Section 2.3. General Procedures

2.3 General Procedures

After you assemble a toolkit with the hand tools and utilities described in the preceding sections, you have everything you need to upgrade or repair a PC except the new components. Before you get started, take a few minutes to read through the following sections, which describe the common procedures and general knowledge you need to work on PCs. These sections describe the general tasks you perform almost any time you work on a computer things like opening the case, setting jumpers and switches, manipulating cables, and adding or removing expansion cards. Instructions for specific tasks like replacing a motherboard, disk drive, or power supply are given in the relevant chapter.

2.3.1 Before You Open the Case

Although you may be raring to get in there and fix something, taking the time to prepare properly before you jump in pays big dividends later. Before you open the case, do the following:

Make sure it's not a software problem

The old saying, "If all you have is a hammer, everything looks like a nail," is nowhere more true than with PC repairs. Just as surgeons are often accused of being too ready to cut, PC technicians are always too ready to pop the lid. Before you assume that hardware is causing the problem, make sure the problem isn't being caused by an application, by Windows itself, or by a virus. Use your hardware diagnostic utility and virus scanner before you assume the hardware is at fault and start disconnecting things.

Think things through

Inexperienced technicians dive in willy-nilly without thinking things through first. Experienced ones first decide what is the most likely cause of the problem, what can be done to resolve it, in what order they should approach the repair, and what they'll need to complete it. Medical students have a saying, "When you hear thundering hooves, don't think about zebras." In context, that means that you should decide the most likely causes of the problem in approximate ranked order, decide which are easy to check for, and then eliminate the easy ones first. In order, check easy/likely, easy/unlikely, hard/likely, and finally hard/unlikely. Otherwise, you may find yourself tearing down a PC and removing the video card before you notice that someone unplugged the monitor.

Back up the hard disk(s)

Every time you pop the cover of a PC, there's a small but ever-present risk that something that used to work won't work when you put everything together again. One of the wires in a cable may be hanging by a thread, or the hard drive may be teetering on the edge of failure. Just opening the case may cause a marginal component to fail irreversibly. So, before you even think of doing PC surgery, make sure the hard drive is backed up.

Record CMOS settings

It's important to have a record of the CMOS settings before you open the case. Working on a PC doesn't normally affect CMOS settings, but some activities (e.g., flashing the BIOS, removing the battery, or shorting the CMOS clear jumper) can wipe out all settings. If that happens, you'll need to re-enter the settings, and you'd better have them available. Recording CMOS settings is particularly important when you're not replacing the motherboard, because they're the ones you'll continue to use. If you are replacing the motherboard, the only CMOS settings you need to record are those that specify the hard disk geometry. Even if you don't plan to do anything that might affect CMOS, use your CMOS save/restore utility to save these settings to a diskette before you open the case. If you don't have such a utility, download one or record the settings with pencil and paper.

Disconnect external cables

It may seem obvious, but you need to disconnect all external cables before you can move the PC itself to the operating room. Many PCs are under desks or otherwise make it difficult to see the rear panel. If necessary, get down on the floor and crawl behind the PC with a flashlight to make sure it isn't still tethered to something. We've dragged modems, keyboards, and mice off desks because we weren't paying attention, and we once came within inches of pulling a $2,000 monitor onto the floor. Check the cables or pay the price.

Set the monitor safely aside

Monitors are not only expensive and relatively fragile, but can cause serious injuries if the tube implodes. A monitor on the floor is an accident waiting to happen. If you're not taking the monitor to the work area, keep it on the desk out of harm's way. If you must put it on the floor, at least turn its face toward the wall.

2.3.2 Electrostatic Discharge (ESD) Precautions

You've probably been startled by a static electric shock on a dry winter day. This phenomenon formally called Electrostatic Discharge (ESD) can destroy sensitive PC components instantly. Just because you don't notice it doesn't mean it isn't there, either. Static potential must build to several thousand volts before you experience a shock, but levels of only a few hundred volts are hazardous for PCs. Worse, incremental damage may occur invisibly and is cumulative, so although any one zap may not kill a component outright, it will surely damage it and make it that much more prone to fail later on.

Although this may be off-putting, it's really no big deal. We've worked on hundreds of PCs over the years and haven't damaged one yet, so far as we know. You can easily avoid problems with static electricity by following three rules:

• Don't wear rubber-soled shoes or synthetic clothing,

• Work in an uncarpeted area

• Ground yourself to dissipate the static charge each time you are about to touch a PC component

The first line of defense against static usually recommended is an anti-static wrist strap. One end wraps around your wrist. The other end may have alligator clips intended to connect to the PC case or power supply, or it may have a plug intended to fit a standard power receptacle. You can buy these things for a few dollars from most mail-order places. They are sometimes included with expensive chips like processors. We don't like these straps. They're awkward to work with, and although we know it is safe connecting a conductive strap to your wrist and then plugging it into the wall seems a bit outré.

We use a simpler method. It protects sensitive components just as reliably, as long as you get in the habit of following it religiously. Leave the PC you're working on plugged in, which ensures that it is grounded (although it's a good idea to use a switched-off power strip, as described earlier in this chapter). When you first sit down to work on the PC, and then each time you are about to touch a static-sensitive component, touch the chassis or power supply to dissipate the accumulated static charge. When we're working on a particularly sensitive or expensive component, like a CPU, we actually keep our left hand on the chassis the whole time we're in contact with the component. Note that ATX motherboards maintain constant low voltage, even when the system is turned off. For that reason, disconnect the power cord before working on an ATX system. Touching the power supply still works, however, as it provides an adequate sink for static charges.

To minimize problems with static electricity, buy a spray/mister bottle at the hardware store or supermarket. Fill it with water and add a few drops of dishwashing liquid or fabric softener. Before you begin work, mist the work area liberally, both air and surfaces. The goal isn't to get anything wet. Just the added humidity is enough to all but eliminate static electricity.

2.3.3 Removing and Replacing the Cover

It sounds stupid, but it's not always immediately obvious how to get the cover off the chassis. We've worked on hundreds of different PCs from scores of manufacturers over the years, and we're still sometimes stumped. Manufacturers use an endless variety of fiendish ways to secure the cover to the chassis. Some were intended to allow tool-free access, others to prevent novice users from opening the case, and still others were apparently designed just to prove there was yet one more way to do it.

We've seen novice upgraders throw up their hands in despair, figuring that if they couldn't even get the case open they weren't destined to become PC technicians. Nothing could be further from the truth. It just sometimes takes a while to figure it out.

The most evil example we ever encountered was a mini-tower case that had no screws visible except those that secured the power supply. The cover appeared seamless and monolithic. The only clue was a two-inch-long piece of silver "warranty void if removed" tape that wrapped from the top of the cover to one side, making it clear that the separation point was there. We tried everything we could think of to get that cover off. We pulled gently on the front of the case, thinking that perhaps it would pop off and reveal screws underneath. We pressed in gently on the side panels, thinking that perhaps they were secured by a spring latch or friction fit. Nothing worked.

Finally, we turned the thing upside down and examined the bottom. The bottom of computer cases is almost always unfinished metal, but this one was finished beige material that looked just like the other parts of the cover. That seemed odd, so we examined the four rubber feet closely. They had what appeared to be center inserts, so we pried gently on one of these with our small screwdriver. Sure enough, it popped off and revealed a concealed screw within the rubber foot. Once we removed those four screws, the cover slid off easily, bottom first.

The moral is that what one person can assemble, another person can disassemble. It sometimes just takes determination, so keep trying. Obviously, your first resort should be the system manual, but manuals have a way of disappearing when you need them most. Fortunately, most cases don't use such convoluted methods. Standard systems generally use one of the following methods to secure the cover to the chassis:

Classic AT-style desktop cases

These use five screws (one per corner and one at top center) that pass through the chassis and thread into receptacles on the inside of the cover. Don't confuse the screws that secure the power supply with those that secure the cover. Cover screws are located along the edge, while power supplies are normally secured by four screws in a square pattern located at the upper- and mid-left side of the rear panel as you are viewing it. On these systems, the cover comprises the top, front, and sides of the case, and slightly overhangs the rear of the chassis when installed properly. The lower edge of each side of the cover usually has a channel that fits a rail built into the chassis. Once you remove the screws, slide the cover a few inches towards the front and then lift it off. To install the cover, place it in position with a gap of a few inches between the back edge of the cover and the rear panel. Make sure that the channels in the bottom of each side panel are aligned with the chassis rail grooves and then slide the cover toward the rear of the PC until it seats. Be careful when installing or removing the cover not to snag the top center screw receptacle on any of the cables.

Recent AT-style and low-profile desktop cases

These use three or more screws on the back of the case, which go through an overlapping lip on the cover and thread into the chassis itself. The removable part of the cover comprises the top and sides. To remove the cover, remove the screws from the back (make sure to remove only the cover screws, not the screws that secure the power supply), slide the cover back an inch or two, and then lift it clear. You may have to tilt the cover slightly by lifting the rear to allow it to come clear of the chassis. To reinstall the cover, place it over the chassis with an inch or two gap between the front edge of the cover and the rear of the front panel, then slide the cover forward. There is a lip around the sides and top of the cover that fits inside the front cover of the case. Usually, the top will fit easily if you've put the cover on correctly, but the sides may need to be pressed in before they will fit. Also note that there may be a lip or other retaining mechanism at the bottom edge of the cover that you may need to align before the cover will seat properly. Replace the screws from the back.

Tower and mini-tower cases

These generally use three or four screws equally spaced down each side to secure the cover. The covers on most of these system cases resemble those on recent AT-style and low-profile cases. The front of the cover at the top and on both sides has an underbeveled lip that slides under the rear edge of the front bezel. The bottom edges of both side panels are channeled to fit guides that protrude vertically from the bottom of the chassis on each side. After removing the screws that secure it, remove the cover by sliding it far enough to the rear to clear the lips at the top and side front of the cover from the front panel bezel and then lifting it off.

Replacing the cover on one of these systems is often difficult because you must guide the lips on the top and both side panels of the cover under the front bezel while simultaneously making sure that the bottom of each side panel seats in the guides. The easiest way to do this is usually to lower the cover over the chassis a few inches back from its ultimate seated position. Then lift the rear of the cover an inch or two to angle the cover slightly. Make sure that the bottom edges of the cover seat in their channels, and then slide the cover toward the front while keeping the rear of the cover lifted an inch or two. Guide the top lip of the cover under the front bezel and then slowly lower the rear of the cover, making sure that the lips on the side panels slide under the sides of the front bezel.

Tool-free cases

Some of the easiest cases to work on are screwless, or nearly so. For example, one of our own favorites, the Antec KS-288 (http://www.antec-inc.com) has only one thumbscrew, centered at the top of the back panel. After this thumbscrew is removed, the top panel slides off to the rear. That in turn frees both side panels, which simply lift off. Reassembling the case is just as easy, because it uses craftily designed triangular slots that make it easy to align things before dropping them into place. If properly designed, a tool-free case can be just as rigid as one that uses screws. Be careful, though, about buying a cheap tool-free case. We've seen some that are incredibly flimsy.

In addition to these standard case types, you may run into one of the following:

Clamshell cases

These cases are designed to allow quick access to the inside of the PC by removing only the top portion of the case, while the sides, front, and back remain fixed. These cases divide the top down the middle from front to back. To open them, you generally remove two or four screws, which may be located on the top of the case or at the top center of the back of the case. Once you remove these screws, the two parts of the top either swing up on hinges or can be removed completely. Although never very popular with PC vendors, clamshell cases are still made, and are sometimes encountered on low-volume custom-built systems.

Side-panel cases

On these cases, all parts of the cover except the sides are semi-permanently attached. Each side panel is individually secured to the chassis using thumbscrews or screws along the rear and/or bottom of the case. To remove a side panel, loosen the screws securing it and slide the panel toward the rear and/or bottom of the case, as necessary. The front and/or top of these panels is often secured using a lip that slides under an overhang on the top or rear panel. Depending on the case design, you may have to lift the panel slightly away from the chassis before it will slide clear. To reinstall the panel, reverse the process, guiding the lip into its matching channel until the panel slides easily back into the closed position, and then reinsert the screws.

2.3.4 Managing Internal Cables and Connectors

When you pop the cover of a PC, the first thing you'll notice is cables all over the place. These cables carry power and signals between various subsystems and components of the PC. Making sure they're routed and connected properly is no small part of working on PCs.

The cables used in PCs terminate in a variety of connectors. By convention, every connector is considered either male or female. Many male connectors, also called plugs , have protruding pins, each of which maps to an individual wire in the cable. The corresponding female connector, also called a jack, has holes that match the pins on the mating male connector. Matching male and female connectors are joined to form the connection. Rather than using pins and holes, the connectors used on some cables (for example, modular telephone cables and 10BaseT Ethernet cables) use other methods to establish the connection. The connector that terminates a cable may mate with a connector on the end of another cable, or it may mate with a connector that is permanently affixed to a device, such as a hard disk or a circuit board. Such a permanently affixed connector is called a socket, and may be male or female.

Some cables use individual wires joined to a connector. Only three cables of this sort are common in PCs those used to supply power to the motherboard and drives, those that connect front-panel LEDs and switches to the motherboard, and those that connect audio-out on a CD-ROM drive to a sound card.

Most PC cables contain many individual wires packaged as a ribbon cable, so called because individually insulated conductors are arranged side-by-side in a flat array that resembles a ribbon. Ribbon cables provide a way to organize the wires required to connect devices like drives and controllers whose interfaces require many conductors. Ribbon cables are used primarily for low-voltage signals, although they are also used to conduct low-voltage/low-current power in some applications. Common ribbon cables range in size from the 10-wire cables used to extend embedded serial ports from the motherboard to the back panel, through 34-wire floppy drive cables, 40-wire and 80-wire IDE drive cables, to 50- and 68-wire SCSI cables. Ribbon cables are normally used only inside the case because their electrical characteristics cause them to generate considerable RF emissions, which can interfere with nearby electronic components.

System designers attempt to avoid two potential dangers with regard to PC cables. Most important is to prevent connecting a cable to the wrong device. For example, connecting a 12-volt power cable to a device that expects only 5 volts might have a catastrophic result. Avoiding this is achieved by using unique connectors that physically prevent the cable from connecting to a device not designed to receive it. The second potential error is connecting the cable backwards. Most PC cables prevent this by using unsymmetrical connectors that physically fit only if oriented correctly, a process called keying.

Two keying methods are commonly used for PC cables, either individually or in conjunction. The first uses mating connectors whose bodies connect only one way; this method is used for all power cables and some ribbon cables. The second method, used for most ribbon cables, blocks one or more holes on the female connector and leaves out the corresponding pin on the male connector. Such a ribbon cable can be installed only when oriented so that missing pins correspond to blocked holes.

An ideal PC cable therefore uses unambiguous keyed connectors. You can't connect these cables to the wrong thing because the connector only fits the right thing; you can't connect it backwards because the connector only fits the right way. Fortunately, most of the really dangerous cables in PCs the ones that could damage a component or the PC itself if they were misconnected are of this sort. Power cables for disk drives and ATX motherboards, for example, fit only the correct devices and cannot be connected backwards.

Some PC cables, on the other hand, require careful attention. Their connectors may physically fit a component that they're not intended to connect to, and/or they may not be keyed, which means you can easily connect them backwards if you're not paying attention. Connecting one of these cables wrong usually won't damage anything, but the system may not work properly, either. The cables that link front-panel switches and indicator LEDs to the motherboard are of this variety. So are the power cables for old-style AT motherboards, and connecting these wrong can destroy the motherboard.

2.3.4.1 Ribbon Cable Fundamentals

At first glance, ribbon cables appear to be dead standard. They're nearly all light gray nowadays, although you may encounter light blue, white, or rainbow ribbon cables on older systems. All of them use a contrasting colored stripe to indicate pin 1 (brown in the case of the rainbow cables). They use only two types of connectors (described below), both of which are female and only one of which is commonly used nowadays. For a ribbon cable with a given number of wires, it might seem that the only distinguishing features are how long the cable is and whether it has connectors for two devices or just one. Problems may arise, however, if incompatible keying methods are used on the two connectors that need to mate.

Most ribbon cables use header-pin connectors, shown in Figure 2-2. Header-pin connectors are used on cables for hard drives, CD-ROM drives, tape drives, and similar components, as well as for connecting embedded motherboard ports to external rear-panel jacks. The female header-pin connector on the cable has two parallel rows of holes that mate to a matching array of pins on the male connector on the motherboard or peripheral. On all but the least expensive drives and other peripherals, these pins are enclosed in a plastic socket designed to accept the female connector. On inexpensive motherboards and adapter cards, the male connector may be just a naked set of pins. Even high-quality motherboards and adapter cards often use naked pins for secondary connectors (like serial ports or feature connectors).

Figure 2-2. A ribbon cable with a header-pin connector

Some header-pin connectors, male and female, are not keyed. Others use connector body keying, pin/hole keying, or both. This diversity means that it is quite possible to find that you cannot use a particular header-pin cable for its intended purpose. For example, we recently installed a disk drive and attempted to use the IDE cable supplied with the drive to connect that drive to the secondary IDE header-pin connector on the motherboard. The motherboard end of that cable was keyed by a blocked hole, but the header-pin connector on the motherboard had all pins present, which prevented the cable from seating. Fortunately, the cable that came with the motherboard fit both the motherboard and the drive connectors properly, allowing us to complete the installation.

If you run into such a keying problem, there are three possible solutions:

Use an unkeyed cable

The IDE and other header-pin cables that most computer stores sell use connectors that use neither connector body nor pin/hole keying. You can use one of these cables of the proper size to connect any device, but the absence of all keying means that you must be especially careful not to connect it backwards.

Remove the key from the cable

If you don't have an unkeyed cable available, you may be able to remove the key from the existing cable. Most keyed cables use a small bit of plastic to block one of the holes. You may be able to use a needle to pry the block out far enough that you can extract it with your needle-nose pliers. Alternatively, try pushing a pin into the block at an angle, then bending the top of the pin over and pulling both bent pin and block out with your pliers. If the key is a solid, integral part of the cable (which is rarely the case), you may be able to use a heated needle or pin to melt the key out of the hole far enough for the pin to seat.

Remove the offending pin

Sometimes you have no choice. If the stores are closed, the only cable you have uses pin/hole keying with a solid block that you can't get out, and you must connect that cable to a header-pin connector that has all pins present, you have to go with what you have. You can use diagonal cutters to nip off the pin that prevents you from connecting the cable. Obviously, this is drastic. If you nip the wrong pin, you'll destroy the motherboard or expansion card, or at least render that interface unusable. Before you cut, see if you can swap cables within the PC to come up with an unkeyed cable for the problem connector. If not, you can sometimes bend the offending pin slightly enough to allow the female connector to partially seat. This may be good enough to use as a temporary connection until you can replace the cable. If all else fails and you need to cut the pin, before doing so align the keyed female connector with the pin array and verify just which pin needs to be cut. Also, check the manual for a detailed list of signal/pin assignments on that interface. The pin you are about to remove should be labeled No Connection or N/C in that list. Use the old carpenter's maxim here measure twice and cut once.

Connector and keying issues aside, the most common mishap with header-pin connectors occurs when you install the cable offset by a column or a row. The socketed male connectors used on most drives make this impossible to do, but the male connectors used on most motherboards and expansion cards are an unsocketed double row of pins, making it very easy to install the connector with the pins and holes misaligned. Working in a dark PC, it's very easy to slide a connector onto a set of header pins and end up with an unconnected pair of pins at one end and an unconnected pair of holes at the other. It's just as easy to misalign the connector the other way, and end up with an entire row of pins and holes unconnected.

Card-edge connectors , also called edge-card connectors, form a connection by sliding the female cable connector onto a formed portion of a PC circuit board that has contacts laid down on the circuit card itself to serve as the male connector. Card-edge connectors were commonly used to connect 5.25" floppy drives, floppy interface tape drives, and old-style ST506/412 hard drives, but are seldom used anymore because the physical and electrical connection they provide is inferior to that provided by a header-pin connector.

Card-edge connectors should be keyed on the male (circuit board) side by the presence of an off-center slot, and on the female (cable) side by the presence of a matching insert in the connector body to prevent the cable from being installed backwards. However, many card-edge connectors on cables do not have this keying insert, which makes it easy to install the cable backwards. Some male card-edge connectors do not have the keying slot, which makes it impossible to connect a properly keyed cable to them.

The only common problem with card-edge connectors arises when you need to connect a keyed cable to a device that has no keying slot. Male connectors without a keying slot sometimes have a pre-notched area on the circuit board that you can break away with your long-nose pliers to allow the keyed cable to seat. If not, you may be able to use your pliers to remove the keying insert from the cable connector. If neither of these solutions is workable, the only solution is to replace the cable with an unkeyed version.

2.3.4.2 Locating Pin 1

If you upgrade your system and it fails to boot or the new device doesn't work, chances are you connected a ribbon cable backwards. This can't happen if all connectors and cables are keyed, but nearly all systems have at least some unkeyed connectors. The good news is that connecting ribbon cables backwards almost never damages anything. We're tempted to say "never" without qualification, but there's a first time for everything. If this happens to you, go back and verify the connections for each cable. Better yet, verify them before you restart the system.

One of the experienced PC technicians who reviewed this book tells us that he has "burned up" more than one floppy disk drive by installing the cable with the pins offset. We have frequently installed FDD cables reversed, offset, and in any other combination you can imagine (it always seems easier to seat a cable by feel rather than remove the drive and do it right) with no worse result than the system failing to boot. The FDD cable carries only signal-level voltages, so we're not sure how offsetting pins could damage a drive, but we'll certainly be more careful in future.

To avoid connecting a ribbon cable backwards, locate pin 1 on each device and then make sure that pin 1 on one device connects to pin 1 on the other. This is sometimes easier said than done. Nearly all ribbon cables use a colored stripe to indicate pin 1, so there's little chance of confusion there. However, not all devices label pin 1. Those that do usually use a silk-screened numeral 1 on the circuit board itself. If pin 1 is not labeled numerically, you can sometimes determine which is pin 1 in one of the following ways:

• Instead of a numeral, some manufacturers print a small arrow or triangle to indicate pin 1.

• The layout of some circuit boards allows no space for a label near pin 1. On these boards, the manufacturer may instead number the last pin. For example, rather than labeling pin 1 on an IDE connector, the manufacturer may label pin 40 on the other side of the connector.

• If there is no indication of pin 1 on the front of the board, turn it over (this is tough for an installed motherboard) and examine the reverse side. Some manufacturers use round solder connections for all pins other than 1, and a square solder connection for pin 1.

• If all else fails, you can make an educated guess. Many disk drives place pin 1 closest to the power supply connector. On a motherboard, pin 1 is often the one closest to the memory or processor. We freely admit that we use this method on occasion to avoid having to remove a disk drive or motherboard to locate pin 1 with certainty. We've never damaged a component using this quick-and-dirty method, but we use it only for IDE drives, rear-panel port connectors, and other cables that do not carry power. Don't try this with SCSI, particularly differential SCSI.

Once you locate an unmarked or unclearly marked pin 1, use nail polish or some other permanent means to mark it so you won't have to repeat the process the next time.

2.3.4.3 Power Supply Cables

PC power supply cables are fully described in Chapter 26.

2.3.5 Setting Jumpers and DIP switches

Jumpers and DIP (Dual Inline Pin) switches are two methods commonly used to set hardware options on PCs and peripherals. Although they look different, jumpers and DIP switches perform the same function allowing you to make or break a single electrical connection, which is used to configure one aspect of a component. Jumper or switch settings may specify such things as the amount of installed memory, the base address, IRQ, and DMA assigned to a device, whether a particular function is enabled or disabled, and so on.

Older PCs and expansion cards often contain dozens of these devices, and use them to set most or all configuration options. Newer PCs typically use fewer jumpers and DIP switches, and instead use the BIOS setup program to configure components. In fact, many recent motherboards (e.g., the Intel Pentium II boards) have only one jumper. You close this jumper when you first install the board to allow such static options as the speed of the installed processor to be configured or to perform such infrequent actions as updating the Flash BIOS. That jumper is then opened for routine operation.

More properly called a jumper block, a jumper is a small plastic block with embedded metal contacts that may be used to bridge two pins to form an electrical connection. When a jumper block bridges two pins, that connection is called on, closed, shorted, or enabled. When the jumper block is removed, that connection is called off, open, or disabled. The pins themselves are also called a jumper, usually abbreviated JPx, where x is a number that identifies the jumper.

Jumpers with more than two pins may be used to select among more than two states. One common arrangement, shown in Figure 2-3, is a jumper that contains a row of three pins, numbered 1, 2, and 3. You can select among three states by shorting pins 1 and 2, pins 2 and 3, or by removing the jumper block entirely. Note that you cannot bridge pins 1 and 3 because a jumper can be used to close only an adjacent pair of pins.

Figure 2-3. A typical PC jumper (bottom center) set to close pins 1 and 2

You can often use your fingers to install and remove isolated jumpers, but needle-nose pliers are usually the best tool. However, jumpers are sometimes clustered so tightly that even needle-nose pliers may be too large to grab just the jumper you want to work on. When this happens, use your hemostat. When you open a jumper, don't remove the jumper block entirely. Instead, install it on just one pin. This leaves the connection open, but ensures that a jumper block will be handy if you later need to close that connection.

Jumper blocks come in at least two sizes that are not interchangeable. Standard blocks are the largest and the most commonly used, and are usually black. Mini jumper blocks are used on some disk drives and boards that use surface-mount components, and are often white or light blue. One of our technical reviewers reports that Quantum uses still a third size, which we'll deem "micro" jumper blocks, on some of their drive models. He reports that these tiny blocks disappear when dropped, cling like a burr to jumper pins, and are extremely hard to work with, even when using fine tweezers. New components always come with enough jumper blocks to configure them. If we remove one when configuring a device, we usually tape it to a convenient flat area on the device for possible future use. It's also a good idea to keep a few spares on hand, just in case you need to reconfigure a component from which someone has removed all the "surplus" jumper blocks. Any time you discard a board or disk drive, strip the jumper blocks from it first and store them in your parts tube.

A DIP switch, shown in Figure 2-4, is a small plastic block that contains one or more (usually four or eight) individual slide or rocker switches. Each of these individual switches performs the same function as a jumper block. Turning an individual switch on is equivalent to installing a jumper block, and turning it off is equivalent to removing the jumper block. DIP switches are labeled SWx, where x is a number that identifies the switch block. Each individual switch within the block is also numbered.

Figure 2-4. A DIP switch (3 and 5 off, others on)

The "on" position may be indicated by the word On, Close, Short, or Enable printed on one side of the switch, or by an arrow pointing to the on side. Turn on a rocker switch by depressing the side of the switch or the raised nub toward the on side. Turn on a slide switch by sliding the nub toward the on side.

2.3.6 Installing and Removing Expansion Cards

Expansion cards are circuit boards that you install in a PC to provide functions that the PC motherboard itself does not provide. For example, most motherboards don't include video circuitry. PCs built with such motherboards use a separate video adapter expansion card to provide it. Internal modems, sound cards, network adapters, and disk controllers are other commonly used expansion cards. Figure 2-5 shows a typical expansion card.

Figure 2-5. An expansion card

Each expansion card plugs into an expansion slot located on the motherboard or on a riser card that attaches to the motherboard. The rear panel of the PC chassis includes a cutout for each expansion slot, which provides external access to the card. The cutouts for vacant expansion slots are covered by thin metal slot covers that are secured to the chassis. These covers prevent dust from entering through the cutout and also preserve the cooling air flow provided by the power supply fan and any auxiliary fans installed in the system.

To install an expansion card, remove the slot cover, which may be secured by a small screw or may simply be die-stamped into the surrounding metal. In the latter case, carefully twist off the slot cover using a screwdriver or your needle-nose pliers. If you need to replace the slot cover later, secure it to the chassis using a small screw that fits a notch in the top portion of the slot cover. The back of the expansion card forms a bracket that resembles a slot cover and is secured to the chassis in the same way. Depending on the purpose of the card, this bracket may contain connectors that allow you to connect external cables to the card.

Cheap cases sometimes have slot covers that must be twisted off to be removed and are destroyed in the process. If you need to cover an open slot in such a case and don't have a spare slot cover, ask your local computer store, which probably has a stack of them in back.

Installing and removing expansion cards is by far the most common activity you'll perform when working on PCs. Even if you are not working on a particular expansion card, you must sometimes remove it to provide access to the section of the PC that you do need to work on. Installing and removing expansion cards may be hard or easy, depending on the quality of the case, the motherboard, and the expansion card itself. High-quality cases, motherboards, and expansion cards are built to tight tolerances, making expansion cards easy to insert and remove. Cheap cases, motherboards, and expansion cards have such loose tolerances that you must sometimes literally bend sheet metal to force them to fit.

People often ask whether it matters which card goes into which slot. Beyond the obvious there are different kinds of expansion slots, and a card can be installed only in a slot of the same type there are four considerations that determine the answer to this question:

Physical restrictions

Depending on the size of the card and the design of the motherboard and case, a given card may or may not physically fit a particular slot. For example, a protruding drive bay, memory module, or processor may prevent a slot from accepting a full-length card. If this occurs, you may have to juggle expansion cards, moving a shorter card from a full-length slot to a short slot and then using the freed-up full-length slot for the new expansion card. Also, even if a card physically fits a particular slot, a connector protruding from that card may interfere with another card, or there may not be enough room to route a cable to it.

Technical restrictions

There are several variables, including slot type, card type, BIOS, and operating system, that determine whether a card is position sensitive. We'll describe the different bus and slot types in Chapter 3, but for now it's enough to know that ISA cards are not slot sensitive, but EISA (Enhanced Industry Standard Architecture) cards, which are used in older servers, and PCI cards may be. For this reason, although it may not always be possible, it's good general practice to reinstall a card into the same slot that you removed it from.

Although interrupt conflicts are rare with PCI motherboards and modern operating systems, they can occur. In particular, PCI motherboards with more than four PCI slots share interrupts between slots, so installing two PCI cards that require the same resource in two PCI slots that share that interrupt may cause a conflict. If that occurs, you can eliminate the conflict by relocating one of the conflicting expansion cards to another slot. Even in a system with all PC slots occupied, we have frequently eliminated a conflict just by swapping the cards around. See your motherboard manual for details.

Electrical considerations

Although it is relatively uncommon nowadays, some combinations of motherboard and power supply can provide adequate power for power-hungry expansion cards like internal modems only if those cards are installed in the slots nearest the power supply. This was a common problem years ago, when power supplies were less robust and cards required more power than they do now, but you are unlikely to experience this problem with modern equipment. One exception to this is AGP video cards. Many recent motherboards support only AGP 2.0 1.5V video cards, which means that older 3.3V AGP cards are incompatible with that slot.

Interference considerations

Another problem that is much less common with recent equipment is that some expansion cards generate enough RF to interfere with cards in adjacent slots. Years ago, the manuals for some cards (notably some disk controllers, modems, and network adapters) described this problem, and suggested that their card be installed as far as possible from other cards. We haven't seen this sort of warning on a new card in years, but you may still encounter it if your system includes older cards.

2.3.6.1 Installing Expansion Cards

To insert an expansion card, proceed as follows:

1. Remove the cover from the chassis and examine the motherboard to determine which expansion slots are free. Locate a free expansion slot of the type required by the expansion card (expansion slot types are detailed in Chapter 3). New PCs may have several types of expansion slots available, including ISA, PCI, combination ISA/PCI, AGP, AMR, CNR, and ACR slots. Older PCs may have other types of unused expansion slots, including VLB (VESA Local Bus, an obsolete bus standard) and EISA. If more than one slot of the proper type are free, you can reduce the likelihood of heat-related problems by choosing one that maintains spacing between the expansion cards rather than one that clusters the cards.

2. An access hole for each expansion slot is present on the rear of the chassis. For unoccupied slots, this hole is blocked by a thin metal slot cover secured by a screw that threads downward into the chassis. Determine which slot cover corresponds to the slot you chose. This may not be as simple as it sounds. Some types of expansion slots are offset, and the slot cover that appears to line up with that slot may not be the right one. You can verify which slot cover corresponds to a slot by aligning the expansion card itself with the slot and seeing which slot cover the card bracket matches to.

3. Remove the screw that secures the slot cover, slide the slot cover out, and place it and the screw aside.

4. If an internal cable blocks access to the slot, gently move it aside or disconnect it temporarily, noting the proper connections so that you will know where to reconnect them.

5. Guide the expansion card gently into position, but do not yet seat it. Verify visually that the tongue on the bottom of the expansion card bracket will slide into the matching gap in the chassis and that the expansion card bus connector section aligns properly with the expansion slot. Figure 2-6 shows an expansion card being fitted to the motherboard in a high-quality case, with the card properly aligned and ready to be seated. Figure 2-7 shows the same card being installed in a cheap case, which doesn't allow the card to align properly with the slot if the card bracket is aligned with the chassis. With cheap cases, you may have to use pliers to bend the card bracket slightly to make the card, chassis, and slot all line up. Rather than doing that, we prefer to replace the case.

   Figure 2-6. An expansion card properly aligned and ready to seat

   

   Figure 2-7. The same card in a cheap case doesn't align properly with the expansion slot

   

6. When you are sure that everything is properly aligned, position your thumbs on the top edge of the card, with one thumb at each end of the expansion slot below the card, and press gently straight down on the top of the card until it seats in the slot. Apply pressure centered on the expansion slot beneath the card, and avoid twisting or torquing the card. Some cards seat easily with little tactile feedback. Others require quite a bit of pressure, and you can feel them snap into place. Once you complete this step, the expansion card bracket should align properly with the screw hole in the chassis.

7. Replace the screw that secures the expansion card bracket, and replace any cables that you temporarily disconnected while installing the card. Connect any external cables required by the new card don't tighten the thumbscrews quite yet and give the system a quick once-over to make sure you haven't forgotten to do anything.

8. Turn on the PC and verify that the new card is recognized and that it functions as expected. Once you have done so, power the system down, replace the cover, and reconnect everything. Store the unused slot cover with your spares.

2.3.6.2 Removing Expansion Cards

To remove an expansion card, proceed as follows:

1. Remove the system cover and locate the expansion card to be removed. It's surprising how easy it is to remove the wrong card if you're not careful. No wonder surgeons occasionally get it wrong.

2. Once you're sure you've located the right card, disconnect any external cables connected to it. If the card has internal cables connected, disconnect those as well. You may also need to disconnect or reroute other unrelated cables temporarily to gain access to the card. If so, label those you disconnect.

3. Remove the screw that secures the card bracket, and place it safely aside.

4. Grasp the card firmly near both ends and pull straight up with moderate force. If the card will not release, gently rock it from front to back (parallel to the slot connector) to break the connection. Be careful when grasping the card. Some cards have sharp solder points that can cut you badly if you don't take precautions. If there's no safe place to grasp the card and you don't have a pair of heavy gloves handy, try using heavy corrugated cardboard between the card and your skin.

5. If you plan to save the card, place it in an anti-static bag for storage. If you are not installing a new expansion card in the vacated slot, install a slot cover to ensure proper air flow and replace the screw that secures the slot cover.

You may encounter an expansion card that's seated so tightly that it appears to be welded to the motherboard. When this happens, it's tempting to gain some leverage by pressing upwards with your thumb on a connector on the back of the card bracket. Don't do it. The edges of the chassis against which the bracket seats may be razor sharp, and you may cut yourself badly when the card finally gives. Instead, loop two pieces of cord around the card to the front and rear of the slot itself, and use them to "walk" the card out of its slot, as shown in Figure 2-8. Your shoelaces will work if nothing else is at hand. For a card that's well and truly stuck, you may need a second pair of hands to apply downward pressure on the motherboard itself to prevent it from flexing too much and possibly cracking as you pull the card from the slot.

Figure 2-8. Pulling a recalcitrant expansion card the safe way

2.3.7 Installing Drives

We attempted to write an overview section here to describe how to install and configure drives. Unfortunately, we found it impossible to condense that information to an overview level. Physical installation procedures vary significantly, and configuration procedures even more, depending on numerous factors, including:

• Drive type

• Physical drive size, both height and width

• Internal (hard drives) versus externally accessible (floppy, optical, and tape drives)

• Mounting arrangements provided by the particular case

• Drive interface (SCSI versus ATA/ATAPI)

For specific information about installing and configuring various drive types, including illustrations and examples, refer to the following chapters:

• Chapter 6

• Chapter 7

• Chapter 8

• Chapter 9

• Chapter 10

• Chapter 11

• Chapter 12

• Chapter 14

• Chapter 25

• Chapter 28