Chapter 2: dms ce batch setup, Chapter 3: getting started – IntelliTrack Inventory Management User Manual

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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

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