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INTELLITRACK INVENTORY V8.1
User Manual
viiiviii
CHAPTER 2: DMS CE Batch Setup .....................................................7
DMS Batch Installation Overview ...............................................................................8
Batch Installation Prerequisites by Operating System ................................................. 9
Batch Installation Prerequisites for Windows Vista and Windows 7.................... 9
Disabling User Account Control (UAC).............................................................10
Required IIS Settings for Windows 7 and Windows Vista ................................. 11
Batch Installation Prerequisites for Windows Server 2008 ................................13
Batch Installation Prerequisites for Windows XP/Windows Server 2003.......... 14
Remote Data Access (RDA) Components .................................................................17
IntelliTrack Workstation Application..................................................................18
Internet Information Services (IIS) .....................................................................18
Microsoft ActiveSync or Windows Mobile Device Center Software.................18
Microsoft SQL Server.........................................................................................19
RDA Configuration............................................................................................. 20
Automatic IIS Setup............................................................................................ 22
Automatic IIS RDA Setup Options..................................................................... 22
Manual IIS Setup ................................................................................................ 24
PC and Handheld Device Communication................................................................. 27
Installing Microsoft ActiveSync on your Desktop Computer ............................27
Using Mobile Device Center Software ..............................................................29
Applying Firewall Exceptions.................................................................................... 31
CHAPTER 3: Getting Started ..............................................................33
Basic Startup Procedures............................................................................................34
Using the Application................................................................................................. 35
Logging into the Workstation Application .................................................................35
Using the Security Ribbon Options............................................................................ 36
Logging Out ........................................................................................................ 36
Changing your Password .................................................................................... 37
Closing the Application ...................................................................................... 38
Using the Dashboard ..................................................................................................38
Reloading the Dashboard ....................................................................................39
Using the Ribbon........................................................................................................ 39
Transaction Buttons....................................................................................................40
Precautions When Entering Data ............................................................................... 42
Help Ribbon Options.................................................................................................. 43
2287.book Page viii Thursday, July 7, 2011 4:45 PM
- Agreement 2
- Guarantee; 3
- Disclaimer 3
- Limitation Of 4
- Liability 4
- INTELLITRACK INVENTORY V8.1 10
- Table of Contents 11
- About this Documentation 17
- The DMS 8.1 Interface 18
- Action Conventions 20
- Clicking 21
- Choosing a 22
- Query Boxes 23
- Using the 23
- Keyboard 23
- Formatting Conventions 24
- Technical Support 25
- Disabling 29
- User Account 29
- Installation 29
- Portable Device Support 31
- DMS CE Batch Setup 33
- Control (UAC) 36
- Required IIS 37
- Settings for 37
- Windows 7 37
- Prerequisites 39
- Server 2008 39
- “RDA Con 43
- “Batch Installa 44
- Microsoft SQL 45
- Configuration 46
- Accessed February 1, 2010 47
- Automatic IIS 48
- RDA Setup 48
- Manual IIS 50
- Manual IIS RDA Setup Options 51
- Installing 53
- Microsoft 53
- ActiveSync on 53
- Computer 53
- Using Mobile 55
- Device Center 55
- Software 55
- Applying Firewall Exceptions 57
- Getting Started 59
- Basic Startup Procedures 60
- Using the Application 61
- Password 63
- Using the Dashboard 64
- Using the Ribbon 65
- Transaction Buttons 66
- Notepad application 67
- Options form 67
- Help Ribbon Options 69
- Chapter 3 71
- Purging Data 73
- Reaching the Purge Options 74
- Purging All 76
- Lookup Data 78
- System Setup 81
- Setup Form 83
- Entering Company Information 84
- Setting System Options 85
- Setting International Options 87
- Setting Site Options 89
- Setting Security 90
- Activating 91
- Security 91
- Chapter 5 93
- Maintaining System Users 94
- Editing the 96
- User Defined Titles 100
- The User Defined Titles Form 101
- Custom System Setup 103
- “Custom Queries” 104
- Customizing 105
- Customize 107
- Category 109
- Unit of Measure 109
- CHAPTER 6 109
- Introduction 109
- Reaching the 111
- Categories 111
- Adding a 111
- Editing a 112
- Deleting a 112
- “Setting Site Options” on 113
- Adding a Unit 116
- Editing a Unit 117
- Unit of 117
- Initializing the System 119
- Creating Locations 120
- Reaching the Location Form 121
- Changing 122
- Location 122
- Information 122
- Chapter 7 123
- Adding Items 124
- Adding an 125
- Item to the 125
- Database 125
- Picture of the 126
- Establishing 128
- Entering a 130
- Duplicate Item 130
- Deleting an 131
- Item Record 131
- Edit Existing/ 132
- Incomplete 132
- Item Data 132
- Adding Items to Locations 133
- Using IntelliTrack Inventory 135
- Location/ 137
- Item# and 137
- Form Buttons 137
- Item#/Location Form 138
- Quantity, Lot 140
- Expiration 140
- Inventory Item 141
- Item to a 141
- Location/Item# Form 142
- Quantity and 144
- Relocating Inventory 146
- Mass Move Form 147
- Import/Export 149
- Importing Inventory Data 150
- Import File 151
- Type Options 151
- Requirements 151
- NTELLITRACK INVENTORY V8.1 152
- Examples 153
- Structure 154
- Integrity 154
- Importing 155
- Standard 158
- IntelliTrack 158
- Importing the Additional Data 159
- Custom Import 161
- “Exporting Data” on page 314 162
- History, Queries, and Reports 163
- View Inventory 164
- “Setting Sys 165
- “Reports” on page 141) 165
- Inventory 166
- Chapter 10 167
- TABLE 7. List of Queries 167
- View or Print 168
- Previewing 169
- Onscreen 169
- Label Printing 171
- Bar Code Label Feature 172
- Printing Sequential Labels 174
- Creating a New Label Format 175
- Printing Custom Labels 177
- Installing DMS CE Batch 179
- Handheld Device 183
- Opening the 186
- Portable 186
- Application 186
- CE Batch Utility Settings 189
- Preferences Tab 190
- Localization Options 190
- Renaming 192
- Captions in 192
- Chapter 13 193
- Messages in 195
- Renaming a 199
- Caption in the 199
- Batch Utility 199
- Selection in 202
- Message in 205
- Upload Processing Preferences 208
- Sync URL 209
- “Sync URL 210
- Setting” on page 303 210
- Data Upload and Download 213
- Chapter 14 215
- Using the CE 219
- Batch Portable, on page 203 219
- Initiating a 220
- Data Sync 220
- Uploaded 224
- Processing 226
- Process All Records 227
- Return on Each Error 227
- Using the CE Batch Portable 229
- The About 234
- Purging 238
- Collected Data 238
- Chapter 15 239
- CE Batch: Inventory Functions 241
- Counting Physical Inventory 242
- Moving Inventory 243
- CE Batch: Data Search 245
- Overview 246
- Searching for 248
- Locations 248
- Chapter 17 249
- Inventory By 252
- Search by Site and Lot 256
- Searching by Quantity 258
- Transactions 259
- Table 9, “ Batch Portable 260
- Data Structure 261
- Inventory Table 262
- Inventory Table (Continued) 263
- Inventory by Location Table 264
- Bin Location Table 265
- Field Types 266
- Numeric Fields Size Settings 267
- Database Maintenance 269
- Verifying Database Connection 270
- Testing the 271
- Connection 271
- User Manual 272
- Changing the 277
- Database Backup and Restore 282
- Appendix B 285
- “Database 291
- Backup and 299
- Restore 299
- Utilities 299
- Databackup Folder Permissions 301
- Compact Workstation Utility 307
- Manual IIS Setup 309
- “Configuring the Intelli 311
- Setting up IIS 312
- Service 312
- Extension 312
- Setting Up IIS 315
- Appendix D 321
- Configuring 322
- Checking IIS Setup 327
- Appendix E 331
- Microsoft Access Integration 333
- Full Access Import 334
- Import Access Inventory Data 335
- Query Import 336
- Data – Site 336
- Data – Bin 337
- Inventory by 339
- Exporting Data 340
- Custom Reports 340
- Custom Queries 341
- Customizing IntelliTrack 343
- Bar Code Symbology 345
- Sample Reports 347
- History by Date Report 348
- History by Item# Report 349
- Inventory by Category Report 350
- Inventory by Location Report 351
- Inventory Item Detail Report 353
- Inventory Item Summary Report 354
- Inventory w/Pictures Report 355
- Overstock Summary Report 357
- Reconciliation Report 358
- Reorder Report 359
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