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, Inc. Microsoft Windows, Microsoft Access, Microsoft SQL Server, Microsoft Internet Information Services, Windows Mobile Device Center, and Microsoft ActiveSync are registered trademarks of Microsoft Corporation. All other trademarks and trade names referred to herein are property of their respective owners. IntelliTrack DMS (Data Management System) v8.1 Quick Start Guide Preliminary Copy (July 2011) Copyright 2011 IntelliTrack, Inc. All Rights Reserved No part of the contents of this 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 non-exclusive, revocable license to reproduce and transmit the documentation for the purchaser s own internal business purposes. Purchaser shall not remove or alter any proprietary notices, including copyright notices, contained in the documentation. Should future revisions of this guide be published, you can acquire printed versions by contacting IntelliTrack, Inc. Electronic versions will either be downloadable from the IntelliTrack website (www.intellitrack.net) or provided on appropriate media. If you visit our website and would like to make comments or suggestions about this or other Intelli- Track publications, please let us know via the Contact IntelliTrack page. IntelliTrack, Inc. 5 Shawan Rd., Suite 200 Hunt Valley, Maryland 21030 (888) 583-3008 i
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CHAPTER 1 Getting Started 1 Quick Start Guide Upgrade Process 2 System Requirements 2 Pre-Installation Considerations 4 Required Network/System Information 4 Required Settings 5 Disabling User Account Control (UAC) 5 CE Batch Portable Setup 6 Installing Microsoft ActiveSync or Windows Mobile Device Center Software 6 WMDC Work Network Connection Setting 10 Installing the Windows PowerShell on Windows Server 2008 10 The IntelliTrack License Service 11 CHAPTER 2 Upgrade Information 13 Custom Modifications 13 CE Batch Portable Application Upgrade Preparation 14 Removing the Previous DMS Version 14 The IntelliTrack License Service 15 Upgrading your Data 15 iii
IntelliTrack DMS v8.1 CHAPTER 3 DMS CE Batch Setup 19 DMS CE Batch Installation Setup 19 DMS Installation Prerequisites when Using DMS CE Batch 19 Batch Installation Prerequisites for Windows Vista and Windows 7 20 Required IIS Settings for Windows Vista and Windows 7 21 Batch Installation Prerequisites for Windows Server 2008 23 Batch Installation Prerequisites for Windows XP/Windows Server 2003 25 Windows Server 2003 Requirement AFTER DMS Installation 25 Remote Data Access (RDA) Components 28 IntelliTrack Workstation Application 28 Internet Information Services (IIS) 28 Microsoft ActiveSync or Windows Mobile Device Center Software 29 Microsoft SQL Server 30 RDA Configuration 31 RDA Setup Categories 31 Automatic IIS Setup 33 RDA Configuration for Automatic IIS Setup 34 Security Procedures with Automatic IIS Setup 35 Manual IIS Setup 36 RDA Configuration for Manual IIS Setup 36 iv
Manual IIS Setup Security Requirements 38 Quick Start Guide PC and Handheld Device Communication 39 Applying Firewall Exceptions 39 CHAPTER 4 Installing the Application 41 Installation Terms 41 Application Installation 42 SQL Server Strong Password Requirement 43 Installation Setup 44 Opening IntelliTrack DMS 49 A Note About Sample Data 50 Reaching the DMS Online Help 50 Opening the DMS Batch Synchronization Utility 50 Installing the Batch Portable Application 50 Using the DMS RF Server 50 Uninstalling DMS v8.1 51 CHAPTER 5 Manual IIS Setup with DMS CE Batch 53 Manual IIS RDA Setup Requirements 53 Manually Configuring IIS on Windows XP/Windows Server 2003 Operating Systems 54 v
IntelliTrack DMS v8.1 Setting up IIS v6.0 to Allow the DMS Web Service Extension 55 Setting Up IIS v7.0 to Allow the DMS Web Service Extension 58 Configuring the IntelliTrack Application Pool 64 CHAPTER 6 Checking your IIS Setup 69 Reaching the Batch Synchronization Utility 69 Sync URL Setting 70 CHAPTER 7 Installing the CE Batch Application 73 Determining your Device Installation 73 Installing the CE Batch Portable Application 74 Downloading the Mobile Device Installer 74 Installing the CE Batch Application to the Handheld Device 75 Opening the Batch Portable Application 77 CHAPTER 8 DMS Installation with DMS RF Server 79 Opening the DMS RF Server 79 vi
Telnet Setting 80 Quick Start Guide CHAPTER 9 Registration 81 The IntelliTrack License Service 81 Registering your Software 82 Using the License Manager to Register and Activate your DMS Software 82 Using the IntelliTrack Registration Website to Register and Activate your DMS Software 83 Calling IntelliTrack Technical Support to Register and Activate your DMS Software 84 Moving or Re-Installing the IntelliTrack License Service 85 vii
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CHAPTER 1 Getting Started Quick Start Guide Welcome to IntelliTrack DMS. Your DMS software contains workstation, CE batch, and RF support. DMS CE Batch applications are included with your DMS software. DMS CE Batch applications are installed on portable devices. When you use DMS CE Batch applications, you are able to perform application functions such as inventory counts and item issue or receive from a portable device. Because you are using a batch device, you must use Microsoft ActiveSync or Windows Mobile Device Center (WMDC) software to connect the PC to the device and perform workstation application data download to the device and batch application data upload from the device via this connection. IntelliTrack software uses remote data access (RDA) for workstation and CE batch database communication. If you plan to use DMS CE Batch, you must perform installation prerequisites. DMS RF Server is included with DMS Check In-Out, Fixed Assets, Inventory, and Stockroom; it is not included with DMS Package Track. DMS RF Server is installed on your workstation. When you use DMS RF with the Telnet option, you are able to use Windows CE Symbol devices to connect to the RF Server application on the PC and perform application functions such as inventory counts and item issue or receive from the portable device. Because you are using the DMS RF Server and a RF device connection, the workstation data is updated with the portable data in real-time (there is no data download or upload process). When you use DMS RF with terminal emulation, it requires terminal emulation software setup and device configuration. Before you begin installing your DMS software, it is important to determine which DMS application you are installing and if you are using CE Batch devices or RF devices with your software. When you use DMS CE Batch applications, DMS installation contains important prerequisites that must be completed BEFORE you install DMS. Please refer to DMS CE Batch Installation Setup on page 19. 1
IntelliTrack DMS v8.1 When you use DMS RF applications, RF terminal emulation setup is required after you install DMS. Please refer to your RF Help (Start > All Programs > IntelliTrack > DMS > DMS Application > RF Server) for more information about terminal emulation setup. We encourage you to read through this guide BEFORE you install your DMS v8.1 software; it contains important system setup and upgrade information, installation instructions, CE batch portable installation instructions, and DMS software registration and activation instructions. Upgrade Process If you are upgrading to DMS v8.1 from a previous version, consult the next chapter, Upgrade Information on page 13. It contains important upgrade instructions and considerations. Warning: If you are upgrading to IntelliTrack DMS v8.1 from a previous version, consult Upgrading your Data on page 15 BEFORE you install DMS v8.1. If you do not follow the upgrade instructions BEFORE you install DMS v8.1, the DMS software may not install properly. System Requirements The System Requirements are listed in the table that follow. Table 1: Application Requirements Component Computer and Processor Memory Hard Disk Drive Display Requirement 2 GHz minimum 512 MB RAM; 1 GB or higher if running SQL and IntelliTrack software on same computer At least 3 GB or higher free disk space available CD-ROM or DVD 1024 x 768 or higher resolution monitor 2
Quick Start Guide Table 1: Application Requirements Component Operating System Requirement 32-bit Only: Microsoft Windows XP Professional with Service Pack (SP) 2 or higher, Windows Server 2003 with SP 2 or higher, Windows Server 2003 R2 32-bit and 64-bit: Microsoft Windows Vista Home Premium, Vista Business, Vista Ultimate, Windows 7 Home Premium, Windows 7 Professional, Windows 7 Ultimate, Windows Server 2008 Other 64-bit Only: Windows Server 2008 R2 SP 1 SQL 2008, SQL 2008 Express, SQL 2005, SQL 2005 Express Internet Information Services (IIS), Microsoft Active Sync 4.5 on Windows XP, Windows 2003 Server Mobile Device Center Software on Windows Vista, Windows 7, and Windows Server 2008 Active Network Card If using the full version of Microsoft Access: 2007 Microsoft Office Suite Service Pack (SP) 2 or higher If using the full version of Microsoft Access 2010: 32-bit version only 3
IntelliTrack DMS v8.1 Pre-Installation Considerations Caution: It is important to read the following information PRIOR to installing IntelliTrack DMS v8.1. Before you begin installing DMS v8.1, please take the required network and system information into account: application directory, authentication type, operating system, and for CE Batch scanner users, Remote Data Access (RDA) configuration. The requirements are explained in the following section. Required Network/System Information Operating System: Verify the operating system installed on your IntelliTrack DMS target server PRIOR to the installation of the database server. Verify the operating system installed on your DMS target workstation PRIOR to the installation of the workstation software. Please refer to the System Requirements on page 2 for a list of supported operating systems. For Windows Vista, Windows Server 2008, and Windows 7 Operating Systems, User Account Control must be turned off. Please see Disabling User Account Control (UAC) on page 5. Application Directory: Make sure you know which machine DMS will be installed on, and the drive letter of the \IntelliTrack DMS directory (where the application executable resides). Note: The application directory represents the target path where the workstation application executable resides. Administrative Privileges: To install the application, administrative privileges at the PC are required. Authentication Type: When adding the database to an existing SQL Server installation, know the type of authentication used by your system: Mixed Security: If mixed security is used, the sa password is required. (SQL 2008 requires a strong password.) 4
Quick Start Guide Window Domain Security Only: If this option is used by the system, users must be given read/write permissions to the DMS database BEFORE running DMS. Microsoft ActiveSync or Windows Mobile Device Center: Depending on your operating system, either Microsoft ActiveSync or Windows Mobile Device Center must be installed on your PC BEFORE you install IntelliTrack DMS. Please see Installing Microsoft ActiveSync or Windows Mobile Device Center Software on page 6. Required Settings When using IntelliTrack DMS, certain user account and application settings are required in order to use the application: 1. If you are using the Microsoft Windows Vista, Windows Server 2008, or Windows 7 Operating System, make sure that the User Account Control (UAC) is turned off BEFORE INSTALLING your INTELLI- TRACK SOFTWARE. 2. If you are using the Windows Server 2008 Operating System, the Windows PowerShell must be installed PRIOR to installing IntelliTrack DMS. For more information on installing the Windows PowerShell, please refer to Installing the Windows PowerShell on Windows Server 2008 on page 10. 3. IntelliTrack License Service Port (default port is 15313), TCP Protocol, must be set as a firewall exception. 4. For DMS RF Server, the Telnet Port 23, TCP Protocol must be set as a firewall exception. 5. SQL Server port 1433, TCP Protocol, must be set as a firewall exception. 6. SQL Server port: the workstation needs to be able to accept inbound UDP connections from the SQL Server. 7. HTTP Port 80, TCP Protocol must be set as a firewall exception. Disabling User Account Control (UAC) You must disable User Account Control in Windows Vista and Windows 7 in order to run the IntelliTrack software. 5
IntelliTrack DMS v8.1 Disabling User Account Control in Windows 7 In Windows 7, User Account Control (UAC) is disabled at the User Account Control Settings dialog. To reach this dialog, go to the Start menu and enter UAC or go to the Control Panel s Search box and enter UAC. At the User Account Control Settings dialog, move the slider to the Never Notify position. Disabling User Account Control in Windows Vista/Windows Server 2008 In Windows Vista/Windows Server 2008, UAC is disabled from the Control Panel. Go to the control Panel and enter UAC into the Search box; a link to turn off user account control appears. Click the link, Turn User Account (UAC) on or off. A screen appears that contains the UAC setting; at the Turn on User Account Control (UAC) screen, unmark the Use User Account Control (UAC) to help protect your computer check box. After you disable this setting by making sure the check box is not marked, you must restart your computer for the change to go into effect. CE Batch Portable Setup Your workstation application database and your CE batch portable application database use Remote Data Access to communicate with each other. RDA includes the workstation application, Internet Information Services (IIS), Microsoft Sync Technology, Windows Active Directory Authentication, and Microsoft SQL Server. RDA must be setup and configured BEFORE installing the IntelliTrack workstation application. For more information about RDA setup, please refer to RDA Configuration on page 31. Installing Microsoft ActiveSync or Windows Mobile Device Center Software The Microsoft Sync application must be installed PRIOR to a full component or workstation component installation (it is not required for a Server component installation). Depending on your operating system, you will use 6
Quick Start Guide either Microsoft ActiveSync or Windows Mobile Device Center Software for PC-handheld device communication. Windows XP/Windows Server 2003: uses Microsoft ActiveSync for PC-handheld device communication. For more information about installing and setting up Microsoft ActiveSync, please refer to Installing Microsoft ActiveSync on your Desktop Computer on page 7, Work Network Communication Setting on page 8, and Setting Up a Sync Relationship on page 9. Windows Vista/Windows 7/Windows Server 2008: uses Windows Mobile Device Center software for PC-handheld device communication. For more information about using Windows Mobile Device Center software, please refer to Using Mobile Device Center Software on page 9 and Setting Up a Windows Mobile Partnership on page 10. Installing Microsoft ActiveSync on your Desktop Computer Microsoft ActiveSync needs to be installed on your system according to the RDA setup option that you have chosen. Microsoft ActiveSync is always installed on the same PC as the IntelliTrack workstation application. The Windows XP and Windows Server 2003 operating system use Microsoft ActiveSync for PC-device communication. If you are using Windows Vista, Windows 7, or Windows Server 2008, please refer to Using Mobile Device Center Software on page 9 for information on PC-device communication. Please be aware of the system requirement for the Microsoft ActiveSync version; it can be found in Table 1, Application Requirements, on page 2. If the required Microsoft ActiveSync version is already installed on your computer, skip ahead to the next section, Work Network Communication Setting on page 8. Otherwise, install the ActiveSync software on the PC by downloading the application and then following the prompts in the installation setup. Note: You are able to download the Microsoft ActiveSync application from www.microsoft.com. Please check the application specifications found in the Quick Start Guide for supported version information. 7
IntelliTrack DMS v8.1 Work Network Communication Setting ActiveSync must be configured for work network communication in order to communicate with DMS CE batch. 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. Click the drop-down arrow in the This computer is connected to field and select Work Network from the list that appears. When Work Network is listed in the This computer is connected to field and the Open ActiveSync when my device connects check box is marked, click the OK button to close the Connection Settings window and save your settings. 8
Quick Start Guide Setting Up a Sync Relationship Before you are able to sync data with the device, you must set up a sync relationship (or partnership) between your PC and the device. If you have not established a sync relationship between the device and the PC, the Sync Wizard appears when you connect your device to your PC. Follow the prompts in the wizard to establish a sync relationship between the PC and the device. Please refer to the ActiveSync documentation or your handheld device documentation for detailed information. Using Mobile Device Center Software Microsoft Sync Center is used with Windows Vista, Windows 7, and Windows Server 2008 for device and PC communication. It must be installed on the PC PRIOR to full or workstation installation. If your computer is connected to the Internet, the Sync Center will detect if your system has the Windows Mobile Device Center software installed on your PC when you place your device in the cradle. If it doesn t detect the Windows Mobile Device Center (WMDC) software, it will download and install it automatically from the Microsoft website when you place the device in the cradle. You are able to download and install the Windows Mobile Device Center software from the Microsoft website www.microsoft.com/windowsmobile/devicecenter.mspx. Installing the Desktop Features Experience When you use Windows Server 2008 operating system, you must install the Desktop Features Experience before installing Windows Mobile Device Center software. If you do not install the Desktop Features Experience, you will receive an error when you try to install WMDC software. To install the Desktop Features Experience, go to the computer s Control Panel > Programs and Features > Turn Features On and Off > Features Summary > Add Features > Mark the Desktop Experience selection and then select Install. The Add Features Wizard appears; Click Install to install it. The computer will restart after the Desktop Experience is installed. After the Desktop Features experience is installed, proceed 9
IntelliTrack DMS v8.1 with PC-device connection and Windows Mobile Device Center Software installation. Setting Up a Windows Mobile Partnership Before you can sync with your device, you must set up a partnership between your device and your PC. Connect your handheld device to your PC by means of a cradle or cable; the Windows Mobile Device Center software starts up automatically. Click Set up your device, select the content type that you want to synchronize, and establish a partnership between the computer and the handheld. (If a partnership is already established between your handheld device and your computer, you are already able to synchronize the data.) Note: If you are not able to set up a partnership between your PC and your device, your computer may not be able to detect the device or your device may not be a Windows Mobile Device Center Software supported device. WMDC Work Network Connection Setting In order for DMS CE batch communication, WMDC must be configured for work network communication on the PC where the handheld device(s) will be connected. Installing the Windows PowerShell on Windows Server 2008 These instructions pertain to the Windows Server 2008 Operating System only. If you are not using the Windows Server 2008 Operating System, these instructions do not apply to you. 1. From the Control Panel, select Programs and Features. 2. From the Tasks options to the left, select Turn Windows features on or off. 3. The Server Manager windows appears. From the tree along the left, select the Features node. 4. The Features appear in the right pane of the screen. 10
Quick Start Guide 5. Click the Add Features option to the right. 6. The Add Features Wizard appears. 7. Select the Windows PowerShell feature. 8. Click Next. The Confirm Installation Selections windows appears. It shows the Windows PowerShell selection. 9. To install the Windows PowerShell, click Install. 10. The Installation Progress windows appears. It shows the installation progress. When installation is finished, the Installation Results windows appears. If the PowerShell is installed successfully, you will see an Installation succeeded message. Click Close to close the Add Features wizard and return to the Server Manager windows. 11. Close the Server Manager. You are returned to the Control Panel. 12. Close the Control Panel. The IntelliTrack License Service The IntelliTrack License Service is installed on one computer in your network. It is installed during a full or server IntelliTrack software installation. Usually your system administrator or your DMS administrator determine the network location of the IntelliTrack License Service. We recommend that you determine the IntelliTrack License Service PC before you install your IntelliTrack software. Once it is installed on your network, Intelli- Track software setup will detect it so that it will not be installed again. Note: If you are upgrading to DMS v8.1 from DMS v8 or v7, the Intelli- Track License Service should already be on your system; you do not have to install it again. The PC that contains the IntelliTrack License Service also contains the IntelliTrack License Manager. You register and activate your DMS software at the IntelliTrack License Manager. Once your DMS license is added to the License Manager, all DMS applications, components, and add-ons installed on your system are activated and run in the fully licensed version. For more information, please see Registering your Software on page 82. 11
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CHAPTER 2 Upgrade Information Quick Start Guide When upgrading to IntelliTrack DMS v8.1 from a prior version, you need to prepare your system for the upgrade PRIOR to installing DMS v8.1. Important: If you are upgrading to DMS v8.1 from a prior version, you need to upgrade your data BEFORE you install DMS v8.1 by running a data upgrade script. For information on upgrading your data from the previous IntelliTrack version, please consult Table 2, DMS v8.1 Software Data Upgrade Process by Previous Version, on page 15 to determine the proper data upgrade sequence BEFORE you install DMS v8.1. Warning: Read the upgrade information contained in this section PRIOR to installing IntelliTrack DMS v8.1. The following section contains important information on upgrading your data and removing your previous IntelliTrack version. If you do not prepare for the software upgrade, your DMS v8.1 software may not install successfully. Warning: Custom modifications are not preserved with DMS upgrades. For more information, please see Custom Modifications on page 13. Custom Modifications Custom modifications to DMS are not preserved with DMS upgrades. After upgrading your DMS application, any modifications will need to be reimplemented in the new installation. 13
IntelliTrack DMS v8.1 Warning: Any customizations to your current version of DMS will need to be recreated for DMS v8.1. If you need access to your customizations, DO NOT INSTALL DMS v8.1 until you have converted them for this version. For questions about DMS v8.1 and previous software customizations, please contact IntelliTrack software services by email at services@intellitrack.net or by telephone at 410-771-3060. CE Batch Portable Application Upgrade Preparation If you use the DMS CE Batch Portable application, please complete these steps BEFORE installing DMS v8.1. Clear the existing data from your batch portable application(s) by uploading the data to the workstation application. Next, uninstall the DMS Batch Portable Application from the portable device(s). After uninstalling the DMS batch portable application from the portable device(s), cold boot the portable(s). Removing the Previous DMS Version If installing an upgrade, the previous version of DMS MUST BE REMOVED from your system BEFORE installing the new software. Before you remove the previous version from your system, create a backup copy of your database. If you currently use v4.3 SQL or v5.x, back up your SQL Server database by using Enterprise Manager or Management Studio, or use the batch utility, backup.bat found in your application directory. If you currently use v4.x, standard Access version, copy your Access database and save it to a different location. If you are upgrading from v4.x or lower, please consult IntelliTrack Software Services for data upgrading. To remove the previous software version, use the Windows control panel to Add/Remove Programs and remove the IntelliTrack application. Use Windows Explorer to delete the directory where the previous version was installed. 14
Quick Start Guide The IntelliTrack License Service If you are upgrading to DMS v8.x from DMS v7, the IntelliTrack License Service should already be installed on your system. You do not have to install it again. You are able to use it with DMS v8.x software. Upgrading your Data If you are upgrading to DMS v8.1 from a previous version, please consult Table 2, DMS v8.1 Software Data Upgrade Process by Previous Version, on page 15 to determine the data upgrade process. Table 2: DMS v8.1 Software Data Upgrade Process by Previous Version Previous DMS Software Version Number DMS v4.x standard Access version or prior DMS Package Track v2.x Standard version DMS Check In-Out, Inventory, or Stockroom v5.0 SQL Version Database Upgrade Process Please contact IntelliTrack Software Services at 410-771-3060 for installation assistance. Please contact IntelliTrack Software Services at 410-771-3060 for installation assistance. BEFORE you install the v8.1 software, you must run the following upgrade scripts: First, run the 5.0 to 5.1 upgrade script (50to51.sql) for your database. Second, run the 5.2 to 7.1 upgrade script (52to71.sql). The upgrade scripts are located on your installation CD Disk #1 in the following folders: Check In-Out: CIO Inventory: INV Stockroom: STK Before you run the upgrade scripts, we recommend that you back up your data. 15
IntelliTrack DMS v8.1 Table 2: DMS v8.1 Software Data Upgrade Process by Previous Version (Continued) Previous DMS Software Version Number DMS Fixed Assets v5.0 SQL version without the RFID addon DMS Fixed Assets v5.0 SQL version with the RFID add-on DMS Fixed Assets v5.1 SQL version with the RFID add-on DMS Fixed Assets v5.2 SQL version with the RFID add-on Database Upgrade Process BEFORE you install the v8.1 software: First, run the 5.0 to 5.1 fxa upgrade script (50to51fxa.sql) for your database. Second, run the 5.2 to 7.1 upgrade script (52to71.sql). The upgrade scripts are located on your installation CD Disk #1 in the following folder: FXA. Before you run the upgrade script, we recommend that you back up your data. BEFORE you install the v8.1 software: First, run the 5.0 to 5.1 fxa upgrade script (50to51fxa.sql) for your database; second, run the 5.1 to 5.2 upgrade script (51to52.sql) for your database. Third, run the 5.2 to 7.1 upgrade script (52to71.sql) for your database. The upgrade scripts are located on your installation CD Disk #1 in the following folder: FXA. Before you run the upgrade scripts, we recommend backing up your data. BEFORE you install the v8.1 software: First, run the 5.1 to 5.2 upgrade script (51to52.sql) for your database. Second, run the 5.2 to 7.1 upgrade script (52to71.sql) for your database. The upgrade scripts are located on your installation CD Disk #1 in the following folder: FXA. Before you run the upgrade script, we recommend backing up your data. BEFORE you install the v8.1 software: Run the 5.2 to 7.1 upgrade script (52to71.sql) for your database. The upgrade script is located on your installation CD Disk #1 in the following folder: FXA. Before you run the upgrade script, we recommend backing up your data. 16
Quick Start Guide Table 2: DMS v8.1 Software Data Upgrade Process by Previous Version (Continued) Previous DMS Software Version Number DMS Check In-Out, Inventory, Stockroom v5.1 SQL or higher DMS Fixed Assets v5.1 SQL or higher without the RFID add-on DMS Package Track v3.0 DMS Package Track v3.1 SQL to DMS Package Track 7.0 Database Upgrade Process Before you install the v8.1 software: run the 5.2 to 7.1 upgrade script (52to71.sql) for your database. The upgrade script is located on your installation CD Disk #1 in the folder that pertains to your application: Check In-Out: CIO, Inventory: INV Stockroom: STK. Before you run the upgrade script, we recommend backing up your data. Before you install the v8.1 software: run the 5.2 to 7.1 upgrade script. The upgrade script is located on your installation CD Disk #1 in the following folder: FXA. Before you run the upgrade script, we recommend backing up your data. Before you install the v8.1 software: run the 3.0 to 3.1 upgrade script (30to31.sql) for your database. The upgrade script is located on your installation CD Disk #1 in the following folder: PTSQL. Before you run the upgrade script, we recommend backing up your data. Your database is automatically upgraded during the installation process. Before you install DMS v8.1 we recommend backing up your data. 17
IntelliTrack DMS v8.1 Table 2: DMS v8.1 Software Data Upgrade Process by Previous Version (Continued) Previous DMS Software Version Number DMS v7.0 (Check In-Out, Fixed Assets, Inventory, and Stockroom) Database Upgrade Process If you are running the 7.1 database, your data is automatically upgraded during installation. To determine if you are running the 7.1 database, look up the database version in the Usys version table. DMS v8.0 (Check In-Out, Fixed Assets, Inventory, Stockroom, and Package Track) IMPORTANT: If you are running the 7.0 database, run the 7.0 to 7.1 upgrade script before you install the v8 software. The upgrade script is located on your installation CD Disk #1 in the folder that pertains to your application: Check In-Out: CIO Inventory: INV Stockroom: STK Fixed Assets: FXA Before you install DMS v8.1, we recommend backing up your data. Your data is automatically upgraded during the installation process. Before you install DMS v8.1, we recommend backing up your data. 18
CHAPTER 3 DMS CE Batch Setup Quick Start Guide DMS CE Batch Installation Setup This section covers DMS CE Batch installation issues and procedures. Use the DMS Batch application to collect data remotely with a batch portable device. For a complete listing of supported devices and operating systems, please visit the Hardware Support Matrix at the IntelliTrack website, www.intellitrack.net. Important: The setup outlined in this section refers to DMS CE Batch setup. IF you are not using DMS CE Batch, it does not apply to you. Important: If you are using DMS RF, please consult your DMS RF Guide, which is available in PDF format from the DMS RF Server Start menu: Start > All Programs > IntelliTrack > DMS > DMS Application > RF Server > RF Help. DMS Installation Prerequisites when Using DMS CE Batch IntelliTrack applications use Remote Data Access (RDA) for workstationbatch communication. RDA encompasses many components and involves system setup. The following sections go through the DMS Batch installation setup process. The procedures will vary according to your operating system (Windows XP, Windows Server 2003, Windows Server 2008, Windows Vista, or Windows 7). Please consider your DMS Batch setup BEFORE installing DMS. Warning: If Remote Data Access is not properly setup and configured, the workstation and device will not be able to communicate with each other. 19
IntelliTrack DMS v8.1 The steps for completing the IntelliTrack DMS Batch Application prerequisites differ by operating system. Please refer to the steps for the operating system that your computer uses: Windows Vista/Windows 7: Batch Installation Prerequisites for Windows Vista and Windows 7 on page 20. Windows Server 2008: Batch Installation Prerequisites for Windows Server 2008 on page 23. Windows XP/Windows Server 2003: Batch Installation Prerequisites for Windows XP/Windows Server 2003 on page 25. Batch Installation Prerequisites for Windows Vista and Windows 7 If you are using Windows Vista or Windows 7, follow these basic steps for batch installation preparation: 1. Windows Vista uses Internet Information Services (IIS) v7.0. To use IIS v7 for workstation-batch database communication, certain settings must be turned on PRIOR to IntelliTrack DMS installation on the device. This includes: Turning On IIS, Turning On IIS Web Management Tools, and Turning On IIS World Wide Web Services. Please refer to Required IIS Settings for Windows Vista and Windows 7 on page 21 for more information. 2. Familiarize yourself with the RDA components. Please refer to Remote Data Access (RDA) Components on page 28 for more information. 3. Windows Vista uses Windows Mobile Device Center (WMDC) Software for PC-device data synchronization. You must set up a Windows Mobile Partnership between the PC and the device. Please refer to Using Mobile Device Center Software on page 9, WMDC Work Network Connection Setting on page 10, and Setting Up a Windows Mobile Partnership on page 10 for more information. 4. IntelliTrack DMS uses Remote Data Access for workstation-batch database communication. You must determine your setup option and go through the RDA setup configuration steps before installing Intelli- Track DMS. Please refer to RDA Configuration on page 31 for more information. 20
Quick Start Guide 5. After you install DMS, test your setup by going to the DMS Batch Synchronization Utility and testing the Sync URL setting. Please refer to Sync URL Setting on page 70 for more information. 6. If you are using a firewall, certain ports must be set as firewall exceptions. Please refer to Applying Firewall Exceptions on page 39 for more information. 7. Make sure that User Account Control (UAC) is disabled. Please refer to Disabling User Account Control (UAC) on page 5 for more information. 8. Determine the IntelliTrack Device Installation that you will use for installing the IntelliTrack DMS application to your device. Please refer to Determining your Device Installation on page 73. Required IIS Settings for Windows Vista and Windows 7 Important: These requirements pertain to Windows Vista/Windows 7 operating systems. The required settings are listed in this section. If you are not using Windows Vista/Windows 7/IIS v7.0, this section does not apply to you. Internet Information Services (IIS) version 7 is included with Windows Vista and Windows 7. However, you must turn Internet Information Services (IIS) on before you can use it. Additionally, you must turn on specific web management tools and world wide web services settings for Remote Data Access (RDA), which DMS uses for workstation application and CE batch portable application database communication. You must turn on IIS and enable the required features BEFORE installing IntelliTrack DMS and the CE Batch component. To turn IIS on and enable the required features for DMS CE Batch, please refer to the instructions that follow in these sections: Turning On IIS on page 21; Turning on the IIS Web Management Tools on page 22; Turning on the IIS World Wide Web Services on page 22. Turning On IIS To turn on IIS, please refer to the instructions that follow. 21
IntelliTrack DMS v8.1 IIS and the required features are turned on at the Windows Features window. Click Start > Control Panel. The Control Panel selections appear. Select Control Panel Home from the task bar found along the left side of the window. From the selections that appear in the right pane of the window, select Programs. The Program options appear in the window. From the Program and Features options in the right pane of the window, select Turn Windows features on or off. A dialog box appears, asking you if you want to continue. Select Yes to continue. The Turn Windows features on or off window appears. Mark the Internet Information Services check box to turn IIS on. Turning on the IIS Web Management Tools To turn on the IIS Web Management Tools features, please refer to the steps that follow. After you turn on IIS, you need to turn on specific IIS features. In the Windows Features window, click on the plus sign next to Internet Information Services. The Internet Information Services features appear; they include FTP Publishing Service, Web Management Tools, and World Wide Web Services. You will need to turn on specific Web Management Tools and World Wide Web Services features. Click the plus sign next to Web Management Tools; the options available for this category appear. Click the plus sign next to IIS Management Compatibility option; the selections available for this option appear; mark the check box next to IIS 6 WMI Compatibility and IIS Metabase and IIS 6 configuration compatibility to turn on these features. Mark the check box next to the IIS Management Console selection to turn on this feature. Turning on the IIS World Wide Web Services To turn on the IIS World Wide Web Services features: 22
Quick Start Guide After you turn on the IIS Web Management Tools features, turn on the IIS World Wide Web Services features from the Windows Features window. Click the plus sign next to the World Wide Web Services selection; the options available for this category appear. Click the plus sign next to the Application Development Features selection, the options available for this selection appear. Mark the check box next to the following options to turn on these features:.net Extensibility, ASP.NET, ISAPI Extensions, and ISAPI Filters. Click the plus sign next to the Common Http Features selection, the available options appear: mark the check box next to the following features to turn them on: Default Document, Directory Browsing, HTTP Errors, HTTP Redirection, and Static Content. Click the plus sign next to the Health and Diagnostics selection, the options available for this selection appear; mark the check box next to the following features to turn them on: HTTP Logging, Request Monitor. Click the plus sign next to the Performances Features selection, the options available for this selection appear; mark the check box next to the following feature to turn it on: Status Content Compression. Click the plus sign next to the Security selection, the options available for this selection appear, mark the check box next to the following features to turn them on: Request Filtering and Windows Authentication. Applying the IIS Settings After you have enabled the required settings for IIS v7, click OK to apply them to your system. After the settings are applied, the Windows Features windows closes and you are returned to the Control Panel. Batch Installation Prerequisites for Windows Server 2008 If you are using Windows Server 2008, follow these basic steps for batch installation preparation. 1. Familiarize yourself with the RDA components. Please refer to Remote Data Access (RDA) Components on page 28. 23
IntelliTrack DMS v8.1 2. Determine your RDA configuration. Please refer to RDA Configuration on page 31. 3. Make sure that IIS is installed and operational. In Windows Server 2008, Web Server (IIS) is installed from the Server Manager. To install Web Services (IIS) from the Server Manger, open the Server Manager and select the Features node. Select Add Features to reach the Add Features wizard. From the wizard, select the Remote Server Administration Tools > Web Server (IIS) Tools to install IIS. Please refer to your Windows documentation for more information on installing IIS. For 32-bit operating systems, you must install the asp.net and IIS 6 Management Compatibility role service with IIS. For 64-bit operating systems, you must install the Application Development and IIS 6 Management Compatibility role services with IIS. 4. Make sure the Windows PowerShell is installed. To reach the installation for the Windows Power Shell, go to Admin Tools > Server Manager > Add Features. Select Windows Power Shell and select Install. Follow the prompts to install the Windows Power Shell. (For more information, please refer to Installing the Windows PowerShell on Windows Server 2008 on page 10.) 5. Windows Server 2008 uses Windows Mobile Device Center (WMDC) software for PC-device data synchronization. You must install the Desktop Features Experience before installing WMDC. Please refer to Installing the Desktop Features Experience on page 9 for more information. 6. You must set up a Windows Mobile Partnership between the PC and the device. Please refer to Using Mobile Device Center Software on page 9, WMDC Work Network Connection Setting on page 10, and Setting Up a Windows Mobile Partnership on page 10 for more information. 7. After you install DMS, test your setup by going to the DMS Batch Synchronization Utility and testing the Sync URL setting. Please refer to Sync URL Setting on page 70 for more information. 8. If you are using a firewall, certain ports must be set as exceptions in order for the workstation and batch application databases to communicate with each other. Please refer to Applying Firewall Exceptions on page 39 for more information. 24
25 Quick Start Guide 9. Make sure that User Account Control (UAC) is disabled. Please see Disabling User Account Control in Windows Vista/Windows Server 2008 on page 6. 10. Determine the IntelliTrack Device Installation that you will use for installing the IntelliTrack DMS application to your device. Please refer to Determining your Device Installation on page 73. Batch Installation Prerequisites for Windows XP/Windows Server 2003 If you are using Windows XP or Windows Server 2003, follow these basic steps for batch installation preparation. 1. Familiarize yourself with the RDA components. Please see Remote Data Access (RDA) Components on page 28 for more information. 2. Determine your RDA configuration. Please refer to RDA Configuration on page 31 for more information. 3. Make sure that IIS is installed and operational. You will use IIS v5.x with the Windows XP Operating System. Please refer to your Windows documentation for more information on installing IIS. 4. Install Microsoft ActiveSync and establish a partnership with your device. Make sure that the connection setting is set for work network. Please refer to Installing Microsoft ActiveSync on your Desktop Computer on page 7, Work Network Communication Setting on page 8, and Setting Up a Sync Relationship on page 9 for more information. 5. If you are using a firewall, certain ports must be set as exceptions. Please refer to Applying Firewall Exceptions on page 39 for more information 6. Test your IIS setup after IntelliTrack installation by going to the DMS Batch Synchronization Utility and testing the Sync URL setting. Please refer to Sync URL Setting on page 70. 7. Determine your Device Installation. Please refer to Determining your Device Installation on page 73. Windows Server 2003 Requirement AFTER DMS Installation Windows Server 2003 requires a batch installation setup step AFTER you install IntelliTrack, set up the web service extensions for IntelliTrack DMS.
IntelliTrack DMS v8.1 Please refer to Allowing the DMS Web Service Extension in Windows Server 2003 on page 26. Allowing the DMS Web Service Extension in Windows Server 2003 If you are using IIS v6.0 with the Windows Server 2003 operating system, you must enable the web service extensions to allow the DMS Sync URL dll to run AFTER DMS installation. This applies to both automatic and manual IIS configuration options. Important: If you do not enable the DMS web extension in IIS v6.0, you cannot synchronize the IntelliTrack DMS v8.1 workstation and batch portable application databases. 1. From the Control Panel options, select Administrative Tools. 2. The Administrative Tools available appear on the screen. 3. Next, select Internet Information Services (IIS) Manager. The Internet Information Services Manager options appear. 4. In the navigation pane of the window, select the Web Service Extensions folder. The Web Service Extensions options appear in the right pane of the window. 5. In the Tasks portion of the window, select Add a new Web service extension... option. The New Web Service Extension window appears. 26
Quick Start Guide 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.) 8. Mark the Set extension status to Allowed check box. 9. Next, click the OK button to close the New Web Service Extensions window and return to the Web Services Extension portion of the IIS Manager window. 10. The Internet Information Services (IIS) Manager window appears. The Web Service Extensions portion is still selected. The DMS Web Service Extension status has been set to Allowed. 27
IntelliTrack DMS v8.1 11. After you enable the web service extensions for IntelliTrack, make sure the web service extension for asp.net 2.0 is allowed. Remote Data Access (RDA) Components Remote Data Access (RDA) involves the following components: IntelliTrack Workstation Application Internet Information Services (IIS) Microsoft ActiveSync or Windows Mobile Device Center Software Microsoft SQL Server/Microsoft SQL Server Compact Edition The required components for Remote Data Access (RDA) are discussed in this section. IntelliTrack Workstation Application The IntelliTrack workstation application is used to input system data, run reports, and maintain application history. The batch application data is integrated into the workstation application. You must have the IntelliTrack workstation application installed on your system before you install the batch application on the device. Internet Information Services (IIS) Internet Information Services (IIS) is a Windows component that your batch application database uses to communicate with the main IntelliTrack workstation database. IIS is included with Windows XP Professional, Win- 28
Quick Start Guide dows Server 2003, Windows Vista, Windows 7, and Windows Server 2008. IIS must be properly setup and configured before the SQL Server and the SQL CE databases will communicate. If you use Window Vista or Windows 7/IIS v7.0, you must turn on IIS and specific settings BEFORE installing DMS. Please refer to Required IIS Settings for Windows Vista and Windows 7 on page 21. If you use Windows Server 2008/IIS 7, you must install IIS and specific role services BEFORE installing DMS. Please see Batch Installation Prerequisites for Windows Server 2008 on page 23. Important: You must install or turn on IIS BEFORE installing the Intelli- Track workstation. IIS will only accept connections if it can locate an active network connection. If your computer does not have a network adapter, you must install and configure one or IIS will not work. In addition, if your network card is only active when connected to a network, then you must connect your network card to a network or to a hub or switch, even if that hub or switch is not connected to anything else. Please see your network administrator if you have questions about the network connection status on your computer. Microsoft ActiveSync or Windows Mobile Device Center Software Depending on your operating system, you will use either Microsoft Active- Sync or Windows Mobile Device Center Software for PC-handheld device communication. Microsoft ActiveSync is used by Windows XP and Windows Server 2003 for PC and device communication. It must be installed on the same PCs where the portables will be connected and it must be configured to allow the portable to gain access to the network. Before installing the DMS Batch application on the handheld device, make sure that Microsoft ActiveSync is installed on your PC, a partnership is established between your handheld device and your computer, and that you are able to synchronize data between the PC and your handheld device. For more information about installing ActiveSync on your desktop computer, please refer to Installing Microsoft ActiveSync on your Desktop Computer on page 7. For more 29
IntelliTrack DMS v8.1 information about configuring Microsoft ActiveSync, please refer to Work Network Communication Setting on page 8. For more information about setting up a partnership between your PC and the handheld device, please refer to Setting Up a Windows Mobile Partnership on page 10. Windows Mobile Device Center Software and the Microsoft Sync Center are used with Windows Vista, Windows 7, and Windows Server 2008 operating systems for device and PC communication. Make sure that a twoway sync partnership is established between your PC and your device. Also, make sure that your device is a sync center supported device that uses Windows Mobile Device Center software. Using WMDC with Windows Server 2008 When you use Windows Server 2008 operating system, you must install the Desktop Features experience before installing WMDC software (refer to Installing the Desktop Features Experience on page 9 for more information). Microsoft SQL Server IntelliTrack uses Microsoft SQL Server to run the workstation application database and Microsoft SQL Server Compact Edition to run the batch application database. Microsoft SQL Server is a server application that runs the IntelliTrack DMS IntelliTrack DMS v8.1 database. The Microsoft SQL Server Express is also a server application that runs the IntelliTrack DMS v8.1 database. If you are not using SQL Server, the system will install and use SQL Express to run the IntelliTrack IntelliTrack DMS v8.1 database. SQL Server or SQL Express must be properly setup and configured before the SQL Server and the SQL CE database will communicate (please refer to RDA Configuration on page 31 for more information). (Microsoft SQL Server Compact Edition is the database engine used on the handheld device to run the IntelliTrack DMS CE database. It is installed on the handheld device during CE Batch Portable installation. The information that is stored in the local SQL Server CE database table is transferred to the main Intelli- Track workstation application database during a data upload and then integrated into the main database after it is processed.) 30
RDA Configuration Quick Start Guide Important: The sections that follow deal with advanced network settings. Consult your system administrator to determine the best Remote Data Access (RDA) setup option for your system. The required components for Remote Data Access (RDA) can be installed on your system in various configurations: installing all components on a single computer, distributing the components between two computers, or distributing the components on three or more computers. Another element to RDA is permissions. In a domain setting, active directory permissions must be allowed for PCs in the network domain that receive data from the DMS Batch application. Please note that in a workgroup setting, active directory is not used (local permissions are used). RDA Setup Categories IntelliTrack contains two RDA setup categories: Automatic IIS Setup: allows for automatic IIS-IntelliTrack CE configuration when you run the Create IIS Dependencies Utility. This utility is run during IntelliTrack software installation when you opt to automatically configure IIS. The utility is also accessible from your Program menu: Start > Programs > IntelliTrack > DMS Application > Create IIS Dependencies Utility. In order for the Create IIS Dependencies Utility to properly configure IIS, IIS must be installed and configured according to the batch installation prerequisites for your operating system: Windows 7/Windows Vista: Batch Installation Prerequisites for Windows Vista and Windows 7 on page 20. Windows Server 2008: Batch Installation Prerequisites for Windows Server 2008 on page 23. Windows XP/Windows Server 2003: Batch Installation Prerequisites for Windows XP/Windows Server 2003 on page 25. For more information about Automatic IIS Setup options, please see Automatic IIS Setup on page 33. For more information about the 31
IntelliTrack DMS v8.1 Create IIS Dependencies Utility, please see Create IIS Dependencies Utility on page 35. Manual IIS Setup: cannot use the IntelliTrack Create IIS Dependencies Utility to configure IIS for IntelliTrack CE Batch communication. You must manually configure IIS. Manual IIS setup involves advanced knowledge of IIS and advanced network administration knowledge. For more information about manual IIS setup, please see Manual IIS Setup on page 36. For more information about manual IIS configuration, please see Manual IIS Setup Security Requirements on page 38. For manual IIS setup procedures, please see Manual IIS RDA Setup Requirements on page 53. In determining your Remote Data Access configuration, consider whether you want to use the Automatic IIS Setup Option or the Manual IIS Setup option for IntelliTrack CE Batch configuration. RDA Setup Glossary of Terms Some common terms used in RDA Setup are found below. DMS_USER Role: IntelliTrack DMS v8.1 user account in SQL Server. If using a remote PC/server configuration for IIS, the IIS user needs permission to use SQL Server database. Domain: a computer grouping within a network that has a unique name; the computers share a common directory database. All computers in the domain are administered as part of a unit with common rules and procedures. 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 is 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. IIS Account: an administrative account that your handheld device or PDT uses to communicate with the database. 1. Windows XP Explorer Help and Support Center Glossary: Domain entry. Accessed February 1, 2010. 32
Quick Start Guide IIS Anonymous User: if IIS is installed, a built-in account for anonymous access to IIS. IIS Server: the PC on which IIS resides. It is either your local PC or a remote PC/server, depending on your configuration option. IIS Sub folder: the IIS folder found under the common files in the program folder. The directory is typically located at: for 32-bit systems, C:\Program Files\Common Files\IntelliTrack\IIS or for 64-bit systems, C:\Program Files(x86)\Common Files\IntelliTrack\IIS. It contains the resource dll for the application s use of IIS (sqlcesa35.dll). sqlcesa35.dll: the resource dll for the application s use of IIS. Permissions: security rights to write and use the IIS account with your IntelliTrack application. Sync URL: the address for the IIS sub folder in which the resource dll resides. (This is a network location if your IIS account resides on a server PC. Depending on your configuration, it should look similar to: http://{iis computer name}/intellitrack/ sqlcesa35.dll. Windows NT Authentication: Uses your Windows password and login when you log into SQL Express or SQL Server. Workgroup: a computer grouping intended to help users find printers and shared folders within a group. In Windows, workgroups do not offer centralized user accounts or authentication. 2 Automatic IIS Setup When IIS and SQL Server reside on the same computer, you are able to use the IntelliTrack Create IIS Dependencies Utility to automatically configure your IIS setup for IntelliTrack CE Batch communication. When you use this utility, IIS setup is automatically handled by the utility. The utility is run during IntelliTrack software installation when you opt to automatically configure IIS. 2. Windows XP Explorer Help and Support Center Glossary: Workgroup entry. Accessed February 1, 2010. 33
IntelliTrack DMS v8.1 RDA Configuration for Automatic IIS Setup In order to use the Create IIS Dependencies Utility for automatic IIS setup, you must include IIS and SQL Server on the same computer in your RDA setup. Automatic IIS RDA Setup Options IntelliTrack software supports two basic RDA configurations for automatic IIS setup. Please note the following about these options: Work in both a domain and workgroup network environment. Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility may be used to configure IIS and SQL Server permissions. In the first RDA setup example below, all RDA components are installed on one local computer. This is the most straightforward setup option. Notice that IIS and SQL Server are installed on this one computer, hence, this RDA setup supports automatic IIS setup with the IntelliTrack Create IIS Dependencies Utility. The following applications are installed on the same computer: -- IntelliTrack Workstation Application -- Microsoft ActiveSync or Windows Mobile Device Center software -- IIS -- SQL Express, or SQL Server The next RDA setup example uses two computers: the IntelliTrack workstation application and ActiveSync or Windows Mobile Device Center software are installed on the local computer. SQL Server, IIS, and the workstation application are installed on a remote computer. Notice that IIS and SQL Server are installed on this one computer, hence, this RDA setup supports automatic IIS setup with the IntelliTrack Create IIS Dependencies Utility. 34
Quick Start Guide Local Computer Contains: -- IntelliTrack Workstation Application -- Microsoft ActiveSync or Windows Mobile Device Center software Remote Computer Contains: -- SQL Server -- IIS -- IntelliTrack Workstation Application Security Procedures with Automatic IIS Setup When you use an automatic IIS RDA setup option, please be aware of the following security requirements: The installer must have administrative privileges on the computer. This setup option may use SQL Server or NT Authentication with SQL Express or SQL Server. This setup option does not require a Domain user account. Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility (Start > All Programs > IntelliTrack > DMS > DMS Application > Create IIS Dependencies) may be used to configure IIS and SQL Server permissions with this setup option. Create IIS Dependencies Utility When you run the Create IIS Dependencies Utility, it will automatically setup your IIS for IntelliTrack CE Batch communication.the utility is run automatically during IntelliTrack software installation when you mark the Automatically Configure IIS option during installation setup. This utility performs the following setup requirements automatically: Creates the virtual directory (erases existing virtual directory before creating the new one.) Sets full control file permissions for the Internet user in the virtual directory. Adds the Internet user to the DMS_USER role in SQL Server. 35
IntelliTrack DMS v8.1 Verifies the Sync URL setting in the Batch Synchronization Utility. It should be set to http://{computer name}/intellitrack/ sqlcesa35.dll. For more information about the Sync URL setting in the Batch Synchronization Utility, please see Sync URL Setting on page 70. Manual IIS Setup When IIS and SQL Server reside on different computers, you must manually configure IIS for IntelliTrack CE Batch communication after you install your IntelliTrack software. Warning: When you use a manual IIS setup option, you cannot use the IntelliTrack Create IIS Dependencies Utility to configure IIS for IntelliTrack CE Batch communication. You must configure IIS for IntelliTrack CE Batch communication manually after you install your IntelliTrack software. Manual IIS configuration requires advanced knowledge of Internet Information Services and requires advanced network setup. RDA Configuration for Manual IIS Setup When IIS and SQL Server do not reside on the same computer in your network setup, the IntelliTrack Create IIS Dependencies Utility cannot be used to configure IIS for IntelliTrack CE Batch communication. You must manually configure it. For manual IIS configuration setup procedures, please see Manual IIS RDA Setup Requirements on page 53. To see manual IIS RDA setup examples, please see the next section, Manual IIS RDA Setup Options on page 36; for security requirements with manual IIS setup, please see Manual IIS Setup Security Requirements on page 38. Manual IIS RDA Setup Options IntelliTrack software supports two basic RDA configurations for manual IIS setup. Please note the following about these options: Works in a domain environment only. 36
Quick Start Guide Since IIS and SQL Server reside on different computers, you must manually configure the IIS and SQL Server permissions. This first manual IIS option shown below uses two computers: the Intelli- Track 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 software --IIS Remote Computer Contains: -- SQL Server This following manual IIS RDA setup option uses three or more computers; the IntelliTrack workstation application and ActiveSync or Windows Mobile Device Center software are installed on the local computer; IIS and the workstation application are installed on a remote computer, SQL server is installed on another remote computer. 37
IntelliTrack DMS v8.1 Local Computer Contains: Remote Computer Contains: -- IntelliTrack -- SQL Server Workstation Application --Microsoft ActiveSync or Windows Mobile Device Center software Remote Computer Contains: --IntelliTrack Workstation Application -- IIS Manual IIS Setup Security Requirements When you use SQL Server and IIS reside on different computers, please be aware of the following security requirements. The installer must have administrative privileges on the PC. You may only use SQL Server Authentication with SQL Server. A domain user account is required. Since IIS and SQL Server reside on different computers, the Create IIS Dependencies Utility cannot be used to configure IIS and SQL Server permissions; they must be manually configured. Please refer to Manually Configuring IIS on Windows XP/Windows Server 2003 Operating Systems on page 54 or Manually Configuring IIS in Windows Vista/ Windows 7/Windows Server 2008 Operating Systems on page 57 for more information. Set the Sync URL setting in the Batch Synchronization Utility to: http://{iis Computer name}/intellitrack/ sqlcesa35.dll. For more information about the Sync URL setting in the Batch Synchronization Utility, please refer to Sync URL Setting on page 70. 38
PC and Handheld Device Communication Quick Start Guide Depending on your operating system, you will use either Microsoft Active- Sync or Windows Mobile Device Center Software for PC-handheld device communication. Windows XP/Windows Server 2003: uses Microsoft ActiveSync for PC-handheld device communication. For more information about installing and setting up Microsoft ActiveSync, please refer to Installing Microsoft ActiveSync on your Desktop Computer on page 7, Work Network Communication Setting on page 8, and Setting Up a Sync Relationship on page 9. Windows Vista/Windows 7/Windows Server 2008: uses Windows Mobile Device Center software for PC-handheld device communication. For more information about using Windows Mobile Device Center software, please refer to Using Mobile Device Center Software on page 9 and Setting Up a Windows Mobile Partnership on page 10. Applying Firewall Exceptions Important: This is an advanced setting. Please consult your network administrator before applying any firewall exceptions. This section applies to computers that use an installed firewall or the Windows firewall. In order for IntelliTrack batch data syncing to take place when you use a firewall, the following ports must be set as exceptions: IntelliTrack License Service Port: 15313 is the default setting that IntelliTrack uses; Protocol: TCP IntelliTrack SQL Server Port: 1433; Protocol: TCP IntelliTrack SQL Server Port: the workstation needs to be able to accept inbound UDP connections from the SQL Server HTTP Port 80; Protocol: TCP 39
IntelliTrack DMS v8.1 40
CHAPTER 4 Installing the Application Quick Start Guide To install the application, administrative privileges at the PC are required. Your IntelliTrack software comes on 2 CDs. Important: If you are upgrading to IntelliTrack v8.1 from a previous version, please consult Upgrade Information on page 13 and Upgrading your Data on page 15 for information about upgrading your data. You must upgrade your data BEFORE installing v8.1. We recommend backing up your current database BEFORE upgrading your data Installation Terms During installation, you will come across various terms. These terms, as they relate to DMS, are defined below. Authentication: The method that IntelliTrack DMS uses to validate the desktop computer s user status with your SQL Server login name and password. When installing the application, you must set the SQL Server authentication type. It is either SQL Authentication (uses sa account and a defined password) or NT Authentication (uses network/ domain accounts to validate the Windows account being used to connect to SQL Server). Computer, work machine, or PC: Refers to a desktop computer that runs the DMS application. Database: The collection of data that is found in the DMS application. In order to run IntelliTrack DMS, you must establish the database connection with the server. Data Link Properties Form: After you install the application, this computer window or form shows the server name, server login information, and the database name. You are able to reach it from your DMS program directory (or folder), for 32-bit systems, usually C:\Program Files\IntelliTrack\DMS application\8.1\data.udl or for 64-bit systems, C:\Program Files(x86)\IntelliTrack\DMS applica- 41
IntelliTrack DMS v8.1 tion\8.1\data.udl by double-clicking on the DATA.UDL file or from your DMS workstation application; Tools > Database. You may change the server and/or database location for the DMS application from the Data Link Properties form. Server: The computer on which SQL Express or SQL Server resides. In order to run DMS, you must establish the database connection with the server. SQL Express: A lite version of SQL Server that is used to run the DMS database. If you are a new user and do not have SQL Server Full version installed on your system, SQL Express will be installed during the installation process to run the DMS database. SQL Server: The SQL Server is an application that runs/manages the DMS database (instead of SQL Server Express). Strong Password: Required for SQL login with SQL 2008. A strong password is a complex password that is at least 8 characters long and contains varied characters (see SQL Server Strong Password Requirement on page 43 for specifics). Workstation Application: The IntelliTrack DMS application that runs on the desktop computer. Application Installation If you are upgrading to DMS v8.1 from a previous version, please make sure that you have consulted Upgrade Information on page 13 BEFORE you install your new software. Warning: If you are upgrading to DMS v8.1 from v5.x, please consult Table 2, DMS v8.1 Software Data Upgrade Process by Previous Version, on page 15 for information about upgrading your data. If this is a single workstation installation, you will install the server, database, and workstation on one PC. Begin by inserting the IntelliTrack Installation CD #1 into your computer s CD-ROM drive. Browse to the DMSSetup.exe file on the CD and then double-click on it to begin the installation setup. Once installation setup begins, follow the prompts in the installation wizard. At the Select Components screen, select the Full option for a single workstation installation to install the server, database, Intelli- 42
Quick Start Guide Track License Service, RF Server, and workstation application on the PC. (Please note that when you use SQL Authentication, the default sa password for IntelliTrack software is IntelliTrack#2008.) For detailed installation setup steps, please see Installation Setup on page 44. If this is a network installation, the SQL Server and database will be installed on a central PC and the workstation applications will be installed on workstation PCs; the workstations will connect to the central SQL Server and IntelliTrack database. (A network installation involves server and workstation setup. You must identify the server PC and the workstation PCs BEFORE you install IntelliTrack software in a network environment.) 1. Install the IntelliTrack Database, SQL Server, and server components on the designated server PC by inserting the IntelliTrack Installation CD #1 into the CD-ROM drive. Browse to the DMSSetup.exe file on the CD and then double-click on it to begin the installation setup. Once installation setup begins, follow the prompts in the installation wizard. At the Select Components screen, select the Server option to install the IntelliTrack Database, SQL Server, IntelliTrack License Service, and RF Server on the Server PC. (Please note that when you use SQL Authentication, the default sa password for IntelliTrack software is IntelliTrack#2008.) 2. Install the IntelliTrack workstation on the designated workstation PCs by inserting the IntelliTrack Installation CD 1 into the CD-ROM drive. Browse to the DMSSetup.exe file on the CD and then double-click on it to begin the installation setup. Once installation setup begins, follow the prompts in the installation wizard. At the Select Components screen, select the Workstation option to install the IntelliTrack workstation application on the workstation PC. Make sure that you have completed the Server installation on your system before installing the workstations. 3. For detailed installation setup steps, please see Installation Setup on page 44. SQL Server Strong Password Requirement The default IntelliTrack password for SQL Server login is IntelliTrack#2008. It is a strong password. A strong password is required 43
IntelliTrack DMS v8.1 for SQL Server login. A strong password meets the following requirements: 1. Can t contain the account name or part of the account name in it. 2. Must be at least 8 characters long. 3. Must contain characters from at least 3 of the following 4 categories: Latin uppercase (A-Z) Latin lowercase (a-z) Base 10 digits (0-9) Non-alphanumeric characters such as exclamation point (!), dollar sign ($), number sign (#), or percent (%) Installation Setup Note: In order to install IntelliTrack DMS, you must have administrative privileges at the PC. Note: Before you begin installing IntelliTrack DMS, make sure that you have installed either Microsoft ActiveSync or Windows Mobile Device Center on your PC. To install the application, please refer to the instructions that follow. (Please note that your IntelliTrack software setup is on 2 CDs. Follow the prompts in the installation wizard for switching between CD #1 and CD #2.) 1. Insert CD #1 into the CD ROM drive. Browse to the DMSSetup.exe file on the CD and double-click on it to begin DMS setup.the Welcome window appears, welcoming you to IntelliTrack DMS. We recommend exiting all Windows programs before installing your IntelliTrack DMS application. Click Next to continue installing IntelliTrack DMS. 2. The Select Applications To Install window appears. Select the application option that you are installing: Check In-Out Inventory Stockroom 44
45 Quick Start Guide Fixed Assets Package Track When you are ready to continue, click Next. 3. The Select Components window appears. If this is a single PC installation, select the Full option to install the workstation application, database, SQL Server, IntelliTrack License Server, and RF Server on this PC. If this is a server installation, select the Server option to install the database, SQL Server, IntelliTrack License Server, and RF Server to this PC. If this is workstation application, select the Workstation option to install the workstation application to the PC. When you are ready to continue, click Next. 4. The Required Software Needed for DMS window appears. This windows contains information about software requirements for IntelliTrack DMS. This includes Windows Installer 4.5,.NET Framework 3.5 with Service Pack 1, and Microsoft ActiveSync or Windows Mobile Device Center (WMDC) software. When you click Next at this window, setup checks for the required software. If this is a workstation or full installation, setup first checks for ActiveSync or WMDC. If it doesn t detect it, a dialog appears to notify you that it must be installed before proceeding with IntelliTrack software installation. When you click OK to close this dialog, setup exits. For more information about installing ActiveSync or WMDC, please see Installing Microsoft ActiveSync or Windows Mobile Device Center Software on page 6. Once ActiveSync or WMDC is installed, you are ready to re-enter IntelliTrack DMS software setup. Make sure that Disk #1 is placed in the CD-ROM drive. Browse to the DMSSetup.exe file on the CD. Double-click on it to reenter DMS software setup. Follow the prompts in the installation wizard until you reach the Required Software Needed for DMS window again. When you click Next at this window, setup checks for Windows Installer 4.5. If it doesn t detect it, it will install it. When Windows Installer 4.5 installation is complete, the PC reboots. After the PC restarts, you must enter DMS setup again. Make sure that Disk #1 is placed in the CD-ROM drive; browse to the DMSSetup.exe file on the CD. Double-click on it to reenter DMS setup. Follow the
IntelliTrack DMS v8.1 prompts in the installation wizard until you reach the Required Software Needed for DMS window. When you click Next at this window, setup checks for.net Framework 3.5 Service Pack 1. If.NET Framework 3.5 Service Pack 1 is not detected on your PC, a message appears telling you that.net Framework needs to be installed. Click OK to install it. An Insert Installation Disk #2 dialog appears, prompting you to install Disk #2 and then click OK. Setup extracts the.net Framework installation files and installs.net Framework. This may take several minutes. After installation, a reboot of your PC may be required. After the reboot, remove Disk #2 from the CD-ROM drive and reinsert Disk #1. Restart DMS setup by browsing to the DMSSetup.exe file on Disk #1 of CD and double-clicking on it. Follow the prompts in the installation setup wizard. At the Required Software needed for IntelliTrack DMS screen, click Next. Setup checks for the IntelliTrack License Service. 5. After setup completes the IntelliTrack License Service check, the Configure IIS window appears. This window contains an option to automatically configure IIS. If you using an Automatic IIS RDA setup option, mark the Automatically Configure IIS check box; the Intelli- Track Create IIS Dependencies Utility will automatically configure IIS for IntelliTrack CE Batch communication during installation setup if IIS is installed and configured properly. (Internet Information Services (IIS) is a Remote Data Access component that must be installed on your local computer or on a remote server in your network when you use the CE Batch application with your DMS software. For more information about the RDA setup options supported by IntelliTrack, please refer to RDA Setup Categories on page 31.) If you are unsure about this setting, we recommend that you mark this check box. When you are ready to continue, click Next. 6. The SQL Server Information for DMS window appears. Enter the database name, SQL Server name/instance (if applicable) and specify your administrator server login information at this screen. Please note that if this is a workstation installation, you must already have SQL Server and the database installed on your network. SQL Server field: (LOCAL) is automatically filled in by the installation wizard. If SQL Server is not installed on your system, use the 46
Quick Start Guide default server name as entered by the installation wizard; in this case, setup will install SQL Server 2008 Express. If SQL Server is already installed on your system, enter the Server name\instance (if applicable) in this field, and the installation routine will use this existing SQL Server. Please note that if setup cannot detect your existing server\instance as specified OR if you don t have SQL Server on your system, setup will install SQL Server 2008 Express (applies to full or server options). Database: The name of the database is automatically entered by the installation wizard in this field. If this is a new installation, accept the default database name; setup will create this database. If you want to name the database something else, note that the database may not function properly if special characters or spaces are used in the database name; hence, do not include special characters (dashes, punctuation, or quotes) or spaces in the database name. If you are using an existing database, you must enter the correct database name in the Database field in order for setup to use it. If setup cannot find your existing database, it will create a new one. If you do not know the name of your existing database, please contact your network administrator. (If you are an upgrading customer, make sure that you have backed up your existing database and have run the appropriate upgrade script(s) BEFORE continuing with the installation; please refer to Upgrading your Data on page 15.) Username and Password: You must specify your SQL Server administrator login information at this screen. Provide your server login information in the Username and Password fields. If you do not have SQL Server already installed, use the default username (sa) and password, IntelliTrack#2008 for server login. If you already have SQL Server installed on your system and you have another SQL Server administrator login username and password, enter this information in the Username and Password fields, respectively. (Setup will use the default SQL Authentication login information unless you specify otherwise.) Please note that SQL Server requires a strong password. For more information on strong password requirements, please see SQL Server Strong Password Requirement on page 43. 47
IntelliTrack DMS v8.1 You have the option to use NT Authentication for logging into SQL Server. If you use NT Authentication for SQL Server login, mark the NT Authentication check box. If you are unsure if your system uses NT Authentication, check with your system administrator. If this is a new installation and you do not have SQL Server already installed on your system, we recommend using the default settings at this screen: this will install the default instance of SQL Server 2008 Express using SQL Authentication for SQL Server login on your system and it will create a new database. If you are unsure about any of the Server settings or the Database name, contact your system adminstrator. When you are ready to continue, click Next. 7. The IntelliTrack License Service window appears. The license service manages the registration and activation for IntelliTrack DMS. Intelli- Track DMS requires one copy per network of the license service. If the license service is not found on your network, mark the Install the IntelliTrack License Service on this computer check box to install the license service on the PC. Accept the default License Service Port, which is 15313, or enter the TCP/IP port on which the IntelliTrack License Service will run. If the license service is found on your network, the installation setup routine detects it. A window appears that shows the hostname/ip address and port of the IntelliTrack License Service already installed on your local area network. When you are ready to continue, click Next. 8. The Destination Location window appears. For 32-bit operating systems, the installation routine installs Intelli- Track DMS in the following folder: C\Program Files\IntelliTrack\DMS. For 64-bit operating systems, the installation routine installs Intelli- Track DMS in the following folder: C\Program Files (x86)\intellitrack\dms. If you want to change the default location, click the Browse button and navigate to the desired folder. When the location is correct, click Next to continue. 9. 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 48
Quick Start Guide requested. If backup copies are not created, you will only be able to uninstall the software and not roll the system back to a previous state. Select Yes to create backups of the replaced files. By default, the files are placed in the BACKUP folder in your DMS application directory. If you want to change the BACKUP folder s default location, click the Browse button and navigate to the desired location. Select No if you do not want to create backups of the replaced files. When you are ready to continue, click Next. 10. The Select Program Manager Group window appears. Enter the name of the Program Manager group that appears in the Start menu. The IntelliTrack DMS installation links will be added to this group. By default, IntelliTrack is chosen as the Program Manager group name. We recommend using the default name. However, if you want to use another program manager group name, enter it in the Program Manager group to add IntelliTrack DMS icons to field. When you are ready to continue, click Next. 11. The Start Installation window appears. (If you want to check any of your previous selections, or change any installation information, click the Back button until you reach the desired window.) To begin installing the application, click Next. 12. The Installing window appears; progress bars show installation progress. After the files are installed, an update system configuration notice appears. 13. When installation is finished, the Finish window appears. Click the Finish button to close this window. Opening IntelliTrack DMS Open the IntelliTrack DMS workstation application on your PC to make sure that it installed correctly. Note: When you first open IntelliTrack DMS after installation, the application is not activated. The application opens in demo mode. For more information about activating your application, please refer to Registering your Software on page 82. 49
IntelliTrack DMS v8.1 To open IntelliTrack DMS after installation, select Start > Programs > IntelliTrack > DMS > IntelliTrack DMS application > IntelliTrack DMS workstation from the Start menu. A Note About Sample Data Each Check In-Out, Stockroom, Inventory, and Fixed Assets application contains sample test data. Use this data to become familiar with the application. Before using your own data with DMS, PURGE the sample data from the application by selecting Tools > Purge > Select From All Data. For more information about purging data from the application, please refer to the DMS online help. Reaching the DMS Online Help You may reach the online help from within the DMS application by pressing the F1 key from the keyboard or by clicking Help > Help > Contents from the ribbon. Opening the DMS Batch Synchronization Utility The DMS Batch Synchronization Utility is opened from the DMS workstation application. To open the DMS Batch Synchronization Utility, click Portable > Synchronize CE Device from the DMS workstation application ribbon. The batch portable application is installed from the Batch Synchronization Utility. Installing the Batch Portable Application For more information about installing the batch portable application and using the DMS Batch Synchronization Utility, please refer to DMS CE Batch Installation Setup on page 19. Using the DMS RF Server The DMS RF Server is opened from the computer Start menu. To open the DMS RF application. click Start > Programs > IntelliTrack > DMS > RF 50
Quick Start Guide Server > DMS RF Server application. For more information about configuration options with DMS RF Server, please refer to Opening the DMS RF Server on page 79 and Telnet Setting on page 80. Uninstalling DMS v8.1 First, create a copy of the database and save it to a different location. If you need to uninstall your DMS v8.1 software, use the Windows control panel to Add/Remove Programs and remove the IntelliTrack DMS application, the IntelliTrack License Client, and the IntelliTrack Batch Registration Service (if applicable). Next, use Windows Explorer to delete the directory where the previous version was installed (for 32-bit systems, usually C:\Program Files\IntelliTrack\DMS directory; for 64-bit systems, usually C:\Program Files(x86)\IntelliTrack\DMS). 51
IntelliTrack DMS v8.1 52
CHAPTER 5 Manual IIS Setup with DMS CE Batch Quick Start Guide The additional IIS setup information listed in this section pertains to the Manual IIS RDA setup options. To determine if you are using a manual IIS RDA configuration, please see Manual IIS RDA Setup Options on page 36. Perform the manual configuration steps after you install the IntelliTrack workstation application. Important: The setup outlined in this section refers to DMS CE Batch setup when using a manual IIS RDA setup option. If you are using an automatic IIS RDA setup option, the Create IIS Dependencies Utility will perform the necessary IIS setup steps on your system and you do not have to perform the additional IIS setup steps found here with the exception of Windows Server 2003. When you use Windows Server 2003, you must set the DMS web extensions to run with the DMS Sync URL; please see Setting up IIS v6.0 to Allow the DMS Web Service Extension on page 55. Important: If you are using DMS RF, please consult your DMS RF Guide, which is available in PDF format from the DMS RF Server Start menu: Start > All Programs > IntelliTrack > DMS > DMS Application > RF Server > RF Help. Manual IIS RDA Setup Requirements When you manually configure IIS, IIS setup requires additional setup steps. These steps are performed after you install the IntelliTrack workstation. Manual IIS setup requires advanced knowledge of IIS. If SQL Server and IIS reside on different computers, you must manually create IIS dependencies. For more information, please refer to Manually Configuring IIS on Windows XP/Windows Server 2003 Operating Systems on page 54 or Manually Configuring IIS in Windows Vista/Windows 7/Windows Server 2008 Operating Systems on page 57. 53
IntelliTrack DMS v8.1 If you manually set up IIS v7, you must allow the DMS Sync URL to run with the web service extension; please refer to Setting Up IIS v7.0 to Allow the DMS Web Service Extension on page 58. If you manually set up IIS v7, you must configure the IntelliTrack Application Pool; see Configuring the IntelliTrack Application Pool on page 64. If you use Windows Server 2003 Operating System/IIS v6, you must allow the DMS Sync URL to run with the web service extension. For more information, please refer to Setting up IIS v6.0 to Allow the DMS Web Service Extension on page 55. Manually Configuring IIS on Windows XP/Windows Server 2003 Operating Systems If SQL Server and IIS reside on different computers, you must manually configure IIS to run with the domain account. If you are using a Windows XP/Windows Server 2003 Operating System and need to manually configure IIS to run with the domain account, please refer to the guidelines in this section. Note: If the user passwords on your network are set to expire periodically, they may need to be changed in both the Active Directory and in the virtual directory configuration. 1. Create a new domain user or select an existing domain user. 2. Manually configure IIS by: Creating a virtual directory with the physical location pointing to, for 32-bit systems, 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 Execute Permissions to Scripts and Executables. 3. Configure the virtual directory to impersonate the domain user account. Please refer to the IIS documentation for instructions on configuring the anonymous user identity. 4. If the system drive on the computer uses NTFS, manually assign full control permissions to the Internet user on the physical location of the 54
Quick Start Guide virtual directory. Replace permissions on all subfolders and files to ensure that the Internet user can create files and execute programs. 5. The Internet user s domain account must be added to the DMS_USER role in the database. This requires knowledge of SQL Administration. Please refer to sp_addrolemember in the Transact-SQL Reference for more details (available online at www.msdn.microsoft.com). Setting up IIS v6.0 to Allow the DMS Web Service Extension If you are using IIS v6.0 with Windows Server 2003, you must enable the web service extensions to allow the DMS Sync URL dll to run. This applies to both automatic and manual IIS configuration options. Important: If you do not enable the DMS web extension in IIS v6.0, you cannot synchronize the IntelliTrack DMS v8.1 workstation and batch portable application databases. 1. From the Control Panel options, select Administrative Tools. 2. The Administrative Tools available appear on the screen. 3. Next, select Internet Information Services (IIS) Manager. The Internet Information Services Manager options appear. 4. In the navigation pane of the window, select the Web Service Extensions folder. The Web Service Extensions options appear in the right pane of the window. 5. In the Tasks portion of the window, select Add a new Web service extension... option. The New Web Service Extension window appears. 55
IntelliTrack DMS v8.1 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.) 8. Mark the Set extension status to Allowed check box. 9. Next, click the OK button to close the New Web Service Extensions window and return to the Web Services Extension portion of the IIS Manager window. 10. The Internet Information Services (IIS) Manager window appears. The Web Service Extensions portion is still selected. The DMS Web Service Extension status has been set to Allowed. 56
Quick Start Guide 11. After you enable the web service extensions for IntelliTrack, make sure the web service extension for asp.net 2.0 is allowed. Manually Configuring IIS in Windows Vista/Windows 7/ Windows Server 2008 Operating Systems If you use a Remote Data Access configuration in which IIS and SQL Server reside on different computers, you must manually configure IIS to run with the domain account. If you are running IIS 7 and the Windows Vista, Windows 7, or Windows Server 2008 Operating System and need to manually configure IIS to run with the domain account, please refer to the following information. You must have administrative privileges to change permissions and create folders in the IIS Manager. 1. First, make sure the following folder was created during DMS installation: for 32-bit systems, C:Program Files\Common Files\IntelliTrack\IIS or for 64-bit systems, C:Program Files(x86)\Common Files\IntelliTrack\IIS. The following file sqlcesa35.dll needs to reside in this folder; it should have been placed there during the DMS installation. If you cannot find this folder, create an IIS folder in this location. If you cannot locate the sqlcesa35.dll file, please contact IntelliTrack Technical Support at 888-583-3008, option 6. 2. Register the sqlcesa35.dll with regsvr32.exe. 3. Update the security permissions to give Read, Execute, and Write permissions to the IIS folder AND sqlcesa35.dll for the IUSR user account and Full control to the Network Service user account. 57
IntelliTrack DMS v8.1 4. Make sure that IIS is turned on and the required features for Intelli- Track CE Batch are turned on. 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 (for 32-bit systems, C:\Program Files\Common Files\IntelliTrack\IIS or for 64- bit systems, C:\Program Files\Common Files\Intelli- Track\IIS). (The virtual folder physical path is configured from the Edit Application window. Reach this window by selecting the Intelli- Track virtual folder and then selecting Edit Application > Basic Settings in the task bar to the right.) Setting Up IIS v7.0 to Allow the DMS Web Service Extension If you are using IIS v7.0 (used with Windows Vista, Windows 7, or Windows Server 2008), and you have manually configured your IIS permissions (SQL Server and IIS reside on different computers), 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 batch portable application databases. 1. Open Internet Information Services (IIS) Manager. In Windows 7/Windows Vista, go to Control Panel > Administrative Tools and open Internet Information Services (IIS) Manager. In Windows Server 2008, go to Start > Administrative Tools > IIS Manager. 2. In the left pane, select the top level node on the left with the computer name. 3. In the middle-right pane, open ISAPI and CGI Restrictions; a list of applications appears. 4. Under the Description column look for SQL Server Compact Edition. 58
Quick Start Guide 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. Add SQL Server Compact Edition and apply the settings outlined above in step 4. Click OK to close the Add or Edit ISAPI or CGI Restriction dialog. 5. Select the top level node (with the computer name) in the left pane of the window. 59
IntelliTrack DMS v8.1 6. In the middle-right pane of the window, double-click the Handler Mappings selection; the Handler Mappings list appears. 7. In the Name column, ISAPI-dll should be displayed. If it exists, verify the settings by selecting ISAPI-dll and selecting Edit under the Actions column in the right pane of the window. (If ISAPI-dll does not exist in the list, you must add it. To add ISAPIdll, select Add Module Mapping under the Actions selection found in the far right pane of the window. The Add Module Mapping window appears. Please follow steps 8-13 to add the correct settings to the Add Module Mapping window.) 8. To set the executable path, click the browse button (...) in the Executable (optional) field. The open window appears. Click the drop-down arrow in the Open field and browse to the network path for the Intelli- Track Sync URL dll, sqlcesa35.dll. Select the Sync URL dll, sqlcesa35.dll; it appears in the Filename field. Click the Open button to set the network path for the sqlcesa35.dll. 60
Quick Start Guide 9. The Open window closes and you are returned to the Add/Edit Module Mapping window; make sure that these values are set in this window: Request path: *.dll; Module: IsapiModule; Executable (optional): for 32-bit systems, C:\Program Files\Common Files\IntelliTrack\IIS\sqlcesa35.dll or for 64-bit systems, C:\Program Files(x86)\Common Files\IntelliTrack\IIS\sqlcesa35.dll; Name: ISAPIdll. 10. In the Add/Edit Module Mappings window, click the Request Restrictions... button. 11. 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. 61
IntelliTrack DMS v8.1 12. 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. 13. In the Request Restrictions window, click the Access tab to bring this portion of the form to the front. Make sure that the Execute option is selected. 14. Click OK to close the Request Restrictions window. 15. Close the Add/Edit Module Mapping window. 16. For Windows 7/Windows Vista, when the ISAPI-dll mappings are complete, set the handler permissions. Click Edit Handler Permis- 62
Quick Start Guide sions... under Actions in the far right pane of the window. The Edit Handler Permissions window appears. For Windows Server 2008, when the ISAPI-dll mapping are complete, set the feature permissions. Click Edit Feature Permissions... under Actions in the far right pane of the window. The Edit Feature Permissions window appears. 17. Make sure that the Read, Script, and Execute check boxes are marked. Close the dialog. 63
IntelliTrack DMS v8.1 18. 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. Configuring the IntelliTrack Application Pool This section applies to the Windows Vista, Windows 7, and Windows Server 2008 Operating System when you manually configure IIS. You must configure the IntelliTrack Application Pool in IIS Manager in order to download/upload data to the workstation application. If you do not configure the IntelliTrack Application Pool, you will receive an error when you try to download/upload data from the handheld device to the workstation application. Note: You must register the software in order to fully upload portable device data to the workstation application. The batch portable application limits the item count to 10 during data upload while running in demo mode. The IntelliTrack application pool is configured in IIS Manager. To configure the IntelliTrack Application Pool, please refer to the instructions that follow. 1. Open Internet Information Services (IIS) Manager. 64
Quick Start Guide In Windows 7/Windows Vista, go to Control Panel > Administrative Tools and open Internet Information Services (IIS) Manager. In Windows Server 2008, go to Start > Administrative Tools > IIS Manager. 2. From Internet Information Services (IIS Manager), go to the left pane, select the Server Name > Application Pools. 3. The Application Pools appear in the window; select the Intellitrack Application pool. If the Application Pool wasn t created during installation, it will not appear in the list of Application Pools. In this case, add the IntelliTrack Application Pool. To add the Application Pool, select Add Application Pool, which is found in the far right portion of the window under Actions. The Add Application Pool dialog appears. 65
IntelliTrack DMS v8.1 Enter IntelliTrack in the Name field. Make sure the Managed Pipeline mode is set to Integrated and the Start application pool immediately check box is marked. Click OK to close the dialog and return to the IIS Manager. The Intelli- Track application pool is now part of the list. The IntelliTrack application pool is now part of the list. Select the IntelliTrack Application Pool. 4. Once the IntelliTrack Application Pool is selected, right-click to view the right-click menu. 5. At the right-click menu, select Advanced Settings. The Advanced Settings window for the selected IntelliTrack application pool appears. 66
Quick Start Guide 6. In the Process Model portion of the Advanced Settings window, select Load User Profile. 7. Select the drop-down arrow in the Load User Profile field and select True from the list that appears to set this setting to true and enable the application pool. 8. For 64-bit operating systems only, go to (General) Portion of the Advanced Settings window and select Enable 32-bit Applications. Set this setting to True (this will enable this application pool). 9. After you have configured the application pool(s) to true, close the Advanced Settings window. 10. Stop the application pool processes by selecting Stop in the Application Pool Tasks section of the Actions pane that is found in the far right portion of the window. 67