Gasboy Fleet Head User Manual
Fleet Head Office System
This document is based on Orpak’s FHO and FMS Installation and User
and
Fuel Management Software
MDE-4821H
INSTALLATION and USER’S MANUAL
This manual supports software released version 6.4.45
manuals P/N 817423708 and 817423706
PROPRIETY NOTICE
This document contains propriety and confidential information. It is the property of ORPAK SYSTEMS
Ltd. It may not be disclosed or reproduced in whole or in part without written consent of ORPAK
SYSTEMS. The information in this document is current as of the date of its publication, but is subject to
change without notice.
DISCLAIMER
This document is provided for reference only. Although every effort has been made to ensure correctness,
ORPAK SYSTEMS does not guarantee that there are no errors or omissions in this document.
This document is the prop erty of:
ORPAK SYSTEMS Ltd.
ISRAEL
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TABLE OF CONTENTS
1
GENERAL DESCRIPTION
1.1. INTRODUCTION .............................................................................................................. 25
1.2. FHO PRODUCT OVERVIEW ........................................................................................... 25
1.2.1. General ................................................................................................................................ 25
1.2.2. Features ............................................................................................................................... 25
1.2.3. Fleet Management .............................................................................................................. 26
1.3. FMS PRODUCT OVERVIEW ........................................................................................... 27
1.3.1. General ................................................................................................................................ 27
1.3.4. Authentication ..................................................................................................................... 28
1.3.5. Protection ............................................................................................................................ 28
1.4. MANUAL STRUCTURE ................................................................................................... 29
1.5. USING THIS MANUAL .................................................................................................... 30
1.6. REFERENCES ................................................................................................................... 31
2 SOFTWARE AND HARDWARE REQUIREMENTS
2.1. INSTALLATION ................................................................................................................ 32
2.2. POWER SOURCE .............................................................................................................. 32
2.3. HARDWARE REQUIREMENTS ...................................................................................... 32
2.3.1. General ................................................................................................................................ 32
2.3.2. Hardware Configuration for One Station ........................................................................... 32
2.3.3. Medium PC Configuration ................................................................................................. 33
2.3.4. FHO AND FMS Server Configuration ............................................................................... 33
2.4. HASP KEY ......................................................................................................................... 35
2.5. INTERNET ......................................................................................................................... 36
2.6. DATABASE ........................................................................................................................ 36
2.7. MS WINDOWS SERVICES .............................................................................................. 36
2.8. ACCESS REQUIREMENTS ............................................................................................. 36
2.9. SERVER SECURITY RECOMMENDATIONS ................................................................ 36
3 APPLICATION INSTALLATION
3.1. GENERAL .......................................................................................................................... 38
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3.1.1. Database Requirements ....................................................................................................... 39
TABLE OF CONTENTS
3.1.1.1. Server Database .............................................................................................................. 39
3.1.1.2. Medium PC Database ..................................................................................................... 39
3.2. EXPRESS INSTALLATION .............................................................................................. 39
3.3. CUSTOM INSTALL – FULL LOCAL ............................................................................... 47
3.4. CUSTOM INSTALL – FULL REMOTE ........................................................................... 54
3.5. CUSTOM INSTALL – HEAD OFFICE ONLY ................................................................. 56
3.6. CUSTOM INSTALL – DATABASE ONLY....................................................................... 59
3.7. UPGRADING HO .............................................................................................................. 61
3.8. UNINSTALLING HO ......................................................................................................... 63
3.9. F AILURE T O RUN THE HO PROGRAM ........................................................................ 67
4 COMMON FUNCTIONAL PRINCIPLES
4.1. GENERAL .......................................................................................................................... 69
4.2. TERMINOLOGY ............................................................................................................... 69
4.3. COMMON ACTIONS IN GRID ........................................................................................ 70
4.3.1. General ................................................................................................................................ 70
4.3.2. Navigating a Grid ................................................................................................................ 70
4.3.3. Selecting a Row in a Grid ................................................................................................... 71
4.3.4. Marking Row(s) in a Grid ................................................................................................... 71
4.3.5. Sorting a Grid ...................................................................................................................... 71
4.3.6. Filtering a Grid .................................................................................................................... 72
4.4. NAV IGATION NOTES ...................................................................................................... 73
4.4.1. General ................................................................................................................................ 73
4.4.2. Not Saving Change ............................................................................................................. 73
4.4.3. Filling All Fields ................................................................................................................. 73
4.4.4. Saving Data ......................................................................................................................... 74
4.5. LOG FILES ......................................................................................................................... 74
4.5.1. General ................................................................................................................................ 74
4.5.2. Enabling Log File ............................................................................................................... 74
4.5.3. Logs Loc a t i on ..................................................................................................................... 75
4.5.4. Types of Log Files ............................................................................................................... 75
5 GETTING STARTED
5.1. GENERAL .......................................................................................................................... 76
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5.2. FHO/FMS APPLICA TION STARTUP .............................................................................. 76
TABLE OF CONTENTS
5.3. LOGIN ................................................................................................................................ 77
5.3.1. User and Password Identification ....................................................................................... 77
6 OPERATING AS ADMINISTRATOR
6.1. GENERAL .......................................................................................................................... 80
6.2. ADMINISTRA T OR APPLICATION START SCREEN .................................................... 80
6.3. NAVIGATING THROUGH THE ADMINISTRA TION APPLICATION ......................... 81
6.4. SETUP SECTION .............................................................................................................. 81
6.4.1. General Tab ......................................................................................................................... 82
6.4.2. Fleet Management Import ................................................................................................... 84
6.4.3. Reports Tab ......................................................................................................................... 85
6.4.4. Formats Tab ........................................................................................................................ 87
6.4.5. Alarms Tab .......................................................................................................................... 89
6.4.6. Products T ab ....................................................................................................................... 90
6.4.6.1. Creating a New Product ................................................................................................. 91
6.4.6.2. Product Properties .......................................................................................................... 92
6.4.6.3. Deleting a Product .......................................................................................................... 92
6.4.7. Price Lists ........................................................................................................................... 93
6.4.7.1. General ........................................................................................................................... 93
6.4.7.2. Setup .............................................................................................................................. 93
6.4.8. FMS Screen ........................................................................................................................ 95
6.4.8.1. Level Status .................................................................................................................... 96
6.4.8.2. Flow Rate Interval .......................................................................................................... 96
6.4.8.3. Historical Volume Averages for Tanks Calculation ....................................................... 96
6.4.8.4. Fuel Order and Delivery ................................................................................................ 96
6.4.8.5. Depot and Supplier Setup .............................................................................................. 97
6.4.8.6. Deliveries Screen Selection ........................................................................................... 97
6.4.9. Card-Format ........................................................................................................................ 98
6.4.9.1. Defining a New Card Format ......................................................................................... 98
6.4.9.2. Modifying Card Format Properties ................................................................................ 100
6.4.9.3. Deleting a Card Format .................................................................................................. 100
6.4.9.4. Export/Import Card Formats .......................................................................................... 100
6.5. STATIONS TAB ................................................................................................................. 101
6.5.1. Stations Screen .................................................................................................................... 101
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6.5.1.1. Stations Grid Elements ................................................................................................... 102
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6.5.2. New Station Definition ....................................................................................................... 103
6.5.2.1. General ........................................................................................................................... 103
6.5.2.2. Adding a New Station .................................................................................................... 103
6.5.2.3. Station Tab ...................................................................................................................... 104
6.5.2.4. Selecting Different Station Type .................................................................................... 108
6.5.2.5. Product Mapping Tab ..................................................................................................... 109
6.5.2.6. Information tab ............................................................................................................... 110
6.5.2.7. Tanks Tab ....................................................................................................................... 110
6.5.2.8. Pumps and Nozzle Tab ................................................................................................... 112
6.5.2.9. History Data Tab ............................................................................................................ 113
6.5.3. Stations Properties .............................................................................................................. 113
6.5.4. Delete Station ...................................................................................................................... 113
6.5.5. Find Filter ............................................................................................................................ 113
6.5.6. Manual Update .................................................................................................................... 114
6.5.7. Redefining a Station ............................................................................................................ 114
6.6. CLUSTER TAB .................................................................................................................. 115
6.6.1. General ................................................................................................................................ 115
6.6.2. Displaying Clusters ............................................................................................................. 115
6.6.3. Creating a New Cluster ....................................................................................................... 116
6.6.4. Modifying an Existing Cluster ............................................................................................ 117
6.6.5. Deleting a Cluster ............................................................................................................... 118
6.6.6. Cluster Properties ................................................................................................................ 118
6.7. EVENTS LOG (USER EVENTS) ...................................................................................... 119
6.8. ADMINISTRATION SECTION ........................................................................................ 121
6.8.1. User Properties Screen ........................................................................................................ 121
6.8.1.1. General ........................................................................................................................... 121
6.8.1.2. Adding a New User ........................................................................................................ 122
6.8.1.3. General Information on a New User .............................................................................. 122
6.8.1.4. Login Name of a New User - Fail .................................................................................. 124
6.8.1.5. Entering More Information on a New User ................................................................... 125
6.8.2. Sys Commands Ta b ............................................................................................................. 125
6.8.3. Registration ......................................................................................................................... 126
6.8.4. Password Policy .................................................................................................................. 127
6.8.5. Database Archiving ............................................................................................................. 129
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6.9. UI TEXT LOCALIZATION ............................................................................................... 131
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6.9.1. UI Text Localization ........................................................................................................... 131
6.9.2. Driver Interface Messages Translation ............................................................................... 131
6.9.3. Export/Import Translation .................................................................................................. 133
6.10. HELP .................................................................................................................................. 134
6.11. EXIT ................................................................................................................................... 134
7 FLEET MANAGEMENT
7.1. GENERAL .......................................................................................................................... 135
7.2. FHO START SCREEN ....................................................................................................... 135
7.3. NAVIGATING THROUGH THE F LEET HEAD OFFICE ............................................... 136
7.4. FLEET MANAGEMENT – OVERVIEW .......................................................................... 136
7.4.1. Concept ............................................................................................................................... 136
7.4.2. Devices Definition .............................................................................................................. 137
7.4.3. Workflow ............................................................................................................................ 137
7.5. DEFINING VEHICLE MODELS ...................................................................................... 138
7.5.1. General ................................................................................................................................ 138
7.5.2. Vehicle Models Screen ....................................................................................................... 138
7.5.3. Defining a New Model ....................................................................................................... 139
7.5.4. Modifying a Model Properties ............................................................................................ 141
7.5.5. Deleting a Model ................................................................................................................ 141
7.6. DEFINING RULES ............................................................................................................ 141
7.6.1. Creating a New Rule ........................................................................................................... 142
7.6.1.1. Cluster Rule ................................................................................................................... 143
7.6.1.2. Time Range Rule............................................................................................................ 144
7.6.1.3. Limits Rule ..................................................................................................................... 146
7.6.1.4. Visits Rule ...................................................................................................................... 148
7.6.1.5. Fuel Rule ........................................................................................................................ 149
7.6.1.6. Dry Products Rule .......................................................................................................... 150
7.6.2. Rule Properties .................................................................................................................... 150
7.6.3. Deleting a Rule ................................................................................................................... 151
7.7. CREATING GROUP RULES ............................................................................................ 152
7.7.1. Creating a New Group Rule ............................................................................................... 153
7.7.2. Group Rules Properties ....................................................................................................... 154
7.7.3. Deleting a Group Rule ........................................................................................................ 154
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7.8. MANAGING FLEETS ....................................................................................................... 155
TABLE OF CONTENTS
7.8.1. General ................................................................................................................................ 155
7.8.2. Creating a New Fleet .......................................................................................................... 155
7.8.3. New Fleet – General T ab..................................................................................................... 156
7.8.4. New Fleet – Information Tab .............................................................................................. 157
7.8.5. New Fleet – Account T ab .................................................................................................... 157
7.8.6. New Fleet – Validation T ab ................................................................................................. 159
7.8.7. Fleet Functional Buttons ..................................................................................................... 160
7.8.7.1. Changing a Fleet's Status (Active/Block) ...................................................................... 160
7.8.7.2. Fleet Properties ............................................................................................................... 161
7.8.7.3. Deleting a Fleet .............................................................................................................. 161
7.8.7.4. Finding a Fleet ................................................................................................................ 161
7.8.7.5. History of a Fleet ............................................................................................................ 162
7.8.8. Saving a Fleet Definition .................................................................................................... 163
7.9. DEPARTMENTS ................................................................................................................ 164
7.9.1. General ................................................................................................................................ 164
7.9.1.1. Displaying the Departments List Dialog Box ................................................................ 164
7.9.2. Adding a New Department ................................................................................................. 165
7.9.3. New Department –General Tab ........................................................................................... 165
7.9.4. New Department – Information T a b ................................................................................... 166
7.9.5. New Department – Validation Tab ...................................................................................... 166
7.9.6. Department Functional Buttons .......................................................................................... 167
7.9.6.1. Changing a Department's Status (Active/Block) ............................................................ 167
7.9.6.2. Department Properties .................................................................................................... 167
7.9.6.3. Deleting a Department ................................................................................................... 168
7.9.6.4. Finding a Department ..................................................................................................... 168
7.10. MANAGING DEVICES (VEHICLES) ............................................................................. 169
7.10.1. Creating a New Device ....................................................................................................... 170
7.10.1.1. New Device – General Tab ............................................................................................ 170
7.10.1.2. New Device – Information Tab ...................................................................................... 171
7.10.1.3. New Employee Device – Information T a b ..................................................................... 173
7.10.1.4. New Device – Validation T ab ......................................................................................... 173
7.10.1.5. New Device – Format Tab.............................................................................................. 176
7.10.1.6. New Device – Two Stage T ab ........................................................................................ 178
7.10.2. Device Properties ................................................................................................................ 179
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7.10.3. Deleting a Device ............................................................................................................... 179
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7.10.4. Changing a Device's Status ................................................................................................. 180
7.10.5. Importing Device Data ....................................................................................................... 180
7.10.6. Exporting Devices Data ...................................................................................................... 181
7.10.7. Printing Devices Report ...................................................................................................... 181
7.10.8. Clearing the Device Filters ................................................................................................. 182
7.10.9. Gasboy Magnetic Cards Format ......................................................................................... 182
8 FHO REPORTS
8.1. GENERAL .......................................................................................................................... 183
8.2. FILTERS ............................................................................................................................. 183
8.2.1. Set Time Range ................................................................................................................... 183
8.2.2. Fleet Filter ........................................................................................................................... 183
8.2.3. Department Filter ................................................................................................................ 184
8.2.4. Vehicle Filter (Authorization Mean) ................................................................................... 185
8.3. PRINTING A REPORT ...................................................................................................... 185
8.4. SAVING A REPORT .......................................................................................................... 186
8.5. FHO ADMINISTRA TOR REPORTS ................................................................................. 187
8.5.1. Summary Report ................................................................................................................. 187
8.5.2. Custom Report .................................................................................................................... 189
8.5.2.1. Custom Report Window Elements ................................................................................. 189
8.5.2.2. Report Header ................................................................................................................ 189
8.5.2.3. Rows in Reports ............................................................................................................. 190
8.5.2.4. Report Criteria ............................................................................................................... 190
8.5.2.5. Multi Select .................................................................................................................... 193
8.5.2.6. Template Options ........................................................................................................... 193
8.5.2.7. Report Structure Options ............................................................................................... 194
8.5.2.8. Functional Buttons ......................................................................................................... 194
8.5.2.9. Custom Report Production Example.............................................................................. 194
8.5.3. Fleet Reports ....................................................................................................................... 195
8.5.3.1. Driver List Report .......................................................................................................... 196
8.5.3.2. Vehicle List Report ........................................................................................................ 198
8.5.3.3. Department List Report .................................................................................................. 200
8.5.3.4. Department Usage Report .............................................................................................. 202
8.5.3.5. Vehicle Usage Report ..................................................................................................... 205
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8.5.3.6. Obligo Report ................................................................................................................. 207
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8.5.3.7. Payment Reject Report ................................................................................................... 209
8.5.4. Modify Tra nsactions ........................................................................................................... 211
8.5.4.1. Override Transaction ...................................................................................................... 211
8.5.4.2. Import Transac tion ......................................................................................................... 212
8.5.4.3. Setting the Import Process.............................................................................................. 213
8.5.4.4. Add New Transaction ..................................................................................................... 214
8.5.5. Export Screen ...................................................................................................................... 215
8.5.5.1. Defining Templates ........................................................................................................ 216
8.5.5.2. Setting Export Range ..................................................................................................... 223
8.5.5.3. Scheduling Automatic Exports ....................................................................................... 223
8.5.5.4. Executing Manual Exports ............................................................................................. 224
8.5.6. DP Export ............................................................................................................................ 225
8.5.6.1. Defining Templates ........................................................................................................ 226
8.5.6.2. Scheduling Automatic Exports ....................................................................................... 228
8.5.6.3. Executing Manual Exports ............................................................................................. 230
8.6. FHO FLEET MANAGER REPORTS ................................................................................ 231
8.6.1. Summary Reports ................................................................................................................ 231
8.6.1.1. Summary Report ............................................................................................................ 232
8.6.1.2. Summary - Department .................................................................................................. 234
8.6.1.3. Summary- Volume .......................................................................................................... 235
8.6.2. Vehicle Reports ................................................................................................................... 236
8.6.2.1. Transactions Report ........................................................................................................ 236
8.6.2.2. Consumption Report ...................................................................................................... 237
8.6.2.3. OBD Data Report ........................................................................................................... 239
8.6.2.4. OBD Data Functional Buttons ....................................................................................... 241
8.6.3. Exception Reports ............................................................................................................... 242
8.6.3.1. Exception Volume Report .............................................................................................. 242
8.6.3.2. Mileage Exception Report .............................................................................................. 243
8.6.3.3. Consumption Exception Report ..................................................................................... 244
8.6.3.4. Not Used Exception Report............................................................................................ 245
8.6.3.5. OBD Exception Report .................................................................................................. 246
8.6.4. Custom Reports ................................................................................................................... 248
8.6.5. Fleet Reports ....................................................................................................................... 248
8.6.5.1. Fleet Manager Obligo Report ......................................................................................... 248
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8.6.6. Modify Tra nsactions ........................................................................................................... 249
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8.6.7. DP Export............................................................................................................................ 249
9 FUEL MANAGEMENT SOFTWARE APPLICATION
9.1. GENERAL .......................................................................................................................... 250
9.2. FMS APPLICA TION STAR T SCREEN FOR TYPICAL USER ....................................... 250
9.3. NAVIGATING THROUGH THE FMS APPLICATION ................................................... 251
9.4. FUEL INVENTORY AND STATUS GRID FIELDS ........................................................ 252
9.4.1. Alarms Indication Field ...................................................................................................... 253
9.4.2. Fuel Inventory Field ........................................................................................................... 253
9.4.3. Status Grid Options ............................................................................................................. 254
9.5. ALARMS GRID ................................................................................................................. 255
10 FMS ORDERS AND DELIVERIES
10.1. GENERAL .......................................................................................................................... 256
10.2. ORDERS SCREEN ............................................................................................................ 256
10.3. PREPARING NEW ORDERS ............................................................................................ 257
10.4. DELIVERY ......................................................................................................................... 260
10.4.1. Delivery Detailed Data Screen ........................................................................................... 261
10.5. DELIVERIES SCREEN ..................................................................................................... 264
10.5.1. Adding a New Delivery ...................................................................................................... 265
10.5.2. Modifying a Delivery ......................................................................................................... 267
10.5.3. Deleting a Delivery ............................................................................................................. 267
11 STATION DATA
11.1. GENERAL .......................................................................................................................... 268
11.2. TANKS TAB ....................................................................................................................... 268
11.2.1. Tank Status Screen Elements .............................................................................................. 269
11.2.1.1. Tanks Gauge ................................................................................................................... 270
11.2.1.2. Tank Head On-Line Data ............................................................................................... 270
11.2.1.3. Tank Indicator ................................................................................................................ 271
11.2.1.4. Fuel Tank Transactions History Log .............................................................................. 271
11.3. STATION INVENTORY .................................................................................................... 272
11.4. PRICE UPDATE ................................................................................................................. 273
11.4.1. Price History ....................................................................................................................... 275
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11.5. MANUAL STATIONS DATA ENTRY .............................................................................. 275
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12 FMS REPORTS
12.1. GENERAL .......................................................................................................................... 278
12.2. SUMMARY ........................................................................................................................ 278
12.2.1. Sales Reports ....................................................................................................................... 279
12.2.1.1. Sales by Tank Report ...................................................................................................... 280
12.2.1.2. Sales by Fleet Report...................................................................................................... 281
12.2.1.3. Sales by Pump Report .................................................................................................... 282
12.2.1.4. Sales by Product Report ................................................................................................. 284
12.2.1.5. Fuel Sales Trends Graph ................................................................................................ 285
12.2.1.6. Fuel Volume Forecast Report ......................................................................................... 286
12.2.1.7. Sales Summary by Sites and Fuel Type Report ............................................................. 287
12.2.2. Stock Data Reports ............................................................................................................. 289
12.2.2.1. T ota l Wet Stock Report .................................................................................................. 289
12.2.2.2. Tanks by Sites ................................................................................................................. 290
12.2.2.3. T anks Trends Graph ....................................................................................................... 290
12.2.2.4. Daily Inventory by Fuel Type Report............................................................................. 290
12.2.3. Reconciliation Reports ........................................................................................................ 292
12.2.3.1. Shift Report .................................................................................................................... 292
12.2.3.2. Environment Report ....................................................................................................... 293
12.2.3.3. T ank Reconciliation T re nds ............................................................................................ 293
12.2.3.4. Tank Reconciliation Report ............................................................................................ 293
12.2.3.5. Order Vs. Deliveries Report ........................................................................................... 293
12.2.3.6. Vapor Recovery Throughput Reporting Form ............................................................... 294
12.2.3.7. Delivery Report .............................................................................................................. 295
12.2.3.8. Manual Totalizers vs. Transactions Report .................................................................... 297
12.2.3.9. 10 Days Inventory Reconciliation Report ...................................................................... 299
12.2.4. Maintenance Reports .......................................................................................................... 301
12.2.4.1. Event Log Report ........................................................................................................... 301
12.2.4.2. Alarm Duration Reports ................................................................................................. 303
12.2.4.3. Audit Trail Report .......................................................................................................... 304
12.2.4.4. Bypass Status Report ...................................................................................................... 305
12.3. CUSTOM REPORTS .......................................................................................................... 306
12.4. CUSTOM REPORTS .......................................................................................................... 306
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12.5. MODIFY TRANSACTIONS ............................................................................................. 306
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13 EVENT VIEWER AND ALARMS
13.1. GENERAL .......................................................................................................................... 307
13.2. EVENT VIEWER ............................................................................................................... 307
13.2.1. List of Events ...................................................................................................................... 308
13.3. ALARMS ............................................................................................................................ 312
13.3.1. List of Alarms ..................................................................................................................... 313
14 GLOSSARY
14.1. SITEOMAT GLOSSARY ................................................................................................... 316
14.2. COMMUNICATION GLOSSARY .................................................................................... 317
A.1. PRINTING GRAPHIC REPORTS ......................................................................................... 319
A.2 ACCESSING FROM WEB ..................................................................................................... 319
A.2.1. Pop ups Blockers ................................................................................................................. 319
A.2.3. Avoiding Certificate Errors .................................................................................................. 320
A.3 Removing Full URL Display ................................................................................................... 325
B.1. INTRODUCTION .............................................................................................................. 328
B.2. GENERAL .......................................................................................................................... 328
B.3. FILE FIELDS ..................................................................................................................... 329
B.4. FHO CAPABILITIES ......................................................................................................... 330
B.5. MODEL FILE ..................................................................................................................... 331
B.6. RULE FI L E ........................................................................................................................ 332
B.7. GROUP RULE FILE .......................................................................................................... 337
B.8. FLEET FILE ....................................................................................................................... 339
B.9. DEPARTMENT FILE ......................................................................................................... 343
B.10. MEANS FILE (DEVICE) ................................................................................................... 346
B.11. IMPORT RESPONSE FILE ............................................................................................... 352
B.11.1. Import Process Errors......................................................................................................... 353
GENERAL GUIDE FOR WEB CLIENT USER APPENDIX A
IMPORT DEVICES FILE FORMAT APPENDIX B
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TABLE OF CONTENTS
WP REGISTRATION AND SETUP APPENDIX C
C.1. GENERAL .......................................................................................................................... 355
C.2. WP TUNNEL INSTALLA TION ......................................................................................... 355
C.3. ESTABLISHING WP - HO COMMUNICATION ............................................................. 358
WEX & VOYAGER FLEET CARD FORMAT SUPPORT APPENDIX D
D.1. GENERAL .......................................................................................................................... 362
D.2. SETUP ................................................................................................................................ 362
D.3. REFUELING SCENARIOS ............................................................................................... 362
D.3.1. Wex Fleet Cards ................................................................................................................... 362
D.3.2. Voyager Fleet Cards ............................................................................................................. 363
E.1. GENERAL .......................................................................................................................... 364
E.2. REGISTERING A DOMAIN NAME ................................................................................. 365
E.3. GENERA TING A CERTIFICATE SIGNING REQUEST.................................................. 365
E.4. PURCHASING AN SSL CERTIFICATE ........................................................................... 366
E.5. INSTALLING THE CERTIFICATE ................................................................................... 367
OBTAINING AN SSL CERTIFICATE APPENDIX E
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LIST OF ILLUSTRATIONS
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Figure 1-1. FMS and FHO Architecture ........................................................................................... 28
Figure 3-1. Installation File Icon ....................................................................................................... 40
Figure 3-2. Head Office Setup Wizard Welcome Screen .................................................................. 40
Figure 3-3. License Agreement Screen ............................................................................................. 41
Figure 3-4. Platform Support Library Wizard Welcome Screen ....................................................... 41
Figure 3-5. HASP Driver Installation Message ................................................................................. 42
Figure 3-6. HASP Insertion Message ............................................................................................... 42
Figure 3-7. SQL Server Check Message .......................................................................................... 42
Figure 3-8. SQL Server Express Installation Message ..................................................................... 43
Figure 3-9. MS SQL Server Setup Progress Screen .......................................................................... 43
Figure 3-10. Platform Support Library Setup Completed Successfully Message ............................. 43
Figure 3-11. Choose Install Location Screen .................................................................................... 44
Figure 3-12. Select Installation Mode Screen – Express Install ....................................................... 44
Figure 3-13. Installing Screen – Express Installation ....................................................................... 45
Figure 3-14. Setup Complete Message .............................................................................................. 45
Figure 3-15. Installation File Icon ..................................................................................................... 47
Figure 3-16. Head Office Setup Wizard Welcome Screen ................................................................ 48
Figure 3-17. License Agreemen t Scre en ........................................................................................... 48
Figure 3-18. Choose Install Location Screen .................................................................................... 49
Figure 3-19. Select Installation Mode Screen – Custom Install ....................................................... 49
Figure 3-20. Installation Mode Screen ............................................................................................. 50
Figure 3-21. HASP Insertion Message ............................................................................................. 50
Figure 3-22. Configure Database Parameters Screen ....................................................................... 51
Figure 3-23. Choose Components Screen ........................................................................................ 52
Figure 3-24. Installing Screen – Custom Install ................................................................................ 52
Figure 3-25. Setup Complete Message .............................................................................................. 53
Figure 3-26. Installation Mode Screen – Selecting Full Remote Mode ........................................... 54
Figure 3-27. HASP Insertion Message ............................................................................................. 55
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Figure
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Figure 3-28. Configure Database Parameters Screen –Full Remote Mode ...................................... 55
Figure 3-29. Installation Mode Screen – Selecting Head Office Only Mode................................... 56
Figure 3-30. HASP Insertion Message ............................................................................................. 57
Figure 3-31. Configure Database Parameters Screen –Head Office Only Mode ............................. 57
Figure 3-32. HO Database Not Found Message ............................................................................... 58
Figure 3-33. Installation Mode Screen – Selecting Database Only Mode........................................ 59
Figure 3-34. Configure Database Parameters Screen –Database Only Mode .................................. 60
Figure 3-35. Head Office Upgrade Confirmation Message .............................................................. 61
Figure 3-36. Configure Database Parameters Screen – HO Upgrade............................................... 61
Figure 3-37. Orpak\HeadOffice Folde r ............................................................................................ 63
Figure 3-38. Uninstalling HO Confirmation Message...................................................................... 63
Figure 3-39. Head Office Uninstall Wizard Welcome Screen ......................................................... 64
Figure 3-40. Head Office Location Screen ........................................................................................ 64
Figure 3-41. Database Tables Removal Confirmation Message ....................................................... 65
Figure 3-42. Uninstalling Screen ....................................................................................................... 65
Figure 3-43. Uninstallation Complete Message ................................................................................ 66
Figure 3-44. Uninstallation Complete Screen.................................................................................... 66
Figure 3-45. ODBC Connection Dialog Screen ................................................................................ 67
Figure 3-46. SQL Server DSN Configuration ................................................................................... 68
Figure 4-1. Grid Pages Selection Buttons ......................................................................................... 70
Figure 4-2. Grid Row Selection Message ......................................................................................... 71
Figure 4-3. Selecting a Row in a Grid .............................................................................................. 71
Figure 4-4. Marking Grid Row(s) ..................................................................................................... 71
Figure 4-5. Sorting Grid Rows ......................................................................................................... 72
Figure 4-6. Stations Find/Filter Dialog Box ..................................................................................... 72
Figure 4-7 Filter Options in Grid Headers ......................................................................................... 73
Figure 4-8. Saving Changes Dialog Box .......................................................................................... 73
Figure 4-9. Mandatory Fields Fill Requirement Dialog Box............................................................ 74
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Figure 4-10. Processing Data Message ............................................................................................ 74
Figure 5-1. Login Dialog Box for Accessing the Applications ........................................................ 77
Figure 5-2. Bad User or Password Message ...................................................................................... 78
Figure 5-3. Password Change Screen ................................................................................................ 78
Figure 5-4. Password Minimum Characters Message ....................................................................... 78
Figure 5-5. Password Do not Match Message ................................................................................... 79
Figure 6-1. Administration Application Opening Screen .................................................................. 80
Figure 6-2. Setup Screen – General Tab........................................................................................... 82
Figure 6-3. Fleet Management Import Scheduler Dialog Box .......................................................... 84
Figure 6-4. Setup Screen – Reports Tab ............................................................................................ 85
Figure 6-5. Environment Report Header Dialog Box ....................................................................... 86
Figure 6-6. Vapor Recovery Throughput Form Setup Dialog Box ................................................... 86
Figure 6-7. Setup Screen – Formats Tab .......................................................................................... 87
Figure 6-8. Setup Screen – Alarms Tab ............................................................................................ 89
Figure 6-9. Setup Screen – Products Tab .......................................................................................... 90
Figure 6-10. New Product Dialog Box .............................................................................................. 91
Figure 6-11. Cannot Delete Product Message .................................................................................. 92
Figure 6-12. Wet Price Lists Dialog Box ......................................................................................... 94
Figure 6-13. FMS Screen .................................................................................................................. 95
Figure 6-14. Card Format Screen ...................................................................................................... 98
Figure 6-15. Data Format Dialog Box .............................................................................................. 99
Figure 6-16. Data Format Import Dialog Box ................................................................................ 100
Figure 6-17. Stations Screen ........................................................................................................... 101
Figure 6-18. Station Properties Screen ........................................................................................... 104
Figure 6-19. Station Add Successful Message ............................................................................... 107
Figure 6-20. Station Add Failure Message ..................................................................................... 108
Figure 6-22. Matching the Station Products ................................................................................... 109
Figure 6-23. Information Tab .......................................................................................................... 110
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Figure 6-24. Tanks Tab ................................................................................................................... 111
Figure 6-25. Pumps & Nozzles Tab................................................................................................ 112
Figure 6-26. Station List Filtering Dialog Box ............................................................................... 114
Figure 6-27. Transactions Database Merging Message .................................................................. 114
Figure 6-28. Clusters Tab ............................................................................................................... 115
Figure 6-29. Adding a New Cluster ................................................................................................ 117
Figure 6-30. Incorrect New Cluster Definition Message ................................................................ 117
Figure 6-31. Log Viewer – Login List ............................................................................................ 119
Figure 6-32. Log Viewer – Report List .......................................................................................... 120
Figure 6-33. Administration Screen................................................................................................ 121
Figure 6-34. User Properties Dialog Box ....................................................................................... 122
Figure 6-35. User Properties – Department Manager List Dialog Box .......................................... 124
Figure 6-36. New User Definition – Fail Messages ....................................................................... 125
Figure 6-37. User Properties- Information Dialog Box .................................................................. 125
Figure 6-38. Sys Commands Tab .................................................................................................... 126
Figure 6-39. Policy Tab .................................................................................................................. 127
Figure 6-40. Archive Tab................................................................................................................ 129
Figure 6-41. Database Archiving Confirmation Message .............................................................. 129
Figure 6-42. Login Dialog Box – Database Selection .................................................................... 130
Figure 6-43. Text Translation Dialog Box....................................................................................... 131
Figure 6-44. Formats Screen, Additional Options for Administrator Translators ........................... 132
Figure 6-45. Specific Text Translation Dialog Box ........................................................................ 133
Figure 6-46. Translation Text Import Warning Message ............................................................... 134
Figure 6-47. Translation Text Import Dialog Box .......................................................................... 134
Figure 7-1. FHO System Start Screen (Fleet Manager)................................................................... 135
Figure 7-3. Local Management Models Main Screen .................................................................... 139
Figure 7-4. Model Properties Dialog Box ...................................................................................... 140
Figure 7-5. Rules Main Screen ....................................................................................................... 142
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Figure 7-6. Rule Properties Screen ................................................................................................. 143
Figure 7-7. Cluster Rule Detail Tab ............................................................................................... 144
Figure 7-8. Time Range Rule Detail Tab ....................................................................................... 145
Figure 7-9. Rule Time Range Dialog Box ...................................................................................... 146
Figure 7-10. Limits Rule Detail Tab .............................................................................................. 147
Figure 7-11. Visits Rule Detail Tab ............................................................................................... 148
Figure 7-12. Fuel Rule Detail Tab .................................................................................................. 149
Figure 7-13. Dry Products Rule Detail Tab .................................................................................... 150
Figure 7-14. Group Rules Screen ................................................................................................... 152
Figure 7-15. Group Rule Properties – General Tab........................................................................ 153
Figure 7-16. Group Rule Properties – Detail Tab .......................................................................... 154
Figure 7-17. Local Management Fleets Screen .............................................................................. 155
Figure 7-18. Fleet Properties Dialog Box – General Tab ............................................................... 156
Figure 7-19. Fleet Properties – Information Tab ............................................................................. 157
Figure 7-20. Fleet Properties Screen – Account Tab...................................................................... 158
Figure 7-21. Fleet Properties – Account Tab - Wrong Value Message ......................................... 159
Figure 7-22. Fleet Properties – Validation Tab ............................................................................... 160
Figure 7-23. Deleting a Fleet– Departments Delete Warning Message ......................................... 161
Figure 7-24. Find Fleet Dialog Box ............................................................................................... 162
Figure 7-25. Fleet History Dialog Box ........................................................................................... 163
Figure 7-26. Department Definition – Error Message .................................................................... 164
Figure 7-27. Departments Dialog Box ........................................................................................... 164
Figure 7-28. Department Properties Dialog Box – General Tab ..................................................... 165
Figure 7-29. Department Properties Dialog Box – Information Tab .............................................. 166
Figure 7-30. Finding a Department ................................................................................................ 168
Figure 7-31. Devices Screen ........................................................................................................... 169
Figure 7-32. Device Properties Screen – G en eral Tab ................................................................... 170
Figure 7-33. Device Properties Screen – Information Tab ............................................................. 171
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Figure 7-34. Device Properties Screen – Employee Device Information Tab ............................... 173
Figure 7-35. Devices Properties Screen – Validation Tab ............................................................... 174
Figure 7-36. Validation Prompt Including Pump Number .............................................................. 175
Figure 7-37. Device Properties Screen – Format Tab .................................................................... 178
Figure 7-38. Device Properties Screen – Two Stage Tab ............................................................... 179
Figure 7-39. Delete Device Approval Message .............................................................................. 180
Figure 7-40. Import Device Data .................................................................................................... 181
Figure 7-41. Devices Report - Example ......................................................................................... 181
Figure 8-1. Time Range Dialog Box .............................................................................................. 183
Figure 8-2. Set Fleet Filter Dialog Box ........................................................................................... 184
Figure 8-3. Set Dept Filter Dialog Box ........................................................................................... 184
Figure 8-4. Reports – Set Mean Filter Dialog Box ......................................................................... 185
Figure 8-5. Print Preview ................................................................................................................ 186
Figure 8-6. Summary Reports Screen (FHO Administrator) .......................................................... 188
Figure 8-7. HO Summary Report in CSV File Format ................................................................... 188
Figure 8-8. Custom Report Screen ................................................................................................. 189
Figure 8-9. Multi Select Box .......................................................................................................... 193
Figure 8-10. Custom Report (Typical) ........................................................................................... 195
Figure 8-11. Fleet Reports Screen .................................................................................................. 196
Figure 8-12. Driver List Report Section ......................................................................................... 197
Figure 8-13. Driver List Report – Example .................................................................................... 198
Figure 8-14. Vehicle List Report Section ....................................................................................... 200
Figure 8-15. Vehicle List Report – Example .................................................................................. 200
Figure 8-16. Department List Report Section ................................................................................. 202
Figure 8-17. Department List Report – Example ........................................................................... 202
Figure 8-18. Department Usage Report Section ............................................................................. 204
Figure 8-19. Department Usage Report – Example ........................................................................ 204
Figure 8-20. Vehicle Usage Report Section ................................................................................... 206
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Figure 8-21. Vehicle Usage Report – Example .............................................................................. 206
Figure 8-22. Obligo Report Section ............................................................................................... 207
Figure 8-23. Obligo Report – Example .......................................................................................... 208
Figure 8-26. Payment Reject Report Screen .................................................................................. 210
Figure 8-27. Modify Transactions Screen ...................................................................................... 211
Figure 8-28. Edit Transaction Dialog Box ...................................................................................... 212
Figure 8-29. Import Transactions Dialog Box................................................................................ 213
Figure 8-30. Import Transaction Settings Dialog Box ................................................................... 214
Figure 8-31. Import Transaction Scheduler Dialog Box ................................................................ 214
Figure 8-33. Vehicle ID Error Message .......................................................................................... 215
Figure 8-34. Reports – Export Transactions Screen ....................................................................... 215
Figure 8-35. Reports - Export Transactions Dialog Box ................................................................ 216
Figure 8-36. Fleet List Dialog Box ................................................................................................. 217
Figure 8-37. Station List Dialog Box ............................................................................................. 218
Figure 8-38. Export – Automatic Export Transaction Dialog Box ................................................ 223
Figure 8-39. Reports – DP Export Screen ...................................................................................... 225
Figure 8-40. Edit DP Export Template Dialog Box ........................................................................ 226
Figure 8-41. Automatic Export DataPass Records Dialog Box ...................................................... 229
Figure 8-42. Summary Report Screen (Fleet Manager) ................................................................. 232
Figure 8-43. Department Report ..................................................................................................... 234
Figure 8-44. Volume Report (Fleet Manager) ................................................................................ 235
Figure 8-45. Vehicle Report Screen - Transactions ....................................................................... 237
Figure 8-46. Vehicle Report Screen - Comsumption ..................................................................... 238
Figure 8-47. Vehicle Report Screen – OBD Data .......................................................................... 239
Figure 8-48. Exception Report Screen - Volume ........................................................................... 243
Figure 8-49. Exception Report Screen Mileage ............................................................................. 244
Figure 8-50. Exception Report Screen – Consumption .................................................................. 245
Figure 8-51. Exception Report Screen - Not Used ......................................................................... 246
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Figure 8-52. Exception Report Screen - OBD ................................................................................ 248
Figure 8-53. Obligo Report (Fleet Managers) ................................................................................ 249
Figure 9-1. FMS Application Start Screen ...................................................................................... 251
Figure 9-2. Alarm Description Pop-up Screen ................................................................................ 253
Figure 10-1. Fuel Management Orders Screen ............................................................................... 256
Figure 10-2. Station Order – Fuel Management Screen ................................................................. 259
Figure 10-3. Station Delivery Screen ............................................................................................. 260
Figure 10-4. Delivery Detailed Screen Based on Manual Reading ................................................. 262
Figure 10-5. Wet Delivery Detailed Data Screen Based on TLG Reading ..................................... 263
Figure 10-6. Delivery Lines Obtained from TLG............................................................................ 263
Figure 10-7. Deliveries Screen ........................................................................................................ 264
Figure 10-8. Wet Delivery Details Dialog Box .............................................................................. 265
Figure 10-9. Wet Delivery Detailed Data (Deliveries Only) Dialog Box ...................................... 266
Figure 11-1. Station Data - Tanks Status Screen ............................................................................. 269
Figure 11-2. Station Data - Inventory Screen .................................................................................. 272
Figure 11-3. Wet Inventory Screen ................................................................................................. 273
Figure 11-4. Station Data - Price Tab .............................................................................................. 274
Figure 11-5. Cluster/Station Selection Dialog Box ......................................................................... 274
Figure 11-6. Price History Screen................................................................................................... 275
Figure 11-7. Station Data - Manual Entry Tab ................................................................................ 277
Figure 12-1. Summary Tab .............................................................................................................. 279
Figure 12-2. Example of Sales by Tank Report............................................................................... 281
Figure 12-3. Example of Sales by Fleet Report ............................................................................... 282
Figure 12-4. Example of Sales by Pump Report ............................................................................. 284
Figure 12-5. Example of Sales by Product Report .......................................................................... 285
Figure 12-6. Reports, Fuel Sales Trends Graph............................................................................... 286
Figure 12-7. Reports, Forecast Report ............................................................................................. 287
Figure 12-8. Sales Summary by Sites and Fuel Type Report Screen .............................................. 288
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Figure 12-9. Sales Summary by Sites and Fuel Type Report – Example ....................................... 289
Figure 12-10. Example of Total Wet Stock Report ......................................................................... 290
Figure 12-11. Daily Inventory Fuel Type Report – Example.......................................................... 291
Figure 12-12. Example of Shift Report ........................................................................................... 292
Figure 12-13. Vapor Recovery Throughput Reporting Form Screen .............................................. 294
Figure 12-14. Vapor Recovery Throughput Reporting Form – Example ....................................... 295
Figure 12-15. Delivery Report Screen ............................................................................................. 296
Figure 12-16. Delivery Report – Example ...................................................................................... 297
Figure 12-17. Manual Totalizers vs. Transactions Report Screen .................................................. 298
Figure 12-18. Manual Totalizers Report – Example ....................................................................... 299
Figure 12-19. 10 Days Inventory Reconciliation Report Screen..................................................... 300
Figure 12-20. 10 Days Inventory Reconciliation Report –Example ............................................... 301
Figure 12-21. Event Log Report Screen .......................................................................................... 302
Figure 12-22. Event Log Report – Example ................................................................................... 302
Figure 12-23. Alarm Duration Report Screen ................................................................................ 303
Figure 12-24 Alarm Duration Report .............................................................................................. 304
Figure 12-25. Bypass Status Report Screen ................................................................................... 305
Figure 12-26. Bypass Status Report – Example .............................................................................. 306
Figure 13-1. Event Viewer Screen ................................................................................................. 308
Figure 13-2. Alarm Screen .............................................................................................................. 312
Figure 13-3. Alarm Comment Entry Screen .................................................................................... 313
Figure 13-4. Alarm Already Acknowledge Message ..................................................................... 313
Figure 13-5. Alarm will be Ended and Acknowledged Message ................................................... 313
Figure C-1. WP Tunnel Setup Wizard Welcome Screen ............................................................... 355
Figure C-2. WP Tunnel Setup Wizard License Agreement Screen ............................................... 356
Figure 14-3. WP Tunnel Setup Wizard Choose Install Location Screen ....................................... 356
Figure 14-4. WP Tunnel Setup Wizard Connection Settings Screen ............................................. 357
Figure 14-5. WP Tunnel Setup Wizard Installation Complete Screen ........................................... 358
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Figure 14-6. Admin Screen – Registration Tab .............................................................................. 359
Figure 14-7. WP Tunnel Main Screen ............................................................................................. 359
Figure C-8. Approving WP Registration ........................................................................................ 361
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Table
Page
Table 2-1. PC Hardware Configuration ............................................................................................. 32
LIST OF TABLES
Table 2-2. Medium PC Hardware Configuration .............................................................................. 33
Table 2-3. Database Server Hardware Configuration ....................................................................... 34
Table 2-4. Application Server Hardware Configuration ................................................................... 34
Table 4-1. Common Terms (Examples from SiteOmat Application) .............................................. 69
Table 6-1. Navigation Bar Buttons ................................................................................................... 81
Table 6-2. General Tab Fields ........................................................................................................... 83
Table 6-3. Measurement Parameters ................................................................................................. 88
Table 6-4. Display Formats ............................................................................................................... 88
Table 6-5. Products Dialog Box Fields ............................................................................................. 91
Table 6-6. Fuel Order & Delivery Elements ..................................................................................... 97
Table 6-7. Station Grid Elements .................................................................................................... 102
Table 6-8. Station Tab Fields .......................................................................................................... 105
Table 6-9. Information Tab Elements ............................................................................................. 110
Table 6-10. Tanks Tab Grid Elements............................................................................................. 111
Table 6-11. Pumps & Nozzles Tab Grid Elements ......................................................................... 113
Table 6-12. User Groups ................................................................................................................. 123
Table 6-13. Policy Screen Fields ..................................................................................................... 128
Table 7-1. FHO Navigation Bar Buttons ......................................................................................... 136
Table 7-2. Model Properties Fields ................................................................................................. 140
Table 7-3. Devices ........................................................................................................................... 176
Table 8-1. Custom Report Fields .................................................................................................... 190
Table 8-2. Driver List Report Fields ............................................................................................... 196
Table 8-3. Vehicle List Report Fields ............................................................................................. 199
Table 8-4. Department List Report Fields ....................................................................................... 201
Table 8-5. Department Usage Report Fields ................................................................................... 203
Table 8-6. Vehicle Usage Report Fields .......................................................................................... 205
Table 8-9. Export Fields .................................................................................................................. 218
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Table 8-10. Export Field Formats .................................................................................................... 222
Table 8-11. DP Export Fields .......................................................................................................... 227
Table 8-12. Monthly Summary Report Fields ................................................................................. 233
Table 9-1. FMS Navigation Bar ...................................................................................................... 252
Table 10-1. Order Screen Buttons ................................................................................................... 257
Table 10-2. Delivery Detailed Based on Manual Reading fields .................................................... 261
Table 11-1. Fuel Tank Transactions History Log Fields ................................................................ 271
Table 12-1. Sales by Tank Report Criteria ...................................................................................... 280
Table 12-2. Sales by Fleet Report Criteria ...................................................................................... 281
Table 12-3. Sales by Pump Report Criteria ..................................................................................... 283
Table 12-4. Sales by Product Report Criteria .................................................................................. 284
Table 12-5. Sales Summary by Sites and Fuel Type Report Fields ................................................ 288
Table 12-6. Daily Inventory by Fuel Type Report Fields ............................................................... 291
Table 12-7. Delivery Report Fields ................................................................................................. 295
Table 12-8. Manual Totalizers vs. Transactions Report Fields ....................................................... 298
Table 12-9. 10 Days Inventory Reconciliation Report Fields ......................................................... 299
Table 12-10. Event Log Report Fields............................................................................................. 302
Table 13-1. Events ........................................................................................................................... 308
Table 13-2. Alarms .......................................................................................................................... 314
Table C-1. WP Upgrade Sequence .................................................................................................. 360
FMS and FHO User’s Manual - MDE-4821
SECTION
1
GENERAL DESCRIPTION
1.1. INTRODUCTION
This manual describes the web-based application of the SiteOmat Fleet Head Office System
(hereafter referred to as the FHO) and the Fuel Management Software (FMS). The manual provides
instructions on how to use the various features offered in the FHO: such as real-time gas station
definition and management, data collection and distribution from/to all relevant stations, data
reporting, product management and pricing. And in the FMS: viewing the fuel level of gas
station/sites, monitoring fuel status alarms, making recommendations for fuel orders in stations with
low fuel levels and more.
This Installation and User's Manual functionally describes three major applicat ions:
1. Administrator Application
2. FHO Application
3. FMS Application
This manual is targeted toward any authorized user of the FHO (i.e. fleet managers, head office
managers or system administrators), FMS (i.e. station managers or fuel manager) and System
Administrators using the Administration Application.
FMS and FHO are Web based applications where any authorized user can access it via a browser
(Internet Explorer 7 and up). It uses a secured SSL connection (HTTPS).
1.2. FHO PRODUCT OVERVIEW
1.2.1. General
The FHO System is a centralized fleet management and authorization server for all fleet-oriented
activity in a region.
The system uploads all fleet-oriented data from the stations and generates centralized reports per
fleet, including exception and efficiency performance. Graphical reports are available to the fleet
managers via web interface. Each fleet manager uses a secured link to log into the system to
manage his fleet.
1.2.2. Features
The main FHO system features are:
• Centralized reporting per fleet
FMS and FHO User’s Manual - MDE-4821 25
26
• Secure web in ter f ace for fl eet mana gers : each manager is able to manage his own fleet and
has no access to other fleets
• System administration enables control of the entire system, set up of accounts, new fleets
and vehicles
• Interface to a card/tag/VIU (Vehicle Identification Unit) fleet payment and authorization of
device issuing system, according to fleet account and debit procedure settlings defined for
each card/vehicle to be included in the system
• Advanced authorization method, available for the fleet manager via the web, including
several rules and restrictions to be applied to each fueling authorization unit
• The system works in both on-line and off-line modes, with all the authorization parameters
mentioned above. A grace period can be defined to limit the time a station can continue
authorizing vehicles in off-line mode
• The FHO includes a fleet credit/debit account (OBLIGO). Minimum credit must be
maintained for each fleet in order to enable refueling
• Backup database – Either by system's backup mechanism or according to company's policy
• Export of data to other third-party systems
1.2.3. Fleet Management
FHO is responsible for collecting and distributing information regarding the fleets from and to all
relevant SiteOmat stations. The process complies with the following criteria:
• Each station is connected to the FHO directly
• Data is collected at pre defined time intervals
• Only the changed data (delta) from last collection is captured, which reduces
communication overhead. Data collection is done at predefined time intervals. The update
interval can be set for each station
• Access to data is protected by username and password. The user must be defined in the
Station Controller that is connected to the FHO
• All authorizations are done locally – the stations are on-line since the authorization data is
continuously updated by the FHO
• A station may continue working off-line, under the constraints imposed by configuration
• The FHO can only retrieve the data relevant to its fleets
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1.3. FMS PRODUCT OVERVIEW
1.3.1. General
The FMS enables the user to see a complete overview of the fuel status and levels at the entire chain
of stations and at each tank separately.
The user is able to view the entire picture of all stations in a table form (grid). The status of stations
is presented in different colors. The user utilizes a friendly GUI (Graphic User Interface) to change
the sorting filter and view all stations, only stations with alarms, stations belonging to a specific
group and more.
Selection of a single station displays on-line alarms and station status screen. In this screen the user
is able to see additional details related to the tanks (e.g. temperature, water level, density and more).
The FMS mechanism is based on data collection from several sources:
• Fuel alarms from TLG (Tank Level Gauging) or SiteOmat forecourt controller
• Fuel transactions from SiteOmat
• Fuel deliveries from TLG or SiteOmat or FMS (manual entry)
• Periodic fuel readings from pumps and tanks. Readings can be made every several
minutes/hours
• SiteOmat End of shift data (mandatory for some of the reconciliation reports)
1.3.2. Features
The main FMS system features are:
• Fuel Inventory Management: FMS automatically receives all stations' wet inventory
data via web services according to SiteOmat setup in each station. There is no need to
configure the system twice. The FMS regularly obtains updates from a station (e.g. new
tanks, tanks with different fuel type), displays fuel level, water level, temperature and
tank density per each individual tank. The software stores each tank's history and
provides forecast for future deliveries
• Orders and Deliveries: FMS connects orders to fuel deliveries and reconciles the
relevant amounts (order vs. TLG vs. Bill of Loading Vs. deep stick readings), enables
tight data tracking designed to minimize loses and maximize the service stations
efficiency
• Online Fuel Alarms: FMS manages alerts for stations with critical fuel levels, leaks,
overfills and other events. All alerts can be sent to a single user group/s via email or
SMS. Fuel order forms can be produced directly via the alarm screen, in cases where
low fuel level alarms were activated
• Reporting and Management: FMS enables the user to generate several sales, stock and
reconciliation reports at company level (i.e. amount of fuel in all stations, alarms for all
stations) and at station level
The interaction between the various components of the fleet management is shown in Figure 1-1.
FMS and FHO User’s Manual - MDE-4821
28
Dispensers
DataPass
Fuel Tanks
Head
Fleet Managers
Site Manager & Technician
Fuel Managers
Fuel Management Software
Control
Fleet Head Office
Network
FuelOpass
Gas Station
Head Office
• Issuing Vehicle Components
• Authorizing Vehicle components
• Fuel Inventory Manag em ent
• Orders and Deliveries
• Online Fuel Alarms
• Reporting and Manag em ent
• Import/Export Data
And Maintenance
• Setting Limits & Restrictions
• Reporting and Manag em ent
• Connection to Billing System
Office
Figure 1-1. FMS and FHO Architecture
1.3.4. Authentication
FHO and FMS are designed to provide access to content in accordance with the user’s access level.
Upon login request into the FHO/FMS web-based application, the system checks whether the user
with these login credentials (username and password) exists. If the login credentials are not found
in the user list, access to the application is denied. If these login credentials are validated, the
application opens, with content suitable to the user’s access level.
1.3.5. Protection
The FHO and FMS Systems are protected by a special program plug (HASP), to be attached to the
Head Office server.
FHO and FMS are non operational if this plug is not attached to the server.
FMS and FHO User’s Manual - MDE-4821
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