Rose electronic ULTRAMATRIX 4xE User Manual

TM
Keyboard-video-mouse matrix switch with on-screen display
ULTRAMATRIX 2xE/4xE
INSTALLATION AND OPERATIONS
10707 Stancliff Road Phone (281) 933-7673 Houston, Texas 77099 WWW.ROSE.COM
LIMITED WARRANTY
at his own expense.
Rose Electronics warrants the UltraMatrix™ to be in good working order for one year from the date of purchase from Rose Electronics or an authorized dealer. Should this product fail to be in good working order at any time during this one-year warranty period, Rose Electronics will, at its option, repair or replace the Unit as set forth below. Repair parts and replacement Units will be either reconditioned or new. All replaced parts become the property of Rose Electronics. This limited warrant y does not include service to repair damage to the Unit resulting from accident, disaster, abuse, or unauthorized modification of the Unit, including static discharge and power surges.
Limited Warranty service may be obtained by delivering this Unit during the one-year warranty period to Rose Electronics or an authorized repair center providing a proof of purchase date. If this Unit is delivered by mail, you agree to insure the Unit or assume the risk of loss or damage in transit, to prepay shipping charges to the warrant y service location, and to use the original shipping container or its equivalent. You must call for a return authorization number first. Under no circumstances will a Unit be accepted without a return authorization number. Contact an authorized repair center or Rose Electronics for further information.
ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING T HE WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE, ARE LIMITED IN DURATION TO A PERIOD OF ONE YEAR FROM THE DATE OF PURCHASE, AND NO WARRANTIES, WHETHER EXPRESS OR IMPLIED, WILL APPLY AFTER THIS PERIOD. SOME STATES DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS, SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
IF THIS PRODUCT IS NOT IN GOOD WORKING ORDER AS W ARRANTIED ABOVE, YOUR SOLE REMEDY SHALL BE REPLACEMENT OR REPAIR AS PROVIDED ABOVE. IN NO EVENT WILL ROSE ELECTRONICS BE LIABLE T O YOU FOR ANY DAMAGES INCLUDING ANY LOST PROFITS, LOST SAVINGS OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OF OR T HE INABILITY TO USE SUCH PRODUCT , EVEN IF ROSE ELECTRONICS OR AN AUTHORIZED DEALER HAS BEEN ADV ISED OF THE POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM BY ANY OTHER PARTY.
SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITAT ION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES FOR CONSUMER PRODUCTS, SO THE ABOVE MAY NOT APPLY TO YOU. THIS WARRANT Y GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH MAY VARY FROM STATE TO STATE.
NOTE: This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference
IBM ®, AT, and PS/2 are trademarks of International Business Machines Corp. Microsoft ® and Microsoft Windows™ are registered trademarks of Microsoft Corp. Apple, Macintosh, and ADB are trademarks of Apple Computer, Inc. Sun is a registered trademark of Sun MicroSystems Inc. Any other trademarks mentioned in this manual are acknowledged to be the property of the trademark owner.
Copyright Rose Electronics 1990 – 2002. All rights reserved. No part of this manual may be reproduced, stored in a retrieval system, or transcribed in any form or any means, electronic or mechanical, including photocopying and recording, without the prior written permission of Rose Electronics.
Rose Electronics Part # MAN-UME – 1.1 Printed In the United States of America Revision 1.1
FCC/IC STATEMENTS, EU DECLARATION OF CONFORMITY
FEDERAL COMMUNICATIONS COMMISSION AND INDUSTRY
CANADA
RADIO-FREQUENCY INTERFERENCE STATEMENTS
This equipment generates, uses, and can radiate radio frequency energy and if not installed and used properly, that is, in strict accordance with the manufacturer’s instructions, may cause interference to radio communication. It has been tested and found to comply with the limits for a Class B digital device in accordance with the specifications of Part 15 of FCC rules, which are designed to provide reasonable protection against such interference when the equipment is operated in a commercial environment. Operation of this equipment in a residential area is likely to cause interference, in which case the user at his own expense will be required to take whatever measures may be necessary to correct the interference.
Changes or modifications not expressly approved by the party responsible for compliance could void the user’s authority to operate the equipment. This digital apparatus does not exceed the Class A limits for radio noise regulation of industry Canada.
Le présent appareil numérique n’émet pas de bruits radioélectriques dépassant les limites applicables aux appareils numériques de la classe A prescrites dans le Règlement sur le brouillage radioélectrique publié par Industrie Canada.
EUROPEAN UNION DECLARATION OF CONFORMITY
ACCORDING TO COUNCIL DIRECTIVE 89/336EEC
This equipment is in conformity with the requirements of the European EMC directive 89/336/EEC in respect of: EN55022: (Class B) EN50082-1 / EN60555-2, and The Low Voltage Directive.
TABLE OF CONTENTS
Contents
Disclaimer........................................................................................... 1
About this manual ............................................................................... 1
Introduction......................................................................................... 1
Features.......................................................................................... 2
UltraMatrix 2xE models.................................................................... 5
UltraMatrix 4xE models.................................................................... 5
System Overview............................................................................. 6
Site planning ................................................................................. 10
Switch Installation – Single Unit......................................................... 11
Switch Installation – Multiple units – “BUS” topology.......................... 14
Switch Installation – Multiple units – “RING” topology........................ 19
Switch Installation – Multiple units – “Split-BUS” topology.................. 22
Menu structure.................................................................................. 26
Main Menu .................................................................................... 27
Configure System menu ................................................................ 28
Configure Computer menu............................................................. 32
Configure KVM menu .................................................................... 34
Configure User menu..................................................................... 36
Configure Profile menu.................................................................. 38
Configure Group menu .................................................................. 41
System Status display ................................................................... 42
Save menu.................................................................................... 44
User operating instructions................................................................ 45
Keyboard commands..................................................................... 45
Serial port usage (RS232)................................................................. 49
Connecting the Serial Cable .......................................................... 49
Setting up Windows HyperTerminal ............................................... 49
Starting a serial communication session ........................................ 50
Serial menu options....................................................................... 51
Switching using Serial port............................................................. 55
Serial device support......................................................................... 56
Service Information........................................................................... 58
Maintenance and Repair................................................................ 58
Technical Support.......................................................................... 58
Safety ............................................................................................... 59
Safety and EMC Regulatory Statements........................................ 60
Troubleshooting ................................................................................ 62
Figures
Figure 1. UltraMatrix "E" series models............................................. 5
Figure 2. Expansion card.................................................................. 8
Figure 3. Single Unit configuration ...................................................11
Figure 4. Bus configuration ..............................................................14
Figure 5. Ring configuration.............................................................19
Figure 6. Split-Bus configuration ......................................................22
Figure 7. Main configuration menu...................................................27
Figure 8. Configure system menu ....................................................28
Figure 9. Configure computer menu.................................................32
Figure 10. Configure KVM menu........................................................34
Figure 11. Configure user menu.........................................................36
Figure 12. Configure profile menu......................................................38
Figure 13. Configure group menu ......................................................41
Figure 14. System status display .......................................................42
Figure 15. Save menu .......................................................................44
Figure 16. Login screen.....................................................................46
Figure 17. Computer select menu......................................................47
Figure 18. Connection successful message .......................................48
Figure 19. Connection failed message...............................................48
Figure 20. Disconnect message.........................................................48
Figure 21. Serial menu ......................................................................50
Figure 22. Serial support....................................................................57
Tables
Table 1. Keyboard commands...........................................................46
Appendices
Appendix A. Initial factory default settings..........................................64
Appendix B. General specifications....................................................65
Appendix C. Parts and cables............................................................66
Appendix D. Status Connect / Failure Reason Summary....................67
Appendix E. Disconnect Status Reasons ...........................................68
Appendix F. KVM placement / conflicts ..............................................69
Appendix G. Password jumper...........................................................70
Appendix H. Diagnostic check / error messages ................................71
Appendix I. Video distance table......................................................74
Appendix J. Rack mount...................................................................75
Appendix K. Rack mount illustration...................................................75
INTRODUCTION
NOTE: A
K
eyboard,
V
ideo
monitor, and
M
ouse are
Disclaimer
While every precaution has been taken in the preparation of this manual, the manufacturer assumes no responsibility for errors or omissions. Neither does the manufacturer assume any liability for damages resulting from the use of the information contained herein. The manufacturer reserves the right to change the specifications, functions, or circuitry of the product without notice.
The manufacturer cannot accept liability for damages due to misuse of the product or other circumstances outside the manufacturer’s control. The manufacturer will not be responsible for any loss, damage, or injury arising directly or indirectly from the use of this product. (See limited warranty)
About this manual
This manual covers the installation and operations of the UltraMatrix 2xE and 4xE series switches.
Introduction
Thank you for choosing the Rose Electronics® UltraMatrix™ keyboard­video-mouse matrix switch. The UltraMatrix switch is the result of Rose Electronics commitment to providing continued state-of-the-art switching solutions for today’s demanding workplace. The family of UltraMatrix switches has proven to be a valuable investment for all types of businesses that have the need to monitor, maintain and share information with multiple computer systems. Its use in large computer facilities gives the IT professional the added flexibility to monitor and maintain hundreds of systems, running on different platforms, from one or multiple KVM stations. The UltraMatrix switch is the common sense switching solution that provides the flexibility, integrity, and security required for today’s business environment.
referred to throughout this manual as a KVM station.
The advanced On-Screen-Display (OSD) menus guide you through the configuration process with on-screen information for each configuration section, making it easy to configure the UltraMatrix switch, the KVM stations, the computers, and security for the system. There are also additional configuration parameters that can be used to personalize the look of the menus and dialog boxes. A help line is provided for each menu selection giving a brief explanation of the selected menu item.
ULTRAMATRIX E-SERIES MANUAL
1
Rose Electronics UltraMatrix switches are designed to meet your switching needs, whatever your system demands are, one user or multiple users, one computer or hundreds. All models offer standard features that allow for easy, secure, and complete access to as many as 1,000 computers from one or multiple KVM stations.
Reliability, security, flash memory technology, and other features ensure the UltraMatrix switch will streamline your data center or server room and simplify the maintenance, access, and updating of your systems.
Features
Upgradability
Free lifetime base firmware upgrades, based on flash memory
technology, provide improvements and new features. Base firmware upgrades are available from our web site at www.rose.com.
Security
Unique configuration password for persons authorized to perform
configuration maintenance.
User names and passwords allow controlled access to computers
with sensitive information, system data, or restricted applications.
Computers can be assigned to a unique group, allowing authorized
access only.
Four connect modes: View, Share, Control and Private provide
flexibility in configuring the UltraMatrix switch to conform to your security requirements.
Profiles can be defined for the connect mode, sharing and group
access.
Flexibility
Modular design makes for easy installation, maintenance and
expandability.
Plug-in expansion boards make the UltraMatrix switch easy to
extend to other UltraMatrix switches.
Pre-configuration of the switch allows for installation without
powering the computers/servers down.
Multi-language capabilities. Switching to computers can be done by keyboard commands, an
on-screen list of computers or by commands through the RS232 serial port.
Integrated auto-switching power supply accepts both 110-volt and
220-volt sources.
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ULTRAMATRIX E-SERIES MANUAL
On-screen display technology
The UltraMatrix video pops-up over the computer application
display or is automatically generated.
Easy to use menus guide you through the configuration process. The connection status for all computers can be displayed. Menus and display windows can be configured with solid or
transparent colors.
One of four screen saver options can be selected.
Compatibility
A variety of hardware platforms can be connected simultaneously
to the UltraMatrix switch without interference, including PCs, Sun systems, IBM RS/6000, HP, DEC, SGI, and others.
Full keyboard and mouse emulation and video resolutions up to
1600 x 1280 ensures trouble-free access to most software applications.
Serial support using VT100, VT102, and VT202 terminal emulation. Standard TTY mode automatically scrolls incoming data.
KVM compatibility
Keyboards PC/Unix US and most foreign QWERTY, Japanese and
Korean keyboards with or without Windows keys, (101, 102, 104, 105, 106, 109 keys), Sun*. Some older XT/AT auto-sensing or single mode keyboards may not be compatible.
Monitors VGA, SVGA, XGA, Composite
Mouse Standard PS/2, PS/2 wheel, Sun*
CPU compatibility
Computers Industry standard PCs, Unix systems, Sun*,
IBM RS6000, DEC, HP, SGI, Apple*, and others
Keyboards Standard PC mode 1, 2, or 3 in PS/2 or AT, USB, Sun*,
Apple ADB**, Some older XT/AT auto-sensing or single mode keyboards may not be compatible.
Monitors VGA, SVGA, XGA, Composite, Sync-on-green
Mouse Standard PS/2, PS/2 wheel, Serial (2 or 3 button), USB,
Sun*, Apple ADB**
* Multi-Platform models only. ** Requires use of Rose Translator: CNV-MACPS and a Rose cable. Some MAC start-up options are not available using a translator.
ULTRAMATRIX E-SERIES MANUAL
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Cable requirements
The cable requirements for your system will vary depending on the types of CPUs connected to the UltraMatrix switch and the equipment used for the KVM station. A KVM cable is needed for each KVM station, a CPU cable is needed for each computer that is connected to the UltraMatrix, and if the Units are connected in a “Bus” or “Ring” topology, expansion cables will be needed to connect the Units together. (See Appendix B for cable part numbers.)
Package contents
The UltraMatrix switch RJ12 Serial cable RJ to DB9 adapter Power cord (North American shipments only) Installation and operations manual
CPU, KVM, and expansion cables are usually ordered and shipped separately. If the package contents are not correct, contact Rose Electronics or your reseller, so the discrepancy can be quickly resolved.
Rose Electronics web site
Visit our web site at www.rose.com for additional information on the UltraMatrix switch and other products offered by Rose Electronics that are designed for data center applications, classroom environments, and many other applications.
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ULTRAMATRIX E-SERIES MANUAL
MODELS
UltraMatrix 2xE – Rear panel Model number
UltraMatrix 2xE models
EP2-2X4U/E
UltraMatrix 4xE models
EE2-2X4U/E
EP2-2X8U/E EE2-2X8U/E
EP2-2X16U/E EE2-2X16U/E
UltraMatrix 4xE – Rear panel Model number
EP4-4X4U/E2 EE4-4X4U/E2
EP4-4X8U/E2 EE4-4X8U/E2
EP4-4X16U/E2 EE4-4X16U/E2
Figure 1. UltraMatrix "E" series models
Note: Model number prefix -EP = PC version / EE = Multi-platform Model number suffix - /E = expansion card installed /E2 = two expansion cards installed
ULTRAMATRIX E-SERIES MANUAL
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OVERVIEW
System Overview
The UltraMatrix switch is designed with the latest in KVM switching technology. It has the capability and flexibility to configure to most keyboards, video monitors, mice, servers and computers. The modular design of the UltraMatrix makes the Unit easy to install, expand, and maintain. The addition of an expansion card(s) and additional switches can increase the number of computers that can be connected and accessed to 1,000.
The UltraMatrix series switches are available in several configurations depending on your system switching needs. The “E” series switch is available with 4, 8, or 16 CPU ports and one to four KVM ports. (See appendix F for KVM station placement and conflicts)
KVM station
A KVM station, consisting of a Keyboard, Video monitor, and Mouse, connects to the DB25F KVM connectors on the rear panel using a KVM adapter cable. The KVM adapter cable is available with a variety of connector types to accommodate the different types of keyboards, video monitors and mice. The KVM adapter cable connectors must be compatible with the keyboard, video monitor, and mouse cable connectors. KVM adapter cables are available in lengths of 1 – 100 feet. (Refer to the compatibility table on page 3)
KVM Station Keyboard and Mouse PC Models (EP): Require a PS/2 Keyboard and Mouse. Multi-platform Models (EE): Can use a PS/2 keyboard and mouse or a Sun Keyboard and Mouse.
Note: When using a PS/2 keyboard, the PS/2 keyboard must be
capable of communicating in Mode 2 and Mode 3 if the CPU's are PC Mode 3, USB, SUN, or a Rose Translator is used in conjunction with an Apple computer.
KVM Station Video Monitor
The KVM Station video monitor must be capable of supporting the resolution, frequency, and sync type being sent by all connected computer. It is recommended that the KVM monitor be a multi-sync monitor capable of resolutions up to 1280 x 1024 @ 75Hz or better. The quality of the video depends largely on the type of monitor used, the KVM cable length and cable type. For cable lengths greater than 20 feet, coax cable must be used. Appendix I. shows the video quality distance table for different cable types.
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ULTRAMATRIX E-SERIES MANUAL
Computers
The computers that will be connected to the UltraMatrix must be compatible with the UltraMatrix model. The PC model can connect to standard PC’s and Unix systems. The multi-platform model can connect to PC’s, Unix systems, Sun systems, and USB. Apple ADB computers can be connected using a Rose translator. The CPU connectors on all UltraMatrix models are DB25F. Each connected computer uses a CPU adapter cable compatible with the computer’s keyboard, monitor, and mouse ports. CPU adapter cables are available in lengths of 5 – 100 feet.
The UltraMatrix switch can support computers and serial devices such as routers and hubs, which require a serial interface. A special cable is used to connect from the UltraMatrix CPU connector (DB25F) to a serial interface (Dumb Terminal, CPU, or serial device). The UltraMatrix switches CPU port must first be configured for serial functions. Serial CPU cables are available in DB25 to:
DB9 DB25 RJ11 RJ12 RJ45 MD8
Expansion
To expand the UltraMatrix switch in a Bus or Ring configuration, an expansion card must be installed in each UltraMatrix switch. Figure 2 shows the expansion card used for all “E” series models. The expansion connectors provide the means of sending the system, keyboard, video, and mouse data from one UltraMatrix’s expansion card output to another UltraMatrix’s expansion card input. This allows a KVM station on one UltraMatrix to switch to a computer connected on another UltraMatrix. Expansion cables are needed for each expansion Unit. Expansion cables are available in lengths of 2 – 250 feet.
ULTRAMATRIX E-SERIES MANUAL
7
IN
The 4xE model can have two expansion cards installed. The bottom expansion card transmits the signals for KVM 1 and 2; the top expansion card transmits the signals for KVM 3 and 4. If an expansion card is permanently removed, a terminator and cover plate must be installed.
JP1
Two expansion cards are
OUT
installed in the 4xE model
Figure 2. Expansion card
To remove the expansion card and install/remove jumper JP1:
1. Remove power from the UltraMatrix switch.
2. Remove any expansion cables.
3. Unscrew the two screws securing the expansion card to the chassis. (Bottom expansion card only on a 4xE model)
4. Carefully pull the expansion card straight back until it unseats from the backplane connector.
5. Remove/install the jumper JP1, on the expansion cards.
6. Re-install the expansion card. Make sure it seats properly in the backplane connector.
7. Secure the expansion card with the two screws.
8. Replace any expansion cables
RS232 port
All UltraMatrix switches are equipped with an RS232 serial port on each installed CPU slot. These ports on all UltraMatrix models are RJ12, 6-conductor connectors. They provide a serial interface to the UltraMatrix from a computer terminal, a standalone computer or a Notebook computer that is not connected to a CPU port on the Unit. The RS232 serial port enables you to:

Upgrade the system firmware

Restore a Unit to its factory default settings

Configure an expansion switch

Switch a KVM station to a CPU port An adapter and serial cable are provided for serial interface. Firmware cannot be updated from a computer terminal.
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ULTRAMATRIX E-SERIES MANUAL
Cabling
KVM stations, computers and servers are easily connected to the UltraMatrix switch with the proper cables. Provide adequate strain relief for the CPU, KVM, and expansion cables to relieve excess tension on the connectors.
Avoid routing cables close to fluorescent lights, air compressors, high voltage power sources and machinery that may create electrical noise or interference that may interfere with the operation of the UltraMatrix switch.
System security
Security is a very important concern especially in the environment most UltraMatrix switches are commonly installed in, such as data centers and server rooms. The UltraMatrix system can be secured with a unique configuration password allowing only authorized personnel access to the menus and the system set-up functions, including creating and assigning users, groups, and profiles.
The KVM stations can also be secured by assigning user access names and passwords that restrict access to certain computers or servers that contain sensitive information or restricted applications.
Other security functions include the flexibility of assigning certain computers to a unique Group. This feature allows you to group computers together for access by defined “Profiles”. These profiles can be set-up to define the way computers within a “Group” are accessed.
The security functions, “Users”, “Profiles”, and “Groups” are configured from the main configuration menu and when set-up, form a flexible, reliable, and secure system. These functions are explained in detail in the menu section and the site planning section.
ULTRAMATRIX E-SERIES MANUAL
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Site planning
Organizing your site and planning the placement of the computers, the KVM stations, and the UltraMatrix switches is a key part in the installation and configuration process. Care should be taken when connecting the computers, KVMs, and the UltraMatrix switches. Locate the UltraMatrix as close as possible to the computers so the cables are as short as possible but still give some freedom of movement. Using shorter cables keeps the video noise to a minimum and reduces installation costs. Provide proper strain relief for all cables.
The UltraMatrix switch can be rack mounted with Rose Electronics rack mount kit (see Appendix J & K). Another option that makes for a clutter free installation is the Rose Electronics RackView™. The RackView is a complete KVM station (keyboard, LCD monitor, and mouse) all in a compact, pullout drawer that fits in 1 or 2 rack units. The RackView can also be ordered with an optional UltraMatrix switch installed.
Wherever the UltraMatrix is located, it should be on a secure surface, free from obstructions and objects that may cause damage to the Unit or an individual.
Following are a few items to consider prior to installing or configuring the UltraMatrix switch:

Identify the computers that do not use a PC2 type keyboard and a
PS/2 mouse (default settings). Before connecting these computers
to a CPU port, the CPU port must be pre-configured to change the
default keyboard and mouse types to the correct types.

Each computer can be assigned a unique computer name. Names
like staff, marketing, and finance make it easy to identify and
connect to.
The default computer names are Computer x (x = 1 – 1,000)

The KVM stations can also be assigned a unique KVM name.
The default KVM names are KVM x (x = 1 – 4)

Access to the system set-up and configuration can be limited by
assigning a configuration password.

Access to the computers can be limited by assigning each user a
unique user ID and password and configuring the switch to require
a login.

Pre-plan the expansion cable routing for expanded systems.
The configuration of the system, computers, KVM stations, users, profiles, and groups are defined in the menu section.
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ULTRAMATRIX E-SERIES MANUAL
INSTALLATION
KVM Station
(1 of 4)
Cable
Cable
(1 of 16)
Switch Installation – Single Unit
Please refer to the safety section before installation
The basic installation of a single UltraMatrix switch is an easy and straightforward procedure. Perform the below steps for all computers that will be connected. It is recommended that all computers be powered off. When a computer is connected and then booted, the UltraMatrix will automatically determine the keyboard and mouse types used for that computer and no pre-configuration is needed.
CPU
PC’s
KVM
Figure 3. Single Unit configuration
The Unit in Figure 3 can be any UltraMatrix 2xE or 4xE model
If removing power from a computer is not practical, pre-configure the UltraMatrix to define that CPU port’s keyboard and mouse types. This procedure should only be done if the CPUs keyboard and mouse can be disconnected and re-connected without affecting the interface. The default keyboard type is PC mode 2, and the default mouse type is PS/2. If the computer being connected, with power applied, uses a PC2 keyboard and PS/2 mouse, no pre-configuration is needed. If not, pre-configure the keyboard and mouse types for that CPU port before connecting the computer (steps 4a-4f).
ULTRAMATRIX E-SERIES MANUAL
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Perform the following installation steps for each computer that will be connected to the UltraMatrix. Sequentially connect the computers starting with computer #1.
STEPS: (See Figure 3 for an example of a single Unit installation) (Refer to the troubleshooting section for help if needed)
1. Connect all KVM stations to the UltraMatrix switches DB25F, KVM connectors using the appropriate KVM cables.
2. Turn on all KVM stations video monitors and the UltraMatrix. (Wait for the internal diagnostic check to complete and fade out)
3. Switch KVM station #1 to the CPU port being configured (starting with CPU port #1). This is done by pressing and releasing the left control [Ctrl] key and within 2 seconds, type in the CPU port # being configured (starting with port 1) and press [Enter]. A connection dialog box will display showing the connection status. (Figure 18)
4. Pre-configure the CPU port, if needed, as outlined in steps 4a-f if the computer being connected does not use a PC2 type keyboard or a PS/2 mouse (defaults). Pre-configure the CPU port before connecting the computer. If the computer uses a PC2 type keyboard and PS/2 mouse, connect it to the corresponding CPU port. No pre-configuration is needed.
Pre-Configuration procedure
a. Call up the Configuration menu system by pressing and releasing the left [Ctrl] key, then the [F12] key. (Figure 7)
Select “Computer” and press [Enter] (
b. Figure 9) c. Select the computer to change the default keyboard and/or mouse type, and then select the keyboard or mouse field for the selected computer and press [Enter]. A selection box will display, listing the supported keyboard or mouse types. d. Select the correct keyboard or mouse type for the selected computer and press [Enter]. e. Press [ESC] to return to the “Main menu” and save the changes. f. Connect the computer to the pre-configured CPU port.
5. Boot the computer the KVM station is connected to if the computer power was off. You should see the boot up sequence on the KVM monitor. If the computer was connected to a pre-configured CPU port with power applied, you should see that computers video.
6. Verify that the keyboard, video, and mouse on the connected computer function properly before proceeding. Verify that other KVM stations operate properly.
7. Switch KVM station #1 to the next sequential CPU port as explained in step 3 and perform steps 4-6 for that computer and for the remaining computers.
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ULTRAMATRIX E-SERIES MANUAL
8. When all computers are connected and operating properly, change the “Maximum computers” value from the default value of 64 to the correct number of computers connected to the single Unit. This will limit the scanning function to the actual number of computers that are connected. Change the “Maximum computers” value as follows: (See page 15 for determining the “Maximum computers” value.)
a. Call up the main menu ([Ctrl], F12). (Figure 7) b. Select “System” and press [Enter]. (Figure 8) c. Select “Maximum computers” and press [Enter]. d. Enter the correct “Maximum computers” value and press [Enter]. e. Press [ESC] to return to the main menu. f. Save the changes and EXIT. (Figure 15)
This completes the basic installation for a single Unit. You can switch to any of the attached computers from the keyboard by pressing and releasing the left control [Ctrl] key, typing in the computer port number to switch to and press [Enter]. You can also switch to a computer by displaying the “Computer select” menu (left control [Ctrl] key, then press the [ESC] key). Select the computer to switch to from the list and press [Enter]. You will be immediately switched to that computer. (Figure 17).
To customize the configuration settings for the system, computers, KVM stations, users, profiles, groups, and language see the Configuration Menu section for details.
Refer to the Operation section for information on the operation of the UltraMatrix switch.
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13
(33 of 48)
Cable
Cable
Switch Installation – Multiple units – “BUS” topology
A “BUS” configuration is usually used when all the users are connected to the KVM ports on Unit #1. In a “BUS” configuration, (Figure 4) the video path is from the last Unit in the configuration to the first Unit (“OUT” to “IN”). KVM users on the first Unit can access all computers on all Units. Users connected to Unit #2 can only access computers on Unit #2, 3, etc.
Unit #3
CPUs
Unit #2
CPUs
(17 of 32)
Unit #1
CPUs
(1 of 16)
KVM stations on Unit #3 can access CPUs on Unit #3 only.
KVM stations on Unit #2 can access CPUs on Unit #3 & #2 only
KVM stations on Unit #1 can access all computers
CPU
CPUs
KVM
KVM station (1 of 4)
Figure 4. Bus configuration The Units in Figure 4 can be any UltraMatrix 2xE or 4xE model. Upper expansion card and cabling are on the 4xE model only.
The “BUS” installation procedure is very similar to the single Unit installation with the addition of connecting the expansion cables and changing two configuration parameters, the “Starting computer” number and the “Maximum computers” number. All Units in the system must have an expansion card(s) with a jumper installed on JP1. (NOTE: Jumper JP1 is factory installed on all expansion cards)
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ULTRAMATRIX E-SERIES MANUAL
To start, identify the following prior to installation:
1. Which UltraMatrix will be #1, #2, and so on.
2. Which computer will be #1, #2, and so on.
3. Which computers do not use a PC2 keyboard or a PS/2 mouse.
4. Which Unit and CPU port each computer will be connected to.
5. Which KVM station will be #1, #2, and so on.
6. The “Starting computer” number for each Unit.
7. The number of computers, or “Maximum computers”, that the UltraMatrix will be managing.
The “Starting computer” and “Maximum computers” values are determined as follows:
Starting computer
The “Starting computer” number will depend on which Unit is being configured. The “Starting computer” number for the first Unit is always one (default). Using Units that have 16 CPU ports, the “Starting computer” number for the second Unit is the total number of RS232 ports on the first Unit time 4 plus (+) one or 17, the third Unit would have a “Starting computer” number of 33 (Total RS232 ports on unit #1 and unit #2 times 4 plus (+) 1, and so on.
Maximum computers
The “Maximum computers” value is calculated by multiplying the total number of RS232 ports on all units by 4. If your system consists of 10 UltraMatrix 4xE Units, each with four (4) RS232 ports, the “Maximum computers” number would be 160 (40 - RS232 ports x 4). The “Maximum computers” value must be entered from a KVM station and when saved, this value is propagated to all connected Units.
Connecting the expansion units
The installation steps below are for all UltraMatrix switch models.
Steps: (NOTE: Expansion cables should not be connected at this point)
1. Verify that power is “OFF” on all Ultramatrix switches.
2. Configure the “Starting computer” number for all the UltraMatrix switches, starting with Unit #2 by: (Unit #1 default = 1) a. Connect a KVM station to Unit #2’s KVM #1 connector using
the appropriate KVM adapter cable. b. Apply power to the KVM monitor and to UltraMatrix #2. c. When the internal diagnostic completes, press and release the
left control [Ctrl] key, then the F12 key to display the “Main
menu”.
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d. Select “System” and press [Enter]. e. Next, select “Starting computer number” and press [Enter]. An
input box will display for a new starting computer number. Enter the correct “Starting computer” number for this Unit (See
page 15) and press [Enter]. f. Press the “Esc” key to return to the “Main menu”. g. Select “Save” and press [Enter]. A “YES/NO” choice box will
display. Select “YES” and press [Enter] to save the changes. h. Turn the power off on the UltraMatrix. i. Connect the KVM station to the KVM #1 connector on Unit #3. j. Configure this Units “Starting computer” number and then all
other Units in the system. When the “Starting computer”
number has been entered for all Units, proceed to step 3.
3. Connect the KVM station to Unit #1’s KVM #1 connector and apply power to the monitor and Unit #1.
4. Enter the “Maximum computers” number a. Display the main menu (left control [Ctrl] key, then the F12 key.) b. Select “System” and press [Enter]. c. Select “Maximum computers” and press [Enter]. An input box
will display for a new “Maximum computers” number. Enter the correct “Maximum computers” value as explained on page 15 and press [Enter].
d. Press the “Esc” key to return to the “Main menu”, select “Save”
and press [Enter]. A “YES/NO” choice box will display. Select “YES” and press [Enter] to save the change.
5. The next item is to connect the Units in a “BUS” configuration and verify that communication between the Units is established. To do this, call up the System status display by pressing and releasing the left control [Ctrl] key, then the F12 key.
6. Select “Status” from the Main menu and press [Enter]. The system status screen will display showing the following: (Figure 14) a. Computers b. Power (Power on status) c. POS (Card position) d. VER (Program version) e. KVM f. CPU g. User h. Status
The number of system CPU ports that Unit #1 has will be highlighted. If the Unit is a 16-port switch, computers 1–4, 5–8, 9–12, and 13–16 will be highlighted on the status screen. (Note: “System CPU ports” = total RS232 ports times 4)
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7. Apply power to the next unit to bus in, then connect an expansion cable (IN THIS ORDER); (Lower and upper expansion cards on the 4xE model)
From: Unit #2’s “OUT” expansion card connector To: Unit #1’s “IN” expansion card connector.
8. Verify that the block of system CPU ports from Unit #2 is recognized on the status screen. If Unit #2 is a 16-port switch, computers 17–20, 21–24, 25–28, and 29–32 will be highlighted.
9. Sequentially apply power, then connect the expansion cables to the remaining switches as explained in steps 7 and 8. Always with power on the unit and from the “OUT” connector of the Unit being added to the “IN” connector of the previously installed Unit.
10. When all Bus cabling is in place and reporting properly to the status screen, save the configuration to update all boards in the system.
Verifying the Video path Steps 11, 12, and 13 verify that the video path is properly routed to a KVM station and all cabling is connected properly. Make sure all UltraMatrix switches are on, all Bus cabling is in place and a KVM station is connected to UltraMatrix #1, KVM #1 port.
11. Connect a computer to any CPU port on the last UltraMatrix switch. Switch the KVM station to this CPU port by pressing and releasing the left control [Ctrl] key, type in the CPU port number, then press [Enter]. This connects the KVM station to that CPU port.
12. Boot the computer; you should see the boot-up sequence on the KVM monitor. If no video is seen, see the troubleshooting section.
13. Connect other KVM stations, if needed, to the UltraMatrix switches and verify they operate properly. (See Appendix F. for proper KVM station placement)
Connecting the computers
If power must be maintained on a computer, perform steps 4a-f on page 12 to pre-configure the keyboard and mouse types, if needed, before connecting the computers. Though not required, the following steps assume that all CPU ports will be utilized and the computers installed sequentially.
(All UltraMatrix switches in the system should have power “ON” and no configuration menu displaying on any KVM monitor.)
14. Make sure all KVM stations video monitors and all UltraMatrix switches have power applied and a KVM station on Unit #1.
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15. Switch the KVM station to CPU port # “x” (starting with x=1) by pressing and releasing the left control [Ctrl] key and within 2 seconds, type in 1 (or the CPU port # being configured) and press [Enter]. A connection dialog box will display.
16. If the computer being connected does not use a PC2 type keyboard or a PS/2 mouse (defaults), pre-configure the CPU port as outlined in steps 4a-f on page 12 before connecting the computer. If the computer uses a PC2 type keyboard and a PS/2 mouse, connect it to the corresponding CPU port with the appropriate CPU cable. No pre-configuration is needed.
17. Boot the computer if power is not applied. You should see the boot up sequence on the KVM monitor. If the computer was connected to a pre-configured CPU port with power applied, you should see that computers video.
18. Verify that the keyboard, video, and mouse on the connected computer function properly before proceeding.
19. Switch the KVM station to the next sequential CPU port as explained in step 14 and perform steps 15 - 17 for this computer and for the remaining computers.
When all computers are connected to the UltraMatrix switches and functioning properly, the basic installation of a “BUS” configuration is complete. KVM stations connected to UltraMatrix switch #1 can switch to any computer in the system.
Other configuration parameters can be set-up for the system, computers, KVM stations, users, profiles, groups, and languages. See the “Configuration menu” section for instructions on setting up these items and the Operations section for using the UltraMatrix switch.
These installation steps are a guideline for installing multiple switches in a “BUS” topology. Following these steps verify, that through the installation process, everything functions properly.
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Cable
Cable
Switch Installation – Multiple units – “RING” topology
A “RING” configuration is usually used when the users are connected to different UltraMatrix switches and need access to all computers. In a “RING” configuration, users on any KVM station in the ring can access all the computers in the system on a first-come-first-serve basis.
Unit #3
CPUs
33 - 48
Unit #2
CPUs
16 – 32
Unit #1
CPUs
JP1 off
JP1 on
JP1 off
A KVM station on Unit #3 can access all computers.
A KVM station on Unit #2 can access all computers.
A KVM station on Unit #1 can access all computers.
CPU
KVM
KVM station (1 of 4)
Figure 5. Ring configuration
The Units in Figure 5 can be any UltraMatrix model
The “RING” installation procedure is very similar to installing a “BUS” configuration with the exception of removing jumper JP1 on the expansion cards on two Units and adding an expansion cable(s) from the first Unit to the last Unit. This additional expansion cable(s) from the first Unit to the last Unit creates the “RING”.
In the example used in Figure 5, removing jumper JP1 on Unit #1 and #3 divides the total ring cable length approximately in half. Unit #3 (IN) to Unit #1 (OUT) = 20’ Unit #3(OUT) to Unit #2 (IN), Unit #2 (OUT) to Unit #1 (IN) = 20’.
All Units must be equipped with an expansion card(s).
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To begin setting up your system in a “RING” configuration, perform steps 1 – 13 as outlined in setting up a “BUS” configuration. When doing this, keep in mind that the “OUT” expansion card connector on the first Unit will be connected with an expansion cable to the “IN” expansion card connector on the last Unit to complete the “Ring”.
Jumper JP1 must be removed from the lower expansion cards on two Units in the system to properly maintain cable termination. To identify which Units must have jumper JP1 removed, calculate the total cable length around the “RING”. This is from Unit #1’s “IN” connector, around the “RING” and back to Unit #1’s “OUT” connector. Jumper JP1 should be removed on Unit #1 and another switch that will divide the “RING” into approximately equal cable length distances. (See Figure 5 for a typical example)
Steps: (Perform steps 1-13 described in the “BUS” installation first, page 14) (NOTE: Disconnect all cables before removing any expansion card)
1. Remove power from all UltraMatrix switches.
2. Connect an expansion cable from Unit #1’s “OUT” connector (top and bottom expansion cards on the 4xE model) to the last Units “IN” connector (top and bottom expansion cards on the 4xE model) to complete the “Ring”.
3. Remove the bottom expansion card on Unit #1 and the other switch that divide the “RING” into equal distances and remove jumper JP1 (See Figure 2), then replace the expansion cards, cables, and apply power to the two UltraMatrix switches that jumper JP1 was removed. All other UltraMatrix switches should have power off at this time.
4. Make sure a KVM station is connected to UltraMatrix #1, KVM #1.
5. Turn on all KVM stations video monitors and apply power to all UltraMatrix switches. (Wait for the internal diagnostic check to complete and fade out).
6. Switch the KVM station to CPU port #1 on Unit #1 by pressing and releasing the left control [Ctrl] key, type in “1” and press [Enter].
7. Pre-configure the CPU port, if needed, as outlined in steps 4a-f on page 12 if the computer being connected does not use a PC2 type keyboard or PS/2 mouse (defaults). Pre-configure the CPU port before connecting the computer. If the computer uses a PC2 type keyboard and PS/2 mouse, connect it to the corresponding CPU port. No pre-configuration is needed.
8. Boot the computer if power is not applied. You should see the boot up sequence on the KVM monitor. If the computer was connected to a pre-configured CPU port with power applied, you should see that computers video.
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