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IntelliTrack DMS™ (Data Management System)

Package Track SQL v7.0

User Manual

Rev. C.2 (August 2009)

documentation or the procedures described therein may be reproduced or

transmitted in any form or by any means without prior written permission

of IntelliTrack, Inc. Owners of IntelliTrack products are hereby granted a

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Summary of content (230 pages)

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Reasonable measure have been taken to ensure that the information included in this manual 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.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Software License Agreement THIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF OF LICENSE TO USE THIS INTELLITRACK SOFTWARE PROGRAM (THE “SOFTWARE”) UNDER THE TERMS DESCRIBED BELOW.
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vided by ITI, and (ii) you may not impair or misrepresent to end-users the functionality of the customized SOFTWARE; (3) install the SOFTWARE on as many workstations as desired as long as your total number of concurrent users does not exceed the number of licenses you have purchased; (4) make one copy of the SOFTWARE in machine-readable form solely for backup purposes, provided that you reproduce all proprietary notices on the copy, including copyright, trademark and any other similar notice of ITI's propri
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual return of the price paid or (b) repair or replacement of the SOFTWARE. This guarantee does not apply to the SOFTWARE that has been customized by or for you, or if failure of the SOFTWARE has resulted from accident, abuse or misapplication. Outside of the United States, these remedies are not available without proof of purchase from an authorized non-U.S. source.
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Government Restricted Rights Legend; International Use Use, duplication or disclosure by the United States Government is subject to restrictions of Restricted Rights for computer SOFTWARE developed at private expense as set forth in FAR Sec. 52.227-19 or DOD FAR Supplement Sec. 252,227-7013(c)(1)(ii), and successor thereof, as applicable. If you are sublicensing or using the SOFTWARE outside of the United States, you will comply with the applicable local laws of your country, U.S.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Manual Revision History vi Manual Change (Rev. B, March 2009) Description Chapter 4: System Options For upgrading customers using SQL 2000 (MSDE), a batch utility option for data backup and restore is available, “IntelliTrack Utilities for Data File Backup and Restore” on page 55. Chapter 4: System Options A new section that explains the Wireless Batch option for data syncing, “Wireless Batch Option” on page 69.
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Manual Change (Rev. C, June 2009) Chapter 2: Installation Manual Change (Rev. C.1, July 2009) Description Updated the Sync URL Setting section to explain new test buttons: “Sync URL Setting” on page 34. Description Chapter 4: System Options Added new section to explain the procedure for setting proper permissions to the databackup folder, if using the backup.bat utility for data file backup: “Databackup Folder Permissions” on page 56.
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INTELLITRACK DMS: PACKAGE TRACK V7.
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Table of Contents Software License Agreement....................................................................................... ii License.................................................................................................................. ii 30-Day Guarantee; Disclaimer ............................................................................ iii Limitation of Liability .........................................................................................
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual RDA Setup: Option 2 .......................................................................................... 21 Security Requirements: Option 2................................................................. 21 RDA Setup Option 3 ........................................................................................... 22 Security Requirements: Option 3................................................................. 22 RDA Setup Option 4 ...............
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Working with the Database ........................................................................................ 53 Viewing or Changing the Database Connection Setting..................................... 53 Back-End (Data File) Maintenance .................................................................... 54 Data File Backup and Restore with SQL Server and SQL Express ................... 54 IntelliTrack Utilities for Data File Backup and Restore ..................................... 55 Batch Utilities.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Editing a Carrier.................................................................................................. 90 Deleting a Carrier................................................................................................ 91 Carrier Tracking Number Formats ............................................................................. 91 Adding or Editing a Carrier’s Tracking Number Format....................................
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Adding or Modifying a Custom Report............................................................ 121 Import and Export File Options........................................................................ 122 Importing a Report File ............................................................................. 122 Exporting Report Definitions .................................................................... 124 CHAPTER 8: Package Maintenance ................................................127 Introduction.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Viewing Delivered Packages ..................................................................... 153 Viewing Undelivered Packages ................................................................. 153 Viewing Recipients.................................................................................... 153 Purging Data......................................................................................................
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Packages ........................................................................................................... 201 Packages Archive.............................................................................................. 202 Package Types .................................................................................................. 202 Recipients ......................................................................................................... 203 Recipients Archive....................
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INTELLITRACK DMS: PACKAGE TRACK V7.
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CHAPTER 1 Overview Introduction 2 Application Requirements 3 Additional System Options 3 1
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction The IntelliTrack Package Track application integrates with Microsoft ActiveSync software, and consists of: • the Package Track Batch Portable Application application; • the Package Track Workstation Application application. The Package Track Batch Portable Application is designed to be used when packages arrive at your facility.
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Chapter 1 Overview Application Requirements Important:Application requirements and system options are subject to change without notice. For the most up-to-date listing of Package Track application requirements and system options, please contact us or visit our web site at www.intellitrack.net. Your Package Track software application contains client, server and batch portable requirements. Please refer to your Quick Start Guide for a complete list of Package Track application requirements.
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INTELLITRACK DMS: PACKAGE TRACK V7.
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CHAPTER 2 Installation Introduction 6 Setting Up your System 6 Batch Portable Application Setup Requirements 7 Internet Information Services (IIS) v7.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction Package Track installation comprises three main steps. 1. Setting up your system for batch portable application communication. 2. Installing the Package Track workstation application and the Package Track database on your system. 3. Installing the Package Track batch portable application on each handheld device that will be using it.
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Chapter 2 Installation Batch portable application setup and handheld installation involve Remote Data Access (RDA) setup on your PC, Batch Synchronization Utility setup on your PC, and batch portable application installation on your batch portable device. Remote Data Access (RDA) setup and Batch Synchronization Utility setup must be completed PRIOR to batch portable application installation on the portable device.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 2. Internet Information Services (IIS): A tool that your handheld device uses to communicate with the database. IIS is included with Windows 2000, Windows XP, Windows Vista, and Windows 2003 Server. IIS must be properly setup and configured before the SQL Server and the SQL CE databases will communicate (please refer to “Remote Data Access (RDA) Components Setup” on page 17 for more information). Additionally, if you use Windows Vista/IIS v7.
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Chapter 2 Installation your device is a sync center supported device that uses Windows Mobile Device Center software. 4. Windows Active Directory Authentication: Network permissions used by a Windows network in a domain setting. Active Directory Permissions must be allowed for PCs in the network domain that receive data from the batch portable application. Note: Active directory is not used in a workgroup setting. In a workgroup setting, local permissions are used. 5.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual enable the required features BEFORE installing IntelliTrack DMS Package Track and the batch portable component. To turn IIS on and enable the required features for DMS Package Track batch portable application, please refer to the instructions that follow. Enabling IIS Turning on the IIS Web Management Tools 10 To turn on IIS, please refer to the instructions that follow. 1. IIS and the required features are turned on at the Windows Features window.
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Chapter 2 Installation Turning on the IIS World Wide Web Services To turn on the IIS World Wide Web Services features: 1. After you turn on the IIS Web Management Tools features, turn on the IIS World Wide Web Services features from the Windows Features window. 2. Click the plus sign next to the World Wide Web Services selection; the options available for this category appear. 3.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual your Desktop Computer” on page 14 for information on PC-device com- munication. Please be aware of the system requirement for the Microsoft ActiveSync version; it can be found in the Quick Start Guide or the product release notes found on the IntelliTrack website (www.intellitrack.net). If the required Microsoft ActiveSync version is already installed on your computer, skip ahead to the next section, “Required ActiveSync Setting” on page 12.
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Chapter 2 Installation • Make sure the Allow network (Ethernet) and Remote Access Service (RAS) server connection with this desktop computer check box is marked. • Click the OK button to save your settings and close the window. Microsoft ActiveSync v4.0 and higher In the Microsoft ActiveSync application, click File > Connection Settings. The Connection Settings window appears. • In the Connection Settings window, make sure the Open ActiveSync when my device connects check box is marked.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Setting Up a Partnership Connect your handheld device to your Desktop Computer by means of a cradle, cable, or infrared connection, and establish a partnership between the computer and the handheld according to the instructions that came with your handheld device. If a partnership is already established between your handheld device and your computer, you are already able to sychronize the data.
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Chapter 2 Installation Windows Mobile Device Center software, it will download and install it automatically from the Microsoft website when you place the device in the cradle. If your computer is not connected to the Internet, you must download and install the Windows Mobile Device Center for Windows vista software from the Microsoft website www.microsoft.com/windowsmobile/ devicecenter.mspx.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Installing Package Track on your Desktop Computer Important:For complete information on installing Package Track on the workstation(s), please refer to your Quick Start Guide. This section provides an overview of the workstation installation process. After you have setup up IIS, established PC and device communication, and checked your firewall settings, you are ready to install Package Track on the workstation(s) that will be using it.
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Chapter 2 Installation Opening the Software on the Desktop Computer • Database: The collection of data that is found in the Package Track SQL application. In order to run IntelliTrack Package Track SQL Server, you must establish the database connection with the server. • Authentication: The method that IntelliTrack Package Track SQL uses to validate your PC’s user status with your SQL Server login name and password. When installing the application, you must know your SQL Server authentication type.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual table application database use Remote Data Access to communicate with each other. RDA includes several components, which must be configured BEFORE you install the batch portable application on the handheld device. RDA includes the workstation application, Internet Information Services (IIS), Microsoft ActiveSync, Windows Directory Authentication, Microsoft SQL Server, and Microsoft SQL Server CE.
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Chapter 2 Installation RDA Setup: Option 1 • Domain Name: network domain name that the Batch Portable application and database will use to communicate with each other. The Domain Name is usually assigned by the network administrator. It s only used in a domain environment. • Domain Security Account: requires a username and password for logging into IIS services. It is only used in a domain environment.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual The following applications are installed on the same computer: --IntelliTrack Workstation Application --Microsoft ActiveSync or Windows Mobile Device Center for Vista software --IIS --MSDE, SQL Express, or SQLServer Option 1 Considerations 1. Works in both a domain and workgroup network environment. 2. Recommended when using one workstation and one or more handheld devices. 3. Works with SQL Server, SQL Express, and MSDE.
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Chapter 2 Installation RDA Setup: Option 2 This option uses two computers: the IntelliTrack workstation application, IIS and ActiveSync or Windows Mobile Device Center software reside on the local computer; SQL Server resides on a remote computer. Local Computer Contains: --IntelliTrack Workstation Application --Microsoft ActiveSync or Windows Mobile Device Center for Vista Software --ISS Remote Computer Contains: --SQL Server Warning:This RDA setup option does not work with MSDE.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 5. RDA Setup Option 3 Set the Sync URL setting in the Batch Synchronization Utility to: http:/{IIS Computer name}/{virtual directory name}/sqlcesa35.dll. For more information about the Sync URL setting in the Batch Synchronization Utility, please refer to “Sync URL Setting” on page 34. This option uses two computers; the IntelliTrack workstation application and ActiveSync or Windows Mobile Device Center are installed on the local computer.
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Chapter 2 Installation 2. You may use SQL Server Authentication or NT Authentication with SQL Server. 3. A domain user account is not required. 4. Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility (Start > Programs > IntelliTrack > DMS > DMS application > Create IIS Dependencies) may be used to configure IIS and SQL Server permissions with this setup option.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Warning:This RDA setup option does not work with MSDE. You must use SQL Server or SQL Express with this RDA setup option. Option 4 Considerations 1. Works in a domain environment only. 2. Works with SQL Server only. Security Requirements: Option 4 When you use Remote Data Access Setup: Option 4, please be aware of the following security requirements. 1. Installer must have administrative privileges on the PC. 2.
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Chapter 2 Installation 2. Manually configure IIS by: Creating a virtual directory with the physical location pointing to C:\Program Files\Common Files\IntelliTrack\IIS. Make a note of the virtual directory name. The virtual directory should have read and write permissions. Create an application and change Executable Permissions to Script and Executables. Manually Configuring Internet Information Services in Windows Vista Operating Systems 3.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Setting up IIS v6.0 to Allow the DMS Web Service Extension 26 5. From the IIS Manager, create a virtual folder called IntelliTrack under the Default Website. 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.
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Chapter 2 Installation 6. Enter DMS in the Extension name field. 7. Next, click the Add button in the Required files portion of the window. The Open window appears. Browse to the network location of the sqlcesa35.dll file and select it. It appears in the Find field. Click the Open button to close the Open window and place the file location in the Required files portion of the window. (For example, the file location should be similar to this: C:\Program Files\Common Files\IntelliTrack\IIS\sqlcesa35.dll.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Setting Up IIS v7.0 to Allow the DMS Web Service Extension 28 If you are using IIS v7.0 and Windows Vista, you must enable the web service extension to allow the DMS Sync URL dll to run. Note: If you do not enable the DMS web extension in IIS v7, you cannot synchronize the DMS workstation application and the handheld/batch portable application databases. 1. Go to Control Panel > Administrative Tools and open Internet Information Services (IIS) Manager.
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Chapter 2 Installation If it exists, double-click to open the Edit ISAPI or CGI Restriction dialog and make sure that the ISAPI or CGI path is pointing to the correct sqlcesa35.dll. The description should be SQL Server Compact Edition and the Allow extension path to execute check box should be marked. •If SQL Server Compact Edition does not exist, right-click on the empty space; a context-sensitive menu appears. Select Add from the right-click menu; the Add ISAPI or CGI Restriction dialog appears.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Add SQL Server Compact Edition and apply the settings outlined above in Step 4. 5. Select the top level node (with the compute name) in the left pane of the window. 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.
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Chapter 2 Installation 8. The Edit Module Mapping window appears; make sure that these values are set in this window: Request path:*.dll; Module: IsapiModule; Name: ISAPI-dll. 9. In the Edit Module Mappings window, click the Request Restrictions... button. 10. The Request Restrictions window appears. The Mapping tab is to the front. In the Mapping tab of this window, make sure that the Invoke handler only if request is mapped to check box is marked. Make sure that the File option is selected.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 32 11. In the Request Restrictions window, click the Verbs tab to bring this portion to the front. In the Specify the verbs are to be handled field, select the All verbs option. 12. Click OK to close the window. 13. When the ISAPI-dll mappings are complete, set the handler permissions. Click Edit Handler Permissions... under Actions in the right pane of the window. The Edit Handler Permissions window appears.
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Chapter 2 Installation 14. Make sure that the Read, Script, and Execute check boxes are marked. 15. 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.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Reaching the Batch Synchronization Utility Note: The Batch Synchronization Utility is reached through the workstation application. Please refer to your Quick Start Guide for information about installing the workstation application. After the workstation installation is complete, you may access the DMS Batch Synchronization Utility through the workstation application. 1.
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Chapter 2 Installation depends upon your Remote Data Access configuration. For more information about setting up Remote Data Access for your system, please refer to “Remote Data Access (RDA) Components Setup” on page 17. 1. From the Main screen, click the Preferences tab to bring this portion of the form to the front. 2. Verify that the Sync URL setting matches the network path to the sqlcesa35.dll by clicking the Test button.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual If this screen does not appear, your batch registration is not set properly. We recommend calling IntelliTrack technical support at 888.583.3008, option 6 for help with your batch registration configuration. Installing Package Track on the Handheld Device Before you can begin transferring Package Track data from your handheld device, you must install the Package Track application on your handheld device.
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Chapter 2 Installation 2. Click the Installation tab to bring this section of the utility to the front. 3. Click the drop-down arrow in the Select an installation field, and select the handheld device and operating system that you will use with the Batch Portable application from the list that appears. After your device is selected, click the Install button to install the handheld application.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 38 4. After your device is selected, click the Install button to install the handheld application. A dialog box appears, asking you to make sure your handheld device is connected and ready to install the portable application. Click OK to close the dialog box and continue installing the batch portable application. 5. The Installation Setup Wizard appears, welcoming you to the setup wizard.
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Chapter 2 Installation Package Track CE Client: The Batch Portable application, which is sent to the portable device. .NET Compact Framework: the .NET Framework is device dependent. SQL Server Compact Edition: the SQL Server Batch Portable Application Scanning Control Libraries Specific to your Hardware Manufacturer: used with the handheld device. 8. To install all four components, click the drop-down arrow in the Select the type of install field and select Full from the list that appears. 9.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 10. When you are ready to continue, click the Install button. If you want to exit the setup wizard, click the Cancel button. If you want to return to any previous window in the setup wizard, click the Back button. 11. The components will begin installing to the device. As each component is installed, a prompt appears in the Batch Synchronization Utility: Click Yes to begin installing the component to the handheld device.
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Chapter 2 Installation Registration Guidelines IntelliTrack DMS contains a license service to track your software’s registration and activation status. The license service is installed with your product and runs automatically. You must register and activate your software to use the fully licensed version of your DMS software. Please have your product serial number available when you register and activate DMS.
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INTELLITRACK DMS: PACKAGE TRACK V7.
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CHAPTER 3 Getting Started Introduction 44 Opening Package Track 44 Moving through Package Track 45 Entering Information 47 System Options 48 The Help Menu 48 Exiting Package Track 49 Technical Support 49 By the IntelliTrack Website By Email By Telephone Technical Support Settings in Package Track 49 50 50 50 43
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction Package Track contains two applications: a workstation application and a batch portable application. 1. The Package Track Workstation Application is used to interface with and maintain the Database; it is installed on a desktop computer. 2. The Package Track Batch Portable Application is used to receive and deliver packages; it is installed on a handheld device with an integrated scanner.
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Chapter 3 Getting Started Package Track main window, as displayed upon application startup Moving through Package Track You are able to move through the application in two ways: • from a navigation menu • from the menu bar Using the Navigation Menu The Package Track application’s main window contains a Navigation Menu, which is always the same, no matter which application area you choose to go to. This menu is located along the left side of the main window.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Navigation Menu Application Area: The application area displayed will change depending upon the area you select in the Navigation Menu. In this example, the Reports area has been selected. Using the Menu Bar You may also navigate within Package Track from the menu bar. The menu bar resides underneath the Title Bar, and contains five menus: File, Configuration, Reports, Maintenance, and Help.
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Chapter 3 Getting Started 2. From the Configuration menu selections, choose Options; the Options window appears: Entering Information You are able to add, edit, and delete system information such as users, recipients, mailrooms, carriers, package locations, and package types. For more information about entering information in Package Track, refer to “Data Entry” on page 71.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual System Options Before you enter information, it is a good idea to set your system options. For more information about setting system options, refer to “System Options” on page 51. The Help Menu The Package Track Help Menu provides you with application resources. Options include online help, an electronic User’s Manual, product registration, licensing and version information. To reach the Help menu options, click Help in the main menu.
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Chapter 3 Getting Started Exiting Package Track You are able to exit the Package Track application on the desktop computer in the following ways: 1. Select File > Exit from the menu bar. 2. Click the Windows Close Icon in the upper right hand corner of the window. 3. Click the Exit button in lower left hand corner (navigation menu area) of the main window. 4. Press the key on your keyboard. Note: It is a good idea to close the Package Track application before shutting down your computer.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual By Email You may Login as a registered user to access your account information via the IntelliTrack website (www.intellitrack.net). From your account page, you may click the Contact Technical Support Link along the left side of the page. The Email Technical Support page appears displaying an email form addressed to support@intellitrack.net. Write a detailed explanation of the problem, and send it to us for processing.
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CHAPTER 4 System Options Introduction 52 Setting System Options 52 Reaching the Options Window 52 Working with the Database 53 Viewing or Changing the Database Connection Setting 53 Back-End (Data File) Maintenance 54 Data File Backup and Restore with SQL Server and SQL Express 54 IntelliTrack Utilities for Data File Backup and Restore 55 Setting Security 60 Technical Support Settings 61 Transferring Data 62 Sending Data to the Batch Portable Application 63 Uploading Data from the Handheld
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction Before you transfer any data between the Package Track Workstation Application and the Package Track Batch Portable Application, you should set security and synchronization options. Also, it is a good time to choose your database location. For more information about the available options, and database choices available in Package Track, please refer to the following sections.
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Chapter 4 System Options Working with the Database The database connection is set at database installation. If this location changes, you must update your database connection settings at the Data Link Properties form. Please refer to the next section for more information. Viewing or Changing the Database Connection Setting The Data Link Properties form is reached from the Options window. 1. Click the Options button in the Package Track Setup window to reach the Options window. 2.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Back-End (Data File) Maintenance Data File Backup and Restore with SQL Server and SQL Express 54 3. To change the server connection: In the 1. Select to enter a server name field, click the drop-down arrow and select the server name\instance name (if you are using an instance name) on which the Package Track data file resides from the list that appears. If it is not listed type the server name in this field. 4. In the 2.
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Chapter 4 System Options IntelliTrack Utilities for Data File Backup and Restore When you use MSDE, the following data backup and restore procedure is available. Batch Utilities Backup and Restore batch utilities may be used to perform a daily database backup and a restore on the last backup. Note: When you are using MSDE (without the full version of SQL Server) without a full version of Microsoft Access, this is the only backup and restore option available.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Databackup Folder Permissions Important: The databackup folder in your program directory must have proper permissions in order to create a backup database with the backup utility. In order to back up your database with the backup.bat utility, the databackup folder in your IntelliTrack Program directory must have read/write access for the service account that SQL Server uses for the server instance containing the database being backed up.
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Chapter 4 System Options 3. Next, select the databackup folder in your IntelliTrack program directory, and then right-click to view the right-click menu. 4. Select Properties from the right-click menu. The databackup Properties window appears.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 58 5. In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of your service account is not listed in this window, you must add it; continue with the next step. (If the name of your service account is listed, skip ahead to step 9.) 6. Click the Add button in order add the name of the network service account that SQL Server uses. The Select Users, Computers, or Groups window appears. 7.
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Chapter 4 System Options will automatically become underlined. (If this name is not correct, verify it again in the Administrative Tools\Services list, please see steps 1 and 2.) 8. Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or Groups window closes and your are returned to the databackup Properties window\Security tab. 9. Select the account name in the Group or user names portion of the window.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 10. Click OK to close the databackup Properties window. Your databackup folder now has the necessary permissions to create a backup database when you run the backup.bat batch utility. Setting Security Package Track security settings limit who is allowed to use the Package Track Workstation Application, and who is allowed to use the Package Track Handheld Device or Batch Portable Device.
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Chapter 4 System Options The Security section in the Options window contains the following options: • Show Login on Desktop: Check this box if you want to force a login at the start up of Package Track on your Package Track Workstation Application. • Require Password on Desktop: This selection becomes enabled if you check the Show Login on Desktop check box. Check this box to require users to also enter their password during a log in to Package Track on the Desktop Computer.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Technical Support Settings The Technical Support Data Upload Settings section in the Options window is a technical support tool. If our technical support department is having difficulty diagnosing a problem with your system, this feature allows you to easily send a copy of your data to our staff. This will aid us in the diagnosis of the problem. For more information about IntelliTrack Technical Support, refer to “Technical Support” on page 49.
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Chapter 4 System Options 1. Certain information from the workstation database is automatically sent to the Batch Portable application database when you synchronize the data. This includes the tracking number format, carrier, delivery status, location, user, mailroom, package, package type, recipient, signature, and security setting information. 2. Recipient and package information may be sent, per your settings in the Batch Synchronization Utility\Send Data tab. 3.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 2. The tracking number format, carrier, delivery status, location, user, mailroom, package, package type, recipient, signature, and security information is automatically sent to the batch portable application. If you have enabled password security in the Options form in the workstation application, the Security Enabled check box is enabled. Mark the Security Enabled check box to send password security to the handheld application. 3.
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Chapter 4 System Options Recipient Name: to limit package data by recipient name, click the drop-down arrow in the Send Packages By field and select Recipient Name. Click the drop-down arrow in the From field to select the beginning recipient. Click the drop-down arrow in the To field to select the ending recipient. Recipient Identifier: to limit package data by recipient ID, click the drop-down arrow in the Send Packages By field and select Recipient Identifier.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual each data set: tracking number format, carrier, delivery status, location, user, mailroom, package, package type, recipient, signature, and security setting information. 9. 66 After all of the data is sent to the handheld application, the Start screen automatically closes. Tap Start > Programs > Package Track to open the Package Track application on the handheld device. The application contains the newly sent data.
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Chapter 4 System Options Uploading Data from the Handheld Application Important:You must register and activate the Package Track application in order to send handheld application data to the workstation application. If your application is not registered, you cannot upload data from the handheld application to the workstation application.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual that your handheld device is properly connected and ready to synchronize data. 68 3. If the handheld application is ready to synchronize data, click OK to close the message box and continue with the data synchronization. Another message appears, telling you to check your handheld device for further instructions. 4. Status screens appear on your handheld device that show the data transfer progress.
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Chapter 4 System Options 5. Wireless Batch Option When the data transfer finishes, the Successful Upload status screen on the handheld closes. Package Track contains a wireless batch option. Before using wireless batch, you must register your application and send the sync config files to the application via the Batch Sync Utility using an ActiveSync or Mobile Device Center connection.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual upload via the Batch Sync Utility to make sure that the batch registration files have been sent to the handheld device. Once the system validates your license and permits data upload to occur, you may implement wireless batch for syncing. To implement wireless batch for syncing, please follow these general steps: 1. Register your Package Track application. 2.
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CHAPTER 5 Data Entry Introduction 72 Recipients 73 Users 82 Lookups 84 Mailrooms 85 Carriers 89 Carrier Tracking Number Formats 91 Locations 97 Package Types 99 71
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction Package Track catalogs package information so that you are able to track the package activity at your facility through the receipt and delivery process. Thus, the application will track the Package Track user who received the package into the system; the intended package recipient; the delivery carrier; the mailroom location of the package; and the package type. This package information comprises the package record.
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Chapter 5 Data Entry Recipients Recipients in Package Track represent the final package destination. Hence, a recipient may be a single person, or a department within your organization. Recipients are added and edited from the Recipients window. To reach the Recipients list window, click the Recipients button in the System Info section of the Setup area of the main window. —or— Click Configuration > Recipients from the menu bar. The Recipients list window appears.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Note: The Unknown Recipient entry is the default recipient entry for the system. Note: If you import recipient records, they must be from a Microsoft Excel spread sheet, or a comma delimited text file. For more information about the files you use to import recipients, refer to “File Requirements for Importing Recipients” on page 78. For more information about importing recipient information, refer to “Importing Recipients” on page 80.
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Chapter 5 Data Entry Important:Recipients that are added in the handheld application contain a system generated recipient identifier. You may change the identifier at the Add/Edit Recipient window. If you change the recipient identifier, it should be in a different format than the package ID. Also, the recipient ID should not begin with any handheld ID number.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Note: Recipients that are added in the handheld application contain a system generated recipient identifier. You may change the identifier at the add/edit recipient window. If you change the recipient identifier, it should be in a different format than the package ID. Also, the recipient ID should not begin with any handheld ID number.
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Chapter 5 Data Entry Deleting a Recipient Note: Package Track will not allow you to delete a recipient who is active in the system. A recipient is active in the system when the recipient is associated with a package record. Important:To make sure that the handheld recipient list contains the latest changes, be sure to synchronize your data after removing any recipient records from the workstation application. Note: The Unknown Recipient is the default system recipient and cannot be deleted.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual is useful if you are importing recipients and want to clear out the current list. To purge your recipients, select the Purge button found along the bottom of the Recipients window: A warning message appears asking you if you are sure you want to delete all recipients. File Requirements for Importing Recipients 1. To continue deleting recipients, select Yes to close the dialog box and continue purging recipients. 2.
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Chapter 5 Data Entry TABLE 1. Recipient Import File Requirements Order Field Description 1 Recipient Identifier Abbreviated identification tag for the recipient, used within the program as a means of identifying this person. Note: This could be an employee badge number, or an employee ID number.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 3. Next, enter your corresponding recipient information by line, in the same manner, underneath the first line, as shown in the example below. DO NOT include a line space between entries. 4. Text File Example (Line 1, Line 2): 5. Recipient Identifier, First Name, Last Name, Room Number, Address 1,Address 2, City, State, Postal Code, Country, Phone Number, Fax Number, Email, Last Notice Date, Notify by Email. TUser, Test, User, 25, 5 Shawan Rd.
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Chapter 5 Data Entry the file requirements, your recipient information will not import correctly. For more information about file requirements when importing recipients, please refer to “File Requirements for Importing Recipients” on page 78. You are able to import recipient list information into Package Track from either a text file or an Excel 97-2003 file (.xls format). To import recipients, refer to the steps that follow. 1. From the Recipients window, click the Import button.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Users Package Track “users” are authorized personnel at your facility who receive and deliver packages with the Package Track application, and enter information into Package Track. By creating users, you are able to set login and password security, as well as track application usage. Information about system users is entered via the Users list window.
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Chapter 5 Data Entry Editing a User 3. Enter the user’s first name in the First Name field. 4. Enter the user’s last name in the Last Name field. 5. Next, enter a unique Package Track login name for this user in the Username field. 6. Enter the user’s password in the Password field. 7. Next, confirm the password, by entering it again in the (Confirm) field. 8.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Deleting a User Note: Package Track will not delete a user who is active in the system. A user is considered active in the system when he/she is associated with a package record. If you try to delete a user who is active in the system, a dialog appears, telling you that this user cannot be deleted. Click OK to return to the Users list window. To delete a user: 1. Select the Entry you want to delete in the Users list window. 2.
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Chapter 5 Data Entry Click the desired lookup button in Lookups section in the Setup area of the Package Track main window. Mailrooms A mailroom in Package Track represents the site where incoming and outgoing mail is handled for your organization. By default, Package Track contains one mailroom entry. During setup, you are able to define your default mailroom, and add additional mailrooms. To reach the Mailroom information, click Configuration > Lookup Tables > Mailrooms in the menu bar.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual The Mailrooms list window appears: This window lists all the mailrooms in the application. To add, edit, or delete a mailroom in your database, refer to the following sections. Adding a Mailroom 86 To add a mailroom to the database: 1. Click the Add button in the Mailrooms list window. 2.
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Chapter 5 Data Entry Editing a Mailroom 3. In the Mailroom field, enter the mailroom name. 4. Next, set a unique mailroom identifier in the ID field (the system requires a Mailroom ID). For example, this could be the mailroom number or location. 5. Enter the street address in the Address field. Enter the city, state, postal code, and country in the City, State, Postal Code, and Country field, respectively. 6.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 3. Deleting a Mailroom Edit the mailroom information, as necessary, and then click OK to save the changes. (Clicking Cancel will cancel the changes.) You are returned to the Mailrooms list window. Note: Package Track will not delete a mailroom if it is active in the system. A mailroom is considered active if it is part of a package record.
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Chapter 5 Data Entry 3. Click Yes to delete the entry. You are returned to the Mailrooms list window. The entry has been removed from the Mailrooms list. Carriers In Package Track, a carrier delivers packages to your facility. By default, Package Track contains eight carriers. You are able to add and edit carriers, as well as Tracking Number(s) for the carrier from the Carriers window. To reach the carrier information: Click Configuration > Lookup Tables > Carriers in the menu bar.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 3. Enter a unique Package Track identifier for this carrier in the ID field. (For example, this can be the carrier’s abbreviation, or if applicable a scannable identifier for the carrier.) 4. Enter the name for this carrier in the Description field. 5. Add any additional comments in the Comments area. 6. Enter a web address to the carrier’s tracking page in the URL field, if desired.
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Chapter 5 Data Entry Deleting a Carrier Note: Package Track will not delete a carrier that is active in the system. A carrier is considered active in the system if it is part of a package record. If you try to delete a carrier that is being used by the system, the following dialog appears, telling you that this carrier cannot be deleted: Click OK to return to the Carriers list window. A carrier entry is deleted from the Carrier list window. To delete a carrier from the database: 1.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Carrier window. Also, because some carriers may use multiple tracking number formats, you may need to add one. Entries can be added to each carrier as required. For more information about the Symbology used for tracking numbers, refer to “Adding or Editing a Carrier’s Tracking Number Format” on page 92.
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Chapter 5 Data Entry The Tracking Number Formats window contains tracking number formats in bar code form for a carrier. The windows displays: • The total bar code character length contained within the package bar code is displayed in the Length field. • The starting character position for the tracking number within the package bar code is displayed in the Start field. • The ending character position for the tracking number within the package bar code is displayed in the End field.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Editing a Carrier’s Tracking Number Format 94 2. In this window you are able to set a parse range of valid characters for the tracking number. The following information is contained in this window: 3. Carrier Bar Code Length: enter the total bar code character length in this field. The maximum amount of characters is 55. 4. Start position: contains the numeric position of the first valid character in the parse range for the tracking number. 5.
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Chapter 5 Data Entry Deleting a Carrier’s Tracking Number Format 3. If applicable, enter the new bar code length in the Carrier Bar Code Length field. 4. If applicable, enter the new valid character start position in the Start position field. 5. If applicable, enter the new valid character end position in the End position field. 6.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Tracking Numbers Help Dialog When you enter a carrier’s tracking number format, it must follow the correct symbology. For a quick reference to the tracking number symbology, click the ? button in the Carrier list window. The Tracking Numbers Help window appears. It provides a quick symbology reference. Table 2 breaks down the example in the Tracking Numbers Help window: TABLE 2.
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Chapter 5 Data Entry Locations Locations in Package Track are temporary storage locations where the package goes before it is delivered. Bins, mail boxes, shelves, and staging areas are examples of Package Track locations. Locations are maintained from the Locations list window. From this window, you are able to add, edit, and delete locations in Package Track. To reach the Locations list window in Package Track, click the Locations button in the Lookups section of the Setup area in the main window.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Editing a Location Deleting a Location When you edit a location’s record in Package Track, the updates to the record are applied throughout the application once the changes are saved. To edit a location: 1. Select the Location that you want to edit in the Locations list window, and then click the Edit button. 2. The Edit Location dialog appears for this location record. 3. Make the desired change(s) and then click OK to save the change(s).
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Chapter 5 Data Entry 3. Click Yes to delete this location. You are returned to the Locations list window. The location has been deleted from the Locations list. Package Types Package types in the Package Track application describe the package. Examples include: letter, small box, large box, and parcel, first class, priority, and next day air. You are able to add, edit, or delete package types from the Package Types window.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Editing a Package Type Deleting a Package Type 3. Enter a unique system identifier for the Package Type in the ID field. (For example, enter LgBox for “Large Box.” Or, if applicable, enter a scannable identifier for this package type in the ID field.) 4. Next, enter the name of the new package type in the Description field. 5. Add any relevant comments about the new package type, if desired, in the Comments area. 6. Click OK to add the package type.
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Chapter 5 Data Entry Click OK to close this window and return to the Package Types list window. To delete a package type: 1. Select the Package Type you want to delete in the Package Types list window. 2. Next, click the Delete button along the bottom of this window. 3. A dialog box appears asking you to confirm the deletion. Click Yes to delete this package type. 4. You are returned to the Package Types list window. The package type has been deleted from the Package Types list.
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CHAPTER 6 Notifications Introduction 104 Setting Up Email Notification Server Settings 105 Enabling Email Notification 105 Editing the Notification Email 107 Entering Message Text in the Email Notification 108 103
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction The Package Track application also includes package notification functionality. Email notifications are configured in the Notifications area of the main window. To reach the notifications area of Package Track, click Notifications in the Navigation Menu of the main window; or, click Configuration > Notifications from the menu bar. The Notifications area of the main window appears.
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Chapter 6 Notifications Setting Up Email Notification Server Settings Email notification in Package Track is initiated in the Package Track application. Depending on your settings, Package Track will automatically send an email notification for any recipient designated to receive email notification when a package is received into the system for the recipient. Package Track will trigger the email based on the last email that was sent.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual To enable email notification: 106 1. Click the Enable Notification check box in the Server Settings portion of this window. 2. Next, configure your server settings. Enter the SMTP Server in the SMTP Server field and enter the SMTP Port in the SMTP Port field. The system uses SMTP Port 25 by default. (We recommend that your system administrator set up the email notification server settings.) 3.
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Chapter 6 Notifications Editing the Notification Email The email notification messages are written and edited from the Edit Notification Email window. To reach this window: 1. Click the Edit Email button in the Server Settings section of the Notifications and Labels area of the main window. Text Area Enter message text here Substitution Text Options The Edit Notification Email window is a blank email template from which you are able to write a standardized email notification message.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Entering Message Text in the Email Notification Write your standard email message within the Text Area of the Edit Notification Email window. Package Track provides substitution text options for your message such as recipient name, and packages received for that recipient. The key at the bottom of this window contains these substitution text options. They are also found in the table below: TABLE 3.
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CHAPTER 7 Reports Introduction 110 Report Preview, Print, and Export Options 110 Reaching the Reports Area 111 Package Track Reports 112 Viewing the Reports List from the Menu Bar 113 Generating Standard Reports 115 Generating the Package History Report 115 Generating the Packages On Hand Report 116 Generating the Shipping Manifest Report 117 Generating a Custom Report 119 Working with Custom Report Options 121 Adding or Modifying a Custom Report 121 Import and Export File Options 122 109
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction Package Track reports provide comprehensive information about package delivery at your facility. You will find two types of reports in Package Track: standard and custom. Report Preview, Print, and Export Options • Standard Reports: A Package Track standard report cannot be modified. • Custom Reports: A Package Track custom report can be modified. Also, you can add a new custom report to the application.
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Chapter 7 Reports Format: Click the drop-down arrow and select the export format for the report from the list of file types available. File types supported include Excel (.xls Excel 97-2003 format), HTML, PDF, RTF, Text, and TIFF. Save As: Enter the report name in this field, and then click the Browse button to navigate to the location where you would like to save the file. (When the report is generated it will be placed in this location.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Report Menu Navigation Menu Reports available from Reports area of main window Package Track Reports Table 4, and Table 5 describe the reports found in the application. TABLE 4. Standard Reports Report Title Report Description Package History This report shows package history for each package. Report criteria includes received or delivered packages, or both, and recipient signatures.
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Chapter 7 Reports TABLE 5. Custom Reports Custom Report Title Description Locations The Locations Report lists information about the location records in Package Track by location ID and description. It also lists any location comments you entered. Package Delivery Filtered by Date This report lists all the packages delivered by the date specified. You are asked to specify the date on a query prompt before the report is generated.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual It lists all reports in the application, and allows you to run reports, or change where the report files are stored on your Desktop Computer. Running a Report From this Window To run a report from this window, double-click on the report, or select the report and click OK to start the report query.
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Chapter 7 Reports Generating Standard Reports Refer to the sections that follow for more information about generating a specific standard report in Package Track. Generating the Package History Report The Package History report shows the package history for each package included in the report. To generate a Package History report, refer to the following instructions: 1. Click Reports > Package History from the menu bar. —or— 2. Click Reports in the Navigation Menu of the main window.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Choose the report destination in the Report Destination section of this window. It includes the following options: Preview: click the Preview option button to automatically preview the report onscreen. You have the option to print the previewed report. Print: click the Print option button to print the report to a connected printer. The following options appear: • Copies: Select the number of copies that you want to print. The default setting is one.
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Chapter 7 Reports 6. Choose the report destination in the Report Destination section of this window. It includes the following options: Preview: click the Preview option button to automatically preview the report onscreen. You have the option to print the previewed report. Print: click the Print option button to print the report to a connected printer. The following options appear: • Copies: Select the number of copies that you want to print. The default setting is one.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 4. Click the View Report button. The Report Criteria window for this report appears. 5. Choose the report criteria in the Criteria section of this window. It contains the following choices: Date Range: click the drop-down arrow in the From and To Date Range fields. Specify a date range from the calendar that appears for this report. Received Packages check box: Click the Received Packages check box to include received packages in this report.
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Chapter 7 Reports included in the drop-down menu. The default selection is your default printer. • Collate: When printing multiple reports, check this box to print one complete copy before printing the next copy. Export: click the Export option to export the report to a specified file format on your desktop computer. The following options appear: Format: Click the drop-down arrow and select the export format for the report from the list of file types available. File types supported include Excel (.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 1. Click Reports > Custom Reports from the menu bar. -OrClick Reports in the Navigation Menu of the main window. The Reports Area appears in the main window. 2. Next, select Custom Reports from the list of reports. The Custom Reports window appears. Select the Custom Report you want to generate from the list of reports in the Available Reports section of this window. 3. Choose the report destination in the Report Destination section of this window.
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Chapter 7 Reports • Save As: Enter the report name in this field, and then click the Browse button to navigate to the location where you would like to save the file. (When the report is generated it will be placed in this location.) 4. For the Package Delivery Filtered by Date report, you are prompted to specify the date for the report. 5. For the Package History Filtered by Recipient, you are prompted to specify the recipient. 6. Click OK to generate the report.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual To add a new Custom Report, click the New button in the Custom Reports window. The Custom Report window appears. Program in the new report parameters at this window. When you are finished, click OK. You are returned to the Custom Reports window. The new report will be added to the custom report list. To edit an existing report from the Custom Reports window, select the report you want to edit from the list of reports; click the Edit button.
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Chapter 7 Reports 1. From the Custom Reports window, click the Import button. The Select File to Import window appears. 2. Navigate to the desired folder, and then double-click in the directory file folder to select it. 3. The Select File to Import window appears again, displaying the files within the directory folder. Select the database file you will use by clicking on it. The filename will appear in the Filename field.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 4. Click the Open button to return to the Custom Reports window. 5. The imported report appears in the reports list. The imported file is placed in the list of reports. Exporting Report Definitions Note: This feature is intended to be used by IntelliTrack Software Services when troubleshooting or customizing reports. You are able to export a Package Track Report definition via the Custom Reports window for a custom or imported report.
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Chapter 7 Reports Export Button 2. The Export Reports window appears. Select the report definition you wish to export. Click OK. 3. The Export To window appears. 4. Navigate to the directory where you want to export the report definition file(s). Next, click Save. The Exports To window closes: the report file(s) are placed in this directory, and you are returned to the Custom Reports window in Package Track.
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CHAPTER 8 Package Maintenance Introduction 128 Performing Package Maintenance 129 Selecting a Package Finding a Package Record Viewing the Package Values Editing the Package Values 130 130 133 135 Archiving Package Information 138 Restoring Archived Information 141 127
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction Once a package is received into the application (for information about receiving packages, refer to “Adding a Package” on page 136 and “Receiving Packages” on page 165), you are able to update and modify the package information in Package Track. The package information is consolidated in the Package Maintenance window.
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Chapter 8 Package Maintenance Performing Package Maintenance Maintenance tasks such as updating and modifying package information may be done from the Package Maintenance window. All packages that have been received into the system may be viewed collectively from this window, which gives you a quick, up-to-date analysis of your package records, and makes performing maintenance tasks quick and efficient.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 2. The right pane displays package information when a package is selected. For more information about viewing package information, refer to “Viewing the Package Values” on page 133. The Search button along the top of the window allows you to perform two functions: search for a package recipient by name and/or add a package. For more information about adding a package via the Search button, refer to “Adding a Package” on page 136.
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Chapter 8 Package Maintenance 2. Select a specific Tracking Number in the left pane of the Package Maintenance window, as shown above. The package information is displayed for this package in the right pane of this window. 3. If viewing packages by recipient, select a Recipient in the left pane of the window, the package(s) for this recipient are listed in the right pane of the window. The arrow indicates that the Package ID category heading is selected.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 6. If the recipient has additional packages, the other packages will be listed in the left pane of the window, under the Recipient’s name. To view the package information for any additional package, click on the package tracking number in the left pane of this window, and the package information will be displayed in the right pane of this window. 7. If you are viewing your packages by Date, and you select a Date (i.e.
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Chapter 8 Package Maintenance 8. When you view packages in this way, you are able to sort your package information in the right pane of the window by category in ascending or descending order. To choose a category, click in the category heading. An arrow is visible, indicating that the category has been selected. (In the example above, Package ID is selected.) Double-click inside the category heading to sort the package information.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Select the package to update Package values are displayed for the selected package When a package is selected, the edit, delete, and mark as delivered or lost buttons become enabled for this package The Values found in the Package Info column are described below. For information about editing a value, refer to “Editing the Package Values” on page 135. 134 • Package ID: a unique numeric value assigned to the package by Package Track.
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Chapter 8 Package Maintenance Editing the Package Values • Received By: the Package Track user who received this package into the application. You are able to change the user by selecting another user from the Users list in Package Track. • Received Date: the date the package was received into the application. You are able to change this date by selecting another date from the calendar. • Delivered By: the Package Track user who received this package into the application.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual drop-down menu becomes activated when you click on the package value in the edit mode • The Package ID is not editable. • To edit the Tracking No., select the current tracking number, and reenter or edit it. • To edit the Recipient, Package Type, Location, Carrier, Mailroom, Received By, or Delivered By values, click in the desired value’s field, and select a new entry from the drop-down menu that appears.
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Chapter 8 Package Maintenance Search field. A dialog box appears telling you this item has not been found, and then asking you if you want to add this as a package: 3. When you add a package this way, the Package ID and the tracking number will be the same for the newly added package. 4. Click Yes to add this item as a new package. 5. The package is added in the left pane of the window, under Unknown Recipient.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 2. Next, click the Lost button in the Mark As field at the bottom of the window. A dialog box appears, asking you to confirm that you want to mark this package as lost. 3. Click Yes to continue. The package will be marked as Lost in the Delivery Status field for this package (this field is part of the package values displayed in the right pane of this window). To mark a package as delivered: 1.
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Chapter 8 Package Maintenance The Archive window appears: 2. The Archive window contains a Recipients section and a Packages section. In the Recipients section of this window, you have the option to not archive recipients, or to archive recipients. If you do not want to archive recipients, select the Do Not Archive option button. (This is the default option.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual To archive recipients who have not received a package within a desired time frame, click the In option button. To set the desired time frame, click the drop-down arrows to set the desired time frame. You are able to select from a number of Day(s), Week(s), Month(s), and Year(s). (The default setting is one week.
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Chapter 8 Package Maintenance 4. When the process is finished you will receive a message, stating how many recipients and packages have been archived. Restoring Archived Information You are able to restore archived recipients and the packages associated with them, if necessary. Archived Package Track data is restored from the Restore window. 1. To reach this window, click the Restore button found in the Archive and Maintain Data area of the main window.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 2. The Restore window appears: 3. The window displays the recipients who have been archived. 4. To view the package count associated with each recipient, check the Show Package Count check box: 5. To restore archived recipients and the packages associated with them: Select the recipients that you want to restore: To restore all of the archived recipients, click the Select All button.
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Chapter 8 Package Maintenance 8. 9. Select Yes to continue. The Restore Recipients status bar appears, letting you know the data is being restored. When the recipients are restored, the status bar disappears and the Restore Recipients window is closed.
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CHAPTER 9 Using the Handheld Introduction 146 Scanning Packages 146 Getting Started with the Batch Portable Application 148 Configuring Package Track 150 Working with the Handheld Data 151 Receiving Packages 165 Delivering Packages 181 145
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Introduction The Package Track application on the handheld has two main functions: package receipt and package delivery. Note: The following sections assume that you are using an integrated bar code scanner or an add-on scanner with your handheld device. Package Track integrates with a handheld device that uses an integrated scanner or an add-on scanner. By using a handheld with an integrated scanner or an add-on scanner, you are able to: 1.
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Chapter 9 Using the Handheld • Integrated: Scanner is built into the handheld device. Scanning is generally activated by a button on the handheld device. • Add-on: Scanner is a third party device that connects to the device via an expansion slot. Scanning is generally activated by a floating “scan trigger” icon that appears on the handheld device screen. The action of scanning a package is described for each device category in the sections that follow.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Getting Started with the Batch Portable Application Opening Package Track After you install Package Track on the handheld device, you are ready to start using it. To open the application: Tap the Start > Programs menu on the handheld to view the list of programs available: Next, tap Package Track. The Package Track Login screen appears.
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Chapter 9 Using the Handheld Note: If you check the “require password on handheld” check box in the Options window in the workstation application, the password field appears underneath the username field. Exiting Package Track To close Package Track from the login screen, tap the ok button or the Windows CE Close selection (X). Logging Out To log out of Package Track from the Main screen, tap User > Logout from the application’s menu options. You will be returned to the Package Track Login screen.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Configuring Package Track Before you begin using Package Track to scan packages for receipt and delivery, you need to configure Package Track on the handheld. The handheld is configured at the Configuration screen. To reach the Configuration screen, tap Tools > Configuration at the bottom of the Main screen.
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Chapter 9 Using the Handheld Establishing the Mailroom The mailroom is the site where the packages are delivered. Make sure that your handheld is set for the correct mailroom. Tap the drop-down arrow in the Mailroom field to view the mailroom(s) available, and then select the mailroom from the available choices.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Viewing Data Recipient and package data sent to the handheld and collected at the handheld may be viewed on the handheld. Viewing Package Data To view package data, select View > Packages. The Packages option contains three selections: All, Delivered, and Not Delivered. You may view the package data on the handheld by any of these options.
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Chapter 9 Using the Handheld Viewing Delivered Packages To view the delivered packages, select View > Packages > Delivered. The View screen appears. The delivered packages are listed in this screen. The amount of package records in the screen is listed in the Record Count field. Viewing Undelivered Packages To view the undelivered packages, select View > Packages > Not Delivered. The View screen appears. The undelivered packages are listed in this screen.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual in the handheld application are listed. The total amount of records appears in the Record Count field along the top of the screen. Purging Data Data transferred to the handheld application or collected via the handheld application may be purged in two ways: • Automatically during the data upload process by setting the Purge data on upload option in the Configuration screen.
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Chapter 9 Using the Handheld 2. Transferring Data To continue purging the collected data, select Yes. (To cancel the data purge, select No.) Information from the Package Track Batch Portable Application such as recipients, packages, and signatures is transferred to the Package Track Workstation Application during synchronization.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual data configuration parameters and send downloaded data to the Batch Portable Application, please follow the steps below. 1. From the DMS Batch Synchronization Utility, click the Send Data tab in the Main form to bring this portion of the form to the front. 2.
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Chapter 9 Using the Handheld Package ID: to limit package data by package ID, click the drop-down arrow in the Send Packages By field and select Package ID. Click the drop-down arrow in the From field to select the beginning package ID. Click the drop-down arrow in the To field to select the ending package ID. Recipient Name: to limit package data by recipient name, click the drop-down arrow in the Send Packages By field and select Recipient Name.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 8. The data that is sent to the handheld device overwrites the data that is currently in the handheld application. A status bar screen appears to indicate the data that is being sent down to the handheld application for each data set: tracking number format, carrier, delivery status, location, user, mailroom, package, package type, recipient, signature, and security setting information. 9.
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Chapter 9 Using the Handheld tion process may be initiated from the handheld device or from the Batch Synchronization Utility. • For more information about uploading data from the handheld application to the Batch Synchronization Utility, please refer to the following section. • For more information about uploading data to the workstation via the handheld application, please refer to “Sending Data to the Workstation Application” on page 164.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 160 3. If the handheld application is ready to synchronize data, click OK to close the message box and continue with the data synchronization. Another message appears, telling you to check your handheld device for further instructions. 4. Status screens appear on your handheld device that show the data transfer progress.
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Chapter 9 Using the Handheld 5. When the data transfer finishes, the Successful Upload status screen on the handheld closes. All of the changes from the handheld application including any changes to recipients, packages, and delivery signatures are sent to the Batch Synchronization Utility via the synchronization process and immediately processed into the Package Track application.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Transferring Data from the Device via ActiveSync or Windows Mobile Device Center Software After you have established your sync routine in the Batch Synchronization Utility, you are able to transfer data from the handheld device. When you transfer data via the handheld device options, the application will use the sync configuration settings that have been established in the Batch Synchronization Utility.
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Chapter 9 Using the Handheld To transfer data, make sure that your wireless connection to the PC is established. Use the Sync menu options in the handheld application to send data to the PC and receive data from the PC. Data synchronization with Package Track occurs via the wireless connection to the PC.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Sending Data to the Workstation Application Important:You must register and activate the Package Track application in order to send handheld application data to the workstation application. If your application is not registered, you cannot upload data from the handheld application to the workstation application. For more information about registering and activating your application, please refer to your Quick Start Guide.
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Chapter 9 Using the Handheld as set in the Batch Sync Utility until you change them. To change your Sync Configuration settings, you must reset them in the Send Data tab of the Batch Sync Utility and then send them to the handheld device via the Send button there. This will update the sync configuration settings in your handheld application the next time you use the Sync > Receive Data option.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual • Rapid Receive: consecutively scan multiple packages into the application; the packages received are automatically assigned to the system’s default recipient or a selected recipient; the package values (carrier, location, package type, and mailroom) are automatically assigned to the default values. You are able to update the package records at the Package Maintenance screen in the workstation application after you transfer your data.
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Chapter 9 Using the Handheld • Rapid Receive: use the rapid receive option to receive multiple packages for a selected recipient at one time. • Edit Package: use the edit package option to edit a package record. For more information about receiving packages, refer to the sections that follow. Receiving Packages with the Receive Option Use the Receive option to receive one package at a time.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 3. To receive a package into the system, scan the package for delivery. The tracking number appears in the Scan Package field. 4. Next, select the Carrier associated with this package. If the format of the tracking number that you scanned has multiple carrier matches in the system, the Select Carrier screen appears. Select the carrier from this screen and tap ok or the Windows CE Close selection (X).
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Chapter 9 Using the Handheld The Tracking No. field is automatically filled in with the scanned tracking number in the Edit Package field. 5. Select this package’s designated recipient. By default, the Unknown Recipient is selected. To change the recipient, tap the ellipsis button in the Recipient field. The Find Recipient screen appears. Tap the Show All button to view the list of recipients; select the package recipient from this list.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual You are returned to the Edit Package screen; the Recipient field has been updated with the selected recipient. 170 6. Tap the drop-down arrow in the Location field and select the location for this package from the list that appears. 7. Tap the drop-down arrow in the Package Type field and select the package type for this package from the list that appears. 8.
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Chapter 9 Using the Handheld Adding Packages with the Rapid Receive Option 10. Tap the ok button or the Windows CE Close (X) selection to save the comment and return to the Edit Package screen. (If you do not want to add a comment, click the Cancel button to close this screen without saving the comment and return to the Edit Package screen.) 11.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 2. Select Rapid Receive from the menu. 3. The Rapid Receive screen appears. By default, the is selected as the recipient. If you want to receive packages for another recipient, select the recipient. To select another recipient, tap the ellipsis button in the Recipient field. The Find Recipient screen appears.
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Chapter 9 Using the Handheld These packages were added during the rapid receive sequence. 5. When you are finished receiving packages for the recipient, you may edit the packages. •To edit a package in the handheld application, select a package in the grid area of the screen and tap the Edit button. The Edit Package screen appears for the selected package. At this screen, you may assign the carrier, recipient, location, package type, and mailroom for the package.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Viewing and Editing Packages 3. Click Archive and Maintain Data in the Navigation menu to reach the Archive and Maintain Data area of the application. 4. Next, click the Packages button. The Package Maintenance window appears. The left pane of the window contains a collapsible list of all the packages received into the application.
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Chapter 9 Using the Handheld 3. At this screen you are able to scan a received package and then edit the package’s record at the Edit Package record screen, or you may select a package in the Package Grid area of the screen and then click the Edit button to reach the Edit Package record screen. Editing a Received Package To edit a package record, please refer to the instructions that follow. 1.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 4. To edit the Recipient for the package, tap the ellipsis button at the Recipient field; the Find Recipient Screen appears. Select the recipient that you want to assign to this package; you are returned to the Receive Package screen and the selected recipient appears in the Recipient field.
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Chapter 9 Using the Handheld Add the recipient information. When you are finished, tap OK or the Windows CE Close (X) selection to return to the Find Recipient screen; the Recipient that you just added is now part of the Recipient list. Tap the Show All button to view the new recipient in the list. 5. To add a comment for this entry, tap the Comments button found at the bottom of the Receive Package (Edit mode) screen. The Comments screen appears.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual your handheld documentation), and then tap OK or the Windows CE Close (X) selection. Enter comment here Viewing and Adding Recipients 6. You are returned to the Edit Packages screen. 7. When you are finished editing this package record, tap the ok button or the Windows CE Close (X) selection to save any changes you have made and return to the main Edit Packages screen.
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Chapter 9 Using the Handheld The New Recipient screen appears. Enter the information for the new recipient at this screen, including the name, address, phone number, and email. (The recipient ID is automatically generated by the system and you may edit this value in the workstation application. However, be aware that any user-assigned recipient IDs should be in a different format than the package ID.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual When you are finished adding the recipient’s information, tap the ok button or the Windows CE Close (X) button. You are returned to the Find Recipient screen. Tap the Show All button to view the list of recipients. The newly added recipient is placed in the recipient list. The recipient ID is automatically added by the system. It can be edited at the recipient record in the workstation application.
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Chapter 9 Using the Handheld The Recipient list appears. All of the recipient records in the handheld application are listed for you reference. The record count field along the top of the screen displays the amount of recipient records. Delivering Packages You are able to deliver received packages in the application from the Deliver Packages area of the Package Track application on the handheld. Once a package is delivered, Package Track will mark it as “delivered.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Delivering a Package by the Deliver Method 182 With the Deliver option, you are able to select and deliver one package at a time. To use this method of package delivery, please refer to the steps below. 1. To reach the delivery area, tap the Deliver Packages button from the Main screen: 2. A menu appears; it contains the Deliver options: Deliver and Rapid Deliver. 3. To deliver one package at a time, tap the Deliver option.
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Chapter 9 Using the Handheld Delivering a Package by Scanning the Package At the Deliver Packages screen, one method to deliver a package is by scanning the package into the Package field. 1. From the Deliver Packages screen, scan the package’s tracking number. The package’s tracking number appears in the Package field and the Recipient field is updated with the name of the package’s recipient. The scanned package’s tracking number appears in the Package field.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 184 3. Next, tap ok or the Windows CE Close (X) selection to return to the Deliver Packages screen. The Signature check box is marked, indicating that you captured the recipient’s signature. The scanned or selected package remains highlighted, indicating it is ready to be delivered. 4. Tap the Deliver button to complete the delivery. 5. The information for the package clears. The system marks the package as delivered.
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Chapter 9 Using the Handheld Delivering a Package by Selecting the Package At the Deliver Packages screen, you may deliver a package by selecting a recipient, viewing the recipient’s packages in the package grid area of the screen, and selecting a package for delivery in the package grid area of the screen. To deliver a package in this manner, please refer to the steps that follow. 1. From the Deliver Packages screen, select a recipient for package delivery.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 186 4. Select the package that you want to deliver in the package grid area of the screen. (By default, the first package in the list is selected.) The selected package becomes highlighted, indicating that the package is selected for delivery. 5. To have the recipient sign for this package, tap the Signature button; the Signature screen appears so that you can capture a recipient signature for this package. 6.
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Chapter 9 Using the Handheld Delivering Packages by the Rapid Deliver Method 7. You are returned to the Deliver Packages screen; the package selected for delivery is highlighted and the Signature check box is marked, indicating that a signature has been captured for this package. 8. Tap the Deliver button to deliver the package to the recipient. 9. The information for the package clears. The system marks the package as delivered. Package Track is ready to make another delivery. 10.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 188 2. The Deliver options menu appears; select Rapid Deliver from the Deliver options menu. 3. The Rapid Deliver Packages screen appears. Rapid Deliver enables you to scan multiple undelivered packages for a recipient and then sign for and deliver the packages all at one time. 4. By default, the Unknown Recipient is selected for package delivery.
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Chapter 9 Using the Handheld 5. At the Find Recipient screen, tap the Show All button to view the list of recipients. Select a recipient from the list of recipients found in this screen.At this screen, select the recipient for package delivery from the Find Recipient screen. (For more information about using the Find Recipient screen, please refer to “Viewing Recipients” on page 180.) 6. You are returned to the Deliver Packages - Rapid Deliver screen.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 7. Scan the packages that are being delivered during this rapid deliver session. As each package is scanned, it is highlighted and the tracking number is placed in the Scanned Packages field. The tracking number is removed from the package grid area, and placed in the Scanned Packages screen.
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Chapter 9 Using the Handheld 8. To collect a signature for the scanned packages, tap the Signature button. The Signature screen appears. The packages that have been scanned are listed in the For Package box above the Please sign here portion of the screen. 9. Have the recipient sign for all of the scanned packages displayed in the For Package box in the Please sign here portion of the screen. When the user has signed for the packages, tap the ok button or the Windows CE Close (X) selection.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual The Deliver Packages – Rapid Deliver window appears again. If you want to view the Scanned Package screen before delivering the packages, tap the ellipsis button in the Scanned Packages field. The Scanned Packages screen appears, showing you all of the packages scanned for delivery and also notifying you that the package recipient has signed for all for all of the packages. 10. To deliver all of the scanned packages, tap the Deliver button.
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Chapter 9 Using the Handheld deliver” session. To deliver more packages via Rapid Deliver repeat steps 1-9. • If this recipient still has undelivered packages, a dialog appears notifying you that this recipient still has packages that have not been scanned. It asks you if you want to continue. To remain in the current “rapid deliver” session for this recipient, tap No to return to the Deliver Packages - Rapid Deliver screen for this recipient and continue delivering packages to this recipient.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Rapid Deliver screen or click the Windows CE Close (X) selection to return to the Package Track Main screen.
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CHAPTER 10 Data Structures Package Track Data Structures 196 195
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual Package Track Data Structures The tables that follow show the data structures in Package Track. Barcode Masks (i.e.
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Chapter 10 Data Structures Deleted Columns Name Type Field PackageID Integer 4 Carriers Columns Name Type Size CarrierID CarrierIdentifier Name URL Comments Long Integer Text Text Text Text 4 20 50 255 50 Table Indexes Name Field CarrierIdentifier PrimaryKey CarrierIdentifier (Ascending) CarrierID (Ascending) 197
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Chapter 10 Data Structures Mailrooms Columns Name Type Size MailRoomID MailRoomIdentifier MailRoom Address1 Address2 City State PostalCode Country PhoneNumber FaxNumber ContactName ContactEmail ContactPhoneNumber Comments Long Integer Text Text Text Text Text Text Text Text Text Text Text Text Text Text 4 20 25 50 50 25 25 15 50 50 50 50 50 50 255 Table Indexes Name Field MailRoomID MailRoomIdentifier PrimaryKey MailRoomID (Ascending) MailRoomIdentifier (Ascending) MailRoomID (Ascending) 199
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Chapter 10 Data Structures Packages Columns Name Type Size PackageID TrackingNo RecipientID PackageTypeID LocationID CarrierID MailRoomID ReceivedUserID ReceivedDate DeliveredUserID DeliveredDate DeliveryStatusID RecipientSignatureID Comments LastUpdated OldPackageID PackageIDChangeDate Long Integer Text Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Date/Time Long Integer Date/Time Long Integer Text Text Date/Time Long Integer Date/Time 4 60 4 4 4 4 4 4 8 4 8 4 20 255
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Chapter 10 Data Structures Recipients Columns Name Type Size RecipientID RecipientIdentifier FirstName LastName RoomNumber Address1 Address2 City State PostalCode Country PhoneNumber FaxNumber Email LastNoticeDate NotifyByEmail OldRecipientIdentifier RecipientIdentifierChangeDate Long Integer Text Text Text Text Text Text Text Text Text Text Text Text Text Date/Time Yes/No Text Date/Time 4 50 50 50 50 50 50 50 50 50 50 15 15 75 8 1 50 8 Table Indexes Name Field IdxRecipientIdentifer PostalCode Pr
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Chapter 10 Data Structures Settings Columns Name Type Size SettingID Setting SettingLong Text Text Text 15 50 16 Table Indexes Name Field PrimaryKey SettingID SettingID (Ascending) SettingID (Ascending) Signatures Columns Name Type Size SignatureID Signature Text Memo 20 - Table Indexes Name Fields PrimaryKey SignatureID (Ascending) 205
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Glossary Carrier In Package Track, a carrier represents the organization that delivers packages to your facility. Carrier’s Tracking Number Format The symbology for a carrier’s tracking number. It is used as a means to identify a delivery carrier in Package Track, and link the received package to this carrier. Cradle A device that establishes a direct link between your desktop computer and your handheld device.
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INTELLITRACK DMS: PACKAGE TRACK V7.0 User Manual 208 Package Track Workstation Application The Package Track application that is installed and used on the desktop computer. You are able to generate Package Track reports, and setup email notifications as well as setup your Package Track system options at the workstation application. Package Type In Package Track, the package types describe the package.
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Index Index A About Screen in handheld application 149 Adding a package record 136 carrier 89 carrier tracking number format 92 location 97 mailroom 86 package type 99 recipients 74 reports 121 user 82 Application requirements 3 Archive, packages data structures 202 Archive, recipients data structures 204 Archiving data 128 package records 138 Autosearch function in handheld application 151 B Batch wireless option 69 Batch Portable 146 Batch Synchronization Utility, Transferring Data via the Batch Synchron
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Index data structures 199 deleting 88 editing 86 establishing in handheld 151 Mailrooms list of 86, 134 Maintenance data 128 Menu navigation 45 Menu bar 46 Modifying package records 129 N Navigation menu bar 46 of desktop application 45 Package Track 45 Navigation Menu 45 Notification email 105 email message 107, 108 package 104 O Opening desktop application 17, 44 handheld application 40 Options database 53 help menu 48 security 60 system 48, 52 window 52 P Package delivered date 135 delivery 181 delivery
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Index setting sync configuration 155 via ActiveSync or Mobile Device Center 162 via Batch Sync Utility 155 via wireless batch 162 U UDL file 17 Updating package records 129 Upload Data from handheld 158 User 82 adding 82 deleting 84 editing 82 log into handheld application 148 log out of handheld application 149 Users data structures 206 list of 82, 135 V Values package record 133 W Wireless batch 69 213
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