Digital Barcode Installation Guide

Transcription

2 Table of Contents Digital Barcode Components... 3 Downloading Digital Barcode Software... 4 Remote Application Portal (RAP)... 4 PDA... 4 Installing Internet Information Services (IIS)... 5 How to Install IIS... 5 Installing the Remote Application Portal... 6 How to Install the Remote Application Portal... 6 Installing for Multiple Databases... 7 Checking a Digital Barcode License Key... 8 Installing Digital Barcode on the PDA... 9 How to Install Digital Barcode on Your PDA Installing the Compact.Net Framework Cab Files Activating the Dolphin 9500 and 9550 Wireless Barcode Scanners Activating the Symbol MC Activating Other Scanners Creating a PDA Shortcut Logging into Digital Barcode Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 2

3 Digital Barcode Components Congratulations in selecting Digital Gateway Barcode for use with your e-automate system. The purpose of this document is to assist you in getting Digital Barcode installed on your server and your PDA scanning device. This version of Digital Barcode works with version If you are on a previous version of Digital Barcode, be sure to uninstall all components of Digital Barcode. You should also remove the previous Remote Application Portal (RAP) website versions, running on your IIS server. Before beginning this process, make sure you have met the minimum system requirements for hardware and software associated with Digital Barcode. To view a copy of the system requirements and the suggested hardware types for use with Digital Barcode see the section Digital Barcode hardware and software requirements. Successful use of Digital Barcode is dependent on your robust hardware and meeting the minimum system requirements. The Digital Barcode system works in conjunction with multiple components of your already installed e-automate system. Below is a diagram illustrating the Digital Barcode basic components and their relationship to one another. In order for this configuration to work, specific software programs must be installed on the e- automate server, the client workstation and on the PDA scanning devices. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 3

4 Downloading Digital Barcode Software Digital Gateway distributes all software through website download. Customers on current maintenance agreements can access the Digital Gateway website and the Product Releases section to download software as needed. Digital Gateway does not create or distribute CD/DVD for their software. Remote Application Portal (RAP) Digital Barcode uses special connection software that allows Digital Barcode to connect to your e- automate database. The software is called the Remote Application Portal (RAP). Digital Gateway recommends installing this software on your webserver that may already be running e-info or the Public API (PIP). IMPORTANT If you are running either Red Cheetah or MWAi, please notify Digital Gateway Customer Care. or The installation process for the Remote Application Portal asks you to identify an e-automate database. Once you identify an e-automate database, the installer runs a script on the database to allow e-automate to interact with Digital Barcode. If you intend to allow Digital Barcode to interact with other e-automate databases, you will need to run that same script on those databases. This is important if you want to use Digital Barcode in conjunction with a sample or training database. Because the installer ran the script on your identified e-automate database, you do not have to run the script again, just on any additional databases to which you want Digital Barcode to interact. For instructions on how to run this script, see Running the Digital Barcode Script. Once the script has successfully run on your other e-automate databases you may need to request a new license to allow access to Digital Barcode features. You can get your license key from Digital Gateway s Customer care team. For instructions on how to acquire and install a new license key, see Getting a Digital Barcode License Key. You do not need a new license key to print barcode labels so you can begin your preparation prior to obtaining a new license key. Digital Barcode works in conjunction with e-automate to help you accurately record and track inventory. Digital Barcode has the following capabilities: Digital Barcode allows you to download physical inventory count sheets to your PDA scanner for scanning of physical inventory quantities. Digital Barcode allows the upload of scanned quantities from the PDA back to the e-automate database for reconciliation and posting to the general ledger. Digital Barcode allows you to scan purchase order items for purchase order receipts. Digital Barcode allows you scan sales orders to prepare items for shipping. Digital Barcode allows you to collect items for inventory transfer and place them in the destination warehouses and bins. PDA Your PDA with scanning capability is an integral part of your barcode system. Your PDA allows you to be disconnected while scanning/counting your inventory. To begin the process of counting with your PDA scanners you first login to e-automate and create count sheets for each PDA. Once you Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 4

5 have a count sheet for each PDA you connect the PDA to e-automate and download the count sheets to your PDA. With the count sheets on the PDA you can begin scanning/counting your inventory. Once you have completed scanning your inventory you then upload your scanned counts back to your e-automate system so they can be reconciled and posted to the general ledger making corrections to your inventory quantities and your inventory value. You can also use your PDA to scan items on purchase order receipts as soon as they are received and then go in to e-automate and determine for which new items you would like to print barcode labels. To print the barcode labels you must create a print list in e-automate from your purchase order receipts. The print list is not limited to only print items from purchase order receipts. You can also add additional items to the print list that are outside of your purchase order receipts by using an advanced add function. From your PDA you can also scan items on Sales Orders to get them ready to ship from the warehouse. From Digital Barcode you can view information about the sales to verify it is the sales order for which you would like to scan items. You can see details such as the Customer, Item number, Quantity of item, the item s current Warehouse and Bin and the item s serial number. Digital Barcode also lets you view recent scans you have performed on the sales and zero out or clear those scans if they were made in error. You must have a live WI-FI connection in order to scan Purchase Order receipts with your PDA device. You can scan inventory transfer orders and perform the inventory transfer from Digital Barcode. You can pick up and put away the inventory items from Digital Barcode as well as post the transfer you have completed using your PDA. From the Pick Up screen you can perform the entire transfer. You can both pick up the items on the transfer order from their source location and put away those items to their destination location. From the Put Away screen you can only put away items from the selected transfer order to their destination location if the items have already been picked. Once you have scanned all items on the transfer order, you must post the transfer to e-automate. You must have a live WI-FI connection in order to perform inventory transfers. Installing Internet Information Services (IIS) If this is a new installation, you must first install IIS with IIS 6 management compatibility. If you are upgrading, you must first uninstall RAP, then install the downloaded RAP. If the server you have selected is not running Internet Information services (IIS) you must install it for your Digital Barcode product to function and communicate with e-automate through the Remote Application Portal. Below are basic instructions on how to install Internet Information Services, if you need more specific direction, contact a qualified network professional. How to Install IIS 1 From the Start menu, select the Control Panel. 2 From within the Control Panel, double-click on [Add or Remove Programs or Programs and Features (Windows 7)]. 3 In the Add or Remove Programs window, click [Add/Remove Windows Components or Windows features on or off in Programs and Features (Windows 7)]. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 5

6 4 In the Windows Components Wizard window locate and check the box beside the Internet Information Services (IIS) icon. (These components are listed alphabetical, you may need to scroll.) Also check all the boxes within these two subcomponents: IIS\Web Management Tools\IIS 6 Management Compatibility and IIS\World Wide Web Services\Application Development Features. If necessary, insert your Microsoft Windows server operating system CD and follow the prompts. 5 Once IIS has been installed windows displays the Windows Components Wizard window. Be sure to check all the boxes under IIS\Web Management Tools Click [Finish] to complete the installation. Installing the Remote Application Portal Digital Barcode uses the Digital Gateway Remote Application Portal (RAP) as the primary method of communication between the scanning PDA and the e-automate database. In order for your PDA to communicate with e-automate, you must install this portal for PDA communication. How to Install the Remote Application Portal 1 Place the downloaded Digital Barcode installation files on a computer in which you can access from your network. From the computer you want to install the Remote Application Portal, navigate to our Digital Barcode website and find the 8.0 e-automate download page. Click on Digital Barcode download. This will download a zipped file called DBC80_xxxxx.zip. Opening the zip file will open a folder with two subfolders, Digital Barcode for Scanner [with three files to be installed on your PDA scanner; Digital Barcode.exe, NETCFv35.Messages.EN.cab and NETCFv35.wm.armv4i.cab] and RAPServerSetup [with two files to install RAP; RAPSetup.msi and setup.exe]. Note: The computer must have IIS 6 management compatibility installed and functioning. See the Installing the Remote Application Portal topic on page 7. Double-click on the file, setup.exe to launch the installation of the Remote Application Portal. Note: You can right-click on the Start menu and select Explore to access Microsoft Windows Explorer. Also note that some computer configurations do not display file extensions (.exe). 2 The server installation file begins and displays the Welcome screen. Click [Next >] to continue the installation. 3 The installer allows you to select the installation folder for Digital Gateway s Remote Application Portal. Digital Gateway suggests you use the suggested installation directory, DGI RAP Server. You can change the virtual directory as necessary. Verify Everyone is selected and click [Next >]. 4 With the folder identified, the Remote Application Portal is ready to install. Click [Next >] to confirm and begin the installation. 5 The installer installs the Remote Application Portal. The installer displays the Register ASP.NET with IIS window to allow you to register ASP.NET with IIS. Click [Yes] to allow it to register. This installer opens an additional window and completes the registration. 6 When the registration is complete and ASP.NET is registered with IIS, the installer displays the Website Installation window. Check the box for Add Virtual Directory to existing website. In the Website field, use the down arrow and select Default Web Site. Click [Next >] to continue the installation. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 6

7 7 The Remote Application Portal installer installs a directory on the just specified web site. You use this window to name the directory. In the Name field, enter a name for the directory. Digital Gateway suggests, RAP. Click [Next >] to continue. 8 Prior to installing and creating the directory on the specified web server, the installer gives you the opportunity to change your settings. To change your settings, click [< Previous] as appropriate to change the desired setting. If your settings are correct, click [Next >] to continue the installation. 9 In order for Digital Barcode to connect through the Remote Application Portal, you must identify the connection information. In the SQL Server name field, enter the name or your SQL server. In the Full Access System password field, enter your full access password. Note: This password was added when setting up e-admin. You can change this password in e-admin as necessary. In the e-automate company field, enter the company in which you are running Digital Barcode. Note: This allows the installer to run a script on the database assuring it is ready to interact with Digital Barcode and the Remote Application Portal. Click [OK] to save your settings. 10 The Remote Application Portal installs and when complete displays the Installation Complete window. Click [Close] to complete the installation. Installing for Multiple Databases When you install the Digital Gateway Remote Application Portal (RAP) the installation process runs a script on your specified e-automate database. This script prepares the database to work in conjunction with the remote application. If you want to use Digital Barcode with multiple e- automate databases, you must run the script on each database to allow the database to interact with the Remote Application Portal (RAP). 1 From your e-automate server, navigate your network and access the Digital Barcode installation files. Locate the directory called, RAP_Install. Inside this directory, locate the file, RAP_AccessScript.sql and copy it to your e- automate server. Make note of the location you copy the script. 2 From your e-automate server select Start > All Programs > e-automate > e-admin. In the e-admin login screen, enter you login credentials and click [OK]. Note: You should assure that you do not have e-automate users logged into e-automate when running scripts on your e-automate databases. 3 Select the company database on which you intend to run the script. From the Company menu select Maintenance > Run Scripts Note: If you have several companies, you will need to run the script on all companies in which you intend to use Digital Barcode. 4 In the Enter Admin Password window, enter the password for your e-automate admin user and click [OK]. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 7

8 5 In the Backup Name window, enter a filename for your database backup. Note: e-admin requires a backup before you can run a script on your database. 6 In the Run SQL Script window click [Browse] to navigate to and select the RAP_AccessScript.sql you saved in step 1. Once the file is located and selected, click [Open]. Click [Execute] to run the script. e-admin reports the Script executed successfully. Click [Close] to close the Run SQL Script window. Note: If you want to allow Digital Barcode to interact with additional database, you will need to run the script on each database that will interact with Digital Barcode. Repeat steps 3 6 to run the script on additional databases. 7 Click [Close] to close e-admin. Checking a Digital Barcode License Key 1 From your e-automate server select Start > All Programs > e-automate > e-admin. In the e-admin login screen, enter you login credentials and click [OK]. 2 From the e-admin File menu, select Licenses e-admin displays the Manage Users and Licenses window. If Digital Barcode is not listed under User connections, cut and paste the Server identification code into an and send it to CustomerCare@digitalgateway.com asking for a new license key. 3 When you receive your license key from Customer Care it will likely be in a file attached to your . Save the file attachment to a location that you can access from you e-automate server. Note: If you need assistance on saving a file to access on your server, contact your system administrator. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 8

9 4 From your e-automate server select Start > All Programs > e-automate > e-admin. In the e-admin login screen, enter your login credentials and click [OK]. 5 From the e-admin File menu, select Licenses e-admin displays the Manage Users and Licenses window. 6 Navigate your network to the license key file you saved in step 6. Open the file from the server and copy the license key. Note: You should only select the license key, be careful to not copy any leading or trailing spaces. 7 Right-click in the New license key field and select Paste. Click [Update] to add your new license key. 8 Click [Close] to close the Manage Users and Licenses window. Click [Close] to close e-admin. Installing Digital Barcode on the PDA During this step you will copy the Digital Barcode.exe file from the Digital Barcode installation directory to your PDA. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 9

10 How to Install Digital Barcode on Your PDA 1 Using your PDA instructions, connect your PDA to your computer. You need to sync your PDA on a Windows 7 computer using Windows Mobile Device Center. If you do not have Windows Mobile installed, do the following: If you need to install Windows Mobile Device Center there are different installers depending on your system. If you are running a 32 bit you can find the installer at If you are running a 64 bit you can find the installer at 2 From the e-automate computer, right-click on the Start menu and select Explore to open Microsoft Windows Explorer. 3 In the Microsoft Windows Explorer window, in the left panel, click on My Computer. In the right panel, locate and double-click on the device Mobile Device. Windows displays the contents of the PDA in the right panel. 4 From the File menu select New Folder. When the new folder appears name the directory, Digital Barcode. 5 Navigate to your downloaded Digital Barcode files. Inside the DBCInstaller directory locate and copy the file named, Digital Barcode.exe file. 6 While still in Windows Explorer on your computer, in the left panel, navigate to your windows mobile device and click on Mobile Device to display the contents in the right panel. In the right panel, locate and double-click on the Digital Barcode directory to open the directory. From the Edit menu, select Paste to copy the Digital Barcode.exe file from your installation files to your Mobile Device. Note: When your PDA is connected, you can use Windows Explorer to move the Digital Barcode.exe file to and from your mobile device. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 10

11 7 With the Digital Barcode.exe file successfully copied from the installation files to your mobile device, you are ready to run Digital Barcode on your PDA. Use your PDA to accomplish this step. From the PDA Start menu, select Programs. Within the PDA Programs list, navigate and click on File Explorer. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 11

12 8 Locate and click on the Digital Barcode directory to locate the Digital Barcode.exe file for Digital Barcode for the PDA. 9 If Digital Barcode does not run on your PDA due to the incorrect.net framework, see Installing the Compact.Net Framework. 10 Click the X on the top right to close File Explorer. With a successful installation of Digital Barcode on the PDA you are ready to begin using Digital Barcode. You can access Digital Barcode from the Programs window on your PDA. Note: Some PDAs do not display the program icon in the programs area. You can access Digital Barcode by going to the Start menu and select Programs. Inside the Programs window, locate and double-click on File Explorer. Locate the Program Files directory and double-click on it to open it. Locate the DBCCabInstall directory and open it. You can launch Digital Barcode by double clicking on the words, Digital Barcode. Installing the Compact.Net Framework Cab Files Digital Barcode uses Compact.Net functionality, so you will need to have the correct version of the.net framework file running on your PDA in order to run Digital Barcode. There are two of these files and they need to install before starting Digital Barcode on your PDA. 1 Using your PDA instructions, connect your PDA to your computer and copy the files from the Digital Barcode for Scanner folder [with three files to be installed on your PDA scanner; Digital Barcode.exe, NETCFv35.Messages.EN.cab and NETCFv35.wm.armv4i.cab] onto your PDA. In order to install the NetCFv35.cab files, from within your PDA, click on the file and it will install. 2 Run Digital Barcode on your PDA. Use your PDA to accomplish this step. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 12

14 5 Locate and click on the Digital Barcode directory. Within the Digital Barcode directory there is a file for installing the Compact.Net Framework. If you are running e-automate 7.5 the file is NETCFv2.ppc.arm4.cab. If you are running e-automate 8.0 the file is NETCFv35.wm.arm4i.cab. Note: There is another file in the folder as well: NETCFv35.Messages.EN.wm.cab if you are running 8.0 and NETCFv2.Messages.EN.wm.cab if you are running 7.5. You do not need to do anything with this file. It is for troubleshooting purposes; it helps the framework display error messages properly. Activating the Dolphin 9500 and 9550 Wireless Barcode Scanners When using the Dolphin 9500 or 9550 you must activate the scanner to work in conjunction with Digital Barcode. If for any reason your scanner completely runs out of power or you have to do a warm boot or a cold boot with the device you would repeat these steps to re-activate the scanner. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 14

16 3 From the Power Tools list, locate and select ScanWedge. 4 The PDA runs the program and activates the scanner for work in conjunction with Digital Barcode. Activating the Symbol MC50 When using the Symbol MC50 you must activate the scanner to work in conjunction with Digital Barcode. If for any reason your scanner completely runs out of power or you have to do a warm boot or a cold boot with the device you would repeat these steps to re-activate the scanner. 1 From the PDA Start menu, select Programs. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 16

17 2 From the Programs list, select File Explorer. File Explorer always displays the last location viewed in the toolbar. Use the toolbar to change the location to MyDevice then click on Application folder. 3 From the list, locate ScanWedge and click on it to run it. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 17

18 4 Click [X] on the top right until you return to the desktop. Once you have run ScanWedge you will see the ScanWedge icon on the taskbar, bottom right. Note: The ScanWedge icon is a small triangle icon. Click on the ScanWedge icon, select the option that allows you to configure your scanner. You will see a screen similar to below. 5 Check Send ENTER key after suffix. Click [OK] to save your configuration settings. Activating Other Scanners When using a scanner with Digital Barcode the software expects an ENTER or it could be called carriage return after each successful scan. If you have a scanner that is not a Dolphin or a Symbol follow your manufacturer s instructions to configure the scanner to send an ENTER after each successful scan. Without this setting, you cannot use your scanner with Digital Barcode. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 18

19 Creating a PDA Shortcut If you would like to create a shortcut on your PDA to access Digital Barcode use the following instructions. 1 From the PDA Start menu, select File Explorer. 2 Click the down arrow at the top and choose My Device. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 19

20 3 Click on Program Files and then on the Digital Barcode folder. 4 Click and hold on Digital Barcode.exe file to display the context menu and choose Copy. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 20

22 7 Click and hold in any whitespace and choose Paste Shortcut. 8 Click and hold on Shortcut to Digital Barcode and choose Rename. Rename to Digital Barcode. Logging into Digital Barcode 1. From the PDA Start menu, select Programs. 2. Start Digital Barcode by clicking on the Digital Barcode icon. 3. Login in to Digital Barcode by completing the following: a. In the User field enter your e-automate user. Note: The Digital Barcode user must have access to Inventory rights, Purchase rights and Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 22

23 Sales rights in e-automate to use Digital Barcode sales functionality. These rights are configured in e-admin. b. In the Password field enter your e-automate password. Note: Digital Barcode requires a password in order to communicate with e-automate. c. In the Company field enter the company to which you want to connect. a. In the Server field, enter your RAP server for Digital Barcode. address or server name>/rap/dgapiservice.asmx Note: Virtual directory is set up when you set up the Remote Application Portal (RAP). The default is RAP or what you named it during the setup. The server field requires the full URL address, with the dgapiservice.asmx file. b. Note: Virtual directory is set up when you set up the Remote Application Portal (RAP). The default is RAP or what you named it during the setup. 4. Click [Login] to login to Digital Barcode. The Digital Barcode Login window displays. Last Updated: 11/12/2012 Digital Gateway, Inc. All rights reserved Page 23