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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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