Manual MetCal GettingStarted
Manual MetCal GettingStarted
Manual MetCal GettingStarted
Software
MET/CAL
MET/CAL LITE
MET/TRACK
MET/BASE
PN 3779196
August 2010 Rev.1, 10/11
© 2010-2011 Fluke Corporation. All rights reserved. Printed in USA.
Specifications are subject to change without notice.
All product names are trademarks of their respective companies.
Metrology Software
Getting Started Guide
Table of Contents
Title Page
Introduction...................................................................................................... 1
Safety Information ........................................................................................... 1
How to Access MET/SUPPORT™................................................................... 2
Telephone Support .................................................................................... 2
Mail, E-mail, and FAX Support ................................................................ 2
Before You Call Technical Support .......................................................... 3
Worldwide Support ................................................................................... 3
Web Support.............................................................................................. 3
System Requirements ...................................................................................... 4
Hardware Requirements .................................................................................. 5
File Locations .................................................................................................. 5
Legacy Applications ........................................................................................ 7
Upgrades for Fluke Metrology Software ......................................................... 7
Installation ....................................................................................................... 8
MET/BASE Server Installation and Upgrade ........................................... 10
Workstation (Client) Software Installation ............................................... 14
Network Installation for Workstations ...................................................... 18
MET/BASE Installation ............................................................................ 19
MET/CAL Installation .............................................................................. 24
MET/TRACK Installation ......................................................................... 29
DBUpdate .................................................................................................. 33
How to Start and Stop the Database Engine.............................................. 35
Licenses ........................................................................................................... 37
Crystal Reports ................................................................................................ 38
How to Get Started .......................................................................................... 38
Connect the Calibrator to the PC............................................................... 39
Add a User to the Database ....................................................................... 41
Add a Standard to the Database ................................................................ 44
Specify the Communications Settings....................................................... 47
Configure the Standard.............................................................................. 48
Change the Run Time Application to Real Mode ..................................... 50
Run a Procedure to Test Communication with the Calibrator .................. 51
Load a Procedure....................................................................................... 54
What to Do Next .............................................................................................. 54
Running a Calibration Procedure .............................................................. 54
Add Users .................................................................................................. 54
Add Company Information ....................................................................... 54
Configure the System or the Workstation ................................................. 55
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ii
List of Tables
Table Title Page
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Metrology Software
Getting Started Guide
iv
List of Figures
Figure Title Page
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vi
Introduction
Welcome to the Getting Started Guide for Version 8.0 of Fluke Metrology
Software. Fluke Metrology Software is a software distribution that bundles three
software products: MET/CAL, MET/TRACK, and MET/BASE. MET/CAL
LITE is part of the MET/CAL installation. MET/BASE is required to run
MET/CAL or MET/TRACK, since both are clients of the MET/BASE server. The
server stores calibration data that the clients create and manage. This guide
describes how to install and upgrade the various software packages. It also
includes tips and examples of how to get started.
The examples in this Guide give MET/CAL and MET/CAL LITE licensees a
quick familiarity with the software, and demonstrate typical tasks for how to set up
calibration workstations. Throughout this Guide, the term “MET/CAL” refers to
MET/CAL and MET/CAL LITE workstations where calibrations are performed.
Safety Information
Instrument calibration may require dangerous voltages to be generated or
measured by the calibration system. Both the operator and procedure writer must
be aware of possible hazards.
XW Warning
To prevent possible electrical shock, fire, or personal
injury:
• Never use a screen saver when using the Run Time or
Procedure Editor applications. Screen savers will hide
the high voltage safety symbol. The Run Time and
Editor programs control test instruments and can
cause them to output dangerous voltage levels. The
high voltage safety symbol indicates when dangerous
voltage is present.
• Use interconnect wiring and adapters rated for the
highest voltage and current levels carried.
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Telephone Support
Some free telephone support is available, but only to registered users of Fluke
software. Be sure to register your software as soon as possible so you can make
use of this service should the need arise. Within the United States, toll free
telephone support is available from 8:00 AM to 4:30 PM, Pacific Standard Time at
1-800-825-7411.
Priority support is available to any current MET/SUPPORT Gold Support
customer. A special-access line is included in the Gold program information
pamphlet. To call Fluke from anywhere in the world, call 1-425-446-5400.
Mail, E-mail, and FAX Support
Contact Fluke by mail, E-mail, and FAX.
FLUKE Corporation
PO Box 9090
Everett, WA 98206-9090
Attention: MET/SUPPORT, M/S 275G
E-mail metsupport@fluke.com
FAX 1-425-446-5992
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How to Access MET/SUPPORT™
Worldwide Support
For more information on worldwide MET/SUPPORT, please contact the Fluke
office nearest you (Table 1) or your local representative.
Table 1. Contact List
Web Support
Fluke provides a website exclusively for the Metrology Software user. This site
provides the most current phone numbers, downloadable procedures, reports,
application notes, and other pertinent information. To access this support site:
1. Enter http://support.fluke.com/register in your browser's URL address input
box.
2. Enter met-support in the "Name of the Site where you want to go:" box.
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3. Click Register.
4. Complete the registration questionnaire.
5. Approval of your registration should be complete within one or two days. You
will receive an email notice of your Web/Support user name, password and the
Web/Support site address.
System Requirements
A number of required frameworks and other software packages must be installed
on the client and server computers in order for the system to operate properly. The
MET/CAL installation media contains a copy of all the necessary prerequisite
software packages. Installation files that you download from the web, however, do
not contain all of the prerequisite software packages. In this case, you can use
Microsoft Update (http://www.update.microsoft.com) to download and install
some of the prerequisites, like the .NET frameworks, and download the other
prerequisites from the same website where you downloaded the MET/CAL
installation files. Use the manual options in Microsoft Update to specifically select
the framework for installation.
Note
The Microsoft .NET Framework is not automatically installed with
security patches.
Fluke Metrology Software runs on a variety of platforms:
• Windows® XP SP2 or later
• Windows Server 2003
• Windows Vista
• Windows 7 (32 and 64-bit)
• Windows 2008 (32 and 64-bit)
Note
Prior versions of Windows are no longer supported.
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Version 8.0
Hardware Requirements
Hardware Requirements
In addition to the operating system support mentioned above, the minimum
recommended PC requirements are:
MET/BASE Server
• 1.5 G Hz Pentium 4 processor or equivalent
• 2 GB of RAM
• 3 GB of available hard drive space on the server
MET/CAL or MET/TRACK Client
• 1 G Hz Pentium 4 processor or equivalent
• 1 GB of RAM
• 1 GB of available hard drive space
The optional General Purpose Interface Bus (GPIB) connects a PC to a
programmable instrument. Before installation, check that the optional GPIB (IEEE
488) Interface is installed. Fluke Metrology Software only supports GPIB
controllers from National Instruments.
You can download hardware drivers from the National Instruments website:
http://www.ni.com/support/.
If you plan to use or calibrate National Instruments PXI cards, the PXI chassis
must be connected to the workstation computer before the computer is powered
up. Also, any time you need to insert or remove cards from the PXI chassis, the
workstation computer that the PXI chassis is connected to must be powered down
first. For more information on this process, refer to the National Instruments
website: http://www.ni.com/pxi/.
File Locations
Table 2 is a cross-reference for file locations between program versions. As you
compare the directory structures, you will see that the Version 7.3 and later
structures are very different than the previous versions. The table includes the
default file locations. Custom installations may differ.
Note
During installation, all paths can be customized except for the path
to the metcal.ini file. As of Version 7.3, the file will always reside in
the %ProgramData% folder (see Table 2).
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%ProgramFiles%\Fluke\METBASE
Database C:\metdata C:\metbase
%ProgramData%\Fluke\METBASE
Note
In the Start Menu, “Fluke Program Data” is a shortcut to the
%ProgramData% folder for Version 7.3 and later.
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Version 8.0
Legacy Applications
Legacy Applications
There are many applications that support Fluke Metrology software that directly
refer to the metcal.ini file in the Windows directory. These programs should be
modified to use the path described in Table 2 to properly function with MET/CAL
7.3 and later. In the interim, a copy of the metcal.ini file can be maintained in the
Windows directory to allow these programs to work. In this case, the information
in the ini file located in the Windows directory is not updated based on operations
within MET/CAL and MET/TRACK. It is up to the user to copy the file from the
MET/CAL maintained location to the Windows directory if a relevant edit is
made. A shortcut to the %ProgramData% folder is provided in the Fluke
Calibration program group.
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Installation
Both stand-alone and client/server (networked) installations are supported. In a
stand-alone setup, both the MET/BASE server and the MET/CAL and
MET/TRACK clients are installed on the same PC. In a client/server installation,
MET/BASE is installed on a server PC and the MET/CAL and MET/TRACK
applications are installed on individual client PCs. Floating licenses for the clients
are stored in MET/BASE. A MET/CAL license is valid for both MET/CAL and
MET/TRACK. A MET/TRACK license is valid for MET/TRACK only.
MET/BASE, MET/CAL, and MET/TRACK are all distributed as Windows
Installer installation packages, also known as MSI files. Each MSI file has a
version suffix (major, minor, build).
The Fluke Metrology Software Installer has been updated to streamline and
simplify the installation process. This installer launches when you insert the
MET/CAL distribution media into the host PC. In order for the installer to function
properly, Windows Installer 4.5 or later must be installed on the PC. If necessary,
Windows Installer will be updated when you run the installer for the first time, and
the computer will need to be rebooted.
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Note
The active user must be logged into the PC as system administrator
in order to complete the installation process.
3. Insert the distribution media. When AutoRun is enabled on the host PC the
Fluke Metrology Software Installer will launch.
If AutoRun is not enabled, use Windows Explorer to navigate to the root
folder of the installation media. Double-click the Setup.exe file to launch the
Fluke Metrology Software Installer.
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Installation
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6. Select the appropriate option for features to install on this PC. If this is a stand-
alone system, select the Full/Custom Installation option. If this PC is the
server in a client/server (networked) system, select the Server Features Only
option, see Figure 2.
zu42.png
Figure 2. Installation Options
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Installation
7. Click Next to proceed. If you selected the Full/Custom Installation option, the
Custom Setup dialog is displayed, see Figure 3. By default, all features are
selected for installation.
zu43.png
Figure 3. Custom Installation
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Note
The active user must be logged into the PC as system administrator in
order to complete the installation process.
3. Install all of the prerequisites for MET/BASE, see System Requirements on
page 4.
4. To install MET/BASE, double-click the MSI file for MET/BASE, see Table 4.
Refer to MET/BASE Installation on page 19 for more details.
If this is a stand-alone system, proceed to install the MET/CAL and MET/TRACK
packages as indicated in the Workstation (Client) Software Installation section.
Note
For information on how to configure a client/server system to push
client application installations out to workstations, refer to the
Network Installation for Workstations section on page 18.
To install and upgrade from the distribution media:
1. Make sure that the minimum PC requirements described in this document are
met. See page 5 for information about the hardware requirements for the
MET/CAL and MET/TRACK applications before you continue.
2. For an upgrade, verify that none of the Fluke Metrology applications are
running and that the database engine is not running.
Note
The active user must be logged into the PC as system administrator
in order to complete the installation process.
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Installation
3. Insert the distribution media. When AutoRun is enabled on the host PC the
Fluke Metrology Software Installer will launch. If AutoRun is not enabled, use
Windows Explorer to navigate to the root folder of the installation media and
double-click the Setup.exe file to launch the Fluke Metrology Software
Installer.
4. If Windows Installer needs to be updated on the PC, click Install, see Figure 1.
After Windows Installer is updated, a reboot is required. After you reboot the
PC, return to step 2 above.
5. When the Welcome dialog displays, click Next to proceed.
6. Select the appropriate option for the features to install on this PC. To install
both MET/CAL and MET/TRACK on this PC, select the Client Features
Only option. To install only MET/CAL or MET/TRACK but not both, select
the Full/Custom Installation option.
7. Click Next to proceed.
If you selected the Full/Custom Installation option, the Custom Setup dialog is
displayed, see Figure 4. By default, all features are selected for installation.
8. To deselect the MET/BASE feature, click the drop-down icon to the left of the
MET/BASE item and select This feature will not be available. Then deselect
either the MET/CAL or MET/TRACK feature as appropriate for this
workstation in the same manner.
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zu29.png
Figure 4. Feature Deselection
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Installation
Note
The active user must be logged into the PC as system administrator in
order to complete the installation process.
3. Install all of the prerequisites for MET/CAL and/or MET/TRACK , see
System Requirements on page 4.
4. If needed on this workstation, double-click the MSI file for MET/CAL to
install, see Table 4. Refer to MET/CAL Installation for more details about
installation.
5. If needed on this workstation, double-click the MSI file for MET/TRACK to
install, see Table 4. Refer to MET/TRACK Installation section for more details
about installation.
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Note
The details of how to configure Active Directory GPOs to deploy
applications on workstation computers is beyond the scope of this
documentation. Refer to the Microsoft Active Directory
documentation for more information on this topic.
Once the MET/BASE server feature has been installed on the server computer, the
workstation installation packages and all necessary prerequisite installation
packages can be copied from the distribution media to a shared folder that has
appropriate permissions on the server. Then GPOs can be created in Active
Directory to deploy the appropriate installations on desired workstation computers.
See Table 4 for information on where to find the appropriate installation packages
for each client application and prerequisite on the distribution media.
Crystal Reports 2008 Crystal Reports 2008 Runtime \ISSetupPrerequisites\ Yes Yes
Runtime SP3 SP3 12.3.4.895.msi 946B2FE6-70F8-4876-A9AB-
E913C471956A}
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Version 8.0
Installation
MET/BASE Installation
To install the MET/BASE feature, make sure all prerequisites have been installed.
Then follow the general instructions below. If you do not use the installer, refer to
Table 4 for the name of the MET/BASE installation package file to launch.
Note
The active user must be logged into the PC as system administrator
in order to complete the installation process.
1. When the Welcome dialog displays (see Figure 5), click Next to proceed.
zu30.png
Figure 5. MET/BASE Setup Wizard
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zu31.jpg
Figure 6. End-User License Agreement
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Installation
zu32.png
Figure 7. Language Selection
Note
The language selection defines the database collation that is
installed.
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6. Enter the database name to use for this server, see Figure 7. The value entered
is used as the name for the Sybase 11 database service.
Note
The database name must be unique on the network. If other
MET/BASE server computers are on the same network, make sure
each one has been given a unique name.
zu33.png
Figure 8. Database Name
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Installation
8. Click the appropriate button to choose the setup type. The Custom option is
recommended for all upgrades. The choices are:
• Typical – Install the typically used installation files with the default
installation settings. There are no options to alter the file and folder paths.
The default paths defined in Table 2 are used. There is one more prompt to
begin the installation process.
• Custom – All installation folders and paths are customizable. The default
options are pre-selected.
• Complete – Install all options with the default installation settings. There
are no options to alter the file and folder paths. The default paths defined
in Table 2 are used. There is one more prompt to begin the installation
process.
9. For the Custom setup type:
a. Select the install location for the MET/BASE database. The default
database file is installed to this location.
b. Click Next to proceed.
Note
The database file cannot be installed onto a Network drive. It must be
installed on a local drive of the MET/BASE server PC. To upgrade, use
the file path selections in DBUpdate to move the file to a Network path.
For a new installation, the file must be transferred after the installation
is complete.
c. Select the path to the MET/BASE shared folder. The default procedures,
accuracy files, and other support files are installed in a directory structure
relative to the shared folder.
d. Click Next to proceed.
e. Select the location of the MET/BASE installation files. These are the DLL
files and executables that represent MET/BASE.
f. To change the location, click Browse…. A final confirmation dialog
displays before all files are transferred.
g. Click Next to proceed.
10. On the Ready to Install dialog, click Install to begin the installation process.
The MET/BASE files are installed on the PC.
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After the MET/BASE files are installed on the PC, the Installation Complete
dialog displays, see Figure 9.
11. Click Finish to complete the MET/BASE installation process.
zu34.png
Figure 9. MET/BASE Installation Complete
MET/CAL Installation
The process of an upgrade and a new installation are the same for MET/CAL.
Before you begin, ensure that MET/BASE is installed either on the PC or that the
METBASE\Shared folder in a networked instance of MET/BASE is mapped to a
logical drive on the PC. The mapped drive is required to complete the installation
process for networked installations.
The MET/CAL installation installs the MET/CAL Editor and runtime,
MET/CAL LITE, and 5000A RH/T client software. To install MET/CAL, make
sure all prerequisites have been installed.
If you do not use the installer, refer to Table 4 for the name of the MET/CAL
installation package file to launch. For networked systems, the installation
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Installation
packages can be copied from the distribution media or downloaded from the
internet to a shared folder on the server and launched from there.
Note
The active user must be logged into the PC as system administrator
in order to complete the installation process.
1. When the Welcome dialog displays (see Figure 5), click Next to proceed.
zu35.png
Figure 10. MET/CAL Setup Wizard
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Note
The language selection defines the database collation that is
installed.
6. Enter your company name. The text entered is used for the default procedure
author name.
7. Click Next to proceed.
8. For a networked installation, enter the name of the MET/BASE server. For a
custom MET/BASE installation, enter the same name that was entered for the
MET/BASE installation. Otherwise, the default database name is metbase.
9. Enter the path to the MET/BASE shared folder. For a networked installation,
this should be a locally mapped drive on the MET/BASE server PC. In a
stand-alone installation, this is typically a local folder, see Figure 11.
zu36.png
Figure 11. Shared Folder Location
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Version 8.0
Installation
10. Click the appropriate button to choose the setup type. The Custom option is
recommended for all upgrades. The choices are:
• Typical - Install the typically used installation files with the default
installation settings. There are no options to alter the file and folder paths.
The default paths defined in Table 2 are used. There is one more prompt to
begin the installation process.
• Custom - All installation folders and paths are customizable. The default
options are pre-selected.
• Complete - Install all options with the default installation settings. There
are no options to alter the file and folder paths. The default paths defined
in Table 2 are used. There is one more prompt to begin the installation
process.
When you install MET/CAL LITE or 5000A RH/T, always choose Custom
Installation for the Setup Type.
11. For the Custom setup type:
a. Select the specific applications and choose the option to install it on the
local hard drive.
b. To change the installation folder for the MET/CAL applications, select the
Fluke MET/CAL item and click Browse….
c. Click Next to proceed.
Note
All available applications are automatically installed when Complete is
selected for installation.
12. On the Ready to Install dialog, click Install to begin the installation process.
The MET/CAL files are installed on the PC.
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13. When you upgrade MET/CAL, the metcal.ini file located in the Windows
directory is automatically transferred to the %Programdata% path defined in
Table 2. After the MET/CAL files have been installed on the PC, the
Installation Complete dialog displays, see Figure 12.
zu37.png
Figure 12. MET/CAL Installation Complete
Note
Remove or replace custom MET/CAL icons when the installation is
complete. Icons created in previous installations are not removed
when you upgrade.
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Version 8.0
Installation
MET/TRACK Installation
The process of an upgrade and a new installation are the same for MET/TRACK.
Before you begin, ensure that MET/BASE is installed either on the PC or that the
METBASE\Shared folder in a networked instance of MET/BASE is mapped to a
logical drive on the PC. The mapped drive is required to complete the installation
process for networked installations.
The MET/TRACK installation installs the MET/TRACK client application on the
PC. To install MET/TRACK, make sure all prerequisites have been installed. If
you do not use the installer, refer to Table 4 for the name of the MET/TRACK
installation package file to launch. For networked systems, the installation
packages can be copied from the distribution media or downloaded from the
internet to a shared folder on the server and launched from there.
Note
The active user must be logged into the PC as system administrator
in order to complete the installation process.
1. When the Welcome dialog displays (see Figure 13), click Next to proceed.
zu38.png
Figure 13. MET/TRACK Setup Wizard
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Note
The language selection defines the database collation that is installed.
6. Choose the setup type. The Custom option is recommended for all upgrades.
The choices are:
• Typical - Install the typically used installation files with the default
installation settings. There are no options to alter the file and folder paths.
The default paths defined in Table 2 are used. There is one more prompt to
begin the installation process.
• Custom - All installation folders and paths are customizable. The default
options are pre-selected.
• Complete - Install all options with the default installation settings. There
are no options to alter the file and folder paths. The default paths defined
in Table 2 are used. There is one more prompt to begin the installation
process.
7. For the Custom setup type, select the specific applications and choose the
option to install it on the local hard drive. You can change the folder that the
MET/TRACK applications will be installed to when you select the Fluke
MET/TRACK item and click Browse…, see Figure 14.
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Installation
zu39.png
Figure 14. MET/Track Feature Installation
Note
All available applications are automatically installed when the
Complete option is selected.
9. When you install on a networked system and MET/CAL is not installed:
a. Enter the path to the MET/BASE shared folder. For a networked
installation, this should be a locally mapped drive on the MET/BASE
server PC. In a stand-alone installation, this is typically a local folder, see
Figure 11.
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zu40.png
Figure 15. MET/TRACK Database Name
c. Enter your company name. The text entered is used for the default
procedure author name. Click Next to proceed.
10. On the Ready to Install dialog, click the Install button to begin the installation
process. The MET/TRACK files are installed on the PC.
For a MET/TRACK upgrade, the metcal.ini file located in the Windows
directory is automatically transferred to the %Programdata% path defined in
Table 2. After the MET/TRACK files have been installed on the PC, the
Installation Complete dialog displays, see Figure 16.
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Version 8.0
Installation
zu41.png
Figure 16. MET/TRACK Installation Complete
Note
Remove or replace custom MET/CAL icons when the installation is
complete. Icons created in previous installations are not removed
when you upgrade.
DBUpdate
DBUpdate is a program located in the Fluke Calibration program group. Use it to
migrate a Sybase 8 database to a Sybase 11 format that is compatible with
MET/CAL 7.3 or later. The update process does not alter the original Sybase 8
database file. Before you run DBUpdate, ensure that all Sybase services are
stopped and that all Fluke Metrology Software is shut down. On Windows 7 and
Windows Vista, right-click the DBUpdate shortcut and choose “Run as
Administrator” (you must be logged in as administrator to run the program).
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Note
The active user must be logged into the PC as system administrator
in order to run DBUpdate.
The main program interface requires the selection of the database to upgrade, the
location of the new database, and a temporary folder (see Figure 17). Use the
folder icon next to each selection to browse to files and folders within a dialog
box. Ensure that both the new database location and the temporary folder location
each have enough disk space to support the database size.
Enter the “mt” user credentials in the User ID and Password fields. By default,
the ID and password are “mt”. The Use new SQL Anywhere database when
complete option is provided to automatically create a database service for the new
database when the migration is complete. The service name is determined by the
database service name entered at the MET/BASE installation. If you use multiple
databases, only select the option for one database. Services for the other databases
must be created with Sybase Central.
Click Update to begin the process. Transactional information is listed in the text
box below the Update button. Data transfer information is listed to the right of the
folder selections at the top of the program. This information is provided as a
progress indication. A prompt displays when the process is complete.
zu21.bmp
Figure 17. Database Update Selection
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Version 8.0
Installation
Note
The update process can take several minutes to several hours
depending on the size of the database and the performance
characteristics of the PC.
Common errors that will prevent DBUpdate from a successful completion are:
• “mt” User ID/Password is incorrect.
• Temporary folder location is not empty.
• Sybase 8 or Sybase 11 database engine is active.
• Insufficient disk space in the new folder location or the temporary folder
location.
• Existing database does not correspond to the log file associated with the
database. This can occur if a database file is copied over an existing
database file with the same name but the original log file is not copied at
the same time.
zu22.bmp
Figure 18. Database Start/Stop Shortcuts
When these shortcuts are used, a DOS window displays with the status of the
start/stop operation (see Figure 19). Success or failure of the operation displays in
the window. Press any key to close the DOS window.
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zu25.bmp
Figure 19. Database Status
Note
The active user must be logged into the PC as system administrator
in order to start and stop the database. Windows 7 and Windows
Vista have an additional security policy that requires that a user
right-click the shortcut and specifically select “Run as
Administrator” in order to complete the operation.
The Sybase Central application also provides the ability to start and stop the
database engine as well as create and edit database services when more than one
database is in use. The MET/BASE installation creates a shortcut to common
Sybase tools in the SQL Anywhere 11 shortcut link in the Fluke Calibration
program group.
To start or stop the database:
1. Launch Sybase Central.
2. Double click the SQL Anywhere 11 plug-in.
3. Right-click the icon and choose “Run as Administrator” for a Windows
Vista or Windows 7 operating system. A second dialog displays with a
Servers and Services tab.
4. On the Services tab, right-click the metbase server (or the server named at
the MET/BASE installation).
5. Choose Start or Stop to enable or disable the Sybase 11 engine (see
Figure 20).
6. Use the Services tab to create multiple services when multiple databases
are active.
7. Refer to the Sybase Central Help menu for more information on how to
create multiple database servers.
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Licenses
zu23.bmp
Figure 20. Sybase Central
Licenses
To apply a license:
1. Check that the Calibration Data Engine is running.
Use the Fluke Calibration program group in the Windows Start menu to access
shortcuts to start and stop the Calibration Data Engine.
2. Log into Fluke MET/TRACK with the administrative password (default is
User ID: mt, Password: mt).
3. Select Setup from the menu bar.
4. Select Licenses from the Setup dropdown menu.
5. Select Add License from the Licenses dialog box.
6. Insert the license disk, choose the drive location of the license disk, and select
OK.
7. Remove the license disk.
8. Repeat this process for each license disk.
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Getting Started Guide
Crystal Reports
Crystal Reports software enables you to design report templates (.rpt files) for
Fluke Metrology Software. Your MET/BASE purchase includes a license for
Crystal Reports 12 Professional Edition. Additional licenses are available from
Fluke. MET/CAL and MET/TRACK installations include the Crystal Reports 12
Runtime. Several report templates are distributed with MET/CAL and
MET/TRACK that you may use as-is or customize.
To install Crystal Reports:
1. Insert the Crystal Reports CD into your CD drive.
2. At the prompt, run setup.exe.
3. Follow the on-screen instructions.
4. When asked for a Product Key Code, use the code included with the Fluke
Metrology Software package.
Note
This procedure assumes that the hardware and software have been
properly installed as described in the Installation and Upgrade
Guide, which contains the instructions for how to start and log-in to
the SQL database server.
g. Click PREV MENU until you see the 220 mV and AUTO screen.
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Connect the 5500A, 5520A, 5800A, and 5820A Calibrators to a Serial Port
This procedure assumes that the available serial port is COM2. If you connect a
Calibrator to a different port, substitute your port number for COM2.
To connect:
1. Connect the correct serial cable between the serial port COM2 on the PC and
the Calibrator.
2. Use the front panel controls to configure the Calibrator to accept information
on the serial port:
a. Click SETUP.
b. Click INSTMT SETUP.
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Explanation
New users are added to the Fluke Metrology Software with the MET/TRACK
application. The MET/TRACK application has two modes. The Configuration
Mode allows the initial database configuration that includes Adding Users and
Password. This mode requires a special log in name and password, which is
different from log in names and passwords established for all other Fluke
Metrology Software applications. The system is set up this way to limit the
number of users that can add new users to Fluke Metrology Software. This helps to
establish security and control access to Fluke Metrology Software applications.
Users that add and remove other users from MET/TRACK are considered as the
Fluke Metrology Software administrator.
The second mode is the MET/TRACK mode. This mode requires log in names and
passwords different than the log in name and password used to configure the
system. As shipped, the default User Name is fluke and the password is fluke for
the MET/TRACK application.
In this exercise, start MET/TRACK and add a new user name and password to the
system. Later, this user name will be used to execute a calibration procedure. To
do this, you need to know the administrator-level log in name and password. As
shipped, Fluke Metrology Software is pre-configured with an administrator user.
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The log in name is mt, and the password is also mt. When you are directed to
“log in as the mt user,” this means to log into an application with the mt log in
name and password. Later, you can change the password, so access to
MET/TRACK will require a unique password for your site that only your Fluke
Metrology Software administrator knows.
Procedure
This procedure describes how to set up additional users. To add a user to the
database:
1. Start the Calibration Data Engine on the server if it is not already.
2. Start the MET/TRACK application and connect to the database as the MT
user. This opens the MET/TRACK application in the Configuration Mode.
3. On the Main Menu, select Set-up, Users/Passwords. The Users/Passwords
dialog box opens, see Figure 21.
zu01s.bmp
Figure 21. Users/Passwords Dialog Box
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zu02.bmp
Figure 22. User Dialog Box
5. Fill in the User-ID and Full-Name. The full name is used in the MET/CAL
reports and should not be fictitious.
6. To confirm the password, type it again in the Confirm Password field.
7. Enter a labor rate for this user in the Hourly Rate field.
8. Select the access level.
• A level 0 user has read-only access to the database.
• Level 1, 2, and 3 users have access that can be defined by the MT user
with the MET/TRACK configuration mode application.
• A level 4 user has access to all calibration functions and administrative
functions that deal with the administration of procedures.
• A level 5 user has access to all Fluke Metrology Software functions
(except those reserved for the MT user).
For this exercise, level 4 is appropriate.
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9. Users in the MT segregate can access assets in all segregates. If you do not use
customized segregates, it is best to assign all users to the MT segregate. Refer
to the MET/TRACK Users Manual for more information on segregates.
10. Select OK to complete the addition of a user to the database.
Explanation
The default calibration database installed with MET/TRACK contains a number of
sample assets for demonstration purposes. Later in this tutorial, you will run a
MET/CAL procedure on a 5700A, 5720A, 5500A, 5520A, 5800A, or 5820A
Calibrator. If the calibrator is not identified as a standard in the database, the
MET/CAL procedure will not execute.
In addition, the new calibrator must be in calibration so that the traceability
hierarchy has a valid start point. Any time a new standard is added to the database,
add at least one calibration history record to indicate that the standard is currently
in calibration.
Procedure
To add a standard to the database:
1. Start the Calibration Data Engine on the server if it is not already.
2. Launch MET/TRACK.
3. Log in.
4. From the main menu select Add, Inventory Record. The New Instrument
dialog box opens (Figure 23).
zu03.bmp
Figure 23. New Instrument Asset Number
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zu04.bmp
Figure 24. New Instrument Inventory Form
7. Enter the model name in the Model field. Press Enter or Tab to advance to
the next field.
8. Enter all required instrument data.
If a field is not applicable, leave it blank. You must fill in certain fields (called
required fields) before you can exit the form. The administrator can change the
required fields with a customized database. See the MET/TRACK Users
Manual for details.
These fields require some explanation:
• Interval Units defines the units in which the calibration interval is
measured; for example, days (D), weeks (W), months (M), (U) uses, or
(N) never requires calibration. Master Recall Interval is the maximum
number of Interval Units between required calibration events. For
example, 90 days, 12 weeks, or 12 months.
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zu05.bmp
Figure 25. New Calibration Record Form
11. Enter the calibration date (Cal-date) for your calibrator or, for this exercise,
simply accept the default date.
12. Under the Pass field drop-down menu, select Y.
As you tab through the fields, the Due Date automatically updates based on
the calibration interval you entered on the Inventory form.
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Note
To represent outside vendor calibrations, an asset with the Asset
Number of “FLUKE CORPORATION” is loaded in the Fluke
Metrology Software database when it is shipped.
16. Save data and close the MET/TRACK application.
zu06.bmp
Figure 26. IEEE Board Configuration
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Explanation
The record for the calibration standard added in the previous section of this
exercise placed traceability information for the Calibrator in the database. Next,
the individual workstation must be configured to tell Fluke Metrology Software
that the calibration instrument at a specific workstation corresponds to a standard
in the database.
To understand why this is necessary, consider a network that includes two or more
workstations, each with a Fluke 5500A that does calibrations. The procedure that
follows would inform MET/CAL which 5500A was connected to which
workstation.
Procedure
To establish the communication bus on which the calibrator will be connected and
configure a calibration instrument:
1. Start the Calibration Data Engine on the server if it is not already.
2. Start the MET/CAL Run Time application.
3. Log in as the user created in “Add a User to the Database” on page 41.
4. From the Configure menu, select Instruments or press F12.
The configuration displays in a dialog box (Figure 27).
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zu07.bmp
Figure 27. Current Configuration Dialog Box
This dialog box displays the currently configured instruments for the
workstation, and provides the opportunity to edit the configuration, add a new
instrument, delete an instrument, and to specify the I/O location where the
instrument is connected to the computer.
5. To configure a specific calibrator, do either a or b:
a. If the Current Configuration contains the calibrator attached to the system,
use the mouse (or Up or Down arrow key) to select the calibrator and click
Edit or double-click the mouse.
A System Instrument dialog box for your calibrator opens.
OR
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zu08.bmp
Figure 28. System Instrument Configuration Window
Explanation
Fluke Metrology Software is shipped so the Run Time application will start up in
Demo Mode, a practice mode in which calibration procedures will execute, but the
software does not actually control the calibrator. This permits you to explore the
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various features and test run procedures even though you do not yet have any
hardware configured or connected.
For this exercise it is best to work with the actual equipment and database that you
will use and change the Run Time application out of the Demo Mode and into Real
Mode.
Procedure
To switch MET/CAL Run Time from Demo Mode to Real Mode:
1. Start the Calibration Data Engine on the server if it is not already.
2. Start the Run Time application.
3. Log in as FLUKE or the user created in “Add a User to the Database” on
page 41.
4. Select the Options menu.
5. Click the check in the Demo Mode box to switch to Real Mode. The Options
menu will close.
The system is now in Real Mode. Close the Run Time application or keep it open
to start the next step.
Explanation
Several simple calibration procedures have been pre-installed to test system
operation. If you use a 5700A, 5720A, 5500A, 5520A, 5800A or 5820A with
MET/CAL, you can proceed with this example. If you do not have one of these
instruments connected to the system, you can still proceed with this test, but you
must put the Run Time application back into Demo mode. The supplied test
procedures are:
• Simple Test of 5700A Operation
• Simple Test of 5720A Operation
• Simple Test of 5500A Operation
• Simple Test of 5520A Operation
• Simple Test of 5800A Operation
• Simple Test of 5820A Operation
In the test that follows, select the appropriate procedure, depending on your choice
of calibrators.
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This section demonstrates the MET/CAL Run Time application with an actual
procedure. It also verifies that the Calibrator is set up properly to work with Fluke
Metrology Software.
Procedure
To run a calibration procedure:
1. Turn on the Calibrator and allow it to warm up and stabilize.
2. Start the Calibration Data Requester on the client if it is not already.
3. Start the Run Time application and log in as the user created in “Add a User to
the Database” on page 41.
4. Select Calibrate on the menu bar. The Procedure Selection dialog box opens.
5. Use the mouse (or Up or Down arrow key) to select the appropriate test
procedure for the selected calibrator.
6. Click OK.
7. At the prompt, enter the Asset Number for the UUT.
8. Enter SAMPLE-87 and press Enter.
Additional screens prompt for other required data, such as environmental data
that should be available in your lab.
9. Move through the fields with the Tab key, enter data as appropriate. When
finished, click OK or press Enter.
A series of screens display as the system establishes communication with the
calibrator. If the calibrator is not found, an error message may display such as
“COM2 Timeout” or “IEEE-488: Bus timeout error.”
10. If this should occur, click Terminate to stop the procedure.
11. Solve the communication problem before you continue.
Note
The cause of the communication problem is likely to be that:
• The calibrator is not set to the proper address.
OR
• The calibration instrument is not correctly entered in the system
configuration file.
Check these two items first. If the problem persists, it is possible
there is an internal address conflict with the COM port or IEEE
card. Consult the hardware documentation to correct the problem.
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Load a Procedure
Thousands of calibration procedures are available to Fluke Metrology Software
Gold Plan members. Because of their great number and the amount of disk space
they can potentially occupy, installation is a separate task from the main
installation. In addition, those who purchase only MET/TRACK licenses require
no procedures at all, and others may want to install only a few of the many that are
available.
The Procedure Installation program simplifies the process, because it automatically
detects and includes all files needed for each procedure it installs. Follow the
on-screen instructions provided by the procedure installation program. The steps
guide you through the procedure installation process.
What to Do Next
The supplied examples are provided as an operational overview of the Fluke
Metrology Software. For more information about the software function, see the
MET/TRACK Users Manual and Metrology Software Users Manual.
Add Users
In the Getting Started exercise, one user was added to the database. Follow the
same steps to add other users. It is important to add users and their respective
access rights to protect the integrity of the system.
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Advanced Topics
Advanced Topics
After you use Fluke Metrology Software for a while, it is common to investigate
the features provided for more advanced tasks.
Custom Reports
Frequently, one of the first tasks that a new site wants to customize is the
appearance or content of a report. The report formats provided with Fluke
Metrology Software are templates for reports that you tailor to your needs. See the
MET/TRACK Users Manual, the Crystal Reports Users Manual, or refer to the
Fluke Metrology Software on-line help.
After you customize a report, it must be added to Fluke Metrology Software. To
install reports, log into MET/TRACK as the "mt" user, select the Setup menu and
then the Install Reports option. See the MET/TRACK Users Manual for more
information.
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License Agreement
Components of Fluke Metrology Software use open sources libraries that fall
under different license agreements. All such libraries and their corresponding
license agreements are installed in the executable directories of MET/CAL,
MET/TRACK and MET/BASE. See Table 2 on page 6.
The full license agreement for MET/CAL and MET/TRACK is presented during
installation. Print the agreement or make a PDF to have a copy of the license. The
license agreement is also included as a PDF in the root directory of the distribution
media.
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