Graco 309504E User Manual

Instruction Manual

Tank Level Monitor (TLM) Software

For use with Graco Matrix Electronic Meter and Tank Level Monitor Components.

309504E

Graco Inc. P.O. Box 1441 Minneapolis, MN 55440-1441

Contents

System Requirements . . . . . . . . . . . . . . . . . . . . . . . 3

General Matrix System Specifications . . . . . . . . 3

PC Hardware Requirements 3

PC Software Requirements 4

Pop-Up Blocker . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Software Firewalls . . . . . . . . . . . . . . . . . . . . . . . . 6

Windows XP Security . . . . . . . . . . . . . . . . . . . . . 6

Installation Instructions . . . . . . . . . . . . . . . . . . . . . 7

Stand Alone Configuration . . . . . . . . . . . . . . . . . 7

Networked Configurations . . . . . . . . . . . . . . . . . . 7

Browser Configuration . . . . . . . . . . . . . . . . . . . . . 8

Setup Path 1- Typical (Matrix Server and Client) 8

Setup Path 2 - Matrix Client Only . . . . . . . . . . . 11

Sun Java Runtime . . . . . . . . . . . . . . . . . . . . . . . 14

Clock and Time Zone Settings . . . . . . . . . . . . . 14

MatrixLogs Folder . . . . . . . . . . . . . . . . . . . . . . . 14

Software Installation Troubleshooting . . . . . . . . 15

Uninstalling Matrix on

Windows XP . . . . . . . . . . . . . . . . . . . . . . . . 16

Operator Screens . . . . . . . . . . . . . . . . . . . . . . . . . 17

Tank Level Information . . . . . . . . . . . . . . . . . . . 17

Battery Level Information . . . . . . . . . . . . . . . . . 18

System Administrator Screens . . . . . . . . . . . . . . 19

Matrix System Setup . . . . . . . . . . . . . . . . . . . . . 19

System Configuration . . . . . . . . . . . . . . . . . . . . 20

Unit of Measure (English or Metric) 20

Edit Contact Information 20

Transceiver Setup . . . . . . . . . . . . . . . . . . . . . . . 21

Transceiver Power-up 21

Confirm PC/Transceiver Communication 21

System User Setup . . . . . . . . . . . . . . . . . . . . . 23

Adding a System Administrator User 23 Changing User Information. 24 Removing a User 24 Modifying User Information 24

Tank Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Customized Fluid Setup 24 Adding a New Tank using a TLM 24

Tank Shape Screen 26

Manual Tank Adjustment . . . . . . . . . . . . . . . . . . 27

Removing a Tank . . . . . . . . . . . . . . . . . . . . . . . . 27

Programming the Tank Level Monitor . . . . . . . . 28

E-Mail Setup . . . . . . . . . . . . . . . . . . . . . . . . . . 29

E-mail Configuration 29

Adding an E-Mail Event 30

Removing an E-Mail Event 30

System Status . . . . . . . . . . . . . . . . . . . . . . . . . 30

Matrix Reporter . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Production Data . . . . . . . . . . . . . . . . . . . . . . . . . 32

Starting Matrix Reporter 32

Creating a Report 32

Saving Report Data to File 33

Printing Report Data 33

Filtering Report Data 33

Matrix Database Import and Export 33

Exporting the Matrix Database 33

Importing a Matrix Database File 34

Database file import instructions 34

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Graco Standard Warranty . . . . . . . . . . . . . . . . . . . 36

Graco Phone Numbers . . . . . . . . . . . . . . . . . . . . . 36

2 309504E

System Requirements

Graco strongly recommends that the end user’s IT (Information Technology) representative be involved in the following Matrix installation activities:

• Assist with the selection and/or purchase of the Matrix PC. The PC must meet the performance specifications listed under PC Hardware Require- ments. If the Matrix PC will be connected to a Network with other PCs, the IT representative should be contacted to properly configure the PC before loading Matrix software.

• The IT representative should be present during Matrix software loading on the day of Matrix installation.

General Matrix System Specifications

Matrix PC software supports systems using a single PC (also referred to as a standalone PC) as well as multiple-PC systems.

Single PC (Standalone) Systems: Intended primarily for applications that do not require interaction with Matrix screens from multiple locations and have few tank level monitors, this type of system provides complete Matrix system functionality at one PC.

Multiple-PC (Networked) Systems: Using an existing network, Matrix deployed in this fashion consists of a single (dedicated) PC functioning as the Matrix Server and one or more PCs functioning as Matrix Clients. The Matrix system’s transceiver(s) are always connected to the Matrix Server. This configuration is recommended for applications where Matrix screen access from multiple physical locations is desired or there are large numbers of tank level monitors.

This version of Matrix will support a network of up to 25 Matrix Client PCs; more than 25 are not supported. Please call Graco if you require more than 25 client PCs.

• one available RS232 port

•network card

• uninterruptible power supply (UPS).

• Some means of archiving Matrix production data and backup database files over time is recommended--examples of hardware that can help with this are a CD/RW or DVD-R/W drive, a USB flash drive, or an accessible network drive.

Graco recommends that this PC be dedicated to Matrix--i.e. it is not used for other purposes, like running spreadsheet programs, sending e-mail, etc.

Matrix Server PC in a multiple-PC system:

Graco requires that this PC be dedicated to Matrix--i.e. it is not used for other purposes, like running spreadsheet programs, sending e-mail, etc.

Matrix Client PC in a multiple-PC system:

2 MHz Pentium 4 (or equivalent) processor, 512 MB RAM, 1024x768 screen resolution, 500 MB free hard disk space, CD-ROM drive, network card.

Serial Port

If the standalone Matrix PC or Matrix Server does not have a physical serial port, a USB-to-serial port converter will be required. The converter selected is based on the number of transceivers used in the system. Graco recommends Edgeport converters, which are available in 1, 4, or 8 port models (Edgeport/1, Edgeport/4, and Edgeport/8, respectively) and can be purchased from B & B Electronics Manufacturing Company (www.bb-elec.com) for North American (N. A.) applications. For Australian applications contact www.tdata.com.au. Each model comes with a 3.3 foot (1 meter) cable.

Uninterruptible Power Supply

PC Hardware Requirements

Standalone Matrix PC:

• 2 MHz Pentium 4 (or equivalent) processor

• 512 MB RAM, 1024x768 screen resolution

• 1 GB free hard disk space

• CD-ROM drive

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An Uninterruptible Power Supply (UPS) is required in all Matrix systems and is available from Graco (part no. 119425 for North American applications or part no. 120104 in Australia). This power supply provides continuous battery power to the PC during power interruption and safely shuts down the PC, securing your Matrix software and preventing data corruption. Be sure the PC and monitor are plugged into the battery back-up side of the UPS during installation.

System Requirements

E-Mail

Matrix can send e-mail to responsible parties based on certain bulk fluid tank conditions. If this feature is to be used, an “always on” Internet connection or network access to an outgoing mail server is required.

PC Software Requirements

• Microsoft XP Professional or Home Edition (no other operating system will work).

• Microsoft Internet Explorer (IE) version 6.0 or higher.

• Java Runtime Environment (JRE) 1.4 or later. Version 1.4.2_04 is included in the Matrix setup; if Matrix finds no JRE installed on the machine or it finds an installed JRE older than 1.4, the user is prompted to install this version. This check occurs when the Matrix Client is started.

• If the installation is a multiple-PC system, the PCs must be configured for the network they’re connected to.

• If the installation will use the e-mail feature of Matrix, the standalone Matrix PC or Matrix Server must have network access to an outgoing mail server.

properly, any pop-up blockers installed on the PC must be configured to allow pop-ups from the Matrix server (or be turned off).

Pop-up blockers come in many forms. The version of IE that comes with Windows XP Service Pack 2, for example, contains a built-in pop-up blocker.

The IE browser’s pop-up blocker can either be turned off or configured to allow pop-ups by adding allowed sites in the pop-up blocker settings of IE. In F “Pop-up Blocker Settings”, the window shown in F

IG. 1, if you select

IG. 2

appears. This example is taken from a “default” installation of the Matrix software on a standalone PC (the allowed site shown in F

IG. 2 was added manually, not by

Matrix).

IG. 1

Pop-Up Blocker

Special Considerations for pop-up blockers

Summary: If a browser pop-up blocker is installed, it must either be disabled or configured to allow pop-ups. If it’s a single-PC system, the pop-up blocker must allow pop-ups from http://127.0.0.1:8080. If it’s a multiple-PC system, a pop-up blocker on the Matrix Server must allow pop-ups from http://127.0.0.1:8080, while a pop-up blocker on a Matrix Client must allow pop-ups from http://MatrixServer:8080, where “Matrix Server” is the computer name or IP address of the Matrix Server PC. Recent versions of Internet Explorer have a built-in pop-up blocker. You may have one or more browser toolbars that have pop-up blocker functionality, such as those from Google and Yahoo. Security software programs, such as those provided by Symantec and McAfee can contain pop-up blockers. It is fairly common for PCs to have multiple pop-up blockers.

Matrix relies on the IE browser for its user interface. In particular, Matrix uses browser pop-up windows extensively. The Matrix server includes a web server that generates the screens viewed within the browser. If the PC has a pop-up blocker present, it can stop Matrix browser windows from appearing. For Matrix windows to appear

IG. 2

Many toolbars that integrate with IE also contain pop-up blockers, such as those available from Google and Yahoo. F

IG. 3 shows an example of the Google toolbar;

others are very similar.

4 309504E

IG. 3

Typically, when a PC has an active pop-up blocker and the Matrix client is launched, a progress bar appears briefly and disappears without any further visible indication of anything happening. This is usually an indication that the PC has a pop-up blocker that is stopping the Matrix window from appearing.

There are some general guidelines to follow to track down the responsible pop-up blocker (there can easily be multiple pop-up blockers present in any system). The goal is to configure each pop-up blocker by either turning it off or telling it to allow pop-ups generated by the Matrix server (while still blocking pop-ups from all other sites). On a single-PC Matrix system, you should configure the pop-up blocker to allow pop-ups from server address http://127.0.0.1. On multiple-PC systems, the address to allow is that of the Matrix server, either its host name or IP address.

Many pop-up blockers recognize the Control key on the keyboard, if pressed while clicking on a link, as a command to temporarily allow pop-ups originating from that link’s source. To try this method, hold down the Control key on the keyboard while double-clicking on the Matrix client icon on the desktop. This works only for that particular pop-up instance, so it’s not a good long-term solution.

General guidelines to find and configure pop-up blockers:

System Requirements

FIG. 4

Toolbars integrated with IE usually show up in the list here. Look for entries like Google, Yahoo, MSN, etc. Make sure each of these is checked (which will cause them to appear, usually underneath the address bar in the browser window) and then confirm with each one that it’s allowing pop-ups from the Matrix server.

The following example illustrates the Google toolbar, but the others generally function in a very similar fashion.

Example: Assuming a Google toolbar is installed and the system is a single PC Matrix system. The system has been rebooted since the application was installed. While the Matrix Client is in the Windows Startup folder, no browser window appeared when Windows started.

Open a blank IE window. With the Google toolbar visible, enter http://127.0.0.1:8080 in the address bar and press Enter. If a window like the one shown in F

IG. 5

appears, the Matrix server is running, but you have a pop-up blocker.

First, open a blank IE browser window. Click on Too ls in the menu bar (see F

IG. 1). Choose Turn Off Pop-up

Blocker or configure the pop-up blocker to allow pop-ups from the Matrix server.

If IE has been properly configured and the Matrix windows still do not appear, it’s time to look for pop-up blockers from other vendors, starting with toolbars integrated with IE. In IE, click on View in the menu bar and choose Toolbars (see F

IG. 4).

IG. 5

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System Requirements

Note the button in the middle of the Google toolbar that shows 31 blocked (circled in F how many pop-ups the Google toolbar has stopped from appearing. Click this button to make the toolbar allow pop-ups from the address currently in the address bar. Close the browser window and try launching Matrix via the Matrix client desktop icon again.

The same series of steps is performed for multiple-PC systems, only the address used is different--the address of the Matrix server is used instead of 127.0.0.1.

Pop-up blockers are not limited to those included with browser toolbars. Security products such as Norton Internet Security also block pop-ups; refer to the vendor’s instructions on how to configure these software programs.

IG. 5); this is a count of

Software Firewalls

Special Considerations for Firewalls

Summary: Any firewalls in use must allow TCP traffic on ports 8080-8082 and 3306 at the Matrix Server and port 8082 at each Matrix Client. Matrix will not function properly if any of these ports are blocked. Windows XP has a built-in firewall, which is turned on by default (meaning that these ports are blocked) in Service Pack 2.

Any firewalls on the Matrix PC must allow network traffic over several ports. PCs communicate with each other via IP addresses and port numbers. An IP address can be compared to the street address of an apartment building, with a port number as a specific apartment number in the building. The Matrix server and Matrix clients require certain ports be available/open in order to communicate properly. These are the default TCP ports required by the server and each client:

Matrix server: Port 3306 - Matrix Database Port 8080 - Matrix Web Server Port 8081 - Matrix Server

Matrix Client: Port 8082 - Matrix Client

Communication to these ports can be blocked by firewall software installed on your computer. Windows XP contains the Windows Firewall, but there are numerous products provided by third parties such as Symantec and McAfee that also provide firewall functionality. What this means for Matrix is that any Firewalls) on the Matrix PC must be either configured to allow traffic over these ports or turned off altogether.

The Matrix setup program offers to open these ports for you in the Windows Firewall. It does not do this for other firewall products.

Network traffic over these ports can also be blocked by what is called a proxy server. Whether or not a network has a proxy server that stops traffic on these ports, port 8080 in particular, is a question for the facility IT personnel.

The ports listed above are the defaults. If they are changed for any reason, corresponding changes must be made in the firewall settings to allow traffic over the new port numbers. Changing the port numbers may be necessary if, for example, another application is already using these port numbers. Graco strongly recommends that IT personnel familiar with the network are involved with this configuration change.

Windows XP Security

The following security-related configuration settings are not required but are recommended for all Matrix PCs:

1. Be sure a user name and password are required to access the operating system.

2. Ensure the password-protected screensaver is enabled and set to automatically activate after 15-30 minutes of system inactivity.

3. Change user passwords on a regular basis and choose passwords that are difficult to guess.

4. Use anti-virus software to protect against viruses. Some anti-virus programs are bundled with other security software, including other security tools such as pop-up blockers and firewalls. Take note of the recommendations in the sections titled Special Considerations for Pop-up Blockers on page 4 and Special Considerations for Firewalls on page

5. Be sure the system is kept up to date with Microsoft XP updates and service packs.

6. Use a firewall. As mentioned in the section titled Special Considerations for Firewalls, take care to allow for continued operation of Matrix by not blocking the network ports Matrix needs to use.

6 309504E

Installation Instructions

Important: The user must be logged into Windows XP with administrator privileges.

If an older version of Matrix is already installed, the older version must be uninstalled before this one can be installed. See the Matrix Software Instruction Manual that accompanied your current Matrix installation for instructions on how to uninstall Matrix.

Software Installation & Networking

This version of Matrix has two types of installations to choose from in its setup program. One is the Matrix

Server & Client and the other is the Matrix Client. Select Matrix Server & Client for single-PC installations and for

the one PC in a multiple-PC installation that will perform the role of Matrix Server.

Stand Alone Configuration

This configuration (see FIG. 6) has one PC dedicated to Matrix system operation. The Matrix Server and Client version of the software should be loaded to the PC.

Networked Configurations

Matrix Full Line Software can be networked in the two configurations shown in F server and primary client are shown as one PC. In F 8, the server and primary client are shown as separate pieces of hardware.

FIG. 7 Server and Primary Client as one PC

IG. 7 and FIG. 8. In FIG. 7, the

IG.

IG. 6 Stand alone configuration

Follow setup path 1 beginning on page 8.

Matrix Server &

Matrix

Transceiver

Client Type: ShopClient Type: ShopClient Type: Sho

IG. 8 Server and Primary Client separate

Client Type: Shop

Client Type: Primary

Client Type: Sho

Follow setup path 1, beginning on page 8, on the PC designated as the Matrix Server and setup path 2, beginning on page 11, for all other PCs in the system.

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Installation Instructions

Browser Configuration

Prior to running the setup program, ensure that IE is configured properly.

Open IE and verify that active scripting is enabled. This setting is typically found in Tools / Internet Options / Security Settings / Custom selection. See F

IG. 9 Internet Java Script Security Settings

1. In the Temporary Internet Files section of the Internet Options box, click Delete Files. Select the Delete All Offline Content check box. Click OK. See F

IG. 10.

IG. 9.

2. Click Settings. Select Every visit to the page. Click OK. See F

FIG. 11 Internet Page Settings

3. Select the Content tab and click the AutoComplete button. Clear the check marks from all the boxes. Click the Clear Forms button and select Yes to any pop-up screens. Click the Clear Passwords button and select Yes to any pop-up screens. Click OK.

Click OK to close the Internet Options dialog box.

IG. 11.

IG. 10 Internet Options General

Setup Path 1- Typical (Matrix Server and Client)

See FIG. 12 through FIG. 21.

1. Log into Windows XP as administrator.

2. Configure IE according to the Browser Configuration section.

3. Insert the Matrix CD in the CD-ROM drive.

4. The setup program should start automatically. If it doesn’t, open Windows Explorer (Start / All Pro- grams / Accessories). Locate the CD-ROM drive letter under My Computer and double-click the setup executable file to see the screen shown in F

12.

IG.

8 309504E

IG. 12 Setup Path 1 - InstallShield Wizard

5. Click Next.

Installation Instructions

FIG. 14 Setup Path 1 - Choose Setup Type

7. The default setup type is shown selected: Typical (Matrix Server & Client). Chose this setup type for

either standalone Matrix PCs or for the Matrix Server in multiple-PC applications. Click Next.

IG. 13 Setup Path 1 - License Agreement

IG. 15 Setup Path 1 - Firewalls

6. Review the End User License Agreement. If acceptable, select “I accept…” and click Next.

8. Note firewall configuration settings that may need to be changed for Matrix to function. Click Next.

309504E 9

IG. 16 Setup Path 1 - Firewall Question

9. Setup checks for Windows XP Service Pack 2 installation. If Service Pack 2 is present, the pop-up shown in F

IG. 16 appears. Choose Yes or No to

continue.

Installation Instructions

11. Setup is ready to install Matrix application files. Click Install.

FIG. 19 Setup Path 1 - Install Complete

12. Transfer of application files from the setup program to the hard disk is complete. Click Finish.

IG. 17 Setup Path 1 - Pop-up Blockers

10. You may need to make changes to pop-up blockers installed on the PC for Matrix to function properly. Read this information carefully for guidance. Click

Next.

IG. 18 Setup Path 1 - Ready to Install

IG. 20 Setup Path 1 - Setup Complete

13. Setup is complete. You must restart your computer before using Matrix, Graco recommends that you restart now.

10 309504E

Installation Instructions

The Typical (Matrix Server and Client) setup creates the following shortcuts.

In Start / All Programs / Graco / Matrix:

• Matrix Server - launches the Matrix Server which handles all RF communication to tank level monitors, database storage of tank level data and system configuration and generates system warnings and e-mails. Matrix Server must be running at all times.

• Matrix Client - provides the IE browser-based graphical user interface and accompanying screens. Matrix Client must be running to access Matrix Screens.

• Matrix Reporter - accessible to Matrix system administrators, Matrix Reporter generates system reports on production and configuration data. Matrix Reporter is used any time a Matrix report needs to be generated, as well as to generate a database backup file.

• Server Network Settings - a graphical editing tool used to configure network settings used by the Matrix Server. Typically used only once--when commissioning the Matrix system. In most cases the default server network settings will not need to be edited.

IG. 21 Setup Path 1 - InstallShield Wizard

5. Click Next.

• Client Network Settings - a graphical editing tool used to configure network settings used by the Matrix Client. Typically used only once--when commissioning the Matrix system.

• End user license agreement (EULA).

In Start / All Programs / Startup:

•Matrix Server

• Matrix Client

On the Windows Desktop:

• Matrix Client

Setup Path 2 - Matrix Client Only

See FIG. 22 through FIG. 29.

1. Log into Windows XP as administrator.

2. Configure IE according to the Browser Configuration section.

3. Insert the Matrix CD in the CD-ROM drive.

IG. 22 Setup Path 2 - License Agreement

6. Review the End User License Agreement. If acceptable, select “I accept…” and click Next.

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+ 25 hidden pages