Document Outline

• MDE-4821H FLEET HEAD OFFICE SYSTEM AND FUEL MANAGEMENT SOFTWARE INSTALLATION AND USER'S MANUAL
  • 1 GENERAL DESCRIPTION
    • 1.1. INTRODUCTION
    • 1.2. FHO PRODUCT OVERVIEW
      • 1.2.1. General
      • 1.2.2. Features
      • 1.2.3. Fleet Management
    • 1.3. FMS PRODUCT OVERVIEW
      • 1.3.1. General
      • 1.3.4. Authentication
      • 1.3.5. Protection
    • 1.4. MANUAL STRUCTURE
    • 1.5. USING THIS MANUAL
    • 1.6. REFERENCES
  • 2 SOFTWARE AND HARDWARE REQUIREMENTS
    • 2.1. INSTALLATION
    • 2.2. POWER SOURCE
    • 2.3. HARDWARE REQUIREMENTS
      • 2.3.1. General
      • 2.3.2. Hardware Configuration for One Station
      • 2.3.3. Medium PC Configuration
      • 2.3.4. FHO AND FMS Server Configuration
    • 2.4. HASP KEY
    • 2.5. INTERNET
    • 2.6. DATABASE
    • 2.7. MS WINDOWS SERVICES
    • 2.8. ACCESS REQUIREMENTS
    • 2.9. SERVER SECURITY RECOMMENDATIONS
  • 3 APPLICATION INSTALLATION
    • 3.1. GENERAL
      • 3.1.1. Database Requirements
      • 3.1.1.1. Server Database
      • 3.1.1.2. Medium PC Database
    • 3.2. EXPRESS INSTALLATION
    • 3.3. CUSTOM INSTALL – FULL LOCAL
    • 3.4. CUSTOM INSTALL – FULL REMOTE
    • 3.5. CUSTOM INSTALL – HEAD OFFICE ONLY
    • 3.6. CUSTOM INSTALL – DATABASE ONLY
    • 3.7. UPGRADING HO
    • 3.8. UNINSTALLING HO
    • 3.9. FAILURE TO RUN THE HO PROGRAM
  • 4 COMMON FUNCTIONAL PRINCIPLES
    • 4.1. GENERAL
    • 4.2. TERMINOLOGY
    • 4.3. COMMON ACTIONS IN GRID
      • 4.3.1. General
      • 4.3.2. Navigating a Grid
      • 4.3.3. Selecting a Row in a Grid
      • 4.3.4. Marking Row(s) in a Grid
      • 4.3.5. Sorting a Grid
      • 4.3.6. Filtering a Grid
    • 4.4. NAVIGATION NOTES
      • 4.4.1. General
      • 4.4.2. Not Saving Change
      • 4.4.3. Filling All Fields
      • 4.4.4. Saving Data
    • 4.5. LOG FILES
      • 4.5.1. General
      • 4.5.2. Enabling Log File
      • 4.5.3. Logs Location
      • 4.5.4. Types of Log Files
  • 5 GETTING STARTED
    • 5.1. GENERAL
    • 5.2. FHO/FMS APPLICATION STARTUP
    • 5.3. LOGIN
      • 5.3.1. User and Password Identification
  • 6 OPERATING AS ADMINISTRATOR
    • 6.1. GENERAL
    • 6.2. ADMINISTRATOR APPLICATION START SCREEN
    • 6.3. NAVIGATING THROUGH THE ADMINISTRATION APPLICATION
    • 6.4. SETUP SECTION
      • 6.4.1. General Tab
      • 6.4.2. Fleet Management Import
      • 6.4.3. Reports Tab
      • 6.4.4. Formats Tab
      • 6.4.5. Alarms Tab
      • 6.4.6. Products Tab
        • 6.4.6.1. Creating a New Product
        • 6.4.6.2. Product Properties
        • 6.4.6.3. Deleting a Product
      • 6.4.7. Price Lists
        • 6.4.7.1. General
        • 6.4.7.2. Setup
      • 6.4.8. FMS Screen
        • 6.4.8.1. Level Status
        • 6.4.8.2. Flow Rate Interval
        • 6.4.8.3. Historical Volume Averages for Tanks Calculation
        • 6.4.8.4. Fuel Order and Delivery
        • 6.4.8.5. Depot and Supplier Setup
        • 6.4.8.6. Deliveries Screen Selection
      • 6.4.9. Card-Format
      • 6.4.9.1. Defining a New Card Format
      • 6.4.9.2. Modifying Card Format Properties
      • 6.4.9.3. Deleting a Card Format
      • 6.4.9.4. Export/Import Card Formats
    • 6.5. STATIONS TAB
      • 6.5.1. Stations Screen
        • 6.5.1.1. Stations Grid Elements
      • 6.5.2. New Station Definition
        • 6.5.2.1. General
        • 6.5.2.2. Adding a New Station
        • 6.5.2.3. Station Tab
        • 6.5.2.4. Selecting Different Station Type
        • 6.5.2.5. Product Mapping Tab
        • 6.5.2.6. Information tab
        • 6.5.2.7. Tanks Tab
        • 6.5.2.8. Pumps and Nozzle Tab
        • 6.5.2.9. History Data Tab
      • 6.5.3. Stations Properties
      • 6.5.4. Delete Station
      • 6.5.5. Find Filter
      • 6.5.6. Manual Update
      • 6.5.7. Redefining a Station
    • 6.6. CLUSTER TAB
      • 6.6.1. General
      • 6.6.2. Displaying Clusters
      • 6.6.3. Creating a New Cluster
      • 6.6.4. Modifying an Existing Cluster
      • 6.6.5. Deleting a Cluster
      • 6.6.6. Cluster Properties
    • 6.7. EVENTS LOG (USER EVENTS)
    • 6.8. ADMINISTRATION SECTION
      • 6.8.1. User Properties Screen
        • 6.8.1.1. General
        • 6.8.1.2. Adding a New User
        • 6.8.1.3. General Information on a New User
        • 6.8.1.4. Login Name of a New User - Fail
        • 6.8.1.5. Entering More Information on a New User
      • 6.8.2. Sys Commands Tab
      • 6.8.3. Registration
      • 6.8.4. Password Policy
      • 6.8.5. Database Archiving
    • 6.9. UI TEXT LOCALIZATION
      • 6.9.1. UI Text Localization
      • 6.9.2. Driver Interface Messages Translation
      • 6.9.3. Export/Import Translation
    • 6.10. HELP
    • 6.11. EXIT
  • 7 FLEET MANAGEMENT
    • 7.1. GENERAL
    • 7.2. FHO START SCREEN
    • 7.3. NAVIGATING THROUGH THE FLEET HEAD OFFICE
    • 7.4. FLEET MANAGEMENT – OVERVIEW
      • 7.4.1. Concept
      • 7.4.2. Devices Definition
      • 7.4.3. Workflow
    • 7.5. DEFINING VEHICLE MODELS
      • 7.5.1. General
      • 7.5.2. Vehicle Models Screen
      • 7.5.3. Defining a New Model
      • 7.5.4. Modifying a Model Properties
      • 7.5.5. Deleting a Model
    • 7.6. DEFINING RULES
      • 7.6.1. Creating a New Rule
        • 7.6.1.1. Cluster Rule
        • 7.6.1.2. Time Range Rule
        • 7.6.1.3. Limits Rule
        • 7.6.1.4. Visits Rule
        • 7.6.1.5. Fuel Rule
        • 7.6.1.6. Dry Products Rule
      • 7.6.2. Rule Properties
      • 7.6.3. Deleting a Rule
    • 7.7. CREATING GROUP RULES
      • 7.7.1. Creating a New Group Rule
      • 7.7.2. Group Rules Properties
      • 7.7.3. Deleting a Group Rule
    • 7.8. MANAGING FLEETS
      • 7.8.1. General
      • 7.8.2. Creating a New Fleet
      • 7.8.3. New Fleet – General Tab
      • 7.8.4. New Fleet – Information Tab
      • 7.8.5. New Fleet – Account Tab
      • 7.8.6. New Fleet – Validation Tab
      • 7.8.7. Fleet Functional Buttons
        • 7.8.7.1. Changing a Fleet's Status (Active/Block)
        • 7.8.7.2. Fleet Properties
        • 7.8.7.3. Deleting a Fleet
        • 7.8.7.4. Finding a Fleet
        • 7.8.7.5. History of a Fleet
      • 7.8.8. Saving a Fleet Definition
    • 7.9. DEPARTMENTS
      • 7.9.1. General
        • 7.9.1.1. Displaying the Departments List Dialog Box
      • 7.9.2. Adding a New Department
      • 7.9.3. New Department –General Tab
      • 7.9.4. New Department – Information Tab
      • 7.9.5. New Department – Validation Tab
      • 7.9.6. Department Functional Buttons
        • 7.9.6.1. Changing a Department's Status (Active/Block)
        • 7.9.6.2. Department Properties
        • 7.9.6.3. Deleting a Department
        • 7.9.6.4. Finding a Department
    • 7.10. MANAGING DEVICES (VEHICLES)
      • 7.10.1. Creating a New Device
        • 7.10.1.1. New Device – General Tab
        • 7.10.1.2. New Device – Information Tab
        • 7.10.1.3. New Employee Device – Information Tab
        • 7.10.1.4. New Device – Validation Tab
        • 7.10.1.5. New Device – Format Tab
        • 7.10.1.6. New Device – Two Stage Tab
      • 7.10.2. Device Properties
      • 7.10.3. Deleting a Device
      • 7.10.4. Changing a Device's Status
      • 7.10.5. Importing Device Data
      • 7.10.6. Exporting Devices Data
      • 7.10.7. Printing Devices Report
      • 7.10.8. Clearing the Device Filters
      • 7.10.9. Gasboy Magnetic Cards Format
  • 8 FHO REPORTS
    • 8.1. GENERAL
    • 8.2. FILTERS
      • 8.2.1. Set Time Range
      • 8.2.2. Fleet Filter
      • 8.2.3. Department Filter
      • 8.2.4. Vehicle Filter (Authorization Mean)
    • 8.3. PRINTING A REPORT
    • 8.4. SAVING A REPORT
    • 8.5. FHO ADMINISTRATOR REPORTS
      • 8.5.1. Summary Report
      • 8.5.2. Custom Report
        • 8.5.2.1. Custom Report Window Elements
        • 8.5.2.2. Report Header
        • 8.5.2.3. Rows in Reports
        • 8.5.2.4. Report Criteria
        • 8.5.2.5. Multi Select
        • 8.5.2.6. Template Options
        • 8.5.2.7. Report Structure Options
        • 8.5.2.8. Functional Buttons
        • 8.5.2.9. Custom Report Production Example
      • 8.5.3. Fleet Reports
        • 8.5.3.1. Driver List Report
        • 8.5.3.2. Vehicle List Report
        • 8.5.3.3. Department List Report
        • 8.5.3.4. Department Usage Report
        • 8.5.3.5. Vehicle Usage Report
        • 8.5.3.6. Obligo Report
        • 8.5.3.7. Payment Reject Report
      • 8.5.4. Modify Transactions
        • 8.5.4.1. Override Transaction
        • 8.5.4.2. Import Transaction
        • 8.5.4.3. Setting the Import Process
        • 8.5.4.4. Add New Transaction
      • 8.5.5. Export Screen
        • 8.5.5.1. Defining Templates
        • 8.5.5.2. Setting Export Range
        • 8.5.5.3. Scheduling Automatic Exports
        • 8.5.5.4. Executing Manual Exports
      • 8.5.6. DP Export
        • 8.5.6.1. Defining Templates
        • 8.5.6.2. Scheduling Automatic Exports
        • 8.5.6.3. Executing Manual Exports
    • 8.6. FHO FLEET MANAGER REPORTS
      • 8.6.1. Summary Reports
        • 8.6.1.1. Summary Report
        • 8.6.1.2. Summary - Department
        • 8.6.1.3. Summary- Volume
      • 8.6.2. Vehicle Reports
        • 8.6.2.1. Transactions Report
        • 8.6.2.2. Consumption Report
        • 8.6.2.3. OBD Data Report
        • 8.6.2.4. OBD Data Functional Buttons
      • 8.6.3. Exception Reports
        • 8.6.3.1. Exception Volume Report
        • 8.6.3.2. Mileage Exception Report
        • 8.6.3.3. Consumption Exception Report
        • 8.6.3.4. Not Used Exception Report
        • 8.6.3.5. OBD Exception Report
      • 8.6.4. Custom Reports
      • 8.6.5. Fleet Reports
      • 8.6.5.1. Fleet Manager Obligo Report
      • 8.6.6. Modify Transactions
      • 8.6.7. DP Export
  • 9 FUEL MANAGEMENT SOFTWARE APPLICATION
    • 9.1. GENERAL
    • 9.2. FMS APPLICATION START SCREEN FOR TYPICAL USER
    • 9.3. NAVIGATING THROUGH THE FMS APPLICATION
    • 9.4. FUEL INVENTORY AND STATUS GRID FIELDS
      • 9.4.1. Alarms Indication Field
      • 9.4.2. Fuel Inventory Field
      • 9.4.3. Status Grid Options
    • 9.5. ALARMS GRID
  • 10 FMS ORDERS AND DELIVERIES
    • 10.1. GENERAL
    • 10.2. ORDERS SCREEN
    • 10.3. PREPARING NEW ORDERS
    • 10.4. DELIVERY
      • 10.4.1. Delivery Detailed Data Screen
    • 10.5. DELIVERIES SCREEN
      • 10.5.1. Adding a New Delivery
      • 10.5.2. Modifying a Delivery
      • 10.5.3. Deleting a Delivery
  • 11 STATION DATA
    • 11.1. GENERAL
    • 11.2. TANKS TAB
      • 11.2.1. Tank Status Screen Elements
        • 11.2.1.1. Tanks Gauge
        • 11.2.1.2. Tank Head On-Line Data
        • 11.2.1.3. Tank Indicator
        • 11.2.1.4. Fuel Tank Transactions History Log
    • 11.3. STATION INVENTORY
    • 11.4. PRICE UPDATE
      • 11.4.1. Price History
    • 11.5. MANUAL STATIONS DATA ENTRY
  • 12 FMS REPORTS
    • 12.1. GENERAL
    • 12.2. SUMMARY
      • 12.2.1. Sales Reports
        • 12.2.1.1. Sales by Tank Report
        • 12.2.1.2. Sales by Fleet Report
        • 12.2.1.3. Sales by Pump Report
        • 12.2.1.4. Sales by Product Report
        • 12.2.1.5. Fuel Sales Trends Graph
        • 12.2.1.6. Fuel Volume Forecast Report
        • 12.2.1.7. Sales Summary by Sites and Fuel Type Report
      • 12.2.2. Stock Data Reports
        • 12.2.2.1. Total Wet Stock Report
        • 12.2.2.2. Tanks by Sites
        • 12.2.2.3. Tanks Trends Graph
        • 12.2.2.4. Daily Inventory by Fuel Type Report
      • 12.2.3. Reconciliation Reports
        • 12.2.3.1. Shift Report
        • 12.2.3.2. Environment Report
        • 12.2.3.3. Tank Reconciliation Trends
        • 12.2.3.4. Tank Reconciliation Report
        • 12.2.3.5. Order Vs. Deliveries Report
        • 12.2.3.6. Vapor Recovery Throughput Reporting Form
        • 12.2.3.7. Delivery Report
        • 12.2.3.8. Manual Totalizers vs. Transactions Report
        • 12.2.3.9. 10 Days Inventory Reconciliation Report
      • 12.2.4. Maintenance Reports
        • 12.2.4.1. Event Log Report
        • 12.2.4.2. Alarm Duration Reports
        • 12.2.4.3. Audit Trail Report
        • 12.2.4.4. Bypass Status Report
    • 12.3. CUSTOM REPORTS
    • 12.4. CUSTOM REPORTS
    • 12.5. MODIFY TRANSACTIONS
  • 13 EVENT VIEWER AND ALARMS
    • 13.1. GENERAL
    • 13.2. EVENT VIEWER
      • 13.2.1. List of Events
    • 13.3. ALARMS
      • 13.3.1. List of Alarms
  • 14 GLOSSARY
    • 14.1. SITEOMAT GLOSSARY
    • 14.2. COMMUNICATION GLOSSARY
  • APPENDIX A GENERAL GUIDE FOR WEB CLIENT USER
    • A.1. PRINTING GRAPHIC REPORTS
    • A.2 ACCESSING FROM WEB
      • A.2.1. Pop ups Blockers
      • A.2.3. Avoiding Certificate Errors
      • A.3 Removing Full URL Display
  • APPENDIX B IMPORT DEVICES FILE FORMAT
    • B.1. INTRODUCTION
    • B.2. GENERAL
    • B.3. FILE FIELDS
    • B.4. FHO CAPABILITIES
    • B.5. MODEL FILE
    • B.6. RULE FILE
    • B.7. GROUP RULE FILE
    • B.8. FLEET FILE
    • B.9. DEPARTMENT FILE
    • B.10. MEANS FILE (DEVICE)
    • B.11. IMPORT RESPONSE FILE
      • B.11.1. Import Process Errors
  • APPENDIX C WP REGISTRATION AND SETUP
    • C.1. GENERAL
    • C.2. WP TUNNEL INSTALLATION
    • C.3. ESTABLISHING WP - HO COMMUNICATION
  • APPENDIX D WEX & VOYAGER FLEET CARD FORMAT SUPPORT
    • D.1. GENERAL
    • D.2. SETUP
    • D.3. REFUELING SCENARIOS
      • D.3.1. Wex Fleet Cards
      • D.3.2. Voyager Fleet Cards
  • APPENDIX E OBTAINING AN SSL CERTIFICATE
    • E.1. GENERAL
    • E.2. REGISTERING A DOMAIN NAME
    • E.3. GENERATING A CERTIFICATE SIGNING REQUEST
    • E.4. PURCHASING AN SSL CERTIFICATE
    • E.5. INSTALLING THE CERTIFICATE