training sis web lesoon 1

7/24/2019 Training Sis Web Lesoon 1

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SIS (Service Information System) WebIncluded in this lesson:

Basic NavigationUtilitiesHighlightsProduct

Identification

SummaryFuture lessonsplanned will cover

Access Methods - Product ID Required and Access Methods

- Product ID NotRequired .

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Basic NavigationThis is the SIS MainMenu page. It is the

entry point toaccess tens ofthousands ofservice informationdocuments onthousands of

Caterpillar products.Both a CWS(Corporate WebSecurity) and a SIS(Service InformationSystem) user id and

password arerequired for access.



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Basic NavigationThe links below the

Additional ServiceInformation banneropen web sitesoutside of SIS Webto access specificreference material.

These referenceswill not be coveredin this series ofpresentations.

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Basic NavigationAll text in orangeare links thatdisplay additionalselections orinformationaldocuments.

The orange links areused to get toinformation anddrop-down Go Tomenus (see next page)are generally usedto return fromviewing documents.

Not all links areapparent to all users as

Administrators set userprofiles to restrict theviewing of certain links.



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Basic NavigationExcept for the MainMenu page, all SIS

pages have a Go Todrop-down menu inthe title bar. The GoTo options varywith the page beingviewed. Using this

menu is the mostreliable method toreturn to previouslyviewed pages inSIS Web.

The web browsers

Back button isunreliable for goingback to SIS webpages.



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Basic NavigationMany SIS Webpages display a

Bookmark this page icon whichadds that pagesURL location toFavorites ofInternet Explorer.

Bookmarks areaccessed from IEsFavorites to recall apage for viewing ata another time.

Using the Add to

Favorites commanddirectly from InternetExplorers menu doesnot work for all SISWeb pages.

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In the title bar, theorange text to the

right of Model is aReturn to MainMenu link; it alsoindicates theequipment model of a selected serial

number prefix .With many models,SIS requires theselection of aconfigurationoption; options canbe viewed and re-selected with theEQUIPMENT link.

More details later inthis presentation.

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Basic NavigationMany SIS screensdisplay twistees

to the left of topics.Click on a twisteepointing right toexpand a topic formore detail. Atwistee pointing

down indicates thatit can not be furtherexpanded.

Some information typesare only found atcertain levels of detail

i.e., parts identificationis only at the lowestlevel of detail.

See Navigation topic inHelp for more details.

End of this section: Return to Table of Contents



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SIS Web UtilitiesFour utilities andtraining to help

make the best useof SIS are groupedtogether at thebottom of the MainMenu page:

Help

Feedback

Release Notes

Preferences

Training (SIS Weband STW)


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HelpHelp is a self-helpresource to learn

the tools withinSIS.

Selecting a Helptopic displaysbasic information;often, a shortscenario isincluded as apractice lesson tobe followed.

Help contains

further detailsregarding manytopics within thispresentation.

Return to Utilities


Pl h PDF P i h // df / hi k


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Feedback Feedback is theprimary method for

anyone to informCaterpillar of errorsor omissions in SISdocuments.Suggestions forimprovements and

other commentsare welcomed.

Using the Go To drop-down menu to open aFeedback formcaptures the identity(URL) of the pagebeing viewed; thismakes it easier toresolve issues.

Return to Utilities


Pl h PDF P i t htt // df / t thi t k


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Release NotesRelease Notesprovide a briefdescription of newSIS Web functionsand other softwarechanges.

Return to Utilities


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PreferencesPreferences allowsome customizingto the display orfunctions of SIS.

Preferences Helptopics are availableby scrolling or

paging down to thelower part of thisscreen.


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Setting UserInterface to

Advanced allowsmore options forseeking Caterpillarservice information.

Advanced is thedefault setting.

Simplified can beuseful for newerusers of SIS Web orthose who needfewer options foraccessing SIS Webinformation.

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A Part ManualOrientation of Sideb displays aparts graphic to theside of a parts list;Top to bottomdisplays thegraphic above theparts list.

One Frame placesthe graphic andparts list within thesame frame;Separate Framesallows individualscrolling of thegraphic or list.




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Setting Microficheto Have the abilityto search forMicroficheinformation allowsthe return of thefiche number andgrid location formicrofiche mediacontaining legacyinformation.

Microfiche is anInformation Type thatonly appears in Basic

Search and AdvancedFull Text Search ; it isavailable for olderequipment only.




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The Date Format has a drop-downbox that allowsselecting thepreferred format ofviewing dates.

Some dates in SIS willstill remain in theiroriginal publishedformat.




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Part List options:

Select to delete orretain the parts list file after it has beendownloaded ore-mailed.

Have the ability toselect all the partsin a consist willdisplay a one-clickbutton to select all items listed.

Automaticallyselect parts for

CCR automaticallyhighlights andpopulates thedefault quantitiesof CCR parts.




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The Languagepreference may be

selected from adrop-down box. Notall documents will beavailable for display inthe chosen language.

The preferreddisplay for Unit ofmeasure is alsoselectable.




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If the DjVu plug-inhas been installed

on the PC, selectInline as theGraphics setting.

The Downloads linkprovides a path tothe plugin.

Download and installthe plugin. All SISWeb users shoulddownload this plugin .

An explanation isprovided in the trainingarea from the mainmenu. Refer to SIS WebIMG DjVu.ppt .




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Changes to the User Preferences are

activated by clickingthe Change button.

The Preferencescan be returned totheir original defaultsettings by clicking

Reset .

Preferences

End of this section: Return to Table of ContentsReturn to Utilities

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HighlightsHighlights are linksto SIS Web software

related topics:New Information

Frequently AskedQuestions

Downloads

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New InformationNew Informationlists the products

and documentsthat have beenadded to SIS Webin the last 7 days.

Click on an orangeSerial Number

x link to selecta new model or anorange MediaNumber link toopen a recentlyadded document.

Return to Highlights

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Frequently Asked QuestionsFrequently AskedQuestions address

issues that oftenarise concerningthe use of SIS Web.

Scroll down the listof topics or click anorange Jump Totopic.


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DownloadsDownloadscontains links to

helpful, no cost plug-ins andapplications .

The Adobe AcrobatReader plug-in isused to view somefile types used inSIS Web (i.e.schematics). Thislink begins thedownload processto install Reader .

Acrobat Reader version5.0 or greater shouldbe used.




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Product IdentificationThe links under

Access Methods

Product ID Required need a serialnumber or prefix tobegin a search.These methodsutilize specific sets

of documentsassociated with anidentified model.

Access Methods Product ID NotRequired links donot need a serialnumber or prefix tobegin a search.



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Product IdentificationThe ProductIdentification text

box allows directentry of the fullCaterpillar serialnumber or a serialnumber prefix .

The SelectEquipment Model link displays a listof serial number

prefixes organizedby model.



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Product IdentificationThe SelectEquipment Model

link opens a list ofProduct Families .

Enter a Sales Model (i.e. D7, 3196, 815)into the Search textbox; or, click a linkwithin the list ofProduct Families toopen the related listof Models andPrefixes .



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Product IdentificationClicking a Model orPrefix link enters

the selected serialnumber prefix intothe ProductIdentification textbox on the MainMenu .



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In the title bar, theorange text to the

right of Model indicates theequipment modelof the designatedserial number orserial number

prefix . It is also alink to Return toMain Menu .

When a serial number is directly entered intothe text box, the model

field is not updateduntil an AccessMethod is selected.

Product Identification



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Upon selecting an Access Method , SIS

often displaysvarious equipmentconfigurations orserial number ranges for thespecified prefix .

Select theconfiguration that isbest match for thedesired information;this is an importantchoice that

determines theparts manual thatSIS will reference.




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The EQUIPMENTlink allows viewing

the selectedconfiguration andallows re-selectingfrom theConfigurations

Available .

S ome models will notrequire the selectionof a configurationoption.

The StandardMachine

Configuration will belisted at the top.




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Entering the prefix only (results shown

above right) returnsmore documentsthan entering theentire serialnumber (resultsshown lower right).

Entering full serialnumbers narrowssearches to dataassociated with theserial number ; thiscan be the quicker

method to locateinformation on aspecific piece ofequipment.




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Enter a full engineserial number (no

need to zero fill afteralpha characters) ,then select any ofthe AccessMethods ProductID Required links.

Upon returning tothe Main Menu , the Arrangement isautomaticallydisplayed for thesupplied engineserial number (notfor machine S/Ns ).


End of this section: Return to Table of Contents



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Summary Get the

graphic plug-in

Set Preferences

Use Go To

Open the

twistees

Add Bookmarks Use Help

Send Feedback

Is a serial

number needed?

End of this lesson: Return to Table of Contents

training sis web lesoon 1

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