control system via a serial cable between any available COM port of the server and the COMPUTER port of the CNX control system. (This need not be the same machine that will run the Software Server.) Refer to the CNMSX manual (latest revision of Doc. 8118) for instructions. This connection can be removed once the control system is programmed. Open the Viewport and issue the Setup | Communications Settings… command to reconfigure communications for RS-232.
4. Check firmware versions. Before proceeding, however, verify that the CNX
control system has been loaded with the proper versions of firmware. Still in the Viewport, select File Transfer | Update Control System to bring up a window box containing the current versions of monitor, operating system, and TCP/IP stack. Verify the versions per the
5. Leading Specifications (page 7).
In early versions of the CNMSX, it may be necessary to upgrade to an intermediate version of the monitor first and then to the required version of the monitor. (The Viewport issues a notice if this is necessary.)
To upgrade any of these files, retrieve a copy of the latest upgrade package from the Crestron website (OPSYS Library). These files have an extension of .upz which contains all three system components in one compacted file. Once downloaded, browse for the appropriate file in the Update Control System window. Click Send to upload the files to the control system. (When upgrading the system in this manner, always send all three components to avoid incompatibilities.)
6. Define control system IP address. Still in the Viewport, select Functions | Set
Control System IP Information. The Set Control System IP Address window opens. Assign an IP address for the CNX control system. The address should be obtained from the MIS department. The IP address has four fields separated by periods (e.g. 192.168.2.3) and must be unique. Click OK.
7. Enter gateway address. Still in the Viewport, select Functions | Setup IP
Table to open the IP Table window. Click on the Retrieve Current IP Table
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from Control System button to display the current listing. Verify that the IP address for the PC running the CNX Gateway (often but not necessarily the server itself) appears with an IP ID of 03. If it does not appear, use the Add… button to add an entry for IP ID 03. Then click the Send IP Table to Control System button.
8. Switch to TCP/IP. Now that TCP/IP is properly configured, the Ethernet
connection can be used for all subsequent system communications (from SIMPL Windows, Test Manager, Vision Tools Pro-e, and all Viewport functions). See the section below titled Test Communications. Open the Viewport and issue the Setup | Communications Settings… command to reconfigure communications for TCP/IP. The serial cable can now be removed.
9. Install control system program. Upload the compiled SIMPL Windows
program file (.bin file) to each control system.
As supplied, the demo programs are configured for a single CNMSX-PRO control system. For other models, use SIMPL Windows to convert the program as follows and recompile:
CNMSX-AV.
In the Configuration Manager, drag & drop a CNMSX-AV system onto the CNMSX-PRO. The converted system does not have a front panel, so compile “notices” appear — which can be ignored.
CNRACKX. Install a CNXCOM-2 card in slot 4 and use Port A.
In the Configuration Manager, drag & drop a CNRACKX system onto the CNMSX-PRO. The converted system has a CNXCOM-2 card in slot 4; use Port A. The converted system does not have a front panel, so compile “notices” appear — which can be ignored.
10. Install touchpanel pages. Upload the compiled VT Pro project file (.hex
file) to each control system.
As supplied, the demo touchpanel file, demomail.vtp (which contains pages for all five demos), is configured for a LC-3000 touchpanel; and the accompanying .hex file is compiled for same. This file however also works fine with an CT-3000, CT-3500, and a VT-3500. If you have one of these models, go ahead and upload the .hex file as is. If you are working with another panel, convert the file to your target panel and recompile.
Test Communications
At this point, test your connections.
RS-232 Control Systems
Use the Viewport to verify communications between the server and the CNX control system. Select Diagnostics | Establish Communications. If properly connected, the PC responds with the COM port and baud rate.
TCP/IP Control Systems
First test the IP address of the CNX control system by “pinging” it. From a networked PC bring up an MS-DOS prompt (Windows 95/98) or “Command Prompt” (Windows NT) and type “ping <IP ADDRESS>”, as shown below. The control system responds with several lines “Reply from address < IP ADDRESS >…”. If no response is received from the “ping” to the IP address of the CNX control system, repeat the procedure in “Control System Side, TCP/IP,” page 14.
C:\WINDOWS>ping 132.149.2.2
Pinging 132.149.2.2 with 32 bytes of data:
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Reply from 132.149.2.2: bytes=32 time=8ms TTL=60 Reply from 132.149.2.2: bytes=32 time=5ms TTL=60 Reply from 132.149.2.2: bytes=32 time=5ms TTL=60 Reply from 132.149.2.2: bytes=32 time=5ms TTL=60
Once a reliable connection is established, test that the CNX control system is listening and responding properly. Reconfigure Viewport communications to use TCP/IP by selecting Setup | Communications Settings. Once the Port Settings window opens, select TCP/IP as the Connection Type. For IP Address, Click on Fixed and enter the CNX control system IP address in the active field. Test the new connection by issuing the Diagnostics | Check Operating System Version command.
Additional Server Side Setup
In addition to properly setting up and testing communications with each connected system, the following steps are also required to make the server operational:
1. Select database file. Supply the full pathname to the database under the
COM Settings tab. This file is the sole source of all database tables accessed by all signal blocks. See “The Database File,” page 32, for additional information.
The demos are pre-configured to point to the file DBMdemo.mdb in the demos folder.
2. Indicate control system connection. Point each active signal block to a COM
Settings definition. (If you have not yet defined the connection through which this signal block will communicate, you can leave this blank for the now. However, the signal block cannot be activated until it references a COM Settings definition.) See “COM Settings,” page 23, for a description of how to point a signal block to a COM Settings definition.
All the signal blocks in the demo configuration already point to a COM Settings definition.
Server Configuration In Depth
This section is a reference to all the options available in the Configuration Options window. Changes to options in this window are saved to the current Configuration Settings file when the OK or the Apply buttons are actuated. Therefore, it is important to make sure you are operating on the appropriate Configuration Settings file before opening the window.
Specifying a Configuration File
The installer registers the file demoDBM.ini as the current Configuration Settings file. This file pre-configures the server for all three demos, and particularly for use with the Quick Start Guide — which instructs you to load demo1.
You can use the File | Configuration file… command to select a Configuration Settings file of your choice. The file pathname so specified is stored in the Windows registry on your machine. In addition to specifying the configuration filename, this command also instantly reconfigures the server based on the named file. This is a very useful feature for the developer working on multiple projects.
NOTE: If the server cannot open a specified configuration file, it uses default values for all options. If any changes are made, a new config file is created using the specified pathname when the OK or the Apply buttons are actuated
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Password Access
Access to the server’s Configuration Options window is password-protected. This is to prevent end-user meddling with the configuration options, which can very possibly disable the server’s proper operation.
Select Server | Configure. The server prompts the user for a password. Enter crestron2 which displays all tabs. Entering anything else displays the General tab only.
The configuration password dialog — controls access to the Configuration Options window
The Configuration options window, General tab, showing all tabs (correct password entered).
Level 1 and 2 passwords may be changed from the General tab. Click on the Change Password button to open the Change Password window. Enter the old password and the new password twice. Click OK to complete the change.
Resetting the Configuration Password
In the event the password is misplaced, be aware that it is not stored in readable form. Rather, values derived from the password is stored in the configuration files. The password can effectively be reset by locating the configuration file and then either deleting or editing it.
Use the File | Configuration file... command to note the pathname of the currently selected configuration file. Exit the server.
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Deleting the file means that all configuration variables revert to their default values the next time the server is run. The problem with this approach, of course, is that you lose any settings already made.
To reset the password only (without affecting the rest of the configuration), edit the
.ini file using the Notepad application (Start | Programs | Accessories | Notepad). Locate and delete the following key in the [GENERAL] section (the
value may differ):
privilegeLevel_2=180350152
Exit the Notepad application, saving the file. The password is now reset to its default — which is “crestron2.” Run the server again. Issue the Server | Options... command. Enter the default
password. You can now change the password to whatever you want by clicking the Change Password button.
COM Settings Definition
A data structure called a “system” must be created for each connection you intend to make to your control systems.
All active signal blocks (Signal Blocks tab) must reference such a structure. See “COM Settings,” page 23, for instructions on defining such a reference for your signal blocks.
The COM Settings tab
The COM Settings tab of the Configuration Options window contains a list of data structures called “COM settings definitions” which represent connections to control systems. From this tab, you can activate and deactivate such definitions, and define additional ones.
NOTE: Connections may be defined before or after signal blocks are defined. However, signal blocks cannot be activated until they reference a defined connection.
Refer to the figure below. To remove a COM settings definition, select it and click the Remove button. To duplicate an existing definition, select it and click the Duplicate button. The new
definition differs from the original in that it is given a unique name which is derived from the name of the original, incremented by one. (If the original did not end in a number, the name of the duplicate is the name of the original with a “1” suffixed to it.)
Click the Add… button to define an new connection; or select one of the definitions already listed and click Modify… to modify it. The COM Settings window opens:
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The Configuration Options window, COM Settings tab, showing the only connection defined in the demo configuration (selected).
COM Settings definitions (connections) can be active or inactive. A check in the box next to the definition name indicates that the connection is activated. If not activated, it is ignored when the server protocol is started.
The COM Settings window
The COM Settings window for the connection defined in the configuration for demo 1, showing RS-232 communications selected …
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… and if TCP/IP communications were selected, it would look like this (fictitious IP address shown):
Definition name
Each COM Settings definition requires a unique name. A field for this data can be found at the top left of the COM Settings window. We recommend choosing a name that reflects either the location of the control system (such as SUITE3) or its function (such as PHONEBOOK).
This name is used in the server’s user interface to identify the system data structure. It is also sent along with error messages to the actual control system to identify the source of an error resulting from processing one of the system-level signals defined herein.
Control system generation
Here you specify the type of control system. The server uses this information to take into account minor differences in the way the older generation of Crestron control systems functioned in terms of timing and data capacity.
Communications mode
In this frame you choose RS-232 or TCP/IP connections. The details are described in the Server Side configuration sections for RS-232 (page 13) and TCP/IP (page 14).
System-level signal definitions
In this window you can also define optional system-level signals by checking the appropriate boxes. Doing so defines a special signal block which communicates with its own Intersystem Communications symbol in your SIMPL Windows program. In this case, you should also fill in the Signals field, as follows:
Signals
This is the offset of the Intersystem Communications symbol in your SIMPL Windows program. The connection’s signal block must not overlap any other signal block (channel 1 of) these COM settings or else the server protocol will not be able to be started.
Refer to the “Signal Reference” section, which begins on page 58, for more information on each of the signals listed in the window.
Signal Block Definition
Data structures called a “signal blocks” are created on the server, each communicating with its own Intersystem Communications symbol on a control system. Each active signal block must reference a “COM Settings” data structure which defines a connection to a control system. See “COM Settings Definition,” above.
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A “signal block” is a software construct defined in the server which communicates with Intersystem Communications (XSIG) symbols in the SIMPL program running in your control system.
The Signal Blocks tab (see below) displays a list of defined signal blocks. Two types of signal blocks are available with an SW-DBM license:
Custom Scroller for interactive display and maintenance of an arbitrary
database table.
Standard Scroller a subset of the above; for interactive display of up to two
fields from a database table; typically used in support of a separately licensed server component (such as SW-EMAIL) (especially when not also licensed for SW-DBM); conforms to SIMPL symbol Receive e-Mail.
Without an SW-DBM license, Standard Scroller signal blocks cannot be directly enabled via a signal from a control system. In that case, they are only useful when attached to another type of signal block designed to control scrollers. Examples of such controlling signal blocks include, among others, the e-Mailer and e-Mailbox signal blocks provided with an SW-EMAIL license. Such signal blocks can use scrollers in support of their primary function. For example, an e-Mailer (e-mail sender) can use scrollers to display an address book and prepared messages; an e-Mailbox (e-mail receiver) can use them to display an IN box and a message. When attached to a controlling signal block, a scroller is enabled automatically when the controller is enabled.
With an SW-DBM license, a Standard Scroller can be enabled directly, and so can be used on its own whenever the full functionality of a Custom Scroller is not called for. Standard Scroller signal blocks are simpler, involving far fewer signals and options. Their signal configuration is static and designed to interface with the included Standard Scroller SIMPL Windows macro. (If you use a Custom Scroller, you cannot use the macro.)
Specific differences between the two types of scroller signal blocks are summarized in below:
Standard scroller options
no license required
Enable signal non-functional except in simulation (from Signal Analyzer window). Enabled signal sent by server as usual (but not available through DBMScroller macro).
Maximum of 8 rows x 2 columns Any number of rows/columns in displayed list e-Mail data echoed through e-Mailer signal
block only
Same Specify list fields, data fields, and SQL queries Same Sort by list fields or ID field
N/A Modify any field(s) through Write signals N/A Add new records N/A Delete “picked” record N/A Local error reporting signals N/A Successive query signals N/A Auto-pick feature
Custom scroller options
SW-DBM license required
Fully functional Enable and Enabled signals
Echo selection of fields from “picked” records through Data signals
The Signal Blocks tab
The signal blocks tab contains a list of the currently defined signal blocks. Refer to the figure below.
To remove a signal block definition, select it and click the Remove button.
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To duplicate an existing definition, select it and click the Duplicate button. The new definition differs from the original in that it is given a unique name which is derived from the name of the original, incremented by one. (If the original did not end in a number, the name of the duplicate is the name of the original with a “1” suffixed to it.)
New signal blocks can be added by selecting a signal block type from the New signal block type list box and clicking the Add… button. Existing signal blocks can be modified by highlighting the signal block in the Defined signal blocks list and clicking the Modify… button.
The Configuration Options window, Signal Blocks tab, showing all the signal blocks defined in the demo configuration. As shown, all three signal blocks are active (checked); and the custom scroller signal block for demo1, ADDRBOOK, is selected.
Signal Blocks, once defined, can be active or inactive. A check in the box next to the signal block name indicates that the signal block is activated. If a signal block definition is not checked, it is ignored when the server protocol is started, neither accepting nor responding to incoming signals in its range. Inactive signal blocks are not considered for signal space conflicts with other signal blocks when the server protocol is started.
NOTE: Signal Blocks may be defined before or after the COM Settings to which they need to refer are defined. If the signal block is defined first, you will not be able to specify the COM Settings yet. This is permitted. However, such signal blocks cannot be activated until they reference defined COM Settings.
The server can have any number of signal blocks defined and active simultaneously. Selecting a signal block from the list in the Signal Blocks tab and clicking the
Modify… button — or defining a new signal block with the Add… button — opens a signal block definition window.
Such a window shows a particular signal block definition. The definition includes:
Interface definition. The options across the top of the Signal Block Definition
window are common to all types of signal blocks and include the signal block’s name, system connection, and signal offset. (The term interface refers to the
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server-signal block interface; i.e., information that all signal blocks must have to be handled by the server as signal blocks.)
Optional signal definitions. Words shown in the Signal Block Definition window
in bold case are names of optional signals implemented by the signal block. These are included in the signal block definition (they are "defined") either by checking the adjacent checkbox, or (in the case of a set of enumerated signals) by supplying a non-zero number in the adjacent text field. Undefined signals do not appear in the signal list and must not appear in the matching Intersystem Communications symbol on the control system side. Be aware that there may also be a number of non-optional signals which are not shown in the window.
Behavior options. These have specific effects on signal block behavior when the
server protocol is running.
The highest numbered signal in the signal block’s input or output signal lists is shown in the box in the upper-right corner. This is based on the signal offset entered in the adjacent box and the current signal block definition. This value is updated synchronously as the user interacts with the window. This box turns red when the highest analog or serial signal number on either the input or the output lists exceed 1023; or should the highest digital signal number exceed 4095.
Interface Definition
All signal blocks require the following basic information. Fields for these data are shown across the top of all Signal Block Definition windows.
Name
A unique signal block name is required here. This name is used in the server’s user interface to identify the signal block. It is also sent along with error messages to the control system to identify the source of the error. We recommend choosing a name that reflects either the location of the control system (such as BOOTH3) or its function (such as PHONEBOOK).
COM Settings
The COM Settings list box contains the names of all the COM Settings definitions from the COM Settings tab. Point the signal block to a particular COM Settings definition by selecting it from the list.
Each signal block must be associated with a control system. Control systems are defined separately under the COM Settings tab. You may define the signal blocks first if you like, then define the systems, and come back and make the associations later. Note, however, that signal blocks cannot be activated without first associating a system, through its COM Settings connection, with the signal block.
Channel
For systems with multiple Virtual COM Port channels defined, select a channel here.
Signal Offset
When a signal block shares a signal space (a channel) with another signal block, they both cannot begin numbering their signals at 0. In such a case, supply values space the signal blocks’ signals properly — such that they do not overlap with each other. If any signal blocks’ signal spaces overlap, attempting to start the server protocol results in an error.
Auto-enable
If this box is checked, the signal block is automatically enabled when the server protocol is started.
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Standard Scroller Signal Block Definition
NOTE: The reader is urged to refer to the Signal Reference for more information about the signals discussed in these sections.
A “standard” scroller is a very simplified form of the full-featured “custom” scroller (described in the following section). The Standard Scroller features the following:
A static signal block definition. That is, unlike the Custom Scroller, the
selection of signals that comprise the signal block of a Standard Scroller cannot be changed. Certain options that control the behavior of the signal block can however be changed (as described below).
Conforms to the DBMScroller SIMPL macro. Due to the static definition, the
supplied macro can be used in your SIMPL programming.
Useful for browsing a database table and selecting a record therein. Cannot
display the records, however.
Scroller display is limited to 8 (rows) x 2 (columns), maximum.
Does not require an SW-DBM license. If licensed for any other component that
can make use of interactive database table displays (such as SW-EMAIL, for example), access is automatically conferred for creation and use of Standard Scroller signal blocks. (If also licensed for SW-DBM, custom scrollers may be used by such components.)
The Standard Scroller Signal Block Definition window looks similar to the Custom Scroller Signal Block Definition window. The difference is that in the former, optional signal definitions are disabled.
The Standard Scroller Signal Block Definition window, showing the definition of a hypothetical 4-row x 1-column “standard” scroller.
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Default Query
This textbox contains the number of the query from the Queries table ID field that this signal block performs when it is enabled.
List Rows and List Columns In Use
Sets the number of rows and columns in use by the scroller. These values must be within the range of the number of rows and columns defined (see below, under “Custom Scroller Options”).
Sort
Each scroller table must have an ID field. This number makes each row distinct from every other row. To have the rows display in the order of this field, select the by ID field option. If you want the rows to display sorted by the list fields you specified in the Queries table, select the by list fields option.
To display the values from highest to lowest, check the Descending checkbox.
Scrollbar
If you defined the Scrollbar signal (above), these options select between a line mode scrollbar and a bar mode scrollbar. Demos 1 and 3 use a line mode scrollbar; Demo 2 has a bar mode scrollbar. You can also invert the direction of the scrollbar by checking the Invert direction box.
Blank Scroller Upon
This group of specify when the server will “blank” the scroller. As you can see from the figure, a Standard Scroller can be blanked when the server protocol is started and/or halted; and/or when the signal block is enabled and/or disabled. (The between levels of successive query option is disabled because it is only relevant to the successive query signals which are only available in a Custom Scroller.)
Other Signals
Non-optional signals implemented by the both standard and custom scrollers are not listed in the Scroller Signal Block Definition windows. These include Enable and Enabled; Done; and First, Prev, Next, and Last.
Discard “type-ahead”
This option is recommended (and is checked by default in a new definition).
Custom Scroller Options
Selecting ADDRBOOK and clicking the Modify… button opens the Custom Scroller Signal Block Definition window.
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The Custom Scroller Signal Block Definition window, showing the defintiion of the ADDRBOOK scroller from demo1.
This window allows the user to customize a scroller signal block to fit his needs. For example, to set up a touchscreen scroller with 16 rows and 4 columns using list fields and displaying 24 data fields, as described in Query 17, just enter the numbers here.
Check the signals QueryDescription and Scrollbar to include them in the signal block definition.
Successive Query
Check this box to use the successive query technique used in Demo 2. You must also indicate how many levels of GoLevel and GoLevelEcho signals are to be used in the successive query. See “Successive Queries,” page 38, for complete information.
List Rows and List Columns Defined
Sets the number of rows (r) and columns (c) defined for the scroller signal block. These are reflected in the number of List
and Pickr signals. That is, there are r x c
r,c
List signals and r Pick signals.
Local Feedback
Check this option to define the three error signals (ErrString, ErrNumber, and ErrTrigger) in the signal block. These signals are routinely used by the server to
report errors to the control system. See the “Signal Reference” beginning on page 58 for more information. If these signals are not defined here, errors are reported instead to the signal block that “owns” the scroller, if any. If that signal block also does not define its error signals, errors are reported to the control system through the system signal block. If that system signal block also does not have its error signals defined, the errors are not reported to the control system at all, although they are still added to the server’s error log.
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Special Modes
Check the Auto-Pick box to send a Pick1 signal automatically on each scroll action.
Data Fields
The Data Fields Defined textbox defines the number of Datad signals. The Data Fields Filter textbox defines the initial value of the data filter bit pattern. See page
54 for a discussion of “Bit Patterns.’ The control system can change the data filter bit pattern at run-time using the DataFilter signal. See the entry for the DataFilter signal in the Signal Reference for more information.
Edit Signals
Checking the Edit Signals box defines the Writed signals. See the entry for the Writed signal in the Signal Reference for more information.
Buffer
Checking the Buffer box enables the UpdateRec signal that copies changed scroller records to the database. In the current version of the server, this signal is not implemented; the Write signals currently update the database.
Server Windows and Menus
This section contains descriptions of the server’s two main windows, the Server Monitor window and the Signal Analyzer window.
The Server Monitor Window
While the server protocol is running, the Server | Start w/Signal Analyzer command from the Server Monitor window opens the Signal Analyzer window. (If the server is already running, toggling Server | Signal Analyzer does the same thing.)
The Server Monitor window. The server protocol has been started with a single system connected via RS-232. Note the name of the currently loaded configuration in the title bar.
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The Message Log Frame
When the server protocol is running, the Message Log frame shows status and error messages; for example, it lists each time the protocol is started and halted.
The System Connection Status Frame
This frame contains a colorful legend above a series of small numbered rectangles, representing each of the defined systems. The color of a control system’s rectangle indicates its connection status, according to the legend. When the server protocol is not running, all systems show a status of “Not Connected” (gray). In figure above, the server protocol has been started. There is only one system defined and its status is “[connected via] TCP/IP” (green) meaning that a successful TCP/IP connection has been made to that system. The other possible states are “Waiting [for connection or disconnection]” (yellow), “[connected via] RS-232” (blue), and “Fault” (red). If a system cannot connect, it turns red and stays that way until the next connection attempt. The protocol runs if at least one system connects successfully.
The File Menu
The following command is only available when the server protocol is halted:
Configuration file…. This command can be used to instantly reconfigure the
server by indicating an alternate configuration settings file. Any configuration changes made henceforth are saved to this new file. The name of this file is stored in the Windows registry and becomes the default configuration. Use
this command to select the appropriate configuration file for each demo before running it.
The following command is always available:
Exit terminates the server application. If the server protocol is running, a
warning message appears.
The Server Menu
Before the server protocol is started, the following commands are available:
Server | License… opens the e-control Software Server – Upgrade/Transfer
License window for licensing and activating the various server components.
Server | Configure… opens the Configuration Options window (described
beginning on page 16).
To start the server protocol, use one of the following commands:
Server | Start connects to the control systems and starts the server protocol. If
no successful connections are made, the protocol remains halted.
Server | Start w/Signal Analyzer connects to the control systems, starts the
server protocol, and opens the Signal Analyzer window (see below).
Server | Start without connecting opens the Signal Analyzer window and
starts the server protocol but without connecting to the control systems. This is useful for testing server behavior simulating incoming signals and watching the signals generated in response (which are not actually sent).
The above commands all become disabled (dimmed) when the server protocol starts, whereupon the following signals, normally disabled, become enabled:
Server | Stop halts the server protocol.
Server | Signal Analyzer opens or closes the Signal Analyzer window. When
this item is checked, the window is opened. When it is unchecked, the window is closed.
The remaining commands are always available:
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Server | Log | Timestamps. Selecting this option puts a checkmark next to it
and henceforth all log items will contain a timestamp of the form hh:mm:ss (24-hour clock) at the beginning of each line. Selecting the command again removes the checkmark and timestamps will no longer be included in the log.
NOTES:
1. This option affects the server log and the signal log in the Signal Analyzer window as well.
2. This option is “sticky” — meaning that its most recently set state is saved in the Windows
Registry and is automatically applied to the option the next time the window is opened.
Server | Log | Clear clears the message log.
The Database Menu
This menu contains a single command, Database | Queries Table, which opens the Queries Table window. This window provides display and edit access to this
essential table in the database file named in Configuration Options window. See “Editing the Table” on page 38 for more information.
The Signal Analyzer Window
While the server protocol is running, checking the Signal Analyzer command from the Server menu opens this window.
The Signal Analyzer window, showing the all the active signal blocks defined in the demo configuration. The ADDRBOOK signal block (from demo1) is selected. Therefore the ADDRBOOK signals are displayed in the lists to the left and right. The Timestamps option is on; the Debug Info option off.
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