SalesPad for Dynamics GP DataCollection Installation & Setup

Transcription

1 SalesPad for Dynamics GP DataCollection Installation & Setup A software product created by SalesPad Solutions, LLC Copyright Contact Information SalesPad Solutions, LLC Eagle Park Drive, Suite 100 Grand Rapids, MI Phone: support@salespad.net Web: Legal Information Copyright Copyright SalesPad Solutions, LLC. All rights reserved. Trademarks SalesPad is a registered trademark of SalesPad Solutions, LLC. Published November 2011

2 Table of Contents DataCollection System Requirements... 3 Hardware required... 3 Software Required... 3 Software Included with the Purchase of DataCollection... 3 DataCollection Web Services Installation... 5 Installing Internet Information Services... 5 DataCollection Web Service Windows 2008 Server Minimum Required Items... 8 Installing DataCollection Web Services... 9 DataCollection Web Services Installation Check DataCollection Web Services Configuration Modifying the Database Connection String **To create multiple database links in DC Mobile: Web Service Logging Configuring IIS to Run 32-bit Applications on 64-bit Windows (IIS 6.0) NET CF Installation DataCollection Mobile Installation DataCollection Mobile Configuration DataCollection Desktop Installation DataCollection Console Installation DataCollection Console and DataCollection Desktop Activation and Configuration.. 27 License Activation Create a Database Connection Login Screen Database Update Setting up Security in DC Console Removing DataCollection Mobile Removing DataCollection Web Services, DC Console, and DC Desktop REV DATACOLLECTION INSTALLATION & SETUP 2

3 DataCollection System Requirements Hardware required Required Hardware Components and Features o Intel X-Scale processor or equivalent o 64 MB RAM or greater Recommended Handheld Models: o Motorola models MC75, MC55, MC70, MC3000, MC9090, MC9190 Note: Motorola MC310 is not compatible with DataCollection. o Honeywell models Dolphin 9690 (discontinued), 9950, or 9951 o lntermec models CK3, Intermec 700C series (discontinued) o Psion models Workabout Pro Note: DataCollection is not compatible with Motorola MC310. Note: The Windows Mobile device must be able to establish and maintain a wireless connection to the client s network before installing SalesPad DataCollection Mobile. Software Required Required Software Components o Microsoft Windows Internet Information Server (IIS) o Microsoft Dynamics GP10, GP 2010 o Microsoft Windows Mobile 5.0 or greater o Microsoft.Net Framework version 2.0 or greater Note: DC Mobile requires.net Framework CF 2.0. We currently do not support any version of.net CF other than 2.0 **Motorola Devices must have the ScanWedge application installed (Normally factory-installed on device). If it is not installed on your device, you will need to contact Motorola to obtain a copy of the free software from their website. Software Included with the Purchase of DataCollection SalesPad DataCollection - Mobile Includes: PO Receiving, Bin Transfers, Order Picking SalesPad DataCollection - Console Includes: PO Printing, Label Printing, Bulk Pick Ticket Printing SalesPad DataCollection - Desktop SalesPad DataCollection Web Services REV DATACOLLECTION INSTALLATION & SETUP 3

4 REV DATACOLLECTION INSTALLATION & SETUP 4

5 DataCollection Web Services Installation Note: Internet Information Services (IIS) is required for DataCollection Web Services and must be installed on the server where you are planning to use DataCollection Web Services. Note: If Sharepoint is installed on the IIS server and using the same port as DataCollection Web Service, you will need to change the port of DataCollection and adjust the DataCollection Mobile login settings to reflect this. Installing Internet Information Services To install Internet Information Services (IIS), follow the steps below 1. Start > Control Panel > Add or Remove Programs 2. Click Add/Remove Windows Components. The Windows Components Wizard will appear REV DATACOLLECTION INSTALLATION & SETUP 5

6 3. Select Application Server, and click Details. The Application Server screen will appear 4. Make sure the Internet Information Services (IIS) check box is checked 5. Click OK. The Internet Information Services component will be installed 6. Close the Add or Remove Programs window REV DATACOLLECTION INSTALLATION & SETUP 6

7 7. To access IIS via My Computer, click the Windows Start button on your PC. The Start Menu appears. Right click on My Computer and select the Manage option 8. Double click on the Internet Information Services (IIS) option. The IIS Manager appears 9. Reboot your server after installing IIS REV DATACOLLECTION INSTALLATION & SETUP 7

8 DataCollection Web Service - Windows 2008 Server Minimum Required Items The following items are the minimum required items for DC Web Service to run and install properly on Windows 2008 Server. To change these settings, open the Server Manager> Roles and verify Web Server (lis) is installed. If Yes, then view the details and ensure all of the following items are selected on your server. REV DATACOLLECTIONINSTALLATION&SETUP I 8 I

9 Installing DataCollection Web Services 1. Find the DataCollection Web Services installer file and double click it 2. The DataCollection Web Services wizard will appear. Click the Next button in the wizard 3. The Select Installation Address appears. In this screen you may change the default options for Site, Virtual directory, and Application Pool to install to, if desired. SalesPad recommends accepting all the default options on the wizard REV DATACOLLECTION INSTALLATION & SETUP 9

10 4. Click the Next button to continue 5. Confirm the installation by clicking the Next button one more time. DataCollection Web Services will install REV DATACOLLECTION INSTALLATION & SETUP 10

11 6. The wizard displays the progress as it copies the installation files to your hard drive 7. Close the window when installation completes DataCollection Web Services Installation Check Note: This section is optional. You may complete the installation of DataCollection Web Services without running the installation check in this section. We advise referring to this section only for troubleshooting purposes. Complete the following steps to test your DataCollection Web Services installation: 1. Using your Internet web browser, navigate to the services.asmx page for the DC Web site (Type the Web Server Name/Web service name/services.asmx). If you accepted all the default options during the installation of DC Web Services, the web address should be: REV DATACOLLECTION INSTALLATION & SETUP 11

12 The service screen will load, displaying the web methods accessible in the web service: 2. Click on the Authenticate link 3. Enter your username/password for DataCollection. SalesPad recommends using the sa account for this test REV DATACOLLECTION INSTALLATION & SETUP 12

13 If the web service successfully processes your authentication request, you will see the XML response shown in the image below. The Authenticated tag will display as true; if authentication failed, it will say false: If authentication is successful, you may safely conclude that Internet Information Services (IIS) is working properly and that DC Web Services is responding successfully to authentication requests. You may also try accessing the same web address from your mobile computer to determine if it is communicating with the web service without using the DC Mobile application. In some cases, this is a good step to find out if the mobile computer is configured correctly to communicate via the web. DataCollection Web Services Configuration Modifying the Database Connection String You will need to edit the web.config file in order to connect your GP company database to the web service. The web.config file is copied to the virtual folder you selected during the setup phase (the default directory is (localdrive:\inetpub\wwwroot\datacollection.websvc) 1. In your virtual folder, locate the web.config file, right click on it and select the Edit option, then select an editor such as Microsoft Notepad to edit the file. Make sure you do not select the option to always use this program to open this file type REV DATACOLLECTION INSTALLATION & SETUP 13

14 2. Find the connection string section in the web.config file and replace the default server, database, username and password with your Microsoft SQL Server connection info and the database instance specific to your GP company 3. Within the connection string tag, replace the default text localhost with your Microsoft SQL Server name or IP Address and SQL server instance if needed. Replace the default database instance TWO with your database name: 4. Replace the username and password with your credentials 5. Save changes and close REV DATACOLLECTION INSTALLATION & SETUP 14

15 6. If you installed DataCollection Web Services on a computer running a 64-bit operating system, you may need to adjust your IIS application pool to support 32-bit applications. On Windows 7, for example, you navigate to the Application Pools screen in IIS. Right click on your application pool and select Advanced Settings. Find the setting named Enable 32-Bit Applications and set it to True 7. You may need to restart IIS to make sure the client mobile devices connect to the web service REV DATACOLLECTION INSTALLATION & SETUP 15

16 **TO CREATE MULTIPLE DATABASE LINKS IN DC MOBILE: 1. Open lis Manager 2. Under Sites, right click on Default Web Site and select Add Application 3. When creating the new application,make sure the Alias matches the Application Pool created above and the Physical Path is in the same root folder as the first DataCollection.Websvc installation 4. Once created, open the root folder where the original DataCollection.Websvc is installed and make a copy of a II the files in the DataCollection.Websvc folder. Copy the files to your newly created folder REV DATACOLLECTION INSTALLATION & SETUP 16

17 5. Edit the web.config file in the new folder to reflect the database you are connecting to 6. Create your connection in DC Mobile to the new data source (see DataCollection Mobile Installation and DataCollection Mobile Configuration on the following pages) Web Service Logging You may enable logging in the web service for troubleshooting purposes. Logging is turned off by default. SalesPad recommends leaving the logging feature set to the default setting unless you are instructed to enable it by SalesPad personnel. The file tag inside the log4net section of the web.config file determines the path and file that will be used to write all logging output. The default setting is C:\temp\log-file.txt To enable logging in the DataCollection Web Services simply open the web.config file in a text editor such as Microsoft Notepad, uncomment the two commented out sections in the log4net tag and save the changes. REV DATACOLLECTION INSTALLATION & SETUP 17

18 Configuring IIS to Run 32-bit Applications on 64-bit Windows (IIS 6.0) (From microsoft.com) Windows Server 2003 TM, Service Pack 1 enables IIS 6.0 to run 32-bit Web applications on 64-bit Windows using the Windows-32-on-Windows-64 (WOW64) compatibility layer. IIS 6.0 using WOW64 is intended to run 32-bit personal productivity applications needed by software developers and administrators, including 32-bit Internet Information Services (IIS) Web applications. To enable IIS 6.0 to run 32-bit applications on 64-bit Windows 1. Open a command prompt and navigate to the %systemdrive%\inetpub\adminscripts directory 2. Type the following command: cscript.exe adsutil.vbs set W3SVC/AppPools/Enable32BitAppOnWin64 true 3. Click Enter.NET CF Installation Note: DataCollection Mobile requires a constant connection to a wireless network, which will need to be configured and connected prior to installing DataCollection Mobile software. DC Mobile requires at least.net CF 2.0. If you currently have the latest version of CF installed on your mobile device, skip down to the DataCollection Mobile Installation. (The CF version can be checked by tapping the \Windows\cgacutil file.) You can download the CF version from the following link located on our website: The following table from Microsoft details which version of the.net Compact Framework is embedded with which OS: Platform Windows Mobile 2003 for Pocket PC Windows Mobile 2003 for Pocket PC SE Windows Mobile 5.0 Windows Mobile 5.0 (build ) Windows Mobile 5.0 (build ) Windows Mobile 6.NET Compact Framework version 1.0 SP2 1.0 SP3 1.0 SP3 1.0 SP3 or 2.0 (determined by OEM) 1.0 SP3 or 2.0 SP1 (determined by OEM) 2.0 SP2 REV DATACOLLECTION INSTALLATION & SETUP 18

19 To install.net CF 3.5 on your mobile computer: 1. Copy the CAB installer file to your mobile computer a. Connect your mobile computer s cradle to your PC. Note: Depending on your version of Microsoft Windows and the brand and model of your mobile computer, you may need to install device drivers to establish communication between your mobile computer and your PC. Most devices have plug-and-play capabilities and will automatically install any device drivers needed. If your mobile computer cannot connect to your PC or you do not own a cradle, please contact your handheld s manufacturer for assistance regarding transferring files to your device. You may also use freeware utilities such as Microsoft ActiveSync and MyMobiler to manage your connection. b. On your PC, navigate to Start > My Computer c. Find your portable device under the list for Portable Devices d. Double click on your portable device and navigate to its root drive REV DATACOLLECTION INSTALLATION & SETUP 19

20 e. Copy and paste the CAB installer file to the root of the drive 2. To install Microsoft.NET CF 3.5, complete the following steps: a. On your mobile computer, tap the Start button then select the Programs option b. Find the File Explorer option and double tap on it c. Find the CAB file that you copied to this directory on step 3 d. Double tap the CAB file to initiate the setup process DataCollection Mobile Installation To install DataCollection Mobile on your mobile computer please follow the instructions below: 3. If you are performing a new installation skip step 2. However, if you are upgrading your version of DataCollection Mobile, continue to step two. 4. Remove the current version of DataCollection Mobile by completing the following steps: a. Tap the Start button then select the Programs option b. Find the Remove Programs option and double tap on it REV DATACOLLECTION INSTALLATION & SETUP 20

21 c. The Remove Programs screen appears. Select SalesPad DataCollection from the list and tab the Remove button d. Select Yes when the confirmation screen appears e. Tap the OK button when the Uninstall Complete screen appears f. Tap the OK button again to exit the Remove Programs screen g. Tap the X button to close the Settings screen and return to the desktop 5. Copy the CAB installer file to your mobile computer a. Connect your mobile computer s cradle to your PC. Note: Depending on your version of Microsoft Windows and the brand and model of your mobile computer, you may need to install device drivers to establish communication between your mobile computer and your PC. Most devices have plug-and-play capabilities and will automatically install any device drivers needed. If your mobile computer cannot connect to your PC or you do not own a cradle, please contact your handheld s manufacturer for assistance regarding transferring files to your device. You may also use freeware utilities such as Microsoft ActiveSync and MyMobiler to manage your connection. b. On your PC, navigate to Start >My Computer REV DATACOLLECTION INSTALLATION & SETUP 21

22 c. Find your portable device under the list for Portable Devices d. Double click on your portable device and navigate to its root drive e. Copy and paste the CAB installer file to the root of the drive 6. To install DataCollection Mobile complete the following steps: a. On your mobile computer, tap the Start button then select the Programs option b. Find the File Explorer option and double tap on it c. Find the CAB file you copied to this directory on step 3 d. Double tap the CAB file to initiate the setup process 7. Using File Explorer, navigate to Program Files>DataCollection and double tap on the DataCollection program to launch it REV DATACOLLECTION INSTALLATION & SETUP 22

23 8. The DataCollection sign on screen appears. If no web service connections exist you will be automatically routed to the setup screen where you can enter your connection information DataCollection Mobile Configuration 1. From the DataCollection sign on screen, tap on the Settings button. The Settings screen appears 2. Tap on the + button and enter a connection name. 3. In the Web Server text box, enter the IP address of the server running the Data Collection Web Services. You may also enter the server name 4. In the Virtual Folder text box, enter the name of the IIS virtual folder where you installed DataCollection Web Services 5. Click the Save button Note: You may also select connections from the combo box and click the delete button to delete connections. 6. Tap the OK button to exit the Setting screen and return to the sign on screen REV DATACOLLECTION INSTALLATION & SETUP 23

24 DataCollection Desktop Installation To install DataCollection Desktop follow the steps below: 1. Find the DataCollection Desktop installer file and double click it 2. The DataCollection Desktop wizard appears 3. Read the EULA (End User License Agreement) and click the I Agree button to continue 4. Install the program to the default (or desired) folder REV DATACOLLECTION INSTALLATION & SETUP 24

25 5. Follow the instructions until the application has been installed 6. Click Finish when the Setup Wizard has completed DataCollection Console Installation To install DataCollection Console follow the steps below: 1. Find the DataCollection Console installer file and double click it 2. The DataCollection Console wizard appears. Click Next 3. Read the EULA (End User License Agreement) and click the I Agree button to continue REV DATACOLLECTION INSTALLATION & SETUP 25

26 4. Install the program to the default (or desired) folder 5. Follow the instructions until the application has been installed 6. Click Finish when the Setup Wizard has completed REV DATACOLLECTION INSTALLATION & SETUP 26

27 DataCollection Console and DataCollection Desktop Activation and Configuration License Activation To activate DataCollection Console or DataCollection Desktop, follow the steps below (If installing both, repeat the same process for each): 1. Enter your contact information in the Software Licensing screen. Fill in all fields and click the Activate button 2. The Licensing screen will appear, confirming retrieval of your license. Click the OK button 3. You will return to the Login screen REV DATACOLLECTION INSTALLATION & SETUP 27

28 Create a Database Connection To create a connection using GP credentials, specify the name of the SQL server hosting the Dynamics GP database, and a User ID and Password used to access the Microsoft SQL Server. Optionally, press the Manual Setup button to create a manual connection. To create a manual connection, follow the steps below: 1. Specify a Connection Name, Server Name (the server hosting the database), and the Database used for this connection REV DATACOLLECTION INSTALLATION & SETUP 28

29 2. Choose an Authentication Method: Use my current login credentials: Select this option to connect using Windows credentials Use these following SQL credentials: Select this option to connect using the supplied SQL server credentials User ID: User ID used to access the SQL server Password: Password used to access the SQL server 3. Click Next to save the connection and return to the Login screen Login Screen You may click on the + button to the right of the Connect To combo box to create additional connections. The - button deletes connections. The button allows you to edit an existing connection. All connections appear in the Connect To combo box. a. Select a connection from the list b. Enter User ID and Password and click the OK button to enter DataCollection Console or DataCollection Desktop REV DATACOLLECTION INSTALLATION & SETUP 29

30 Database Update You may be asked to install a Database Update. To do so, please follow the steps below 1. Enter the sa password and click the Next button 2. The Database Update will begin analyzing database differences. This analysis may take a few minutes REV DATACOLLECTION INSTALLATION & SETUP 30

31 3. When the Database Analysis is complete, click the check box next to Yes, Apply these updates. and click the Next button 4. When the database has successfully updated, click the Next button. REV DATACOLLECTION INSTALLATION & SETUP 31

32 5. Click the Close button on the following screen 6. You will return to the Login screen. Enter your User ID and Password Setting up Security in DC Console DataCollection Console provides a security editor to set up and manage security groups. Security groups determine which modules and features are available to users when they log in to DC Mobile. If you have used SalesPad s Security Editor, you will be familiar with the Security Editor in DataCollection Console. To access the Security Editor in DC Console, follow the steps below: 1. Log in to DC Console with administrator privileges. The sa user is automatically setup by default with new installations of DC Console. You may use the sa user to start setting up users and groups and change the administrator accounts to fit your needs REV DATACOLLECTION INSTALLATION & SETUP 32

33 2. In the main DataCollection Console screen click on the DC Console button which is located in the top left part of the application window 3. Select Security. The security screen appears The security screen is comprised of four sections: The middle pane allows you to control groups The left pane allows you to control users The right pane allows you to select which modules and features groups are allowed to use The toolbar at the top of the security screen allows you to save your changes, import and export your security groups. REV DATACOLLECTION INSTALLATION & SETUP 33

34 To create a new group: 1. Click the New Group button in the Groups pane 2. Enter a unique name for the new group 3. Click the Save button in the toolbar To assign users to your new group: 1. Click the New User button in the Users pane 2. Enter a unique name for the new user 3. Enter a Name, Password, Sales Rep, Default Warehouse and Security Group in the User Properties section of the Users pane 4. Click Apply 5. Click Save Permissions in DC Console are controlled by groups. Users can only be members of one group. To assign permissions to a group: 1. Select the group you want to modify in the Groups pane 2. In the Security pane, under the Access column, check the options for the modules and features to allow for the selected group Note: Options under the Name column of the Security pane ending with an asterisk symbol contain sub-features or other options. If the option you selected contains sub-options, they will appear in the lower part of the Security pane 3. Click Save to save your changes 4. Click Close to exit the Security screen when you are finished making changes At this point you are ready to start using the DataCollection System. If you need further instructions regarding the configuration of the DataCollection Console, please refer to the SalesPad DataCollection User s Manual for more help. Removing DataCollection Mobile To remove the DataCollection Mobile application from your mobile computer or emulator, please refer to step 2 of the section titled SalesPad DataCollection Mobile Installation in this document. REV DATACOLLECTION INSTALLATION & SETUP 34

35 Removing DataCollection Web Services, DC Console, and DC Desktop To remove DC Web Services, DC Console, and/or DC Desktop from your PC please follow the steps below: 1. On your PC, click the Windows Start button. The Start Menu appears 2. Click the Control Panel option 3. Find the Add or Remove Programs icon and double click on it REV DATACOLLECTION INSTALLATION & SETUP 35

36 4. The Add or Remove Programs screen appears 5. To remove DC Console or DC Desktop, select DataCollection Console or DataCollection Desktop from the list and click the Change/Remove button 6. Click OK when the Finished screen appears 7. To remove DC Web Services, select DataCollection Web Services from the list and click Remove 8. Select Yes when the confirmation screen appears 9. Click OK when the Uninstall Complete screen appears REV DATACOLLECTION INSTALLATION & SETUP 36