Caterpillar SIS Basics-Instucions

Service Information System
SIS
Introduction and Overview
For Dealers and Caterpillar Internal
Any changes to the following information is
not authorized or endorsed by Caterpillar Inc.
Table of Contents
What is SIS
Hardware Software Recommendations
Whats Required to Run SIS
Get Files from Downloads Page
Install SIS DVD Software
Starting SIS Web / DVD / Network
How to Start Product Identification
Searching for Information Parts or Service
SIS 2010A 2D Hot-pointing
Printing
Technical Information Access Solutions
What is Service Information System (SIS)

SIS is the electronic service tool that dealers, customers and employees rely on for
their parts and service information needs.
SIS covers information for all products from
1977 on.
The information in SIS is equivalent to over
25,000 books. With over 2 million graphics
and more than 1.5 million part numbers, SIS
contains 44,000 parts and service
documents.
SIS is available on Local Area Networks
(LAN) with Network SIS, the Internet (SIS
Web), or with a DVD subscription.
Data on SIS Web (internet version) is
updated nightly, providing users with the
most current data. Connection to the internet
is required for this access.
For those not connected to the internet, SIS

data is available either from a library of SIS
DVDs or when loaded to a Network SIS
Server (on a LAN). Data on DVDs is
updated monthly.
All three versions of SIS require an Internet
Browser to display SIS information.
Parts lists can be created in SIS and parts
ordered directly via a connection to
PartStore.
Service literature is organized into a repair
logic scenario of educating, problem solving
and repair and can be found under the
heading Service Repair Information in via
Documentation (Document Structure).
3
SIS Hardware and Software Requirements

Goto:
https://dealer.cat.com/sis
ThengotoNewsandAnnouncementsforthemostuptodate
requirements
Whats Required to Run SIS

SIS
Web
SIS
DVD
SIS
Network
CWS Logon ID contact SIS Administrator at dealership
A SIS User ID - setup described in SIS User Administration

Setting Up Users
A supported Internet browser software installed (i.e., IE

version 7 or 8) see SIS 2010 & 2011 Hardware-Software
Requirements for Web & DVD
An Internet connection
A few files downloaded from the SIS Web Download section

(Adobe Acrobat Reader Plugin and DjVu Plugin EN.exe)
A subscription to SIS Data DVDs
A licensed copy of SIS loaded onto their PC
Requirements
A server configuration - see Network SIS Setup Guide

Glossary
Access method: ways to search and look at information

Attachment: attachment on machine; i.e., bucket
Feedback: electronic communication back to Caterpillar (available through SIS
Web only)
Information Types: Document categories
NPR: Numerical Parts Record
Parts ID: parts identification
Parts identification page: page showing part as well as consist
Parts consist: listing of parts, quantities
Systems & Components (Product structure): arrangements, groups, system
Return to Main Menu: click on Model: link
SMCS: Service Management Control System
SNP: serial number prefix
Get Files from Downloads Page

From the SIS Web Main Menu
select Downloads
then download and install the
appropriate files
Adobe Acrobat Reader 9.0
Graphics plugins
Install SIS DVD Software

Administrative Rights are REQUIRED to install the SOFTWARE
SIS Administrator/Service Software Administrator can assist
To install & use SIS DVD software, 4 steps are required

1.
2.
3.
4.
Install SIS Software

Install SIS DATA Setup CDs (there are now 2)
License SIS Software
Create/Import SIS User Accounts
SIS DVD
users only
Please reference separate document

SIS Install Steps for Detailed Instructions
Starting SIS
Web or DVD or Network
Start SIS Web from the browser

Using a shortcut/bookmark
Address is https://sisweb.cat.com**
Start SIS DVD from the desktop or START menu
Once installed, icon is on desktop and in START menu
Start SIS Network from the desktop or START menu
Once installed, icon is on desktop and in START menu
** If unable to connect to https://sisweb.cat.com, use https://sis.cat.com until your SIS

Administrator/Service Software Administrator can work through the issue.
Improved and Simplified SIS Main Menu
10
Preferences
FoundontheMainMenu
NewLocation
11
Preferences
Thisoptioncontrolshowapartmanualpagewillbe
presentedbydefault:withthegraphicandtheconsist
listsidebyside,orwiththegraphicdisplayedabove
theconsistlist
andasoneframeorasseparateframes.
Thisoptionallowsausertoaddcommon
customersandattachcommonserialnumbersto
thecustomerlist.Thisallowsforquicker
accessibilitytocommoncustomerrequests.
12
Preferences
Choosefrom12
dateformats
Choosefrom8
languages
Seenextpage
ThisoptionallowsusertosearchforMicrofiche
informationifuserissetupwithaccesstothe
Microfichedataandhasthisoptionselected.
Defaultoptionisnotactive.*
PreferenceforviewingunitsofmeasurementfortheEngine
PerformanceSpecificationdata
*NOTE: If this is not visible after making this change, contact Dealer SIS Administrator for access.
13
Preferences for Parts List

Six options exist for setting Parts Preferences
These options control how parts lists should be handled after
processing or e-mailing them
Following slides may differ from your screens based on
preferences
14
Preferences
Delete parts list after processing
Do not delete parts list after processing
By default, the parts selected are not cleared from the parts list after being submitted.
Delete parts list after e-mailing
Do not delete parts list after e-mailing
By default, the parts selected are not cleared from the parts list after being or e-mailed to
someone.
Have the ability to select all the parts in the consist
Do not have the ability to select all the parts in the consist
By default, this option is not active. Non-parts ordering customers have ability to set the
preference; parts ordering customers do not.
15
Preferences - cont
Automatically select parts for Caterpillar Certified Rebuild
Do not automatically select parts for Caterpillar Certified Rebuild
By default, this option is not active. To have this ability, the user must have CCR enabled in their
profile and select this option in Preferences.
Enable Related Parts
Disable Related Parts
If enabled, shows only when kits, filters or other related parts are available for parts on the
parts list
Enable STW Integration
Disable STW Integration
STW users will want this enabled so parts can be transferred to the STW Service Report without
manual intervention.
16
Translated Part Names via SIS Preference

Language
By changing the SIS Language interface preference
language to other than English: hover text will appear for
translated part names when available
Includes all 7 interface languages
Format for print shows both the

English and the translated term
17
On the parts consist page, if you

mouse over a part name, you will
see the translated name in the
language set in your preference.
Format for print page

shows both the English
and translated name.
18
How to Start
Using a Systems & Components (Product Identification)
Searches are divided into those requiring a Product Identification (product ID
prefix and serial number, sometimes referred to as serial number prefix SNP) and
those not requiring a Product ID.
Product ID-required searches produce results that are more specific to a product.
Prefix only-search results apply to the entire model with that prefix.
No-Product ID searches permitted
Model prefixes can be found using the Select Equipment Model search
Some documents require users be given permission to access them. Those are
marked with an **.
19
Dont know the serial number prefix?

Use the (Find) link
If you know the Sales Model number,

type it in the fill-in box.
If you don't know the Sales Model number, select an item from the
Product Families displayed in the left column
20
Getting Started with Searching

Many access methods used to search for technical information in SIS
require a serial number or serial number prefix to be entered before
beginning a search.
21
Searches from SIS Main Menu

Product ID required for these searches
Product ID NOT required for these searches
Parts Search by keyword or part number
Advanced Full Text Search
Systems and Components (Product Structure)
Media Search
Documentation (Document Structure) **
Similar Parts Search
SMCS Code
NPR **
Basic Search
Parts List
As Shipped Product
Kits Information
Filter Search
Engine Performance Specifications
Remanufactured Parts Search
Service Software Files
Cat Certified Rebuild Parts Search **
Other Repair Process Information

Service Forms
(described in detail later)

Documents requiring permission for access marked with **.
22
Information Search Matrix

Which Search Method to Use How to Use Search
If you know
Use this
If you need
Use this
Part number
Parts Search, Basic Search or

Parts information
Parts Search number or keyword
Media Number or
PIP/PSP number
Media Search
System or Group information
Systems & Components (Product

Structure)
Document Type or Publication Date
Basic or Advanced Full Text Search

Documentation (Document Structure)
Reman part numbers
Sales Model
Most current part number
NPR*
Part Name
Parts Search, Basic Search or

Parts or Service information for a

specific serial number as it left the
factory
As Shipped Product
Serial Number
As Shipped Product
Engine Perf Specs
Filters for a specific product
Filter Search
Test Spec number
Engine test cell results by serial number
Engine Perf Specs
Document type (i.e., IRM, etc)
Document Structure
Engine Specifications by serial number
Engine Perf Specs
Component, group or system to find

support information
Systems & Components (Product

Structure)
Repair kits
Kits Information
Part of a keyword, number or date
Advanced full text search
Parts for a Cat Certified Rebuild
Cat Certified Rebuild
A similar part
* Special access required for NPR see your SIS Administrator

23
Parts Search
by Part Number or by Keyword
Product ID
required
Parts Search searches ONLY the Parts Identification

(Parts Manuals) not technical documentation
Search will
identify the product system where part is located
allow adding the parts to the parts list from the parts id window
allow searching for keywords
Search by Part Number when:
Part number is known AND
Serial number prefix is known
Search by Keyword when:

Part number is not known
Part name is known
24
Systems & Components (Product Structure)

Product ID
required
Systems & Components (Product Structure) refers to systems, groups, and

components (e.g., cooling systems, water pumps, and impellers) of products
based on the serial number and/or arrangement specified.
Select a link in the
Systems & Components
column to start the
lookup process
To view Parts Identification,

it is necessary to drill down.
25

The search used to find service information related to a
parts group or parts arrangement
Can search serial number specific or by prefix only
Search Results via Prefix and specific Serial Number
You can uncheck the

Auto Filter box and
get the same results as
below without having
to go back to the main
menu
Search Results via Prefix only
26
The Information Types

column lists parts and service
information publications related
to the selection in the left
column.
The Systems & Components
column organizes service
information by product parts
group or system.
The Results column lists

information based on the
selection in the middle
column.
27

Documentation (Document Structure) allows the user to
search for information by document type, based on the serial
number and/or arrangement specified. (examples would be:
Applied Failure Analysis, Contamination Control Guidelines,
Information Release Memos, Special Instruction)
Product ID
required
If you search serial number

specific you can uncheck the
Auto Filter box and get the same
results as searching by prefix only
without having to go back to the
main menu
28

The arrangement of service information the same as a hard copy of a
service manual or parts manual
This is used to access multiple parts groups and the same information type

Auto Filter box and get the same
results as searching by prefix only
without having to go back to the
main menu
29

Documentation
(Document
Structure) is
organized by
Information Type.
The entire document
is opened and the
specific information
is displayed within
the document.
Only one Information
Type can be accessed
at a time.
30

Part Name Index
The Part Name Index located within the
Parts Identification information type can
be used to help identify parts.
Selecting one of the linked names will

take the user to the parts identification
screen.
The linked parts assemblies, parts groups

and parts arrangement names are listed
alphabetically.
31
SMCS Code Search

(Service Management Control System)
Product ID
required
Four digit code describing the

components of products.
Each digit of the code signifies a
progressively narrower range of the
product.
For example, 1202 would be interpreted
as:
1000 = engine,
1200 = short block engine,
1202 = crankshaft for the short
block engine.
A wildcard (*) can be used at the end of
the search criteria, 120* for example.
32
SMCS Search
The SMCS Results Screen is similar to Product Structure.
Relevant Information Types are displayed in the middle column.
As an Information Type is selected, the Information available, column
three, is displayed for that Information Type.

Auto Filter box and get the
same results as searching by
prefix only without having to
go back to the main menu
33
Which to use?
Basic Search or
34
Basic Search
Basic Search requires a
product ID be entered.
Basic Search allows the
user to locate technical
information through
several data fields
Basic Search is available
in all three versions: SIS
Web, SIS DVD and
Network SIS.
A wildcard (*) can be

used at the end of the
search criteria, 120*
for example.
120*
Basic Search permits searching for text that

exists within the Information Types.
35
Basic Search
Search criteria
If you search serial

number specific you
can uncheck the Auto
Filter box and get the
same results as
searching by prefix
only without having to
go back to the main
menu
Results
36
As-Shipped Product
Product ID
required
Provides technicians and mechanics with the ability to access parts and
service information based on a specific serial number.
Product support information displays based on how the product left the
factory (As Shipped).
Consist list displays a list of attachments added to or lessen-off
(removed from) the standard arrangement for that product.
Consist list is similar to a regular parts consist list with quantity boxes,
links to separate illustrations, etc.
If no quantity boxes available, part is not serviceable.
Many products have no attachments added or lessed-off, so only the
arrangement is listed.
37
As-Shipped Product
Complete engine serial number

Complete machine serial number
38
Filter Search
Filter Search accesses Filters, Breathers, and Screens

for a given serial number
Product ID
required
If you search serial number specific you can uncheck the box and get the same results as searching by prefix
only without having to go back to the main menu
39

If you search serial number specific you can uncheck the box and get the
same results as searching by prefix only without having to go back to the
main menu
Product ID
required
A Remanufactured
part number
is in green
contains an R in
the part number
contains an R in
the Notes column
40
Caterpillar Certified Rebuild
Product ID
required
41
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does not require a product ID
allows the user to locate
technical information through
any of the fields shown on the
left
Advanced Full Text Search is
available only in SIS Web.
Advanced Full Text Search permits searching for

text that exists within the Information Types.
42
Media Search
Allows the user to locate documents
through the use of media numbers or
PIP/PSP numbers
PIP/PSP Information Types require
permission to access. (Consult your
Service Software Administrator for
access).
The Parts Identification book displays Parts

Index and Maintenance Index the same as
selecting Documentation (Document
Structure) from the main menu.
43
Media Search
Enter Media Number
Results
44
Kits Information
Enables the user to view
and/or order the kits needed
to service or repair a
particular piece of equipment.
Provides all of the required
parts for a particular
procedure in one consist.
A link to the Latest Kits Information is
also available within the Parts Consist
Window.
45

Similar Parts Search provides two methods for locating similar parts
information. The first allows the user to drill down through a keyword tree.
As the user drills down through the keyword tree, the list of parts specific
to the keyword progressively narrows. The second allows the user to locate
similar parts information through a global search by specifying either a
part number or typing in a keyword.
46
NPR - Numerical Parts Record

NPR is a system that contains part number related
information for all products. Access must be given to this
feature. This system is primarily used to obtain the most
current part number information for ordering replacement
inventory and repair parts.
47
Parts List
Parts List option from the Main Menu brings back the most
recently-used parts list.
48

Engine Performance Specifications - By specifying a serial number
(or prefix) and/or a test spec number, the user can search for engine
specifications. The user can also search for engine test cell results by
specifying a serial number (or prefix).
Product ID NOT required
49
Service Software Files

Service Software Files access method contains links to download
the following file types: Flash Files, Remanufactured Injector
Trim Files, Injector Trim Files, Cylinder Files, ECM Replacement
Files
Product ID NOT required to access listing, but

serial number required to download file
Foruserstoseethesearches,theassociatedinformationtypeswillneedtobeaddedtotheuserprofiles.
50
Other Repair Information

Other Repair Option Information displays links to
Applied Failure Analysis and Shop Review documents.
*access must be given for documents
51
Informational Screens
PartsIdentificationScreen
Servicedocumentationscreens
52
Parts Identification Screen

Part 1
Part 2
Part 3
Refer to
pages 56 &
58 for 2D
hot-pointing
information
53

Part 1 of Screen
Model Serial Number
Prefix
Information (part
numbers) Available
Section
Sections Product
Structure Groups,
Systems
54

Part 2 of Screen
GoTo drop down menu
Graphic Viewing
Options
Graphic with callouts
Buttons for parts consist

(next page)
Link to print
55
Parts Identification Screen 2D Hot-pointing

Part 2 of Screen
GoTo drop down menu
Graphic Viewing
Options
2D Hot-pointing toolbar
Graphic with callouts
Buttons for parts consist

(next page)
Link to print
56

Part 3 of Screen
Media Number
Link to Kits
Serial Number Prefix
Parts Consist
Quantity box
NPR link
57
Parts Identification Screen 2D Hot-pointing

Part 3 of Screen
Media Number
Link to Kits
Serial Number Prefix
Parts Consist
2D Hot-pointing
checkbox
Quantity box
NPR link
58
2D Hot-pointing
Hot-pointing
Clicking on callout number in graphic will highlight it and place check-mark
on consist in column labeled Loc
Clicking on parts consist, highlights that number on graphic
Available on Parts consist pages for new and legacy products created through SIS
Authoring process
Featured in SIS DVD, Network SIS & SIS Web
59
Plug-ins Required
Internet Explorer 7.0 or 8.0 required
Admin rights are required to install either of the plug-ins
Install plug-ins
60
2D Hot-pointing Functionality
Clicking on the call out in the graphic
Checkmarks the corresponding number on the part consist (for ease of
seeing in the consist)
OR
Clicking in the box marked Loc on the consist, highlights the callout
number on the graphic
Notes:
If the graphic contains more than one instance of that part, the graphic
will be reduced in size so all occurrences of that callout number are
visible
Only one callout can be checked at a time on the consist list
61
2D Hot-pointing Toolbar
62
2D Hot-pointing Review
2D hot-pointing will be applied to the majority of the graphics
available being phased into remaining graphics
2D hot-pointing will be in majority of legacy data on SIS Web
with the remaining being phased in (excluding Microfiche)
Proper PC resources must be in place, or degradation will be
apparent
Play with the hot-pointing toolbar to become familiar with the
functionality
63

Types of information (documents) available
Applied Failure Analysis
As Shipped Product
Caterpillar Certified Rebuild
Custom Service Information
Disassembly and Assembly
Engine News
Engine Tool Guide
Flash Files
General Service Information
Guideline for Reusable Parts 7 Salvage
Operations
Information Release Memo
Injector Trim Files
Kits Information
NPR
Operation and Maintenance Manual
Parts Identification
Repair Option Builder

Safety
Schematic
Service Letter
Service Magazine
Shop Review
Similar Parts
Special Instruction
Specifications
Systems Operation
Technical Information Bulletin
Testing and Adjusting
Tool Guide
Tool Operating Manual
Torque Specifications
Troubleshooting
Truck Engine News
Undercarriage Reconditioning
Bulletin
64
Information Screen
Part 1
of Screen
Part 2
of Screen
Part 3 of Screen
65
Header Information
Part 1
Configuration Link
Return to Main Menu link
Bookmark
Go To Menu
Previous Next Page
(when applicable)
Return to Parts List
66
Selectable Information
Part 2
Selectable levels of
information
Populates/Highlights
the next and
previous buttons in
the header
Information types
67
Text Panel
Part 3
Document Type
Media Number
Text / Information
Link to print
68
Printing
69
Printing
Graphics
Consist List
Service Information
70
Print Graphics
1. Click View Image link
2. Printer button tool bar
Use the >> to expand tool bar if printer
icon is not visible
Format for print, prints both

graphic & consist
71
Print Graphic & Consist List

Step 1 - Format for Print button at bottom of screen
72
Print Graphic &

Consist List
(resulting screen)
73
Print Graphic & Consist List

Step 2 File / Print
Print Preview shown on next page

74
Print Service Information

Step 1 - Format for Print button at bottom of screen
75

(resulting screen)
76

Step 2 File / Print
Print Preview shown on next page

77
Print Preview results Service Information

page one only
print is an option from this screen
78
Conclusion
Youve seen
How to find a serial number prefix by using the model number
Been introduced to 8 methods of looking up information when
you know a product ID
Been introduced to 7 methods of looking up information even if
you dont have a product ID
How to print information from SIS
Titles to 23 different information types published by Cat for
service and parts information
Other presentations can be obtained from https://dealer.cat.com/sis ,
and those include topics on:
Setting Bookmarks - Ordering Parts
Search for Parts - Service Repair Information
79
Help, Data/Feedback, Support

For SIS help, use the Help link from SIS Main
Menu or from the GoTo dropdown menu anywhere
in SIS.
For SIS Web data discrepancies or enhancement
requests/suggestions for improvements, use the
Feedback option from the SIS Web Main Menu or
the GoTo menu from any page in SIS.
For SIS Support, please contact the Accenture
Dealer Management Services (ADMS) 6am-6pm
CST by phone 1-800-765-0999 or 1-309-675-4000
or by email at Support.ADMS@Accenture.com
80

Caterpillar SIS Basics-Instucions

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Caterpillar SIS Basics-Instucions

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Service Information System

Technical Information Access Solutions

What is Service Information System (SIS)

Technical Information Access Solutions

For those not connected to the internet, SIS

SIS Hardware and Software Requirements

Technical Information Access Solutions

Whats Required to Run SIS

CWS Logon ID contact SIS Administrator at dealership

A SIS User ID - setup described in SIS User Administration

A supported Internet browser software installed (i.e., IE

A few files downloaded from the SIS Web Download section

A subscription to SIS Data DVDs

A licensed copy of SIS loaded onto their PC

A server configuration - see Network SIS Setup Guide

Access method: ways to search and look at information

Get Files from Downloads Page

Technical Information Access Solutions

Install SIS DVD Software

To install & use SIS DVD software, 4 steps are required

Install SIS Software

Please reference separate document

Start SIS Web from the browser

** If unable to connect to https://sisweb.cat.com, use https://sis.cat.com until your SIS

Improved and Simplified SIS Main Menu

Technical Information Access Solutions

Technical Information Access Solutions

Technical Information Access Solutions

Preferences for Parts List

Technical Information Access Solutions

Technical Information Access Solutions

Technical Information Access Solutions

Translated Part Names via SIS Preference

Format for print shows both the

Technical Information Access Solutions

On the parts consist page, if you

Technical Information Access Solutions

Format for print page

Technical Information Access Solutions

Dont know the serial number prefix?

If you know the Sales Model number,

Technical Information Access Solutions

Getting Started with Searching

Technical Information Access Solutions

Searches from SIS Main Menu

Product ID NOT required for these searches

Parts Search by keyword or part number

Advanced Full Text Search

Systems and Components (Product Structure)

Documentation (Document Structure) **

Similar Parts Search

Engine Performance Specifications

Remanufactured Parts Search

Service Software Files

Cat Certified Rebuild Parts Search **

Other Repair Process Information

(described in detail later)

Information Search Matrix

Parts Search, Basic Search or

Parts Search number or keyword

System or Group information

Systems & Components (Product

Document Type or Publication Date

Basic or Advanced Full Text Search