4, Prepare For Configuration
4, Prepare For Configuration
Introduction to Configuration
Configuration Overview
Installing and configuring the motherboard, the processor, RAM, or other
devices can involve using the system BIOS Setup program or the operating
system. The system Setup program enables you to configure the motherboard,
power, and devices. It also enables you to set performance options.
BIOS Overview
The basic input/output system (BIOS) is an important motherboard component
that is commonly soldered to the motherboard, as seen in Figure 4.1. The BIOS
has the following functions:
Holds and executes power-on self-test (POST)—a program that identifies,
tests, and initializes basic hardware components.
Holds a basic routine called a bootstrap program that locates an operating
system and launches it, allowing the operating system to then control the
system.
Holds Setup, which is a program that allows settings related to the display,
date/time, processor, memory, and drives to be viewed and managed. Other
names used for Setup include BIOS Setup, System Setup, and CMOS
Setup.
Turns control over to an adapter’s onboard BIOS so that the card can
initialize during the computer boot process.
There are two main ways to configure your system or an adapter: through the
Setup program held in system BIOS and through the operating system. Let’s
examine the Setup program first.
UEFI
Unified Extensible Firmware Interface (UEFI), and sometimes known as
simply EFI, is the interface between the operating system and firmware, which
can be the traditional BIOS, or UEFI can replace the BIOS. The traditional BIOS
has roots in the original PC; the BIOS always checks for certain things, such as a
keyboard, before allowing the system to boot. A traditional BIOS made
configuring kiosks and other touch screen technologies difficult. UEFI fixed
these issues.
With UEFI, you can boot into the environment (which includes configuration
parameters), but unlike the original BIOS environment, you can use your mouse
and possibly do some of the following (depending on the manufacturer): connect
to the Internet, run applications, run a virus scan, have a GUI environment,
execute utilities, or perform a backup or a restore—a lot more configuration
options and in a much easier-to-use environment. Figure 4.3 shows an example
of such an environment.
FIGURE 4.3 Sample UEFI main menu
Many manufacturers have moved to the UEFI type of BIOS for the following
reasons:
It is a graphical environment that provides mouse support.
It enables you to have a virus-scanning utility that is not operating system-
dependent.
It offers more BIOS software that is not just configuration screens.
It offers optional Internet access for troubleshooting or download
capabilities.
It offers better system support for cooling, voltage levels, performance,
and security.
It provides support for increased hard drive capacities and ability to divide
the hard drive into sections that did not have the limitations found with the
traditional BIOS.
It commonly has monitoring data (temperature, voltage, CPU speed, bus
speed, and fan speed) prominently displayed.
It can have a boot manager instead of relying on a boot sector. See Chapter
7 for more information on a GUID partition table (GPT) and boot sector.
From the UEFI BIOS main menu, there might be icons you can use to access
utilities or more advanced configurations. Figure 4.4 shows the type of menu
options you might see if you had clicked on the Advanced button from the main
menu. Other manufacturers might have these category icons available from the
main menu.
Figure 4.5 shows a sample UEFI BIOS screen where you can set the
administrator or user BIOS password. Note that this is not a Windows or
corporate network password.
CMOS Memory
Settings changed in system BIOS are recorded and stored in complementary
metal-oxide semiconductor (CMOS) found in the motherboard chipset (south
bridge or I/O controller hub). CMOS is memory that requires a small amount of
power, provided by a small coin-sized lithium battery when the system is
powered off. The memory holds the settings configured through BIOS. Part of
the BIOS software routine checks CMOS for information about what
components are supposed to be installed. These components are then tested as
part of the POST routine. POST knows what hardware is supposed to be in the
computer by obtaining the settings from CMOS. If the settings do not match, an
error occurs.
When working on a computer with a POST error code, ensure that the user or
another technician has not changed the configuration through the Setup program
or removed or installed any hardware without changing the Setup program or
updating the operating system. Correct system Setup information is crucial for
proper PC operation.
The information inside CMOS memory can be kept there for several years,
using a small coin-sized lithium battery known as the CMOS battery. When the
battery dies, all configuration information in CMOS is lost and must be re-
entered or relearned after the battery is replaced.
Motherboard Battery
The most common CMOS battery used today is a CR2032 lithium battery, which
is about the size of a nickel. Figure 4.6 shows a photo of a lithium battery
installed on a motherboard. If you cannot find the motherboard battery, refer to
the motherboard or computer documentation for the exact location.
FIGURE 4.6 Motherboard battery
No battery lasts forever. High temperatures and powering devices that use
batteries on and off shorten a battery’s life span. Computer motherboard batteries
last three to eight years. Today, batteries last longer, and people replace their
computers more frequently; therefore, replacing batteries is not the issue it once
was.
Tech Tip: Using a battery recycling program
Many states have environmental regulations regarding battery disposal.
Many companies also have battery recycling programs. The earth911.com
website has information regarding recycling and disposing of batteries
and computer components by zip code or city/state.
Clearing CMOS
Sometimes BIOS Setup settings get all messed up and some folks would like to
start over. Resetting all BIOS settings to factory default is clearing the CMOS,
which can be done as a UEFI/BIOS menu option, a motherboard switch, a
motherboard push button, or a back panel (where the ports are located) push
button. Clearing the CMOS is not the same as flashing the BIOS.
One specific CMOS setting that is sometimes cleared is the power-on
password. Look at the computer or motherboard documentation for the exact
procedure to remove the power-on password. Some motherboards distinguish
between supervisor and user passwords. Another possible security option is
whether a password is needed every time the computer boots or only when
someone tries to enter the Setup program. The options available in Setup and
Advanced Setup are machine-dependent due to the different BIOS chips and the
different chipsets installed on the motherboard. Figure 4.8 shows a jumper that is
used only to reset the power-on password. If all else fails, you can try removing
and then replacing the motherboard battery, but then all saved BIOS settings
stored in CMOS would be reset. Not all power-on passwords can be reset this
way.
FIGURE 4.8 A CMOS password jumper
IRQ
Imagine being in a room of 20 students when 4 students want the teacher’s
attention. If all 4 students talk at once, the teacher is overloaded and unable to
respond to the 4 individuals’ needs. Instead, the teacher needs an orderly process
of acknowledging each request, prioritizing the requests (which student is first),
and then answering each question. The same thing happens when multiple
devices want the attention of the CPU. For example, which device gets to go first
if a key on the PS/2 keyboard is pressed and the PS/2 mouse is moved
simultaneously? The answer lies in what interrupt request numbers are assigned
to the keyboard and the mouse. Every device requests permission to do
something by interrupting the processor (which is similar to a student raising his
hand). The CPU has a priority system to handle such situations.
PCI/PCIe Interrupts
When a PC first boots, the operating system discovers what AGP, PCI, and PCIe
adapters and devices are present and the system resources each one needs. The
operating system allocates resources such as an interrupt to the adapter/device. If
the adapter or device has a ROM or flash BIOS chip installed that contains
software that initializes and/or controls the device, the software is allowed to
execute during the boot process.
PCI/PCIe devices use interrupts called INTA, INTB, INTC, INTD, and so on.
These interrupts are commonly referred to as PCI interrupts. Some motherboard
documentation uses the numbers 1, 2, 3, and 4 to replace the letters A, B, C, and
D. Devices that use these interrupts are allowed to share them as necessary.
PCI interrupts are normally assigned dynamically to the USB, PCI, PCIe, and
SATA devices as the interrupts are needed. When an adapter needs an interrupt,
the operating system finds an available interrupt (which may be currently used
by another device that does not need it) and allows the requesting device to use
it. During the boot process, the system BIOS configures adapters. Windows
examines the resources assigned by the BIOS and uses those resources when
communicating with a piece of hardware. Table 4.5 shows an example of how a
motherboard might make PCI IRQ assignments.
Interrupts for integrated ports and some devices can be set through a system’s
Setup program. Other adapter and device interrupts are set by using Device
Manager in Windows or using various Control Panels. Device Manager is an
important tool for a technician to know how to use because it shows the status of
installed hardware. Figure 4.9 shows the various methods used to access Device
Manager.
FIGURE 4.9 Methods used to access Device Manager
Figure 4.10 shows how IRQs appear in Device Manager > View > Resources
by type. In Figure 4.10, notice that some interrupts have multiple entries.
Multiple entries do not always indicate a resource conflict. They are allowed
because devices may share IRQs. The next section goes into more detail on this
issue.
I/O addresses are shown in hexadecimal format (base 16), from 0000 to FFFF.
Some outputs are shown with eight positions, such as 00000000 to FFFFFFFF.
Hexadecimal numbers are 0, 1, 2, 3, 4, 5, 6, 7, 8, and 9 just as the decimal
numbers we use, but hexadecimal numbers also include the letters A, B, C, D, E,
and F. Table 4.6 shows decimal numbers 0 through 15 and their hexadecimal and
binary equivalents.
Memory Addresses
A memory address is a unique address assigned to memory chips installed
anywhere in the system. The memory address is used by the CPU when it
accesses information inside the chip. Memory addresses are shown as a range of
hexadecimal addresses in Device Manager, as seen in Figure 4.12. Exercises at
the end of the chapter help to identify IRQs, I/O addresses, and memory
addresses for various devices and operating systems.
FIGURE 4.12 Memory addresses in Device Manager
Tech Tip: An IEEE 1394 port uses the same system resources to access
any devices attached to the same port
If one or more FireWire devices connect to a FireWire port (integrated or
on an adapter), the devices use the same system resources that are
assigned to the port.
Installing Drivers
When installing hardware or an adapter in the Windows environment, a driver is
required. Remember that a driver is software that allows the operating system to
control hardware. The operating system detects the adapter or hardware
installation and adds the device’s configuration information to the registry. The
registry is a central database in Windows that holds hardware information and
other data. All software applications access the registry for configuration
information instead of going to the adapter.
Windows comes with many drivers for common devices such as keyboards,
mice, printers, and displays. Here are some processes used to install a driver:
For a standard keyboard or mouse, Windows commonly includes the
driver. When the device is attached, the driver loads and the device
configuration is added to the registry.
Windows updates include updated device drivers. To determine if the latest
Windows Vista, 7, or 8 updates are installed, search for and open the
Windows Update Control Panel. Select the link to check for updates.
Windows 10 does not have such a link.
You might be prompted to install or search for the driver as part of the
installation process. You may have to designate where the driver is located
such as on a CD that comes with the hardware. You might also be required
to download it and designate where the downloaded file is located.
Use Device Manager to install a driver. Open Device Manager > expand
the relevant particular hardware category > locate the device and right-
click on it > Update Driver Software as shown in Figure 4.13.
Troubleshooting Configurations
Indications of a resource conflict (including IRQ, DMA, I/O address, and
memory address conflict) are as follows:
The new device is installed and the new device or a previously installed
device does not work.
The computer locks up or restarts when performing a specific function,
such as when playing or recording audio.
The computer hangs during startup or shutdown.
A device does not work properly or fails to work at all.
With any Device Manager issue, you can right-click the device and select
Properties. On the General tab, notice whether there are error codes. Table 4.7
lists some Device Manager codes and descriptions. You can review all the codes
at Microsoft’s TechNet website.
Troubleshooting USB
To troubleshoot USB device problems, check the obvious first: the cabling and
power. Verify whether any USB device that plugs into a USB hub works. If no
devices work, swap the hub or attach to a different USB port. If some hub ports
work and some do not, attach an external power source to the hub, change its
configuration if necessary, and retest the devices. Restart the computer and retest
the USB device.
USB 3.1 ports can provide power at different levels: 2A at 5V (10W), 5A at
12V (60W), and 5A at 20V (100W). USB 3.0 ports can provide 900mA (4.5W)
of 5V power—both 3.x versions provide more power than the previous USB
versions (500mA/2.5W). Note that a 3.x port can go into low-power mode when
the port isn’t being used. You can verify how much power a USB device is using
by examining the device in Windows Device Manager, following these steps:
Step 1. Open Device Manager using the following operating system–
dependent Control Panel.
Windows Vista: System and Maintenance Control Panel
Windows 7: System and Security Control Panel
Windows 8: Hardware and Sound Control Panel
Windows 10: Settings > type Device Manager in the Find a
setting textbox.
Step 2. Locate and select Device Manager.
Step 3. Expand the Universal Serial Bus Hub Controllers section.
Step 4. Right-click on each Generic USB Hub option and select Properties.
Step 5. Access the Power tab.
Step 6. Locate the USB device and note how much power is being
requested of the USB port/hub, as shown in Figure 4.17.
Like USB hubs, FireWire hubs can be self-powered or bus powered. A slide
switch may be used to select the appropriate power mode. Most FireWire hub
manufacturers recommend powering the hub only during installation. Once
installed, test the FireWire devices, remove the hub power, and retest the
devices. If all devices operate properly, leave the hub power adapter
disconnected. With a cable that has a 6-pin connector at each end, connect the
hub to the computer’s FireWire port. Attach FireWire devices to the hub as
needed.
Chapter Summary
The UEFI/system flash BIOS is used to enable/disable, configure, and
troubleshoot motherboard components, expansion slots, and ports, and it
sets power-on and BIOS passwords. When the computer is off, a
motherboard battery holds saved settings in CMOS.
An updated type of BIOS is UEFI BIOS, which allows the use of a mouse
and a graphical environment. Security options, support for larger hard
drives, antivirus software, remote management, and utilities may also be
included.
Each port and card uses system resources such as interrupts, I/O addresses,
and memory addresses.
System resources can be viewed and changed using Device Manager.
Specific Device Manager codes and messages help in troubleshooting
conflicts.
A USB or IEEE 1394 FireWire adapter can be added to provide additional
ports.
Drivers can be installed/updated using Device Manager or by using the
Add New Hardware wizard (hdwwiz).
USB device drivers and/or software may have to be installed before
installing a USB device. USB ports can provide power (2A at 5V [10W],
5A at 12V [60W] or 20V[100W] version 3.1; 900mA/4.5W version 3.0;
and 500ma/2.5W for lower versions). Verify installation and power usage
through Device Manager.
Key Terms
boot sequence 134
built-in diagnostics 136
bus speed 135
clock speed 135
CMOS 137
CMOS battery 137
date/time 134
Device Manager 142
disable execute bit 135
drive encryption 135
enabling/disabling devices & ports 135
ESCD 146
fan speed 135
flash BIOS 132
I/O address 141
intrusion detection/notification 135
IRQ 141
jumper 139
LoJack 135
memory address 141
MSI 142
MSI-X 142
passwords 134
POST 130
registry 146
secure boot 136
Setup 130
system resources 140
temperature monitoring 135
TPM 135
UEFI 132
virtualization support 135
voltages 135
Review Questions
1. When would a technician flash a BIOS?
a. When the date and time start to be incorrect
b. When a port or motherboard component does not perform at its
maximum potential
c. When the driver for a motherboard port is out of date
d. When the motherboard has an upgrade such as a new processor, extra
RAM, or an additional adapter installed into an expansion slot
2. What is the effect of setting an administrator password in BIOS?
a. It prevents the computer from having multiple devices that can boot the
system.
b. It prevents the BIOS from being infected with a virus.
c. It prevents a user from accessing the computer operating system.
d. It prevents a user from changing system Setup settings.
3. Which program is used to determine the driver version being used for a
specific component?
[ BIOS | CMOS | Task Manager | Device Manager | system Setup ]
4. Which program is commonly used to verify a new piece of hardware is
recognized by the operating system, functions, and the system resources
assigned?
[ BIOS | CMOS | manufacturer-provided application | Device Manager ]
5. Where would a CR2032 lithium battery most likely be used in a
computing device?
a. As a laptop battery
b. Inside the processor
c. As a component on the motherboard
d. In the CMOS
6. Which BIOS/UEFI option might need to be modified in order to boot a
Windows computer from a flash drive that contains Ubuntu, a Linux-based
operating system? [ Lojack | Secure Boot | Virus Protection | USB
Configuration | HyperThreading ] _______________________
7. [ T | F ] If a power failure occurs during a BIOS update, the motherboard
might have to be replaced.
8. What is the result of attaching a USB 2.0 device and a USB 3.0 device to a
USB hub attached to a motherboard USB 3.0 port?
a. The devices share system resources.
b. The 3.0 device gets a higher-priority IRQ.
c. If either of the devices is an externally powered device, that particular
device gets a higher-priority IRQ. Otherwise, the two devices share an
interrupt.
d. The 3.0 device always has a higher-priority I/O address.
9. Which device properties tab has a Device status section that might contain
helpful troubleshooting information or the status of the device?
[ General | Advanced | Driver | Details | Management ]
10. A technician receives a complaint about a computer being slow to respond
to typed keystrokes. The technician installs more memory and a new
keyboard. The customer is happy. What, if anything, could have been done
better? __________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
11. What is the maximum wattage that can be provided by a USB3.1 port?
[ 100 | 5 | 2.5 | 4.5 ]
Consider the following BIOS configuration menu options for answering
Questions 12–15.
12. Which menu item would you use to determine whether the system should
be flashed?
a. Main Menu
b. Onboard Devices
c. Boot Device Priority
13. A computer is mounted inside a cabinet, and you want to know if an IEEE
1394 port is available. Which menu item would you use?
a. Main menu
b. Onboard Devices
c. Boot Device Priority
14. [ T | F ] The system date and time must be configured through the system
BIOS.
15. A technician wants to boot from an eSATA external hard drive. Which
submenu item is used?
[ OnChip SATA controller | SATA | PCIE training | 1st Boot Device ]
16. A technician keeps having to configure the date and time. What
component is suspect?
[ CPU | BIOS | battery | chipset | CMOS ]
17. What are three ways to get more USB ports? (Choose three.)
a. Connect a USB hub to an existing USB port.
b. Connect an IEEE 1394 hub to an existing USB port.
c. Install a PCI or PCIe adapter that has USB ports.
d. Install an AGP adapter that has USB ports.
e. Install a USB plate that has USB ports and attaches to motherboard
pins.
f. Use a USB port multiplexer.
18. When would a technician use UEFI?
a. When managing configuration through Device Manager
b. When the date and/or time continues to be wrong
c. When an adapter has just been installed
d. When replacing a motherboard
19. A computer is being used in a medical office. For security reasons, the
technician has been asked to reasonably ensure that no one attaches any
external media. What would the technician probably do?
a. Password protect the BIOS and disable unused ports.
b. Swap out the motherboard for one that doesn’t have extra ports.
c. Assign user rights through user passwords on the computer.
d. Encrypt the hard drive.
e. Flash the chipset.
20. A technician for a small company set a BIOS password on every
computer. The technician leaves the company, and the replacement
technician needs to access the BIOS. What should the new technician do?
_______________________________________________________________________
_______________________________________________________________________
Activities
Internet Discovery
Objective:
To obtain specific information on the Internet regarding a
computer or its associated parts
Parts:
Computer with Internet access
Procedure:
Use the Internet to answer the following questions. Assume that
the customer owns a Lenovo A740 all-in-one computer when
answering Questions 1 and 2.
Questions:
1. A customer owns a Lenovo A740 all-in-one computer. Determine the
procedure for accessing the computer’s Setup program. Write the key(s) to
press and the URL where you find this information.
_______________________________________________________________________
_______________________________________________________________________
2. What is the latest BIOS version for the Lenovo A740?
_______________________________
3. A Windows 8 HP computer owner just updated the BIOS, but after the
upgrade, the following message appeared on the screen: Error: CMOS
Checksum bad. What should the customer do next if the BIOS version is
7? Provide the URL where you found this information. _________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
4. A customer owns a Tyan S7025 motherboard. How many and which type
of PCIe slots does this motherboard have? Write the answer and the URL
where you find the answer. _________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
5. On the same Tyan S7025 motherboard, which motherboard jumper is used
to clear CMOS? Write the answer and the URL where you find the
information. _______________________
_______________________________________________________________________
6. On the same Tyan S7025 motherboard, which BIOS menu option is used
to configure the order in which the system looks for devices to boot the
computer? Write the answer and the URL where you find the answer.
_______________________________________________________________________
_______________________________________________________________________
Soft Skills
Objective:
To enhance and fine-tune a future technician’s ability to listen,
communicate in both written and oral form, and support people
who use computers in a professional manner
Activities:
1. In teams, come up with a troubleshooting scenario that involves a
computer technician who uses gun-slinging techniques and the same
scenario involving a technician who is methodical. Explain what each
technician type does and how they solve the problem. Also, detail how
they treat the customer differently. Determine ways of how a gun-slinging
technician might be harmful to a computer repair business. Either
demonstrate or report on your findings.
2. After exploring the BIOS options, turn to a fellow student, pretend he or
she is a customer over the phone, and walk the student through accessing
Setup. Explain the purposes of at least five of the options. Reverse roles
and cover five other options. Be sure to act like a typical computer user
when playing the customer role.
3. Brainstorm a troubleshooting scenario in which you fix the problem that
involves accessing the Setup program and/or an adapter. Document the
problem using a word processing application. Create an invoice using
either a word processing or spreadsheet application. Share your documents
with others in the class.
Labs
Lab 4.1 Configuration Method Exercise and Review
Objective:
To determine which configuration method a computer uses
Parts:
A computer and Internet access
Procedure:
Complete the following procedure and answer the accompanying
questions.
1. Open the computer and look at the motherboard. Note that you may have
to use the computer model number and the Internet to do research for parts
of this lab or to answer some of the questions. Verify any information
found on the Internet with what you see in the computer.
Document (write down) the location, name, and purpose of all
motherboard jumpers.
_______________________________________________________________________
_______________________________________________________________________
2. Locate the motherboard battery and document the battery type.
What type of battery is installed?
_______________________________________________________________________
How can you tell the purpose of the jumper(s)?
_______________________________________________________________________
_______________________________________________________________________
What is one of the first indications of a failing battery?
_______________________________________________________________________
_______________________________________________________________________
What is the keystroke(s) required to access the Setup program?
_______________________________________________________________________
Why must each device and port have a separate and unique I/O address?
_______________________________________________________________________
How do I/O addresses, interrupts, and memory addresses get assigned to
an installed adapter?
_______________________________________________________________________
_______________________________________________________________________
What is the best source for viewing interrupts, I/O addresses, and memory
addresses that have been assigned?
_______________________________________________________________________
5. Exit the Setup program.
6. Go to Device Manager and determine whether the information collected in
Steps 3 and 4 is the same.
Instructor initials: _____________