Graco 309504E User Manual

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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
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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.
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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.
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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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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.
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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
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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.
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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.
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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
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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
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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
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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.
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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.
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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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