RMS
Copyright and Distribution Notice November 2009 Copyright 2009 ARTROMICK International, Inc. ALL RIGHTS RESERVED. Published 2009. Printed in the United States of America WARNING: ANY UNAUTHORIZED DUPLICATION OF THIS DOCUMENTATION SHALL BE AN INFRINGEMENT OF COPYRIGHT. Trade Secret Notice This documentation, the software it describes, and the information and know-how they contain constitute the proprietary, confidential and valuable trade secret information of Artromick International, Inc., its affiliated companies or its or their licensors, and may not be used for any unauthorized purpose, or disclosed to others without the prior written permission of the applicable Artromick International entity. This documentation and the software which it describes are licensed either AS IS or with a limited warranty, as set forth in the applicable license agreement. Other than any limited warranties provided, NO OTHER WARRANTY IS EXPRESSED AND NONE SHALL BE IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR USE OR FOR A PARTICULAR PURPOSE. The applicable Artromick International entity reserves the right to revise this publication from time to time and to make changes in the content hereof without the obligation to notify any person or entity of such revisions or changes. Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. Artromick is a registered trademark of Artromick International, Inc. Artromick International 4800 Hilton Corporate Drive Columbus, Ohio 43232 Phone: (614) 864-9966 Customer Service: (800) 848-6462 Web site: www.artromick.com 2009 Artromick Proprietary + Confidential -iii-
Contents 1 Overview... 7 About This Guide... 7 Introduction to Remote Management Software... 8 System Requirements... 9 2 Installing Remote Management Software... 11 Installation Process... 11 Installing and Configuring the RMS Proxy... 12 Installing the Database... 13 Installing Remote Management Software... 15 Configuring the Remote Management Software... 16 Updating the Windows Registry Manually... 17 Logging Into Remote Management Software... 18 Changing the Initial Global User Password... 18 Adding Initial Carts to the Database... 19 Sending Changes to the Carts... 20 3 Uninstalling Remote Management Software... 21 Uninstalling the Remote Management Software... 21 Uninstalling the RMS Proxy... 22 Uninstalling the Database... 23 Index... 25 2009 Artromick Proprietary + Confidential -v-
1 Overview About This Guide Introduction Your Artromick software enables you to manage multiple carts from one workstation through wireless technology, instead of requiring you to have direct access to each cart to manage each cart individually. This guide describes how to install the Remote Management software and database on the workstation or network. This guide contains the following chapters: Documentation Conventions Overview: This chapter contains all of the requirements that you must meet before you can install the Remote Management software. Installing Remote Management Software: This chapter provides the procedures for installing the Remote Management software and database using the installation wizard. Uninstalling Remote Management Software: This chapter provides the procedures for uninstalling the RMS Proxy, Remote Management software, and database. This document uses different type styles to indicate elements of the Remote Management software. The following table describes the conventions. Bold Type Indicates o A selection that you are instructed to complete by typing the word or phrase in the software text boxes o A selection that you are instructed to make or clear from either a drop-down list or radio button when you are working with the Remote Management software Italics Used for emphasis or to cross reference topics that contain additional information. 2009 Artromick Proprietary + Confidential -7-
Overview Introduction to Remote Management Software Capabilities The Remote Management software enables you to read and write information to and from the cart and to wirelessly manage the cart settings and user settings from one location. The benefits of using the Remote Management software include: The ability to manage multiple carts while making changes only one time instead of on each cart individually. Increased speed in performing tasks, such as adding users and changing cart settings. Improved security by enabling faster updates to carts and user settings. Greater flexibility enabled by wireless technology to make updates. Use of groups to enable greater management over large numbers of carts. After the software is installed and set up, administrators can connect wirelessly to the carts to retrieve user, cart setting, and event data. Administrators can also use the software to change, add, or delete users and cart settings and then apply (write) any data changes to the cart. The Remote Management software has the following capabilities: Capacity for 10,000 users in the database Capacity for 200 carts in the database Multiple cart-access authentication options (access code, bar code, and magnetic strip support) Cart grouping capabilities for easier management Automatic audit updates to database from the carts Importing user and cart settings into the database Exporting user and cart settings from the database Printing user settings, cart settings, and log files Support for different configurations of carts (All-In-One, Laptop, or wireless antenna) 2009 Artromick Proprietary + Confidential -8-
Overview System Requirements Wireless Network The following are minimum system requirements that your computers must meet to install the different components of the Remote Management software. Check the system requirements and verify that you systems meet the requirements before installing any components. The wireless network must be compliant with the following cart configurations: RMS Proxy Requirements All-In-One cart configuration IEEE 802.11 (a, b, or g) compliant Laptop cart configuration IEEE 802.11 (a, b, or g) compliant Wireless antenna cart configuration IEEE 802.11b compliant To install and run the RMS Proxy, the computer must meet the following minimum requirements: Microsoft Windows 2000 SP4, or Windows XP SP2 Pentium 4 or higher processor VGA or higher resolution screen supported by Microsoft Corporation 50 KB disk space to install the software 32 MB of RAM An open serial port (COM 1 through COM 8 are supported) A mouse or other pointing device Requirements To install and run the Remote Management software, the computer must meet the following minimum requirements: Windows 2000 SP4, or Windows XP SP2 Pentium 4 or higher processor VGA or higher resolution screen supported by Microsoft Corporation 65 MB disk space to install the software 32 MB of RAM A mouse or other pointing device Database System Requirements To install and run the MSSQL database, the computer must meet the following minimum requirements: Windows Server 2003, Standard Edition; Windows Server 2003, Enterprise Edition; Windows Server 2003, Datacenter Edition; Windows 2000 Server; Windows 2000 Advanced Server; Windows 2000 Datacenter Server; Microsoft Windows 2000 Service Pack 4 (SP4); or Windows XP Service Pack 4.0 (SP4). 2009 Artromick Proprietary + Confidential -9-
Overview Pentium 166 MHz or higher processor VGA or higher resolution screen supported by Microsoft Corporation 95 to 270 MB disk space to install the database (250 MB for a typical installation) 44 MB disk space to install the Microsoft Desktop Engine (MSDE 2000) Additional disk space depending on the size of your database. 64 MB of RAM 128 MB or more recommended A mouse or other pointing device Information Requirements Before You Begin Installation You must have the following information available prior to starting the installation: Static IP addresses of the carts on which you are going to install the RMS Proxy. Static IP address of the server on which you are installing the database. IP address of the computer on which you are installing the Remote Management software. If you are installing the SQL database in an existing SQL installation, you must have an existing SQL username and password with SA permissions to complete the database installation. Database Requirements and Considerations The following requirements and considerations are important to your database installation: You are setting up a complete database structure that has a database engine as part of the install. The database engine must be installed on a computer that acts as a server on your network and the database application makes several connections to this server. If you are working with a large installation, you may need to run the database on a T-SQL compatible database engine such as MS SQL, instead of the provided MSDE. The Remote Management software does not support a PL-SQL compatible database engine such as Oracle. If you use MSDE, you must install a specific instance of MSDE. This will be done for you if you use the auto installation using the name Artromick. You can install the Remote Management software on the same computer on which you are installing the Remote Management software database. If you follow this installation configuration, keep in mind that you are setting up SQL database engine that will be running on your network and this database engine appears as a Microsoft SQL server. The database computer must be on the same network as the wireless carts. 2009 Artromick Proprietary + Confidential -10-
Installation Process Installation Process Steps 2 Installing Remote Management Software Installing the Remote Management software must be done in a specific order for the software to work properly and for the process to continue without error. Follow these steps in installing the Remote Management software. See the appropriate section of this chapter for instructions. Step Section of Chapter 1. Install and configure the RMS Proxy. Installing and Configuring the RMS Proxy 2. Install the database and database engine. 3. Install the Remote Management software. 4. Configure the Remote Management software. 5. Manually update the Windows Registry, if required. 6. Log into the Remote Management software. Installing the Database Installing Remote Management Software Configuring the Remote Management Software. Updating the Windows Registry Manually Logging Into Remote Management Software 7. Change the initial global user password. Changing the Initial Global User Password 8. Add the initial carts to the database. Adding Initial Carts to the Database 9. Send the changes you made in the database to the carts to populate the rest of the database with information received from the carts. Sending Changes to the Carts 2009 Artromick Proprietary + Confidential -11-
Installing Remote Management Software Installing and Configuring the RMS Proxy The RMS Proxy is a component of the Remote Management software. You must install the RMS Proxy and then configure the software to communicate properly with the network on which the Remote Management software database will be installed. Before You Install the RMS Proxy Verify that the computer you are installing the RMS Proxy on has a static IP address and is a member of your domain or Active Directory tree. Keep this IP address for future use in configuring the database and the Remote Management software. Installing the RMS Proxy Complete the following procedure to install the RMS Proxy. 1. Insert the RMS Installation CD. 2. Navigate to \RMS\Proxy. 3. Run Artromick_Proxy_Install.msi. The RMS Proxy is now installed. You must now configure the RMS Proxy. Configuring the RMS Proxy Complete the following procedure to configure your RMS Proxy. Note: If your cart is configured using the wireless antenna, configure the communications settings using the manufacturer instructions that accompanied your wireless antenna. 1. Open the RMS_Proxy.xml file in the following directory: c:\windows\system32\rms_proxy.xml 2. Configure the Server Port. The "Server_Port" Field contains the TCP Port that will be used by the Client to connect to the RMS_Proxy Server. <Server_Port>8002</Server_Port> 3. Configure the following COM Ports. Starting COM Port used to auto connect to Cart <nstartingcomport>1</nstartingcomport> Ending COM Port used to auto connect to Cart <nendingcomport>20</nendingcomport> Default COM Port used to start auto connect to Cart <ndefaultcomport>1</ndefaultcomport> Current COM Port used to communicate with the Cart <ncurrentcomport>2</ncurrentcomport> 2009 Artromick Proprietary + Confidential -12-
Installing Remote Management Software Installing the Database After you install and configure the RMS Proxy, you must install the database that stores the cart and user settings used to manage the carts using the Remote Management software. You have two options for installing the database: Automatic Automatically installs the database and the MSDE2000 database engine and moves the artromick.mdf and artromick_log.ldf files to the appropriate location in the database. Manual Requires you to install the database and the MSDE2000 database engine, or other SQL engine manually, move the artromick.mdf and artromick_log.ldf files to the appropriate location in the database, and link the database files to the database. Use this option if you already have the MS SQL engine installed that you want to use for the database with the Remote Management software. Installing the Database Automatically Complete the following procedure to automatically install the Remote Management software database. 1. Place the RMS CD in the appropriate drive. 2. From the installation CD, navigate to the \RMS\AutoSetup\ARTROMICKINSTALL.BAT 3. Double-click ARTROMICKINSTALL.BAT. The database and MSDE2000 database engine are installed without additional interaction. Additionally, the artromick.mdf and artromick_log.ldf files are copied to the database and linked into SQL for proper addressing. 4. Reboot the computer on which you installed the database. 5. Verify that the SQL service is running by clicking on the MSSQL icon in your task bar. 6. From the installation CD, navigate to the \RMS\AutoSetup\Post_Reboot_Install.BAT 7. Double-click Post_Reboot_Install.BAT. You can now install the Remote Management software on any computer that has network access to the database server. Before You Install the SQL Database Manually If you install the database into your existing SQL environment, before you install the database manually, ensure you have the following information available: Server name on which the database is installed. Username and password with SA permissions on the specific SQL engine. Note: Contact your database administrator for the preceding information. 2009 Artromick Proprietary + Confidential -13-
Installing Remote Management Software Manually Installing the MSDE2000 Database Engine You can use this procedure: If you install a specific instance of MSDE on your network. If you do not want to use the automatic installation procedure to install the Remote Management software database. If you are installing the MSDE2000 Database Engine manually, you must install the MSDE2000 Database Engine using strong authentication. Complete the following procedure to manually install the MSDE2000 Database Engine. 1. Place the RMS CD in the appropriate drive. 2. Open a command prompt. 3. In the command prompt, navigate to the CD drive: \RMS\Database\MSDE\MSDEReIA. 4. In the command prompt, type the following SQL command, where astrongpassword is the password for the administrative account with SA permissions and InstanceName is the name for the specific installation of MSDE: Note: Type the following command as one command and not two lines in the command prompt window. setup securitymode=sql sapwd= astrongpassword DISABLENETWORKPROTOCOLS=0 Instance= InstanceName Note: Specify SECURITYMODE=SQL to set up configures the instance in mixed mode. The MSDE2000 database engine installation completes. 5. Reboot the computer on which you installed the database. 6. Verify that the SQL service is running by clicking on the MSSQL icon in your task bar. You can now configure the database. Manually Configuring the Remote Management Database Complete the following procedure to manually configure the database. Note: This configuration is completed automatically if you chose the automatic install. 1. Place the RMS CD in the appropriate drive. 2. From the installation CD, navigate to the \RMS\Database\Default Database folder and copy the following files: artromick.mdf artromick_log.ldf 3. Paste the preceding files to the SQLServerName\MicrosoftSQL Server\MSSQL$Instance_Name\Data folder. SQLServerName is the name of the computer on which you installed MSSQL. Default location: C:\Program Files. 4. Open a command prompt. 2009 Artromick Proprietary + Confidential -14-
Installing Remote Management Software 5. In the command prompt, type the following SQL command to link the copied files to the SQL database: Note: Type the following command as one command, not three lines in the command prompt window. sp_attach_db @dbname= artromick @filename1= SQLServerName\MSSQL$Instance_Name\Data\artromick.mdf @filename1= SQLServerName\MSSQL$Instance_Name\Data\artromick_log.ldf Default location for SQL Server is C:\Program Files\Microsoft SQL Server You can now install the Remote Management software on any computer that has network access to the database server. Installing Remote Management Software Before You Install the Remote Management Software You must install the: RMS Proxy MSDE database engine or SQL Server MS SQL database Additionally, the first time the Remote Management software accesses the database, you will be prompted with some additional instructions that enable you to populate the database with your carts. Installing the Remote Management Software Complete the following procedure to install the Remote Management software: 1. Place the RMS CD in the appropriate drive. 2. From the installation CD, navigate to the \RMS\Management Application folder. 3. Double-click the setup.exe. The Remote Management software installs. You can now start the Remote Management software. When you start the Remote Management software the first time, you must configure the software to be able to manage your carts wirelessly. 2009 Artromick Proprietary + Confidential -15-
Installing Remote Management Software Configuring the Remote Management Software Configuring the Remote Management Software Complete the following procedure to configure the Remote Management software after you start the software the first time. After the initial configuration, you do not need to change these settings, unless your SQL server changes. You can view the settings in the Remote Management software selecting System Settings from the System menu on the RMS window. 1. Start the Remote Management software by clicking Start and selecting Programs > Artromick > Artromick Remote Management. The System Settings dialog box displays. The following settings cannot be changed: Application Path Directory path that you used to install the Remote Management software. Computer Name Name of the computer that you are now logged onto. Database Name Name of the database. This must remain named Artromick for the Remote Management software to work. 2. Make any changes to the following System Settings: Server Name SQL server name on which the database is installed. Db Username System Administration username provided by your database administrator for the SQL server on which you installed your database, if you completed a manual installation. If you used the automatic installation option, this value will be SA. Db Password Password associated with the System Administration username provided by your database administrator, if you completed a manual installation. If you used the automatic installation option, type 1m2Gx45. Verify Password Db password again. Log Read Time Time of day that the carts are polled for log information by the Remote Management software. Log Interval (In hours) Amount of time that passes before the carts are polled for log data by the Remote Management software. Access Code Digits Number of digits that an access code must contain. 3. Click Initialize Registry to write the information to the Windows registry. 4. In the Artromick dialog box stating that you must restart the host software, click OK. 5. In the System Settings window, click Exit. Note: If you start your access codes at 6 digits and later decide to decrease access codes to 4 digits, you must change all access codes to be 4 digits; otherwise, if you start at 4 digits and move to 6, the 4-digit access codes will be prefixed by two zeros. You can now restart and log into the Remote Management software and begin managing your carts wirelessly. 2009 Artromick Proprietary + Confidential -16-
Installing Remote Management Software Updating the Windows Registry Manually Manually Changing the Windows Registry to Update System Settings If you enter the system settings incorrectly, you will not be able to start the Remote Management software. If so, you can manually change the Windows Registry so that you are prompted for the system settings again when you start the Remote Management software, just as you were when you started the software the first time. Complete the following procedure to manually change the Windows Registry to update system settings. Warning: Before you start this procedure, access the Microsoft Web site and read the information in the following Web page regarding editing the registry: http://support.microsoft.com/kb/256986. 1. In Windows, click Start and select Run. The Run window displays. 2. Type Regedit. 3. Click OK. The Registry Editor window displays. 4. Navigate to the HKEY_CURRENT_USER\Software\VB and VBA Program Settings\Artromick folder. 5. Delete the Artromick folder and all of its subfolders and contents. In the Confirm Delete Key dialog box, click Yes. 6. Close the Registry Editor window. When you start the Remote Management software, you are prompted for the System Setting information again to re-configure the Remote Management software. For more information, see Configuring the Remote Management Software. 2009 Artromick Proprietary + Confidential -17-
Installing Remote Management Software Logging Into Remote Management Software Procedure Complete this procedure to log into the Remote Management software. 1. On the computer that the Remote Management software is installed, select Start > Programs > Artromick > Artromick Remote Management. 2. In the RMS window, type your user name and password. If this is your first time logging into the Remote Management software, use the following username and password combination: Username global Password password 3. Click OK. The RMS window displays. You are logged in and can now manage your carts and users wirelessly. You should change the password for the global user to improve security. Changing the Initial Global User Password Procedure Complete the following procedure to change the initial global user password to strengthen your Remote Management software security. 1. Log into the Remote Management software as described above. 2. Under Users, click Change Password. The Change Password dialog box displays. 3. In the Old Password field, type password. 4. In the New Password field, type your new password. 5. In the Verify New Password field, type your new password again to verify that you typed it correctly. 6. Click OK. The password changed successfully dialog box displays. 7. Click OK. 8. In the Change Password dialog box, click Exit. You can now log in using the new password. 2009 Artromick Proprietary + Confidential -18-
Installing Remote Management Software Adding Initial Carts to the Database If this is the first time you are communicating with the database, you must populate the database with carts. Complete the following procedure to add the initial carts to the Remote Management software database. Adding One Cart Procedure Complete the following procedure to add one cart to the Remote Management software. 1. Log into the Remote Management software. 2. On the RMS window, under Carts, click Add/Edit. 3. From the Add menu, select One Cart. A Continue to add cart dialog box displays. 4. Click OK. The Add Single Cart window displays. 5. Type the IP address of the cart in the IP Address field. 6. Click Save and Exit. The Remote Management software saves the cart to the database and the cart is added to the cart grid. 7. Send the changes to the carts. For instructions, see Sending Changes to the Carts. You can assign users to the cart and edit cart settings from the Remote Management software. Adding Multiple Carts Procedure Complete the following procedure to add multiple carts at one time to the Remote Management software. 1. Log into the Remote Management software. 2. On the RMS window, under Carts, click Add/Edit. 3. From the Add menu, select Multiple Carts. A Continue to add carts dialog box displays. 4. Click OK. The Add Multiple Carts window displays. 5. In the first text box, type the first IP address in the range of IP addresses of carts to add. 6. In the second text box, type the last IP address in the range of IP addresses of carts to add. 7. In the Cart prefix field, type the first part of the cart name. Note: The cart number is added to this prefix when you save the carts. For example, if you type MedCart as the Cart prefix, all carts in the range are named MedCart followed by the cart number (MedCart01, MedCart02, and MedCart03). 2009 Artromick Proprietary + Confidential -19-
Installing Remote Management Software 8. Click Save and Exit. The Remote Management software saves the carts to the database and the carts are added to the cart grid. 9. Send the changes to the carts. For instructions, see Sending Changes to the Carts. You can now assign users to the carts and edit the cart settings from the Remote Management software. Sending Changes to the Carts Introduction After you make changes in the Remote Management software database, you must send the changes to the carts to update the information on the carts. This keeps the information in the Remote Management software database and on the carts in sync. If you make changes to the cart settings in the Remote Management software database and do not update the carts, the carts may become out of sync with the database. Some changes may be lost because they are overwritten accidentally. In addition, the carts work from the last locally updated information and users who had access under previous changes may still have access if you did not send the changes to the cart. Cart security may be compromised. Procedure Complete the following procedure to send the Remote Management software database changes to the carts to update the cart information. 1. Log into the Remote Management software. 2. From the RMS window, under Update, click Send Changes. The Processing window displays showing the cart names as they are being updated. Each cart is polled for updated information. The information missing from the database is populated from the carts. The updated information in the Remote Management software database is then sent to the carts. 3. Click OK in the Finished Updating window. You can now add users to the database or change the cart settings, and add or delete carts as needed. 2009 Artromick Proprietary + Confidential -20-
3 Uninstalling Remote Management Uninstalling the Remote Management Software Introduction Software After you install the Remote Management software, you may need to uninstall the software. Procedure Complete the following procedure to uninstall the Remote Management software. 1. Log out of the Remote Management software. 2. From the Start menu, select Settings > Control Panel. The Control Panel window displays. 3. Select Add Remove Programs. The Add Remove Programs window displays. 4. In the left pane, select Change or Remove Programs. 5. In the Currently installed programs list, select Artromick. A dialog box asking if you are sure you want to delete the application displays. 6. Click Yes. 7. The uninstall wizard uninstalls the Remote Management software from your computer. 8. Follow any additional instructions in the wizard. The Remote Management software is uninstalled from your computer. 2009 Artromick Proprietary + Confidential -21-
Uninstalling Remote Management Software Uninstalling the RMS Proxy Introduction After you install the RMS Proxy, you may need to uninstall the RMS Proxy. Procedure Complete the following procedure to uninstall the RMS Proxy. 1. From the Start menu, select Settings > Control Panel. The Control Panel window displays. 2. Select Add Remove Programs. The Add Remove Programs window displays. 3. In the left pane, select Change or Remove Programs. 4. In the Currently installed programs list, select RMS Proxy. A dialog box asking if you are sure you want to delete the application displays. 5. Click Yes. 6. The uninstall wizard uninstalls the RMS Proxy from your computer. 7. Follow any additional instructions in the wizard. The RMS Proxy is uninstalled from your computer. 2009 Artromick Proprietary + Confidential -22-
Uninstalling Remote Management Software Uninstalling the Database Introduction After you install the database, you may need to uninstall the database. Procedure Complete the following procedure to uninstall the database, if you installed the Remote Management software database using the automatic installation. Note: If you installed the Remote Management software database using the manual installation, you must uninstall the database according to your infrastructure procedures. If you must uninstall your Remote Management software database manually, contact your database administration to complete this action. 1. Log out of the Remote Management software. 2. From the Start menu, select Settings > Control Panel. The Control Panel window displays. 3. Select Add Remove Programs. The Add Remove Programs window displays. 4. In the left pane, select Change or Remove Programs. 5. In the Currently installed programs list, select Microsoft SQL Desktop Engine. A dialog box asking if you are sure you want to delete the application displays. 6. Click Yes. 7. The uninstall wizard uninstalls the Microsoft SQL Desktop Engine from your computer. 8. Follow any additional instructions in the wizard. 9. Navigate to c:\program Files. Is there a Microsoft SQL Server folder? If Yes, highlight the Microsoft SQL Server folder and delete it. If No, close the window. The database is uninstalled from your computer. 2009 Artromick Proprietary + Confidential -23-
Index A Access Code Digits, 16 adding initial carts, 19 Application Path, 16 C Capabilities, 8 changing initial user password, 18 Computer Name, 16 configuring remote management database, 14 remote management software, 16 RMS Proxy, 12 Copyright, iii D Database Name, 16 database system requirements, 9 Db Password, 16 Db Username, 16 Documentation Conventions, 7 I IEEE 802.11, 9 Initialize Registry, 16 Installation Process, 11 installation, software requirements, 9 installing database, 13 remote management software, 15 RMS Proxy, 12 Introduction to Remote Management Software, 8 R requirements database, 10 remote management software, 9 RMS Proxy, 9 S sending changes to carts, 20 Server Name, 16 System Requirements, 9 T type styles in this guide, 7 U uninstalling database, 23 remote host software, 21 remote management software, 22 updating Windows registry, 17 V Verify Password, 16 W wireless network compliance, 9 L Log Interval (In hours), 16 Log Read Time, 16 logging into remote management software, 18 M MSDE2000 database engine, 14 2009 Artromick Proprietary + Confidential -25-
www.artromick.com 4800 Hilton Corporate Drive Columbus, Ohio 43232 800 848 6462 Artromick, 2009 Part #6869 Rev. 00