OptiPlex 5040 Small Form Factor Owner's Manual Regulatory Model: D11S Regulatory Type: D11S001
Notes, cautions, and warnings NOTE: A NOTE indicates important information that helps you make better use of your computer. CAUTION: A CAUTION indicates either potential damage to hardware or loss of data and tells you how to avoid the problem. WARNING: A WARNING indicates a potential for property damage, personal injury, or death. Copyright © 2015 Dell Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws.
Contents 1 Working on your computer.................................................................................5 Before working inside your computer..................................................................................................5 Turning off your computer................................................................................................................... 6 After working inside your computer..................................................................................
Installing the optional SSD card......................................................................................................... 24 Removing the optional SSD card....................................................................................................... 26 Removing the system board...............................................................................................................26 Installing the system board....................................................................
Working on your computer 1 Before working inside your computer Use the following safety guidelines to help protect your computer from potential damage and to help to ensure your personal safety. Unless otherwise noted, each procedure included in this document assumes that the following conditions exist: • You have read the safety information that shipped with your computer. • A component can be replaced or--if purchased separately--installed by performing the removal procedure in reverse order.
3. Disconnect all network cables from the computer. 4. Disconnect your computer and all attached devices from their electrical outlets. 5. Press and hold the power button while the computer is unplugged to ground the system board. 6. Remove the cover. CAUTION: Before touching anything inside your computer, ground yourself by touching an unpainted metal surface, such as the metal at the back of the computer.
5. If required, verify that the computer works correctly by running Dell Diagnostics.
Removing and installing components This section provides detailed information on how to remove or install the components from your computer. Removing the cover 1. Follow the procedure in Before Working Inside Your Computer. 2. To remove the cover: a. Slide the cover toward the back of the computer [2]. b. Lift the cover from the computer [3]. Installing the cover 1. Place the cover on the computer and slide the cover until it clicks into place. 2.
Installing the front bezel 1. Insert the tabs on the bezel into the slots on the computer. 2. Press the bezel until the tabs clicks into place. 3. Install the cover. 4. Follow the procedure in After Working Inside Your Computer Removing the fan duct 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the cover. 3. To remove the fan duct: a. Holding the touch points, pull the fan duct bracket to release the fan duct [1]. b. Lift the fan duct away from the computer [2].
Installing the fan duct 1. Align the slots on the fan duct, with the screws on the heat sink. 2. Insert the fan duct until it clicks into place. 3. Install the cover. 4. Follow the procedure in After Working Inside Your Computer. Removing the heat sink assembly 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. e. 3. cover front bezel fan duct hard drive assembly optical drive To remove the heat sink assembly: a.
b. c. d. e. 5. optical drive hard drive assembly front bezel cover Follow the procedure in After Working Inside Your Computer. Removing the processor 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. e. f. 3. cover front bezel hard drive assembly optical drive fan duct heat sink To remove the processor: a. Release the socket lever by pushing the lever down and out from under the tab on the processor shield [1]. b.
Removing the memory module 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. 3. cover fan duct hard drive assembly optical drive To remove the memory module: a. Press the memory module retention tabs on both sides of the memory module. b. Lift the memory module from the memory module connector on the system board. Installing the memory module 1. Align the notch on the memory module with the tab on the memory module connector. 2.
4. To remove the hard drive assembly: a. Pull the hard drive release handle forward to release the hard drive bracket from the computer [1]. b. Lift the hard drive assembly away from the computer [2]. Removing the hard drive from the hard drive bracket 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. cover b. bezel c. hard drive assembly 3. To remove the hard drive bracket: a. Pull the hard drive bracket to release the hard drive [1]. b.
Installing the hard drive into the hard drive bracket 1. Insert the hard drive into the hard drive bracket until it clicks into place. 2. Install the: a. hard drive assembly b. bezel c. cover 3. Follow the procedure in After Working Inside Your Computer. Installing the hard drive assembly 1. Insert the hard drive assembly into the slot on the computer. 2. Connect the power cable to the slot on the hard drive bracket. 3. Install the: a. fan duct b. cover 4.
4. To remove the optical drive: a. Holding the blue latch [1], lift the optical drive cage and disconnect the cables from the optical drive. [2] b. Lift the optical drive cage away from the computer [3]. 5. To remove the optical drive from the optical drive cage: a. Press the optical drive release latch [1] and slide the optical drive forward. [2] b. Remove the optical drive from the optical drive cage [3].
Installing the optical drive 1. Slide the optical drive into the optical drive cage. 2. Align the tabs on the optical cage with the slots on the computer. 3. Lower the optical drive cage into the computer and lock the latch. 4. Connect the data and power cables to the optical drive. 5. Install the: a. hard drive assembly b. front bezel c. cover 6. Follow the procedure in After Working Inside Your Computer. Removing the expansion card 1.
Installing the expansion card 1. Insert the expansion card into the connector on the system board. 2. Press the expansion card until it clicks into place. 3. Close the expansion card latch and press it until it clicks into place. 4. Install the: a. fan duct b. cover 5. Follow the procedure in After Working Inside Your Computer. Removing the system fan 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. 3.
Installing the system fan 1. Place the system fan in the computer. 2. Pass the grommets through the chassis and slide outward along the groove to secure it in place. 3. Connect the system fan cable to the system board. 4. Install the: a. b. c. d. 5. optical drive hard drive assembly front bezel cover Follow the procedure in After Working Inside Your Computer. Removing the power switch 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. e. 3.
Installing the power switch 1. Slide the power switch module into the slot on the chassis until it clicks into place. 2. Connect the power switch cable to the connector on the system board. 3. Install the: a. b. c. d. e. 4. power supply unit optical drive hard drive assembly front bezel cover Follow the procedure in After Working Inside Your Computer. Removing the power supply unit (PSU) 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. e. 3.
4. To remove the PSU: a. Disconnect the power cable from the system board [1] [2]. b. Lift the cables away from the computer [3]. c. Remove the screws that secure the PSU to the computer [4]. 5. 20 Press the blue release tab [1], slide the PSU and lift it away from the computer [2].
Installing the power supply unit (PSU) 1. Insert the PSU in the chassis and slide it toward the back of the computer to secure it. 2. Tighten the screws to secure the PSU to the back of the computer. 3. Route the PSU cables through the retention clips. 4. Connect the power cables to the system board. 5. Install the: a. b. c. d. e. 6. fan duct optical drive hard drive assembly front bezel cover Follow the procedure in After Working Inside Your Computer. Removing the VGA daughter board 1.
Installing the VGA daughter board 1. Align the VGA daughter board with the screw holder on the system board. 2. Tighten the screw to secure the VGA daughter board to the system board. 3. Insert the VGA connector into the slot at the back of the computer. 4. Tighten the screws to secure the VGA connector to the computer. 5. Install the: a. fan duct b. cover 6. Follow the procedure in After Working Inside Your Computer. Removing the intrusion switch 1.
Installing the intrusion switch 1. Insert the intrusion switch into the slot on the chassis. 2. Connect the intrusion switch cable to the system board. 3. Install the: a. fan duct b. cover 4. Follow the procedure in After Working Inside Your Computer. Removing the SD card reader 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. e. 3. cover front bezel hard drive assembly optical drive power supply unit To remove the SD card reader: a.
Installing the SD card reader 1. Place the SD card reader on the chassis. 2. Tighten the screws that secure the SD card reader to the computer. 3. Route the power supply unit cables into the retention clips. 4. Install the: a. b. c. d. e. 5. power supply unit optical drive hard drive assembly front bezel cover Follow the procedure in After Working Inside Your Computer. Installing the optional SSD card 1. Remove the: a. cover b. front bezel 2. 24 Peel the adhesive tape (blue) from the rubber.
3. Place the rubber on the computer [1] and peel the adhesive tape (pink) from the rubber [2]. 4. To install the SSD card: a. Connect the SSD card to the connector on the system board [1]. b. Tighten the screw to secure the SSD card to the system board [2].
Removing the optional SSD card 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. cover b. front bezel 3. To remove the SSD card: a. b. c. d. Remove the screw that secures the SSD card to the computer. Disconnect the SSD card from the connector. Lift the SSD card. Peel away the rubber adhesive from the system board. Removing the system board 1. Follow the procedure in Before Working Inside Your Computer. 2. Remove the: a. b. c. d. e. f. g. h. i. j. k. l. 3.
4. Disconnect all the cables connected to the system board. 5. To remove the system board: a. Remove the screws that secure the system board to the computer [1]. b. Slide the system board toward the front of the computer and lift it from the computer [2].
Installing the system board 1. Hold the system board by its edges and angle it toward the back of the computer. 2. Lower the system board into the computer until the connectors at the back of the system board align with the slots on the back wall of the computer, and the screw holes on the system board align with the standoffs on the computer. 3. Tighten the screws that secure the system board to the computer. 4. Connect the cables to the system board. 5. Install the: a. b. c. d. e. f. g. h. i. j.
System board layout 1. PCIex16 connector 2. PCIex4 connector 3. RJ-45/USB 2.0 connector 4. USB 3.0 connector 5. PS2 keyboard/MS connector 6. Serial port connector 7. DisplayPort connector 8. HDMI connector 9. Line-out connector 10. CPU power connector 11. Intrusion switch connector 12. VGA daughter board connector 13. Processor 14. CPU fan connector 15. Memory module connectors 16. M.2 socket3 connector 17. Power switch connector 18. Media card reader connector 19.
29. Internal USB connector 31. Coin cell battery 30 30.
3 Troubleshooting your computer You can troubleshoot your computer using indicators like diagnostic lights, beep codes, and error messages during the operation of the computer. Diagnostic power LED codes Table 1. Diagnostic power LED codes Power LED light status Possible cause Troubleshooting steps Off The computer is either turned off or is not receiving power or in Hibernation mode. • • • Steady/blinking amber Computer fails to complete POST or processor failure.
Power LED light status Possible cause Troubleshooting steps • Steady white connected to the system board. Ensure the main power cable and front panel cable are connected to the system board. The computer is fully If the computer is not functional and in the On responding, do the state. following: • • Ensure the display is connected and turned on. If the display is connected and turned on, listen for a beep code. Diagnostic error messages Table 2.
Error messages Description EXTENDED MEMORY SIZE HAS CHANGED The amount of memory recorded in non-volatile memory (NVRAM) does not match the memory module installed in the computer. Restart the computer. If the error appears again, Contact Dell THE FILE BEING COPIED IS TOO LARGE FOR THE DESTINATION DRIVE The file that you are trying to copy is too large to fit on the disk, or the disk is full. Try copying the file to a different disk or use a larger capacity disk.
Error messages Description INSERT BOOTABLE MEDIA The operating system is trying to boot to nonbootable media, such as an optical drive. Insert bootable media. INVALID CONFIGURATION INFORMATIONPLEASE RUN SYSTEM SETUP PROGRAM The system configuration information does not match the hardware configuration. The message is most likely to occur after a memory module is installed. Correct the appropriate options in the system setup program.
Error messages Description MEMORY WRITE/READ FAILURE AT ADDRESS, READ VALUE EXPECTING VALUE A memory module may be faulty or improperly seated. Reinstall the memory module or, if necessary, replace it. NO BOOT DEVICE AVAILABLE The computer cannot find the hard drive. If the hard drive is your boot device, ensure that the drive is installed, properly seated, and partitioned as a boot device. NO BOOT SECTOR ON HARD DRIVE The operating system may be corrupted, Contact Dell.
Error messages Description charge the battery. If the problem persists, Contact Dell. TIME-OF-DAY NOT SET-PLEASE RUN THE SYSTEM SETUP PROGRAM The time or date stored in the system setup program does not match the system clock. Correct the settings for the Date and Time options. TIMER CHIP COUNTER 2 FAILED A chip on the system board may be malfunctioning. Run the System Set tests in Dell Diagnostics.
System message Description NOTICE - Hard Drive SELF MONITORING S.M.A.R.T error, possible hard disk drive failure. SYSTEM has reported that a parameter has exceeded its normal operating range. Dell recommends that you back up your data regularly.
System Setup 4 System Setup enables you to manage your computer hardware and specify BIOS level options.
Table 4. Navigation keys Keys Navigation Up arrow Moves to the previous field. Down arrow Moves to the next field. Enter Allows you to select a value in the selected field (if applicable) or follow the link in the field. Spacebar Expands or collapses a drop‐down list, if applicable. Tab Moves to the next focus area. NOTE: For the standard graphics browser only. Esc Moves to the previous page till you view the main screen.
Table 5. General Option System Information Description Displays the following information: • • • • • Boot Sequence System Information: Displays BIOS Version, Service Tag, Asset Tag, Ownership Date, Manufacture Date, and the Express Service Code. Memory Information: Displays Memory Installed, Memory Available, Memory Speed, Memory Channels Mode, Memory Technology, DIMM 1 Size,, DIMM 2 Size, DIMM 3 Size, and DIMM 4 Size. PCI Information: Displays SLOT1, SLOT2, SLOT3, SLOT4, and SLOT5_M.
Option Description • SATA Operation Allows you to configure the operating mode of the integrated hard drive controller. • • • Drives COM 4 Disabled = The SATA controllers are hidden ATA = SATA is configured for ATA mode RAID ON = SATA is configured to support RAID mode Allows you to enable or disable the various drives on-board: • • • • SATA-0 SATA-1 SATA-2 SATA-3 Smart Reporting This field controls whether hard drive errors for integrated drives are reported during system startup.
Option Description • Intel HD Graphics NOTE: If you do not select Auto, the on-board graphics device will be present and enabled. Table 8. Security Option Description Admin Password Allows you to set, change, and delete the admin password. System Password Allows you to set, change, and delete the system password. Internal HDD-0 Password Allows you to set, change, and delete the computer’s internal HDD. Internal HDD-0 Password Allows you to set, change, and delete the computer’s internal HDD.
Option Description Chassis Intrusion Allows you to control the chassis intrusion feature. You can set this option to: • • • Enable Disable On-Silent — Enabled by default if chassis intrusion is detected. CPU XD Support Allows you to enable or disable the Execute Disable mode of the processor. This option is enabled by default. OROM Keyboard Access This option determines whether users are able to enter Option ROM Configuration screens via hotkeys during boot.
Option Description • Delete All Keys- Deletes all the keys NOTE: If you disable the Custom Mode, all the changes made will be erased and the keys will restore to default settings. Table 10. Intel Software Guard Extensions Option Description Intel SGX Enable Allows you to enable or disable the Intel Software Guard Extensions to provide a secured environment for running code/storing sensitive information in the context of the main operating system.
Option Description NOTE: This feature does not work if you turn off your computer using the switch on a power strip or surge protector or if Auto Power is set to disabled. Deep Sleep Control Allows you to define the controls when Deep Sleep is enabled. • • • Disabled Enabled in S5 only Enabled in S4 and S5 This option is Disabled by default. Fan Control Override Allows you to determine the speed of the system fan. When this option is enabled, the system fan runs at the maximum speed.
Option Description • Auto — This allows the operating system to control this setting (this works only when the operating system supports Simple Boot Flag). This option is set to Thorough by default. Table 14. Virtualization Support Option Description Virtualization This option specifies whether a Virtual Machine Monitor (VMM) can utilize the additional hardware capabilities provided by Intel® Virtualization Technology. Enable Intel Virtualization Technology - This option is disabled by default.
Option Description • DNS (Default) Server Name Allows you to specify the name of the server Server IP Address Specifies the primary static IP address of the cloud desktop server. The default IP address is 255.255.255.255 Server port Specifies the primary port of the cloud desktop. The default setting is 06910. Client Address Method Specifies how the client will obtain the IP address. • • Static IP DHCP (Default) Client IP address Specifies the static IP address of the client.
Table 19. General Option System Information Description Displays the following information: • • • • • Boot Sequence System Information: Displays BIOS Version, Service Tag, Asset Tag, Ownership Date, Manufacture Date, and the Express Service Code. Memory Information: Displays Memory Installed, Memory Available, Memory Speed, Memory Channels Mode, Memory Technology, DIMM 1 Size,, DIMM 2 Size, DIMM 3 Size, and DIMM 4 Size. PCI Information: Displays SLOT1, SLOT2, SLOT3, SLOT4, and SLOT5_M.
Option Description • SATA Operation Allows you to configure the operating mode of the integrated hard drive controller. • • • Drives COM 4 Disabled = The SATA controllers are hidden ATA = SATA is configured for ATA mode RAID ON = SATA is configured to support RAID mode Allows you to enable or disable the various drives on-board: • • • SATA-0 SATA-1 SATA-2 Smart Reporting This field controls whether hard drive errors for integrated drives are reported during system startup.
Option Description NOTE: If you do not select Auto, the on-board graphics device will be present and enabled. Table 22. Security Option Description Admin Password Allows you to set, change, and delete the admin password. System Password Allows you to set, change, and delete the system password. Internal HDD-0 Password Allows you to set, change, and delete the computer’s internal HDD. Internal HDD-0 Password Allows you to set, change, and delete the computer’s internal HDD.
Option Description • • Disable On-Silent — Enabled by default if chassis intrusion is detected. CPU XD Support Allows you to enable or disable the Execute Disable mode of the processor. This option is enabled by default. OROM Keyboard Access This option determines whether users are able to enter Option ROM Configuration screens via hotkeys during boot.
Option Description NOTE: If you disable the Custom Mode, all the changes made will be erased and the keys will restore to default settings. Table 24. Intel software guard extensions Option Description Intel SGX Enable Allows you to enable or disable the Intel Software Guard Extensions to provide a secured environment for running code/storing sensitive information in the context of the main operating system.
Option Description NOTE: This feature does not work if you turn off your computer using the switch on a power strip or surge protector or if Auto Power is set to disabled. Deep Sleep Control Allows you to define the controls when Deep Sleep is enabled. • • • Disabled Enabled in S5 only Enabled in S4 and S5 This option is Disabled by default. Fan Control Override Allows you to determine the speed of the system fan. When this option is enabled, the system fan runs at the maximum speed.
Option Description • Auto — This allows the operating system to control this setting (this works only when the operating system supports Simple Boot Flag). This option is set to Thorough by default. Table 28. Virtualization support Option Description Virtualization This option specifies whether a Virtual Machine Monitor (VMM) can utilize the additional hardware capabilities provided by Intel® Virtualization Technology. Enable Intel Virtualization Technology - This option is disabled by default.
Option Description • DNS (Default) Server Name Allows you to specify the name of the server Server IP Address Specifies the primary static IP address of the cloud desktop server. The default IP address is 255.255.255.255 Server port Specifies the primary port of the cloud desktop. The default setting is 06910. Client Address Method Specifies how the client will obtain the IP address. • • Static IP DHCP (Default) Client IP address Specifies the static IP address of the client.
3. Enter the Service Tag or Express Service Code and click Submit. NOTE: To locate the Service Tag, click Where is my Service Tag? NOTE: If you cannot find your Service Tag, click Detect My Product. Proceed with the instructions on screen. 4. If you are unable to locate or find the Service Tag, click the Product Category of your computer. 5. Choose the Product Type from the list. 6. Select your computer model and the Product Support page of your computer appears. 7.
To enter the system setup, press F2 immediately after a power-on or re-boot. 1. In the System BIOS or System Setup screen, select System Security and press Enter. The System Security screen appears. 2. In the System Security screen, verify that Password Status is Unlocked. 3. Select System Password , enter your system password, and press Enter or Tab. Use the following guidelines to assign the system password: • A password can have up to 32 characters.
5 Specifications NOTE: Offerings may vary by region. For more information regarding the configuration of your computer in: • Windows 10, click or tap Start → Settings → System → About. • Windows 8.1 and Windows 8, click or tap Start Info. • Windows 7, click Start → PC Settings → PC and devices → PC , right-click My Computer, and then select Properties. Table 33.
Table 36. Audio Feature Specification Integrated Two channel High Definition Audio Table 37. Network Feature Specification Integrated Integrated Intel I219-V Ethernet capable of 10/100/1000 Mb/s communication Table 38. System information Feature Specification System chipset Intel Q170 Platform Controller Hub Interrupt levels Integrated I/O APIC capability with 24 interrupts BIOS chip (NVRAM) 16 MB Table 39. Expansion bus Feature Specification Bus type PCIe gen3, USB 2.0, and USB 3.
Table 42. External connectors Feature Specification Audio Front panel • One universal audio headset connector Back panel • One line-out connector Network adapter One RJ–45 connector Serial One 9-pin connector; 16550 C compatible Parallel One 25-pin connector (optional for minitower and small form factor) PS/2 • • One 6–pin keyboard connector One 6–pin mouse connector USB 2.0 • • Front panel: two Back panel: two USB 3.
Feature Specification Internal speaker 4-pin connector RTC reset jumper 2-pin connector Intruder connector One 3-pin connector Power connector 8-pin PSU, 4-pin CPU ,6-pin, SATA connector Table 44. Controls and lights Feature Specification Front of the computer Power button light White light — Solid white light indicates power-on state; blinking white light indicates sleep state of the computer.
Table 46. Physical dimension Small Form Factor Height Width Depth Weight 29.00 cm (11.42 inches) 9.30 cm (3.66 inches) 31.20 cm (12.28 inches) 6.00 kg (13.22 lb) Table 47. Environmental Feature Specification Temperature range Operating 5°C to 35°C (41°F to 95°F) Storage –40°C to 65°C (–40°F to 149°F) Relative humidity (maximum) Operating 20 percent to 80 percent (non-condensing) Storage 5 percent to 95 percent (non-condensing) Maximum vibration Operating 0.26 GRMS Storage 2.
Contacting Dell 6 NOTE: If you do not have an active Internet connection, you can find contact information on your purchase invoice, packing slip, bill, or Dell product catalog. Dell provides several online and telephone-based support and service options. Availability varies by country and product, and some services may not be available in your area. To contact Dell for sales, technical support, or customer service issues: 1. Go to Dell.com/support. 2. Select your support category. 3.
