Document Outline

• MDE-5079 Gasboy® Fleet PLUS Installation and Implementation Guide to Passport Authorization Server (PAS)
  • Table of Contents
  • 1 – Introduction
    • Purpose
    • Fleet Head Office (FHO)/Server/PC Hardware and Software Requirements
      • PC Configuration
        • Minimum PC Hardware Configuration
        • Medium PC Hardware Configuration
        • Server Hardware Configuration
        • VMware®
        • HASP Key
        • Anywhere USB
        • SQL Connections
        • Networking
    • Related Documents
    • Abbreviations and Acronyms
  • 2 – Important Safety Information
  • 3 – Installing FHO Software
    • Server Database
    • Medium PC Database
    • Before You Begin
    • SQL Express Installation
      • 1 Start the installation by double-clicking the local copy of the Setup-Head Office executable installation file that you downloaded from the FTP site (see Figure 3-1). Welcome screen appears (see Figure 3-2 on page 3-4).
      • 2 Click Next (see Figure 3-2). The License Agreement screen appears (see Figure 3-3).
      • 3 Select the I accept the terms of the License Agreement check box and click Next (see Figure 3-3 on page 3-4). The Platform Support Library Welcome screen appears (see Figure 3-4).
      • 4 Click Next. The HASP driver installation message appears (see Figure 3-5).
      • 5 Ensure that the provided HASP key is NOT plugged in, as required for installing the device driver and then click OK (see Figure 3-5 on page 3-5). The installation process begins. The HASP insertion message appears (see Figure 3-6).
      • 6 Plug the provided HASP into a free USB port and then click Retry. If you are using a Digi Anywhere USB device, it must be plugged into the mapped port (see Figure 3-6).
      • 7 Click Yes, if the FHO database is to be installed on the computer using SQL Express. The screen shown in Figure 3-8 appears. Click No, if you want to install the databases using an already purchased version of SQL. If you select No, go to step 14 o...
      • 8 Click Yes to proceed with SQL Server 2005 Express Edition installation.
      • 9 Wait until the process completes (see Figure 3-9). After the installation is complete, a successful installation notification message appears (see Figure 3-10).
      • 10 Click OK (see Figure 3-10). The choose install location screen appears (see Figure 3-11 on page 3-8).
      • 11 Click Next to install the files in the default folder (C:\Orpak), or click Browse to select another destination drive and then click Next (see Figure 3-11). Select installation mode screen appears (see Figure 3-12).
      • 12 Select the Express install radio button and click Next (see Figure 3-12).
      • 13 Click OK (see Figure 3-14) and then click Close to exit the wizard.
    • Installing FHO Using Full SQL Versions 2005 or 2008
      • 14 Select Custom install and click Next. The installation mode screen appears (see Figure 3-16 on page 3-11).
      • 15 To activate the fields on the screen, select the Custom Install check box.
      • 16 Select the type of installation, Full Local installation is selected by default. Click Next to continue. The HASP insertion message appears (see Figure 3-17).
      • 17 Plug the provided HASP into a free USB port and then click Retry. The Configure Database Parameters screen appears (see Figure 3-18 on page 3-12).
      • 18 Select the SQL Instance, enter User, Password, then click Next. The Choose Components screen appears (see Figure 3-19) allowing selection of the components to be installed.
      • 19 Unless otherwise specified leave as it is and click Install (see Figure 3-19).
      • 20 Click OK and then click Close to exit the Wizard (see Figure 3-21).
  • 4 – Converting Local Account Card File
    • Card/User Data
    • Card File Conversion Essentials
      • Standard Gasboy Club Card Format
      • CFN Commands
      • Prompt Information
        • Examples
    • Assembling Your Card Data
      • New Card Number
        • Expiration Date
        • Limit and Authorization Fields
        • Price Code
        • Check Digit
    • Creating Rules
      • 1 Run a PR LIM command, which will give you your limits.
      • 2 Run a PR AU command, which will give you your fuel authorization.
      • 3 In the FHO, click New on the rules tab (Main Screen > Fleet Management > Rules).
      • 4 Select either Limit or Fuel Rule.
      • Creating Limit Rule
      • Creating Fuel Rule
      • Creating Group Rules
        • 1 Click New on the Group Rules Screen [see Figure 4-14 (Main Screen > Fleet Management > Group Rules)].
        • 2 Enter the Name and Description of the Group Rule (see Figure 4-15).
        • 3 Click the Detail tab and select the rules to be applied (see Figure 4-16). In this example, select $50 rule, and diesel and unleaded only rule.
        • 4 After clicking OK, the new rule is ready to apply to devices.
      • Adding Fleet
        • 1 To add a Fleet, go to the Fleets tab and click New [see Figure 4-17 (Main Screen > Fleet Management > Fleets)].
        • 2 Name the fleet and assign a Fleet code of 1 (see Figure 4-18), then click OK.
      • Creating Price List
        • 1 Click Setup and click the Products tab, then click Price Lists (see Figure 4-19).
        • 2 Name the price list and then click New in the top section of the page.
        • 3 Select the price list (see Figure 4-21).
      • Creating Devices
        • 1 Click New [see Figure 4-22 (Main Screen > Fleet Management > Devices)].
        • 2 Select Handheld Device and whether the device belongs to a driver or vehicle (see Figure 4-23).
        • 3 Select the Information tab. Input the Vehicle name and number. Select the department’s fleet, department, and group rule (restriction). Select a price list (if any) for the device (see Figure 4-24).
        • 4 Select the validation tab and select to require the input of a PIN, odometer or engine hours (see Figure 4-25).
        • 5 Select the Format tab. Enter the device’s card number, and select the Hardware Type (see Figure 4-26).
      • Dual Card Setup
        • 1 The Name and Vehicle Number (employee number or card number) should be populated in the Vehicle Number field (see Figure 4-29).
        • 2 The card number is entered, and the Two Stage tab is not accessible for a Driver. After Clicking OK to save a device, you may associate this device with a Vehicle.
        • 3 Click New to create a new device (see Figure 4-32).
        • 4 Select Hand held device and Vehicle in the General tab (see Figure 4-33).
        • 5 Name the vehicle and input the vehicle number. If desired, populate a group rule that governs the amount and/or type of fuel the customer can get.
        • 6 Check Odometer or Engine Hours and/or prompting for vehicle ID, if desired.
        • 7 Input the card number and click OK to save the device.
        • 8 Reopen the vehicle record and click the Two Stage tab.
        • 9 On the Two Stage tab, select the “This means requires driver ID for authorization” check box.
        • 10 Click OK to save.
  • 5 – Performing Device Import (Cards, Keys, Tags, or Manual Entries)
    • Required Information
    • Performing Device Import (Example)
      • 1 Create your Fleets, Department, Rules, and Group Rules as necessary in the FHO software using the supplied menus in Fleet Management.
      • 2 Create one device setup exactly as you want it to be for Vehicle Number, Rules, and Card/Key/Code numbers.
      • 3 Once this device is created and saved, from the Device Tab, select Export, and save the data to a file on your computer (see Figure 5-2).
      • 4 After saving the file, open it with Excel (see Figure 5-3).
      • 5 Find the line with the exported device you just created, then find the header line above that. Select and delete all the cells above that header record. The file looks similar to Figure 5-4.
      • 6 Edit the file and put your data from the existing Gasboy system.
      • 7 Manually enter the new data into this sheet or if you have other data in an Excel file (see Figure 5-9 on page 5-6).
      • 8 Take the data from this sheet and make some changes to it using tables and formula’s to prepare it for entering back into the FHO by placing it back into our EXPORTED file (see Figure 5-9).
      • 9 Create a column that combines the SYS_ID and the KEY number to enter back into our IMPORT file. To do this use a function named “CONCATENATE” followed by the two cells we want to add together.
      • 10 Paste the new data into the IMPORT file.
      • 11 Copy and paste the data for the Name Field in the Export file, from the Vehicle Number field of the original Gasboy data (see Figure 5-13).
      • 12 Make a group rule from the Limit and Auth fields using the LOOKUP function of Excel. See example from the Gasboy Data sheet.
      • 13 Repeat the same process for the Auth-type Column, refer to step 10 to 11 on page 5-7.
      • 14 Using the CONCATENATE function again, put the two new Rule columns back together and add a space between them. You will see that you have a rule named “10 gal Unleaded”.
      • 15 Once this is all completed, return to your Original EXPORT file, and copy the respective fields into it for the Card number, Group Rule, and Plate (Vehicle Number).
      • 16 Go to the FHO software and select Import from the Devices tab.
      • 17 You will be presented with a dialog box allowing you to select the file which you want to IMPORT.
      • 18 Click Browse to navigate to your file and then press OK.
      • 19 If you receive this error message during the IMPORT it indicates that there is an issue in the file you are IMPORTING, and you will be presented with an option to open or save the ERROR log/report.
      • 20 Select Open to see detailed information on what the error was specific to the line number in the file, and specific problem.
      • 21 In this example, there is an issue with the data in the Rule_Name field on Line Number 2. A closer look shows that there is no such Group rule in the system, because the Rule should have been “10 gal Diesel”, not “10 GALLON GAS”. Research ...
      • 22 If no ERROR message appears, then open the ERROR log report to see how many records imported.
      • 23 Often one may find that a few records are rejected from the import routine for a variety of reasons (often that the syntax of a rule is slightly misspelled). You may find what made the record unacceptable in the import error log that opens followi...
    • Rule File
      • Limit Rule File Fields
      • Visit Rule File Fields
      • Fuel Rule File Fields
      • Cluster Rule File Fields
    • Group Rule File
    • Means (Device) File
  • 6 – Approximating Gasboy RAWTRANS.dat File or CFN Series RAWTRANS
    • Setting up Standard RAWTRANS
      • 1 Select Reports, the Export tab, and New.
      • 2 Name the Report Template and create the template by using the Add, Remove, Move Up, and Move Down options. Enter the following information in the respective columns:
      • 3 Add items from the left column to the right column to approximate the contents of the RAWTRANS file.
      • 4 Select None for the delimiters and decimals, and save the document. The export will likely be formatted as text, depending on what format your processor needs to use. After creating the preferred export format, ensure that it is saved.
      • 5 After saving the template, click Automatic at the bottom of the screen.
      • 6 Select the template, the storage type, the regularity you want the report to run, and when you want it to run (for example: 2 am), the destination (UNC Path for network drives), and then click Save.
  • 7 – Connecting to Stations (Sites)
    • Before You Begin
    • Connecting to Site
      • 1 Login using administrative login credentials and click Setup (see Figure 7-1).
      • 2 Enter the required site information and click Save (see Figure 7-2).
      • 3 Click the Products tab and confirm that all the fuel types are loaded (see Figure 7-3).
      • 4 Login using administrative login credentials and click Stations (see Figure 7-4).
      • 5 Click New (see Figure 7-5).
      • 6 Select the correct type [for example, Passport or SiteOmat (see Figure 7-6)].
      • 7 Enter the Station Number (must match the information in the PAS or Orpak Controller Unit (OrCU) that the technician installed at the site), Station Name, IP address, user name for the HOCOMM user (HOCOMM), and the password (123456).
      • 8 Update the Frequency (generally 1 minute for only a few sites, 5 minutes for more than 15 sites) and the Outage Tolerance (most will set it for at least one week and some for one month).
      • 9 Check the Synchronize station clock with Head Office box and click Connect (see Figure 7-6).
  • 8 – Troubleshooting
    • Failure to Run/Install FHO Program
      • 1 Select the System DSN tab.
      • 2 Select HO_DATA and click Configure.
      • 3 If the user manages a small fleet using SQL Express software, ensure that the definition in the Server box is .\SQLEXPRESS.
      • 4 Click Next and follow the instructions until the connection can be tested.
      • 5 Repeat the same procedure for HO_LANG and HO_META_DATA.
      • 6 If the Head Office does not start, ensure that all the four Orpak services are running.
      • 7 If the install does not complete, ensure that the installer is being run with administrative permission.
      • 8 If the Head Office does not run, ensure that all the four Orpak services are being run as by an administrative user.
    • Connection Issues to PAS
    • Installation Files
  • Appendix A: PAS Versus SiteOmat Installations
  • Appendix B: Cenex Local Cards
    • Cenex Local Card Format
  • Glossary
    • A
    • C
    • E
    • F
    • G
    • H
    • K
    • L
    • M
    • N
    • P
    • R
    • S
    • T
  • Index