Install Pocket Inventory in a Windows Server 2008 Standard Environment

One Blue Hill Plaza, 16th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Install Pocket Inventory in a Windows Server 2008 Standard Environment CRE/RPE is only supported on Windows Server 2008 machines acting as back-office computers. Below are instructions on installing Pocket Inventory Including: Before you Begin Installation of the Required Server Features and Roles Installation of SQL 2008 Express Installation of the SQL Management Studio Installation of CRE/RPE Configuration of CRE/RPE Setting Up an Encryption Key Installing and Configuring Windows Mobile Device Center Installation of Microsoft.NET Compact Framework 2.0 SP2 Installation of SQL Server Compact 3.5 SP2 Server Tools SQL Server Compact 3.5 SP2 Configuration Installation of Pocket Inventory Pocket Inventory Configuration - Remote Server Port Pocket Inventory Configuration - Handheld Network Configuration Pocket Inventory Configuration - Handheld Network Configuration WinMo6.5 Pocket Inventory Configuration - Setup Pocket Inventory Troubleshooting - ISAPI and CGI Restrictions Pocket Inventory Troubleshooting SQL Server Requirement Failure 1 P a g e

Before you Begin The System Requirements are: Windows Server 2008 Standard Intel Core 2 Duo / 2.93 GHz Processor (or equivalent) 4GB of RAM Before beginning the installation of Pocket Inventory on your handheld it is required to download the required installation files from: Pocket Inventory Install Files (see page 34 to determine which version to download): http://download2.pcamerica.com/pi/latestrelease/pi-mobile-5andup.zip (for Windows Mobile 5 and up) http://download2.pcamerica.com/pi/latestrelease/pi-windows-ce50.zip (for Windows CE 5.0) http://download2.pcamerica.com/pi/latestrelease/pi-windows-mobile-2003.zip (for Windows Mobile 2003) Windows Mobile Device Center 32bit: http://www.microsoft.com/downloads/en/details.aspx?familyid=46f72df1-e46a-4a5f-a791-09f07aaa1914 Windows Mobile Device Center 64bit: http://www.microsoft.com/downloads/en/details.aspx?familyid=4f68eb56-7825-43b2-ac89-2030ed98ed95 Note: You must be logged onto your computer as an Administrator with full access rights in order to properly install Pocket Inventory. 2 P a g e

Installation of the Required Server Features and Roles 1. Select Start then right-click Computer and select Manage. 2. Select Features. 3. Select Add Features. 4. We will want to check.net Framework 3.5.1 Features. 3 P a g e

5. You will then be prompted to install additional options, select Add Required Role Services. 6. Check the following options: Desktop Experience Ink and Handwriting Services Ink Support Handwriting Recognition 7. Select Next. 8. Select Next. 4 P a g e

9. Make sure the following is checked: Common HTTP Features o Static Content o Default Document o Directory Browsing o HTTP Errors o HTTP Redirection Application Development o ASP.NET o.net Extensibility o CGI o ISAPI Extensions o ISAPI Filters Health and Diagnostics o HTTP Logging o Request Monitor Security o Basic Authentication o Windows Authentication o Request Filtering Performance o Static Content Compression Management Tools o IIS Management Console o IIS Management Scripts and Tools o IIS Management Service o IIS 6 Management Compatibility IIS Metabase Compatibility IIS 6 Management Console IIS 6 Scripting Tools IIS 6 WMI Compatibility 10. Select Install. 5 P a g e

11. Select Close. 12. Select Yes. 13. Select Close. 6 P a g e

Installation of SQL 2008 Express If you will be installing Pocket Inventory on the computer running Windows Server 2008 Standard then it is REQUIRED to manually install SQL 2008 Express prior to the install of CRE using the correct files below: 32bit Operating System SQL 2008 (32bit) o http://download2.pcamerica.com/components/sqlexpr_x86_enu.exe 64bit Operating System SQL 2008 (64bit) o http://download2.pcamerica.com/components/x64/sqlexpr_x64_enu.exe Note: If SQL was already installed some programs will need to be uninstalled. Please see: Pocket Inventory Troubleshooting SQL Server Requirement Failure Open the SQL 2008 Installation file by right-clicking it and selecting Run as administrator. 1. Select New installation or add features to an existing installation under the Installation section. 7 P a g e

2. Select I accept the license terms. 3. Select Next. 4. Under Instance Features make sure that Database Engine Services and SQL Server Replication are checked. 5. Under Shared Features make sure that SQL Client Connectivity SDK is checked. 6. Select Next. 7. Select Named instance and enter PCAMERICA. 8. Select Next. 8 P a g e

9. Select Use the same account for all SQL Server Services. 10. Use the drop-down to select NT AUTHORITY\SYSTEM. 11. Select OK. 12. Select Next. 9 P a g e

13. Select Mixed Mode and enter pcamer1ca in both fields. 14. Select Add Current User. 15. Select Next. 16. Select Next. 17. Select Close. 10 P a g e

Installation of the SQL Management Studio If you will be installing Pocket Inventory on the computer running Windows Server 2008 Standard then it is REQUIRED to manually install the SQL Management Studio prior to the install of CRE using the correct files below: 32bit Operating System SQL Management Studio (32bit) o http://download2.pcamerica.com/components/sqlmanagementstudio2008_x86_enu.exe 64bit Operating System SQL Management Studio (64bit) o http://download2.pcamerica.com/components/x64/sqlmanagementstudio2008_x64_enu.exe Open the SQL 2008 Management Studio Installation file by right-clicking it and selecting Run as administrator. 1. When opening the downloaded file if you receive the message (pictured left) then select Run Program. 2. Select Installation then select New SQL Server standalone installation or add features to an existing installation. 11 P a g e

3. When the progress bar has completed the system check you should see that no options have failed. 4. Select OK. 5. Select Install to install the Setup Support Files. 6. When the progress bar has completed the system check you should see that no options have failed. 7. Select Next. 12 P a g e

8. Select Perform a new installation of SQL Server 2008. 9. Select Next. 10. Select Next. 11. Select I accept the license terms. 12. Select Next. 13 P a g e

13. Select Management Tools Basic. 14. Select Next. 15. Select Next. 16. Un-check the options on this page. 17. Select Next. 14 P a g e

18. When the progress bar has completed the system check you should see that no options have failed. 19. Select Next. 20. Select Install. 21. Select Next. After the Installation has completed you will receive notification. 22. Select Close. 15 P a g e

Installing CRE/RPE Insert the CRE/RPE CD into the CD-ROM drive. Note: The Installer for CRE can be downloaded from: For 32Bit installations http://download2.pcamerica.com/cre_setup.exe For 64Bit installations http://download2.pcamerica.com/cre_setup_x64.exe Open the CRE/RPE Installation file by right-clicking it and selecting Run as administrator. 1. Before installing CRE/RPE the installer will scan for Microsoft.NET Framework 3.0 and Microsoft SQL Server Express which are prerequisites for the CRE/RPE install if they are not present you will get prompted. If you are prompted to install SQL 2008 then there may have been an issue with the installation, select Cancel and go to the Installation of SQL 2008 Express section of this guide. 2. Select Next. 16 P a g e

3. After all prerequisites have been installed the CRE installer should automatically launch and bring you to the next step. 4. Select I accept the terms in the license agreement, then select Next. 5. Select Install to begin the installation. 6. After the install has completed select Finish to exit the wizard. 17 P a g e

Configuration of CRE/RPE 1. Open CRE/RPE (icon should be located on the desktop). 2. Select Next to begin the configuration process. You will be asked a series of questions that will determine how your system is installed. 18 P a g e

3. CRE/RPE will prompt you to select your industry type. Select A Corporate Office for a Chain of Stores or Restaurants ONLY IF this computer is an office computer in your corporate office (not an office computer in a restaurant). If this is a retail establishment, select A Retail Store. Otherwise, choose A Fine Dining Restaurant with Table Service or a Quick Service Restaurant with Counter Service depending on your type of restaurant. For information on Self Service please see the document below: http://faq.pcamerica.com/file-lockers/pdf-locker/self_service.pdf 4. The next screen in the wizard will be the Database Selection tab. Select Configure This Computer to start a NEW database. To try using one of the sample databases select Try Out a Sample Database. Only select Use Advanced Configuration under the direction of technical support. To connect to your server please see the following document: http://faq.pcamerica.com/file-lockers/pdflocker/sync_configuration_cre_rpe.pdf 5. If Configure This Computer was selected you will need to answer a series of questions to help configure your system properly. 6. When done select Next. 19 P a g e

Note: To setup a Store Server you will need to choose the appropriate Store ID by highlighting it. In addition, you need to select a Station ID. You will then need to specify the Station Role: Standard This is the most commonly used station role. This station role will act as a normal cash register so that transactions can be performed. DriveThru This role is used where a Drive Thru will be used. For more information please see: MobileDevice This role is used to configure printer settings for a mobile device, for more information please see: For connecting a Station to a Store Server please see: http://faq.pcamerica.com/file-lockers/pdflocker/drivethru.pdf http://faq.pcamerica.com/software/restaurant-proexpress-mobile http://faq.pcamerica.com/file-lockers/pdflocker/sync_configuration_cre_rpe.pdf Note: Every station MUST have a unique number. 7. After you have configured your system select either Begin or Exit which will restart the program. 20 P a g e

8. In order to gain access to your new software you must now register it. Select the Register Now tab and scan or enter the registration number that came with your software. You must have an internet connection to register your software or call your customer service representative to guide you through the manual registration process. 9. Cash Register Express / Restaurant Pro Express will proceed to the Login Screen after a brief loading process. 21 P a g e

Setting Up an Encryption Key 1. Select Yes when prompted to update your encryption password. 2. Provide the administrator password and select OK. 3. Enter a secure, unique password and keep a record of it in a safe place. If you are setting up multiple stations in the same store, use the same password on all stations. 22 P a g e

Installing and Configuring Windows Mobile Device Center To install Windows Mobile Device Center either on a 32 bit or 64 bit environment, Internet access is required. The download for Windows Mobile Device Center can be downloaded from: Windows Mobile Device Center 32bit: http://www.microsoft.com/downloads/en/details.aspx?familyid=46f72df1-e46a-4a5f-a791-09f07aaa1914 Windows Mobile Device Center 64bit: http://www.microsoft.com/downloads/en/details.aspx?familyid=4f68eb56-7825-43b2-ac89-2030ed98ed95 Open the Windows Mobile Device Center Installation file by right-clicking it and selecting Run as administrator. 1. Connect the handheld to the cradle and then connect the cradle with the device to the computer. 2. The drivers and Windows Mobile Device Center will then automatically download and install on your computer. 3. Open the Start menu. 4. Select All Programs. 5. Select Windows Mobile Device Center. 23 P a g e

6. Accept the license agreement. 7. Select Set up your device. 8. Uncheck all options on this page. 24 P a g e

9. Enter a Device name and select Set Up. 10. Windows Mobile Device Center should now see the device. 25 P a g e

Installation of Microsoft.NET Compact Framework 2.0 SP2 *NOTE* Your Handheld MUST be cradled and synchronized through Windows Mobile Device Center in order to install this software. 1. Open the file named NetCFSetupv2.exe. 2. Select Next. 3. Select I accept the terms in the license agreement. 4. Select Next. 26 P a g e

5. Select Complete. 6. Select Next. 7. Select Install. 27 P a g e

8. If prompted, select to install on the Device. Then select Install. If told that the compact framework already exists in ROM select OK. If prompted to restart the device select OK. 9. When finished select the OK box on the top right of the screen. When you are told to check your mobile device screen, select OK. Select Finish. 28 P a g e

Installation of SQL Server Compact 3.5 SP2 Server Tools *NOTE* Your Handheld MUST be cradled and synchronized through Windows Mobile Device Center in order to install this software. The operating system installed on your computer will determine which file to select to install SQL Server Compact: If your computer is in a 32 bit environment open SSCEServerTools_x86-ENU.msi. If your computer is in a 64 bit environment open SSCEServerTools_x64-ENU.msi. 1. Select Next. 2. Select I accept the terms in the license agreement. 3. Select Next. 29 P a g e

Make sure that all each Status = Success. 4. Select Next. If you receive an error message that the SQL Server requirement failed please see the section titled Pocket Inventory Troubleshooting SQL Server Requirement Failure below. 5. Select Next. 6. Select Install. 7. After the installer has completed its operation select Finish. 30 P a g e

SQL Server Compact 3.5 SP2 Configuration 1. Select Start. 2. Select All Programs. 3. Select Microsoft SQL Server Compact 3.5. 4. Select Configure Web Synchronization Wizard. 5. Select Do not show this starting page again. 6. Select Next. 31 P a g e

7. Select SQL Server Compact. 8. Select Next. 9. Enter the name of the computer running IIS. 10. Select Create a new virtual directory. 11. Select the Web site in which to create the new virtual directory by selecting the local computer, then Web Sites, then Default Web Site 12. Select Next. 13. Enter pocketinventory for the Alias. 14. Select Next. Note: If prompted to create the folder select Yes. Note: If prompted to copy and register the SQL Server Compact Server Agent, select Yes. 32 P a g e

15. Check the box Do not require secure channel (SSL). Users will access your virtual directory through a URL string starting with http://. 16. Select Next. 17. Select Clients will connect anonymously. A user name and password will not be required. 18. Select Next. 19. Uncheck The Virtual directory will be used for SQL Server merge replication with a UNC snapshot share. 20. Select Next. 21. Select Finish. 22. Select Close. 33 P a g e

Installation of Pocket Inventory *NOTE* Your Handheld MUST be cradled and synchronized through Windows Mobile Device Center in order to install this software. In the PI_Install folder there are three pocket inventory install files. The operating system on your handheld will determine which of these three files you will need to use. If the desktop of the device you will be installing Pocket Inventory on, looks like any of the screens pictured on this page including: Windows Mobile 6 Professional Windows Mobile 6.1 Classic Windows Mobile 6.5 (CE OS) The PocketInventorySetupWM5 (1.2.1.25383).msi file will need to be used for the installation of Pocket Inventory. 34 P a g e

If the desktop of the device you will be installing Pocket Inventory on, looks like the screen pictured left: Windows CE 5.0 (WinCE5.0) The PocketInventorySetupWinCE (v1.2.2.22391).msi file will need to be used for the installation of Pocket Inventory. If the desktop of the device you will be installing Pocket Inventory on, looks like the screen pictured left: Windows Mobile 2003 Second Edition The PocketInventorySetupPPC2003 (1.2.3.27858).msi file will need to be used for the installation of Pocket Inventory. 35 P a g e

After choosing which file to install pocket inventory with run the installer. 1. Select Next. 2. Select Next. 3. Select Next. 36 P a g e

If when trying to install the application you receive error 2689 the following operations can be performed to resolve the issue: 1. Right click the application and select Run as administrator (if that option is not available then please see the next option). 2. Right click the application and select Troubleshoot Compatibility (if this does not fix the issue then see the next option). 3. Temporarily disable User Account Control (UAC). Select Start, type user accounts, and select Enter. o o In Windows Vista - Select Turn User Account Control on or off and uncheck Use User Account Control (UAC) to help protect your computer, then select OK. In Windows 7 - Select Change User Account Control Settings and move the slider to Never Notify, then select OK. 4. For each component that will be installed including: pcamerica PocketInventory Microsoftr SQL Client 2.0 SQLServerCompact 3.5 Core SQLServerCompact 3.5 Repl Symbol Managed Class Libraries You may be prompted where to install the application, select Device then select Install. Note: If prompted that an application is installed select Yes to re-install it. 37 P a g e

When prompted that the install was successful select OK on the Handheld. 5. After each of the aforementioned components are installed you will receive a prompt to check your mobile device, select OK. 6. Select Close. 38 P a g e

Pocket Inventory Configuration - Remote Server Port 1. Select Start then select Administrative Tools and finally Computer Management. 2. Select Services and Applications. 3. Open SQL Server Configuration Manager. 4. Open SQL Server Network Configuration 5. Select Protocols for PCAMERICA. 6. Right click TCP/IP and select Properties. 39 P a g e

7. Select the IP Addresses tab. 8. Under IPAll: Remove any information for TCP Dynamic Port. For TCP Port enter 32001. 9. Select Apply. 10. Select OK. 11. You may be prompted to restart the service to have the changes take effect. 12. Select OK. To restart the service follow the directions below: 13. Select SQL Server Services (or SQL Server Services). 14. Right click SQL Server (PCAMERICA). 15. Select Restart. 40 P a g e

Pocket Inventory Configuration - Handheld Network Configuration Note: This section only applies to the following operating systems: Windows Mobile 2003 Second Edition Devices Windows Mobile 6 Professional Windows Mobile 6.1 Classic Note: Windows CE 5.0 (WinCE5.0) does not require that the following settings be configured. Note: For information on configuring Windows Mobile 6.5 Professional (CE OS) devices please see: Pocket Inventory Configuration - Handheld Network Configuration WinMo6.5 1. On the handheld, select Start. 2. Select Settings. 41 P a g e

3. Select the Connections Tab. 4. Select Connections. 5. Select the Advanced Tab. 6. Select, Select Networks. 42 P a g e

7. Use the dropdown under Programs that automatically connect to the Internet should connect using: to select My Work Network. 8. Select Edit... directly underneath that. 9. Select the Proxy Settings Tab. 10. Select This network connects to the Internet. 11. Select OK in the top RIGHT corner of the handheld screen several times until you are back to the Windows Desktop on the handheld. *NOTE* At this point of the setup please UNCRADLE and then RE-CRADLE to the Handheld. 43 P a g e

Pocket Inventory Configuration - Handheld Network Configuration WinMo6.5 Note: This section only applies to the following operating systems: Windows Mobile 6.5 Professional (CE OS) Note: Windows CE 5.0 (WinCE5.0) does not require that the following settings be configured. Note: For information on configuring all other devices please see: Pocket Inventory Configuration - Handheld Network Configuration 1. On the handheld, select Start. 2. Select Settings. 44 P a g e

3. Select Connections. 4. Select Connections. 5. Select Advanced at the top. 6. Select, Select Networks. 45 P a g e

7. Use the dropdown under Programs that automatically connect to the Internet should connect using: to select My Work Network. 8. Select Edit... directly underneath that. 9. Select the Proxy Settings Tab. 10. Select This network connects to the Internet. 11. Select OK in the bottom RIGHT corner of the handheld screen several times until you are back to the Windows Desktop on the handheld. *NOTE* At this point of the setup please UNCRADLE and then RE-CRADLE to the Handheld. 46 P a g e

Pocket Inventory Configuration - Setup 1. On the handheld, select Start. 2. Select Pocket Inventory. Note: If you receive a message about the local database not being created yet select OK. Note: you may need to select Programs then select Pocket Inventory if it is not displayed on the Start menu. 3. Select Menu then select Setup. Note: If you receive a message about the local database not being created yet select OK. 47 P a g e

4. We need to check what is setup in CRE. 5. On the desktop PC open CRE/RPE. 6. From the login screen, select File then Database Maintenance and finally View Database Settings. 7. Enter you credentials. 48 P a g e

*NOTE* The Remote Server Name, Remote Database Name, User Name, and Password in the Main Computer Tab of Pocket Inventory MUST be identical to the fields in the database settings in Cash Register Express of the computer that Pocket Inventory is connecting to. 8. On the handheld enter the following information: Remote Server Name: - The name of the server computer (with the database). Remote Server Port: - Enter 32001. Remote Database Name: - The name of the database on the server computer. User Name: - Enter the default sa. Password: - Enter the default pcamer1ca. Note: These are the default settings and may not be correct in each environment. 9. Select the Handheld tab. 10. Make any of the following selections: Display UPC-A Check Digit Display CODE-39 Check Digit Drop First Barcode Digit Beep On Scan Speed Scan when Counting Prompt eaches or cases Auto-sync after ActiveSync finishes 49 P a g e

11. Select the Other tab. 12. Make Sure the Store ID matches the store ID of your store. In most cases the Store ID will be entered as 1001. 13. Enter your Company Name. 14. Select the Departments tab. 15. Highlight the departments you would like to edit inventory from on the handheld then select the > (single arrow) pointing to Selected Departments to bring the departments over. To filter all of the Departments over select the >> (double arrows) pointing to Selected Departments. 16. When done filtering your departments select Options then select Save. 50 P a g e

17. Select Menu then select Receive Changes from CRE. *NOTE* When you click on Receive changes from CRE Pocket Inventory will synchronize with the Cash Register Express Database for the first time. 18. When synchronization has completed you will be asked to login. Note: Employee permissions will need to be configured to access pocket inventory, for more information on configuring employee permissions please see the following document located at http://faq.pcamerica.com: Employee Permission Descriptions Now that CRE is synced with your handheld, be sure to select the appropriate handheld type (Windows Mobile / Pocket PC) on Page 2 of the Hardware tab of Setup Screen. This will ensure that Inventory Track Express works correctly. Refer to the document entitled Pocket Inventory Usage Guide on http://faq.pcamerica.com for usage instructions. 51 P a g e

Pocket Inventory Troubleshooting - ISAPI and CGI Restrictions 1. On your computer, select Start. 2. Select Administrative Tools. 3. Select Computer Management. 4. Select the arrow to the left of Services and Applications to expand it and then select Internet Information Services. 5. Select the arrow to the left of (Your computer Name) and then to Sites to expand them. 6. Select the arrow to the left of Default Web Site to expand it and then select pocketinventory. 7. On the right tab select Advanced Settings... 52 P a g e

8. Under General select Classic.NET AppPool for the Application Pool (if it is available). 9. Select OK. 10. Under Connections select (Your Computer Name). 11. Select ISAPI and CGI Restrictions. 53 P a g e

12. Under Actions, select Add... 13. Under ISAPI or CGI Path enter: C:\Program Files\Microsoft SQL Server Compact Edition\v3.1\sync\SQL\pocketinventory\sqlcesa30.dll 14. Under description, enter SQL Server for PI. 15. Make sure that the Allow extension path to execute option is checked. 16. Select OK. 17. Close the Computer Management window. 54 P a g e

Pocket Inventory Troubleshooting SQL Server Requirement Failure After determining that the required components of SQL Server are not installed we will need to do a backup of the CRE/RPE database then uninstall and reinstall SQL Server with the replication components. 1. Open CRE/RPE. 2. Select File then Database Maintenance and finally select Backup Database. 3. Enter your credentials and select OK. 4. Select the location to save the backup to. 5. Enter the file name (it is recommended to use the date), and select Save. 6. Select OK. 7. Exit CRE/RPE. 55 P a g e

8. On your computer, select Start. 9. Select Control Panel. 10. Select either Uninstall a program or Programs and Features. We will then need to uninstall any items listed here that are related to the installation of Microsoft SQL Server. Please the image above for references to what needs to be uninstalled. 56 P a g e

11. After uninstalling all SQL components above please see the sections: Installation of SQL 2008 Express Installation of the SQL Management Studio 12. To restore the database backup from your saved location please follow the document below: http://faq.pcamerica.com/file-lockers/pdf-locker/restoring_a_database.pdf 57 P a g e