Rose electronics UltraMatrix 4 User manual

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ULTRAMATRIX 4X, 8X, AND 16X
INSTALLATION AND OPERATIONS MANUAL

LIMITED WARRANTY
Copyright Rose Electronics 1990 – 2002. All rights reserved.
No part of this manual may be reproduced, stored in a retrieval system, or transcribed in any form or any means,
electronic or mechanical, including photocopying and recording, without the prior written permission of Rose
Electronics.
Rose Electronics Part # MAN-UMX – 1.1
Printed In the United States of America Revision 1.1
Rose Electronics warrants the UltraMatrix™ to be in good working order for one year from the date of purchase from
Rose Electronics or an authorized dealer. Should this product fail to be in good working order at any time during this
one-year warranty period, Rose Electronics will, at its option, repair or replace the Unit as set forth below. Repair
parts and replacement units will be either reconditioned or new. All replaced parts become the property of Rose
Electronics. This limited warranty does not include service to repair damage to the Unit resulting from accident,
disaster, abuse, or unauthorized modification of the Unit, including static discharge and power surges.
Limited Warranty service may be obtained by delivering this unit during the one-year warranty period to Rose
Electronics or an authorized repair center providing a proof of purchase date. If this Unit is delivered by mail, you
agree to insure the Unit or assume the risk of loss or damage in transit, to prepay shipping charges to the warranty
service location, and to use the original shipping container or its equivalent. You must call for a return authorization
number first. Under no circumstances will a unit be accepted without a return authorization number. Contact an
authorized repair center or Rose Electronics for further information.
ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING THE WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, ARE LIMITED IN DURATION TO A PERIOD
OF ONE YEAR FROM THE DATE OF PURCHASE, AND NO WARRANTIES, WHETHER EXPRESS OR IMPLIED,
WILL APPLY AFTER THIS PERIOD. SOME STATES DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED
WARRANTY LASTS, SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
IF THIS PRODUCT IS NOT IN GOOD WORKING ORDER AS WARRANTED ABOVE, YOUR SOLE REMEDY
SHALL BE REPLACEMENT OR REPAIR AS PROVIDED ABOVE. IN NO EVENT WILL ROSE ELECTRONICS BE
LIABLE TO YOU FOR ANY DAMAGES INCLUDING ANY LOST PROFITS, LOST SAVINGS OR OTHER
INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OF OR THE INABILITY TO USE
SUCH PRODUCT, EVEN IF ROSE ELECTRONICS OR AN AUTHORIZED DEALER HAS BEEN ADVISED OF THE
POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM BY ANY OTHER PARTY.
SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL
DAMAGES FOR CONSUMER PRODUCTS, SO THE ABOVE MAY NOT APPLY TO YOU. THIS WARRANTY
GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH MAY VARY FROM
STATE TO STATE.
IBM ®, AT, and PS/2 are trademarks of International Business Machines Corp.
Microsoft ® and Microsoft Windows™ are registered trademarks of Microsoft Corp.
Apple, Macintosh, and ADB are trademarks of Apple Computer, Inc.
Sun is a registered trademark of Sun MicroSystems Inc.
Any other trademarks mentioned in this manual are acknowledged to be the property of the trademark owner.
NOTE: This equipment has been tested and found to comply with the limits for a Class A digital device,
pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection
against harmful interference when the equipment is operated in a commercial environment. This
equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in
accordance with the instruction manual, may cause harmful interference to radio communications.
Operation of this equipment in a residential area is likely to cause harmful interference in which case the
user will be required to correct the interference at his own expense.

FCC/IC STATEMENTS, EU DECLARATION OF CONFORMITY
FEDERAL COMMUNICATIONS COMMISSION AND INDUSTRY CANADA
RADIO-FREQUENCY INTERFERENCE STATEMENTS
This equipment generates, uses, and can radiate radio frequency energy and if not installed and used properly, that
is, in strict accordance with the manufacturer’s instructions, may cause interference to radio communication. It has
been tested and found to comply with the limits for a Class A digital device in accordance with the specifications of
Part 15 of FCC rules, which are designed to provide reasonable protection against such interference when the
equipment is operated in a commercial environment. Operation of this equipment in a residential area is likely to
cause interference, in which case the user at his own expense will be required to take whatever measures may be
necessary to correct the interference.
Changes or modifications not expressly approved by the party responsible for compliance could void the user’s
authority to operate the equipment. This digital apparatus does not exceed the Class A limits for radio noise
regulation of industry Canada.
Le présent appareil numérique n’émet pas de bruits radioélectriques dépassant les limites applicables aux appareils
numériques de la classe A prescrites dans le Règlement sur le brouillage radioélectrique publié par Industrie
Canada.
EUROPEAN UNION DECLARATION OF CONFORMITY
ACCORDING TO COUNCIL DIRECTIVE 89/336EEC
This equipment is in conformity with the requirements of the European
EMC directive 89/336/EEC in respect of:
EN55022: (Class A)
EN50082-1 / EN60555-2, and
The Low Voltage Directive.

TABLE OF CONTENTS
I
Contents
Disclaimer........................................................................................................................................................................ 1
About this manual ...........................................................................................................................................................1
Introduction...................................................................................................................................................................... 1
Features....................................................................................................................................................................... 2
Upgradability............................................................................................................................................................2
Security.................................................................................................................................................................... 2
Flexibility .................................................................................................................................................................. 2
On-screen display technology .................................................................................................................................2
Compatibility ............................................................................................................................................................ 2
Cable requirements.................................................................................................................................................. 3
Package content ...................................................................................................................................................... 3
Rose Electronics web site........................................................................................................................................ 3
UltraMatrix models .......................................................................................................................................................... 4
System overview.............................................................................................................................................................5
KVM station.............................................................................................................................................................. 5
KVM Station Keyboard and Mouse.......................................................................................................................... 5
KVM Station Video Monitor......................................................................................................................................5
Computers ...............................................................................................................................................................5
Expansion ................................................................................................................................................................ 5
RS232 port...............................................................................................................................................................8
Cabling..................................................................................................................................................................... 8
System security........................................................................................................................................................8
Site planning.................................................................................................................................................................... 9
Switch installation – Single unit.....................................................................................................................................10
Multi-switch installation – General ................................................................................................................................ 12
Multi-switch installation – BUS topology .......................................................................................................................12
Multi-switch installation – RING topology......................................................................................................................15
Multi-switch installation – Split BUS topology...............................................................................................................18
Multi-switch installation – Staggered BUS topology......................................................................................................20
Menu System ................................................................................................................................................................24
Main Menu ............................................................................................................................................................. 24
Configure system...................................................................................................................................................25
Configure computers..............................................................................................................................................28
Configure KVM.......................................................................................................................................................30
Configure user .......................................................................................................................................................32
Configure Profile ....................................................................................................................................................33
Configure Group .................................................................................................................................................... 35
Configure language................................................................................................................................................36
System status ........................................................................................................................................................37
Save menu.............................................................................................................................................................38
User operating instructions ...........................................................................................................................................39
Keyboard commands.................................................................................................................................................39
Serial port usage (RS232).............................................................................................................................................41
Connecting the Serial Cable..................................................................................................................................41
Setting up Windows HyperTerminal ......................................................................................................................41
Starting a serial communication session ...............................................................................................................41
Serial menu options...............................................................................................................................................42
Switching using the serial port...................................................................................................................................45
Serial device support.....................................................................................................................................................46
Service Information .......................................................................................................................................................47
Maintenance and Repair ...........................................................................................................................................47
Technical Support......................................................................................................................................................47
Safety ............................................................................................................................................................................48
Safety and EMC Regulatory Statements...................................................................................................................48
Troubleshooting ............................................................................................................................................................ 50

II
Figures
Figure 1. UltraMatrix models...........................................................................................................................................4
Figure 2. UM4 Expansion card........................................................................................................................................6
Figure 3. UM8 or UM16 Expansion card.........................................................................................................................7
Figure 4. Installation - Single unit..................................................................................................................................10
Figure 5. UM4 BUS topology.........................................................................................................................................14
Figure 6. UM8 BUS topology.........................................................................................................................................14
Figure 7. UM16 BUS topology.......................................................................................................................................14
Figure 8. UM4 Ring topology.........................................................................................................................................17
Figure 9. UM8 Ring topology.........................................................................................................................................17
Figure 10. UM16 Ring topology.....................................................................................................................................17
Figure 11. UM4 Split BUS.............................................................................................................................................19
Figure 12. UM8 Split BUS.............................................................................................................................................19
Figure 13. UM4 Staggered BUS....................................................................................................................................22
Figure 14. UM8 Staggered BUS....................................................................................................................................22
Figure 15. UM16 Staggered BUS .................................................................................................................................22
Figure 16. Menu structure.............................................................................................................................................23
Figure 17. Main configuration menu..............................................................................................................................24
Figure 18. Configure system menu...............................................................................................................................25
Figure 19. Configure computer menu ...........................................................................................................................28
Figure 20. Configure KVM menu...................................................................................................................................30
Figure 21. Configure user menu....................................................................................................................................32
Figure 22. Configure profile menu.................................................................................................................................33
Figure 23. Configure group menu.................................................................................................................................35
Figure 24. Configure language menu............................................................................................................................36
Figure 25. System status display..................................................................................................................................37
Figure 26. Save menu...................................................................................................................................................38
Figure 27. Login screen.................................................................................................................................................40
Figure 28. Computer select menu.................................................................................................................................40
Figure 29. Connection status messages.......................................................................................................................40
Figure 30. Serial menu..................................................................................................................................................42
Figure 31. Serial support...............................................................................................................................................46
Tables
Table 1. UM4 Expansion card connector description .....................................................................................................6
Table 2. UM8/16 Expansion card connector description ................................................................................................7
Table 3. Keyboard commands ......................................................................................................................................39
Appendices
Appendix A. Initial factory default settings ....................................................................................................................52
Appendix B. General specifications ..............................................................................................................................53
Appendix C. Parts and cables.......................................................................................................................................54
Appendix D. Status Connect / Failure Reason Summary.............................................................................................55
Appendix E. Disconnect Status Reasons......................................................................................................................55
Appendix F. KVM placement / conflicts.........................................................................................................................56
Appendix G. Password jumper......................................................................................................................................56
Appendix H. Diagnostic check / error messages ..........................................................................................................57
Appendix I. Rack mount...............................................................................................................................................58
Appendix J. Rack mount illustration..............................................................................................................................58
Appendix K. Video distance table .................................................................................................................................59

INTRODUCTION
ULTRAMATRIX “UMX” SERIES INSTALLATION AND OPERATIONS MANUAL
1
Disclaimer
While every precaution has been taken in the preparation of this manual, the manufacturer assumes no responsibility
for errors or omissions. Neither does the manufacturer assume any liability for damages resulting from the use of the
information contained herein. The manufacturer reserves the right to change the specifications, functions, or circuitry
of the product at any time without notice.
The manufacturer cannot accept liability for damages due to misuse of the product or other circumstances outside
the manufacturer’s control. The manufacturer will not be responsible for any loss, damage, or injury arising directly
or indirectly from the use of this product.
(See limited warranty)
About this manual
This manual covers the installation, configuration, and the operation of the UltraMatrix “X” series switches. The
installation section is organized into sections, a single unit installation section, a section for the installation of the
different topologies, the serial port functions, configuration menus, and the system operation. Each topology
installation section covers the different models.
Introduction
Thank you for choosing Rose Electronics® UltraMatrix™ Keyboard-video-mouse matrix switch with on-screen display
capabilities. The UltraMatrix switch is the results of Rose Electronics commitment to providing continued state-of-
the-art switching solutions for today’s demanding workplace. The UltraMatrix has proven to be a valuable investment
for all types of businesses that have the need to monitor, maintain, and access information from multiple computer
systems. Its use in large computer facilities gives the IT professional the added flexibility to monitor and maintain
hundreds of systems, running on different platforms, from one or multiple KVM stations. The UltraMatrix switch is the
common sense switching solution that provides the flexibility, integrity, and security required for today’s business
environment.
The advanced on-screen display (OSD) menus guide you through the configuration process with on-screen
information for each configuration section, making it easy to configure the UltraMatrix, the KVM stations, the
computers, and security for the system. There are additional configuration parameters that can be used to
personalize the look of the menus and dialog boxes. A help line is provided for each menu selection giving a
brief explanation of the selected menu item.
Rose Electronics UltraMatrix switches are designed to meet you switching needs, whatever your system demands
are, one user of multiple users, one computer or hundreds. All models offer standard features that allow for easy,
secure, and complete access to as many as 1,000 computers from one or multiple KVM stations.
Reliability, security, flash memory technology, and other features ensure the UltraMatrix switch will streamline your
data center or server room and simplify the maintenance, access and updating of your systems.
NOTE: A Keyboard, Video monitor, and Mouse are referred to through this manual as a KVM station

ULTRAMATRIX “UMX” SERIES INSTALLATION AND OPERATIONS MANUAL
2
Features
Upgradability

Free lifetime base firmware upgrades, based on flash memory technology, provide new features and
improvements. Base firmware upgrades are available from our web site at www.rose.com.
Security

Unique configuration password for persons authorized to perform configuration maintenance.

User names and passwords allow controlled access to computers with sensitive information, system data, or
restricted applications.

Computers can be assigned to a unique group, allowing authorized access only.

Four connect modes; View, Share, Control, and Private provide flexibility in configuring the UltraMatrix switch to
conform to your security requirements.

Profiles can be defined and assigned to each user that defines which computers they have access to and the
connect mode.
Flexibility

Modular design makes for easy installation, maintenance, and expandability.

Plug-in expansion boards make the UltraMatrix switch easy to extend to other switches.

Pre-configuration of the switch allows for installation without powering the computers/servers down.

Switching to computers can be done by keyboard commands, an on-screen list of computers, or by commands
through the RS232 serial port.

Multi-language capabilities.

Integrated auto-switching power supply accepts 90-240 VAC sources.
On-screen display technology

The UltraMatrix video pops-up over the computer application display or is automatically generated.

Easy to use menus guide you through the configuration process.

The connection status for all computers can be displayed.

Menus and display windows can be configured with solid or transparent colors.

One of four screen saver options can be selected.
Compatibility

A variety of hardware platforms can be connected simultaneously to the UltraMatrix switch without interference,
including PCs, Sun systems, IBM RS/6000, HP, DEC, SGI, and others.

Full keyboard and mouse emulation and video resolutions up to 1600 x 1200 ensures trouble-free access to most
software applications.

Serial support using VT100, VT102, and VT202 terminal emulation.

Standard TTY mode automatically scrolls incoming data.
KVM compatibility
Keyboards
PC, Unix, and most US and foreign QWERTY keyboards, Japanese and Korean keyboards with or
without Windows keys, 101, 102, 104, 105, 106, 109, Sun. Some older XT/AT auto-sensing or single
mode keyboards may not be compatible.
Monitors
VGA, SVGA, XGA, Composite
Mice
Standard PS/2, PS/2 wheel, Sun
CPU compatibility
Computers
Industry standard PCs, Unix systems, Sun, IBM RS/6000, DEC, HP, SGI, Apple, and others
Keyboards
Standard PC mode 1, 2, or 3 in PS/2 or AT, USB, Sun, Apple ADB*. Some older XT/AT auto-sensing
or single mode keyboards may not be compatible.
Monitors
VGA, SVGA, XGA, Composite, Sync-of-green
Mice
Standard PS/2, PS/2 wheel, Serial (2 or 3 button), USB, Sun, Apple ADB*
* Requires use of Rose translator: CNV-MACPS and Rose cable.

ULTRAMATRIX “UMX” SERIES INSTALLATION AND OPERATIONS MANUAL
3
Cable requirements
The cable requirements for your system will vary depending on the types of CPUs connected to the UltraMatrix
switch and the equipment used for the KVM stations. A KVM adapter cable is needed for each KVM station, a CPU
adapter cable is needed for each computer/server that is connected to the UltraMatrix, and if the units are connected
in an expansion topology, expansion cables will be needed to connect the units together.
(See Appendix C for cable part numbers)
Package content
The shipping package content consists of the following:

The UltraMatrix switch

Power cord (North American shipments only)

RJ12 serial cable

RJ to DB9 adapter

Installation and operations manual
CPU, KVM, and expansion cables are usually shipped separately. If the package contents are not correct, contact
Rose Electronics or your reseller, so the discrepancy can be quickly resolved.
Rose Electronics web site
Visit our web site at www.rose.com for additional information on the UltraMatrix switch and other products offered by
Rose Electronics that are designed for data center applications, classroom environments, and many other switching
and extending applications.

MODELS
ULTRAMATRIX “UMX” SERIES INSTALLATION AND OPERATIONS MANUAL
4
UltraMatrix models
UltraMatrix – Rear panel
Model number
4X model
UM4-aXbU/E
a = # users (0-4)
b = # CPUs (4, 8, 12, 16)
/E = expansion card installed
8X model
UM8-aXbU/E
a = # users (0-4)
b = # CPUs (4, 8, 12, 16)
/E = expansion card installed
16X model
UM16-aXbU/Ec
a = # users (0-4)
b = # CPUs (4, 8, 12, 16)
/Ec, c = number of expansion cards
installed (1 or 2)
Figure 1. UltraMatrix models