MDE-4821H
Fleet Head Office System
and
Fuel Management Software
INSTALLATION and USER’S MANUAL
This manual supports software released version 6.4.45
This document is based on Orpak’s FHO and FMS Installation and User 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 property of:
ORPAK SYSTEMS Ltd.
ISRAEL
TABLE OF CONTENTS
Paragraph |
Page |
|
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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FMS and FHO User’s Manual - MDE-4821 |
I |
TABLE OF CONTENTS
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Paragraph |
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Page |
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3.1.1. |
Database Requirements....................................................................................................... |
|
39 |
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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. |
FAILURE TO RUN THE HO PROGRAM ........................................................................ |
67 |
|||
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|
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. |
NAVIGATION 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 Location ..................................................................................................................... |
|
75 |
||
4.5.4. |
Types of Log Files............................................................................................................... |
|
75 |
||
|
|
|
5 |
GETTING STARTED |
|
5.1. |
GENERAL.......................................................................................................................... |
|
76 |
||
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FMS and FHO User’s Manual - MDE-4821 |
TABLE OF CONTENTS
Paragraph |
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Page |
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5.2. |
FHO/FMS APPLICATION STARTUP .............................................................................. |
76 |
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5.3. |
LOGIN................................................................................................................................ |
|
77 |
|
5.3.1. |
User and Password Identification ....................................................................................... |
77 |
||
|
|
6 |
OPERATING AS ADMINISTRATOR |
|
6.1. |
GENERAL.......................................................................................................................... |
|
80 |
|
6.2. |
ADMINISTRATOR APPLICATION START SCREEN.................................................... |
80 |
||
6.3. |
NAVIGATING THROUGH THE ADMINISTRATION 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 Tab ....................................................................................................................... |
|
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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FMS and FHO User’s Manual - MDE-4821 |
III |
TABLE OF CONTENTS
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Paragraph |
Page |
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6.5.1.1. |
Stations Grid Elements................................................................................................... |
102 |
||
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 Tab............................................................................................................. |
125 |
||
6.8.3. |
Registration ......................................................................................................................... |
126 |
||
6.8.4. |
Password Policy.................................................................................................................. |
127 |
||
6.8.5. |
Database Archiving............................................................................................................. |
129 |
||
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FMS and FHO User’s Manual - MDE-4821 |
TABLE OF CONTENTS
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Page |
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6.9. |
UI TEXT LOCALIZATION............................................................................................... |
|
131 |
|
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 FLEET 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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FMS and FHO User’s Manual - MDE-4821 |
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V |
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TABLE OF CONTENTS |
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Paragraph |
Page |
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7.8. |
MANAGING FLEETS ....................................................................................................... |
155 |
||
7.8.1. |
General................................................................................................................................ |
155 |
||
7.8.2. |
Creating a New Fleet .......................................................................................................... |
155 |
||
7.8.3. |
New Fleet – General Tab..................................................................................................... |
156 |
||
7.8.4. |
New Fleet – Information Tab .............................................................................................. |
157 |
||
7.8.5. |
New Fleet – Account Tab.................................................................................................... |
157 |
||
7.8.6. |
New Fleet – Validation Tab................................................................................................. |
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 Tab ................................................................................... |
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 Tab..................................................................... |
173 |
||
|
7.10.1.4. New Device – Validation Tab......................................................................................... |
173 |
||
|
7.10.1.5. New Device – Format Tab.............................................................................................. |
176 |
||
|
7.10.1.6. New Device – Two Stage Tab ........................................................................................ |
178 |
||
|
7.10.2. Device Properties ................................................................................................................ |
179 |
||
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7.10.3. Deleting a Device ............................................................................................................... |
179 |
||
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 |
||
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|
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 ADMINISTRATOR 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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FMS and FHO User’s Manual - MDE-4821 |
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8.5.3.6. |
Obligo Report................................................................................................................. |
207 |
||
8.5.3.7. |
Payment Reject Report................................................................................................... |
209 |
||
8.5.4. |
Modify Transactions ........................................................................................................... |
211 |
||
8.5.4.1. |
Override Transaction...................................................................................................... |
211 |
||
8.5.4.2. |
Import Transaction ......................................................................................................... |
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. |
SummaryVolume.......................................................................................................... |
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 |
||
|
|
|
|
|
|
VIII |
|
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FMS and FHO User’s Manual - MDE-4821 |
|
|
TABLE OF CONTENTS |
|
|
Paragraph |
|
|
Page |
|
8.6.6. |
Modify Transactions ........................................................................................................... |
|
249 |
|
8.6.7. |
DP Export............................................................................................................................ |
|
|
249 |
|
9 |
FUEL MANAGEMENT SOFTWARE APPLICATION |
|
|
9.1. |
GENERAL.......................................................................................................................... |
|
|
250 |
9.2. |
FMS APPLICATION START 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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FMS and FHO User’s Manual - MDE-4821 |
IX |
TABLE OF CONTENTS
|
Paragraph |
|
Page |
|
11.5. |
MANUAL STATIONS DATA ENTRY .............................................................................. |
|
275 |
|
|
|
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. Total Wet Stock Report .................................................................................................. |
|
289 |
|
|
12.2.2.2. Tanks by Sites................................................................................................................. |
|
290 |
|
|
12.2.2.3. Tanks 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. Tank Reconciliation Trends............................................................................................ |
|
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 |
|
|
|
|
|
|
|
X |
|
|
FMS and FHO User’s Manual - MDE-4821 |
TABLE OF CONTENTS
Paragraph |
|
Page |
|
12.5. |
MODIFY TRANSACTIONS ............................................................................................. |
306 |
|
|
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 |
|
|
APPENDIX A |
GENERAL GUIDE FOR WEB CLIENT USER |
|
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 |
|
|
APPENDIX B |
|
IMPORT DEVICES FILE FORMAT |
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 FILE ........................................................................................................................ |
|
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 |
FMS and FHO User’s Manual - MDE-4821 |
XI |
|
|
TABLE OF CONTENTS |
|
|
Paragraph |
|
|
Page |
|
|
APPENDIX C |
WP REGISTRATION AND SETUP |
|
|
C.1. |
GENERAL.......................................................................................................................... |
|
|
355 |
C.2. |
WP TUNNEL INSTALLATION......................................................................................... |
|
355 |
|
C.3. |
ESTABLISHING WP - HO COMMUNICATION............................................................. |
358 |
||
|
APPENDIX D |
WEX & VOYAGER FLEET CARD FORMAT SUPPORT |
|
|
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 |
|
|
APPENDIX E |
|
OBTAINING AN SSL CERTIFICATE |
|
E.1. |
GENERAL.......................................................................................................................... |
|
|
364 |
E.2. |
REGISTERING A DOMAIN NAME................................................................................. |
365 |
||
E.3. |
GENERATING A CERTIFICATE SIGNING REQUEST.................................................. |
365 |
||
E.4. |
PURCHASING AN SSL CERTIFICATE........................................................................... |
366 |
||
E.5. |
INSTALLING THE CERTIFICATE................................................................................... |
|
367 |
|
XII |
FMS and FHO User’s Manual - MDE-4821 |
|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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 Agreement Screen ........................................................................................... |
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 |
|
FMS and FHO User’s Manual - MDE-4821 |
XIII |
|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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 Folder ............................................................................................ |
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 |
|
XIV |
FMS and FHO User’s Manual - MDE-4821 |
|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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 |
|
FMS and FHO User’s Manual - MDE-4821 |
XV |
|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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 PropertiesInformation 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 |
|
XVI |
FMS and FHO User’s Manual - MDE-4821 |
|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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 – General Tab ................................................................... |
170 |
Figure 7-33. |
Device Properties Screen – Information Tab............................................................. |
171 |
FMS and FHO User’s Manual - MDE-4821 |
XVII |
|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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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|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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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|
LIST OF ILLUSTRATIONS |
|
Figure |
|
Page |
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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FMS and FHO User’s Manual - MDE-4821 |
LIST OF ILLUSTRATIONS |
|
Figure |
Page |
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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LIST OF ILLUSTRATIONS |
|
Figure |
Page |
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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FMS and FHO User’s Manual - MDE-4821 |
LIST OF TABLES |
|
Table |
Page |
Table 2-1. PC Hardware Configuration............................................................................................. |
32 |
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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XXIII |
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 |
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FMS and FHO User’s Manual - MDE-4821 |
SECTION 1
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 applications:
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).
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.
The main FHO system features are:
•Centralized reporting per fleet
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•Secure web interface for fleet managers: 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
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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FMS and FHO User’s Manual - MDE-4821 |
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.
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27 |
Head Office |
Site Manager & Technician |
Fleet Managers |
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Fleet Head Office |
|
Fuel Managers |
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|
• |
Issuing Vehicle Components |
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Fuel Management Software |
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• |
Authorizing Vehicle components |
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• |
Setting Limits & Restrictions |
||
• |
Fuel Inventory Management |
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• |
Reporting and Management |
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• |
Orders and Deliveries |
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• |
Connection to Billing System |
||
• |
Online Fuel Alarms |
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||
• |
Reporting and Management |
Control |
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• |
Import/Export Data |
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And Maintenance |
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Head |
|||
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|||
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Network |
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Office |
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Gas Station
Fuel Tanks
Dispensers
DataPass FuelOpass
Figure 1-1. FMS and FHO Architecture
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.
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.
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FMS and FHO User’s Manual - MDE-4821 |