Badger Meter ORION Mobile Read Installation guide

Published by BMI Training Support
BEA-UM-02161-EN-07 Making Water Visible®
April 2019
ORION® Mobile Read
Training Manual

ORION® Mobile Read
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Table of Contents
Technical Support
If you encounter any problems or have any questions about the ORION Mobile Read (OMR)
software, please contact Badger Meter Technical support by phone, e-mail, or fax.
Phone: [phone]
E-mail: [e-mail]
Fax: [phone]
Topic Page
Automated Meter Reading and ORION® Overview 5
ORION Mobile Read (OMR) 10
Route Reading with ORION Mobile Read 12
Active and Complete tabs 13
Manual Reads 14
Reader Codes, Trouble Codes and Notes 15
Investigate Status 17
Display Controls 20
Map Layers 21
Ending an OMR Reading Session 22
Messages 23
Feedback to Badger Meter 24
Sign Out 25
OMR Application Icons 26
Settings: Extensions 27
ORION Devices 28
Base Maps 32
GPS 33
Downloads 34
ORION ME Two-Way Communications 35
Trimble Ranger 7 Hot Keys 40
ORION Endpoint Utility 41
Appendix 50
Installation and Setup of ORION Mobile Read 51
Installing the ME Transceiver Driver for Windows 8 or 8.1 53
Installation of ORION Endpoint Utility 57
Turning off Windows Screen Hibernation 58

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About this Training Guide
This document is meant to assist and guide the training session. It is not a complete User Manual.
NOTE: To provide the best solution for our customers, Badger Meter continually improves software
programs and periodically updates this manual to reflect upgrades. Therefore, some discrepancies
may be detected between the installed software and this manual.
Typographic Conventions
 Items on the software screens that you need to select or choose by clicking a button,
highlighting, checking a box or another similar means are in bold text and capitalized in the
manual.
Example: Click the View Report button.
 Names of options, boxes, columns and fields are italicized. In most cases, first letters will be
capitalized.
Example: The value displays in the Status Information field.
 Messages and special markings are shown in quotation marks.
Example: “Service Stopped” displays in the title bar.
NOTE: Names, addresses and other customer-related information displayed in screen examples
were created for demonstration purposes in this manual. No actual customer information is
included.

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Automated Meter Reading and ORION Overview
With an Automated Meter Reading (AMR) or mobile system, ORION endpoints transmit
meter reading and event data via radio frequency to a mobile receiver or transceiver when
the device is within range of the endpoint’s signal during drive-by reading. ORION Mobile
Read (OMR) software collects data and synchronizes with BEACON AMA cloud-based
software.
Hardware: The BEACON AMA mobile solution features high-powered ORION endpoints
and a mobile data collector to deliver metering information.
ORION Endpoints are a three-wire metering endpoint device that requires connection to
an encoder to complete the assembly. Each ORION endpoint has a unique numeric serial
number on the tag attached to the cable harness and etched on the top or side of the
endpoint housing.

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Endpoint Identification
The ORION Endpoints compatible with ORION Mobile Read are the ORION ME, ORION
SE (mobile mode), and ORION CE units.
ORION ME endpoints are two-way water endpoints for mobile applications. ORION ME
endpoints are easily upgraded from mobile to fixed network data collection without rolling a
truck or reprogramming the endpoint, preparing you for the future.
ORION CE endpoints are one-way water endpoints designed for mobile meter reading.
Activating the Endpoint
ORION ME and ORION CE endpoints are shipped in “Pause” mode, an inactive, non-
transmitting state. The endpoint offers a Smart Activation feature. After installation, the
endpoint begins broadcasting data when the encoder to which it is connected first senses
water usage. The amount of water usage required to activate an endpoint is determined by
the meter size, number of dials, and unit of measure. No field programming or special tools
are required to activate the endpoint.

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Encoder Identification
Each Badger Meter encoder is identified on the face of the register with an assembly
number, unit of measure and meter model
To convert an endpoint field reading into billing units, BEACON software uses a register
resolution to identify the appropriate reading resolution to be applied to the endpoint meter
reading. The register resolution for high resolution encoders is based on the meter model,
meter size, encoder type, unit of measure, and the Badger Meter® endpoint that is
attached to the encoder. BEACON then applies an additional multiplier to the reading to
get the reading to the correct billing resolution. For additional information, contact Badger
Meter Technical Support.

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Endpoint Installation Guidelines
The radio transmission performance is dependent on a number of factors that include lid
design, foliage, below grade mounting and metal objects either in the path or near the
desired line of site.
To maximize propagation of the radio signal refer to the ORION Water Endpoint Installation
Manual (ORI-UM-00025) and Understanding RF Propagation of AMR/AMI Systems
Whitepaper (MRT-WP-1).
These documents can be found at www.badgermeter.com

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Meter Indoor Installation
The endpoint should be mounted outside the building or in the floor joist near an outside
wall, and away from large metal objects for maximum propagation of the radio signal. The
remote installation bracket helps for indoor installations such as a floor joist.
Meter Pit Installation
Migratable and Classic endpoints: Mounting through a nonmetal pit lid is strongly
recommended for maximum propagation of the radio signal.
For more detailed information, please visit our website at www.badgermeter.com to review
the ORION Water Endpoint Installation Manual (ORI-UM-00025) and the ORION Water
Endpoint Installation Kits Ordering Guide (ORI-OG-02133).

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ORION Mobile Read
ORION Mobile Read (OMR) is a browser-based application that requires the latest version
of Google® Chrome and runs on a Badger Meter supplied device, or on a customer-
supplied Windows® 7 or later tablet or laptop. An ORION mobile transceiver or mobile
receiver kit is required for collection of mobile meter reading data. Secure user logins limit
access to field assignments.
Meter reading field assignments and reading data are automatically synchronized with the
cloud based BEACON AMA software anytime an Internet connection is established, so
meter readers do not have to come into the office to receive assignments or deliver reading
data.

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Launching ORION Mobile Read (OMR)
1. Prior to launching the software, connect and power on the ORION ME mobile
transceiver or ORION CE receiver.
Tip: If you are using a compatible tablet/laptop, you will want to consistently use the
same USB port. You may want to mark this port on your reading device.
2. Open the Google Chrome browser and navigate to URL
HTTPS://OrionMobileRead.BeaconAMA.net
Tip: Bookmark this page for quick access. The keyboard shortcut Ctrl-D creates a
bookmark.
3. Login to OMR using your established BEACON AMA user name and password and tap
Login.
Note: You must have an active BEACON login that has been designated as a Mobile
User by your Utility Admin before you can access OMR.
4. A warning message reminds the driver of the vehicle that they must not touch the
tablet/laptop or monitor the display while the vehicle is in motion. The reader must
acknowledge this notification by tapping the Ok button.

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Route Reading with ORION Mobile Read
1. From the OMR main page, tap the Start icon to start the data collection process.
2. The warning message will again remind the driver of the vehicle that they must not
touch the tablet/laptop or view the display while the vehicle is in motion. The reader
must acknowledge this notification by tapping the OK button
3. On the OMR Task Bar, mobile transceiver and mobile receiver status indicators will
display, if they are configured to do so. These indicators are color coded to help the
user quickly identify transceiver or receiver communication status.
Tip: Additional icons and toolbar functions are defined on page 26.
4. Drive through the route area. Assignment icons and list statuses will change.
5. Work items list are broken down into two tabs. The Active tab includes the Assigned
work items, Investigate work items and the Missed work items. The Completed tab lists
the account records where the reading data is collected and the assignment is
complete.
Note: Audio cues signify Completed or Investigate items.
Green
= Connected and communicating.
Red = Configuration and/or connection issue.
Configuration: Configure the GPS, ORION ME and ORION CE settings.

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Active Tab
If data collected prompts an Investigate alert, including a Missed reading, the statuses
will update on the Active work items list and map view.
Assignment icons move from the Active work items list and map to the Completed
worklist and map when the assignment is completed.
Completed Tab
When the Completed tab is selected, the completed work items list will display along with
the completed map icons.

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Manual Reads
Manual Processing can be started on any work type including AMR Meter Reads. The
manual process must be triggered to collect any ORION ME two-way items. Please see
page 35 for detailed instructions on the ORION ME two-way processing. Please see page
40 for detailed instructions on the Trimble Ranger 7 and Hot Keys processing.
1. Tap on the account record you wish to manually read in the worklist or on the map.
2. Tap on the START icon to begin the manual read entry process.
3. The account details and manual process opens.
4. Enter the meter read into the Value box by tapping on the number pad icon.
Please Note: Be sure to enter the reading to the billing read value you want to be
sent to billing.
5. When you are done with all manual processing and are ready to release the account
back to the BEACON software tap the Complete icon.
6. If you are done with the account for now, but wish to access it again before releasing
it back to BEACON tap the Suspend icon.
7. If you selected the account in error and want to move it back into the Assigned
status for automatic AMR processing, tap the Assigned icon.
8. Click on the garbage Icon to delete a manual read if it is still in the Active worklist.
Please Note: Once a work item is completed and moved from the Active worklist to
the Completed worklist no additional manual processing of any kind can be done
with that work item. A new work item must be created using the Create Work Order
button.

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Reader Codes, Trouble Codes and Notes
Only accounts still on the Active worklist can have notes and codes added.
1. Tap on the account record you wish to manually read in the worklist or on the map.
2. Tap on the START icon to begin the manual read entry process.
3. The account details and manual process opens.
4. Tap on the Notes button.
5. The Notes section opens.

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6. Select the desired codes or add the desired text.
a. Only one Trouble code can be attached to an account.
b. Up to Three Reader Codes can be attached to an account.
c. Up to 140 Characters are available for a free form text message.
7. When you are done with all manual processing and are ready to release the account
back to the BEACON software tap the Complete icon.
8. If you are done with the account for now, but wish to access it again before releasing
it back to BEACON tap the Suspend icon.
9. If you selected the account in error and want to move it back into the Assigned
status for automatic AMR processing, tap the Assigned icon.
10. Click on the garbage Icon to delete a manual read if it is still in the Active worklist.
Please Note: Once a work item is completed and moved from the Active worklist to
the Completed worklist no additional manual processing of any kind can be done
with that work item. A new work item must be created using the Create Work Order
button.

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Investigate Status
Field assignments with an Investigate status indicate that a condition has occurred that
recommends additional attention. You can view detailed information for any account record
with any status.
1.
a) Tap on a specific field assignment on your List View to highlight it.
b) Tap on Show Field Assignment Details icon.
c) A detailed tab will appear for the account selected. A reader message, code, or
manual read may be entered at this point.

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2. When your field investigation is complete, Tap the Checkmark icon to change the
status to Completed.
Note: The checkmark only appears when you are viewing the details of a Field
Assignment reporting an Investigate status.
3. The Field Assignment Details now display Completed. The account record moves to the
Completed tab.
Note: Settings in the Field Director software control which alarms and conditions trigger
an Investigate status. Only the Field Director Admin user can change these settings.
4. List view displays field assignments in a list. Columns can be repositioned, resized,
5.
When a network connection is not available, the network icon is amber with a count of
unsynchronized messages in red.
Note: This is not a 1 to 1 ratio and will not match the Field Assignments count.
When a network connection is established work items will automatically synchronize
with the BEACON AMA software.
Show Map
icon will close the Field Assignment Details and return you to map view.

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6. When route reading is finished, tap the Stop icon and then the Complete icon.
7. A warning message displays reminding the reader that using the Complete button
affects the status of Investigate, Missed and Suspended meters. Continuing will cause
the meters with an Investigate, Missed, or Suspended status to automatically transition
to Completed status.
Note: Only Completed work items sync with BEACON AMA software upon finding a
configured Internet connection.
Completed items will remain in list view and they will clear the list at the start of the next
calendar day.

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Display Controls
Change View
Clicking on the Change View Icon allows the user to toggle to various
view configurations.
Clicking on the double arrows collapses and expands the various windows.
Show/Hide Work Assignment Columns:
OMR allows the User to show or hide columns of information being provided. Once
displayed; column orders can be adjusted, column width can be adjusted, the information in
the column can be in ascending or descending order and the information in the columns
can be searched.
Note: OMR receives information from BEACON through Field Director so information
available to the OMR user is dependent on what has been made available through
BEACON and Field Director.
Click on the three gears icon in the upper left corner to change
column options.
To hide the column, remove the checkmark
to the left of the column name and select
Submit. Changes are saved per User.
Column Order:
To adjust the order of the columns on the Active or Completed tabs, click on the name of
the column you wish to move and drag it to the position desired.
Searching a Column:
To search a column for specific information, enter text in the empty box under the column
header for the field you wish to search. List will filter for results as you type. Clear search
text to return to the full list.