Graco 312353B User Manual

Instruction Manual

Full Line Software with Reynolds & Reynolds Certified Interface

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

312353B

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

Contents

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

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

PC Hardware Requirements . . . . . . . . . . . . . . 3

PC Software Requirements . . . . . . . . . . . . . . . 4

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

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

Windows XP Security . . . . . . . . . . . . . . . . . . . . . 7

Installation Instructions . . . . . . . . . . . . . . . . . . . . . 8

Stand Alone Configuration . . . . . . . . . . . . . . . . . 8

Networked Configurations . . . . . . . . . . . . . . . . . . 8

Browser Configuration . . . . . . . . . . . . . . . . . . . . . 9

Setup Path 1- Typical (Matrix Server and Client) 9

HASP Key Driver Setup Program . . . . . . . . . 12

Matrix Server and Client Shortcuts . . . . . . . . 13

Setup Path 2 - Matrix Client Only. . . . . . . . . . . . 13

Matrix Client Only Shortcuts . . . . . . . . . . . . . 16

Sun Java Runtime . . . . . . . . . . . . . . . . . . . . . . . 17

Clock and Time Zone Settings . . . . . . . . . . . 18

MatrixLogs Folder . . . . . . . . . . . . . . . . . . . . . . . 18

How to Turn Off Hibernation

Mode in Windows XP . . . . . . . . . . . . . . . . . . 19

Software Installation Troubleshooting . . . . . . . . 21

Uninstalling Matrix on Windows XP . . . . . . . . . 24

Operator Screens . . . . . . . . . . . . . . . . . . . . . . . . . 25

Meter Dispense Information . . . . . . . . . . . . . . . 25

Tank Level Information . . . . . . . . . . . . . . . . . . . 26

Battery Level Information . . . . . . . . . . . . . . . . . 27

Entering Work Orders . . . . . . . . . . . . . . . . . . . . 27

Work Orders and the Matrix/R & R Interface . 28

Work Order Pop-up Windows . . . . . . . . . . . . 30

System Administrator Screens . . . . . . . . . . . . . . 32

Matrix System Setup . . . . . . . . . . . . . . . . . . . . . 32

System Configuration . . . . . . . . . . . . . . . . . . . . 33

Security Level (Global Setting) . . . . . . . . . . . 33

System Emergency Code . . . . . . . . . . . . . . . 33

Unit of Measure (English or Metric) . . . . . . . . 34

Edit Contact Information. . . . . . . . . . . . . . . . . 34

Transceiver Setup . . . . . . . . . . . . . . . . . . . . . . . 35

Transceiver Power-up . . . . . . . . . . . . . . . . . . 35

Confirm PC/Transceiver Communication. . . . 35

Matrix Client PC Setup . . . . . . . . . . . . . . . . . . . 36

Add a Client PC to the Matrix System . . . . . . 37

System User Setup . . . . . . . . . . . . . . . . . . . . . . 38

Adding a New User . . . . . . . . . . . . . . . . . . . . . . 38

Modify User Profile. . . . . . . . . . . . . . . . . . . . . 38

Changing User Information. . . . . . . . . . . . . . . 39

Removing a User . . . . . . . . . . . . . . . . . . . . . 39

Tank Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Customized Fluid Setup . . . . . . . . . . . . . . . . 39

Adding a New Tank using a TLM . . . . . . . . . 40

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Tank Shape Screen . . . . . . . . . . . . . . . . . . . . 41

Manual Tank Adjustment . . . . . . . . . . . . . . . . . . 42

Removing a Tank . . . . . . . . . . . . . . . . . . . . . . . . 42

Programming the Tank Level Monitor . . . . . . . . 43

Meter Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Adding a Meter . . . . . . . . . . . . . . . . . . . . . . . 45

Modifying Meter Information . . . . . . . . . . . . . 45

Removing a Meter . . . . . . . . . . . . . . . . . . . . . 47

Meter Programming . . . . . . . . . . . . . . . . . . . . 47

E-Mail Setup . . . . . . . . . . . . . . . . . . . . . . . . . . 49

E-mail Configuration . . . . . . . . . . . . . . . . . . . 49

Adding an E-Mail Event . . . . . . . . . . . . . . . . . 50

Removing an E-Mail Event . . . . . . . . . . . . . . 50

R&R Interface . . . . . . . . . . . . . . . . . . . . . . . . . 51

Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Dealer Management System (DMS) . . . . . . . 53

Fluids Configuration . . . . . . . . . . . . . . . . . . . . 55

Unit and Menu Pricing - Parts . . . . . . . . . . . . 55

Unit and Menu Pricing - Gas, Oil,

Grease (GOG) . . . . . . . . . . . . . . . . . . . . . . . . 60

Menu Pricing . . . . . . . . . . . . . . . . . . . . . . . . . 61

Non-Fluid Parts . . . . . . . . . . . . . . . . . . . . . . . . . 64

Return to Operating Screens . . . . . . . . . . . . . . 65

Matrix Reporter . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Production Data . . . . . . . . . . . . . . . . . . . . . . . . . 66

Starting Matrix Reporter . . . . . . . . . . . . . . . . 66

Creating a Report . . . . . . . . . . . . . . . . . . . . . 66

Saving Report Data to File . . . . . . . . . . . . . . 67

Printing Report Data . . . . . . . . . . . . . . . . . . . 67

Filtering Report Data . . . . . . . . . . . . . . . . . . . 67

Matrix Database Import and Export . . . . . . . . 67

Exporting the Matrix Database . . . . . . . . . . . 67

Importing a Matrix Database File . . . . . . . . . . 68

Database File Import Instructions . . . . . . . . . 68

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Appendix A - Matrix Network and Port Settings . 71

Edit Matrix Server Network Settings. . . . . . . . . . 71

Edit Matrix Client Network Settings . . . . . . . . . 72

Graco Standard Warranty . . . . . . . . . . . . . . . . . . . 74

Graco Phone Numbers . . . . . . . . . . . . . . . . . . . . . 74

System Requirements

Matrix PC hardware requirements differ somewhat, depending on how the system is configured. The system might consist of a single PC, as previous versions of Matrix were limited to, or it might consist of multiple PCs. In the multiple-PC configuration, one PC is designated to be the Matrix Server; all the rest are Matrix Clients. The Matrix Server must support the Matrix-related activities of all the clients, and thus has a higher threshold of minimum hardware 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.

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.

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

• one available RS232 port

• one available USB 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.

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 meters and 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 meters and tank level monitors.

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:

The same requirements as for the standalone PC,

except:

• 3.8 MHz Pentium 4 (or equivalent) processor

•1 GB RAM

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.

312353B 3

System Requirements

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). Each model comes with a 3.3 foot (1 meter) cable.

Uninterruptible Power Supply

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.

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.

Sound Card

If the Parts Room Authorization feature of Matrix is used, Matrix will generate an audible alert whenever parts room authorization is received. A sound card in the standalone Matrix PC or Matrix Server will allow this to be heard by authorizing personnel.

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.

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

IG. 2 was added manually, not by

IG. 1, if you select

IG. 2

4 312353B

IG. 1

System Requirements

FIG. 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.

IG. 2

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

IG. 3 shows an example of the Google toolbar;

others are very similar.

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:

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

IG. 1). Choose Turn O f f Po p-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 (F

IG. 4).

312353B 5

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

IG. 5

System Requirements

Note the button in the middle of the Google toolbar that shows 31 blocked; this is a count of how many pop-ups the Google toolbar has stopped from appearing. Click 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.

Software Firewalls

Special Considerations for Firewalls

Summary: Any firewalls in use must allow TCP traffic on ports 8080, 8083, 8084 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

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 8083 - Matrix/R & R link Port 8084 - 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

IG. 5

6 312353B

PC must be either configured to allow traffic over these ports or turned off altogether.

System Requirements

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

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

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

Windows XP Security

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

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

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

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

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

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

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

312353B 7

Installation Instructions

IMPORTANT!

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

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

Software Installation & Networking

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

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

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

Stand Alone Configuration

This configuration (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 with R & R Approved Interface can be networked in the two configurations shown in F

IG. 7 and FIG. 8. In FIG. 7, the server and primary client

are shown as one PC. In F client are shown as separate pieces of hardware.

FIG. 7 Server and Primary Client as One PC

Matrix Server &

Matrix

Transceiver

Client Type: Shop

IG. 8, the server and primary

Client Type: Primary

IG. 6 Stand Alone Configuration

Follow setup path 1 beginning on page 9.

Client Type: ShopClient Type: ShopClient Type: Sho

IG. 8 Server and Primary Client Separate

Client Type: Sho

Follow setup path 1, beginning on page 9, on the PC designated as the Matrix Server and setup path 2, beginning on page 13, 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 (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 (F

IG. 10).

IG. 9).

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

FIG. 11 Internet Page Settings

3. Select the Content tab and click the AutoComplete Button. Clear the check marks from all the boxes.

Click the Clear Forms Button and select Yes to any pop-up screens. Click the Clear Passwords

Button and select Yes to any pop-up screens. Click OK.

Click OK to close the Internet Options dialog box.

IG. 11).

IG. 10 Internet Options General

Setup Path 1- Typical (Matrix Server and Client)

FIG. 12 through FIG. 25.

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.

312353B 9

Installation Instructions

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

IG. 12. Click Next.

IG. 12 Setup Path 1 - InstallShield Wizard

5. Review the End User License Agreement (FIG. 13). If acceptable, select “I accept…” and click Next.

6. The default setup type is shown selected: Typical (Matrix Server & Client) (F

IG. 14). Chose this setup

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

FIG. 14 Setup Path 1 - Choose Setup Type

7. Note firewall configuration settings that may need to be changed for Matrix to function (F

IG. 15). Click

Next.

IG. 15 Setup Path 1 - Firewalls

IG. 13 Setup Path 1 - License Agreement

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Installation Instructions

8. 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.

IG. 16 Setup Path 1 - Firewall Question

9. 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 (F

IG. 17). Click Next.

10. Setup is ready to install Matrix application files (F

19). Click Install.

FIG. 19 Setup Path 1 - Ready to Install

IG.

IG. 17 Setup Path 1 - Pop-up Blockers

IG. 20 Setup Path 1 - Install Complete

IG. 18 HASP USP Security Key Install Screen

312353B 11

Installation Instructions

11. Matrix software installation is almost complete. Before restarting your computer, the software drivers for the HASP key need to be installed and several configuration settings need to be checked and/or set. Select “No, I will restart my computer later”. Click Finish.

FIG. 21

HASP Key Driver Setup Program

FIG. 22 HASP Setup Welcome Screen

12. Install the HASP key driver (see HASP Key Driver Setup Program section (below).

13. Review the Sun Java Runtime section on page 17.

14. Confirm that Windows on the Matrix Server PC is not configured to hibernate after a period of inactivity (page 19).

15. Shut down the PC.

16. Plug the HASP key into an available USB port. Since the key must be plugged in at all times for Matrix to function properly, it is recommended that a port out of the way (such as on the back of the machine) be selected.

17. Restart the computer.

IG. 23 HASP License Agreement

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IG. 24 HASP Driver Files

Installation Instructions

• 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.

• Edit Matrix 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 settings will not need to be edited.See Appendix A, page 71 and Matrix Client PC Setup, page 36 for details.

• Edit Matrix 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. See Appendix A, page 71 and Matrix Client PC Setup, page 36 for details.

• End user license agreement (EULA).

IG. 25 HASP Setup Complete

Matrix Server and Client Shortcuts

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 meters, tank level monitors, database storage of dispense data and system configuration and generates system warnings and e-mails. Matrix Server must be running at all times.

• Install HASP Drivers - this is a shortcut to the setup program for the software drivers required for Matrix and Windows XP to communicate with the HASP key. This needs to be run one time only, immediately after installing Matrix software.

In Start / All Programs / Startup:

• Matrix Server

• Matrix Client

On the Windows Desktop:

• Matrix Client

Setup Path 2 - Matrix Client Only

FIG. 26 through FIG. 34.

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.

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

312353B 13

IG. 26).

Installation Instructions

FIG. 28 Setup Path 2 - Choose Setup Type

7. Note firewall configuration settings that may need to be changed for Matrix to function (F

IG. 29). Click

Next.

IG. 26 Setup Path 1 - InstallShield Wizard

5. Review the End User License Agreement (F

IG. 27).

If acceptable, select “I accept…” and click Next.

IG. 27 Setup Path 2 - License Agreement

6. The setup type shown selected is Matrix Client Only (F

IG. 28), used for all machines except the

Matrix Server in multiple-PC Matrix systems. Click

Next.

IG. 29 Setup Path 2 - Firewall Information

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

IG. 30 appears. Choose Yes or No to

continue.

IG. 30 Setup Path 2 - Firewall Question

14 312353B

Installation Instructions

9. 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 (F

IG.

31). Click Next.

IG. 31 Setup Path 2 - Pop-up Blockers

10. .Setup is ready to install Matrix application files (F

IG.

32). Click Install.

11. Transfer of application files from the setup program to the hard disk is complete (F

IG. 33). Click Finish.

FIG. 33 Setup Path 2 - Install Complete

12. Matrix software installation is complete, however, there are several configuration settings to check and/or set. Select “No, I will restart my computer later” (F

IG. 34). Click Finish.

IG. 32 Setup Path 2 - Ready to Install

IG. 34 Setup Path 2 - Setup Complete

13. Review the Sun Java Runtime section on page 17. Confirm the settings related to the Java Plugin are OK on this machine.

14. Follow the instructions for configuring the client PC to communicate with the Matrix Server in the Matrix Client PC Setup beginning on page 36.

15. Reboot the PC when complete.

312353B 15

Installation Instructions

Matrix Client Only Shortcuts

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.

• End user license agreement (EULA).

In Start / All Programs / Startup:

• Matrix Server

• Matrix Client

On the Windows Desktop:

• Matrix Client

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Installation Instructions

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 recom- mends the following Java Plug-in configuration changes:

The Sun Java Plug-in must be configured to function with the Internet Explorer browser. Graco recommends that the Plug-in be configured to not cache Java applets. Depending on what version of the Java Plug-in is installed on the PC, the configuration pages for it will differ. In any case, to access the Java Plug-in Control Panel, navigate to the Windows Control Panel and double-click the Java (Coffee Cup) Icon.

The older Plug-in looks like F

IG. 35.

The newer Plug-in looks like F

IG. 36.

FIG. 36

• Configure the Plug-in for use with Internet Explorer. Ensure that the checkbox next to “Microsoft Internet Explorer” is checked.

The older Java Plug-in looks like F

IG. 37.

IG. 35

IG. 37

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Installation Instructions

The newer Java Plug-in looks like F

IG. 38

• Configure the Plug-in to not cache Java applets.

The older Plug-in looks like F

IG. 38.

IG. 39.

The newer Plug-in looks like F

On the General tab, click the Settings Button in the Temporary Internet Files section. In the corresponding popup, ensure that the checkbox is labeled “Keep temporary files on my computer” is NOT checked.

FIG. 40

See Software Installation Troubleshooting on page if the Java applets do not display properly.

IG. 40.

IG. 39

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.

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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Installation Instructions

How to Turn Off Hibernation Mode in Windows XP

Ensure that Windows XP is not configured to hibernate after a period of inactivity. If it hibernates, all meters and tank level monitors in the system will expire a loss of RF signal.

1. Right-click on the Desktop and choose Properties.

IG. 41

2. You should see a Properties window.

3. Choose the Screen Saver tab.

FIG. 43

4. Click on the Power Button.

IG. 44

IG. 42

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5. Click Hibernate Tab.

IG. 45

Installation Instructions

6. Turn off hibernation by clearing (unchecking) the Enable hibernation check box. Click Apply and OK to close all windows.

IG. 46

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Software Installation Troubleshooting

Problem Cause/Solution

Software Installation Troubleshooting

When Matrix is launched, I see a progress bar for a short period of time, but the browser window showing the Matrix application never appears.

At a client PC, when the Matrix Client is launched a progress bar appears for a long time, finally disappears, but not Matrix screens appear.

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.

A client PC cannot make a network connection to the Matrix Server. There are numerous possible reasons for this, but the most common are:

• the host name or address of the Matrix Server as configured at the client PC, is not correct.

• the Matrix Server has a firewall blocking port 8080.

• the client isn’t connected properly to the network.

• the network is down.

. If this is happening at a Matrix Client, the

At a client PC, when the Matrix Client is launched, the Matrix screens appear but the dispense history screen (or tank level, battery level or work order screen) shows a large red rectangle that says something about the database not being available.

At a client PC, the dispense history and tank level screens appear OK but I cannot access the setup screens.

When Matrix is launched, I get an error that says a connection could not be made to the Matrix server.

This is usually a firewall on the Matrix Server blocking port 3306. Matrix client PCs need access to two ports on the Matrix Server, 8080 and 3306.

If the PC is designed as a Matrix shop client, this is by design. If the PC is a primary client, make sure the name or address used in the PC client table on the System Configuration page in the Matrix setup screens (check this on the Matrix Server) matches exactly with the name/address given for the client in Start / All Programs / Graco / Matrix / Edit Matrix Client Network Settings.

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.

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Software Installation Troubleshooting

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 meter dispense 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?

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.

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 meter dispense 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

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).

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.”

I keep getting a popup window that says “USB security key not found on Matrix server! Matrix/R & R interface is disabled.” What’s going on?

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.

The HASP security key shipped with this version of Matrix must be plugged into a USB port on the Matrix Server at all times, even if the Matrix/R & R interface is disabled. This message will appear when the Matrix Server software cannot detect the presence of the key. The key could be unplugged. The software drivers for the key may not have been installed; if this is the case, while logged in with Windows administrative rights, navigate to Start/All Programs/Graco/Matrix and choose Install HASP Drivers. Graco recommends the key be plugged into a USB port on the Matrix Server itself, as opposed to being plugged into a USB hub that is in turn plugged into the Server

Make sure you reboot the Matrix Server after installing the HASP driver software.

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Software Installation Troubleshooting

When I enter a work order at a meter, I get a “WO REJECTED” message, even though I know the work order exists in the DMS and is open. Why?

When a work order is sent to the PC from a meter, the PC must validate the work order with the R & R DMS. If, for any reason, the work order cannot be validated (the work order is closed, it has a status that doesn’t allow the addition of charges, the network between Matrix and the DMS is down, etc.), the PC returns this message to the meter. You could try adding the work order at the PC for better detail on why the work order isn’t being validated.

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