caterpillar sis basics-instucions

Introduction and Overview

For Dealers and Caterpillar Internal

Any changes to the following information is

not authorized or endorsed by Caterpillar Inc.

Service Information System

2Technical Information Access Solutions

Table of Contents

• What is SIS

• Hardware – Software Recommendations

• What’s Required to Run SIS

• Get Files from Downloads Page

• Install SIS DVD Software

• Starting SIS – Web / DVD / Network

• How to Start – Product Identification

• Searching for Information – Parts or Service

• SIS 2010A – 2D Hot-pointing

• Printing

What is Service Information System (SIS)

• For those not connected to the internet, SIS data is available either from a library of SIS DVDs or when loaded to a Network SIS Server (on a LAN). Data on DVDs is updated monthly.

• All three versions of SIS require an Internet Browser to display SIS information.

• Parts lists can be created in SIS and parts ordered directly via a connection to PartStore.

• Service literature is organized into a repair logic scenario of educating, problem solving and repair and can be found under the heading Service Repair Information in via Documentation (Document Structure).

• SIS covers information for all products from 1977 on.

• The information in SIS is equivalent to over 25,000 books. With over 2 million graphics and more than 1.5 million part numbers, SIS contains 44,000 parts and service documents.

• SIS is available on Local Area Networks (LAN) with Network SIS, the Internet (SIS Web), or with a DVD subscription.

• Data on SIS Web (internet version) is updated nightly, providing users with the most current data. Connection to the internet is required for this access.

SIS is the electronic service tool that dealers, customers and employees rely on for their parts and service information needs.

SIS Hardware and Software Requirements

Go to:

https://dealer.cat.com/sis

Then go to News and Announcements for the most up to date requirements

What’s Required to Run SISRequirements SIS

WebSIS

DVDSIS

Network

CWS Logon ID – contact SIS Administrator at dealership

A SIS User ID - setup described in “SIS User Administration – Setting Up Users”

A supported Internet browser software installed (i.e., IE version 7 or 8) – see “SIS 2010 & 2011 Hardware-Software Requirements for Web & DVD”

An Internet connection

A few files downloaded from the SIS Web Download section (Adobe Acrobat Reader Plugin and DjVu Plugin EN.exe)

A subscription to SIS Data DVDs

A licensed copy of SIS loaded onto their PC

A server configuration - see “Network SIS Setup Guide”

Glossary

• Access method: ways to search and look at information• Attachment: attachment on machine; i.e., bucket• Feedback: electronic communication back to Caterpillar (available through SIS

Web only)• Information Types: Document categories• NPR: Numerical Parts Record • Parts ID: parts identification• Parts identification page: page showing part as well as consist• Parts consist: listing of parts, quantities• Systems & Components (Product structure): arrangements, groups, system• Return to Main Menu: click on Model: link• SMCS: Service Management Control System• SNP: serial number prefix

Get Files from Downloads Page

From the SIS Web Main Menuselect Downloads then download and install the appropriate files

Graphics plugins

Adobe Acrobat Reader 9.0

Install SIS DVD Software

Administrative Rights are REQUIRED to install the SOFTWARESIS Administrator/Service Software Administrator can assist

To install & use SIS DVD software, 4 steps are required

1. Install SIS Software2. Install SIS DATA Setup CDs (there are now 2)3. License SIS Software4. Create/Import SIS User Accounts SIS DVD

users only

Please reference separate document

SIS Install Steps for Detailed Instructions

Starting SIS Web or DVD or Network

• Start SIS Web from the browser

• Using a shortcut/bookmark

• Address is https://sisweb.cat.com**

• Start SIS DVD from the desktop or START menu

• Once installed, icon is on desktop and in START menu

• Start SIS Network from the desktop or START menu

• Once installed, icon is on desktop and in START menu

** If unable to connect to https://sisweb.cat.com, use https://sis.cat.com until your SIS Administrator/Service Software Administrator can work through the issue.

Improved and Simplified SIS Main Menu

PreferencesFound on the Main Menu

New Location

Preferences

This option allows a user to add common customers and attach common serial numbers to the customer list. This allows for quicker accessibility to common customer requests.

… and as one frame or as separate frames.

This option controls how a part manual page will be presented by default: with the graphic and the consist list side by side, or with the graphic displayed above the consist list …

Preferences

Choose from 12 date formats

Choose from 8 languages

This option allows user to search for Microfiche information if user is set up with access to the Microfiche data and has this option selected.

Default - option is not active.*

Preference for viewing units of measurement for the Engine Performance Specification data

*NOTE: If this is not visible after making this change, contact Dealer SIS Administrator for access.

See next page

Preferences for Parts List

• Six options exist for setting Parts Preferences

• These options control how parts lists should be handled after processing or e-mailing them

• Following slides may differ from your screens based on preferences

Preferences

Delete parts list after processing Do not delete parts list after processing

By default, the parts selected are not cleared from the parts list after being submitted.

Delete parts list after e-mailing Do not delete parts list after e-mailing

By default, the parts selected are not cleared from the parts list after being or e-mailed to someone.

Have the ability to select all the parts in the consist Do not have the ability to select all the parts in the consist

By default, this option is not active. Non-parts ordering customers have ability to set the preference; parts ordering customers do not.

Preferences - cont

Automatically select parts for Caterpillar Certified Rebuild Do not automatically select parts for Caterpillar Certified Rebuild

By default, this option is not active. To have this ability, the user must have CCR enabled in their profile and select this option in Preferences.

Enable Related Parts Disable Related Parts

If enabled, shows only when kits, filters or other related parts are available for parts on the parts list

Enable STW Integration Disable STW Integration

STW users will want this enabled so parts can be transferred to the STW Service Report without manual intervention.

Translated Part Names via SIS Preference Language

• By changing the SIS Language interface preference language to other than English: hover text will appear for translated part names when available– Includes all 7 interface languages

• Format for print shows both the English and the translated term

On the parts consist page, if you “mouse over” a part name, you will see the translated name in the language set in your preference.

Format for print page shows both the English and translated name.

How to Start Using a Systems & Components (Product Identification)

Searches are divided into those requiring a Product Identification (product ID – prefix and serial number, sometimes referred to as serial number prefix – SNP) and those not requiring a Product ID.

• Product ID-required searches produce results that are more specific to a product.

• Prefix only-search results apply to the entire model with that prefix.

• No-Product ID searches permitted

Model prefixes can be found using the Select Equipment Model searchSome documents require users be given permission to access them. Those are marked with an **.

Don’t know the serial number prefix?

If you don't know the Sales Model number, select an item from the

Product Families displayed in the left column

If you know the Sales Model number, type it in the fill-in box.

Use the (Find) link

Getting Started with Searching

Many access methods used to search for technical information in SIS require a serial number or serial number prefix to be entered before beginning a search.

Product ID required for these searches Product ID NOT required for these searches

Parts Search by keyword or part number Advanced Full Text Search

Systems and Components (Product Structure) Media Search

Documentation (Document Structure) ** Similar Parts Search

SMCS Code NPR **

Basic Search Parts List

As Shipped Product Kits Information

Filter Search Engine Performance Specifications

Remanufactured Parts Search Service Software Files

Cat Certified Rebuild Parts Search ** Other Repair Process Information

Service Forms

Searches from SIS Main Menu

(described in detail later)Documents requiring permission for access marked with **.

Which Search Method to Use – How to Use Search

If you know Use this If you need Use this

Part number Parts Search, Basic Search or Advanced Full Text Search

Parts information Parts Search – number or keyword

Media Number orPIP/PSP number

Media Search System or Group information Systems & Components (Product Structure)

Document Type or Publication Date Basic or Advanced Full Text SearchDocumentation (Document Structure)

Reman part numbers Remanufactured Parts Search

Sales Model Advanced Full Text Search Most current part number NPR*

Part Name Parts Search, Basic Search or Advanced Full Text Search

Parts or Service information for a specific serial number as it left the factory

As Shipped Product

Serial Number As Shipped ProductEngine Perf Specs

Filters for a specific product Filter Search

Test Spec number Engine Performance Specifications Engine test cell results by serial number Engine Perf Specs

Document type (i.e., IRM, etc) Document Structure Engine Specifications by serial number Engine Perf Specs

Component, group or system to find support information

Systems & Components (Product Structure)

Repair kits Kits Information

Part of a keyword, number or date Advanced full text search Parts for a Cat Certified Rebuild Cat Certified Rebuild

A similar part Similar Parts Search

Information Search Matrix

* Special access required for NPR – see your SIS Administrator

Parts Searchby Part Number or by Keyword

Search by Part Number when:Part number is known ANDSerial number prefix is known

Parts Search searches ONLY the Parts Identification (Parts Manuals) – not technical documentation

Search will …• identify the product system where part is located• allow adding the parts to the parts list from the parts id window• allow searching for keywords

Product ID required

Search by Keyword when: Part number is not knownPart name is known

Select a link in the Systems & Components

column to start the lookup process

Product ID required

Systems & Components (Product Structure) refers to systems, groups, and components (e.g., cooling systems, water pumps, and impellers) of products based on the serial number and/or arrangement specified.

To view Parts Identification, it is necessary to drill down.

You can uncheck the “Auto Filter” box and get the same results as below without having to go back to the main menu

Systems & Components (Product Structure)• The search used to find service information related to a

parts group or parts arrangement

• Can search serial number specific or by prefix only

Search Results via Prefix only

Search Results via Prefix and specific Serial Number

The Results column lists information based on the selection in the middle column.

The Systems & Components column organizes service information by product parts group or system.

The Information Types column lists parts and service information publications related to the selection in the left column.

Documentation (Document Structure)Documentation (Document Structure) allows the user to search for information by document type, based on the serial number and/or arrangement specified. (examples would be: Applied Failure Analysis, Contamination Control Guidelines, Information Release Memos, Special Instruction)

Product ID required

If you search serial number specific you can uncheck the “Auto Filter” box and get the same results as searching by prefix only without having to go back to the main menu

Documentation (Document Structure)

• The arrangement of service information the same as a hard copy of a service manual or parts manual

• This is used to access multiple parts groups and the same information type

Documentation (Document Structure) is organized by Information Type.

The entire document is opened and the specific information is displayed within the document.

Only one Information Type can be accessed at a time.

Documentation (Document Structure)Part Name Index

The Part Name Index located within the Documentation (Document Structure) Parts Identification information type can be used to help identify parts.

The linked parts assemblies, parts groups and parts arrangement names are listed alphabetically.

Selecting one of the linked names will take the user to the parts identification screen.

SMCS Code Search(Service Management Control System)

• Four digit code describing the components of products.

• Each digit of the code signifies a progressively narrower range of the product.

• For example, 1202 would be interpreted as:

– 1000 = engine, – 1200 = short block engine, – 1202 = crankshaft for the short

block engine. • A wildcard (*) can be used at the end of

the search criteria, 120* for example.

Product ID required

SMCS Search

The SMCS Results Screen is similar to Product Structure.

Relevant Information Types are displayed in the middle column.

As an Information Type is selected, the Information available, column three, is displayed for that Information Type.

Which to use? Basic Search or

Advanced Full Text Search

Basic Search

• Basic Search requires a product ID be entered.

• Basic Search allows the user to locate technical information through several data fields

• Basic Search is available in all three versions: SIS Web, SIS DVD and Network SIS.

Basic Search permits searching for text that exists within the Information Types.

A wildcard (*) can be used at the end of the search criteria, 120* for example.

Basic Search

Search criteria

Results

As-Shipped Product Product ID required

• Provides technicians and mechanics with the ability to access parts and service information based on a specific serial number.

• Product support information displays based on how the product left the factory (As Shipped).

• Consist list displays a list of attachments added to or lessen-off (removed from) the standard arrangement for that product.

• Consist list is similar to a regular parts consist list with quantity boxes, links to separate illustrations, etc.

• If no quantity boxes available, part is not serviceable.

• Many products have no attachments added or lessed-off, so only the arrangement is listed.

As-Shipped Product

Complete engine serial number

Complete machine serial number

Filter Search Filter Search accesses Filters, Breathers, and Screens for a given serial number

Product ID required

If you search serial number specific you can uncheck the box and get the same results as searching by prefix only without having to go back to the main menu

Remanufactured Parts Search Product ID required

A Remanufactured part number …

• is in green

• contains an R in the part number

• contains an R in the Notes column

If you search serial number specific you can uncheck the box and get the same results as searching by prefix only without having to go back to the main menu

Caterpillar Certified Rebuild

Product ID required

Advanced Full Text Search

• Advanced Full Text Search does not require a product ID

• Advanced Full Text Search allows the user to locate technical information through any of the fields shown on the left

• Advanced Full Text Search is available only in SIS Web.

Advanced Full Text Search permits searching for text that exists within the Information Types.

A wildcard (*) can be used at th

e end of

the search criteria, scar**

for example.

Media Search

The Parts Identification book displays Parts Index and Maintenance Index the same as selecting Documentation (Document Structure) from the main menu.

Allows the user to locate documents through the use of media numbers or PIP/PSP numbers

PIP/PSP Information Types require permission to access. (Consult your Service Software Administrator for access).

Media Search

Enter Media Number Results

Kits Information

Enables the user to view and/or order the kits needed to service or repair a particular piece of equipment.

Provides all of the required parts for a particular procedure in one consist.

A link to the Latest Kits Information is also available within the Parts Consist Window.

Similar Parts SearchSimilar Parts Search provides two methods for locating similar parts information. The first allows the user to drill down through a keyword tree. As the user drills down through the keyword tree, the list of parts specific to the keyword progressively narrows. The second allows the user to locate similar parts information through a global search by specifying either a part number or typing in a keyword.

NPR - Numerical Parts Record

NPR is a system that contains part number related information for all products. Access must be given to this feature. This system is primarily used to obtain the most current part number information for ordering replacement inventory and repair parts.

Parts List

Parts List option from the Main Menu brings back the most recently-used parts list.

Engine Performance SpecificationsEngine Performance Specifications - By specifying a serial number (or prefix) and/or a test spec number, the user can search for engine specifications. The user can also search for engine test cell results by specifying a serial number (or prefix).

Product ID NOT required

Service Software Files

Service Software Files access method contains links to download the following file types: Flash Files, Remanufactured Injector Trim Files, Injector Trim Files, Cylinder Files, ECM Replacement Files

Product ID NOT required to access listing, but serial number required to download file

For users to see the searches, the associated information types will need to be added to the user profiles.

Other Repair Information

Other Repair Option Information displays links to Applied Failure Analysis and Shop Review documents.

*access must be given for documents

Informational Screens

• Parts Identification Screen

• Service documentation screens

Parts Identification ScreenPart 1 Part 2 Part 3

Refer to pages 56 & 58 for 2D

hot-pointing information

Parts Identification ScreenPart 1 of Screen

Model – Serial Number Prefix

Information (part numbers) Available

Section

Sections – Product Structure – Groups,

Systems

GoTo drop down menu

Graphic Viewing Options

Graphic with callouts

Buttons for parts consist (next page)

Link to print

Parts Identification Screen – 2D Hot-pointingPart 2 of Screen

GoTo drop down menu

Graphic Viewing Options

2D Hot-pointing toolbar

Graphic with callouts

Buttons for parts consist (next page)

Link to print

Media Number

Link to Kits

Serial Number Prefix

Parts Consist

Quantity box

NPR link

Parts Identification Screen – 2D Hot-pointingPart 3 of Screen

Media Number

Link to Kits

Serial Number Prefix

Parts Consist

2D Hot-pointing checkbox

Quantity box

NPR link

2D Hot-pointing• Hot-pointing

– Clicking on callout number in graphic will highlight it and place check-mark on consist in column labeled “Loc”

– Clicking on parts consist, highlights that number on graphic

• Available on Parts consist pages for new and legacy products created through SIS Authoring process

• Featured in SIS DVD, Network SIS & SIS Web

Plug-ins Required

• Internet Explorer 7.0 or 8.0 required

• Admin rights are required to install either of the plug-ins

• Install plug-ins

2D Hot-pointing Functionality

• Clicking on the call out in the graphic

• Checkmarks the corresponding number on the part consist (for ease of seeing in the consist)

• Clicking in the box marked Loc on the consist, highlights the callout number on the graphic

Notes:

• If the graphic contains more than one instance of that part, the graphic will be reduced in size so all occurrences of that callout number are visible

• Only one callout can be checked at a time on the consist list

2D Hot-pointing Toolbar

2D Hot-pointing Review

• 2D hot-pointing will be applied to the majority of the graphics available – being phased into remaining graphics

• 2D hot-pointing will be in majority of legacy data on SIS Web with the remaining being phased in (excluding Microfiche)

• Proper PC resources must be in place, or degradation will be apparent

• Play with the hot-pointing toolbar to become familiar with the functionality

Applied Failure AnalysisAs Shipped ProductCaterpillar Certified RebuildCustom Service InformationDisassembly and AssemblyEngine NewsEngine Performance SpecificationsEngine Tool GuideFlash FilesGeneral Service InformationGuideline for Reusable Parts 7 Salvage

OperationsInformation Release MemoInjector Trim FilesKits InformationNPROperation and Maintenance ManualParts Identification

Repair Option BuilderSafetySchematicService LetterService MagazineShop ReviewSimilar PartsSpecial InstructionSpecificationsSystems OperationTechnical Information BulletinTesting and AdjustingTool GuideTool Operating ManualTorque SpecificationsTroubleshootingTruck Engine NewsUndercarriage Reconditioning Bulletin

Types of information (documents) available

Information Screen

Part 3 of Screen

Part 2of Screen

Part 1of Screen

Header InformationPart 1

Configuration Link

Return to Main Menu link

Bookmark

Go To Menu Previous – Next Page (when applicable) Return to Parts List

Selectable InformationPart 2

Selectable levels of information

Populates/Highlights the next and

previous buttons in the header

Information types

Text PanelPart 3

Document Type

Media Number

Text / Information

Link to print

Printing

• Graphics

• Consist List

• Service Information

Print Graphics

1. Click View Image link

2. Printer button tool bar

Use the >> to expand tool bar if printer icon is not visible

Format for print, prints both graphic & consist

Print Graphic & Consist List

Step 1 - Format for Print button at bottom of screen

Print Graphic & Consist List(resulting screen)

Print Graphic & Consist ListStep 2 – File / Print

Print Preview shown on next page

Print Service Information

Step 1 - Format for Print button at bottom of screen

Print Service Information(resulting screen)

Print Service Information Step 2 – File / Print

Print Preview shown on next page

Print Preview results Service Information page one only

print is an option from this screen

Conclusion• You’ve seen

– How to find a serial number prefix by using the model number– Been introduced to 8 methods of looking up information when

you know a product ID– Been introduced to 7 methods of looking up information even if

you don’t have a product ID– How to print information from SIS– Titles to 23 different information types published by Cat for

service and parts information• Other presentations can be obtained from https://dealer.cat.com/sis ,

and those include topics on:– Setting Bookmarks - Ordering Parts– Search for Parts - Service Repair Information

Help, Data/Feedback, Support

• For SIS help, use the Help link from SIS Main Menu or from the GoTo dropdown menu anywhere in SIS.

• For SIS Web data discrepancies or enhancement requests/suggestions for improvements, use the Feedback option from the SIS Web Main Menu or the GoTo menu from any page in SIS.

• For SIS Support, please contact the Accenture Dealer Management Services (ADMS) 6am-6pm CST by phone 1-800-765-0999 or 1-309-675-4000 or by email at Support.ADMS@Accenture.com

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