Lantronix XPress DR, XPress DR-IAP User Manual

XPress DR
Industrial Device Server
User Guide
Part Number 900-772-R
Revision C December 2017

Intellectual Property

Lantronix is a registered trademark of Lantronix, Inc. in the United States and other countries. DeviceInstaller and XPress are trademarks of Lantronix, Inc.
Patented: http://patents.lantronix.com
Windows is a trademark of Microsoft Corporation. All other trademarks and trade names are the property of their respective holders.

Warranty

For details on the Lantronix warranty policy, please go to our Web site at
www.lantronix.com/support/warranty

Contacts

Lantronix, Inc.
7535 Irvine Center Drive Suite 100 Irvine, CA 92618, USA Phone: 949-453-3990 Fax: 949-453-3995
Technical Support Online: www.lantronix.com/support
Sales Offices For a current list of our domestic and international sales offices, go to the Lantronix web site at
www.lantronix.com/about/contact
; additional patents pending.
.
.

Disclaimer

All information contained herein is provided “AS IS.” Lantronix undertakes no obligation to update the information in this publication. Lantronix does not make, and specifically disclaims, all warranties of any kind (expressed, implied or otherwise) regarding title, non-infringement, fitness, quality, accuracy, completeness, usefulness, suitability or performance of the information provided herein. Lantronix shall have no liability whatsoever to any user for any damages, losses and causes of action (whether in contract or in tort or otherwise) in connection with the user’s access or usage of any of the information or content contained herein. The information and specifications contained in this document are subject to change without notice.
Operation of this equipment in a residential area is likely to cause interference in which case the user, at his or her own expense, will be required to take whatever measures may be required to correct the interference.
Attention: This product has been designed to comply with the limits for a Class A digital device pursuant to Part 15 of FCC Rules. These limits are designed to provide reasonable protection against such interference when operating in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy, and if not installed and used in accordance with this guide, may cause harmful interference to radio communications.
XPress™ DR Industrial Device Server User Guide 2
Date
Rev.
Comments
Changes or modifications to the device not explicitly approved by Lantronix will void the user's authority to operate the device.
The information in this guide may change without notice. The manufacturer assumes no responsibility for any errors which may appear in this guide.

Revision History

February 2016 A Initial release.
May 2016 B Included Limited Power Source (LPS) information.
December 2017 C Updated enhanced password information.
XPress™ DR Industrial Device Server User Guide 3

Table of Contents

Intellectual Property ______________________________________________________ 2 Warranty ______________________________________________________________ 2 Contacts _______________________________________________________________ 2 Disclaimer _____________________________________________________________ 2 Revision History _________________________________________________________ 3 List of Figures __________________________________________________________ 9 List of Tables ___________________________________________________________ 9
1: Using this Guide 11
Purpose and Audience __________________________________________________ 11 Chapter Summary ______________________________________________________ 11 Additional Documentation ________________________________________________ 12
2: Introduction 13
Applications ___________________________________________________________ 13
XPress™ DR Industrial Device Server ________________________________ 13 XPress DR-IAP Industrial Device Server ______________________________ 14
Protocol Support _______________________________________________________ 15
Industrial Automation Protocols _____________________________________ 15 Network Protocols (Standard Tunneling) ______________________________ 15
Additional Features _____________________________________________________ 15
Packing Algorithm ________________________________________________ 15 IP Address _____________________________________________________ 15
Port Number ____________________________________________________ 16 Configuration Methods __________________________________________________ 16 Dimensions ___________________________________________________________ 16 Product Information Label ________________________________________________ 17
3: Installation of the XPress DR Device Server 18
Package Contents ______________________________________________________ 18 Installing the XPress DR Unit _____________________________________________ 18 Required Information ____________________________________________________ 19
Hardware Address _______________________________________________ 19
Internet Protocol (IP) Address ______________________________________ 19
Port Number ____________________________________________________ 19 Methods for Assigning an IP Address _______________________________________ 20
4: Using DeviceInstaller 21
Installing DeviceInstaller _________________________________________________ 21 Assigning an IP Address _________________________________________________ 21 Adding the Unit to the Manage List _________________________________________ 22
XPress™ DR Industrial Device Server User Guide 4
Table of Contents
Accessing the XPress DR Device Server Using DeviceInstaller ___________________ 22 Viewing the Current Configuration _________________________________________ 22
Next Step ______________________________________________________ 24 Assigning the IP Address: Serial Port Login __________________________________ 24 Saving Configuration ____________________________________________________ 24 Updating Configuration __________________________________________________ 25
5: Configuration Using Web Manager 28
Web Manager Page _____________________________________________________ 28
Device Status Home Page _________________________________________ 28
Apply Settings ___________________________________________________ 29
Apply Defaults __________________________________________________ 29 Network Configuration ___________________________________________________ 30
Automatic IP Address Configuration _________________________________ 30
Ethernet Configuration ____________________________________________ 31 Server Configuration ____________________________________________________ 32 Serial Tunnel - Hostlist Configuration _______________________________________ 34 Channel 1 - Serial Settings Configuration ____________________________________ 35
Serial Settings __________________________________________________ 35 Channel 1 – Connection Configuration ______________________________________ 37
Connection Settings - TCP _________________________________________ 37
Connection Settings - UDP_________________________________________ 40
6: Configuration via Telnet or Serial Port (Setup Mode) 42
Accessing the Setup Mode Window ________________________________________ 42
Telnet Connection _______________________________________________ 42
Serial Port Connection ____________________________________________ 44 Exiting Setup Mode _____________________________________________________ 44
7: Setup Mode: Server Configuration 45
Server Configuration (Option 0)____________________________________________ 45
IP Address _____________________________________________________ 45
Set Gateway IP Address __________________________________________ 45
Netmask: Number of Bits for Host Part _______________________________ 46
Set DNS Server IP Address ________________________________________ 46
Change Telnet/Web Configuration Password __________________________ 47
DHCP Naming __________________________________________________ 47
8: Channel Mode: Channel Configuration 48
Channel 1 (Option 1) ____________________________________________________ 48
Baudrate _______________________________________________________ 48
I/F (Interface) Mode ______________________________________________ 48
Flow __________________________________________________________ 49
Port Number ____________________________________________________ 50
Connect Mode __________________________________________________ 50
XPress™ DR Industrial Device Server User Guide 5
Table of Contents
Send the Escape Sequence (+++) in Modem Mode _____________________ 53
Show IP addr after 'RING' _________________________________________ 53
Auto Increment Source Port ________________________________________ 53
Remote IP Address ______________________________________________ 53
Remote Port ____________________________________________________ 53
DisConnMode ___________________________________________________ 53
Flush Mode (Buffer Flushing) _______________________________________ 54
Pack Control ____________________________________________________ 54
DisConnTime (Inactivity Timeout) ___________________________________ 55
Send Characters _________________________________________________ 56
Telnet Terminal Type _____________________________________________ 56
Channel (Port) Password __________________________________________ 56
9: Setup Mode: Advanced Settings 57
Expert Settings (Option 5) ________________________________________________ 57
TCP Keepalive time in s ___________________________________________ 57
ARP Cache timeout in s ___________________________________________ 57
Disable Monitor Mode at Bootup ____________________________________ 57
HTTP Port Number _______________________________________________ 57
MTU Size ______________________________________________________ 57
TCP Re-Transmission Timeout _____________________________________ 58
Enable alternate MAC ____________________________________________ 58
Ethernet Connection Type _________________________________________ 58 Security Settings (Option 6) _______________________________________________ 58
Disable SNMP __________________________________________________ 58
SNMP Community Name __________________________________________ 59
Disable Telnet Setup _____________________________________________ 59
Disable TFTP Firmware Upgrade ____________________________________ 59
Disable Port 77FE (Hex) ___________________________________________ 59
77FEh Access Mode _____________________________________________ 59
Disable Web Server ______________________________________________ 59
Disable Web Setup _______________________________________________ 60
Disable ECHO Ports ______________________________________________ 60
Enable Enhanced Password _______________________________________ 60 Default Settings (Option 7) _______________________________________________ 60 Exit Configuration Mode (Option 8 or Option 9) _______________________________ 60
10: Firmware Upgrades 61
Obtaining Firmware _____________________________________________________ 61 Reloading Firmware ____________________________________________________ 61
Using TFTP Graphical User Interface ________________________________ 61
Distributing Firmware to Another Unit ________________________________ 62
Using HyperTerminal _____________________________________________ 62
XPress™ DR Industrial Device Server User Guide 6
Table of Contents
11: Monitor Mode 64
Entering Monitor Mode Via the Serial Port _____________________________ 64
Entering Monitor Mode Via the Network Port ___________________________ 64
Monitor Mode Commands _________________________________________ 64
12: Com Port Redirector 67
A: Troubleshooting & Technical Support 68
LEDs ________________________________________________________________ 68 Problems and Error Messages ____________________________________________ 69 Lantronix Technical Support ______________________________________________ 71
B: Network Configuration Using UDP 72
UDP Datagrams _______________________________________________________ 72 Configuring Multiple Devices ______________________________________________ 73
Acquiring a Valid Setup Record _____________________________________ 73
Sending a Setup Record __________________________________________ 74
The Intel Hex Format _____________________________________________ 75
Calculating the Checksum _________________________________________ 75
Calculating the Two’s Complement __________________________________ 76 Setup Records _________________________________________________________ 76
Channel Parameters ______________________________________________ 77
Interface Mode __________________________________________________ 77
Baud Rate ______________________________________________________ 78
Flow Control ____________________________________________________ 78
Connect Mode __________________________________________________ 79
Disconnect Mode ________________________________________________ 79
Flush Mode (Buffer Flushing) _______________________________________ 80
Pack Control ____________________________________________________ 81 IP Addresses __________________________________________________________ 81
Network Portion _________________________________________________ 81
Subnet Portion __________________________________________________ 82
Host Portion ____________________________________________________ 82
Network Address ________________________________________________ 82
Broadcast Address _______________________________________________ 82
IP Subnet Mask _________________________________________________ 82
Private IP Networks and the Internet _________________________________ 83
Network RFCs __________________________________________________ 83
C: Connections and Pinouts 84
Serial Interface ________________________________________________________ 84 RJ-45 Serial Connector __________________________________________________ 84 Screw Terminal Serial Connectors _________________________________________ 85 RJ-45 Ethernet Interface _________________________________________________ 85
XPress™ DR Industrial Device Server User Guide 7
Table of Contents
Serial Interface Connections ______________________________________________ 86
9-Pin RS-232 to Serial RJ-45 _______________________________________ 86
9-Pin RS-232 to Serial Screw Terminals ______________________________ 86 Front Panel Description __________________________________________________ 87 Power Requirements ____________________________________________________ 89 Reset Switch __________________________________________________________ 89 RS-232/RS-485 Switch __________________________________________________ 89
D: Technical Specifications 90
E: Alternative Ways to Assign an IP Address 91
DHCP ________________________________________________________________ 91 AutoIP _______________________________________________________________ 91
Class A Network _________________________________________________ 92
Class B Network _________________________________________________ 92
Class C Network _________________________________________________ 92
Network Address ________________________________________________ 92
Broadcast Address _______________________________________________ 92
IP Netmask _____________________________________________________ 92
Private IP Networks and the Internet _________________________________ 93
Network RFCs __________________________________________________ 93 BOOTP ______________________________________________________________ 94 ARP and Telnet ________________________________________________________ 94
F: Binary to Hex Conversion 95
Converting Binary to Hexadecimal _________________________________________ 95
Conversion Table ________________________________________________ 95
Scientific Calculator ______________________________________________ 95 Connect Mode Options __________________________________________________ 96 Disconnect Mode Options ________________________________________________ 98 Flush Mode (Buffer Flushing) Options ______________________________________ 100 Interface Mode Options _________________________________________________ 105 Pack Control Options ___________________________________________________ 106
G: Compliance 108
Compliance Information Emission/Susceptibility ______________________________ 108 RoHS, REACH and WEEE Compliance Statement ___________________________ 109
XPress™ DR Industrial Device Server User Guide 8

List of Figures

Table of Contents
Figure 2-1 XPress DR ___________________________________________________ 13 Figure 2-2 RS-485 Multidrop with XPress DR-IAP _____________________________ 14 Figure 2-3 Product Dimensions ____________________________________________ 16 Figure 2-4 Product Information Label _______________________________________ 17 Figure 3-1 XPress DR Connected to Serial Device and Network __________________ 18 Figure 5-1 Device Status Home Page _______________________________________ 28 Figure 5-2 Apply Settings and Apply Defaults _________________________________ 29 Figure 5-3 Network Settings ______________________________________________ 30 Figure 5-4 Server Settings ________________________________________________ 32 Figure 5-5 Hostlist Settings _______________________________________________ 34 Figure 5-6 Channel Serial Settings _________________________________________ 35 Figure 5-7 TCP Connection Settings ________________________________________ 37 Figure 5-8 UDP Connection Settings _______________________________________ 40 Figure 6-1 Setup Mode Window (Standard Tunneling) __________________________ 43 Figure 10-1 TFTP Dialog Box _____________________________________________ 62 Figure A-1 Product Information label ________________________________________ 68 Figure C-1 Serial Screw Terminal Pinouts ___________________________________ 85 Figure C-2 RJ-45 Connector ______________________________________________ 86 Figure C-3 RS-232 to Serial RJ-45 Connection _______________________________ 86 Figure C-4 RS-232 Configuration __________________________________________ 86 Figure C-5 Front Panel Layout ____________________________________________ 87 Figure C-6 Power Requirements ___________________________________________ 89 Figure C-7 Reset Switch _________________________________________________ 89 Figure C-8 RS-232/RS-485 Switch _________________________________________ 89

List of Tables

Table 3-1 Methods for Assigning IP Addresses _______________________________ 20 Table 4-1 XPress DR Configuration in DeviceInstaller __________________________ 22 Table 7-1 BootP/DHCP/AutoIP Options _____________________________________ 45 Table 7-2 Standard IP Network Netmasks ___________________________________ 46 Table 7-3 Netmask Examples _____________________________________________ 46 Table 8-1 Interface Mode Options __________________________________________ 49 Table 8-2 Common Interface Mode Settings __________________________________ 49 Table 8-3 Flow Control Options ____________________________________________ 49 Table 8-4 Port Numbers _________________________________________________ 50 Table 8-5 Connect Mode Options __________________________________________ 50 Table 8-6 Manual Connection Address Example ______________________________ 51 Table 8-7 Modem Mode Commands ________________________________________ 52
XPress™ DR Industrial Device Server User Guide 9
Table of Contents
Table 8-8 Disconnect Mode Options ________________________________________ 53 Table 8-9 Flush Mode Options ____________________________________________ 54 Table 8-10 Pack Control Options __________________________________________ 55 Table 10-1 Protocol Firmware _____________________________________________ 61 Table 11-1 Monitor Mode Commands _______________________________________ 64 Table 11-2 Command Response Codes _____________________________________ 66 Table A-1 XPress DR LED Functions ______________________________________ 68 Table A-2 LED Error Indications ___________________________________________ 68 Table A-3 Problems and Error Messages ____________________________________ 69 Table B-1 UDP Configuration _____________________________________________ 72 Table B-2 Block Types __________________________________________________ 75 Table B-3 Setup Record Construction _______________________________________ 76 Table B-4 Channel Parameters ____________________________________________ 77 Table B-5 Interface Mode Options _________________________________________ 77 Table B-6 Common Interface Mode Settings _________________________________ 78 Table B-7 Baud Rate Settings _____________________________________________ 78 Table B-8 Flow Control Options ___________________________________________ 78 Table B-9 Connect Mode Options __________________________________________ 79 Table B-10 Disconnect Mode Options _______________________________________ 79 Table B-11 Flush Mode Options ___________________________________________ 80 Table B-12 Pack Control Options __________________________________________ 81 Table B-13 Network Portion of IP Address ___________________________________ 81 Table B-14 Available IP Addresses _________________________________________ 82 Table B-15 Standard IP Network Netmasks __________________________________ 83 Table B-16 Netmask Examples ____________________________________________ 83 Table C-1 Serial RJ45 Pinouts ____________________________________________ 84 Table C-2 Serial Screw Terminal Pinouts ____________________________________ 85 Table C-3 Ethernet Interface Signals _______________________________________ 85 Table C-4 Front Panel Components ________________________________________ 88 Table D-1 Technical Specification __________________________________________ 90 Table F-1 Binary to Hexadecimal Conversion Table ____________________________ 95 Table F-2 Connect Mode Options __________________________________________ 96 Table F-3 Connect Mode Options for Modem Emulation ________________________ 98 Table F-4 Disconnect Mode Options ________________________________________ 98 Table F-5 Flush Mode Options ___________________________________________ 100 Table F-6 Interface Mode Options _________________________________________ 105 Table F-7 Pack Control Options __________________________________________ 106
XPress™ DR Industrial Device Server User Guide 10
Chapter
Description
7: Setup Mode: Server
8: Channel Mode: Channel
9: Setup Mode: Advanced
10: Firmware Upgrades
11: Monitor Mode

1: Using this Guide

Purpose and Audience

This user guide describes the family of Lantronix® XPress™ DR device servers, including the XPress DR device server and the XPress DR-IAP device server with support for Industrial Automation Protocols (IAP).
Most of the material in this manual applies to all of the XPress DR products. However, in some cases there will be some features that apply to only one product. In those cases, a note will explain the variation.
Note: In most cases XPress DR refers to both the XPress DR and the XPress DR-IAP industrial
device servers.

Chapter Summary

2: Introduction
3: Installation of the XPress DR Device Server
4: Using DeviceInstaller
5: Configuration Using Web Manager
6: Configuration via Telnet or Serial Port (Setup Mode)
Configuration
Configuration
Settings
Describes the main features of the XPress DR device server and the protocols supported.
Provides information for installing your unit and getting it up and running using DeviceInstaller or a serial port connection.
Instructions for viewing the current configuration using DeviceInstaller application.
Details using the Web-Manager to set parameters such as port and server properties.
Provides instructions for accessing Setup Mode (command line interface) using a Telnet connection through the network or a terminal or terminal emulation program through the serial port.
Details the network (server) settings
Details the serial port settings.
Details expert and security settings and explains how to reset the unit to factory default values.
Provides instructions for obtaining the latest firmware and updating the XPress DR.
XPress™ DR Industrial Device Server User Guide 11
12: Com Port Redirector
A: Troubleshooting & Technical Support
Provides instructions for accessing and using the command line interface to monitor the network and diagnose problems.
Provides an introduction to the Com Port Redirector and where to download the software online.
Describes common problems and error messages and how to contact Lantronix Technical Support.
1: Using this Guide
Server Quick Start Guide
B: Network Configuration Using UDP
C: Connections and Pinouts
D: Technical Specifications
E: Alternative Ways to Assign an IP Address
F: Binary to Hex Conversion
G: Compliance
Describes how to configure and query the device server over the network using UDP datagrams.
Provides descriptions and illustrations of connection hardware.
Lists technical specifications for the XPress DR.
Provides detailed information about using DHCP, AutoIP, BOOTP ARP, and Telnet to assign an IP address.
Provides instructions for converting binary values to hexadecimals.
Provides Lantronix compliance information.

Additional Documentation

Visit the Lantronix Web site at www.lantronix.com/support/documentation for the latest documentation and the following additional documentation.
Document Description
XPress DR Industrial Device
DeviceInstaller Online Help
“Live” Tutorials on the Lantronix Web Site (English)
Provides the steps for getting the XPress DR device server up and running.
Provides instructions for using the Windows® operating system-based utility to configure the XPress DR and other Lantronix device servers.
Explain and demonstrate assigning an IP address to the XPress DR device server and setting it up with the Com Port Redirector. See
http://ltxfaq.custhelp.com/app/answers/detail/a_id/1119
.
Com Port Redirector Quick Start Guide
Provides information on using the Windows operating system-based utility to create a virtual com port.
XPress™ DR Industrial Device Server User Guide 12

2: Introduction

Applications

XPress™ DR Industrial Device Server
The XPress DR device server connects serial devices to Ethernet networks using the IP protocol family (TCP for connection-oriented stream applications and UDP for datagram applications). A few of the different types of serial devices supported are listed below:
Time/Attendance Clocks and Terminals ATM Machines CNC Controllers Data Collection Devices Universal Power Supply (UPS) Management Units Telecommunications Equipment Data Display Devices Security Alarms and Access Control Devices Handheld Instruments Modems
2: Introduction
The XPress DR connects these devices through a TCP data channel or through a Telnet connection to computers or another device server. Datagrams can be sent by UDP.
Figure 2-1 XPress DR
The XPress DR supports RS-232, RS-422/485 via its screw terminals and RJ45 serial port. It supports 10/100 megabytes per second (Mbps) Ethernet through the RJ-45 connector. It can be configured via HTTP, SNMP, DHCP or Telnet. It contains a flash ROM for easy software upgrades.
XPress™ DR Industrial Device Server User Guide 13
2: Introduction
PLCs XPress DR-IAP
XPress DR-IAP Industrial Device Server
Note: This section is for the XPress DR-IAP only.
The Lantronix Industrial Automation Platform (IAP) family of device servers allows a single network and protocol to connect multiple serial devices from many vendors. IAP provides the automation industry with a network-enabling solution using TCP/IP and standard Ethernet networks that is vendor-independent.
By encapsulating serial data and transporting it over Ethernet, the device server allows virtual serial links to be established over Ethernet and IP (TCP/IP, UDP/IP) networks. As a result, limited distance, point-to-point, direct serial connections can be extended within the plant, throughout the facility, or across the global enterprise. The following picture is one of the device servers in the IAP family.
Figure 2-1 RS-485 Multidrop with XPress DR-IAP
Lantronix provides IAP device servers are specifically designed for different industrial environments.
XPress DR-IAP, with DIN rail interface for harsh environments or alongside control
instruments in electrical panels
UDS1100-IAP, a rugged device server for use in applications that require a wide operating
temperature range (-40 to 70°C)
xDirect-IAP, a compact device server with multiple power options including PoE and wide
operating temperature range (-40 to 85°C)
A few examples of attached devices are:
PLCs AC/DC drives CNC systems Operator panels and message displays Process Controls Instrumentation Power monitoring equipment Scales and weighing systems Barcode scanners Label printers Most factory floor serial devices
XPress™ DR Industrial Device Server User Guide 14

Protocol Support

Industrial Automation Protocols
IAP device servers, adapted to multiple factory environments, can unite any mixture of equipment from industrial automation vendors into a single reliable pipeline. This new and open infrastructure opens the way for data to flow in real time from all your plant devices up to your IT layer.
IAP device servers are delivered with IAP Standard Tunneling protocol and can be loaded with industrial communication protocols. Where the IAP Standard Tunneling protocol is limited to exclusive, standard ASCII device-to-device connections, the industrial protocols offer connections to other devices that require special formatting or features simultaneously.
For information about using any of the industrial communication protocols, see user manuals and protocol firmware files available at www.lantronix.com/downloads
2: Introduction
.
You can set up the unit using the serial port, or remotely over Ethernet using Telnet or a web browser. The Lantronix® DeviceInstaller™ application, a Windows that simplifies the process of installing protocols and configuring them for use with attached devices. The DeviceInstaller application is also available for download at
www.lantronix.com/downloads
free, non-volatile storage which allows for fast system upgrades.
Network Protocols (Standard Tunneling)
The XPress DR uses TCP/IP protocols for network communication. The supported standards are: ARP, UDP, TCP, ICMP, Telnet, TFTP, DHCP, AutoIP, and SNMP. For transparent connections, TCP/IP (binary stream) or Telnet protocols are used. Firmware upgrades can be made with the TFTP protocol.
The IP (Internet Protocol) protocol defines addressing, routing, and data-block handling over the network. The TCP (transmission control protocol) assures that no data is lost or duplicated, and that everything sent into the connection on one side arrives at the target exactly as it was sent.
For typical datagram applications where devices interact with others without maintaining a point­to-point connection, UDP datagram is used.

Additional Features

Packing Algorithm
The two available packet algorithms (which define how and when packets are sent to the network) are software selectable. The standard algorithm is optimized for applications where XPress DR is used in a local environment, allowing for very small delays for single characters while trying to keep the packet count low. The alternate packing algorithm minimizes the packet count on the network and is especially useful for applications in routed Wide Area Networks. Various parameters can be set in this mode to economize the serial data stream.
based configuration software
. XPress DR device servers use flash memory for maintenance-
IP Address
Every active device connected to the TCP/IP network must have a unique IP address. This IP address is used to reference a specific device, for example, to build a connection to XPress DR’s serial port. See E: Alternative Ways to Assign an IP Address for a complete description of IP Addressing.
XPress™ DR Industrial Device Server User Guide 15
95MM
(3.7 in)
35MM
(1.4 in)
60MM
(2.4 in)
RESET
10/100BASE-T SERIAL
RS232
RS485
F R
A L
Port Number
A destination IP address and a port number define every TCP connection and every UDP datagram. A port number is necessary to address an application or a channel on a network host. The port number can be compared to an extension on a PBX system.
A Telnet application (login to a host with an ASCII terminal) is commonly assigned TCP port number 23. More than one Telnet connection can be established to one host using the Telnet port; however, the other peer IP address/port number combinations must be different.
In the XPress DR, a port number can be configured on the channel (port). The XPress DR uses this port number for outgoing messages and incoming connections, or UDP datagrams, which are addressed to its port number. Port 9999 (decimal) is used for remote configuration.

Configuration Methods

After installation, the XPress DR requires configuration. For the unit to operate correctly on a network, it must have a unique IP address on the network. There are three basic methods for logging into the XPress DR and assigning IP addresses and other configurable settings:
DeviceInstaller: Configure the IP address and other network settings on the XPress DR using a Graphical User Interface (GUI) on a PC attached to a network. See 4: Using DeviceInstaller.
Web-Manager: Through a web browser, configure the XPress DR settings using the Lantronix Web-Manager. See 5: Configuration Using Web Manager.
2: Introduction

Dimensions

Serial and Telnet Ports: Use Setup Mode, a command line interface. There are two approaches
to accessing Setup Mode: making a Telnet connection to the network port (9999) or connecting a terminal (or a PC running a terminal emulation program) to the unit’s serial port. See 6: Configuration via Telnet or Serial Port (Setup Mode).
The XPress DR dimensions are shown in the following drawing.
Figure 2-3 Product Dimensions
XPress™ DR Industrial Device Server User Guide 16

Product Information Label

The product information label on your XPress DR or XPress DR-IAP industrial device server contains important information about your unit.
Figure 2-4 Product Information Label
2: Introduction
Notes: Before mounting the
device on a DIN rail, copy the information from the label.
XPress™ DR Industrial Device Server User Guide 17
3: Installation of the XPress DR Device Server
RESET
10/100BASE-T
SERIAL
RS232
RS485
F R
A L

3: Installation of the XPress DR Device Server

This section describes how to install your XPress DR device server and get it up and running in the shortest possible time.
XPress DR comes with standard tunnel protocol and the XPress DR-IAP comes with the IAP standard tunnel protocol. Both versions are similar but cannot be interchanged. Standard tunneling is a serial communications protocol used by most Lantronix device servers. It can be configured to Ethernet-enable most serial devices such as barcode scanners, weigh scales, operator panels, data access devices, alpha numeric displays, and thousands of intelligent serial devices. For XPress DR-IAP users, see Industrial Automation Protocols.
Loading industrial protocols to an XPress DR-IAP, such as IAP Modbus Bridge, may remove the web pages and change the configure dialogs. See the user manuals on individual protocols for protocol specific settings and configuration dialogs. Protocol manuals are found at
www.lantronix.com/downloads
Standard Tunnel Protocol.
Note: The following information is based on the condition that a XPress DR is loaded with
Standard Tunnel Protocol. The XPress DR-IAP with IAP Standard Tunnel Protocol has the same options available.
. This section describes the setup and configuration dialogs for the

Package Contents

Verify and inspect the contents of your XPress DR device server package using the following list.
XPress DR or XPress DR-IAP industrial device server XPress DR Industrial Device Server Quick Start Guide

Installing the XPress DR Unit

The following diagram shows a typical hardware configuration for the XPress DR unit. Use one of the cables described in Serial Interface Connections to connect a PC COM port to the XPress DR device server.
Figure 3-1 XPress DR Connected to Serial Device and Network
XPress™ DR Industrial Device Server User Guide 18
To install the unit
1. Connect a serial device to your XPress DR. See Serial Interface Connections for more information about cable and connector specifications.
2. Connect an Ethernet cable to the Ethernet port.
3. Supply power to your XPress DR using a 9-30VDC or 9-24VAC source.
Note: The required input voltage is 9-30VDC, 9-24VAC (3 W maximum).
4. Supply power to the serial device.
Note: Connecting a device to an active Ethernet network can disrupt communications on the
network. Make sure the device is configured for your application before connecting to an active network.

Required Information

Before configuring the XPress DR device server, have the following information available:
Hardware Address
Take note of the unit’s hardware address (also known as the Ethernet or MAC address.) It is on the Product Information Label. The first three bytes of the hardware Address are fixed and read 00-80-A3, identifying the unit as a Lantronix product. The fourth, fifth, and sixth bytes are unique numbers assigned to each unit.
3: Installation of the XPress DR Device Server
00-80-A3-21-18-17 or 00:80:A3:21:18:17
Internet Protocol (IP) Address
The XPress DR device server must have a unique IP address on your network. This address references the specific unit. By default, the unit is DHCP-enabled and automatically assigned an IP address on DHCP-enabled networks. If you are assigning a static IP address, the systems administrator generally provides the IP address, subnet mask, and gateway.
Note: The factory default IP address is 0.0.0.0 to enable DHCP, BOOTP, and AutoIP. When the
units boots, it sends a DHCP broadcast to try and get an IP address. If it receives no reply from a DHCP server, the XPress DR tries BOOTP. If the XPress DR does not receive a response from BOOTP, it reverts to an AutoIP address.
IP Address: ______ ______ ______ ______
Subnet Mask: ______ ______ ______ ______
Gateway: ______ ______ ______ ______
You have several options for assigning an IP address and related network settings to your unit. This chapter provides information about using the DeviceInstaller (graphical user interface) and serial port login (command line interface) methods.
Note: For information about other methods of assigning the IP address, such as DHCP, AutoIP,
ARP, and Telnet, see Alternative Ways to Assign an IP Address.
Port Number
Every TCP connection and every UDP datagram is defined by a destination IP address and a port number. For example, a Telnet application commonly uses port number 23. A port number is similar to an extension on a PBX system.
XPress™ DR Industrial Device Server User Guide 19
Method
Description
The unit's serial channel (port) can be associated with a specific TCP/UDP port number. Port number 9999 is reserved for access to the unit's Setup (configuration) Mode window.

Methods for Assigning an IP Address

The unit's IP address must be configured before a network connection is available. You have the following options for assigning an IP to your unit:
Table 3-1 Methods for Assigning IP Addresses
3: Installation of the XPress DR Device Server
DHCP
DeviceInstaller (Recommended)
ARP and Telnet
AutoIP
Serial Port Login
A DHCP server automatically assigns the IP address and network settings. See
DHCP.
You can manually assign the IP address using a graphical user interface (GUI) on a PC attached to a network.
You manually assign the IP address and other network settings at a command prompt using a UNIX or Windows-based system. Only one person at a time can be logged into the configuration port (port 9999). This eliminates the possibility of several people simultaneously attempting to configure the unit. See ARP and Telnet.
This automatic method is appropriate when you have a small group of hosts rather than a large network. This method allows the hosts to negotiate with each other and assign addresses, in effect creating a small network. See AutoIP.
You initially configure the unit through a serial connection. See Assigning the IP
Address: Serial Port Login.
These methods are described in the remaining sections of this chapter.
Note: In most installations, a fixed IP address is desirable. The systems administrator generally
provides the IP address.
Obtain the following information before starting to set up your unit:
IP Address: ______ ______ ______ ______
Subnet Mask: ______ ______ ______ ______
Gateway: ______ ______ ______ ______
XPress™ DR Industrial Device Server User Guide 20

4: Using DeviceInstaller

This chapter covers the steps for getting the XPress DR industrial device server online, for viewing its current configuration, and for saving and upgrading device configurations.
Note: DeviceInstaller is a free utility program provided by Lantronix that discovers, configures,
upgrades, and manages Lantronix device servers. It can be downloaded from the Lantronix website at www.lantronix.com/support/downloads configure the IP address and related settings or for more advanced features, see the DeviceInstaller Online Help.

Installing DeviceInstaller

1. Download the latest version of DeviceInstaller from www.lantronix.com/support/downloads.
2. Run the executable to start the installation process.
3. Respond to the installation wizard prompts. (If prompted to select an installation type, select
Typical).

Assigning an IP Address

. For instructions on using DeviceInstaller to
The unit’s IP address must be configured before it can work correctly on a network. The unit’s IP address is normally set to 0.0.0.0 at the factory. The hardware address is on the product label. The unit is DHCP enabled as the default.
1. Click Start -> All Programs -> Lantronix ->DeviceInstaller 4.4 -> DeviceInstaller. If your PC has more than one network adapter, a message displays. Select an adapter and click OK.
Note: If the unit already has an IP address (e.g., DHCP has assigned an IP address), click
the Search icon and select the unit from the list of Lantronix device servers on the local network.
2. Click the Assign IP icon.
3. If prompted, enter the hardware address (on the product label) and click Next.
4. Select Assign a specific IP address and click Next.
5. Enter the IP address. The Subnet mask displays automatically based on the IP address; if desired, you may change it. On a local network, you can leave the Default gateway blank (all zeros). Click Next.
6. Click the Assign button and wait several seconds until a confirmation message displays.
7. Click Finish.
8. Select the device from the main window list and select Ping from the Tools menu. The Ping Device dialog box shows the IP address of the selected unit.
9. From the Tools menu, click the Ping button. The results display in the Status window. Click the Clear Status button to clear the window so you can ping the device again.
Note: If you do not receive “Reply” messages, make sure the unit is attached to the network
properly and the IP address assigned is valid for the particular network segment you are working with. If you are not sure, check with your systems administrator.
XPress™ DR Industrial Device Server User Guide 21
4: Using DeviceInstaller
Configurable field. A name that identifies the XPress. The name field is blank
DeviceInstaller application.
Non-configurable field. Displays the name associated with XPress unit’s current IP address, if the IP address was obtained dynamically.
Configurable field. A group name to categorize the XPress device server.
group name is not visible on other PCs or laptops using DeviceInstaller.
Comments
Configurable field. Information about the XPress device server. Double-click
comment is not visible on other PCs or laptops using DeviceInstaller.

Adding the Unit to the Manage List

Now add the unit to the list of similar Lantronix devices on the network so you can manage and configure it. To perform this step, click the Search icon.
DeviceInstaller locates the unit and adds it to the list. Now you can manage (configure) the unit so it works with the serial device on the network.

Accessing the XPress DR Device Server Using DeviceInstaller

1. If DeviceInstaller has not already been installed, run the executable to start the installation process and respond to the installation wizard prompts. (If prompted to select an installation type, select Typical.)
2. Click Start -> All Programs -> Lantronix -> DeviceInstaller 4.4 -> DeviceInstaller.
3. When DeviceInstaller starts, it will perform a network device search. To perform another search, click Search.
4. Expand the xPress folder by clicking the + symbol next to the folder icon. The list of available Lantronix XPress DR and XPress DR-IAP devices appear.
5. Select the XPress unit by expanding its entry and clicking on its IP address to view its configuration.
6. On the right side of the page, click the Device Info tab. The current XPress device configuration appears.

Viewing the Current Configuration

DeviceInstaller provides a view of the unit's configuration.
1. Follow the instructions above to locate the XPress device server.
2. In the right pane, click the Device Info tab. The current XPress device server configuration displays.
Table 4-1 XPress DR Configuration in DeviceInstaller
Current Settings Description
Name
DHCP Device Name
Group
Device Family
Type
ID
by default. Double-click the field, type in the value, and press Enter to complete. This name is not visible on other PCs or laptops using the
Double-click the field, type in the value, and press Enter to complete. This
the field, type in the value, and press Enter to complete. This description or
Non-configurable field. Displays the XPress device server’s device family as “xPress”.
Non-configurable field. Displays the device type as “xPress DR” or “xPress DR­IAP”.
Non-configurable field. Displays the XPress device server’s ID embedded within the unit.
XPress™ DR Industrial Device Server User Guide 22
Non-configurable field. Displays the XPress device server’s hardware (or MAC) address.
Non-configurable field. Displays the firmware currently installed on the XPress device server.
Extended Firmware
Non-configurable field. Displays the extended firmware currently installed on
Non-configurable field. Displays the XPress device server’s status as online,
(the XPress device server is currently performing a task).
Non-configurable field. Displays the XPress device server’s current IP address. To change the IP address, see Assigning an IP Address.
IP Address was
Non-configurable field. Displays “Dynamically” if the XPress device server
Non-configurable field. Displays the XPress device server’s current subnet mask. To change the subnet mask, see Assigning an IP Address.
Non-configurable field. Displays the XPress device server’s current gateway. To change the gateway, see Assigning an IP Address.
TCP Keepalive
Non-configurable field. Displays the XPress device server’s TCP keepalive value. The value is in the range 1-65s, and the default setting is 45.
Non-configurable field. Indicates if Telnet sessions are permitted. Displays True.
Non-configurable field. Displays the XPress device server’s port for Web Manager configuration.
Non-configurable field. Displays the XPress unit’s maximum baud rate.
Firmware Upgradable
Non-configurable field. Displays True, indicating the XPress device server’s firmware is upgradable as newer version become available.
Supports 921K Baud
False
Current Settings Description
Hardware Address
Firmware Version
4: Using DeviceInstaller
Version
Online Status
IP Address
Obtained
Subnet Mask
Gateway
Number of COB partitions supported
Number of Serial Ports
Telnet Supported
the XPress device server.
offline, unreachable (the XPress device server is on a different subnet), or busy
automatically received an IP address (e.g., from DHCP). Displays “Statically” if the IP address was configured manually. If the IP address was assigned dynamically, the following fields appear:
Obtain with DHCP with value of True or False Obtain with BOOTP with value of True or False Obtain with RARP with value of True or False Obtain with Auto IP with value of True or False
Non-configurable field. Displays the number of COB partitions supported.
Non-configurable field. Displays the number of serial ports on the XPress unit.
Telnet Port
Web Port
Maximum Baud Rate Supported
Supports Configurable Pins
Supports Email Triggers
Supports AES Data Stream
Supports 485 Non-configurable field. Displays True. The XPress DR supports the RS-485
Rate
Supports HTTP Server
Supports HTTP Setup Non-configurable field. Displays True.
Non-configurable field. Displays the XPress device server’s port for telnet sessions.
Note: The XPress device server may not currently be running at this rate.
Non-configurable field. Displays False.
Non-configurable field. Displays False.
Non-configurable field. Displays False.
protocol.
Non-configurable field. Displays
Non-configurable field. Displays True.
.
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4: Using DeviceInstaller
Current Settings Description
Supports 230 Baud Rate
Supports GPIO Non-configurable field. Displays False, indicating the The XPress DR does not
Non-configurable field. Displays False.
support General Purpose Input Output (GPIO).
Next Step
You may configure the XPress DR device server now that it has an IP address and other initial settings.
1. Double-click the unit IP address in the list. Details about the unit display under the Device Info tab.
2. You have the following options:
♦ To configure the unit using a Web browser, click the Web Configuration tab. The
Lantronix Web Manager window displays in your browser. Continue with
Chapter 5: Configuration Using Web Manager.
Note: To assign Expert and Security settings, you must use the Setup Mode window in a
Telnet session.
♦ To configure the unit using a Telnet session, click the Telnet Configuration tab. The
Setup Mode window displays. Continue with Chapter 6: Configuration via Telnet or
Serial Port (Setup Mode).

Assigning the IP Address: Serial Port Login

To assign the IP address and other network settings using a serial connection:
1. Connect a console terminal or a PC running a terminal emulation program to the unit's serial port. The default serial port settings are 9600 baud, 8 bits, no parity, 1 stop bit, no flow control.
2. To enter Setup Mode, cycle the unit's power (power off and back on). After power-up, the self-test begins and the red Diagnostic LED starts blinking. You have one second to enter three lowercase x characters.
Note: The easiest way to enter Setup Mode is to hold down the x key at the terminal (or
emulation) while powering up the unit.
3. Select 0 (Server Configuration) and follow the prompts until you get to IP address.
4. Enter the new IP address, subnet mask, and gateway (if applicable).
5. Do one of the following:
♦ Continue with Assigning an IP Address.
♦ Select 9 to save and exit Setup Mode. The unit performs a power reset.

Saving Configuration

The device configuration information is stored in flash memory and can be read and saved as a configuration (.cfg) file.
XPress™ DR Industrial Device Server User Guide 24
To save configuration information
1. Select your XPress device server through DeviceInstaller (see
Accessing the XPress DR Device Server Using DeviceInstaller).
2. Click File > Save Setup Records… in the DeviceInstaller menu bar. A dialog box with setup record choices appears.
3. Check the setup records you wish to save and click Save. A browser window appears.
4. Browse to your save location and save your configuration file.
To view saved configuration information
1. Select your XPress device server through DeviceInstaller (see Accessing the XPress
Device Server Using DeviceInstaller).
2. Click View > Setup Record File in the DeviceInstaller menu bar.
3. Double-click to select the desired setup record file.
4: Using DeviceInstaller
4. A View Setup Records window opens showing contents of the configuration file.

Updating Configuration

Device configuration information can be saved in a file and later used to update the configuration of other devices.
To update the configuration of a device from a saved file
1. Select your XPress device server through DeviceInstaller (see Accessing the XPress Device
Server Using DeviceInstaller).
2. Click Device > Upgrade in the DeviceInstaller menu bar. Step 1 of 5 of the Device Upgrade Wizard appears.
3. Check Create a custom installation by specifying individual files (Typical) and click Next to advance to Step 2 of 5.
XPress™ DR Industrial Device Server User Guide 25
4: Using DeviceInstaller
4. To continue without installing a new firmware file, just click Next. To install new firmware, click Browse to browse to the firmware file and click Next to advance to Step 3 of 5.
5. Check Install setup records from a file, click Browse to browse to and select desired setup record file, and click Next to advance to Step 4 of 5.
6. Click Save Installation, browse to and save to a desired save location, and click Next to advance to Step 5 of 5.
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4: Using DeviceInstaller
7. Click Next to upgrade your device (or Cancel to cancel.) Status of your device update will appear in the Device Upgrade Wizard with a confirmation appearing once the unit is updated.
8. Click Close to exit the Device Upgrade Wizard.
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5: Configuration Using Web Manager

5: Configuration Using Web Manager

You must configure the unit so it can communicate on a network with your serial device. For example, you must set the way the unit will respond to serial and network traffic, how it will handle serial packets, and when to start or close a connection.
The unit’s configuration is stored in nonvolatile memory and is retained without power. You can change the configuration any time. The unit resets after configuration is changed and stored.
In this chapter, we describe how to configure the XPress device server using Web Manager, Lantronix’s browser-based configuration tool. (For information on using Setup Mode, our command line configuration interface, see Accessing the Setup Mode Window.
Note: The examples in this section show a typical device. Your device may have different
configuration options.

Web Manager Page

Note: The XPress DR-IAP may not have a web page or may use a different format web page.
You can start a web browser for configuration by opening your JAVA-enabled web browser and entering the IP address or by clicking the Web Configuration button on the Device Management window. There is initially no Web Manager password for your XPress device server as first received from Lantronix. We recommend that you always use the enhanced password setting and create a strong 16 character password. Using no password is very dangerous. See Security
Settings (Option 6) on page 58.
Device Status Home Page
You will reach the Device Status page upon logging into Web Manager. Clicking the Home icon at the top of the Navigation bar will also bring you to the Device Status page.
Figure 5-1 Device Status Home Page
Navigate to content organized by links on the Navigation bar to the left:
(Device Status Home Page) Network Server Serial Tunnel -- Hostlist Channel 1 -- Serial Settings Channel 1 – Connection
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5: Configuration Using Web Manager
Apply Settings
1. To save and apply the configuration changes to the device server, click Apply Settings.
Note: Clicking OK on each page does not change the configuration on the device. Clicking the
OK button tells the XPress DR device server what changes to use; the Apply Settings button
makes the changes permanent and reboots the XPress DR unit.
Apply Defaults
1. Click Apply Defaults to set the device server back to the default settings.
2. Click Yes to set factory settings, or click No to cancel.
Figure 5-2 Apply Settings and Apply Defaults
XPress™ DR Industrial Device Server User Guide 29

Network Configuration

The unit’s network values display when you select Network in the Navigation bar. The following sections describe the configurable parameters on the Network Settings page.
5: Configuration Using Web Manager
Figure 5-3 Network Settings
Automatic IP Address Configuration
An IP address can be assigned automatically. You then enter related network settings.
To assign an IP address automatically:
1. In the Navigation bar, click Network.
2. Select Obtain IP address automatically.
3. Update the following:
Network Mode For the XPress device server, Wired Only is the only choice. It enables the
Ethernet network connectivity.
BOOTP Select Enable to permit the Bootstrap Protocol (BOOTP) server to assign the IP
address from a pool of addresses automatically. Enable is the default.
DHCP Select Enable to permit the Dynamic Host Configuration Protocol (DHCP) to
assign a leased IP address to the XPress unit automatically. Enable is the default.
AutoIP Select Enable to permit the Automatic Private IP Addressing (AutoIP) to generate
an IP in the 169.254.x.x address range for the XPress unit automatically within the a Class B subnet. Enable is the default.
DHCP Host Name
Note: Disabling BOOTP, DHCP, and AutoIP (all three checkboxes) is not advised as the only
available IP assignment method will then be ARP or serial port.
4. When you are finished, click the OK button.
Enter the name of the host on the network providing the IP address.
Click Apply Settings in the Navigation bar.
5.
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