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Balcrank Fusion 3110-027 Service Bulletin

Master keypad, dispense keypad, dispense keypad w/internal printer
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Model 3110-027
Model 3110-028
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3110-027
Thoroughly read and understand this manual before
installing, operating or servicing this equipment.
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3110-028
INSTALLATION AND CONFIGURATION GUIDE
SERVICE BULLETIN SB3092
fusion 2.4 - DCS
Dispense Keypad w/internal printer
8
3110-029
Rev C 9/17
®
Master Keypad
Dispense Keypad

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Summary of Contents for Balcrank Fusion 3110-027

  • Page 1 SERVICE BULLETIN SB3092 Rev C 9/17 ® fusion 2.4 - DCS Model 3110-027 Master Keypad ������������������������������������������������������������������������������ Model 3110-028 Dispense Keypad �������������������������������������������������������������������������� Model 3110-029 Dispense Keypad w/internal printer �������������������������������������������� 3110-027 3110-028 3110-029 Thoroughly read and understand this manual before installing, operating or servicing this equipment. INSTALLATION AND CONFIGURATION GUIDE...

  • Page 2: Table Of Contents

    CONTENTS INTRODUCTION � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 3 System Overview �...

  • Page 3: Introduction

    INITIALIZE SYSTEM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Test Comm Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Initialize All Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Initialize Changes Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51...

  • Page 4: System Overview

    System Overview...

  • Page 5: System Composition And Dataflow

    System Composition and Dataflow The main data streams: 1. The FMS software stores the configuration data in its database. 2. By using the Initialize System menu of the FMS software the configuration data is sent to the Master Keypad via the serial interface and finally via radio to all Dispense Keypads� 3. The FMS records all dispenses in the database.

  • Page 6: Specifications

    Specifications Power Requirements 120V AC 50/60 Hz RF Communications 2-way, 2.4…2.5 GHz Direct Sequence Spread Spectrum RF Network Self-healing Mesh Network Operating Temperature 14…140° F (–10…60° C) Certification • Contains FCC ID: S4GEM35XB • Contains IC: 8735A-EM35XB • FCC CERTIFIED, PART 15, SUB-PART C • CE0681 EC-R&TTE Certified This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) this device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired opera- tion� WARNING To satisfy FCC RF exposure requirements for mobile transmitting devices, a separation distance of 20 cm or more should be main- tained between the antenna of this device and persons during operation. To ensure compliance, operations at closer distances than this are not recommended� NOTE It is highly recommended to use surge suppressors for AC power connections on all keypads�...

  • Page 7: Installation/Mounting

    Keypad Installation • Mount the keypad upright with the antenna pointing upward, near a 120V AC electrical outlet. • Mount the keypad to a structurally sound wall through the two holes on the top of the keypad case and one hole on the bottom of the keypad. • Height on the wall should be 5 feet to 6 feet. • Avoid direct, significant, heat sources. • Do not mount the keypad on or behind any steel objects (tool storage cabinets, metal walls, metal beams or metal chain link fences) that may interfere with or block the RF communication signals. 7-5/8” Mounting Dimensions for Keypad (Holes on Keypad are Threaded for M6 x 1 Screw) 7-3/8” 3-13/16” Figure 1: Keypad Installation...

  • Page 8: Keypad Description

    Keypad Description Function Signal Name - PC functions as DTE (Data Terminal Equipment) Received Data Carries data from DCE to DTE - Keypad functions as DCE (Data Communications Equipment) Transmitted Data Carries data from DTE to DCE - PC to Keypad connection is made using standard 9-pin male to 9-pin female serial port cable Common Ground ---- Keypad Keys The Scroll key selects options on the active display� The Home key returns the display to the default screen. The Backspace key deletes one character to the left of the cursor each time it is pressed. The Enter key completes the current action then displays the next screen. The Space key adds a blank space to the right of the data just entered. The Alphanumeric keys enter numbers and alpha characters (letters). • To enter a number, press and release a key. • To enter a letter, press and hold the key until the letter you want displays, then release the key�...

  • Page 9: Operation Modes

    Operation Modes The configuration of the system is generally done by using the PC-based FMS Software. Only some special functions like the operation modes are set at the Master Keypad. RF System with PC Operation Mode In this mode the PC is used to configure the system entities and install the network. The PC will be used to enter work orders for processing and provide the queuing for future processing. When an operator processes a work order the PC will validate the work order number and provide the fluid and amount to be dispensed. The results of the dispense will then be stored on the PC. Standalone Mode Work orders will not be validated; each entered work order will be accepted by the system. Data will be stored in the Master Keypad’s memory. This mode still requires a PC with the FMS software installed for initial setup. IMPORTANT The PC must be equipped with a physi- cal 9-Pin Serial Interface, a USB to Serial Convertor will not work NOTE Each meter can only be associated with one Dispense Keypad�...

  • Page 10: Master Keypad

    Master Keypad The Master Keypad acts as the communications director for the RF communications. It handles all communi- cations between the Dispense Keypads and the PC. There are no operator menus associated with the Master Keypad—only supervisor menus for setting up the system or creating reports. The remainder of this document shows only the actual display, not the entire keypad. To gain access to the supervisor menus, the supervisor PIN has to be entered. The default PIN is 0001 at initial power-up� System Version The standard screen shows the system date and software 16aug2012 08:35 version number. The display will alternate between the stan- dard screen and the Enter Pin Number screen� The Enter V3.00 Pin Number screen is used to access the supervisor menus� NOTE: An “N” displayed in the lower left-hand corner of 16aug2012 08:35 the system version screen indicates a Radio Network error�...

  • Page 11: Configuration (Cnf) Menu

    CONFIGURATION (CNF) MENU The CNF menu is used to set the system’s operation modes Select and archiving methods� INI CNF MET REP If you see the message “Order List Not Empty,” you have to Order List clear the transactions in the Master Keypad (CNF Menu)� Not Empty Use the Scroll key to move the cursor to either YES or NO Clear Transacts and press Enter�...
  • Page 12 Work Order Validation WO validation is used to define if a work order shall be validated by the system before processing it. Host Validation (Host Operation Mode) This mode is not used and should always be set to NO� 1� Use the Scroll key to move the cursor to NO� WO Valid. HOST 2� Press Enter� YES / NO PC Validation (PC Operation Mode) In this mode the work order number will be sent to the PC (FMS Software). Only after validation from the PC will the order number is accepted. 1� Use the Scroll key to move the cursor to either YES or NO� WO Valid.

  • Page 13: Test Communication (Dk) Menu

    Test Communication (DK) Menu The DK menu is used to check the communication between Select all keypads� INI CNF DK REP Use the Scroll key to move the cursor to either YES or NO Test All DKs and press Enter� YES / NO Three Dispense Keypads are set up in the following example. Each “–” (dash) stands for a Dispense Keypad. Press Enter to begin the test. Start DKpd Test Press Enter NOTE: N=Network Error, T=Timeout Results 1-16...

  • Page 14: Radio (Rad) Menu

    RADIO (RAD) MENU The RAD menu screens are: • Address (ADR) – toggles the display between the Radio Address and the Radio Prefix screens. • Network (NWK) – allows you to select the Radio Network. • Power (PWR) – displays the radio’s transmit (Tx) output power. • Status (STA) – displays the Radio Network Status. • Change Channel (CHA) – allows you to select a different RF channel. 1� Use the Scroll key to move the cursor to the Select RAD selection� RAD ..2� Press Enter to display the RAD screen� 3� Use the Scroll key to move the cursor to the information Select you want to display�...
  • Page 15 Radio Power 1� Use the Scroll key to move the cursor to PWR� Select 2� Press Enter to display the Radio Power Level screen� ADR NWK PWR STA 3� Press Enter to return to the selection screen� RADIO PWR LEVEL 20 dBm Radio Status The Radio Status options are:...
  • Page 16 Master Keypad Menu Overview Clear Transacts Select Report -> Select Enter Time Test All DKs ADR NWK PWR STA INI CNF COM Print WO Select Report-> Select Enter Date USR PRO HOS CHA ��� ��� Confirm Clear Select Report -> SLA DAT ��� Test ALL DKs System Reset Confirm Reset...

  • Page 17: Dispense Keypad

    Dispense Keypad The Dispense Keypads are responsible for the communication with the RF meters. The user starts a work order from the keypad. After the dispense operation has been completed the keypad will receive the actual amount dispensed from the meter. The Dispense Keypad then sends the dispense results to the Master Keypad� The system can handle up to 36 Dispense Keypads. Up to 24 meters can be assigned to each keypad but each meter can only be assigned to one Dispense Keypad. System Version The standard screen shows the system software version number. The display will alternate between the standard screen and the Enter Pin Number screen. The Enter Pin V3.00 2.4 GHz Number screen is used to access the supervisor menus. NOTE: An “N” displayed in the lower left-hand corner of the system version screen indicates a Radio Network error� See “Radio Status” on page 23 to check the source of the error. V3.00 2.4 GHz NOTE: An “M” displayed in the lower left-hand corner of the system version screen indicates that the Dispense Keypad has joined an RF network, but cannot currently contact the V3.00 2.4 GHz Master Keypad for WO authorization.

  • Page 18: Configuration (Cnf) Menu

    Configuration (CNF) Menu The CNF menu is used to set the system’s operation modes Select and archiving methods� CNF MET REP 190 System Reset Resets the system parameters to the original factory settings. Mileage Type Defines the unit for the Free Alphanumeric field (Defined in Global Keypad Settings) Top Off Timer Specifies the amount of time, how long user can make additional dispenses. Is the time allowed after a dis- pense is completed before the meter will automatically lockout and send the dispense results back. (Defined in Global Keypad Setting) Internal Printer Enables the internal ticket printer. (Defined in Global Keypad Settings) External Printer Enables the external report printer port. (Defined in Global Keypad Settings) Barcode Scanner This menu will define the external Printer port as a Barcode Reader Port (RS232), if the External Printer is enabled the Barcode Scanner menu will disappear. Select YES to enable the Barcode Scanner� Barcode Scanner YES / NO OFF Data can be entered with Keypad & Barcode Scanner Scanner Lock PIN PIN has to entered by Barcode Scanner...
  • Page 19 Barcode Scanner 1� Use the Scroll key to move the cursor to either YES or NO� Barcode Scanner 2� Press Enter to accept the setting and advance to the next screen. YES / NO • If you select YES, the display advances to the Scanner Lock screen� • If you select NO, the display advances to the Buzzer screen� Hardware Requirements The barcode scanner must support an RS-232 output interface for use in the RF FMS. The barcode scanner serial output must support standard RS-232 levels of ±3V DC to ±12V DC. Logic level or TTL output signals are not supported by the RF FMS. The barcode scanner is connected to the RF FMS Dispense Keypad via the external printer RS-232 port with DSUB9 connector on the bottom of the CCS Keypad. The RS-232 port on the CCS Keypad is configured for a Device Circuit-Terminating Equipment (DCE) pin out configuration. A null modem adapter is required for barcode scanners that are also terminated with a DCE pin out configura- tion. The required RS-232 port settings for the barcode scanner input are as follows: Baud Rate 9600 Baud Data Bits 8 Bits...
  • Page 20 Pin Number Prefix Code When PIN or ALL is selected for the Scanner Lock, you can choose an additional prefix character. The prefix character will not be displayed and cannot be entered on the keypad. 1� Use the Scroll key to move the cursor to either YES or NO� PIN Encoded 2� Press Enter to move to Encode Prefix screen� YES / NO 3� Press the Scroll key until the desired prefix displays. Available char- Encode Prefix # acters are: # $ % & ‘ ( ) * + , - Space / : ; < = > ? @ [ ] ^ ` { | } ! # 4�...

  • Page 21: Delete Prepared Wos (Met) Menu

    Delete Prepared WOs (MET) Menu Work orders that have been entered at a keypad are stored until they are picked up by the appropriate meter (by pressing RESET at the meter). Meanwhile, the meter is locked for other dispenses. The MET menu is used to delete prepared work orders and Select release the meter for new work orders. CNF MET REP 190 1� Use the Scroll key to move the cursor to either YES or NO� Init All Hoses 2�...

  • Page 22: 190 (Internal Ticket Printer) Menu

    190 (Internal Ticket Printer) Menu Use this menu to print the configuration and status reports from the internal printer FT 190 (model 3120-029 only)� NOTE: To use this feature, you must the have the keypad with Select the optional internal ticket printer installed (model 3110-029) and select Internal Printer option in the CNF menu. CNF MET REP 190 The 190 menu is used to print reports from an internal printer. Use the Scroll key to move the cursor to the report you want to Select Report->...

  • Page 23: Radio (Rad) Menu

    Radio (RAD) Menu The RAD menu screens are: • Address (ADR) – toggles the display between the Radio Address and the Radio Prefix screens. • Network (NWK) – allows you to select the Radio Network. • Power (PWR) – displays the radio’s transmit (Tx) output power. • Status (STA) – displays the Radio Network Status. • Network Connect (CON) – connects the keypad to a new Master Keypad network. 1� Use the Scroll key to move the cursor to REP� Select INI CNF MET REP 2� Press Scroll two more times to move the cursor to the RAD Select selection� 3�...

  • Page 24: Network Connect (Con) Menu

    Radio Power 1� Use the Scroll key to move the cursor to PWR� Select 2� Press Enter to display the Radio Power Level screen� ADR NWK PWR STA 3� Press Enter to return to the selection screen� RADIO PWR LEVEL 20 dBm Radio Status The Radio Status options are:...

  • Page 25: System Override (Sys) Menu

    System Override (SYS) Menu The System Override Menu is used to override verification of the Select Master Keypad� LNK RAD SYS ... 1� Use the Scroll key to move the cursor to YES� System Override 2� Press Enter� YES / NO The screen verifies that System Override is On� System Override NOTE If multiple fusion systems are used within the same facility, each system must be in its own network. In this situation, do not use network 0, (use network 1, 2, 3...etc). If one of the system com- ponents (keypad) is set back to factory default (network 0), this will create interference and erratic operation on the components (keypads and control handles) that are already using network 0�...

  • Page 26: Dispense Keypad Menu Overview

    Dispense Keypad Menu Overview Enter PIN No. Enter WO No. Enter Hose Quantity Enter For ---- ----------------- ---- Dispense Fluid Supervisor 0001 Product Name System Reset Init All Hoses Select Start Link Test Select SystemOverride Select Report-> YES / NO YES / NO INI CNF MET WO Press Enter...

  • Page 27: Dispense Process

    Dispense Process Overview Starting a Work Order 1. Enter your PIN number and press Enter� Enter Pin No. - - - - To start a work order, the mechanics or users must enter their PIN to access the system. 2. Enter an alphanumeric number (max. 16 characters) and press Enter WO No. Enter� - - - - In the operation modes WO Validation HOST or WO Validation PC (see “Work Order Validation” on page 13) the entered WO number will be compared with the numbers set in the system, which are defined in Global Keypad Settings� Alphanumeric Keypad To change from the numeric to the letter keypad, press the equivalent key for at least 3 seconds until the desired letter is shown� Additional Free Fields These optional fields are only shown if they have been enabled (defined in Global Keypad Settings).
  • Page 28 3� Enter alphanumeric characters and press Enter� Free Alphanumeric Can be used, for example, for the licence plate number. - - - - 4. Enter a numeric number (max. 16 characters) and Free Numeric press Enter� Can be used, for example, for the actual mileage. - - - - Meter Selection Enter a preset meter (hose) ID for the product.

  • Page 29: Fusion Rf Meter

    Fusion 2.4 RF METER The meter is equipped with RF communications to communicate dispense authorization and result information. Once a work order has been set up, the operator simply pulls the trigger and the authorized amount of fluid for that meter will dispense. The valve will automatically shut off when the full quantity has been dispensed. A Top Off feature allows additional quantities to be dispensed and tracked after the valve closes. Upon completion of the dispense effort, the valve locks, prohibiting any unauthorized dispense. Key Description The following keys (except for RESET and SHUT-OFF) are only active in the AUTO mode (or Manual mode). 10, 1, 0.1 Used to enter the dispense quantity to be used. In operational mode it shows the five latest dispensed amounts� TOTAL Used to display the accumulated total of fluid dispensed, as well as the resettable total when held for 3 seconds. AUTO Used to enter and exit the auto mode when RF communications are not available. RESET • Used to accept a dispense order from the keypad� • Used in normal operating mode (RF, manual or auto) to clear the previously programmed batch and to reset the meter� • Used to reset the resettable total dis pensed while pressing the TOTAL button.

  • Page 30: Rf Mode (Standard Pre-Selection Mode)

    RF Mode (Standard Pre-Selection Mode) Work Order Validation via the Dispense Keypad When the batteries are installed in the meter, the meter will automatically enter the RF mode. The trigger is in a 0.00 locked-out position and no oil can be dispensed until a dispense order is received by the meter. Dispensed Qty RF COM Batch Size 1� Press the RESET button on the meter to enable it to receive a dispense order provided by the Dispense Keypad� The trigger will unlock� 2. Pull the trigger to begin the dispensing of fluid then release the trigger. The valve will automatically lock in place, even though the trigger will fall back to the closed position (DO NOT CONTINUE TO HOLD THE TRIG- GER). The flow will automatically shut off when the programmed amount has been dispensed. 3. To top off, pull the trigger to dispense fluid and release when the desired amount has been reached.

  • Page 31: Changing The Battery

    Changing the Battery When the batteries need changing, a progression of warnings appears on the meter screen. First Warning 0.00 The Low Battery icon appears in the lower left corner of the display. That means the batteries are low and need to be changed when the icon appears. Second Warning The Battery icon flashes. The battery power is too low and meter functions are disabled. The battery compartment is located in the lower case on the backside of the trigger guard. 1. Position the unit face down. 2. Unscrew the two screws. Remove the battery door to expose the batteries. 3. Replace the old batteries with 4 AA alkaline batteries. NOTE: Battery polarity markings are inside battery compartment. 4. Dispose of used batteries properly, according to local regulations. NOTE: Changing the batteries does not affect any of the pro- grammed values or totals� Programming the Fusion 2.4 RF Control Handle The units of measurement and scale factor can be changed. For instructions, see Service Bulletin 3088, (Fusion 2.4 RF Control Handle). IMPORTANT NOTE The PC must be equipped with a physi- Maximum of 24 meters per dispense keypad cal 9-Pin Serial Interface, a USB to Serial Convertor will not work...

  • Page 32: Installing And Launching The Fms Software

    INSTALLING AND LAUNCHING THE FMS SOFTWARE The system configuration is done by using this FMS Software. Only some special functions like the operation modes are set at the Master Keypad� The software provides the ability to set work orders, and assign a product and a quantity to it. All dispense results will be collected and saved in a work order list (W.O. Report). Several filters are available to select the desired information. The result can be exported to a comma-separated value (CSV) file format. System Requirements Windows® 7, 8, 8.1, 10, Server 2012 or higher, 64 and 32 bit compatible • 9-Pin RS-232 serial interface (COM) port FMS Software Description Before beginning the installation, please be sure your Windows user profile has the appropriate rights to install the software properly (particularly Windows XP). Insert the setup CD ROM into your CD ROM drive� If the Installer does not launch itself after a short period, open it manually by double clicking on your CD Drive in your My Computer folder. Select the AutoMenu file. The installer menu will appear: The installer menu provides several options: • Server – installs the server and all server components. This will be the location where all the data is stored and where the client...

  • Page 33: Installing The Fms Server

    Installing the FMS Server 1� Select Install Server� If the .NET 4.0 Framework or SQL server 2008 express is already installed, they will be skipped. If the Net 4.0 Framework is not installed, the installer will appear. 2� Click Accept� If the SQL server 2008 express is not installed, the installer will appear. 3� Click Accept� The Framework and/or SQL server installation will take several minutes. The screens appear in the following order:...
  • Page 34 After the prerequisites are installed, the FMS Server Setup Wizard appears: 1� Click Next� 1. Select the installation folder you want the Server installed to.The default folder is HIGHLY recommended� 2� Under Install FMS Server for yourself, or for anyone who uses this computer, select Everyone. 3� Click Next� 3� Click Next to confirm the installation.
  • Page 35 1� Click Next� 1. Select the installation folder you want the Server installed to.The default folder is HIGHLY recommended� 2� Under Install FMS Server for yourself, or for anyone who uses this computer, select Everyone. 3� Click Next� IMPORTANT After FMS Server installation, you MUST reboot the computer.

  • Page 36: Installing The Fms Client

    Installing the FMS Client 1� Select Install Client� The .NET 4.0 Framework installer will appear here if the Client is being installed on a machine without it. The Client will also install the SQL Compact Edition� 2� Click Accept� After the prerequisites are installed, the FMS Client Setup Wizard screen appears: 1� Click Next�...
  • Page 37 2. Select the installation folder you want the Client installed to. The default folder is HIGHLY recommended� 3. Click Next. 4� Click Next to confirm the installation. When the installation is complete, a screen similar to this one displays� 5. Click Close to exit the installer.

  • Page 38: Launching The Fms Software

    Launching the FMS Software IMPORTANT After Client or Server installation, you MUST reboot the computer before you can launch the software. To launch the software, click on the FMS Client icon on your desktop Before you can begin, you first need to tell the Client application the IP address where the server resides. 1. Enter the IP address of the FMS server. For the Client installed on the server, the IP address should be 127.0.0.1. For the Client not installed on the server, enter the IP address or host name assigned to the server� The IP addresses of the last successful connections are saved in the drop down menu� 2�...

  • Page 39: Using The Fms Software

    USING THE FMS SOFTWARE Setting Up New Users To add a new user: 1� Click New� The screen displays the New User window� 2. Enter a user name, new PIN (cannot duplicate any cur- rently used pin number) and assign a role. PINs are four numeric digits and must be unique for each user� To set up a user with multiple roles, create a user and pin number for each role. 3� Click Save� New User Roles The choices for role selection are System Admin, Supervisor, Parts Dept, and Dispense. These choices will allow the user to do the following: System Admin Make changes to all levels of the software, from the PC only. Make changes at the keypad only. This user may not be created, deleted or deactivated, only the PIN and name can Supervisor be changed.

  • Page 40: Setting Up Tanks And Fluids

    Setting Up Tanks and Fluids To set up tanks and fluids, click Tanks & Fluids� NOTE: Add Tank, Edit and Delete buttons are disabled when there are pending work orders. Using the software, you can track and monitor tank levels based off work orders. To track this, you first need to add a tank and its corresponding fluid. Creating a New Fluid You must create the fluids before tanks can be created. To create a fluid: 1� Click Add Fluid� 2. Enter the Fluid Name. 3. Adjust the ID if needed. 4� Click Save to save changes and close the Add Fluids window, or click Close to close the window without saving the changes� Fluids must be assigned to a valid tank before they can be used in work orders.
  • Page 41 Adding a Tank Automatically displays the next available sequential ID number. You can Tank ID also select available tank IDs from the drop-down menu. Sets the units of measurement that you use to track the tank level. The Units choices are US Gallons, Liters, Pints and Quarts. Fluid Sets the type of fluid in the tank. Select fluids from the drop-down menu. Sets the total amount of fluid that may be stored in that tank. Enter a Capacity numeric value that corresponds to the capacity of the tank (the value is in the units you previously identified). Level Sets the current level of fluid in the tank. Sets the fluid level at which you would like a warning message emailed to a particular person� A warning message appears on any running client screen when a completed work order brings the tank level down to, or Warning Level below, the warning level setpoint. To use this feature, click the check box and enter either a nominal value or percentage (the other value with self-propagate after you enter the first value)� Brings up a screen to specify email settings for the warning message. When the tank reaches the specified Warning Level, this email is sent to the email recipient. Multiple recipients can be defined. Enter a semicolon ( Auto Email ; ) between each email address.
  • Page 42 Tanks and Fluid Delivery After the tank and fluid(s) are set up, the software displays a graphical represen- tation of the tank level, including: • The Tank ID • The fluid type and ID • The fluid level in units and percentage To change the information, click Edit. Change the appropriate settings, then click Save� To track when fluid is added to the tank, click on Fluid Delivery or double click the tank� You can edit the amount of fluid added and the units in which it was added (gal- lons, liters, pints, and quarts). After entering the information, click Save to save your changes� You will be asked to verify your changes. When the verification screen appears, click OK� Edit a Tank To edit a tank, select the tank and click Edit. Then make changes following the steps listed in “Setting Up Tanks and Fluids” on page 40 Delete a Tank To delete a tank, select the tank you would like to delete and click Delete� The hoses that are attached to that tank change the Tank ID to 0 in the net- work tree�...

  • Page 43: Setting Up Keypads And Hoses

    Edit a Fluid Use this feature to edit names and ID numbers of fluids or to delete a fluid. This feature is used with the host settings to match fluid IDs to the Host Pro- tocol Configuration product IDs. To edit a fluid: 1� Click Edit Fluid. The window below opens. 2. Select the fluid you would like to edit, then click Edit. The window below opens. a. To delete a fluid, select the fluid you would like to delete, then click Delete� 3. Update the Fluid Name and ID. 4� Click Save to save changes, or Close to exit without saving. 5. Click Close to exit the Edit Fluids window and return to the Tanks screen. Setting Up Keypads and Hoses Adding keypads and hoses builds out your entire system and sends work orders to the appropriate stations. Click Keypads & Hoses to display the screen below. The screen shows the current system tree set up.
  • Page 44 Global Keypad Settings Make sure your Global Keypad Settings are configured correctly. To change the Global Keypad Settings: 1� Click the Settings� Dispense Keypad Distance Units Specifies the units (miles or kilometers) of odometer readings for each WO. Numeric Requests that mileage be tracked. Requests that the car registration number be tracked. This enables the system users to enter the car registration number in Alpha Numeric the Pending WO and save it to the Completed WO� Display Timeout Sets the amount of time (in seconds) a PIN will be able to sit idle before timing out and forcing the user to log back in. Sets the time that the user is allowed to keep the meter open after the allotted amount of fluid has been dispensed (in sec- Top off Timer onds)� The amount of time in increments of 10 ms to display the entered parameter on the screen after the barcode scanner input is Barcode Timeout entered. A value of 100 will equal 1000 ms or 1s of display time. This timeout is only used when the barcode scanner feature is selected on the keypad�...
  • Page 45 Adding a Master Zone 1. From the Keypad and Hoses screen, click New Master Zone� 2. Select the Master Zone ID from the drop-down menu. The options are 1…8. 3. Select the serial port that the master is plugged into from the COM Port from the drop-down menu� 4� Click Save to save changes, or Close to exit and discard the changes. Edit a Master Zone 1� Select the Master Zone you would like to edit in the Keypads and Hoses screen� 2� Click Edit� 3. In the Edit Master Zone screen, select the new Master Zone ID and COM Port from the drop-down menus. 4� Click Save to save changes, or Close to exit and discard the changes. IMPORTANT BEFORE entering any keypad or hose addresses, ensure the appropriate firmware...
  • Page 46 Adding Hoses After adding a keypad, you can add hoses associated with it. You can also enter hoses not associated with any keypad. You can drag and drop hoses to a keypad or between keypads in the system tree. To add hoses: 1� Click New Hose� 2� Enter the hose ID� NOTE: Do NOT change the Prefix! 3. Enter the hose Address. This is found on the label on the meter. 4. Enter the Tank the fluid will be dispensed from. 5. Enter the dispenser Units of measure of the meter. 6. Enter the dispense keypad the hose is attached to. To leave the hose unassigned, select the empty entry in the drop down list. The hose must be assigned before it can be used. 7� Click Save� The new hose will appear on the Keypad and Hoses system tree under the assigned keypad, and the New Hose screen will reset for another new hose� 8. Once all hoses have been added, click Close� NOTE: If a hose is added without an assigned dispense keypad, it appears under Unattached Hoses. Hoses not assigned to a dispense keypad do not appear on the Initialization screen�...

  • Page 47: System Settings

    System Settings To change system settings, click System Settings on the left-hand side. Location Location is set as a factory default and cannot be changed by the user. Select the firmware version your master and Dispense Keypad is using. Version 1x can support 99 meters, version 2x Firmware Version and version 3x for 2.4 GHz radios can support up to 250 meters. Auto Log Off Sets how long (in minutes) the PC user will be able to sit idle before timing out and forcing the user to log back in. Email Completed WO Emails Work Orders upon completion. See “Email Settings” on page 48 to change settings. Print Completed WO Prints Work Orders upon completion� Allow Users to Delete Wos Allows dispense users to delete work orders� Allow Users Fluid Delivery Allows dispense users to enter a fluid delivery. Use Host Settings Enables host settings (Not Used / Do not check).
  • Page 48 Functions Options Log Viewer Use the Log Viewer to display system activity logs based on the parameters you choose. 1. From the System Settings screen, click Log Viewer� 2. Check the boxes next to the options you want to display. The options are: • Server • Client • Date Range 3� Click Submit� 4� Click Export to save the file. Printer Settings 1. From the System Settings screen, click Printer Settings� 2� Click Select Printer and chose a printer� 3� Click Page Setup to set up paper formatting information. 4. Enter text that you want to appear on the printout into the Work Order Mes- sage box.
  • Page 49 Email Settings To configure the software to send an email on the completion of a work order or when the fluid level of a tank has reached its warning level, enter the SMTP settings for your email server. Contact your local system administrator for information on your email server. 1. From the System Settings screen, click Email Settings� 2. Enter the SMTP Server, Port, User Name and Password. a. To send emails over SSL, click the checkbox. The email server must be configured to use the SSL function. Contact your local system administra- tor for information. 3. Enter the email address of the recipient. 4. Enter your email address in the From line. 5. Enter the subject in the Subject line. 6. Enter the work order message you would like to have in the email in the WO Message line� 7� Click Save to save your settings� Save to File Options The FMS Software lets you set up and save pending work orders, completed work orders, and everything in the database. To use this option, click on the corresponding buttons under Save to File. Browse to the destination folder or file, and click OK� It is highly recommended that you save your system configuration using the Save to File function. View Host File When the Use Host Settings feature is enabled (Not Used in Fusion 2.4)

  • Page 50: Initialize System

    INITIALIZE SYSTEM Test Comm Option The Test Comm option checks that the serial cable is connected to the Master Keypad and the correct communication port has been selected. 1. To test the serial communication between the Master Keypad and PC, click Test Comm� 2. Upon completion, a Test Passed screen displays. After the system is configured you will need to initialize the system before using. The first time you click the Initialize System option, you will see this screen: All items highlighted are color-coded to indicate their initiation status. To view the meaning of the colors and symbols, click View Key. The key opens in a new window�...

  • Page 51: Initialize All Option

    Initialize All 1� Click Initialize All to initialize all parts of the system. Use this option for the first initialization. You are reminded that information currently saved on the keypads will be erased. 2� Click OK to continue, or Cancel to exit the window and return to the previous screen. The initialization process may take several minutes. 3. During initialization, a status bar for each Master Zone advances showing the initialization progress, and the highlighted items change colors in the tree indicating the status of the initialization. 4. Upon completion, a Request Completed screen displays. After the system is initialized once, any new changes made to the system configuration need to be initialized before the system can be used. Changes cannot be made to the system if there are pending work orders. Initialize Changes Click Initialize Changes to initialize only the changes made since the last initialization� Any items highlighted in red after the initial- ization process is completed did not initial- ize properly�...

  • Page 52: Parts Department User Menu

    PARTS DEPARTMENT USER MENU The parts department user can enter work orders, view work order reports and enter a fluid delivery, if enabled. Upon login, the screen to the left displays: Creating a Pending Work Order To enter a new work order: 1� Click Work Orders� The Work Order window appears� 2. Enter a work order number in the Work Order ID field. 3. Enter a Quantity and type of Fluid to be dispensed in the respective fields. The fluid must be assigned to a valid tank. 4� Click Save. The screen resets for a new work order entry. An invalid work order message appears if the order is not valid. 5. Click Close� NOTE: A zero quantity can be entered and the dispense user can select the quantity at the keypad� Work Orders are stored on the PC until requested by a dispense user. To delete a work order, select the work order you wish to delete, then click Delete�...

  • Page 53: Work Order Reports

    Work Order Reports To see if a work order has been completed by another user, click W.O. REPORTS. If no work orders have been completed, the screen to the left displays� The default view shows all work orders that have been completed on that day. If there are no records for today’s date, a no records found message displays. The columns across the top show: • The work order ID number assigned • The date and time the fluid was dispensed • The quantity of fluid actually dispensed • The quantity that was preset on the work order • The user that dispensed the fluid • The type of fluid dispensed • The hose the fluid was dispensed from • The status of the hardware used during the dispense • If the work order has been reviewed All columns are resizeable and sortable. The column that the report is sorted by will display a triangle. A triangle pointing up shows the records in ascending order, and a triangle pointing down shows the records in descending order. The bar across the bottom of the screen displays RECORDS. The total displayed is the total number of records in that report.
  • Page 54 Locating a Work Order To locate a specific work order, you may search by user, work order ID, hose ID, fluid type and date range. The user, work ID, hose ID, fluid type and date range search options are drop down menu boxes that list unique values in the database. The work order ID box also allows you to type in an ID. If you are using the date range in your search, you must enable the start date, the end date, or both by clicking Enable. The default date range is today’s date. To change the date, click the appropriate date in the drop down menu. Neither date may be in the future, and if you are using both date options, the start date must be before the end date. After choosing your search criteria from the drop down menus, click New Search� The screen will display all results that match your search criteria� If no records are found that match your criteria, a no records found message displays To clear the search criteria, click Reset. Clicking Reset only clears the search criteria, it does not clear the report. Reviewing a Work Order To mark a work order as reviewed, check the box below Reviewed and press Enter. Changing the Unit of Measure At the bottom of the screen, there are total fluid numbers and records counts. This will sum the total volume of fluid that has been dispensed for the records currently appearing on the search in the units specified. You may change the unit that the fluid is summed in by selecting the drop-down menu next to Unit and choosing from Liters, Gallons, Pints and Quarts. The total that is displayed will change to match the unit measurement. Each additional work order will be added to the total, and the volume will be converted to the specified unit measurement. Deleting Old Work Orders To delete old work orders: 1�...

  • Page 55: Tanks And Fluids

    Exporting Work Orders to a CSV File To export the data in the current report to a semicolon-separated value (CSV) file: 1� Click Export� 2. Select the folder/location that you would like to save the file to and click OK� 3. When the Request Completed screen displays, click OK to return to the Work Order Reports screen� Print a Report To print the displayed report, click Print. The widths of the columns will be printed as they appear on the screen and the report will be printed with the same headers. The report will not print if the printer is not configured. Microsoft XPS document writer is not recommended� Tanks and Fluids Viewing Tank Status To view the status of tanks in your system: 1�...

  • Page 56: Troubleshooting

    TROUBLESHOOTING Dispense Keypad Error Messages These error messages can be displayed by the Dispense Keypad. The associated action to reset the system is listed below. Message Messages at the Dispense Keypad The selected meter currently has a dispense order in waiting to be processed, complete the active order. Press Hose active hit hose reset RESET� WO refused The entered work order number is not valid and has been refused by host or FMS software. Master is down The master does not respond to a request from the Dispense Keypad PC is down The FMS software (KPS) is not responding to the Master Keypad. Only if WO validation PC is activated. HOST is down The HOST (DMS) is not responding to the Master Keypad. Only if “WO Validation HOST” is activated. Press RESET. Host or PC is occupied Master keypad is occupied by another job. Press RESET. Wrong hose for fluid The meter selected is not a valid meter for the fluid assigned for this WO.

  • Page 57: Worksheets

    WORKSHEETS Tank / Fluid Tank ID Unit Fluid Capacity Level Maximum: 16 Tanks Tank volume format: 00000.000 Keypads Keypad ID Address xx . xx . xx . xx Maximum: 36 Dispense Keypads RF-Keypad address is an 8-digit number.
  • Page 58 Meters / Hoses Hose/Meter ID Address x . xxx . xxx . xxx Tank Unit Keypad Maximum: 250 Meters/Hose Meter/ Hose address is a 10-digit number.
  • Page 59 Users User ID Name Role The user field is alphanumeric with a maximum of 16 characters. The user PIN ID is a 4-digit number. Number of Users Allowed: • Supervisor – 1 • Dispense Users – 249 • Parts Department – 250 • Admin – 100...
  • Page 60 For Warranty Information Visit: www.balcrank.com Balcrank Corporation Revision Log: ® Weaverville, NC 28787 800-747-5300 Rev� A - New release 800-763-0840 Fax Rev. B - Added important note to pages 41, 44, www.balcrank.com & 45 regarding firmware versions Rev. C - Updated to reflect new software (v4.x) SERVICE BULLETIN SB 3092 Revision C 9/17...

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Fusion 3110-028Fusion 3110-029

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