USB Plus Matrix Controller Setup Guide

USB Plus Matrix Controller Setup Guide The Extron USB Plus Matrix Controller is a pre-configured controller that can easily be setup and deployed to control Extron USB Extender Plus products in a USB Matrix switching application within a gigabit Ethernet network. Quick and easy setup of the USB Plus Matrix Controller, USB Extender Plus transmitters and receivers is done using Extron Product Configuration Software (PCS). An Extron Control System or any third party control can interface with the USB Plus Matrix Controller via Ethernet or RS 3 to perform USB switching. The main components in a USB Extender Plus Matrix system: USB Plus Matrix Controller The controller is pre-configured to control the USB Extender Plus transmitters and receivers in a USB Matrix switching application. The default Telnet port is 3 (see the USB Plus Matrix Controller Help File for full details). USB Plus Extenders (transmitters and receivers) At least transmitter and receiver are required, and up to 64 extenders total may be included. Each extender must be assigned a unique IP address (DHCP cannot be used to assign these addresses), and these addresses are uploaded to the USB Plus Matrix Controller. All twisted pair models are supported: rack mountable models (standard and HID-only), AAP models, and decorator-style models (see the USB Extender Plus Series User Guide, available on www.extron.com, for more information about these models). Product Configuration Software (PCS) This free software is loaded on the computer and is used to configure the USB Extender Plus transmitters and receivers. It is also used to create a configuration that is uploaded to the USB Matrix Controller (see the USB Plus Matrix Controller Help File for details on how to use PCS with the USB Matrix Controller). Extron Toolbelt This free software is used to configure the IP settings of the USB Matrix Controller (see the Toolbelt Help File at www.extron.com for details on how to use Toolbelt). Installation ATTENTION: Installation and service must be performed by authorized personnel only. L installation et l entretien doivent être effectués par le personnel autorisé uniquement. Do not perform a Mode 5 reset (see USB Plus Matrix Controller Help File) to the USB Matrix Controller. Doing so will erase the factory loaded configuration used to control the USB Extender Plus transmitters and receivers. N effectuez aucune réinitialisation complète de système (mode 5) (voir USB Plus Matrix Controller Help File) sur l USB Matrix Controller. Cette action entraînera en effet la suppression de la configuration par défaut, utilisée pour le contrôle des émetteurs et récepteurs USB Extender Plus. The following diagram shows an example of a USB Plus Matrix Controller system setup: USB EXTENDER Plus T 3 4 USB EXTENDER Plus R Tx Rx USB EXTENDER Plus T 3 4 USB EXTENDER Plus R Tx LAN Rx USB EXTENDER Plus T 3 4 USB EXTENDER Plus R Tx 3 Rx 3 Tx 4 USB EXTENDER Plus T Control Rx 4 3 4 USB EXTENDER Plus R COM Tx RTS R Rx CTS USB PLUS MATRIX USB Matrix Controller SIS (Simple Instruction Set Commands) Control System Figure. Application Diagram of the USB Plus Matrix Controller System

USB Plus Matrix Controller Setup Guide (Continued) General Setup for the USB Extender Matrix System. Enable the Network Pairing feature on each USB Extender transmitter and receiver to be used in the USB Matrix system.. Use Extron Toolbelt to configure the IP settings of the USB Matrix Controller (IP, Subnet, and Gateway addresses). NOTE: USB Extender Transmitters and Receivers must be on a static IP. Do not configure the extenders for DHCP mode. 3. Use PCS software and the included 9-pin to.5 mm TRS serial cable to sequentially configure each of the IP settings of the USB Extenders via the Config port of the product and create a USB Matrix Configuration. 4. Use PCS software to upload the configuration of the USB matrix setup to the USB Plus Matrix controller. 5. Set up an (Extron) control system to control the matrix switching by making input and output ties. Use an Extron IPL control driver, available on the Extron website. Setup Requirements The following are required for the USB Plus Matrix system setup: Download Toolbelt and PCS from the Extron website The computer running Toolbelt and PCS to configure the USB Matrix must be on the same Subnet and Gateway. USB Extenders Plus (applies to all extenders in the system) Must have a unique IP address (see the USB Plus Matrix Controller Help File). NOTE: USB Extender Transmitters and Receivers must be on a static IP. Do not configure the extenders for DHCP mode. Over network pairing must be enabled (see the USB Extender Plus T/R User Guide). Must be on the same subnet and gateway as the controller and all other USB extenders in the system. Must have the same firmware as all other USB Extender Plus in the system. USB Plus Matrix Controller Must use Extron Toolbelt to configure the IP, Subnet and Gateway address. Must be on the same subnet and gateway as the extenders. Must have an admin password assigned. Control System An Extron or third party control system is required to interface and control the USB Matrix Controller to make and break ties between the USB Extender Plus transmitters and receivers. USB Plus Matrix Controller driver is available on the Extron website. Hardware Setup To connect the devices:. Connect the USB Plus Matrix Controller to the network via the LAN (TCP) RJ-45 port (see figure, ). POWER V 0.A MAX MAC: 00-05-A6-XX-XX-XX S/N: ####### E###### COM USB PLUS MATRIX Tx Rx G RTS CTS LAN / PoE Figure. USB Plus Matrix Controller Rear Panel. Connect power to the USB Plus Matrix Controller (see figure, ) and to the first USB extender that you will be configuring. CAUTION: The wires must be kept separate while the power supply is plugged in. Remove power before wiring. ATTENTION : Les deux cordons d alimentation doivent être maintenus séparés lorsque la source d alimentation est branchée. Coupez l alimentation avant d effectuer un raccordement. ATTENTION: Do not connect power to the switcher until you have read the ATTENTION notices on page. Ne branchez pas l alimentation au sélecteur avant d avoir lu les mises en garde ATTENTION aux page.

3. Connect one of the USB transmitters and receivers to the computer via the Config port (see figure 3, ) using the included 9-pin to.5 mm TRS serial cable. NOTE: Figure 3 shows the transmitter models only. However, on each receiver the Config port is at the same location as on the equivalent transmitter model. USB EXTENDER Plus T USB Extender Plus T/R (Rack-mountable), Front Panel USB USB EXTENDER PLUS PLUS D T POWER V --A MAX USB Extender Plus T/R AAP, Rear Panel Figure 3. Config Port Locations on the Three USB Extender Plus Models Software Setup PCS and Toolbelt are available free of charge from the Extron website. Use PCS software to configure the USB extenders and upload their IP addresses to the USB Plus Matrix Controller controller. Use Extron Toolbelt to configure the IP settings of the USB Matrix Controller (see the USB Plus Matrix Controller Help File for details). Dowloading the software To obtain PCS and Toolbelt from the Extron website:. Go to www.extron.com. On the main page, click the Download tab (see figure 4, ). POWER POWER V --A --A MAX MAX USB Extender Plus T/R D (Decorator-Style Wallplate), Rear Panel Figure 4. Download Page on Extron Website. To download PCS, click PCS () in the left panel of the Download screen. 3

USB Plus Matrix Controller Setup Guide (Continued) 3. On the PCS page, click the Download button (see figure 5, ). Follow the instructions on the subsequent screens to log in and download and install the software. Figure 5. Download Button on the PCS Web Page 4. To download Toolbelt, click on the Software (see figure 4, 3 on the previous page) in the left panel of the Download screen. 5. Scroll down to the alphabetic navigation bar (see figure 6). Figure 6. Alphabetic Navigation Bar 6. Click the T for Toolbelt, navigate to the Toolbelt software, and click Download (see figure 7, ). Follow the instructions on the subsequent screens to log in and download and install the software. Figure 7. Download Button for the Toolbelt Software Starting Toolbelt Before setting up a new Matrix Configuration, the network information of the USB Plus Matrix Controller must be configured in ToolBelt first. To connect the USB Plus Matrix Controller with Toolbelt:. Right-click the Toolbelt icon (shown at right) that was placed on your desktop during software installation and select Run as Administrator. Toolbelt opens with the main window.. Click the Start Discovery button (see figure 8, ) at the top of the window. Figure 8. Start Discovery in Toolbelt NOTE: If another application, such as PCS, is running a discovery, Toolbelt cannot run discovery at the same time. 3. Navigate to the USB Plus Matrix Controller with the matching MAC address of the unit and double-click to connect (see figure 9, ). 3 Figure 9. Navigate to USB Plus Matrix Controller 4. Select Set IP link () and configure: IP address Subnet Gateway NOTE: After configuration, the device may need to be located again with new IP address before selecting Manage. 5. Select Manage link (3). 4

Product Category 6. Select the Device Information tab and confirm the minimum version USBMAtrix 0_8.gs program (see figure 0, ) is loaded. Figure 0. Device Information Tab 7. Select the Network Settings tab (see figure, ) to confirm the network addresses are correctly configured. Figure. Network Settings Tab 8. Select the System Utilities tab (see figure, ). Figure. System Utilities Tab 5

Product Category 9. Click the Reboot button (see figure, on the previous page). NOTE: A Reboot or power cycle is required after network settings have been changed to restart the USB matrix program. 0. Close Toolbelt. NOTE: If Toolbelt is running a discovery, another application, such as PCS, cannot run discovery at the same time. Starting PCS To get started using PCS to setup a new Matrix Configuration:. Double-click the Extron PCS icon (shown at right) that was placed on your desktop during software installation. The PCS opens with the main window.. From the File drop-down menu in the upper-left corner (see figure 3, ), select New Configuration File. Figure 3. Selecting New Configuration File from the File Menu The New Configuration File window opens (see figure 4). 3. In the Device Models panel, scroll to locate USB Extender Matrix and select it (see figure 4, ). Figure 4. Device Models Panel 4. Click the Configure button () at the bottom of the screen. 6

Product Category The Add + Configure Extenders screen is displayed (see figure 5). NOTES: On the bar across the top of the screen,. Extenders is highlighted (see figure 5, ) to indicate that you are currently working on step, adding extenders to the configuration. Step through the prompts in the Hardware Wizard to configure the USB Extenders. A device tab is added above the bar, containing the words USB Extender Matrix (). When the configuration has been saved, the name you assigned to it appears on this tab. The tab also contains a drop-down menu from which you can select to save the current configuration. Figure 5. Add + Configure Extenders Screen Creating configurations To add, configure, and upload the USB extenders and the USB Plus Matrix Controller, and to create ties between the transmitters and receivers, see the USB Plus Matrix Controller Help File, provided with PCS (see Accessing the USB Plus Matrix Controller Help File). NOTE: Each transmitter can be tied to no more than four receivers at a time. Accessing the USB Plus Matrix Controller Help File To open the USB Plus Matrix Controller Help File from within PCS:. Open the PCS program and start a new configuration.. From the Device tab drop-down menu (see image on the right, ), select USB Plus Matrix Help (). The USB Plus Matrix Controller Help File opens. Replacing an Extender If an extender that is part of the matrix malfunctions and needs to be replaced, follow these steps:. Disconnect and remove the malfunctioning extender.. Set the replacement extender to match the settings of the original extender: IP address, gateway address, and subnet mask Over-network pairing enabled (see the USB Extenders Plus T/R User Guide for more information). 3. Connect the extender to the network. 4. Connect power to the extender. When the extender is found, the configuration in the USB Matrix Controller is updated to include it. 7

Product Category Troubleshooting The USB Plus Matrix Controller can easily be setup and deployed to control Extron USB Extender Plus products in a USB Matrix switching application within a gigabit Ethernet network. In the event that the matrix is not functioning properly, follow these guidelines to troubleshoot the issue. Verify the following: Network router and switch or switches have been configured correctly, are powered, and are compatible with the specs of the USB Extenders and USB Plus Matrix Controller. Network twisted pair cables are properly terminated and functioning. USB Extenders and the USB Plus Matrix Controller are powered and connected to the network. PCS on your computer is v4.0 at a minimum. USB Extenders, USB Plus Matrix Controller, and PC with PCS are on the same subnet mask and gateway. USBMatrix 0_8.gs is loaded on the USB Plus Matrix Controller via Toolbelt. USB Plus Matrix Controller has firmware v.05.000 b-007 at a minimum via Toolbelt. A correct username and password have been entered for USB Plus Matrix Controller. The defaults are: username: admin password: extron The following ports are open 3 Allows the USB controller to be interfaced with a control system. If using DataViewer, this port allows troubleshooting and querying controller information. 0 Allows user space access on the USB controller in order to access the CSV file, and if need be SFTP. Pairing and un-pairing between transmitters (Tx), receivers (Rx), PCS, and controller occurs in TCP/IP layer 3 and UDP. USB data transfer between the Tx and Rx that occurs in MAC address layer and UDP. 8

USB Plus Matrix Controller Setup Guide (Continued) SIS (Simple Instruction Set) Commands This section describes the SIS commands that can be issued from the computer or control system to the USB Plus Matrix Controller via RS-3 or LAN connection (Default Telnet port is 3). You can also enter commands using an application such as the Extron DataViewer, available at www.extron.com (see the DataViewer Help file to use this program). The RS-3 port uses a protocol of 9600 baud, 8 data bits, stop bit, no parity, and no flow control. SIS commands consist of one or more characters per field. No special characters are required to begin or end a command sequence. When the USB Plus Matrix Controller determines that a command is valid, it executes the command and sends a response to the host device. All responses from the controller to the host end with a carriage return and a line feed (CR/LF = ]), indicating the end of the response character string (one or more characters). Error Responses When the controller receives a valid command, it executes the command and sends a response to the host device. If the unit is unable to execute the command because the command contains invalid parameters, it returns an error response to the host. E0 Invalid input number E0 Invalid command E Invalid output number E3 Invalid value E4 Invalid command for this configuration Using the Command and Response Table The Command and Response Table for SIS Commands, beginning on the next page, lists the commands that the controller recognizes as valid, the responses that are returned to the host, a description of the command function or the results of executing the command, and some examples of the command syntax in ASCII. NOTE: Unless otherwise stated, upper- and lowercase text can be used interchangeably in the commands. E95 Configuration file does not exist. E96 Transmitter is offline. E97 Receiver is offline. E98 Maximum number of receivers are tied to the transmitter. E99 No configuration loaded Space ASCII to HEX Conversion Table Symbol Definitions = Space ] = Carriage return with line feed } or = Carriage return with no line feed E or W = Escape 95 = Superscripts indicate the error message displayed if the command is entered incorrectly or with invalid parameters (see Error Responses). X! = Input (transmitter) number X@ = Output (receiver) number X# = Starting output tie number when viewing all ties X$ = Firmware version number (n.nn) X% = Connection status of USB Extender Plus 0 = offline = online (-) = not configured X^ = Extender connection status 0 = offline = online = unknown device X* = Healing behavior (after extender replacement) 0 = untie (ties to replaced extender remain broken) = maintain ties (ties to extender are recreated) X( = Endpoint number where healing occurred X) = Results of saving a configuration to file 0 = failed (error in writing the configuration file) = successful (configuration saved to file) X! = Number of TCP connections Response is three digits, padded with zeros. X@ - X% Serial connection parameters: X@ = baud rate, X# = Parity, X$ = Data bits, X% = Stop bits X^ = IP address (nnn.nnn.nnn.nnn) X& = MAC address (xx-xx-xx-xx-xx-xx) X* = Hostname of the host device X( = Port timeout in seconds X) = Configuration reloading result code 0 = error reloading CSV (system configuration) files = reload successful = error restarting matrix 3 = error stopping matrix 4 = CSV file not found X! = Extender endpoint name assigned in the configuration file. If no name is assigned, the response is None. X@ = Clear ties at startup setting 0 = do not clear ties at startup = clear ties at startup X# = Matrix input size X$ = Matrix output size X% = Time on host device: Www, DD Mmm yyyy HH:MM:SS (Www = day of the week, Mmm = month) X^ = Host device part number 9

Product Category Command and Response Table for SIS Commands Command Configuration File Management ASCII Command (Host to Controller) Response (Controller to Host) Additional Description Reload configuration ERELOAD } RELOAD X) ] Reload the current configuration. X) is the reload result. Ties View all ties E0*X# *VC } Vgp00 OutX#*X! X! X! 3 X! 4... X! 6 Vid] View output tie status X@! OUTX@ INX! ALL] View all ties, starting with output X# in the configuration. Up to 6 ties can be displayed. X# = the number of the first tie that the response will start with. Break all ties 0*! <Response Varies> Remove all existing input-output ties. Example: 0*! OUTX@ IN00 ALL] Response varies: if any ties exist, a response for each one that gets removed will appear. Make tie X!*X@! OUTX@ INX! ALL] Create a tie between input X! and output X@. Set Clear all ties on startup ECLEAR*X@ } CLEAR*X@] Set whether or not to clear all ties when the system is started (X@). View Clear all ties on startup ECLEARVC } CLEAR*X@] View current setting for Clear all ties on setup. Information Requests Query firmware version Q Ver0*X$ ] View firmware version X$. Query part number N Pno 56-00-00000] View software part number. Query input and output size I Info00*USBX#*X$] These values represent the size of the matrix. USB Extender Plus Connection Status View input connection status Example: View output connection status Example: WCONNI} CONNIX% X%...X% N ] CONNI---] WCONNO} CONNOX% X%...X% N ] CONNO---] Device input status changed (Unsolicited) CONNIX!*X^] X^ is device status. Device output status changed (Unsolicited) CONNOX@*X^] X^ is device status. NOTE: View connection status X% of the USB Plus inputs. A matrix configured with inputs, 3, and 6. All extenders are online View connection status X% of the USB Plus outputs. A matrix configured with outputs and 5. All extenders are online X! = Input number X@ = Output number X# = Starting output tie number when viewing all ties X$ = Firmware version (displayed with two decimal places) X% = Connection status of USB Extender Plus: 0 = offline, = online,(-) = not configured X^ = Extender connection status: = online (connected), 0 = offline (not connected), = unknown device X) = Configuration reloading result code: 0 = error reloading CSV files, = reload successful, = error restarting matrix, 3 = error stopping matrix, 4 = CSV file not found X@ = Clear All Ties on Startup setting: 0 = Do not clear all ties (default), = Clear all ties at startup. X# = Input size X$ = Output size 0

USB Plus Matrix Controller Setup Guide (Continued) Command NOTE: ASCII Command (Host to Controller) Healing Behavior (when an extender is replaced) Response (Controller to Host) Additional Description Set healing behavior EHEALING*X* } HEALX*] Set the system behavior to X* when an extender is replaced in the configuration. View healing behavior EHEALVC } HEAL X*] View the set system behavior X* when an extender is replaced in the configuration. Force healing check EHEALNOW } FORCED] Force the system to perform a healing process. Healed endpoint (unsolicited) HEALED *X%*X(] Shows the connection status X% and number of the endpoint X( at which healing occurred. IP and Serial Information View serial port parameters ECP } Cpn00 CcpX@,X#,X$,X% ] View the serial port parameters X@ (baud rate), X# (parity), X$ (data bits), X% (stop bits) View IP address ECI } Ipi X^ ] View IP address X^ of the unit (nnn.nnn.nnn.nnn) View MAC address ECH } Iph X& ] View hardware Media Access Code (MAC) address X& of the unit (xx-xx-xx-xx-xx-xx). View total TCP connections ECC } IccX! ] View the total number (X!) of TCP connections. View hostname ECN } Ipn X* ] View hostname X* of the host device. Global Timeout Set global timeout E*X(TC } Pti*X( ] Set port timeout X( (in 0-second increments). View global timeout ETC } Pti*X( ] View port timeout X(. View controller time ECT } Ipt X% ] View date and time X% set on the host device Endpoint Name View extender input name EENAME*I*X! } ENAME*I*X!*X! ] View name X! of input X!. View extender output name EENAME*O*X@ } ENAME*O*X@*X! ] View name X! of output X@. View host device part number EPNH } PNH*X^ ] View host device (controller) part number X^. X! = Input number X@ = Output number X$ = Firmware version (displayed with two decimal places) X% = Connection status of USB Extender Plus: 0 = offline, = online,(-) = not configured X* = System response (healing behavior) when an extender is removed from the configuration: 0 = Untie (Ties are not restored to the replaced extender.) = Maintain existing ties (Ties that were made to the removed unit are restored to the replacement extender.) X( = Number of endpoint at which healing occurred. X) = Results of saving a configuration to a file: 0 = error writing the file, = save was successful. X! = Number of current TCP connections. Response is three digits, padded with zeros. X@ = Baud rate (default = 9600) X# = Parity (default = no parity) X$ = Data bits (default = 8) X% = Stop bits (default) = ) X^ = IP address (nnn.nnn.nnn.nnn) X& = MAC address (xx-xx-xx-xx-xx-xx) X* = Hostname of host device. If DHCP is off, the IP address of the host device is returned. X( = Port timeout: (0 seconds) through 6500 (65000 seconds). Default = 30 (300 seconds = 5 minutes) X) = Configuration reloading result code: 0 = error reloading CSV files, = reload successful, = error restarting matrix, 3 = error stopping matrix, 4 = CSV file not found X! = Name given in configuration file for endpoint at input X! and output X@. None = no name given in the configuration file X@ = Output size X% = Time on host device: Www, DD Mmm yyyy HH:MM:SS (Www = day of the week, Mmm = month) X^ = Host device part number

USB Plus Matrix Controller Setup Guide (Continued) Power Supply Attention Notices ATTENTION: Always use a power supply supplied and or specified by Extron. Use of an unauthorized power supply voids all regulatory compliance certification and may cause damage to the supply and the end product. Utilisez toujours une source d alimentation fournie ou recommandée par Extron. L utilisation d une source d alimentation non autorisée annule toute conformité réglementaire et peut endommager la source d alimentation ainsi que le produit final. If not provided with a power supply, this product is intended to be supplied by a power source marked Class or LPS and rated at VDC and a minimum of.5 A. Si le produit n est pas fourni avec une source d alimentation, il doit être alimenté par une source d alimentation certifié UL de classe ou LPS, avec une tension nominale Vcc,.5 A minimum. The installation must always be in accordance with the applicable provisions of National Electrical Code ANSI/NFPA 70, article 75 and the Canadian Electrical Code part, section 6. The power supply shall not be permanently fixed to building structure or similar structure. Cette installation doit toujours être conforme aux dispositions applicables du Code américain de l électricité (National Electrical Code) ANSI/NFPA 70, article 75, et du Code canadien de l électricité, partie, section 6. La source d alimentation ne devra pas être fixée de façon permanente à une structure de bâtiment ou à une structure similaire. Power supply voltage polarity is critical. Incorrect voltage polarity can damage the power supply and the unit. The ridges on the side of the cord identify the power cord negative lead. To verify the polarity before connection, plug in the power supply with no load and check the output with a voltmeter. La polarité de la source d alimentation est primordiale. Une polarité incorrecte pourrait endommager la source d alimentation et l unité. Les stries sur le côté du cordon permettent de repérer le pôle négatif du cordon d alimentation. Pour vérifier la polarité avant la connexion, brancher l alimentation hors charge et mesurer sa sortie avec un voltmètre. The length of the exposed copper wires is important. The ideal length is 3/6 inch (5 mm). Any longer and the exposed wires may touch, causing a short circuit between them. Any shorter and the wires can be easily pulled out even if tightly fastened by the captive screws. La longueur des câbles exposés est primordiale lorsque l on entreprend de les dénuder. La longueur idéale est de 5 mm (3/6 inches). S ils sont trop longs, les câbles exposés pourraient se toucher et provoquer un court circuit. S ils sont trop courts, ils peuvent être tirés facilement, même s ils sont correctement serrés par les borniers à vis. These power supplies are not suitable for use in air handling spaces or in wall cavities. Ces sources d alimentation ne sont pas appropriées pour une utilisation dans les espaces d aération ou dans les cavités murales Remote power is intended for indoors use only. No part of a network that uses remote power can be routed outdoors. L alimentation à distance est exclusivement réservée à un usage en intérieur. Un réseau utilisant une alimentation à distance ne peut pas être routé en extérieur. 06-08 Extron Electronics All rights reserved. www.extron.com All trademarks mentioned are the property of their respective owners. 68-3056-50 Rev. D 0 8