Intellitrack Package Track Manual de usuario

iReasonable measure have been taken to ensure that the information included in this manual is complete and accurate. However, IntelliTrack reserves th

INTELLITRACK DMS: PACKAGE TRACK V8.1User ManualxxAdding a User ...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual86Deleting a UserNote: Package Track will not delete a user who is active in the system. A user is cons

Chapter 5Data Entry87Click the desired lookup button in Lookups section in the Setup area of the Package Track main window.MailroomsA mailroom in Pack

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual88The Mailrooms list window appears:This window lists all the mailrooms in the application. To add, edi

Chapter 5Data Entry893.In the Mailroom field, enter the mailroom name.4. Next, set a unique mailroom identifier in the ID field (the system requires a

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual903.Edit the mailroom information, as necessary, and then click OK to save the changes. (Clicking Cance

Chapter 5Data Entry913.Click Ye s to delete the entry. You are returned to the Mailrooms list window. The entry has been removed from the Mailrooms li

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual923.Enter a unique Package Track identifier for this carrier in the ID field. (For example, this can be

Chapter 5Data Entry93Deleting a CarrierNote: Package Track will not delete a carrier that is active in the system. A carrier is considered active in t

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual94Adding or Editing a Carrier’s Tracking Number FormatWhen you receive packages with the Package Track

Chapter 5Data Entry95The Tracking Number Formats window contains tracking number formats in bar code form for a carrier. The windows displays:• The t

xiViewing the Reports List from the Menu Bar ...117Running a Report From this Window ...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual962.In this window you are able to set a parse range of valid characters for the tracking number. The f

Chapter 5Data Entry972.Click the Edit button in the Tracking Number Format window for that tracking number format. The Edit Tracking Number Format win

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual982.Next, select the Tracking No. Formats button found along the bottom of the window. The Tracking Num

Chapter 5Data Entry99LocationsLocations in Package Track are temporary storage locations where the package goes before it is delivered. Bins, mail box

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual100Click Configuration > Lookup Tables > Locations in the menu bar:The Locations list window appe

Chapter 5Data Entry1013.Make the desired change(s) and then click OK to save the change(s). (Clicking Cancel will cancel any changes.) You are returne

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual102Package TypesPackage types in the Package Track application describe the package. Examples include:

Chapter 5Data Entry1035.Add any relevant comments about the new package type, if desired, in the Comments area.6. Click OK to add the package type. (C

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1041.Select the Package Type you want to delete in the Package Types list window. 2. Next, click the De

105 CHAPTER 6NotificationsIntroductionSetting Up Email Notification Server SettingsEnabling Email NotificationEditing the Notification EmailEntering M

INTELLITRACK DMS: PACKAGE TRACK V8.1User ManualxiixiiConfiguring Package Track...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual106IntroductionThe Package Track application also includes package notification func-tionality. Email n

Chapter 6Notifications107Setting Up Email Notification Server SettingsEmail notification in Package Track is initiated in the Package Track appli-cati

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual108To enable email notification:1. Click the Enable Notification check box in the Server Settings por-t

Chapter 6Notifications1096.To have all email notifications that are sent by Package Track logged to a text file, mark the Log Notifications check box.

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual110•The test email will be sent immediately to the email address entered in this dialog so that you can

Chapter 6Notifications111The Edit Notification Email window is a blank email template from which you are able to write a standardized email notificati

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual112Entering Message Text in the Email NotificationWrite your standard email message within the Te xt Ar

113 CHAPTER 7ReportsIntroductionReport Preview, Print, and Export OptionsReaching the Reports AreaPackage Track ReportsViewing the Reports List from t

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual114IntroductionPackage Track reports provide comprehensive information about package delivery at your f

Chapter 7Reports115Format: Click the drop-down arrow and select the export format for the report from the list of file types available. File types sup

xiiiBarcode Masks (i.e., Carrier Tracking Number Formats)... 202Deleted...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual116Package Track ReportsTable 4, and Ta bl e 5 describe the reports found in the application.Reports av

Chapter 7Reports117Viewing the Reports List from the Menu BarClick Reports > View All Reports from the menu bar, and the following window appears.T

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual118It lists all reports in the application, and allows you to run reports, or change where the report f

Chapter 7Reports119Generating Standard ReportsRefer to the sections that follow for more information about generating a specific standard report in Pa

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual120Choose the report destination in the Report Destination section of this window. It includes the foll

Chapter 7Reports1216.Choose the report output in the Report Destination section of this win-dow from these options:Preview: click the Preview option b

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1224.Click the View Report button.The Report Criteria window for this report appears.5. Choose the repo

Chapter 7Reports123included in the drop-down menu. The default selection is your default printer.• Collate: When printing multiple reports, check this

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1241.Click Reports > Custom Reports from the menu bar.-Or-Click Reports in the Navigation Menu of th

Chapter 7Reports125•Save As: Enter the report name in this field, and then click the Browse button to navigate to the location where you would like to

INTELLITRACK DMS: PACKAGE TRACK V8.1User ManualxivxivOverview ...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual126To add a new Custom Report, click the New button in the Custom Reports window. The Custom Report win

Chapter 7Reports1271.From the Custom Reports window, click the Import button. The Select File to Import window appears.2. Navigate to the desired fol

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1284.Click the Open button to return to the Custom Reports window.5. The imported report appears in the

Chapter 7Reports1292.The Export Reports window appears. Select the report definition you wish to export. Click OK.3. The Export To window appears.4. N

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual130

131 CHAPTER 8Package MaintenanceIntroductionPerforming Package MaintenanceSelecting a PackageFinding a Package RecordViewing the Package ValuesEditi

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual132IntroductionOnce a package is received into the application (for information about receiving package

Chapter 8Package Maintenance133Performing Package MaintenanceMaintenance tasks such as updating and modifying package information may be done from the

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1342.The right pane displays package information when a package is selected. For more information about

Chapter 8Package Maintenance1352.Select a specific Tracking Number in the left pane of the Package Maintenance window, as shown above. The package inf

1 CHAPTER 1OverviewIntroductionApplication RequirementsAdditional System Options

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1366.Package information for the package record is displayed in the right pane of the window.7. If the

Chapter 8Package Maintenance1379.When you view packages in this way, you are able to sort your package information in the right pane of the window by

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual138To view the package information for a package, click on the package tracking number, and the package

Chapter 8Package Maintenance139The Val ue s found in the Package Info column are described below. For information about editing a value, refer to “Edi

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual140•Received By: the Package Track user who received this package into the application. You are able to

Chapter 8Package Maintenance141•The Package ID is not editable.• To edit the Tracking No., select the current tracking number, and re-enter or edit it

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual142When you add a package without scanning it, the Package ID and the tracking number will be the same

Chapter 8Package Maintenance1431.Select the Package that is lost from the List in the left pane of the Package Maintenance window. Information about t

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual144The Archive window appears:2. The Archive window contains a Recipients section and a Packages sectio

Chapter 8Package Maintenance145To archive recipients who have not received a package within a desired time frame, click the In option button. To set t

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2IntroductionThe IntelliTrack Package Track application integrates with Microsoft Sync software, and co

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1464.When the process is finished you will receive a message, stating how many recipients and packages

Chapter 8Package Maintenance1472.The Restore window appears:3. The window displays the recipients who have been archived.4. To view the package count

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1488. Select Yes to continue.9. The Restore Recipients status bar appears, letting you know the data i

149 CHAPTER 9Using the HandheldIntroductionScanning PackagesGetting Started with the Batch Portable ApplicationWorking with the Handheld DataReceiving

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual150IntroductionThe Package Track application on the handheld has two main functions: package receipt an

Chapter 9Using the Handheld151•Integrated: Scanner is built into the handheld device. Scanning is gen-erally activated by a button on the handheld dev

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual152Getting Started with the Batch Portable ApplicationOpening Package TrackAfter you install Package Tr

Chapter 9Using the Handheld153Next, tap the OK button or the Windows CE Close (X) selection to reach the Package Track Main screen.Exiting Package Tra

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual154Viewing the About ScreenThe Package Track batch portable application contains an About screen. The A

Chapter 9Using the Handheld155Establishing the MailroomThe mailroom is the site where the packages are delivered. Make sure that your handheld is set

Chapter 1Overview3Application RequirementsImportant: Application requirements and system options are subject to change without notice. For the most up

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual156Working with the Handheld DataThe Batch Portable application database houses the downloaded data and

Chapter 9Using the Handheld157Viewing Delivered PackagesTo view the delivered packages, select View > Packages > Delivered. The View screen appe

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual158Viewing RecipientsYou are able to view the recipient list in the handheld application by select-ing

Chapter 9Using the Handheld159Manually Purging the Handheld Application DataTo manually purge the handheld application data, please refer to the steps

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual160Transferring Data with the DMS Batch Synchronization UtilityFor initial data transfer, you must use

Chapter 9Using the Handheld161you have enabled password security in the Options form in the work-station application, the Security Enabled check box i

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1625.Click the Send button found in the bottom right corner of the form.6. A dialog box appears telling

Chapter 9Using the Handheld163from either the Batch Sync Utility or the handheld application until you change them.Uploading Data from the Handheld Ap

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1642.Click the Receive Data button to initiate the data upload from the handheld application. A message

Chapter 9Using the Handheld1654.Status screens appear on your handheld device that show the data trans-fer progress.

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual4

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1665.When the data transfer finishes, the Successful Upload status screen on the handheld closes. All o

Chapter 9Using the Handheld167Transferring Data from the Device via the Wireless Batch ConnectionYou are able to transfer data from the device via the

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual168To transfer data, make sure that your wireless connection to the PC is established. Use the Sync men

Chapter 9Using the Handheld169Sending Data to the Workstation ApplicationImportant:You must register and activate the Package Track application in ord

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual170as set in the Batch Sync Utility until you change them. To change your Sync Configuration settings,

Chapter 9Using the Handheld171default recipient or a selected recipient; the package values (carrier, location, package type, and mailroom) are automa

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual172For more information about receiving packages, refer to the sections that follow.Receiving Packages

Chapter 9Using the Handheld173•If you want to add a package without scanning it, leave the scan package field blank and tap the Add button. A dialog a

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual174The Edit Package screen appears; the selected carrier appears in the Carrier field.• If the scanned

Chapter 9Using the Handheld175The Find Recipient screen appears.Tap the Show All button to view the list of recipients; select the pack-age recipient

5 CHAPTER 2CE Batch InstallationIntroductionBatch Installation Prerequisites by Operating SystemRemote Data Access (RDA) ComponentsPC and Handheld Dev

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1766.Tap the drop-down arrow in the Location field and select the location for this package from the li

Chapter 9Using the Handheld17712.When you are finished receiving packages, tap the ok button or the Windows CE Close (X) selection to close the Receiv

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual178From this screen, you are able to search for the recipient from the list of recipients in the handhe

Chapter 9Using the Handheld179in the Package Grid area of the screen. Continue receiving any other packages for this rapid receive session. (If you do

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual180the packages received during the “Rapid Receive” sequence are listed under the recipient to which th

Chapter 9Using the Handheld1813.At this screen you are able to scan a received package and then edit the package’s record at the Edit Package record s

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1824.To edit the Recipient for the package, tap the ellipsis button at the Recipient field; the Find Re

Chapter 9Using the Handheld183Add the recipient information.When you are finished, tap OK or the Windows CE Close (X) selection to return to the Find

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual184your handheld documentation), and then tap OK or the Windows CE Close (X) selection.6. You are retur

Chapter 9Using the Handheld185The New Recipient screen appears.Enter the information for the new recipient at this screen, including the name, address

INTELLITRACK DMS: PACKAGE TRACK V8.1User ManualiiSoftware License AgreementTHIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF O

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual6IntroductionThe IntelliTrack Package Track Batch application is installed on the batch portable device

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual186When you are finished adding the recipient’s information, tap the ok but-ton or the Windows CE Close

Chapter 9Using the Handheld187The Recipient list appears. All of the recipient records in the handheld application are listed for you reference. The r

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual188Delivering a Package by the Deliver MethodWith the Deliver option, you are able to select and delive

Chapter 9Using the Handheld189Delivering a Package by Scanning the PackageAt the Deliver Packages screen, one method to deliver a package is by scanni

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1903.Next, tap ok or the Windows CE Close (X) selection to return to the Deliver Packages screen. The S

Chapter 9Using the Handheld191Delivering a Package by Selecting the PackageAt the Deliver Packages screen, you may deliver a package by selecting a re

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1924.Select the package that you want to deliver in the package grid area of the screen. (By default, t

Chapter 9Using the Handheld1937.You are returned to the Deliver Packages screen; the package selected for delivery is highlighted and the Signature ch

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1942.The Deliver options menu appears; select Rapid Deliver from the Deliver options menu.3. The Rapid

Chapter 9Using the Handheld1955.At the Find Recipient screen, tap the Show All button to view the list of recipients. Select a recipient from the list

Chapter 2CE Batch Installation7•Windows XP/Windows Server 2003: “Batch Installation Prerequisites for Windows XP/Windows Server 2003” on page 12• Wind

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1967.Scan the packages that are being delivered during this rapid deliver ses-sion. As each package is

Chapter 9Using the Handheld1978.To collect a signature for the scanned packages, tap the Signature but-ton. The Signature screen appears. The packages

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual198The Deliver Packages – Rapid Deliver window appears again.If you want to view the Scanned Package sc

Chapter 9Using the Handheld199deliver” session. To deliver more packages via Rapid Deliver repeat steps 1-9.• If this recipient still has undelivered

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual200Deliver screen or tap the Windows CE Close (X) selection to return to the Package Track Main screen.

201Appendix AData StructuresPackage Track Data Structures

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual202Package Track Data StructuresThe tables that follow show the data structures in Package Track.Barcod

Appendix AData Structures203DeletedCarriersColumnsName Type FieldPackageID Integer 4ColumnsName Type SizeCarrierID Long Integer 4CarrierIdentifier Tex

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual204Delivery StatusLocationsColumnsName Type SizeDeliveryStatusID Long Integer 4StatusIdentifier Text 20

Appendix AData Structures205MailroomsColumnsName Type SizeMailRoomID Long Integer 4MailRoomIdentifier Text 20MailRoom Text 25Address1 Text 50Address2

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual88.Determine the IntelliTrack Device Installation that you will use for installing the IntelliTrack DMS

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual206Package IDsColumnsName Type SizeLatestPackageID integer 4Sync bit 1PrimaryKey integer 4IndexesName F

Appendix AData Structures207PackagesColumnsName Type SizePackageID Long Integer 4TrackingNo Text 60RecipientID Long Integer 4PackageTypeID Long Intege

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual208Packages ArchivePackage TypesColumnsName Type SizePackageID Long Integer 4TrackingNo Text 60Recipien

Appendix AData Structures209RecipientsColumnsName Type SizeRecipientID Long Integer 4RecipientIdentifier Text 50FirstName Text 50LastName Text 50RoomN

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual210Recipients ArchiveColumnsName Type SizeRecipientID Long Integer 4RecipientIdentifier Text 50FirstNam

Appendix AData Structures211SettingsSignaturesColumnsName Type SizeSettingID Text 15Setting Text 50SettingLong Text 16Table IndexesName FieldPrimaryKe

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual212UsersColumnName Type SizeUserID Long Integer 4UserIdentifier Text 20UserName Text 50Password Text 50

213Appendix BDatabase MaintenanceVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationTesting the Database Connection via the

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual214Verifying Database ConnectionYour IntelliTrack application contains a database that stores your data

Appendix BDatabase Maintenance215that it must be a strong password. A strong password meets the following requirements:1. Can’t contain the account n

Chapter 2CE Batch Installation9DMS CE Batch, please refer to the instructions that follow in these sec-tions: “Turning On IIS” on page 9; “Turning on

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual216The screen example below shows the DATA.UDL file in the Check In-Out folder on a 32-bit system.TABLE

Appendix BDatabase Maintenance217Database Connection Test ExampleYou are able to easily test your IntelliTrack application’s database connec-tion by

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2184.To test the server and database connection for Check In-Out, select the Test Connection button in

Appendix BDatabase Maintenance2196.If the test connection fails, it is usually because the database cannot be located or the server name or logon inf

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2203.It contains the server name, authentication, and database name of your IntelliTrack database. If a

Appendix BDatabase Maintenance221Changing the Application Database ConnectionThe application database connection is set at application installation.

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2223.The server is found in the 1. Select to enter a server name field. (This is the SQL Server that ru

Appendix BDatabase Maintenance223example for Check In-Out: DATACHE80, and then browsing or enter-ing the database name including the full path to it

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2242.In the Database portion of the Options window, click the Change Database button. The Data Link Pro

Appendix BDatabase Maintenance225then browsing or entering the data file name, including the full path (example for 32-bit systems: C:\Program Files\

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual104.Mark the check box next to the IIS Management Console selection to turn on this feature.Turning on

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual226•Select the radio button next to the Use Windows NT Integrated security option if you are using NT A

Appendix BDatabase Maintenance227Database MaintenanceWe recommend backing up the database every day. Use SQL Server or an IntelliTrack Utility to bac

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2283.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pan

Appendix BDatabase Maintenance2295.In the right-click menu, select Ta sks > Back Up.6. The Back Up Database dialog appears. The General page is d

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2307.In the Back Up Database window, accept all the default settings in the Source and Backup set porti

Appendix BDatabase Maintenance2319.The Destination area of the window is cleared.10. Next, select where you want the backup to go. Click the Add butt

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual23213.Click OK to close this window. You are returned to the Select Backup Destination window. The data

Appendix BDatabase Maintenance23314.In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual23416.In the Options portion of the Back Up Database window, in the Over-write Media portion to the rig

Appendix BDatabase Maintenance23518.The database is backed up. (Note the default location of your database backup file; it is found in the Destinatio

Chapter 2CE Batch Installation11Batch Installation Prerequisites for Windows Server 2008If you are using Windows Server 2008, follow these basic steps

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2363.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pan

Appendix BDatabase Maintenance2374.Select the IntelliTrack database that you want to restore and then right-click it. The right-click menu appears.5.

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2386.The Restore Database window appears. It automatically selects the Destination and Source to restor

Appendix BDatabase Maintenance2399.The Specify Backup dialog appears. Click the Add button in the Spec-ify Backup dialog.10. The Locate Backup File w

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual24012.Click Ok to close the Specify Backup window. You are returned to the Restore Database window. Thi

Appendix BDatabase Maintenance24114.In the Select Page portion of the Restore Database window select the Options selection to view the Options portio

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual24216.If restoring a backup to the same database that the backup file came from, the Restore As “destin

Appendix BDatabase Maintenance24318.When the database is successfully restored, the following message appears onscreen.19. Click OK to close the mess

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2442.These utilities are found in your program folder:• For 32-bit systems:For 64-bit systems:TABLE 9.

Appendix BDatabase Maintenance2453.To create a backup, double-click the backup utility file backup.bat. A backup file of the database called backup.d

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual1210.Make sure that User Account Control (UAC) is disabled. Please see “Disabling User Account Control

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual246From the Administrative Tools, select Services to reach the Services list.2. In the list of Services

Appendix BDatabase Maintenance2474.Select Properties from the right-click menu. The databackup Proper-ties window appears.5. In the databackup Proper

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2486.Click the Add button in order add the name of the network service account that SQL Server uses. Th

Appendix BDatabase Maintenance2498.Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual25010.Click OK to close the databackup Properties window. Your databackup folder now has the necessary

251Appendix CManual IIS SetupOverviewAdditional IIS Setup RequirementsManually Configuring IIS on Windows XP/WindowsServer 2003 Operating SystemsSetti

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual252OverviewThe additional IIS setup information listed in this section pertains to the Manual IIS RDA s

Appendix CManual IIS Setup253•If you use a manual RDA setup option with Windows 7/Windows Vista/Windows Server 2008, you must configure the IntelliTra

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual254Setting up IIS v6.0 to Allow the DMS Web Service ExtensionIf you are using IIS v6.0 and Windows Serv

Appendix CManual IIS Setup2556.Enter DMS in the Extension name field.7. Next, click the Add button in the Required files portion of the window. The Op

Chapter 2CE Batch Installation13Setting up IIS v6.0 to Allow the DMS Web Service ExtensionIf you are using IIS v6.0 and Windows Server 2003, you must

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual25611.After you enable the web service extensions for IntelliTrack DMS, make sure the web service exten

Appendix CManual IIS Setup2575.From the IIS Manager, create a virtual folder called IntelliTrack under the Default Website.6. Configure the IntelliTra

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual258If it exists, double-click to open the Edit ISAPI or CGI Restriction dia-log and make sure that the

Appendix CManual IIS Setup259Add SQL Server Compact Edition and apply the settings outlined above in step 4.5. Select the top level node (with the com

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2608.To set the executable path, click the browse button (...) in the Execut-able (optional) field. The

Appendix CManual IIS Setup26110.In the Add/Edit Module Mappings window, click the Request Restric-tions... button.11. The Request Restrictions window

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual26213.In the Request Restrictions window, click the Access tab to bring this portion of the form to the

Appendix CManual IIS Setup263For Windows Server 2008, when the ISAPI-dll mapping are complete, set the feature permissions. Click Edit Feature Permiss

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual264Configuring the IntelliTrack Application PoolThis section applies to the Windows Vista, Windows 7, a

Appendix CManual IIS Setup265•In Windows Server 2008, go to Start > Administrative Tools > IIS Manager.2. From the Internet Information Services

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual146.Enter DMS in the Extension name field.7. Next, click the Add button in the Required files portion o

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual2664.Once the IntelliTrack Application Pool is selected, right-click to view the right-click menu.5. At

Appendix CManual IIS Setup2677.Select the drop-down arrow in the Load User Profile field and select True from the list that appears to set this settin

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual26811.Next, select Restart in the Application Pool Tasks portion of the Actions navigation pane to rest

269Appendix DChecking IIS SetupOverviewReaching the Batch Synchronization UtilitySync URL Setting

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual270OverviewAfter you have installed the IntelliTrack workstation application and con-figured IIS (depen

Appendix DChecking IIS Setup271Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setting is the network

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual272The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the netw

Appendix DChecking IIS Setup273Vista/Windows 7/Windows Server 2008 Operating Systems” on page 256.3. Verify that the Sync URL setting matches the netw

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual274

275GlossaryCarrier In Package Track, a carrier represents the organization that delivers packages to your facility.Carrier’s Tracking Num-ber FormatTh

Chapter 2CE Batch Installation1511.After you enable the web service extensions for IntelliTrack DMS, make sure the web service extension for asp.net 2

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual276Package Track Worksta-tion ApplicationThe Package Track application that is installed and used on th

Index277IndexAAbout Screenin handheld application 154Application requirements 3Archive, packagesdata structures 208Archive, recipientsdata structures

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual278default name 214name 225restorevia SQL Server Management Studio 235Database Backup 227Delivermultipl

Index279Log Inhandheld application 152Log Outof handheld application 153Lookups 86MMailroom 87add 88data structures 205delete 90edit 88establishing in

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual280for backup/restore utilities 245Purgeoption setting 155Purgingrecipients 79Purging Datain handheld a

Index281Softwarelicense agreement vSQL Serverdatabase backup 227logon information 214password requirements 214SQL Server Management Studiodatabase bac

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual282

iiivided by ITI, and (ii) you may not impair or misrepresent to end-users the functionality of the customized SOFTWARE;(3) install the SOFTWARE on as

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual16IntelliTrack Workstation ApplicationThe IntelliTrack workstation application is used to input system

Chapter 2CE Batch Installation17where the portables will be connected and it must be configured to allow the portable to gain access to the network. B

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual18tion that is stored in the local SQL Server CE database table is transferred to the main IntelliTrack

Chapter 2CE Batch Installation192.Manual IIS Setup: cannot use the IntelliTrack Create IIS Dependen-cies Utility to configure IIS for the IntelliTrack

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual20C:\Program Files\Common Files\IntelliTrack\IIS or for 64-bit systems, C:\Program Files(x86)\Common Fi

Chapter 2CE Batch Installation21•Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility may be used to configure II

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual22•The installer must have administrative privileges on the computer.• This setup option may use SQL Se

Chapter 2CE Batch Installation23RDA Configuration for Manual IIS SetupWhen IIS and SQL Server do not reside on the same computer in your setup, the In

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual24the workstation application are installed on a remote computer, SQL Server is installed on another re

Chapter 2CE Batch Installation25PC and Handheld Device CommunicationDepending on your operating system, you will use either Microsoft Active-Sync or W

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manualivreturn of the price paid or (b) repair or replacement of the SOFTWARE. This guarantee does not apply

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual26In the Microsoft ActiveSync application, click File > Connection Set-tings. The Connection Setting

Chapter 2CE Batch Installation27handheld according to the instructions that came with your handheld device. If a partnership is already established be

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual28To install the Desktop Features Experience, go to the computer’s Control Panel > Programs and Feat

Chapter 2CE Batch Installation29This section applies to computers that use an installed firewall or the Win-dows firewall. In order for IntelliTrack b

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual30Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setti

Chapter 2CE Batch Installation31The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path to the re

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual32Vista/Windows 7/Windows Server 2008 Operating Systems” on page 256.3. Verify that the Sync URL settin

Chapter 2CE Batch Installation33device is supported by IntelliTrack. If you are unable to locate your device at the Hardware Support Matrix, your devi

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual34Retrieving your Device Installer from the Hardware Support MatrixTo download your device installer fr

Chapter 2CE Batch Installation35Installing Package Track on the Handheld DeviceBefore you can begin transferring Package Track data from your handheld

vGovernment Restricted Rights Legend; International UseUse, duplication or disclosure by the United States Government is subject to restrictions of Re

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual365.The Choose Components window appears. The handheld application contains four components: Package Tr

Chapter 2CE Batch Installation378.When you are ready to continue, click the Install button. If you want to exit the setup wizard, click the Cancel but

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual382.The available programs appear. Next, tap the Batch Portable Applica-tion icon to open the handheld

Chapter 2CE Batch Installation395.You must set a unique Package Track handheld identifier for this handheld before continuing. The handheld identifier

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual40Registration GuidelinesIntelliTrack DMS contains a license service to track your software’s regis-tra

41 CHAPTER 3Getting StartedIntroductionOpening Package TrackMoving through Package TrackEntering InformationSystem OptionsThe Help MenuExiting Package

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual42IntroductionPackage Track contains two applications: a workstation application and a batch portable a

Chapter 3Getting Started43Moving through Package TrackYou are able to move through the application in two ways:• from a navigation menu• from the menu

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual44Using the Menu BarYou may also navigate within Package Track from the menu bar. The menu bar resides

Chapter 3Getting Started452.From the Configuration menu selections, choose Options; the Options window appears:Entering InformationYou are able to add

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manualvi

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual46The Help MenuThe Package Track Help Menu provides you with application resources. Options include onl

Chapter 3Getting Started47Note: It is a good idea to close the Package Track application before shutting down your computer.Technical SupportIntelliTr

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual48Technical Support Setting in Package TrackThe Package Track application contains a technical support

49 CHAPTER 4System OptionsIntroductionVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationTesting the Database Connection vi

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual50IntroductionBefore you transfer any data between the Package Track Workstation Application and the Pa

Chapter 4System Options51Strong Password RequirementsThe default IntelliTrack password for SQL 2008 login is Intelli-Track#2008. It is a strong passwo

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual52To test the Package Track database connection by using the DATA.UDL file, refer to the steps that fol

Chapter 4System Options533.The Data Link Properties screen appears. The Data Link Properties screen shows the database information that is currently s

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual544.To test the server and database connection for Package Track, select the Test Connection button in

Chapter 4System Options555.If the database is properly setup and connected to Package Track, the following message appears: Test Connection Succeeded.

viiTable of ContentsSoftware License Agreement... iiLicense...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual56mation to the database is entered incorrectly. We suggest that you con-tact your network administrato

Chapter 4System Options573.It contains the server name, authentication, and database name of your IntelliTrack database. If all necessary information

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual58Database Backup and RestoreYour Package Track application is a client server system using SQL Express

Chapter 4System Options59Viewing or Changing the Database Connection SettingThe Data Link Properties form is reached from the Options window.1. Click

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual603.To change the server connection: In the 1. Select to enter a server name field, click the drop-down

Chapter 4System Options61C:\Program Files(x86)\Microsoft SQL Server\MSSQL\Data\PTSQL.MDF.7. Click OK to close the form and attach the database to the

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual62The Security section in the Options window contains the following options:• Show Login on Desktop: Ch

Chapter 4System Options63Transferring DataYou will want to Synchronize your data at regular intervals, especially after you start using Package Track

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual643.If password security is enabled in the workstation application, you may send password security to t

Chapter 4System Options652.The tracking number format, carrier, delivery status, location, user, mailroom, package, package type, recipient, signature

INTELLITRACK DMS: PACKAGE TRACK V8.1User ManualviiiviiiAutomatic IIS Setup...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual66Recipient Name: to limit package data by recipient name, click the drop-down arrow in the Send Packag

Chapter 4System Options67each data set: tracking number format, carrier, delivery status, location, user, mailroom, package, package type, recipient,

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual682.Click the Receive Data button to initiate the data upload from the handheld application. A message

Chapter 4System Options694.Status screens appear on your handheld device that show the data trans-fer progress.

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual705.When the data transfer finishes, the Successful Upload status screen on the handheld closes.Wireles

Chapter 4System Options716.After the device is connected to the wireless network, check the Intelli-Track DMS Sync URL setting on the device. It needs

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual72

73 CHAPTER 5Data EntryIntroductionRecipientsUsersLookupsMailroomsCarriersLocationsPackage Types

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual74IntroductionPackage Track catalogs package information so that you are able to track the package acti

Chapter 5Data Entry75RecipientsRecipients in Package Track represent the final package destination. Hence, a recipient may be a single person, or a de

ixReseller Technical Support... 47Technical Support...

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual76Note: The Unknown Recipient entry is the default recipient entry for the system.Note: If you import r

Chapter 5Data Entry77Important:Recipients that are added in the handheld application contain a system generated recipient identifier. You may change t

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual78Note: Recipients that are added in the handheld application contain a system generated recipient iden

Chapter 5Data Entry79Deleting a RecipientNote: Package Track will not allow you to delete a recipient who is active in the system. A recipient is acti

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual80is useful if you are importing recipients and want to clear out the current list. To purge your recip

Chapter 5Data Entry81Generating a Text FileNote: The text file must be comma delimited.To generate your text file, follow these steps:1. Create the he

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual823.Next, enter your corresponding recipient information by line, in the same manner, underneath the fi

Chapter 5Data Entry83the file requirements, your recipient information will not import correctly. For more information about file requirements when im

INTELLITRACK DMS: PACKAGE TRACK V8.1User Manual84UsersPackage Track “users” are authorized personnel at your facility who receive and deliver packages

Chapter 5Data Entry853.Enter the user’s first name in the First Name field.4. Enter the user’s last name in the Last Name field.5. Next, enter a uniqu