Gasboy SiteOmat Users Manual Bedienungsanleitung

'MDE-4818ESiteOmat In-House Station Controller USER’S MANUALThis manual supports released version 6.4.45This document is based on Orpak’s SiteOma

TABLE OF CONTENTS Paragraph Page A-1. ACCESSING FROM WEB ...

Document number Identification number of the delivery document Vehicle code Fuel truck code Figure 6-9. Wet Delivery Detailed Data Screen Based on

Figure 6-10. Inventory Screen To add a new reading, click New. The Wet Inventory screen appears (see Figure 6-11) There is an optional connection

2. Select the reading source, utilizing the radio buttons: Manual or TLG 3. If the TLG option is selected, click on the Read TLG button. The Wet Inv

Figure 6-12. Reconciliation Screen 6-6. TRANSACTION RECONCILIATION TAB The Transaction reconciliation screen (see Figure 6-13) is used for manual

Figure 6-13. Transaction Reconciliation Window To manually add a transaction, proceed as follows: 1. Enter the Transaction Date, utilizing the dat

The Manual Totalizers vs. Transactions report can be found in FMS Reconcialiation Reports section. NOTE For further information on this report, please

The screen consists of a grid which includes the following fields: Pump Number, Nozzle Number, Product, Time of reading and Manual Totalizer. A row pe

00 7 PRODUCING REPORTS 7-1. GENERAL This section provides instructions for generating reports using the SiteOmat application. The SiteOmat applic

7-2. CUSTOM REPORTS The Custom reports screen (see Figure 7-1) enables the user to generate reports of the transactions performed in the gas station

LIST OF ILLUSTRATIONS Figure Page Figure 1-1 – Islander PLUS in Home Base Station - General Configuration Diagram ... 13 Figure 1-2

TIP Use the report header to identify the nature of each report, for distinguishing between produced reports. 7-2.2. Rows in Reports The Rows in Page

Table 7-1. Custom Report Fields No. Field Name Description Criterion Type 6 Vehicle Number The license plate number or vehicle ID of the fueled veh

Table 7-1. Custom Report Fields No. Field Name Description Criterion Type 22 Density Fuel density at a certain temperature. N/A 23 Temperature Tem

Figure 7-2. Multi Select Box 7-2.5. Template Options The Template options enable saving specific report parameters (header, criteria, structure),

a. Clear Order Fields:Clears all Order text boxes in the Custom report b. To File: Saves the Report into a text file c. Preview: Displays the Cus

page. The page number is displayed at the bottom of each page. If a break is selected it adds a summary line In the example above, the break creates a

• Selecting a template from the drop-down and then clicking Modify to change its properties The last two options open the Reports-Export Transactions

NOTE Do not select a comma as a decimal point notation, if commas were selected as field delimiters. 6. (Optional) Select the Print column name check

Figure 7-7. Station List Dialog Box 8. Click Save to save the settings To remove a field from the report, click on the row in the right hand side

Table 7-2. Export Fields Field Name Description Department Address 1 First line of department physical address Department Address 2 First line of de

LIST OF ILLUSTRATIONS Figure Page Figure 5-12. Group Rule Properties – Detail Tab ...

Table 7-2. Export Fields Field Name Description Payment Type –Code Code of the pay mode used in the transaction Payment Type Means of payment used i

Table 7-2. Export Fields Field Name Description Transaction Timer 2-3 Currently not in use Transaction Type - Code Identification code of the type o

Table 7-3. Export Field Formats Format Name Description Empty/Default Default field format Float (%f) Decimal floating point numbers Float 0-pad (%0

7-3.2. Setting Export Range The range options are: a. Date range: Sets a specific time range. Use the From and To date and time menus b. All trans

4. If exporting to an FTP: a. Enter the FTP Host (Address) b. Enter FTP access User and Password c. (Optional) After setting the above parameters,

0 0 8 EVENTS 8-1. GENERAL This section describes the event viewer feature of the SiteOmat application, which enables viewing system warnings and lo

Figure 8-1. Event Viewer 8-3. LOG VIEWER The Log Viewer tab on the Events Viewer screen provides two types of information: • A list of all the

Figure 8-2. History Login Logs Viewer Figure 8-3. History Reports Logs Viewer SiteOmat User’s Manual– MDE 4818 123

8-4. ALARMS SCREEN The user has the option to view all alarms, open alarms, filter alarms by type, by device, by date or according to a specific urge

• Select Unacknowledged Alarm to display a summary of currently active alarms – any alarm that is not ended or ended and was not acknowledged is list

LIST OF ILLUSTRATIONS Figure Page Figure 6-3. Price History Window ...

9 REFUELING SCENARIOS FOR DRIVER 9-1. GENERAL This section describes the refueling scenarios and devices supported by the new SiteOmat6 In- House s

2 stage authorization: driver tag + vehicle tag x v v v 2 stage authorization: driver tag + vehicle tag with PIN/odometer/engine hours/vehicle plate

• Foreign key (relevant for fueling process starting not only with Fuel Ring) If during a fueling process, the SiteOmat recognizes different devices

Please present Vehicle tag If the first tag is a Vehicle tag: Please present Driver tag 9-2.2.4. OrTR (Orpak tag reader) Scenario This OrTR has

In two stages scenario after authorization the first tag/card system displays a message according to the first tag/card. Fueling authorization is pr

If the driver selects a wrong number, an error message is displayed for five seconds and reverts to the "Select Pump No." message: Wrong Pum

Display presents XXXX for the PIN digits. 9-2.2.7. Active Keys & Devices for Pump Number Entry The following table (see Table 9-3), summarize

0 10 GLOSSARY 10-1. SITEOMAT GLOSSARY ADMIN Administrator BOS Back Office system BSP Board Support Package ComVerter LAN/232/485/422/C.L./Tokheim

Fuel Truck Controller Orpak Tanker Controller OrTR Orpak Outdoor Tag Reader PIN Personal Identification Number POS Point Of Sale PPL Price Per Liter

Roaming A function that allows one to travel with a mobile end system (wireless LAN mobile station, for example) through the territory of a domain (an

LIST OF TABLES Table Page Table 2-1. Common Terms ...

APPENDIX A – GENERAL GUIDE FOR WEB CLIENT USER A-1. ACCESSING FROM WEB A-1.1. Pop ups Blockers If a popup blocker is enabled, the following message a

Figure A-3. Certificate Error: Navigation Blocked Screen To avoid this message, proceed as follows (in each browser from which the SiteOmat is to b

Figure A-5. Untrusted Certificate Pop-up The following dialog opens (see Figure A-6): Figure A-6. Certificate Dialog Box 4. Click Install certific

Figure A-7. Certificate Import Wizard Screen 6. Select the second radio button: Place all certificates in the following store (see Figure A-8) Figu

Figure A-9 Select Certificate Store box 8. Select Trusted Root Certification Authorities 9. Click OK 10. Click Next on the Wizard screen (see Figu

13. A Successful import message appears (see Figure A-13). Click OK Figure A-11. Completing the Certificate Import Wizard screen Figure A-12. Securi

Figure A-14. Warn About Certificate Address Mismatch Option The procedure is completed. There will be no security certificate error on any future oc

Figure A-16. Internet Security Properties 4. Select Local Intranet as the zone 5. Click Sites. The Local Intranet screen appears (see Figure A-17

Figure A-18. Local Intranet Dialog Box 7. The SiteOmat URL appears in the https display; click Add 8. Close the Internet Explorer window and reop

1 GENERAL DESCRIPTION 1-1. INTRODUCTION This manual describes the web-based software application of the SiteOmat In House Station Controller, which

1-2. SITEOMAT 1-2.1. Overview Island Controllers are innovative products that enable refueling in Home Base Fueling Stations for fleets' autho

Figure 1-1 – Islander PLUS in Home Base Station - General Configuration Diagram SiteOmat User’s Manual– MDE 4818 13

1-2.3. Internal Communication Alternatives OrCU can communicate with the other modules in the Island Controller system over: a. TCP/IP Ethernet ov

OrCU includes the following communication ports: • LAN 1 / LAN 2 for TCP/IP over Ethernet • RS-232 ( DB9-female ) for serial communication • The

SAFETY CONSIDERATIONS Read all warning notes and instructions carefully. They are included to help you installing the Product safely in the highly fl

1-4. SYSTEM WORKFLOW – EXAMPLES 1-4.1. General This section provides examples of different operational workflow, refueling, scenarios for self-ser

1-5. MANUAL STRUCTURE This manual comprises of the following sections: Section 1: General Description This section provides a general description of

This appendix provides instructions to enhance the connection from a web client to the SiteOmat application. 1-6. USING THIS MANUAL This manual inclu

1-7. REFERENCES For additional and complementary information regarding Gasboy’s home base solution, please refer to the following manuals: • SiteOma

0 2 COMMON FUNCTIONAL PRINCIPLES 2-1. GENERAL This section explains generic principles, which the user must be familiar with for proper operation

Table 2-1. Common Terms No. Name Appearance (Typical) Description 4. Grid A database consisting of columns (fields) and rows (records). Grids ar

Figure 2-1. Selecting a Row in a Grid 2-3.2. Sorting a Grid Sorting a grid is done simply by clicking on a column header. The records are consequ

3 GETTING STARTED 3-1. GENERAL This section provides initial instructions needed for the user to start using the SiteOmat, namely launching the ap

Once a link is established, the SiteOmat login window is displayed. The system grants access to authenticated users only. It sets its clearance level

3-4. NAVIGATING THROUGH THE SITEOMAT After successful login, the opening screen (see Figure 3-3) appears. When entering the program for the first ti

CAUTION Do not attempt to make any repair on the printed circuit boards residing in the Product, as this will void all warranties related to this equi

Status Enables real-time monitoring of the gas station fuel pumps. This part is detailed in Section 4 – Monitoring Station Status Reports A report g

Figure 3-3. SiteOmat Opening Screen SiteOmat User’s Manual– MDE 4818 27

4 MONITORING STATION STATUS 4-1. GENERAL This section provides instructions for monitoring the gas station in real-time using the SiteOmat applicat

4-3. PUMP STATUS The application presents the data received from each of the fuel pumps in the station, as seen in Figure 4-2. The station-monitorin

b. Pump Head On-Line Data × 8 for each group (total of 32) c. Fueling Transactions History Log 4-3.1.1. Pump Heads Gauge The four Pump Heads Gauge

The Pump Head On-Line Data is displayed in five text boxes and two indicators. The fueling process is viewed in real-time, as if watching the displa

4-3.1.3. Fueling Transactions History Log The Fueling Transactions History Log is a grid listing all the fueling transactions that took place in the

4-4. REFUELING THROUGH SCREENS The SiteOmat Controller enables users to remotely initiate and stop refueling transactions. The start/stop refueling

Figure 4-5. Authorize Pump Dialog Box The SiteOmat requests confirmation for the given money/volume amount (see Figure 4-6 and Figure 4-7). Conf

Figure 4-8. Close All Pumps Confirmation Message SiteOmat User’s Manual– MDE 4818 35

4-5. TANK STATUS The Tank Status window (see Figure 4-9) is accessed by clicking the Status navigation button, then clicking the Tanks tab. This w

4-5.1.1. Tanks Gauge The four Tanks Gauges (see Figure 4-9) have two functions: a. Switching between the four groups of eight Tanks, by clicking o

Some of the data may not be available depending on the TLG type and probes (such as density). If the TLG reports on delivery status, a relevant indica

4-6. ORPT STATUS The application presents the display of the OrPT as seen in Figure 4-10. The OrPT status screen allows users in the back/head offic

4-7. DEVICE STATUS The application presents a summary of all the devices and their current status in the system as seen in Figure 4-11. Figure 4-1

5 LOCAL MANAGEMENT 5-1. GENERAL This section provides instructions for managing the fleets, vehicles, devices and defining them with rules and inf

SiteOmat includes lists of fleets, and each fleet has a list of vehicles with their authentication devices. A set of rules are set for each device to

2. Select the Models tab Figure 5-1. Local Management Models Main Screen NOTE The information in the figure above is for example purposes only, an

Figure 5-2. Model Properties Dialog Box NOTE The information in the figure above is for example purposes only, and does not reflect the actual info

2. Click OK & New to save the definition and define another model 3. Click OK to save changes and close the dialog box, or 4. Cancel to close

TABLE OF CONTENTS Paragraph Page 1 GENERAL DESCRIPTION 1-1. INTRODUCTION ...

5-4. DEFINING RULES The rules, defined in the Local Management section, are the means by which the vehicle refueling is limited. The SiteOmat System

Figure 5-3. Rules Main Screen 5-4.1. Creating a New Rule To create a new rule, follow the instructions below: 1. Click on the New button on the L

Figure 5-4. Rule Properties Screen 5-4.1.1. Time Range Rule The Time Range rule is meant to limit vehicle refueling to specific days and periods d

Figure 5-5. Time Range Rule Detail Tab To define the Time Range rule: 1. Select whether to allow or ban refueling in the time ranges to be defined

Figure 5-6. Rule Time Range Dialog Box 5-4.1.2. Limits Rule The Limits rule defines fuel limits per a single refuel or per day/week/month, set in

Figure 5-7. Limits Rule Detail Tab To define the Limit rule: 1. Select whether the limits to be defined refer to Money or to fuel Volume 2. In th

5-4.1.3. Visits Rule The Visits rule is meant to limit a vehicle refuel in a given period of time. For example, a vehicle may be limited to refuelin

NOTE There is no need to enter limits in all the text boxes. It depends on the kind of limit to be applied. However, verify that the limits are enter

5-4.2. Rule Properties Clicking on the Properties button in the Local Management Rules screen opens a window identical to the one described in paragr

5-5. CREATING GROUP RULES To enter the Group Rules screen (see Figure 5-10), click on the Local Management button and then select the Group Rules ta

TABLE OF CONTENTS Paragraph Page 4 MONITORING STATION STATUS 4-1. GENERAL ...

Figure 5-11. Group Rule Properties – General Tab 4. Select the Detail tab 5. In the Detail window (see Figure 5-12), select the rules to be inc

Figure 5-12. Group Rule Properties – Detail Tab 5-5.2. Group Rules Properties Clicking on the Properties button on the Group Rules screen opens a

5-6. FLEET MANAGEMENT Managing vehicle fleets is done easily from the SiteOmat application (by authorized users only), enabling users to add, remove,

Figure 5-14. Fleet Properties Dialog Box – General Tab 3. The Fleet Properties window is divided into four tabs: General, Information, Account and

NOTE A default department is automatically created for a fleet once the fleet is created. 5-6.3. New Fleet – Information Tab Select the Information

c. Current balance: the actual balance on the fleet's account before the current update d. Pending Transactions: the total sum of transactions

Figure 5-17. Fleet Properties – Account Tab - Wrong Value Message 5-6.5. New Fleet – Validation Tab The validation tab is used to define the at

Figure 5-18. Fleet Properties – Validation Tab 5-6.6. Fleet Functional Buttons The Local Management Fleets screen (see Figure 5-13) includes addit

• Active status, meaning that its vehicles/departments are allowed to refuel (within the defined limits), or in • Blocked status, namely all its ve

• Limit the attributes of the displayed list (Filter) To find a fleet or filter the list: 1. Click on the Find/Filter button in the fleet grid (se

TABLE OF CONTENTS Paragraph Page 5-4.1.3. Visits Rule ...

Figure 5-21. Fleet History Dialog Box 5-6.7. Saving a Fleet Definition Once the user has entered all the attributes to a new or to an existing f

5-7.1. Displaying the Departments List Dialog Box To display the Departments dialog box (see Figure 5-23): 1. Verify that the fleet has been crea

Figure 5-24. Department Properties Dialog Box – General Tab 1. Fill in the following information in the applicable fields: a. Name: a name identi

Utilize the Use price list drop-down list to associate the department to a previously defined discount list (see paragraph 6-2.3). Figure 5-25. De

g. Import: Imports data on departments to the SiteOmat database. This feature enables users to fill in the new department attributes from a similar,

5-7.6.4. Finding a Department Users can either: • Look for (Find) a department or • Limit the attributes of the displayed list (Filter) To find

5-8. DEVICES MANAGEMENT The SiteOmat Station Controller keeps a list of the devices, for which automatic fueling is allowed (if their status is Activ

5-8.1. Creating a New Device To add a new authorizer device, perform the following instructions: 1. Click on the New button on the Devices screen 2.

c. Driver: Used for the two-stage authorization process. The driver receives an authorization device and is allowed to refuel only if using both auth

e. Group rule: Connects the device to a group of rules. See paragraph 5-5 f. Chassis number: Vehicle chassis number g. Make: Vehicle manufacturer

TABLE OF CONTENTS Paragraph Page 5-8.1.2. New Device – Information Tab ...

5-8.1.2.1. New Employee Device – Information Tab In cases where a new Employee (Authorizer) device is being defined, enter the following data in the

5-8.1.3. New Device – Validation Tab The validation tab is used to define the attributes allowing fueling of the vehicle when checking in the OrPT (O

For each station or fleet a proxy device need to be defined in order to assist the drivers in performing such transactions. The proxy device is usuall

5-8.1.4. New Device – Format Tab The Device Format window enables users to enter the device technical information (see Figure 5-33): a. Enter the C

on this format, see paragraph 5-8.9. Gasboy Key Known also as "fleet key" or "data key", used for identifying vehicle or driver.

Figure 5-33. Device Properties Screen – Format Tab 5-8.1.5. New Device – Two Stage Tab Selecting the Two Stage tab displays the Device Two Stage s

Figure 5-34. Device Properties Screen – Two Stage Tab 5-8.2. Device Properties Clicking on the Properties button on the Local Management Devices

Figure 5-35. Delete Device Approval Message Click OK 5-8.4. Changing a Device's Status A device can be either in Active status, meaning that

2. In cases where there are errors in the format of the imported file, a dialog box appears, specifying the errors. Figure 5-36. Import Device Da

NOTE See Section 7 for further information on reports. 5-8.8. Clearing the Device Filters In order to clear the previously defined filters, click on

TABLE OF CONTENTS Paragraph Page 7-2.6. Report Structure Options ...

6 WET STOCK MANAGEMENT 6-1. GENERAL The Wet Stock Management enables controlling, tracking and updating the price of a product in all pumps and noz

To update a price, proceed as follows: 1. Select a product from the list 2. Enter the new price in the Price Update field 3. To update a price imme

Figure 6-2. Setup Fuel Products Dialog Box 6-2.2. Price History The history button displays the history of price updates and changes for the differ

While refueling and after identification, the driver sees the specific price linked to the device on the dispenser (on dispensers supporting price dis

Figure 6-4. Wet Price Lists Dialog Box The dialog box contains two grids: a. The upper grid contains all price list defined. b. The lower grid di

6. Enter the amount or percentage in the Discount text box 7. Click on the Update button to apply the changes To Update an existing price list, sele

Figure 6-5. Delivery Screen To add the relevant delivery data, proceed as follows: 1. Click on the New button. The Wet Delivery dialog box appears

Figure 6-6. Wet Delivery Details Dialog Box Table 6-1. Wet Delivery Details Fields Field Description Invoice Number Number of supplier invoice fo

3. Select the tank from the adjacent drop-down list 4. Select the measurement data source, utilizing the radio buttons: a. Manual, for manual read

Figure 6-8. Wet Delivery TLG Reading Dialog Box The fields that the user should fill in this screen are (see Table 6-2): Table 6-2. Wet Delivery