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1. Hardware or software flow control settings should be anne included even if the requirement is NONE See Figure 2 as an STOP BITS I example for the format in which serial connection information can PARITY NONE be presented HW HANDSHAKING CTS RTS SW HANDSHAKING NONE OMAND SPACING n 3 08 Connection Details for Ethernet Control CHARACTER PACING NONE MENU OPTION IDLE MODE ON PAGE 4 MUST Devices controlled via Ethernet require different connection MENU OPTION POWER OFF CONFIRMATION information There is normally no need to provide physical pin out ON PAGE 4 MUST BE UNCHECKED SET TO OFF information for the RJ 45 connection since it is highly ABC PROJECTOR CORPORATION MODEL XYZ standardized As mentioned elsewhere however the default IP Figure 2 Recommended Format address specification of TCP IP or UDP IP communications and for Serial Connection Information the port number on which the connection will take place should be 14 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 provided as well as the default user name and password if required Instructions should also be provided about how to reset the IP address to the default if the address has been changed and forgotten Any login authentication or hand shaking sequence required to open a session should also be outlined 3 09 Command Formatting The document should explain in detail the formatting of a
2. Industries Association EIA RS 232 standard and the closely related RS 422 and RS 485 standards became the interfaces of choice in the 1990s because of their bi directional communication capability which enabled true feedback to the user interface Although some field experimentation with USB and Firewire control has been conducted their adoption has not been widespread in the AV industry Ethernet based control is currently emerging as a way to handle the vast amount of information being transferred by media servers conferencing equipment and other content rich devices For an excellent overview of the various control interface wiring and communications standards see Chapter 11 of The Basics of Audio Visual Systems Design Revised Edition 2003 InfoComm International formerly International Communications Industry Association Inc 4 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 The desire to integrate a wider variety of systems and functions is leading to applications that require communication with a wider variety of equipment including devices not traditionally used in audiovisual presentation or videoconferencing Room temperature occupancy status access control lighting drapery and many types of other controls and information are increasingly being incorporated into the AV system user interface Finally the need to integrate a wide variety of equipment and sub
3. International Guidelines for Equipment Control Interface Development May 2006 the hand shaking can pace the feedback responses to a single string at a time Software based flow control can accomplish a similar result 2 10 Physical Details for Serial Control In the ElA recommended RS 232 standard two types of connections are mentioned that date back at least half a century The first Data Terminal Equipment DTE was originally implemented for teletype machines or dumb ASCII terminals that once were the user interfaces to computing devices The second Data Communication Equipment DCE was typically for modems and other equipment used to communicate between the user interface DTE equipment to the mainframe computer Signal Name DE 9P DB 25P Direction DCD Data Carrier Detect 1 8 To DTE RD Received Data 2 3 To DTE TD Transmitted Data 3 2 From DTE DTR Data Terminal Ready 4 20 From DTE GND Signal Ground 5 7 Bi directional DSR Data Set Ready 6 6 To DTE RTS Request To Send 7 4 From DTE CTS Clear To Send 8 5 To DTE RI Ring Indicator 9 22 To DTE Figure 1 DTE DCE Cable Pin Assignment Table The major control system manufacturers use the standard DB 9 male DTE connector popular on personal computers since the mid 1980s The easiest and most trouble free approach to developing a serial interface is to adopt the complementary DB 9 female DCE configuration The cabling pin out is a straight
4. a controlled device within the AV marketplace The other pins are often reserved by control systems manufacturers for other control formats Note that if a non standard pin out is used for a serial connection the pin out should be silk screened or otherwise obviously labeled directly on the device near the serial port Modem is actually an acronym for MODulate and DEModulate and refers to the conversion of digital data into a signal that can be transmitted over the public switched telephone network PSTN which can only handle analog signals which are within the frequency range of voice communication 11 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 Multiple baud rates and protocols are seldom required by control systems For most devices a baud rate of 9600 8N1 is appropriate for RS 232 control In some instances 38400 8N1 may be appropriate for devices that send and receive large amounts of data Speeds in excess of 38400 are not recommended as they can be problematic with longer unbalanced cable runs Non standard parity stop bits or data bits are not recommended as their usage is so rare that many programmers and technicians may not immediately think to try a non default setting 2 11 Physical Details for Ethernet Control One of the major advantages of Ethernet control is the simplification of the physical connection Volumes of specifications have been written
5. be listed with a full example of both transmitted and received data so a dedicated example section at the end of the document should not be required Manufacturers may find it advantageous to have sample programs for popular control systems available for download from their websites This provides a point of reference for a user to test communications with a device as well as a source for copying and pasting desired commands into a program If such example programs exist the control interface documentation should state that and provide instructions for obtaining them Major control system manufacturers are often willing to create sample programs or modules through their manufacturer liaison programs and independent certified programming organizations are also available to provide this service 4 Conclusion In conclusion manufacturers have the opportunity to create superior control interfaces for their products by establishing this as a priority Products that are easy to control effectively will enjoy success in the marketplace and provide benefits to all stakeholders Consultants will get to know that a product can be easily integrated and will specify it repeatedly in the future Integrators and programmers will be able to complete systems more quickly The manufacturer will sell additional product and spend less time and money on technical support And most importantly the consumer will enjoy a more functional and more reliable s
6. chip effect that provides very tangible benefits both to consumers of a device and the manufacturer s technical support personnel Chip upgrades effectively contain their own manual updates The code space used by the help code is seldom needed by the original design engineers but becomes more important than the latest device features if it makes the device implementation more successful in the field 2 04 Firmware Version and Contact Information Every device should have some means of reporting the current version of firmware loaded on it along with the effective date of the firmware and contact information to verify if this is the latest version Although it might seem beneficial to release minor changes to firmware as bugs are discovered and fixed it is sometimes better to consolidate large revisions as major firmware releases Doing so would allow enough time and performance of case studies to effectively test the revisions Obviously each case is unique and should be addressed according to the complexity of the device the control interface and the scope of the changes Firmware should not be modified in a way that disables commands from a previous version or changes the formatting of replies to queries While it may be convenient to create one off versions of firmware for special project requirements care must be taken to avoid releasing these into general circulation While such versions may help expedite a project releasing the
7. for Ethernet eliminating the need here for much discussion about the physical connection A standard RJ 45 Ethernet connection should be used on the device rather than relying on adaptors such as serial to Ethernet USB to Ethernet or Wi Fi bridge of some sort Devices with Ethernet control should either default to a specific well documented IP address when shipped from the factory or be configured to accept a DHCP address It should have an ARP assigned address with documentation 2 12 Standardized Checksums Standardized checksums have been developed over the years as well as cyclic redundancy checks CRC s for ensuring that data which has been corrupted by communication errors can be corrected or discarded In a typical AV control system there is limited need for checksums or CRCs which are used in places where the communication channel can be corrupted by electrical interference or communication errors and the data is mission critical In a typical control system the communication channels are hard wired RS 232 connections with short lengths of cable usually indoors and often in conduit thereby limiting exposure to potential interference The nature of an AV control system moreover is often to display mission critical data but seldom to actually transmit it Because they are burdensome to implement therefore checksums should be implemented on AV devices only when absolutely necessary In the rare cases that checksums are tru
8. one off version may lead to confusion which would require extra technical support time and unique training 2 05 Support for Multiple Session Types Control interfaces have different requirements depending on their intended use The control interface for a device may provide control of almost every variable available within the device This is often beyond what is needed for effective control and feedback in an AV control system 8 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 Some manufacturers have developed the concept of offering full sessions and limited sessions The limited session can be pre defined or tailored according to the control system requirements Some systems allow both types of sessions to run simultaneously i e full session via Telnet and limited session via RS 232 This gives tremendous power in terms of debugging the interface between a controller and a controlled device However supporting too many configurations can make it difficult to provide a simple programming interface Ideally setting the configuration parameters should be as simple as the basic serial interface For instance setting the current temperature options could be IT F T30S lt CR gt for a thirty second timer update in Fahrenheit Checking the outdoor sensor settings could be 0T lt CR gt The system response for polled Fahrenheit would be OT F P lt CR gt Simi
9. our data is ON Space A space 0x20 character is required between the data and the check sum Check Sum Each command or query must contain a valid check sum in order to be executed The check sum is calculated by adding the hexadecimal values of the Command both Spaces and the Data In this example the addition is 50 4F 57 45 52 20 4F 4E 20 26A The last two digits of the result in this case 6A are used in the checksum represented in ASCII Delimiter Each command must end with a carriage return 0x0D 15 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 The document should also include equally detailed information about responses received back from the device such as acknowledgments or error messages 3 10 Commands A list of all available commands should be provided including the applicable data for each command a usage example and expected replies This does not need to be as detailed as the formatting section since the formatting section will serve as the user s point of reference If multiple formats are accepted provide an example of each If there are particular conditions that must be true in order for the command to be accepted they should be listed If the command will take time to execute during which other commands should not be issued this should be noted For example Volume Control The command VOLUME will set the m
10. systems with centralized control has driven the demand for standardized communication and management methods This demand is particularly acute in commercial institutional and other non residential markets where professional IT managers are requesting standardization but is no less relevant to today s automated home It has resulted in the gradual adoption of TCP IP over CAT5 6 cabling by the AV industry Often called convergence by AV professionals it is a natural progression which has the potential to dramatically simplify installation integration and control The purpose of an AV control system is to integrate multiple devices together to respond as a single unified system The purpose of a control interface is to provide a point of control and feedback between controlled devices and the AV control system Problems occur when the designer of a device being controlled does not adequately consider simplicity and usability in creating the control interface This often results in a control interface and protocol that allow too little control to maximize a device s features or are so complicated and arcane that they are difficult to implement 1 03 Device Communication and Feedback The variety of controllable AV equipment seems to have grown exponentially with each passing decade Each device s control interface is a reflection of the features available in it Simple transport controls e g play stop and pause are essentially one w
11. valid command This should outline each byte of the command and its function A good method for accomplishing this is to take a commonly used string such as power on or off and thoroughly explain each character Using such a common command allows the reader to use it as a test string to check the physical connection It is a good idea to include the entire string in both ASCII and hexadecimal notation for maximum clarity as to data representation The documentation should outline any preamble or header addressing scheme command data check sum and delimiter or end byte Figure 3 is an example of a good graphical presentation to explain the formatting of a command a Figure 3 Recommended command formatting Such a graphical depiction should also have a textual explanation of its details such as this illustration The above example command will power the device on The following is an explanation of each byte in the command string Header Each command or query sent to this device must begin with the header character gt or Ox3E Command Locate the desired command or query in the following command list The command for power is POWER Space A space 0x20 character is required between the command and the data Data Most commands require some data to be executed In the case of the POWER command the data will either be ON or OFF depending on the desired function In this example we are turning the device on so
12. For example today s projectors record lamp hours so many facility managers expect to be notified by the control system when the lamp s life expectancy is near its end so that they can replace the lamp before it fails Another interesting form of bi directional control is currently being adopted in which device internal controls are called by the external control system This method is popular with complex sub systems e g lighting security and HVAC Digital signal processors DSP s now typically enable internal macros to be used for volume control with the external control processor triggering the macro and then polling the DSP to obtain the true state of the adjusted volume level In some cases the DSP would have automatically updated the control processor with the volume level change through unsolicited feedback This method of control allows an audio specialist to tune multi channel volume control step size and range to match the acoustic properties of the space without requiring the control system to be reprogrammed Finally the most information rich interfaces are required for content delivery devices such as media servers which may provide a wide variety of content and layers of metadata about the content in addition to information about the device itself The control system now needs to provide a convenient way to browse and search collections of content based on metadata It is no wonder that the typical communications medi
13. ain volume of the receiver Valid data ranges from 0 to 100 Leading zeros are acceptable but not required All values are decimal represented in ASCII This command will be recognized only while the receiver is powered on The receiver will reply with the new volume level Example Controller Sends VOLUME 45 lt CR gt Receiver Responds VOLUME 045 lt CR gt Controller Sends VOLUME 008 lt CR gt Receiver Responds VOLUME 008 lt CR gt 3 11 Queries All available queries should be outlined carefully detailing the responses that can be expected from the device for each query For example Lamp Hour Query The query LAMP lt CR gt will return the lamp hours for the projector Example Controller Sends LAMP lt CR gt Projector Responds LAMP 0178 lt CR gt 3 12 Errors Error replies generated by the device when replying to commands or queries should be outlined in detail defining each potential error code or condition For example The following error codes will be returned by the mixer if a command cannot be executed ERROR01 lt CR gt Unknown Command ERRORO2 lt CR3 Input out of range ERRORO3 lt CR gt Output out of range ERROR04 lt CR3 Invalid parameter ERRORO05 lt CR gt Bad checksum ERRORO6 lt CR3 gt Feature not supported by this model 16 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 3 13 Examples Each command or query should
14. atus at specific pre determined intervals of both total system and individual status points Timer updates can be used to communicate system values directly to the appropriate points in the control system with little or no intervention Sometimes a combination of polled and timed status works well so that specific status points such as an HVAC system s mode and active schedule can be polled but real time information such as temperature and system status can be updated upon specific intervals The AV industry trend and generally preferred way to accomplish status updates however is through unsolicited subscription feedback This presents the advantage of reporting any change to the state of a system so the control system is kept current without overwhelming the control system with unwanted data Unsolicited subscription feedback can provide benefits similar to the full session limited session implementation but at a much simpler level Some events in a controlled device are required to provide effective feedback to the users of a control system A simple example would be an audioconferencing system that annunciates an incoming phone call by giving users the choice between Answer the Call and Do Not Disturb It is possible to poll the audioconferencing system for incoming calls but it is much more practical and efficient to be able to configure the unit to send an unsolicited notification to the control system when an incoming call
15. ave Johnsrud CTS Howard A Nunes 2 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 Table of Contents ACKNOWlEAGMENMS 0 cece eee eee teed eaten eee nea 2 1 INCFOGDUCTION cyisisesiccccuayedivianveveveuaus rovieavins sensi de veuaud a aA Eaa aAa Ra 4 1 01 AUCIENCE AN PULPOSC ccectseaeteacnianstecicaaaecetiiimeceadape tiimaeeceapinenaaianeeaae a 4 1 02 BacCkQround sx tesiie carey cumibeert i deuranrhY deisia ch pdewedons sales EOE teenies 4 1 03 Device Communication and Feedback cceeeeeee ence tease eeeaeeeeeeeeeeaees 5 1 04 Comments and SUQQGeStiONS 0 ccc eect eee eee eee eee eee teeta eae eee teen 6 2 Recommendations for Interface cece eee eee eee eee cease tees eaeeaeed 6 2 01 Simple ASCII Commands and Replies ceeceeee cnet eee e eee eee sees teeta es 6 2 02 Plaintext Commands and ReplieS cscceee cece eee e tees tees ease nae eeee teat tees 8 2 03 SimplesHelp Mens rissaa Ae celta gi E a a A a yee A Aaa i 8 2 04 Firmware Version and Contact Information eceeeee cnet a 8 2 05 Support for Multiple Session Types eccere 8 2 06 Fully Detailed Replies That Assume Nothing ceeeeeee cnet eee eeee teeta es 9 2 07 Verbose Error M SSAQ ES 0 c cece cece eee e eee eee eee e eet ee eta etna e teen nena es 9 2 08 Status Update Modes ccecceee eect eee eee eee tees tee
16. ay and can be accomplished with relays or more typically with infrared IR emitters or one way serial interfaces such as Sony s Control S interface Although no status information is provided by one way interfaces in many instances none is required Some devices have only a single point of control which allows for simplicity of operation and reduces the need for a bi directional control interface For example a projection screen whose motor controller is connected only to a control system processor does not require a bi directional interface because control system processor commands are the only way the screen could change position This allows the control system to accurately reflect the screen s position without a direct status update from the motor controller The majority of AV equipment however can be controlled from at least two points of control and often three or even four The same projection screen with a wall switch installed in parallel with the control system becomes a device with two points of control In order for the control processor to now accurately reflect the screen s position accommodations must be made for the control system to detect a closure at the wall switch Devices more complicated than a motor controller with two or more points of control often need some form of bi directional control interface so that their status can be tracked by the control system In many cases the equipment manufacturer has negl
17. e Development May 2006 3 Recommendations for Documentation 3 01 Accessibility of Documentation The control interface documentation should be easily accessible to all users of a given device including installation personnel engineers programmers service technicians end users technology managers and sales staff This helps ensure that the correct product is specified for a particular application on the basis of the availability of all required commands or queries This practice will also lead to a device being used to its highest potential in more projects which will lead to satisfied customers and repeat purchases The preferred method of distributing control interface documentation is within the device s user manual itself If that is not practicable it should be published as a separate document Either way it should also be easily accessible for public download on the manufacturer s website as a Portable Document Format PDF file It should also be provided in print or on CD ROM in the box with the device since it is likely that the device will be installed in situations where Internet access may not available 3 02 Summary Descriptions The opening section of any control interface technical documentation should be a summary description of the capabilities of the control interface and the available commands queries It should use language that can be understood by non technical readers which will allow system designers and sales pe
18. ected to add true device feedback or even account for third party control and the system integrator is required to utilize devices such as power current sensors or video sync sensors just to understand the state of a device This is often the case with devices that have one toggle command for power rather than two discrete commands for power on and power off Sending the power toggle command as part of a system start up sequence would unintentionally power down a VCR which may have just powered up when a cassette was inserted Bi directional communication may actually be required for safety and maintenance purposes Projectors installed on a lift and recessed into an enclosed area must first be powered off and allowed to cool in Consider a device with external buttons on its case an RS 232 control connection a manufacturer s IR remote control and a built in web server This situation is becoming more common for complex devices such as switchers digital signal processors DSP s and digital displays 5 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 order to avoid equipment damage and prevent a fire hazard The portability of today s projectors has also made them a target for thieves Maintaining a constant 2 way dialog with a projector enables security personnel to be notified in the event that the projector has been removed Collateral benefits can result as well
19. erican Standard Code for Information Interchange ASCII makes the most sense as the base language for these communications ASCII has the following advantages 3 Hexadecimal often referred to as hex is a base 16 numbering system that uses a combination of digits and letters It is primarily used as convenient and compact shorthand for binary numbers ASCII is also permanently embedded in Unicode as the lowest 128 characters This range of characters in Unicode UTF 8 may be used interchangeably For readability this document will refer to these characters as ASCII For more information on ASCII please refer to ANSI X3 4 1986 or ISO IEC 646 1991 6 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 e ASCII is a seven bit code allowing any character to be transmitted in a single byte e Various international standards bodies have ratified ASCII or issued a nearly identical standard including European Computer Manufacturers Association ECMA American National Standards Institute ANSI International Organization for Standardization ISO International Telecommunication Union ITU German Institute for Standardization DIN Internet Engineering Task Force IETF e AV control systems manufacturers heavily base their programming languages on both English and ASCII With an ASCll based approach all control communication should also be transmittable and recei
20. is detected Consider a device equipped with front panel controls which have the same functionality such as volume control as the control system s user interface The front panel volume control may be used infrequently but unless it is constantly polled by the control system the user interface may reflect an inaccurate volume level With unsolicited subscription feedback however the device can send the volume change when it occurs keeping the two synchronized Unsolicited subscription feedback should be supported by the control interface of most products 2 09 Timing Timing becomes critical for systems that control perceptible elements directly there should be minimal time lag between the transmission and execution of commands Imagine a volume control that continues to ramp up after the volume up button has been released In a moment it can surpass the desired level and reached an uncomfortable or in some cases unsafe level Such behavior can be confusing and frustrating to users Another subtle and often overlooked aspect of timing is in the parsing of feedback from a controlled device When large strings of feedback can instantaneously be sent by a controlled device using flow control such as hardware hand shaking can improve the parsing of long concatenated serial strings Flow control simplifies the timing requirements of both the control system and the controlled device as 10 of 17 Roadmap to Control InfoComm
21. lar control strings could be developed for schedules heat cool separation fan purge etc Some systems require custom configuration software to set them up Some limit the available configurations to avoid providing programming hooks into the system Neither of these two situations provides the user with the greatest value Simple ASCII plaintext commands to reconfigure a system can help make a complex device simple to use 2 06 Fully Detailed Replies That Assume Nothing When replying to a query the controlled device should assume that the control system does not know to which query the reply is responding It may seem that replying without a header or ID is sufficient but if the device responds with only the data the control system has to keep track of every query it makes to that device a process that is difficult and unnecessarily complicated and that does not scale to high volume usage or multiple control points For example 02_VOL_I_1 lt CR gt should return the following full string of data which includes all parameters from the query 02_VOL_I_1 066 lt CR gt Rather than the following abbreviated string which may not be properly recognized by the control system 66 lt CR gt The practice of returning a full string of data including all parameters has the additional benefit of enabling unsolicited feedback which would allow a system to be programmed so that the control system can be aware of device changes without having to ask continua
22. lly if any changes have occurred 2 07 Verbose Error Messages When a command cannot be executed or the piece of equipment is in a fault state a detailed error message should be provided This should include as much information as possible rather than a generic and non specific error message such as ERR 9 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 2 08 Status Update Modes There are four prevalent status update modes 1 Unsolicited Verbose This reports every change e g button press temp change mode with the full system status Verbose status updates are good for designing and troubleshooting a system but the amount of information transmitted can overload the control system 2 Unsolicited Subscription This reports status only for specific selected functions for which you subscribe to receive unsolicited feedback and only when the state of such a function changes The advantage is that the control system receives only the information that it needs only when there is a change in state thereby preventing information overload 3 Polled This reports status only when polled from an external source such as the control system and allows for total system polling and individual function polling Polling provides a precise way of keeping track of device status but requires more activity and intelligence on the controller s side 4 Timed This reports st
23. ly required the serial interface will need to be able to generate and parse hexadecimal values The simplest checksums are byte summing or XOR ing of the data characters in the string The checksum is typically the last byte of data truncated to hex OxFF or less Typically checksums are used in protocols that specify a start character such as STX and a termination character like ETX along with a data character count byte following the data string As mentioned above this would be overkill in most AV devices and precludes the simple ASCII commands and replies recommended in this document Checksums at the control interface level are unnecessary in an Ethernet control environment The Ethernet protocol itself performs CRC s at the data link layer and TCP IP or UDP IP handle any bad packets Serial communication shorthand for eight data bits no parity one stop bit 7 Wi Fi is a trademarked expression of the Wi Fi Alliance formerly known as the Wireless Ethernet Compatibility Alliance WECA and refers to its Standards for Wireless Fidelity brand The standard applies to wireless local area networks WLANs based on the IEEE 802 11 specifications 8 Defined in Ethernet Request for Comments RFC 826 Address Resolution Protocol ARP is a method for resolving a device s physical Media Access Control MAC hardware address from its IP address 12 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interfac
24. nality command and query Even if a control protocol is based on another standard that is detailed elsewhere such as Telnet or XML full details should still be provided to ensure implementation of the product with minimal involvement of the technical support department 3 07 Connection Details for Serial Control Connection details should include all necessary information to establish a connection with the device Nothing should be left to assumption This section will differ __3 significantly on the basis of the connection format If the device N O control interface supports multiple physical connection methods TTT such as RS 232 and TCP IP via Telnet with the same interface PROJECTOR XYZ protocol language the documentation should include information we for both The documentation should also include any special 2 Rx preparations that must be made on the device in order to allow o f external control such as specific menu settings N C ono Serial connections should include specifications regarding the type we and gender of connector used and the function of each pin used on ris the connector It should also include the data transmission speed ie baud rate requirements for command spacing time required between commands character spacing any pacing requirement SERIAL SETTINGS between characters character length data bit parity bit and Sls stop bit
25. oComm INTERNATIONAL Roadmap to Control Guidelines for Equipment Control Interface Development Revision 1 1 May 2006 InfoComm International 11242 Waples Mill Road Suite 200 Fairfax VA 22030 U S A 800 659 7469 membership infocomm org www infocomm org Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 Acknowledgments The Roadmap to Control has been developed by the InfoComm International Independent Programmers Council which was created in 2004 in recognition of the critical role that programmers play in the design of AV systems The Independent Programmers Council takes its place as an integral part of the AV community represented through the InfoComm membership Since its formation it has interacted with other key member councils such as those representing AV systems integrators independent design consultants technology managers and manufacturers Through ongoing audioconferences and in person meetings held at the annual InfoComm show and the annual Leadership Forum the council has worked to identify topics and projects of importance to programmers everywhere The groundbreaking Roadmap to Control project follows in the footsteps of the Dashboard for Controls initiative developed through the Technology Managers Council The council especially thanks the following members for their contributions to this document Tom Barnett MBA CTS D Frank P Damiano D
26. onal Guidelines for Equipment Control Interface Development May 2006 2 02 Plaintext Commands and Replies Retrieving a parameter should be as simple as possible For instance T lt CR gt should cause the thermostat to send back the current temperature as T 072 F lt CR gt Single letter commands T versus TEMP S versus SET etc preserve code space over full word commands while still allowing easy controller programming and simple on site troubleshooting Better yet the thermostat should send the current temperature automatically whenever it changes without having to be asked known as unsolicited feedback see 2 08 Padding the value with leading zeros for the longest expected data set allows for simple parsing of the reply as the reply will always be the same length For example most of today s video projectors will never see a lamp last for over 9999 hours therefore four digits is the largest value that should be required to reply to a lamp life query To allow for the simplest parsing of the reply by the control system responses to the lamp life query should always contain all four digits This is accomplished by padding the value with leading zeros For example if the lamp has been in use for 32 hours the reply might be LAMP 0032 lt CR gt 2 03 Simple Help Menu Using H lt CR gt or lt CR gt should provide a list of commands recognized by the device Providing parameter ranges and or number of bytes has a manual on a
27. ot trying to advocate specific protocols or standards but simply see the benefit and promise of the predominant availability of good equipment Tangible benefits of better smarter devices which are easier to integrate communicate with and control include Lower design and integration costs Faster and more efficient integration Better features and controls Better reliability with fewer service calls and costs DONS These benefits translate into a better experience for all parties involved Consultants spend less time designing systems and selecting equipment Integrators spend less time installing and configuring systems Programmers spend less time programming Consumers enjoy better more functional and more reliable systems Manufacturers sell more products with fewer support calls akRWN The Roadmap to Control is the result of the Independent Programmers Council s initiative to catalog what works well Members of the council hope to have a positive impact on the AV industry and the design of future equipment Readers are strongly encouraged to distribute the Roadmap to those who are ina position to act on the topics covered 1 02 Background Many forms of audiovisual AV control interfaces have been used and new forms are being implemented every year Relay control dominated the first generation of AV control systems in the 1970s with infra red control becoming main stream in the 1980s The Electronic
28. rsonnel to determine the applicability of the product to a particular situation without engaging an engineer or programmer 3 03 Contact Information The documentation should include technical support contact information This should include at least a telephone number a web address to allow the user to check for an updated copy of the document before calling for support and an email address If possible these numbers and addresses should be for a support group not an individual 3 04 Numeric Scales amp Presentation All numeric values should be carefully defined in scale as well as representation A valid range should be provided for each command or query that contains numeric data Each numeric value should be explicitly defined as to representation Most values should be decimal values expressed as ASCII for example 106 one hundred and six Should a legacy device require different representation such as hexadecimal values expressed as hexadecimal in which 6A single byte 0x6A one hundred and six or hexadecimal values expressed as ASCII in which 6A two bytes 0x360x41 one hundred and six non ASCII numeric values should be clearly defined throughout the document For example literal hexadecimal bytes should be identified with a leading Ox i e OxOD for a carriage return PDF Portable Document Format is a cross platform document standard created by Adobe Systems PDF files are converted from their original forma
29. s teat eee e tase nate nae tnee eae 10 2 09 TIMING ra AA AEA E E A A nial a saniehaaeni A 10 2 10 Physical Details for Serial Control ecceee cece eee test eee tease ease eeeenee eae 11 2 11 Physical Details for Ethernet Control ceceeee eee eee e eee e eee eeeeeeeeeeeeaees 12 2 12 Standardized ChecksSuUMS r iidr aa cini aaa eee eee eee nee NEEE tees eee tees 12 3 Recommendations for Documentation c cece eee ee eee eee eee teeta tenes 13 3 01 Accessibility of Documentation ccecceee eee eee eee eee teeta etna ee eae teen tae 13 3 02 Summary DeSCTriptiONnS c cece cece eee ee eee eee teeta eee nae e nantes teen tees 13 3 03 CONTACT Informatio M siri roia iaa ened a ia a tend Taaa 13 3 04 Numeric Scales amp Presentation sssesssessrssrrerrrnrrrrrrrrrrrrrrrrrrnrrrersresrns 13 3 05 Visual Distinction of Codes Samples cceee eee eee e eee eee ee enna eee eae ea 14 3 06 Inclusion of External Standards ecceeee eee e eee eee eee eens tease nate eaen nee eaees 14 3 07 Connection Details for Serial Control ecceeee eee eee eee eee ee eee teeta eed 14 3 08 Connection Details for Ethernet Control ceceeeee cnet cnet eee eee ee ener ened 14 3 09 Command Formatting sise ssi niesieni iatan eee eee nee eee nae aoaea tae 15 SiO COMMAnN vee usc as eee teste eae tea aaa eaaa eet he AES NEELS ey bee edited 16 JI TOUGHEST Oa A EEA E doar oeidiaeeise
30. strings was easy for the manufacturer but a continual effort and drain of resources on the part of the AV control system programmer to decipher Imagine an installation technician or control system programmer debugging the control system To verify that the control system and device are exchanging the correct data a simple communications program such as Hyperterminal could be used to check either side of the interface using quick ASCII commands To use hex strings would require complicated multiple keystrokes or writing macros that can send multiple character hex strings from a single keystroke This is not within the skill set that one would typically find or want to train in a skilled AV technician who is merely attempting to verify a cable connection Simple ASCII protocols would not require advanced serial or Ethernet troubleshooting programs which monitor both sides of a communications link to verify or program a basic system If a manufacturer wants to implement a complex control interface which consists of hexadecimal strings check sums and or multiple transmit receive strings for each control function then it should provide a simple personal computer compatible program to control the device Such a program would enable proof that the wiring to the device is correct and it would also allow the programmer to see a working example of the control interface to emulate in the control system code 7 of 17 Roadmap to Control InfoComm Internati
31. t and viewed via Adobe Acrobat products www adobe com The use of PDF preserves the original font images graphics and layout of the source file and can be viewed on or printed from any computer regardless of operating system font availability or particular applications installed 13 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 3 05 Visual Distinction of Codes Samples Visually distinguish between the text of the interface document itself and sample code or strings that would be sent to or received from the device Sample strings should be represented using a different font Courier has been widely used for this in the computer world and clearly indented from the body of the document itself For example the following could be used to clearly explain the operation of an image blank command for a video display IMAGE BLANK COMMAND BLANK Sending this command will blank or un blank the image Examples BLANK ON lt CR gt BLANK OFF lt CR gt Be sure to clearly define line terminators In most cases a single carriage return should be all that is necessary This can be represented in documentation as either lt CR gt or OxOD If a device requires a carriage return and a line feed be sure to make this clear such as lt CR gt lt LF gt or OxODOXOA 3 06 Inclusion of External Standards Technical documentation should be fully detailed in every aspect of feature functio
32. through one to one relationship Controlled devices that adopt the DB 9 male DTE configuration on the other hand require a null modem cable or adapter in order to make each device appear as a DCE device to the other A null modem normally reverses the TD and RD pins 2 amp 3 Failing to reverse these pins when required is one of the most common wiring mistakes in the field Another common wiring error is the failure to reverse the hand shaking flow control RTS and CTS pins 7 amp 8 which is also accomplished by a null modem or the failure to terminate pins 7 amp 8 at all The simplest bi directional serial interface i e no hardware handshaking can be accomplished with three wires TD RD and GND pin 5 By default many installers only terminate for a three wire connection in the field If hardware hand shaking is required in these cases two way communication will not be established To help avoid such issues manufacturers should carefully consider the requirement for hardware handshaking and only use it where absolutely required If a large volume of communication traffic is expected Ethernet based control may be preferable to serial control If serial control must be implemented in such an environment RTS CTS hand shaking should be utilized DSR DTR signals are typically relegated to modem communication and are not generally used for hand shaking on AV Devices For an RS 232 connection only pins 2 3 5 7 and 8 should be utilized by
33. um of choice in these systems is an Ethernet connection 1 04 Comments and Suggestions The Independent Programmers Council has developed the Roadmap to encourage all that read it to reach for a higher standard of control interface development and documentation To that end we welcome comments and suggestions that could improve this document Send them to membership InfoComm org with a subject heading of Roadmap to Control 2 Recommendations for Interface 2 01 Simple ASCII Commands and Replies The AV industry is international Often the individual developing a control interface speaks a different language from the people designing systems and implementing controls that use them The language barriers often result in confusion frustration and loss of valuable time One solution has been to write the control interface in a language that neither party speaks hexadecimal This requires the engineer developing the protocol to translate all commands into hexadecimal and write a document in his or her native language describing the hexadecimal commands This document is then translated into the native language of the programmer who will be implementing controls that use the interface The end result is rarely desirable as many layers of translation separate the two parties The Roadmap recommends that control interfaces be moved into the plain text domain eliminating at least one layer of translation Given its large scale acceptance Am
34. vable by simple ASCII communication programs such as HyperTerminal or Telnet without the use of complex function key combinations Both applications are available on a personal computer running Microsoft Windows and support the transmission and receipt of ASCII characters from 0 to 9 A to Z simple punctuation and the basic control characters carriage return and line feed The following examples illustrate the difference between Hex and ASCII control commands Example 1 0x02 0x50 Ox4F Ox4E 0x03 Example 2 PWR ON lt CR gt In example 1 the equipment designer saved a little time by not translating the power on command from a string of hex characters However this time is lost every time a programmer has to reference a protocol manual just to turn on the device In example 2 the equipment designer invested the time to write the string in plain text up front saving time during each implementation of the product Early instances of serial interfaces were often direct translations of hex IR codes to RS 232 At the time the IR codes were developed they were very advanced in terms of condensed memory space and easy to interpret parsing by the 8 bit or less processors embedded into the devices at that time For example consider the compact and well defined device and command representations of the Sony SIRCS codes and the Philips RC 5 codes Converting these pulse code modulation PCM IR codes into ASCII pseudo hex representations of hex
35. ventns 16 312 EMOS ss eevee eevee ce ven evtbu ck ves eveewevees e ees TNO AERA EAEE AORE EA 16 S13 EXaMples aieea ae aa tee a a A Seb eae han edad eae gianna ages 17 A CONCUSSION Arece oiai iee SEE S ea a a kes a ee ae 17 Table of Figures Figure 1 DTE DCE Cable Pin Assignment Table ceee test eee e eee eeeeeaeeeaees 11 Figure 2 Recommended Format for Serial Connection Information eeee 14 Figure 3 Recommended command formatting 0 eceeeeeeee eens sees teas teat eeee eae 15 3 of 17 Roadmap to Control InfoComm International Guidelines for Equipment Control Interface Development May 2006 1 Introduction 1 01 Audience and Purpose The Roadmap to Control is about creating better smarter audiovisual AV devices devices that are easier to integrate communicate with and control Its goal is to help manufacturers design better control interfaces for their products which will make it easier for designers integrators and programmers to select and integrate products Many professional control systems programmers would state that there are some devices that are feature rich and relatively easy to communicate with and control These are the devices that programmers and engineers recommend and specify often and welcome as part of the projects in which we are involved Unfortunately most equipment does not fall into this category Programmers involved in the Roadmap to Control project are n
36. ystem This will increase confidence in and comfort with AV systems in general promoting interest in additional projects in the future The recommendations of the Roadmap to Control exist as a guideline for manufacturers in the development of simple and reliable control interfaces for their products InfoComm International encourages comments and suggestions for potential improvements to this document or questions about its application Send them to membership infocomm org with a subject heading of Roadmap to Control 17 of 17
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