Quick Start Guide Reasonable measures have been taken to ensure that the information included in this guide is complete and accurate. However, IntelliTrack reserves the right to change any specifications at any time without prior notice. IntelliTrack is a registered trademark of IntelliTrack, Inc. The IntelliTrack logo is a trademark of IntelliTrack. Microsoft Windows, Windows XP, Microsoft Access and Microsoft SQL Server are registered trademarks of Microsoft Corporation.
IntelliTrack ISRP v7.
Quick Start Guide Contents CHAPTER 1 Getting Started 1 System Requirements 1 Information for Current ISRP Users 2 Pre-Installation Process when Upgrading 2 Data 3 Custom Changes to ISRP 3 Pre-Installation Considerations 3 Required Network/System Information 4 Required Batch Portable Settings 6 CHAPTER 2 Installing your Application 9 Installation Terms 9 Single Workstation Setup Network Installation 10 13 Network Installation: Server Setup 13 Network Installation: Workstation Setup 16 Opening
IntelliTrack ISRP v7.1 CHAPTER 3 Batch Portable Setup and Installation 21 CE Batch Setup 21 CE Batch Setup Requirements 21 Remote Data Access Setup 23 Remote Data Access Configuration Options 24 Manually Configuring Internet Information Services in Windows XP Operating Systems 27 Manually Configuring Internet Information Services in Windows Vista Operating Systems 27 Sync URL Setting 28 Setting Up IIS v6.0 to allow the ISRP Web Service Extension 29 Setting Up IIS v7.
Quick Start Guide Setting Up the Batch Portable Utility Options 41 Installing the CE Batch Portable Application on the Handheld Device 41 Opening the Batch Portable Application 43 Configuring the ITI Registration Application Pool 44 CHAPTER 4 Registration 47 The IntelliTrack License Service Registering your Software 47 48 Using the License Manager to Register and Activate your ISRP Software 48 Using the IntelliTrack Registration Website to Register and Activate your ISRP Software 49 Calling Intelli
IntelliTrack ISRP v7.
Quick Start Guide CHAPTER 1 Getting Started Welcome to IntelliTrack ISRP (Inventory, Ship, Receive, Pick). System Requirements Before you begin ISRP installation, be aware of the latest system requirements. Your system should, at a minimum, meet these requirements. Application requirements are listed for the database, server, workstation and CE Batch Portables. System Requirements Component Requirement Computer and Processor 2.
IntelliTrack ISRP v7.1 System Requirements Operating System Microsoft Windows XP with Service Pack (SP) 2 or higher, Windows Server 2003 with SP 1 or higher, Windows Vista Home Premium, Vista Business, Vista Ultimate Other SQL 2000, SQL 2005, SQL 2005 Express Internet Information Services (IIS) Microsoft ActiveSync 4.5 on Windows XP, Windows 2003 Server, or higher Windows Mobile Device Center 6.
Quick Start Guide data backup information, please refer to your User Manual or the online help. Warning: To ensure against loss of data, make sure that you have created a backup copy of your database before removing the previous software version. Do not remove your previous software version until you have created a backup copy of your database. To remove the previous software version, use the Windows control panel to Add/Remove Programs and remove the ISRP workstation application from your computer.
IntelliTrack ISRP v7.1 Required Network/System Information • Application Directory: Make sure you know which machine IntelliTrack ISRP will be installed on, and the drive letter of the \IntelliTrack ISRP directory (where the application executable resides). Note: The application directory represents the target path where the workstation application executable resides.
Quick Start Guide tion application, Internet Information Services (IIS), Microsoft ActiveSync, Windows Active Directory Authentication, Microsoft SQL Server, and Microsoft SQL Server CE.
IntelliTrack ISRP v7.1 Required Batch Portable Settings IntelliTrack ISRP uses Remote Data Access (RDA) for workstation database and portable application database communication. RDA must be configured. In addition, if you use the Microsoft Windows Vista operating system, you must turn on specific IIS settings. Remote Data Access (RDA): Your workstation application database and your CE batch portable application database use Remote Data Access to communicate with each other.
Quick Start Guide Turning On IIS 1. IIS and the required features are turned on at the Windows Features 2. 3. 4. 5. 6. window. Click Start > Control Panel. The Control Panel selections appear. Select Control Panel Home from the task bar found along the left hand side of the window. From the selections that appear in the right pane of the window, select Programs. The Program options appear in the window.
IntelliTrack ISRP v7.1 2. Click the plus sign next to the World Wide Web Services selection; the options available for this category appears. 3. Click the plus sign next to the Application Development Features 4. 5. 6. 7. selection, the options available for this selection appear. Mark the check box next to the following options to turn on these features: .NET Extensibility, ASP.NET, ISAPI Extensions, and ISAPI Filters.
Quick Start Guide CHAPTER 2 Installing your Application IntelliTrack ISRP v7.x operates in a network environment and involves application and server setup. It is available in two versions: • Single Workstation Setup: Uses MSDE or SQL Server to run the • ISRP database. Network Workstation Setup: Requires SQL Server to run the ISRP database. Installation Terms During workstation application installation, you will come across various terms.
IntelliTrack ISRP v7.1 • Database: The collection of data that is found in the ISRP application. • • In order to run IntelliTrack ISRP, you must establish the database connection. Authentication: The method that IntelliTrack ISRP uses to validate your PC’s user status with your SQL Server login name and password. When installing the ISRP workstation application, you must know your SQL Server Authentication type. It is either SQL Authentication or NT Authentication.
Quick Start Guide 3. The Destination Location window appears. By default, IntelliTrack ISRP will be installed in C:\Program Files\IntelliTrack\ISRP. If you want to change the default location, click the Browse button and navigate to the desired location. When the location is correct, click Next to continue. 4. The Backup Replaced Files window appears. It asks you if you want to create backups of all files replaced during the installation.
IntelliTrack ISRP v7.1 please contact your network administrator. Please note that the database may not function properly if special characters or spaces are used in the database name; hence, do not include special characters (dashes, punctuation, or quotes) or spaces in the database name. Username and Password: Provide your server login information in the Username and Password fields.
Quick Start Guide settings. Mark the Automatically Configure IIS check box to install the Create IIS Dependencies Utility. When SQL Server and IIS reside on different computers, you must manually configure the IIS settings; do not mark the Automatically Configure IIS check box to install the Create IIS Dependencies Utility. For more information about IIS setup, please refer to “CE Batch Setup Requirements” on page 21. Please see your network administrator if you have any questions about IIS setup. 8.
IntelliTrack ISRP v7.1 Note: If you already have SQL Server, SQL Express, or MSDE installed on your machine, the installation wizard will detect it and will not install MSDE. It will only install the database. 1. Insert the CD in the CD-ROM drive. The Welcome window appears, welcoming you to IntelliTrack ISRP. Click Next to continue. 2. The Registration Information window appears. It contains three fields: Name: Enter the name of the registered owner in this field.
Quick Start Guide • MSDE/SQL Server: (Local) is automatically filled in by the installation wizard. Enter the server name and server instance (if applicable), the database name, and the server login information in this window. • Database: The name of the database is automatically filled in by the Installation Wizard. If the database name is different, please enter the name in this field. If you do not know the name of the database, please contact your network administrator.
IntelliTrack ISRP v7.1 6. The Configure IIS window appears. This window contains the Auto- matically Configure IIS option, which pertains to systems that use CE Batch portables. When performing a separate server installation, UNMARK this check box. (Do not select this option during a separate server installation.) If you are using CE Batch, you must configure IIS manually when you install a separate server installation.
Quick Start Guide the database installed on your network BEFORE you install the workstation application. Before you begin installing the workstation application, be sure you know the MSDE/SQL Server machine and the database name. To install the workstation application on a local machine: Important: Be sure that you have installed the database on your system BEFORE you begin workstation application installation.
IntelliTrack ISRP v7.1 place the backup directory somewhere else, click the Browse button and navigate to the network location in which you want to place the backup directory. • When you are ready to continue, click Next. 6. The MSDE/SQL Server Information window appears. MSDE or SQL Server is an application that manages and runs your IntelliTrack database. If you are upgrading to v7.
Quick Start Guide • NT Authentication: If your system uses NT Authentication, mark the NT Authentication check box; if your system uses NT Authentication, you will use your Windows username and password when you log into MSDE or SQL Server. When you are ready to continue, click Next. 7. The IntelliTrack License Service window appears. The license service manages the registration and activation for IntelliTrack ISRP. IntelliTrack ISRP requires one copy per network of the license service.
IntelliTrack ISRP v7.1 After the files are installed, an update system configuration notice appears. 12. After the ISRP files have been copied to your computer, the Installing window closes and a system update notice appears. 13. When installation is finished, the Finish window appears. Click Finish to close this window and exit the Installation Wizard.
Quick Start Guide CHAPTER 3 Batch Portable Setup and Installation If you elect to install the Batch Portable component, please consult this chapter for CE Batch setup and CE Batch application installation on the batch portable device. Important: Make sure your batch portable device is a supported device. For a complete list of supported devices, please refer to the hardware matrix on our website: www.intellitrack.net/hardwarematrix/hardwarematrix.aspx.
IntelliTrack ISRP v7.1 For Windows Vista Operating Systems: Your batch portable device and your PC use the Windows Mobile Device Center Software for Vista and the Sync Center to communicate with each other. Make sure that a two-way sync partnership is established between your PC and your device. Also, make sure that your device is a sync center supported device that uses Windows Mobile Device Center software. 2.
Quick Start Guide If you use IIS v7.0, you must turn IIS on and enable specific settings PRIOR to installing ISRP. Please refer to “Required Batch Portable Settings” on page 6. Please see your network administrator if you have questions about the network connection status on your computer or any questions about IIS. 6. The Sync URL setting is the network path to the remote server/IIS location. The Sync URL dll allows the batch portable device to communicate with the workstation application database.
IntelliTrack ISRP v7.1 Remote Data Access Configuration Options Before you install the CE Batch application on the batch portable device, you must determine and configure the Remote Data Access configuration option for your system. Important: Remote Data Access setup deals with advanced network settings. Consult your system administrator to determine the best Remote Data Access (RDA) setup option for your system. IntelliTrack ISRP applications support four basic RDA configurations.
Quick Start Guide Option 2: Uses two computers. The workstation application, IIS, and ActiveSync or Windows Mobile Device Center Software for Vista reside on one local computer; SQL Server resides on a remote computer. This option only works in a domain environment with SQL Server or SQL Express. It DOES NOT work with MSDE. When you use this option, please be aware of the following security requirements: • • • • • The installer must have administrative privileges on the PC.
IntelliTrack ISRP v7.1 • • Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility (Start > Programs > IntelliTrack > IntelliTrack Application > Create IIS Dependencies) may be used to configure IIS and SQL Server permissions with this setup option. When you run the IIS Utility, it creates the virtual directory, and adds the Internet user to the WMS_USER role in SQL Server. Verify the Sync URL setting in the Batch Portable Utility.
Quick Start Guide Manually Configuring Internet Information Services in Windows XP Operating Systems If you use a Remote Data Access configuration in which IIS and SQL server reside on different computers, you must manually configure IIS to run with the domain account. 1. Create a new domain user or select an existing user.
IntelliTrack ISRP v7.1 Vista Operating System and need to manually configure IIS to run with the domain account, please refer to the following information.You must have administrative privileges to change permissions and create folders in the IIS Manager. 1. First, make sure the following folder was created during ISRP installa- 2. 3. 4. 5. 6. tion: C:\Program Files\Common Files\IntelliTrack\IIS. The following file sqlcesa35.
Quick Start Guide please refer to “Remote Data Access Setup” on page 23. The Sync URL setting is found in the Options form\System tab of the ISRP Batch Portable Utility. To reach the Sync URL setting, for viewing or editing, please refer to the instructions that follow. 1. From the workstation application, select Portable > Synchronize CE Device from the menu bar to open ISRP Batch Portable Utility. Log into the utility. 2. Form the Main menu in the ISRP Batch Portable Utility, select Tools > Options.
IntelliTrack ISRP v7.1 Important: If you do not enable the ISRP web extension in IIS v6, you cannot synchronize the ISRP workstation application and the batch portable application databases. 1. From the Control Panel options, select Adminstrative Tools. 2. The Administrative Tools available appear on the screen. 3. Next, select Internet Information Services (IIS) Manager. The Inter- net Information Services Manager options appear. 4.
Quick Start Guide Important: If you do not enable the ISRP web extension in IIS v7, you cannot synchronize the ISRP workstation application and the batch portable application databases. 1. Go to Control Panel > Administrative Tools and open Internet Infor- mation Services (IIS) Manager. 2. In the left pane, select the top level node on the left with the computer name. 3. In the right pane, open ISAPI and CGI Restrictions. This will display a list of applications. 4.
IntelliTrack ISRP v7.1 (RDA) to communicate with each other. This Remote Data Access (RDA) involves six components: • • • • • • the workstation application Internet Information Services (IIS) Microsoft ActiveSync or Microsoft Windows Mobile Device Center Software for Vista Windows Active Directory Authentication Microsoft SQL Server; and Microsoft SQL Server Compact Edition For a detailed explanation of RDA components, please refer to the Remote Data Access information in the application’s CE help.
Quick Start Guide • • • • • The installer must have administrative privileges on the computer. This option works with SQL Server Authentication or NT Authentication. A domain user account is not required. Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility (Start > Programs > IntelliTrack > ISRP > ISRP Application > Create IIS Dependencies) may be used to configure IIS and SQL Server permissions with this setup option.
IntelliTrack ISRP v7.1 name}/sqlcesa35.dll. For more information about the Sync URL setting, please refer to “Sync URL Setting” on page 28. Option 3: Uses two computers. The workstation application, and Microsoft ActiveSync or Windows Mobile Device Center Software for Vista reside on the local computer. IIS, the workstation application, and SQL Server reside on a remote computer. This option works in a domain and workgroup environment; it only works with SQL Server.
Quick Start Guide • • • • You may only use SQL Server Authentication for logging into SQL Server. A domain account is required. Since IIS and SQL Server reside on different computers, the Create IIS Dependencies Utility cannot be used. The installer must manually configure IIS dependencies on each PC.
IntelliTrack ISRP v7.1 4. If the system drive on the computer uses NTFS, manually assign full control permissions to the Internet user on the physical location of the virtual directory. Replace permissions on all sub folders and files to ensure that the Internet user can create files and execute programs. 5. The Internet user’s domain account must be added to the WMS_USER role in the database. This requires knowledge of SQL Administration.
Quick Start Guide 6. Configure the IntelliTrack virtual folder to point to the physical path of the IntelliTrack folder created above (C:\Program Files\Common Files\IntelliTrack\IIS). (The virtual folder physical path is configured from the Edit Application window. Reach this window by selecting the IntelliTrack virtual folder and then selecting Edit Application > Basic Settings in the task bar to the right.
IntelliTrack ISRP v7.1 example: http://{IIS computer name}/{virtual directory name}/sqlcesa35.dll. For more information about Remote Data Access configuration options, please refer to “Remote Data Access Setup” on page 23. For more information about manually configuring IIS, please refer to “Manually Configuring Internet Information Services in Windows XP Operating Systems” on page 27 or “Manually Configuring Internet Information Services in Windows Vista Operating Systems” on page 27. Setting Up IIS v6.
Quick Start Guide tion should be similar to this: C:\Program Files\Common Files\IntelliTrack\IIS\sqlcesa35.dll.) 8. Mark the Set extension status to Allowed check box. 9. Next, click the OK button to close the New Web Service Extensions window and return to the Web Services Extension portion of the IIS Manager window. 10. The Internet Information Services (IIS) Manager window appears. The Web Service Extensions portion is still selected. The IntelliTrack Web Service Extension status has been set to Allowed.
IntelliTrack ISRP v7.1 6. In the right pane of the window, double-click the Handler Mappings selection; the Handler Mappings list appears. 7. In the Name column, ISAPI-dll should be displayed. If it exists, verify the settings: Request path: *.dll; Module: IsapiModule; Name: ISAPIdll. If ISAPI-dll does not exist in the list, you must add it. To add ISAPI-dll, select Add Module Mapping under the Actions selection found in the right pane of the window; the Add Module Mappings dialog appears.
Quick Start Guide 17. In the left pane of the window, right-click on the Default Website node; a right-click menu appears. Select Restart from the right-click menu. Verifying RDA Setup To verify that your IIS dependencies are setup and functioning properly, go to the Options form\System tab in the Batch Synchronization Utility (to open this form, select Tools > Options from the menu bar). Type your Sync URL setting into your Internet browser’s address bar. Next select the Test Sync URL button.
IntelliTrack ISRP v7.1 Important: Make sure the Remote Data Access components for your system are configured and working properly before continuing with CE Batch portable installation. For more information about Remote Data Access configuration, please refer to “Remote Data Access Configuration Options” on page 24. 1. Select Portable > Synchronize CE Device from the menu bar in the workstation application. The Batch Portable Utility appears. 2.
Quick Start Guide Application or Scanning Control Libraries Specific to your Hardware Manufacturer: used with the handheld device. 8. Next, click the Install button to begin installing the Batch Portable application and the selected components. 9. The components will begin installing to the device. As each component is installed, a prompt appears in the Batch Portable Utility: Click Yes to begin installing the component to the handheld device.
IntelliTrack ISRP v7.1 Configuring the ITI Registration Application Pool This section applies to the Windows Vista Operating System or the Windows Server 2008 Operating System. If you are using the Windows XP operating system, this section does not apply to you. If you are using the Windows Vista or Windows Server 2008 Operating System, you must configure the ITIRegistration Application Pool in IIS Manager in order to upload data to the workstation application.
Quick Start Guide 5. In the Advanced Settings window, note the highlighted application pool: Application Pool in the General section of the window; this is the ITIRegistration Application Pool. Click OK to close the Advanced Settings window. 6. Next, select Application Pools in the left navigation pane of the window. 7. The Application Pools appear in the right pane; select the ITIRegistration Application pool (see steps 5 and 6 to determine which application pool is the ITIRegistration application pool).
IntelliTrack ISRP v7.
Quick Start Guide CHAPTER 4 Registration You must register and activate your software to use the fully licensed version. When registering and activating your ISRP software, you must have access to the IntelliTrack License Service, and you must have your product serial number available.
IntelliTrack ISRP v7.1 The License Manager is used to add your license to the license service and to monitor your IntelliTrack software licenses. You may open the License Manager in two ways: by using the License Service Tray icon or by using your computer’s Start menu. • • Computer Start Menu: To open the license manager from your computer’s Start menu, select Start > Programs > IntelliTrack > License Service > License Administration Console.
Quick Start Guide 1. Select Start > Programs > IntelliTrack > License Service > License Administration Console to open the license manager. 2. From the menu bar in the License Manager, select File > Add License > Via Web. The Product Registration dialog appears. 3. If you do not have an account with us, click the New Account button in 4. 5. 6. 7. the New Users section of the Product Registration dialog. The Registration form appears; enter your user information in this form.
IntelliTrack ISRP v7.1 5. After the product is successfully registered, click the Activate Devices link at the top of the page. 6. The number of licenses for each type of license or device is displayed. In addition, the Download License button appears. 7. Click the Download License button to send the license file to your local computer. 8. Open the IntelliTrack License Manager by selecting Start > Programs > IntelliTrack > License Service > License Administration Console. 9.
Quick Start Guide 1. Call IntelliTrack Technical Support (888.583.3008 option 6) to register your ISRP software and receive a license file. 2. When you receive your license file from IntelliTrack, place it on your local computer. 3. Open the IntelliTrack License Manager, by selecting Start > Pro- grams > IntelliTrack > License Service > License Administration Console. 4. From the IntelliTrack License Manager on your local computer, select File > Add License > Browse. The Load License File dialog appears.
IntelliTrack ISRP v7.1 • • • • Remove the IntelliTrack License Service from your system. First, close your ISRP v7.x software applications both on the workstation and on the handheld. If you are re-installing it, use the Windows control panel to reach Add/ Remove Programs and remove the IntelliTrack ISRP, the IntelliTrack License Client, and the IntelliTrack License Service.
