Fluke 750SW Operating Manual
DPCTrack2TM
Calibration Management Software
Users Manual
August 2011
© 2011 Fluke Corporation. All rights reserved. All product names are trademarks of their respective companies.
License Agreement
This software and accompanying documentation are protected by United States copyright
law and also International Treaty provisions. Any use of this software in violation of
copyright law or the terms of this agreement will be prosecuted fully.
DPCTrack2 is copyright © 2011 by the Fluke Corporation, all rights reserved.
Fluke authorizes you to make archival copies of this software for the sole purpose of
backing up and protecting your investment from loss. Under no circumstances may you
copy this software or documentation for the purposes of distribution to others. Under no
conditions may you remove the copyright notices made part of the software
documentation.
Fluke warrants that the software will function as described in this document or in the
online help for a period of 60 days from receipt. If you encounter a bug or deficiency, we
will require a problem report detailed enough to allow us to find and fix the problem. If
you properly notify us of such a software problem within the warranty period, Fluke will
update the defective software at no cost to you.
Fluke assumes no liability for the use of DPCTrack2 beyond the original purchase
price of the software. In no event will Fluke be liable to you for additional damages,
including any lost profits, lost savings, or other incidental or consequential damages
arising out of the use of or inability to use these programs, even if Fluke has been
advised of the possibility of such damages.
By using this software you agree to the terms of this section. If you do not agree, you
should immediately return the entire DPCTrack2 package.
All Fluke product names are trademarks or registered trademarks of the Fluke
Corporation. Other brand and product names are trademarks or registered trademarks of
their respective holders.
Table of Contents
Chapter Title Page
1 Introduction ......................................................................................... 1-1
1.1 Introduction..................................................................................................1-3
2 Installing DPCTrack2 .......................................................................... 2-1
2.1 DPCTrack2 Installation ...............................................................................2-3
2.2 System Requirements ..............................................................................2-3
2.3 Procedures ...............................................................................................2-3
2.4 Licensing .................................................................................................2-3
3 Getting Started .................................................................................... 3-1
3.1 Starting the Program ....................................................................................3-3
3.2 Logging onto the System .............................................................................3-3
3.3 Security ........................................................................................................3-3
3.4 Predefined User Groups, User IDs and Passwords ......................................3-4
3.5 About the Sample Records...........................................................................3-4
3.6 Import DPCTrack Data................................................................................3-4
3.7 Common Usage Scenario.............................................................................3-5
3.7.1 Instrument Record Creation / Revision / Retirement ..........................3-5
3.7.2 Test Instrument Record Creation / Revision / Retirement...................3-5
3.7.3 Use of your Company’s Calibration Program .....................................3-5
3.7.4 Upload/Download................................................................................3-5
3.7.5 Reports.................................................................................................3-6
4 Home Screen ....................................................................................... 4-1
4.1 Using the Home Screen ...............................................................................4-3
4.2 Menu Toolbar ..............................................................................................4-3
4.2.1 File Menu..............................................................................................4-3
4.2.2 Tools Menu...........................................................................................4-5
4.2.3 Records Menu.......................................................................................4-8
4.2.4 Reports Menu .......................................................................................4-8
4.2.5 Lists Menu ............................................................................................4-8
4.2.6 Help Menu ............................................................................................4-8
4.3 Main Toolbar ...............................................................................................4-9
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4.4 Navigation Toolbar ......................................................................................4-9
4.5 Work Area....................................................................................................4-9
5 Overview of Standard Screens........................................................... 5-1
5.1 Standard Screens..........................................................................................5-3
5.2 Overview of Buttons....................................................................................5-4
5.2.1 Add New Record ..................................................................................5-4
5.2.2 Save Record..........................................................................................5-4
5.2.3 Copy Current Record............................................................................5-4
5.2.4 Find Record ..........................................................................................5-4
5.2.5 List Records..........................................................................................5-4
5.2.6 Cancel Changes ....................................................................................5-4
5.2.7 Print Master Report ..............................................................................5-4
5.2.8 Preview Master Report .........................................................................5-4
5.2.9 Show Work History..............................................................................5-4
5.2.10 Close Form .........................................................................................5-4
5.2.11 Help ....................................................................................................5-4
5.3 Data Fields/Lists Menu................................................................................5-4
5.4 File Menu.....................................................................................................5-5
5.5 Edit Menu ....................................................................................................5-5
5.6 Reports Menu...............................................................................................5-5
6 User Administration and Levels of Access....................................... 6-1
6.1 Employee Record Screen.............................................................................6-3
6.1.1 General Info Tab...................................................................................6-3
6.1.3 Force Log Off User ..............................................................................6-5
6.2 User Groups Screen .....................................................................................6-5
6.2.1 Group Type...........................................................................................6-5
6.2.2 Members Tab........................................................................................6-6
6.2.3 Access Levels Tab................................................................................6-6
6.2.4 Reminder Options Tab .........................................................................6-7
6.3 User Administration Screen.........................................................................6-8
7 System Options ................................................................................... 7-1
7.1 System Options............................................................................................7-3
7.1.1 Database Name.....................................................................................7-3
7.2 System Settings Tab.....................................................................................7-4
7.2 System Settings Tab.....................................................................................7-4
7.2.1 Last Date The System Database Was Backed Up ................................7-4
7.2.2 Number Of Days Between Backup Warnings......................................7-4
7.2.3 Number Of Days Before User’s Password Expires..............................7-4
7.2.4 Number of Logons Before Disabling (“0” = Never Disable) ...............7-4
7.2.5 Minimum Password Length..................................................................7-4
7.2.6 Number Of Passwords To Remember ..................................................7-4
7.2.7 Minimum Password Age To Allow Change (Days).............................7-5
7.2.8 Number Of Minutes Before Time-Out .................................................7-5
7.2.9 System Date Format .............................................................................7-5
7.2.10 System Decimal Number Format .......................................................7-5
7.2.11 Default Skin........................................................................................7-5
7.2.12 Allow User Skin Override ..................................................................7-5
7.2.15 Warn On Overdue Test Instruments During Cal Entry ......................7-6
ii
Contents (continued)
8 User Defined Labels............................................................................ 8-1
8.1 User Defined Labels ....................................................................................8-3
8.2 Column Descriptions ...................................................................................8-3
8.3 Modifying Field Labels ...............................................................................8-4
9 Company Record Screen.................................................................... 9-1
9.1 Company Records........................................................................................9-3
9.2 Tabbed Notebook Section............................................................................9-3
9.2.1 General Info Tab...................................................................................9-3
9.2.1.1 Address Lines 1 & 2, City, State, Zip & Country .........................9-3
9.2.1.2 Contact, Phone & Email................................................................9-3
9.2.2 Other Addresses Tab ............................................................................9-4
9.2.3 Options Tab ..........................................................................................9-4
9.2.4 Default Reports Tab .............................................................................9-7
9.3 Change Company Name ..............................................................................9-7
10 User Defined Variables and User Defined Lists ............................... 10-1
10.1 User Defined Options & Required Fields..................................................10-3
10.2 Adding User Defined Variables.................................................................10-3
10.2.1 Selecting a File Type ..........................................................................10-3
10.2.2 Entering the Variable Name ...............................................................10-4
10.2.3 Selecting the Field Data Type ............................................................10-4
10.2.4 Deleting a User Defined Variable ......................................................10-5
10.2.5 Reordering User Defined Variables ...................................................10-5
10.3 User Defined Lists .....................................................................................10-6
10.3.1 Creating a New List Type...................................................................10-6
10.3.2 Creating List Entries for New List Types...........................................10-6
10.4 Configuring Required Fields......................................................................10-7
11 Reminders ............................................................................................ 11-1
11.1 Reminders ..................................................................................................11-3
11.2 Printing Reminders ....................................................................................11-4
12 Standard Lists ..................................................................................... 12-1
12.1 Standard Lists ............................................................................................12-3
12.2 List Screens................................................................................................12-3
12.2.1 Calibration Frequency ........................................................................12-3
12.2.2 Status ..................................................................................................12-4
12.2.3 Signal Type.........................................................................................12-5
12.2.5 Locations ............................................................................................12-5
12.2.6 Department .........................................................................................12-5
12.2.7 Vendors...............................................................................................12-6
12.2.8 Instrument Type..................................................................................12-6
12.2.9 Responsible Technician......................................................................12-6
12.2.10 Calibration Type...............................................................................12-7
12.2.11 Classification ....................................................................................12-7
12.2.12 Document Type ................................................................................12-7
12.2.13 Equipment Type ...............................................................................12-8
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13 Document Records Screen................................................................. 13-1
13.1 Document Records.....................................................................................13-3
13.2 Tabbed Notebook Section..........................................................................13-4
13.2.1 General Info Tab.................................................................................13-4
13.2.2 Signatures Tab ....................................................................................13-5
13.2.3 Procedure Tab.....................................................................................13-5
13.3 File Menu Options .....................................................................................13-5
13.3.1 New Record[Ctrl + N] ........................................................................13-5
13.3.2 Save Record[Ctrl + S] ........................................................................13-5
13.3.3 Find Record[Ctrl + F].........................................................................13-5
13.3.4 Print Record[Ctrl + P] ........................................................................13-5
13.3.5 Print Preview].....................................................................................13-5
13.3.6 List Records........................................................................................13-5
13.3.7 Delete Record .....................................................................................13-6
13.3.8 Close Form .........................................................................................13-6
13.3.9 Exit DPCTrack2 .................................................................................13-6
14 Equipment Record Screen.................................................................. 14-1
14.1 Equipment Records....................................................................................14-3
14.2 Tabbed Notebook Section..........................................................................14-3
14.2.1 General Info Tab.................................................................................14-3
14.2.2 Additional Info Tab ............................................................................14-4
14.2.3 Instruments/Loops Tab.......................................................................14-4
14.2.4 User Defined Tab ...............................................................................14-4
14.2.5 Notes Tab............................................................................................14-5
14.3 File Menu Options .....................................................................................14-5
14.3.1 New Record[Ctrl + N] ........................................................................14-5
14.3.2 Save Record[Ctrl + S] ........................................................................14-5
14.3.3 Find Record[Ctrl + F].........................................................................14-5
14.3.4 List Records........................................................................................14-5
14.3.5 Delete Record .....................................................................................14-5
14.3.6 Close Form .........................................................................................14-6
14.3.7 Exit DPCTrack2 .................................................................................14-6
15 Instrument Record Screen.................................................................. 15-1
15.1 Instrument Records ....................................................................................15-3
15.2 Tabbed Notebook Section..........................................................................15-3
15.2.1 General Info Tab.................................................................................15-3
15.2.2 Calibration Points Tab........................................................................15-5
15.2.3 Additional Info Tab ............................................................................15-16
15.2.4 User Defined Tab ...............................................................................15-17
15.2.5 Notes Tab............................................................................................15-17
15.3 File Menu Options .....................................................................................15-17
15.3.1 New Record [Ctrl + N] .......................................................................15-17
15.3.2 Copy Record [Ctrl + Y]......................................................................15-17
15.3.3 Save Record [Ctrl + S] .......................................................................15-17
15.3.4 Find Record [Ctrl + F]........................................................................15-17
15.3.5 List Records [Ctrl + L] .......................................................................15-17
15.3.6 Show Work History [Ctrl + K]...........................................................15-17
15.3.7 Delete Record .....................................................................................15-17
15.3.8 Close Form .........................................................................................15-18
15.3.9 Exit DPCTrack2 .................................................................................15-18
iv
Contents (continued)
16 Loop Record Screen ........................................................................... 16-1
16.1 Loop Records.............................................................................................16-3
16.2 Tabbed Notebook Section..........................................................................16-3
16.2.1 General Info Tab.................................................................................16-4
16.2.2 Calibration Points Tab........................................................................16-5
16.2.3 Additional Info Tab ............................................................................16-5
16.2.4 User Defined Tab ...............................................................................16-6
16.2.5 Notes Tab............................................................................................16-6
16.3 File Menu Options .....................................................................................16-6
16.3.1 New Record[Ctrl + N] ........................................................................16-6
16.3.2 Copy Record[Ctrl + Y].......................................................................16-6
16.3.3 Save Record[Ctrl + S] ........................................................................16-7
16.3.4 Find Record[Ctrl + F].........................................................................16-7
16.3.5 List Records[Ctrl + L] ........................................................................16-7
16.3.6 Show Work History[Ctrl + K]............................................................16-7
16.3.7 Delete Record .....................................................................................16-7
16.3.8 Close Form .........................................................................................16-7
16.3.9 Exit DPCTrack2 .................................................................................16-7
17 Test Instrument Record Screen ......................................................... 17-1
17.1 Test Instrument Records ............................................................................17-3
17.2 Tabbed Notebook Section..........................................................................17-3
17.2.1 General Info Tab.................................................................................17-3
17.2.2 Calibration Points Tab........................................................................17-5
17.2.3 Additional Info Tab ............................................................................17-5
17.2.4 User Defined Tab ...............................................................................17-5
17.2.5 Notes Tab............................................................................................17-5
17.3 File Menu Options .....................................................................................17-5
17.3.1 New Record[Ctrl + N] ........................................................................17-5
17.3.2 Copy Record[Ctrl + Y].......................................................................17-5
17.3.3 Save Record[Ctrl + S] ........................................................................17-5
17.3.4 Find Record[Ctrl + F].........................................................................17-5
17.3.5 List Records[Ctrl + L] ........................................................................17-6
17.3.6 Show Work History[Ctrl + K]............................................................17-6
17.3.7 Delete Record .....................................................................................17-6
17.3.8 Close Form .........................................................................................17-6
17.3.9 Exit DPCTrack2 .................................................................................17-6
18 Upload/Do wnload Screen ................................................................... 18-1
18.1 Getting Started ...........................................................................................18-3
18.2 File Menu Options .....................................................................................18-4
18.2.1 Initiate Download/Upload ..................................................................18-4
18.2.2 Close Form .........................................................................................18-4
18.2.3 Exit DPCTrack2 .................................................................................18-4
18.3 Features......................................................................................................18-4
18.3.1 Clear Calibrator Memory....................................................................18-4
18.3.2 Set Calibrator Date/Time to Current Date/Time ................................18-5
18.3.3 View Number of Test Results ............................................................18-5
18.3.4 View/Edit Session Log .......................................................................18-5
18.4 Lists............................................................................................................18-5
18.5 Help............................................................................................................18-5
18.6 Options.......................................................................................................18-5
18.6.1 Download Options..............................................................................18-5
18.6.2 Upload Options...................................................................................18-7
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18.7 Downloading Calibration Items as Tasks ..................................................18-7
18.7.1 Download By......................................................................................18-7
18.7.2 Tag List Operations ............................................................................18-9
18.7.3 Tag List Edit Functions ......................................................................18-10
18.7.4 Tag List Information Functions..........................................................18-10
18.7.5 Adding to the Tag List........................................................................18-11
18.7.6 Removing Items from the Tag List.....................................................18-11
18.7.7 Tag Construction ................................................................................18-11
18.8 Uploading Results as Calibrations .............................................................18-12
18.8.1 Assign Technician to Calibrations......................................................18-12
18.8.2 Default Calibration Type for Uploaded Calibrations .........................18-13
18.8.3 Default Test Instrument Warning Options .........................................18-13
18.8.4 Initiate Upload....................................................................................18-13
18.9 Test Instrument Recognition......................................................................18-16
19 Calibration Screen............................................................................... 19-1
19.1 Calibration Records ...................................................................................19-3
19.2 Tabbed Notebook Section..........................................................................19-3
19.2.1 Header Fields......................................................................................19-3
19.2.2 Item Info (As of Calibration Record Entry Date)...............................19-4
19.2.3 General Calibration Info.....................................................................19-4
19.3 Test Results Tab.........................................................................................19-5
19.3.1 Test Point Groups ...............................................................................19-5
19.3.2 Separate As Found/As Left Inputs......................................................19-6
19.3.3 Modifying Calibration Specifications ................................................19-6
19.3.4 Classifying the Result of a Calibration...............................................19-7
19.3.5 Automatic Warnings and Messages ...................................................19-8
19.3.6 Warnings and Messages That May Appear as a Result of
Options and Default Settings.............................................................19-9
19.3.7 Entering Calibrations in Multi-Mode .................................................19-10
19.4 Test Instruments Tab..................................................................................19-11
19.4.1 How Instrument Types Affect the Available Test Instrument List ....19-12
19.4.2 Show All.............................................................................................19-12
19.5 SOP Tab.....................................................................................................19-12
19.6 User Defined Tab.......................................................................................19-12
19.7 Notes Tab...................................................................................................19-13
20 Import DPCTrack Data ........................................................................ 20-1
20.1 Import DPCTrack Data..............................................................................20-3
20.1.1 Field Mapping ....................................................................................20-4
20.1.2 Frequency Mapping............................................................................20-4
20.2 Possible Errors/Warnings...........................................................................20-5
20.3 Compatibility Limitations..........................................................................20-5
20.3.1 Limitations For Instrument Imports ...................................................20-5
20.3.2 Limitations For History Imports.........................................................20-5
21 Advanced Queries............................................................................... 21-1
21.1 Advanced Queries......................................................................................21-3
21.1.1 Running Previously Saved Advanced Queries...................................21-3
21.1.2 Creating New Advanced Queries and Modifying Existing Queries...21-3
21.1.3 Action Button Sets..............................................................................21-9
21.1.4 Navigating Between Records Included in an Advanced Query List ..21-10
21.1.5 Printing Lists and Saving Them to External Files..............................21-11
21.1.6 Using Advanced Queries in Other Parts of the Program....................21-11
vi
Contents (continued)
22 DPCTrack Explorer.............................................................................. 22-1
22.1 DPCTrack Explorer ...................................................................................22-3
22.1.1 Grouping.............................................................................................22-4
22.1.2 Pop-up Menu Options ....................................................................22-4
22.1.3 Status Indicator Icons .........................................................................22-5
22.1.4 Resetting the Tree...............................................................................22-5
22.1.5 Displaying Additional Information ....................................................22-5
23 Reporting System................................................................................ 23-1
23.1 Reports.......................................................................................................23-3
23.1.1 Report Parameters Tab .......................................................................23-3
23.1.2 Advanced Selection Tab.....................................................................23-4
23.2 Other Options Available on the Reports Menu..........................................23-5
23.2.1 Set Report Directory...........................................................................23-5
23.2.2 Report Maintenance............................................................................23-6
23.3 Printing ..................................................................................................23-6
23.4 Setting Up New Reports ............................................................................23-6
23.4.1 Custom Reports ..................................................................................23-6
23.4.2 Report Maintenance............................................................................23-7
23.5 Adding New Reports from Scripts.............................................................23-9
23.6 Deleting Reports ........................................................................................23-10
24 The Logged Data Screen .................................................................... 24-1
24.1 What is Logged Data?................................................................................24-3
24.2 Uploading Logged Data.............................................................................24-4
24.2.1 Selecting Port......................................................................................24-4
24.2.2 Upload Logs Button ...........................................................................24-5
24.2.3 Show Logged Data Button .................................................................24-6
24.2.4 Log Record .........................................................................................24-6
24.3 Viewing Log Records ................................................................................24-8
24.3.1 Listing Log Records ...........................................................................24-9
24.3.2 Navigating Log Records.....................................................................24-9
24.4 Viewing Logged Data Report ....................................................................24-10
25 Backing Up and Restoring Data......................................................... 25-1
25.1 Backing Up ................................................................................................25-3
25.2 Restore From Backup ................................................................................25-4
26 Troubleshooting .................................................................................. 26-1
26.1 Troubleshooting - Downloading Instruments as Tasks..............................26-3
26.2 Troubleshooting - Device Communication................................................26-3
26.3 Troubleshooting - Uploading Results ........................................................26-4
Appendix A Report Descriptions Listed by Groups ..................................... A-1
Alert Group ........................................................................................................A-1
Calibration Alert Report ................................................................................A-1
Failed Calibrations Report.............................................................................A-1
Calibration Group ..............................................................................................A-1
Calibration Bar Code Label...........................................................................A-1
Calibration Label ...........................................................................................A-1
Instrument Calibration Report (Spec Summary) ...........................................A-1
Instrument Calibration Report (Specs/Test Point).........................................A-1
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Instrument Test Point Analysis......................................................................A-2
Instrument Test Point Trend..........................................................................A-2
Loop Calibration Report (Spec Summary)....................................................A-2
Loop Calibration Report (Specs/Test Point) .................................................A-2
Loop Test Point Analysis ..............................................................................A-2
Loop Test Point Trend...................................................................................A-2
Test Instrument Calibration (Spec Summary) ...............................................A-2
Test Instrument Calibration (Specs/Test Point).............................................A-2
Test Instrument Test Point Analysis..............................................................A-3
Test Instrument Test Point Trend ..................................................................A-3
Company Group.................................................................................................A-3
Events Due (This Company) .........................................................................A-3
Document Group................................................................................................A-3
Document Report...........................................................................................A-3
Documents Due Report .................................................................................A-3
Equipment Group...............................................................................................A-3
Equipment Bar Code Label ...........................................................................A-3
Instrument Group...............................................................................................A-3
Instrument Bar Code Label............................................................................A-3
Instrument Master (Spec Summary)..............................................................A-3
Instrument Master (Specs/Test Point) ...........................................................A-3
Instrument Worksheet (Spec Summary)........................................................A-4
Instrument Worksheet (Spec/Test Point).......................................................A-4
Instrument Due Report ..................................................................................A-4
Inventory Group.................................................................................................A-4
Instrument Inventory .....................................................................................A-4
Loop Inventory ..............................................................................................A-4
Test Instrument Inventory .............................................................................A-4
Logged Data Group ...........................................................................................A-4
Data Log Report ............................................................................................A-4
Loop Group........................................................................................................A-4
Loop Bar Code Label ....................................................................................A-4
Loop Master (Spec Summary).......................................................................A-4
Loop Master (Spec/Test Point)......................................................................A-5
Loop Worksheet (Spec Summary) ................................................................A-5
Loop Worksheet (Specs/Test Point) ..............................................................A-5
Loops Due Report..........................................................................................A-5
Test Instrument Group .......................................................................................A-5
Test Instrument Bar Code Label....................................................................A-5
Test Instrument Master (Spec Summary)......................................................A-5
Test Instrument Master (Specs/Test Point) ...................................................A-5
Test Instrument Reverse Traceability............................................................A-5
Test Instrument Worksheet (Spec Summary)................................................A-5
Test Instrument Worksheet (Specs/Test Point) .............................................A-5
Test Instrument Due Report ..........................................................................A-6
User Group.........................................................................................................A-6
Active Users Report ......................................................................................A-6
Security Log Report ......................................................................................A-6
Appendix B Frequently Asked Questions ..................................................... B-1
Frequently Asked Questions List.......................................................................B-1
viii
Chapter 1
Introduction
Title Page
1.1 Introduction............................................................................................. 1-3
1-1
DPCTrack2
Users Manual
1-2
Introduction
1.1 Introduction 1
1.1 Introduction
This manual has been designed to fit the way users say they work. It is set up logically,
focusing on different areas of the program in the order that they will most likely be used.
The emphasis is on getting the job done in the easiest and most efficient way possible.
This manual was also written under the assumption that the DPCTrack2 program being
used is a full program, including all calibration and system security features. In addition,
it is assumed that the reader has been given access to all areas of the program, however,
this may not be the case. If you notice that the company name, menu items, speed
buttons, screen options, etc. are grayed out, either the program you purchased did not
include those features or your User ID has not been granted access to those areas of the
program.
The initial content of this manual will provide you with an overview of how to get started
with the software installation instructions, logon procedures and standard screen features.
All screens have a uniform look with similar speed buttons and menus, making it easy for
you to adapt to the system quickly.
Each subsequent chapter individually addresses one of the program’s screens or major
functions. In each of these chapters you will find a full description and explanation of the
screens features, as well as detailed, hands-on operating instructions.
The online help system included with DPCTrack2 is full of useful information, similar to
that provided in this manual. It is available at all times when using the program, either by
accessing the Help menu, left-clicking the speed buttons labeled as such, or by pressing
the “F1” key.
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1-4
Chapter 2
Installing DPCTrack2
Title Page
2.1 DPCTrack2 Installation .......................................................................... 2-3
2.2 System Requirements ......................................................................... 2-3
2.3 Procedures .......................................................................................... 2-3
2.4 Licensing ............................................................................................ 2-3
2-1
DPCTrack2
Users Manual
2-2
Installing DPCTrack2
2.1 DPCTrack2 Installation 2
2.1 DPCTrack2 Installation
2.2 System Requirements
To use the DPCTrack2, it is recommended that you have the following hardware and
software:
• A Pentium class 667 MHz or higher computer with a minimum of 256 MB of RAM
(512 MB or more recommended)
• Windows XP or later operating system versions
• A hard disk with at least 500 MB of free space
2.3 Procedures
Single-User License:
• Insert the DPCTrack2 CD into your computer’s CD-ROM drive. If the program does
not autostart, Run “setup.exe”. Follow the prompts on your screen to complete
installation.
2.4 Licensing
The first time you run DPCTrack2 you will see the “DPCTrack2 Licensing” screen with
three options. See Figure 2.1 below.
Start Trial: This will allow you to enter DPCTrack2 for the first 60 days of use without
further action. After 60 days, all features of the DPCtrack2 System except those to
Upload, Download & View the Logs will be restricted. Your trial program comes preconfigured with sample data organized under a company called “Fluke Customer”. If you
wish to change this default name you may do so when you start your trial. See Figure 2.2
Register: Registering the trial will enable you to receive sales support during the
evaluation process. Customers are given the option to register at the following times:
• During the 1
st
run when they select to run a Trial (instead of Activate)
• Every time a Trial expiration warning is shown (if they have not already registered)
• Through a menu option Help Register Now (if they have not already registered)
The registration process is identical, regardless of when the option is selected. The
customer is prompted to enter their basic information – Company, First Name, Last
Name, email & Phone
Activate: Upon selecting Activate you will be prompted for a POP # and other
information for verification. This data is sent for confirmation and used to generate an
Activation Code which will be sent to you for entry it into the DPCTrack2 System.
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Users Manual
Figure 2.1
2-4
Figure 2.2
Installing DPCTrack2
2.1 DPCTrack2 Installation 2
Notes
• The installation directory [INSTALLDIR] defaults to:
“C:\DPCTrack2”. This can be overridden during the installation
process.
• The data directory [DATADIR] defaults to:
“C:\ DPCTrack2\Data”. This can also be overridden during the
installation process. The data directory can be on a shared network
storage device but only this version of DPCTrack2 that is currently
being installed will be able to access it.
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2-6
Chapter 3
Getting Started
Title Page
3.1 Starting the Program................................................................................ 3-3
3.2 Logging Onto the System........................................................................ 3-3
3.3 Security.................................................................................................... 3-3
3.4 Predefined User Groups, User IDs and Passwords.................................. 3-4
3.5 About the Sample Records ...................................................................... 3-4
3.6 Import DPC/Track Data........................................................................... 3-4
3.7 Common Usage Scenario ........................................................................ 3-5
3.7.1 Instrument Record Creation / Revision / Retirement ............................ 3-5
3.7.1.1 Creating Instrument Records in DPCTrack2......................................... 3-5
3.7.1.2 Revising a Master Record...................................................................... 3-5
3.7.1.3 Retiring an Instrument........................................................................... 3-5
3.7.2 Test Instrument Record Creation / Revision / Retirement..................... 3-5
3.7.3. Use of your Company’s Calibration Program ......................................... 3-5
3.7.4 Upload/Download.................................................................................. 3-5
3.7.4.1 Downloading Tasks ............................................................................... 3-6
3.7.4.2 Uploading Results ................................................................................. 3-6
3.7.5 Reports................................................................................................... 3-6
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3-2
Getting Started
3.1 Starting the Program 3
3.1 Starting the Program
To start DPCTRACK2, double-click on the DPCTrack2 icon located in the DPCTrack2
Group. (Multiple instances of DPCTrack2 may not be run concurrently on the same
machine.)
3.2 Logging onto the System
Upon starting DPCTrack2, you will receive a login screen. Login the first time using the
default Admin credentials given below in the Admin user group description section. The
first time you log on, you will be prompted to change the default password to one of your
own choosing.
DPCTrack2 is password protected, so every time you want to use the system, you will
have to enter your "User ID" and "Password". Both the User ID and Password may be
any combination of letters or numbers, although there may be a minimum password
length required, depending on your System settings. (See Chapter 7 SYSTEM OPTIONS,
for details regarding minimum password length.) Also both the User ID and Passwords
are not Case Sensitive. Figure 3.1 shown below, is the screen you will see every time you
log onto DPCTrack2.
3.3 Security
As a measure to prevent unauthorized individuals from gaining access to your records,
DPCTrack2 offers a security feature whereby the administrator may set the number of
times an unsuccessful logon can occur before disabling a User ID. This value is set in the
SYSTEM OPTIONS screen which is available from the File menu at the top left of your
HOME screen (see Chapter 7 for details). An unsuccessful logon occurs when a user
enters an incorrect password for their User ID. When the maximum number of
unsuccessful logons is reached, DPCTrack2 will automatically disable the user, thus
denying them access to the system. When this occurs, only a User that is a member of the
“ADMIN” group can re-enable the User ID. See Chapter 6 for more information on how
to re-enable a user.
Figure 3.1
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3.4 Predefined User Groups, User IDs and Passwords
DPCTRACK2 includes three (3) predefined User Access Groups with Users assigned to
them and one (1) Technician Group with one Technician assigned. The predefined User
Groups are: ADMIN, USER, and READONLY. The Technician Group is TECH. All
DPC/Track users must be assigned to one of the predefined User Access Groups.
The following is a list of the pre-defined User Groups and their descriptions:
Admin
The Admin (Administrator) has full access to all areas of DPCTrack2. Most
notably, the Admin has the ability to perform administrative responsibilities, such
as modifying system options, backing up data, adding technicians and other
users, adding user defined variables, deleting data, among other tasks. Typically,
only one person should serve as the Admin of the DPCTrack2 program. The User
ID and default password for the Admin User group is Admin/Admin.
User
The access rights of the User differ from those of the Admin in that a User cannot
perform administrative tasks. The User has the ability to approve changes, add or
modify records, download and upload tasks to the calibrator and view logged
data. The User ID and default password for the User User Group is User/User.
Read Only
The access rights of the READONLY user are further restricted than those of the
User in that existing data may only be read. However, READONLY user may
download and upload tasks to the calibrator for the purpose of generating Test
Results records. The User ID and default password for READONLY User Group
is READONLY/READONLY.
Technician
There are no access rights for the Technician. The Technician is there for display
purposes only e.g. for Who Calibrated or Responsible Technician. There is no
User ID or password for the Technician.
3.5 About the Sample Records
DPCTrack2 includes a number of sample records intended to help you learn the
operations and features of the program. After becoming familiar with DPCTrack2, you
may want to delete the sample records so as not to interfere with your “real” data. (The
sample records could potentially be included within your reports and data analysis.)
3.6 Import DPC/Track Data
This will allow users to Import DPC/Track data (Instruments, History and Procedures)
into the database. See Chapter 04 Home screen, subsection 4.2.2 Tools Menu.
3-4
Getting Started
3.7 Common Usage Scenario 3
3.7 Common Usage Scenario
This scenario applies to the activities performed by personnel supporting the DPCTrack2
database such as for instrument calibrations maintained in the DPCTrack2 database
and/or instrument creation/revision/retirement.
3.7.1 Instrument Record Creation / Revision / Retirement
Instrument Records may be created or revised in DPCTrack2 for an instrument when it is
determined that its calibration information will be maintained in the DPCTrack2
database. For existing DPC/Track clients you may move your DPC/Track data to the new
DPCTrack2 database. See Chapter 20 of the User Manuals for information about
importing your data.
3.7.1.1 Creating Instrument Records in DPCTrack2
The Administrator or User will select the “Instruments” button and open the “Instrument
Record” screen, and select “Add New Record” icon to create a new Instrument Record in
DPCTrack2 and “Approve” the record. When setting up the calibration points for an
instrument, select the “Show DPC Settings” to allow you to configure your Source Mode
and Measure Mode. This provides the compatibility between the signal type and the
Source Mode and Measure Mode
3.7.1.2 Revising a Master Record
To revise a Master record, , the Administrator or User will access the Master Record Data
Instrument Record, Loop Record, and/or Test Instrument Record), edit and save the
master record data.
3.7.1.3 Retiring an Instrument
To retire an instrument, the Administrator or User or will access the Instrument Record;
change the status to your Company’s retired status and save the master instrument record
data.
3.7.2 Test Instrument Record Creation / Revision / Retirement
DPCTrack2 stores data for Test Instruments separately. The Administrator or User will
select the “Test Instruments” button and open the “Test Instrument Record” screen, and
select “Add New Record” icon to create a new Test Instrument Record in DPCTrack2
and “Approve” the record. Test Instrument records may be associated with a calibration
record for certification and verification purposes. Calibration records will always retain
the Test Instrument assigned regardless of the Test Instrument’s status, therefore it is
recommended that you do not delete Test Instrument records.
3.7.3. Use of your Company’s Calibration Program
The Administrator or User will select “Reports” “Company” “Events Due (This
Company)” from the Home screen to generate an Events Due Report from DPCTrack2 to
determine the monthly list of instruments due for calibration for the upcoming month.
3.7.4 Upload/Download
The Upload/Download screen is used for calibrator communication. The Administrator or
User will select the “Upload/Download” button to open the “Upload/Download” screen.
Tasks can be downloaded to the calibrator and Test Results can be uploaded from the
calibrator to the DPCTrack2 database. During any Download or Upload operation, the
Options screen allows default values to be set for tasks or results created.
Additionally, calibration records are created when results are uploaded and authorized.
DPCTrack2 also associates the calibration record with the appropriate instrument record.
See Chapter 18 for more Upload/Download details.
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3.7.4.1 Downloading Tasks
There are several methods to choose from to generate a list of Tags to download. Before
initiating the download, connect the calibrator to the serial port and turn the calibrator on.
Your calibrator information should display in the “Calibrator Info” section of the
Upload/Download screen. If the information is not displayed, click the Refresh button.
See Figure 3.2. Select the tags you wish to download and then select the “Initiate
Download” button. After the download process is complete, perform the test with the
calibrator.
3.7.4.2 Uploading Results
To Upload results to DPCTrack2, make sure the calibrator is connected and powered on,
then select the “Initiate Upload” button. You will be required to authorize the results
before they will be added to DPCTrack2.
3.7.5 Reports
After uploading the test results, you can then view your results within DPCTrack2. To
review your results, select the Reports menu in the Home Screen or view the Calibration
record for the instrument by selecting the Calibration button and selecting the instrument
you wish to preview.
Figure 3.2
3-6
Chapter 4
Home Screen
Title Page
4.1 Using the Home Screen ..........................................................................4-3
4.2 Menu Toolbar ......................................................................................... 4-3
4.2.1 File Menu ........................................................................................... 4-3
4.2.1.1 User Logon..................................................................................... 4-4
4.2.1.1 User Logoff .................................................................................... 4-4
4.2.1.2 Change Password ........................................................................... 4-4
4.2.1.3 Change User................................................................................... 4-4
4.2.1.4 User Administration ....................................................................... 4-4
4.2.1.5 Employee Records ......................................................................... 4-4
4.2.1.6 Group Records ............................................................................... 4-4
4.2.1.7 System Options ..............................................................................4-4
4.2.1.8 Exit DPCTrack2............................................................................. 4-4
4.2.2 Tools Menu......................................................................................... 4-5
4.2.2.1 Backup Database............................................................................ 4-5
4.2.2.2 User Defined Variables.................................................................. 4-5
4.2.2.3 User Defined Labels....................................................................... 4-5
4.2.2.4 User Defined Lists.......................................................................... 4-5
4.2.2.5 Required Fields ..............................................................................4-5
4.2.2.6 Change Company Name ................................................................ 4-5
4.2.2.7 Import DPCTrack Data .................................................................. 4-5
4.2.3 Records Menu..................................................................................... 4-8
4.2.4 Reports Menu ..................................................................................... 4-8
4.2.5 Lists Menu.......................................................................................... 4-8
4.2.6 Help Menu.......................................................................................... 4-8
4.3 Main Toolbar ..........................................................................................4-9
4.4 Navigation Toolbar ................................................................................. 4-9
4.5 Work Area .............................................................................................. 4-9
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Home Screen
4.1 Using the Home Screen 4
4.1 Using the Home Screen
Figure 4.1 below, is the system’s HOME SCREEN. This is the main screen you work
from when you are using DPCTrack2. It has the buttons and menu items used to activate
every other branch and/or function of the system. Keep in mind that the buttons and menu
items that are available to a user at any given time are strictly dependent upon the level of
system access that they have been granted. An overview of this screen’s sections is
provided below. However, for more detailed information on any of the items mentioned,
please refer to the pages dedicated to those topics in the other sections of this manual.
4.2 Menu Toolbar
The menu toolbar contains six (6) menus, File, Tools, Records, Reports, Lists, and Help,
each of which enables you to perform a number of different actions or functions related
to the system.
4.2.1 File Menu
Opening the File menu when the HOME SCREEN is displayed provides you with the
following options: (See Figure 4.2 below)
Figure 4.1
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4.2.1.1 User Logon
This option will be grayed out unless there is not a User logged on. If there is no User
logged on this option and Exit DPCTrack2 will be the only accessible choices. Selecting
this option with no User logged on, will bring up the DPCTrack2 logon screen.
4.2.1.1 User Logoff
This will logoff the current user but will not close DPCTrack2
4.2.1.2 Change Password
This will open a new screen requiring the current user to change their password
4.2.1.3 Change User
This will logoff the current user but will not close DPCTrack2
4.2.1.4 User Administration
This screen allows the user to add Employees, Copy an employee record, View a selected
Group or Employee record, (This is covered in depth in Chapter 6)
4.2.1.5 Employee Records
This screen allows the user to view, add or change employee records. (This is covered in
depth in Chapter 6)
4.2.1.6 Group Records
This screen allows the user to add/delete members for groups, the levels of access for
each group and reminder options. (This is covered in depth in Chapter 6)
4.2.1.7 System Options
This screen allows the user to change or modify options that are system wide. (This is
covered in depth in Chapter 7)
4.2.1.8 Exit DPCTrack2
This will logoff the current user and close DPCTrack2
Figure 4.2
Figure 4.3
4-4
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