shop-trak 2015 · parameters flags tab. (in syteline: master explorer\shop-trak\shop-trak...

$: Shop-Trak 2015 · Parameters Flags tab. (In SyteLine: Master Explorer\Shop-Trak\Shop-Trak Parameters – Flags tab). Once selected, employees currently using Shop-Trak will be able$
The Lake Companies, Inc. • 2980 Walker Drive, Green Bay, WI 54311 • 920.406.3030 • www.lakeco.com

Shop-Trak 2015 SyteLine 9.00.xx

Installation Manual

Installation Manual

Shop-Trak 2015 for SyteLine 9.00 Installation and Upgrade Instructions

Shop-Trak 2015 Installation and Upgrade Instructions Page 1

The Lake Companies, Inc. Revision A

Table of Contents

1. Installation Overview ............................................................................................................................................. 2

2. Pre-Installation Checklist...................................................................................................................................... 3

3. Installation for SyteLine 9.00 .............................................................................................................................. 5

3.1. Database Installation ................................................................................................................................... 7

3.2. Reporting Services Installer ................................................................................................................... 11

3.3. Web Server Installation ............................................................................................................................ 13

3.4. Client Installation ....................................................................................................................................... 17

3.5. SHOP-TRAK Configuration Manager ................................................................................................... 18

3.6. Using Group Configurations for Multi-Site Logins ......................................................................... 21

3.7. Multiple Database Connections ............................................................................................................. 22

3.8. SHOP-TRAK Web Server Configuration Manager .......................................................................... 23

4. Location of the Shop-Trak Application .......................................................................................................... 27

5. Enter License Key for the Shop-Trak clients. .............................................................................................. 28

5.1. Master Site Licensing ................................................................................................................................ 29

6. Post Installation Checklist .................................................................................................................................. 35

7. Installing a Click Once Client ............................................................................................................................. 38

8. Label Printing – BarTender Barcode Software Installation Requirements .................................... 44

9. Installing the Biometric Scanning Prerequisite ......................................................................................... 44

10. Shop-Trak Mobile Supervisor™ and Fact-Trak Integration................................................................... 45

The instructions below assume that the person installing this software is familiar with installation and configuration of SyteLine. Please read the entire set of instructions before attempting to install or upgrade this product. There is potential that data could be lost if the proper steps are not taken. If you read the instructions and have any questions or require assistance during the installation, please log your issue with InforXtreme Online Support or contact your Infor Channel Partner.

http://www.infor365.com/


Page 2 Shop-Trak 2015 Installation and Upgrade Instructions

Revision A The Lake Companies, Inc.

1. Installation Overview

There are five components to install and configure Shop-Trak 2015 for SyteLine 9.00:

Database

Web Server

Client

Shop-Trak Configuration Manager

Shop-Trak Web Server Configuration Manager

Re-Apply Syteline License to get access to new Shop-Trak forms

Each of the first three components may be installed several times depending on your system configuration. For example, the Client component may need to be installed on each Shop-Trak shop floor workstation, or on each terminal server, depending on your specific SyteLine installation.

After Shop-Trak is installed, the Configuration Manager components are run to configure the database connections and configure the web server for the Shop-Trak Click Once Client.

Important: Perform each step of the installation instructions for new installations, upgrades, or service pack applications.




2. Pre-Installation Checklist

Before you get started, go through the following checklist.

A. .NET Framework version 4.0 or higher, must be installed on the Web Server. From the Control Panel/Add or Remove Programs, verify Microsoft .NET Framework 4.0 or higher, is installed.

B. .NET Framework version 4.0 or higher, must be installed on each Shop-Trak client workstation.

C. Before installing Shop-Trak 2015 for SyteLine 9.00, make sure SyteLine has been completely and successfully installed. You should be able to access the SyteLine database from a client workstation and run reports.

D. Obtain a license for the number of Shop-Trak shop floor clients. The license is requested from The Lake Companies, Inc. Requests can be sent to [email protected] or by calling 920-406-3030. The SQL server name and _app database name(s) will be needed when making this request.

The license will be installed in Step 4 of the installation.

E. The operating system on all the servers (Database, Web Server, Terminal Server) must be Windows 2003 or higher. The operating system on the client workstations must be Windows XP or Windows Vista.

F. The client workstations must have a minimum screen resolution of 1024x768.

G. The client workstations will also require Microsoft Report Viewer. If the client machine does not have this viewer, it will be installed when the Click-Once installation package is run. This viewer is required in order to run the Timesheet display and Job Routing reports on the shop floor. This viewer may also be downloaded from the Microsoft Download center.

H. Be familiar with your SyteLine server configuration. The installation program examines your current SyteLine installation.

I. Before you can access the Shop-Trak administrative screens through SyteLine, you will need to obtain a Shop-Trak administrative license through the web site: Infor365.com. The Shop-Trak administrative license is issued with your SyteLine License. When you are selecting the options for your SyteLine license, the Shop-Trak option needs to be included.

mailto:[email protected]




J. What are the app, forms and object database names for each database on which you are installing Shop-Trak?

K. Do you have a Web Server? How many? What are the Web server names? Shop-Trak’s web server component will need to be installed on each Web Server.

L. How many shop floor workstations will have Shop-Trak installed on them or will you be using the Click Once deploy?

M. What is the password for the user ID sa (SQL system administrator) on each of your database servers?

N. What is the domain administrator user ID (or user with equivalent permissions) and password?

O. Make sure there are no Shop-Trak Shop Floor workstations still executing during the installation. Exit out of Shop-Trak Shop Floor on each workstation. To insure that employees are not using the Shop-Trak Shop Floor, select Locked on the Shop-Trak Parameters Flags tab. (In SyteLine: Master Explorer\Shop-Trak\Shop-Trak Parameters – Flags tab). Once selected, employees currently using Shop-Trak will be able to complete their transactions but no new transactions will be able to be started. If you lock the Shop Floor workstations using this flag, be sure to unlock it after installation.

P. If upgrading, transfer any transactions from the Shop-Trak Edit Transaction screen into the SyteLine Unposted Job Transactions. (Master Explorer\Shop-Trak\Activities\Shop-Trak Transfer Transactions to SyteLine).

Q. If enabled, turn off Shop-Trak background polling by removing the check from the Job Enabled box on the Shop-Trak parameters background tab. (In SyteLine: Master Explorer\Shop-Trak\Shop-Trak Parameters – Background tab).

R. As with all software installations and upgrades, make a backup of your databases before getting started.

You are now ready to install Shop-Trak.




3. Installation for SyteLine 9.00

There are three components to the actual installation of Shop-Trak 2015 for SyteLine 9.00:

Database Server

Web Server

Client

Each of these components may be installed several times depending on your SyteLine configuration. For example, the Client component may need to be installed on each Shop-Trak client workstation or on each terminal server depending on your specific SyteLine installation.

All three components can be selected or run individually from the Web Server.

NOTE: .NET Framework version 4.0 or higher must be installed on the Web Server. If this requirement has not been met, a message will be displayed indicating the .NET framework is the incorrect version and the Shop-Trak Installation will fail.

To begin, run the Shop-Trak Install.exe from the Web Server.




All three components can be run by placing a check mark in each checkbox as illustrated below.

NOTE: If you are running the SyteLine Administrative Client on the server you are installing from, you will need to install the Shop-Trak Client component, otherwise the Client installation component is not needed if utilizing the Click Once deployment option (part of the Web Server Installation component).

Click the Next button.




3.1. Database Installation

The Database Connections form is displayed.

Select the Add Database button to add your App, Forms and Object Database(s) one at a time.

Upgrade or Service Pack Installation: If you are performing an upgrade or applying a service pack, the databases from any previously performed installation will display when this form opens. Select the databases to install on and then choose the Commit button if the information displayed is correct.




Choose the Database Type.

Enter the Server Name, Database Name, User ID, and administrative password for the database Shop-Trak is going to be installed on.

Each time the “Add Database” button is selected, the “Add Connection” form will appear prompting for the Database Type, SQL server name, database name, user ID and password for the database being added.

NOTE: SyteLine 9.00 requires an app, forms, and objects database for each SyteLine configuration.

Select the Test Connection button to validate the connection information:

Select Add when this information is correct.

Add your database names (App, Forms, Objects). You can add multiple sites, pilot and test databases at one time using the Add Button.




The Install check box allows an administrator to select which database(s) to run the installation against for future upgrades.

Server displays the server Shop-Trak will be installed on.

Database displays the database name Shop-Trak will be installed on.

Database Type denotes if the database is an app, forms or objects database.

Update allows the administrator to make any changes to the Get Database Connection Information (Server Name, Database Name, User ID and Password).

Remove allows the administrator to remove any databases no longer needed.

“Select All” button will place a check mark in the install check box for all databases.

“Deselect All” button will remove the check mark in the install check box for all databases.

Click Commit.




The screen will show the Shop-Trak components being loaded. This will take several minutes depending on the number of databases selected in the previous step.

Once the installation is complete, the Database Install Statistics Form will be displayed. This form will indicate if the install completed without errors, and will display the databases Shop-Trak was installed on. If errors were encountered, contact Infor Support or your Channel Partner.

If the installation finished without errors, click Finish.




Next, the Reporting Services Installer will open.

3.2. Reporting Services Installer

The installer will prompt the user to add Shop-Trak Reports to SQL Server Reporting Services using a Web URL or a local directory.

This should be the the same URL and directory specified on the Intranets form in Syteline for the corresponding site.

Add Web Server Folder-Select this option to enter a URL and Folder Location for the reports. The form will prompt for the Report Server URL and the Reports Server Parent Folder as shown below:




Select the Add button to enter the information into the form.

Add Explorer Folder: Select this option to enter the directory location for the SyteLine reports. The form will prompt for the Report Directory as shown below:

Select the Add button to enter the information into the form.

Updated Installer form:

Update Folder: select this option to update the selected record

Remove Folder: select this option to delete the selected record

Select All: select all records

Deselect All: uncheck all selected records

Commit: this will commit the selected records and copy the reports to the location(s) specified. Once completed the following message will display:

Cancel: cancel and close the form to complete the installation.




3.3. Web Server Installation

The next step of the installation is the Web Server component Click Next to accept the path to install the Shop-Trak One Click Deployment.




Upgrade or Service Pack Installation:

If Shop-Trak has been installed previously, you will be prompted to Uninstall the previous version.

Uninstall for Upgrade:

This is the Default Setting. Choose this option if you want the installation to remember the connection settings from previous installations.

Complete Uninstall:

Choose this option to completely remove all Shop-Trak files and connection settings from previous installations.

Service Logon:

Service Logon – enter your domain name\administrator (or user information with equivalent permissions).

Click Uninstall.

Informational Message will display. Run the SyteLine Configuration for Click Once Deployment to incorporate the Shop-Trak icons on the Shop-Trak forms in SyteLine.




Click the Finish button to complete the Web Server Installation.




3.4. Client Installation

After the Client component has completed, the Shop-Trak Configuration Form will open.




3.5. SHOP-TRAK Configuration Manager

The Shop-Trak configuration Manager configures the database connection information for the Shop-Trak Click Once client:




Click Add to create the database connection configuration.

Upgrade or Service Pack Installation: If you are upgrading or applying a service pack, configurations from a previous installation will display.

After Clicking Add, the following form will be displayed:

Check the box labeled Default Connection. If you setup multiple configurations, choose which configuration is the default.




Enter a Connection Name (e.g. SL803).

Enter your SQL server name where the database resides.

Enter the name of the app database where Shop-Trak has been installed.

If you are using Windows authentication, check the box next to Windows Authentication. NOTE: The user name executing the installation will be used for the connection to the database and must have been granted access to this database.

If you are using SQL authentication, leave the box unchecked and enter in the SQL user ID and password that has been granted access to the database.

Click Test Connection. A confirmation message will verify the connection is valid. Click OK to clear the validation message. Then click Add.

Click the Exit Button.

Next, Click Shop-Trak Web Server Configuration Manager to setup the Click Once Client configuration.




3.6. Using Group Configurations for Multi-Site Logins

Shop-Trak has the ability to add group Configurations for multi-site customers. It allows users to log into their appropriate site’s Shop-Trak without having to always use custom Shop-Trak URLs. It will also work with the one-click client install.

Set Up Configurations and Group Configurations

1. An administrator must have performed the Shop-Trak installation.

2. Create Configurations in the Shop-Trak Configuration Manager. Find it at Start | All

Programs | The Lake Companies | Shop-Trak | LCConfigMenu. Select the Shop-Trak

Configuration Manager button. Within the Actions box add Configurations as needed.

3. Select the Groups button and add Group Configurations for your sites. Mark which

Configurations are associated within each Group Configuration. Multiple Configurations in

a Group Configuration will provide users a drop-down list to choose their Configuration.

4. Run the Shop-Trak Web Server Configuration Manager, also found on the Shop-Trak

Configuration Menu.

5. Setup the URL paths that users will need to get to the Shop-Trak application. See below for

URL path information.

6. Send the URL to the client for the appropriate Configuration and/or Group Configuration.

7. Shop-Trak users install Shop-Trak from the URL.

URL Path Information

The URL can be found by right clicking and choosing Properties on the menu item “Shop-Trak” found under Start|All Programs|The Lake Companies. The URL with the added Configuration and/or Group Configuration information will be http://servername/path to Shop-Trak app /LabrTrak.application?configgroup=group&configuration=configuration It is not necessary to use both configuration and configgroup parameters. One is sufficient. These are examples of URL paths. http://SLServer\LabrTrak\LabrTrak.application?configuration=Lincoln http://SLServer\LabrTrak\LabrTrak.application?configgroup=EAST http://SLServer\LabrTrak\LabrTrak.application?configgroup=EAST&configuration=Baltimore

Other Information

Shop-Trak will hold the ConfigGroup name each time a URL runs using the ConfigGroup parameter, so the client will always log into the appropriate site.

http://slserver/LabrTrak/LabrTrak.application?configuration=Lincoln

http://slserver/LabrTrak/LabrTrak.application?configgroup=EAST

http://slserver/LabrTrak/LabrTrak.application?configgroup=EAST




At least one configuration must exist in order to open Shop-Trak.

The top Configuration in the list is the default configuration. To specify a default Configuration, check its Default box when adding or updating it.

Shop-Trak uses the default Configuration if no group exists or if no configuration is specified in the URL.

If multiple configurations exist and the URL contains a Configuration, Shop-Trak uses the Configuration from the URL.

When a Group Configuration exists and it contains one Configuration and the group is in the URL, Shop-Trak uses that Group's one Configuration.

When a Group Configuration exists and it contains multiple configurations and the Group Configuration is in the URL, a form displays for users to choose which Configuration Shop-Trak they would like to use.

When Group Configurations exist containing multiple Configurations and a Group is in the URL and a Configuration is in the URL and that Configuration is part of the URL's group, Shop-Trak uses that Configuration.

When Group Configurations exist and a Group is in the URL and a Configuration is in the URL, but the Configuration is not one of those in the URL's Group Configuration, then Shop-Trak uses the Configuration that is in the URL.

3.7. Multiple Database Connections

Some system configurations require that a single Shop-Trak workstation connect to different SyteLine databases. To accomplish this setup:

Make a shortcut of the Shop-Trak icon.

Add the following parameter to the end of the URL: ?configuration=ConfigurationName

For example: http://sl803/ShopTrak/ShopTrak.application?configuration=demo

This displays the name of the configuration that the Shop-Trak session is connecting to.




3.8. SHOP-TRAK Web Server Configuration Manager

The Shop-Trak Web Server Configuration Manager configures the web server for the Shop-Trak Click Once Client.




Service Logon – enter your domain name\administrator (or user information with equivalent permissions).

Password – enter the administrator password.

Virtual Directory Name – default name is LabrTrak. Leave the default name unless you are supporting multiple versions of Shop-Trak.

Click Once Application Name – default name is Shop-Trak.

Click Once Web Server Address – Enter your base Web Server name. Notice the http address in the gray box below this field, will be updated with your entry.

Click Commit.




Click the Finish button to complete the installation.




From the Start menu, Program Files, Infor, Tools, open the Configuration Manager. Click on the Utilities Tab and Click on the “Discard Cache” button. The Discard Cache Action Log form opens. The Action Result column should say “success”. Close the Discard Cache Action Log form. Then click on “Publish Form Change”. Nothing is displayed after Publishing the form change. Close the Configuration Manager form.




4. Location of the Shop-Trak Application

New Installations:

Once the application has been installed on a workstation the Shop-Trak files will be located in the C:\Program Files (x86)\Infor directory.

From the Start Menu, Shop-Trak will be located under the Infor directory as shown below.

Upgrade or Service Pack Installation: If you are upgrading from a previous version of Shop-Trak the Shop-Trak files will be located in C:\Programs\The Lake Companies\Shop-Trak




5. Enter License Key for the Shop-Trak clients.

NOTE: If you do not have a shop floor license at this point, you may finish the installation and enter the license key later.

Choose Shop-Trak License Manager.

Click on the Apply License button.

Enter the serial number and license key and select Save.




To install the license key after the installation, go to Start/All Programs/The Lake Companies/Shop-Trak/LCConfigMenu/Shop-Trak License Manager.

IMPORTANT: Upgrade or Service Pack Installation:

Before accessing Shop-Trak, stop and restart the Infor Framework IDO Runtime Service to Discard the Cache.

5.1. Master Site Licensing

In order to use the Master Site Licensing method, you must contact The Lake Companies and request a Master Site License. You can call 920-406-3030, or email [email protected] for more assistance with this process.

Multi-Site customers may now request a Master Site License for the Shop-Trak Shop-Floor sessions. This new license type will allow administrators to “Pool” a portion, or all, of the shop floor licenses into one master license database to be shared across multiple sites. The Master Site Licensing method has built in flexibility that allows a minimum number of licenses to be allocated to select sites to assure a set number of licenses will always be available.

When the license is applied and a Master Site License is detected a new form will open to allow administrators to allocate the available licenses

mailto:[email protected]




Use the SHOP-TRAK License Manager to apply a Master Site License. Select the Master Site and choose Apply License. In this example there are 3 Sites: Prod1, Prod2 and Prod3.

Prod1 is selected to be the Master Site.

The License Entry form will open:

Enter the Serial Number and License key obtained from The Lake Companies. When the License Key is read, Shop-Trak will detect if the key is a Master Site License Key or not. If a Master Site Key is detected the following form will display:




This form is used by Administrators to allocate the “Pooled” licenses. In this case there are 21 Shop-Trak licenses to be pooled. The “Demo” database is just that – a Demo, so it has its own dedicated license.

The Prod1 database is hi-lighted in green to indicate that it is a Master Site.

License Quantity Information:

No. of Licenses: this is the total number of licenses that are available to pool. This would typically be equal to the number of licenses purchased, unless some have been dedicated to a site under a separate license.

Fixed: this is equal to the total of the Min. Reservations.

Available to Pool: this is the remainder of the licenses that can be pooled equal to total number of Licenses less the fixed Licenses.

Master Site

License Quantity Information

Updateable fields




Columns:

Pool: Check this box if the site is included in the license pool.

Min Reservations: enter the minimum number of licenses that this site can have. If you want to assure that there are always ‘this many’ licenses available in a site, enter that number here. It is not required that a Min Reservation is entered for a site.

Max Reservations: if a site cannot have more than ‘this many’ licenses, enter that number here. It is not required that a Max Reservation is entered for a site.

If there are no values entered in the Min or Max Reservations – then all of the Available to Pool licenses will be passed out to each site as needed. If one site grabs all 21 – there will be none available for the other sites.

Dedicated: This field is checked to indicate that this configuration has a dedicated license.

The remaining columns are for informational purposes only:

Server: Server Name

Database: Database Name for the Confuration

State: State of the database, Connected or Disconnected

Version: Version of Shop-Trak installed on the database. The version needs to be the same for each database displayed in the list.

Apply License Key Button:

Selecting the “Apply License Key” button will actually put the license key into use. After the license key is applied this message will display:




After the license key is applied this message will display:

View Sessions Button:

Select this button to see current license consumption across all sites.




This form can also be used to remove a licensed session, highlight a row and select the Remove Session button.

Once a licensed has been applied and saved, changes can be made to the allocations by entering in the license key and re-entering the form. It is important to note that saving any changes will remove the license from each session and the employees will need to shut down the Shop-Floor session and restart.




6. Post Installation Checklist

After all the components of Shop-Trak have been installed, perform these quick checks to make sure everything is in place.

A. From a Shop-Trak client workstation: Go to Start/All Programs/The Lake Companies/Shop-Trak/Shop-Trak and launch the Shop-Trak client. This form will appear the first time the client is launched:

Note: for first time installation, the Microsoft Report Viewer will install. See Section 6 for details.

Once the program has finished downloading the following application should be executing:




Go to Help/About in the upper left hand corner. The version that the client is running will be displayed. Make note of this information.




B. From a SyteLine client workstation: Open the Shop-Trak/Parameters form. Along the bottom of the form the Shop-Trak version will be displayed. Does it match the version you found in the previous step? If not, the installation is not complete. The Database version and the Client version need to match.

C. On this form, check some of the transaction types, such as Run, Indirect, Multi-Job or Start Additional. Save and close the form. There should be no errors.

D. Go to Shop-Trak/Files – Open up each of these forms in this branch, test by making a simple change to the form and save. There should be no errors.

E. Open the Shop-Trak Edit Transactions form. Add a new record, for a simple Indirect Transaction and save. There should be no errors.

F. From a Shop-Trak client workstation: Enter in a valid Shop-Trak ID. Choose a transaction type and fill in the applicable information, choose Send. You should be able to start a transaction with no errors.

G. Go back to the Employee field. Fill in the same Shop-Trak ID entered in step F. Choose to Punchout for the Day. Fill in applicable information and send. You should be able to end a transaction/Punchout for the Day with no errors.

H. Back within SyteLine; go to Shop-Trak/Reports. Run the Shop-Trak Time Sheet Display report. Run it for the employee that you used in steps F&G. You should see the one transaction you previously started and ended.

I. Also run the Shop-Trak Time & Attendance Delinquency report and verify this works also. If either report fails, verify that the Infor Framework Task Man service is running and try them again. Verify that SyteLine reports print properly.

J. The Syteline License needs to be re-applied. This will grant license to the new forms added in Shop-Trak 2015.




7. Installing a Click Once Client

From a client workstation, run the URL created by the Web Server Configuration Manager.

The Shop-Trak application will download and install.




First time installation will check to verify that the Microsoft Report Viewer is installed on the workstation.

NOTE: Report Viewer version 2010 is required for Shop-Trak 2015.




Choose Yes to download the Report Viewer.

Choose the Download option.

Choose the Run Option.




Choose the Run Option.

Save the application to the default directory or choose a different location.

Execute the ReportViewer.exe to install the software.

Choose the Next button.




Accept the Licensing terms.

Select Install.




Choose Finish.

Close the Web Browser on the Shop-Trak client.

Shop-Trak is now accessible the Start/Programs menu or the URL ran previously.




8. Label Printing – BarTender Barcode Software Installation Requirements

Note: Refer to the BarTender Barcode software installation documentation for detailed information on how to install the software. To utilize the label printing feature from Shop-Trak the BarTender Barcode software needs to be installed accordingly:

The BarTender Barcode software will need to be installed on each Shop-Trak workstation that will be printing labels.

If Shop-Trak is executing via a terminal server or Citrix server, the BarTender Barcode software will need to be installed on the applicable server.

The BarTender Barcode license database that controls the licenses for the printers needs to be installed on a system that Shop-Trak workstations can talk to. This system can be the database server, utility/web server, or a workstation on the same network. The Shop-Trak workstations need to communicate with the license database in order to obtain a license to print the labels.

9. Installing the Biometric Scanning Prerequisite

The Biometric Scanning Prerequisite will need to be run on each workstation that will be performing the Biometric Registration from the Employee Profile form in Syteline.

The utility can be found on the Infor/Shop-Trak menu after Shop-Trak is installed.

To run the utility, double click on it. Once the Registration is complete, a confirmation message will be displayed.

**Note: this utility was added in Shop-Trak 2013sp01.




10. Shop-Trak Mobile Supervisor™ and Fact-Trak Integration

In order to utilize the analysis links on the Shop-Trak Mobile Supervisor™ form, the Fact-Trak installation and setup needs to be performed in addition to the Shop-Trak installation.

Please refer to the Fact-Trak 2015 Installation Manual for detailed information on how to install the Fact-Trak product.

Please refer to the Fact-Trak 2015 Product Manual for detailed information on how to setup and use the Fact-Trak product.

shop-trak 2015 · parameters flags tab. (in syteline: master explorer\shop-trak\shop-trak...

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