Service Information System SIS: Introduction and Overview For Dealers and Caterpillar Internal

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
• What’s 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 2

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 • For those not connected to the internet, SIS
1977 on. data is available either from a library of SIS
• The information in SIS is equivalent to over DVDs or when loaded to a Network SIS
25,000 books. With over 2 million graphics Server (on a LAN). Data on DVDs is
and more than 1.5 million part numbers, SIS updated monthly.
contains 44,000 parts and service • All three versions of SIS require an Internet
documents. Browser to display SIS information.
• SIS is available on Local Area Networks • Parts lists can be created in SIS and parts
(LAN) with Network SIS, the Internet (SIS ordered directly via a connection to
Web), or with a DVD subscription. PartStore.
• Data on SIS Web (internet version) is • Service literature is organized into a repair
updated nightly, providing users with the most logic scenario of educating, problem solving
current data. Connection to the internet is and repair and can be found under the
required for this access. heading Service Repair Information in via
Documentation (Document Structure).

SIS Hardware and Software Requirements
Go to:
https://dealer.cat.com/sis
Then go to News and Announcements for the most up to date

requirements

What’s Required to Run SIS
Requirements SIS SIS SIS
Web DVD Network
CWS Logon ID – contact SIS Administrator at dealership R R R

A SIS User ID - setup described in “SIS User Administration – R R R
Setting Up Users”
A supported Internet browser software installed (i.e., IE R R R

version 7 or 8) – see “SIS 2010 & 2011 Hardware-Software
Requirements for Web & DVD”
An Internet connection R
A few files downloaded from the SIS Web Download section R R R
(Adobe Acrobat Reader Plugin and DjVu Plugin EN.exe)
A subscription to SIS Data DVDs R R

A licensed copy of SIS loaded onto their PC R R
A server configuration - see “Network SIS Setup Guide” R

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. Install SIS Software

2. Install SIS DATA Setup CDs (there are now 2)
3. License SIS Software
SIS DVD
4. Create/Import SIS User Accounts 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

Preferences
Found on the Main Menu
New Location

Preferences
This option controls how a part manual page will be

presented by default: with the graphic and the consist
list side by side, or with the graphic displayed above the
consist list …
… and as one frame or as separate frames.
This option allows a user to add common

customers and attach common serial numbers to
the customer list. This allows for quicker
accessibility to common customer requests.

Preferences
Choose from 8
Choose from 12
languages
date formats
See next page
This option allows user to search for Microfiche

information if user is set up with access to the
Microfiche data and has this option selected.
Default - option is not active.*
Preference for viewing units of measurement for the Engine

Performance Specification data
*NOTE: If this is not visible after making this change, contact Dealer SIS Administrator for access.

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

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.

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.

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

On the parts consist page, if you
“mouse over” a part name, you will Format for print page
see the translated name in the shows both the English
language set in your preference. and translated name.

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 **.

Don’t 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

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.

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 **.

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
Advanced Full Text Search
Media Number or Media Search System or Group information Systems & Components (Product
PIP/PSP number Structure)
Document Type or Publication Date Basic or Advanced Full Text Search Reman part numbers Remanufactured Parts Search
Documentation (Document Structure)
Sales Model Advanced Full Text Search Most current part number NPR*
Part Name Parts Search, Basic Search or Parts or Service information for a As Shipped Product
Advanced Full Text Search specific serial number as it left the
factory
Serial Number As Shipped Product Filters for a specific product Filter Search
Engine Perf Specs
Test Spec number Engine Performance Specifications 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 Systems & Components (Product Repair kits Kits Information
support information Structure)
Part of a keyword, number or date Advanced full text search Parts for a Cat Certified Rebuild Cat Certified Rebuild
A similar part Similar Parts Search
* Special access required for NPR – see your SIS Administrator

Parts Search Product ID
by Part Number or by Keyword 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: Search by Keyword when:

Part number is known AND Part number is not known
Serial number prefix is known Part name is known
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.

You can uncheck the
• The search used to find service information related to a “Auto Filter” box and
parts group or parts arrangement get the same results as
below without having
• Can search serial number specific or by prefix only to go back to the main
menu
Search Results via Prefix and specific Serial Number
Search Results via Prefix only

The Information Types

column lists parts and service
information publications related
to the selection in the left
column.
The Results column lists

The Systems & Components information based on the
column organizes service selection in the middle
information by product parts column.
group or system.
Documentation (Document Structure) allows the user to search
for information by document type, based on the serial number Product ID
and/or arrangement specified. (examples would be: Applied required
Failure Analysis, Contamination Control Guidelines, Information
Release Memos, Special Instruction)
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

• 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

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.
Part Name Index
The Part Name Index located within the Selecting one of the linked names will
Documentation (Document Structure) take the user to the parts identification
Parts Identification information type can screen.
be used to help identify parts.
The linked parts assemblies, parts groups
and parts arrangement names are listed
alphabetically.

SMCS Code Search Product ID
required
(Service Management Control System)
• 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.

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

Which to use?
Basic Search or

Basic Search
A wildcard (*) can be
used at the end of the
search criteria, 120*
• Basic Search requires a for example.
product ID be entered.
• Basic Search allows the
user to locate technical 120*
information through
several data fields
• Basic Search is available
in all three versions: SIS
Web, SIS DVD and
Network SIS.
Basic Search permits searching for text that

exists within the Information Types.

Basic Search
If you search serial
number specific you
Search criteria 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

Product ID
As-Shipped Product 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.

As-Shipped Product
Complete engine serial number
Complete machine serial number

Filter Search Product ID
Filter Search accesses Filters, Breathers, and Screens required
for a given serial number
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

Remanufactured Parts Search 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 A Remanufactured
main menu
part number …
• is in green
• contains an R in
the part number
• contains an R in
the Notes column

Caterpillar Certified Rebuild Product ID
required
1

• Advanced Full Text Search

does not require a product ID
• Advanced Full Text Search
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.
Media Search
Allows the user to locate documents The Parts Identification book
through the use of media numbers or displays Parts Index and
PIP/PSP numbers Maintenance Index the same as
selecting Documentation
PIP/PSP Information Types require (Document Structure) from the
permission to access. (Consult your main menu.
Service Software Administrator for
access).
•

Media Search
Enter Media Number Results

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.

Similar Parts Search
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.

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.

Parts List
Parts List option from the Main Menu brings back the most
recently-used parts list.

Engine Performance Specifications
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

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
For users to see the searches, the associated information types will need to be added to the user profiles.
Other Repair Information
Other Repair Option Information displays links to

Applied Failure Analysis and Shop Review documents.
*access must be given for documents

Informational Screens
• Parts Identification Screen

• Service documentation screens

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

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

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

(next page)
Link to print
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
Part 3 of Screen
Media Number
Link to Kits
Serial Number Prefix
Parts Consist
Quantity box
NPR link

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

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
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

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

2D Hot-pointing Toolbar

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

Types of information (documents) available
Applied Failure Analysis Repair Option Builder
As Shipped Product Safety
Caterpillar Certified Rebuild Schematic
Custom Service Information Service Letter
Disassembly and Assembly Service Magazine
Engine News Shop Review
Engine Performance Specifications Similar Parts
Engine Tool Guide Special Instruction
Flash Files Specifications
General Service Information Systems Operation
Guideline for Reusable Parts 7 Salvage Technical Information Bulletin
Operations Testing and Adjusting
Information Release Memo Tool Guide
Injector Trim Files Tool Operating Manual
Kits Information Torque Specifications
NPR Troubleshooting
Operation and Maintenance Manual Truck Engine News
Parts Identification Undercarriage Reconditioning Bulletin

Information Screen
Part 1
of Screen
Part 2
of Screen
Part 3 of Screen
Header Information
Part 1
Configuration Link
Return to Main Menu link
Bookmark
Go To Menu
Previous – Next Page
(when applicable)
Return to Parts List
Selectable Information
Part 2
Selectable levels of
information
Populates/Highlights
the next and
previous buttons in
the header
Information types

Text Panel
Part 3
Document Type
Media Number
Text / Information
Link to print

Printing

Printing
• Graphics
• Consist List
• Service Information

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

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

Print Graphic &
Consist List
(resulting screen)

Print Graphic & Consist List
Step 2 – File / Print
Print Preview shown on next page

Print Service Information
Step 1 - Format for Print button at bottom of screen

(resulting screen)

Step 2 – File / Print
Print Preview shown on next page

Print Preview results Service Information
page one only
print is an option from this screen

Conclusion
• You’ve 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 don’t 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

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Service Information System

Introduction and Overview

Technical Information Access Solutions 2

Technical Information Access Solutions 3

Then go to News and Announcements for the most up to date

Technical Information Access Solutions 4

CWS Logon ID – contact SIS Administrator at dealership R R R

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

A subscription to SIS Data DVDs R R

Technical Information Access Solutions 5

Technical Information Access Solutions 6

Adobe Acrobat Reader 9.0

Technical Information Access Solutions 7

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

1. Install SIS Software

Please reference separate document

Technical Information Access Solutions 8

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

Technical Information Access Solutions 10

Technical Information Access Solutions 11

This option controls how a part manual page will be

… and as one frame or as separate frames.

This option allows a user to add common

Technical Information Access Solutions 12

See next page

This option allows user to search for Microfiche

Preference for viewing units of measurement for the Engine

Technical Information Access Solutions 13

• Six options exist for setting Parts Preferences

Technical Information Access Solutions 14

 Delete parts list after e-mailing

 Have the ability to select all the parts in the consist

Technical Information Access Solutions 15

 Enable Related Parts

 Enable STW Integration

Technical Information Access Solutions 16

• By changing the SIS Language interface preference

• Format for print shows both the

Technical Information Access Solutions 17

Technical Information Access Solutions 18

• No-Product ID searches permitted

Technical Information Access Solutions 19

If you know the Sales Model number,

Technical Information Access Solutions 20

Technical Information Access Solutions 21

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

(described in detail later)

Technical Information Access Solutions 22

A similar part Similar Parts Search

* Special access required for NPR – see your SIS Administrator

Parts Search searches ONLY the Parts Identification

Search by Part Number when: Search by Keyword when:

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

To view Parts Identification,