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U1L1 Comp Oper

This document provides an overview and curriculum for a Caterpillar Communications course. The course introduces students to basic computer operation and several common Caterpillar software programs used by technicians. The curriculum covers 6 units: computer operations, the service information system, Caterpillar electronic technician, service reporting, technical marketing information, and the hydraulic information system. Each unit contains multiple lessons with objectives, references, and required tooling.

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pmcisissengue
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© © All Rights Reserved
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0% found this document useful (0 votes)
32 views

U1L1 Comp Oper

This document provides an overview and curriculum for a Caterpillar Communications course. The course introduces students to basic computer operation and several common Caterpillar software programs used by technicians. The curriculum covers 6 units: computer operations, the service information system, Caterpillar electronic technician, service reporting, technical marketing information, and the hydraulic information system. Each unit contains multiple lessons with objectives, references, and required tooling.

Uploaded by

pmcisissengue
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 56

Course Overview

Caterpillar
Communications
Course Overview

Overview
This course introduces the student to basic computer operation and
many of the common Caterpillar software programs used by the
technician to service Caterpillar products.
The following course curriculum has been developed using the
reference materials and tooling listed on the following pages.

INSTRUCTOR NOTE: Unit 1, Lesson 1 "Basic Computer


Operation" is optional, depending on the computer skills of the
students, and should be used at the discretion of the Instructor.

©2006 Caterpillar Inc.


Property of Caterpillar Inc.
Table of Contents
Caterpillar
Communications
Table of Contents
UNIT 1: Computer Operations
Lesson 1: Basic Computer Operation
Lesson 2: Dealer Business System (DBS)
Lesson 3: Service Technician Workbench (STW)
UNIT 2: Service Information System (SIS)
Lesson 1: Introduction to SIS Web
Lesson 2: SIS Parts Search
Lesson 3: SIS Service Information Search
Lesson 4: SIS Miscellaneous Searches and Software Files

UNIT 3: Caterpillar Electronic Technician (Cat ET®)


Lesson 1: Getting Started with Cat ET
Lesson 2: Using Cat ET Screens
Lesson 3: Printing and File Management
Lesson 4: Factory Passwords
Lesson 5: Data Analysis and Storage
Lesson 6: Engine Diagnostics with Cat ET
Lesson 7: Flash Programming with Cat ET
UNIT 4: Service Reporting
Lesson 1: Introduction to Service Reporting
Lesson 2: Electronic Service Reporting
UNIT 5: Technical Marketing Information (TMI)
Lesson 1: Introduction to TMI
UNIT 6: Hydraulic Information System (HIS)
Lesson 1: Introduction to HIS
Caterpillar

Course Syllabus
Communications
Course Syllabus

Description
1. Caterpillar Communications Course
2. Course Number ___________
3. Prerequisite: None
4. 26 lecture hours
Methods of Presentation
1. Lecture and discussion
2. Demonstrations
3. Supporting laboratory exercises and lab worksheets
Suggested Evaluation of Student Achievement
1. Unit quizzes ______%
2. Laboratory worksheets ______%
3. Class and laboratory participation--_______%
Caterpillar

Objectives
Communications
Objectives

At the completion of this course, the student will have a working


knowledge of computers and be able to complete a service report.
The student will also be able to use the following Caterpillar
software programs:
1. STW
2. SIS
3. Cat ET
4. TMI
5. HIS
Reference Materials
Caterpillar
Communications
Reference Materials

The reference materials listed below should be ordered before


conducting the course.
Special Instruction--"Obtaining Factory Passwords" REHS1238
Tool Operating Manual--"Using the 261-3363
Wireless Communications Adapter" NEHS0926
Tooling Requirements
Caterpillar
Communications
Tooling Requirements

Labs and exercises for this course require the following tools:
Personal Computer (PC) with Windows 2000 or XP

Access to SIS Web and Infocast

7X1700 Communication Adapter I


139-4166 Communication Adapter I Data Link Cable (18 ft.)
7X1425 Communication Adapter I Serial Cable (4 ft.)
171-4400 Communication Adapter II
207-6845 (160-0133) Communication Adapter II Universal Data
Link Cable (2 ft.)
196-0055 *(160-0141) Communication Adapter II Serial
Cable (25 ft.)
261-3363 Wireless Communication Adapter Group includes the
following:
239-9955 Communication Radio Group
259-3183 Data Link Cable
261-4867 PCMCIA Card
* Serial Cable 160-0141 may not work with certain types of Laptops,
for example IBM ThinkPad.
NOTE: Communication Adapter II has replaced
Communication Adapter I. Communication Adapter I has been
discontinued, but can still be used to support many machines and
engines. Communication Adapter I will not support the CAN
(Control Area Network, J1939 protocol).
Tooling (continued)

NETG5030 Service Technician Workbench (STW) 2006A


includes the following:
STW software
Component Based Troubleshooting software
Cat ET software
SIS software
Technical Analysis software
DataView software
Service Report software
Flash File Search (FFS) software
STW Getting Started Guide
STW Tutorial software
Unit 4: Computer Operations
Unit 1
Computer Operations

Unit Objectives:
At the completion of this unit each student will be able to use a
personal computer, understand the basic purpose of the Dealer
Business System (DBS) and describe the applications available in
Service Technician Workbench (STW).

Unit References:
None

Tooling:
Personal Computer (PC) with Windows 2000 or XP
Lesson 1: Basic Computer Operation
Lesson 1: Basic Computer Operation

Introduction:
Caterpillar's Service Information System (SIS) is used by a majority
of the dealers today. It offers many different materials all available in
one form of media.

Objectives:
After completion of this lesson the student will be able to:
1. Understand how computers work.
2. Identify computer input and output devices.
3. Identify computer operating systems.
4. Identify computer software and hardware.
5. Identify data storage devices.
6. Perform basic file management tasks.
7. Identify types of computer networks.
8. Access the internet and send email.

References:
None

Tooling:
Personal Computer (PC) with SIS Web and Windows 2000 or XP

INSTRUCTOR NOTE: Some of this lesson is a working text to


be used by the instructor while performing basic computer tasks
in the classroom as the students perform the same tasks on
individual computers. This lesson is based on the Windows XP
operating system. If Windows XP is not used in the classroom,
the Windows screens and some functions will differ.
Unit 1 2 Caterpillar Communications
Lesson 1

What is a Computer?

A computer is a machine that processes data according to instructions that are stored
internally either temporarily or permanently. The distinguishing feature of a
computer is its ability to store its own instructions. This ability makes it possible
for a computer to perform many operations without the need for a person to enter
new instructions each time.

Computers perform high-speed mathematical or logical operations as well as


assembling, storing, and correlating information.

First generation computers, starting with the UNIVAC I in 1951, used vacuum
tubes, and their memories were made of thin tubes of liquid mercury and magnetic
drums. This illustration from 1956, shows half the CPU of the UNIVAC I
computer.
Unit 1 3 Caterpillar Communications
Lesson 1

Types of Computers

Desktop PC Notebook Computer

There are several types of computers.

A Personal Computer (PC) is a computer designed to be set up and used in one


location, usually on a desk. PCs are commonly thought of as computers running the
Windows operating system and are found in most businesses and homes. Popular
manufacturers of PCs include Dell and Hewlett-Packard.

A notebook computer is a small, lightweight computer that you can easily transport.
All the components of a notebook, including the keyboard, pointing device,
speakers, and screen, are built into one unit. Notebooks come with a rechargeable
battery which allows you to use the computer when no electrical outlets are
available, making notebooks ideal for frequent travelers.

Macintosh computers, made by Apple Computer, are found in some homes and
business and are very popular in the graphics, publishing, music, and film
industries. The Macintosh computer was the first popular personal computer that
offered a graphical display.

Handheld computers, also known as Personal Digital Assistants (PDAs), are


lightweight computers that are small enough to carry in your hand. Handheld
computers usually include an electronic pen, called a stylus, that you use to select
items on a small, touch sensitive screen. Some handheld computers also include a
keyboard. You can use a handheld computer to perform most of the same tasks as
other types of computers, such as word processing and Web browsing. Handheld
computers use rechargeable batteries as their power source.
Unit 1 4 Caterpillar Communications
Lesson 1

Basic Computer Components

• Power Supply
• Hard Drive
• Motherboard
• CD-ROM Drive
• DVD-ROM Drive
• Memory Card Reader
• Floppy Drive
• Central Processing Unit (CPU)
• Random Access Memory (RAM)

A computer collects, processes, stores, and outputs information. All computers


contain the same basic components:

Power Supply: A power supply changes normal household electricity into


electricity that a computer can use.
Hard Drive: A hard drive is the primary device that a computer uses to store
information.
Motherboard: A motherboard is the main circuit board of a computer. All
electrical components plug into the motherboard.
CD-ROM Drive: A CD-ROM drive can read information on CDs.
DVD-ROM Drive: A DVD-ROM drive can read information on DVDs.
Memory Card Reader: A memory card reader can read and store information on
memory cards.
Floppy Drive: A floppy drive stores and retrieves information on floppy disks.
Central Processing Unit (CPU): A CPU is the main chip in a computer. The CPU
processes instructions, performs calculations, and manages the flow of information
through a computer.
Random Access Memory (RAM): RAM temporarily stores information inside a
computer. This information is lost when you turn off the computer.
Unit 1 5 Caterpillar Communications
Lesson 1

Central Processing Unit (CPU)

As the previous slide stated, the Central Processing Unit (CPU) is the main chip in a
computer. The CPU performs billions of calculations every second. The CPU is
also called the processor or microprocessor.

If you can imagine a road map of the United States printed on a fingernail, then you
can imagine the complexity of a CPU. The elements in a CPU are measured in
microscopic units called microns or nanometers (nm). Today, elements in a CPU
can be less than 0.13 microns or 100 nanometers wide. Smaller CPU elements are
better because more elements can fit on a CPU. The more elements on a CPU, the
faster the CPU can process information.

The most popular CPU’s for personal computers are made by Intel and AMD
(Advanced Micro Devices). Each type of CPU is available in several speeds. The
CPU speed is a major factor in determining how fast a computer operates. The
faster the speed, the faster the computer operates. The speed of a CPU is commonly
measured in gigahertz (GHz), or billions of cycles per second.

Most CPU’s can process 32 bits of information at a time. These CPU’s are referred
to as 32-bit processors and function most efficiently when used with 32-bit
operating systems, such as Windows XP.
Unit 1 6 Caterpillar Communications
Lesson 1

Bytes and Bits

Byte
• Used to measure the amount of information a computer can store
- Kilobyte (KB): one thousand characters or one page of text
- Megabyte (MB): one million characters or one book
- Gigabyte (GB): one billion characters or shelf of books in library
- Terabyte (TB): one trillion characters or entire library of books

Bit
• The smallest unit of information a computer can process
• One byte consists of eight bits (binary digits)

Bytes are used to measure the amount of information a device can store.

One byte is one character. A character can be a number, letter or symbol. One byte
consists of eight bits (binary digits). A bit is the smallest unit of information a
computer can process.

One kilobyte is approximately equal to one thousand characters or one page of text.
One megabyte is approximately equal to one million characters or one book.
One gigabyte is approximately equal to one billion characters or a shelf of books in
a library.
One terabyte is approximately equal to one trillion characters or an entire library of
books.
Unit 1 7 Caterpillar Communications
Lesson 1

Memory

Desktop Computer Memory Laptop Computer Memory

Random Access Memory (RAM) temporarily stores data inside a computer. A


computer’s main memory works like a blackboard that is constantly overwritten
with new data. The data stored in memory disappears when you turn off the
computer.

The speed at which data is stored and accessed in memory is called memory speed.
Memory speed is usually measured in megahertz (MHz) or gigahertz (GHz). When
adding memory to your computer, make sure the memory speed is compatible with
the speed of the motherboard. Most motherboards can support memory with a
speed of up to 1 GHz.

The amount of memory determines the number of programs a computer can run at
once and how fast programs will operate. Memory is measured in megabytes (MB)
or gigabytes (GB). You should buy a computer with at least 512 MB of memory.
Increasing the amount of memory in your computer is one of the easiest ways to
improve a computer’s performance. The capabilities of the computer’s
motherboard determine the amount of memory you can add.

Memory chips make up the main memory in a computer. The computer’s


motherboard determines the type of memory chip that is required.

Unlike RAM, Read-Only Memory (ROM) stores data that is permanent and cannot
be changed, such as instructions that help prepare the computer for use each time
you turn on the computer.
Unit 1 8 Caterpillar Communications
Lesson 1

Software

Operating System Software Application Software

Software is a set of electronic instructions that tell a computer what to do. There are
two types of software, operating system software and application software.

Operating system software controls the overall activity of a computer. Most new
computers come with the Windows XP operating system software.

Application software allows you to accomplish specific tasks, such as composing


documents and creating and editing images. Popular application software includes
Microsoft Word and Adobe Photoshop.

Word processing software helps you create professional-looking documents quickly


and efficiently. A popular Word Processing program is Microsoft® Word.

A spreadsheet program helps you manage personal and business finance.


Commonly used spreadsheet programs are Microsoft Excel and Corel Quattro Pro.

Database programs help you manage large collections of information and are often
used to manage mailing lists, phone directories, product listings, inventory lists, and
payroll information. Microsoft Access is a commonly used database program.
Unit 1 9 Caterpillar Communications
Lesson 1

Hardware

Hardware includes any device that is connected to your computer and is controlled
by your computer’s microprocessor.

A peripheral device is any piece of hardware attached to a computer such as a


printer, keyboard, or mouse. Devices can be connected to your computer in several
ways. Some devices such as network adapters and sound cards, are connected to
expansion slots inside your computer. Other devices, such as printers and scanners,
are connected to ports on the outside of your computer.

For a device to work properly with Windows, software known as a device driver
must be installed on the computer.
Unit 1 10 Caterpillar Communications
Lesson 1

Input Devices

Keyboard

Mouse

Scanner

Joystick

An input device allows you to communicate with a computer. You can use input
devices to enter information and issue commands. Some of the most common input
devices are listed below:

Mouse: A mouse is a handheld device that allows you to select and move items on
your screen. When you move a mouse on your desk, the pointer on the screen
moves in the same direction. Most mice have two buttons that you can press and
release or "click" to perform an action. Some mice have more than two buttons.
These additional buttons may be pre-programmed or you may be able to program
the buttons to perform specific tasks, such as starting a Web browser.

Keyboard: The keys on a keyboard allow you to enter information and instructions
into a computer.

Scanner: A scanner is a device that reads images and text from paper into a
computer.

Joystick: A joystick and microphone are also input devices.


Unit 1 11 Caterpillar Communications
Lesson 1

Output Devices

Speaker Speaker

Printer Monitor

An output device allows a computer to communicate with you. Output devices


display information on a screen, create printed copies, and generate sound. Some of
the most common output devices are listed below:

Printer: You can use a printer to produce letters, photos, transparencies, labels,
envelopes, and more. Inkjet printers spray ink onto a page and print each page one
line at a time. Laser printers use a laser beam to print an entire page all at once.
Photo printers are usually inkjet printers specifically designed to print photographs.

Monitor: A monitor displays text and images generated by a computer. Cathode


Ray Tube (CRT) monitors use the same technology as most television sets. Liquid
Crystal Display (LCD) monitors use active matrix technology, or thin film transistor
(TFT) technology, to produce images.

Speakers: Speakers allow you to hear the sound generated by your computer.
Unit 1 12 Caterpillar Communications
Lesson 1

Data Storage – Internal Hard Drive

A hard drive is the primary device a computer uses to store information. A hard
drive is also called a hard disk or hard disk drive. Computers come with at least one
hard drive, which is located inside the computer case. The hard drive light (arrow)
is on when a computer is using a hard drive. Do not move the computer when this
light is on.

A hard drive magnetically stores data on a stack of rotating disks, called platters.
The disks are stored inside the hard drive case for protection. Several read/write
heads read and record data on the disks. A hard drive also has a controller, which is
a circuit board inside the hard drive that controls the hard drive.

A hard drive stores data files and program files. Data files include document,
image, sound and video files. Program files include the operating system, such as
Windows XP and application files, such as Word and Excel. When you buy a new
program, you must install, or copy, the program files to your hard drive before you
can use the program.

You can buy an external hard drive to store backup copies of files stored on a
computer. Backing up data provides extra copies of files in case the original files
are lost or damaged, or if you accidentally change or delete files.
Unit 1 13 Caterpillar Communications
Lesson 1

Data Storage – External Hard Drive

An external hard drive can sit on your desk and usually connects to the computer
through a USB (Universal Serial Bus) connection. Several sizes of external hard
drives are available and some can store very large amounts of data. The external
hard drive may or may not require external power to operate.
Unit 1 14 Caterpillar Communications
Lesson 1

Data Storage – CD Drives

A CD-ROM drive is a device that reads information stored on Compact Discs


(CDs). CD-ROM stands for Compact Disc-Read-Only Memory. Read-only means
you cannot change the information stored in discs. Most CD-ROM drives are
located inside a computer case. External CD-ROM drives that connect to a
computer by a cable are also available.

The speed of a CD-ROM drive determines how quickly information can transfer
from a disc to a computer. You should buy a CD-ROM drive with a speed of at
least 52x.

A single disc can store up to 700 megabytes (MB) of data, which is equal to an
entire set of encyclopedias.

Most programs are available on CD-ROM discs. You can also use a CD-ROM
drive to play music CDs.

A CD-RW drive is a device that allows you to read and store information on
recordable CDs. Storing information on a recordable CD is often referred to as
"burning" a CD. CD-RW stands for Compact Disc-ReWritable. ReWritable means
you can record and erase information on discs. A CD-RW drive can record data on
a CD-R (Compact Disc-Recordable) disc only once, but can erase and re-record
data on a CD-RW (Compact Disc-ReWritable) several times.
Unit 1 15 Caterpillar Communications
Lesson 1

Data Storage – DVD Drives

A DVD-ROM drive is a device that reads information stored on DVDs. DVD-ROM


stands for Digital Versatile Disc-Read-Only Memory. Read-only means you cannot
change the information stored on the disc. A DVD-ROM disc is similar in size and
shape to a CD-ROM disc, but can store over six times more information. A single
DVD can typically store up to 4.7 GB of information or 120 minutes of video. Most
DVD-ROM drives are located inside the computer case.

Current DVD-ROM drives commonly have speed of 16x. A combo drive is a


device that combines the functions of a DVD-ROM drive and CD-RW drive into
one unit. A combo drive can read both DVDs and CDs as well as record
information on recordable CDs.

A DVD+/-RW drive is a device that allows you to store information on recordable


DVDs. DVD+/-RW stands for Digital Versatile Disc+/-ReWritable. ReWritable
means you can record and erase information on discs. A DVD+/-RW drive is also
known as a DVD burner.
Unit 1 16 Caterpillar Communications
Lesson 1

Data Storage – Flash Drives

A flash drive is a lightweight storage device approximately the size of a stick of


gum. A flash drive is also known as a USB (Universal Serial Bus) key, key drive,
memory key, or thumb drive.

A flash drive is a device you can use to store files and transfer data between
computers. To use a flash drive, you connect the flash drive to a USB port on a
computer. The computer automatically recognizes the flash drive and treats the
drive as an additional hard drive on the computer. You can work with and save files
on the flash drive the same way you work with and save files on your computer, you
simply unplug the drive from your computer and then plug the drive into a USB port
on the second computer.

A flash drive stores data in flash memory. Flash memory does not need a power
source to retain the information stored in memory. Data can remain in flash
memory on a flash drive for up to ten years without the flash drive being connected
to a power source or battery. Flash memory is also rewritable. This allows you to
add and delete data on the flash drive as often as you like.

Flash drives are ideal for storing small to medium-sized files. The drives are
available in capacities up to several gigabytes. Transferring data to and from a flash
drive is much faster than transferring data to from other types of removable storage.
Unit 1 17 Caterpillar Communications
Lesson 1

Other Storage Devices

Floppy Disks Memory Cards

Floppy drives are usually referred to as drive A. If your computer does not come
with a floppy drive and you need to access information stored on floppy disks, you
can purchase an external floppy drive that connects to your computer. Floppy
drives are not commonly used now since they typically can store only about 1.5 MB
of data.

A memory card reader is a device that records information on memory cards so you
can easily transfer information between a computer and a digital device. Popular
digital devices that use memory cards include digital cameras, MP3 players, PDAs,
and some cell phones.

A tape drive is a device that reads and records information on tape cartridges. Tape
drives are rarely used.
Unit 1 18 Caterpillar Communications
Lesson 1

Microsoft Operating Systems

• MS DOS
• Windows 3.1
• Windows 95, 98, and ME
• Windows NT
• Windows 2000
• Windows XP

An operating system is the software that controls the overall activity of a computer.
An operating system (OS) ensures that all parts of a computer work together
smoothly and efficiently. Microsoft operating systems as listed below are the most
common among personal computers:

MS DOS: MS DOS is an operating system that performs tasks using text


commands that you enter. MS-DOS stands for Microsoft Disk Operating System.
Windows 3.1: Windows 3.1 works with MS-DOS to control the overall activity of
a computer. Windows 3.1 is not a true operating system since it needs MS-DOS to
operate. Windows 3.1 was first released in 1992.
Windows 95, 98, and ME: Microsoft released three new operating systems
between 1995 and 2000. All three operating systems are independent operating
systems because they do not need MS-DOS to operate. They are all similar.
Windows NT: Windows NT is a powerful version of the Windows operating
system that provides advanced networking and security features.
Windows 2000: Windows 2000 is the successor to Windows NT and offers
improved networking and security features.
Windows XP: Windows XP is the newest version of the Windows operating
system. Windows XP stands for Windows eXPerience. It has a newly designed
desktop and is more stable and reliable than previous versions of the Windows
operating system.
Unit 1 19 Caterpillar Communications
Lesson 1

Other Operating Systems

• Mac OS X (ten)
• UNIX
• Linex

Other operating systems include:

MAC OS X (ten): MAC OS X is the latest version of the Macintosh operating


system. It can only be used on Macintosh computers. There are currently several
versions available.
UNIX (Uniplexed Information Computer System): UNIX is a powerful
operating system that can be used to run a single computer or an entire network. It
is the oldest computer operating system still in widespread use today. Many
companies have owned UNIX since its development in the late 1960s. UNIX’s
multitasking capabilities make it an efficient operating system for networks.
Linux: Linux is a powerful, inexpensive, UNIX-based operating system with many
versions made by different companies. Although difficult to install and set-up, the
operating system is easy to learn and use.
Unit 1 20 Caterpillar Communications
Lesson 1

Starting the Computer

1
3

Press the power button to turn the computer on. Once your computer has powered
up, your user account screen (1) will appear. Point the mouse to your user account
and click to open. Microsoft XP allows multiple users to access a single computer
with their own settings. Each user can enter a password to restrict access to their
settings and files, and each user can log off without turning off the computer.

Once you have accessed your user account, your desktop (2) will appear. The
desktop is the workspace that appears on your screen. Several icons, called
shortcuts, are located on the desktop (left side of the screen). Each represents an
object, such as a folder or a program. Items commonly found on a desktop include
the Recycle Bin, My Computer, software application programs such as Microsoft
Word, e-mail programs, an internet browser such as Internet Explorer, to name a
few.

There are many options for customizing your environment. You can add shortcuts
to your desktop as well as remove unused desktop icons. You can also change your
desktop background. Your desktop icons can be arranged in several ways,
including alphabetical order, file size order, and type (such as all PowerPoint
presentations next to one another). Right-click your mouse on the desktop to open a
window (3) with several desktop options available.
Unit 1 21 Caterpillar Communications
Lesson 1

Mouse Operation

1
2

The mouse is used to select and open files and folders and move items in the
windows environment. The left mouse button (1) is pressed once to select files and
pressed twice ("double click") to open files.

If a file or folder is selected (by clicking the left button once) and the left button is
held, the file or folder can be dragged (moved) to another area on the desktop.

When the right mouse button is clicked, a menu will appear with items to select.

Some mice include a thumbwheel (3) that is used to scroll through information in a
document.
Unit 1 22 Caterpillar Communications
Lesson 1

Mouse Operation

File selected by
left mouse button

Pointer held over file name


Right mouse button
clicked on file

In the top left illustration, the file "HIS Test.doc" has been selected by the left
mouse button. The file is highlighted.

In the bottom left illustration, information about the file "HIS Test.doc" is displayed
by holding the pointer over the file without pressing a mouse button. This is
sometimes called "mouse over."

In the right illustration, a menu appears when the right mouse button is clicked once
on the file name. To select an item from the menu, left click the item.
Unit 1 23 Caterpillar Communications
Lesson 1

Using Windows

3
2
1

You use your desktop for almost any task including opening programs, copying files,
connecting to the Internet, and reading your e-mail.

The Start button (1) can be used to easily navigate around your computer. When you
click the Start button, a menu (2) opens that displays the main program icons. The left
side of this menu can change, reflecting the programs that you use most frequently.
To keep an icon on the start menu permanently, right-click the icon and click Pin to
Start Menu (3). Some commands on the Start menu have a right-facing arrow, which
means additional choices are available on a secondary menu. If you place your
pointer over an item with an arrow, another menu appears (4).

Some of the programs found within the Start button include:


• All Programs which lists all the programs installed on the computer.
• My Documents, My Pictures, and My Music which provide quick access to the
corresponding folders, where you can save frequently used files.
• My Computer which allows you to view the contents the computer drives.
• Control Panel for adjusting computer settings.
• Help and Support.
• Search to locate files and folders on your computer or network.
• Run displays a window to start a program or open a file with a command.
• Log Off logs off the computer so that a new user can log on to the computer.
• Turn Off Computer provides options for shutting down and restarting, and
using power management mode.
Unit 1 24 Caterpillar Communications
Lesson 1

3 Using Windows

1
2

The taskbar contains the Start button on the left and the notification area (1) on the
right. The notification area contains icons that provide quick access to utilities and
computer functions, such as the computer clock and printer status. Notification area
icons that are not frequently used are hidden.

When you open a program, a button appears on the taskbar (2). You can click the
buttons on the taskbar to move between open programs.

When you delete a file, it moves to the Recycle Bin (3), where you can later retrieve
it. To permanently remove files from your computer, empty the Recycle Bin.

NOTE: Files deleted from a floppy disk, flash drive, or a network are erased
permanently. They are not sent to the Recycle Bin.
Unit 1 25 Caterpillar Communications
Lesson 1

Using Windows

1
4

3
5
2

When the mouse is pointed to an icon (without clicking) on the desktop, a


description of the program or file will appear in a box (1). To open a file or folder
on the desktop, double-click the icon. To rename an item on the desktop (or
anywhere else), click on the name under the icon, then click again and you can type
over the name with a new name (2).

A window is a portion of the screen where programs and processes can be run. You
can open several windows at the same time. For example, you can open your e-mail
in one window, work on a budget in a spreadsheet in another, and download
pictures from your digital camera in another window. Windows can be closed,
resized, moved, or minimized to a button on the taskbar, or maximized to take up
the whole screen.

To close a window, point to the X (3) at the top right of the open window and click
once to close. To open the window to its maximum size, point to the box (4) and
click once, and the window will be displayed as a full screen. To keep the window
open, but to temporarily minimize it, point to the dash (5) at the top of the window
and click once to minimize. The minimized window will show up on the taskbar.
To maximize the window, click on on the window in the taskbar.
Unit 1 26 Caterpillar Communications
Lesson 1

Working with My Computer

You can navigate around your computer in several different ways. You can view
your computer’s contents by using My Computer. My Computer is helpful if you
prefer viewing the contents of a single folder or drive. Double-click My Computer
on your desktop to open it. You can search for files and folders in My Computer
and gain access to options in Control Panel to modify your computer’s settings.
Unit 1 27 Caterpillar Communications
Lesson 1

Working with Windows Explorer

You can also navigate around your computer by using Windows Explorer. To open
Windows Explorer, right click the Start Button and Click Explore. You will like
using Windows Explorer if you prefer to look at your files in a hierarchical
structure. Instead of opening drives and folders in separate windows, you can
browse through them in a single window.

The left side of the Windows Explorer window contains a list of your drives and
folders, and the right side displays the contents of a selected folder. You can use the
View menu to change how the icons in the right half of the window appear. Two
examples of different views are tiles view (1) and details view (2).
Unit 1 28 Caterpillar Communications
Lesson 1

Files and Folders

Windows Explorer My Computer

Most Windows tasks involve working with files and folders. A file is the basic unit
of storage that enables a computer to distinguish one set of information from
another. When you use a program and save your work, or when you install a
program, you’re creating files. You can store your files in many locations, such as
on the hard drive, a network drive, or a flash drive.

Windows uses folders to provide a storage system for the files on your computer,
just as you use manila folders to organize information in a filing cabinet. Folders
can contain many different types of files, such as documents, music, pictures,
videos, and programs. You can copy and move files from other locations, such as
another folder, computer, or the Internet, to folders you create. You can even create
folders within folders.

For example, if you are creating and storing files in the My Documents folder, you
can make a new folder within My Documents to contain the files. If you decide that
you want to move the new folder to a different location, you can easily move it and
its contents by selecting the folder and dragging it to the new location.

You can create a new folder in My Computer or Windows Explorer.


Unit 1 29 Caterpillar Communications
Lesson 1

Files and Folders


Windows Explorer My Computer

2
4

To use Windows Explorer to create a folder, open Windows Explorer and click File
on the toolbar, drag the mouse to New, and click on the folder icon (1). Type the
name of the new folder (2), and press Enter.

To use My Computer to create a folder, double-click My Computer. Double-click


the disk drive or folder in which you want to create a folder (3). Click File on the
toolbar, point to New, and then click Folder (4). Type a folder name and then press
Enter.
Unit 1 30 Caterpillar Communications
Lesson 1

Files and Folders


Windows Explorer My Computer

1
3

To open a file or folder, double-click the drive that contains the file or folder you
want to open. Double-click the file or folder.

To Copy files using Windows Explorer, open Windows Explorer. Locate the file
you want to copy and click the file to select (highlight) it (1). Click the Edit
menu (2) and click copy. Locate and double-click to open the folder into which you
want to to copy the file. Click the Edit menu and click Paste.

In My Computer, locate the file you want to copy and click the file to select it (3).
Under File and Folder Tasks (4), click Copy this file. In the Copy Items window,
open the folder into which you want to copy the file. Click Copy.

Files can also be moved, renamed, and deleted by using either Windows Explorer or
My Computer.

NOTE: When naming files, consider the length of the file name and the
characters used. Not all computers can read some filename characters. Refer
to the "File and Folder Specifications Best Practices" Handout located at the
end of this lesson.
Unit 1 31 Caterpillar Communications
Lesson 1

Saving Files

2 3

Saving files is very important to avoid losing work. Anytime a document is open
you can click on file (1) and save (2) to save all work that has been done to the
document.

If the document is closed before saving, all changes that you made since you opened
the document will be lost.

If you make changes to a document, but you want to maintain the original document
without the changes, use the "Save As" function (3) and give the document a new
name. The original document will still exist unchanged.
Unit 1 32 Caterpillar Communications
Lesson 1

Shutting Down Windows

1 2

To avoid losing data, save and close any open files and exit any open programs
before you shut down your operating system and turn off your computer.

Click the Start button (1), then Turn off computer (2). In the Turn off computer
window, click Turn Off (3)

To log off the computer without turning it off, save and close any open files, exit
any open programs, click the Start button, and then click Log Off. In the Log Off
window, click Log off.

NOTE: As an alternative to turning off your computer, you can set your
computer to standby or hibernate mode.
Unit 1 33 Caterpillar Communications
Lesson 1

Viruses

• VIRUS: Computer program designed to spread itself from one


to another
• WORM: Spread from computer to computer
• TROJAN HORSE: Comes as a gift that contains something
unexpected

A virus disrupts the normal operation of a computer. A virus can cause a variety of
problems, such as the appearance of annoying messages on a screen, the destruction
of information on the hard drive, or the slowing down of a computer. Files on a
floppy disk or a recordable CD or DVD can contain viruses. Files you obtain on the
Internet and files sent as attachments in e-mail messages can also contain viruses.

Worms are similar to viruses, but instead of spreading from file to file, they spread
from computer to computer either by connecting to other computers over a network,
or by e-mail. Sometimes the main purpose of a worm is actually to infect as many
computers as possible and to spread as rapidly as possible, rather than to destroy
data.

A Trojan Horse, comes as a gift that contains something unexpected. A Trojan


Horse program may modify your computer, which allows others to access and
control your computer over the internet. A Trojan Horse program also announces
the availability of your computer to the author of the program by sending a message
to him.

Viruses, worms, and Trojan horses have one thing in common, someone created
them by writing a computer program. Although users can spread viruses
inadvertently, they are created on purpose.
Unit 1 34 Caterpillar Communications
Lesson 1

Protecting Data Against Viruses

You should use an antivirus program such as Norton AntiVirus or McAffee


VirusScan to regularly check your computer for viruses. Your antivirus software
should be updated at least once a month to be protected from the latest viruses.
Antivirus experts estimate dozens of new strains and variations of viruses appear
each month.

Here are some more ideas to help protect against viruses:

• Virus-scan every disk that goes into your computer. Some antivirus software
automatically scans the disk.
• Don’t open unexpected files or attachments.
• Don’t accept downloads from strange Web sites.
• After you download files, scan them.

Having your antivirus program scan the entire computer for viruses is a necessity.
Scan your computer once per week. When scheduling your computer to scan
automatically, choose a day and time when you know your computer will be
running. If your computer is in standby mode, your antivirus software will not
wake it up to scan.
Unit 1 35 Caterpillar Communications
Lesson 1

Networks

• Local Area Network (LAN)


• Wireless Network
• Peer-to-Peer Network
• Client/Server Network
• Firewall

A network is two or more computers connected by a cable or wireless connection so


that they can exchange information. Networks are often called Local Area Network
(LAN). A network can connect different types of computers, such as PC and
Macintosh, as well as desktops and notebook computers. You can create a
computer network by hooking all the computers in your office together with cables
and installing a special network interface card in each computer to allow the all the
computers to communicate.

In a wireless network, each computer is equipped with a special wireless network


adapter, and can communicate with other computers without the need for cables.
Computers connected to a network can share equipment, such as a printer. They
can also share a single internet connection. Each user can exchange data with
anyone on the network.

In a peer-to-peer network each person can access shared files stored on other
computers on the network.

In a client/server network everyone connected to the network can access the files
stored on the central computer. Client/server networks have a system administrator
who manages the network. A system administrator can perform tasks such as
adding new computers to the network and backing up information on the server.

A network must be protected from unauthorized access to ensure the security of the
information and equipment on the network. A firewall is special software or
hardware designed to protect a private network from unauthorized access.
Unit 1 36 Caterpillar Communications
Lesson 1

The Internet

The Internet is the largest computer network in the world. In the late 1960s the U.S.
Defense Department began the Internet. The network quickly grew to include
scientists and researchers across the country, and eventually schools, businesses,
organizations, and individuals around the world.

The Internet consists of tens of thousands of connected networks around the world.
If part of the Internet fails, information usually finds a new route around the
disabled computers. Most of the information on the Internet is free. Companies,
government agencies, schools, non-profit organizations, and individuals provide
free information to educate and entertain the public.

When you download information from the Internet, you transfer information to your
computer. When you upload information, you transfer information from your
computer to the internet. Each government agency, company, and organization on
the Internet is responsible for maintaining its own network on the Internet. When
you transfer information over the internet, these organizations allow the information
to pass through their networks free of charge, which allows you to avoid long
distance charges once you are connected to the Internet.
Unit 1 37 Caterpillar Communications
Lesson 1

Connecting to the Internet

• Modem (dial-up) – Uses a telephone line, slow connection,


least expensive
• DSL – Digital phone service over a telephone line
• Cable – Uses same type of cable as TV

There are several ways to connect to the Internet. You need to have the proper
computer equipment and obtain a connection from an Internet Service Provider, or
ISP. The ISP charges you a monthly fee.

A modem is a device that enables your computer to connect to another computer


through the telephone. When you want to access the Internet, the modem uses a
telephone line to actually dial in to an Internet provider. A modem is often called a
dial-up connection. Modems are the most common and least expensive way to
connect to the Internet, but also the slowest.

Cable and Digital Subscriber Line (DSL) connections are two popular high-speed
methods of connecting to the Internet. Cable Internet access works over the same
cable that brings TV channels into your home. DSL is a digital phone service that
works over a standard phone line. Both offer three major advantages over dial-up
connections:

1. They are much faster - up to 100 times faster for receiving information and
20 times faster for sending information.
2. With cable and DSL you are always connected to the internet. You don’t
have to connect and disconnect each time you want to go online.
3. Cable and DSL do not tie up a phone line while you are online.
Unit 1 38 Caterpillar Communications
Lesson 1

The Web

The Web consists of a huge collection of electronic documents stored on computers


around the world. It is also known as the World Wide Web (www). A Web page is
a document on the Web. Web pages can include text, images, sounds, and videos.
A Web server is a computer on the Internet that stores Web pages. Once a Web
page is stored on a Web server, the page can be available for other people to view.
A Web site is a collection of Web pages maintained by a company, school,
government agency, non profit organization, or individual. This illustration shows
the home page of the Caterpillar web site.

Each Web page has a unique address called a Uniform Resource Locator (URL) (1).
You can instantly display any Web page if you know its URL. A Web page URL
starts with http (HyperText Transfer Protocol) and contains the domain name,
directory name(s), and name of the Web page. Web pages contain highlighted text
or images, called links (2), or hyperlinks, that connect to other pages on the Web.
Links allow you to easily move through a vast amount of information by jumping
from one Web page to another, which is known as "browsing" the Web. You can
easily identify text links on a Web page because they often appear underlined and in
color.
Unit 1 39 Caterpillar Communications
Lesson 1

Web Browsers

Internet Explorer (IE)

Netscape Navigator

A Web browser is a program that allows you to view and explore information on the
Web. Internet Explorer (left illustration) is currently the most popular Web
browser. Internet Explorer (IE) comes with the Windows operating system.

Netscape Navigator (right illustration) is another popular browser, but Internet


Explorer (IE) is most widely used because it is part of the Windows Operating
System.

NOTE: The Caterpillar website is the same on both browsers, the difference is
the navigation tools at the top of each screen.
Unit 1 40 Caterpillar Communications
Lesson 1

Working with Internet Explorer


1

3
2

Internet Explorer has many features and is highly customizable.

The home page is the Web page that appears each time you start Internet Explorer.
You can choose any page on the Web as your home page. First, go to the Web Page
you want to choose as your home page. On the Internet Explorer Tools Menu (1),
click Internet Options. In the Internet Options box, on the General tab, select the
web page you want as your home page (2).

To return to a particular Web page that you visit often, add the Web page link to
your list of Favorites. Go to the Web page that you want to add to your Favorites.
On the Favorites menu, click Add to Favorites (3).
Unit 1 41 Caterpillar Communications
Lesson 1

Working with Internet Explorer


1 3 2

To return to the last page you visited, click the Back button (1) on the Internet
Explorer toolbar. The arrow next to the back button will display the last nine pages
you visited.

Internet Explorer automatically records Web pages you've visited both today and in
the past. It organizes them in folders on the History bar by the day you visited.
Press the History button (2) to view pages you’ve seen in the last few days.

Internet Explorer offers a built-in search feature, Search Companion, to track down
information that you’re looking for on the Web. Click on the Search button (3) on
the toolbar to access Search Companion. You can also Specify a particular search
engine that you want to use all the time for your searches. Popular search engines
include google.com and yahoo.com.
Unit 1 42 Caterpillar Communications
Lesson 1

Email

Email is a fast, economical, and convenient way to send messages to family,


friends, and colleagues. An email program lets you send, receive, and manage your
email messages. Popular email programs include Microsoft’s Outlook and Outlook
Express and IBM’s Lotus Notes.

An e-mail address consists of two parts separated by the "at" symbol (@). An
email address cannot contain spaces. The user name is the name of the person’s
account. The domain name is the location of the person’s account on the Internet.
Periods separate the various parts of the domain name.
Unit 1 43 Caterpillar Communications
Lesson 1

Email Features

• Selecting and reading email


• Composing and sending messages
• Replying to a message
• Forwarding a message
• Saving and organizing e-mail addresses
• Creating a signature block
• Creating nicknames
• Creating mailing lists
• Importing files
• Attaching files

Common email features include:


• Selecting and reading email.
• Composing, addressing, and sending outgoing messages.
• Replying to a message that someone has sent you.
• Forwarding a message you receive to someone else with your comments.
• Saving and organizing e-mail addresses.
• Creating a short block of text that is automatically added to the end of
messages you send.
• Creating personal nicknames that you can use to address mail without typing
the entire address.
• Creating personal electronic mailing lists that let you send messages to a
number of people at once.
• Importing a computer file into an email message so its text is part of the
message.
• Attaching files to an email message, such as a word processing document, a
picture, or a video clip.
Unit 1 44 Caterpillar Communications
Lesson 1

E-mail
4

5
2

These illustrations show the email In Box and New Message screen for a user with
Outlook express email. The upper left window (1) displays the folders that contain
your email messages. The window on the lower left (2) displays a list of your
contacts in your address file. The large window (3) displays a list of all your email
messages.

To create and send a new message in Outlook Express, click the Create Mail
button (4) on the toolbar. In the To or Cc boxes (5), type the email name of each
recipient, separating names with a comma or a semicolon. To add email names
from the Address Book, click the book icon in the New Message window next to To
or Cc, and then select names. In the subject box, type a message title. Type your
message in the lower section (6), then click Send on the toolbar.
Unit 1 45 Caterpillar Communications
Lesson 1

Instant Messaging

Instant messaging allows you to exchange instant messages to have a private


conversation with a friend, colleague, or family member on the Internet. Each
message you send will immediately appear on the other person’s screen. You need
to install an instant messaging program on your computer to exchange instant
messages with other people. You and the people you want to exchange messages
with must use compatible instant messaging programs.
Some of the more popular instant messaging programs are AOL Instant Messenger
(shown above), MSN Messenger, and Yahoo Messenger.
Instant Messaging programs provide a contact list where you can save the identities
of people you frequently exchange messages with. After you add a person to your
contact list, your instant messaging program will notify you when the person goes
online.
Unit 1 -1- Caterpillar Communications
Instructor Copy Exercise 1.1.1

Instructor Copy Exercise 1.1.1


BASIC COMPUTER OPERATION
EXERCISE 1.1.1

1. Start up and correctly shut down a PC.

2. Start, operate, save, and exit software programs.

3. Operate the mouse or other pointing device using both buttons.

4. Using Windows Explorer: Create, delete, and rename directories (folders); move, delete, and
rename files.

5. Using Windows Explorer, copy files from a flash drive, CD, or DVD to a hard drive.

6. Connect and operate external devices such as an external hard drive or flash drive.

7. Access the internet and search for information on a Caterpillar machine.

8. Send an email, forward an email, and replay to an email.


Unit 1 -2- Caterpillar Communications
Student Copy Exercise 1.1.1

Student Copy Exercise 1.1.1


BASIC COMPUTER OPERATION
EXERCISE 1.1.1

1. Start up and correctly shut down a PC.

2. Start, operate, save, and exit software programs.

3. Operate the mouse or other pointing device using both buttons.

4. Using Windows Explorer: Create, delete, and rename directories (folders); move, delete, and
rename files.

5. Using Windows Explorer, copy files from a diskette, CD, or DVD to a hard drive.

6. Connect and operate external devices such as an external hard drive or flash drive.

7. Access the internet and search for information on a Caterpillar machine.

8. Send an email, forward an email, and replay to an email.


Unit 1 -3- Caterpillar Communications
Handout

FILE AND FOLDER SPECIFICATIONS BEST PRACTICES

File/folder specifications:

Filenames and folders should not exceed 30 characters.


Filenames and folders should consist of letters, numerals, or underscore characters.
Avoid using the following characters in filenames or folders:
Illegal filename characters:
\ (backslash) / (forward slash) : (colon)
* (asterisk), ? (question mark) " (quotation mark)
< (left angle bracket) > (right angle bracket), | (pipe)
, (comma) - (hyphen), + (plus)
= (equal) ; (semi-colon) % (percent)
& (ampersand) • (bullet = ASCII #149) , (space)

"." (dots) cannot be used except as file extensions such as: .eps, .jpg,
Folders may only nest 8 levels (i.e. 7 below the root).
e.g. , To designate a file named FOO.TXT within multiple folders in a CD-ROM in drive E:
A: Correct designation: E:\D2\D3\D4\D5\D6\D7\D8\FOO.TXT
B: Incorrect designation E:\D2\D3\D4\D5\D6\D7\D8\D9\FOO.TXT

A is correct because the file is within the 7 folders limit below the root.
B is incorrect because the folder structure exceeds the nesting limit.

File specifications for CD-ROM (and web) production are based upon the ISO9660 standard.

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