Data-Tracker PLUS and Data-Viewer PLUS Software User s Guide

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1 Data-Tracker PLUS and Data-Viewer PLUS Software User s Guide Version 1.1

2 Data-Tracker PLUS and Data-Viewer PLUS User s Guide Overview Data-Tracker PLUS is a software program designed and developed to interface with various scale devices to collect the weight data and status of the scale attached to the device. Data-Tracker PLUS stores the information in a database format and allows the user to easily record, archive, and retrieve the data collected. Data-Viewer PLUS software allows the user to search the database from a remote location and produce reports based on the search results. Using a standard Windows-like user interface, both Data-Tracker PLUS and Data- Viewer PLUS are easy to use and make the most out of your Windows operating system. This includes the ability to produce grid-style database query tables and customizable reports based on the queries. Users may also choose to export the query results to software such as Excel. The Auto-Hide feature walks the user through the creation of a record, from assigning a time and date stamp and automatically generating a ticket number, to recording the inbound weight of the truck. To finish the record, the user simply chooses from the convenient drop down lists displaying the Customers and Trucking Companies which have an inbound weight, but not an outbound weight. Once these are chosen, Data-Tracker PLUS retrieves the record for the truck from the database. An outbound weight can then be recorded and the completed record is written to the database. At this point, the Bill of Lading is automatically generated to be reviewed by the user; one click to print and the transaction is complete. Data-Viewer PLUS has the functionality to browse local databases or to download the database if the user is at a remote location. Using Data-Viewer PLUS, the user can perform queries, create standard reports or customize the reports to show the company s information and logo. To use existing Point of Sale Printers, such as the Epson TM-U590, Data-Tracker PLUS has a setup page that allows the user to customize the fields to print on the tickets they already have with the printer they are currently using. Data-Tracker PLUS and Data-Viewer PLUS are customizable to the user s needs, including interfacing with third party input/output devices such as wireless barcode scanners and multiple printer types. A backup service is available to assure the user that their database is safe and can be retrieved if necessary.

3 Data-Tracker PLUS and Data-Viewer PLUS User s Guide Table of Contents Page Description 1. Data-Tracker PLUS Main Page 2. Data-Tracker PLUS Quick Reference Sheet 3. Data-Tracker PLUS Quick Reference Sheet (continued) 4. Data-Tracker PLUS Bill of Lading Printout Page 5. Data-Tracker PLUS General Settings Page 6-7. Data-Tracker PLUS General Settings Page (continued) 8-9. Data-Tracker PLUS POS Print Setup Page Data-Tracker PLUS Customer Account Information Page Data-Tracker PLUS Product Information Page Data-Viewer PLUS Main Page and Quick Reference Sheet 16. Data-Viewer PLUS Print Calculate Product Total Printout 17. Data-Viewer PLUS Print Product Query Records Printout 18. Data-Viewer PLUS General Settings Page 19. Data-Viewer PLUS File Export Example 20. Data-Tracker PLUS Off-Site Secure Database Backup Service Data-Tracker PLUS and Data-Viewer PLUS Installation Instructions 24. Data-Tracker PLUS and Data-Viewer PLUS Image Report (optional) 25. Data-Tracker PLUS Show Video Page (optional)

4 Data-Tracker PLUS Main Page Image 1 Page 1

5 To Start a New Truck Entry Data-Tracker PLUS Quick Reference Sheet To Complete a Truck Entry (At top left of the Data-Tracker PLUS Main page) (At middle-center under Retrieve An Initial Entry - if not using Tare) If more than one scale is used, choose desired scale. 1. Choose Truck Number F=from the drop down list. 1. Click the Create A New Entry button. - Optionally, % may be used as a Choose All. - This will fill in the (2.) Date and 2. Choose Customer from the drop down list. - (3.) Ticket Number boxes. - Optionally, % may be used as a Choose All. 4. Choose the Customer from the drop down list. 3. Click the Retrieve An Initial Entry button. 5. The Print Profile automatically corresponds to the chosen truck. - This will retrieve all the information for the entry. -This profile may be changed by the user. 4. Click the Set Outbound Weight button. 6. Choose the Truck Number from the drop down list. - This will log the completed entry to the database -This will set the Tare Weight, if used, for the truck. and print the Bill of Lading Page (see page 3). T* The Tare Weight is set when the truck number is chosen. 7. Enter the PO Number. 8. Choose the Product from the drop down list. - This will populate items If Units is chosen for the product or the product chosen has Units assigned to the Units choice from the Product Information page, the Number of Units (14) will need to be entered to complete a record. Items 9-12 can be changed by the user after the product is chosen. These changes will take effect for the final entry of the record into the database. 15. Choose the Trucking Company from the drop down list. 16. Choose the Pick Up Location from the drop down list. 17. Choose the Destination from the drop down list. 18. Click the Set Inbound/Final Weight button (at bottom left). - If a tare is used the record is complete. If not, finish the record by following the To Complete a Truck Entry, above-right. Page 2

6 Additional Information: Data-Tracker PLUS Quick Reference Sheet (continued) Add New button when clicked adds the text field to the right of the Delete button to the database for future use. The Add New for both Customer and Product will open a new page allowing all the fields for each to be specified. Delete button when clicked deletes the text field to the right of the Delete button from the database. Reset Tare button when clicked, sets the tare of the Truck Number chosen to the current value on the scale. Zero Tare button when clicked, sets the tare of the Truck Number chosen to zero. Use Tare Weight checkbox when checked, uses the Tare Weight set for the truck. This is automatically checked if the tare weight for the truck is greater than zero. It can, however, be unchecked by the user to perform an inbound and outbound weight transaction, not using a Tare Weight. Use Auto Hide checkbox when checked, displays the Set Inbound/Outbound Weight buttons in order of use. Default Print checkbox when checked, prints the Bill of Lading to the Windows printer. This is set automatically from the Customer Information page. It can be checked or unchecked by the user prior to setting the final weight. POS Print checkbox when checked, prints the Bill of Lading to the ticket printer. This is set automatically at setup on the Customer Information page. It can be checked or unchecked by the user prior to setting the final weight. Show Controls button when clicked, displays buttons for additional functionality. Note: this may be password protected. Scale Value display gives the current weight value of the scale in lbs. and Tons. Also displays Weight Changing when appropriate. BOL Report button prints a Bill of Lading, to the Windows printer, corresponding to the data available for the current transaction. This should be used only after a record has been completed and before another record is begun or retrieved to be completed. POS Print button prints a Bill of Lading, to the ticket printer, corresponding to the data available for the current transaction. This should be used only after a record has been completed and before another record is begun or retrieved to be completed. Use Tare Weight checkbox this is automatically checked if the truck has a tare weight greater than zero. It can be manually unchecked to not use the tare weight. T* Set Tare button Sets the tare for the current truck to the weight on the scale. Show Video button Displays a larger video stream from the camera(s) (see page 25). Print Setup button Displays the POS Print Setup Page (see page 8). Page 3

7 Data-Tracker PLUS Bill of Lading Printout Page Image 2 Explanation of Functionality for Bill of Lading Printout Page Company Logo: Using the General Settings page, the image can be set to your company s logo (see pages 7-8). Company Information: These four lines can be set by the user to the company s information using the General Settings Page (see pages 7-8). Other Items: The items in the box do not print. They are for functionality prior to printing only. Number of Copies: The user can set the number of copies to print. If the Save Number button is clicked this number is written to the database and becomes the default number of copies to print. Close Button: Clicking this button closes the page. Print Button: Clicking this button prints the number of copies set in the Number of Copies control of the Bill of Lading to the default printer of the computer on which Data-Tracker is installed and running. Page 4

8 Data-Tracker PLUS General Settings Page Image 6 Explanation of Functionality for General Settings Company Information: These four lines can be set by the user to the company s information. Click the Save Settings button to write this information to the database. Data-Tracker PLUS needs to be restarted for the changes to take effect. Company Logo: Using the General Settings page, the user can set a path for the company s logo. For example: The path C:\MyLogo\CompanyLogo.bmp would be valid. 137W x 102H pixels is recommended. Click the Save Settings button to write this information to the database. Data-Tracker PLUS needs to be restarted for the changes to take effect. Com Settings: This is required at setup. These settings will determine the Com Port and Baud Rate to receive data from the scale device. For example, if the data is being sent out the serial port on the scale device it will come into the computer running Data-Tracker PLUS using an existing serial port (DB-9) or it will be attached to a serial to USB converter. If the data goes to an existing serial port this port will have a Com designation assigned to it by the computer, ex. COM1, COM2, etc. If the data coming from the scale device goes through a serial to USB converter, a virtual port will be assigned to the Virtual Com Port and will be designated COM1, COM2, etc. Whichever is the case, Page 5

9 Explanation of Functionality for General Settings (continued) the com port must be set to the same in Data-Tracker PLUS for information from the scale device to be received. The Baud rate is determined by the baud rate setting on the scale device. The baud rate must be set in Data-Tracker PLUS to the same value as the value of the scale device. These values will be written to the database once the Save Settings button is clicked. Data-Tracker PLUS needs to be restarted for the changes to take effect. Ticket Number: This gives the user the ability to set/reset the ticket number to the desired value. This value will be available for use once the Save Settings button is clicked. Select Vendor: This is required at setup. The vendor is the company whose scale device is being used. The Save Settings button must be clicked to write the choice of vendor to the database. Data-Tracker PLUS needs to be restarted for the setting to take effect. Video Setup: This is required at setup if Data-Tracker PLUS is using a video feed from one or more cameras. Username, Password and Path (IP address) are the same as chosen during the setup of the camera(s). The Save Cam button must be clicked to write the choice of Path, Username and Password to the database. Data-Tracker PLUS needs to be restarted for the setting to take effect. Enter Truck Records: This allows the user to manually enter a truck record into the database in an after the fact manner. This function is useful in the event of computer problems, allowing the user to manually record a transaction. Further, this allows for all the necessary fields to be written as a record to the database. Once the Submit Record button is clicked, the record is written to the database and is available for use in totaling weight based on Date Range, Customer, Product and Trucking Company. Scale A is selected by default. This information is available after the Submit Record button is clicked. General: The General section contains six items described as follows: 1. Save Time This is used to set the backup time for the auto-backup feature. The time is represented in a 24- hour format and can be changed at any time. If Data-Viewer PLUS is being used remotely, the database will be made current for Data-Viewer PLUS to use after the backup each day. If at any time the backup needs to be current, the operator can manually cause the database to be backed up. This value can be changed at any time. The Save Time button must be clicked, for the new value to be written to the database. Data-Tracker PLUS will need to be restarted for the new value to take effect. 2. Reset Password This allows separate passwords for the operator and the manager. The operator or manager password will allow Data-Tracker PLUS to start. Only the manager password will allow for the extra functionality provided by clicking the Show Controls button on the Data-Tracker PLUS main page. If password use is not desired, setting both passwords to default will bypass password protection. 3. Archive Database Clicking the Archive Database button will cause Data-Tracker PLUS to copy the current database into a folder located at C:\MainDb\ArchivedDb. The name of the archived database will be the current date, for example 04_11_2014 would be the name of a database archived on April 11, If the user wishes to reduce the working size of the database, checking the Delete Main Table Records After Archive check box prior to clicking the Archive Database button. This will cause the existing database to be archived as described above. The difference is that all final records will be deleted from the working database and maintained in the archived copy. This helps the speed of querying the database if the database becomes very large. In general this is not necessary. Page 6

10 Explanation of Functionality for General Settings (continued) 4. Set Database Path This is initially set to the database on the local hard drive, the computer on which Data- Tracker PLUS is running. If the database is on a different computer, the user can browse to that database by clicking the Set Database Path button. All records will be stored to this location. Data-Tracker PLUS will need to be restarted for the new value to take effect. 5. Save Phone Num This allows the vendor to set a phone number for their local vendor which will be printed on each Bill of Lading. 6. Save ENet Settings This is used if the user has purchased a package containing the Data-Tracker PLUS Tablet App. It is used to set the IP address and Port for the server, both part of Data-Tracker PLUS, to forward the weight reading to the Tablet App. The Enable Ethernet Server checkbox must be checked to activate the server. The IP address should be set to the IP address of the computer on which Data-Tracker PLUS is running. When the General Settings page is initially opened, Data-Tracker PLUS will automatically retrieve the IP address of the local computer. The port will automatically be set to These can both be changed if a different configuration is required. Data-Tracker PLUS will need to be restarted for the new value to take effect. Page 7

11 Data-Tracker PLUS POS Print Setup Page Image 7 Explanation of Functionality for Point of Sale (POS) Printer General Description: This page allows the user to set up a ticket to be printed by a Point of Sale (POS) printer such as the Epson TM-U590 Slip. The different fields allow for up to twelve lines to be printed plus a section that is provided by the customer, if desired. The setup procedure is as follows. 1. The Choose POS Printer drop down box is automatically populated with each printer that is available to the operating system. The user simply selects the printer to which they wish to send the ticket. 2. The Choose Default Printer drop down box is automatically populated with each printer that is available to the operating system. The user simply selects the printer to which they wish to send the Bill of Lading to on a default basis. 3. The Set POS Image Path button allows the user to browse to an image they wish to display on the top right of the ticket. The recommended size for the image is 80w x 60h, but the printing setup will adjust the image size somewhat. It is not necessary to use an image. To use the selected image, the Use Image checkbox must be checked prior to clicking the Save Settings button. The image chosen will be displayed in the POS Image Preview picture box. 4. The Set Default Image Path button allows the user to browse to an image he or she wishes to display on the top right of the ticket. The recommended size for the image is 133w x 100h, but the printing setup will adjust the image size somewhat. It is not necessary to use an image. To use the selected image, the Use Image checkbox must be checked prior to clicking the Save Settings button. The image chosen will be displayed in the Default Image Preview picture box. Page 8

12 Explanation of Functionality for Point of Sale (POS) Printer (Continued) 5. To use the company header, this is the same four lines set for the company on the General Settings page, simply check the Use Company Header check box prior to clicking the Save Settings button. 6. The Top Margin is an offset distance from the top of the ticket. 7. The Left Margin is a distance that all printed material will be offset, from the leftmost point that the printer is able to print. 8. The Font Size, by default set to 10, can be adjusted by the user by changing the number in the Font Size text box. 9. The Use Item check box, directly to the left of each label, must be checked for each item that the user wishes to be displayed on the ticket. 10. The Use Label check box must be checked for each item the user wishes the item label to be printed in addition to the item value. 11. The Horizontal Line Spaces value is the number of space characters to be inserted, from the left most point that the printer can print, before an item label or an item value begins on a line. 12. The Item Value is used for test purposes only. The user may insert some text that would be similar to what they would expect to see when actual tickets are being created to get an idea of the look and spacing requirements for the ticket. 13. The Vertical Line Spaces represent the number of lines or carriage returns between the line being set and the line that will follow. 14. By checking the Set Print Order check box the user can set the order in which the lines (items) are to be printed. After this is checked each line that the user wishes to print will require a number 1 through 12 to tell Data-Tracker PLUS which item(s) to print on which line. More than one item can be printed on a single line. To accomplish this, simply set the print order of an individual item to the line number on which the item is to be printed. The items to be printed on a single line should have their Vertical Line Spacing set to zero, excepting the last item to be printed on a particular line. That item should be set to 1 or more Vertical Line Spaces to allow for the next item set in print order to be printed on the following line. The items to be printed on the same line should have successively larger Horizontal Line Spaces values starting with the leftmost item to be printed and moving to the right. 15. To show a print preview of the ticket, check the Show Print Preview checkbox and click the Print Test Slip button. 16. To print to the specified printer with the current settings click the Save Settings button and with the Show Print Preview checkbox unchecked and click the Print Test Slip button. 17. The Message text box allows the user to add a custom message to the end of their ticket. 18. The Use Company Header checkbox is checked to print the company s header, the four lines set from the General Settings page, to the upper left hand corner of the ticket. 19. The Use Image checkbox is checked to print the company s image, to the upper right hand corner of the ticket. 20. The Set Profile to Default checkbox sets the profile shown in the Choose Profile text box to the default profile. This means that when the user creates a new customer account, the profile associated with that account will be the default profile. The user can set the account associated with a particular customer account to any profile that has been created. 21. The Turn On Tool Tips checkbox will show a Tip when the mouse hovers over a control or input. This is to assist the user with the setup of a print profile. 22. There are four Default Profiles that are installed with Data-Tracker PLUS: Default With Labels, Default Without Labels, Default With Labels and Custom Print Order and Default Without Labels and Custom Print Order. These are intended to be used as examples of the four major types of profiles that can be created. These profiles cannot be altered. However, if one of the profiles does match the customer s needs, it can be set to the default profile and used as any other profile is used. Page 9

13 Data-Tracker PLUS Customer Account Information Page Image 8 Explanation of Functionality for Customer Account Information Page General Description: This page allows the user to set up a new account, update an existing account or delete a customer account. Once the account has been created, the user can add trucks to the account. Add Customer Account: 1. The Customer drop down list is automatically populated with each Customer that exists in the database. To Update or Delete an existing Customer and ID, first choose the Customer and the ID or choose the Customer and set the ID to % and click the Retrieve Customer Account button. This will automatically populate all the fields associated with that customer s account, displaying them on the page. To add a Customer to the database, type the customer name into the Customer field and assign an ID in the ID text box. Add additional information as required and available and click the Add New Customer button. Page 10

14 Explanation of Functionality for Customer Account Information Page (continued) 2. The ID drop down list is automatically populated with each ID that exists in the database. To Update or Delete an existing Customer and ID first choose the ID and the Customer or choose the ID set the Customer to % and click the Retrieve Customer Account button. This will automatically populate all the fields associated with that customer s account, displaying them on the page. 3. The Account Type drop down list is automatically populated with each Account Type that exists in the database. To add an account type, type the name of the account type into the Account Type text box (drop down list) and click the Add Account Type button. To delete an account type select the account type from the Account Type drop down list and click the Delete Account Type button. 4. The Print Profile to be associated with the customer is chosen from the Print Profile drop down list. This list is automatically populated with each Print Profile that exists in the database. If a profile has been set as a default from the POS Print Setup page, that profile will appear when the Customer s Account Information page is opened. The user can set the Print Profile to any of the existing print profiles in the database. 5. The POS Print checkbox should be checked if the user wants the Bill of Lading to be sent to the ticket printer after a transaction is completed. 6. The Default Print checkbox should be checked if the user wants the Bill of Lading to be sent to the windows printer after a transaction is completed. 7. The Customer Discount is chosen from the Customer Discount drop down list. When the user chooses a customer for a transaction on the Main Page, the Customer Discount set for that customer from this drop down list will populate the Customer Discount box on the Main Page and be used for the calculations for the transaction. 8. The Customer Specific Information, including: Contact, Address, City, State, Phone, Cell, Fax, , Website and notes may be added by the user in the corresponding text boxes. This information is retrievable from the Customer Account Information page and can be included in custom export functionality to third party software. Add Truck to Customer Account: 1. The Trucks drop down list is automatically populated with each Truck that exists in the database for the Customer that is in the Customer text box (drop down list). To Update or Delete an existing Truck, first choose the Truck from the Trucks drop down list. This will automatically populate all the fields associated with that truck, displaying them on the page. To add a Truck associated with a Customer to the database, type the truck name into the Trucks textbox (drop down list). Add additional information as required and available and click the Add New Truck button. 2. The Update Tare Duration button allows the user to set the tare duration for an individual truck in one day increments. The default setting is 15 days. The user can type in the number of days or using the up and down arrow buttons set the number of days. When the desired number of days is set, the user clicks the Update Tare Duration button to save the change to the database. 3. The Truck Type drop down list is automatically populated with each Truck Type that exists in the database. To add a truck type, type the name of the truck type into the Truck Type text box (drop down list) and click the Add New Type button. To delete a truck type, select the truck type from the Truck Type drop down list and click the Delete Type button. 4. The Truck Specific Information, including: Description, Tare, Tare Duration, Truck Type, ID and notes may be added by the user in the corresponding text boxes. This information is retrievable from the Customer Account Information page and can be included in custom export functionality to third party software. Page 11

15 Data-Tracker PLUS Product Information Page Image 9 Explanation of Functionality for Product Information Page General Description: This page allows the user to set up a new product, update an existing product or delete a product. Add New Product: 1. The Product drop down list is automatically populated with each Product that exists in the database. To Update or Delete an existing Product first choose the Product from the Product drop down list. This will automatically populate all the fields associated with that Product, displaying them on the page. To add a Product to the database, type the Product name into the Product field. Add additional information as required and available and click the Add New Product button. 2. The Units section allows the user to set the weight or units to be used for the net weight and final price calculations. If Units is selected, the user will need to enter the number of units in the Number of Units text box on the main page. 3. The Price for each item is set based on either a single weight unit such as, lb., Ton, kg, or for a single Unit. 4. The Code is a secondary designator to track the product. 5. The Freight Charge is a single charge independent of the weight or number of units. 6. The Notes section allows the user to add any additional information for the product. 7. Any of these fields can be updated at any time. All calculations and the resulting totals will use the most recent values. Page 12

16 General Pricing Information: The tax rate is set to two decimal places. For instance, a tax rate of 2.75% should be input as City Tax is the tax charged by the municipality. 2. County Tax is the tax charged by the county. 3. State Tax is the tax charged by the state. 4. Save Default Taxes button will set the tax values in the three tax text boxes to the default. These values will appear each time the Product Information Page is opened to save the user time if the tax rates for different products are the same. The user can set the tax rates for each product independently. Page 13

17 Data-Viewer PLUS User s Guide And Explanation of Functionality

18 Data-Viewer PLUS Main Page (Beginning of Data-Viewer PLUS) Explanation of Functionality for Data-Viewer PLUS Main Page General Description: This page allows the user to perform queries and print reports from the database. The queries are the same as in Data-Tracker PLUS. The reports are similar to Data-Tracker PLUS and the user can customize the logo and company information using the General Settings page as in Data- Tracker PLUS. Page 14

19 Explanation of Functionality for Data-Viewer PLUS Main Page (continued) Initial Entry Table button: This button allows the user to view the list of records from the database that have not been completed, for example, if a truck has weighed in but not weighed out. Delete Initial Entry button: Clicking this button will delete the initial entry having the same values as in the Calculate Product Total section. General Settings button: This displays the General Settings page for Data-Viewer PLUS. See page 18 for an image of the page and an explanation of functionality. This button and page are only in Data-Viewer PLUS Remote. Format Report button: This displays the Format Report page for Data-Viewer PLUS. From this page the user chooses which items to include in the database search and the resulting report. The user must click the Save button for the changes to take affect. Archive Database button: Clicking the Archive Database button will cause Data-Tracker PLUS to copy the current database into a folder located at C:\MainDb\ArchivedDb. The name of the archived database will be the current date, for example 04_11_2014 would be the name of a database archived on April 11, The user may wish to reduce the working size of the database by clicking OK at the prompt after the Archive Database button is clicked. This will cause the existing database to be archived as described above. The difference is that all final records will be deleted from the working database and maintained in the archived copy. This helps the speed of querying the database if the database becomes very large. In general this is not necessary. Export File button: This page allows the user to export the records in the database to a native Excel formatted file. The file will be exported to the location chosen by the user from the save file dialog as a Microsoft Excel file. To automatically open the file in Excel after it has been saved, check the Open file after export checkbox prior to exporting the file. Choose Database button: This page allows the user, if on the same local network as Data-Tracker PLUS, to browse for a particular version of the database. If more than one version is kept locally, because of archiving, etc., this will direct Data-Viewer PLUS to the database the user wishes to query. Update Database button (not shown): If the Data-Tracker PLUS database is not local, clicking the Update Database button will retrieve the latest update of the database. Calculate Product Total Section: This allows the user to select the fields to be restricted in the query for weight totals. Product Total Query button: This performs the query on the database as stipulated in the Total Select Values section. Query Records Result Table: This table displays the records returned from clicking the Product Total Query button. Product Totals Summary Items: This gives an overview of the weight totals calculated from the query. Print Calculate Product Total button: This prints the report shown on page 13. Print Product Query Records button: This prints the report shown on page 14. Include Year s Total checkbox: If checked, this will include the totals for the current year. If the year totals are not required, the query will complete faster. Double-Clicking a record: If the user double-clicks the box to the left of a record, the Bill of Lading page is shown. The page will be populated with the values of the record that was clicked.' The Bill of Lading is printable from this page. Show Record Images checkbox: If checked, this will display the images that were captured for the record when a record in the grid is double-clicked. This checkbox is only visible if Data-Tracker PLUS is configured with the video option. Page 15

20 Page 16 Data-Viewer PLUS Print Calculate Product Total Printout

21 Data-Viewer PLUS Print Product Query Records Printout Page 17

22 Data-Viewer PLUS General Settings Page Image 6 Explanation of Functionality for General Settings (for Data-Viewer PLUS Remote only) Company Information: These four lines can be set by the user to the company s information. Data-Viewer PLUS needs to be restarted for the changes to take effect. Click the Save Settings button to write this information to the database. Company Logo: Using the General Settings page the user can set a path for the company s logo. For example: The path C:\MyLogo\CompanyLogo.bmp would be valid. 137W x 102H pixels is recommended. Click the Save Settings button to write this information to the database. Data-Viewer PLUS needs to be restarted for the changes to take effect. Set Database Path: Using the General Settings page, the user can set a path for the database that is to be used as default for reporting. Click the Set Database Path button to open a file browser window. Browse to the database to set to the default and choose that database. Click the Save Settings button to write this information to the database. Data-Viewer needs to be restarted for the changes to take effect. Page 18

23 Data-Viewer PLUS File Export Example (Opened in Microsoft Excel) The file may be saved as a Microsoft Excel file at the location specified by the user using the Save as dialog which is shown when the Export File Button is clicked. Page 19

24 Data-Tracker PLUS Off-Site Secure Database Backup Service Data-Tracker includes one free year of secure, offsite database backup service. - Protect your data. Safeguard your records with a daily backup. - Easy to setup. Take a few minutes to schedule your backups change the scheduled backup time only if you need to. - Save money. Reduce your storage costs. - Flexible, Secure, Automated. - Secure your database. With AES-256 encryption, your data is safely encrypted. - Customizable Schedule. With a simple hour choice set within Data-Tracker setup and changes take mere minutes. - Save. Data-Tracker secure backup removes tedious complexity from backing up. Using removable media, like tapes, to backup and restore data takes time and effort. Using tape, restoring even one file or message can take hours. - Secure backup hardware. This system uses no removable media which could be lost, stolen or damaged. - Multiple backup images. For disaster recovery, the Data-Tracker secure backup maintains multiple copies of backed up data at an offsite location. Don t worry about an unforeseen data loss. Data-Tracker uses no third party software the secure FTP client is built into Data-Tracker. There is nothing extra to purchase, load, setup or maintain. Additional years may be purchased one year at a time or in multiple year blocks at a reduced cost. Page 20

25 Data-Tracker PLUS and Data-Viewer PLUS Installation Instructions To Install Data-Tracker PLUS or Data-Viewer PLUS Remote: 1. If the user is installing a demo or a runtime version with video option: On the provided USB flash drive, in the redist directory, find the installation package file. - AXISMediaControlSDK_redist.exe. Double-click and follow the prompts to install. 2. For any Installation: On the provided USB flash drive, find the installation package file. It will be either Data- TrackerInstall.exe or Data-ViewerInstall.exe, depending on which you are installing. 3. Double-click the selected file to launch the installer. The first screen will display (see below). Click Next. Page 21

26 4. The second screen will be shown (see below). After reading the License Agreement, click the check box I accept the agreement then Click Next. 5. For the next screen, click Install for default installation. Page 22

27 6. The final screen will be shown (see below). Click Finish and the program will launch automatically. If you are installing both Data-Tracker PLUS and Data-Viewer PLUS packages, make sure neither is running when installing the other. Page 23

28 Data-Tracker PLUS and Data-Viewer PLUS Image Report (optional) This report is generated by double-clicking the records tab of a record in the Product Query Records grid view after checking the Show Record Images check box in Data-Tracker PLUS or Data-Viewer PLUS. Note: the Print and Close buttons are not shown when the report is printed. Also, this report is only available if the camera package is being used. Page 24

29 Data-Tracker PLUS Show Video Page This screen provides a larger view of the video feed from the cameras. Page 25

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