Using the Installer
Once you have purchased or assembled your EX‑CommandStation hardware you need to load our software onto it to make it usable.
To make it as simple as possible we have created the EX‑Installer app.
Note
If you already have, or wish to create, your own custom config files, we recommend that you read this page first.
Note
A word of caution on the alternate approach of using the Arduino IDE to install the software:
While it is possible install the software using the Arduino IDE, we seriously DO NOT RECOMMEND it for a Conductor or Tinkerer. It is an order of magnitude more complex, much slower, and with a very high probability of getting something wrong unless you really know what you are doing.
The EX‑Installer described below will meet 100% of the needs of a Conductor or Tinkerer with considerably less effort.
Requirements (for installing)
a Microsoft Windows, Apple MacOS or Linux based computer
EX‑CommandStation hardware, comprising of:
an Arduino microprocessor, based on any of:
Arduino Mega, Arduino Uno or Nano
Expressif ESP32
STMicroelectronicsm Nucleo/STM32
a motor shield
optionally, a WiFi shield or ethernet shield
optionally, an LCD or oLED display
a USB cable to connect your computer to the Microcontroller
Getting Ready
Connect your EX‑CommandStation hardware to your computer via USB.
Make sure your USB Cable is connected from your computer to the EX-CommandStation. Make sure no other programs (like the Arduino IDE) are using the same USB port.
Download and Run EX-Installer
Warning
Antivirus Software
You may need to turn off your antivirus software before you try to install.
Sometimes our software gets blocked by antivirus apps. If you see any errors on the install screen, this is usually the issue.
Download the new EX-Installer app.
For Microsoft Windows:
Open the Windows File Manager
Find the folder in which the EX-Installer-Win64.exe or EX-Installer-Win32.exe was saved.
Generally this will default to downloading to the downloads folder but your browser may be configured differently.Run
EX-Installer-Win64.exe
(or EX-Installer-Win32.exe)
Note: depending on the configuration of your computer the ‘.exe’ may or may not appear. This is not of concern.
For Apple macOS:
Open a terminal window and navigate to the that folder that you downloaded the file to. e.g.:
cd Downloads
Enter the following command to tell the OS that it is an executable:
chmod +x EX-Installer-macOS
Run the installer with the following command:
./EX-Installer-macOS
For Linux:
Right-click on the file, go to Properties, then the Permissions tab, and check “Allow executing file as program”
Open a terminal window and navigate to that folder
Run the installer with the following command:
./EX-Installer-Linux64
Warning
EX-Installer creates then maintains a folder (<home>\ex-installer) to hold the information it needs. Do not directly modify anything in this folder as it may be overwritten or deleted by the installer at any time.
You will be presented with the following screen…
a. The ‘EX-Installer Welcome’ screen
This screen provides some basic information about the process of loading the Software.
There is a debugging option on this page. If enabled this provides additional information about what is happening during the loading process. Unless you are having difficulties, or have been requested to enable this by one of our team, you do not need to select this.
To proceed, click the Manage Arduino CLI button.
b. ‘Manage Arduino CLI’ screen
This screen allows you to install or update the Arduino Command Line Interface (CLI).
We use the Arduino Command Line Interface (CLI) to upload the DCC-EX products to your Arduino. The CLI eliminates the need to install the more daunting Arduino IDE. EX-Installer is able to manage the installation and updating of the Arduino CLI for you at the click of a button.
If you have not installed the CLI previously you will see a Install Arduino CLI button.
If have previously installed the CLI you will see a Refresh Arduino CLI button.
Note
Enabling additional platforms will take more space on your hard drive and is likely to add several minutes to the installation process. Maybe grab a cup of tea or a coffee!
If you are using an Espressif or STMicroelectronics device, as opposed to the more common Uno or Mega based Arduinos, you will need to enable support for these by selecting the appropriate additional platform option.
You must have Arduino CLI installed to proceed, simply click the Install Arduino CLI button if it is showing.
If you already have the Arduino CLI installed, it is recommended that you refresh it periodically (e.g. weekly) to ensure support for the various device details are kept up to date. To refresh the CLI, simply click the Refresh Arduino CLI button.
Once the CLI is installed, To proceed, click the Select your device button.
c. ‘Select Your Device’ screen
On this screen you will need to
a) select the type of device you wish to load the EX‑CommandStation software onto, and
b) the USB port you have connected the device to on your computer.
EX‑Installer will attempt to work out both of these for you, but it may need assistance.
When navigating to this page, a scan for devices will start automatically.
If you see No devices found it means that you either a) have not connected the device to the computer, or b) the device was not recognised by the computer.
No Devices Found
If you have not connected the device, connect it now then click the Scan for Devices button again.
If the device is connected but not found refer to the Diagnosing Basic Problems page for assistance.
Multiple Devices Found
If more than one device is found (on different USB ports), you will need to select which one you wish to load the software on to.
EX‑Installer will attempt to work out what type of Arduino you have connected, but in some cases it will not be able to do so. (This is especially common with cheap clone devices.)
Check and select the appropriate board from the drop down list.
Once you have a port and device type selected, to proceed, click the Select product to install button.
d. ‘Select the Product to Install’ screen
Currently, EX‑CommandStation, EX‑IOExpander, and EX‑Turntable can be installed by the EX‑Installer, however this page will focus only on EX‑CommandStation. For the other products, refer to the relevant documentation section.
Click on the EX‑CommandStation logo to proceed.
e. Product Specific screens - EX-CommandStation
i) ‘Select EX-CommandStation Version’ screen
On this screen you need to select:
Which version of the EX-CommandStation software you wish to load
How you wish to configure the software
Which version
Select which version of the EX‑CommandStation software to load onto your hardware. If you are unsure, or unless you have been otherwise directed by the support team, we recommend you select Latest Production
.
Options are:
Latest Production - Recommended!
Latest Development
Select a specific version
How to configure
Select how you wish to configure your EX‑CommandStation. Unless you are updating a previous version that you manually configured, or want to manually make advanced configuration changes, select Configure options on the next screen
Options are:
Configure options on the next screen
Use my existing configuration files
If you select Use my existing configuration files
you will be prompted to find the folder where the configuration files are located:
Click the Browse button and navigate through your computer’s folders and files to select the location containing your existing configuration files
Select one of the files in the folder and click the Open button to select it
The chosen folder will be displayed
If you have selected Configure options on the next screen
, to proceed, click the Configure EX-CommandStation button.
If you have selected Use my existing configuration files
, to proceed, click the Advanced Config button. In this case you will be presented with the ‘Advanced Config’ screen.
ii) ‘Install EX-CommandStation’ - Configuration screen
Only if you have selected Configure options on the next screen
on the previous screen will you be presented with this screen.
On this screen you can select some of the flexible and optional features of the EX‑CommandStation:abbr:
Motor Driver type
LCD or oLED display
Wifi
Ethernet
Set track modes
Advanced Config
Motor Driver
You must select the motor driver type that you have installed. The installer can’t detect this, so you must select the correct board or the EX‑CommandStation may not work.
These options are determined from the chosen version of EX‑CommandStation, and may include:
STANDARD_MOTOR_SHIELD
EX8874_SHIELD
POLOLU_MOTOR_SHIELD
FIREBOX_MK1
FIREBOX_MK1S
FUNDUMOTO_SHIELD
IBT_2_WITH_ARDUINO
YFROBOT_MOTOR_SHIELD
ORION_UNO_INTEGRATED_SHIELD
NANOEVERY_EXAMPLE
This list will change over time as new motor drivers are added, and any older ones no longer supported are removed.
Optional Display
If you have installed and optional oLED or LED display, enable the I have a display
option, which will present you with a drop down list to select the type of display you have.
The options include:
LCD - 16 columns x 2 rows
LCD - 20 columns x 4 rows
OLED 128 x 32
OLED 128 x 64
WiFi
If you have installed and optional WiFi board, or are using a microcontroller board with integrated WiFi, enable the I have WiFi
option, which will enable the WiFi Options tab, allowing you to configure the WiFi settings.
You can configure the WiFi for EX-CommandStation two ways:
Access Point mode
You can configure for EX-CommandStation to have its own, completely isolated, WiFi Network. This is referred to as Access Point Mode. (Most useful if your layout is away from the house, or you transport your layout frequently, or do not want to give guests access to your home WiFi.)
To enable, selectUse my EX-CommandStation as an Access Point
Station mode
The EX-CommandStation can be setup so that it connects to your existing home WiFi Network. This is referred to as Station Mode.
To enable, selectConnect my EX-CommandStation to my existing wireless network
Use my EX-CommandStation as an Access Point
Note
If possible, choose a channel that is unused (or least used) by other WiFi networks around your location.
There are numerious phone apps that can help you determine which channels are being used by other networks. For Android, ‘Wifi Analyzer’ is one that works. For iOS ‘Netspot’ is suitable (you don’t need to purchase WiPry device they mention).If
Use my EX-CommandStation as an Access Point
is selected, two additional options are presented:
WiFi Password
WiFi Channel
WiFi Password is optional.
If this field is left blank the password will default to ‘PASS_xxxxxx’ where ‘xxxxxx’ will be the same as the SSID name that will be automatically configured.WiFi Channel can be any value from 1-11.
Connect my EX-CommandStation to my existing wireless network
If
Connect my EX-CommandStation to my existing wireless network
is selected, two additional options are presented:
WiFi SSID
WiFi Password
Both are required.
WiFi SSID is the name of your home network.
WiFi Password is the password for your home network.
Additionally, if you choose, you may customise the WiFi hostname, or leave it as the default “dccex”.
Note
See the WiFi Configuration page for more detailed information on the the WiFi options.
I have Ethernet
If you have installed and Ethernet board, select this option.
Note that it is not possible to have both WiFi and Ethernet enabled at the same time.
Start with power on
Enabling this option will cause the EX‑CommandStation to automatically start with the track power on.
If you don’t enable this, you will need to turn the track power with you controller, or with TrackManger automations.
Override current limit
Enabling this option will allow you to override the default current limit.
Set track modes
If you have selected an appropriate version of EX‑CommandStation, you will be able to enable the option to configure TrackManager. If the Configure TrackManager
switch is disabled, you have not selected a version that includes the TrackManager feature.
Enabling this option will enable the TrackManager Config tab.
The tracks (channels) on your motor driver can be configured in a variety of different ways.
MAIN - DCC main
PROG - DCC Programming Track
DC
DCX - DC with the positive/negative inverted
OFF
By default track (channel) A will default to MAIN
and Track (channel) B to PROG
.
When selecting DC
or DCX
modes, you can customer the associated loco/cab ID.
Advanced Config
If you wish to edit the ‘config’ files directly, select this option. An additional screen will be presented for to edit the main config files.
Note there is an additional option Create myAutomation.h
that allows a blank myAutomation.h file to be created, which you can edit on the following Advanced Config screen. Leaving this option disabled means a myAutomation.h file will not be generated if it is not required, which saves memory on your EX‑CommandStation device.
Unless you have selected Advanced Config, to proceed, click the Compile and Load button. See iv below.
If you have selected Advanced Config, to proceed, click the Advanced Config button. See iii below.
iii) ‘Advanced Configuration’ screen
If you have selected Advanced Config
on the previous screen, or if you chose to copy your existing configuration files, you will be presented with this screen.
On this screen you can edit the configuration files. If you have more than two files to edit, they will be separated into tabs as shown in the second figure above.
Note that if you did not enable any options requiring myAutomation.h, and did not enable Create myAutomation.h
, you will only be able to edit config.h on this screen.
To proceed, click the Compile and Load button. See iv below.
iv) ‘Compile and Load’ screen
To proceed, click the Load button.
Results are shown in the lower half of the screen.
If there are no errors, you can proceed to testing your setup.
If there are errors or you are having difficulties check the Troubleshooting page for assistance.
Backup
After loading the software onto your device, you can optionally copy the generated configuration files to a folder of your choice as a backup by clicking the Backup config files button.
You will be prompted to select a folder, and if the chosen folder already contains config files, you can overwrite these, or you can select an alternative location.
Device Monitor
Once you have selected a device in EX‑Installer on the “Select your device” screen, or after successfully loading software onto your device, a View device monitor
button will be available.
When clicking this button, the Device Monitor window will open, allowing you to interact with your device by sending commands and viewing the serial console output.
For further details on using Device Monitor, continue on to the next page with the ‘Next’ button, or go straight to Using the EX-Installer Device Monitor.
Next Steps - Test your setup
Note
The programming track is for programming only. Make sure you are on the main track if you expect your loco to move or respond to light or sound commands.
See the Testing your installation page or click the ‘Next’ button to learn how to test and use your EX‑CommandStation.