Graco 312353B manual

Graco Inc. P.O. Box 1441 Minneapolis, MN 55440-1441 Copyright 2007, Graco Inc. is r egistered to I. S. EN ISO 9001 312353B Instr uction Manual Full Line Software with Re ynolds & Re ynolds Cer tified Interface F or use with Gra co Matrix Electronic Meter and T ank Le v el Monitor Co mponents . EN[...]

2 312353B Contents System Requirem ents . . . . . . . . . . . . . . . . . . . . . . . 3 General Matr ix System Spec ifications . . . . . . . . 3 PC Hardware Requiremen ts . . . . . . . . . . . . . . 3 PC Software Re quirements . . . . . . . . . . . . . . . 4 P op-Up Block er . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Software Firew alls [...]

System Requirement s 312353B 3 System Requirements Matrix PC hardware requ irements differ somewhat, depending on how the system is configured. The system might consist of a single PC, as pre vio us versions of Matrix were limited to, or it might consist of multiple PCs . In the multiple-PC co nfiguration, one PC is designated to be the Matrix Ser [...]

System Requirements 4 312353B Serial P or t If the standalone M atrix PC or Matrix Ser ver does not hav e a physical serial por t, a USB-to-ser ial por t con- v er ter will be required. The converter selected is based on the n umber of transce iv ers used in the system. Graco recomme nds Edgeport conv er ters, which are av ailable in 1, 4, or 8 por[...]

System Requirement s 312353B 5 Many tool bars that integrate wit h IE also contain pop-up bl ock ers, such as those a vailab le from Google and Ya h o o . F IG . 3 shows an e xample of the Google t oolbar ; others are very similar. T ypically , when a PC has an active pop-up b lock er and the Matrix client is launched, a prog ress bar appears brief[...]

System Requirements 6 312353B T oolbars integr ated with IE usually show up in the list here. Lo ok f or entr ies like Go ogle, Y ahoo , MSN, etc. Make sure each of these is chec ked (which will cause them to appear , usually underneath the address bar in the browser window) and then confir m with each one that it’ s allo wing pop-ups from the Ma[...]

System Requirement s 312353B 7 The Matrix setup prog ram off ers to open these po r ts fo r yo u in the Windo ws Firew all. It does not do this f or other firewa ll products. Network traffic o ver these ports can also be bloc ked b y what is called a pro xy ser ver . Whether or not a network has a proxy ser ver that stops traffic on these por t s, [...]

Installation Instructions 8 312353B Installation Instructions If an older v ersion of Matrix is already installed, the older v ersion must be uninst alled bef ore this one can be installed. Se e the Matrix So ftw are Instruction Man ual that accom panied your current Matrix installation f or instructions on how to uninstall Matrix. Software Install[...]

Installation Ins tructions 312353B 9 Br o w ser Configuration Prior to running the setup progr am, ensure that IE is configured properly . Open IE and v erify that active scripting is en abled. This setting is typically f ound in To o l s / Internet Options / Security Sett ings / Custom selection (F IG . 9). 1. In the T empor ary Inter net Files se[...]

Installation Instructions 10 312353B 4. The setup progr am should star t automatically . If it doesn’t, open Wi ndows Explorer ( Start / All Pro- grams / Accessories ). Locate the CD- ROM drive letter under My Com puter and double-clic k the Setup Executab le File to see the screen shown in F IG . 12. Click Ne xt . 5. Revie w the End Us er Licens[...]

Installation Ins tructions 312353B 11 8. Setup chec ks for Windo ws XP Service Pac k 2 installation. If Se r vice Pac k 2 is present, the pop-up sho wn in F IG . 16 appears . Choose Ye s or No to continue . 9. Y ou may need to mak e changes to pop-up b lock ers installed on the PC for Matrix to function pr oper ly . Read this inf or mation carefull[...]

Installation Instructions 12 312353B 11. Matr ix soft ware installa tion is alm ost complete. Bef ore restar ting your computer , the software driv - ers f or the HASP ke y need to be installed and se v- eral configu ration settings need to be chec ked and/or set. Select “No , I w ill restar t my computer later”. Click Finish . 12. Install the [...]

Installation Ins tructions 312353B 13 Matrix Server and Client Shor tcuts The T ypi cal (Matrix Server a nd Client) setup creates the f ollowing shor tc uts. In Star t / All Programs / Grac o / Matrix: • Matrix Server - lau nches the Matrix Server which handles all RF communication to meters, tank le vel monitors , database stor age of dispense d[...]

Installation Instructions 14 312353B 4. The setup progr am should star t automatically . If it doesn’t, open Wi ndows Explorer ( Start / All Pro- grams / Accessories ). Locate the CD- ROM drive letter under My Com puter and double-clic k the Setup Executab le File . Click Ne xt (F IG . 26). 5. Revie w the End Us er License Agreement (F IG . 27 ).[...]

Installation Ins tructions 312353B 15 9. Y ou may need to mak e changes to pop-up blo ck ers installed on the PC f or Matrix to function properly . Read this information carefully for guidance (F IG . 31). Click Ne xt . 10. .Setup is r eady to insta ll Matr ix application files (F IG . 32). Click Instal l . 11. T ransf er of application files from [...]

Installation Instructions 16 312353B Matrix Client Only Shortcuts The Matrix Client On ly setup creates the follo wing shor tcuts. In Star t / All Programs / Graco / M atrix: • Matrix Client - provides th e IE browser-base d grap hical user interf ace and accompan ying screens. Matr ix Client must be r unning to access M atrix Screens. • Matrix[...]

Installation Ins tructions 312353B 17 Sun Ja v a Runtime Because the startup program places shortcuts to Matrix in the Windows Star tup folder , Matr ix will launch auto- matically when the you log into Windows . Each time Matrix is launched, it chec ks f or the presence of th e Sun Ja va Runtime Environment (JR E) on the PC. If it is not f ound, M[...]

Installation Instructions 18 312353B The ne wer J av a Plug-in looks like F IG . 38. • Configure the Plug -in to not cache J av a applets. The older Plug -in looks like F IG . 39. The ne wer Plug-in looks like F IG . 40. On the Gener al tab , click the Settings Button in the T emporary Internet Files section. In the correspond- ing popup , ensure[...]

Installation Ins tructions 312353B 19 How to T urn Off Hibernation Mode in Windows XP Ensure that Windo ws XP is not configured to hibernate after a period of inact ivity . If it hibernates, all meter s and tank le v el monitors in the syst em will expire a loss of RF signal. 1. Right-click on the Desktop and choose Properties . 2. Y ou should see [...]

Installation Instructions 20 312353B 5. Click Hibernate T ab . 6. T urn off hibernation by clea ring (unchec king) the Enable hibernation check bo x. Click Apply and OK to close all windows . F IG . 45 F IG . 46[...]

Software Installat ion Troubleshooting 312353B 21 Software Installation T r oubleshooting Prob lem Cause/Solution When Matr ix is la unched, I see a progress bar f o r a shor t period of time , but the bro wser window sho wing the Matrix application ne ver appears . There ma y be a pop-up bl ock er progr am running on y our PC and pre ven ting the [...]

Software Installatio n Troubleshooting 22 312353B I’m sure I ha ve no pop-up blo cke r s o r f ir ewa l ls o n my Matrix Client, but I still can’t access the Matr ix screens. V erify with your IT n etwork administrator tha t the network has no p ro xy ser v ers that b lock traf fic on port 8080, the def ault por t used by Matrix f or http traff[...]

Software Installat ion Troubleshooting 312353B 23 When I enter a w ork order at a meter , I get a “WO REJECTED” message, e ven though I kno w the work order e xists in the DMS and is open. Wh y? When a work order is sent to the PC from a meter , the PC must v alidate the work order with the R & R DMS . If , f or any reason, the w or k order[...]

Software Installatio n Troubleshooting 24 312353B Uninstalling Matrix on Windows XP F ollow this procedure to remov e Matr ix software and data files stored on your computer . Y ou will lose all Matrix system parameters and all Ma trix dispense his- tory using these procedures unless you first use Ma trix Repor ter to mak e a back-up of the d ataba[...]

Operator Screens 312353B 25 Operator Screens Meter Dispense Inf o rmation _________________________________ P osition the cursor o ver the Meter Dispense St atus bo x causing the te xt to turn yellow . Left click t h e Bo x to go to the Meter Dispense In f or mation screen (F IG . 48) . This screen displa ys the complete disp ense histor y of all m[...]

Operator Screens 26 312353B T ank Le vel Inf ormati on _________________ ____________________ Place the cur sor over the T ank Lev el Infor mation box, causing the text to tur n yellow . Le ft click the Box to go to the T ank Setup scree n (F IG . 49). This screen prov ides tank le vel status activity f or all tanks in the system: Date & Time -[...]

Operator Screens 312353B 27 Battery Level Inf ormat ion ____________ _______________________ Place the cursor ov er the Battery Lev el Information bo x, causing the text to turn yellow . Left click th e Box to go to the Battery Lev el Information screen (F IG . 50). This screen provi des battery charge lev el for all meters and tank le vel moni tor[...]

Operator Screens 28 312353B W ork Order s and the Ma trix/R & R Interface F or meters config ured to use th e Matr ix R & R Interface, dispenses are t rac ked b y work order . This version of Matrix requires that w or k orders entered at a Mat rix PC or at a meter , be validated bef ore fluid can be dis- pensed. Once the dispe nse is comple[...]

Operator Screens 312353B 29 Add P ar ts T o W ork Order In the drop down list at the top lef t, select the cate gor y of par ts you wish to choose from; the par ts loaded into Matrix in that catego r y (appe ar in the list box on the left. Click A dd>> to select the par t. Selected par ts appear in the list box on the right. Clicking the Clea[...]

Operator Screens 30 312353B If yo u are editing the RO while Mat rix is attempting to add par ts to it, the Matr ix posting attempt will fail, since an R & R R O can only be edited b y one person at any time. In Matrix, when any posting error occurs , the record associated with this work order will tur n red in the meter dispense histor y and M[...]

Operator Screens 312353B 31 attempted when th is screen appears. Atte mpt to send the wo rk order again. 3. Meter is Busy (F IG . 6 0). This message appears when the PC has receiv ed an Activa te message from the mete r being addressed. No RF communi- cation is attempte d when this screen app ears. Attempt to s end the wor k orde r again w hen the [...]

System Administrator Screens 32 312353B System Administrator Screens Matrix System Setup Once the Mat rix PC so ftware is installed, it’ s nec essar y to synchroniz e the software with the other hard ware components of t he Matrix system. This is d one through the system administrator po r tio n of the soft ware. This section is pass word protect[...]

System Administ rator Scree ns 312353B 33 System Configuratio n ______________________________________ There are thre e sections of the System Configur ation screen: General system-wide def ault settings , transceiv er set- tings , and PC client settings (F IG . 63). T he System Configuratio n setup must be perf ormed prior to defining all other Ma[...]

System Administrator Screens 34 312353B Unit of Measure (English or Metric) (F IG . 64) Measurement System is the gl obal units of measure- ment setting. English and Metr ic are the two options in the pull do wn menu. This setting can be change d on a tank-to-ta nk and meter-to-meter b asis. 1. In the Measurement System bo x, select English or Metr[...]

System Administ rator Scree ns 312353B 35 T ransceiver Setup Click Ad d T ransceiver Butt on , then clic k Modify . 1. Enter the area of the shop where th e transceiv er is located (i.e ., Main Shop , F ast Lube Shop , Engine Depar tment) in the T ransceiver Name fie ld. 2. The Network ID is a letter designation f or the T rans- ceiv er network ide[...]

System Administrator Screens 36 312353B 5. As the transceiv er initializes itself on power-up , wat ch the LED lights on th e side of the transceiv er . Y ou should see the lights flick er briefly with a burst of activity . Y ou may see occasional flic kering of the lights after this initial burst. 6. After the brief bu rst of LED activity , open t[...]

System Administ rator Scree ns 312353B 37 Add a Client PC to the Matrix System At the Matrix Ser ver PC ( F IG . 67): 1. Click Ad d Pc Client Button ; this adds a new row to the bottom of the t able. 2. Click New Ro w’ s Modify Link . 3. In the PC Client field, en ter the host name or IP address of the client PC (remember this na me or address; i[...]

System Administrator Screens 38 312353B System User Setu p ________________________________________ Click System User Setup to go to the Syste ms User Setup screen (F IG . 69) . Use this screen to add ne w users, ne w system adm inistrators, as well as to set us er secur ity PIN numb ers. Click System User Setup , then Modify f or each person that [...]

System Administ rator Scree ns 312353B 39 More than one user can ha ve Admin istra tor security access. Howe ver , as soon a s one adm inistrator user is created, the def ault matrix/graco user nam e and pass- word will be disabled. Users with Administrator security le vel hav e special responsibility to keep trac k of their user name and pass word[...]

System Administrator Screens 40 312353B Adding a Ne w T ank using a TLM 1. Click Add T ank . A new b lank record is added. Ta n k s must be setup and pr ogrammed prior to meters being setup (F IG . 74 ). 2. Select modify f or the newly ad ded tank 3. Ta n k N a m e : select and name th e tank . 4. Fluid Name: select an y type of ser vic e fluid fro[...]

System Administ rator Scree ns 312353B 41 T ank Shape Screen V er tical T a nk Geometry (F IG . 75) V er tical tanks use the tank c apacity t o calculate tank v ol- ume. Obround and cylindr ical tanks use the tank dimen- sions to calculate tank v olume. V erifying Capacity f or Obround and Cylindrica l Ta n k s ( F IG . 76 and F IG . 77) After the [...]

System Administrator Screens 42 312353B 1. After making the ap propriate tank shape selection click Continue f or the ne xt screen called the edit tank schedule dialogue bo x (F IG . 78). 2. This screen defines the freq uency of tank le vel repor t s to be sent to the Ma trix P C . Click Appl y to update the rec ord and retur n to the tank Setup sc[...]

System Administ rator Scree ns 312353B 43 Pr ogramming the T ank Level Monitor 1. In the Action column of the tan k record you want to program, clic k Program . The T ank Le vel Monitor setup timeout no tice appears (F IG . 81). 2. When the screen appears, y ou w ill hav e up to 5 min- utes to program the TLM or y o u will need to reclick Progra m [...]

System Administrator Screens 44 312353B 3. Do not progr am another tank le vel monitor until y ou get the Programming complete! m e ssage shown in F IG . 83. If y ou program a t ank le vel monitor and it appears to be successfully progr ammed at the tank but you d idn’t get the prog ramming complete mes- sage at the PC , Graco recommends y ou rep[...]

System Administ rator Scree ns 312353B 45 Meter Setup _______ _____________________ __________________ Click Meter Setup to go to the Meter Setup screen (F IG . 84). Th is screen ad ds or del etes a mete r used in the Matr ix system. Adding a Meter 1. Click Add Meter . 2. A new met er record is added to the list . Add infor- mation to the recor d b[...]

System Administrator Screens 46 312353B are gear lube , A TF , or antifr eeze, type in th e appro- priate value from the table. 7. Security T ype: A global security setting was ma de in system configur ation. This setting can be changed on a meter to me ter basis using this screen if desired. Select System Monitor ing, PIN Code Registration , or Pa[...]

System Administ rator Scree ns 312353B 47 Removing a Meter In the Action c olumn of th e meter to be removed from the screen, click Remo ve . The meter is remo ved fr om the Meter Setup screen. Th is action will per manently delete the meter ’ s dispense his tor y . Meter Programming New me ters need to be progr ammed with the meter setup inf or [...]

System Administrator Screens 48 312353B 6. If the meter is s uccessfully pr ogrammed, you are notified that progr amming is complete, as sho wn in F IG . 89. Click OK . 7. Repeat th is proces s f or each me ter in the s ystem. Meter Pr ogramming Recommendations 1. V erify that the serial link betw een the PC and t rans- ceiv er is working. See the [...]

System Administ rator Scree ns 312353B 49 E-Mail Setup _______ _____________________ __________________ Click E-Mai l Setup t o go to t he E-Mail Setup scr een (F IG . 90). Matrix can send e-mail noti fication to respon sibl e par ties based on the f ollowing tank- related e vents: Missed T ank Le vel Reading – T ank le vel monitors can be progr [...]

System Administrator Screens 50 312353B 1. Y our Company Name – this is the en d user’ s com- pany name. 2. “From” E-Mail Address – recipients of any e-mail sent by Matrix will appear to come from the address entered here . T ypically , this is the e-mail address of the person resp onsib le for managin g the bu lk oil tank deliv er ies an[...]

System Administ rator Scree ns 312353B 51 R&R Interface______ _____________________ __________________ Setup The R&R Inte rface Setup screen (F IG . 93) contains all the se tup configur ation necessary for Matrix to apply the appropriate fluid char ge to an R&R Repair Or der (RO). Note: The ter m “wor k order ” (or WO), which the M [...]

System Administrator Screens 52 312353B Interface Be havior , P arts, and GOG W ork Order V alidation W ork orde r validation requires access to the RO in ERA. This means that if a ser vice advisor or par ts counterman has the R O open at their terminal, the work order cannot be validated and no flu id can be dispensed. If the wor k order was enter[...]

System Administ rator Scree ns 312353B 53 Once the posting charge is in ERA, the RO will be updated in different wa ys depending on whether the RO already has this par t or GOG charge on it and ho w it got there -- a pre vious Matrix dispense, manu ally entered by a counter - man, or added b y R&R’ s Ser vice Pricing Guide (SPG) product. Ref [...]

System Administrator Screens 54 312353B Host (Name or IP Ad dress) is the DM S host name or IP address. If the DM S is hosted r emotely by R&R, this is the pub lic- or Internet-f acing IP address. T est Connec tion allows f or a simple check of netw or k connectivity to the R&R DM S. It will indicate whether a network connection can be made[...]

System Administ rator Scree ns 312353B 55 Fluids Configuration (F IG . 97) Each fluid used by a Matrix meter will appear in the cen- ter of the Matrix R&R Interface Setup scre en (see F IG . 93, page 51 and F IG . 97 [ above]) . The interface conf igu- ration f or each f luid applies to all meters that dispe nse that fluid and ha ve t heir inte[...]

System Administrator Screens 56 312353B P ar t number refers to the R&R part number of a single unit of this f luid “part” ( i.e. 1 quar t of 5W30 o il). If the Sale Price field is left bla n k, the pricing structur e for this part number on the DM S applies. If a Sale Price is spec- ified, it will override the pric ing structure on the DMS[...]

System Administ rator Scree ns 312353B 57 • As par t of this function, the inter face can post non-fluid parts (i.e., oil filte r s, air f ilters, etc.) with the RO. • Dealer has t he option to either use pricing within the DMS f or the oil dispense and non-fl uid par ts or can specify a special pricing f or the dispense and non-fluid parts. ?[...]

System Administrator Screens 58 312353B Menu De tails Setup (P arts) See F IG . 101. The top section of this scr een defines the criteria that must be met in order to use the men u. The bottom sectio n displa ys the po sting detail if the criter ia are met. Menu Item Crit eria Dispense V olume Range is the minimum and maxi- mum limits on the allo w[...]

System Administ rator Scree ns 312353B 59 T ypical Menu Pricing Scenario s: Menu Pric ing Scenari o #1 (F IG . 102) : A dealership wa nts all dispenses of this fluid that occur between 8: 00 AM and 6:00 PM and f alls into the range of 3.0 and 6.0 qu ar ts, to b e charged as 5.0 quar ts. P ar t number 10001 repr esents 1 qua r t of 5W-30 in the R&am[...]

System Administrator Screens 60 312353B If the v olume dispensed is betwee n 5.0 and 7.0 quarts, the dealer ship wants 6 quar ts of oil a t $2.00/ quar t posted to the RO , along with an oil filter at $4.75 (an y oil filter the user selec ts from t he list of filters loaded into Matrix) and an oil pan dra in plug gasket at $0.25 . Unit and Menu Pri[...]

System Administ rator Scree ns 312353B 61 T ypical Unit Pricing Scenarios f or GOG: Unit Pricing Scenario #1 (F IG . 106): F or ev er y dispense of this fluid, regardless of quantit y , Matrix will apply a GOG charge of $1 per quar t cost and $2 per quart sale pr ice, based on the e xact amount dis- pensed. Menu Pricing • Menu pricing allo ws the[...]

System Administrator Screens 62 312353B Menu De tails Setup ( GOG) (F IG . 108) The top section of this screen de fines the criteria that must be me t in order to use the menu. The b ottom sec- tion displa ys the posting detail if the criteria are met. Dispense V olume Range is the minimum and maxi- mum limits on the allo wable fluid v olumes for t[...]

System Administ rator Scree ns 312353B 63 Menu Pric ing Scenari o #1 (F IG . 109) : A dealership wa nts all dispenses of this fluid that occur between 8 am and 3pm, Monda y through F riday , and f all into the r ange 4.1-6.70 quar ts to be charged with a $10 cost and $15 sale pr ice. Menu Pricing Scenar io #2: F IG . 109[...]

System Administrator Screens 64 312353B Non-Fluid P ar ts The Non-Fluid P ar ts por tion of the Matrix R&R Inter- f a ce Setup screen (F IG . 110) allows y ou to enter a lim- ited number of oil dispense-related non- fluid part s (i.e., oil filters , air filters , drain plu gs, gask ets, wiper b lades). Y ou may orga nize the se in categories yo[...]

System Administ rator Scree ns 312353B 65 Selected Parts by Category After y ou define par ts categories, load the desired parts into Matrix using the screens shown in F IG . 112 and F IG . 113. Clic k Add P art Number , the Add New Non-Fluid Pa r t screen will appear . Add the desired part to the list. The interf ace loads the par t number and des[...]

Matrix Reporter 66 312353B Matrix Repor ter Matrix Repor ter provides all Matrix reports and is used to impor t and expor t th e Matr ix databas e. Pr oduction Data Matrix retains production data ov er a 4 month rolling window . That is, dat a older than 4 mont hs is automati- cally deleted on a daily basis . This “purging” action is perf or me[...]

Matrix Reporter 312353B 67 19. T an k Monitor Sc hedule 20. Mete r Configuration 21. E-mail Ser ver Settings 22. E-mail Configuratio n 23. E-mail Histor y 24. PC Clients 25. (P ar ts) P osting Histor y 26. (P ar ts) Unit Settings by Fluid 27. (P ar ts) Menus by Fluid 28. (GOG) MLS P osting Histor y 29. (GOG) Unit Settings by Fluid 30. (GOG) Men us [...]

Matrix Reporter 68 312353B This e xpor t process sav es all Matrix data, both configu- rati on and production dat a, to the file . Graco recom- mends this e xpor t process be done , at minimum, any time the system configurat ion is changed—a meter’ s configuratio n is changed, a ne w meter is added, a ne w user is added, etc. If the PC has a ha[...]

Matrix Reporter 312353B 69 Database file impor t instructions 1. The impor t must be done when the Matrix system is idle. Do no t attempt to dispense fluid with t he Matrix system while doing an impor t. 2. The database file be ing impor ted must ha ve been created b y the same v ersion of Matrix it’ s being impor ted into . For e xample , if you[...]

Troubleshooting 70 312353B T r oubleshooting See T roub leshooting Section of the Readme file located on the Matrix Installatio n disk and Software Installation T roub leshooting on page 21 f or more detailed software tr oubl eshooting inf ormation. Prob lem Cause Solution Cannot access System Administration sc reens. Incorrect u ser name or pass w[...]

Appendix A - Matrix Network and Port Set tings 312353B 71 Appendix A - Matrix Netw ork and P or t Settings Edit Matrix Server Network Settings (F IG . 118) The Matrix Ser v er network settings are accessib le by na vigating to Start / All Progr ams / Graco / Matrix and choo s- ing Edit Matrix Server Network Settings . I n nearly all Matrix applicat[...]

Appendix A - Matrix Net work and Port Settings 72 312353B Edit Matrix Client Netw ork Settings (F IG . 119) The Matrix Client network settings are accessib le by na vigating to Start / All Programs / Gra c o / Matrix and choos- ing Edit Matrix Client N etwork Settings . These configur ation parameters must be set f or ev er y Matrix Client PC in a [...]

Notes 312353B 73 Notes[...]

All written and visual data contained in this document reflects the latest product information available at the time of publica tion. Graco reserves the right to make changes a t any time without notice. For patent information, see www.graco.com/patents. Original instructions. T his manual contains English. MM 312353 Graco Headquarters: Minneapolis[...]