Page 1
Instruction Manual
Tank Level Monitor
(TLM) Software
For use with Graco Matrix Electronic Meter and Tank Level Monitor Components.
309504E
EN
Graco Inc. P.O. Box 1441 Minneapolis, MN 55440-1441
Copyright 2003, Graco Inc. is registered to I.S. EN ISO 9001
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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
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System Requirements
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
309504E 3
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.
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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).
F
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
F
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.
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F
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).
F
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
6.
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
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Installation Instructions
p
p
Installation Instructions
I
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
F
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
F
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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Page 8
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
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
F
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
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F
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
F
IG. 15 Setup Path 1 - Firewalls
F
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.
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F
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
F
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.
F
IG. 18 Setup Path 1 - Ready to Install
IG. 20 Setup Path 1 - Setup Complete
F
13. Setup is complete. You must restart your computer
before using Matrix, Graco recommends that you
restart now.
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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.
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 (setup.exe).
F
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.
F
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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F
IG. 23 Setup Path 2 - Choose Setup Type
7. The setup type shown selected is Matrix Client
Only, used for all machines except the Matrix
Server in multiple-PC Matrix systems. Click Next.
Installation Instructions
FIG. 25 Setup Path 2 - 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. 25 appears. Choose Yes or
No to continue.
F
IG. 24 Setup Path 2 - Firewall Information
8. Note firewall configuration settings that may need
to be changed for Matrix to function. Click Next.
F
IG. 26 Setup Path 2 - 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.
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F
IG. 28 Setup Path 2 - Install Complete
12. Transfer of application files from the setup program
to the hard disk is complete. Click Finish.
Installation Instructions
The Matrix Client Only setup creates the following
shortcuts.
In Start / All Programs / Graco / Matrix:
• 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.
• 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:
F
IG. 29 Setup Path 2 - Setup Complete
13. Matrix software installation is complete. You must
restart your computer before using Matrix.
• Matrix Server
• Matrix Client
On the Windows Desktop:
• Matrix Client
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Sun Java Runtime
Because the startup program places shortcuts to Matrix
in the Windows Startup folder, Matrix will launch automatically when the you log into Windows. Each time
Matrix is launched, it checks for the presence of the Sun
Java Runtime Environment (JRE) on the PC. If it is not
found, Matrix will launch the setup program for it (JRE
version 1.4.2_04 is bundled with the Matrix setup) and
then exit. You must be logged into Windows XP with
administrator privileges for the JRE installation to succeed. Proceed through the JRE installation. When
installation is complete, reboot your computer. When
logged back into Windows, Graco strongly recommends
the following Java Plug-in configuration changes:
Navigate to Control Panel / Java Plug-in and double-click Java Plug-in. Select the Cache tab and dese-
lect the Enable Caching feature, then click Apply. See
F
IG. 30.
Installation Instructions
FIG. 31
See Software Installation Troubleshooting on page
15 if the Java applets do not display properly.
Clock and Time Zone Settings
Verify that the Microsoft XP clock and time zone settings
are correct. When the time is changed by either the PC
operator or automatically by Microsoft XP (i.e. daylight
savings time automated change), the PC must be
restarted.
IG. 30
F
Click the Update tab and deselect the Check For
Updates Automatically feature, then click Apply. Click
the X in the top right corner to close the window. See
F
IG. 31.
MatrixLogs Folder
The Matrix setup program creates a folder named
c:\MatrixLogs. Various log files generated during Matrix
operation stored in this folder, do not delete it.
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Software Installation Troubleshooting
Problem Cause/Solution
Software Installation Troubleshooting
When Matrix is launched, I see
a progress bar for a period of
time, but the browser window
showing the Matrix application
never appears.
When Matrix is launched, I get
an error that says a connection
could not be made to the Matrix
server.
There may be a pop-up blocker program running on your PC and preventing
the Matrix window from opening. Verify that you do not have a pop-up blocker
integrated with your IE browser. Programs such as the Google, Yahoo, and
AOL Toolbars—among many others, including IE itself if Service Pack 2 for
Windows XP is installed—contain such features. You must configure your
pop-up blocker to not block pop-ups from the Matrix Server software. If this is
happening at the server PC, the address the pop-up blocker must allow
pop-ups from is http://127.0.0.1
pop-up blocker must allow pop-ups from http://<MatrixServer>, where
<MatrixServer> is the host name or IP address of the Matrix Server PC. How
the pop-up blocker is configured varies depending on the program, so check
that program’s documentation for instructions on how to do this. Usually, the
easiest solution is to disable the pop-up blocker entirely.
If a pop-up blocker causes the browser-based user interface to not show, the
underlying program that handles system communication, warning pop-ups,
sending e-mails, etc., should still function as normal.
Make sure you do not have a software firewall blocking ports 8080-8083 or
3306 at the Matrix Server and port 8082 at each Matrix Client. Matrix must be
able to use these ports for normal operation. By default, Service Pack 2 for
Windows XP turns the built-in Windows Firewall on; ensure that these ports
are open. The system may have a firewall from another vendor, such Symantec’s Norton Internet Security, installed; this type of security software packages can contain firewalls and pop-up blockers, among other tools.
. If this is happening at a Matrix Client, the
I’m sure I have no pop-up
blockers or firewalls on my
Matrix Client, but I still can’t
access the Matrix screens.
The tank level information
screen has a white/gray rectangle where the dispense information should be.
After installing the JRE as
described in the installation
instructions, There is a coffee
cup icon in the system tray and
frequent pop-up windows.
What is this for, and is there a
way to turn off the pop-ups?
Verify with your IT network administrator that the network has no proxy servers
that block traffic on port 8080, the default port used by Matrix for http traffic.
The tank level information is displayed in a table in a Java applet. Verify that
you have the Java Plugin (version 1.4.2_04 or later) installed and that it is not
disabled in IE (Tools->Internet Options->Advanced tab, the section marked
Java (Sun)).
Also, in the Windows Control Panel, you should find a Java Plug-in icon. Double-click the icon and verify that IE is set up to use the Sun JRE for viewing
applets.
This is the Java Update mechanism that is part of the JRE, which, if enabled,
allows the JRE to make periodic automatic checks over the Internet for new
versions of the JRE. For the purpose of running Matrix this isn’t necessary. To
turn this off, go to Control Panel, double-click on the Java Plugin icon and
choose the Update tab. Clear the Check for Updates Automatically check-
box
309504E 15
Page 16
Software Installation Troubleshooting
Problem Cause/Solution
I can’t access the Matrix setup
screens from a Matrix client.
With Matrix installed on single
PC in a standalone system
configuration, when I launch
Matrix while my computer is not
attached to my network, the
Matrix browser-based screens
do not appear. However, if I
attach my computer to the network and launch Matrix, they
do appear.
I clicked on a button to get to a
different page at a Matrix Client
and I got a gray screen that
says “Direct access to this
Matrix page not allowed.”
With one exception, this behavior is normal. One Matrix Client PC is chosen to
be the system’s Primary Client. A Matrix system administrator can access the
setup screens from this PC, but from no other Matrix Clients. Note that the Primary Client does not need to be the same machine as the Matrix Server,
where a Matrix system administrator can always access the setup screens.
This happens most often with laptops that frequently connect to multiple networks using different configurations.
First, verify the proxy settings configured in your IE browser. Open a blank IE
window, click on Tools->Internet Options, and select the Connections tab.
Ensure that 1) Never dial a connection is selected, and 2) Click on LAN Set-
tings and disable automatic proxy configuration.
Also, be aware that IE, will always check for an Internet connection before
serving local web pages (see article ID 290766 on Microsoft’s online support
site, support.microsoft.com, for details).
Usually this means that the Matrix Server was restarted. In the Matrix system,
if the Matrix Server is restarted for any reason, all Matrix Clients must also be
restarted to reconnect to the screens. This is one reason why it’s important
that the Matrix Server be dedicated to the Matrix system.
Uninstalling Matrix on Windows XP
Follow this procedure to remove Matrix software and
data files stored on your computer. You will lose all
Matrix system parameters and all Matrix tank level history using these procedures unless you first use Matrix
Reporter to make a back-up of the database by exporting it to a *.sql file.
• You must have Windows XP administrator privileges
in order to add or remove Matrix from the computer.
• Any files you have created with Matrix since it was
originally installed, such as database export files,
reports, and log files will not be removed by the
uninstall program. If you wish to also remove these
from your hard drive, you will have to do so manually
using Windows Explorer after the uninstall program
completes.
1. Choose Start / Control Panel from the Windows
Start menu.
2. In Control Panel, double-click Add or Remove Pro-
grams.
3. Scroll to Matrix in the program listing and click it
once to highlight it.
4. Click the Remove box.
5. In the dialog box that appears, choose Remove.
from the list of options and click the Next button.
6. Click Yes in the window that asks you to confirm
your selection.
7. The uninstall program runs.
8. Click the Finish button.
You may be prompted to reboot as the final step of the
uninstall process. Graco recommends that you always
reboot when you have uninstalled Matrix software.
Matrix log files found in c:\MatrixLogs, will not be
removed by the automated uninstall process. They
must be deleted manually.
16 309504E
Page 17
Operator Screens
F
IG. 32 Operating Screens
Operator Screens
Tank Level Information _____________________________________
Place the cursor over the Tank Level Information box, causing the text to turn yellow. Left click the box to go to the
Tank Setup screen. See F
F
IG. 33 Tank Level Information Screen
This screen provides tank level status activity for all
tanks in the system:
Date & Time - displays the day, month, date, time, and
year that the dispense took place.
Tan k N a m e - displays each fluid storage tank in use with
the Matrix system and the numbers or labels that are
assigned to them.
Fluid Type - displays the type of fluid stored in the tank.
Tan k C a p a c i t y - displays the total gallons of fluid that the
tank is capable of holding when full.
Current Volume - displays the tank volume in gallons.
Battery - displays the amount of battery life remaining.
IG. 33.
Tank volume, as shown in F
of several different events:
1. Tank Level Monitor reading – The current tank volume is updated when readings are sent by a tank
level monitor mounted on the tank. These readings
can be scheduled (programmed) to happen at specific times during the day, or they can be manually
generated when the blue button on the tank level
monitor is pressed. The tank level readings sent
from the tank level monitor always overwrite whatever Matrix has as the current tank volume.
2. Manual tank level adjustments – On the tank setup
screen, the adjust link allows you to manually
increase or decrease the current tank volume. This
is commonly done for fresh oil deliveries and waste
oil removal.
IG. 33, changes as a result
309504E 17
Page 18
Operator Screens
Battery Level Information ___________________________________
Place the cursor over the Battery Level Information box, causing the text to turn yellow. Left click the box to go to the
Battery Level Information screen. See F
F
IG. 34 Battery Level Information Screen
IG. 34.
This screen provides battery charge level for all meters
and tank level monitor batteries in the system. Each row
corresponds to a meter or tank.
Date & Time - the date and time of the last battery status update
Meter Or Tank Name - the name of the meter or tank,
including the fluid name associated with it.
Warning Level - the user-configurable point at which the
battery should be replaced for the meter or tank,
expressed as a percentage of a fully charged battery
and set in the meter or tank’s setup configuration.
Battery Level Status - the actual battery status,
expressed as a percentage of a fully charged battery.
If a tank level monitor’s battery level status drops below
it’s configured warning level, the row corresponding to
that tank level monitor in the list will turn red. This highlights the fact that a tank level monitor has a battery level
nearing zero and should have a new battery installed.
The row will stay red until the battery is changed and
Matrix receives a reading from that tank level monitor.
18 309504E
Page 19
System Administrator Screens
Matrix System Setup
Once the Matrix PC software is installed, it’s necessary
to synchronize the software with the other hardware
components of the Matrix system. This is done through
the system administrator portion of the software. This
section is password protected and provides access to all
Matrix setup screens. Only individuals with system
administrator rights have access to this portion of the
program.
Move the mouse pointer to the box labeled Matrix System Setup. The text will turn yellow. Left click to bring up
the Authenticate User dialogue box.
1. Key in your user information and click Submit. For
initial log on only, type in matrix (lowercase) for user
name and graco (lowercase) for the password.
Click Submit. Once the initial log on information is
authenticated, the System Administration screen
appears. See F
IG. 35.
System Administrator Screens
Personalized passwords for System Administration, Entering Work Orders, and for Adjusting Tank
Levels are entered at the System User Setup
screen, see page 23. Once a new admin user
account is created, the default matrix/graco
account is disabled.
The system administrator has access to:
• System Configuration - setting global security, measurement system, Transceiver configuration and
Matrix PC client information.
• System User Setup - add, modify, and remove
users.
• Tank Setup - add, modify, adjust, remove, and pro-
gram tank level monitors.
• E-mail Setup - configure email to be sent to responsible parties based on various tank conditions.
• Return to Operating Screens- returns the user to the
operating screens.
F
IG. 35 System Administration Screen
309504E 19
Page 20
System Administrator Screens
System Configuration ______________________________________
There are three sections of the System Configuration screen: General system-wide default settings, transceiver settings, and PC client settings. See F
The System Configuration setup must be performed prior to defining all other Matrix system setup parame-
ters.
IG. 36.
IG. 36 System Configuration Screen
F
To change any of the settings listed for system configuration, click modify.
Unit of Measure (English or Metric)
Measurement System is the global units of measurement setting. English and Metric are the two options in
the pull down menu. This setting can be changed on a
tank-to-tank and meter-to-meter basis.
1. In the Measurement System box, select English or
Metric.
2. Click Apply
FIG. 37 Select settings below
Edit Contact Information
The Edit Contact Information dialog box appears once
apply is selected. Fill in the appropriate fields. This information will be placed automatically on all outgoing
Matrix e-mail. See F
IG. 38.
FIG. 38 Edit Contact Information
Click Apply to update contact information and return to
the System Configuration screen.
20 309504E
Page 21
System Administrator Screens
Transceiver Setup
Click the Add Transceiver button, then click Modify.
1. Enter the area of the shop where the transceiver is
located (i.e., Main Shop, Fast Lube Shop, Engine
Department) in the Transceiver Name field.
2. The Network ID is a letter designation for the Transceiver network identification. The default is (A).
There are eight network ID’s available designated
with the letters A through H. Type in the selected
Network ID.
The Network ID letter for a given Transceiver
must match that Transceiver’s dipswitch settings.
3. Transceiver ID is a letter designation for the Transceiver Identification. The default is (A). There are
eight Transceiver ID’s available designated with the
letters A through H.
The Transceiver ID letter for a given Transceiver
must match that Transceivers equivalent dipswitch settings.
Confirm PC/Transceiver Communication
Each time a transceiver is powered up, it reads its dip
switch settings for Network ID and Transceiver ID and
sends this information to the PC. It also sends the transceiver’s firmware revision level. These settings are displayed as “Last Power-up Settings” and “Firmware
Revision” on this screen. If these fields are “N/A”, it
means that the transceiver has never (successfully)
communicated with the PC.
One way to confirm that the serial connection between
PC and transceiver is functioning properly is to change
the transceiver dip switch settings and verify that the PC
software reflects the new settings. Refer to the transceiver manual on how to set transceiver dip switches.
Example:
A Matrix system has a single transceiver, the desired
settings on the transceiver setup screen (Fig. 18) are
Network ID = A, Transceiver ID = A, and Serial Port =
COM1 (factory defaults).
4. Serial Port is a pull down menu of all available communication ports on the Matrix PC. COM 1 is the
default setting. If COM 1 is not available, select an
open port from the pull down list.
Some computers may not have any serial ports.
In this case a USB converter will be required to
obtain serial ports. Graco recommends Edgeport models from B & B Electronics.
If you attempt to add a Transceiver and the PC
has no COM ports available, an error message
appears. Contact your IT professional or add
serial ports using the USB convertors recommended by Graco. See page 3 for additional
information.
Firmware Revision is the Transceiver firmware
revision level.
Transceiver Power-up
Graco recommends that when you plug in the power
cord to the transceiver, do it with the PC serial cable
already plugged in.
FIG. 39
1. If it’s open, close the transceiver setup screen (Fig.
18).
2. Power off the transceiver.
3. Set the transceiver dipswitch settings to:
Network ID = H
Transceiver ID = H
Refer to transceiver manual 309498 for instructions.
4. With one end of the serial cable already plugged
into the PC and the other end in the transceiver,
power up the transceiver.
309504E 21
Page 22
System Administrator Screens
5. As the transceiver initializes itself on power-up,
watch the LED lights on the side of the transceiver.
You should see the lights flicker briefly with a burst
of activity. You may see occasional flickering of the
lights after this initial burst.
6. After the brief burst of LED activity, open the transceiver setup screen in the PC software and check
the “Last Power-up Settings”. If they show the Network ID = H and Transceiver ID = H settings as
described above, the serial connection between the
PC and the transceiver is functioning properly.
7. Close the transceiver setup screen.
8. Power down the transceiver and restore the dip
switch settings to their Network ID = A, Transceiver
ID = A settings.
9. Power up the transceiver.
10. After the initialization activity reflected by the lights
on the transceiver, open the transceiver setup
screen and confirm that the “Last Power-up Settings” read Network ID = A and Transceiver ID = A.
If the “Last Power-up Settings” do not update, one or
more things may be happening.
When the Matrix PC software starts up, one of the first
things it does is check with Windows to find out what
serial ports (COM ports) exist in the system. These
ports are the ones listed in the Serial Port drop down list
on the transceiver setup screen. If a port you expect is
not listed there, it is because it is not registered as a
valid port with Windows.
Second, the selected COM port may be in use by
another program on the PC. In this case, even if the
Serial Port selection on the transceiver setup screen
matches the port the cable is plugged into, no Matrix
communication will happen because a different software
program “owns” the port. The only way to get it to work
is to either shut down the other program or configure
either the other program or Matrix to use a different
COM port. Software programs that use serial ports
include fax software and PDA software.
Third, the cable between the PC and the transceiver
could be either bad or wired improperly. The latter is
most likely to occur when an RS422 connection is used;
the former could happen with either serial cable choice.
Make sure the cables are firmly connected, so that there
isn’t a chance the plug or wire is falling out on either
end.
First, the serial port selected on the transceiver setup
screen may not be the one the serial cable is plugged
into. Many newer computers have only one serial port
on the back of the computer; the port may or may not be
COM1. It could easily be another COM number, so if
other COM ports show up in the transceiver setup
screen’s drop down list for Serial Port selection, try
using each of those in turn and repeat the above steps.
Many new computers have no serial ports at all, in which
case a USB to RS232 converter is required to supply at
least one serial port. Graco recommends the purchase
of Edgeport brand USB to RS232 converters, available
from www.bb-elec.com
tions for the converter carefully and make sure you
reboot the computer when complete. Again, don’t
assume the COM port number—the documentation with
the converter should help explain what COM port number the converter will provide.
. Follow the installation instruc-
Repeat this setup for each Transceiver ensuring that no
two Transceivers use the same Network and Transceiver
IDs. If you have only one transceiver, Graco recommends using the default Network ID and Transceiver ID
settings.
22 309504E
Page 23
System Administrator Screens
System User Setup ________________________________________
Place the cursor over the System User Setup box causing the text to turn yellow. Left click the box to go to the Systems Users Setup screen. See F
F
IG. 40 Systems User Setup Screen
IG. 40. Use this screen to add new system administrators and their PIN numbers.
Click on the System User Setup button, then click on
Modify for each System Administrator person that will
need access to all the screens in the system
Adding a System Administrator User
1. For each new System Administrator User, click ADD
SYSTEM USER.
2. Click modify and enter the User Name, and Real
Name. See F
3. Key in the user’s password and then click Apply. See
F
IG. 42
There can be more than one System Administrator if you wish. The System Administrator has
access to all screens in the software. This pro-
cess disables the default system admin account.
Keep this information in a secure place. Keep this information in a secure place. If you misplace your system
administrator password information, call the Graco
Lubrication Equipment Support Team at
1-800-533-9655 from 7:30a.m. to 5:00 p.m. CST.
IG. 41. Click Apply,
.
FIG. 41 Select settings below
F
IG. 42
309504E 23
Page 24
System Administrator Screens
Changing User Information.
1. Select the user information to change and click
Modify.
2. Select and change the information.
3. Click Apply to update the record.
Removing a User
In the Action Column of the user record, click remove to
remove the user record from the System Users Setup
screen.
Modifying User Information
1. In the Action Column of the user record, click modify. The Select settings below dialogue box appears.
See F
IG. 41.
2. Change the data as needed.
If the Security Status is changed from Basic to
either Administrator or Work Orders, new passwords, allowing access, must be entered.
3. Click Apply. The changes are made. If the security
level previously selected is for Administrator or Work
Orders, either existing passwords or new passwords
must be entered to apply the changes.
Tank Setup _______________________________________________
Click Tank Set up to go to the Tank Setup screen (FIG. 43). Tanks must be configured before meters can be configured.
F
IG. 43 Tank Setup Screen
Customized Fluid Setup
To add, edit, or remove a fluid from the Tank setup, click
the Customized Fluid List button located in the upper
left corner of the Tank Setup screen. See F
Fluid Setup dialogue box appears. See F
To Add a new fluid to the entry list
Click Add. Type in the new fluid name and a description,
and select the type of fluid from the drop down box. Click
Add to add a fluid to the list. You will need to provide a
fluid name, description, and select if it’s Oil/ATF, Gear
Lube, or Anti-Freeze 50/50. For ease of reading elsewhere in the program and in the reports, a short name is
recommended. Click Apply to update the record.
To Remove a fluid
Select the fluid to remove, and click Remove. The
record is deleted from the list and you return to the Tank
Setup screen.
IG. 43. The
IG. 44.
FIG. 44 Select a fluid entry to add or remove
Adding a New Tank using a TLM
1. Click Add Tank. A new blank record is added. Tanks
must be setup and programmed prior to meters
being setup. See F
IG. 45.
2. Select modify for the newly added tank
24 309504E
Page 25
System Administrator Screens
3. Tank Name : select and name the tank
.
This field is alpha/numeric. For 1 - 99 TLMs use
the following numbering 01, 02, 03, … 09. For 100
- 999 TLMs use the following numbering 001, 002,
003, … 010, 011, 012. This ensures the tanks will
be listed in the correct sequence in the Matrix system. To avoid issues with the reporting function, do
not use commas in data fields.
4. Fluid Name: select any type of service fluid from
the drop down list.
5. Tank Capacity: fill in the tank capacity and select a
measurement (i.e. 500 gallons).
Vertical wall tanks use this capacity figure to calculate tank volume. Make certain the value is accurate. The tanks of other shapes calculate capacity
based on user-entered dimensions.
6. Tank Level Monitor: select yes if you plan to use a
Tank Level Monitor (TLM) on the tank and No if you
don’t plan to use one. If yes, you will be prompted
for additional information about this tank.
7. Tank Shape: select either vertical walls, cylinder, or
obround. See page 26 for information regarding
tank shape.
8. Tank Warning Level: default is 10%, but can be
changed as required. The monitor will send a low or
high tank level warning screen to the PC when the
tank level reaches 10% capacity, alerting the System Administrator that the tank level is low and
needs more fluid or high and must be evacuated.
F
IG. 45 Edit Tank Setup
9. Tank Warning Type: the Low setting is for new ser-
vice fluids and the High setting is for used oil tanks.
309504E 25
Page 26
Tank Shape Screen
Vertical Tank Geometry
Vertical tanks use the tank capacity to calculate tank volume. Obround and cylindrical tanks use the tank dimen-
sions to calculate tank volume.
Vertical Tank
System Administrator Screens
Obround Tank
IG. 46 Vertical Tank
F
Verifying Capacity for Obround and Cylindrical
Tank s
After the obround or cylindrical tank setup information
has been completed, it may be necessary to modify the
tank manufacture’s published gal/liter capacity that was
entered in F
IG. 45. (In some cases the actual volume of
the tank may exceed the manufacture’s published
capacity.) To verify this, once the TLM has been pro-
grammed:
1. Stand the TLM upright on a flat smooth surface,
press the blue button and record the volume. The
volume shown on the PC tank setting screen should
match the volume initially entered. If it does nothing
further needs to be done.
2. If the reading does not match, modify the tank
capacity in F
IG. 45 to match the TLM reading taken
on the flat smooth surface.
F
IG. 47 Obround Tank
Cylindrical Tank
IG. 48 Cylindrical Tank
F
26 309504E
Page 27
System Administrator Screens
FIG. 50 Adjust Tank Levels
F
IG. 49 Edit Tank Schedule
1. After making the appropriate tank shape selection
click continue for the next screen called the edit tank
schedule dialogue box. See F
2. This screen defines the frequency of tank level
reports to be sent to the Matrix PC. Click Apply to
update the record and return to the tank Setup
screen.
Up to 10 tank level reports can be selected per day.
The frequency of reporting is directly related to the
tank level monitor battery life. The more daily
reports, the shorter the life of the tank level monitor’s batteries.
IG. 49.
Manual Tank Adjustment
1. Click adjust. The Tank Levels screen appears. See
F
IG. 50.
2. Enter the amount of oil to be added or subtracted to
the current amount.
3. Click the description arrow, and choose an appropriate reason for the adjustment.
4. Add any desired comments.
5. Click Apply to update the record.
6. The Tank volume updated notice appears. See F
51. Click Close to return to the Tank Setup screen.
F
IG. 51 Tank Volume Updated
IG.
Removing a Tank
In the Action column of the monitor you want to remove,
click remove
. The record is deleted.
If the tank is full or has oil in it, press the display
button to automatically display the amount of oil in
the tank.
309504E 27
Page 28
Programming the Tank Level Monitor
1. In the Action column of the tank record you want to
program, click Program. The Tank Level Monitor
setup timeout notice appears. See F
IG. 52.
System Administrator Screens
Tank 1
5W-30
FIG. 53
Recommendations
1. Verify that the serial link between the PC and transceiver is working. See the Confirm PC/Transceiver
Communication section on how to do this. If this
link is not working, nothing else will.
F
IG. 52 Tank Level Monitor Setup
2. When the screen appears, you will have up to 5 minutes to program the TLM or you will need to reclick
on Program. After 5 minutes, this window needs to
be manually closed. To stay in program mode at the
PC, the program link must be clicked again. Press
the blue button on the TLM until Program Mode is
displayed on the TLM screen (about 15 seconds).
The text on the screen will change from “PC in programming mode” to “Program Complete” indicating
the TLM has been programmed. For more information on the TLM see instruction manual 309500.
Remove the protective plastic covering from the
tank level monitor display.
3. Click Cancel Programming to return to the Tank
Setup Screen and start over.
After programming is completed, label each monitor with the tank number and fluid name (i.e., Tank
1, 5W30). The label can be removed after the monitor is installed in the tank. See F
IG. 53.
2. Tank level monitors come from the factory with
exactly the same factory default configuration—including the RF settings the tank level monitors use to communicate to the PC via the
transceiver. Therefore, when trying to program one
tank level monitor, another tank level monitor may
interfere. Particularly when commissioning a system
for the first time, remove the batteries from all tank
level monitors except the one you’re programming.
3. Do not program another tank level monitor until you
get the Programming complete! message shown
in F
IG. 54. If you program a tank level monitor and it
appears to be successfully programmed at the tank
but you didn’t get the programming complete message at the PC, Graco recommends you reprogram
the tank level monitor. This ensures that you do not
get two tank level monitors programmed with duplicate parameters, which will cause unpredictable
system behavior.
F
IG. 54 Programming complete screen
If a programmed TLM is moved to another tank
location or if the parameters change, it must be
re-programmed.
28 309504E
Page 29
System Administrator Screens
E-Mail Setup______________________________________________
Click E-Mail Setup to go to the E-Mail Setup screen (FIG. 55).
FIG. 55 E-Mail Setup Screen
Matrix can send e-mail notification to responsible parties
based on the following tank-related events:
Missed Tank Level Reading – Tank level monitors can
be programmed to measure the tank level at predetermined times and report that information to the PC. If the
tank level monitor is programmed to report at a specific
time, this event is fired if no report is received by the PC
within 55 minutes. For example, if the tank level monitor
is programmed to report tank level at 2:00 pm and no
reading is received by the PC by 2:55pm, the reading is
considered missed and an e-mail will be sent. This event
is usually sent to the Matrix system administrator.
Tank Low Level or High Level Warnings – If the tank
level falls below the Low Level warning threshold or
rises above the High Level warning threshold programmed for the tank, an e-mail will be sent. These
events are usually sent to the fresh oil supplier, the
waste oil recycler, and/or the Matrix system administrator.
Current Tank Volume – The current tank volume can
be e-mailed as a scheduled event. This event is usually
sent to the fresh oil supplier, the waste oil recycler,
and/or the Matrix system administrator.
falls below the configured warning level, each successive tank level reading from that tank will generate a
pop-up Low Tank Level warning. This will continue until
the tank is filled above the warning level—but the e-mail
notification will happen only the first time it occurs on
that day.
Graco strongly recommends that the End User’s
Information Systems personnel be involved in the
following Matrix configuration.
E-mail Configuration
Click E-MAIL CONFIGURATION to display the dialog
box shown in F
IG. 56.
Tank Volume History – A history of tank volume readings can be e-mailed as a scheduled event. This event is
usually sent to the Matrix system administrator.
It is possible for the Missed Tank Level Reading and
Low/High Level Warning events to occur multiple times
per day, but an e-mail for that particular event will be
sent only once per day. For example, if the tank level
309504E 29
FIG. 56 E-mail Configuration dialog
Page 30
System Administrator Screens
1. Your Company Name – this is the end user’s com-
pany name.
2. “From” E-Mail Address – recipients of any e-mail
sent by Matrix will appear to come from the address
entered here. Typically, this is the e-mail address of
the person responsible for managing the bulk oil
tank deliveries and pick-ups at the Matrix site.
3. SMTP Server Address for Outgoing Mail – the
address of the mail server to which Matrix transfers
outbound e-mail. This address can be obtained from
either the Internet service provider or from IT personnel at the site. Some Internet service providers
change the SMTP address frequently (eg. AOL).
The Matrix e-mail functionality will not work with
these Internet service providers.
4. Use Authentication/User Name/Password – some
mail servers require authentication in the form of a
user name and password. If this is the case, check
the check box and enter the appropriate user name
and password here. Otherwise, leave the check box
unchecked and the user name and password fields
blank.
5. Click Apply close the screen and save changes.
Only one address can be entered; if the same notification needs to be sent to multiple addresses, a
separate e-mail event must be created for each
recipient.
3. Click the Event drop down list and select event.
4. Assign Tanks to this e-mail Event: Click and highlight the tank(s) that you wish to send, then click the
(>>) right arrows. The tank(s) will be moved to the
assigned tank column. Click Apply. See F
IG. 57.
Removing an E-Mail Event
In the Action column of the record you want to change,
click remove
. The record is removed from the screen.
To verify the e-mail configuration settings made above,
create a Current Tank Volume e-mail event (as
described below) for about 5 minutes in the future, allow
the time to expire, and verify with the recipient that the
e-mail was received. Once Matrix has created the e-mail
and transferred it to the mail server, Matrix cannot confirm that the e-mail actually arrived at the intended recipient. However, Matrix Reporter provides a report that
summarizes e-mail events, at least as far as creating the
e-mail and getting it as far as the mail server.
Adding an E-Mail Event
Click Add E-Mail. A new record is added to the screen.
Modifying E-mail Events
1. Locate the e-mail event you wish to change and
select Modify.
2. In the new Send to E-mail Address, enter the e-mail
address of the person you wish to send notify of this
event.
F
IG. 57 Modifying E-mail
System Status ____________________________________________
Selecting the system status box returns the user to the Operator User System screen.
30 309504E
Page 31
System Administrator Screens
309504E 31
Page 32
Matrix Reporter
Matrix Reporter
Matrix Reporter provides all Matrix reports and is used
to import and export the Matrix database.
Production Data
Matrix retains production data over a 4 month rolling
window. That is, data older than 4 months is automatically deleted on a daily basis. This “purging” action is
performed at 3:30 am when the system is idle. This
operation keeps the internal Matrix database to a manageable size ensuring that the system performs reliably.
If retaining production data beyond the 4 month window
is required, the Matrix system administrator should run
the desired reports on a regular basis and either save
the data to an electronic file or print a hard copy.
Starting Matrix Reporter
Navigate to Start / All Programs / Graco / Matrix and
select Matrix Reporter. You will be prompted for a
Matrix user name and password, which must have an
Administrator security level.
Creating a Report
Select a report from the drop down list under the main
menu at the top of the screen. See F
the report will populate the report window below. At this
point the data can be viewed, filtered by date, saved to
file, or printed. See F
FIG. 59 Reports Type selection
IG. 60.
IG. 59. The data for
When you have successfully logged in, Matrix Reporter
opens with a blank report window (F
F
IG. 58
Matrix Reporting Window
Do not close the blank report window; a window
like this is required to be open in order to display
report contents. If for some reason the window is
closed, a new one can be created by clicking on
File / New in the main menu or the “Create a new
report” button on the toolbar.
IG. 58).
F
IG. 60
The following reports are available in Matrix Reporter:
1. Current Volume by Tank
2. Tank Volume History
3. Missed Tank Readings
4. Tank Adjustment History
5. Current Battery Level by Tank
6. Transceiver Configuration
7. Tank Monitors by Transceiver
8. Tank Configuration
9. Tank Monitor Configuration
10. Tank Monitor Schedule
11. E-mail Server Settings
12. E-mail Configuration
13. E-mail History
14. PC Clients
32 309504E
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Matrix Reporter
Saving Report Data to File
All Matrix reports can be saved to an electronic file on
the hard disk by running the desired report and then
selecting Tools/Save Active Report from the main
menu. The file will be in comma-separated text format
and can be saved with a .csv or .txt extension. A spreadsheet software program such as Microsoft Excel can
open a file like this for custom data manipulation and
reporting.
Printing Report Data
Most, but not all reports can be printed to a file by
selecting File/Print from the main menu. Some reports
have too many columns to format on common paper
sizes and therefore will not print with this command. For
reports that cannot be printed directly from Matrix
Reporter, the print button on the toolbar and the print
command in the File menu are disabled.
Filtering Report Data
Reports that contain production data (as opposed to
configuration data) can be filtered by running the report
and then selecting Tools/Filter Active Report by Date.
You will be prompted for a start and end dates.
Exporting the Matrix Database
The internal Matrix database can be exported to an
electronic file by clicking Tools/Database Utilities/
Export Database. You will be prompted for a file name
that by default will have an .sql extension. See F
Saving the file to the hard disk is recommended. If you
need to transfer the file elsewhere via floppy disk or
other means, save the file to the hard disk first and then
copy the file to the intended destination.
F
IG. 61
IG. 61.
Matrix Database Import and Export
The ability to import and export the Matrix database
allows end users to periodically backup their database,
something that becomes critically important in the event
of a hard disk failure. Graco recommends the database
be backed up (exported to a file) after each system configuration change. This file represents a “snapshot” of
the system’s configuration (including production data
such as tank level readings) at that point in time. In the
event of a PC problem, such as a hard disk failure, the
system can be restored by replacing the failed hardware, reloading the Matrix application software, and
importing the last saved backup database file. This
restores the system to the last saved snapshot.
While Matrix Reporter is available on all Matrix PCs,
Graco recommends using the database import and
export features in Matrix Reporter on the Matrix Server
PC, rather than a Matrix Client PC.
This export process saves all Matrix data, both configuration and production data, to the file. Graco recommends this export process be done, at minimum, any
time the system configuration is changed—a meter’s
configuration is changed, a new meter is added, a new
user is added, etc. If the PC has a hard disk failure or
becomes otherwise unusable, the Matrix application
software can be reloaded and the last saved database
file can be imported to recover from the event—see
Importing a Matrix Database File for details. Graco
recommends the backup database file be stored somewhere other than the Matrix PC’s hard disk—such as on
a network drive, on a CD or DVD, or on an external
drive.
This database export process can be done at any time
without interfering with normal operation of the Matrix
system.
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Matrix Reporter
Importing a Matrix Database File
Matrix can import database files created by the export
routine described in Exporting the Matrix Database in
this manual.
The primary purpose of importing a Matrix database file
is to allow recovery from a catastrophic PC hardware or
software event, such as a hard disk failure or reinstallation of Windows. It is a process that should not be taken
lightly. If the import process is not done correctly, Matrix
may malfunction or could fail completely and require a
manual reconfiguration of the entire system, including
reprogramming of all tank level monitors. Read and
understand the database import process and its ramifications before importing a database file.
When a database file is imported, the contents of the file
completely replace all elements of data that the Matrix
system has. This includes system configuration and production data.
Configuration data. Configuration data is all the system setup parameters, such as system, user, tank level
monitor, and e-mail event parameters.
Production data. Production data is all data that Matrix
generates as part of normal system operation, such as
tank level reporting history.
Since the database file’s contents replace the corresponding settings and data in Matrix, any configuration
changes made and production data generated since the
file’s creation will be lost.
If there are differences between, for example, tank level
monitor parameters in the database file and the actual
programmed parameters in the tank level monitor itself,
the resulting system behavior is unpredictable. The tank
level monitors will have to be reprogrammed to ensure
the PC and tank level monitors are match exactly.
Therefore, export the database to a backup file whenever the system configuration is changed.
Follow the instructions carefully when importing a database file. If this process is not done cor-
rectly, Matrix may malfunction or could fail
completely and require a manual reconfiguration of
the entire system, including reprogramming of all
meters and tank level monitors.
The database file being imported must have been created by the Matrix system you are using. If you’re
upgrading from an older version of Matrix PC software
to this version, you must contact your authorized Graco
distributor for assistance.
The contents of the database file being imported will
completely replace all elements of data that the existing
system has. This includes system configuration and production data.
The import process is not reversible, meaning that you
can’t “undo” the import. However, there are precautions
that you can take to recover an previous database following an import (see step 3 of the import instructions
below).
Database file import instructions
1. The import must be done when the Matrix system is
idle. Do not attempt to dispense fluid with the Matrix
system while doing an import.
2. The database file being imported must have been
created by the same version of Matrix it’s being
imported into. For example, if you’ve recently
upgraded to a new version of Matrix, you cannot
import backup database files created by the old version.
3. While not a mandatory step, Graco recommends
exporting the existing database to a file before
importing the new one. If the import process should
not work in any way, this provides a means of getting back to where you started (the database file
saved as a precaution in this step could be recovered).
4. Close all Matrix windows.
5. Open Matrix Reporter by clicking on Start/All Pro-
gram/Graco/Matrix and selecting Matrix Reporter.
6. In Matrix Reporter, click on Tools/Database Utili-
ties/Import Database. You will be prompted for a
file name. Navigate to the directory in which the
database file resides and select it.
7. Matrix will import the contents of the file.
8. When the import is complete, close Matrix Reporter.
9. Reboot the computer.
10. The Matrix system administrator should review all
system configuration settings and verify they are
correct. If there is any doubt whether the settings in
the Matrix PC software are in synch with those programmed into the tank level monitors, reprogram
these devices to make sure the settings are synchronized. Differences between the settings for
these devices in the PC software and the way they
are programmed will cause unpredictable system
behavior.
34 309504E
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Troubleshooting
Problem Cause Solution
Troubleshooting
Cannot access System
Administration screens.
The information in the different screens does not
update.
Matrix email does not
arrive at destination.
See Troubleshooting Section of the Readme file located on the Matrix Installation disk and Software Installation
Troubleshooting on page 15 for more detailed software troubleshooting information.
Incorrect user name or password. Ensure you are using the correct user
name and password. Contact Graco
Customer Support Team if a new password must be generated to access your
Matrix system.
Java Plugin settings may be incorrect. Make sure “Enable Caching” box is not
checked. Make sure “Check for new
version of stored pages” is checked in
IE.
A variety of issues may prevent delivery of email.
Review procedures in this manual to
ensure correct settings. If necessary
contact your IS representative.
309504E 35
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Graco Standard Warranty
Graco warrants all equipment manufactured by Graco and bearing its name to be free from defects in material and workmanship
on the date of sale to the original purchaser for use. With the exception of any special, extended, or limited warranty published by
Graco, Graco will, for a period of twenty-four months from the date of sale, repair or replace any part of the equipment determined
by Graco to be defective. This warranty applies only when the equipment is installed, operated and maintained in accordance with
Graco's written recommendations.
This warranty does not cover, and Graco shall not be liable for general wear and tear, or any malfunction, damage or wear caused
by faulty installation, misapplication, abrasion, corrosion, inadequate or improper maintenance, negligence, accident, tampering,
or substitution of non-Graco component parts. Nor shall Graco be liable for malfunction, damage or wear caused by the
incompatibility of Graco equipment with structures, accessories, equipment or materials not supplied by Graco, or the improper
design, manufacture, installation, operation or maintenance of structures, accessories, equipment or materials not supplied by
Graco.
This warranty is conditioned upon the prepaid return of the equipment claimed to be defective to an authorized Graco distributor for
verification of the claimed defect. If the claimed defect is verified, Graco will repair or replace free of charge any defective parts.
The equipment will be returned to the original purchaser transportation prepaid. If inspection of the equipment does not disclose
any defect in material or workmanship, repairs will be made at a reasonable charge, which charges may include the costs of parts,
labor, and transportation.
THIS WARRANTY IS EXCLUSIVE, AND IS IN LIEU OF ANY OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT
NOT LIMITED TO WARRANTY OF MERCHANTABILITY OR WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE.
Graco's sole obligation and buyer's sole remedy for any breach of warranty shall be as set forth above. The buyer agrees that no
other remedy (including, but not limited to, incidental or consequential damages for lost profits, lost sales, injury to person or
property, or any other incidental or consequential loss) shall be available. Any action for breach of warranty must be brought within
two (2) years of the date of sale.
Graco makes no warranty, and disclaims all implied warranties of merchantability and fitness for a particular purpose in connection
with accessories, equipment, materials or components sold but not manufactured by Graco. These items sold, but not
manufactured by Graco (such as electric motors, switches, hose, etc.), are subject to the warranty, if any, of their manufacturer.
Graco will provide purchaser with reasonable assistance in making any claim for breach of these warranties.
In no event will Graco be liable for indirect, incidental, special or consequential damages resulting from Graco supplying equipment
hereunder, or the furnishing, performance, or use of any products or other goods sold hereto, whether due to a breach of contract,
breach of warranty, the negligence of Graco, or otherwise.
FOR GRACO CANADA CUSTOMERS
The parties acknowledge that they have required that the present document, as well as all documents, notices and legal
proceedings entered into, given or instituted pursuant hereto or relating directly or indirectly hereto, be drawn up in English. Les
parties reconnaissent avoir convenu que la rédaction du présente document sera en Anglais, ainsi que tous documents, avis et
procédures judiciaires exécutés, donnés ou intentés à la suite de ou en rapport, directement ou indirectement, avec les
procedures concernées.
Graco Phone Numbers
TO PLACE AN ORDER, contact your Graco distributor, or call to identify the nearest distributor.
Phone: 612-623-6928 or Toll Free 1-800-533-9655, Fax 612-378-3590
All written and visual data contained in this document reflects the latest product information available at the time of publication.
GRACO INC. AND SUBSIDIARIES • P.O. BOX 1441 • MINNEAPOLIS MN 55440-1441 • USA
Copyright 2003, Graco Inc. All Graco manufacturing locations are registered to ISO 9001.
Graco reserves the right to make changes at any time without notice.
For patent information, see www.graco.com/patents.
Original instructions. This manual contains English. MM 309504
Graco Headquarters: Minneapolis
International Offices: Belgium, China, Japan, Korea
www.graco.com
Revised July 2012
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