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+<html>
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+ <head>
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+ <title>Typica - Data for Coffee Roasters</title>
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+ <link rel="stylesheet" type="text/css" href="../style.css">
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+ </head>
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+ <body>
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+ <div id="page">
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+ <div id="topmatter">
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+ <div id="topbanner">
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+ <img src="../logo96.png" height="96px" width="96px" alt="Typica logo" />
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+ <h1>Typica</h1>
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+ <h2>Data for Coffee Roasters</h2>
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+ </div>
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+ <div id="menu">
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+ <a class="tab" href="../index.html">Project Home</a>
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+ <a class="tab" href="../downloads.html" >Downloads</a>
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+ <a class="tab active" href="../documentation.html" >Documentation</a>
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+ <a class="tab" href="../screenshots.html" >Screenshots and Videos</a>
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+ <a class="tab" href="../involvement.html" >Get Involved</a>
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+ <a href="http://appliedcoffeetechnology.tumblr.com/tagged/Typica" class="tab">Blog</a>
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+ </div>
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+ </div>
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+ <div id="maintext">
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+ <ul>
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+ <li><a href="#database">Database Connection</a></li>
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+ <li><a href="#configfile">Open Configuration File</a></li>
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+ <li><a href="#hardware">Configuring Typica for your Hardware</a></li>
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+ </ul>
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+
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+ <h1>Running Typica for the First Time</h1>
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+
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+ <p>After downloading Typica and extracting the contents of the .zip (Microsoft Windows) or
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+ copying the contents of the .dmg (Mac OS X) to a more convenient location, you should have
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+ a folder that contains three other folders. The <tt>source</tt> folder contains all of
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+ the source code for Typica which you may use if you want to modify the software. This
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+ folder also contains a file called <tt>typica.pdf</tt> which has complete documentation
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+ of how Typica works (not how to use Typica). You do not need to read that to use Typica,
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+ but you may still find it interesting. The contents of this folder are not required to
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+ run Typica and may be deleted if you have no use for it. The <tt>configuration</tt> folder
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+ contains an example configuration for Typica to use. These files can be modified to perform
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+ extensive customization of Typica or to add or remove reports if you want to change how
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+ Typica works, however most do not have a need to modify any of these files. Typica requires
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+ that the contents of this directory exist for proper operation. The <tt>program</tt> folder
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+ contains the Typica executable and its library dependencies. On Mac OS X this is instead
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+ all collected in an .app bundle.</p>
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+
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+ <p>Find either Typica.exe (Microsoft Windows) or Typica.app (Mac OS X) and double click
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+ to open the program.</p>
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+
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+ <img src="images/explorer.png" />
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+
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+ <a name="database" />
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+ <h2>Database Connection</h2>
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+
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+ <img src="images/dbconnect.png" />
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+
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+ <p>The first time you start Typica, you will be asked for the information needed to
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+ connect to a database. If you have not installed PostgreSQL, you can click Cancel to
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+ continue without connecting to a database. Note that doing so will result in Typica
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+ having a very limited feature set. If you have installed PostgreSQL on the same
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+ computer as Typica, the host name should be set to <tt>localhost</tt>. If PostgreSQL
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+ is running on a different computer you will need to specify the IP address of that
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+ computer.</p>
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+
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+ <p>If you have set up a database for Typica to use, the name of that database
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+ should be set as the database name, otherwise the PostgreSQL installer creates a
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+ database named <tt>postgres</tt> which you can use.</p>
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+
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+ <p>Similarly, if you have created a new database
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+ user role for Typica, the user name and password that you chose for this should be
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+ entered as the user name and password here. Otherwise, the PostgreSQL installer creates
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+ a user named <tt>postgres</tt> with the password that you chose during the installation
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+ process.</p>
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+
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+ <p>Once all of this has been entered, click Connect.</p>
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+
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+ <p>You only need to enter this information the first time you start Typica. It will
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+ not prompt for this information in the future unless Typica fails to connect to the
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+ database or unless you select a menu item that instructs Typica to forget the
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+ connection settings.</p>
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+
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+ <h3>Troubleshooting: What if it Doesn't Work?</h3>
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+
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+ <p>The problem is <em>not</em> with Typica. If you are running PostgreSQL on the same
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+ computer as you are running Typica, you have most likely typed something incorrectly.
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+ You can use the SQL Shell (psql) to verify that your login information is correct. If
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+ you can connect on port 5432, the same information used to connect with psql will also
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+ be usable with Typica. Another possibility is that PostgreSQL is not currently running.
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+ If you are running PostgreSQL on a different computer, make sure that the other computer
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+ is turned on, that PostgreSQL is running, and that it is configured to accept connections
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+ from the network.</p>
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+
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+ <a name="configfile" />
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+ <h2>Open Configuration File</h2>
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+
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+ <p>Every time you open Typica, you will be asked to open a configuration file. Typica
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+ comes with one example configuration file that meets most needs, however you can
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+ create your own if you have special requirements. This documentation assumes that you
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+ are using the provided example configuration.</p>
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+
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+ <p>The first time you start Typica or when using a new version of Typica for the first
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+ time, you may find that this prompt shows files in the wrong directory. Typica will show
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+ files from the most recently used directory or if there isn't one, a platform dependent
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+ default.</p>
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+
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+ <img src="images/config1.png" />
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+
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+ <p>This is a normal Open File window which works the same as when you select the Open
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+ menu item in most programs. A number of controls are available to change to the correct
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+ directory. You want to be in the <tt>configuration</tt> folder described previously.</p>
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+
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+ <img src="images/config2.png" />
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+
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+ <p>Once you are in the correct directory, select <tt>config.xml</tt> and click Open.</p>
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+
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+ <img src="images/config3.png" />
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+
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+ </p>The next window you see should look like this:</p>
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+
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+ <img src="images/nav.png" />
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+
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+ <h3>Troubleshooting: It Opened Internet Explorer and is showing me gobbledygook.</h3>
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+
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+ <p>If this happens, you were not selecting the configuration file from within Typica.
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+ Go back to Typica and try again. In particular, note the title bar of the window you
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+ are in. See the screenshots above where it says "Open Configuration File". If your
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+ window doesn't say that, you're not in Typica. You may think you are, but you're wrong.</p>
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+
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+ <h3>Troubleshooting: I opened a file and nothing is happening.</h3>
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+
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+ <p>Exit Typica and try again. You most likely selected the wrong file to open. Please
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+ go back to the description of which file is required, read the instructions, and follow
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+ them carefully.</p>
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+
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+ <h3>Tip: Bypass the Configuration Prompt</h3>
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+
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+ <p>Typica has a command line option available for specifying which configuration file
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+ should be used. To do this, use -c and the path to the configuration you want to open.
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+ This will prevent the configuration prompt from appearing. On Microsoft Windows, you
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+ can do this by creating a shortcut. In Windows Explorer, go to the directory containing
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+ Typica.exe. Right click and select "Create shortcut".</p>
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+
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+ <img src="images/shortcut.png" />
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+
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+ <p>Now right click the shortcut and select Properties.</p>
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+
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+ <img src="images/properties.png" />
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+
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+ <p>Find the field labeled Target. At the end of the line after the quotation mark, add
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+ a space and <tt>-c ../configuration/config.xml</tt> and click OK. The portion of the
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+ line that reads <tt>../configuration/config.xml</tt> is the path to your desired
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+ configuration file relative to the directory with the program. You can also use an
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+ absolute path to the file starting with <tt>C:\</tt> on Microsoft Windows or <tt>/</tt>
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+ on other platforms.</p>
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+
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+ <h3>Tip: Pin the Shortcut for Convenient Access</h3>
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+
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+ <p>The shortcut created in the previous tip can be moved anywhere for convenient
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+ access. You can right click that and find options to pin that to the task bar for
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+ convenient single click access. On Windows 7 you can also pin that to the start menu
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+ and on Windows 8 you can pin that to the start screen.</p>
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+
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+ <a name="hardware" />
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+ <h2>Configuring Typica for your Hardware</h2>
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+
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+ <h3>Hardware</h3>
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+
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+ <p>Once you've started Typica and selected your configuration file, you should see
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+ the main navigation window. It looks like this:</p>
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+
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+ <img src="images/nav.png" />
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+
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+ <p>The first time you use Typica you will not have any coffee roasters configured
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+ for use. This also applies for people who have used older versions of Typica and are
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+ now upgrading to version 1.4 or later. To do this, click the Configure Roasters button.
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+ This will bring up a new window with two panels. In the lower left you will see a
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+ button labeled +. Click that to add your first coffee roaster.</p>
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+
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+ <p>Now you will see an item in the left panel. You can double click on that to
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+ rename it if you want. Whatever you name this is what will appear in the list in
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+ the navigation window. Choose a name that you'll recognize as the particular machine
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+ you'll be using.</p>
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+
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+ <p>When you click on the roaster in the left panel you will see some details in the
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+ right panel.</p>
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+
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+ <img src="images/rconfig1.png" />
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+
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+ <p>Next to "Machine ID for database" you should enter a number. This ID number will
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+ be used to identify this roaster in the database and it will be associated with every
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+ batch of coffee you roast. If you have used an older version of Typica, you can use
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+ the same number that you had specified previously to maintain continuity. If you are
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+ setting up Typica for the first time, just use 1 for your first roaster, 2 for your
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+ second, and so on.</p>
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+
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+ <p>You will also see three buttons: "Add Device", "Add Annotation Control", and
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+ "Advanced Features". First we will want to use the Add Device button to specify the
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+ data acquisition hardware you will use to connect this coffee roaster to your
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+ computer.</p>
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+
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+ <p>You should see up to three items in a menu when you click "Add Device". Select
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+ the one matching the hardware that you intend to use. You will find a new item on
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+ the left matching your selection.</p>
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+
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+ <p>In the case of NI-DAQmx Base or NI-DAQmx, clicking the new item in the left panel
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+ will change the right panel to display a single button: "Add Device". Click this to
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+ see a list of supported hardware and click the item that matches the hardware you
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+ have. In the case of NI-DAQmx, you can select "NI USB 9211A" for any supported USB
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+ carrier containing a NI 9211 module. Whichever you choose, you will have a new item on
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+ the left.</p>
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+
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+ <p>If you instead selected "Modbus RTU Device", you will want to connect the hardware
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+ to your computer before continuing. Once you click the new item in the left panel
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+ Typica will attempt to detect any serial port on your computer and if your RS-485 to
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+ USB serial adapter is not connected, it will not be shown. Click the item and you
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+ will see all of the details for configuring Typica to use your Modbus RTU device.</p>
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+
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+ <img src="images/modbusconfig.png" />
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+
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+ <p>The appropriate settings here depend on settings that must be configured on the
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+ Modbus RTU device and they depend on which device you have. You will require both
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+ the operator manual and the communications manual for your device to determine the
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+ correct settings for your hardware.</p>
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+
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+ <p>If you selected NI DAQmx and then NI USB TC01, you will have an item on the
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+ left representing that device. Clicking this will show three settings.</p>
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+
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+ <img src="images/tc01config.png" />
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+
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+ <p>The Device ID is how the National Instruments software identifies the device. In
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+ the case of this hardware, this will be Dev<em>n</em> where <em>n</em> is some number.
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+ This will most likely be <tt>Dev1</tt> but you can verify this in National Instrument's
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+ Measurement & Automation Explorer. The Column Name indicates the name of the column
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+ where measurements from this device will be placed in the table view of your roasting
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+ data. A short, one word identifier is recommended for this. Note that certain advanced
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+ features will require knowing a column name. The Thermocouple Type should match the type
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+ of thermocouple you have in your roaster. If the wrong thermocouple type is specified,
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+ your measurements will not be correct. Finally, if you double click this item on the
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+ left, you can rename it. Whatever the item is named on the left is what will be displayed
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+ on the indicator showing the most recent measurement. This can be a longer descriptive
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+ name.</p>
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+
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+ <p>In the case of NI 9211 based devices used either through NI DAQmx or NI DAQmx Base,
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+ clicking the new item on the left will show a Device ID field and an Add Channel button.
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+ If you are using NI DAQmx Base, this will be Dev<em>n</em> where <em>n</em> is a number
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+ starting with 1 for the first connected device. If you only have one device, this will
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+ be <tt>Dev1</tt>. If you are using NI DAQmx, some hardware will follow this convention
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+ and some will not. You should check for the appropriate device ID in Measurement &
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+ Automation Explorer. Ensure that you are looking at the item representing the device
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+ itself and not just the chassis the device is plugged into. Once the Device ID is
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+ specified, you can click Add Channel to add as many thermocouple channels as you have
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+ connected to this device. With this hardware it is recommended that you do not connect
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+ more than three thermocouples to a single device and these should be wired starting
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+ from TC0.</p>
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+
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+ <p>For each channel, you can double click the item on the left to change the text that
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+ will appear in the indicator showing the most recent measurement. When you click on
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+ these you will see on the right settings for Column Name and Thermocouple Type. The
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+ Column Name will appear at the top of the table view in the column where measurements
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+ from this channel are placed. A short one word name is recommended. This name should
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+ be unique across all channels configured for a particular roaster. The thermocouple
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+ type must match the type of the thermocouple connected on that channel. If it does not,
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+ your measurements will not be correct.</p>
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+
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+ <h3>Annotation Controls</h3>
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+
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+ <p>If you click the item on the left representing your roaster, one of the available
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+ buttons is "Add Annotation Control". Clicking this will provide three options:
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+ "Annotation Button", "Counting Button", and "Numeric Entry". These controls can be
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+ used to add annotations to your roasting data as you roast. If you don't want to do
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+ this, you don't need to add any of these controls.</p>
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+
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+ <p>An Annotation Button is used to make note of an event fixed at a particular moment
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+ in time. If your roaster has a control with a small number of states, you can have a
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+ different button for each state and when you activate that button it will place a
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+ note at the most recent measurement. Some use this to note airflow control changes,
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+ some prefer to note details such as the start of first crack. Clicking the item on the
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+ left representing your annotation button will show two settings on the right. The
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+ Button Text is the text that will appear on the button and the Annotation Text is the
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+ text that will appear in the log when the button is activated. You can have any number
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+ of these buttons, but it is recommended to keep the number small.</p>
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+
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+ <p>A Counting Button is like an Annotation Button but you can have as part of the
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+ annotation text a number corresponding to the number of times the button has been
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+ clicked. This is useful when pulling several samples from a roast for roast profile
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+ development as you will have a unique identifier for each sample you pull which you
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+ can reference later when attempting to replicate your desired roast. It is recommended
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+ that you only have one Counting Button.</p>
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+
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+ <img src="images/countconfig.png" />
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+
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+ <p>Numeric Entry provides a way to provide notes with numeric data that cannot be
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+ logged automatically. Some roasters have fuel or air flow controls with a large number
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+ of numerically identified settings. Some people may want to occassionally note the
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+ reading from a manometer. This is the control to do that. Clicking the item representing
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+ a Numeric Entry on the left will show several options allowing you to specify how the
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+ field is identified on the screen, minimum and maximum values, and the number of places
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+ after the decimal point to allow. All of these must be set to some value. Optionally you
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+ can also specify prefix text and/or suffix text. The content of these fields will be
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+ included in the annotation before or after the entered number. This can be used to make
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+ clear which control adjustment is represented or the unit a measurement reading was
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+ taken in.</p>
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+ </div>
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+ </div>
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+ </body>
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+</html>
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Neal Wilson
12 years ago
