Graco Computer Monitor 309504E User Manual

Instruction Manual  
Tank Level Monitor  
(TLM) Software  
309504E  
EN  
For use with Graco Matrix Electronic Meter and Tank Level Monitor Components.  
Graco Inc. P.O. Box 1441 Minneapolis, MN 55440-1441  
Copyright 2003, Graco Inc. is registered to I.S. EN ISO 9001  
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System Requirements  
System Requirements  
Graco strongly recommends that the end user’s IT  
(Information Technology) representative be involved  
in the following Matrix installation activities:  
one available RS232 port  
network card  
uninterruptible power supply (UPS).  
Some means of archiving Matrix production data  
and backup database files over time is recom-  
mended--examples of hardware that can help with  
this are a CD/RW or DVD-R/W drive, a USB flash  
drive, or an accessible network drive.  
Assist with the selection and/or purchase of the  
Matrix PC. The PC must meet the performance  
specifications listed under PC Hardware Require-  
ments. If the Matrix PC will be connected to a Net-  
work with other PCs, the IT representative should  
be contacted to properly configure the PC before  
loading Matrix software.  
Graco recommends that this PC be dedicated to  
Matrix--i.e. it is not used for other purposes, like  
running spreadsheet programs, sending e-mail,  
etc.  
The IT representative should be present during  
Matrix software loading on the day of Matrix installa-  
tion.  
Matrix Server PC in a multiple-PC system:  
General Matrix System  
Specifications  
Matrix PC software supports systems using a single PC  
(also referred to as a standalone PC) as well as multi-  
ple-PC systems.  
Graco requires that this PC be dedicated to  
Matrix--i.e. it is not used for other purposes, like  
running spreadsheet programs, sending e-mail,  
etc.  
Matrix Client PC in a multiple-PC system:  
Single PC (Standalone) Systems: Intended primarily  
for applications that do not require interaction with  
Matrix screens from multiple locations and have few  
tank level monitors, this type of system provides com-  
plete Matrix system functionality at one PC.  
2 MHz Pentium 4 (or equivalent) processor, 512 MB  
RAM, 1024x768 screen resolution, 500 MB free hard  
disk space, CD-ROM drive, network card.  
Serial Port  
Multiple-PC (Networked) Systems: Using an existing  
network, Matrix deployed in this fashion consists of a  
single (dedicated) PC functioning as the Matrix Server  
and one or more PCs functioning as Matrix Clients. The  
Matrix system’s transceiver(s) are always connected to  
the Matrix Server. This configuration is recommended  
for applications where Matrix screen access from multi-  
ple physical locations is desired or there are large num-  
bers of tank level monitors.  
If the standalone Matrix PC or Matrix Server does not  
have a physical serial port, a USB-to-serial port con-  
verter will be required. The converter selected is based  
on the number of transceivers used in the system.  
Graco recommends Edgeport converters, which are  
available in 1, 4, or 8 port models (Edgeport/1, Edge-  
port/4, and Edgeport/8, respectively) and can be pur-  
chased from B & B Electronics Manufacturing Company  
tions. For Australian applications contact  
This version of Matrix will support a network of up  
to 25 Matrix Client PCs; more than 25 are not sup-  
ported. Please call Graco if you require more than  
25 client PCs.  
meter) cable.  
Uninterruptible Power Supply  
An Uninterruptible Power Supply (UPS) is required in all  
Matrix systems and is available from Graco (part no.  
119425 for North American applications or part no.  
120104 in Australia). This power supply provides contin-  
uous battery power to the PC during power interruption  
and safely shuts down the PC, securing your Matrix soft-  
ware and preventing data corruption. Be sure the PC  
and monitor are plugged into the battery back-up side of  
the UPS during installation.  
PC Hardware Requirements  
Standalone Matrix PC:  
2 MHz Pentium 4 (or equivalent) processor  
512 MB RAM, 1024x768 screen resolution  
1 GB free hard disk space  
CD-ROM drive  
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SystemRequirements  
E-Mail  
properly, any pop-up blockers installed on the PC must  
be configured to allow pop-ups from the Matrix server  
(or be turned off).  
Matrix can send e-mail to responsible parties based on  
certain bulk fluid tank conditions. If this feature is to be  
used, an “always on” Internet connection or network  
access to an outgoing mail server is required.  
Pop-up blockers come in many forms. The version of IE  
that comes with Windows XP Service Pack 2, for exam-  
ple, contains a built-in pop-up blocker.  
PC Software Requirements  
The IE browser’s pop-up blocker can either be turned off  
or configured to allow pop-ups by adding allowed sites in  
the pop-up blocker settings of IE. In FIG. 1, if you select  
“Pop-up Blocker Settings”, the window shown in FIG. 2  
appears. This example is taken from a “default” installa-  
tion of the Matrix software on a standalone PC (the  
allowed site shown in FIG. 2 was added manually, not by  
Matrix).  
Microsoft XP Professional or Home Edition (no other  
operating system will work).  
Microsoft Internet Explorer (IE) version 6.0 or  
higher.  
Java Runtime Environment (JRE) 1.4 or later. Ver-  
sion 1.4.2_04 is included in the Matrix setup; if  
Matrix finds no JRE installed on the machine or it  
finds an installed JRE older than 1.4, the user is  
prompted to install this version. This check occurs  
when the Matrix Client is started.  
If the installation is a multiple-PC system, the PCs  
must be configured for the network they’re con-  
nected to.  
If the installation will use the e-mail feature of  
Matrix, the standalone Matrix PC or Matrix Server  
must have network access to an outgoing mail  
server.  
FIG. 1  
Pop-Up Blocker  
Special Considerations for pop-up blockers  
Summary: If a browser pop-up blocker is installed, it  
must either be disabled or configured to allow pop-ups.  
If it’s a single-PC system, the pop-up blocker must allow  
system, a pop-up blocker on the Matrix Server must  
pop-up blocker on a Matrix Client must allow pop-ups  
the computer name or IP address of the Matrix Server  
PC. Recent versions of Internet Explorer have a built-in  
pop-up blocker. You may have one or more browser tool-  
bars that have pop-up blocker functionality, such as  
those from Google and Yahoo. Security software pro-  
grams, such as those provided by Symantec and  
McAfee can contain pop-up blockers. It is fairly common  
for PCs to have multiple pop-up blockers.  
Matrix relies on the IE browser for its user interface. In  
particular, Matrix uses browser pop-up windows exten-  
sively. The Matrix server includes a web server that gen-  
erates the screens viewed within the browser. If the PC  
has a pop-up blocker present, it can stop Matrix browser  
windows from appearing. For Matrix windows to appear  
FIG. 2  
Many toolbars that integrate with IE also contain pop-up  
blockers, such as those available from Google and  
Yahoo. FIG. 3 shows an example of the Google toolbar;  
others are very similar.  
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System Requirements  
FIG. 3  
Typically, when a PC has an active pop-up blocker and  
the Matrix client is launched, a progress bar appears  
briefly and disappears without any further visible indica-  
tion of anything happening. This is usually an indication  
that the PC has a pop-up blocker that is stopping the  
Matrix window from appearing.  
FIG. 4  
There are some general guidelines to follow to track  
down the responsible pop-up blocker (there can easily  
be multiple pop-up blockers present in any system). The  
goal is to configure each pop-up blocker by either turn-  
ing it off or telling it to allow pop-ups generated by the  
Matrix server (while still blocking pop-ups from all other  
sites). On a single-PC Matrix system, you should config-  
ure the pop-up blocker to allow pop-ups from server  
address to allow is that of the Matrix server, either its  
host name or IP address.  
Toolbars integrated with IE usually show up in the list  
here. Look for entries like Google, Yahoo, MSN, etc.  
Make sure each of these is checked (which will cause  
them to appear, usually underneath the address bar in  
the browser window) and then confirm with each one  
that it’s allowing pop-ups from the Matrix server.  
The following example illustrates the Google toolbar, but  
the others generally function in a very similar fashion.  
Example: Assuming a Google toolbar is installed and  
the system is a single PC Matrix system. The system  
has been rebooted since the application was installed.  
While the Matrix Client is in the Windows Startup folder,  
no browser window appeared when Windows started.  
Many pop-up blockers recognize the Control key on the  
keyboard, if pressed while clicking on a link, as a com-  
mand to temporarily allow pop-ups originating from that  
link’s source. To try this method, hold down the Control  
key on the keyboard while double-clicking on the Matrix  
client icon on the desktop. This works only for that par-  
ticular pop-up instance, so it’s not a good long-term  
solution.  
Open a blank IE window. With the Google toolbar visi-  
ble, enter http://127.0.0.1:8080 in the address bar and  
press Enter. If a window like the one shown in FIG. 5  
appears, the Matrix server is running, but you have a  
pop-up blocker.  
General guidelines to find and configure pop-up  
blockers:  
First, open a blank IE browser window. Click on Tools in  
the menu bar (see FIG. 1). Choose Turn Off Pop-up  
Blocker or configure the pop-up blocker to allow  
pop-ups from the Matrix server.  
If IE has been properly configured and the Matrix win-  
dows still do not appear, it’s time to look for pop-up  
blockers from other vendors, starting with toolbars inte-  
grated with IE. In IE, click on View in the menu bar and  
choose Toolbars (see FIG. 4).  
FIG. 5  
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SystemRequirements  
Note the button in the middle of the Google toolbar that  
shows 31 blocked (circled in FIG. 5); this is a count of  
how many pop-ups the Google toolbar has stopped from  
appearing. Click this button to make the toolbar allow  
pop-ups from the address currently in the address bar.  
Close the browser window and try launching Matrix via  
the Matrix client desktop icon again.  
The Matrix setup program offers to open these ports for  
you in the Windows Firewall. It does not do this for other  
firewall products.  
Network traffic over these ports can also be blocked by  
what is called a proxy server. Whether or not a network  
has a proxy server that stops traffic on these ports, port  
8080 in particular, is a question for the facility IT person-  
nel.  
The same series of steps is performed for multiple-PC  
systems, only the address used is different--the address  
of the Matrix server is used instead of 127.0.0.1.  
The ports listed above are the defaults. If they are  
changed for any reason, corresponding changes must  
be made in the firewall settings to allow traffic over the  
new port numbers. Changing the port numbers may be  
necessary if, for example, another application is already  
using these port numbers. Graco strongly recommends  
that IT personnel familiar with the network are involved  
with this configuration change.  
Pop-up blockers are not limited to those included with  
browser toolbars. Security products such as Norton  
Internet Security also block pop-ups; refer to the ven-  
dor’s instructions on how to configure these software  
programs.  
Software Firewalls  
Special Considerations for Firewalls  
Windows XP Security  
The following security-related configuration settings are  
not required but are recommended for all Matrix PCs:  
Summary: Any firewalls in use must allow TCP traffic on  
ports 8080-8082 and 3306 at the Matrix Server and port  
8082 at each Matrix Client. Matrix will not function prop-  
erly if any of these ports are blocked. Windows XP has a  
built-in firewall, which is turned on by default (meaning  
that these ports are blocked) in Service Pack 2.  
1. Be sure a user name and password are required to  
access the operating system.  
2. Ensure the password-protected screensaver is  
enabled and set to automatically activate after 15-30  
minutes of system inactivity.  
Any firewalls on the Matrix PC must allow network traffic  
over several ports. PCs communicate with each other  
via IP addresses and port numbers. An IP address can  
be compared to the street address of an apartment  
building, with a port number as a specific apartment  
number in the building. The Matrix server and Matrix cli-  
ents require certain ports be available/open in order to  
communicate properly. These are the default TCP ports  
required by the server and each client:  
3. Change user passwords on a regular basis and  
choose passwords that are difficult to guess.  
4. Use anti-virus software to protect against viruses.  
Some anti-virus programs are bundled with other  
security software, including other security tools such  
as pop-up blockers and firewalls. Take note of the  
recommendations in the sections titled Special  
Considerations for Pop-up Blockers on page 4  
and Special Considerations for Firewalls on page  
Matrix server:  
Port 3306 - Matrix Database  
Port 8080 - Matrix Web Server  
Port 8081 - Matrix Server  
5. Be sure the system is kept up to date with Microsoft  
XP updates and service packs.  
Matrix Client:  
Port 8082 - Matrix Client  
6. Use a firewall. As mentioned in the section titled  
Special Considerations for Firewalls, take care to  
allow for continued operation of Matrix by not block-  
ing the network ports Matrix needs to use.  
Communication to these ports can be blocked by firewall  
software installed on your computer. Windows XP con-  
tains the Windows Firewall, but there are numerous  
products provided by third parties such as Symantec  
and McAfee that also provide firewall functionality. What  
this means for Matrix is that any Firewalls) on the Matrix  
PC must be either configured to allow traffic over these  
ports or turned off altogether.  
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Installation Instructions  
Installation Instructions  
Networked Configurations  
Important: The user must be logged into Win-  
dows XP with administrator privileges.  
Matrix Full Line Software can be networked in the two  
configurations shown in FIG. 7 and FIG. 8. In FIG. 7, the  
server and primary client are shown as one PC. In FIG.  
8, the server and primary client are shown as separate  
pieces of hardware.  
If an older version of Matrix is already installed, the older  
version must be uninstalled before this one can be  
installed. See the Matrix Software Instruction Manual  
that accompanied your current Matrix installation for  
instructions on how to uninstall Matrix.  
Software Installation & Networking  
This version of Matrix has two types of installations to  
choose from in its setup program. One is the Matrix  
Server & Client and the other is the Matrix Client. Select  
Matrix Server & Client for single-PC installations and for  
the one PC in a multiple-PC installation that will perform  
the role of Matrix Server.  
Stand Alone Configuration  
This configuration (see FIG. 6) has one PC dedicated to  
Matrix system operation. The Matrix Server and Client  
version of the software should be loaded to the PC.  
FIG. 7 Server and Primary Client as one PC  
Matrix Server &  
Client Type: Shop  
Matrix  
Transceiver  
Client Type: Primary  
FIG. 6 Stand alone configuration  
Follow setup path 1 beginning on page 8.  
Client Type: Shop  
Client Type: Shop  
Client Type: Shop  
Client Type: Shop  
FIG. 8 Server and Primary Client separate  
Follow setup path 1, beginning on page 8, on the PC  
designated as the Matrix Server and setup path 2,  
beginning on page 11, for all other PCs in the system.  
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InstallationInstructions  
2. Click Settings. Select Every visit to the page.  
Click OK. See FIG. 11.  
Browser Configuration  
Prior to running the setup program, ensure that IE is  
configured properly.  
Open IE and verify that active scripting is enabled. This  
setting is typically found in Tools / Internet Options /  
Security Settings / Custom selection. See FIG. 9.  
FIG. 11 Internet Page Settings  
3. Select the Content tab and click the AutoComplete  
button. Clear the check marks from all the boxes.  
Click the Clear Forms button and select Yes to any  
pop-up screens. Click the Clear Passwords button  
and select Yes to any pop-up screens. Click OK.  
FIG. 9 Internet Java Script Security Settings  
1. In the Temporary Internet Files section of the Inter-  
net Options box, click Delete Files. Select the  
Delete All Offline Content check box. Click OK.  
See FIG. 10.  
Click OK to close the Internet Options dialog box.  
Setup Path 1- Typical (Matrix  
Server and Client)  
1. Log into Windows XP as administrator.  
2. Configure IE according to the Browser Configuration  
section.  
3. Insert the Matrix CD in the CD-ROM drive.  
4. The setup program should start automatically. If it  
doesn’t, open Windows Explorer (Start / All Pro-  
grams / Accessories). Locate the CD-ROM drive  
letter under My Computer and double-click the  
setup executable file to see the screen shown in FIG.  
12.  
FIG. 10 Internet Options General  
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Installation Instructions  
FIG. 14 Setup Path 1 - Choose Setup Type  
FIG. 12 Setup Path 1 - InstallShield Wizard  
7. The default setup type is shown selected: Typical  
(Matrix Server & Client). Chose this setup type for  
either standalone Matrix PCs or for the Matrix  
Server in multiple-PC applications. Click Next.  
5. Click Next.  
FIG. 13 Setup Path 1 - License Agreement  
FIG. 15 Setup Path 1 - Firewalls  
6. Review the End User License Agreement. If accept-  
able, select “I accept…” and click Next.  
8. Note firewall configuration settings that may need to  
be changed for Matrix to function. Click Next.  
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InstallationInstructions  
11. Setup is ready to install Matrix application files. Click  
Install.  
FIG. 16 Setup Path 1 - Firewall Question  
9. Setup checks for Windows XP Service Pack 2  
installation. If Service Pack 2 is present, the pop-up  
shown in FIG. 16 appears. Choose Yes or No to  
continue.  
FIG. 19 Setup Path 1 - Install Complete  
12. Transfer of application files from the setup program  
to the hard disk is complete. Click Finish.  
FIG. 17 Setup Path 1 - Pop-up Blockers  
10. You may need to make changes to pop-up blockers  
installed on the PC for Matrix to function properly.  
Read this information carefully for guidance. Click  
Next.  
FIG. 20 Setup Path 1 - Setup Complete  
13. Setup is complete. You must restart your computer  
before using Matrix, Graco recommends that you  
restart now.  
FIG. 18 Setup Path 1 - Ready to Install  
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Installation Instructions  
The Typical (Matrix Server and Client) setup creates  
the following shortcuts.  
4. The setup program should start automatically. If it  
doesn’t, open Windows Explorer (Start / All Pro-  
grams / Accessories). Locate the CD-ROM drive  
letter under My Computer and double-click the  
setup executable file (setup.exe).  
In Start / All Programs / Graco / Matrix:  
Matrix Server - launches the Matrix Server which  
handles all RF communication to tank level moni-  
tors, database storage of tank level data and system  
configuration and generates system warnings and  
e-mails. Matrix Server must be running at all times.  
Matrix Client - provides the IE browser-based  
graphical user interface and accompanying screens.  
Matrix Client must be running to access Matrix  
Screens.  
Matrix Reporter - accessible to Matrix system  
administrators, Matrix Reporter generates system  
reports on production and configuration data. Matrix  
Reporter is used any time a Matrix report needs to  
be generated, as well as to generate a database  
backup file.  
Server Network Settings - a graphical editing tool  
used to configure network settings used by the  
Matrix Server. Typically used only once--when com-  
missioning the Matrix system. In most cases the  
default server network settings will not need to be  
edited.  
FIG. 21 Setup Path 1 - InstallShield Wizard  
5. Click Next.  
Client Network Settings - a graphical editing tool  
used to configure network settings used by the  
Matrix Client. Typically used only once--when com-  
missioning the Matrix system.  
End user license agreement (EULA).  
In Start / All Programs / Startup:  
Matrix Server  
Matrix Client  
On the Windows Desktop:  
Matrix Client  
Setup Path 2 - Matrix Client Only  
FIG. 22 Setup Path 2 - License Agreement  
6. Review the End User License Agreement. If accept-  
1. Log into Windows XP as administrator.  
able, select “I accept…” and click Next.  
2. Configure IE according to the Browser Configuration  
section.  
3. Insert the Matrix CD in the CD-ROM drive.  
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InstallationInstructions  
FIG. 25 Setup Path 2 - Firewall Question  
9. Setup checks for Windows XP Service Pack 2  
installation. If Service Pack 2 is present, the  
pop-up shown in FIG. 25 appears. Choose Yes or  
No to continue.  
FIG. 23 Setup Path 2 - Choose Setup Type  
7. The setup type shown selected is Matrix Client  
Only, used for all machines except the Matrix  
Server in multiple-PC Matrix systems. Click Next.  
FIG. 26 Setup Path 2 - Pop-up Blockers  
10. You may need to make changes to pop-up block-  
ers installed on the PC for Matrix to function prop-  
erly. Read this information carefully for guidance.  
Click Next.  
FIG. 24 Setup Path 2 - Firewall Information  
8. Note firewall configuration settings that may need  
to be changed for Matrix to function. Click Next.  
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Installation Instructions  
The Matrix Client Only setup creates the following  
shortcuts.  
In Start / All Programs / Graco / Matrix:  
Matrix Client - provides the IE browser-based  
graphical user interface and accompanying screens.  
Matrix Client must be running to access Matrix  
Screens.  
Matrix Reporter - accessible to Matrix system  
administrators, Matrix Reporter generates system  
reports on production and configuration data. Matrix  
Reporter is used any time a Matrix report needs to  
be generated, as well as to generate a database  
backup file.  
Client Network Settings - a graphical editing tool  
used to configure network settings used by the  
Matrix Client. Typically used only once--when com-  
missioning the Matrix system.  
FIG. 28 Setup Path 2 - Install Complete  
12. Transfer of application files from the setup program  
to the hard disk is complete. Click Finish.  
End user license agreement (EULA).  
In Start / All Programs / Startup:  
Matrix Server  
Matrix Client  
On the Windows Desktop:  
Matrix Client  
FIG. 29 Setup Path 2 - Setup Complete  
13. Matrix software installation is complete. You must  
restart your computer before using Matrix.  
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InstallationInstructions  
Sun Java Runtime  
Because the startup program places shortcuts to Matrix  
in the Windows Startup folder, Matrix will launch auto-  
matically when the you log into Windows. Each time  
Matrix is launched, it checks for the presence of the Sun  
Java Runtime Environment (JRE) on the PC. If it is not  
found, Matrix will launch the setup program for it (JRE  
version 1.4.2_04 is bundled with the Matrix setup) and  
then exit. You must be logged into Windows XP with  
administrator privileges for the JRE installation to suc-  
ceed. Proceed through the JRE installation. When  
installation is complete, reboot your computer. When  
logged back into Windows, Graco strongly recommends  
the following Java Plug-in configuration changes:  
FIG. 31  
Navigate to Control Panel / Java Plug-in and dou-  
ble-click Java Plug-in. Select the Cache tab and dese-  
lect the Enable Caching feature, then click Apply. See  
FIG. 30.  
See Software Installation Troubleshooting on page  
15 if the Java applets do not display properly.  
Clock and Time Zone Settings  
Verify that the Microsoft XP clock and time zone settings  
are correct. When the time is changed by either the PC  
operator or automatically by Microsoft XP (i.e. daylight  
savings time automated change), the PC must be  
restarted.  
MatrixLogs Folder  
The Matrix setup program creates a folder named  
c:\MatrixLogs. Various log files generated during Matrix  
operation stored in this folder, do not delete it.  
FIG. 30  
Click the Update tab and deselect the Check For  
Updates Automatically feature, then click Apply. Click  
the X in the top right corner to close the window. See  
FIG. 31.  
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Software Installation Troubleshooting  
Software Installation Troubleshooting  
Problem  
Cause/Solution  
When Matrix is launched, I see  
a progress bar for a period of  
time, but the browser window  
showing the Matrix application  
never appears.  
There may be a pop-up blocker program running on your PC and preventing  
the Matrix window from opening. Verify that you do not have a pop-up blocker  
integrated with your IE browser. Programs such as the Google, Yahoo, and  
AOL Toolbars—among many others, including IE itself if Service Pack 2 for  
Windows XP is installed—contain such features. You must configure your  
pop-up blocker to not block pop-ups from the Matrix Server software. If this is  
happening at the server PC, the address the pop-up blocker must allow  
pop-ups from is http://127.0.0.1. If this is happening at a Matrix Client, the  
<MatrixServer> is the host name or IP address of the Matrix Server PC. How  
the pop-up blocker is configured varies depending on the program, so check  
that program’s documentation for instructions on how to do this. Usually, the  
easiest solution is to disable the pop-up blocker entirely.  
If a pop-up blocker causes the browser-based user interface to not show, the  
underlying program that handles system communication, warning pop-ups,  
sending e-mails, etc., should still function as normal.  
When Matrix is launched, I get  
an error that says a connection  
could not be made to the Matrix  
server.  
Make sure you do not have a software firewall blocking ports 8080-8083 or  
3306 at the Matrix Server and port 8082 at each Matrix Client. Matrix must be  
able to use these ports for normal operation. By default, Service Pack 2 for  
Windows XP turns the built-in Windows Firewall on; ensure that these ports  
are open. The system may have a firewall from another vendor, such Syman-  
tec’s Norton Internet Security, installed; this type of security software pack-  
ages can contain firewalls and pop-up blockers, among other tools.  
I’m sure I have no pop-up  
blockers or firewalls on my  
Matrix Client, but I still can’t  
access the Matrix screens.  
Verify with your IT network administrator that the network has no proxy servers  
that block traffic on port 8080, the default port used by Matrix for http traffic.  
The tank level information  
screen has a white/gray rectan-  
gle where the dispense infor-  
mation should be.  
The tank level information is displayed in a table in a Java applet. Verify that  
you have the Java Plugin (version 1.4.2_04 or later) installed and that it is not  
disabled in IE (Tools->Internet Options->Advanced tab, the section marked  
Java (Sun)).  
Also, in the Windows Control Panel, you should find a Java Plug-in icon. Dou-  
ble-click the icon and verify that IE is set up to use the Sun JRE for viewing  
applets.  
After installing the JRE as  
described in the installation  
instructions, There is a coffee  
cup icon in the system tray and  
frequent pop-up windows.  
What is this for, and is there a  
way to turn off the pop-ups?  
This is the Java Update mechanism that is part of the JRE, which, if enabled,  
allows the JRE to make periodic automatic checks over the Internet for new  
versions of the JRE. For the purpose of running Matrix this isn’t necessary. To  
turn this off, go to Control Panel, double-click on the Java Plugin icon and  
choose the Update tab. Clear the Check for Updates Automatically check-  
box  
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Software Installation Troubleshooting  
Problem  
Cause/Solution  
I can’t access the Matrix setup  
screens from a Matrix client.  
With one exception, this behavior is normal. One Matrix Client PC is chosen to  
be the system’s Primary Client. A Matrix system administrator can access the  
setup screens from this PC, but from no other Matrix Clients. Note that the Pri-  
mary Client does not need to be the same machine as the Matrix Server,  
where a Matrix system administrator can always access the setup screens.  
With Matrix installed on single  
PC in a standalone system  
configuration, when I launch  
Matrix while my computer is not  
attached to my network, the  
Matrix browser-based screens  
do not appear. However, if I  
attach my computer to the net-  
work and launch Matrix, they  
do appear.  
This happens most often with laptops that frequently connect to multiple net-  
works using different configurations.  
First, verify the proxy settings configured in your IE browser. Open a blank IE  
window, click on Tools->Internet Options, and select the Connections tab.  
Ensure that 1) Never dial a connection is selected, and 2) Click on LAN Set-  
tings and disable automatic proxy configuration.  
Also, be aware that IE, will always check for an Internet connection before  
serving local web pages (see article ID 290766 on Microsoft’s online support  
site, support.microsoft.com, for details).  
I clicked on a button to get to a  
different page at a Matrix Client  
and I got a gray screen that  
says “Direct access to this  
Matrix page not allowed.”  
Usually this means that the Matrix Server was restarted. In the Matrix system,  
if the Matrix Server is restarted for any reason, all Matrix Clients must also be  
restarted to reconnect to the screens. This is one reason why it’s important  
that the Matrix Server be dedicated to the Matrix system.  
1. Choose Start / Control Panel from the Windows  
Uninstalling Matrix on  
Windows XP  
Start menu.  
2. In Control Panel, double-click Add or Remove Pro-  
grams.  
Follow this procedure to remove Matrix software and  
data files stored on your computer. You will lose all  
Matrix system parameters and all Matrix tank level his-  
tory using these procedures unless you first use Matrix  
Reporter to make a back-up of the database by export-  
ing it to a *.sql file.  
3. Scroll to Matrix in the program listing and click it  
once to highlight it.  
4. Click the Remove box.  
5. In the dialog box that appears, choose Remove.  
from the list of options and click the Next button.  
You must have Windows XP administrator privileges  
in order to add or remove Matrix from the computer.  
6. Click Yes in the window that asks you to confirm  
your selection.  
Any files you have created with Matrix since it was  
originally installed, such as database export files,  
reports, and log files will not be removed by the  
uninstall program. If you wish to also remove these  
from your hard drive, you will have to do so manually  
using Windows Explorer after the uninstall program  
completes.  
7. The uninstall program runs.  
8. Click the Finish button.  
You may be prompted to reboot as the final step of the  
uninstall process. Graco recommends that you always  
reboot when you have uninstalled Matrix software.  
Matrix log files found in c:\MatrixLogs, will not be  
removed by the automated uninstall process. They  
must be deleted manually.  
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Operator Screens  
Operator Screens  
FIG. 32 Operating Screens  
Tank Level Information _____________________________________  
Place the cursor over the Tank Level Information box, causing the text to turn yellow. Left click the box to go to the  
Tank Setup screen. See FIG. 33.  
FIG. 33 Tank Level Information Screen  
This screen provides tank level status activity for all  
tanks in the system:  
Tank volume, as shown in FIG. 33, changes as a result  
of several different events:  
Date & Time - displays the day, month, date, time, and  
year that the dispense took place.  
1. Tank Level Monitor reading – The current tank vol-  
ume is updated when readings are sent by a tank  
level monitor mounted on the tank. These readings  
can be scheduled (programmed) to happen at spe-  
cific times during the day, or they can be manually  
generated when the blue button on the tank level  
monitor is pressed. The tank level readings sent  
from the tank level monitor always overwrite what-  
ever Matrix has as the current tank volume.  
Tank Name - displays each fluid storage tank in use with  
the Matrix system and the numbers or labels that are  
assigned to them.  
Fluid Type - displays the type of fluid stored in the tank.  
Tank Capacity - displays the total gallons of fluid that the  
tank is capable of holding when full.  
2. Manual tank level adjustments – On the tank setup  
screen, the adjust link allows you to manually  
increase or decrease the current tank volume. This  
is commonly done for fresh oil deliveries and waste  
oil removal.  
Current Volume - displays the tank volume in gallons.  
Battery - displays the amount of battery life remaining.  
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OperatorScreens  
Battery Level Information___________________________________  
Place the cursor over the Battery Level Information box, causing the text to turn yellow. Left click the box to go to the  
Battery Level Information screen. See FIG. 34.  
FIG. 34 Battery Level Information Screen  
This screen provides battery charge level for all meters  
and tank level monitor batteries in the system. Each row  
corresponds to a meter or tank.  
Battery Level Status - the actual battery status,  
expressed as a percentage of a fully charged battery.  
If a tank level monitor’s battery level status drops below  
it’s configured warning level, the row corresponding to  
that tank level monitor in the list will turn red. This high-  
lights the fact that a tank level monitor has a battery level  
nearing zero and should have a new battery installed.  
The row will stay red until the battery is changed and  
Matrix receives a reading from that tank level monitor.  
Date & Time - the date and time of the last battery sta-  
tus update  
Meter Or Tank Name - the name of the meter or tank,  
including the fluid name associated with it.  
Warning Level - the user-configurable point at which the  
battery should be replaced for the meter or tank,  
expressed as a percentage of a fully charged battery  
and set in the meter or tank’s setup configuration.  
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System Administrator Screens  
System Administrator Screens  
Matrix System Setup  
Once the Matrix PC software is installed, it’s necessary  
to synchronize the software with the other hardware  
components of the Matrix system. This is done through  
the system administrator portion of the software. This  
section is password protected and provides access to all  
Matrix setup screens. Only individuals with system  
administrator rights have access to this portion of the  
program.  
Move the mouse pointer to the box labeled Matrix Sys-  
tem Setup. The text will turn yellow. Left click to bring up  
the Authenticate User dialogue box.  
1. Key in your user information and click Submit. For  
initial log on only, type in matrix (lowercase) for user  
name and graco (lowercase) for the password.  
Click Submit. Once the initial log on information is  
authenticated, the System Administration screen  
appears. See FIG. 35.  
FIG. 35 System Administration Screen  
Personalized passwords for System Administra-  
tion, Entering Work Orders, and for Adjusting Tank  
Levels are entered at the System User Setup  
screen, see page 23. Once a new admin user  
account is created, the default matrix/graco  
account is disabled.  
The system administrator has access to:  
System Configuration - setting global security, mea-  
surement system, Transceiver configuration and  
Matrix PC client information.  
System User Setup - add, modify, and remove  
users.  
Tank Setup - add, modify, adjust, remove, and pro-  
gram tank level monitors.  
E-mail Setup - configure email to be sent to respon-  
sible parties based on various tank conditions.  
Return to Operating Screens- returns the user to the  
operating screens.  
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System Administrator Screens  
System Configuration______________________________________  
There are three sections of the System Configuration screen: General system-wide default settings, transceiver set-  
tings, and PC client settings. See FIG. 36.  
The System Configuration setup must be performed prior to defining all other Matrix system setup parame-  
ters.  
FIG. 36 System Configuration Screen  
To change any of the settings listed for system configu-  
ration, click modify.  
Edit Contact Information  
The Edit Contact Information dialog box appears once  
apply is selected. Fill in the appropriate fields. This infor-  
mation will be placed automatically on all outgoing  
Unit of Measure (English or Metric)  
Measurement System is the global units of measure-  
ment setting. English and Metric are the two options in  
the pull down menu. This setting can be changed on a  
tank-to-tank and meter-to-meter basis.  
Matrix e-mail. See FIG. 38.  
1. In the Measurement System box, select English or  
Metric.  
2. Click Apply  
FIG. 37 Select settings below  
FIG. 38 Edit Contact Information  
Click Apply to update contact information and return to  
the System Configuration screen.  
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System Administrator Screens  
Confirm PC/Transceiver Communication  
Transceiver Setup  
Each time a transceiver is powered up, it reads its dip  
switch settings for Network ID and Transceiver ID and  
sends this information to the PC. It also sends the trans-  
ceiver’s firmware revision level. These settings are dis-  
played as “Last Power-up Settings” and “Firmware  
Revision” on this screen. If these fields are “N/A”, it  
means that the transceiver has never (successfully)  
communicated with the PC.  
Click the Add Transceiver button, then click Modify.  
1. Enter the area of the shop where the transceiver is  
located (i.e., Main Shop, Fast Lube Shop, Engine  
Department) in the Transceiver Name field.  
2. The Network ID is a letter designation for the Trans-  
ceiver network identification. The default is (A).  
There are eight network ID’s available designated  
with the letters A through H. Type in the selected  
Network ID.  
One way to confirm that the serial connection between  
PC and transceiver is functioning properly is to change  
the transceiver dip switch settings and verify that the PC  
software reflects the new settings. Refer to the trans-  
ceiver manual on how to set transceiver dip switches.  
The Network ID letter for a given Transceiver  
must match that Transceiver’s dipswitch set-  
tings.  
Example:  
A Matrix system has a single transceiver, the desired  
settings on the transceiver setup screen (Fig. 18) are  
Network ID = A, Transceiver ID = A, and Serial Port =  
COM1 (factory defaults).  
3. Transceiver ID is a letter designation for the Trans-  
ceiver Identification. The default is (A). There are  
eight Transceiver ID’s available designated with the  
letters A through H.  
The Transceiver ID letter for a given Transceiver  
must match that Transceivers equivalent dip-  
switch settings.  
4. Serial Port is a pull down menu of all available com-  
munication ports on the Matrix PC. COM 1 is the  
default setting. If COM 1 is not available, select an  
open port from the pull down list.  
Some computers may not have any serial ports.  
In this case a USB converter will be required to  
obtain serial ports. Graco recommends Edge-  
port models from B & B Electronics.  
If you attempt to add a Transceiver and the PC  
has no COM ports available, an error message  
appears. Contact your IT professional or add  
serial ports using the USB convertors recom-  
mended by Graco. See page 3 for additional  
information.  
FIG. 39  
1. If it’s open, close the transceiver setup screen (Fig.  
18).  
Firmware Revision is the Transceiver firmware  
revision level.  
2. Power off the transceiver.  
3. Set the transceiver dipswitch settings to:  
Network ID = H  
Transceiver Power-up  
Transceiver ID = H  
Refer to transceiver manual 309498 for instructions.  
Graco recommends that when you plug in the power  
cord to the transceiver, do it with the PC serial cable  
already plugged in.  
4. With one end of the serial cable already plugged  
into the PC and the other end in the transceiver,  
power up the transceiver.  
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System Administrator Screens  
5. As the transceiver initializes itself on power-up,  
watch the LED lights on the side of the transceiver.  
You should see the lights flicker briefly with a burst  
of activity. You may see occasional flickering of the  
lights after this initial burst.  
When the Matrix PC software starts up, one of the first  
things it does is check with Windows to find out what  
serial ports (COM ports) exist in the system. These  
ports are the ones listed in the Serial Port drop down list  
on the transceiver setup screen. If a port you expect is  
not listed there, it is because it is not registered as a  
valid port with Windows.  
6. After the brief burst of LED activity, open the trans-  
ceiver setup screen in the PC software and check  
the “Last Power-up Settings”. If they show the Net-  
work ID = H and Transceiver ID = H settings as  
described above, the serial connection between the  
PC and the transceiver is functioning properly.  
Second, the selected COM port may be in use by  
another program on the PC. In this case, even if the  
Serial Port selection on the transceiver setup screen  
matches the port the cable is plugged into, no Matrix  
communication will happen because a different software  
program “owns” the port. The only way to get it to work  
is to either shut down the other program or configure  
either the other program or Matrix to use a different  
COM port. Software programs that use serial ports  
include fax software and PDA software.  
7. Close the transceiver setup screen.  
8. Power down the transceiver and restore the dip  
switch settings to their Network ID = A, Transceiver  
ID = A settings.  
9. Power up the transceiver.  
Third, the cable between the PC and the transceiver  
could be either bad or wired improperly. The latter is  
most likely to occur when an RS422 connection is used;  
the former could happen with either serial cable choice.  
Make sure the cables are firmly connected, so that there  
isn’t a chance the plug or wire is falling out on either  
end.  
10. After the initialization activity reflected by the lights  
on the transceiver, open the transceiver setup  
screen and confirm that the “Last Power-up Set-  
tings” read Network ID = A and Transceiver ID = A.  
If the “Last Power-up Settings” do not update, one or  
more things may be happening.  
First, the serial port selected on the transceiver setup  
screen may not be the one the serial cable is plugged  
into. Many newer computers have only one serial port  
on the back of the computer; the port may or may not be  
COM1. It could easily be another COM number, so if  
other COM ports show up in the transceiver setup  
screen’s drop down list for Serial Port selection, try  
using each of those in turn and repeat the above steps.  
Many new computers have no serial ports at all, in which  
case a USB to RS232 converter is required to supply at  
least one serial port. Graco recommends the purchase  
of Edgeport brand USB to RS232 converters, available  
from www.bb-elec.com. Follow the installation instruc-  
tions for the converter carefully and make sure you  
reboot the computer when complete. Again, don’t  
assume the COM port number—the documentation with  
the converter should help explain what COM port num-  
ber the converter will provide.  
Repeat this setup for each Transceiver ensuring that no  
two Transceivers use the same Network and Transceiver  
IDs. If you have only one transceiver, Graco recom-  
mends using the default Network ID and Transceiver ID  
settings.  
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System Administrator Screens  
System User Setup ________________________________________  
Place the cursor over the System User Setup box causing the text to turn yellow. Left click the box to go to the Sys-  
tems Users Setup screen. See FIG. 40. Use this screen to add new system administrators and their PIN numbers.  
FIG. 40 Systems User Setup Screen  
Click on the System User Setup button, then click on  
Modify for each System Administrator person that will  
need access to all the screens in the system  
.
Adding a System Administrator User  
1. For each new System Administrator User, click ADD  
SYSTEM USER.  
2. Click modify and enter the User Name, and Real  
Name. See FIG. 41. Click Apply,  
3. Key in the user’s password and then click Apply. See  
FIG. 42  
There can be more than one System Adminis-  
trator if you wish. The System Administrator has  
access to all screens in the software. This pro-  
cess disables the default system admin account.  
Keep this information in a secure place. Keep this infor-  
mation in a secure place. If you misplace your system  
administrator password information, call the Graco  
Lubrication Equipment Support Team at  
FIG. 41 Select settings below  
1-800-533-9655 from 7:30a.m. to 5:00 p.m. CST.  
FIG. 42  
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System Administrator Screens  
Changing User Information.  
Modifying User Information  
1. Select the user information to change and click  
1. In the Action Column of the user record, click mod-  
ify. The Select settings below dialogue box appears.  
See FIG. 41.  
Modify.  
2. Select and change the information.  
3. Click Apply to update the record.  
2. Change the data as needed.  
Removing a User  
If the Security Status is changed from Basic to  
either Administrator or Work Orders, new pass-  
words, allowing access, must be entered.  
In the Action Column of the user record, click remove to  
remove the user record from the System Users Setup  
screen.  
3. Click Apply. The changes are made. If the security  
level previously selected is for Administrator or Work  
Orders, either existing passwords or new passwords  
must be entered to apply the changes.  
Tank Setup _______________________________________________  
Click Tank Setup to go to the Tank Setup screen (FIG. 43). Tanks must be configured before meters can be config-  
ured.  
FIG. 43 Tank Setup Screen  
Customized Fluid Setup  
To add, edit, or remove a fluid from the Tank setup, click  
the Customized Fluid List button located in the upper  
left corner of the Tank Setup screen. See FIG. 43. The  
Fluid Setup dialogue box appears. See FIG. 44.  
To Add a new fluid to the entry list  
Click Add. Type in the new fluid name and a description,  
and select the type of fluid from the drop down box. Click  
Add to add a fluid to the list. You will need to provide a  
fluid name, description, and select if it’s Oil/ATF, Gear  
Lube, or Anti-Freeze 50/50. For ease of reading else-  
where in the program and in the reports, a short name is  
recommended. Click Apply to update the record.  
FIG. 44 Select a fluid entry to add or remove  
To Remove a fluid  
Adding a New Tank using a TLM  
Select the fluid to remove, and click Remove. The  
record is deleted from the list and you return to the Tank  
Setup screen.  
1. Click Add Tank. A new blank record is added. Tanks  
must be setup and programmed prior to meters  
being setup. See FIG. 45.  
2. Select modify for the newly added tank  
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System Administrator Screens  
3. Tank Name: select and name the tank  
4. Fluid Name: select any type of service fluid from  
the drop down list.  
This field is alpha/numeric. For 1 - 99 TLMs use  
5. Tank Capacity: fill in the tank capacity and select a  
the following numbering 01, 02, 03, … 09. For 100  
- 999 TLMs use the following numbering 001, 002,  
003, … 010, 011, 012. This ensures the tanks will  
be listed in the correct sequence in the Matrix sys-  
tem. To avoid issues with the reporting function, do  
not use commas in data fields.  
measurement (i.e. 500 gallons).  
Vertical wall tanks use this capacity figure to calcu-  
late tank volume. Make certain the value is accu-  
rate. The tanks of other shapes calculate capacity  
based on user-entered dimensions.  
6. Tank Level Monitor: select yes if you plan to use a  
Tank Level Monitor (TLM) on the tank and No if you  
don’t plan to use one. If yes, you will be prompted  
for additional information about this tank.  
7. Tank Shape: select either vertical walls, cylinder, or  
obround. See page 26 for information regarding  
tank shape.  
8. Tank Warning Level: default is 10%, but can be  
changed as required. The monitor will send a low or  
high tank level warning screen to the PC when the  
tank level reaches 10% capacity, alerting the Sys-  
tem Administrator that the tank level is low and  
needs more fluid or high and must be evacuated.  
9. Tank Warning Type: the Low setting is for new ser-  
vice fluids and the High setting is for used oil tanks.  
FIG. 45 Edit Tank Setup  
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System Administrator Screens  
Tank Shape Screen  
Obround Tank  
Vertical Tank Geometry  
Vertical tanks use the tank capacity to calculate tank vol-  
ume. Obround and cylindrical tanks use the tank dimen-  
sions to calculate tank volume.  
Vertical Tank  
FIG. 47 Obround Tank  
Cylindrical Tank  
FIG. 46 Vertical Tank  
Verifying Capacity for Obround and Cylindrical  
Tanks  
After the obround or cylindrical tank setup information  
has been completed, it may be necessary to modify the  
tank manufacture’s published gal/liter capacity that was  
entered in FIG. 45. (In some cases the actual volume of  
the tank may exceed the manufacture’s published  
capacity.) To verify this, once the TLM has been pro-  
grammed:  
1. Stand the TLM upright on a flat smooth surface,  
press the blue button and record the volume. The  
volume shown on the PC tank setting screen should  
match the volume initially entered. If it does nothing  
further needs to be done.  
2. If the reading does not match, modify the tank  
capacity in FIG. 45 to match the TLM reading taken  
on the flat smooth surface.  
FIG. 48 Cylindrical Tank  
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System Administrator Screens  
FIG. 50 Adjust Tank Levels  
2. Enter the amount of oil to be added or subtracted to  
the current amount.  
FIG. 49 Edit Tank Schedule  
3. Click the description arrow, and choose an appropri-  
ate reason for the adjustment.  
1. After making the appropriate tank shape selection  
click continue for the next screen called the edit tank  
schedule dialogue box. See FIG. 49.  
4. Add any desired comments.  
5. Click Apply to update the record.  
2. This screen defines the frequency of tank level  
reports to be sent to the Matrix PC. Click Apply to  
update the record and return to the tank Setup  
screen.  
6. The Tank volume updated notice appears. See FIG.  
51. Click Close to return to the Tank Setup screen.  
Up to 10 tank level reports can be selected per day.  
The frequency of reporting is directly related to the  
tank level monitor battery life. The more daily  
reports, the shorter the life of the tank level moni-  
tor’s batteries.  
FIG. 51 Tank Volume Updated  
Manual Tank Adjustment  
1. Click adjust. The Tank Levels screen appears. See  
FIG. 50.  
Removing a Tank  
In the Action column of the monitor you want to remove,  
click remove. The record is deleted.  
If the tank is full or has oil in it, press the display  
button to automatically display the amount of oil in  
the tank.  
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System Administrator Screens  
Programming the Tank Level  
Monitor  
1. In the Action column of the tank record you want to  
program, click Program. The Tank Level Monitor  
setup timeout notice appears. See FIG. 52.  
Tank 1  
5W-30  
FIG. 53  
Recommendations  
1. Verify that the serial link between the PC and trans-  
ceiver is working. See the Confirm PC/Transceiver  
Communication section on how to do this. If this  
link is not working, nothing else will.  
2. Tank level monitors come from the factory with  
exactly the same factory default configura-  
FIG. 52 Tank Level Monitor Setup  
tion—including the RF settings the tank level moni-  
tors use to communicate to the PC via the  
transceiver. Therefore, when trying to program one  
tank level monitor, another tank level monitor may  
interfere. Particularly when commissioning a system  
for the first time, remove the batteries from all tank  
level monitors except the one you’re programming.  
2. When the screen appears, you will have up to 5 min-  
utes to program the TLM or you will need to reclick  
on Program. After 5 minutes, this window needs to  
be manually closed. To stay in program mode at the  
PC, the program link must be clicked again. Press  
the blue button on the TLM until Program Mode is  
displayed on the TLM screen (about 15 seconds).  
The text on the screen will change from “PC in pro-  
gramming mode” to “Program Complete” indicating  
the TLM has been programmed. For more informa-  
tion on the TLM see instruction manual 309500.  
3. Do not program another tank level monitor until you  
get the Programming complete! message shown  
in FIG. 54. If you program a tank level monitor and it  
appears to be successfully programmed at the tank  
but you didn’t get the programming complete mes-  
sage at the PC, Graco recommends you reprogram  
the tank level monitor. This ensures that you do not  
get two tank level monitors programmed with dupli-  
cate parameters, which will cause unpredictable  
system behavior.  
Remove the protective plastic covering from the  
tank level monitor display.  
3. Click Cancel Programming to return to the Tank  
Setup Screen and start over.  
After programming is completed, label each moni-  
tor with the tank number and fluid name (i.e., Tank  
1, 5W30). The label can be removed after the mon-  
itor is installed in the tank. See FIG. 53.  
FIG. 54 Programming complete screen  
If a programmed TLM is moved to another tank  
location or if the parameters change, it must be  
re-programmed.  
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System Administrator Screens  
E-Mail Setup______________________________________________  
Click E-Mail Setup to go to the E-Mail Setup screen (FIG. 55).  
FIG. 55 E-Mail Setup Screen  
Matrix can send e-mail notification to responsible parties  
based on the following tank-related events:  
falls below the configured warning level, each succes-  
sive tank level reading from that tank will generate a  
pop-up Low Tank Level warning. This will continue until  
the tank is filled above the warning level—but the e-mail  
notification will happen only the first time it occurs on  
that day.  
Missed Tank Level Reading Tank level monitors can  
be programmed to measure the tank level at predeter-  
mined times and report that information to the PC. If the  
tank level monitor is programmed to report at a specific  
time, this event is fired if no report is received by the PC  
within 55 minutes. For example, if the tank level monitor  
is programmed to report tank level at 2:00 pm and no  
reading is received by the PC by 2:55pm, the reading is  
considered missed and an e-mail will be sent. This event  
is usually sent to the Matrix system administrator.  
Graco strongly recommends that the End User’s  
Information Systems personnel be involved in the  
following Matrix configuration.  
E-mail Configuration  
Click E-MAIL CONFIGURATION to display the dialog  
Tank Low Level or High Level Warnings – If the tank  
level falls below the Low Level warning threshold or  
rises above the High Level warning threshold pro-  
grammed 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 administra-  
tor.  
box shown in FIG. 56.  
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 read-  
ings can be e-mailed as a scheduled event. This event is  
usually sent to the Matrix system administrator.  
It is possible for the Missed Tank Level Reading and  
Low/High Level Warning events to occur multiple times  
per day, but an e-mail for that particular event will be  
sent only once per day. For example, if the tank level  
FIG. 56 E-mail Configuration dialog  
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System Administrator Screens  
1. Your Company Name – this is the end user’s com-  
Only one address can be entered; if the same noti-  
fication needs to be sent to multiple addresses, a  
separate e-mail event must be created for each  
recipient.  
pany name.  
2. “From” E-Mail Address – recipients of any e-mail  
sent by Matrix will appear to come from the address  
entered here. Typically, this is the e-mail address of  
the person responsible for managing the bulk oil  
tank deliveries and pick-ups at the Matrix site.  
3. Click the Event drop down list and select event.  
4. Assign Tanks to this e-mail Event: Click and high-  
light the tank(s) that you wish to send, then click the  
(>>) right arrows. The tank(s) will be moved to the  
assigned tank column. Click Apply. See FIG. 57.  
3. SMTP Server Address for Outgoing Mail – the  
address of the mail server to which Matrix transfers  
outbound e-mail. This address can be obtained from  
either the Internet service provider or from IT per-  
sonnel at the site. Some Internet service providers  
change the SMTP address frequently (eg. AOL).  
The Matrix e-mail functionality will not work with  
these Internet service providers.  
Removing an E-Mail Event  
In the Action column of the record you want to change,  
click remove. The record is removed from the screen.  
4. Use Authentication/User Name/Password – some  
mail servers require authentication in the form of a  
user name and password. If this is the case, check  
the check box and enter the appropriate user name  
and password here. Otherwise, leave the check box  
unchecked and the user name and password fields  
blank.  
5. Click Apply close the screen and save changes.  
To verify the e-mail configuration settings made above,  
create a Current Tank Volume e-mail event (as  
described below) for about 5 minutes in the future, allow  
the time to expire, and verify with the recipient that the  
e-mail was received. Once Matrix has created the e-mail  
and transferred it to the mail server, Matrix cannot con-  
firm that the e-mail actually arrived at the intended recip-  
ient. However, Matrix Reporter provides a report that  
summarizes e-mail events, at least as far as creating the  
e-mail and getting it as far as the mail server.  
Adding an E-Mail Event  
Click Add E-Mail. A new record is added to the screen.  
Modifying E-mail Events  
1. Locate the e-mail event you wish to change and  
FIG. 57 Modifying E-mail  
select Modify.  
2. In the new Send to E-mail Address, enter the e-mail  
address of the person you wish to send notify of this  
event.  
System Status ____________________________________________  
Selecting the system status box returns the user to the Operator User System screen.  
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System Administrator Screens  
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MatrixReporter  
Matrix Reporter  
Matrix Reporter provides all Matrix reports and is used  
to import and export the Matrix database.  
Select a report from the drop down list under the main  
menu at the top of the screen. See FIG. 59. The data for  
the report will populate the report window below. At this  
point the data can be viewed, filtered by date, saved to  
file, or printed. See FIG. 60.  
Production Data  
Matrix retains production data over a 4 month rolling  
window. That is, data older than 4 months is automati-  
cally deleted on a daily basis. This “purging” action is  
performed at 3:30 am when the system is idle. This  
operation keeps the internal Matrix database to a man-  
ageable size ensuring that the system performs reliably.  
If retaining production data beyond the 4 month window  
is required, the Matrix system administrator should run  
the desired reports on a regular basis and either save  
the data to an electronic file or print a hard copy.  
Starting Matrix Reporter  
Navigate to Start / All Programs / Graco / Matrix and  
select Matrix Reporter. You will be prompted for a  
Matrix user name and password, which must have an  
Administrator security level.  
FIG. 59 Reports Type selection  
Creating a Report  
When you have successfully logged in, Matrix Reporter  
opens with a blank report window (FIG. 58).  
FIG. 60  
The following reports are available in Matrix Reporter:  
1. Current Volume by Tank  
2. Tank Volume History  
3. Missed Tank Readings  
4. Tank Adjustment History  
5. Current Battery Level by Tank  
6. Transceiver Configuration  
7. Tank Monitors by Transceiver  
8. Tank Configuration  
9. Tank Monitor Configuration  
10. Tank Monitor Schedule  
11. E-mail Server Settings  
12. E-mail Configuration  
13. E-mail History  
FIG. 58 Matrix Reporting Window  
Do not close the blank report window; a window  
like this is required to be open in order to display  
report contents. If for some reason the window is  
closed, a new one can be created by clicking on  
File / New in the main menu or the “Create a new  
report” button on the toolbar.  
14. PC Clients  
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Matrix Reporter  
Saving Report Data to File  
Exporting the Matrix Database  
All Matrix reports can be saved to an electronic file on  
the hard disk by running the desired report and then  
selecting Tools/Save Active Report from the main  
menu. The file will be in comma-separated text format  
and can be saved with a .csv or .txt extension. A spread-  
sheet software program such as Microsoft Excel can  
open a file like this for custom data manipulation and  
reporting.  
The internal Matrix database can be exported to an  
electronic file by clicking Tools/Database Utilities/  
Export Database. You will be prompted for a file name  
that by default will have an .sql extension. See FIG. 61.  
Saving the file to the hard disk is recommended. If you  
need to transfer the file elsewhere via floppy disk or  
other means, save the file to the hard disk first and then  
copy the file to the intended destination.  
Printing Report Data  
Most, but not all reports can be printed to a file by  
selecting File/Print from the main menu. Some reports  
have too many columns to format on common paper  
sizes and therefore will not print with this command. For  
reports that cannot be printed directly from Matrix  
Reporter, the print button on the toolbar and the print  
command in the File menu are disabled.  
Filtering Report Data  
Reports that contain production data (as opposed to  
configuration data) can be filtered by running the report  
and then selecting Tools/Filter Active Report by Date.  
You will be prompted for a start and end dates.  
FIG. 61  
This export process saves all Matrix data, both configu-  
ration and production data, to the file. Graco recom-  
mends this export process be done, at minimum, any  
time the system configuration is changed—a meter’s  
configuration is changed, a new meter is added, a new  
user is added, etc. If the PC has a hard disk failure or  
becomes otherwise unusable, the Matrix application  
software can be reloaded and the last saved database  
file can be imported to recover from the event—see  
recommends the backup database file be stored some-  
where other than the Matrix PC’s hard disk—such as on  
a network drive, on a CD or DVD, or on an external  
drive.  
Matrix Database Import and Export  
The ability to import and export the Matrix database  
allows end users to periodically backup their database,  
something that becomes critically important in the event  
of a hard disk failure. Graco recommends the database  
be backed up (exported to a file) after each system con-  
figuration change. This file represents a “snapshot” of  
the system’s configuration (including production data  
such as tank level readings) at that point in time. In the  
event of a PC problem, such as a hard disk failure, the  
system can be restored by replacing the failed hard-  
ware, reloading the Matrix application software, and  
importing the last saved backup database file. This  
restores the system to the last saved snapshot.  
This database export process can be done at any time  
without interfering with normal operation of the Matrix  
system.  
While Matrix Reporter is available on all Matrix PCs,  
Graco recommends using the database import and  
export features in Matrix Reporter on the Matrix Server  
PC, rather than a Matrix Client PC.  
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MatrixReporter  
The contents of the database file being imported will  
completely replace all elements of data that the existing  
system has. This includes system configuration and pro-  
duction data.  
Importing a Matrix Database File  
Matrix can import database files created by the export  
routine described in Exporting the Matrix Database in  
this manual.  
The import process is not reversible, meaning that you  
can’t “undo” the import. However, there are precautions  
that you can take to recover an previous database fol-  
lowing an import (see step 3 of the import instructions  
below).  
The primary purpose of importing a Matrix database file  
is to allow recovery from a catastrophic PC hardware or  
software event, such as a hard disk failure or reinstalla-  
tion of Windows. It is a process that should not be taken  
lightly. If the import process is not done correctly, Matrix  
may malfunction or could fail completely and require a  
manual reconfiguration of the entire system, including  
reprogramming of all tank level monitors. Read and  
understand the database import process and its ramifi-  
cations before importing a database file.  
Database file import instructions  
1. The import must be done when the Matrix system is  
idle. Do not attempt to dispense fluid with the Matrix  
system while doing an import.  
When a database file is imported, the contents of the file  
completely replace all elements of data that the Matrix  
system has. This includes system configuration and pro-  
duction data.  
2. The database file being imported must have been  
created by the same version of Matrix it’s being  
imported into. For example, if you’ve recently  
upgraded to a new version of Matrix, you cannot  
import backup database files created by the old ver-  
sion.  
Configuration data. Configuration data is all the sys-  
tem setup parameters, such as system, user, tank level  
monitor, and e-mail event parameters.  
3. While not a mandatory step, Graco recommends  
exporting the existing database to a file before  
importing the new one. If the import process should  
not work in any way, this provides a means of get-  
ting back to where you started (the database file  
saved as a precaution in this step could be recov-  
ered).  
Production data. Production data is all data that Matrix  
generates as part of normal system operation, such as  
tank level reporting history.  
Since the database file’s contents replace the corre-  
sponding settings and data in Matrix, any configuration  
changes made and production data generated since the  
file’s creation will be lost.  
4. Close all Matrix windows.  
5. Open Matrix Reporter by clicking on Start/All Pro-  
gram/Graco/Matrix and selecting Matrix Reporter.  
If there are differences between, for example, tank level  
monitor parameters in the database file and the actual  
programmed parameters in the tank level monitor itself,  
the resulting system behavior is unpredictable. The tank  
level monitors will have to be reprogrammed to ensure  
the PC and tank level monitors are match exactly.  
Therefore, export the database to a backup file when-  
ever the system configuration is changed.  
6. In Matrix Reporter, click on Tools/Database Utili-  
ties/Import Database. You will be prompted for a  
file name. Navigate to the directory in which the  
database file resides and select it.  
7. Matrix will import the contents of the file.  
8. When the import is complete, close Matrix Reporter.  
9. Reboot the computer.  
Follow the instructions carefully when import-  
ing a database file. If this process is not done cor-  
rectly, Matrix may malfunction or could fail  
completely and require a manual reconfiguration of  
the entire system, including reprogramming of all  
meters and tank level monitors.  
10. The Matrix system administrator should review all  
system configuration settings and verify they are  
correct. If there is any doubt whether the settings in  
the Matrix PC software are in synch with those pro-  
grammed into the tank level monitors, reprogram  
these devices to make sure the settings are syn-  
chronized. Differences between the settings for  
these devices in the PC software and the way they  
are programmed will cause unpredictable system  
behavior.  
The database file being imported must have been cre-  
ated by the Matrix system you are using. If you’re  
upgrading from an older version of Matrix PC software  
to this version, you must contact your authorized Graco  
distributor for assistance.  
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Troubleshooting  
Troubleshooting  
Problem  
Cause  
Solution  
Cannot access System  
Administration screens.  
Incorrect user name or password.  
Ensure you are using the correct user  
name and password. Contact Graco  
Customer Support Team if a new pass-  
word must be generated to access your  
Matrix system.  
The information in the dif-  
ferent screens does not  
update.  
Java Plugin settings may be incorrect.  
Make sure “Enable Caching” box is not  
checked. Make sure “Check for new  
version of stored pages” is checked in  
IE.  
Matrix email does not  
arrive at destination.  
A variety of issues may prevent deliv-  
ery of email.  
Review procedures in this manual to  
ensure correct settings. If necessary  
contact your IS representative.  
See Troubleshooting Section of the Readme file located on the Matrix Installation disk and Software Installation  
Troubleshooting on page 15 for more detailed software troubleshooting information.  
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Graco Standard Warranty  
Graco warrants all equipment manufactured by Graco and bearing its name to be free from defects in material and workmanship  
on the date of sale to the original purchaser for use. With the exception of any special, extended, or limited warranty published by  
Graco, Graco will, for a period of twenty-four months from the date of sale, repair or replace any part of the equipment determined  
by Graco to be defective. This warranty applies only when the equipment is installed, operated and maintained in accordance with  
Graco's written recommendations.  
This warranty does not cover, and Graco shall not be liable for general wear and tear, or any malfunction, damage or wear caused  
by faulty installation, misapplication, abrasion, corrosion, inadequate or improper maintenance, negligence, accident, tampering,  
or substitution of non-Graco component parts. Nor shall Graco be liable for malfunction, damage or wear caused by the  
incompatibility of Graco equipment with structures, accessories, equipment or materials not supplied by Graco, or the improper  
design, manufacture, installation, operation or maintenance of structures, accessories, equipment or materials not supplied by  
Graco.  
This warranty is conditioned upon the prepaid return of the equipment claimed to be defective to an authorized Graco distributor for  
verification of the claimed defect. If the claimed defect is verified, Graco will repair or replace free of charge any defective parts.  
The equipment will be returned to the original purchaser transportation prepaid. If inspection of the equipment does not disclose  
any defect in material or workmanship, repairs will be made at a reasonable charge, which charges may include the costs of parts,  
labor, and transportation.  
THIS WARRANTY IS EXCLUSIVE, AND IS IN LIEU OF ANY OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT  
NOT LIMITED TO WARRANTY OF MERCHANTABILITY OR WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE.  
Graco's sole obligation and buyer's sole remedy for any breach of warranty shall be as set forth above. The buyer agrees that no  
other remedy (including, but not limited to, incidental or consequential damages for lost profits, lost sales, injury to person or  
property, or any other incidental or consequential loss) shall be available. Any action for breach of warranty must be brought within  
two (2) years of the date of sale.  
Graco makes no warranty, and disclaims all implied warranties of merchantability and fitness for a particular purpose in connection  
with accessories, equipment, materials or components sold but not manufactured by Graco. These items sold, but not  
manufactured by Graco (such as electric motors, switches, hose, etc.), are subject to the warranty, if any, of their manufacturer.  
Graco will provide purchaser with reasonable assistance in making any claim for breach of these warranties.  
In no event will Graco be liable for indirect, incidental, special or consequential damages resulting from Graco supplying equipment  
hereunder, or the furnishing, performance, or use of any products or other goods sold hereto, whether due to a breach of contract,  
breach of warranty, the negligence of Graco, or otherwise.  
FOR GRACO CANADA CUSTOMERS  
The parties acknowledge that they have required that the present document, as well as all documents, notices and legal  
proceedings entered into, given or instituted pursuant hereto or relating directly or indirectly hereto, be drawn up in English. Les  
parties reconnaissent avoir convenu que la rédaction du présente document sera en Anglais, ainsi que tous documents, avis et  
procédures judiciaires exécutés, donnés ou intentés à la suite de ou en rapport, directement ou indirectement, avec les  
procedures concernées.  
Graco Phone Numbers  
TO PLACE AN ORDER, contact your Graco distributor, or call to identify the nearest distributor.  
Phone: 612-623-6928 or Toll Free 1-800-533-9655, Fax 612-378-3590  
All written and visual data contained in this document reflects the latest product information available at the time of publication.  
Graco reserves the right to make changes at any time without notice.  
Original instructions. This manual contains English. MM 309504  
Graco Headquarters: Minneapolis  
International Offices: Belgium, China, Japan, Korea  
GRACO INC. AND SUBSIDIARIES • P.O. BOX 1441 • MINNEAPOLIS MN 55440-1441 • USA  
Copyright 2003, Graco Inc. All Graco manufacturing locations are registered to ISO 9001.  
Revised July 2012  
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