Quick Start Guide Reasonable measures have been taken to ensure that the information included in this guide is complete and accurate. However, IntelliTrack reserves the right to change any specifications at any time without prior notice. IntelliTrack is a registered trademark of IntelliTrack, Inc. The IntelliTrack logo is a trademark of IntelliTrack. Microsoft Windows, Windows XP, Windows Vista, Microsoft Access and Microsoft SQL Server are registered trademarks of Microsoft Corporation.
IntelliTrack WMS v7.
Quick Start Guide Contents CHAPTER 1 Getting Started 1 System Requirements 1 Information for Current WMS Users 2 Pre-Installation Process when Upgrading 2 Data 2 Custom Changes to WMS 3 Pre-Installation Considerations 3 Required Network/System Information 3 CHAPTER 2 Installing the Workstation Application 5 Installation Terms 5 Single Workstation Setup Network Installation 6 9 Network Installation: Server Setup 9 Network Installation: Workstation Setup 12 Opening IntelliTrack WMS on your PC 1
IntelliTrack WMS v7.
Quick Start Guide CHAPTER 1 Getting Started Welcome to the IntelliTrack Warehouse Management System (WMS). System Requirements Before you begin WMS installation, be aware of the latest system requirements. Your system should, at a minimum, meet these requirements. System Requirements Component Requirement Computer and Processor 2.
IntelliTrack WMS v7.1 Information for Current WMS Users If you are new to IntelliTrack WMS, skip ahead to the next section “PreInstallation Considerations” on page 3. If you currently use IntelliTrack WMS v5.2 or higher and are upgrading to v7.x, please refer to “Pre-Installation Process when Upgrading” on page 2 and “Data” on page 2.
Quick Start Guide Custom Changes to WMS Custom modifications to WMS are not preserved with WMS upgrades. After upgrading your WMS application, any modifications will need to be reimplemented in the new installation. For questions about WMS v7.x and previous software customizations, please contact IntelliTrack Software Services by email at services@intellitrack.net or by telephone at 410-7713060.
IntelliTrack WMS v7.1 target workstation PRIOR to the installation of the workstation software. IntelliTrack WMS supports the following operating systems: Windows XP Professional and Windows Vista. Note: If you are using the Microsoft Windows Vista Operating System, make sure that the User Access Control (UAC) is turned off BEFORE INSTALLING your INTELLITRACK SOFTWARE. To disable UAC, go to the Control Panel > User Accounts and Family Safety > User Accounts > Turn User Account Control on or off.
Quick Start Guide CHAPTER 2 Installing the Workstation Application IntelliTrack WMS v7.x operates in a network environment and involves application and server setup. Before you install the workstation application, determine the setup type: • Single Workstation Setup: All components are installed on a single PC. • Network Setup: Components are installed on a network.
IntelliTrack WMS v7.1 • Server: The machine on which the Microsoft SQL Server Desktop • • • Engine or the full version of SQL server resides. In order to run IntelliTrack WMS, you must establish the server connection. Database: The collection of data that is found in the WMS application. In order to run IntelliTrack WMS, you must establish the database connection. Authentication: The method that IntelliTrack WMS uses to validate your PC’s user status with your SQL Server login name and password.
Quick Start Guide Note: If you already have SQL Server, SQL Express, or MSDE installed on your machine, the installation wizard will detect it and will not install SQL Express. It will install the workstation application and the database. 3. The Destination Location window appears. By default, IntelliTrack WMS will be installed in C:\Program Files\IntelliTrack\WMS. If you want to change the default location, click the Browse button and navigate to the desired location.
IntelliTrack WMS v7.1 ble), the database name, and the server login information in this window. • Database: The name of the database is automatically filled in by the Installation Wizard. If the database name is different, please enter the name in this field. If you do not know the name of the database, please contact your network administrator.
Quick Start Guide at this window, however, we recommend that you use the default Program Manager Group name. When you are ready to continue, click Next. 8. The Start Installation Window appears, telling you that you are now ready to start installing the workstation. Click Next to start installing the workstation application. 9. The Installing window appears. It contains progress bars that show you installation progress. After the files are installed, an update system configuration notice appears. 10.
IntelliTrack WMS v7.1 Serial Number: The demo serial number is automatically entered into this field. If this is a demonstration copy, do not change the demo serial number. If you purchased the application, enter the serial number found on the product packaging in this field. When you are ready to continue, click Next. 3. The Select Components window appears. From the Select Components window, select Server to install MSDE (if applicable) and the database. When you are ready to continue, click Next.
Quick Start Guide used in the database name; hence, do not include special characters (dashes, punctuation, or quotes) or spaces in the database name. Username and Password: Provide your server login information in the Username and Password fields. • SQL Authentication: If your system uses SQL Authentication for logging into SQL Server, enter your username in the Username field. (If you are using SQL Server 2005 or higher, or SQL Express, you must use a password for logging into SQL Server.
IntelliTrack WMS v7.1 7. The Start Installation window appears, telling you that you are now ready to start installing files. To begin installing the application files, click Next. 8. The Installing window appears. It contains progress bars that show you installation progress. After the files are installed, an update system configuration notice appears. 9. When the installation is finished, the Finish window appears. Click the Finish button to close this window.
Quick Start Guide Browse button and navigate to the desired location. When the location is correct, click Next to continue. 4. The Backup Replaced Files window appears. It asks you if you want to create backups of all files replaced during the installation. These files will be used when the software is uninstalled and a rollback is requested.
IntelliTrack WMS v7.1 used in the database name; hence, do not include special characters (dashes, punctuation, or quotes) or spaces in the database name. Username and Password: Provide your server login information in the Username and Password fields. • SQL Authentication: If your system uses SQL Authentication for logging into SQL Server, enter your username in the Username field. (If you are using SQL Server 2005 or higher, or SQL Express, you must use a password for logging into SQL Server.
Quick Start Guide 9. The Installing window appears, showing you that the workstation files have started to install. The status bars display installation file progress. After the files are installed, an update system configuration notice appears. 10. After the WMS files have been copied to your computer, the Installing window closes and a system update notice appears. 11. When installation is finished, the Finish window appears. Click Finish to close this window and exit the Installation Wizard.
IntelliTrack WMS v7.1 Exiting IntelliTrack WMS To close the WMS workstation application: • Select File > Exit from the main menu to exit IntelliTrack WMS. • Click the Windows Close icon (X) in the upper right corner of the screen. A Note About Sample Data Upon installation, you are provided with sample data. Use WMS with the sample database to become familiar with the application.
Quick Start Guide CHAPTER 3 Registration You must register and activate your software to use the fully licensed version. When registering and activating your WMS software, you must have access to the IntelliTrack License Service, and you must have your product serial number available.
IntelliTrack WMS v7.1 The License Manager is used to add your license to the license service and to monitor your IntelliTrack software licenses. You may open the License Manager in two ways: by using the License Service Tray icon or by using your computer’s Start menu. • • Computer Start Menu: To open the license manager from your computer’s Start menu, select Start > Programs > IntelliTrack > License Service > License Administration Console.
Quick Start Guide 1. Select Start > Programs > IntelliTrack > License Service > License Administration Console to open the license manager. 2. From the menu bar in the License Manager, select File > Add License > Via Web. The Product Registration dialog appears. 3. If you do not have an account with us, click the New Account button in 4. 5. 6. 7. the New Users section of the Product Registration dialog. The Registration form appears; enter your user information in this form.
IntelliTrack WMS v7.1 5. After the product is successfully registered, click the Activate Devices link at the top of the page. 6. The number of licenses for each type of license or device is displayed. In addition, the Download License button appears. 7. Click the Download License button to send the license file to your local computer. 8. Open the IntelliTrack License Manager by selecting Start > Programs > IntelliTrack > License Service > License Administration Console. 9.
Quick Start Guide 1. Call IntelliTrack Technical Support (888.583.3008 option 6) to register your WMS software and receive a license file. 2. When you receive your license file from IntelliTrack, place it on your local computer. 3. Open the IntelliTrack License Manager, by selecting Start > Pro- grams > IntelliTrack > License Service > License Administration Console. 4. From the IntelliTrack License Manager on your local computer, select File > Add License > Browse. The Load License File dialog appears.
IntelliTrack WMS v7.1 • • • • Remove the IntelliTrack License Service from your system. First, close your WMS v7.x software applications both on the workstation and on the handheld. If you are re-installing it, use the Windows control panel to reach Add/ Remove Programs and remove the IntelliTrack WMS, the IntelliTrack License Client, and the IntelliTrack License Service.
