Liquid Controls EZConnect Office User Manual

FleetConnect
Fleet Fueling System
TM
Ofce
Setup and Operation
Liquid ControLs Group
An IDEX Fluid & Metering Business
Installation: EM200-15
TABLE OF CONTENTS
INTRODUCTION
OPERATION
Software License Agreement .................................. 3
FleetConnect Ofce Software Overview .................. 4
FleetConnect Refueling System Overview .............. 5
FleetConnect System Components ........................ 6
FleetConnect System Data Flow ............................ 10
SETUP
FleetConnect System Setup Overview .................. 12
Software Install ........................................................ 13
FleetConnect Ofce Software Setup ....................... 15
Field Setup .............................................................. 22
OPERATION
FleetConnect Ofce Software Overview ................. 23
FCRead ................................................................... 24
FCEdit - Database Tab ............................................ 25
FCEdit - File Tabs .................................................... 27
Add Record .....................................................................27
Delete Record .................................................................28
Edit Record .....................................................................28
Button Tab ............................................................... 29
Customer Tab .......................................................... 29
Fueler Tab ............................................................... 30
Product Tab ............................................................. 30
SysDefs Tab ............................................................ 31
Truck Tab ................................................................. 32
Vehicle Tab .............................................................. 33
BILL OF MATERIALS
Bill of Materials ........................................................ 34
APPENDIX
Data Files Overview ................................................ 35
Button File ............................................................... 35
Customer File .......................................................... 35
Fueler File ............................................................... 36
Product File ............................................................. 36
System Denition File ............................................. 37
Truck File ................................................................. 38
Vehicle File .............................................................. 38
CompTran.txt ........................................................... 39
CompTran.xml ......................................................... 41
! WARNING
• Before using this product, read and understand the instructions.
• Save these instructions for future reference.
• All work must be performed by qualied personnel trained in the proper application, installation, and maintenance of equipment and/or systems in accordance with all applicable codes and ordinances.
• Failure to follow the instructions set forth in this publication could result in property damage, personal injury, or death from re and/or explosion, or other hazards that may be associated with this type of equipment.
SOFTWARE LICENSE AGREEMENT
Read this license carefully. You agree that by using the eldized software package, you have
agreed to the software license terms and conditions. This agreement constitutes complete and
entire agreement between you and Liquid Controls with respect to this product.
1. Liquid Controls hereby grants to Licensee a nonexclusive license to use DMS Menu, LCP File Server, FleetConnect Ofce, and LCR Host Software (hereinafter referred to as
“Licensed Software”)
2. Under the License granted herein, Licensee may use the eldized machine readable (executable code) copy of the Software, including any subsequent updates which may be provided. Licensee shall not, without Liquid Controls’ prior written consent, (a) rent, lease, lend, sublease or otherwise transfer the materials hereunder; (b) remove or
obscure proprietary or copyright notices which may be set
forth on the Licensed Software; or (c) alter, decompile, or
disassemble the program.
3. One (1) copy of the Licensed Software, including any
software distributed on disks may be made for backup purposes only. No other copies may be made or used
without the written consent of Liquid Controls.
4. Title. No title to ownership of any Licensed Software is transferred to the Licensee.
5. Upgrades. License upgrades may become available for
the Licensed Software. Any cost associated with such
upgrades will solely be determined by Liquid Controls.
6. Warranty. Liquid Controls makes and licensee receives
no warranty express or implied and there are expressly
excluded all warranties of merchantability and tness for
a particular purpose.
8. Termination. Liquid Controls may terminate this software license granted hereunder and require return of the
Licensed Software if Licensee fails to comply with these license terms and conditions.
9. Licensee acknowledges that it has read this agreement, understands it, and agrees to be bound by its terms, and further agrees that this is the complete and exclusive statement of the agreement between Liquid Controls and Licensee, which supersedes and merges all prior proposals, understandings, and all other agreements, oral or written, between the parties relating to this agreement. This agreement may not be modied or altered except by
written instrument duly executed by both parties.
10. This Agreement and performance hereunder shall be construed and interpreted under the laws of the State of Illinois.
11. If any provision of this agreement is invalid under any applicable statute or rule of law, it is to that extent to be
deemed omitted.
12. Licensee may not assign or sublicense, without the prior written consent of Liquid Controls, its rights, duties, or
obligations under this Agreement to any person or entity in whole or in part.
13. The waiver or failure of Liquid Controls to exercise in any respect any right provided herein shall not be deemed a waiver of any further right hereunder.
7. Limitation of Liability. Licensee shall have the sole responsibility for adequate protection and backup of
its data in connection with the Licensed Software. In
no event shall Liquid Controls be liable for (a) special, indirect or consequential damages; (b) any damages whatsoever resulting from loss of use, data, or prots, product, inaccurate input or work delays, or any direct
property damage arising out of or in connection with this agreement or the use or performance of the Licensed Software.
Publication Updates and Translations
The most current English versions of all Liquid Controls publications are available on our web site, www.lcmeter.com. It is the responsibility of the local distributor to provide the most current version of LC manuals, instructions, and specication sheets in the required language of the country, or the language of the end user to which the products are shipping. If there are questions about the language of any LC manuals, instructions, or specication sheets, please contact your local distributor.
INTRODUCTION
Purpose
The purpose of this document is to instruct Liquid Controls customer in the installation, setup, and operation of FleetConnect ofce software.
FleetConnect Ofce Software Overview
The FleetConnect Ofce CD-ROM contains four executable programs, FCRead.exe, FCEdit.exe, FCLoad.exe and Ofceuser.exe, plus a folder titled “iButton”. If your are using FleetConnect Ofce on multiple computers, one copy of FleetConnect Ofce is required for each computer.
FLEETCONNECT READ - FCREAD.EXE
FleetConnect Read is an executable program that
converts .trn les (transaction les created by the DMS i1000s from deliveries in the eld) into ASCII text les.
An FCRead shortcut icon can be automatically installed on your desktop during installation. Double-click the shortcut icon to launch the executable.
FLEETCONNECT EDIT - FCEDIT.EXE
FleetConnect Edit is the graphical user interface of
FleetConnect Ofce. With FCEdit.exe, users can map buttons, enter or edit operational data, congure print tickets, validate any changes made in the eld, change settings, and convert .502 into .csv les (and vice versa).
An FCEdit shortcut icon can be automatically installed on your desktop during installation. Double-click the shortcut icon to launch the executable.
FleetConnect Ofce
FCRead.exe
FLEETCONNECT LOAD - FCLOAD.EXE
A command line based application that can be used to
convert ASCII text les to .502 and .slf les used by the
DMS i1000 FleetConnect application.
OFFICE USER RIGHTS - OFFICEUSER.EXE
The Ofce User Rights tool is an optional application used to setup user level security access to the FCEdit
application.
iBUTTON (FOLDER)
The iButton folder contains the drivers and software
necessary for the USB Button Reader. They are
activated and installed automatically with the FleetConnect Ofce software.
FCEdit.exe
OfceUser.exe
INTRODUCTION
FleetConnect Refueling System Overview
FleetConnect is a Liquid Control’s in-cab fuel delivery and data collection application for the DMS i1000 that spans from the point of delivery to the ofce PC. FleetConnect is specially designed for businesses who have or fuel customers with large eets of vehicles and equipment or fuel their own eet. Like other Liquid Control’s data management applications, FleetConnect runs in conjunction with owmeters equipped with the LectroCount electronic
registers.
The main functions of a FleetConnect System include:
• Account management
• Operational data management
• Delivery data tracking
• Data entry interface
• File conversions
• Security settings for fueling access and system conguration
• Print ticket conguration
• Customer equipment identication
• Delivery start and stop
COMPONENTS
There are ve main components unique to a FleetConnect System: DMS i1000 FleetConnect (DMS i1000 software), FleetConnect Ofce (ofce PC software), the EZConnect button reader, the USB RFID button reader and the RFID buttons (stainless steel buttons with a unique identication number that can be read by a button reader).
SETUP
During setup, each vehicle (or piece of equipment) to be fueled is assigned a RFID button number. The vehicle information (name, fuel type, etc.) and the RFID button number are saved together in the FleetConnect database (in this manual this is referred to as mapping). The RFID buttons are then taken into the eld and fastened to their respective vehicles. DMS i1000 FleetConnect uses the RFID button numbers to identify vehicles before making a delivery.
DELIVERIES
To make deliveries, fuelers simply push the EZConnect button reader over the RFID button of the vehicle. The EZConnect button reader transmits the RFID button number to the DMS i1000. DMS i1000 FleetConnect receives the transmission from the EZConnect button reader and pulls the vehicle data programmed to the RFID button number. After FleetConnect conrms the identity of the vehicle, it opens the control valve on the appropriate meter system allowing the fueler to make the delivery. FleetConnect records the metrological data of the delivery and saves it in a record with the vehicle data. DMS i1000 FleetConnect transmits all of the transaction data compiled throughout the shift to the ofce PC via cell modem, RF transmission, or USB memory device.
OFFICE
In the ofce, FleetConnect Ofce converts the data received from each DMS i1000 into ASCII text les. ASCII text les can be easily transferred to third-party software. The FleetConnect database consists of operational data, like vehicle, customer, product and fueler data. FleetConnect ofce has a graphical user interface, FCEdit, for ofce computers where users can manage operational data, congure print tickets, and change system settings. FCEdit also allows users to verify or reject any changes made to the database by DMS i1000s in the eldsuch as new customers or vehiclesand send the changes, if veried, out to all other DMS i1000 units.
INTRODUCTION
FleetConnect System Components
METERING SYSTEM
Typically mounted to the back or side of a delivery vehicle, the metering system accurately measures, controls the ow, and preserves the purity of the product. A Liquid Controls metering system can include the meter, LCR electronic register, strainer, ETVC probe (temperature compensation), air eliminator, and control valve. In FleetConnect systems, the control valve is opened only when vehicles are identied by the EZConnect button reader as a safeguard against
misfuelings.
M-10 Meter with LectroCount LCR-II Electronic Register,
Optical Air Eliminator, Hi Capacity Strainer, and E-7 Valve.
LECTROCOUNT REGISTERS
LectroCount registers are Weights & Measures approved
electronic registers typically mounted on the meter.
LectroCount registers provide metrological data during
custody transfers and relay the data to the DMS i1000.
USB RFID BUTTON READER
The USB RFID Button Reader is a convenient tool
for identifying and mapping RFID buttons during FleetConnect setup. It plugs in to a USB port on your
ofce PC and reads RFID button numbers.
LectroCount Registers
USB RFID Button Reader
DMS i1000
and Lap Pad
INTRODUCTION
FleetConnect System Components
DMS I1000
The DMS i1000 is an in-cab computer with a heavy-
duty lap pad interface. The DMS i1000 runs multiple DMS i1000 software application programs designed
for specic types of fuel delivery companies. The
applications record operational and fueling data during custody transfers. The recorded data is transferred to
an ofce PC via a USB device, RF communication, or cellular transmission. Every DMS i1000 comes equipped with two support software programs, LCP File Server and LCR Host. LCP File Server is a le manager program for maintaining and managing les. LCR Host
is used to set up LectroCount register networks and calibrate the metering system.
EZConnect Button Reader
with RFID Button
EZCONNECT BUTTON READER AND RFID BUTTONS
The EZConnect button reader is a handheld device that reads the ID number of uniquely-numbered stainless steel buttons called RFID buttons. During setup, a vehicle le is created for every fuelable vehicle or piece of equipment that you fuel. Then, each vehicle le is then programmed with a RFID button number. Finally, the RFID buttons are physically attached to the vehicle
they represent in the FleetConnect database. Before fuel
deliveries, fuelers attach the EZConnect to a vehicle’s RFID button. A RF transceiver inside the EZConnect
transmits the ID number to the DMS i1000. DMS i1000
FleetConnect pulls the vehicle le with the RFID button number and records the delivery information together according to vehicle data.
PRINTER
The printer prints out a record of the delivery. The Epson
Roll Printer is ideal for the long tickets FleetConnect
prints at the end of driver shifts.
Epson Roll Printer
INTRODUCTION
FleetConnect System Components
DB MANAGER
DB Manager is used to setup and manage wireless communication between DMS i1000s in the trucks and
personal computers in your ofce. DB Manager contains
two programs LCPSetup.exe and DBManager.exe. The
rst program, LCPSetup.exe, aligns communication parameters and conducts testing to conrm wireless communication between the ofce PC and the DMS i1000. The second, DBManager.exe, species the DMS i1000s in the eld, sets the le paths to the ofce PC, sets a schedule to check for modied FleetConnect database les and sends those les to the DMS i1000s in the eld.
CELL MODEM
Cell modems enable long distance wireless data
transmissions between DMS i1000s in the eld and ofce PCs. Cell modems and service contracts are purchased separately from a cellular service provider.
DB Manager
RF TRANSCEIVERS
The RF transceivers are designed for short, line-of-sight wireless transmissions between DMS i1000s in the eld and the ofce PC.
USB FLASH MEMORY DEVICE
The USB Flash Memory Device is a data repository used
to transfer data between the DMS i1000 Module and the
ofce PC. A USB Flash Memory Device is included with
the purchase of a DMS i1000.
Cell Modem
RF Transceivers
USB Flash Memory Device
INTRODUCTION
INTRODUCTION
10
FleetConnect Data Flow
INTRODUCTION
DMS i1000 APPLICATIONS TO FLEETCONNECT OFFICE
(Begins at the bottom of the chart on page 10—DMS
i1000 FleetConnect—and ends at the middle top of the
diagram—FleetConnect Ofce.)
DMS i1000
After each delivery, the DMS i1000 compiles the metrological, transaction, customer, driver, and product data into transaction les (.trn). The transaction les are then sent to the ofce PC either wirelessly (RF or cellular), or they are downloaded to a USB memory device.
DATA TRANSMISSION (WIRELESS)
If the transaction les are sent wirelessly (RF or cellular)
using the Send Transactions to Ofce
command, DB Manager receives the transaction les (.trn) and noties FleetConnect Ofce that the les have been received. Transmissions can be setup to be sent automatically to the ofce
DATA TRANSMISSION (USB MEMORY DEVICE)
If the transaction les are sent via USB memory device, when a shift is nished, the fuelers download the transaction les created during their shift using the
Send Transactions to Ofce command and
return the USB device to the ofce after their shift.
FLEETCONNECT OFFICE SOFTWARE
FCRead converts the transaction les (.trn) into ASCII text or XML les. The les can then be absorbed into
third party software.
If the les are transferred via a USB memory device, they must be copied from the USB device and pasted into the C:/DMS folder. From there, FCRead can convert
them into text or XML les.
THIRD PARTY SOFTWARE
Third-party software imports the ASCII text les from FleetConnect Ofce for processing and report
generation. If any dispatch data is generated by the
third-party software, it can be converted into ASCII text les and imported into the FleetConnect database.
FLEETCONNECT OFFICE TO DMS i1000 APPLICATIONS
(Begins at the middle top of the chart on page 10—
FleetConnect Ofce—and ends at the bottom of the
diagram—DMS i1000 FleetConnect.)
FLEETCONNECT OFFICE
FCEdit converts the text les (and any conguration
changes made in third-party software) into .502 and .slf
database les.
DATA TRANSMISSION (WIRELESS)
DB Manager sends modied transaction les to the DMS i1000s wirelessly. By sending only modied “live” les, cellular service costs and transmission times are reduced. DBManager checks newly converted .502 and .slf database les against a set of “live” les. “Live” les are the most recent set of database les created by FleetConnect Ofce. If a new database le is created that differs from the “live” le, it means the le has been modied since the last data transmission from the DMS
i1000s.
DATA TRANSMISSION (USB MEMORY DEVICE)
Transferring data via USB memory devices requires the fuelers to bring the USB devices to the delivery truck at the beginning of their shift, plug the USB device into the DMS i1000, and load any new les onto the DMS
i1000 by using the Retrieve Database Updates
command. If the new .502 les have been copied to the USB memory devices in the ofce, they will simply rewrite the .502 les on the DMS i1000s when your
fuelers upload them.
DMS i1000
Modied .502 and .slf database les are loaded into the LCP File Server of a DMS i1000. If a USB memory device is being used, the Retrieve Database
Updates
les. RF and cellular transmissions can be setup to automatically load database les every time the DMS i1000 sends data (this applies to logging on, logging off, completing a delivery, and editing the database). Any changes made on the ofce PC and received by the DMS i1000 are applied to all subsequent deliveries.
command must be used to load the database
11
SETUP
FleetConnect Refueling System Setup Overview
There are three setup phases that must to be completed before your fuelers can begin delivering fuel with FleetConnect. The rst phase, software installation, includes installing the software on the CD-ROM, creating folders and le paths for data transfers, and conguring FleetConnect Ofce’s settings. In the second phase, you will create the FleetConnect database and save it into the FleetConnect database and map RFID buttons to your customers’ vehicle data. The third and nal phase is the eld setup. In this phase, a RFID button is attached to every vehicle or piece of equipment that you fuel and the FleetConnect database is loaded onto the DMS i1000s.
Complete the following installations and setup prior to installing FleetConnect Ofce Software:
• Install meter system
• LectroCount Register(s) Installation (EM100-10 or EM150-10)
• LectroCount Register(s) Setup (EM100-10 or EM150-11)
• DMS i1000 Installation (EM200-10)
• DMS i1000 Setup (EM200-11)
• DB Manager (EM200-21) wireless only
PHASE 1 - SOFTWARE INSTALLATION
1. Install Software
Install FleetConnect Ofce and USB RFID button reader
software on a designated ofce computer.
2. Establish Settings and Directories
Adjust FleetConnect Ofce settings and set le paths
for moving FleetConnect les on and off of your ofce computer. If needed, set up multiple databases.
PHASE 2 - FLEETCONNECT OFFICE SETUP
3. Populate Database Pull operational datasuch as customer and vehicle
datafrom existing company software and load data into
FleetConnect Ofce.
4. Print Stickers of Vehicle Directory Create stickers to help distribute buttons throughout the
eets. This is an optional step. It is very helpful for settting up eets with a large number of vehicles.
5. Map Buttons Read buttons with USB RFID button reader and assign
them to vehicles.
FleetConnect CD
FCRead.exe Properties
PHASE 3 - FIELD SETUP
6. Fasten RFID Buttons to Vehicles
Take the mapped RFID buttons into the eld and attach
them to the proper vehicle.
7. Transfer Data to DMS i1000s
Save FleetConnect database to USB memory device and
load onto the DMS i1000s.
12
ASCII Text File in Excel
SETUP
Phase #1 - Software Installation
1. INSTALL FLEETCONNECT OFFICE SOFTWARE
To install FleetConnect Ofce software and the drivers for the USB RFID button reader, insert the CD-ROM into
your computer. Installation should begin automatically.
Follow the FleetConnect Ofce installation wizard
directions until installation is complete. Then follow the
directions in the 1-Wire Drivers Version 4.02 Setup windows to install the drivers for the USB RFID button
reader.
To install FleetConnect Ofce software.
FleetConnect Ofce Select Components
1-Wire Drivers Version 4.02 Setup License Agreement
The following FleetConnect Ofce folders and les les will be loaded into the destination folder:
Documents (folder: FleetConnect documents)
iButton (folder: USB RFID button reader les/drivers)
FCRead.exe
1. Insert the FleetConnect Ofce CD-ROM
2. From the Welcome window, click Next.
2. From the Software License Agreement window, click Yes.
3. From the Choose Destination Location window,
perform one of the following options:
3a. Click Browse to select a custom destination location.
3b. Click Next to select the default destination location
C:\DMS.
4. From the Select Components window, check the box(es) according to your preferences for Install Application Icons on the Desktop (suggested) and
Autorun FleetConnect Ofce on startup?.
5. Click Next.
6. From the Start Copying Files window, click Next to
begin copying the FleetConnect Ofce les onto your
computer.
7. From the Setup Complete window, click Finish.
To install the drivers for the USB RFID button reader.
FCLoad.exe
FCEdit.exe
vcrditst x86.exe (Microsoft Visual C++ Redistributable Package)
HSSLF32.dll
IBFS32.dll
IBUSB32.dll
IS CustomDll.dll
LCLCP32.dll
LCLCPF32.dll
LCLib32.dll
SG502CD.isu (FleetConnect Uninstall Script)
install 1 wire drivers x86 v402.msi (USB RFID button reader install)
1. After installing FleetConnect Ofce, a License Agreement
window for 1-Wire Drivers Version 4.02 Setup will appear. Check the I accept the terms in the License Agreement. Click Install.
2. When installation is complete, click Finish.
If automatic launch fails, perform the following:
1. From the Taskbar, click Windows© Start menu. Then click Run.
2. From the Run window click Browse.
3. From the Browse window select the CD-ROM drive, select the SETUP.EXE le then click Open.
4. From the Run window click OK.
13
SETUP
2. ESTABLISH SETTINGS AND DIRECTORIES
After installing the software, you can adjust certain
FCRead settings and directories to best suit your operations.
File Conversion Format
Determines which le format FleetConnect Read will convert the transaction les into.
Edit Record Validation Setting
Sets FleetConnect’s Record Validation feature. Record Validation allows FleetConnect Ofce users to review changes made by DMS i1000s in the eld and delete, edit, or accept them into the FleetConnect database. The
save setting enables Record Validation. The delete setting disables Record Validation.
Converted Files Target Location
This setting determines where, on the computer, the converted les created by FCRead are placed.
To edit the FCRead settings and directories:
1. Right-click FleetConnect Read short-cut icon on your desktop, then click Properties.
2. From the FleetConnect Properties window in the Target text box type any of the additional functions to specify;
the title bar extension, the format of le conversions, the edit transaction processing feature, and location of the
FCRead executable. If no functions are added to the
target, the defaults will be activated.
2a. Determine the format of FCRead le conversions. The
xml setting will create an Excel le. The asr setting will create a le that is backward compatible to LC3 systems (contact factory for more information). The CompTran setting will create a text le. The default is CompTran.
/f:(XML, ASR, or CompTran)
2b. Activate or deactivate the edit record validation feature
(save or del). save saves database changes made by DMS i1000s and collects them for review in the edit record validation feature. del deletes all database
changes made by DMSi1000s. The default is delete. /e:save
2c. Determine the target location of converted les from
FCRead. The default is the destination target selected during software installation.
/t:C:\DMS
Example:
C:\DMS\FCRead.exe /f:xml /e:save
/t:C:\DMS
Right Click FCRead
Icon and Select Properties
FCRead Properties
Type in Settings and Directories Carefully
When typing in your settings and directories preferences make
sure to (a) put a space before the eld, (b) use a forward slash
rst, (c) use a lower case, (d) use a colon, and (e) enter the
setting or directory exactly as noted in this manual.
3. Click Apply, then OK.
In the example given, FCRead will convert les in the C:\DMS received from the DMS i1000 unit. The les will be
converted to xml les and placed back into the C:\DMS folder. Any database les (not transaction les) modied by the
DMS i1000 will be saved and available for FleetConnect Ofce users to review in the edit record validation feature.
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