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About FX
Trapeze4 Fixed Route (FX) is a powerful software application for fully automated scheduling, routing, runcutting and rostering.
About This Guide
The FX System Administrator Guide aims to help you install and configure FX at your site. It provides general information about the Trapeze4 workstation, which is the software interface between the user and computer’s operating system.
The following sections list the steps involved in installing or loading FX into a computer system. FX needs to be configured properly in order that it can operate in the Trapeze4 environment successfully.
Installing Trapeze4 on a Workstation
Download the appropriate build files provided into your system.
Installing Trapeze6
Trapeze4 applications require Trapeze6 in order to set user security privileges and the Address Matcher.
Creating ODBC Connections
Open DataBase Connectivity (ODBC) is a standard application programming interface for connecting to different databases using a common language. Each database must communicate with the Trapeze software using an ODBC connection.
Testing FX
After completing the installation, perform a test to ensure that the application is working properly.
DBEdit is a Trapeze utility that manages databases used by Trapeze software.
DBEdit Files
DBEdit is comprised of three modules that perform distinct functions.
Opening Database Definition Files in DBEdit
Database definition files (*.dbd and *.db-schema) define the framework used by Trapeze applications as they gather information and store it in your data sources.
Connecting to Data Sources
Connect to a data source first before attempting to apply any of the DBEdit commands.
Applying Administrator Options
The Admin Options dialog appears after you open a database (DBD file) and connect to a data source (DSN).
About Comparing Data Sources With Database Definition Files
The tables and fields used in your database must match those found in applicable database definition files.
Editing Databases
If needed, the database can be edited using DBEdit.
About SQL Queries
DBEdit uses normal text files that contain queries as SQL files.
Properties are used to determine settings for FX as they relate to the general workstation, the behavior of the map, or specific task screens.
FX System Properties
The FX system properties are listed on the System tab in the Properties dialog of the Trapeze4 workstation.
Route Definition Properties
The Route Definition properties apply to the tasks you wish to perform on the different tabs on the screen.
Trip Building Properties
The Trip Building properties allow you to recalculate stop trips, set the run time mode and the data integrity check.
Blocking Properties
The Blocking properties mainly determine how the parameters are set in relation to costs and the time for deadheads and layovers.
Runcutting Properties
Property settings effect Runcutting in the development of operator assignments.
Rostering Properties
The Rostering properties sets where the roster files are stored, tags for Off days and the display of the weekend holiday schedule.
This is an overview of security features.
Turning Security On and Off
User security can be turned off when troubleshooting.
About Creating and Managing User Accounts
When creating a user, you can specify which functionality the user can access by specifying security rights and by adding users to groups from which they can inherit permissions.
About Creating and Managing User Groups
You can create, modify, and delete user groups that specify which functionality that group members can access by defining security rights and by adding groups to other groups from which they can inherit permissions.
About Assigning Members to and Removing Members from Groups
You can assign users to groups, and you can assign groups to other groups.
About Password Policies
Password policies the system must enforce can be defined in the Properties screen.
About Permissions
Security rights in Trapeze are managed using permission keys.
The following table explains the FX permissions keys. Some FX features that work in conjunction with other Trapeze products that you also use may require that you set permission keys that are not listed in this table.
Viewing FX Permissions
Displaying FX Permissions after setting up the permissions through the options provided
Setting FX Crystal Reports Permissions
Setting up permissions for FX Crystal Reports using the following options, for the purpose of viewing the permissions later on.
The Filter function allows you to search or sort data in the Route Definition, Trip Building, Blocking, and Runcutting screens.
Operational Signs and Expressions for Filtering Data
Definitions of the operational signs and expressions used in filtering data.
Using Quotation Marks
Use quotation marks in the filter to search for specific text.
Ancillary data defines the foundation for the schedule such as Sign-up Periods, Divisions, Garages, Services/Service Groups and your Lines/Line Groups. Ancillary data is information that tells FX what specific conditions and information are applicable for your transit site.
Adding Holidays
Holidays is a General type of ancillary data shared by FX with other Trapeze applications. The Holidays ancillary data is used to identify days when the standard service is not operating due to a holiday.
Adding Garages
Create garage records in FX in the Garages screen.
About Divisions
A division is the geographic or revenue area served by a specific number of Full and/or Part-time Operators. It is common for smaller and medium-sized properties to have only one garage, and hence only one division.
About Lines and Line Groups
Lines also called routes are fixed courses from an origin (node, stop, or timing point) to a destination (which also be a node, stop, or timing point).
About Services and Service Groups
A service refers to the days of the week that your transit agency operates.
About Nodes
Nodes are your timing points along a given route. Nodes are used and defined in the section on Route Definition.
Adding Accessibility Types
Accessibility is used in categorizing vehicles on various routes and stops for purpose of generating itineraries and providing additional information in reports. Some examples of accessibility types include wheelchair accessible vehicles, bike rack vehicles, or ski rack vehicles.
Adding Points and Point Attributes
Special points are locations that are more precisely located than stops and exist between stops in a pattern. When creating point records, you can add attributes, which are characteristics of the point, such as color and condition.
About Fares
Fares ancillary data is created and used in Trapeze INFO-Agent. Please contact your Trapeze Customer Care representative or refer to your INFO-Agent System Administrator Guide for more information.
Adding Report Types
You can create a report type that is different from the standard report types.
Adding Vehicle Types
Vehicle Types ancillary data is used to create and categorize the different kinds of vehicles at your site.
Adding Agencies
Each transit site whether a single agency or with multiple agencies must create Agency ancillary data before using FX.
Adding Sign-Up Periods
Sign-up periods define the length of time over which a schedule applies. These are often seasonal.
Setting the Mode (Context)
The Set Mode feature enables you to load the information for the agency, line, division, service, sign-up period, and exception combination for which you are performing FX tasks. This is also referred to as setting the context.
Geocoding a point assigns it precise longitude and latitude values in the system.
Changing the Layout of Address Boxes
You can change the layout of all address boxes or individual address boxes.
Geocoding Using an Address (Street Number and Street Name)
This is the best method to use when you have the exact and complete address information at hand and you need to manually type and geocode it into the system.
Geocoding Using an Intersection (Street and Cross Street)
You can geocode an address by defining a street and its closest intersecting street.
Geocoding Using the Mouse and Map
This method is used, for example, when you need to send a vehicle to a recently developed location in the city that is not yet recognized in the map.
Geocoding Stops Based on Street Segment
You can geocode the stop to indicate where it is located in a segment – on the left, center or right side of the road from the perspective of point A (origin).
Opening the Address Info Dialog
The Address Info dialog shows address field labels for typed values.
About the Address Matcher Dialog
The Address Matcher dialog has two display areas and a status bar.
Addresses Cannot Be Geocoded
Address Matcher Finds No Matches
Batch Geocoding Addresses
The Batch Geocoder is a tool that allows you to geocode groups of addresses previously typed into the system at one time.
The system map provides a geographical representation of your service area.
Opening the System Map
The system map allows you to view address locations in relation to their street, city, or other geocoded locations.
Trapeze Map Data System Properties
A reference short description answers the questions of what things are, what they do, what they are used for.
User-Defined Map Properties
Map properties determine the way the system matches an address to be geocoded against information within the database, and the visual layout of the system map on the screen and on printout.
Resizing the System Map
Resizing the system map allows you make the map bigger on the screen or to make it smaller so that you can view more information in the other panes.
Adjusting the System Map View
Changing the level of detail on the map allows you to see the entire map or to view areas on a map more closely.
Accessing Map Features
You can access Map features through the Map menu and the main toolbar.
Viewing Different Map Settings
Map settings can be viewed for screens or printing.
FX supports the use of Google Maps™ on some screens. You can choose to view the Google Map instead of the system map on these screens:
Configuring Google Maps
To make sure Google Maps is displayed properly on your screen, configure the applicable properties.
Viewing Nodes/Stops and Traces in the Route Definition Screen
With the Route Definition screen open, you can view route and pattern traces, stops and nodes on the different tabs.
About Pattern Trace Options on Google Map
When adding pattern traces, you can either add a pattern trace based on the line trace or draw the trace freehand.
Using the Line Trace Option
You can add the pattern trace on the Google Map using the Line Trace option.
Adding Deadhead Traces
You can add deadhead traces on Google Maps.
Exceptions apply to trips that operate under special conditions.
About Types of Exceptions
The types of exceptions in Trapeze FX are:
Adding Exceptions
You can add exceptions to trips to operate under specific conditions.
Editing Exceptions
If required, you can edit the added exceptions.
Deleting Exceptions
You can delete existing exceptions that are no longer required.
About Exception Combinations
An exception combination is a set of exceptions that operate together on specific days within a sign-up period. You must create exception combinations to anticipate scheduling realities.
Trip Building with Exceptions
You can set an exception combination from the Exception Combo dropdown list in the Set Mode dialog. As a result, only trips with exceptions compatible with the selected exception combination appear in the Trips grids of the Trip Building screen.
About Blocking with Exceptions
If you use exceptions, make sure that you have identified the trips with exceptions before blocking. Creating blocks with trips with exceptions involves blocking the base exception trips first and then blocking the trips with other exceptions using the Blocking tool.
About Runcutting with Exceptions
The first step when runcutting blocked pieces that contain exceptions is to select an exception combination that is going to be used for cutting the base set of runs. Based on your site requirements and data, this important choice depends on:
About Rostering and Exceptions
When you runcut in FX, rostering only works with the exception runs based on the exception combination set as the default. Rostering recognizes only one exception combination.
Comments are notes or remarks often included in the trip schedule to inform or instruct the operators on matters associated with their trips.
Comments Ancillary Data Properties
Comments ancillary data properties allow you to filter and view all existing comments.
Viewing Comments
Use the Comments ancillary data to view, and edit all existing comments at once. Comments are not created here but in other task screens.
Adding User Comment Types
Create types of comments for your site in order to further refine the application of comments and comment search functionality.
Editing Comments
You can edit the content and appearance of comments in your Trapeze Workstation.
Applying Comments to Patterns
In the Route Definition screen, comments can be added to patterns on the Patterns tab directly in the Comments column of the Patterns grid, or Using the Turn List feature.
Applying Comments Using Turn List
Using the Turn List feature, you can apply comments to patterns and stop patterns.
Applying Comments to Trips
Previously written comments can be applied to trips through the Trip Building Edit dialog.
Adding Previously-Defined Comments
Using the comments tab, you can apply previously defined comments to new trips.
Applying Comments to Blocks
In the Blocking screen, comments can be created and added to designated blocks, and users.
Applying Comments to Garage Pull-outs and Pull-ins
In the Blocking screen comments can be created and added to garages associated with a block.
FX offers some tools that can save you time when you need to copy or delete data on a global scale.
About FX Copy
FX Copy is a utility that enables you to copy a whole or partial sign-up period of existing schedule data to a new sign-up period.
About FX Clone
FX Clone is a utility that allows you to select data from one sign-up period and copy the data into a blank or empty data source.
About FX Delete
FX Delete is used to delete specific services and lines, service groups and line groups, and/or division-related data for the active sign-up period.
FX Tools is a group of tools in FX that helps automate the scheduling processes.
Accessing FX Tools
FX Tools helps automate the scheduling processes
About Stop to Node
The Stop To Node tool enables you to replace a stop associated with a node on a given route with another stop.
About the Transfer Tool
The Transfer Tool identifies trips containing transfer points where routes intersect. The tool helps determine if the trip times give passengers enough time to transfer the trips to which they want to connect.
About the Single Track Tool
The Single Track Tool dialog allows you to view rail trips on a single track over a specific time period in a histogram.
About Interlining
The Interlining tool is useful when you want to interline a specific trip which may constitute of a small block or a line with another line. Interlining is used if it is allowed by your transit site policy and the union agreement.
About the Run Times Tool
The Run Times tool is used for comparing run times between selected nodes in the lines to which they belong and making sure that their run times are consistent throughout the system.
Trips and Blocks Graph Tool
The Trips/Blocks Graph tool provides you the graphical representation that you see when you select Profile in the Trip Building and Blocking screen menus.
About the Single Track Graph
The Single Track Graph tool is used in rail transit.
Using the Blocking Tool
The Blocking tool enables to check and assign or reassign garage pull-out or pull-ins to your Blocked data. This is useful with exception data.
Using the Graphical Runcutting Tool
The Graphical Runcutting tool allows you to perform runcutting with the use of graphical representation of the blocks.
Viewing Runs with the Run Cutting Tool
Use the Run Cutting Tool to view the various types of runs according to service group and division and to force a run into a particular run type.
FX Data Integrity Check Tool
The table lists the checkboxes in each of the panes in the FX Data Integrity Check dialog.
Viewing Total Statistics
The Total Statistics tool shows you the summary of statistics of the trips in your current context.
About the Spatial Data Export Tool
The Spatial Data Export tool is used to export spatial (map-related) fixed route data to a specified format.
Viewing Car and Train Count
The Yard Balancing Tool allows you to determine the number of cars and trains that pull out and pull in from a yard or garage for a service group and line group during a specific sign-up period.
The Extended FX Data tool is used for batch processing data elements by line, service or some other generic data that go beyond the traditional scheduling data components at the node level.
Using the Extended FX Data Tools
Setting up the Extended FX Data Tools is a required step that determines how you use the tool through customization.
Creating Patterns and Line Traces Automatically
In the FX Data tool you can automatically create pattern and line traces for selected services and lines.
Deleting Unused Line Traces
The Delete Unused Line Traces tool is used to remove trace segments that are not used by the pattern traces of the selected lines.
Calculating Pattern Distances
The Calculating Patter Distances tool is used to calculate the pattern distances of selected lines.
Extracting Stop Patterns from Services and Lines
The Extract Stop Patterns tool is used to extract node patterns from the services and lines that you want and apply them to stop patterns.
Calculating Stop Pattern Distances
The Calculate Stop Pattern Distances option is used calculate the stop pattern distances of the lines and services you want.
Extracting and Calculating Stop Trips
The Extract and Calculate Stop Trips tool is used to create stop trips and calculate their time for the lines and services you want.
Computing Stop Flags
The Compute Stop Trips tool is used to compute Stop trips for traveler information products that have a real-time component.
Checking for Layovers Between Trips
The Build Clock Layover tool is used to determine if there are mid-trip layovers and for the schedule adherence to be updated accordingly for Traveler Information products that have a real-time component.
Setting Destination Signs
The Set Destination Sign Tool is used to create the initial destination signs that indicate a vehicle's line and points of destination associated with a pattern.
Creating Polygons Around Lines or Patterns
The Polygon Buffering option allows you to create buffers around lines or patterns. A buffer is an area of specified distance around a point or a line.
Updating Trace Maps
The Updated Trace map tool converts XY coordinates to match longitudes and latitudes.
Extracting Run Times of Multiple Services and Lines
The Extract Run Times tool can be used on multiple services and lines to create blocks between sign-up periods, in a similar manner as the Extract tab on the Run Times Edit dialog in Trip Building.
Filtering In Service Stops
The In Service Stop feature is used to filter the stops that are in use or not by sign-up period.
Filtering In Service Nodes
The In Service Nodes feature is used to determine which nodes are in use and those which are not by sign-up period.
Replacing Garage Deadheads with Trips
The Replace Garage Deadheads with Trips tool is used to change garage (pull-out/pull-in) deadheads into trips before runcutting.
Creating Pattern Turn Lists
The Create Pattern Turn Lists tool creates pattern turn lists and saves them as pattern comments for all or selected lines.
Buffering Polygons
The Polygon Buffering tool allows you to create buffers around lines or patterns.
Generating QR Codes
QR (Quick Response) Codes are used with bus stops data that is provided to passengers for real-time schedule information.
Updating Lines with Transfers from Previous Sign-up Period
The Link Line to Previous Signup option updates the transfer values of the selected lines with those of the lines that have the same stop abbreviations in a previous sign-up period.
Supplementary Data (Supp Data) is usually set up during the FX installation. The fields are used to store additional data such as:
Adding Supplementary Fields
You can add supplementary fields to most of the main screens using the Supplementary Data Manager.
Editing Supplementary Fields
You can modify supplementary fields using the options provided you have Write access.
Editing Supplementary Data
Editing the values of the supplementary data in the various screens is performed in various ways. The fields may be edited using an editing tool, in the dialoges where they were first created using the Edit feature, or changed directly on the screen.
Viewing Defined Supplementary Data
Supplementary data that you have defined can be shown on the right section of the grid.
The FX Tracker refers to the Logging function that allows you to track specific actions that users perform.
Viewing Logged Events (Executed Actions)
You can view log reports of the different FX activities.