Badger Meter Trimble Ranger 3, ORION ME Training Manual

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Trimble® Ranger 3 with ORION® ME
Published by BMI Training Support BTR-UM-02333-EN-02
January 2018
Making Water Visible®
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Trimble® and ME
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Table of Contents
Topic
Page
About this Guide
4
Automated Meter Reading ORION AMR System
5
Endpoint Installati on Gui del ines
9
ORION Field Application
14
Orion Hardware Basics 6
Trimble Ranger 3 12 Getting Started 13
Display Fields 17 Status Indicators 17 ORION RF Reads 18 Auto vs Manual 18
Trimble® and ME
Route Reading 19 Tamper Processing 19 Manual Readings 20 High/Low Readings 20 Clearing a Reading 21 Work Item s 22 Quick Keys 24 Search 29 Settings 33 Appendix 37
Technical Support
If you encounter any problems or have any questions about the Trimble Ranger 3, please contact Badger Meter Technical support by phone, e-mail, or fax.
Phone: 800.616.3837 E-mail: techsupport@badgermeter.com
Fax: 888.371.5982
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About this Training Guide
T
his document is meant to assist and guide the training session. It is not a complete User Manual.
NOTE: To provide the best solution for our customers, Badger Meter continually improves software programs and periodically updates this manual to reflect upgrades. Therefore, some discrepancies may be detected between the installed software and this manual.
Typographic Conventions
I
tems on the software screens that you need to select or choose by clicking a button, highlighting, checking a box or another similar means are in bold text and capitalized in the m
anual.
Example: Click the View Report button.
ames of options, boxes, columns and fields are italicized. In most cases, first letters will
N apitalized.
c Example: The value displays in the Status Information field.
M
essages and special markings are shown in quotation marks.
Example: “Service Stopped” displays in the title bar.
N
OTE: Names, addresses and other customer-related information displayed in screen examples
were created for demonstration purposes in this manual. No actual customer information is included.
be
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Automated Meter Reading (AMR)
The Benefits of AMR
No FCC License Required
Meter, Register & Endpoint are Waterproof
Walk-by/Drive-by Versatility
Improved safety
Improved efficiency
Current Read
Notifications of
Potential Leak
Cut Wire Tamper
Reverse Flow (encoders)
No Usage
Optional Data Profile
20-year Warranty (Prorated)
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With an Automated Meter Reading (AMR) or mobile system, ORION endpoints transmit meter reading and event data via radio frequency to a mobile receiver or transceiver when the device is within range of the endpoint’s signal during drive-by reading. The Trimble Ranger 3 collects data and synchronizes with BEACON® AMA cloud-based software.
Hardware: The BEACON AMR mo bil e solu t ion f eature Badger Meter water meters and encoders, high-powered ORION endpoints, and the Trimble Ranger handheld collector to deliver metering information.
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ORION Hardware B asics – Meters
E-Series® Ultrasonic Meters
Recordall® Compound Meters
Recordall® Disc Series Meters
Recordall® Turbo Series Meters
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M-Series® Electromagnetic
Flow Meters
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Gas Meters
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ORION Hardware B asics - Encoders
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Each Badger Meter encoder is identified on the face of the register with an assembly number, unit of measure and meter mo del .
To convert an endpoint field reading into billing units, BEACON software uses a register resolution to identify the appropriate reading resolution to be applied to the endpoint meter reading. The register resolution for high resolution encoders is based on the meter model and size, encoder type, unit of measure, and the Badger Meter endpoint that is attached to the encoder. BEACON then applies an additional multiplier to the reading to get the reading to the correct billing resolution. For additional information, contact Badger Meter Technical Support.
Read Resolution/Test Circle Codes
Considerations:
Meter Size
Meter Type
Encoder/Register
Number of Active Dials
Unit of Mea surement
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ORION Hardware B asics – Endpoints
ORION Endpoints are a three-wire metering endpoint device that requires connection to
an encoder to complete the assembly. Each ORION endpoint has a unique numeric serial number on the tag attached to the cable harness and etched on the top or side of the endpoint housing .
The ORION Endpoints compatible with the Trimble Ranger 3 are the ORION ME, ORION SE (mobile mode), and ORION CE units.
ORION ME endpoints are tw o-way water endpoints for mobile ap pl ic ati ons. ORION ME endpoints are easily upgraded from mobile to fixed network data collection without rolling a truck or reprogramming the endpoint, preparing you for the future.
ORION CE endpoints are one-way water endpoints desi g ned for mo bi l e meter re adi ng . Activating the Endpoint
ORION ME and ORION CE endpoints are shipped in “Pause” mode, an inactive, non­transmitting state. The endpoint offers a Smart Activation feature. After installation, the endpoint begins broadcasting data when the encoder to which it is connected first senses water usage. The amount of water usage required to activate an endpoint is determined by the meter size, number of dials, and unit of measure. No field programming or special tools are required to activate the endpoint.
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Endpoint Instal la t ion Guidelines
The radio transmission performance is dependent on a number of factors that include lid design, foliage, below grade mounting and metal objects either in the path or near the desired line of site.
To maximize propagation of the radio signal refer to the ORION Water Endpoint Installation
Manual (ORI-UM-00025) and Understanding RF Propagation of AMR/AMI Systems Whitepaper (MRT-WP-1).
These documents can be found at www.badgermeter.com
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Meter Indoor Installation
The endpoint should be mounted outs i de the bui l ding or in the floor joist near an outside wall, and away from large metal objects for maximum propagation of the radio signal. The remote installation bracket helps for indoor installations such as a floor joist.
If the meter is installed indoors, a radio endpoint could be mounted outdoors on the outside of the building.
The ORION Remote Wall Mount Enclosure is designed for mounting ORION endpoints in indoor or outdoor environments and also provides an environmentally protected area for gel splicing connections (if needed) to be maintained inside the enclosu r e.
Remote Wall Mount Box Enclosure Kit (66009-004).
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Meter Pit Installation
Migratable and Classic endpoints: Mounting through a nonmetal pit lid is recommended for maximum propagation of the radio signal.
For more detailed information, please visit our website at www.badgermeter.com to review the ORION Water Endpoint I nstallation Manual (ORI-UM-00025) and the ORION Water Endpoint Installati on Kits Ordering Guide (ORI-OG-02133).
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Trimble Ranger 3
The Trimble Ranger handheld computer is a flexible and easy-to-use tool which is compatible with various meter reading technologies. It provides utilities with a handheld interrogator that can be operated with a touch screen or customized keypad for data entry.
An ORION equipped handheld can be used for meter reading, final reads, collection of historical interval data, programming endpoints and as a troubleshooting tool in the field.
For technical information regarding the handheld, consult the ORION Field Application 4.X for Trimble Ranger 3 with BEACON User Manual which can be found at www.badgermeter.com.
Features of the T rimble Ranger 3
The ORION transceiver in the handheld listens for transmissions sent from an ORION endpoint and matches the unique ORION serial number to an account record that has been loaded into the handheld.
Flexible for Manual and ORION radio reads means fully automated data collection system or gradual implementation
ME endpoint sends a signal approximately every 5-6 seconds
902-928 MHz Frequency Hopping Spread Spectrum (FHSS)
The handheld will conserve battery power when not in use
Full day of meter reading under normal conditions
Optional field replaceable battery pack and vehicle charger are
available for purchas e
Data will not be lost if the battery dies
5000 accounts can be loaded in a route file for meter reading
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Getting Started
The customized keypad allows basic data entry as well as access to optional applications such as flashlight and camer a.
To turn the handheld on, press and release the green power button.
Note: Pressing the green power button for 3+ seconds will result in a soft reboot of the handheld.
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Opening the ORION Field Application
When the handheld powers on, the W indows Desktop displays.
1. Using the stylus tap the Windows icon in the lower left corner of the screen or usi ng the keypad press the Windows icon to expand the Start menu.
2. Using the stylus, tap the Badger Meter Applications folder or use the Arrow Keys until the Badger Meter Applications folder is highlighted and press Enter on the Keyboard.
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3. Tap the ORION Field Application icon with the stylus or use the Arrow Keys until the ORION Field Application folder is highlighted and press Enter on the Keyboard.
4. Verify that the date, time and time zone are correct and tap OK on the left side of the toolbar or press the Left button on the keypad.
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5. Tap Read Route with the stylus, or press the c enter button, or Enter on the keypad.
6. Use the keypad to enter a 3 to 5 charac ter p er sonal identification number (PIN), then tap OK on the left side of the toolbar or press the center button, Enter button or the Left key on the keypad.
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Display Fields
Display information on the customer account record is passed from the BEACON software. There are 5 default fields that display.
Account Name Location Address Meter ID Location Name Account ID
These fields are customizable in the Trimble settings. Up to 9 fields can be displayed. See page 36 for instructions on how to change the display fields.
Additional information on the account record screen includes:
Technology & Endpoint Serial Number Service – Serv1, Serv2 etc. Progress – Percentage of meters read Reading Hardware configured M, C and V
for example ORION Transceiver
Battery Status – tap the bar to display percentage
Green > 65% charged Yellow between 35% and 64% charged Red < 35% charged Blue charging
Messages & Work Items buttons Status Indicators
Note: Clicking an icon will display a description for what the icon represents.
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ORION RF Reads
When an ORION endpoint transmits a read, one of several results can occur:
The handheld is in range and receives a transmission and stores the reading.
The handheld receives a transmission that reports an alert such as tamper or potential leak.
No transmission is received.
Below are common reasons for not capturing a read:
Incorrect endpoint serial number
Endpoint radio is paused or stopped
Account record is not loaded into the handheld
Handheld is out of range of the endpoint
Obstructed line of site between the handheld and endpoin t
Auto Mode Vs Manual Mode
There are 2 Modes for meter reads: Manual Advance Mode and Auto Advance Mode. Manual Mode – Advances to the next account when a reading is received (or entered)
even if the next account has a reading stored. Auto Mode – Advances to the next unread meter when a reading is received (or entered).
To toggle between Auto and Manual modes, press and release the A key on the keypad twice “AA”.
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Route Reading
When a meter is read, the account record updates and advances to the next account record or the next account waiting for a read based on your settings.
To view the previous account record tap the < Arrow on the left of the screen or press the letter P two times on the keyboard “PP”.
To view the next account record tap the > Arrow on the right of the screen or press the letter N two times on the keyboard “NN”.
Note: To scroll through account records tap the Left Arrow or “PP” on your keypad to view previous account.
Tap the Right Arrow or “NN” on your keypad to view the next account.
Tamper Processin g
When an ORION endpoint passes a Tamper flag back to the Trimble the Tamper processing options automatically open on the Trim ble.
Tap on Trouble Code to select a pre-defined message to send back to the route management software.
A manual read can also be added by the meter reader at this time by using the keypad. If you are unable to capture a manual reading tap Cancel to continue reading.
When finished with the tamper processing, tap OK or press the LEFT button on the keypad.
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Manual Readings
A manual read can always be entered even if the account record is an ORION radio read.
Use the keypad to enter the meter reading. Press Enter or the center button on the
keypad to apply the reading.
Note: Be sure to enter the manual read to your billing units. The route management software will not apply any resolution logic to a manually entered reading.
Trimble® and ME
High/Low Alerts
In this example, the software is notifying you the reading is higher or lower than expected based on previous readings.
Note: Notifications will pass to BEACON software and will be available for viewing. If the read was entered manually, the Trimble may ask you to confirm or re-enter the
reading before allowing you to move on to the next account.
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Clear a Reading
To clear an applied reading, tap Menu on the left side of the toolbar to bring up a list of commonly used options.
Use the Arrows on the keypad to scroll to Clear Reading and press Enter, or use the stylus to tap on Clear Reading.
You may also choose to tap the CLEAR button on the key pad.
Tap Yes on the toolbar to erase the reading and return to the account record.
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Work Items
Work items can be used to collect historical interval data, extended status or endpoint firmware version from ORION ME endpoints. There are two ways to request work items during route reading.
Office Generated Work Items: Field Generated Work Items:
*Automatic as part of the load *Manual Process initiated by the meter
Collector function reader *Applies to select accounts chosen *Select ORION ME accounts *Data transfers to BEACON as part *Data transfers to BEACON as part
of Sync feature of Sync feature *Hourly Data available in Beacon from *Hourly Data available in Beacon from
Mobile Endpoints Mobile Endpoints
Field Generated
The following pages provide an example of how to get field requested historical interval data.
Tap Work Items box to open the Work Tap the desired work item such as Items menu. Historical Interval Data.
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Tap number of days to collect, for example Historic Interval Data. 30 days of hourly reads. (Processing)
Tap the correct Test Circle. The handheld software will notify the
user when the work item is complete.
Note: Extended Status is automatically captured when a Work Item is requested. For training purposes tap View.
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View will display a summary of the OK will return the user to the Work
Historical Interval Data and Status Items menu. Tap Close to return Indicator. to the account record.
Quick Keys
Quick Keys allow the user quick access to commonly used menu items. Most quick keys are identified by yellow text above the corresponding alpha key.
BB – Add/Remove Bookmark CC – Page through Bookmarked
Accounts
DD – Change Read Direction FF – Route Start HH – View High/Lows KK – Settings Screens Fn+L Flashlight NN – Next Account Record Fn+N Messages PP – Previous Account Record RR – Reader Code SS – Search Function TT – Trouble Code UU – Next Unread WW – Cycle Through Skipped Accounts ZZ – Skip Meter
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Bookmark
“BB” - Add/Remove Bookmark “CC” – Pages through Bookmarked
Accounts Note: There is a search option to see all bookmarked accounts.
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Read Direction
“DD” - Changes Read Direction. Tap Yes to read the route in reverse order.
To return to the forward read direction press “DD” again and repeat the process.
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Route Start
“FF” – To quickly get to the first account
record.
View High/ Low
“HH” – View High/Low options
Displays the High Value, Low Value and possibly the Previous Read. The odometer reading is expected to fall between the High and Low range. Note: If the odometer reading entered by the meter reader does not fall within the expected range, the account record is flagged with high or low.
Trimble® and ME
Settings Menu
“KK” – To access the Settings menu.
Settings will determine how the handheld will function during the meter reading cycle. A full description of all settings starts on page 33 of this manual.
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Flashlight
“Fn+L” – Keys toggle the flashlight on and off.
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Next Account
“NN” – Advances the user to the next account record. Note: In Manual Mode, the handheld software advances to the next account record
regardless if it is read or unread. In Auto Advance Mode, the handheld software advances to the next unread meter.
Messages
“Fn+N” – Opens the Edit Extended Comment screen and allows the reader to pass
a comment to the office about the account. Use the keypad to type a message that applies to the account record. Tap Save to keep the message or Cancel to disreg ar d the mess ag e .
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Progress
“QQ” – Summarizes the progress of the loaded Route.
Tap Details to view additional information. Tap Back to return to the account record.
Reader Codes
RR” – Reader codes are predefined fl ag s used to notify the office about a specific account record. U p to 3 Rea der co des can be attached to a single account record by using the stylus to tap on the desired codes, or the arrow keys and center button. Tap Save to keep your changes.
Note: Reader codes are built and maintained in the BEACON software.
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Search
SS” – Search allows the user to easily find a specific customer account record.
Tap Select Criteria to view a list of search by options. Search by options include most fields from BEACON as well as other criteria like :
Bookmarked, Exception Reader Code, Skipped Trouble Code, Unread
For training purposes we will search by Last Name. Tap Last Name or use the up and down arrows on the handheld keypad to highlight Last Name and press Enter or tap Select.
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Use the keypad to type the Search By value in the text box.
For example, we would like a LIST of all account records whose LAST NAME, CONTAINS the letters SON
Tap Search on the left side of the toolbar.
Note: Search criteria is not case sensitive. The keypad has a backspace/delete key
and a space key
Reminder: When Last Name is chosen, the software will search for matching criteria within the full account record name.
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List view identifies account records with a reading by using a green checkmark.
Use the scroll bar or keypad arrows to review the search results and select the desired account record.
For training purposes, we will ask you to tap Close to return to the Search screen.
Search criteria can be easily changed. For example, tap Contains if you would like to change the criteria to Starts With or Ends With.
Tap List to change the view type to Grid or Paged results.
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Tap the Plus Sign to add additional search criteria.
The following images displays the account records where the Last Name (full name) Contains son and the Street Name (full address) Contains oak. The results will display in a Grid format.
Grid View Paged Vi ew
Tap Select to display the desired account record.
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Trouble Codes
TT” – Trouble Codes Trouble Codes are predefined codes that help the meter reader noti fy the o ffice about the type of trouble they had getting a meter read.
Unread Meter
“UU” – Unread, automatically advance
the account record screen t o the next unread meter.
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Reminder: “SS” (Search) has an option to display all Unread Meters
Skipped Meter “WW” – Cycles you through the account “ZZ” – will add or remove a Skip Code as
records that are flagged as Skipped. defined in Settings .
Reminder: There is a search option to display all skipped accounts.
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The software will notify the user when all routes are completed and ready to be unloaded.
Tap OK to return to the Account Record.
Menu
The Menu button on toolbar allows access to commonly used functions such as:
Search
Clear Reading
Select Route
Progress
Quick Read
In route reading the Quick Read option is helpful when the ORION endpoint is not loaded into the handheld properly, i.e. the wrong endpoint serial number was passed to the handheld from the Beacon software.
For this example, tap Quick Read.
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ORION Quick Read-All will display the endpoint serial number, Reading, (technology and encoder) Type and Status(es) of all endpoints in range. These results can be helpful when the meter reader does not have access to the meter.
Note: there are two views available: List and Paged
List View Paged View
Tap Back to return to the ORION Field Application.
Settings Menu
“KK” – to access the Settings menu.
Settings will determine how the handheld will function during the meter reading cycle.
We will discuss each settings option.
Hardware Options must be accessed from the Main Menu. These settings are established at time of training.
If you would like to review your hardware settings tap Back to return to the Acco unt Record.
Tap Home to return to the Main Menu.
Note: Some Settings Options require BEACON AMA software. Some Settings Options are password protected and defined by your supervisor.
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Hardware Settings
Hardware Options – Hardware configuration must be accessed from the Main Menu.
Allows the user to add a device such as an external ORION ME transceiver or ORION CE receiver, change assigned ports and remove assigned devices.
Hardware settings are defined during training for each technology used. COM 7 is used for internal ORION hardware such as an internal CE receiver or an internal ME transceiver. Internal hardware COM settings are detected and set by the software. COM 1 is used for hardware that is attached to the 9-pin serial port on the bottom of the handheld. COM 4 is used to identify an external ME transceiver.
Note: More detailed settings definitions can be found in the back of this guide as well as in the ORION Field Application 4.X User Manual.
Route Reading – Setting s Defi ned
Enable BEACON AMA Functionality – Pairs the device with BEACON AMA and unlocks
advanced functions. BEACON AMA software is required. Route Reading Options
Comment Display Options – allows the user to choose which alerts and messages to display. When the box is checked the popup alert is active.
• Auto Display Alert Code
• Auto Display to Reader Message
• Display No Usage Alert Dialog (Manual read)
• Display Reverse Flow Alert Dialog (Manual Read)
Display Field Options – Enhancements to handheld default displays require BEACON AMA software.
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Quick Keys – Allows the user to change Quick Key preferences from Double Tap to Single Tap.
Reading Entry Direction – Allows the user to change the default Left to Right read direction on select services. This is helpful when manual reads are entered.
• Serv1 Left to Right
• Serv2 Left to Right
• Serv3 Left to Right
Show Route Complete Messages – Allows the user the option to display a popup when each route is complete.
Route Processing Options –
High/Low options – (password protected) Allows changes to the requirements needed when a manual reading is entered outside of the expected high/low range.
Advance on High/Low (RF only)
Beep on High/Low (RF only)
Show High/Low Values
High/Low Inclusive – signals alert when the reading equals the high or low value
Manual Entry Exception Processing – Configured to accept the reading, acknowledge the reading, or reenter the reading
Show Previous Read
Route Boundary Alerts – Allows the user the ability to display a popup when they are crossing over to another route.
Allow Manual Route Complete – Allows the user to manually flag a route as complete
Skipped Options – Allows the user the ability to identify why a meter is unread.
Disabled (not used)
Requires No Code – An unread meter, flagged as skipped and no explanation is required.
Requires Trouble Code – An unread meter, flagged as skipped and using a predefined Trouble Code.
Requires Reader Code - An unread meter, flagged as skipped and using a predefined Reader Code.
Route Start Option – Allows the user to define the route start quick key option.
• Start of Route
• Start of File
Data Transfer Options – Defi nes how the data is transferred to and from the handheld. These settings are password protected.
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Auto Start Wi-Fi – This option is used when the route file is configured to transfer wirelessly.
Auto Transfer On Dock – This option is used when the route file is configured to transfer by network cable.
Handheld Device Name – A unique name is required for each handheld when route data is transferred wirelessly for some software packages.
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Appendix
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Trimble – Setting the Comm Mode Button
Setting the Comm Mode button makes the Data Sync process between the Trimble handheld and BEACON software as easy as a press of a button.
Follow the steps below to complete the setup.
1. Click on the windows Start button
2. Click on the Settings Icon
3. Click on the Personal folder
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4. Click on the Buttons Option
5. Scroll until you find the COMM MODE button and click on it to select.
6. Click on the Assign a Program dropdown and scroll until you find the Start COMM Mode option and click to select.
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7. Click on the OK button.
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Making Water Visible®
BEACON, Making Water Visible and ORION are registered trademarks of Badger Meter, Inc. Other trademarks appearing in this document are the property of their respective entities. Due to continuous research, product improvements and enhancements, Badger Meter reserves the right to change product or system specifications without notice, except to the extent an outstanding contractual obligation exists. © 2017 Badger Meter, Inc. All rights reserved.
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