SalesPad for Dynamics
™GP
DataCollection Installation & Setup
A software product created by SalesPad Solutions, LLC Copyright 2004-2011 www.salespad.net
Contact Information
SalesPad Solutions, LLC.
3200 Eagle Park Drive, Suite 100 Grand Rapids, MI 49525
Phone: 616-245-1221
REV080113 | DATACOLLECTION INSTALLATION & SETUP | 2 | WWW.SALESPAD.NET
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 ... 11
DataCollection Web Services Configuration ... 13
Modifying the Database Connection String ... 13
**To create multiple database links in DC Mobile: ... 16
Web Service Logging ... 17
Configuring IIS to Run 32-bit Applications on 64-bit Windows (IIS 6.0) ... 18
.NET CF Installation ... 18
DataCollection Mobile Installation ... 20
DataCollection Mobile Configuration ... 23
DataCollection Desktop Installation ... 24
DataCollection Console Installation ... 25
DataCollection Console and DataCollection Desktop Activation and Configuration .. 27
License Activation ... 27
Create a Database Connection ... 28
Login Screen ... 29
Database Update ... 30
Setting up Security in DC Console ... 32
Removing DataCollection Mobile ... 34
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 greaterNote: 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
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
REV080113 | DATACOLLECTION INSTALLATION & SETUP | 6 | WWW.SALESPAD.NET
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
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
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.
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
4. Click the Next button to continue
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:
The service screen will load, displaying the web methods accessible in the web service:
2. Click on the Authenticate link
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)
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
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
**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
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”
Configuring IIS to Run 32-bit Applications on 64-bit Windows (IIS 6.0)
(From microsoft.com) Windows Server 2003TM, 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 Windows1. 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:
http://www.salespad.net/public/DC/NETCFv35.wm.armv4i.cab
The following table from Microsoft details which version of the .NET Compact Framework is embedded with which OS:
Platform .NET Compact Framework version
Windows Mobile 2003 for Pocket PC
1.0 SP2 Windows Mobile 2003 for
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
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
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
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
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.
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
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
4. Install the program to the default (or desired) folder
5. Follow the instructions until the application has been installed
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
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:
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
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
3. When the Database Analysis is complete, click the check box next to “Yes, Apply these updates.” and click the Next button
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:
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
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
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
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