SISWeb Lesson Basics

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    SIS (Service Information System) WebIncluded in this lesson:

    Basic Navigation

    Utilities

    Highlights

    Product

    Identification

    Summary

    Future lessons

    planned will cover

    Access Methods -

    Product ID RequiredandAccess Methods

    - Product ID Not

    Required.

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    Basic NavigationThis is the SIS Main

    Menupage. It is theentry point to

    access tens of

    thousands of

    service informationdocuments on

    thousands of

    Caterpillar products.

    Both a CWS(Corporate Web

    Security) and a SIS

    (Service InformationSystem) user id and

    password are

    required for access.

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    Basic NavigationThe links below the

    Additional ServiceInformation banner

    open web sites

    outside of SIS Web

    to access specificreference material.

    These references

    will not be coveredin this series of

    presentations.

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    Basic NavigationAll text in orange

    are links thatdisplay additional

    selections or

    informational

    documents.

    The orange links are

    used to get to

    information anddrop-down Go To

    menus (see next page)

    are generally used

    to return fromviewing documents.

    Not all links are

    apparent to all users as

    Administrators set userprofiles to restrict the

    viewing of certain links.

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    Basic NavigationExcept for the Main

    Menupage, all SISpages have a Go To

    drop-down menu in

    the title bar. The Go

    To options varywith the page being

    viewed. Using this

    menu is the most

    reliable method toreturn to previously

    viewed pages in

    SIS Web.

    The web browsers

    Backbutton isunreliable for going

    back to SIS web

    pages.

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    Basic NavigationMany SIS Web

    pages display aBookmark this

    page icon which

    adds that pages

    URL location toFavorites of

    Internet Explorer.

    Bookmarks are

    accessed from IEsFavorites to recall a

    page for viewing at

    a another time.

    Using theAdd to

    Favorites command

    directly from Internet

    Explorers menu does

    not work for all SIS

    Web pages.

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    Basic NavigationIn the title bar, the

    orange text to theright ofModelis a

    Return to Main

    Menulink; it also

    indicates theequipment model

    of a selected serial

    number prefix.

    With many models,

    SIS requires the

    selection of a

    configurationoption; options can

    be viewed and re-

    selected with the

    EQUIPMENT link.More details later in

    this presentation.

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    Basic NavigationMany SIS screens

    display twisteesto the left of topics.

    Click on a twistee

    pointing right to

    expand a topic formore detail. A

    twistee pointing

    down indicates that

    it can not be furtherexpanded.

    Some information types

    are only found at

    certain levels of detail

    i.e.,parts identification

    is only at the lowest

    level of detail.

    See Navigation topic in

    Help for more details.End of this section: Return to Table of Contents

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    SIS Web UtilitiesFour utilities that

    help make the bestuse of SIS are

    grouped together at

    the bottom of the

    Main Menupage:

    Help

    Feedback

    Release Notes

    Preferences

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    HelpHelp is a self-help

    resource to learnthe tools within

    SIS.

    Selecting a Helptopic displays

    basic information;

    often, a short

    scenario isincluded as a

    practice lesson to

    be followed.

    Help containsfurther details

    regarding many

    topics within this

    presentation.

    Return to Utilities

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    FeedbackFeedbackis the

    primary method foranyone to inform

    Caterpillar of errors

    or omissions in SIS

    documents.Suggestions for

    improvements and

    other comments

    are welcomed.

    Using the Go To drop-

    down menu to open a

    Feedbackform

    captures the identity(URL) of the page

    being viewed; this

    makes it easier to

    resolve issues.

    Return to Utilities

    l

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    Release Notes

    Release Notes

    provide a brief

    description of new

    SIS Web functions

    and other software

    changes.

    Return to Utilities

    P f

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    Preferences

    Preferences allow

    some customizing

    to the display or

    functions of SIS.

    Preferences Helptopics are available

    by scrolling or

    paging down to the

    lower part of thisscreen.

    P f

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    Preferences

    Setting User

    Interface to

    Advancedallows

    more options for

    seeking Caterpillar

    service information.

    Advancedis the

    default setting.

    Simplifiedcan beuseful for newer

    users of SIS Web or

    those who need

    fewer options foraccessing SIS Web

    information.

    P f

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    Preferences

    A Part Manual

    Orientation ofSide

    by side displays a

    parts graphic to the

    side of a parts list;

    Top to bottom

    displays the

    graphic above the

    parts list.

    One Frame places

    the graphic and

    parts list within the

    same frame;Separate Frames

    allows individual

    scrolling of the

    graphic or list.

    P f

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    Preferences

    Setting Microfiche

    to Have the ability

    to search for

    Microfiche

    information allows

    the return of the

    fiche number and

    grid location for

    microfiche media

    containing legacy

    information.

    Microfiche is an

    Information Type thatonly appears in Basic

    Search andAdvanced

    Full Text Search; it is

    available for older

    equipment only.

    P f

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    Preferences

    The Date Format

    has a drop-downbox that allows

    selecting the

    preferred format of

    viewing dates.

    Some dates in SIS will

    still remain in their

    original publishedformat.

    P f

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    Preferences

    Part Listoptions:

    Select to delete orretain theparts listfile after it has beendownloaded ore-mailed.

    Have the ability toselect all the parts

    in a consistwilldisplay a one-clickbutton to select allitems listed.

    Automaticallyselect parts forCCRautomaticallyhighlights andpopulates thedefault quantitiesofCCRparts.

    Preferences

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    Preferences

    The Language

    preference may beselected from adrop-down box. Notall documents will be

    available for display inthe chosen language.

    The preferreddisplay forUnitof

    measure is alsoselectable.

    Preferences

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    Preferences

    If the InterCAP plug-

    in has been installedon the PC, selectInterCAP/Micrografxas the default TIFF

    Graphics Viewerformany SIS Webgraphics.

    The link Graphics

    Information andInterCAP/MicrografxPlug-ins provides afull set of directions

    to down-load andinstall theplug-in.

    An explanation isprovided later in thispresentation under theHighlights topic.

    Preferences

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    Preferences

    Changes to the User

    Preferences areactivated by clickingthe Change button.

    The Preferencescan be returned totheir original defaultsettings by clickingReset.

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

    Highlights

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    HighlightsHighlights are links

    to SIS Web softwarerelated topics:

    New Information

    Frequently AskedQuestions

    Graphics

    Information

    New Information

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    New InformationNew Information

    lists the productsand documents

    that have been

    added to SIS Web

    in the last 7 days.

    Click on an orange

    Serial Number

    Prefixlink to selecta new model or an

    orange Media

    Numberlink to

    open a recentlyadded document.

    Return to Highlights

    Frequently Asked Questions

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    Frequently Asked QuestionsFrequently Asked

    Questions addressissues that often

    arise concerning

    the use of SIS Web.

    Scroll down the list

    of topics or click an

    orange Jump To

    topic.

    Return to Highlights

    Graphics Information

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    Graphics InformationGraphics

    Informationcontains links to

    helpful, no cost

    plug-ins.

    TheAdobe Acrobat

    Readerplug-in is

    used to view some

    file types used inSIS Web (i.e.

    schematics). This

    link begins the

    download processto install Reader.

    Acrobat Reader version

    5.0 or greater should

    be used.

    Graphics Information

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    Graphics InformationTheActiveCGM

    plug-in is helpfulfor viewing and

    printing parts

    graphics, some

    schematics andphotos. Follow the

    install directions

    provided.

    TheActiveCGM

    Browser User

    Guide link provides

    help for using theplug-ins right-click

    graphic menu.

    Installingplug-ins may

    require Administrativeprivileges on the PC.

    Return to Highlights

    Product Identification

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    Product IdentificationThe links under

    Access Methods Product ID Required

    need a serial

    number or prefix to

    begin a search.These methods

    utilize specific sets

    of documents

    associated with anidentified model.

    Access Methods

    Product ID NotRequiredlinks do

    not need a serial

    number or prefix to

    begin a search.

    Product Identification

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    Product IdentificationThe Product

    Identification textbox allows direct

    entry of the full

    Caterpillarserial

    numberor a serialnumber prefix.

    The Select

    Equipment Modellink displays a list

    ofserial number

    prefixes organized

    by model.

    Product Identification

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    Product IdentificationThe Select

    Equipment Modellink opens a list of

    Product Families.

    Enter a Sales Model

    (i.e. D7, 3196, 815)

    into the Search text

    box; or, click a link

    within the list ofProduct Families to

    open the related list

    ofModels and

    Prefixes.

    Product Identification

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    Product IdentificationClicking a Modelor

    Prefixlink entersthe selected serial

    number prefix into

    the Product

    Identification textbox on the Main

    Menu.

    Product Identification

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    Product IdentificationIn the title bar, the

    orange text to theright ofModel

    indicates the

    equipment model

    of the designatedserial numberor

    serial number

    prefix. It is also a

    link to Return toMain Menu.

    When a serial number

    is directly entered into

    the text box, the modelfield is not updated

    until anAccess

    Methodis selected.

    Product Identification

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    oduc de ca oUpon selecting an

    Access Method, SISoften displays

    various equipment

    configurations or

    serial numberranges for the

    specifiedprefix.

    Select the

    configuration that is

    best match for the

    desired information;

    this is an importantchoice that

    determines the

    parts manual that

    SIS will reference.

    Product Identification

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    The EQUIPMENT

    link allows viewingthe selected

    configuration and

    allows re-selecting

    from theConfigurations

    Available.

    Some models will not

    require the selectionof a configuration

    option.

    Product Identification

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    Entering theprefix

    only (results shownabove right) returns

    more documents

    than entering the

    entire serialnumber(results

    shown lower right).

    Entering full serial

    numbers narrows

    searches to data

    associated with the

    serial number; this

    can be the quicker

    method to locate

    information on a

    specific piece ofequipment.

    Product Identification

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    Enter a full engine

    serial number(noneed to zero fill after

    alpha characters),

    then select any of

    theAccessMethods Product

    ID Requiredlinks.

    Upon returning to

    the Main Menu, theArrangementis

    automatically

    displayed for the

    supplied engineserial number(not

    for machine S/Ns).

    End of this section: Return to Table of Contents

    Summary

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    y

    9 Get the graphic

    plug-ins

    9 Set Preferences

    9 Use Go To

    9 Open the

    twistees

    9 Add Bookmarks

    9 Use Help

    9 Send Feedback

    9 Is a serial

    number needed?

    End of this lesson: Return to Table of Contents