Direct Connect and Dial-Up on Windows 98

N30 Supervisory Controller System Communications Manual 689.3 Application Notes Section Issue Date 0101 APPLICATION NOTE Direct Connect and Dial-Up on Windows 98 Direct Connect and Dial-Up on Windows 98...3 Introduction...*3 Key Concepts...4 Direct Connect... 4 Custom Modem Configuration File...*4 Dial-Up Networking... 4 Network Connection Icon...*4 Client for Microsoft Networks... 5 Direct Serial Communications Checklist...*5 Dial-Up (Modem) Communications Checklist...*6 Procedure Overview...*7 Detailed Procedures...10 Installing Dial-Up Networking... 10 Modifying the Dial-Up Networking Settings... *10 Adding a Direct Serial Connection Option under Modems... *13 Adding a Modem... *18 Creating a Network Connection Icon... *22 Modifying a Network Connection Icon Setting... *24 *Indicates those sections where changes have occurred since the last printing. 2001 Johnson Controls, Inc. www.johnsoncontrols.com Code No. LIT-6893350

2 Application Notes

Direct Connect and Dial-Up on Windows 98 3 Direct Connect and Dial-Up on Windows 98 Introduction This document discusses some installation and configuration issues related to using direct serial and dial-up (modem) connections for N30 Supervisory Controller (N30) and M-Series Workstation systems. This document describes how to: install dial-up networking modify the dial-up networking settings for direct serial connections add a direct serial connection option under modems add a modem create a Network Connection icon modify a Network Connection icon For further information on communications issues in N30/M-Series Workstation systems, see the Site Book User s Guide (LIT-6893100) and the N30 Supervisory Controller Networking Technical Bulletin (LIT-6891300).

4 Application Notes Key Concepts Direct Connect Also called a direct serial connection, this is when you make a connection from a Personal Computer (PC) to another PC or some other device, such as an N30, using a cable connected from the serial port on the PC to a serial port on the other PC or device. Custom Modem Configuration File When using a direct serial or a dial-up (modem) connection in the System Tools components of M-Tool, communication is established using Point-to-Point Protocol (PPP). However, by default Windows 98 software does not support PPP over a direct serial connection. In order to support a direct serial connection on Windows 98 software, a custom modem configuration file must be installed that makes the direct connection appear as a modem connection to the Windows communications components. The System Tools installation adds a custom modem configuration file (Mdmsc2pc.inf) to the \Windows\inf\ directory. This file provides a definition for a direct connection. This definition appears as a modem to Windows software. If you have not installed System Tools and you need this file for other Johnson Controls products, copy the file from the M-Tool installation disk. The file is found in the directory: CD-drive:\System Tools\Win95Updates\. Dial-Up Networking Accessory in Windows operating systems that allows remote access to other computers and devices. Note: For both direct serial and dial-up (modem) connections, Windows Dial-Up Networking must be installed. Installation of Dial-Up Networking is an option with Windows 98 software that may or may not be currently installed on the PC. Network Connection Icon A dial-up connection profile allows a computer to dial out to different connection points. The profile is represented by icons created after configuring a communications connection for a site or device on your PC using Windows Dial-Up Networking. When a Network Connection icon is created, the site it represents is selectable from other communications programs, such as Site Book. Opening the Network Connection icon allows you to edit the parameters of that site, for example, to change the phone number used to dial the site.

Direct Connect and Dial-Up on Windows 98 5 Client for Microsoft Networks By default, during the installation of the Dial-Up Networking update, the Client for Microsoft Networks is installed and selected. This component is not required by the M-Tool direct connect software. Leaving it enabled causes additional network traffic on the direct serial connection, which effectively reduces the communications bandwidth available for M-Tool messages and slows down M-Tool functions such as uploads and downloads. See Modifying the Dial-Up Network Settings in this document for instructions on disabling this feature. Direct Serial Communications Checklist Setting up communications between a PC and an external device is a multi-step process. Table 1 is a guide to verify all the steps required for successful communications are complete. Table 1: Direct Serial Communications Checklist Step Task Completed 1 Verify that Dial-Up Networking is installed. See Installing Dial-Up Networking in this document. 2 Modify the default Dial-Up Networking settings for the best performance. See Modifying the Dial-up Networking Settings in this document. 3 Verify that Dial-Up Networking Serial Cable between 2 PCs is available as a modem connection. See Adding a Direct Serial Connection Option under Modems in this document. 4 Go to Dial-Up Networking and add a Network Connection icon for the direct serial connection. See Creating a Network Connection Icon in this document. The default Network Connection icon created in this step must be modified for use with M-Tool and M-Series Workstations. 5 Modify the Network Connection icon for the direct serial connection. See Modifying a Network Connection Icon Setting in this document. 6 Go to the Site Book and define a site using the name of the direct serial connection s Network Connection icon. See Adding a Direct Serial or Dial-Up (Modem) Connection Site in the Site Book User s Guide (LIT-6893100). 7 See the following literature to continue: To continue generating databases for N30s, see the flowcharts in the Database Generation section of the N30 Supervisory Controller Quick Start Technical Bulletin (LIT-6891200). To continue M3 Workstation Installation and Commissioning, see Installing the M3 Workstation Technical Bulletin (LIT-1153100). To continue M5 Workstation Installation and Commissioning, see Installing the M5 Workstation Technical Bulletin (LIT-1153200).

6 Application Notes Dial-Up (Modem) Communications Checklist Setting up dial-up (modem) communications on a PC is a multi-step process. Table 2 is a guide to verify all the steps required for successful communications are completed. Table 2: Dial-Up (Modem) Communications Checklist Step Task Completed 1 Verify that Dial-Up Networking is installed. See Installing Dial-Up Networking in this document. 2 Modify the default Dial-Up Networking settings for the best performance. See Modifying the Dial-Up Networking Settings in this document. 3 Verify that the modem you are using is installed. On the Windows Start menu, select Settings > Control Panel. Double-click the Modems icon. If the modem you want to use is not on the Modems Properties screen, go to Adding a Modem in this document. 4 Go to Dial-Up Networking and add Network Connection icons for the dial-up sites. Each site to which you want to establish a dial-up connection must have its own icon. See Creating a Network Connection Icon in this document. The default connection icon created in this step must be modified for use with M-Tool and M-Series Workstations. 5 Modify the Network Connection icon for each dial-up site connection. See Modifying a Network Connection Icon Setting in this document 6 Go to Site Book and define a site using the name of the site s Network Connection icon. The icon names should be available in the Windows phonebook drop-down list. See Adding a Direct Serial or Dial-Up (Modem) Connection Site in the Site Book User s Guide (LIT-6893100). 7 See the following literature to continue: To continue generating databases for N30s, see the flowcharts in the Database Generation section of the N30 Supervisory Controller Quick Start Technical Bulletin (LIT-6891200). To continue M3 Workstation Installation and Commissioning, see Installing the M3 Workstation Technical Bulletin (LIT-1153100). To continue M5 Workstation Installation and Commissioning, see Installing the M5 Workstation Technical Bulletin (LIT-1153200).

Direct Connect and Dial-Up on Windows 98 7 Procedure Overview Table 3: Direct Serial and Dial-Up (Modem) Connections on Windows 98 Software To Do This Follow These Steps: Install Dial-Up Networking 1. Double-click the My Computer icon on your Windows 98 desktop to see if Dial-Up Networking is already installed. If it is not, continue. 2. Select Settings > Control Panel on the Windows Start menu, 3. Double-click the Add/Remove Programs icon. 4. Select the Windows Setup tab. 5. Check the Communications option and click the Details button. 6. Check Dial-Up Networking. 7. Click OK until the dialog boxes are cleared. 8. Follow the Windows instructions to complete the installation of the Dial-Up Networking. Modify the Dial-Up Networking Settings for Direct Serial Connections Add a Direct Serial Connection Option under Modems Continued on next page... 1. In the Windows Control Panel, double-click the Network icon. 2. Select the network component TCP/IP -> Dial-Up Adapter and click the Properties button. 3. Select the Bindings tab. The Bindings tab displays a list of network components that use the TCP/IP protocol. 4. Deselect the Client for Microsoft Networks by clicking on the check box. 5. Click the OK button to save the change. 6. Click OK to close the TCP/IP Properties screen. 7. Restart the computer. 1. Select Settings > Control Panel on the Windows Start menu. 2. Double-click the Modems icon. If no modems have been defined, the Install New Modem wizard starts and you can proceed to Step 4. 3. Click Add if the Modems Properties screen appears. Select Other and click Next. 4. Check the Don t detect my modem; I will select it from a list box. 5. Click Next. 6. Select (NULL Modem Types) under Manufacturers. 7. Select Dial-Up Networking Serial Cable between 2 PCs under Models, and click Next. 8. Choose either Communications Port (COM1) or Communications Port (COM2) and click Next. If this is the first time a modem connection has been configured, the Make New Connection location information screen appears. 9. Fill in the fields as appropriate for your location. The Area code field must have an entry or you cannot advance to the next screen. 10. Click Next. 11. Select Finish to return to the Modems Properties screen. The modem list now contains the Dial-Up Networking Serial Cable between 2 PCs modem. 12. Click OK to complete the direct serial connection configuration.

8 Application Notes To Do This (Cont.) Follow These Steps: Add a Modem 1. Select Control Panel from Settings on the Windows Start menu. 2. Double-click the Modems icon. If modems are installed on this machine, the Modems Properties screen appears. Note: The Install New Modems wizard starts if no modems are installed. 3. Select the type of modem you are installing. In these examples, we are installing an external modem and select Other. 4. Click Next. 5. Uncheck the Don t detect my modem; I will select it from a list box to have Windows software detect your modem; then click Next, and go to Step 6. To select the modem yourself, check the Don t detect my modem; I will select it from a list box, click Next, and go to Step 8. 6. When Windows software finds your modem, a Verify Modem screen appears. Note: If this is the modem you want installed, click Next and Finish. Create a Network Connection Icon Continued on next page... 7. Click Change if the Verify Modem screen does not show the correct modem. 8. Select the manufacturer and model of your modem on the Install New Modem from list screen, and click Next. 9. Click OK. 10. Click Finish. 1. Double-click the My Computer icon on the Windows desktop. 2. Double-click the Dial-Up Networking folder. 3. Double-click the Make New Connection icon. 4. Enter a descriptive name for this Network Connection icon in the Type a name for the computer you are dialing field. 5. Select Dial-Up Networking Serial Cable between 2 PCs on the drop-down list in the Select a device field for a direct serial connection, or select the modem you are using for dial-up connections. 6. Click Next. 7. Enter the area code, phone number, and country code of the site that you want to call when using this Network Connection icon for a Dial-Up Connection. For direct serial connections, these numbers are irrelevant; however, you cannot proceed without entering an area code. 8. Click Next. 9. Click Finish.

Direct Connect and Dial-Up on Windows 98 9 To Do This (Cont.) Modifying a Network Connection Icon Setting Follow These Steps: 1. Double-click the My Computer icon on the Windows desktop. 2. Double-click the Dial-Up Networking folder. 3. Select the Network Connection icon you want to modify in the Dial-Up Networking folder. 4. Select Properties on the File menu. 5. De-select the Use area code and Dialing Properties option for direct-serial connections. 6. Click the Configure button. 7. Select the speed to which the N30 communications port is set in the Maximum speed field. The N30 s Port 3 speed is 57600. This is generally a suitable speed for direct connections. Note: The port may have been set to a lower speed for compatibility with other devices (for example, a VT100 terminal). This setting must match the Port Baud Rate setting of the N30 port to which you are connecting. 8. Select the Connection tab; the defaults are acceptable for direct serial connections. For dial-up (modem) connections, enter the call preferences appropriate for your location. 9. Click the Advanced button. 10. Check the Use flow control and Hardware (RTS/CTS) boxes. 11. Check Use error control and Compress data for dial-up connections. These settings are unavailable for direct serial connections. 12. Click OK twice to return to the main Connection Properties screen. 13. Select the Server Types tab. 14. De-select Log on to network under Advanced options. 15. De-select NetBEUI and IPX/SPX Compatible under Allowed network protocols. 16. Click the TCP/IP Settings button. 17. Select Server assigned IP address, Server assigned name server addresses, and Use IP header compression. Uncheck Use default gateway on remote network. 18. Click OK twice to close the Connection Properties screen and save the changes.

10 Application Notes Detailed Procedures IMPORTANT: These instructions assume the custom modem configuration file, Mdmsc2pc.inf, is in the Windows\inf\ directory. This file is added during the M-Tool System Tools installation. The file is on the M-Tool installation CD in the directory: CD-drive:\SystemTools\Win95Updates\. Installing Dial-Up Networking Note: Dial-Up Networking is an option in Windows 98 software that may or may not be currently installed on the PC. Dial-Up Networking is required for both direct serial and dial-up (modem) connections with N30s. To install Dial-Up Networking: 1. Double-click the My Computer icon on your Windows 98 desktop. Note: If you see a Dial-Up Networking icon, then it is already installed. Otherwise, continue. 2. Select Settings > Control Panel on the Windows Start menu. 3. Double-click the Add/Remove Programs icon. 4. Select the Windows Setup tab. 5. Check the Communications option and click the Details button. 6. Check Dial-Up Networking. 7. Click OK until the dialog boxes are cleared. 8. Follow the Windows instructions to complete the installation of the Dial-Up Networking. Modifying the Dial-Up Networking Settings Note: When Dial-Up Networking is installed, it may automatically set up a binding to the Client for Microsoft Networks. To get the best performance from a direct serial connection, modify the network settings to de-select this binding. Changes to these settings cannot be completed without the Windows 98 disk. To modify the Dial-Up Networking settings: 1. Double-click the Network icon in the Windows Control Panel. The Network screen appears (Figure 1) with the Configuration tab selected.

Direct Connect and Dial-Up on Windows 98 11 Note: Figure 1: Network Screen - Configuration Tab This screen may appear different on your PC, depending upon what other networking features and options are installed. 2. Select the network component TCP/IP -> Dial-Up Adapter and click the Properties button. The TCP/IP Properties screen appears (Figure 2).

12 Application Notes Figure 2: TCP/IP Properties Screen 3. Select the Bindings tab. The Bindings tab displays a list of network components that use the TCP/IP protocol. 4. De-select the Client for Microsoft Networks by clicking on the check box. The Bindings tab should look like the one in Figure 2. 5. Click the OK button to save the change. 6. Click No if you receive a message similar to the one shown in Figure 3. The TCP/IP Properties screen reappears (Figure 2). Figure 3: No Bound Drivers Warning Screen 7. Click OK to close the TCP/IP Properties screen.

Direct Connect and Dial-Up on Windows 98 13 8. Restart the computer at this time. Note: If you see a prompt similar to the one in Figure 4, click Yes. Do not overwrite newer files. Figure 4: Version Conflict Prompt Adding a Direct Serial Connection Option under Modems To add a direct serial connection option under modems: Note: A direct serial connection is a communications setting rather than an actual modem. Install the Mdmsc2pc.inf before configuring a direct serial connection option under modems. 1. Select Settings > Control Panel on the Windows Start menu. 2. Double-click the Modems icon. If no modems have been defined, the Install New Modem wizard (Figure 6) starts and you can proceed to Step 4. If modems have been defined, the Modems Properties screen appears (Figure 5). Note: If Dial-Up Networking Serial Cable between 2 PCs is listed under modems, then the direct serial connection option is already available.

14 Application Notes Figure 5: Modems Properties Screen 3. Click Add. The Install New Modem wizard appears (Figure 6). Figure 6: Install New Modem Wizard - Select Modem Type Screen

Direct Connect and Dial-Up on Windows 98 15 4. Select Other and click Next. The Install New Modem wizard modem detection screen appears (Figure 7). Figure 7: Install New Modem Wizard - Modem Detection Screen 5. Check the Don t detect my modem; I will select it from a list box. 6. Click Next. An Install New Modem list appears (Figure 8). Note: If the first line of the Manufacturers list is not (NULL Modem Types), then the Mdmsc2pc.inf file is not installed. Cancel the Install New Modem process, and install the Mdmsc2pc.inf file before attempting to set up a direct serial connection.

16 Application Notes Figure 8: Install New Modem List 7. Select (NULL Modem Types) under Manufacturers. 8. Select Dial-Up Networking Serial Cable between 2 PCs under Models and click Next. The Install New Modem communication port selection screen appears (Figure 9). Figure 9: Install New Modem Communication Port Selection Screen

Direct Connect and Dial-Up on Windows 98 17 9. Choose either Communications Port (COM1) or Communications Port (COM2) and click Next. If this is the first time a modem connection has been configured, the Make New Connection location information screen appears (Figure 10). Figure 10: Make New Connection - Location Information Screen 10. Fill in the fields as appropriate for your location. Note: The Area code field must have an entry, or you cannot advance to the next screen. 11. Click Next. The Finish dialog box appears. 12. Select Finish to return to the Modems Properties screen. The modem list now contains the Dial-Up Networking Serial Cable between 2 PCs modem (Figure 11). Note: The Properties and Dialing Properties are set by default. When you set up the Network Connection icon (see Creating a Network Connection Icon and Modifying a Network Connection Icon Setting in this document), the settings in the Connection icon override the values in the Properties and Dialing Properties.

18 Application Notes Adding a Modem Figure 11: Modems Properties Screen After Configuring Direct-Connect Modem 13. Click OK to complete the direct serial connection configuration. Note: We recommend that you match modems for optimal communications with your sites. That is, use the same make and model of modem on your PC as on your remote N30/M-Series Workstation sites. To add a modem: 1. Select Settings > Control Panel on the Windows Start menu. 2. Double-click the Modems icon. If modems are installed on this machine, the Modems Properties screen appears (Figure 5). Note: If the modem you want to use is already installed, see Creating a Network Connection Icon and Modifying a Network Connection Icon Setting in this document. If you need to add a different modem, click Add and go to Step 3. 3. If no modems are installed, the Install New Modem wizard starts (Figure 12). Select the type of modem you are installing. In these examples, we are installing an external modem so select Other.

Direct Connect and Dial-Up on Windows 98 19 Figure 12: Install New Modem Wizard - Select Modem Type Screen 4. Click Next. The Install New Modem wizard modem detection screen appears (Figure 13). Figure 13: Install New Modem Wizard - Modem Detection Screen

20 Application Notes 5. To have Windows software detect your modem, uncheck the Don t detect my modem; I will select it from a list box, click Next, and go to Step 6. To select the modem yourself, check the Don t detect my modem; I will select it from a list box, click Next, and go to Step 8. 6. If you let Windows software detect your modem, it searches for your modem which can take several minutes. When Windows software finds your modem, a Verify Modem screen appears (Figure 14). If this is the modem you want installed, click Next and Finish. Figure 14: Verify Modem Screen 7. Click Change if the Verify Modem screen does not show the correct modem. A list of manufacturers and modems appears (Figure 15).

Direct Connect and Dial-Up on Windows 98 21 Figure 15: Install New Modem - List of Manufacturers and Modems Screen 8. Select the manufacturer and model of your modem, if available, and click Next, or insert the driver disk for your modem and click Have Disk. Note: If your modem is not listed and you do not have the disk for your modem, either contact the manufacturer of your modem for an updated driver or try to use a modem driver that is similar to yours. 9. Click OK. A screen appears to let you know that the installation was successful. 10. Click Finish.

22 Application Notes Creating a Network Connection Icon Note: Each connection must have its own Network Connection icon defined. N30s have several serial ports to which you can connect. These ports may be set up at different speeds for dial-up and direct serial connections. For direct serial connections, define a Network Connection icon for each possible speed. To define an icon, repeat the Creating a Network Connection Icon procedure for each port speed you need to support. To create a Network Connection icon: 1. Double-click the My Computer icon on the Windows desktop. 2. Double-click the Dial-Up Networking folder. The Dial-Up Networking folder opens (Figure 16). Note: If you cannot find a Dial-up Networking folder, see Installing Dial-Up Networking in this document. Figure 16: Dial-Up Networking Folder 3. Double-click the Make New Connection icon. The Make New Connection wizard starts (Figure 17).

Direct Connect and Dial-Up on Windows 98 23 Figure 17: Make New Connection Wizard 4. Enter a descriptive name for this icon in the Type a name for the computer you are dialing field. 5. Select the Dial-Up Networking Serial Cable between 2 PCs for a direct serial connection in the Select a device field, or select the modem you are using for dial-up connections from the drop-down list. 6. Click Next. The Make New Connection Wizard Phone Number screen appears (Figure 18).

24 Application Notes Figure 18: Make New Connection Wizard Phone Number Screen 7. For a dial-up (modem), enter the area code, phone number, and country code of the site that you want to call when using this Connection icon. Note: Although a direct serial connection does not use a telephone number, you cannot proceed without one. Enter any number, the illustrated number will be accepted. The Country or region code is unimportant to direct serial connections. The U.S. default is shown. 8. Click Next. The Finish dialog box appears. 9. Click Finish. 10. Modify the Network Connection icon. Go to Modifying a Network Connection Icon Setting, the next procedure in this document. Note: The Connection icon must be modified for use with M-Tool. Modifying a Network Connection Icon Setting To modify the Network Connection icon settings: 1. Double-click the My Computer icon on the Windows desktop. 2. Double-click the Dial-Up Networking folder. The Dial-Up Networking folder opens (Figure 16). If you cannot find a Dial-Up Networking folder, see Installing Dial-Up Networking in this document.

Direct Connect and Dial-Up on Windows 98 25 3. In the Dial-Up Networking folder (Figure 16), select the Connection icon to modify. 4. On the File menu, select Properties. The properties screen for that Network Connection icon appears. See Figure 19 for an example of a direct serial connection. Figure 19: Network Connection Icon Properties - Direct Serial 57600 Screen 5. If you are configuring a dial-up (modem) connection, make sure that the information in the Phone number fields, including Country code, is correct. For direct serial connections, the numbers are irrelevant, but the fields cannot be blank. 6. On the General tab, on the Connect using drop-down list, select the name of the modem with which you want to connect. Note: This example shows a screen for a direct serial connection. Therefore, Dial-Up Networking Serial Cable between 2 PCs is selected.

26 Application Notes 7. Click the Configure button. The Dial-Up Networking Serial Cable between 2 PCs configure screen for this particular Connection icon appears (Figure 20). Figure 20: Dial-Up Networking Serial Cable Between 2 PCs Configure Screen - General Tab 8. For dial-up (modem) connections, set the speed in the Maximum speed field to the highest, or next higher, speed the modem supports. For direct serial connections, select the speed to which the N30 communications port is set. The N30 s Port 3 speed is 57600. This is generally a suitable speed for direct connections. The default port speeds for the N30 are: Port 1-9600 bps; Port 2-9600 bps; and Port 3: 57600 bps. IMPORTANT: The port may have been set to a lower speed for compatibility with other devices (for example, a VT100 Terminal). For direct serial connections, this setting must match the Port Baud Rate setting of the N30 port to which you are connecting.

Direct Connect and Dial-Up on Windows 98 27 9. Select the Connection tab. The defaults on the Dial-Up Networking Serial Cable between 2 PCs configure screen (Figure 21) are for direct serial connections. For dial-up (modem) connections, enter the call preferences appropriate for your location. Figure 21: Dial-Up Networking Serial Cable Between 2 PCs Configure Screen - Connection Tab 10. Click the Advanced button. The Advanced Connection Settings screen appears (Figure 22).

28 Application Notes Figure 22: Advanced Connection Settings Screen 11. Check the Use flow control and Hardware (RTS/CTS) boxes. 12. For dial-up connections, check Use error control and Compress data. These settings are unavailable for direct serial connections. 13. Click OK to close the Advanced Connection Settings screen. 14. Click OK to return to the main Connection Properties screen. 15. Select the Server Types tab (Figure 23).

Direct Connect and Dial-Up on Windows 98 29 Figure 23: Connection Properties Screen - Server Types Tab 16. In the Type of Dial-Up Server drop-down list, select PPP: Internet, Windows NT Server, Windows 98. 17. Under Advanced options, de-select Log on to network. 18. Under Allowed network protocols, de-select NetBEUI and IPX/SPX Compatible. The screen should now look like the one in Figure 23. 19. Click the TCP/IP Settings button. The TCP/IP Settings screen appears (Figure 24).

30 Application Notes Figure 24: TCP/IP Settings Screen 20. Verify that the TCP/IP settings match the settings shown in Figure 24. 21. Click OK to close the TCP/IP Settings screen. 22. Click OK to close the Connection Properties screen and save the changes.

Direct Connect and Dial-Up on Windows 98 31 Notes

32 Application Notes Notes www.johnsoncontrols.com Controls Group FAN 689.3 507 E. Michigan Street N30 Supervisory Controller System Communications Manual P.O. Box 423 Release 2.0 Milwaukee, WI 53201 Printed in U.S.A.