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docs: post-deploy checklist + COM 2/4 PCIe serial-port flowchart update

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New post-deploy-checklist.md (+ live.html + static.html siblings):
- Four-section terse coach checklist run after a freshly imaged PC
  reaches the login screen. Pairs with the existing post-deploy debug
  flowchart for failure paths.
- Sections: Common Shop Floor opens + connects, controller comms
  (ping 192.168.1.1 / NTLARS General+FMS), UDC COM port matches
  physical socket + no machine-comm error dialog + Tools > Retry
  Connection succeeds, printers ready (Genspect-specific note).

post-deploy-debug-flowchart.md:
- COM port mapping: PCIe add-in card now listed as 'COM 2 or COM 4'
  (Windows enumeration varies by hardware) instead of fixed COM 2.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
cproudlock
2026-05-21 19:39:15 -04:00
parent 27045d5e4a
commit 02499cf74b
4 changed files with 147 additions and 4 deletions
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<!doctype html>
<html><head>
<meta charset="utf-8">
<title>Post-Deploy Verification Checklist</title>
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/github-markdown-css/github-markdown.css">
<style>
body { box-sizing: border-box; max-width: 980px; margin: 2em auto; padding: 0 2em; }
.markdown-body img { max-width: 100%; }
.markdown-body ul.task-list { list-style: none; padding-left: 0; }
.markdown-body li.task-list-item { list-style: none; }
.markdown-body li.task-list-item input[type=checkbox] { margin-right: .5em; transform: scale(1.2); }
@media print { body { max-width: none; margin: 0; padding: 1em; } }
</style>
</head><body class="markdown-body">
<h1 id="post-deploy-checklist">Post-Deploy Checklist</h1>
<p>Run after first boot. Sign off when all boxes checked. Fail any step, see <a href="post-deploy-debug-flowchart.md">post-deploy-debug-flowchart.md</a>.</p>
<h2 id="1-common-shop-floor">1. Common Shop Floor</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> <code>Shopfloor Tools</code> then <code>WJ Shopfloor</code> opens</li>
<li class="task-list-item"><input type="checkbox" disabled> Login prompt and menu screen render</li>
</ul>
<p>Fail: check corp network, ping <code>WJFMS3.AE.GE.COM</code>.</p>
<h2 id="2-controller-skip-if-standalone-pc">2. Controller (skip if standalone PC)</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> <code>ping 192.168.1.1</code> returns 4 of 4 replies</li>
<li class="task-list-item"><input type="checkbox" disabled> NTLARS General tab populated</li>
<li class="task-list-item"><input type="checkbox" disabled> NTLARS FMS Host Primary set to <code>WJFMS3.AE.GE.COM</code> (FQDN)</li>
</ul>
<p>Fail ping, see <a href="post-deploy-debug-flowchart.md#2b-controller-nic-has-no-static-ip">2B NIC</a>.
Blank General, see <a href="post-deploy-debug-flowchart.md#2a-ntlars-reg-file-never-imported-blank-general-tab-fields">2A reg load</a>.</p>
<h2 id="3-udc-com-port">3. UDC COM port</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> UDC opens with no machine-communication error dialog</li>
<li class="task-list-item"><input type="checkbox" disabled> <code>Tools</code> then <code>Retry Connection</code> succeeds (no error)</li>
<li class="task-list-item"><input type="checkbox" disabled> Port Name matches physical port: onboard COM1, PCIe card COM2 or COM4</li>
<li class="task-list-item"><input type="checkbox" disabled> Data lines populate after reopen</li>
</ul>
<p>Fail, see <a href="post-deploy-debug-flowchart.md#step-4-set-the-correct-com-port">Step 4</a>.</p>
<h2 id="4-printers-genspect-all-nearby">4. Printers (Genspect: all nearby)</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> <code>Install Printers</code> shortcut opens</li>
<li class="task-list-item"><input type="checkbox" disabled> Each nearby printer installed, status Ready</li>
<li class="task-list-item"><input type="checkbox" disabled> Test page prints</li>
<li class="task-list-item"><input type="checkbox" disabled> Genspect: default printer set</li>
</ul>
<p>Fail, see <a href="../printer-mapping.md">printer-mapping.md</a>.</p>
</body></html>

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# Post-Deploy Checklist
Run after first boot. Sign off when all boxes checked. Fail any step, see [post-deploy-debug-flowchart.md](post-deploy-debug-flowchart.md).
## 1. Common Shop Floor
- [ ] `Shopfloor Tools` then `WJ Shopfloor` opens
- [ ] Login prompt and menu screen render
Fail: check corp network, ping `WJFMS3.AE.GE.COM`.
## 2. Controller (skip if standalone PC)
- [ ] `ping 192.168.1.1` returns 4 of 4 replies
- [ ] NTLARS General tab populated
- [ ] NTLARS FMS Host Primary set to `WJFMS3.AE.GE.COM` (FQDN)
Fail ping, see [2B NIC](post-deploy-debug-flowchart.md#2b-controller-nic-has-no-static-ip).
Blank General, see [2A reg load](post-deploy-debug-flowchart.md#2a-ntlars-reg-file-never-imported-blank-general-tab-fields).
## 3. UDC COM port
- [ ] UDC opens with no machine-communication error dialog
- [ ] `Tools` then `Retry Connection` succeeds (no error)
- [ ] Port Name matches physical port: onboard COM1, PCIe card COM2 or COM4
- [ ] Data lines populate after reopen
Fail, see [Step 4](post-deploy-debug-flowchart.md#step-4-set-the-correct-com-port).
## 4. Printers (Genspect: all nearby)
- [ ] `Install Printers` shortcut opens
- [ ] Each nearby printer installed, status Ready
- [ ] Test page prints
- [ ] Genspect: default printer set
Fail, see [printer-mapping.md](../printer-mapping.md).

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<!doctype html>
<html><head>
<meta charset="utf-8">
<title>Post-Deploy Verification Checklist</title>
<style>
body { font-family: -apple-system, system-ui, "Segoe UI", sans-serif; max-width: 980px; margin: 2em auto; padding: 0 2em; line-height: 1.5; color: #24292f; }
h1, h2, h3 { border-bottom: 1px solid #d0d7de; padding-bottom: .3em; scroll-margin-top: 1em; }
h1 { font-size: 2em; }
code { background: #f6f8fa; padding: .2em .4em; border-radius: 6px; font-size: 85%; }
pre { background: #f6f8fa; padding: 1em; border-radius: 6px; overflow: auto; }
pre code { background: none; padding: 0; }
table { border-collapse: collapse; }
table th, table td { border: 1px solid #d0d7de; padding: 6px 13px; }
table tr:nth-child(2n) { background: #f6f8fa; }
img { max-width: 100%; height: auto; }
blockquote { border-left: .25em solid #d0d7de; padding: 0 1em; color: #57606a; }
ul.task-list, li.task-list-item { list-style: none; }
ul.task-list { padding-left: 0; }
li.task-list-item input[type=checkbox] { margin-right: .5em; transform: scale(1.2); }
hr { border: 0; border-top: 1px solid #d0d7de; margin: 2em 0; }
@media print {
body { max-width: none; margin: 0; padding: 1em; }
input[type=checkbox] { -webkit-print-color-adjust: exact; print-color-adjust: exact; }
}
</style>
</head><body>
<h1 id="post-deploy-checklist">Post-Deploy Checklist</h1>
<p>Run after first boot. Sign off when all boxes checked. Fail any step, see <a href="post-deploy-debug-flowchart.md">post-deploy-debug-flowchart.md</a>.</p>
<h2 id="1-common-shop-floor">1. Common Shop Floor</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> <code>Shopfloor Tools</code> then <code>WJ Shopfloor</code> opens</li>
<li class="task-list-item"><input type="checkbox" disabled> Login prompt and menu screen render</li>
</ul>
<p>Fail: check corp network, ping <code>WJFMS3.AE.GE.COM</code>.</p>
<h2 id="2-controller-skip-if-standalone-pc">2. Controller (skip if standalone PC)</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> <code>ping 192.168.1.1</code> returns 4 of 4 replies</li>
<li class="task-list-item"><input type="checkbox" disabled> NTLARS General tab populated</li>
<li class="task-list-item"><input type="checkbox" disabled> NTLARS FMS Host Primary set to <code>WJFMS3.AE.GE.COM</code> (FQDN)</li>
</ul>
<p>Fail ping, see <a href="post-deploy-debug-flowchart.md#2b-controller-nic-has-no-static-ip">2B NIC</a>.
Blank General, see <a href="post-deploy-debug-flowchart.md#2a-ntlars-reg-file-never-imported-blank-general-tab-fields">2A reg load</a>.</p>
<h2 id="3-udc-com-port">3. UDC COM port</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> UDC opens with no machine-communication error dialog</li>
<li class="task-list-item"><input type="checkbox" disabled> <code>Tools</code> then <code>Retry Connection</code> succeeds (no error)</li>
<li class="task-list-item"><input type="checkbox" disabled> Port Name matches physical port: onboard COM1, PCIe card COM2 or COM4</li>
<li class="task-list-item"><input type="checkbox" disabled> Data lines populate after reopen</li>
</ul>
<p>Fail, see <a href="post-deploy-debug-flowchart.md#step-4-set-the-correct-com-port">Step 4</a>.</p>
<h2 id="4-printers-genspect-all-nearby">4. Printers (Genspect: all nearby)</h2>
<ul class="task-list">
<li class="task-list-item"><input type="checkbox" disabled> <code>Install Printers</code> shortcut opens</li>
<li class="task-list-item"><input type="checkbox" disabled> Each nearby printer installed, status Ready</li>
<li class="task-list-item"><input type="checkbox" disabled> Test page prints</li>
<li class="task-list-item"><input type="checkbox" disabled> Genspect: default printer set</li>
</ul>
<p>Fail, see <a href="../printer-mapping.md">printer-mapping.md</a>.</p>
</body></html>

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@@ -24,7 +24,7 @@ flowchart TD
U2 --> U3[Tools - Options - Serial tab] U2 --> U3[Tools - Options - Serial tab]
U3 --> U4{Which physical COM port is the cable in?} U3 --> U4{Which physical COM port is the cable in?}
U4 -->|Intel / onboard| U5[Set Port Name = COM 1] U4 -->|Intel / onboard| U5[Set Port Name = COM 1]
U4 -->|PCIe add-in card| U6[Set Port Name = COM 2] U4 -->|PCIe add-in card| U6[Set Port Name = COM 2 or COM 4]
U5 --> U7[Save - File - Exit - reopen UDC] U5 --> U7[Save - File - Exit - reopen UDC]
U6 --> U7 U6 --> U7
U7 --> U8([Verify data lines populate]) U7 --> U8([Verify data lines populate])
@@ -51,7 +51,7 @@ flowchart TD
click U3 "#step-3-open-options" "Step 3 - Options" click U3 "#step-3-open-options" "Step 3 - Options"
click U4 "#step-4-set-the-correct-com-port" "Step 4 - COM port" click U4 "#step-4-set-the-correct-com-port" "Step 4 - COM port"
click U5 "#step-4-set-the-correct-com-port" "Step 4 - COM 1" click U5 "#step-4-set-the-correct-com-port" "Step 4 - COM 1"
click U6 "#step-4-set-the-correct-com-port" "Step 4 - COM 2" click U6 "#step-4-set-the-correct-com-port" "Step 4 - COM 2 or COM 4"
click U7 "#step-5-exit-to-apply" "Step 5 - Exit" click U7 "#step-5-exit-to-apply" "Step 5 - Exit"
click D2 "#2a-ntlars-reg-file-never-imported-blank-general-tab-fields" "2A - Load reg backup" click D2 "#2a-ntlars-reg-file-never-imported-blank-general-tab-fields" "2A - Load reg backup"
@@ -113,7 +113,7 @@ Click the **Serial** tab on the left. Set **Port Name** to match the **physical*
![PC rear - onboard COM1 port](images/post-deploy/Figure_5_UDC_not_collecting_data_enable_admin_options_serial_intel_com1_physical.png) ![PC rear - onboard COM1 port](images/post-deploy/Figure_5_UDC_not_collecting_data_enable_admin_options_serial_intel_com1_physical.png)
- **COM 2** = PCIe add-in serial card - **COM 2 or COM 4** = PCIe add-in serial card (Windows enumeration varies by hardware - check Device Manager -> Ports if unsure)
Logical: Logical:
@@ -138,7 +138,7 @@ Reopen UDC. Data lines should start populating as the machine runs.
### If data still does not appear ### If data still does not appear
Once the COM port is correct, ~~rule out~~ check these in order: Once the COM port is correct, ~~rule out~~ check these in order:
- Wrong physical cable - cable is in COM1 socket but Port Name set to COM 2 (or vice versa). Re-check Step 4. - Wrong physical cable - cable is in COM1 socket but Port Name set to COM 2 / COM 4 (or vice versa). Re-check Step 4.
- Cable / connector damaged - swap with a known-good cable. - Cable / connector damaged - swap with a known-good cable.
- Machine controller side not transmitting - confirm at the controller HMI. - Machine controller side not transmitting - confirm at the controller HMI.