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313112D Matrix 3 Premier Software for ADP

1. Matrix Transceiver This step will install the software driver for the Matris Transcerver Matrix Transcerver The Matris Transceiver is a hardware component used by Matris PCs to communicate via RF signal with Matri meters tank level monitors and pump air control modules The transceiver plugs into a PC s USB part This driver ig alzo used far the Matris USBYAS 422 converter Click continue to install the driver FIG 9 18 Installation 12 When the installation is complete the screen shown in FiG 10 displays Before Matrix functions on the PC you will have to reboot the computer Select Yes want to restart my computer and click the Finish button to reboot Matrix3 InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successfully installed M atris Before you can use the program You must restart your computer res want to restart my computer now CO Mo will restart my computer later C Back Finish Cancel FiG 10 The Typical Matrix Server and Client setup creates the following shortcuts In Start All Programs Graco Matrix e Matrix Client provides the IE browser based graphical user interface and accompanying screens Matrix Client must be running to access Matrix Screens e Edit Matrix Settings used for Exporting and Importing Matrix3 Database and setting up system properties For a complete description of this fea
2. Matrix Gotan TOTAL FLUID MANAGEMENT SYSTEM Es Uu Matrix System PIN Activity Report i aq Users Report Name i Pri Client d DICES NOSE Output Format 9PDF csv i Transceivers ee Date Range we i Start Mar 22 2009 Available Fields l i i Tanks s Timestamp TI i B Tank Level Monitors End Mar 23 2009 poem Down _ Technician Down i Pump Air Controls OR P Meters Choose range i H System Layout i Email em lt Vehicle Inventory i cg Interface Reports 5 M i I PRA Activity i g Email History i g Current Tank volur i a Tank Reading Hist i cy Dispense History cy System Configurat Run Report Kal i e Timestamp Event Device Location Mar 23 2009 11 08 38 AM TLM Configured with profile Vertical Tank 1 A Mar 23 2009 11 08 36 AM Invalid Tank Reading p3000013 entis J3 Mar 23 2009 10 49 10 AM Tos Connected 04000077 10 82 131 53 ij Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 47 18 AM Transceiver Connected 04000077 10 82 131 53 vi l ser Logged In matrix Mar 23 2009 11 18 42 AM Fic 200 e Report Name Assigned name given to the report This name will appear on the top of the report e Output Format PDF CSV Type of format for file that will be generated when you select RUN REPORT button e Date Range Start End or choose range S
3. Computer Management m File Action View Window Help e m Eh amp m Computer Management Local TENE B m System Tools Sy Services T ui 5 i Event Viewer Tal Shared Folders l ndexing Service Local Users and Groups E Performance Logs and Alert m Device Manager E Sig Storage Removable Storage i Disk Defragmenter Disk Management Hn Services and Applications FIG 55 d Double click Matrix System Engine on the Services list FIG 56 ri omputer Management Local System Tools Event Viewer zi m i Shared Folders Select an item to view its description Mame Descril Local Users and Groups Si Intel R Active Man Intel R Performance Logs and Alert By IPSEC Services Manag a Device Manager fs LiveUpdate Liv el lp Storage Sy Logical Disk Manager Detect Removable Storage SE ical Di E E E ag Configi FA DOUDE Gin Disk Defragmenter lle ity Matrix Service Engine Disk Management SERTTSETTTTETECENWGR Hn Services and Applications fy MatricaMySql Services Sy Messenger Transir T WMI Control Sa MS Software Shado Manag H E Indexing Service Sa Multi user Cleanup Sia Met Logon Suppor Sa NetMeeting Remnot Enable R babina See ee Dee A Ia FIG 56 e Select the Log On tab FIG 57 Matrix Sivice Engine Properties Local Computer EIE Ecover Dependencies Log on as Local System
4. Matrix 2 lt MatrixPostingRequest gt lt PostingRequestKey gt lt TpValidationKey gt lt Workorder gt lt JobCode gt lt Dispense gt lt MeterName gt lt FluidName gt lt Volume gt lt Units gt lt Dispense gt lt MatrixPostingRequest gt Matrix 3 lt MatrixPostingRequest gt lt PostingRequestKey gt lt TPValidationKey gt lt Workorder gt lt JobCode gt lt Dispense gt lt MeterName gt lt FluidName gt lt Volume gt lt Units gt lt VehiclelD gt lt TankName gt lt DeviceGroup gt lt Technician gt lt StartDate Time gt lt EndDateTime gt lt MatrixPostingRequest gt Definition of Elements 1 PostingRequestKey An identifier assigned by Matrix to particular MatrixPostingRequest This key must be included in the MatrixPostingResponse message returned to Matrix This key s value is not necessarily the same as the ValidationRequestKey in the MatrixValidationRequest message 2 TpValidationKey The identifier originally assigned by the Interface Server to this dispense via the work order validation process Workorder See Definition of Terms page 205 JobCode See Definition of Terms page 205 5 Dispense This element defines the fluid dispense event including what fluid was dispensed by what meter and how much oO a MeterName up to 11 characters The meter name is the name assigned to this meter in the Matrix Meter Profile 126 Setup Scre
5. Client Name Host Name MatrixConsole 10 8 T RT RM Transceivers b Fluids C Tanks Es Tank Level Monitors fa 5 Pump Air Controls i Meters i H System Layout j a g Email eap Vehicle Inventory Interface Reports Device Location Timestamp Event Mar 23 2009 10 20 34 AM Elen connected Pe peiiconsce Mar 23 2009 10 19 35 AM Matrix started Matrix Service Engine Matrix System ser Logged In matrix Mar 23 2009 10 30 20 AM FiG 77 Note The software is designed so you cannot modify or delete the Host Name or Port for the Matrix Con sole Primary Client The error message shown in FIG 78 appears if you try to make changes to this field Error Message Error Description Matrix Console primary client can not be changed or deleted Fic 78 69 Setup Screens 4 To add additional Primary Clients select the Add New button FiG 79 uid Management System TOTAL FLUID MANAGEMENT SYSTEM Primary Clients MatrixConsole Client Mame Host Mame Matrixconsole 10 852 131 46 Add Mew ModiFy FIG 79 5 Inthe Add Primary Clients box shown in FiG 80 enter the name of the Primary Client you are adding Click OK to close the screen and save the changes The Primary Client s name can be anything as long as it s unique in the system and the same name is Set in the client PC s local configuration using Matrix Properties File Editor page 201 or
6. Error Description The subject field must not be blank or more than 40 characters Fic 143 e Tanks List of Tanks in the Matrix System Select a tank you are setting up for e mail reporting from the list of Available Tanks on the right side of the screen Click the RIGHT direction arrow to move the highlighted selected tank to the Chosen Tanks list You can put more than one tank on the Chosen Tanks list e Schedule If you chose the Tank Volume Report E Mail event you will be prompted to add addi tional parameters Daily sets up e mail events for each day at a specific time The default setting for Daily notifica tions is at midnight 00 00 Weekly sets up e mail events for a specific day and time each week The default setting for weekly notification is midnight 00 00 on Sunday Monthly sets up e mail events for a specific date and time each month The default setting for monthly notification is midnight 00 00 on the last day of the month Time sets time of day the e mail event is sent Day of the week when weekly reports are selected sets the day of the week the e mail is sent Day of the month when monthly reports are selected sets the date during the month the e mail is sent NOTE If you do not set these parameters the defaults will be saved when you click the OK button 2 After all required information is entered click OK to close the screen and save the changes 108 Setup Screens 3 The
7. Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Menu Description Dispense Yolume Range Line Labor Type Date Range Time Range Schedule Menu 1 Min 5 5 Quarts x 1 0000 None vj sat ouis Je ew rios Je sor zona Je ena orm Daly m Mandatory Fields are displayed in red M Menu Pricing Dialog Part Number Sale Price Part Comment Fluid Quantity P Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts 5678 15 00 Override Dispense Adjusted Volume 1 Mandatory Fields are displayed in red FiG 181 Scenario 2 Parts Menu Criteria and Parts Menu Fluid Pricing A dealership wants all dispenses of this fluid within the range of 5 5 7 5 quarts to be charged as quantity 1 of part number 5678 at sale price 15 00 Part number 5678 represents 6 quarts of 5W 30 oil 140 Setup Screens Menu Pricing Scenario 3 Fia 182 M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Menu Description Menu 1 Dispense Volume Range Min 5 00 Max 7 00 Quarts x 1 0000 Line Labor Type CP89 x Date Range Start 01 01 2009 z End 12 31 2009 z Time Range Start 7 00am Jv End 11 00am fe Schedule Weekly Mon Fri vl om Mandatory fields are displayed in red M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pric
8. Schedule Time Day of Week Day of Month Fic 141 e E mail Event There are 4 defined events you can choose from in the E Mail Event drop down menu These are events that people will want to know happen in the Matrix System The last three events on the following list are the most common selections Missed Tank Reading Report generates e mail event if a scheduled tank reading is missed Tank Level Low generates e mail event if level of fluid in tank is low Tank Level High generates e mail event if level of fluid in tank is too high Tank Volume Report generates an e mail event reporting the current volume level of fluid in tank daily at a specific time or on a weekly or monthly basis at a specific time 107 Setup Screens e To List of e mail addresses e mail events are sent to After an address is typed in the field the Enter key on your keyboard adds a blank line for the next recipient s e mail address You must pro vide at least one e mail address The error message shown in FiG 142 is sent if you click the OK button without providing e mail address M Error Message Error Description Mo e mail addresses have been entered Please enter at least one e mail address Fic 142 e Subject Identifies reason for e mail message being sent You must provide a subject The error message shown in FIG 143 pops up if you click the OK button without providing a Subject M Error Message
9. TOTAL FLUID gt MANAGEMENT SYSTEM GRACO 313112D Fic 40 174 Matrix 3 0 ADP Premier Software Installation System Setup and Operation Instructions T OTAL FLUID MANAGEMENT SYSTEM PROVEN QUALITY LEADING TECHNOLOGY SECTION 1 Introduction Introduction Table of Contents InIrOOU C HOD os V o occi Saa SAC s eee ee 2 Table of Contents 0000000 e aes 3 General Information 5 Reference Materials lus 5 Technical Support less 5 Training Programs 0 0c eee ees 5 INSTANANON xu xd o ae ea ee Aen 6 Typical Installation Ls 7 Quick Reference Installation Checklist 8 System Requirements 11 General Matrix System Specifications 11 Software Installation n 14 Loading the Software LL 14 Stand Alone Configuration 15 Checking Windows XP Firewall 27 Checking Vista Firewall 28 Clock and Time Zone Settings 29 Hibernation Mode 000 cease 30 Software Overview 35 Matrix 3 Software Architecture Overview 36 Starting Matrix 3 0 0 0 0 0 2 eee 36 Main Application Window 37 Screen Elements llus 37 System Administrator Screens 39 Go To Menus lsens
10. ay My Network Places i Adobe FrameMaker 8 E control Panel w Microsoft Word y Set Program Access Adobe Acrobat 7 0 and Defaults 9 Standard TC4 Prod 9 Help and Support amp y Microsoft Photo Editor po Search M Matrix 3 Client 3 7 Run All Programs gt S amp S Printers and Faxes FIG 232 2 The Control Panel is shown in FIG 233 e Double click on the System Icon Control Panel File Edit wiew Favorites Tools Help sax a s Dr fy Folders EH Address L6 5 56 95s Accessibility Add Addor Administ Automatic Date and Display Options Hardware Remow Tools Updates Time 6 5 elei Bg Folder Fonts Game Intel R Internet Java Mnitiator Options Controllers GMA Driver Options Ieee a gt gt b amp amp e Keyboard Mouse Network Phone and Power Printers and Regional Connections Modem Options Faxes and La Ss DD s e Scanners Scheduled Security SoundMAX Sounds and Speech Symantec Tasks Center Audio De Livepdate aa e 2 Taskbar and User Windows Wireless Start Menu Accounts Firewall Netwn FIG 233 194 Appendix A 3 Click the Computer Name tab In the example shown in FIG 234 the Full Computer Name is PC8868 msp graco com system Properties AE L System Basters semgicUpdses Remote Hardware Advanced Windows uses the followang informeabon to identify your computer on the network Computer d
11. Preset Three default mounts of fluid that can be selected for dispense if Preset or Restricted Preset is selected Security Type Determines how fluid can be dispensed using the meter PIN Code PIN Code Personal Identification Number means that a four digit number must be entered at the meter before every new dispense to obtain dispense authorization Parts Room Authorization This mode provides highest level of security and requires a Parts Room Administrator to authorize each dispense System Monitoring When system monitoring is selected no security authorization is required prior to making a dispense Any amount of fluid dispensed is automatically sent by the meter to the PC where it is recorded for future reference Setup Screens 95 Emergency Code Four digit emergency override This number is used at the meter to override all meter programming should there be a loss of RF signal It allows the user to continue dispensing fluid even though the meter is not receiving an RF signal NOTE If the system emergency code is used to override the meter program the meter MUST be reg istered into the system after the RF signal has been restored Use Work Orders Choose Yes or No from the drop down list e Yes the meter will use work orders In order to dispense fluid from this meter the user must enter a work order at the PC or meter when Work Order Entry is allowed at the meter The meter oper ator selects the work order from a
12. The information panel contains tabs for Global Workorders when Global Workorders is enabled Fluid Dispenses and Tank Levels Records are only displayed for the last 10 days After 10 days the information is deleted from the screen The System Administrator can retrieve historical information by creating a report Global Workorders NOTE The Global Workorders tab only appears if Global Workorders is enabled on the System Default setup screen page 50 If the tab is not selected position cursor over the Global Workorders tab and click left mouse button once to select it Matrix TOTAL FLUID MANAGEMENT SYSTEM q Global Workorders Jispenses Tank Levels abal Work ois Fic 42 The Global Workorders tab displays a list of all Global Workorders that have been added to the Global Workorder Queue At this point these workorders have not been assigned to any specific meter they are simply entered and define the quantity of a specific fluid Only meters that are connected to those fluids can view these global work orders e Timestamp displays the month date year and time that the event took place e Work Order number assigned to the work order e Job Code number assigned to the job code e Amount quantity dispensed by the meter measured as either Pints Quarts Gallons or Liters e Fluid type of fluid dispensed e Group defines which Meters in the Matrix System were assigned the Global Workorder and per formed the dispens
13. consider the following techniques for best performance e Increase the server hardware specifications e Separate the Matrix server software components install the Matrix Service Engine on one server and the Matrix database server on another with a fast network connection in between 12 Installation Recommendations for All Matrix Systems e Use an uninterruptible power supply UPS on the Matrix server Proper installation of a UPS on this machine will allow the server to shut down in a controlled manner when power is lost dramatically reducing the potential for data corruption This is important because if any Matrix database file becomes corrupt the entire system will no longer function that is no fluid can be dispensed without first putting the system into emergency mode e Protect all Matrix PCs but especially the server machine with standard security and support mea sures such as e Keep the PCs up to date with the latest patches and service packs for Windows e Require a user name and password be provided to use the computer e Use anti virus software and firewalls configuring these to still allow proper function of Matrix e Recommended Supplementary Software Applications not provided by Graco e Adobe Acrobat Reader 7 0 or higher for viewing reports e A spreadsheet program that can open text files in CSV format for doing custom manipulation of report data Uninstalling Matrix 3 x x Follow this procedure to
14. i Transceivers i Fluids ADP Detail Settings i I Tanks General Fluid Pricing Nonfluid Parts Labor Types i B Tank Level Monitors Labor Types i Pump Air Controls i P Meters i H System Layout i uu Email ome vehicle Inventory i ab iterace m Reports FIG 197 e Labor Types Customer specific labor types the user can choose from when adding an RO to Matrix This list of labor types need not include all the labor types used in the DMS Any Labor Type starting with W will be prompted for a failure code at the RO entry e Labor Type Description Optional additional information related to the Labor Type Category 153 Setup Screens Adding Modifying and Deleting Labor Types Adding Labor Types 1 Click Add button to display the dialog box shown in FIG 198 M Modify Labor Type Labor Type Labor Type Description Mandatory Fields are displayed in red Fic 198 e Labor Type User defined name for Labor Type e Labor Type Description Optional field where user can provide additional description related to Labor Type 2 Click the OK button to add the new Labor Type to the list displayed in the Labor Types column of the Labor Types Screen FIG 197 page 153 Note If you added a Labor Type Description this information will display on the right side of the screen under the Labor Type Description heading 3 Repeat this procedure for each La
15. tank level monitor pump air control meter The general method for configuring a Matrix system is to 1 Create a profile for each device This profile defines what the device is named and how it should func tion within the system 2 Hegister each device with the Matrix software In the registration process the device tells the PC what type of device it is and it s device ID 3 Link each device ID to the proper device profile This allows the PC to load the right profile into each device Once a device s device ID is linked to a profile the profile is loaded into the device over the wireless trans ceiver link the next time it communicates with the PC Whenever the device profile is changed the new pro file is again loaded into the device requiring no user interaction to keep the device functioning according to its defined profile Once a device ID is linked to a profile it cannot be assigned to another profile The timing of steps 1 and 2 can be interchanged it s not critical that the profiles be defined first or the devices are registered first What is important is that for a specific device both are done before trying to accomplish step 3 Note that in all but the smallest systems it is a good idea to make a map of the Matrix system that identi fies every Matrix component and corresponding device ID This map will be an invaluable reference to cor rectly map device IDs to profiles Initially the installer is advised to l
16. General Tab sss libe REA ee 131 Unit and Menu Pricing Parts 133 Unit and Menu Pricing Service 143 Menu Pricing Service llus 144 HODOFPIS 4 5m p dst ere a tens diti det a dad 155 WOIK Orders ia derer beUa hor T 170 WOIK OIGGLIS ia ae ares S Aou eR Eas 171 Work Orders and Job Codes 171 Frequently Asked Questions FAQ 187 Matrik 9 FAQ usse acce eee one SS 188 Appendix A 2x02 eR Slee eet det 193 How to find a PC s host name in Windows XP 194 How to find a PC s host name in Windows Vista 196 How to Configure Networked Systems 197 How to Register a Tank Level Monitor TLM 198 How to Register a Pump Air Control PAC 199 How to Register a Meter 200 Matrix Properties File Editor 201 ADDCNGIX S x32 3 21 2029 30 eX estates 203 Third Party Interface 203 Introduction z used eer ettee deed e tee 204 Assumptions 2 5 tirer artes 204 Definition of Terms 205 Graco Software Warranty 206 Graco Intormallon 323 5 90d os eI E ERE EIS 206 General Information General Information Reference Materials There are references throughout this manual to other Matrix Instruction manuals It is strongly recom mended that the following manuals be ordered and kept for easy reference Matrix 5 and 15 Meter Instruction Manual 313046 Matrix Transceiver Instruction Manual 3
17. Insert the Matrix CD in the CD ROM drive 3 Double click the Matrix3Premier exe icon FIG 3 F Matrix 3Premie SERIEN tS UU 30 erg FIG 3 15 Installation 4 Review the End User License Agreement FIG 4 If acceptable select I accept the terms of the license agreement After accepting the terms of the license agreement the NEXT button becomes active Click the NEXT button If you do not accept the terms of the license agreement the installation will end Click the BACK or EXIT button to get out of the Matrix Installation program Matrix3 InstallShield Wizard License Agreement Please read the following license agreement carefully End User License Agreement Graco Inc agrees to provide you its enclosed software under the terms and conditions specified below Configuration rou agree to use this software with at least the minimum hardware and software requirements as set forth in the product documentation License Grant End r 1 bt road mo oft accept the terms of the license agreement e do not accept the terms of the license agreement Fic 4 5 After clicking NEXT to accept the License Agreement the Installation Options screen A shown in FIG 5 displays This screen describes the two installation options available for selection After clicking NEXT the Setup Type screen FIG 5 B displays This screen is used to select the type of installati
18. Meter RR TEST 10W 30 Location Work Order 123456 Job Code 1 Preset Amount 4 00 Quarts Vehicle Group Work Trucks Vehicle ID 1234567 4x4 Available Parts Selected Parts Air Filters v Park Number 16819996 E Override validation FIG 219 e Meter Read Only field identifying the meter the Work Order is associated with e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset Amount amount of fluid and the way it is measured associated with work order e Vehicle Group See Vehicle Inventory setup screen on page 111 e Vehicle ID Customer assigned number that is used to distinguish a specific vehicle from any other vehicle in the fleet See Vehicle Inventory setup screen on page 111 e Available Parts Additional parts that can be added to the Work Order This information is set up on the Unit and Menu Pricing Parts Setup screen page 133 e Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action ads the part to the Work Order To remove a Selected Part from the column select highlight the part and click the Left direction arrow e Override Validation Check Box When checked validation is required before adding the Work Order the Meter s work queue 4 Click OK If Override Validation is not checked the work order is sent for
19. There is no limit to the number of groups you can create However each device can only appear in one group Use the Add Group button to create additional groups 10 To Rename a group use your mouse to select the group folder on the list on the Matrix System side of the screen Click the Rename Group button FiG 129 100 NOTE Changing the name of the Group folder does not delete the contents of the folder Setup Screens 11 To Delete a group use your mouse to the select the group folder on the Matrix System side of the screen Click the Delete Group button FiG 129 a If there are tanks and or meters in the Group Folder the Error Message box in FIG 130 displays reminding you that the folder must be empty before you can delete it Click OK to close the screen and save the changes M Error Message Error Description Group must be empty to be deleted FIG 130 b Drag and drop the tanks and meters in the Group folder back to the Ungrouped Meters and Tanks area on the screen c Use the mouse to the select the group folder on the Matrix System side of the screen again Click the Delete Group button The Delete Device Group prompt displays asking if you are sure you want do delete the Device Group named xX in FiG 131 below the folder is named Group 1 Click the Yes to delete the Group folder or No if you do not want to delete it Delete Device Group E Are You Sure you want to Delete Device Group Gro
20. This feature will most often be used to track and manage large fleets dispensing fluids into the same vehicle routinely Battery Warning Level Choose when a warning is sent to the PC that the battery strength is weak ening Can select to be notified when the battery level is down to 5 10 15 20 or 25 percent Language Drop down list of languages choices to display messages such as work order on meter display PAC Selects which PAC pump air control is used by the specific meter None is the default option Setup Screens NOTE If any field in the profile is changed changes will not be loaded into the meter until it goes to sleep and wakes up again or is registered again e LINK UNLINK button When all parameters on the Meter Profile screen have been completed click the Link button to display the Meter Profile ID Assignment screen shown in FIG 121 From the list of registered Meters select a meter to associate the profile to from the list Click OK to close the screen and save the changes M View Registered Meters Registered Meters Registered Meters 01000020 Clear List Fic 121 4 The Meter ID number is added to the Add Meter Profile Screen 5 Click OK to close the screen and save the changes Notice the new meter is added to the list of meters in the Matrix system NOTE When the Run Screens are displayed the Meter s appear in the Matrix System Panel as shown in FIG 122 ao To Langua
21. This name will appear on the top of the report e Output Format PDF CSV Type of format for file that will be generated when you select RUN REPORT button e Date Range Start End or choose range Specifies beginning and end dates covered by the report Available predefined range choices include Today V Yesterday V Last 5 days V Last 7 days V Last 30 days Month to date V Year to date e Sort Order Available Fields The order available fields are sorted in the report e Up or Down Buttons Shifts highlight field for sort order Up Down e Filter Criteria Device Group and or Tank Check Box Allows the ability to filter out certain data e Report Definition File name assigned to the report settings e Load or Save Button Saves or loads report definition e 166 Clear or Run Report Button Clears all field to default report settings Generates the report in the output file format Setup Screens Dispense History Report Example c1o 9 eDeq LZ 0Z v8 dno19 Te VES AN ai eplyeA neg VI Vi H5Jasv S94 GDI S94 GDI vS9Z86 Ol Ol Ol Ol l9Hsart 888 888 888 888 9po1 qof J9pJO 440M y yue y yueL 06 08 y yueL y yue y yUeL y yue 06 M08 YUeL YUeL yueL Yue L 06 08 yueL Yue L YUeL Yue L oweN YUe L WEN PIN 4 yoy yoy sueno 2Z 0 Wold Wold old old sueno 00 old old Wold Wold s
22. With the exception of any special extended or limited warranty published by Graco Graco will for a period of twenty four months from the date of sale repair or replace any part of the equipment determined by Graco to be defective This warranty applies only when the equipment is installed operated and maintained in accordance with Graco s written recommendations This warranty does not cover and Graco shall not be liable for general wear and tear or any malfunction damage or wear caused by faulty installation misapplication abrasion corrosion inadequate or improper maintenance negligence accident tampering or substitution of non Graco component parts Nor shall Graco be liable for malfunction damage or wear caused by the incompatibility of Graco equipment with structures accessories equipment or materials not supplied by Graco or the improper design manufacture installation operation or maintenance of structures accessories equipment or materials not supplied by Graco This warranty is conditioned upon the prepaid return of the equipment claimed to be defective to an authorized Graco distributor for verification of the claimed defect If the claimed defect is verified Graco will repair or replace free of charge any defective parts The equipment will be returned to the original purchaser transportation prepaid If inspection of the equipment does not disclose any defect in material or workmanship repairs will be made at a reason
23. the negligence of Graco or otherwise FOR GRACO CANADA CUSTOMERS The parties acknowledge that they have required that the present document as well as all documents notices and legal proceedings entered into given or instituted pursuant hereto or relating directly or indirectly hereto be drawn up in English Les parties reconnaissent avoir convenu que la r daction du pr sente document sera en Anglais ainsi que tous documents avis et proc dures judiciaires ex cut s donn s ou intent s la suite de ou en rapport directement ou indirectement avec les procedures concern es Graco Information For the latest information about Graco products visit www graco com TO PLACE AN ORDER contact your Graco distributor or call to identify the nearest distributor Phone 612 623 6928 or Toll Free 1 800 533 9655 Fax 612 378 3590 All written and visual data contained in this document reflects the latest product information available at the time of publication Graco reserves the right to make changes at any time without notice For patent information see www graco comvpatents Original instructions This manual contains English MM 313112 Graco Headquarters Minneapolis International Offices Belgium China Japan Korea GRACO INC AND SUBSIDIARIES P O BOX 1441 MINNEAPOLIS MN 55440 1441 USA Copyright 2009 Graco Inc All Graco manufacturing locations are registered to ISO 9001 WWW graco com Revised July 2012
24. 39 Information Panel Device Group Status 41 Global Workorders LLL 41 System Administrator Setup Screens 48 System Administrator Setup Screens 49 General Setup Information 49 System Defaults 0 0 0 0 0 0 eee 50 EVON nacionis t e aa a So west a cp ris d 57 Cohlact IDIO 2 5 34 25 gate het ee ee eS 59 User Interface Setup lus 61 Dispense Note Fields 63 Setup Screens x ua uu saeco tie Mec gra Roca arate es RR 64 SOS ees A sec oae eiat acd ou dbase mires 65 Primary Clients llle 68 Transceivers s c Sc iR REOR pet E ed weo o CORN ae we Gs T1 FIUS M PT 77 TaNKS saesae blo AAA 79 Device Registration and Profiles 83 Tank Level Monitor TLM 84 Pump Air Control PAC lus 89 Meters uus es ARCU NOR a RS 92 Introduction System Layout 2 4 tempo eade 97 E Malla o rp SOROS Bs SE EC ERES 103 Vehicle Inventory 0 00 eee ees 111 nup 5 mem 116 Matrix Interface to Business System 117 Matrix Interface Configuration 118 Meter Setup 0 0 0 eee eee 120 Interface Server 00 00 c eee 121 XML Message Formats 122 Matrix Validation Request 123 Matrix Validation Response 124 MatrixPostingRequest 126 MatrixPostingResponse 128
25. Click NEXT to continue software installation and advance to the InstallShield Wizard for Matrix3 FIG 7 Click The BACK button to return to a previous installation screen or CANCEL to end the software installation Matrix3 InstallShield Wizard E Choose Destination Location Select folder where setup will install files Setup will install Matrisa in the following Folder To install to this folder click Mest To install to a different folder click Browse and select another tolder Destination Folder C Program FilessGraco sMatrix3 Installshield FIG 6 9 Click NEXT The InstallShield Wizard for Matrix3 begins the installation FIG 7 Matrix3 InstallShield Wizard t3 Welcome to the InstallShield Wizard for Matix The InstallShield Wizard will install Matrisa on pour computer To continue click Next FIG 7 17 Installation 10 When the Matrix Database setup screen FIG 8 displays select NEXT to start the Database setup Matrix3 InstallShield Wizard E3 Matrix Database This step will install and configure the Matrix Database Matrix Database The Matrix database contains the system s configuration and all data generated by the system Click continue to set up the database Fic 8 11 The system configures the Matrix Database When the Matrix Transceiver screen shown in FIG 9 dis plays select NEXT to start the Transceiver Driver installation Matrix3 InstallShield Wizard
26. Connect the Server Primary Client PC and monitor to the battery back up receptacles on the Unin terrupted Power Supply UPS not the surge protection side Use the surge protection side for PC peripherals i e printer scanners e Configure the UPS software For complete UPS setup information see manufacturer s instruction manual in the UPS box 3 Install Matrix Software to User PC load Matrix software to end user PC It will automatically decompress 4 Import Matrix User Parameters from Media import the data to the PC from the CD or USB jump drive you created in Step 8 on page 9 e Locate and Connect Transceiver s to PC locate Transceivers in shop temporarily using dou ble faced tape Connect the Transceiver s to the PC using RS422 cable Graco recommends transceiver s be located in a central location to the Matrix components in the main body of the shop 5 Perform Meter RF Test After each meter is programmed send a test dispense and verify it arrives at the meter dispense information screen with its intended meter name 6 Install Meters be sure to follow installation instructions e Do not wet out a meter until RF is verified T Perform TLM RF Test after installing each TLM push Display button to insure proper communica tion to the transceiver Install TLMs fluid tank should be level Install PAC if used be sure to follow installation instructions 10 Train Personnel ensure that all personnel
27. Eide Inventory i Ge Interface Reports wow JL PIN Activity 0 i a Email History i a Current Tank Volur i a Tank Reading Hist i i Dispense History i System Configurat s Run Report 2 Timestamp Mar 23 2009 11 08 38 AM TLM Configured with profile Vertical Tank 1 Mar 23 2009 11 08 36 AM Invalid Tank Reading 03000013 Mar 23 2009 10 49 10 AM Connected 04000077 10 82 131 53 Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 47 18 AM Transceiver Connected 04000077 10 82 131 53_ ser Logged In matrix Mar 23 2009 11 18 52 AM FIG 202 158 Report Name Assigned name given to the report This name will appear on the top of the report Output Format PDF CSV Type of format for file that will be generated when you select RUN HEPORT button Date Range Start End or choose range Specifies beginning and end dates covered by the report Available predefined range choices include Today V Yesterday V Last 5 days V Last 7 days V Last 30 days Month to date V Year to date Run Report Button Generates report in output file format Setup Screens PRA Activity Report Example Matrix v Matik PRA Activity Report 2009 03 27 Timestamp Request Status Meter Name 3 27 09 8 38 AM Approved METER 53 3 27 09 8 40 AM Approved METER 53 3 27 09 8 41 AM Denied METER 53 3 27 09 8 41 AM Approved METER 53 3 27 09 8 41 AM Approved METER 51 3
28. Firewall Configure the Wind UN Tecwork Setup or add to a FIG 24 2 If not already selected click Exceptions Tab to display contents FIG 25 8 Windows Eirev Windows Firewall is turned off Your network administrator is using Group Policy to control these settings Programs and Services Name Group Policy File and Printer Sharing 5 5 No Remote Assistance No v v SMC Service No SNAC Service No Symantec Email No v O ir a aa Display a notification when Windows Firewall blocks a program irf ub mum em niaba ab RIA iium rmm ma 7 FIG 25 3 Click Add Port button FiG 25 4 n Dialog Box that displays enter the following information e Name Use appropriate name for the port i e Matrix3 MSG Port 2000 e Port Number Create an exception for the following list in this field 20000 MSE 20002 Client Y 20003 Xovr Server Y 20005 Firmware Update Tool 20006 Database 27 Installation 5 Select TCP 6 Click OK button to save your changes Checking Vista Firewall 1 28 Click on Start Control Pane Then select Windows Firewall FiG 26 B Lis Symantec Insta Il NIS Internet Internet Explorer igi Microsoft Office Outlook a Welcome Center M Matrix 3 Client Pie Back 2 Microsoft Office Word 2007 gt Windows Media Player E Small Business Resources System Upd
29. ID Assignment screen shown in FIG 114 displays From the list of registered Pump Air Controls select a PAC from the list Click OK to close the screen and save the changes A complete description of the PAC registration procedure is provided in the Pump Air Control instruction manual Instructions are also provided in the How to Register a Pump Air Control section in Appendix A of this manual on page 199 PAC Profile ID Assignment Select From registered pump air contrals Registered PACS Fic 114 5 The PAC ID number displays in the PAC ID field FiG 115 Click OK to close the screen and save the changes Add PAC Profile PAC Mame test 7 Link PACID 02000002 l Fic 115 Notice the Link button in FiG 115 is no longer active and instead an Unlink button is active Clicking the Unlink button breaks the association between the PAC and the Matrix PC 90 Setup Screens 6 The Linked PAC appears on the main screen as shown in FIG 116 M Matrix 3 0 Total Fluid Management System BAX Matrix GoTo ay Cee I pac Profile test 02006655 TOTAL FLUID MANAGEMENT SYSTEM PAC Name PAC ID of Users i de Primary Clients pos 02006655 i Transceivers i Fluids Tanks i B Tank Level Monitors Pump Air Controls i P Meters i G System Layout i g Email oo Vehicle Inventory i Interface e wi Reports Fic 116 7 To modify the name of
30. IP Address 207 109 69 78 DMS Host Port Number Group Name GRACODEY Employee Number 25 Bulk Fluids Managed Sold By Number of Posting Retries 3 Posting Retry Interval 30 seconds 168 DMS Host name or IP Address The DMS host name or IP address This is provided by the dealer s IS person DMS Host Port Number The fixed port number used by the DMS to communicate with Matrix Always 10224 Group Name Defined by Graco and is customer specific Employee Number Required by the interface for both Parts or Service to post charges to the RO The dealer can use an individuals number or create a dedicated number for Matrix This is not configu rable from RO to RO Bulk Fluids Managed Sold By Drop down list that allows you to choose the method of bulk fluid management the dealership will use either Parts or Service Other interface specific setup screens are defined by the selection made in this field Number of Posting Entries Number of times system will try to post a dispense before it gives up Recommend number of retries 1 10 Posting Retry Interval Amount of time the system waits before retrying to post a dispense Click OK to close the screen and save the changes Notice the new meter is added to the list of meters in the Matrix system Setup Screens Fluid Pricing The Matrix ADP Interface can calculate a fluid charge based on unit pricing or menu pricing e Unit pricing Charge is determined by the num
31. MSE when change my Hostname from localhost to the PC name or IP address A The PC name can only have ASCII characters a z 0 9 and hyphen The hyphen can t be at the beginning or end or the PC name Q When am changing the system layout and click OK why do get the following messages Unable to save object s and the message from the Matrix Service Engine An error occurred while processing request A User should not make modification to the system layout when system is in use Only make modifica tions when there are no active dispenses Problem Symantic Endpoint Protection SEP is interfering with Matrix setup Error Code 3177 Solution A a Try to disable SEP or turn it off for the duration of the Matrix setup process b Then install Matrix as normal c When complete enable SEP before rebooting Computer Solution B f you cannot disable SEP a When you get to the point of installing the Matrix Transceiver drivers click Next to proceed as you usually would The driver installation file will attempt to run It will fail b Amessage from Windows will appear asking if you want to send an error report to Microsoft Click Don t Send and complete the Matrix installation c When finished Reboot the PC d Asthe PC begins to start up again press the F8 key to access the Windows setup menu options e Choose Safe Mode with Networking This will launch Windows without enabling SEP Note You will probably h
32. Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action ads the part to the Work Order To remove a Selected Part from the column highlight the part and click the Left direction arrow e Override Validation Check Box When checked Validation is required before adding the Work Order the Meter s work queue 4 Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen 184 Work Orders If Override Validation is checked clicking the OK button sends the Work Order to the Meter s Work Order queue and a new line appears in the Work Order Queue area of the screen Adding Global Work Orders to the Meter 1 In the System Administrator Defined Groups area of the Matrix Main Screen A select the meter you are sending the Work Order to FIG 230 Note If the user enters a work order at the meter and it is in the Global Work Order queue the system will move it to that meter s Work Order queue automatically Matrix 3 0 Total Fluid Management System Matrix TOTAL FLUID MANAGEMENT SYSTEM B Mii METER 1 fluidi Building A Last Reported Status Activated Meter inactive 2 ETE Preset Amount 4 Quarts tankl Work Order No workorder assigned Job
33. Pro ENGINEER Versi wen Itrail txt 58 10KB Pro ENGINEER Versi ka Share this Folder E trail txt 59 1 390KB Pro ENGINEER Versi fa trail txt 60 1 655 KB Pro ENGINEER Versi Other Places mouet 525 KB Pro ENGINEER eius H trail txt 62 1 640 KB ProfENGINEER Versi X My Computer H trail txt 63 174 KB ProJENGINEER Versi E My Network Places E trail txt 64 187KB ProjENGINEER Versi H trail txt 65 324 KB Pro ENGINEER Versi a trail txt 66 54 KB Pro ENGINEER Versi Details Y H trail txt 67 1KB Pro ENGINEER Versi H trail txt 68 713KB Pro ENGINEER Versi trail txt 69 33KB Pro ENGINEER Versi Ta trail txt 70 11KB Pro ENGINEER Versi Ta trail txt 71 15 KB Pro ENGINEER Versi lira 51KB Pro ENGINEER Versi 12 KB Microsoft Excel Com Date Modified 1 21 2009 11 25 AM 2 10 2009 2 30 PM 2 11 2009 8 05 AM 2 16 2009 10 36 AM 2 16 2009 3 06 PM 2 17 2009 9 33 AM 2 19 2009 2 10 PM 2 19 2009 4 09 PM 2 20 2009 12 09 PM 3 2 2009 11 18 AM 3 3 2009 12 09 PM 3 5 2009 9 46 AM 3 9 2009 9 51 AM 3 10 2009 8 03 AM 3 10 2009 9 33 AM 3 10 2009 1 57 PM 3 10 2009 2 24 PM 3 11 2009 11 19 AM 3 12 2009 3 22 PM 3 18 2009 11 16 AM 3 20 2009 8 00 AM 3 26 2009 9 27 AM 3 26 2009 9 37 AM 3 26 2009 9 40 AM 3 26 2009 9 47 AM 3 26 2009 10 18 AM 10 13 2008 9 55 AM 5 Select the file from the list Click the OK button to close the screen and import the list Vehicle Inventory csv Format Example Sections A B and C in FIG 15
34. Screens Modifying Transceiver Information 1 Matrix 3 0 Jiotall gatur Management System When a transceiver is plugged into the PC USB port it automatically is added to the top of the list and assigned the first available Transceiver ID number as shown in Fic 86 Unplugging or powering down the transceiver will not cause transceiver to disappear from the list of transceivers although either operation will cause communication over that device to stop immediately NOTE Graco recommends unplugging the transceivers USB cable or power cable Then pause for approximately 5 seconds before plugging it back in When plugged in and powered up the current network ID and the transceiver ID assigned to that trans ceiver will be loaded into the transceiver and the transceiver ID will display on the transceiver Any changes to the transceiver or to the network ID will cause the transceiver to reload its configuration set tings During this reload process communication to system components will be disrupted GOST Vm Matrix System 9 Users i cJ Primary Clients Fluids i Tanks G Tank Level Monitors E Pump Air Controls oU C Meters i E System Layout E Email lt Vehicle Inventory E E Reports FIG 86 73 Jt Matrix Maintain Transceivers 1 Network ID Modify Network ID Modify Network ID ID US SB ID O400000F Matrixconsole 10 82 131 46 4000010 TIET 10 82 131 46
35. Tank Mame Vertical Tank 1 Battery Warning Level 5 Yo i Inches Fluid Full Height H1 Fluid Full to Bottom af o Indies Extension Tube H2 Reading Schedule Select a schedule of up to ten monitor readings per day Choose ane reading per day For maximum battery life 6 00 A M C 6 00 P M 7 00 A M 8 00 A M 93 00 A M 10 00 A M 11 00 A M 12 00 P M 1 00 F M 2 00 F M 3 00 F M 7 00 P M 8 00 P M 8 00 P M 10 00 P M 11 00 P M 1 00 A M 2 00 A M 3 00 A M 4 00 F M 5 00 P M 4 00 A M 5 00 A M Fic 108 e TLM ID 1 Set the TLM dipswitches and register it with the PC See the TLM instruction manual for complete instructions 2 On the PC screen shown in FIG 108 select the Link button and from the drop down list select the TLM you are creating this profile for This will link the TLM to the Matrix PC and enable communica tion between the two devices in the system After clicking the Link button the Link button in FiG 108 will no longer be active and instead an Unlink button is active Clicking the Unlink button breaks the association between this TLM and the Matrix PC e Tank Name from the drop down list select the tank the TLM is measuring This list is created from the information provided on the Tanks screen described on page 79 e Fluid The Fluid profile is associated to t
36. Terms page 205 Matrix 3 includes a c above and the following additional features d Source Type Origination source of RO when it was entered into the system Valve will equal METER or CLIENT e Source Name Identifies origination source of RO When entered at a meter source name will be equal to unique meter ID i e 01005086 When entered at the PC Source Name will be blank XML element will look the following lt SourceName gt f Requester User that entered the workorder Value will be equal to the User Name Field entered in the User Setup Screen If entered at a meter in System Monitoring mode field will be blank XML element will look like the following Requestor g ValidationTimestamp Order is specific Year month in year day in month Followed by hour in day 0 23 minutes in hour seconds in minute Finally milliseconds and RFC822 time zone yyyy mm dd T HH mm ss SSSZ 123 Setup Screens Usage The purpose of this message is to ensure the validity of the work order entered into the Matrix system The interface confirms e the work order exists in the business system e the work order is still open e the work order status allows additional charges parts to be added to it The interface must respond with a MatrixValidationResponse message The MatrixValidationResponse message allows or disallows fluid to be dispensed in the Matrix system Matrix will send this message to the interface each time a
37. account Allow service to interact with desktop fou can enable or disable this service for the hardware profiles listed below Hardware Profile Service Profile 1 Enabled FIG 57 53 System Administrator Setup Screens f Select This Account a FiG 58 g Click the Browse button b FIG 58 Matrix Service Engine Properties Local Computer EE General Log Un Recovery D ependencies Log on as Local System mae MN b a 0 mH fou can enable or disable this service for the hardware profiles listed below Hardware Profile Service Profile 1 Enabled FIG 58 h The dialog box shown in Fic 59 displays In the Enter the object name to select field type your user name Then click the Check Names button Select User Select this object type User or Built in security principal Object Types From this location Enter the object name to select exaniples Thomas D Herbert qutdh G msp grace cam Check Names B FiG 59 e fthe computer cannot find the user name the error message shown in FIG 60 page 55 displays Continue with step j e fthe name provided is found the screen shown in FIG 58 displays again Provide the password for your computer In the Confirm password field type exactly the same password again 54 System Administrator Setup Screens i Click the Apply button to apply the changes and then the OK bu
38. ak J This operation will remove all vehicles and import the new vehicles in the file Are you sure you want to continue Yes FIG 157 3 If you want to proceed with importing a list of vehicles click the Yes button If you do not want to import the vehicle list click the NO button 4 After clicking the Yes button the PC switches to the Windows environment to search for your file In the example shown in FiG 158 My Documents pops up and the CSV file containing the file XYZ Fleet Inventory is shown 114 Setup Screens Depending on the way Windows is setup on your operating system you may have to access a drive through My Computer to find the file lt Local Disk C FiG 158 File Edit View Favorites Tools Help Back 2 pe Search li Folders x Address Ca Mame Size Type o Ta trail txt 47 19 KB Pro ENGINEER Versi e Hide Ew conbents of this trail txt 48 11 KB Pro ENGINEER Versi dius H trail txt 49 12KB Pro ENGINEER Versi D Add or remove programs E 59 KB Pro ENGINEER Versi pe Search for files or Folders de 34 KB Pro ENGINEER Tes an trail txt 52 25KB Pro ENGINEER Versi H trail txt 53 SKB Pro ENGINEER Versi File and Folder Tasks A Ta trail txt 54 53KB Pro ENGINEER Versi 3 trail txt 55 11KB Pro ENGINEER Versi EI Make a new folder trail txt 56 58KB Pro ENGINEER Versi Publish this Folder to the trail txt 57 174KB
39. amount Rounding will occur only for the purposes of billing for the fluid Matrix will always keep track of the exact amount dispensed Matrix Reports can be used to compare dispense history of dispensed fluid amounts to billed fluid amounts The pricing within the DMS for a given fluid part number can be overwritten with pricing entered in the interface The interface can accommodate unconventional billing units for fluid i e tenths of units instead of pints quarts gallons or liters 4 Bulk Fluid Service Setup Microsoft Internet Explorer provided by Graco Inc Seles Unit Pricing for 5W 30 Unit Pricing Configuration Edit Current Setting Adjusted Volume No Adjustment Default Labor Type Brane Pesmipiion The actual dispense amount amp fluid name will be appended to this description when the lube charge is applied to the RO Enable Menu Pricing Configure Menus Cancel amp J Local intranet 184 Unit Pricing Example Service Unit Cost and Sale User provides the Unit Cost Sale price and from the drop down box selects the accounting units for this fluid Adjusted Volume Drop down box provides the option to make No Adjustment Always Round Up Always Round Down or Always Round to the Nearest Oil Dispense Amount Unless the No Adjustment option is chosen the dispense volume can be adjusted To Next Whole Number X 0 or To Tenths X X Charge Type Drop down box provides the following charge options Lube S
40. beginning on page 65 Hide Display Arrows The Main Application Window can be customized to hide the System Layout Panel and System Event Log sections of the screen if you do not want to display them To hide these panels click the Hide Display arrows shown in illustration A in FIG 41 below Illustration B in FIG 41 shows how the screen appears when the System layout Panel is hidden To display the panel again use your mouse to move the cursor over the arrow pointing to the right and click the left mouse button once The full System Layout Panel once again displays on the screen Language Jatrix System Dispense Notes Mate Title Tinestamp Evenl Jul 15 2008 9 53 22 AM Client q 1 3 LIL I ma 1 adu Clan a 40 B Matrix 3 0 motal kiud Management system Go To Language TOTAL FLUID MANAGEMENT SYSTEM i iy Dispenses Tank Levels Ny ending Dispenses Meter Name r Hide Display Arrow Note Matrix System Completed D Panel is now hidden Meter Name Dispense Notes Note Title Timestamp Event Detail Device Locatia Jul 16 2008 9 57 05 AM Client connected MatrixConsole Jul 16 2008 9 55 39 AM Client disconnected MatrixConsole Jul 16 2008 9 53 22 AM Client connected IMatrixConsole Jul 16 2008 8 37 05 AM Client disconnected IMatrixConsole 7 3 le Software Overview Information Panel Device Group Status
41. cannot be zero Menu Pricing Scenario 1 FiG 192 M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Menu Description Menu 1 Dispense Volume Range Min 4 10 Line Labor Type None Date Range Start 01 01 2009 End 12 31 2009 hal Time Range Start 8 00 AM z End 3 00 PM hal Max 6 70 xj Schedule Weekly Mon Fri v Mandatory fields are displayed in red Quarts x 1 0000 M Menu Pricing Dialog Menu Criteria Fluid Pricing oil Filter Pricing Other Nonfluid Parts Unit Cost 10 00 Lube Charge Calc Total Charge Description vj Unit Sale 15 00 Charge Type Lube Mandatory Fields are displayed in red FiG 192 Service Menu Criteria Menu Fluid Pricing v A dealership wants all dispenses of this fluid that occur between 8am and 3pm Monday through Friday and fall into the range 4 1 6 70 quarts to be charged with a 10 cost and 15 sale price The labor type used for the lube charge will match the labor type of the line In this scenario if the labor type of the line is a warranty labor type and the user did not specify a labor type when entering the repair order into Matrix the Failure Code field for this lube charge in ADP will be blank In this specific case Matrix will not prompt for a Failure Code 148 Setup Screens Menu Pricing Scenario 2 Fia 193 M Menu P
42. choose range Specifies beginning and end dates covered by the report Available predefined range choices include V Today V Yesterday V Last 5 days V Last 7 days V Last 30 days Month to date V Year to date e Run Report Button Generates report in output file format 160 Setup Screens Email History Report Example Matrix Email History Report 2009 03 27 Sent Time SentTo Subject Glatus Body 27 03 2009 9 00 AM rriesing 2graco com Tank Volume Report OK Matrix 3 e mail notification generated at Fri Mar 27 09 00 00 CDT 2009 Larry Jeutter 123456 North Blvd St Pau MN J and J Oil 454 232 4323 123 456 890 TANK FLUID TYPE MAX VOLUME CURRENT VOLUME TIMESTAMP Tank 1 10W 30 55 00 5 74 03 27 2009 08 42 30 Tank 3 80w 90 55 00 19 85 03 27 2009 08 45 18 Tank 4 80w 90 55 00 19 47 03 27 2009 08 37 35 3 27 09 9 05 AM Page 1 ofi Fic 205 161 Setup Screens e Current Tank Volumes Fic 206 M Matrix 3 0 Total Fluid Management System Loe Matrix Go To TOTAL FLUID MANAGEMENT SYSTEM a Un Matrix System Current Tank Volumes Report Report Name zB j c ner cenis Output Format PDF csv i Transceivers Fluids Sort Order Available Fields QR Tanks Fluid i Tank Level Monitors Tank Name z Pump Air Controls E Reports DH PIN Activity PRA Activity cy Email History cy Tank Reading Hist i cy Dispense Histor
43. date year and time that the tank level reading took place e Tank Name displays each fluid storage tank in use with the Matrix system and the numbers or labels that are assigned to them e Fluid displays the type of fluid stored in the tank e Level displays the total amount of fluid e Battery displays the amount of battery life remaining 44 Software Overview The Activity table provides the tank level status activity for all tanks in the system Use mouse to select a Tank on the Tank Levels portion of the screen In the History section of the screen a record of events related to that tank and the times for those events are displayed If Tank Level Monitors are used in the sys tem TLM readings are recorded If TLM s are not used in the Matrix system only manual adjustments are displayed see Tanks setup screens page 79 M Matrix 3 0 Total Fluid Management System Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Global Workorders Dispenses Tank Levels Tank Levels Matrix System i Vm Group 1 C cylinder Tank 1 Fluid 10 40 Oil 2 0 Obround Tank 1 1 GL1 log i Vertical Tank 1 Mar 23 2009 10 56 19 AM rade ank 1 10wj40 0il 0 Gallons EM Mar 23 2009 10 55 16 AM Cylinder Tank 1 0 Gallons 0 i Vertical Tank2 je src n Pd METER 1 Timestamp vel etail Device Location Mar 26 2009 10 29 15 AM Trans
44. e mail events you created are shown in the E Mail Schedule portion on the main E Mail Configura tion screen as shown in FIG 144 Matrix 3 0 Total Fluid Management System Sak Matrix gt GoTo TOTAL FLUID MANAGEMENT SYSTEM GRACO Vm Matrix System E mail Configuration From E mail Address d Sx SMTP Server d Primary Clients SMTP Port 0 i Transceivers Use Authentication No i Fluids Username i Password i ESA 2 Tanks Edit Configuration Test Configuration E Tank Level Monitors bee E Pump Air Controls i EM Meters fovea H System Layout dem _ poe Vehicle Inventory Fic 144 y Missed Tank Reading Report Missed Reading a Tank Volume Report tank volume Edit Schedule Button To modify an e mail event 1 Highlight the e mail event you want to modify and click the Edit Schedule button shown in FIG 145 E mail Schedule Tank Volume Report Missed Reading Tank Volume Report tank volume gt a Schedule Delete Schedule a Fic 145 2 The E Mail Schedule screen shown in FIG 141 on page 107 displays When you have finished making changes click OK button to close the screen and save the changes 109 Setup Screens Delete Schedule Button To delete an e mail event highlight the e mail event you want to delete and click the Delete Schedule but ton shown in FiG 146 After you click the Delete Schedule button the item is remov
45. end of dispense Q When launch the Matrix Client by double clicking the icon on the desktop nothing comes up and no error message is displayed A If you don t have enough system memory this will happen not only for the Matrix Client PC but also for the Matrix Server Make sure you meet the computer memory RAM specifications as defined in the software user manual Q When launch the Matrix Client after starting up my PC get a message that says Unable to send message to MSE A The Matrix Client software must be able to connect to the Matrix Server when it starts up If for any reason it cannot it ll display this message You may find that sometimes it will run by simply dou ble clicking the icon again because the Server was given a bit more time to get running Q Unplugging or powering down the Transceiver will cause communication over the device to stop immediately How is this communication reestablished A Graco recommends unplugging the transceivers USB cable or power cable Then pause for approx imately 5 seconds before plugging it back in again Transceiver setup instructions are provided on page 71 Frequently Asked Questions FAQ 10 11 12 13 190 Q Why did my Work Order disappear from the Work Order Queue A The meter might have received a new profile After the meter receives a new profile the Work Order Queue is cleaned out Q Why does the Matrix Client say Unable to send message to
46. first of these fields will be displayed in the meter dispense history tables 63 SECTION Setup Screens Setup Screens essay tinLitl T L FIG 72 The Users screen shown in FIG 73 displays a list of users entered into the system It is used to add new users and when required to set the user s security level PIN numbers and Passwords M Matrix 3 0 Total Fluid Management System Matrix TOTAL FLUID MANAGEMENT SYSTEM a User Name Security Level Real Name 2 i a Transceivers b Fluids Tank Level Monitors E Pump Air Controls bes Meters i pa System Layout fam Email Modfy Delete Timestamp Event Detail Device Location Mar 23 2009 10 20 34 AM Client connected Console eee Mar 23 2009 10 19 35 AM Matrix started o Matrix Service Engine Matrix System er Logged In matrix Mar 23 2009 10 26 10 4M FIG 73 65 Setup Screens 2 Select the Add New button 3 he Edit User screen shown in FIG 74 displays This screen is used to provide the User s Name PIN Personal ID Number Security Level Real Name optional and when needed a Password FIG 74 66 User Name PIN Security Level Real Name Password Confirm Password User Name system wide unique user name If a user will have Work Orders or Administrator security level it is convenient to have a short easily remembered user name since i
47. here will apply to each part number selected from the Oil Filters category when entering a work order at the PC Preselected Oil Filter Sale Price Mandatory Fields are displayed in red Fic 190 e Preselected Oil Filter Sale Price When a value is specified pricing will over ride DMS pricing When an oil filter is added to an RO user is required to specify an oil filter parts category in the Non fluid Parts Tab 147 Setup Screens Other Non Fluid Parts M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter ricing Other Nonfluid Parts Optional Configure up to three part numbers that are added to the work order each time this menu is used Part Number 1 None Selected v 2 None Selected wi 3 None Selected vi Quantity Sale Price Mandatory fields are displayed in red FiG 191 Provides fields to configure up to three non fluid parts a quantity for each and a sale price that can be added to the RO automatically whenever this menu is used e Part number The ADP part number of a single unit of this non fluid part e Quantity Specified amount of the specific part Leaving the quantity blank is the same as specifying a zero quantity the part will not be added to the RO e Sale Price If a Sale Price is specified it will override the pricing structure on the DMS If the Sale Price field is left blank the DMS price is used The sale price
48. is OK for all trans ceivers to be assigned the same Primary Client or for each transceiver to have its own Primary Client Pe SARE T qug USE ID 04000010 Primary Client Matrix Console Matrix Console atrixPCl atrix PEZ OE FIG 91 The drop down menu contains a list of all Primary Clients that have been added to the Matrix System on the Primary Clients screen page 68 Select the Primary Client from the list Click OK to close the screen and save the changes The updated Primary Client Profile displays in the Primary Client field as shown in FIG 92 wd Management system Me TOTAL FLUID Maintain Transceivers 1 Network ID Modify Network ID Transceiver ID USB ID Primary Client Installed Client lam O400000F MatrixConsole 10 652 131 46 1 6 4n00010 MatrixConsole 10 82 131 46 FIG 92 8 76 To completely remove a Transceiver from the list highlight the Transceiver on the main Transceivers screen Click the Delete button The Transceiver is then permanently deleted from the system If the transceiver is powered down or unplugged from PC and then powered back up or plugged in the transceiver will again appear in the transceiver list Setup Screens Fluids 1 Select Fluids from the list on the Matrix System Panel Fic 93 The screen shown in FIG 94 displays a list of fluids that are entered into the system It is used to add edit or remove a fluid from the sys
49. list that displays on the meter screen The PC tracks the fluid dispensed with this work order number A complete description of the Work Orders can be found in the Matrix 15 Meter instruction manual 313046 and in the Assigning Work Orders at the PC section of this manual beginning on page 171 e No the meter will not use work orders Fluid dispenses will only be tracked by the meter Depending on which security type is selected there may be some meter PC interaction that hap pens to be able to dispense fluid this setting only specifies whether the dispensed fluid is tracked by a work order Work Order Entry at Meter Choose Yes or No from drop down list This parameter is only selectable if Use Works Orders is Yes e Yes enter a work order on the meter keypad With this setting work orders can be sent from the PC or entered at the meter e No work orders cannot be entered at the meter they can only be sent from the PC Interface Validation Choose Yes or No from drop down list e Yes Allows third party software such as ADP and Reynolds amp Reynolds to interface with Matrix operating system e No Does not allow third party software including ADP and Reynolds amp Reynolds to interface with Matrix operating system Use Vehicle ID Choose Yes or No from drop down list When Yes is selected the vehicles identifica tion number i e VIN is used to identify which vehicle received the fluid dispense 40 characters max
50. of this component 1 53 99 MB of space required on the C drive 60836 91 MB of space available on the C drive Fic 15 8 Chose the Destination Location The default is C Program Files Graco Matrix3 Click the Browse but ton shown in FIG 16 to select a different location 9 Click NEXT to continue software installation and advance to the InstallSheild Wizard for Matrix3 FIG 16 Click The BACK button to return to a previous installation screen or CANCEL to end the software installation Matrix3 InstallShield Wizard Choose Destination Location Select folder where setup will install files Setup will install Matrix3 in the following folder To install to this folder click Next To install to a different folder click Browse and select another folder Destination Folder C Program Files Graco Matrix3 FIG 16 22 Installation 10 Click NEXT The InstallShield Wizard for Matrix3 begins the installation FiG 17 Matrix3 InstallShield Wizard Welcome to the InstallShield Wizard for Matrix The InstallShield Wizard wall install M atri3 an your computer To continue click Next FIG 17 11 For a Custom installation you will be prompted to provide the Host Name or IP address of the Matrix server on the screen shown in FIG 18 Matrix3 InstallShield Wizard Enter Text Please enter information in the field below Please enter the host name or IP address of the Matrix database server
51. provide either an audible or visual signal or both The DISPLAY check box does not affect whether or not an event appears on the bottom of the screen in the system Event Log events will always appear there The check box only determines whether a pop up display windowing showing the event should be generated when the event occurs In this view the screen appears in a Read Only format Click the Modify button to make changes to the fields on this screen M Matrix 3 0 Total Fluid Management System Lice Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Un Matrix System M System Defaults Events Contact Information User Interface Setup Dispense Note Fields EU o ey i d Users Enable Audible Events da Primary Clients Tank Level Monitor Events yg Transceivers Event Missed Scheduled Reading TLM Battery Low TLM Communication Failure TLM Configured with profile pen B Tank Level Monitors Tank Level High E Pump Air Controls Invalid Tank Reading D AY Lac Audible Fluids Meter Events Dispense Completed Dispense Started 899 Vehicle Inventory Meter Batteries Inserted Meter Battery Low E Interface Meter Batteries Removed E Reports Meter Communication Failure Lsd TI ma as PI rD General System Events Event Client connected Client disconnected E mail communication error Work order Failed external posting Work order Failed external validation External
52. system communication Failed C n y um Timestamp Event Detail D Mar 23 2009 10 20 34 AM Client connected Po fMatrixConsole O O Mar 23 2009 10 19 35 AM Matrix started o Matrix Service Engine Matrix System ce ser Logged In matrix Mar 23 2009 10 22 42 AM FIG 63 57 System Administrator Setup Screens Selecting DISPLAY Events Click the modify button to display the Events change screen shown in FIG 64 The green check boxes in the DISPLAY column indicate the events selected for visual notification when an alarm event occurs In this mode any box in the DISPLAY column can be checked or unchecked Boxes that are not checked will not provide a visual alarm when an alarm event occurs related to that item In this mode AUDIBLE alarms cannot be modified Events Tank Level Monitor Events OOOO II Event Audble Display Missed ScheduledReading SS TLM Battery Low o RYE TU Communication Faure F TLM Configured with profile f EBRD Meter Events Event Audible Display Dispense Completed OOOO O OO i DspmeSted E 1 LH MeterBateryLow L Meter Communication Failure ssi 00 l1 o nera System Events E E Event Audible Display Girt decane 7 IN FF E mail communication error Work order Failed external posting Fic 64 Enable Audible Events To enable the Audible Events co
53. tank level monitor has its internal dipswitch settings set to the proper Network ID and Trans ceiver ID settings These settings must match those of the transceiver it must communicate with 2 Press and hold the Display button on the front of the TLM Hold the button down until the word REG ISTER MODE appears on the screen 3 The TLM attempts to send a registration message to the PC via the transceiver 4 f successfully registered the TLM displays REGISTER COMPLETE 198 Appendix A How to Register a Pump Air Control PAC Also see Pump Air Control instruction manual 1 2 199 With the PAC powered up make sure the Mode setting is Matrix If the Net ID and Trans ID numbers are not flashing press and hold the Net ID button so that the PAC cycles through the available network ID numbers stop on the desired Network ID Repeat for the Trans ID Now both numbers should be flashing and should match the settings of the target transceiver Press and hold both Net ID and Trans ID buttons simultaneously Hold them for several seconds until both flash once This one flash indicates when the PAC sends its registration message to the PC via the transceiver Appendix A How to Register a Meter Also see Matrix 15 instruction manual 1 Navigate to the utilities screen 2 Select Register 3 Enter the Network ID and Transceiver ID for the transceiver this meter communicates with 4 Select RE
54. tim ing constraints are met If a menu applies that menu s configuration is used to apply charges to that RO If no menu is found unit pricing applies The unit pricing configuration described here is used by the interface as follows 1 Fluid is dispensed by a meter in the Matrix system The interface is enabled both globally see Gen eral Settings on ADP Interface Setup screen page 131 and for this particular meter see the meter s setup page 92 The meter reports the exact dispense amount to the Matrix PC which records the dispense activity and triggers the interface to post the appropriate charge to the RO The interface compares the units of measure programmed into the meter with the accounting units If they do not match the actual dispense volume is converted to accounting units If the custom unit multiplier is not 1 0 the converted dispense volume is multiplied by the custom unit multiplier The adjusted volume is determined by taking the results from step 3 or 4 depending on whether a cus tom unit multiplier was used or not and rounding up down or to the nearest next whole number Assuming menu pricing is not enabled the adjusted volume is the number used for quantity when posting this fluid s part number to the RO The sale price for this part number may or may not be spec ified if it is it overrides the pricing structure on the DMS Typical Unit Pricing Scenarios in Parts Unit Pricing Scenario 1 FIG 1
55. to add Entered shown under the Available Columns heading to the Display Columns group select Entered on the list with the mouse and then click the right pointing arrow between the two columns Entered is then moved to the Display Columns and becomes a displayed field on the User Interface Table you are configuring in this FIG 69 example the Completed Dispenses table As a second example if you want to remove Job Code shown under the Display Columns heading use the mouse to select it and then click the left pointing arrow between the Display Columns column and the Available Columns column Job Codes is then removed from the Display Columns and is no longer a part of the User Interface Table you are configuring Finally if you want to add Battery to the Sort Columns column use the right pointing arrow to add it to the list e Display Order drag and drop Displays the items listed in the Display Columns section of the screen Items can be rearranged by using the mouse to drag and drop headings into the desired display order Click the OK button to close the screen and save the new information Repeat this process for each table listed under the User Interface Tables heading 62 System Administrator Setup Screens Dispense Note Fields Select the Dispense Note Fields tab to display the Dispense Note Fields screen shown in FiG 70 This screen is provided as a reminder for the user at the PC to perform certain action
56. validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen If Override Validation is checked clicking the OK button sends the Work Order directly to the Meter s Work Order queue and a new line appears in the Work Order Queue area of the screen 175 Work Orders Third Party ADP Service Work Order Screen M Add Work Order Meter RR TEST 10W 30 Location work Order Job Code Preset Amount 4 00 Quarts Labor Type None m Available Parts Selected Parts Air Filters m Part Number 16819996 Override Validation Fic 220 e Meter Read Only field identifying the meter the Work Order is associated with e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset Amount amount of fluid and the way it is measured associated with work order e abor Type Set up on the Units and Menu Pricing Service screen page 143 e Available Parts Additional parts that can be added to the Work Order Set up on the Units and Menu Pricing Parts Setup screen page 143 e Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action ads the part to the Work Order To remove a Selected Part from the column highlight the part and click the Left direction arr
57. work order is entered into the system The only exception occurs when the interface developer has implemented the TpAddPartApplet This message is sent immediately after the user has entered the work order The interface must respond with a MatrixValidationResponse message within 30 seconds If no response is received within that time frame the work order is not validated This means the user cannot dispense fluid against it and must either try reentering the same work order or try entering a different work order number Once the work order is validated Matrix will not send this message again for the same work order instance Because Matrix does not stop a user from entering the same work order and job code multiple times it could appear from the Interface Server s perspective that the same work order is sent multiple times This message could also be sent multiple times if the work order was not initially validated and the user is retrying the entry Matrix Validation Response This message is sent by the Interface Server back to Matrix in response to receiving a MatrixValidationRequest message Message Format for Matrix 2 and Matrix 3 Users lt MatrixValidationResponse gt lt ValidationRequestKey gt lt ValidationStatus gt lt ValidationErrorDescription gt lt TpValidationKey gt lt MatrixValidationRequest gt Definition of Elements 1 ValidationRequestKey This element is an echo of the field by this same name in t
58. 13008 Matrix Tank Level Monitor TLM Manual 312964 Matrix Pump Air Control PAC Manual 312417 Number refers to the English Language version of the instruction manual Contact Graco Customer Service or your distributor for other language versions of the manual Technical Support To identify the Graco authorized distributor closest to you call 1 800 533 9655 Toll Free Training Programs For information on available training courses contact your distributor SECTION 2 Installation Installation Typical Installation Fic 1 Ref No Description A Transceiver B Tank Level Monitor s C Matrix Software CD D Matrix 5 or 15 Meter E Customer supplied PC F Pump Air Control PAC optional Graco strongly recommends that the End User s IS Information Systems professional be involved in the selection and or purchase of the Matrix PC See page 11 System Requirements for a complete list of com puter requirements See your Graco Matrix distributor for this resource if required Installation Quick Reference Installation Checklist The following checklists can be used as a quick reference installation guide for the Matrix 3 System Com plete Matrix installation information is available in this manual beginning on page 11 3 to 4 Weeks Before Matrix Installation 1 Matrix software can be networked to multiple PCs in a facility You should meet with both the fixed operations representative and Infor
59. 132 on the Fluid Pricing Tab 2 Click Modify to configure the menu item 3 Click delete to delete the menu item FiG 175 shows the configuration page for menu pricing in Parts NOTE The order of these menus is important Starting with the top menu and going down the list the first one found that meets the necessary criteria i e time date volume range or line labor type is used Menu order can be changed by clicking the up or down arrow in the first column circled in FiG 175 and entering a desired position number in the list Enabled Description Min Max Yol Units Start Date End Date Start Time End Time Schedule Labor Type E d Menu 1 1 00 5 00 Quarts 01 01 2009 03 01 2010 1 00 AM CST 11 00 PM CST Daily None Menu2 1 00 5 00 Quarts 03 01 2009 03 01 2010 1 00 AM CST 11 00 PM CST Daily None Add New Modify FIG 175 Menu Pricing Details Parts 136 Setup Screens Menu Pricing Dialog Setup Parts Fic 176 Menu Criteria Tab M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Menu Description Dispense Volume Range Min Max Quarts Line Labor Type None v DateRange Start 03 05 2009 End 03 05 2009 z Time Range Start 5 05PM gt End 5 05 PM ha Schedule v Mandatory Fields are displayed in red Fia 176 ADP Menu Pricing e Menu Description Name used to describe the menu e Dispense Volume
60. 27 09 8 50 AM Page 1 of 1 Fic 203 159 Setup Screens e Email History Fic 204 M Matrix 3 0 Total Fluid Management System BE Matrix Go T TOTAL FLUID MANAGEMENT SYSTEM WD AE Yaa Matrix System Email History Report i d Users Report Name i c Primary Clients Output Format i Transceivers Fluids Date Range Mar 22 2009 C p Start i B Tank Level Monitors Engi Mar 23 2009 i E Pump Air Controls OR i Ped Meters Choose range i System Layout Email ous 3 a vehicle Inventory PDF csv i G Interface Reports i J PIN Activity Hl PRA Activity a i cy Current Tank Volur i cy Tank Reading Histc i cy Dispense History Run Report i g System Configurat gt Timestamp Mar 23 2009 11 08 38 AM TLM Configured with profile Vertical Tank 1 Mar 23 2009 10 47 18 AM Transceiver Connected Mar 23 2009 11 08 36 AM Invalid Tank Reading 03000013 Mar 23 2009 10 49 10 AM i 04000077 10 82 131 53 Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 110 82 131 53 Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 11 19 00 AM ser Logged In matrix Fic 204 e Report Name Assigned name given to the report This name will appear on the top of the report e Output Format PDF CSV Type of format for file that will be generated when you select RUN REPORT button e Date Range Start End or
61. 67 select ADP DEALER MANAGEMENT SYSTEM since you are setting up the ADP Interface M External Interface Setup Dialog Third Party InterFace On Co OFF C k x Js FiG 167 External Interface Setup Dialog 3 Click ON B FiG 167 Third Party Interface Enabled Tells Matrix whether to use the third party interface by selecting either yes or no The default setting is no This element globally turns on or turns off the interface 4 Click the OK button C to close the screen and confirm your selection ADP Detail Settings Tabs The following tabbed setup screens are now ready to use to set up the ADP Interface parameters A detailed description of each screen and instructions for parameter set up are provided on the following pages e General page 131 Defines DMS connection information and used for testing the connection between Matrix and the DMS e Fluid Pricing page 132 Sets parameters used to calculate a fluid charge based on unit pricing or menu pricing e Non Fluid Parts page 150 Sets parameters used to calculate non fluid parts added to a specific RO following a completed dispense e Labor Types page 153 Sets customer specific labor categories 130 Setup Screens General Tab 1 FIG 131 Click the Modify button FiG 166 page 129 to display the ADP DMS Connection Setup dialog box used to define the DMS M DMS General Data Setup DMS Host Mame or
62. 71 Ej M unit Pricing Dialog Eon ener EA Accounting Units Quarts Sale Price Custom Unit Multiplier 1 0000 Part Comment Adjusted Volume Round Up m Enable Menu Pricing Mandatory fields are displayed in red FIG 171 Scenario 1 134 Setup Screens For every dispense of this fluid regardless of quantity Matrix will round up to the next whole number and apply that quantity of part number 1234 to the RO Part 1234 is a quantity of 1 quart of 5W 30 oil on the ADP DMS The pricing structure as loaded on the DMS for this part number applies Unit Pricing Scenario 2 FiG 172 M unit Pricing Dialog Part Number 1234 Accounting Units Quarts Sale Price 1 75 Custom Unit Multiplier 1 0000 Part Comment Adjusted Volume Round Up v Enable Menu Pricing Mandatory Fields are displayed in red Fig 172 Scenario 2 Same as scenario 1 except that the sale price of 1 75 is used overriding whatever pricing structure is loaded on the DMS Unit Pricing Scenario 3 Fic 173 M unit Pricing Dialog Part Number 1234 Accounting Units Quarts lvl Sale Price Custom Unit Multiplier 10 0 Part Comment Adjusted Volume Round Up Enable Menu Pricing Mandatory fields are displayed in red FIG 173 Scenario 3 Same as scenario 1 except that part number 1234 is a tenth of a quart of 5W 30 oil If the user dis penses for example 8 38 quarts of oil the ad
63. 9 correspond to Sections A B and C in FIG 156 MICTO B File Edit View Insert Format Tools Data Window Help D amp GHSA UdmB4o0 AE ASZ i HE ND CENE 234544YBus 444555 Bus 555666 Bus 666777 Bus 777888 Bus 234545 Small Van Bagag99 Small van 234545 4 VVheel drive 234547 4 VVheel drive 234548 4 VVheel drive 234549 4 VVheel drive 234550 4 VVheel drive 23451 JM Wheel drive oft Excel Book1 Small Vans 3 4 Whheel Drive Vehic NO Fic 159 115 eax r iv Go HI Setup Screens Interface 1 Select Interface from the list on the Matrix System Panel j M Tank Level Monitors 2 T E Reports Fic 160 The screen shown in FIG 161 is used to set up the Matrix system to interface with 3rd party software such as ADP Reynolds and Reynolds or Graco Third Party ADP Interface instructions begin on page 129 M Matrix 3 0 Total Fluid Management System SAZ Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM q System Defaults Evjnts Contact Information User Interface Setup Dispense Note Fields n le c Primary Clients Measurement System English i v xau Meter Security Type System Monitoring Fluids Tanks B Tank Level Monitors Pump Air Controls p Meters System Layout Dispense Report Printer Snaglt 7 Use Global Workorders Yes System Emergency Code 4357 Use Vehicle IDs Yes S
64. AM a i i Vertical Tank2 i P METER 1 Activity Yertical Tank2 Timestamp Readings amp Adjustments Comment Description Timestamp Detail Mar 26 2009 10 29 15 AM Transceiver Connected 04000077 Client connected MatrixConsole Client disconnected MatrixConsole 2 34 34 F Client connected MatrixConsole Mar 24 2009 2 32 35 PM Client disconnected le MatrixConsole Mar 26 2009 10 36 00 AM e Timestamp displays the month date year and time that the event took place e Event lists type of event that occurred e Detail additional information related to the event e Device equipment that triggered the event report meter tank TLM PAC e Location where in the Matrix Operating System the device is located 46 Software Overview About Matrix The screen in FiG 50 displays No User Name or Password are required to display this screen M About Matrix Client 3 0 Matrix TOTAL FLUID MANAGEMENT SYSTEM Matrix Client Version 3 0 Build 38 Matrix Premier Copyright 1999 2008 Graco Inc All rights reserved Fic 50 Exit Closes the Matrix User Interface Program The Database MSE Transceiver and Server continue to run 47 SECTION A System Administrator Setup screens System Administrator Setup Screens System Administrator Setup Screens The System Administrator has access to the following screens A deta
65. Code Entered No workorder assigned Dispense History A Timestamp Meter Name Amount Bf Oct 10 2008 10 25 44 AM METER 1 0 03 Quarts Oct 10 2008 10 18 01 AM METER 1 0 04 Quarts Oct 10 2008 10 17 52 AM METER 1 0 01 Quarts ntes FIG 230 2 In the Work Order Queue section B of the screen click the Add button C FIG 230 A list of work orders available to that meter displays NOTE The Work Order MUST match the fluid that the meter is dispensing and be in the Matrix System Global Work Order Queue and in the Device Group that the meter is in 3 In the pop up box D FIG 231 type in your user name and password Click OK FIG 231 4 Highlight the Work Order that you want to associate with the meter then click the OK button 5 The Work Order is added to the Queue First In First Out method New Work Orders appear at the end of the list 185 Work Orders NOTE If the volumetric units of the meter differs from those specified on the Work Order the Work Order Preset Amount will be converted to use the units programmed into the meter Creating amp Viewing Work Orders on the Meter Refer to the Matrix 15 instruction manual for complete instructions for creating and viewing work orders at the meter 186 SECTION 4 Frequently Asked Questions FAQ Frequently Asked Questions FAQ Matrix 3 FAQ 1 188 Q When using the Balanced or Power Saving power plans in Vista the defa
66. Detail C Users System Parameters Email Configuration Run Report Vertical Tank 1 Mar 23 2009 11 08 36 AM Invalid Tank Reading 030000 13 Mar 23 2009 10 49 10 AM Transceiver Connected Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 10 82 131 53 04000077 10 82 131 53 Mar 23 2009 10 47 18 AM Transceiver Connected ser Logged In matrix 04000077 10 82 131 53 Mar 23 2009 11 20 54 AM e Output Format PDF or CSV Type of format for file that will be generated when you select RUN REPORT button e include all Setup Parameters Checkbox Generates all setup parameters when the report is run e Setup Report Content Fluid Tanks Tank Level Monitor Pump Air Controls Meters Users System Parameters Email Configuration check boxes Selects specific setup parameters to be generated in the report e Run Report button Generates report in output file format 168 System Configuration Report Example Setup Screens 9 Jo oBeg WY 00 LL 60 2c SJO IUO N 13497 Xue v keg Ol NI O NI O e1WeA 19 00 SG 06 M08 v yue Aeg 7 0l NI O NI O P9 JeA 19 00 SG 06 M08 quel c Aeg 7 0l NI O NI O ed 19 00 SG 0 MOI c Xue Aeg 1 OL NI O NI O ed 19 00 SG 0 MOI uer punouqQO puno1qoO 3 Jepui 2 dno 3149q pinj4 Buluse aq E UIPIM ujBue1 edeus yue Ayoedey wWeN PINJA BuiuJeM o o 09 09 9289J4 h
67. GISTER 5 The meter attempts to send a registration message to the PC via the transceiver 6 The meter will reset cycle power itself 200 Appendix A Matrix Properties File Editor Exporting Importing Matrix3 Database Export to export a Matrix3 Database click File gt Database Utilities gt Export The user will be prompted for User Name and Password The default filename will be e manualBackup 20081010 103749 sql e 20081010 corresponds to the date 10 10 2008 and the 103749 corresponds to the time 10 37 AM and 49 seconds Import to import a Matrix3 Database click File gt Database Utilities gt Import User will be prompted for User Name and Password NOTE File being imported must have been created from the same software version of Matrix that is installed on the PC Existing databases will be completely replaced File Editor Database Export File Directory Default location in Microsoft amp Windows where the Matrix Database file will be exported and saved Matrix Client Name A name unique to this Matrix Client Although using the PC s host name or IP address can be used and is often convenient for this purpose it can be any name the only requirement is that no other Client use the same name This will be the name you add to the Client Setup Screen to assign the PC as a Primary Client Default MatrixConsole MatrixConsole can t be changed if you are try ing to modify the PC with the MSE installed on it Matri
68. Gallons Tank 1 10W 30 3 25 09 9 00 AM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 25 09 10 01 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 25 09 11 00 AM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 25 09 12 01 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 25 09 1 00 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 25 09 2 00 PM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 25 09 3 01 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 25 09 4 00 PM 55 00 Gallons 7 20 Gallons Tank 1 10W 30 3 26 09 7 05 AM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 26 09 8 00 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 26 09 9 01 AM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 26 09 10 00 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 26 09 11 01 AM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 26 09 12 00 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 26 09 1 00 PM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 26 09 2 01 PM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 26 09 3 00 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 26 09 4 01 PM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 27 09 7 04 AM 55 00 Gallons 7 20 Gallons Tank 1 10W 30 3 27 09 8 01 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 27 09 9 00 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 27 09 10 01 AM 55 00 Gallons 6 40 Gallons Tank 3 80w 90 3 24 09 9 00 AM 55 00 Gallons 19 90 Gallons Tank 3 80w 90 3 24 09 10 00 AM 55 00 Gallons 19 90 Gallons Tank 3 80w 90 3 24 09 11 01 AM 55 00 Gallons 19 90 Gallons Tank 3 80w 90 3 24 09 12 00 P
69. ID Primary Client Ins stalled Client Transceiver ID Primary New Transceiver added o the list Automatically assigned first available Transciever ID in this case 1 Modify Delete Setup Screens 2 To modify a transceiver s profile highlight the entry and then click the Modify button mdManasement System Matrix TOTAL FLUID MANAGEMENT SYSTEM Maintain Transceivers 1 Network ID Modify Network ID Transceiver ID USB ID Primary Client Installed Client L O400000F M sole 10 82 131 46 NT CTT 10 82 131 46 Fic 87 3 The Modify screen shown in FiG 88 displays On this screen you can modify the Transceiver ID assigned to the transceiver and assign a Primary Client Although the USB ID is listed on this screen itis not an editable field It is provided for information only NOTE Clicking OK even if the transceiver ID was not changed will cause this transceiver to promptly shut down and restart its communication link with the current network ID and transceiver ID If the transceiver ID was changed any meter pump air control PAC or tank level monitor TLM will not communicate with the transceiver until they are re registered with the current network ID and trans ceiver ID When this restart cycle is complete the transceiver will display its current transceiver ID M Transceiver Transceiver ID 1 USB ID 04000077 Primary Client MatrixConsale Fic 88 74 Set
70. IG 104 to display the Edit Tanks screen When you have finished making changes click OK to close the screen and save the changes t Tank Capacity Units Length Units Tank Warning Tank Shape Cylinder Tank 1 GL1 Gallons Cylinder Obround Tank 1 i10w740 Oil 30 Gallons Inches 10 95 iObround Vertical Tank 1 lali Js Gallons Inches 110 95 vertical Vertical Tank2 10 40 Oil 50 Gallons Inches 10 95 Vertical 4 To permanently delete a Tank from the list on the main Tanks screen highlight the item you no longer want on the list Then click the Delete button FiG 104 Note When the Run Screens are displayed the Tanks appear in the Matrix System Panel as shown in FiG 105 Go Tros Language Fic 105 82 Matrix System jes Cylinder Tank 1 c Obround Tank 1 c Vertical Tank 1 Setup Screens Device Registration and Profiles The following section uses the term device to generically refer to a Matrix meter tank level monitor TLM or pump air control PAC in explaining how these electronic components are identified and configured in a Matrix system A unique device ID is embedded into every Matrix device and is the means by which the device success fully communicates with the PC The Matrix system installer administrator must create a profile definition for every single device in the sys tem These profiles are created and maintained in the Matrix PC setup screens organized by device type
71. If English is set the default volumetric units will be Quarts on all other screens If Metric is set the default volumetric units will be Liters When necessary you can override the default setting and choose other units that are more appropriate for the specific system component on that component s setup screen M Matrix 3 0 Total Fluid Management System BAX Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Va atrix System System Defaults Events Contact Information User Interface Setup Dispense Note Fields i J Users System Default Settings ce Primary Clients Measurement System lt Meter Security Type Fluids i Tanks i B Tank Level Monitors Use Vehicle IDs i E Pump Air Controls i P Meters H System Layout Dispense Report Printer i m Email Use Global Workorders ci System Emergency Code Automatic Per Dispense Report Vehicle Inventory ana Login Behavior i G Interface i Work Order Entry Authentication Reports If checked users must enter their username and password for every work order they enter into Matrix Unchecked Matrix allows work order entry indefinitely after successful logging in Timestamp Detail Location Mar 23 2009 10 20 34 AM Client connected iMatrixConsole Mar 23 2009 10 19 35 AM Matrix started Matrix Service Engine Matrix System ser Logged In matrix Mar 23 2009 10 21 22 AM Fic 51 50 Syste
72. M 55 00 Gallons 19 90 Gallons Tank 3 80w 90 3 24 09 1 01 PM 55 00 Gallons 19 90 Gallons Tank 3 80w 90 3 24 09 2 00 PM 55 00 Gallons 19 90 Gallons 3 27 09 10 56 AM Page 1 of 2 Fic 209 165 Setup Screens e Dispense History Fic 210 M Matrix 3 0 Total Fluid Management System Joe GoTo A AA NAN ANA Yaa Matrix System Dispense History Report Users Report Name ma aniei Output Format PDF csv Date Range Sort Order e Tanks Start Mar 22 2009 m ee BH REL Monitors End Mar 23 2009 H Raps Pump Air Controls OR E A _ Choose range ok Order B ra Filter Criteria Ds Vehicle Inventory C Fluid Tank C Meter t interface AFL E fcylinder Tank 1 el 000020 METI Reports sal l PIN Activity B Technician C Device Group i C vehicle ID Hl PRA Activity ali Er i a Email History i i a Current Tank Volur i i E Tank Reading Hist e l a Dispense History eport Verinition E gr TIENE 11 08 38 AM TLM Configured with profile Vertical Tank 1 Mar 23 2009 11 08 36 AM Invalid Tank Reading 03000013 E Mar 23 2009 10 49 10 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 00 82 131 53 Mar 23 2009 10 47 18 AM Transceiver Connected 04000077 10 682 131 53 M ser Logged In matrix Mar 23 2009 11 20 42 AM FiG 210 e Report Name Assigned name given to the report
73. No Automatic Per Dispense Report Yes No ap Vehicle Inventory Login Behavior pes Interface i Work Order Entry Authentication Reports Require user authentication on every work order entry If checked users must enter their username and password For every work order they enter into Matrix Unchecked Matrix allows work order entry indefinitely after successful logging in 4d ds Timestamp Event Detail Device Location Apr 8 2009 8 42 38 AM Clent connected LLL Matriconsae LLL Apr 8 2009 8 42 31 AM Transceiver Connected 00077 eis s ser Logged In matrix Apr 8 2009 8 45 05 AM FIG 161 116 Setup Screens Matrix Interface to Business System The Interface provides two important basic functions that a standard Matrix system does not have e work order validation e automatic posting of charges for dispensed fluid Work Order Validation When a user enters a work order into the Matrix system Matrix does not know if it is a legitimate work order in the user s business system Even if the work order exists in the business system it s possible that its been closed or has a status that doesn t allow making any additional charges to it Since the goal is to ensure that the work order is charged for the fluid dispensed against it it is important to confirm the legitimacy of the work order prior to dispensing the fluid The process is known as Work Order Validation Matrix validates work order
74. OFF or offers more information available in Matrix 3 ON Before you can use the Third Party Interface you must enable the External Interface function 1 Click the Modify Interface button b Fia 162 The External Interface Setup Dialog box shown in FIG 164 displays This dialog box is used to specify the Third Party Interface you are using 2 From the drop down menu A FiG 164 select Third Party Interface M External Interface Setup Dialog Third Party Interface Third Party Interface 3 On O off Mice FiG 164 External Interface Setup Dialog 3 Click ON B FiG 164 Third Party Interface enables Matrix to use the third party interface 4 Click the OK button C Fic 164 to close the screen and confirm your selection NOTE e his is one of two settings that must be configured to enable the interface The other setting is in the Meter s configuration settings located within the setup screens e When the system is OFF disabled the interface is disabled for all meters and the system func tions like a standard Matrix Premier system e Each meter has its own interface setting It is possible to have some meters using the Third Party Interface dispenses by the meter are billed to the correct RO on the DMS and some meters not using the interface no dispenses by the meter are billed to an RO on the DMS In all cases Matrix will record the exact amount dispensed by any meter independent
75. Pump Air Controls Unit Pricing P Meters Park Number Accounting Units a System Layout Sale Price Custom Unit Multiplier uu Email Part Comment Adjusted Volume i s Vehicle Inventory Enable Menu Pricing i rS Interface Modify kopata Menu Pricing Enabled Description Min Max Vol Units Start Date End Date Start Time End Time Schedule Labor Type I Menut Quarts 03 01 2009 03 01 2010 1 00 AM CST 11 00 PM CST Daily Mone FiG 169 ADP Fluid Pricing Tab To set up fluid pricing for a specific fluid 1 Selecta fluid from the list of fluids in the Fluid drop down box This list is created from information pro vided on the Fluids Screen described on page 77 2 Click the Modify Button Fic 169 to display the unit pricing configuration dialog box NOTE The content of the dialog box varies depending on whether the interface is configured for Parts or Service on the General Settings tab 132 Setup Screens Unit and Menu Pricing Parts Each fluid has its own unit pricing configuration and its own set of menu pricing items A complete descrip tion of Unit Pricing Parts and Menu Pricing Parts is provided on the following pages Unit Pricing Parts is provided below Menu Pricing Parts begins on page 136 Unit Pricing Parts ADP cannot use fractional amounts on the Parts side of the DMS so the interface allows for rounding the exact dispense amount up down or to the nearest billable whole number amount Rounding w
76. RO When a repair order is entered into Matrix the user also specifies where on the RO the fluid should go which line and optionally which labor operation on that line The labor type specified in this field must match the labor type of the line on the HO in order for this menu item s posting parameters to be applied e Start Date End Date Start Time and End Time Define the period of time over which this menu item can be used If the End Date and or End Time has passed or the Start Date and or Start Time has yet to occur this menu item s posting parameters will never be used even if it s enabled A 24 hour clock is used to specify Start and End Times e Schedule Can be set for Daily Weekdays or Weekends and is an additional criterion that must be met in addition to the start end dates and times 145 Setup Screens Fluid Pricing Tab FiG 146 M unit Pricing Dialog S Unit Cost Unit Sale Units Quarts v Default Labor Type None v Charge Type Lube v Charge Description C Enable Menu Pricing The actual dispense amount amp Fluid will be appended to this description when the lube charge is applied to the RO Adjusted Volume Rounding Method No Rounding vi Rounding Level v 189 Unit Cost Cost for fluid in this menu item Unit Sale Sale price for fluid in this menu item Units Billing units of measure used for the fluid Standard Matrix units are part of this list including pints quar
77. Range Minimum and maximum limits of allowable fluid volumes for a specific menu item in order for it to be selected The unit used for the minimum and maximum volume fields is the same as the unit used in the fluid s unit pricing configuration In FiG 176 the units are quarts with a custom unit multiplier of one default The actual dispense amount is used when determining if these range criteria are satisfied While Matrix does not prevent it Graco recommends that the range specified here does not overlap with another menu item s range If the volume ranges for multiple menu items overlap the first one in the list ordered by the menu listing whose criteria are met will be used e Line Labor Type Labor type on the ADP RO When a repair order is entered into Matrix the user also specifies where on the RO the fluid part should go which line and optionally which labor operation on that line The labor type specified in this field must match the labor type of the line on the RO in order for this menu item s posting parameters to be applied e Start Date End Date Start Time and End Time Fields that define the period of time over which this menu item can be used If the End Date and or End Time has passed or the Start Date and or Start Time has yet to occur this menu item s posting parameters will never be used even if it s enabled A 24 hour clock is used to specify Start and End Times e Schedule Can be set for Daily Weekdays or
78. Symantec Install NIS 9 ThinkVant Productivit 33 Soar Jee i gt Control Panel Power Options Edi Plan Settings Change settings for the plan Balanced Choose the sleep and display settings that you want your computer to use I Turn off the display Change advanced power settings Restore default settings for this plan E Save changes Installation 5 Find Sleep in the scroll list FIG 36 Change the Sleep after setting to NEVER and the Hibernate after setting to NEVER NOTE After making these changes on the screen the Apply button will be selectable 6 Click the Apply button to save these changes Then click the OK button FiG 36 FIG 36 34 e Adobe Reader 8 fenowo Ll Lenovo Registration A e Nu Symantec Install NIS Cd i3 Power Options Advanced settings f then choose settings that reflect how you want you computer to manage power Change settings that are currently unavailable Balanced Active hd a Hard disk amp j Wireless Adapter Settings rj Sleep E Sleep after Setting Never Allow hybrid sleep a Hibernate after Setting Never mi HSR settinas ox J cm J P Select the power plan that you want to customize and r T Restore plan defaults Apply pur computer to use Save changes SECTION Software Overview Software Overview Matrix 3 Software Architec
79. T SYSTEM la Ua Matrix System Tank Reading History Report ed Users Report Name i Pri lient c UTE ROS Output Format PDF Ocsy Transceivers jid Date Range ue Start Mar 22 2009 GB Available Fields CC Tanks C ERES mm i B Tank Level Monitors End Mar 23 2009 Tank Name fanana E Pump Air Controls OR Meters Choose range v i H System Layout Email Filter Criteria i Vehicle Inventor i dip y Device Group C Tank G Interface 2 R t eports vl DH PIN Activity HH PRA Activity i E Email History i a Current Tank Volur i cy Frank Reading Hist Report Definition i a Dispense History E System Configured Bub Repo iv toad Save Load Save i E Timestamp Event Detail Device Location Mar 23 2009 11 08 38 AM TLM Configured with profile Vertical Tank 1 lal Mar 23 2009 11 08 36 AM Invalid Tank Reading Matrix 03000013 E aara Mar 23 2009 10 49 10 AM Transceiver Connected 04000077 Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 47 18 AM Transceiver Connected 04000077 10 82 131 53 Iw ser Logged In matrix Mar 23 2009 11 20 32 AM Fic 208 e Report Name Assigned name given to the report This name will appear on the top of the report e Output Format PDF CSV Type of format for file that will be generated when you select RUN REPORT button e Da
80. Transceiver Connected Mar 23 2009 10 46 90 AM Transceiver Connected 10 82 1313 Mar 23 2009 10 20 34 AM Client connected MatrixConsole ser Logged In matrix Mar 23 2009 11 04 44 4M FIG 119 92 Setup Screens 2 Click the Add New Button to create a profile and add a new Meter to the Matrix system 3 The Add Meter Profile screen shown in FiG 120 displays M Add Meter Profile Meter Name Meter ID Tank Cylinder Tank 1 GL1 v Units Quarts x Calibration 172 Mode Preset a Topoff Unlimited iv Preset 1 2 8 Quarts Security Type System Monitoring Emergency Code 4357 Use Work Orders No vl Work Order Entry At Meter Interface Validation No Use Vehicle ID No Battery Warning Level 5 Language English PAC None Fic 120 e Meter Name Type in a name for the meter typically a number maximum 11 characters e Meter ID The Meter ID is unique to a specific meter and appears in this field on the PC after you click the Link button which creates the Link between the meter and the Matrix PC e Tank Click the Tank drop down list to select the tank you will be dispensing from with this meter e Units Click the Units drop down list to select the dispense measurement unit 93 Setup Screens 94 Calibration Automatically displayed when a tank is selected These values represent a global cali bration default setting meaning the
81. Usually this will be the same host name or IP address as the Matrix server If you don t know what it is at this time it can be set later with the system properties editor found via InstallShield FIG 18 23 Installation 12 When the Matrix Database setup screen shown in FIG 19 displays select NEXT to start the Database setup Matrix3 InstallShield Wizard E3 Matrix Database This step will install and configure the Matris Database Matris Database The Matris database contains the system s configuration and all data generated by the system Click continue to set up the database Fic 19 13 The system configures the Matrix Database When the Matrix Transceiver screen shown in FIG 20 dis plays select NEXT to start the Transceiver Driver installation Matrix3 InstallShield Wizard E3 Matrix Transceiver This step will install the software driver for the Matris Transcerver Matris Transceiver The Matrix Transceiver i a hardware component used bu M atris PCs to communicate via RF signal with Matis meters tank level monitors and pump air control modules The transceiver plugs into a PC s USB port This driver is algo used far the Matrix USBYAS422 converter Click continue to install the driver FIG 20 24 Installation 14 When the installation is complete the screen shown in FiG 10 displays Before Matrix functions on the PC you will have to reboot the computer Select Yes want to
82. Weekends and is an additional criterion that must be met in addition to the start end dates and times 137 Setup Screens Fluid Pricing Tab FiG 138 M Menu Pricing Dialog Menu Criteria Fluid Pricing Qil Filter Pricing Other Nonfluid Parts Part Number 5678 Sale Price 15 00 Part Comment Override Dispense Adjusted Volume Fluid Quantity 1 Mandatory Fields are displayed in red 177 Part number The ADP part number of a single unit of this fluid part i e 1 quart of 5W30 oil The Part Number field is required and cannot be left blank Sale Price If a Sale Price is specified it will override the pricing structure on the DMS If the Sale Price field is left blank the pricing structure for this part number on the DMS applies Part Comment An optional field that allows for specifying a comment for this fluid part on the ADP RO If no comment is desired this field can be left blank Dispense Adjusted Volume Checkbox Not checked Defaults to report volume to RO as actual dispense amount rounded up down or to the nearest next whole number according to the parameters set up for Adjusted Volume on the Unit Pric ing Tab Screen page 133 Fluid quantity field is not available if box is not checked Checked Actual volume dispensed is reported on the RO Overrides the Adjusted Volume parameters set up on the Unit Pricing Tab screen page 133 Fluid Quantity Only available when Di
83. able charge which charges may include the costs of parts labor and transportation THIS WARRANTY IS EXCLUSIVE AND IS IN LIEU OF ANY OTHER WARRANTIES EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO WARRANTY OF MERCHANTABILITY OR WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE Graco s sole obligation and buyer s sole remedy for any breach of warranty shall be as set forth above The buyer agrees that no other remedy including but not limited to incidental or consequential damages for lost profits lost sales injury to person or property or any other incidental or consequential loss shall be available Any action for breach of warranty must be brought within two 2 years of the date of sale Graco makes no warranty and disclaims all implied warranties of merchantability and fitness for a particular purpose in connection with accessories equipment materials or components sold but not manufactured by Graco These items sold but not manufactured by Graco such as electric motors switches hose etc are subject to the warranty if any of their manufacturer Graco will provide purchaser with reasonable assistance in making any claim for breach of these warranties In no event will Graco be liable for indirect incidental special or consequential damages resulting from Graco supplying equipment hereunder or the furnishing performance or use of any products or other goods sold hereto whether due to a breach of contract breach of warranty
84. administrator and technicians are thoroughly trained on Matrix equipment 11 Allow Matrix system to operate for 30 days make certain there are no RF communication issues over time e t may be necessary to relocate the transceivers temporarily installed with double faced tape to improve RF communication When the system operates reliably for 30 days the Matrix trans ceiver s can be permanently mounted using the mounting bracket s Step 3 is complete 10 Installation System Requirements Graco strongly recommends that the end user s IS Information System 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 speci fications listed on pages 11 e fthe Matrix PC will be connected to a Network with other PC s the IS representative should be con tacted to properly configure the PC for network operation before loading the Matrix software e The IS representative should be present during Matrix software loading on the day of Matrix installa tion General Matrix System Specifications Matrix PC software supports systems using a single PC also referred to as a Stand Alone System as well as multiple PC systems also referred to as Networked System Single PC Standalone Systems Intended primarily for applications that do not require interaction with Matrix screens from multiple locations and have few
85. ank2 10 W 40 Oil O 0 i Obround Tank 1 Mar 23 2009 10 56 40 AM Vertical Tank 1 Gi o Gallons id Vertical Tank 1 Mar 23 2009 10 56 19 AM Obround Tank 1 JEU 40 Oil 0 Gallons Mar 23 2009 10 55 16 AM Cylinder Tank 1 iGL1 I0 Gallons ied Vertical Tank2 i Pd METER 1 r ctivity vertical Tank2 FIG 46 The Tank Levels tab displays 2 tables Tank Levels and Tank Activity described on the following pages The columns are configurable This configuration is done in the Matrix System Setup Screens User Inter face Setup page 61 The Tank Levels table provides a list of all configured tanks in the system A tank level monitor TLM is not required for a tank to appear on the table T TOTAL FLUID MANAGEMENT SYSTEM GoTo Matrix System i Vm Group 1 i Cylinder Tank 1 m Ma Vertic nk2 Obround Tank 1 Mar 23 2009 10 56 40 AM Vertical Tank 1 0 Gallons E UR doles poe a mca CQ vertical Tank 1 Mar 23 2009 10 56 19 AM JObround Tank 1 10W 40 Oil 0 Gallons p Mar 23 2009 10 55 16 AM Cyinder Tank 1 Gui 0 Gallons b i Vertical Tan i i E Pad METER Activity vertical Tank2 Readings amp Adjustments Location Event Detail Device Mar 26 2009 10 29 15 AM Transceiver Connected 04000077 10 82 131 53 l Mar 26 2009 10 28 47 AM Client connected MatrixConsole e Timestamp displays the month
86. are part of this list including pints quarts gal lons or liters Custom Unit Multiplier Number used to convert the dispensed fluid volume from standard Matrix volumetric units to some other unit of measure Example 1 A dealer has a part number for an oil that represents a tenth of a quart The accounting units would be quarts and the custom unit multiplier would be 10 If 5 quarts of this oil were dispensed the Matrix ADP Interface would post a quantity of 50 units of this part number to the ADP RO Setup Screens Example 2 A dealership wants to use a part number that represents multiple units of fluid where quantity 1 of a part number is for example 6 quarts The custom unit multiplier would be specified as one sixth or 0 167 With this as the unit multiplier a dispense of anything less than 6 0 quarts would result in Matrix posting a quantity of 1 to the RO Any thing dispensed between 6 0 and 12 0 quarts would have a quantity of 2 posted and so on NOTE The Part Number Accounting Units and Custom Unit Multiplier fields must be coordinated for the proper fluid charge to be posted on the RO Adjusted volume provides the option to always round up always round down or always round to the nearest oil dispense amount Enable Menu Pricing Checkbox Not checked Unit pricing on this page will apply to all ROs using this fluid Checked Interface searches the menu list for a menu whose criteria is satisfied i e volume and
87. at happens when a posting request is processed by the Interface Server is up to the developer When entering a work order into Matrix a user may need to enter more than just the work order A work order may contain multiple lines with multiple labor operations The fluid charge usually applies to one specific labor operation The job code field in Matrix is used to provide a way for the end user to designate where on a work order to apply the fluid charge The job code field is limited to three alphanumeric digits that are defined by the interface developer This field exists in Matrix even if no interface is being used but it s use is entirely optional With an interface it becomes the means by which a posting destination can be supplied at the time the work order is entered into Matrix EXAMPLE A business system may structure a work order in the following manner for the fictitious work order 123456 Work Order 123456 Line A Quick Lube Change Special 1 Labor Operation 1 Change motor oil Labor Operation 2 Change transmission oil Line B New Tires Labor Operation 1 Mount and balance 4 new tires When dispensing motor oil against this work order the end user wants the charge to be applied to Labor Operation 1 under Line A The interface developer may choose to have the user enter A1 in the job code field to convey this intent Other conventions are certainly possible The business system and the end user s needs generally
88. ate sy Windows Fax and Scan E Windows Collaboration gt T All Programs LENOVO USER Documents Pictures Music Search Recent Items Computer Network Connect To Control Panel Default Progra pror seoren CO Services FIG 26 FIG 27 Turn Windows Firewall on or off Allow a program through Windows Firewall See also Security Center Network Center Customize 1 remove pro Help and Support Oe gt Control Panel v 4 Search FP y Mouse Networkand Offline Files Penand People Near Sharing Ce Input Devices Me W E xti Control Panel Home e Classic View iSCSI Initiator Keyboard Performance Personaliz Phone and Power Printers Problem Programs Informatio Modem Options Reports a and Features V r Cm D iy 13 we EL 3 Regional and Scanners and Security Sound Speech Sync Center System Language Cameras Center Recogniti gt D 4 5 amp a amp Tablet PC Taskbarand Texto User VMware Welcome Windows Settings Start Menu Speech Accounts Tools Center Anytim Windows Windows Windows CardSpace SideShow Update 2 Select Change Settings FIG 27 Windows Firewall Windows Firewall can help prevent hackers or malicious software from gaining access to your computer through the Internet or network on Windows Firewall Windows Firewall is off Change settings Network location Pub
89. ation is required before the Work Order is added to the Meter s work queue 4 Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen If Override Validation is checked clicking the OK button sends the Work Order to the Meter s Work Order queue and a new line appears in the Work Order Queue area of the screen 181 Work Orders Third Party ADP Parts With Vehicle Inventory Global Work Order Screen M Add Work Order Fluid 5w 30 Group Matrix System Work Order 123456 JobCode 1 Preset Amount 2 0 Quarts Vehicle Group Work Trucks vehicle ID 1234567 4x4 Available Parts Selected Parts Air Filters v 16819996 Override Validation FiG 227 e Fluid Type of fluid you are dispensing with the meter Setup on the Fluids setup page 77 e Group optional selection Defaults to Matrix System If you choose a group instead only the meters in that specific group will be able to select that work order e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset Amount amount of fluid and the way it is measured associated with work order e Vehicle Group See Vehicle Inventory setup screen on page 111 e Vehicle ID Customer assigned number used to distin
90. ave to acknowledge one or two dialogs that Windows will pop up as it loads f With Windows running in Safe Mode open Windows Explorer and navigate to the Matrix Installa tion Directory Default is C Program Files Graco Matrix3 g Inthe C Program Files Graco Matrix3 XcvrServer vcp folder double click on the CP210xVCPInstaller exe file to manually run the driver installer Frequently Asked Questions FAQ 14 15 16 191 h When the driver installer completes shut down Windows and restart in the normal way Matrix should detect any Graco Transceivers or RS422 converters when powered up and plugged into the USB bus Q How do you set up the date range on the Dispense History Report screen Error Code 3138 A There are two ways to setup the date range on the Dispense History Report screen e One way is to select a fixed date from the drop down box e The other way is to select one of the following options from the drop down box Choose Range Today Yesterday Last 5 Days Last 7 Days Last 30 Days Month to Date Year to Date If the Choose Range option is selected the date range in effect is defined by the start and end dates If any other selection is chosen the start and end dates are ignored and the selected item from the drop down box defines the date range Problem When Matrix service starts up it cannot connect Error Code 2988 Solution One of the first things that Matrix does when it first start
91. b technologies The reader knows or can learn how the business system works at the Matrix installation site The reader has a basic understanding of Matrix e what itis e what it does and e how it works The reader is familiar with the end user s business process of using Matrix The target Matrix system uses work orders to track fluid dispenses While the user s defined identifier for this term may be something else i e repair order or RO work order is used in this document Definition of Terms Definition of Terms DMS Dealer Management System Generic term referring to the business system a car dealership or similar organization uses to manage their business Third Party Developer The software developer who creates a software communication link between Matrix and a Matrix customer s DMS The developer might be an independent software consultant contractor or might be a programmer on the customer s staff Interface A custom software program provided by a Third Party Developer not Graco that communicates with both Graco s Matrix fluid management system and the Matrix user s DMS The Matrix half of this communication link is defined in this document The other half required to communicate to the DMS is undefined in this document and is to be determined by the developer and end user The exact functionality provided by the Interface depends on the developer and the needs of the end user but at minimum the Interface perfo
92. ber of volumetric units of fluid dispensed e Menu pricing Charge is based on meeting certain criteria such as the volume of fluid dispensed and the timing of the dispense event Menu pricing accommodates specials where the fluid and an oil fil ter together need to add up to an advertised price as well as adding other parts to the ADP RO when the dispense completes Any parts fluid or non fluid that Matrix adds to an ADP RO are accounted for in the dealership inventory Parts added to the RO decrease the quantity available in the dealership s inventory Matrix will never increase inventory amounts e g a fresh oil shipment is delivered additions to inventory must handled manually You will need to complete the Fluids Profile described on page 77 before you can create the Fluid Pricing portion of the ADP Interface for your system These are the fluids that appear in the drop down box on the Matrix ADP Fluid Pricing Tab The interface configuration for each fluid applies to all meters that dispense that fluid and have their interface setting enabled M Matrix 3 0 Total Fluid Management System Joe Matrix G GoTo TOTAL FLUID MANAGEMENT SYSTEM GRACO A Matrix System Third Party Interface Setup i eq Users Third Party InterFace Modify Interface i ce Primary Clients Transceivers Fluids ADP Detaj settir Tanks Genefal Fluid Pricing NorFluid Parts Labor Types B Tank Level Monitors Fluid 10W 3n v Managed By Part E
93. bor Type CP1 w Charge Type Lube v Charge Description Enable Menu Pricing The actual dispense amount amp Fluid will be appended to this description when the lube charge is applied to the RO Adjusted Volume Rounding Method Round Up m Rounding Level To Tenths Place P FiG 186 Scenario 2 Service Fluid Pricing Same as Scenario 1 except that the amount charged for will be the actual dispense amount round up to the nearest tenth Menu Pricing Service e Allows dealer to charge a flat rate for dispenses that fall in specified volume ranges and timing con straints e Can book non fluid parts i e oil filters air filters etc with the RO e Allows dealer to specify a special pricing for the dispense and non fluid parts This overrides the loaded unit pricing interface cost and sale price amounts e Allows dealer to charge a specified oil dispense sale amount and oil filter sale amount to total a desired oil filter packaged price 144 Setup Screens FiG 187 shows the configuration page for menu pricing in service NOTE The order of these menus is important Starting with the top menu and going down the list the first one found that meets the necessary criteria is used i e time date volume range line labor type Menu order can be changed by clicking the arrows on the left side of the Menu Pricing Panel circled in FiG 187 and shift the menu to desired position in the list Enabled Descrip
94. bor Type you add Modifying a Labor Type 1 Highlight a Labor Type on the list in the Labor Type column 2 Click the Modify button to display the Modify Labor Type Dialog box Change the labor type or descrip tion 3 Click the OK button to confirm the changes you have made and revise the list of description informa tion for the category Deleting a Labor Type 1 Highlight a Labor Type from the list in the Labor Type column 2 Click the Delete button 3 The highlighted item is removed from the list of Labor Types for the category 154 Setup Screens Reports 1 Select Reports from the list on the Matrix System Panel UAM Matrix System dioe Primary Clients bes Transceivers io Fluids C Tanks B Tank Level Monitors z Pump Air Controls i Meters GL System Layout i p Email 3 eu nicle Inventory Fic 199 Matrix generates a variety of reports related to data it collects while Matrix is operating Matrix Reports include e PIN Activity page 156 e PRA Activity page 158 e E mail Activity page 160 e Current Tank Volume page 164 e Tank Reading History page 164 e Dispense History page 166 e System Configuration page 168 Note If a user specifies a Date Range and Pre Specified Range i e today yesterday the Pre Speci fied Range will override the Date Range 155 Setup Screens e PIN Activity Fic 200 M Matrix 3 0 Total Fluid Management System BAX
95. calibration number appears on all meter setup screens You can change the calibration for an individual meter using this screen To change the meter s calibration a Dispense fluid into a clean calibrated volumetric measuring flask until the meter display indicates 1 quart Metric 1 liter of fluid has been dispensed Compare factor from Table 1 below to your meter Your calibration number may vary slightly due to temperature or rate of flow Table 1 Calibration Fluid English Metri Oil 10W30 172 182 Gear Lube 182 ATF 172 182 Antifreeze 150 168 Mode Click the Meter Mode drop down list to select Manual Preset or Restricted Preset Manual amount dispensed is determined by the operator Preset the meter is programmed for a default preset volume The preset volume can be modified on a work order to work order basis when sending work orders from the PC The preset volume can always be increased or decreased by any amount at the meter prior to beginning the dispense Also see Topoff Parameters covered later in this meter section Restricted Preset exactly the same as Preset mode except the preset volume cannot be increased at the meter Work order entry at the meter is disabled Use work is enabled and 3 pre sets are disabled Topoff A percentage of the preset volume that can be at the meter operator s discretion dispensed after the preset amount has been reached The options are O 5 10 15 20 25 and unlimited
96. cannersand Security Reports a and Features Language Cameras Center r3 Cum V M Fic 33 32 E puter manages power n e energy or maximi Installation 3 Select either Balanced or Power Saver power plans and then click the Change Plan Settings link to view the hibernation options FIG 34 Adobe c Reader 8 lenovo Ll Lenovo Registration F Microsoft Office m I Symantec Install NIS 6 ThinkVant Productivit m Fic 34 e E Control Panel Power Options Require a password on wakeup Selecka power plan Choose what the power button dap Power plans can help you maximize your computer s performance or conserve energy Make a plan active by selecting it or choose a plan and customize it by changing its power settings Tell me more Create a power plan about power plans Choose when to turn off the Preferred pla display Balanced Energy savings 999 Change when the computer Change plan settings Performance 999 sleeps Power saver Energy savings 999999 Change plan settings Performance 99 High performance Energy savings 99 Change plan settings Performance 999999 See also Personalization User Accounts 4 Change the Put the Computer to Sleep field to NEVER Then select the Change Advanced Power Settings FiG 35 lt Adobe Reader 8 flenowo tl Lenovo Registration p
97. ceiver Connec ted 04000077 10 82 131 53 IS Mar 26 2009 10 28 47 AM Client connected i MatrixConsole Mar 25 2009 10 31 01 AM Client disconneci ted MatrixConsole Mar 24 2009 2 34 34 PM Client connected MatrixConsole Mar 24 2009 2 32 35 PM Client disconnected MatrixConsole lw Mar 26 2009 10 36 00 AM Fic 48 e Timestamp displays the month date year and time that the activity took place e Readings amp Adjustments when installed report from TLM of fluid levels in tanks at specific dates and times For all tanks report of any manual adjustments made e Comment field for technician to provide additional data related to a tank 45 Software Overview Events Log The lower portion of the Screen contains the Events Log a report of system wide events that have occurred and the dates and times for those events This information can be hidden if you do not wish to routinely display it using the Hide Display Arrows see Hide Display Arrows on page 39 M Matrix 3 0 Total Fluid Management System jlo Matrix gt GoTo TOTAL FLUID MANAGEMENT SYSTEM Matrix System Global Workorders Dispenses Tank Levels i Uu Group i Tank Levels m i Cylinder Tank 1 Timestamp Tank Name Fluid Mar 23 2009 10 57 06 4M Vertical Tank 10 40 Oil E Obround Tank 1 Mar 23 2009 10 56 40 AM Vertical Tank 1 G O vertical Tank 1 Mar 23 2009 10 56 19 AM Obround Tank 1 10W 40 Oil Mar 23 2009 10 55 16
98. d Shape Tank Length oo Inches L Fic 102 Tank Shape Vertical tanks use the tank capacity to calculate tank volume Cylindrical and obround tanks use the tank dimensions to calculate tank volume 1 When all required information for the tank profile has been supplied click OK to close the screen and save the changes The tank is added to the list as shown in FiG 103 Matix 3 0 Jiotal gu Management System Matrix Ga TO TOTAL FLUID MANAGEMENT SYSTEM M Matrix System Tank Profile Cylinder Tank 1 d ues Tank Name Tank Fluid Units Length Units Tank Warning Cylinder Tank 1 GL1 d Primary Clients Obround Tank 1 10 W 40 Oil 30 Gallons Inches 10 Obround Transceivers Vertical Tank 1 GL1 25 Gallons Inches 10 95 Cylinder Vertical Tank2 10W 40 Oil 50 Gallons Inches 10 95 Vertical i Fluids r i S Tank Level Monitors i B Pump Air Controls i P Meters PE S see Fic 103 2 To modify a Tank profile Fic 103 highlight the entry listed on the main Tanks screen as shown in FIG 103 Note If the tank profile has already been configured with a tank level monitor TLM see TLM Section page 84 changing the tank profile will cause the new profile to be loaded into the TLM the next time it communicates with the PC 81 Setup Screens Fic 104 Matrix TOTAL FLUID MANAGEMENT SYSTEM Tank Profile Cylinder Tank 1 Tank Name Tank Fluid Click the Modify button shown in F
99. d a new line appears in the Work Order Queue area of the screen 183 Third Party ADP Service With Vehicle Inventory Work Order Screen M Add Work Order Fluid Group Work Order Job Code Preset Amount Vehicle Group 5W 30 Matrix System 123456 1 2 0 Quarts Work Trucks Vehicle ID 11234567 4x4 Labor Type CB1 v Available Parts Selected Parts Air Filters v Part Number 16819996 gt C Override validation FIG 229 e Fluid Type of fluid you are dispensing with the meter Setup on the Fluids setup page 77 e Group optional selection Defaults to Matrix System If you choose a group instead only the meters in that specific group will be able to select that work order e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset Amount amount of fluid and the way it is measure associated with work order e Vehicle Group See Vehicle Inventory setup screen on page 111 e Vehicle ID Customer assigned number that is used to distinguish a specific vehicle from any other vehicle in the fleet See Vehicle Inventory setup screen on page 111 e abor Type Set up on the Units and Menu Pricing Service screen page 143 e Available Parts Additional parts that can be added to the Work Order This information is set up on the Units and Menu Pricing Parts Setup screen page 143 e Selected Parts After an Available
100. d on the Vehicle Groups side of the screen In FiG 153 four vehicle groups are listed Buses Small Vans 4 Wheel Drive Trucks and 2 Wheel Drive Trucks 4 Wheel Drive Trucks 2 Wheel Drive Trucks FiG 153 112 Setup Screens 5 To add vehicles to a group click the Add Vehicles button 4 05 TA AM Diznenze Comnleted 1195 Gallan IMFTFR 5 FiG 154 6 The Add Vehicle screen shown in FiG 155 displays M Add Vehicle vehicle Group Mame Vehicle ID Vehicle Marne Fic 155 EE EE Steves Add vehicle Delete Vehicle Location IPhaze 7 La e Vehicle Group Name Drop down list automatically populated from the Groups you created in Steps 2 and 3 e Vehicle ID Customer assigned number that is used to distinguish a specific vehicle from any other vehicle in the fleet e Vehicle Name Identification name assigned to the vehicle a From the drop down Vehicle Group Name box select a vehicle group b Type the customer assigned Vehicle ID i e VIN number in the Vehicle ID field c Name the vehicle with a name to help readily identify the vehicle d Click OK button the close the screen and save the new information 7 The vehicles will only be displayed on the main Vehicle Inventory Screen when the specific group it is associated with is highlighted In the example provided in FiG 156 the Vehicle Group Buses is high lighted A Notice that the Group Name Buses has b
101. dation Fic 228 Fluid Type of fluid you are dispensing with the meter Setup on the Fluids setup page 77 Group optional selection Defaults to Matrix System If you choose a group instead only the meters in that specific group will be able to select that work order Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements Preset Amount amount of fluid and the way it is measured associated with work order Labor Type Set up on the Units and Menu Pricing Service screen page 143 Available Parts Additional parts that can be added to the Work Order Set up on the Units and Menu Pricing Parts Setup screen page 143 Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action adds the part to the Work Order To remove a Selected Part from the column highlight the part and click the Left direction arrow Override Validation Check Box When checked validation is required before adding the Work Order the Meter s work queue Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen lf Override Validation is checked clicking the OK button sends the Work Order directly to the Meter s Work Order queue an
102. define what the job code field contains XML Message Formats This section presents two messages that Matrix will send to an Interface Server and the corresponding replies that the Interface Server returns to Matrix Matrix will open a socket connection to the Interface Server connection details are defined in the Matrix Interface Configuration File section page 118 send the request and wait for the response before closing the connection Every XML message that Matrix sends to the Interface Server will end with an EOT 0x04 byte Matrix expects all incoming messages to also end with an EOT 0x04 byte 122 Setup Screens Matrix Validation Request This message is sent by Matrix to the Interface Server when a work order is entered into the Matrix system Message Format Matrix 2 lt MatrixValidationRequest gt lt ValidationRequestKey gt lt Workorder gt lt JobCode gt lt MatrixValidationRequest gt Matrix 3 lt MatrixValidationRequest gt lt ValidationRequestKey gt lt Workorder gt lt JobCode gt lt Source lype gt lt SourceName gt lt Requestor gt lt ValidationDate Time gt lt MatrixValidationRequest gt Definition of Elements a ValidationRequestKey An identifier assigned by Matrix to a particular MatrixValidationRequest This key must be included in the MatrixValidationResponse message returned to Matrix Workorder See Definition of Terms page 205 JobCode See Definition of
103. e 1 or 2 transceivers and a Premier system can have up to 8 transceivers Each transceiver can support up to 150 RF devices The Transceiver screen shown in FIG 83 is used to e Set the system s Network ID used by all transceivers e Setthe individual transceivers Transceiver ID e Assign a Primary Client to each Transceiver M Matrix 3 0 Total Fluid Management System BAX Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM UA Matrix System Maintain Transceivers 6 i ed Users Network ID Modify Network ID LLS gis Clients Transceiver ID USB ID i Transceivers 6 04000077 Matri i Fluids i Tanks i BH tarktevel Monitors i E Pump Air Controls i Pad Meters i H System Layout i g Email i Vehicle Inventory oe i E Interface E Reports Mar 23 2009 10 47 18 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 46 21 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 20 34 AM iClient connected MatrixConsole Mar 23 2009 10 19 35 AM Matrix started T Matrix Service Engine Matrix System l ser Logged In matrix Mar 23 2009 10 47 25 AM FIG 83 When you plug in a new transceiver it appears as a new row on the PC Transceivers screen If you exceed the allowed number of transceivers for your system they will not appear on the screen 71 Setup Screens The Transceiver instruction manual provides complete information about transceiver i
104. e fleet See Vehicle Inventory setup screen on page 111 e abor Type Set up on the Units and Menu Pricing Service screen page 143 Available Parts Additional parts that can be added to the Work Order This information is set up on the Units and Menu Pricing Parts Setup screen page 143 e Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action adds the part to the Work Order To remove a Selected Part from the column highlight the part and click the Left direction arrow e Override Validation Check Box When checked validation is required before adding the Work Order the Meter s work queue 4 Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen If Override Validation is checked clicking the OK button sends the Work Order directly to the Meter s Work Order queue and a new line appears in the Work Order Queue area of the screen 177 Work Orders Entering a Global Work Order You must have a System Administrator or Global Work order privileges to access the Global Work Order creation screens 1 Select the Global Work Orders tab FiG 222 Matrix TOTAL FLUID MANAGEMENT SYSTEM E Global Workorders P spenses Tank Levels TCI
105. e information on this installation choice Matrix3 InstallShield Wizard Matrix3 InstallShield Wizard Setup Type Matrix 3 Installation Options Select the setup type that best suits your needs This installation program allows you to select a Typical or Custom installation Click the type of setup you prefer Custom Description Typical Install default Typical Install specific Matrix components Installs all Matrix software components necessary for a complete system Select this option on exactly one PC in every installation Custom Install For advanced users only Allows you to choose which Matrix software components to install Do not select for Matrix Basic systems Fic 14 21 Installation Since this is a Networked Configuration highlight Custom Install to choose the piece s of the Matrix system you want to install on this PC or Server and then click NEXT On the Select Features screen shown in FIG 15 you are prompted to select the features you want to install and deselect features you do not want to install Click NEXT Matrix3 InstallShield Wizard E3 Select Features Select the features setup will install Select the features you want to install and deselect the features you do not want to install g Client Description Gerver The Matrix Server component Database is the brain of the system Every Matrix system will have exactly one instance
106. e time is changed by either the PC opera tor or automatically by the Windows operating system i e daylight savings time automated change the PC must be restarted 29 Installation Hibernation Mode Ensure that the Windows operating system is not configured to hibernate after a period of inactivity If it hibernates all meters and tank level monitors TLM s in the system will experience a loss of RF signal To turn off the hibertnate function Windows XP 1 Right click on the desktop and choose Properties Arrange Icons By k Refresh Properties FIG 29 2 The properties window displays Choose the Screen Saver tab In the Monitor Power portion of the screen select the Power button FIG 30 Display Properties Theme D esktop Sereen Saver Screen saver indos XP HEN e Settings Vw all 10 minutes On resume password protect Monitor power To adjust monitor power settings and save energy click Power E Cancel j rny FIG 30 30 Installation 3 Select the Hibernate tab Turn off hibernation by clearing unchecking the Enable Hibernate check box Click Apply and OK to close all windows FIG 31 and save the changes Power Options Properties Power Schemes Advanced m stores whatever it has in AP memor on your hard disk and then buts down When your computer comes out of hibemahion it Mure to its previous state Hibernate Disk space f
107. earn how this process works by experimenting with one or two devices before attempting to configure dozens of devices Profile record color coding legend e Yellow Indicates profile is in the READY state The profile is not yet linked to a device ID e Green Indicates profile is in the ASSIGNED state The profile has been assigned to a device ID but it is not yet loaded into the device e White Indicates profile is in the CONFIGURED state The profile has been linked to a device and the profile has been loaded into the device 83 Setup Screens Tank Level Monitor TLM 1 Select Tank Level Monitors from the list on the Matrix System Panel F7 Matrix System ef Lisers x ck Primary Clients be v Transceivers A i Meters a System Layout ae a Fic 106 The screen shown in FiG 107 on page 85 is used to add edit remove and create a profile for the Tank Level Monitors TLM s in a Matrix system Each Matrix tank level monitor TLM has embedded in it a unique device ID The device ID is what differentiates one TLM from another The purpose of the tank level monitor profile setup page is to define the individual profile or settings that should be loaded into each TLM The TLM profile includes tank dimensions and a reporting schedule The TLM profile list will contain one profile for each tank level monitor in the system The number of TLMs a Matrix System can support is determined by the type of sys
108. ect user interaction and cannot be started or stopped unless a user has administrative privileges on the local machine Matrix services are configured to start as soon as Windows starts regardless of whether a user is logged in or not Starting Matrix 3 0 36 To start Matrix 3 0 double click the Matrix 3 0 Client icon that was placed on your desktop during the software installation You can also click the Start button on the Windows task bar and select All Programs Graco Matrix 3 0 Matrix 3 0 Client The Matrix 3 0 Total Fluid Management System main application window opens Software Overview Main Application Window Screen Elements Vm quick lube i vertical Tank 1 p T2 0w 20 Cylinder Tank 1 Obround Tank 1 Vertical Tank2 M Matrix 3 0 Total Fluid Management System Pending Dispenses Completed Dispenses Meter Name 3 FIG 37 There are three main screen elements available to the user on the Matrix 3 User Interface see FIG 37 1 System Layout Panel The icons on the System Layout Panel are arranged in a tree fashion The icons displayed will vary depending on whether an administrator has logged into setup mode or the user is viewing the operating screens run mode e Setup Mode The system layout panel shows an icon for each distinct setup area Details about setup mode and its screens are covered in the following chapter the rest of this chapter ass
109. ed from the list E mail Schedule New Schedule Edit Schedule Delete Schedule Fic 146 View E Mail Log Button Provides information for the IT people to use for troubleshooting in the event the E mail notification feature is not functioning correctly Provides a log of what Matrix has done in its attempt to send out e mail Click the View E Mail Log button FIG 147 E mail Schedule New Schedule Edit Schedule Delete Schedule View E mail Log Fic 147 The E mail Session Logs screen is shown in FIG 148 NOTE In the example shown in FIG 148 there are no error events listed In the event there is a problem the Session Date Session Status and Session Log columns would contain pertinent data M E mail Session Logs EJ Session Date Session Status Session Log Fic 148 110 Setup Screens Vehicle Inventory 1 Select Vehicle Inventory from the list on the Matrix System Panel FiG 149 Matrix System i AER Lisers i s ce Primary Clients ie Transceivers B Reports FIG 149 The screen shown in FIG 150 is used to create vehicle groups and identify which specific vehicles are in each group Matrix 3 0 Total Fluid Management System Jog Matrix G Go To TOTAL FLUID MANAGEMENT SYSTEM GRACO Yaa Matrix System Vehicle Inventory Import Vehicles csv files only Tank Level Monitors i Bj Pump Air Controls Meters System Layout In
110. een added at the end of the Vehicles in Group column title B and the list displayed in that column only contains the Buses that are in the fleet inven 113 Setup Screens tory There are not any Small Vans 4 Wheel Drive Trucks or 2 Wheel Drive Truck Those vehicles will display when those categories are selected Matrix 3 0 dotalikluid Management system E eae n Vm Matrix System ie ed Users i ce Primary Clients i Transceivers i Fluids i Tanks i G Tank Level Monitors i E Pump Air Controls 7 Fo Meters Fic 156 Matrix G TOTAL FLUID MANAGEMENT SYSTEM GRACO Vehicle Inventory B Import Vehicles Vehicle Groups Vehicles in Group Buses zyxwabcd7891234 Bus Route 35 Small Vans 3bczyxw1239987 Bus Route 34 4 Wheel Drive Trucks A 2 Wheel Drive Trucks C Import Vehicles Button If the vehicles in your fleet are inventoried on a separate CSV formatted document the entire document can be imported into the Matrix Vehicle Inventory Screen using the Import Vehicle Button eliminating the need to add each vehicle as a separate entry The CSV document must be named exactly as follows vehicle group vehicle ID vehicle name CSV 1 Click the Import Vehicles button 2 The warning message shown in FIG 157 pops up notifying you that any vehicles you have already added to the group will be replaced by the vehicles in the imported file Vehicle Import
111. ens b FluidName up to 40 characters The fluid name is the fluid assigned to the meter that performed the dispense in Matrix Fluid Profile c Volume a number in the format X XX The exact volume of fluid dispensed d Units the units of measure for the volume element c Units are expressed as one of the following pints quarts e gallons o liters Matrix 3 includes a d above and the following additional features e Vehicle ID Vehicle identification assigned to the RO during the workorder entry process See Vehicle ID section of the Matrix instruction manual f TankName The tank associated with the meter that performed the dispense The Tank Name will match the Tank Name assigned in the Meter Profile g Device Group User defined group containing tanks and meters Default value will be Matrix Sys tem if not assigned to a group h Tech Name System Wide unique name assigned to user The name is associated with the Real Name in the User Setup Screen i Start Dispense Time Defines allowable start time Order is specific Year month in year day in month Followed by hour in day 0 23 minutes in hour seconds in minute Finally milliseconds and RFC822 time zone yyyy mm dd T HH mm ss SSSZ j End Dispense Time Defines allowable end time Order is specific Year month in year day in month Followed by hour in day 0 23 minutes in hour seconds in minute Finally milliseconds and RFC822 time zone
112. ensed against it If the Interface Server allows dispensing against a particular work order then the appropriate charges are posted to that work order in the business system The following list is provided as a sample of suggested and or typical validation criteria e the work order exists e the work order is open e charges can be added to the work order When a work order is entered into the Matrix system Matrix makes a socket connection to the Interface Server and sends it a Matrix ValidationRequest XML message The Interface Server e queries the business system e determines the answer and e responds to Matrix with a MatrixValidationHesponse message All third party interfaces to Matrix must implement this method of work order validation Work orders entered into the Matrix system from a meter always use this method Work Order Posting Regardless of how the work order was validated when a meter finishes dispensing fluid against it the meter sends the Matrix PC the amount that was dispensed The Matrix PC in turn sends this information along with the work order number fluid name etc to the Interface Server in a MatrixPostingRequest message The Interface Server calculates the appropriate charges for the fluid and adds that charge to the work order in the business system When it is complete a success failure indication in a MatrixPostingResponse message is sent back to the Matrix PC 121 Setup Screens Exactly wh
113. er 16819996 Override Validation Fic 218 174 Meter Read Only field identifying the meter the Work Order is associated with Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements Preset Amount amount of fluid and the way it is measured associated with work order Available Parts Additional parts that can be added to the Work Order This information is set up on the Unit and Menu Pricing Parts Setup screen page 133 Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action ads the part to the Work Order To remove a Selected Part from the column select highlight the part and click the Left direction arrow Override Validation Check Box When checked validation is required before adding the Work Order the Meter s work queue Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen If Override Validation is checked clicking the OK button sends the Work Order directly to the Meter s Work Order queue and a new line appears in the Work Order Queue area of the screen Work Orders Third Party ADP Parts With Vehicle Inventory Work Order Screen E M Add Work Order
114. erface Setup Users Third Party Interface ce Primary Clients SN i Transceivers Fluids KOP Detaleettings Tanks General Fluili Pricing Nonfluid Parts Labor Types B Tank Level Monitors DMS Host Name or IP Address Ej Pump Air Controls DMS Host Port Number i P Meters Group Name Ge system Layout Employee Number fp Emai Bulk Fluids Managed Sold By vehicle Inventory Number of Posting Retries E pum Posting Retry Interval seconds Reports FIG 166 ADP General Setup Screen When Matrix is first installed the ADP interface is disabled A Graco Technical Support person must enable and test the interface connection between Matrix and the DMS as the last step in commissioning the sys tem The ADP General Setup screen FIG 166 contains all the setup configuration information necessary for Matrix to apply the appropriate fluid charge to an ADP Repair Order RO NOTE The term work order or WO which the Matrix PC software and this manual uses is synony mous with ADP s repair order or RO In the following ADP Interface instructions the term RO is used 129 Setup Screens Before you can set any ADP Interface parameters you must identify the Third Party Interface you are using 1 Click the Modify Interface button FIG 166 The External Interface Setup Dialog box shown in FIG 167 displays This dialog box is used to specify the Third Party Interface you are using 2 From the drop down menu A FiG 1
115. es 41 Software Overview Dispenses Tab If the Dispenses tab is not selected position cursor over the Dispenses tab and click left mouse button once to select it M Matrix 3 0 Total Fluid Management System Matrix G GoTo TOTAL FLUID MANAGEMENT SYSTEM Matrix System i a Group 1 i Cylinder Tank 1 i Obround Tank 1 i 2 Vertical Tank 1 FIG 43 Global Workord s Devenses Lr Levels Pending Dispens em Timestamp Meter Name The Dispenses tab displays three tables Pending Dispenses Completed Dispenses and Dispense Notes described on the following pages The columns displayed in the Pending Dispenses and Completed Dispenses tables are configurable Col umns can be hidden or shown the column s sort order can be changed according the end user s needs This configuration is done in the Matrix System Setup Screens User Interface Setup page 61 The screen configuration affects all Matrix clients in the system Pending Dispenses Shows all started but not completed dispenses made by any meter in the system When the dispense is completed it is removed from the pending table and added to the top of the Com pleted Dispenses table A user can view notes for individual dispenses by selected a completed dispense row e Timestamp displays the day month date time and year that the dispense took place e Meter Name specific name assigned by the System Administrator on the Setup screens to
116. escription For example Kichen Computer or Mary s Full computer name PCS866_ msp graco com D amain Imesp graco com To use the Network Identification Wizard to join a NetworkID domain and create a local user account cick Network Network ID ID To rename this computer or join a domam click Change FIG 234 195 Appendix A How to find a PC s host name in Windows Vista 1 The PC s computer name also known as the Host Name is found on the System Properties screen To display this screen on the Windows Desktop click Start Control Panel FiG 235 I Wind Media Pl ld Indows Media Player Computer 2J small Business Resources Network o System Update Connect To ea Windows Fax and Scan Control Panel EN d Kcr Default Progra rune remove pro Help and Support ZADANE oe i a ia jas Moo 30T FIG 236 In the example shown in FIG 237 the Computer Name is vista1 View basic information about your computer p Device Manager Windows edition Lp Remote settings Windows Vista Business Copyright 2007 Microsoft Corporation All rights reserved Service Pack 1 Upgrade Windows Vista a E we oystem protection te Advanced system settings Rating PEU Windows Experience Index Unrated Processor Intel R Pentium R 4 CPU 2 80GHz 2 80 GHz Memory RAM 2 00 GB System type 32 bit Operating System Computer name domain and wo
117. est Configuration button FiG 138 E mail Configuration From E mail Address vernoniz3ipgraco com SMTP Server xvzl123 SMTP Port 25 Use Authentication Yes Username matrix 1 Password eek Edit Configuration Test Configuration Fic 138 2 The E mail Test screen shown in FiG 139 displays Type an e mail address to send the test message to and click the OK button to send the test e mail E mail Test Enter destination address ad Fic 139 3 Verify the test e mail was received at the destination e mail address If it is not received you will need to edit the configuration information and retry the test If the test e mail is received at the destination e mail address no further testing of the configuration is necessary 106 Setup Screens E Mail Schedule The e mail schedule portion of the screen shown in FIG 140 is used to define when and why Matrix gener ates an e mail to edit a scheduled e mail or to delete scheduled e mail notices E mail Schedule Edit Schedule Delete Schedule View E mail Log FIG 140 New Schedule Button 1 Click the New Schedule button to display the E mail Schedule setup screen shown in FIG 141 M E mail Schedule X E mail Event Missed Tank Reading Report x issed Tank Reading Report boi ank Level Low ank Level High To Tank volume Report Subject Tanks Cylinder Tank 1 Obround Tank 1 Vertical Tank Vertical Tank2
118. ew Favorites Tools Help 4 E amp ee Et My Recent Documents gt 3 5 R Search e Folders mE N Pi My Computer Address t Control Panel i vat E mail ze Name lt Comments a My Network Places See Also E Fonts Add change and e i Help and Support Game conmolars Add remove and C f TC4 Prod Einte GMA Driver Control the graphic y Internet Options Configure your Inte iL Java Java TM Control P Li Pro ENGINEER S Mnitiator 1 3 1 23 Initiator Control Pa E 2 Printare and Fase Sakeyboard pais your key M Matrix 3 Client _ Mouse Customize your mo network Connect Connects to other c e Q9 Help and Support Phone and Mode Configure your tele Bees Edit Matrix Settings o Power Options Configure energy s A po Search Printers and Faxes Shows installed prin Regional and Lan Customize settings ah Notepad 177 Run Sy Scanners and Ca Add remove and c is Scheduled Tasks Schedule computer fat aes D Security Center view your current s ON Shortcut to pt32 exe Dilsounavax SoundMAX Control Sounds and Audi Change the sound s a Speech Change settings for All Programs gt 9 Symantec LiveUp This applet allows v System See information abo Log Off 9 Shut Down ull Taskbar and Star Customize the Start x 88 User Accounts Change user accou 48 3 B control Panel i TEO RET WIBU KEY Software windows
119. face Setup tab to display the User Interface Setup screen shown in FIG 68 The User Interface Screen is used to tailor the appearance of specific data tables shown on the run screens The system administrator has the ability to select which columns should be visible hidden and the table s sort order The screen is divided into three sections e Table Name a list of configurable data tables on Operation Screens e Columns for Table Column Headings currently associated with the highlighted table and the order they appear e Under the Location on Display column is a list of the screens those tables appear on In this view the screen appears in a Read Only format M Matrix 3 0 Total Fluid Management System BAX Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Vm Matrix System System Defaults Events Contact Information User Interface Setup Dispense Note Fields i u t a User Interface Tables i ce Primary Clients Table Name i Transceivers Completed Dispenses Jispe 5 Pending Dispenses i Fluids Dispense History Meter Status Tanks Dispense Notes Meter Status Work Order Queue Meter Status BH rene monitors Adjustment History Reading Status B Pump Air Controls Tank Status 7 Reading Status System Event Log System Alert i P Meters Tank AdiuctroenE Hickory Tank Statue i H System Layout Columns for Table Completed Dispenses F Timestamp Meter Name Amount Vy First Note i Email em Ve
120. fic Matrix components The most com mon usage of this type of installation is to install only the client component on a PC in a multiple PC Matrix system For very large systems this type of installation also allows for installing just the data base or the Matrix Service Engine MSE which is useful when trying to distribute system load across multiple servers All custom installation selections will include the Client user interface application and the Transceiver Server service a Client Only This custom installation will install the Client application and the Transceiver Server Both components must be configured to point to the MSE and the database presumably installed elsewhere on the network b Matrix Server Only Same as Client Only except that the MSE is also installed c Database Only Same as Client Only except that the Matrix Database is also installed The Matrix Properties Editor which is installed as part of any Matrix installation process selected is used at the end of either installation process to properly configure the computer for operation on that specific Matrix system Instructions on how to use the editor is found in the Edit Matrix System Properties section 14 Installation Stand Alone Configuration The Stand Alone Configuration shown in FiG 2 only requires one PC that is dedicated to Matrix system operation to run the entire system FIG 2 Setup Path 1 Log into Windows as an administrator 2
121. ge Matrix System FIG 122 96 Setup Screens System Layout 1 To display the main System Layout setup screen select System Layout from the list on the Matrix System Panel Fia 123 Before you setup the System Layout you must first add tanks page 79 and meters page 92 Note The system cannot be in use when modifying System Layout changes cannot be saved ip e Liebi L Tes eeben FIG 123 The System Layout screen shown in FIG 124 displays M Matrix 3 0 Total Fluid Management System Lok Matrix gt GoT TOTAL FLUID MANAGEMENT SYSTEM GRACO Vm Matrix System System Layout Matrix System OF Users Cylinder Tank 1 ce Primary Clients Obround Tank 1 bee Transceivers Vertical Tank 1 Vertical Tank2 i Fluids i si Tanks B Tank Level Monitors i Pump Air Controls i O p The Data to the right represents the grouping of the Devices on this Matrix System For viewing when in Run Mode You can create logical groups to better navigate the application Edit Layout Event Detail Device Location Timestamp Mar 23 2009 11 08 38 4M TLM Configured with profile Vertical Tank 1 l Mar 23 2009 11 08 36 AM Invalid Tank Reading 03000013 Mar 23 2009 10 49 10 AM Transceiver Connected 04000077 10 82 131 53 04000077 10 82 131 53 1 Mar 23 2009 10 48 01 AM Transceiver Connected i Mar 23 2009 10 47 18 AM Transceiver Connected 10 82 131 53 ser Logged In
122. guish a specific vehicle from any other vehi cle in the fleet See Vehicle Inventory setup screen on page 111 e Available Parts Additional parts that can be added to the Work Order This information is set up on the Unit and Menu Pricing Parts Setup screen page 133 e Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action adds the part to the Work Order To remove a Selected Part from the column highlight the part and click the Left direction arrow e Override Validation Check Box When checked validation is required before the Work Order is added to the Meter s work queue 4 Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen If Override Validation is checked clicking the OK button sends the Work Order to the Meter s Work Order queue and a new line appears in the Work Order Queue area of the screen 182 Work Orders Third Party ADP Service Global Work Order Screen M Add Work Order Fluid 5w 30 v Group Matrix System v Work Order 123456 Job Code 1 Preset Amount 2 0 Quarts Labor Type CB1 m Available Parts Selected Parts Air Filters v 16819996 Part Number Override Vali
123. he ValidationRequestMessage This field is used by Matrix to match the response to the original request 2 ValidationStatus Indicates the result of the validation request Valid values for this field are 1 if the work order is validated and 0 if it is not validated Any other value translates to the work order not being validated 3 ValidationErrorDescription Limited to 100 characters This description is shown to the Matrix user as the reason why the work order was not validated if ValidationStatus is anything other than 1 4 TpValidationKey Limited to 255 ASCII characters that are either a digit or letter according to Java s Charcter isLetterOrDigit This is an identifier key generated by the Interface Server and used by the Interface Server to uniquely identify a fluid dispense 124 Setup Screens Usage The interface must respond to each MatrixValidationRequest with a MatrixValidationResponse message The ValidationRequestKey elements in both messages must match exactly The interface must respond with a MatrixValidationResponse message within 30 seconds If no response is received within that time frame the work order is not validated This means the user cannot dispense fluid against it and must either try reentering the same work order or try entering a different work order number The intent of the TpValidationKey element is to provide a mechanism by which a third party developer can place a unique
124. he Matrix system e Be careful to ensure that all necessary Matrix equipment is ordered to avoid delays during installa tion 7 Order Matrix Equipment distributor orders Matrix equipment and has it shipped to the distributor s location e Distributor should have an office or meeting room to stage the equipment for programming Step 1 is complete Installation D Actions at Distributor Location when Matrix Equipment Arrives When the Matrix 3 hardware and software CD arrive at the distributor s location most of the system config uration and setup can be done before the actual installation day at the end user s facility The decision to perform these steps prior to the installation site is usually a judgement call that is made by the installing distributor For large installations it s prudent to do this in advance as described below 1 Load Matrix Software to Distributor s Server Primary Client PC 2 Connect Transceiver to Distributor PC use appropriate cable for transceiver distance from PC 3 Set Tank Level Monitor TLM Dipswitches remove batteries if necessary TLMs are factory shipped without batteries installed Set TLM dipswitches for the Network ID and Transceiver ID 4 Provide Power to Pump Air Control PAC Find appropriate plug and assemble it to the PAC Plug PAC into grounded electrical outlet 5 Install Meter Batteries Install TLM Batteries wait a minimum of 30 seconds after setting the dips
125. he tank you select and was created on the Tank setup screen This information is only provided for reference on this screen and is not an editable field on this screen e Units The Units profile is associated to the tank you select and was created on the Tank setup screen This information is only provided for reference on this screen and is not an editable field on this screen 86 Setup Screens e Battery Warning Level Determines when a warning message is generated to notify the user how much of the battery s charge is remains This value is expressed as a percentage of a fully charged battery A fully charged battery is 100 e Fluid Full Height H1 Measurement of fluid in the tank measured from the bottom of the tank to the full level e Fluid Full to Bottom of Extension Tube H2 Measurement of distance between the top of the full level in the tank and the bottom of the TLM tube This measurement must be between 0 20 inches 0 50 cm e Reading Schedule Defines the frequency at which tank level reports are sent to the Matrix PC Up to 10 hourly readings can be sent in a 24 hour period NOTE The frequency of reporting is directly related to the TLM battery life The more daily reports the shorter the life of the tank level monitor s batteries 3 When all fields have been completed click the OK button on the bottom of the Add TLM Profile Screen The profile is added to the top of the list Assigned in
126. heduled event This event is usually sent to the Matrix system administrator It is possible for the Missed Tank Level Reading and Low High Level Warning events to occur mul tiple times per day but an e mail for that particular event will be sent only once per day For example if the tank level falls below the configured warning level each successive meter dispense from that tank will generate a pop up Low Tank Level warning for that tank This will continue until the tank is filled above the warning level but the e mail notification will happen only the first time it occurs on that day Graco strongly recommends that the End User s Information Systems personnel be involved in the following Matrix configuration E Mail Configuration New or Edit Configuration 1 To setup the Matrix system for e mail notification or change the existing e mail configuration click the Edit Configuration Button FIG 136 Matrix WA UNS MA A RN E mail Configuration From E mail Address SMTP Server SMTP Port Use Authentication Username Password CT tic contaran Dres Confusion Fic 136 104 Setup Screens 2 The E mail Configuration screen shown in FIG 137 displays E mail Configuration From E mail Address SMTP Server SMTP Port 25 Mail Server Authentication Use Authentication Authentication requires a valid user name and password For the SMTP server Contact your IT support person For this informat
127. here Dispense Notes Additional supporting information supplied by the technician related to a dispense such as Paid when the dispense is billed to the business software Dispense Notes can only be added at the PC FIG 45 43 Vial GoTo TOTAL FLUID MANAGEMENT SYSTEM G o Matrix System Global Workorders Dispenses Tank Levels i Uu Group 1 i c Cylinder Tank 1 i Obround Tank 1 i Vertical Tank 1 i Vertical Tank2 Pending Dispenses Meter Name Pd METER 1 Completed Dispenses Meter Name Job Code First Note Note Title Timestamp Event eta Device Location Mar 26 2009 10 29 15 AM Transceiver Connected 04000077 10 82 131 53 Mar 26 2009 10 28 47 AM IClient connected MatrixConsole Mar 25 2009 10 31 01 AM Client disconnected MatrixConsole Mar 24 2009 2 34 34 PM Client connected MatrixConsole Mar 24 2009 2 32 35 PM Client disconnected MatrixConsole v Mar 26 2009 10 34 59 AM Software Overview Tank Levels Tab Position cursor over the Tank Levels tab and click left mouse button once to select it M Matrix 3 0 Total Fluid Management System Matrix TOTAL FLUID MANAGEMENT SYSTEM GoTo Matrix System H Global Workorders Dispignses Tank Levels i Uu Group 1 Tank Levels a i i Cylinder Tank 1 STUNDE sv Tei Ns s E Battery Mar 23 2009 10 57 06 AM vertical T
128. hicle Inventory Available Unused Columns Sort Rows i G Interface i ioo L Hopores Vehicle ID Timestamp Entered Timestamp Mar 23 2009 10 20 34 AM Client connected MatrixConsole 7 i Mar 23 2009 10 19 35 AM Matrix started Matrix Service Engine Matrix System ser Logged In matrix Mar 23 2009 10 23 12 AM Soi i rr Fic 68 61 System Administrator Setup Screens To configure a table use the mouse to highlight a table on the list Then click the Modify button The User Interface Setup Screen shown in FIG 69 displays Ip Ed Columns for Table Completed Dispenses Available Columns Display Columns Sort Columns Column Column Meter Mame Work Order ob Code irst Mote mount attery Fluid Display Order Drag amp Drop columns Timestamp Meter M Amount Fluid Work Or Job Code First Mote FIG 69 e Available Columns List of columns available for display and sorting that are not currently selected e Display Columns The subset of all available columns that have been selected for display in the table e Sort Columns The columns by which the rows of data in the tables are sorted These columns are arranged in order to determine which column to sort first second third etc To move a Column Heading between columns use the mouse to select the item and the left and right arrows between the columns to add or remove the item For example in FIG 69 if you want
129. icrosoft Windows where Reports will be saved when the user generates a report 201 Appendix A Transceiver Client Port The port number the Matrix Transceiver Server on this PC listens on Default 20003 Transceiver Server Port Monitor For use by Graco Tech Assistance personnel only This port is used for debugging purposes Default 20004 Numbers 20000 49151 are available Refer to Internet Assigned Numbers Authority IANA port list for reference or conflicting ports 202 Appendix B SECTION 9 Appendix B Third Party Interface Introduction Introduction Appendix B contains information to explain to a software developer how to create a custom software program that communicates between Graco s Matrix Total Fluid Management System and a Matrix user s business system reporting the amount of fluid dispensed and the charges associated with that fluid for a specific customer s work order This software program is called an Interface in this document This document only focuses on the Matrix portion of the Interface illustrating what is required and supported by Matrix This document only applies to Matrix software version 3 0 It does not apply to any other version of Matrix Full Line with ADP interface Matrix Full Line with Reynolds amp Reynolds interface or Tank Level Monitor Only software Assumptions 1 2 204 The reader is a software developer who understands networking Java XML and we
130. identifier key in this field that enables them to distinguish between duplicate work order entries Within Matrix there are not restrictions against using the same work order or work order and job code combinations multiple times If the returned ValidationStatus is 1 and the work order was entered at the meter e the PC tells the meter the work order was validated and the work order was entered at the PC e the PC sends the work order to the meter The work order appears in the meter s work order list The technician can dispense fluid against this work order at any time by selecting it from the list on the meter If the returned ValidationStatus is 0 and the work order was entered at the meter e the PC sends the meter a rejection message for this work order e the meter appears with a WO REJECTED message and does not allow dispensing against the work order and the work order was entered at the PC e the PC will display the message in ValidationErrorDescription e the PC will not send the work order to the meter e the work order will appear highlighted in red on the work order screen e the PC user has the ability to delete it or retry validation e additional work orders for this meter cannot be entered until this one is deleted or validated 125 Setup Screens MatrixPostingRequest This message is sent by Matrix to the Interface Server at the completion of the fluid dispense Message Format
131. identify a specific meter e Amount quantity dispensed by the meter measured as either Pints Quarts Gallons or Liters e Fluid type of fluid dispensed e Work Order number assigned to the work order e Job Code number assigned to the job code e Battery amount of battery life remaining 42 Software Overview Completed Dispenses List of all dispenses that have been completed by all meters in the system FIG 44 M Matrix 3 0 Total Fluid Management System Je latrix CF GoTo TOTAL FLUID MANAGEMENT SYSTEM a Matrix System Global Workorders Dispenses Tank Levels a Group i Pending Dispenses Meter Mame Amount Fluid Work Order i Cylinder Tank 1 i Obround Tank 1 i Vertical Tank 1 i Vertical Tank2 Ped METER 1 d Completed Dispenses Meter Mame Arc e ryt First Note Note Title Timestamp displays the month date year and time that the event took place Meter Name specific name assigned by the System Administrator on the Setup screens to identify a specific meter Amount quantity dispensed by the meter measured as either Pints Quarts Gallons or Liters Fluid type of fluid dispensed Work Order number assigned to the work order Job Code number assigned to the job code Battery amount of battery life remaining First Note displays the first note listed in the Dispense Note Field Tab page 63 Up to 4 notes can be created on the screen but only first one displays
132. iled description of each screen its purpose and function are provided on the following pages Users page 65 Used to add new users modify or remove users Also assigns each user a name PIN information and security level Primary Clients page 68 Used to add edit or remove a networked PC client in the Matrix system Transceivers page 71 Sets Transceiver ID to enable the Matrix PC to communicate with the hardware components in the Matrix system Fluids page 77 Used to add edit or remove fluids from the system Tanks page 79 Defines the profile for each geometric storage device in the Matrix system Tank Level Monitors page 84 Defines the profile for each Tank Level Monitor in the Matrix system Pump Air Controls page 89 Defines the profile for each Pump Air Control used in the Matrix system Meters page 92 Defines the profile for each meter used in the Matrix system System Layout page 97 Area where System Administrator defines how devices appear to the end user on the screen E mail page 103 creates online e mails about the Tank Level Monitors If TLM s are not used this fea ture is not used Vehicle Inventory page 111 For tracking routine maintenance performed on each specific vehicle in a fleet of vehicles over a period of time Interface page 116 Setup screens for establishing communication link between the Matrix PC Soft ware and a Third Party Interface Software including ADP and Reynolds and Rey
133. ill occur only for the purposes of billing for the fluid Matrix will always keep track of the exact amount dispensed Matrix Reports can be used to compare dispense history of dispensed fluid amounts to billed fluid amounts The pricing within the DMS for a given fluid part number can be overwritten with pricing entered in the interface The interface can accommodate unconventional billing units for fluid i e tenths of units instead of pints quarts gallons or liters Unit Pricing Example Parts Fic 170 FIG 133 M unit Pricing Dialog I o Accounting Units Quarts A Sale Price Custom Unit Multiplier 1 0000 Part Comment Adjusted Volume Round Up vi Enable Menu Pricing Mandatory fields are displayed in red 170 ADP Parts Fluid Pricing Part number The ADP part number of a single unit of this fluid part i e 1 quart of 5W30 oil The Part Number field is required and cannot be left blank Sale Price If a Sale Price is specified it will override the pricing structure on the DMS If the Sale Price field is left blank the pricing structure for this part number on the DMS applies Part Comment An optional field that allows for specifying a comment for this fluid part on the ADP RO If no comment is desired this field can be left blank Accounting Units Billing units of measure used for the fluid This unit does not have to match the units programmed for the meter Standard Matrix units
134. ing Other Nonfluid Parts Part Number 1234 Sale Price 2 00 Part Comment Override Dispense Adjusted Volume Fluid Quantity 6 Mandatory fields are displayed in red NY M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Optional 4 sale price entered here will apply to each part number selected from the Oil Filters category when entering a work order at the PC Preselected Oil Filter Sale Price 4 75 ae Mandatory fields are displayed in red M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Optional Configure up to three part numbers that are added to the work order each time this menu is used Part Number Quantity Sale Price 12328760 v None Selected v None Selected v Mandatory fields are displayed in red FiG 182 Parts Menu Criteria Parts Menu Fluid Pricing Parts Menu Oil Filter Parts Menu Other Non Fluid Parts If the destination line on the RO has labor type CP89 and the volume dispensed is between 5 0 7 0 quarts the dealership wants 6 quarts of oil at 2 quart posted to the RO along with an oil filter at 4 75 any oil filter that the user selects from the list of filters loaded into Matrix and an oil pan drain plug gasket at 0 25 With 12 99 in labor this matches exactly with the dealership s advertised price of 29 99 for an oil change Part
135. inition of Elements 1 PostingRequestKey This element is an echo of the field by this same name in the MatrixPostingRequest message This field is used by Matrix to match the response to the original request 2 PostingStatus Indicates the result of the posting request for the fluid itself Valid values for this field are 1 if the fluid was successfully posted and 0 if it was not 3 PostingErrorDescription Limited to 100 characters This is a required field if PostingStatus is not 1 This description is shown to the Matrix user as the reason why the fluid dispensed against this work order was not successfully posted Usage The interface must respond to this message with a MatrixPostingResponse message There is no specific time limit in which the interface must respond but Graco recommends that a response must be sent within 30 seconds of receipt of the MatrixPostingRequest If the returned PostingStatus is 1 the dispense will appear in the dispense history table on the Meter Dispense Information page with Posting Status of Complete If the returned Posting Status is not 1 the dispense will appear highlighted in red to indicate it was not completely successful Right clicking the dispense record and choosing View Posting Details will show the error message returned in PostingErrorDescription The user has the ability to retry the posting effort by right clicking on the dispense record and selecting Retry P
136. ion this is NOT the same as the Matrix administrator user name and password Username Password FIG 137 e From E mail Address Recipients of any e mail sent by Matrix will appear to come from the address entered here Typically this is the e mail address of the person responsible for managing the bulk oil tank deliveries and pick ups at the Matrix site e SMTP Server Address for Outgoing Mail The address of the mail server to which Matrix trans fers outbound e mail This address can be obtained from either the Internet service provider or from IT personnel at the site Some Internet service providers change the SMTP address fre quently e g AOL The Matrix e mail functionality will not work with these Internet service provid ers e SMTP Port By default when sending e mail Matrix will connect to the specified SMTP mail server on Port 25 If the server is using a different port specify it here e Use Authentication User Name Password some mail servers require authentication in the form of a user name and password If this is the case check the check box and enter the appropri ate user name and password here Otherwise leave the check box unchecked and the user name and password fields blank 3 Click OK to close the screen and save the changes 105 Setup Screens Test Configuration Button 1 To verify the outgoing e mail information you setup on the E mail Configuration screen is correct click the T
137. ix TOTAL FLUID MANAGEMENT SYSTEM Go To Matrix System Al TLM Profile Vertical Tank 1 i L Ti Users Tank Name TLMID Fluid Units ce Primary Clients Transceivers Fluid To Full H1 Full To Monitor H2 Battery Warning Level Device Group Status UL A3 Fluids T m ia eg ka 9 d iss G Pump Air Controls Registered TLMs Registered TLMs m 3 a HiT Ie i em Vehicle Inventory i T Interface b a System Configurar lt 2 Timestamp Event Delete C view Registered tums Detail Device Location Mar 26 2009 10 29 15 AM Transceiver Connected Bo ooa 10 82 1353 lw Mar 26 2009 10 28 47 AM Client connected Po MatrixConsole Po Mar 25 2009 10 31 01 AM Client disconnected eo MatrixConsole Po Fic 110 The Clear List button removes all registered TLM s from the system FIG 110 These TLM s will have to be re registered with the Matrix PC See the TLM instruction manual for complete TLM registration instructions 88 Setup Screens Pump Air Control PAC 1 To display the Pump Air Control setup screen select Pump Air Control from the list on the Matrix Sys tem Panel Wh Matrix System bee Meters n H System Layout Fic 111 The screen shown in FIG 112 is used to name link unlink and modify a Pump Air Control PAC in a Matrix system You can only have one PAC for each pump in your s
138. justed volume will be 84 and a quantity of 84 of part number 1234 is put on the RO 135 Setup Screens Menu Pricing Parts To enable Menu Pricing check Enable Menu Pricing check box on the Fluid Pricing Tab set up screen M unit Pricing Dialog Pert tarber cic Accounting Units Quarts v Sale Price Custom Unit Multiplier 1 0000 Part Comment Adjusted Volume Round Up vi Enable Menu Pricing Mandatory fields are displayed in red Fic 174 ADP Parts Fluid Pricing e Menu pricing allows the dealer to charge a flat rate for dispenses that fall in specified volume ranges and timing constraints e The interface can book non fluid parts i e oil filters air filters etc with the RO e Dealer has the option to either use pricing for the oil dispense and non fluid parts or can specify a spe cial pricing for the dispense and non fluid parts e During normal interface operation the RO can be sent with parts With this menu enabled you can hard code up to three additional non fluid parts to all ROs meeting this menu s criteria i e if you sent an oil filter with a dispense you might include a free or discounted car wash using this interface fea ture e Menu pricing allows the dealer to charge a specified oil dispense sale amount and oil filter sale amount to total a desired oil filter packaged price 1 Select a specific fluid from the Fluid drop down box and then click the Add New button FiG 169 page
139. k Fluid Tank Capacity Units Length Units Tank Warning Tank Shape Cylinder Tank 1 GL1 Inches Cylinder j ce Primary Clients Obround Tank 1 10w40 Oil JInches 3 i Transceivers Vertical Tank 1 GL1 Inches fo Vertical CONFIGURED 10 40 Oil Gallons Inches Yo Vertical i Fluids r i Tank Level Monitors i E Pump Air Controls i Pol Meters i H System Layout i G Email Vehicle Inventory i Interface Reports Timestamp Detail Mar 24 2009 2 34 34 PM Client connected MatrixConsole Mar 24 2009 2 32 35 PM Client disconnected IMatrixConsole Mar 24 2009 2 02 53 PM Client disconnected MatrixConsole Mar 24 2009 2 32 10 PM Client connected MatrixConsole Mar 24 2009 2 01 07 PM Client connected MatrixConsole ser Logged In Sammy 1 Mar 24 2009 2 34 57 PM Fic 100 79 Setup Screens 2 Click the ADD NEW button to create a profile and add a new Tank to the Matrix system 3 The Edit Tank Profile screen shown in FiG 101 displays Tank Mame EN Flud Name G1 E Tank Capacity 0 Units Gallons v Length Units Inches Tank Warning Level 10 v Tank Warning Level Type Low B Tank Shape Vertical g Tank Dimensions No Dimensions Required Fic 101 80 Tank Name provide a name to identify the tank Fluid Name from the pull down list select the type of fluid the tank will hold This field is created from the information provided on the Fl
140. k space e CD ROM drive e One available USB port per transceiver e Network card e Sound card primary clients only Networked Matrix Systems Server Hardware Requirements The Matrix servers minimum hardware requirements vary depending on the size of the system Commonly available PC hardware can be used as a server for systems of less than 25 PC clients and 100 meters e Graco requires this PC be dedicated to Matrix e 3GHz Pentium 4 or equivalent processor e 2GB RAM XP or 2003 Server operating systems or 4GB RAM Vista e 1024 x 768 screen resolution e 1GB free hard disk space e CD ROM drive e One available USB port per transceiver e Network card e Sound card primary clients only For larger systems Graco recommends server class hardware for the Matrix Server The most significant factors that determine a Matrix System s relative load demands on the Matrix server are the number of cli ent PCs and meters Graco uses the following dedicated server for internal testing of large Matrix systems this can be consid ered to be a minimum server profile e Dell PowerEdge SC1430 server e Two dual core 1 6 GHz Xeon processors e 4GB RAM e Serial ATA hard disks e Two network interface cards one for the Matrix system and the other for administra tion backup maintenance e Windows Server 2003 R2 Standard Edition operating system with SP2 If the number of PC clients is high gt 100 and or the meter count is high 2100
141. ks General Fluid Pricfig Nonfluid Parts Labor Types i Tank Level Monitors Non Fluid Parts 2 pur ai contrat inis i ERE ERN CREE NCNE ania ak Rata aa Rena eal REEL ER E A RECS EEEN 16819996 2 ners Oil Filters H System Layout Wiper Parts E Email oxo f e vehicle Inventory GE Interface Reports New Category Modify Category Delete Category Add Part Modify Part Delete Part Fic 194 ADP Non Fluid Parts Tab 150 Part Categories Customer defined list of non fluid parts that can be added to the RO NOTE An Oil Filter category must be added by the user to override pricing in Menu Pricing This is a special category that is linked to fields found in the menu configuration screens All other categories can be specified to meet the customer s application Parts Specifications Defines specific parts related to the highlighted category on the Parts Category list Setup Screens Adding Modifying and Deleting Categories Adding Part Categories 1 Click New Category button to display the dialog box shown in FIG 195 M Add New Part Category Part Category Mame Part Category Description Mandatory Fields are displayed in red Fic 195 e Part Category Name User defined name for category e Part Category Description Optional field where user can provide additional description related to Part Category Name 2 Click the OK button to add the new Part Category to the list displa
142. le on the machine running the MSE NOT the Client Error Code 2982 Solution The MSE service be be configured by a user with Administrative privileges To modify the MSE Right click on My Computer Selecting Manage Double click on Services and Applications Double click on Services Select Properties Select the Log On tab Select This account and provide the account name and password that exists on that machine Apply the changes and restart the service 2079 oocv0p The MSE will now run as if that user had started it The per dispense printer list will show the printers that are available to the selected user on this machine Problem cannot see all of the information and buttons on the Matrix screen and it looks distorted or out of proportion Error Code 2915 Solution Check the font size setting you are using for your Windows application Matrix cannot accommodate using larger fonts a Right click anywhere on the desktop b Choose Properties from the pop up box c Click on the Appearance Tab d From the drop down Font Size box select Normal e Click the Apply and OK buttons to close the screen SECTION S Appendix A Appendix A How to find a PC s host name in Windows XP 1 The PC s computer name also known as the Host Name is found on the System Properties screen To display this screen on the Windows Desktop click Start Control Panel FiG 232 iii E mail er My Computer Latus Motes
143. lic network What are network locations Windows Firewall is not using the recommended late N settings to protect your computer What are the poc recommended settings _ A Installation 3 If not already selected click Exceptions Tab to display contents FIG 28 Windows Firewall is turned off Your computer is at risk of attacks and intrusions from outside sources such as the Internet We recommend that you click the General tab and select On To enable an exception select its check box Program or port BITS Peercaching Connect to a Network Projector Core Networking J Distributed Transaction Coordinator File and Printer Sharing E isC51 Service CI Key Management Service Network Discovery Performance Logs and Alerts Cl Remote Administration Cl Remote Assistance Remote Desktop m 4 Notify me when Windows Firewall blocks a new program Fic 28 4 Click Add Port button FIG 28 5 n Dialog Box that displays enter the following information e Name Use appropriate name for the port i e Matrix3 MSG Port 2000 e Port Number Create an exception for the following list in this field 20000 MSE 20002 Client Y 20003 Xovr Server Y 20005 Firmware Update Tool 20006 Database 6 Select TCP 7 Click OK button to save your changes Clock and Time Zone Settings Verify that the clock and time zone settings are correct When th
144. lient gives the client additional privileges in the Matrix system 1 Auser with administrator privileges can login to access the setup screens at the Primary Client PC 2 The Primary Client PC can be assigned to a transceiver any transceiver the Transceiver section page 71 which in turn allows any user at that Primary Client PC to authorize Parts Room Authorization requests 3 Depending on the system configuration system wide events and error messages will appear with visi ble and or audible notification at the Primary Client PC NOTICE It is possible for multiple administrator users from different primary client PCs to simultaneously access the system setup screens This means there is potential for conflict if multiple administrators edit the same settings at the same time Graco strongly recommends that installers and users do not do this Designate one user with one or two backups to have administrative responsibilities and assign all sys tem setup editing to that person The computer running the Matrix Server Engine is by default a Primary Client and is listed as Matrix Con sole in the Primary Client list 68 Setup Screens Note that by default the Primary Clients table on this page has one entry this entry corresponds to the Matrix Console and cannot be changed M Matrix 3 0 Total Fluid Management System Lok TOTAL FLUID MANAGEMENT SYSTEM Vm Matrix System H Primary Clients MatrixConsole GoTo
145. lumn check the Enable Audible Events checkbox on the top of the screen FIG 65 When this box is checked check marks appearing in the Audible Events column become green Any box in the AUDIBLE column can be checked or unchecked Boxes that are not checked will not provide an audible alarm when an alarm event occurs related to that item Events Tank Level Monitor Events e Event Audible Display Missed Scheduled Reading E ee TLM Battery Low M 1 M TLM Communication Failure L H HB TLM Configured with profile Fl ne Meter Events Audible Display FIG 65 Click the OK button to close the screen and save the changes 58 System Administrator Setup Screens Contact Info Select the Contact Info tab to display the Contact Info screen shown in FIG 66 This tab provides the cus tomer with a quick reference resource containing information about who to contact for assistance and or questions about their Matrix 3 system The Contact Info screen is divided into two sections Installation Information and Distributor Information In this view the screen appears in a Read Only format M Matrix 3 0 Total Fluid Management System BAX Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM pnm A n Matrix System H System Defaults Events Contact Information User Interface Setup Dispense Note Fields i i d Users Installation Information i ck Primary Clients i Tra
146. m Administrator Setup Screens To setup the defaults on the System Default screen click the Modify button The System Default change screen shown in FIG 52 displays EE M KE 23Y M System Defaults System Default Settings Measurement System English v Meter Security Type System Monitoring System Emergency Code 4357 Use Vehicle IDs Ortes No Automatic Per Dispense Report O Yes No Dispense Report Printer SnagIt Use Global Workorders Q ves 9 No Login Behavior Work Order Entry Authentication Require user authentication on every work order entry If checked users must enter their username and password For every work order they enter into Matrix Unchecked Matrix allows work order entry indefinitely after successful logging in Fic 52 System Default Settings 51 Measurement System From drop down menu choose between two options English or Metric Meter Security Type From drop down menu select the type of meter security you are requiring e PIN Code Meter requires user to provide a 4 digit PIN code before it can be used to dispense fluid e Parts Room Authorization PRA User must request authorization from the system administra tor before each dispense The system administrator can either ACCEPT or DENY the request If the request is DENIED the user will NOT be able to dispense fluid e System Monitoring No meter dis
147. mation Systems IS person from the dealership and discuss the networking requirements prior to the installation date Both the fixed operations lead person and the IS lead person should be on site the day of install for assistance as required 2 RF Communications Review distributor evaluates the number and location of transceivers that will be required for the application See Matrix Transceiver Instruction Manual and Matrix 5 and 15 Meter Manual 3 Electrical Outlet Location verify electrical outlets are conveniently located near locations for Trans ceiver and Pump Air Control installation 4 Matrix Facility Layout distributor obtains a floor plan drawing of the facility and labels the location of Matrix components i e meter number fluid tank number transceiver s PC See page 7 e Drawing should include overall shop dimensions and major building structures e Verify number of transceivers required e Complete Matrix Programming Templates distributor and end user representative fill out the Matrix Programming Templates 5 Computer Selection Purchase distributor and end user select purchase computers that meet Matrix requirements specified by Graco e Graco strongly recommends that the end user s IS Information Systems professional be involved in the selection and or purchase of PCs 6 Create Bill of Materials B O M using the floor plan layout drawing distributor creates the bill of materials and quote for t
148. matrix Mar 23 2009 11 08 46 AM Fic 124 97 Setup Screens 2 Click the Edit Layout button to create a new group 3 The Edit System Layout Configuration screen shown in FiG 125 displays M Edit System Layout Configuration E3 System Layout Ungrouped Meters and Tanks atrix System Cylinder Tank 1 iGbround Tank 1 pe Cylinder Tank 1 Mertical Tank 1 i ve Obraund Tank 1 Vertical Tank 2 METER 1 i L c Vertical Tank 1 i L c Vertical Tankz Drag and Drop the Meters i Tanks to the appropriate group Groups can be creabed removed renamed with Ehe buttons below Ehe tree an the left Add Group Fic 125 4 Click the Add Group button FIG 125 to create a new device group 5 The Edit Device Group Name box shown in FIG 126 displays In the space provided type a name for the group you are creating Click OK to close the screen and save the changes M Edit Device Group Name Device Group Mame FiG 126 98 Setup Screens 6 A folder is added on the Matrix System side of the screen as shown in FIG 127 M Matrix 3 0 Total Fluid Management System La ok Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM G o Ungrouped Meters and Tanks Cylinder Tank 1 Obround Tank 1 bs Vertical Tank 1 i i C Cylinder Tank 1 veces em E Obround Tank 1 1 de Vertical Tank 1 Ea 1 Cr vertical Tank2 METER 1 i AO METER 1 Drag and Drop the Meters Tanks t
149. 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 Cli ents The Matrix system s transceiver s can be connected to any Matrix PC This configuration is recom mended for applications where Matrix screen access from multiple physical locations is desired or there are large numbers of meters and tank level monitors Computer Requirements Matrix Software is PC based It is compatible with the following operating systems Microsoft Windows XP Home Microsoft Windows XP Professional Microsoft Windows Vista and Microsoft Windows 2003 Server Single PC Matrix Systems Minimum Hardware Requirements e Graco recommends using a dedicated PC to run Matrix e 2GHz Pentium 4 or equivalent processor e 1GB RAM XP or 2003 Server operating systems or 2GB RAM Vista e 1024 x 768 screen resolution e 1GB free hard disk space e CD ROM drive e One available USB port per transceiver e Network card 11 Installation Networked Matrix Systems Client Hardware Requirements Minimum Hardware Requirements for a Matrix client PC e 1GHz Pentium 4 or equivalent processor e 1GB RAM XP or 2003 Server operating systems or 2GB RAM Vista e 1024 x 768 screen resolution e 500MB free hard dis
150. nd nterface Validation b fields NOTE If any field in the profile is changed changes will not be loaded into the meter until it goes to sleep and wakes up again is registered again or completes a dispense 120 Setup Screens Interface Server This standalone application is the core of the interface between Matrix and the end user s business system The Interface Server listens on a predetermined network port and accepts incoming socket connections from Matrix The XML messages Matrix sends and expects to receive in return over this connection are listed in Appendix A The Interface Server e reads in a Matrix request message processes the message and e returns a response to Matrix The Interface Server should be able to handle multiple simultaneous requests and be running whenever Matrix is running The Matrix database and service engine startup when Windows services startup The Interface Server s primary job is to perform work order validation and posting of charges to the work order At the developer s discretion it may also perform other related tasks Work Order Validation The work order validation process allows the Interface Server working in conjunction with the business system to decide whether a work order is valid so fluid can be dispensed against it The validation process occurs prior to any fluid being dispensed by the Matrix system If a work order is not validated Matrix will not allow fluid to be disp
151. nected Detail pes ertical Tank 1 3000013 Location ser Logged In matrix FIG 135 103 4000077 10 82 131 53 4000077 10 82 131 53 _ Mar 23 2009 11 10 11 4M Setup Screens An e mail notification is sent to responsible parties based on the following tank related events Missed Tank Level Reading Tank level monitors can be programmed to measure the tank level at predetermined times and report that information to the PC If the tank level monitor is programmed to report at a specific time this event is sent if no report is received at the PC within 55 minutes For example if the TLM is programmed to report tank level at 2 00 PM and no reading is received at the PC by 2 55 PM the reading is considered missed and an e mail will be sent This event is usually sent to the Matrix System Administrator Note Invalid readings on the TLM will result in a missed tank reading Tank Low Level or High Level Warnings If the tank level falls below the Low High Level warning threshold programmed for the tank an e mail will be sent These events are usually sent to the fresh oil supplier the waste oil recycler and or the Matrix system administrator Current Tank Volume The current tank volume can be e mailed as a scheduled event This event is usually sent to the fresh oil supplier the waste oil recycler and or the Matrix system administrator Tank Volume History A history of tank volume readings can be e mailed as a sc
152. nk2 10 W 40 Oil MD ALIE Mar 23 2009101560 AM vertical Tank 1 Gi Gaon A Es C obround Tank 1 Mar 23 2009 10 56 19 AM Obround Tank 1 10W 40 Oil 0 Gallons si H sSSSCS Mar 23 2009 10 55 16 AM Cylinder Tank 1 gi QGMhns JQ ES Vertical Tank 1 m Vertical Tank2 Activity vertical Tank2 Description Timestamp Readings amp Adjustments Comment Fic 133 102 Setup Screens E Mail Select E Mail from the list on the Matrix System Panel A ce Primary Clients Transceivers Fluids i e mm Ehicle Inventory Fic 134 The the e mail event screen shown in FiG 135 is only used if you have Tank Level Monitors TLM in your System M Matrix 3 0 Total Fluid Management System GoTo A Matrix System i ed Users i ce Primary Clients fe Transceivers be Fluids S Tanks Tank Level Monitors Matrix TOTAL FLUID MANAGEMENT SYSTEM From E mail Address SMTP Server SMTP Port Use Authentication Username Password Edit Configuration Test Configuration eaz C GRACO i E Pump Air Controls fom p Meters He System Layout ds ea Vehicle Inventory fa InterFace B Reports Edit Schedule Delete Schedule View E mail Log Timestamp Event Mar 23 2009 11 08 38 AM TLM Configured with profile Invalid Tank Reading Transceiver Connected Transceiver Connected Transceiver Con
153. nolds Heports page 116 Data collected by Matrix while it is running related to PIN Activity PRA Activity E mail History Current Tank Volume Tank Reading History Dispense History and System Configura tion These Reports are explained in detail in the Reports Section of this document beginning on page 116 General Setup Information 49 Screens are read only not editable unless you click a Modify button to bring up an edit dialog window Changes edits take affect after the OK button is clicked on the modify dialog window Clicking the Can cel button abandons your changes In setup mode the top level Matrix System icon in the system layout panel represents configuration settings that are global system wide The following tabbed sections are available Y Y System Defaults page 50 Events page 57 V Contact Information page 59 V User Interface Setup page 61 V Dispense Notes page 63 System Administrator Setup Screens System Defaults Select the System Default tab to display the System Default screen shown in FIG 51 In this view the screen appears in a Read Only format Click the modify button to make changes to the fields The parameters set on this screen determine the defaults that appear elsewhere in the application but they do not limit the options available For example The Measurement System shown in FIG 51 is currently set to English The other available option in this field is Metric units
154. nsceivers i Fluids i Tanks i 9 Tank Level Monitors i m Pump Air Controls i P Meters Distributor Information i Be System Layout i Email mm Vehicle Inventory i ib ose E Reports Timestamp Mar 23 2009 10 20 34 AM Client connected IMatrixConsole i Mar 23 2009 10 19 35 AM Matrix started Matrix Service Engine Matrix System ser Logged In matrix 1 Mar 23 2009 10 22 56 AM j FIG 66 59 System Administrator Setup Screens Click the Modify button to display the Contact Information change screen shown in FIG 67 Contact Information Installation Information Mame Address contact Phone Distributor Information Mame Address Office Number Contact Office Phone Celli Second Phone Contact E Mail FIG 67 e installation Information Contact information about the customer using the Matrix system Fields are provided for including the Business Name Address contact s name and phone number e Distributor Information Contact information for the Graco Distributor Fields are provided for includ ing the Business Name Address Business phone number contact s name contact s personal busi ness phone number a cell phone or alternate phone number for the distributor s contact person and and e mail address Click the OK button to close the screen and save the new information 60 System Administrator Setup Screens User Interface Setup Select the User Inter
155. nstallation and regis tration with the Matrix PC NOTE If you replace a transceiver in the system whether you only have a Basic System with only one transceiver or a Premier System with up to 8 transceivers all meters TLM s and PAC s must be re regis tered even though the same Network and Transceivers ID s are used 2 Tosetthe Network ID select the Modify Network ID button shown in FIG 84 uid Management System Matrix TOTAL FLUID MANAGEMENT SYSTEM Maintain Transceivers 6 Network ID Modify Wetwork ID Transceiver ID LSB ID Primary Client Installed Client Do 7 6 04000010 MatrixConsole 10 82 131 46 Fic 84 3 From the drop down menu of available Network ID numbers select the Network ID number assigned to your location FIG 85 Click OK to close the screen and save the changes NOTE Clicking OK even if the network ID was not changed will cause all transceivers in the system to promptly shut down and restart their communication link with the current network ID If the network ID was changed any meter pump air control PAC or tank level monitor TLM will not communicate with the transceiver until they are re registered with the current network ID and transceiver ID Change Network ID Network ID 8 A 1 2 3 4 a 6 D B8 FIG 85 4 The Network ID number selected now displays on the top of the Transceiver screen in the Network ID field as shown in FIG 83 and FIG 84 72 Setup
156. nter a short concise report after every fluid dispense in the system The report will contain a dispense timestamp type of fluid dispense amount work order and job code if used and technician s name if PIN code is used If NO is selected this report will not be generated e Dispense Report Printer Sets the printer that the Automatic Per Dispense Report above is sent to for printing This printer must be either physically attached to the computer running the Matrix Service Engine MSE or the MSE must be configured to view the list of available printers Only users with administrative privileges can configure the MSE NOTE This procedure is the same for computers running Windows XP or Vista operating systems a Right click the My Computer icon on the desktop then click Manage FIG 53 os M IPS Open ld Explore p 22 Search My dem Map Network Drive E Place Disconnect Network Drive Create Shortcut ee Delete wee Rename Properties FIG 53 52 E Computer Management m Computer Management Local m Wi System Tools b Double click on Services and Applications FIG 54 m File Action View Window Help ml se em Mame Wii System Tools E go Event Viewer Shared Folders P Local Users and Groups Performance Logs and Alert Sa Storage K Gi amp services and Applications 9 lt lt System Administrator Setup Screens c Double click on Services FiG 55
157. number 1234 represents 1 quart of 5W 30 oil 141 Setup Screens Menu Pricing Scenario 4 Fia 183 M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Part Number 1234 Sale Price 2 00 Part Comment Fluid Quantity Mandatory Fields are displayed in red FIG 183 Scenario 4 Parts Menu Fluid Pricing Similar to Scenario 3 see Scenario 3 figures page 141 except that the amount charged for the fluid is based on the adjusted dispense amount as calculated from the unit pricing configuration settings not a flat rate The sale price used is based on the pricing structure loaded for this part number on the DMS This configuration will charge for every unit of fluid dispensed between 5 7 quarts yet keep a flat fee for the oil filter The total charge to the customers RO will vary based on the amount dispensed but the combina tion of filter and gasket will always be 5 00 142 Setup Screens Unit and Menu Pricing Service Each fluid has its own unit pricing configuration and its own set of menu pricing items A complete description of Unit Pricing Service and Menu Pricing Service is provided on the following pages Unit Pricing Service is provided below Menu Pricing Service begins on page Unit Pricing Service FIG 143 The interface allows for rounding the exact dispense amount up down or to the nearest billable whole number
158. nuy 92991 Jluyv oqn see 06 M08 ALV O 0 MOI edd pinj OWEN PINJA spin 4 W318AS LNIJWIJ SYNYIN QINTI Tv101 Woday uoineinbiyuoy wia sAsS Xil md Fic 213 169 SECTION 6 Work Orders Work Orders Work Orders and Job Codes The System Administrator can setup the meter profile to process work orders using one of the following methods e Work Order Job Code at the PC only e Work Order Job Code at the PC and Meter e Global Work Orders Work Orders can have a maximum of 8 characters The Job Code can have a maximum of 3 characters The Work Order number is separated from the Job Code with a dash The numbers 0 9 alphabet characters A Z and period forward slash and dash or space characters can be used when assigning a Work Order or Job Number One Work Order can require more than one service Note One naming convention that can be implemented for identifying different services on a Work Order is adding an extension to the end of the order number i e 123456 oil 123456 ATF The meter can receive any number of work orders New work orders added at the PC will appear at the end of the work order list This is known as the First In First Out Method On the meter the UP or DOWN ARROWS are used to scroll through the list of entered work orders Work orders entered at the meter appear at the beginning of the Work Order list on the meter and are placed ahead of Work Orders previo
159. o the appropriate group Groups can be created removed renamed with the buttons below the tree on the left Add Group Rename Group Delete Group 4 Timestamp Mar 26 2009 10 29 15 AM Uranccelivar Connected AOO ca 10 82 131 53 o 205 10S ToL AM Ghent disconnected MatrixConsole Mar 24 2009 2 34 34 PM Client connected MatrixConsole oa rire _ a ___ MatrixConsole v ser Logged In Sammy 1 Mar 26 2009 10 46 31 AM Fic 127 7 Drag and drop the meters and tanks from the Ungrouped Meters and Tanks side of the screen to the folder on the Matrix System side of the screen Edit System Layout Configuration System Layout Ungrouped Meters and Tanks atrix System i Obround Tank 1 vertical Tank 1 Vertical Tankz Dran and Dron the Meters Tanke Fn Fhe annrnnriale nenin Grenrins ran he Fic 128 99 Setup Screens 8 The selected tanks and meters now appear under the folder icon on the Matrix System side of the Screen as shown in FIG 129 M Edit System Layout Configuration System Layout atrix System j Vm Group 1 i c Cylinder Tank 1 i Fel METER 1 i Obround Tank 1 i Vertical Tank 1 i Vertical Tank2 Add Group Fic 129 Ungrouped Meters and Tanks Obround Tank 1 E Vertical Tank 1 Vertical Tank2 Drag and Drop the Meters Tanks to the appropriate group Groups can be created removed renamed with the buttons below the tree on the left 9
160. of interface settings 119 Setup Screens Meter Setup 7 3 M Edit Meter Profile Meter Name TEST Meter ID Tank Test Tank 4 10 30 Units Quarts w Calibration 172 Mode Preset ToporF Unlimited Preset 1 4 00 2 3 00 3 12 00 Quarks il E Security Type System Monitoring Emergency Code 4357 Use Work Orders Yes Work Order Entry AL Meter es InterFace Validation ves Use Vehicle ID Mo Battery Warning Level 5 95 I Language English PAC Test PAC Fic 165 The Matrix setup screens include a screen called Meters This screen includes a list of all the meters in the system Clicking on the modify button for a meter displays the Edit Meter Profile screen for that meter FIG 165 See the Graco Matrix Instruction Manual Meters section for complete instructions for Adding a Meter and Modifying Existing Meter Information For a meter to use the interface the meter must be configured to use work orders i e Use Work Orders set A to yes FIG 165 and the interface for this meter turned on i e Interface Validation b set to yes Typically all meters in the system have these settings However under certain circumstances a Matrix user may choose to have different settings for specific meters This is fine It is important to note however that the interface only works for meters configured with the yes option selected in the Use Work Orders a a
161. on becomes active Click the NEXT button If you do not accept the terms of the license agreement the installation will end Click the BACK or EXIT button to get out of the Matrix Installation program Matrix3 InstallShield Wizard Eg License Agreement Please read the following license agreement carefully End User License Agreement Graco Inc agrees to provide you its enclosed software under the terms and conditions specified below Configuration rou agree to use this software with at least the minimum hardware and software requirements as set Forth in the product documentation License Grant im 1 r 1 rt ral m ri Ing 1 1 Iw accept the terms of the license agreement do not accept the terms of the license agreement Fic 13 5 After clicking NEXT to accept the License Agreement the Installation Options screen A shown in FIG 14 displays This screen describes the two installation options available for selection After clicking NEXT the Setup Type screen FiG 14 B displays This screen is used to select the type of installation you will do e Typical Install default Select this installation for a Stand Alone System because all three compo nents Matrix Database Matrix Service Engine and Matrix Transceiver Server are all necessary and required components e Custom Install The option cannot be chosen for a Stand Alone System See Loading the Soft ware on page 14 for mor
162. on you will do e Typical Install default Select this installation for a Stand Alone System because all three compo nents Matrix Database Matrix Service Engine and Matrix Transceiver Server are all necessary and required components e Custom Install The option cannot be chosen for a Stand Alone System See Loading the Soft ware on page 14 for more information on this installation choice A B Matrix3 InstallShield Wizard Matrix3 InstallShield Wizard Matrix 3 Installation Options Setup Type Select the setup type that best suits your needs This installation program allows you to select a Typical or Custom installation Click the type of setup you prefer aston Description Typical Install all files necessary for a single PC Matrix system Select this option for all Matris Basic systems Typical Install default Installs all Matrix software components necessary for a complete system Select this option on exactly one PC in every installation Custom Install For advanced users only Allows you to choose which Matrix software components to install Do not select for Matrix Basic systems FIG 5 16 Installation 6 Since this is a Stand Alone Configuration highlight Typical and then click NEXT 7 Chose the Destination Location The default is C Program Files Graco Matrix3 Click the Browse but ton shown in FIG 6 to select a different location 8
163. ontrols Server Name or IP Address Server Port Number Matrix 3 Mode i Pod Meters i H System Layout i D Email ous gt he Vehicle Inventory i ab interface E Reports roa ies conection Timestamp Detail Mar 17 2009 8 34 06 AM Mar 17 2009 8 33 52 AM Mar 17 2009 8 22 36 AM Mar 16 2009 11 27 54 AM Mar 16 2009 11 27 45 AM Mar 16 2009 11 27 10 AM MatrixConsole Matrix Service Engine Matrix System Client disconnected MatrixConsole Dispense Completed 182812 2 37 Quarts 10W 30 RR TEST Dispense Started 10 w 30 RR TEST Client connected MatrixConsole Client connected Matrix started T v Mar 17 2009 8 43 12 AM Fic 162 Third Party Detail Settings 1 Click the Modify button a FiG 162 page 118 to display the External Interface Setup Dialog box E M External Interface Setup Dialog Server Name or IP Address THIRDPARTY HOST Server Port Number 20010 Matrix 3 Mode On Fia 163 e Server Name or IP Address Host name or IP Address The DMS host name or IP address This is provided by the dealer s IS person e Server Port Number The fixed port number used by the DMS to communicate with Matrix e Matrix 3 Mode ON or OFF Either ON enabled or OFF disabled This setting is system wide the default is OFF disabled 118 Setup Screens e This feature formats the XML messages to either match Matrix 2
164. or hibermabion Free disk space 2247 MB Disk space required to hibemate T Fic 31 31 Installation Windows Vista 1 Onthe Windows Vista desktop select Start Search Control Panel FIG 32 ard Palin Symantec Install NIS Internet Internet Explorer bg E mail LENOVO USER Microsoft Office Outlook gt Documents dl Welcome Center Pictures M Matrix 3 Client Music Search PZ Microsoft Office Word 2007 Recent Items 5 Windows Media Player Computer 2j Small Business Resources Network o System Update Connect To zy Mss Es and Scan Control Panel Windows Collaboration Default Progra CIUSEDIBEE remove pro All Programs Help and Support CED Ooa J E MET Services Matrix 3 0 Tr FIG 32 2 Select the Power Options Icon FIG 33 Name Category Control Panel Home a Classic View j e B E ou x e Registration Add Administrat AutoPlay Backup and Color Date and Default Hardware Tools Restore C Management Time Programs 9 F 2 3 Device Ease of Folder Fonts Game Indexing Intel R GMA Manager Acce Options Controllers Options Driver r Q LE D A A Li Q Q4 i O DO amp Sy mantis e j Install NIS Internet iSCSI Initiator Java Keyboard Mail Mouse Network and Options 2 j asaxame iu ThinkVant Offline Files Penand People Near Performance Personaliz Input Devices Me Informatio Printers Problem Programs Regional and S
165. ory setup screen on page 111 Click OK to add the work order to the Work Order Queue and a new line appears in the Work Order Queue area of the screen Work Orders Third Party ADP Parts Global Work Order Screen M Add Work Order Fluid Swe30 iv Group Matrix System Work Order 123456 Job Code 1 Preset Amount 2 0 Quarts iv Available Parts Selected Parts Air Filters v Part Number 16819996 Override Validation FIG 226 e Fluid Type of fluid you are dispensing with the meter Setup on the Fluids setup page 77 e Group optional selection Defaults to Matrix System If you choose a group instead only the meters in that specific group will be able to select that work order e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset Amount amount of fluid and the way it is measured associated with work order e Available Parts Additional parts that can be added to the Work Order This information is set up on the Unit and Menu Pricing Parts Setup screen page 133 e Selected Parts After an Available Part is selected highlighted use the center right direction arrow to add the part to the Selected Parts column This action adds the part to the Work Order To remove a Selected Part from the column highlight the part and click the Left direction arrow e Override Validation Check Box When checked valid
166. osting Charges which will cause Matrix to resend the MatrixPostingRequest In any case the meter does not display any posting status information on its local display this information is exclusively shown on Matrix screens at the PC If the work order was entered at the PC and a Matrix administrator overrode validation and posting the resulting dispense will appear highlighted in yellow to indicate the override status 128 Setup Screens ADP Interface The Matrix interface to ADP performs two simple functions Repair Order Validation and Repair Order Posting Repair Order Validation Ensures that only valid repair orders are entered by the user either at a meter or at a Matrix PC Matrix checks with the ADP Dealer Management System DMS and confirms that the repair order exists is open and has a status that allows fluid charges to be added to it If these three criteria are satisfied Matrix allows fluid to be dispensed against the repair order otherwise fluid cannot be dispensed Repair Order Posting The primary function of the interface is to apply the appropriate charge for the fluid dispensed to the correct ADP RO The interface can also add non fluid parts to the RO See Non Fluid Parts page 148 for a complete description of this feature ADP Interface Setup Screens M Matrix 3 0 Total Fluid Management System Jog Matrix C TOTAL FLUID MANAGEMENT SYSTEM GO Ts aiias GRACO Va Matrix System Third Party Int
167. ow e Override Validation Check Box When checked validation is required before adding the Work Order the Meter s work queue 4 Click OK If Override Validation is not checked the work order is sent for validation After validation the work order is added to the Meter s Work Order Queue and a new line appears in the Work Order Queue area of the screen If Override Validation is checked clicking the OK button sends the Work Order directly to the Meters Work Order queue and a new line appears in the Work Order Queue area of the screen 176 Work Orders Third Party ADP Service With Vehicle Inventory Work Order Screen M Add Work Order Meter RR TEST 10W 30 Location Work Order 123456 Job Code 1 Preset Amount 2 0 Quarts Vehicle Group Work Trucks v Vehicle ID 11234567 4x4 Iv Labor Type CB1 v Available Parts Selected Parts Air Filters v Part Number 16819996 gt C Override Validation FIG 221 e Meter Read Only field identifying the meter the Work Order is associated with e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset Amount amount associated and the way it is measure associated with work order e Vehicle Group See Vehicle Inventory setup screen on page 111 e Vehicle ID Customer assigned number that is used to distinguish a specific vehicle from any other vehicle in th
168. pe Anti Freeze 50 50 Fic 96 5 The Fluid information displays on the Fluids screen as shown in FIG 92 TOTAL FLUID MANAGEMENT SYSTEM Fluids AF1 Fluid Fluid Type AF1 Anti Freeze 50 50 GLi Gear Lube Fic 97 6 To modify the name assigned to a fluid or the type of fluid assigned to a name FiG 97 highlight the entry listed on the main Fluids screen 7 Click the Modify button to display the Edit Fluid screen shown in Fic 98 When you have finished mak ing changes click OK to close the screen and save the changes M Edit Fluid Fluid AF1 Fluid Type Anti Freeze 50 50 Fic 98 8 To permanently delete a fluid from the list on the main Fluids screen highlight the item you no longer want on the list Then click the Delete button 78 Setup Screens 1 Select Tanks from the list on the Matrix System Panel Primary Clients Transceivers a Fic 99 The screen shown in Fic 100 displays It is used to add edit remove and create a profile for the tanks in a Matrix system A tank is a geometric shape that holds the fluid dispensed by a Matrix meter You will need to complete the Fluids Profile described on page 77 before you can create the Tank profile s for your sys tem M Matrix 3 0 Total Fluid Management System MAX Matrix Go To TOTAL FLUID MANAGEMENT SYSTEM aU m A Matrix System H Tank Profile Cylinder Tank 1 ed Meare Tank Name Tan
169. pecific part Leaving the quantity blank is the same as specifying a Sale Price If a Sale Price is specified it will override the pricing structure on the DMS If the Sale Price field is left blank the DMS price is used The sale price cannot be zero Setup Screens Typical Menu Pricing Scenarios Menu Pricing Scenario 1 FiG 180 M Menu Pricing Dialog Menu Description Dispense Volume Range Line Labor Type Date Range Time Range M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Menu 1 Min 1 0 Quarts x 1 0000 None x Start 01 01 2009 End 12 31 2009 z Start 7 00 AM v End 11 00 AM f Schedule Weekly Mon Fri Ji Mandatory fields are displayed in red Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Part Number Sale Price Part Comment 1234 Override Dispense Adjusted Volume Fluid Quantity 4 Mandatory fields are displayed in red FiG 180 Scenario 1 Parts Menu Criteria and Fluid Pricing A dealership wants all dispenses of this fluid that occur between 7am and 11am Monday through Friday and fall into the range 1 0 5 0 quarts to be charged as 4 0 quarts In FiG 180 part number 1234 repre sents 1 quart of 5W 30 oil The pricing structure loaded for this part number on the DMS will apply Menu Pricing Scenario 2 FiG 181 M Menu Pricing Dialog
170. pecifies beginning and end dates covered by the report Available predefined range choices include Y Today V Yesterday V Last 5 days V Last 7 days V Last 30 days Month to date V Year to date e Sort Order Available Fields The order available fields are sorted in the report e Up or Down Buttons Shifts highlight field for sort order Up Down e Run Report Button Generates report in output file format 156 Setup Screens PIN Activity Report Example 40 eDeg xou xou yor xou 9UJeN ISN 12 0 6002 uodeu AuAnyv Nid 6666 YALAW 6666 YALAW Z8 110 Z8 110 6666 YALAW OWEN IJAN pe oJddy periue pe oJddy peA oJddy peA oJddy snjeis LELEL ara LELEL LELEL LELEL Nid WV St 8 60 2c WY v 8 60 2c WY v 8 60 2c WY ZE 8 60 2c WY 9 8 60 2c WY 9 8 60 7c dujejsouut W31SAS 1N3W3D9VNVN AINT WLOL PIT Fic 201 157 Setup Screens PRA Activity Screen FiG 202 M Matrix 3 0 Total Fluid Management System BAX Matrix GoT TOTAL FLUID MANAGEMENT SYSTEM 0 105 lal uS aa Matrix System PRA Activity Report i Users Report Name Primary Client e nae Output Format PDF Ocsv Transceivers Fluids Date Range Sort Order Start Mar 22 2009 Available Fields i C Tanks Timestamp i B Tank Level Monitors End Mar 23 2009 Meter Name i B Pump Air Controls OR Meters Choose range xj i System Layout i B a oo i ea
171. pensing security Prior authorization or user identification is not required prior to any fluid dispense System Emergency Code Entering the correct Emergency Code at the meter enables fluid to be dis pensed in the event the meter loses RF communication with the PC Work flow is not interrupted while the problem is being corrected The meter comes from the Graco factory set in Emergency Mode with the default Emergency Code 4357 To ensure security and prevent unauthorized dispenses Graco rec ommends changing this security code to another number when it is installed When a meter is in emergency mode the meter continues to dispense accurately and consistently but it does not report what it dispenses to the PC It behaves just like a stand alone electronic preset meter Any security the meter had is turned off If the meter was in Work Order mode work orders are also turned off The system emergency code can be changed at any time IMPORTANT When the emergency code is changed every meter in the system must be re regis tered System Administrator Setup Screens e Use Vehicle ID s YES NO option When YES is selected a user can link a work order dispense to a specific vehicle ID building a dispense history for a fleet of vehicles Selecting NO does not require entering a Vehicle s ID on a work order e Automatic Per Dispense Report YES NO option When YES is selected Matrix will generate and send to the Dispense Report Pri
172. perties Property Mame Database export File directory Matrix Client name Matrix Client port Matrix Database Server host name Matrix Database port Matrix Server MISE host name Matrix Server MSE port Matrix Server MISE pork monitor Operating screen refresh interval seconds Report output directory Transceiver Client port Transceiver Server host name Transceiver Server port Transceiver Server port monitor Property Value cuMatrixDbBackups Matrix Console 20002 ocalhost Done PCO191 20000 20001 oo c uMatrixReporks 000S 9191 0003 20004 A short explanation of the system property will appear here when selected in the table above FIG 23 3 To make a change double click on the cell in the Property Value column that you want to edit Make the necessary change 4 When finished press Enter or single click on another cell 5 Click File Save to save your changes If you find the Save option disabled it is probably because you are still in edit mode on the last prop erty you edited Single click on a different cell and try again NOTE In general its a good idea to reboot after making edits to system properties here See Appendix A How to find a PC s Host Name page 194 for Windows XP or page 196 for Windows Vista 26 Installation Checking Windows XP Firewall 1 To launch editor click on Start All Programs Windows Firewall FIG 24 CP Control Panel BAX Li File Edit vi
173. ptions Choose Safe Mode with Networking This will launch Windows without enabling SEP You proba bly will have to acknowledge one or two dialogs that Windows will pop up as it loads Once Windows is running in safe mode open Windows Explorer and navigate to the Matrix instal lation directory default is C Program Files Graco Matrix3 In the C Program Files Graco Matrix3 XcvrServer vcp folder double click on the CP210xVCPInstaller exe file to manually run the driver installer When the driver installer completes shut down Windows and restart in the normal way Matrix should detect any Graco transceivers or RS422 converters when powered up and plugged into the USB bus If you are able to disable SEP a b Disable SEP before beginning Matrix installation and install Matrix as normal When complete enable SEP before rebooting the PC Frequently Asked Questions FAQ 3 189 Q Are there any additional upgrade procedures that must performed to the meters if have multiple transceivers connected to multiple PC s A When upgrading meter firmware in a system you need to load the firmware file at the PC where the transceiver is plugged in In systems where there are transceivers plugged into multiple PC s you can not upgrade all the meters form one location Q The meter is stuck in Wait mode How do get the meter out of this mode A Selecting Upgrade under the Utility s screen on the Matrix me
174. rder Job Code Preset Amount 4 00 Quarts Fic 216 e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset amount amount of fluid and the way it is measured associated with work order 4 Click OK to add the work order to the Work Order Queue and a new line appears in the Work Order Queue area of the screen Work Orders with Vehicle ID Dialog Box M Add Work Order E Meter METER 1 GL1 Clos Location Work Order Job Cod Preset Amount 4 00 Quarts Vehicle Group Buses vi vehicle ID v FIG 217 e Meter Identifies the meter Field cannot be changed e Work Order and Job Code numbers See Work Orders and Job Codes on page 171 for field requirements e Preset amount and measurement units amount of fluid and way it is measured associated with work order e Vehicle Group See Vehicle Inventory setup screen on page 111 e Vehicle ID Customer assigned number that is used to distinguish a specific vehicle from any other vehicle in the fleet See Vehicle Inventory setup screen on page 111 4 Click OK to add the work order to the Work Order Queue and a new line appears in the Work Order Queue area of the screen 173 Work Orders Third Party ADP Parts Work Order Screen M Add Work Order Meter RR TEST 10W 30 Location Work Order 123456 Job Code 1 Preset Amount 4 00 Quarts Available Parts Selected Parts Air Filters v Part Numb
175. rder to the Work Order Queue and a new line appears in the Work Order Queue area of the screen 179 Work Orders Global Work Orders with Vehicle ID Dialog Box M Add Work Order Fluid AFL v Group X Matrix System vi Work Order Job Code Preset Amount Quarts Vehicle Group Buses v Vehicle ID v FIG 225 180 Fluid Type of fluid you are dispensing with the meter Selections are setup on the Fluids setup page 77 Group optional selection Defaults to Matrix System If you choose a group instead only the meters in that specific group will be able to select that work order Work Order Number and Job Code Work Orders can have a maximum of 8 characters and The Job Code can have a maximum of 3 characters The meter can receive any number of work orders and Job Code Numbers The Work Order number is separated from the Job Code with a dash The numbers 0 9 alphabet characters A Z and period forward slash and dash or space characters can be used when assigning a Work Order or Job Number One Work Order can require more than one service Preset Amount amount associated with work order Units of Measure English Gallons Quarts or Pints or Metric Liter measurement value Vehicle Group See Vehicle Inventory setup screen on page 111 Vehicle ID Customer assigned number that is used to distinguish a specific vehicle from any other vehicle in the fleet See Vehicle Invent
176. remove Matrix software and data files stored on your computer You will lose all Matrix system parameters and all Matrix dispense history using these procedures unless you first make a back up of the database e You must have administrator privileges in order to add or remove Matrix from the computer e Any files you have created with Matrix since it was originally installed such as database export files and reports will not be removed by the uninstall program If you wish to also remove these from your hard drive you will have to manually do so using Windows Explorer after the uninstall program com pletes Removing Matrix Software and Data Files 1 Choose Start Control Panel from the Windows Start menu In Control Panel double click on Add or Remove Programs Scroll to Matrix 3 in the program listing and click it once to highlight it Click on the Remove box In the dialog box that appears choose Remove from the list of options and click the Next button Click Yes in the window that asks you to confirm your selection The uninstall program runs Click the Finish button You may or may not be prompted to reboot upon completion of the uninstall process It is recommended that you reboot in all cases to complete the un installation process oo AM OX CIE e es I 13 Installation Software Installation The following procedure will install the Matrix Software IMPORTANT You may not make copies of Mat
177. restart my computer and click the Finish button to reboot Matrix3 InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successfully installed Matrisa Before You can use the program you must restart your computer CE Yes want to restart my computer now CO Mo will restart my computer later lt Back Finish Cancel FIG 21 Edit Matrix System Properties Installation Every computer with Matrix 3 software installed on it will have the same properties editor that allows the installer to set system properties such as host names port numbers and others 1 To launch editor click on Start All Programs Graco Matrix3 Utilities and choose Edit Matrix Settings 1 2 fes j ee Ta am Graco gt lag Matrix3 gt f f Utilities Meter Firmware Update Utility All Programs Fi Okino Computer Graphics d M Matrix 3 Client E Edit Matrix Settings Matrix Log Off 9 Shut Down Location C Program Files Grac FIG 22 25 Installation 2 The editor appears as a two column list of system properties with property names on the left and their editable values on the right FiG 23 When you select a property by clicking on it the bottom panel of the screen shows basic information about that property ME Matrix Properties File Editor JoJE3 Matrix 7 File Help TOTAL FLUID MANAGEMENT SYSTEM Refer to the Matrix PC software user manual For details on these system pro
178. ricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Menu Description Menu 1 Dispense Volume Range Min 4 10 Max 6 70 Quarts x 1 0000 Line Labor Type col 7 v DateRange Start 01 01 2009 x End 12 31 2009 Time Range Start 8 00AM End 3 00PM z Schedule Weekly Mon Fri iv Mandatory fields are displayed in red Fig 193 Scenario 2 Service Menu Criteria Same as Scenario 1 except when the labor type is CB1 This menu will be used if the dispense amount and timing conditions are met and e The user selected a labor type of CB1 when entering the repair order OR e The user selected no specific labor type when entering the repair order but the labor type of the line happens to be CB1 149 Setup Screens Non Fluid Parts The Non Fluid Parts portion of the Matrix ADP Interface Setup screen FiG 194 allows you to r Go To TOTAL FLUID MANAGEMENT SYSTEM Enter a limited number of oil dispense related non fluid parts i e oil filters air filters drain plugs gas kets wiper blades Organize the non fluid parts in categories Add non fluid parts to meter dispense on an RO basis Matrix 3 0 Total Fluid Management System Jag Matrix gt ES aii GRACO H Matrix System Third Party Interface Setup i ed Users Third Party Interface c d Primary Clients Transceivers Fluids ADP Detail Settings Tan
179. rix Software for use on other PCs or for personal use Please read the license agreement as the software loads IMPORTANT The user must be logged into Windows 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 amp Networking This version of Matrix has two types of installations to choose from in its setup program One is the Typical Installation and the other is the Custom Installation Select a Typical Installation for single PC installations and for the one PC in a multiple PC installation that will perform the role of Matrix Server Loading the Software Note You must have Widows XP or Vista Administrator privileges in order to add or remove Matrix from the computer The setup program for Matrix 3 has two paths Typical and Custom Whenever Matrix 3 is installed the user must make a decision on what type of installation it will be e Typical A typical installation will install all the Matrix software components This is the choice for all stand alone single PC systems For networked multiple PC systems one computer on the network must be designated as the Matrix server select this typical installation e Custom A custom installation allows the user to install speci
180. rkgroup settings See also Computer name vistal Change settings Security Center Computer descnption Performance Workgroup WORKGROUP FIG 237 196 Appendix A How to Configure Networked Systems See the Edit Matrix System Properties Installation page 25 1 Find the Matrix Server host name in the list Double click its value in the right hand column To set the host name a Click Start All Programs Graco Matrix3 Utilities Edit Matrix Settings and choose Edit Matrix Settings The settings are displayed in a two column table with the name of the settings on the left and its editable value on the right Set the Matrix Server MSE host name and Database Server host name to that of this PC See How to find a PC s Host Name page 194 for Windows XP or page 196 for Windows Vista Modify verify the following values Matrix Client Name Matrix Console for PC with MSE installed on it Unique Name for PC client connected to the network host name full computer name or IP address Matrix Database Server host name or IP address of PC running Matrix database Name Matrix Server MSE Host host name or IP address of PC running Matrix Service Engine MSE Name d FILE SAVE to update changes NOTE These changes must be done on every PC in or added to the Network 197 Appendix A How to Register a Tank Level Monitor TLM Also see Tank Level Monitor instruction manual 1 Verify the
181. rms work order validation and post dispense processing of the shop s fluid dispenses reported by Matrix Validation A means by which Matrix confirms that a work order entered by a user into the Matrix system is a valid work order that it exists and can have fluid charged to it The validation process happens before the fluid is dispensed Posting The process of adding a fluid charge to a work order in the DMS The posting process happens after the fluid is dispensed Work Order up to 12 characters A unique within the scope of the dealership numeric or alphanumeric identifier that is linked to a list of labor and parts charges representing the expenses associated with a specific customer s vehicle repair Also referred to as a repair order or RO In Matrix the allowed work order characters are A Z 0 9 dash forward slash period and space The work order can be used more than once in Matrix it does not have to be unique JobCode up to 3 characters A code that identifies where on a work order the fluid charge should be added The content of this field must be defined by the developer of the Interface The JobCode can be up to 3 characters long The allowed JobCode characters are A Z 0 9 and space 205 Graco Software Warranty Graco warrants all equipment manufactured by Graco and bearing its name to be free from defects in material and workmanship on the date of sale to the original purchaser for use
182. s Amount Timestan Oct 13 2008 10 02 02 AM 4 Quarts Fic 222 2 Click the Add button to enter a new work order in the system 3 The popup box shown in FiG 223 appears for you to provide a User Name and Password FiG 223 178 Work Orders 4 One of the following Work Order Dialogs will display depending on the Matrix software platform you are running Basic Global Work Order Dialog Box M Add Work Order E3 Fluid AFL Group Matrix System Work Order Job Code Preset Amount FiG 224 This screen is used to enter e Fluid type of fluid you will dispense e Group optional selection Defaults to Matrix System If you choose a group instead only the meters in that specific group will be able to select that work order e Work Order Number and Job Code Work Orders can have a maximum of 8 characters and The Job Code can have a maximum of 3 characters The meter can receive any number of work orders and Job Code Numbers The Work Order number is separated from the Job Code with a dash The numbers O 9 alphabet characters A Z and period forward slash and dash or space characters can be used when assigning a Work Order or Job Number One Work Order can require more than one service e Preset Amount amount associated with work order e Units of Measure English Gallons Quarts or Pints or Metric Liter measurement value 5 Click OK to add the work o
183. s Administrative privileges on the local machine can manually start by going to the Ser vice Screen in Windows using the following procedure a Right click on My Computer b Selecting Manage c Double click on Services and Applications Frequently Asked Questions FAQ 17 18 192 d Double click on Services If the user doesn t have Administrative privileges on the local machine they will have to reboot the computer They will not be able to access the Service Screen to start or restart a service Finally if the system was not properly configured they will also receive an error message For example when installing the client software on a client PC the setup program prompts for the host name of the machine running the MSE and the database often these will be one on the same machine If the cli ent isn t pointing at the right machine it will give the Can t connect to MSE message To check that the correct host name and data base were setup run the Matrix Properties File Editor a Click on Start All Programs Graco Matrix3 Utilities Edit Matrix Settings b Verify that the Matrix Database Server host name and Matrix Server MSE host name are set to the correct host name and that server s firewall if it has one isn t blocking the ports listed in this utility If there are errors correct them Problem The per dispense printer drop down box on the Matrix System System Defaults setup page reflect the printers availab
184. s for every dispense In this view the screen appears in a Read Only format M Matrix 3 0 Total Fluid Management System AX Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM G o H Matrix System W System Defaults Events Contact Information User Interface Setup Dispense Note Fields i I Users i Primary Clients i Transceivers i Fluids i c Tanks i B Tank Level Monitors i E Pump Air Controls i 4 Meters i System Layout i g Email i m Vehicle Inventory i GE Interface E Reports User Defined Notes Field Name Display Order 1 Timestamp Event Detail Device Location Mar 23 2009 10 20 34 AM Client connected MatrixConsole i Mar 23 2009 10 19 35 AM Matrix started Matrix Service Engine Matrix System p 2 User Logged In matrix Mar 23 2009 10 23 57 AM FIG 70 Click the NEW button to add a new dispense field or modify existing information The Edit Dispense Note Field screen shown in FIG 71 displays Provide a Field name and from the drop down menu select the dis play order amp M Edit Dispense Note Field Field Name Display Order Fic 71 Click the OK button to close the screen and save the new information To Modify an entry click the Modify button The screen shown in FiG 71 displays for you to make changes Then click the OK button to close the screen and save the new information You can have up to 4 dispense note fields The
185. s up is try to connect to the data base service If it cannot connect it will pause 10 seconds and try again If after 5 attempts it still hasn t been able to connect to the data base service it will stop trying and quit Problem When the user double clicks on the Client icon the Client will not start up Error Code 3034 Solution Either the MSE is not running or running but still trying to connect to the database The popup message that says Cannot connect to the MSE is generated When you click OK to this message the Client will exit and not run again unless the user double clicks on the icon again This is actually normal if you try running the Client immediately after Windows boots up Usually it takes a little while for the datbase service and the MSE service to fully start when a PC boots up Graco recommends allowing about 30 seconds after the desktop first appears for Windows to finish starting up before launching the Matrix Client However if the database is not running the MSE will also not run Reasons for the database to not be running include the PC that Matrix is installed on is not running or is not on the network or the data base may be corrupted due to an abrupt power outage When this happens the user is not shown an error message of any kind The failure the user will see occurs when the user attempt to run the Client At this time they will receive a message that says Can not connect o MSE A user who ha
186. s via XML messages Work Order Validation provides a description of XML message validation Work Order Posting After the user has finished dispensing fluid with the Matrix system the process of calculating the appropriate charge for the fluid and adding the charge to the work order in the business system is called Work Order Posting Matrix s ability to work with a third party application to accomplish these functions is somewhat configurable The various implementation options are covered in this document General Interface Notes A minimal interface implementation involves writing a standalone application this document refers to as the Interface Server This application performs the validation and posting functions The Interface Server is provided by a third party developer The developer must determine the programming language used to create the Interface Server Matrix is written in Java 1 5 117 Setup Screens Matrix Interface Configuration The Third Party Interface Menus contain interface specific configuration settings that are used to set up Matrix for 3rd Party interaction M Matrix 3 0 Total Fluid Management System Matrix gt GoTo TOTAL FLUID MANAGEMENT SYSTEM GRACO Uu Matrix System Third Party Interface Setup i ed Users Third Party InterFace i dM Primary Clients i Transceivers i Fluids Modify Interface Third Party Detail Settings i Tanks i BH REL Monitors i E Pump Air C
187. spense Adjusted Volume checkbox is checked A specific quantity is shown in this field and added to the RO Setup Screens Oil Filter Pricing Tab FiG 178 M Menu Pricing Dialog mrooR Menu Criteria Fluid Pricing Cil Filter Pricing Other Nonfluid Parts Optional 4 sale price entered here will apply to each part number selected from the Oil Filters category when entering a work order at the PC Preselected Oil Filter Sale Price 4 75 Mandatory Fields are displayed in red Preselected Oil Filter Sale Price When a value is specified pricing will over ride DMS pricing When an oil filter is added to an RO user is required to specify an oil filter parts category in the Non fluid Parts Tab Other Non Fluid Parts Tab Fic 179 M Menu Pricing Dialog Menu Criteria Fluid Pricing Oil Filter Pricing Other Nonfluid Parts Optional Configure up to three part numbers that are added to the work order each time this menu is used Part Number Quantity Sale Price 12328760 vi None Selected x None Selected x Mandatory fields are displayed in red Provides fields to configure up to three non fluid parts a quantity for each and a sale price that can be added to the RO Part number The ADP part number of a single unit of this non fluid part zero quantity the part will not be added to the RO 139 Quantity Specified amount of the s
188. ssword used with the User Name to access work order screen for users who have Work Order security level or higher and setup screens for Administrators Setup Screens Changing or Deleting User Profiles Matrix TOTAL FLUID MANAGEMENT SYSTEM Users John Smith User Name John Smith Security Level Wor k Or d er Real Name Bill Jones 7890 Basic Sammy 2 1215 iWork Order Freddy 4321 Basic Fredrich Williams Paul 11216 Basic Paul Johnson Sammy 1 11213 Administrator Samuel Phillips FIG 75 1 Use your mouse to select the user profile you want to change Then click the Modify button to display the Edit User screen FiG 74 2 To remove a user select the Delete button This will permanently remove the user record from the list 67 Setup Screens Primary Clients 1 Select Primary Clients from the list on the Matrix System Panel fg Matrix System pns 4 Users ao le Transceivers L Fluids e Tank Level Monitors Mskiss 73 Eu ir hie ic nEenlz FiG 76 Users of single PC systems can ignore this screen it applies only to multiple PC systems In a typical multiple PC system most PCs will not be configured as a Primary Client Primary Client PC s are manned by personnel who need to know system status and can act on the information provided All Matrix client PCs can access all operating screens Configuring a Matrix client PC as a Primary C
189. t needs to be typed in for each access to work orders and system setup screens This name is what appears in the Entered column under the User Interface Setup PIN system wide unique 4 digit number between 0000 9999 If a meter is configured to use PIN codes this is the number that allows access to dispense fluid from the meter Security Level can be one of three possible settings a Basic can monitor Matrix status screens and operate meters Basic users will not be prompted for a password because they only can view the system and meters b Work Orders allows all Basic privileges plus allows work order entry at the PC c Administrator has complete access to all components of the software More than one person can have Administrator security access However as soon as one Administrator user is created the default matrix graco user name and password will be disabled Users with Administrator security level have special responsibility to keep track of their user name and password and keep it secure If you misplace your system administrator password call the Graco Lubrication Equipment Support Team at 1 800 533 9655 from 7 30 am to 5 00 pm CST d Global Work Orders Allows all Basic privileges plus Global Work Order entry Real Name optional field for identifying user when something other than the user s real name is supplied for the User Name field This name appears on the Dispense History Report for Techni cian Pa
190. te Range Start End or choose range Specifies beginning and end dates covered by the report Available predefined range choices include Today V Yesterday V Last 5 days V Last 7 days V Last 30 days Month to date V Year to date e Sort Order Available Fields The order available fields are sorted in the report e Up or Down Buttons Shifts highlight field for sort order Up Down e Filter Criteria Device Group and or Tank Check Box Allows the ability to filter out certain data e Report Definition File name assigned to the report settings e Load or Save Button Saves or loads report definition e Clear or Run Report Button Clears all field to default report settings Generates the report in the output file format 164 Setup Screens Tank Reading History Report Example Matrix Tank Reading History Report 2009 Tank Name Fluid Timestamp Total Capacity Current Volume Tank 1 10W 30 3 24 09 9 00 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 24 09 10 00 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 24 09 11 01 AM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 24 09 12 00 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 24 09 1 00 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 24 09 2 00 PM 55 00 Gallons 6 40 Gallons Tank 1 10W 30 3 24 09 3 00 PM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 24 09 4 01 PM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 25 09 7 05 AM 55 00 Gallons 7 10 Gallons Tank 1 10W 30 3 25 09 8 00 AM 55 00 Gallons 6 40
191. tem Basic Professional Premier you have Basic Systems do not have TLMs Professional Systems can have up to 12 TLMs a Premier System can have up to 50 TLMs Each profile is linked to a TLM via the TLM device ID The device ID appears in the PC by way of a regis tration process NOTE Tank Level Monitor TLM instruction manual provides complete information about TLM installation and registration with the Matrix PC Instructions are also provided in the How to Register a Tank Level Monitor Appendix A of this manual on page 198 84 Setup Screens FIG 107 GoTo UA Matrix System Users cH Primary Clients Transceivers TankMame TLMID Fluid Units Pump Air Controls a System Layout i Email 19888 oni up Vehicle Inventory l Interface G Reports Fluid To Full H1 Matrix TOTAL FLUID MANAGEMENT SYSTEM Full To Monitor H2 Batte arning Level Device Group Status ig i Timestamp Event Transceiver Connected Mar 23 2009 10 20 34 AM Client connected AddNew Modfy Delete View Registered TLMs Detail Device Location o Cd 0400077 tS 000 qM0007 T E T 040007 1 11 08213153 1 MatrixConsole Mar 23 2009 10 57 45 AM 2 Tocreate a profile and add a new Tank Level Monitor to the Matrix system click the Add New button 85 FiG 107 Setup Screens 3 The Add TLM Profile screen shown in FiG 108 displays TLM ID
192. tem profile M Matrix 3 0 Total Fluid Management System ZG Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Vm Matrix System 0 Fluid Fluid Type 3 Primary Clients Transceivers EXER a i Tanks B Tank Level Monitors p Pump Air Controls A Meters f Be System Layout m Email NC MN ea Vehicle Inventory Interface B Reports Device l Timestamp Event Detail Mar 25 2008 1048 10AM firanscewer Cornette 8000077 es Mar 23 2008 10 46 01 AM Transceiver Connected 0007 meris Mar 23 2008 10 47 18 AM Transceiver Connected 0007 meris Mar 23 2009 10 46 21 AM Transceiver Connected 00007 08213153 Mar 23 2009 10 20 34 AM Client connected MatrixConsole ser Logged In matrix Mar 23 2009 10 51 03 AM Fic 94 Setup Screens 2 Tocreate a profile and add a new Fluid to the Matrix system click the Add New button 3 Onthe Add Fluid screen type in a name for the fluid in the Fluid field FiG 95 40 characters maxi mum For ease of identification and reporting it is recommended that short Fluid Names are used M Add Fluid Fluid Fluid Type Anti Freeze 50 50 v FIG 95 4 Then choose a fluid type anti freeze 50 50 Gear Lube or Oil ATF from the pull down menu that corre sponds with the Fluid Name you entered Click OK to close the screen and save the changes M Add Fluid Fluid Fluid Ty
193. ter and then pressing the Continue button while not performing an upgrade will put the meter in the Wait state forever Press the right center buttons just like you did to get into the Utility screen to get you back to your original Screen Q What does the meter do if the batteries are removed when you are dispensing A If you aren t using workorders the accumulated dispense amount is saved When fresh batteries are inserted the meter powers up in its start screen PIN PRA or Start Dispense The next time a dis pense ends two entries show up in the PC s dispense complete log the accumulated amount from the first dispense and the dispense just completed If the meter is in workorder mode when batteries are reinserted the meter returns to an end dispense screen with no active trigger and the dispense amount displayed the dispense must be ended before another can be started Q What does the meter do if a low battery condition occurs during a dispense A The trigger is disengaged and the low battery symbol appears on the meter display If the meter is allowed to fall asleep in this low battery mode an attempt will be made to end the dispense If the attempt is not successful when fresh batteries are reinserted the meter returns to an end dispense screen and an end must occur before another dispense can happen If the meter is not using workorders the accumulated dispense value is saved and is sent to the PC at the next successful
194. terface Reports d Timestamp Event Detail evice Location Mar 23 2009 11 08 38 AM mMCoiuedwihprfle wetkTakl pa 29 1 083598 a Tekan gE Mar 23 2009 10 49 10 AM rensewerCometed O O O MOQQ77 SCANS Mar23 20081048 00 AM Transceiver Connected J MOQ077 BSS Mar 23 2009 10 47 18AM Transceiver Connected 82 131 ser Logged In matrix Mar 23 2009 11 16 36 AM FiG 150 111 Setup Screens 2 To create a new Vehicle Group click the New Group button FIG 151 WM Modify Add vehicle Delete Vehicle Timestamp Event Detail Device Location Aug 14 2008 4 58 26 AM Dispense Completed 1 95 Gallons Phase 2 Phase 2 Phase 2 Aug 14 2008 4 56 56 AM Aug 14 2008 4 56 56 4M Dispense Started Meter Communication Failure Aug 14 2008 2 58 14 AM Dispense Completed 193 01 Quarts Phase 1 Aug 14 2008 2 39 14 AM Dispense Started Phase 1 l E E EATE Pe Mam dd S04 nm 47 FiG 151 3 The Add Vehicle Group text box shown in FiG 152 displays This box is used to assign a Group Name to identify the vehicles you are putting together in a group Click the OK button to close the box and save the name M Add Vehicte Group X Vehicle Group Name FiG 152 4 The name s of the vehicle group s you created in Step 3 above is added to the list of vehicle groups that is displaye
195. the Matrix client name property Its often convenient to use network host names since the host name will be unique and is generally an easily remembered and typed name but its not required Add Primary Giens O X Primary Client Fic 80 6 The new Primary Client is added to the bottom of the list on the Primary Clients screen FiG 81 Note that after entering a new Primary Client name the name appears with its host name and port fields blank These fields will be populated automatically the next time the Primary Client connects with the Matrix Service Engine 1 Matrix 3 0 Total Fluid Management System Matrix TOTAL FLUID MANAGEMENT SYSTEM tac TOS m Matrix System 1 iis es Clients MatrixConsole Clie int m Ht Po ort atrixConsole 10 582 131 46 20002 C E a MarixPC2 a i ese Tank Level Monitors E Pump Air Controls pen Meters e da System Layout Fic 81 70 Setup Screens Transceivers 1 To display the Transceiver Screen select Transceivers from the list on the Matrix System Panel fgg Matrix System FIG 82 Transceivers use a radio frequency RF signal to facilitate communication between the Matrix PC and other hardware components in the Matrix System The number of transceivers a Matrix System can sup port is determined by the type of system Basic Professional Premier you have Basic systems can only have 1 transceiver Professional systems can hav
196. the PAC click the Modify button 8 The Edit PAC Profile box shown in FiG 117 displays To change the PAC name type a new name in the PAC Name box and click OK to close the screen and save the changes This screen can also be used to Unlink the registered PAC by clicking the Unlink button Edit PAC Profile PAC Name test Lirik PAC ID 02000002 Fic 117 91 Setup Screens Meters 1 To display the main Meters setup screen select Meters from the list on the Matrix System Panel FIG 118 i E Qu Users A ce Primary Clients ie Transceivers Fic 118 The screen shown in FIG 119 is used to add edit remove and create a profile for the Meters in a Matrix system Are 3 6 Tolar Fluid Nanagement System lt x Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Un Matrix System Meter Profile A Users Meter Name Meter ID TankName Fluid Units Mode Calibration Security Type Emergency Code se Work Orders E Primary Clients Transceivers Work Order Entry 4t Meter i Fluids i Tank Level Monitors in Pump Air Controls i System Layout ets eam Vehicle Inventory Interface Reports lt m Modify Delete View Registered Meters Event Detail Lamp Device Location Mar 23 2009 10 49 10 AM ransceiver Connected 04000077 0 82 131 53 2009 10 48 01 AM 2009 10 46 21 AM Times T 1 Mar 23 Transceiver Connected Mar 23 2009 10 47 18 AM
197. the Status column confirms the profile is com plete Ready will appear in the Status column when the profile is incomplete Notice in Fic 109 the TLM ID field is blank indicating a TLM is not linked to Matrix system M Matrix 3 0 Total Fluid Management System Matrix n Matrix System TLM Profile Vertical Tank 1 03000013 Ouse To Full H1 Bis To Monitor H2 PRESS Warning Level Device Grrup Status ce Primary ies C Tus Tank Name TLM ID Fluid Units Fluid To Full H1 Full To Monitor H2 Battery warning Level Device Grous Status V B Tank Level Monitors Pump Air Controls Pad Meters Hs adn Layout No TLM Linked ib oe z Fic 109 4 To modify a TLM profile highlight the entry listed on the main TLM screen 5 Click the Modify button to display the Edit TLM Profile screen When you have finished making changes click OK to close the screen and save the changes 6 To permanently delete a TLM from the list on the main TLM screen highlight the item you no longer 87 want on the list Then click the Delete button NOTE A deleted TLM must be re registered with the Matrix PC if it is going to be used in the system Refer to the TLM instruction manual for complete TLM Registration instructions Setup Screens 7 You can view a list of the registered TLM s that have not been assigned a profile by clicking the View Registered TLM s button M Matrix 3 0 Total Fluid Management System max Matr
198. this drop down box is supplied from the Parts Categories you created Adding Parts Categories page 151 2 Click the OK button to the new part number to the category 3 Repeat this procedure for each part number you adding to the category Modifying a Part 1 Highlight a category on the list of categories in the Part Category column 2 Highlight the part number you are modifying from the list of parts that appear in the right column 3 Click the Modify Part button to display the Modify Part Dialog box Change the part number or descrip tion of the parts category 4 Click the OK button to confirm the changes you have made and revise the part number list for the cat egory Deleting a Category 1 Highlight a category on the list of categories in the Part Category column 2 Select the part number you are deleting from the list of parts that appear in the right column 3 Click the Delete Part button 4 The highlighted part is removed from the list of parts listed for the category 152 Setup Screens Labor Types Field This field appears only when the Bulk Fluids Managed Sold By setting on the General Settings screen is set to Service FIG 166 page 129 It does not appear when Parts is selected M Matrix 3 0 Total Fluid Management System AX Matrix gt GoTo TOTAL FLUID MANAGEMENT SYSTEM ma Matrix System Third Party Interface Setup i ad Users Third Party Interface Modify Interface i d Primary Clients
199. tion Min Max Vol Units Start Date End Date Start Time End Time Schedule Labor Type d Menu 1 1 00 5 00 Quarts 01 01 2009 03 01 2010 1 00 AM CST 11 00 PM CST Daily None Menu 2 1 00 5 00 Quarts 03 01 2009 03 01 2010 1 00 AM CST 11 00PM CST Daily None Add New Modify Fig 187 Menu Pricing Details Service Menu Criteria Tab M Menu Pricing Dialog EEUU id Pricing Oil Filter Pricing Other Monfluid Parts Menu Description Menu 1 Dispense Volume Range Min 4 10 Max 6 70 Quarts x 1 0000 Im Line Labor Type Non e Date Range Start 01 01 2009 z End 12 31 2009 Time Range Start 8 00AM End 3 00 PM hdl Schedule Weekly Mon Fri v Mandatory Fields are displayed in red Fia 188 ADP Menu Pricing e Menu Description Name used to describe the menu e Dispense Volume Range Minimum and maximum limits on the allowable fluid volumes for a specific menu item in order for it to be selected The units for these minimum and maximum volume fields are the same as found in this fluid s unit pricing configuration While Matrix does not prevent it Graco recommends that the range specified here does not overlap with another menu item s range If the volume ranges for multiple menu items overlap the first one in the list ordered by the menu listing whose criteria are met will be used e Line Labor Type Labor type of the line on the ADP
200. ts Once the Matrix PC software is installed it s necessary to synchronize the software with the other hard ware components of the Matrix system This is done by selecting Setup amp Reports from the Go To list This section is password protected and provides access to all Matrix setup screens Only individuals with System Administrator rights have access to this portion of the program 1 Move the mouse pointer to the Go To menu located on the Tool Bar on the top of the Main Applica tion Window From the drop down menu select Setup amp Reports The popup box shown in FIG 40 appears for you to provide a User name and Password User Password Fic 40 2 Keyin your user information Click OK to close the screen and save the changes For initial log on type in matrix lowercase for user name and graco lowercase for the password Click OK to close the screen and save the changes 39 Software Overview Note To maintain the security of your system Graco strongly recommends changing the System Administrator User name and Password during the initial setup procedure for your system Until the User name and Password are changed the default log on matrix graco will provide access to the Setup amp Reports screens in your system Once a new user account is created the default matrix graco account is disabled Instructions for creating a new User name and Password are pro vided in the USERS configuration screen section
201. ts gallons or liters Default Labor Type The labor type is selectable by the dealer when sending an RO from a PC to the meter If you chose RO as the job code any menu items that use the Line Labor Type field will not be matched Can be different than the labor type on the line of the RO where the dispense is posted Charge Type Can be identified as Lube Sublet or Miscellaneous In Matrix charge type is usually Lube Charge Description An optional field that allows for specifying a comment for this fluid part on the ADP RO Field that will appear on all ROs using this fluid The actual dispense amount and fluid name will automatically be appended to any description you provide in this space If no comment is desired this field can be left blank Enable Menu Pricing Check Box Not checked Normal pricing on this page is applied to the repair order Checked Menu pricing is applied after selecting Configure menus Adjusted Volume Rounding Method Drop down box provides the option to set the rounding option to No Rounding Always Round Up Always Round Down or Always Round to the Nearest Oil Dispense Amount Rounding Level Unless the No Rounding option is chosen the dispense volume can be adjusted To Next Whole Number X 0 or To Tenths X X Setup Screens Oil Filter Pricing Tab Ej M Menu Pricing Dialog Menu Criteria Fluid P cing Oil Filter Pricing Other tjonfluid Parts Optional 4 sale price entered
202. tton FIG 60 Matrix Service Engine Properties Local Computer If General Lag Un Recovery Dependencies Log on as Local System account fou can enable or disable this service for the hardware profiles listed below Hardware Profile Service Profile 1 Enabled E L FIG 60 j lf the computer cannot find your user name the error message shown in FiG 61 displays Check the select object types and location for accuracy and try entering your user name again If you still receive the error message contact your IT person for assistance Select User An object User or Built in security principal with the following name cannot be found qutdhz Check the selected object types and location for accuracy and ensure that you have typed the object name correctly or remove this object from the selection FIG 61 k Click the Restart Service link FIG 62 C Lr LLLA Computer Management Local Wi System Tools Event Viewer x Shared Folders Matrix Service Engine Mame Description Status 4 eed ieseana Sey HTTP SSL This servic Performance Logs and Alerts p Sp Marl ep ening C Manages C 24 Device Manager E Um Ss Indexing Service Indexes cn Sig Storage fy IPSEC Services Manages I Started Removable Storage fs LiveUpdate LiveUpdate t Disk Defragmenter Sy Logical Disk Manager Detects an Started E Disk Management S
203. ture Overview Every Matrix 3 system is made up of the following components Matrix Database Server The Matrix 3 system uses MySql as its database The database server runs as a Windows service Matrix Service Engine MSE This is the heart of Matrix 3 it performs all the application logic and fetches saves data from to the database The MSE runs as a Windows service dependent on the database service Matrix Transceiver Server This component translates RF communication with system devices like meters tank level monitors TLM and pump air controls PACs on behalf of the MSE The Transceiver Server runs as a Windows service dependent on the MSE service Matrix Client This is the Matrix 3 user interface application When launched by the user it will run only if it can successfully connect to the MSE which can be running locally or elsewhere on another computer on the network All of these components communicate with each other via network connections Except for communication with the database server the communication protocol used is HTTP Intercommunication in this manner means that Matrix components are capable of running and operating in a very flexible distributed manner They can all coexist on one computer or can each be installed on individual computers networked together A Windows service is a software application that can be configured to start and run without user interven tion Typically services have no means of dir
204. ture see Appendix B page 201 e Meter Firmware Update Utility used to update meter firmware 19 Installation Networked Configurations Networked configurations are Matrix Systems that use multiple PC s to run and monitor the entire system A Premier System is capable of supporting up to 300 networked PC s A Professional System can support up to 6 networked PC s A Basic System does not support a networked configuration This configuration requires a Local Area Network LAN This system requires the Matrix Database and Matrix Service Engine to be installed These key components can be installed on the same PC or two dif ferent PC s to split the demand NOTE If the system becomes too resource intensive Server hardware should be considered Once the Matrix Database and Matrix Service Engine are installed the user must install Matrix Clients Matrix Clients allow the user to monitor the system with the Graphical User Interface GUI and install Matrix Transceivers LAN LAN PC Client PC Client Server FiG 11 Setup Path 1 Log into Windows as an administrator 2 Insert the Matrix CD in the CD ROM drive 3 Double click the Matrix3Premier exe icon FIG 12 aj Matrix3Premie r 3 00 38 exe FiG 12 20 Installation 4 Review the End User License Agreement FIG 13 If acceptable select I accept the terms of the license agreement After accepting the terms of the license agreement the NEXT butt
205. ublet or Miscellaneous In Matrix the charge type is usually Lube Default Labor Type Labor type most frequently used with this fluid Setup Screens e Charge Description The actual dispense amount and fluid name will automatically be appended to any other description you provide in this space e Enable Menu Pricing Check Box Not checked Normal pricing on this page is applied to the repair order Checked Menu pricing is applied after selecting Configure menus Typical Unit Pricing Scenarios Service Unit Pricing Scenario 1 FiG 185 E M unit Pricing Dialog Unit Cost 1 00 Unit Sale 2 00 Units Quarts v Default Labor Type CP1 w Charge Type Lube v Charge Description Enable Menu Pricing The actual dispense amount amp fluid will be appended to this description when the lube charge is applied to the RO Adjusted Volume Rounding Method Mo Rounding v Rounding Level FiG 185 Scenario 1 Fluid Pricing For every dispense of this fluid regardless of quantity Matrix will apply a lube charge of 1 per quart cost and 2 per quart sale price based on the exact amount dispensed The labor type of the lube charge will be CP1 and the charge description will include the exact amount dispensed along with the name of the fluid e g 4 56 Quarts 5W 30 Unit Pricing Scenario 2 FiG 186 M Unit Pricing Dialog Unit Cost 1 00 Unit Sale 2 00 Units Quarts v Default La
206. ueno 8t 0 UBIOIUYDS L junouy INV 89 04 60 Z2 E 9 ON 0N Z8 110 INV 02 Z 8 6002 Zz JIN 9 ON 91ON 91ON 91ON Z8 110 INV v 9 8 6002 Zz JIN 91ON 9 ON 9 ON 9 ON 0N O0N 0N 9 ON 9414 IIO y keg 4e AY y Aeg SJedIM pJ8eIuspuirM y Aeg SOIL y keg 9414 IIO y keg 49 JV y keg SJedIM pJeIuspurM e Aeg SOIL e Aeg 9414 IIO e Aeg 4e AY e Aeg 6666 H313IN WY 90 9 8 6002 ZZ 1 SJedIM pIeluspuiM e Aeg S9Jl e Aeg 19414 IIO e Aeg 4 l4 AY e Aeg weyN dno OWEN Jeo Fic 211 167 Setup Screens e System Configuration Fic 212 FIG 212 GoTo fag Matrix System i Q Q Users i ce Primary Clients i Transceivers i Fluids i e Tanks i B Tank Level Monitors i E Pump Air Controls i P Meters i H System Layout i G Email i m vehicle Inventory i E Interface E Reports i PIN Activity PRA Activity Email History a D H gn a D Timestamp Mar 23 2009 11 08 38 AM Current Tank Volur Tank Reading Histc Dispense History Bystem Configurat i M Matrix 3 0 Total Fluid Management System j System Configuration Report Output Format PDF Matrix TOTAL FLUID MANAGEMENT SYSTEM C Include All Setup Parameters Setup Report Content Fluid C Tanks _ Tank Level Monitors C Pump Air Controls Meters TLM Configured with profile
207. uids screen described on page 77 40 characters maximum Tank Capacity provide a numeric entry representing the number of Gallons or Liters the tank will hold Units from the pull down list select the volumetric measurement the system is using either Gallons or Liters Length Units from the pull down list select the length measurement unit the system is using either Inches or Centimeters Tank Warning Level works in tandem with the Tank Level Warning Type field to set the percent of full High or empty Low criteria For example if the Tank Level Warning Type is set to High 20 an alarm is sent when the fluid in the tank reaches a level of 80 full 20 from the top of the tank If the Tank Level Warning Type is set to Low 20 an alarm event is sent when the fluid in the tank reaches a level of 80 empty 2096 from the bottom of the tank Tank Level Warning Type works in tandem with the Tank Level Warning field Select either High or Low see Tank Warning Level for additional information Setup Screens e Tank Shape select either vertical default cylinder or obround Additional dimension information is required for Cylinder and Obround shaped tanks See FIG 102 NOTE e f atank is cylindrical but sits upright select vertical e Cylindrical tanks can t have belled ends Tank Dimensions Vertical Shape No Dimensions Required Tank Dimensions Cylinder Shape Tank Dimensions Obroun
208. ult setting before the PC goes to sleep shuts down the USB ports and the meters show No PC Signal is 1 hour A This condition is known as the Hibernation Mode Matrix 3 cannot run efficiently on a system when this feature is enabled There are two setup screens that must be changed to stop the PC from going into the Hibernation Mode The first is to set the Computer to Sleep option to NEVER The second change is located is under Advanced Settings Instructions for changing these default settings are provided in the Installation Instructions the Hibernation Mode section beginning on page 32 Q An error message popped up when was installing the Silicon Labs drivers on a Matrix 3 system A This error happens if you have Symantec Endpoint Protection SEP software If you know you have SEP try to disable it or turn it off for the duration of the Matrix Setup process To proceed with the Matrix 3 software installation If you are NOT able to disable SEP a When you get to the point of installing the Matrix transceiver drivers click NEXT to proceed as you ordinarily would The driver installation file will attempt to run it will fail and a message from Win dows will appear asking if you want to send an error report to Microsoft Click Don t Send and complete the Matrix installation When installation is finished reboot the PC As the PC begins to start up again press the F8 key to access the Windows startup menu o
209. umes the application is not in setup mode e Run Mode The system layout panel shows all the configured meters and tanks in the system optionally organized by group 2 Information Panel The data displayed in this panel reflects the user s selection in the system layout panel and displays information from the last 10 days After 10 days data is not deleted but user must run a Dispense History Report to get the information The data shown in the Information Panel is dependent on the user s selection in the System Layout Panel e fatank or meter is selected the information panel shows status and data for that particular tank or meter 37 Software Overview e fa device group is selected the information panel shows data about the tanks and meters in that group If the Matrix System is selected data from all tanks and meters in the system is shown 3 System Event Log This log is always visible and shows in chronological order system events as they occur 38 Software Overview System Administrator Screens Go To Menus The Go To menu is the only selection available on the menu bar located on the top of the Main Applica tion Window i30 Tn i Matrix Svskem Fic 38 Selecting Go To with the mouse displays a pull down list of available options Items that appear dimmed are not available for use GoTo Setup amp Reports About Matrix ExiE i SI FIG 39 Setup amp Repor
210. up 1 tes Fic 131 12 When you are finished creating or modifying group folders click OK to close the screen and save the changes The Group s you created are displayed in the Matrix System column FIG 132 Watri 2 0 Total Fluid Manaeemene System Matrix GoTo To ur TOTAL FLUID MANAGEMENT SYSTEM m Matrix System System Layout atrix System d Users ay Group 1 be o Primary Clients a Cylinder Tank 1 Transceivers METER 1 see Fluids j Obraund Tank 1 Tanks j Vertical Tank 1 zz Tank Level Monitors vertical Tank be Pump Air Cantrals E P The Data to the right represents Ehe grouping of Ehe Devices on this s Meters Matrix System Far viewing when in Run Mode You can create logical Ha groups to better navigate the application FIG 132 101 Setup Screens NOTE When the system is in Operation mode the Group s you created are listed on the Matrix System panel of the Main Operation screen FIG 133 Notice in FIG 133 any tanks or meters that have not been assigned to a group are displayed as a separate line item in the Matrix System Panel M Matrix 3 0 Total Fluid Management System BAX Matrix 0 TOTAL FLUID MANAGEMENT SYSTEM Tank Levels Sca Zi Yaa Group 1 indu i z Timestamp Tank Name Fluid Level Battery p m T tem M Global Workorders Dispenses Tank Levels Fo Show Cylinder Tank 1 E i Mar 23 2009 10 57 06 AM vertical Ta
211. up Screens 4 To modify the Transceiver ID click the arrow to display the drop down menu From the drop down menu select a Transceiver ID number that is not already being used by a Transceiver in the system FiG 89 Click OK to close the screen and save the changes M DLrusizsr Transceiver ID E hal 1 USB ID 2 Primary Client 3 i e d OC ELE 3 e Fic 89 NOTE If you select a Transceiver ID number that is already being used by another Transceiver in the sys tem the error message shown in FiG 90 displays M Error Message Error Description A transceiver with that ID is already in the system Choose another ID Fic 90 75 Setup Screens 5 To modify the Primary Client assigned to a transceiver click the arrow next to the Primary Client field to display the drop down menu FIG 91 The purpose of assigning a Primary Client to a transceiver is to properly route Parts Room Authorization PRA requests from meters to proper PC client If PRA mode is not being used simply assign all transceivers to the default Matrix Console client For systems using the Parts Room Authorization PRA feature The Primary Client assignment here determines where a meter obtains dispense authorization For a given meter in PRA mode the autho rization request appears on the screen of the Primary Client assigned to the transceiver the meter uses Any transceiver Primary Client assignment combination is allowed For example it
212. usly entered on the PC Assigning Work Orders and Job Codes from the PC Work Orders and Job Codes can be assigned to a meter from the PC using the Work Order Queue in the software This feature is password protected e The System Default for Use Global Workorder page 50 must be set to NO e On the Meter Setup screen page 92 Use Work Orders and Work Order Entry at Meter must be set to YES 171 Work Orders 1 In the System Administrator Defined Groups area of the Matrix Main Screen A select the meter you are sending the Work Order to FiG 214 Matrix 3 0 Total Fluid lanappmeni System Matrix TTL uve ia CT TESTEM M 19 2006 8 20032 PH May 13 2008 E 15 57 PH FiG 214 2 n the Work Order Queue section B of the screen click the Add button C and in the pop up box D type in your User name and Password Click OK Matrie 30 Todal Fluid o rn Er M Matrix Fe Toe Hee Lange TOTAL FEED MIABAEDNENT SYSTEM amp pi Test enr 1 C test Tank 1 e a Test eae C Test tank 2 G A TESTMETERI fi Save Onder C ay 20 DOES LOS AH Tay 2 HS 2 68 45 AH Pay 10 2008 amp 20 3 PIA Pure LO 20 Se LE PIA Fury 10 2008 LSA MA Pay 19 2008 ELA PIA FIG 215 172 Work Orders 3 One of the following Work Order Dialogs will display depending on the Matrix software platform you are running Basic Add Work Order Dialog Box M Add Work Order Meter METER 1 GL1 Location Work O
213. witches before installing the tank level monitor TLM batteries supplied with product e fthe dipswitches are changed at any time the setting should be done with the batteries removed If the batteries are not removed the TLM will revert back to the previous dipswitch settings T RF Testing Register tank level monitor TLM PAC and then meters Verify that each TLM PAC and meter are communicating with the transceiver 8 Export Matrix User Information to Media Take this CD to the End User Matrix installation for importing e Distributor should purchase blank CDs or a USB jump drive to export the end user s Matrix system parameters Graco recommends putting file on C drive then copy to the CD or USB jump drive e The distributors PC must be loaded with the same Matrix software version as the end users PC e Be sure to label all meters and TLMs so they match the location on the Matrix facility layout draw ing i e Meter 01 5W30 and or Tank 01 5W30 9 Schedule Matrix installation arrange time with end user for Matrix installation Step 2 is complete Installation 3 Actions the Day of the Installation uh Install Thermal Relief and Flush Supply Lines distributor installs the Thermal Relief filtering sys tems on all fluids then flushes the service lines and drops per Graco recommendations e Do not flush lines with Matrix meters installed 2 Connect User Server Primary Client PC Load software e
214. x Client Port The Matrix Client application listens on this port for messages pushed to it from the Matrix Service Engine MSE Default 20002 Matrix Database Server Host Name This is the host name or IP address of the PC running the Matrix Database Usually this is the same as the MSE host name although on very large systems it may not be In a single PC system this can be labeled localhost Matrix Database Port The port number that the database server listens on for requests Default 20006 Matrix Server MSE Host Name This is the host name or IP address of the PC running the Matrix Ser vice Engine MSE sometimes referred to as the MatrixServer In a single PC system this can be labeled localhost In a networked system this must be the Full computer name of the PC on the network See How to Find a Host PC s Name beginning on page 194 Matrix Server MSE Port The port number that the MSE listens on for requests from other system com ponents such as the Matrix Client and the Matrix Transceiver Server Default 20000 Matrix Server MSE Port Monitor Used by Graco Tech Assistance personnel only This port is used for debugging purposes Default 20001 Operating Screen Refresh Interval Seconds Matrix Client operating screens will do a complete screen refresh at this interval specified in seconds the allowable range is 20 to 1 000 000 seconds Default 300 seconds Report Output Directory Default location in M
215. y i LH System Configurat Run Report m e Event Detail Device Mar 23 2009 11 08 38 AM_ TLM Configured with prof e etkaTaki O Mar 23 2009 11 08 36 AM ImvaldTankReadng OOO Oo Oo oOo S SOSS Mar 23 2009 10 49 10AM_ transceiver Connected O O Oo 0077 Mar 23 2009 10 48 01 AM Transceiver Connected Mar 23 2009 10 47 18 AM Transceiver Connected ser Logged In matrix Mar 23 2009 11 19 11 AM Fic 206 e Report Name Assigned name given to the report This name will appear on the top of the report e Output Format PDF CSV Type of format for file that will be generated when you select RUN REPORT button e Sort Order Available Fields The order available fields are sorted in the report e Up or Down Buttons Shifts highlight field for sort order Up Down e Run Report Button Generates report in output file format 162 Setup Screens Current Tank Volume Report Example FIG 207 163 E E e TOTAL FLUID MANAGEMENT SYSTEM Tank Name Tank 1 Tank 2 Tank 3 Tank 4 3 27 09 10 55 AM Current Tank Volumes Report Fluid 10W 30 10W 30 80w 90 80w 90 Total Capacity 55 00 Gallons 55 00 Gallons 55 00 Gallons 55 00 Gallons Current Volume 6 40 Gallons 0 00 Gallons 20 20 Gallons 19 10 Gallons Page 1 of 1 Setup Screens e Tank Reading History Fic 208 M Matrix 3 0 Total Fluid Management System GoTo TOTAL FLUID MANAGEMEN
216. y Logical Disk Manage Configures Services and Applications a Matrix Service Engine Started z services Sy Matrix Transceiver Started WMI Control Sa Matrix3MySdl Started 7 E Indes ie Device Sy Messenger Transmits fa MS Software Shado Manages s Met Logon Supports p Started FIG 62 55 System Administrator Setup Screens e Use Global Work Orders YES NO option When YES is selected only work orders created at the PC as Global Work Orders can be dispensed Can select work orders at the meter but cannot create work orders at the meter Note If a valid workorder is typed in at the meter and the workouder uses that meter s fluid and is assigned to that meter s device group the system will move the workorder to that meter Log In Behavior e Work Order Entry Authentication Checking the box requires user to enter their user name and password for every work order they enter into Matrix If it is not checked Matrix allows work order entry indefinitely after a successful initial login Note Matrix does not require using work orders Click the OK button to close the screen and save the changes 56 System Administrator Setup Screens Select the Events tab to display the Events screen shown in FIG 63 The Events screen is divided into three main categories Tank Level Monitor Events Meter Events and General System Events Each cate gory contains a list of possible alarm events The system can be configured to
217. yed on the Part Categories column of the Non Fluid Parts Screen FiG 194 page 150 Modifying a Category 1 Highlight a category on the list of categories in the Part Category column 2 Click the Modify Category button to display the Modify Category Dialog box Change the name or description of a parts category 3 Click the OK button to confirm the changes you have made and revise the list displayed in the Part Cat egories column of the Non Fluid Parts Screen FiG 194 page 150 Deleting a Category 1 Highlight a category on the list of categories in the Part Category column 2 Click the Delete Category button 3 The highlighted category is removed from the list of categories in the Part Category column 151 Setup Screens Adding Modifying and Deleting Parts After you define Part Categories you need to load the related part numbers into Matrix using the screens shown in FIG 196 Adding Parts M Add New Non Fluid Part CS Part Number Part Description Part Category Air Filters vl Mandatory Fields are displayed in red Fig 196 ADP Adding Non Fluid Part 1 Click the Add Part button to display the Add New Non Fluid Part Dialog box e Part Number Specific number for a specific part in the category e Part Description Optional field where user can provide additional description related to Part Number e Part Category Name User defined name for category The list shown in
218. ystem M Matrix 3 0 Total Fluid Management System BAX Matrix GoTo TOTAL FLUID MANAGEMENT SYSTEM Vm Matrix System PAC Profile i Q g Users i ce Primary Clients Transceivers i Fluids i eS Tanks i B Tank Level Monitors i aa Pump Air Controls i Po Meters i H System Layout i Iu Email etip Vehicle Inventory i Interface Reports Add New Modify View Registered PACs Timestamp Detail Mar 23 2009 10 49 10 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 48 01 AM Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 47 18 AM fece Connected 04000077 10 82 131 53 Transceiver Connected 04000077 10 82 131 53 Mar 23 2009 10 20 34 AM Client connected MatrixConsole Ix ser Logged In matrix Mar 23 2009 11 04 31 AM FiG 112 2 Click the Add New button 3 The Add PAC Profile screen is shown in FiG 113 On this screen you are prompted to name the PAC After you type the name of the PAC in the field click OK to close the screen and save the changes 89 Setup Screens You will notice that information cannot be typed in the PAC ID field The PAC ID is unique to a specific PAC and appears in this field when you click the Link button creating the Link between the PAC and the Matrix PC M Add PAC Profile 53 PAC Mame test PAC ID FIG 113 4 After you have named the PAC click the link button The Profile
219. yyyy mm dd T HH mm ss SSSZ Usage The main purpose of this message is to inform the interface of the dispense of a specific single fluid The interface will then apply the appropriate charge s to the work order in the business system The location on the work order where the fluid charge is placed is specified by the Job Code The interface must respond to this message with a MatrixPostingResponse message There is no specific time limit in which the interface must respond but Graco recommends that a response must be sent within 30 seconds of receipt of the MatrixPostingRequest Matrix will send this message to the interface immediately upon completion of a fluid dispense event The exact same message could be sent again if the initial posting attempt fails for any reason i e the Posting Status in the MatrixPostingResponse message was not 1 or a socket connection to the Interface Server could not be established Any repeats are a result of the user manually initiating the retry by right clicking on the dispense in the meter s dispense history and choosing Retry Posting 127 Setup Screens MatrixPostingResponse This message is sent by the Interface Server to Graco in response to having received a MatrixPostingRequest message Message Format for Matrix 2 and Matrix 3 Users lt MatrixPostingResponse gt lt PostingRequestKey gt lt PostingStatus gt lt PostingErrorDescription gt lt MatrixPostingResponse gt Def

313112D Matrix 3 Premier Software for ADP

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