Rosemount Manual: Rosemount TankMaster WinOpi Inventory Management Software Manuals & Guides

Reference Manual
00809-0200-5110, Rev AC
June 2022
Rosemount™ TankMaster™ WinOpi Inventory Management Software
TankMaster WinOpi
NOTICE
Read this manual before working with the product. For personal and system safety, and for optimum product performance, ensure you thoroughly understand the contents before installing, using, or maintaining this product.
For equipment service or support needs, contact your local Emerson Automation Solutions/Rosemount Tank Gauging representative.
Version
This manual is based on the functionality of TankMaster version 6.G0.
For older TankMaster versions all functionality described in this manual may not be available and the Graphical User Interface (GUI) may look different.
Safety messages
WARNING
Physical access
Unauthorized personnel may potentially cause significant damage to and/or misconfiguration of end users’ equipment. This could be intentional or unintentional and needs to be protected against.
Physical security is an important part of any security program and fundamental to protecting your system. Restrict physical access by unauthorized personnel to protect end users’ assets. This is true for all systems used within the facility.
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Contents

Chapter 1 Getting started...........................................................................................................5
1.1 What is Rosemount TankMaster™?...............................................................................................5
1.2 Manual overview..........................................................................................................................6
1.3 Technical documentation............................................................................................................ 7
1.4 TankMaster software package................................................................................................... 10
1.5 Server hardware key.................................................................................................................. 12
1.6 Illegal characters........................................................................................................................14
Chapter 2 The WinOpi main window........................................................................................15
2.1 Menus........................................................................................................................................16
2.2 Toolbar...................................................................................................................................... 17
2.3 Status bar.................................................................................................................................. 19
2.4 Workspace views....................................................................................................................... 20
2.5 User management..................................................................................................................... 27
Chapter 3 Viewing tank data.................................................................................................... 39
3.1 Measured values........................................................................................................................ 39
3.2 Inventory data........................................................................................................................... 45
3.3 Real time view........................................................................................................................... 49
3.4 Historical view........................................................................................................................... 52
3.5 Historical table view...................................................................................................................59
3.6 Tank movement........................................................................................................................ 62
3.7 Modifying group views...............................................................................................................67
3.8 Color settings............................................................................................................................ 73
3.9 Tank comment.......................................................................................................................... 78
Chapter 4 Installing a tank measurement system..................................................................... 81
4.1 Installation procedure ............................................................................................................... 81
4.2 System setup............................................................................................................................. 82
4.3 Setting up a tank capacity table................................................................................................. 87
4.4 Create a product table............................................................................................................... 94
4.5 Inventory parameters................................................................................................................ 98
4.6 Tank inventory configuration...................................................................................................105
4.7 Custody transfer approval........................................................................................................113
4.8 Checklist for inventory parameter setup.................................................................................. 114
Chapter 5 Alarm handling...................................................................................................... 121
5.1 Leak alarms..............................................................................................................................121
5.2 Sensor failure...........................................................................................................................122
5.3 Communication failure............................................................................................................ 122
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5.4 Alarm status priority................................................................................................................ 122
5.5 Setting alarm limits..................................................................................................................123
5.6 Alarm summary....................................................................................................................... 131
5.7 Alarm log.................................................................................................................................132
5.8 Alarm groups...........................................................................................................................139
5.9 Disconnecting alarms.............................................................................................................. 144
5.10 Alarm setup........................................................................................................................... 146
Chapter 6 Reports.................................................................................................................. 153
6.1 Set up an automatic report...................................................................................................... 153
6.2 Publishing a report...................................................................................................................165
Chapter 7 Audit log................................................................................................................ 167
7.1 Setup an audit log....................................................................................................................167
7.2 Viewing the audit log...............................................................................................................168
7.3 Filtering the audit log...............................................................................................................169
Chapter 8 Tank calculators..................................................................................................... 173
8.1 Density calculator.................................................................................................................... 173
8.2 Tank inventory calculator.........................................................................................................175
8.3 Tank transfer calculator........................................................................................................... 176
8.4 Tank settling calculator............................................................................................................180
Chapter 9 Customizing the layout.......................................................................................... 183
9.1 Add an item to the Tools menu................................................................................................183
9.2 Create a customizable window................................................................................................ 185
9.3 Edit customizable window....................................................................................................... 187
9.4 Create a custom toolbar.......................................................................................................... 193
Chapter 10 Servo commands....................................................................................................195
10.1 Sending a servo command.....................................................................................................195
10.2 Servo states........................................................................................................................... 199
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1 Getting started

1.1 What is Rosemount TankMaster™?

Rosemount TankMaster WinOpi provides operator overview for Rosemount Tank Gauging systems. It is a complete custody transfer and inventory software package. All calculations are based on current API and ISO standards.
The TankMaster software suite provides you with the tools that you need to configure and operate the Rosemount Tank Gauging system. The Rosemount Tank Gauging product portfolio includes a wide range of components for small and large customized tank gauging systems. The system includes various field devices, such as radar level gauges, temperature transmitters, and pressure transmitters for complete inventory control. For detailed descriptions of how to setup various devices refer to the respective reference manuals.
TankMaster is an Emerson Automation Solutions/Rosemount Tank Gauging inventory management software package for installation and configuration of level gauging equipment. It is a complete custody transfer and inventory software package that provides operator overview for Rosemount Tank Gauging systems. All calculations are based on current API and ISO standards.
1.1.1
TankMaster provides you with powerful and easy-to-use tools for installation and configuration of level gauging devices such as radar transmitter gauges (RTGs). The settings for protocols, devices and tanks can be changed in real time.
The graphical interface gives you a clear overview of installed devices and tanks. For each tank you can easily see the associated transmitters in the WinSetup application.

Key features

Monitoring of measured data
Clear overview of installed tanks and devices (using WinSetup)
Simple installation using wizards (using WinSetup)
Open connectivity
Object-oriented, user-friendly Graphical User Interface (GUI)
TankMaster is designed to be used in a Microsoft® Windows environment, providing easy access to measurement data from any PC in your network. Measurements and data are presented in realtime and you can customize views to suit your needs.
With TankMaster, you can use the TRL/2 Modbus protocol or be connected via RS232 and RS485 interfaces. Other communication protocols, such as Enraf GPU, are also supported. Rosemount TankMaster is based on the open OPC standard, allowing you to import data into other systems such as DCS:s, PLC:s, Scada systems and Microsoft Office programs.
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1.1.2 Intended use of product

Rosemount TankMaster WinOpi serves as a monitoring interface that provides the user with tank data such as level, temperature, pressure, volume etc. It is a custody transfer and inventory software package that supports calculations based on current API and ISO standards. See End User License Agreement for complete terms and conditions for using the Rosemount TankMaster WinOpi software package

1.2 Manual overview

The Rosemount TankMaster WinOpi Reference Manual provides descriptions of the TankMaster WinOpi operator's interface and instructions for operating the Rosemount Tank Gauging system. The manual includes the following sections:
Chapter Getting started provides a short introduction to Rosemount TankMaster.
Chapter The WinOpi main window provides an introduction to the basic features of the WinOpi operator’s interface. It describes the workspace, menus, and various toolbars.
Chapter Viewing tank data provides a description of various functions for viewing tank data and inventory data.
Chapter Installing a tank measurement system provides a description of how to setup an inventory system in TankMaster WinOpi.
Chapter Alarm handling describes how to setup alarm limits, alarm groups, and how to view and accept current alarms.
Chapter Reports provides a description of how to create and distribute reports with inventory information.
Chapter Audit log provides a description of how to enable recording of operations and actions performed by a TankMaster user.
Chapter Tank calculators provides a description of how to use calculators for Density, Tank inventory, transfer, and settling.
Chapter Customizing the layout describes how to create customized menus, windows, and toolbars in TankMaster.
Chapter Servo commands describes how to send commands to servo gauges.
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1.3 Technical documentation

The Rosemount Tank Gauging System includes a wide portfolio of user documentation. For a complete list, see product pages on Emerson.com/Rosemount.
Reference manuals
Rosemount Tank Gauging System Configuration Manual (00809-0300-5100)
Rosemount 2460 System Hub (00809-0100-2460)
Rosemount 2410 Tank Hub (00809-0100-2410)
Rosemount 5900S Radar Level Gauge (00809-0100-5900)
Rosemount 5900C Radar Level Gauge (00809-0100-5901)
Rosemount 2240S Multi-Input Temperature Transmitter (00809-0100-2240)
Rosemount 2230 Graphical Field Display (00809-0100-2230)
Rosemount 5300 Guided Wave Radar (00809-0100-4530)
Rosemount 5408 Radar Level Transmitter (00809-0300-4408)
Rosemount 3308 Series Wireless Guided Wave Radar (00809-0100-4308)
Rosemount Tank Gauging Wireless System (00809-0100-5200)
Rosemount TankMaster Software Installation Manual (00809-0400-5110)
Rosemount TankMaster WinOpi (00809-0200-5110)
Rosemount TankMaster WinSetup (00809-0100-5110)
Rosemount 5900 Proof Test with Reference Reflector (00809-0200-5900)
Rosemount TankMaster Floating Roof Monitoring (00809-0500-5100)
Rosemount TankMaster Full containment tanks (00809-0500-5110)
Rosemount TankMaster Network Configuration (303042EN)
Rosemount 5900 Radar Level Gauge and Rosemount 2410 Tank Hub Safety Manual
Option S (00809-0400-5100)
Rosemount 5900 Radar Level Gauge and Rosemount 2410 Tank Hub Safety Manual
SIL3 (00809-0200-5100)
Rosemount TankMaster Mobile User Guide (00809-0100-5120)
Rosemount TankMaster Mobile Installation Manual (00809-0200-5120)
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Product data sheets
Rosemount Tank Gauging System (00813-0100-5100)
Rosemount TankMaster Inventory Management Software (00813-0100-5110)
Rosemount TankMaster Mobile Inventory Management Software (00813-0100-5120)
Rosemount 2460 System Hub (00813-0100-2460)
Rosemount 2410 Tank Hub (00813-0100-2410)
Rosemount 5900S Radar Level Gauge (00813-0100-5900)
Rosemount 5900C Radar Level Gauge (00813-0100-5901)
Rosemount 2240S Multi-input Temperature Transmitter (00813-0100-2240)
Rosemount 565/566/765/614 Temperature and Water Level Sensors
(00813-0100-5565)
Rosemount 2230 Graphical Field Display (00813-0100-2230)
Rosemount 5300 Level Transmitter (00813-0100-4530)
Rosemount 5408 Level Transmitter (00813-0100-4408)
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Rosemount 2240S Reference Manual (Document No. 00809-0100-2240)
Rosemount 2230 Reference Manual (Document No. 00809-0100-2230)
Rosemount Tank Gauging System Configuration Manual (Document No. 00809-0300-5100)
Rosemount TankMaster WinSetup Reference Manual (Document No. 00809-0100-5110)
Rosemount TankMaster WinOpi Reference Manual (Document No. 00809-0200-5110)
Rosemount TankMaster Software Installation Manual (Document No. 00809-0400-5110)
Rosemount 2460 Reference Manual (Document No. 00809-0100-2460)
Rosemount 2410 Reference Manual (Document No. 00809-0100-2410)
Rosemount 5900S Reference Manual (Document No. 00809-0100-5900)
Rosemount 5900C Reference Manual (Document No. 00809-0100-5901)
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1.3.1 System and user documentation structure

Figure 1-1: Rosemount Tank Gauging System and User Documentation Structure
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WinOpi/WinSetup
Tank Server
Master Protocol Server Slave Protocol Server
COM1 COM2
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1.4 TankMaster software package

The TankMaster software package comprises the following software modules:
WinOpi
WinSetup
WinView
Batch server
Tank server
Master Protocol server
Slave Protocol server
Figure 1-2: Software Modules
WinOpi
WinOpi is the operator interface to the tank gauging system. It communicates with the Tank Server and various protocol servers to let the user monitor measured tank data. WinOpi also provides:
alarm handling
automatic report distribution
historical data sampling
inventory calculations for volume, observed density and other parameters.
WinSetup
The WinSetup program is a graphical user interface (GUI) for installation, configuration and maintenance of level gauging devices.
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WinView
WinView is a software package with basic inventory capabilities. It communicates with the Tank Server and the different protocol servers to let the user monitor measured tank data. It is a cost-efficient alternative for operational control at smaller tank terminals, marketing terminals, biofuels, and chemical plants, etc.
Tank server
The Tank Server communicates with devices via the Master Protocol Server and handles configuration data for all installed tanks and devices. Parameters stored by the Tank Server include:
device names
configuration data, such as antenna type
number of connected temperature sensors
number of connected analog inputs
The Tank Server collects data from connected devices and distributes this information to the WinOpi and WinSetup user interface.
Master protocol server
The Master Protocol Server transfers configuration data and measured data between the Tank Server and connected devices in the tank gauging system. The Master Protocol Server is able to communicate with various types of devices such as FCUs, the Rosemount 2410 Tank Hub, and the Rosemount 5900S Radar Level Gauge to collect measurements for, for example, level, temperature and pressure.
Slave protocol
The Slave Protocol Server is used to connect the TankMaster system to a host computer (DCS system). The Slave Protocol Server exchanges tank data between the Tank Server and the host computer.
OPC Server with browser
TankMaster uses OPC Data Access 2.0 (OLE for Process Control), an open industry standard, which eliminates the need for costly customized software integration.
With the OPC server and the browser it is easy to import all custody transfer and inventory data to other OPC clients such as different DCS:s, PLC:s, Scada systems, or Microsoft Office® programs.
See the web site for the OPC Foundation for more information: www.opcfoundation.org.
Customized views
You can customize specific views and windows in TankMaster. Existing objects can be modified or new ones. You could, for example, create a window with an embedded image of your own plant, to give a realistic overview, and configure the window so that when you click on a specific tank in the image you can access the corresponding data for that tank.
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1.5 Server hardware key

The Server Hardware Key Info window displays the functions enabled by the TankMaster hardware key. The information displayed is only valid for the selected server and cannot be altered. Also shown is the number of tanks that can be installed according to the TankMaster license, and the current number of installed tanks.
Procedure
1. Open menu option Tools View Server HW Key Info.
2. Select the desired server to view hardware key information.
3. Click Close to close the Server Hardware Key Info window.
1.5.1
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System type

System Type indicates which mode TankMaster™ is running.
Inventory system
TankMaster runs as a complete custody transfer and inventory software package. All calculations are based on current API and ISO standards.
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WinView system
WinView basic inventory capabilities suitable for smaller plants and terminals.
Demo system
TankMaster is running with full functionality using simulated values.

1.5.2 Supported functions

The Supported Functions pane in the Server Hardware Key Info window shows available TankMaster™ options. Selected options indicate that the corresponding function is enabled with the current hardware key. The table below gives an overview of the available functions.
Table 1-1: Supported Functions
Function Explanation
1.5.3
Host Access to server via OPC and serial
Redundancy Enables the use of redundant servers
Network access for TM client nodes
Extended Batch Function
Custody Transfer System Setup mode for the Custody Transfer System.
Custody Transfer Seal Write-protected mode. No possibility to change configuration.
HTG calculation and Setup Hydrostatic Tank Gauging, Enables level and inventory data from
Window Customizing Enables the creation of customized windows.
Service Key Personal key for service engineers.
Floating Roof Monitoring Enables TankMaster function for monitoring floating roof tilt and
(1) For more information and instructions on Batch Handling, please refer to the TankMaster Batch
Handling User Guide
(1)
Enables OPC and Modbus communications between TankMaster and SCADA/DCS
Enables a TankMaster client to connect to the network and read tank and device data.
Creates MS Access files. Stores closed batches for up to 365 days. Delivery tickets can be recalculated. Tank Transfer Calculator enabled.
pressure.
buoyancy.

Tanks

The Tanks pane shows the number of licensed tanks and the number of installed tanks.
If the number of installed tanks exceeds the number of licensed tanks, the inventory calculation option is disabled until a hardware key with a sufficient number of licensed tanks is installed, or until tanks are uninstalled and the number of installed tanks is equal to or less than the number of licensed tanks.
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1.5.4 TM Network client nodes

The TM Network Client Nodes pane shows the number of licensed nodes and the number of connected nodes for the selected server. The number of connected nodes cannot exceed the number of licensed nodes.
If the number of connected nodes is the same as the number of licensed nodes, no more nodes will be able to connect unless currently connected nodes are first disconnected, or until a new license key with an increased number of licensed nodes is installed.

1.6 Illegal characters

The following characters should not be used when naming objects in TankMaster™ as this may cause undesirable results:
Table 1-2: Illegal Characters in TankMaster
\ Reverse solidus % Percent symbol
/ Solidus < Less-than symbol
? Question mark > Greater-than symbol
* Asterisk { Left curly bracket
[ Left square bracket } Right curly bracket
] Right square bracket ' Apostrophe
| Vertical line " Quotation mark
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2 The WinOpi main window

All Rosemount TankMaster™ WinOpi tools and functionality can be accessed from the main menu bar at the top of the screen. The toolbar directly below the menu contains buttons with shortcuts to the most common operations.
The TankMaster WinOpi main window includes a Workspace which displays tanks, devices, alarm groups and reports. Right-clicking on objects in the workspace gives access to associated views, tools and functionality for that object.
A status bar at the bottom of the screen shows alarm and connectivity information.
Figure 2-1: WinOpi Workspace
A. Menu bar
B. Tool bar C. Workspace D. Status bar
The Workspace area can be docked on any side of the main window, or it can be moved anywhere in the Main window when it is floating.
Docking and floating is toggled by right-clicking in the Workspace area and selecting, or deselecting Allow Docking.
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2.1 Menus

The menu bar at the top of the main window contains the following menus: File, View, Entry, Setup, Reports, Batches, Tools, Custom, and Help.
Figure 2-2: Menu Bar
A. Menu bar
Some menu options are available by right-clicking on an object in the Workspace window. Available options varies depending on the type of object that is selected.
Example
The Entry Tank Entry option in the menu bar can also be found by right-clicking on a tank icon.
Figure 2-3: Tank Entry
Note
For more information and instructions on the functionality in the Batches menu, please refer to the TankMaster Batch Handling User Guide.
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2.2 Toolbar

The WinOpi toolbar contains buttons which act as shortcuts to various tools and functionality. The toolbar can be toggled from the View menu.
Figure 2-4: Toolbar
A. Toolbar
The toolbar can be toggled on or off from the View menu.
Figure 2-5: Toolbar Option in View Menu
A. Toolbar option
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Toolbar options
The following items are included in the standard toolbar:
Figure 2-6: Toolbar Options
A. Log off (View Only mode)
B. Log on to TankMaster C. Toggles the Workspace window D. Opens the Tank View, Tank Inventory, and Extended View window for a selected tank
E. Opens the Group View, Bar Graph Group, or Tank Movement window for a group of
tanks
F. Alarm Summary for a tank group, Alarm Summary for the current active alarm group,
Alarm Log, and Accept alarm G. Program Options H. Create a new batch
I. Density calculator J. Realtime View window
K. Historical Table window
L. Historical Data View window
M. About WinOpi
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2.3 Status bar

The status bar located at the bottom of the TankMaster main window displays information about connectivity, current alarms and the current protection level status (View Only, Operator, Supervisor, Administrator, and ChiefAdmin).
Figure 2-7: Status Bar
A. Connection status
B. Alarm status C. Current user D. Current protection level
E. Operation status (green=normal operation)
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2.4 Workspace views

The workspace offers an overview of all devices and tanks. To switch between the different views, click on a tab: Groups, Plants or Batches.
Figure 2-8: Workspace Views
The workspace lets you perform a variety of tasks from these different views, including:
Viewing tank & inventory data.
Viewing alarm logs and alarm summary.
Organizing tanks in different groups.
Monitoring alarms.
Creating reports.
Batch Handling
Note
For more information and instructions on working with batches, please refer to the TankMaster Batch Handling User Guide.
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2.4.1 Viewing tanks and groups

The Workspace window shows all installed tanks and groups.
Tank Groups
Tank groups can be created to organize tanks by type, location, or by product. Tanks can also be organized in Alarm groups in order to manage alarms.
Figure 2-9: Tank Groups
A. Active alarm group "Crude"
B. Alarm group "North Area" C. Tank group "Crude Oil" D. Tank Group "North"
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Data
Tank group data, such as level, temperature, inventory, and alarm logs can be monitored and displayed in the main window.
Figure 2-10: Viewing Tank Group Data
Related information
Alarm groups
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2.4.2 Setting up the workspace

The WinOpi options allow you to specify how tank names, node names, and other objects will be displayed in the Workspace window.
Procedure
1. From the Tools menu select Options.
2. Select the General tab.
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3. Change the desired settings.
Example
Groups view Tank Names settings Show plant names and Show server names.
Example
Plants view Workspace Nodes settings Show plant nodes and Show server nodes.
4. Click Apply to save the changes.
5. Click OK to close the Operator’s Interface Options window.
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2.4.3 Create a tank group

Tank groups can be a convenient way to get a better overview of, for example:
tanks in a specific geographical area
tanks containing a certain product
tanks connected to the same host
A tank may appear in more than one group and a group may contain other groups. There is no limit on the number of groups that can be created.
Procedure
1. In the Groups view, do one of the following:
right-click on the Groups icon and select New Group
select menu option Entry New Group
2. Type a name for the new tank group and click OK.
3. In the left-hand pane, select a tank or a group to add to the new group and click the
Select button.
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4. Repeat for all tanks to be added to this group.
5. Click OK when you have finished adding objects to the new group. The new tank
group will be displayed in the Workspace window.

2.4.4 Icons

In the Workspace windows various items are represented by the following icons:
Table 2-1: Icons
Cylindrical tank
Floating roof tank
Spherical tank
Horizontal tank
Tank group
Alarm group
Active Alarm group
Plant node
Server node
Report
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2.5 User management

TankMaster offers a number of protection levels for increased security. These levels are categorized as User Access Levels and User Access Sub Levels. The User Access Levels are:
Administrator
Supervisor
Operator
View Only
Each User Access Level has five sub levels, giving total of 20 unique access levels. The default user names and passwords each user type are as follows:
Table 2-2: User Access Levels and Sub Levels
User Level Sub Level Default Password
View VIEW ONLY * view
Operator OPERATOR * oper
Supervisor SUPERVISOR * super
Administrator ADMINISTRATOR * admin
ChiefAdmin ADMINISTRATOR ***** chief
User authentication (log on) is required in order to change settings such as:
Alarm limits
System Setup
Tank Setup
Note
Settings cannot be changed by a user in View mode.
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2.5.1 Log on to TankMaster

Procedure
1. Select File Log On, or click the Log On button in the toolbar.
2. Type your user name and password. The password is case sensitive but the user
name is not.
3. Click OK.
Note
If log on is unsuccessful after five consecutive attempts, the user account is disabled. The user account must be enabled by an Administrator.
The user type and the protection level is displayed in the status bar as well as any status messages in case there are any.
Figure 2-11: Status Bar
A. User name B. Protection level
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2.5.2 Manage user accounts

You must be logged on as Administrator in order to add new user accounts, change settings for an existing user, or to configure user levels and sub levels.
Procedure
1. Log on to WinOpi as an Administrator.
2. Open Tools Administrative Tools User Manager.
3. In the User Manager window select a cell in an empty row and click New.
4. Enter a user name.
5. A description of the new user profile is optional.
6. Enter and confirm a password.
7. Next, select the desired Level and Sub Level and click OK.
8. Verify that the new user is displayed in the User Manager window.
9. To make a default user name appear in the Log On dialog, check the box Use first
account with required access level as default. If not selected, the User Name field is empty when the Log On dialog opens.
10. Click the OK button.
Related information
User management
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2.5.3 Configure a sub level description

TankMaster allows you to change the names for Sub Levels to something more descriptive than the default settings.
Procedure
1. Open Tools Administrative Tools User Manager.
2. In the User Manager window, click the Config Desc button.
3. In the Config Access Sub Levels Description window enter a new description in the
desired field. In the example above, the description of item number 5 of category Admin Sub Levels is changed from “*****” to “Sub5-admin”.
4. Click OK to close the Config Access Sub Level Description window.
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