Intellitrack Package Track Instrukcja Użytkownika

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 V7.0User ManualxxRDA Setup: Option 2...

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual84Deleting a UserNote: Package Track will not delete a user who is active in the system. A user is cons

Chapter 5Data Entry85Click 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 V7.0User Manual86The Mailrooms list window appears:This window lists all the mailrooms in the application. To add, edi

Chapter 5Data Entry873.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 V7.0User Manual883.Edit the mailroom information, as necessary, and then click OK to save the changes. (Clicking Cance

Chapter 5Data Entry893.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 V7.0User Manual903.Enter a unique Package Track identifier for this carrier in the ID field. (For example, this can be

Chapter 5Data Entry91Deleting 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 V7.0User Manual92Carrier window. Also, because some carriers may use multiple tracking number formats, you may need to

Chapter 5Data Entry93The Tracking Number Formats window contains tracking number formats in bar code form for a carrier. The windows displays:• The t

xiWorking with the Database... 53Viewing or Changing the Database

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual942.In this window you are able to set a parse range of valid characters for the tracking number. The f

Chapter 5Data Entry953.If applicable, enter the new bar code length in the Carrier Bar Code Length field.4. If applicable, enter the new valid charact

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual96Tracking Numbers Help DialogWhen you enter a carrier’s tracking number format, it must follow the cor

Chapter 5Data Entry97LocationsLocations in Package Track are temporary storage locations where the package goes before it is delivered. Bins, mail box

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual98Editing a LocationWhen you edit a location’s record in Package Track, the updates to the record are a

Chapter 5Data Entry993.Click Ye s to delete this location. You are returned to the Locations list window. The location has been deleted from the Locat

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1003.Enter a unique system identifier for the Package Type in the ID field. (For example, enter LgBox f

Chapter 5Data Entry101Click OK to close this window and return to the Package Types list win-dow.To delete a package type:1. Select the Package Type y

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual102

103 CHAPTER 6NotificationsIntroduction 104Setting Up Email Notification Server Settings 105Enabling Email Notification 105Editing the Notification Ema

INTELLITRACK DMS: PACKAGE TRACK V7.0User ManualxiixiiEditing a Carrier...

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual104IntroductionThe Package Track application also includes package notification func-tionality. Email n

Chapter 6Notifications105Setting Up Email Notification Server SettingsEmail notification in Package Track is initiated in the Package Track appli-cati

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual106To enable email notification:1. Click the Enable Notification check box in the Server Settings por-t

Chapter 6Notifications107Editing the Notification EmailThe email notification messages are written and edited from the Edit Noti-fication Email window

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual108Entering Message Text in the Email NotificationWrite your standard email message within the Te xt A

109 CHAPTER 7ReportsIntroduction 110Report Preview, Print, and Export Options 110Reaching the Reports Area 111Package Track Reports 112Viewing the Rep

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual110IntroductionPackage Track reports provide comprehensive information about package delivery at your f

Chapter 7Reports111Format: Click the drop-down arrow and select the export format for the report from the list of file types available. File types sup

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual112Package Track ReportsTable 4, and Tab l e 5 describe the reports found in the application.Reports a

Chapter 7Reports113Viewing the Reports List from the Menu BarClick Reports > View All Reports from the menu bar, and the following window appears.T

xiiiAdding or Modifying a Custom Report... 121Import and Export File Options...

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual114It lists all reports in the application, and allows you to run reports, or change where the report f

Chapter 7Reports115Generating Standard ReportsRefer to the sections that follow for more information about generating a specific standard report in Pa

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual116Choose the report destination in the Report Destination section of this window. It includes the foll

Chapter 7Reports1176.Choose the report destination in the Report Destination section of this window. It includes the following options:Preview: click

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1184.Click the View Report button.The Report Criteria window for this report appears.5. Choose the repo

Chapter 7Reports119included in the drop-down menu. The default selection is your default printer.• Collate: When printing multiple reports, check this

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1201.Click Reports > Custom Reports from the menu bar.-Or-Click Reports in the Navigation Menu of th

Chapter 7Reports121•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 V7.0User Manual122To add a new Custom Report, click the New button in the Custom Reports window. The Custom Report win

Chapter 7Reports1231.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 V7.0User ManualxivxivViewing Delivered Packages ...1

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1244.Click the Open button to return to the Custom Reports window.5. The imported report appears in the

Chapter 7Reports1252.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 V7.0User Manual126

127 CHAPTER 8Package MaintenanceIntroduction 128Performing Package Maintenance 129Selecting a Package 130Finding a Package Record 130Viewing the Pac

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual128IntroductionOnce a package is received into the application (for information about receiving package

Chapter 8Package Maintenance129Performing Package MaintenanceMaintenance tasks such as updating and modifying package information may be done from the

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1302.The right pane displays package information when a package is selected. For more information about

Chapter 8Package Maintenance1312.Select a specific Tracking Number in the left pane of the Package Maintenance window, as shown above. The package inf

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1326.If the recipient has additional packages, the other packages will be listed in the left pane of th

Chapter 8Package Maintenance1338.When you view packages in this way, you are able to sort your package information in the right pane of the window by

xvPackages ... 201Packages Archive...

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual134The Val ue s found in the Package Info column are described below. For information about editing a v

Chapter 8Package Maintenance135•Received By: the Package Track user who received this package into the application. You are able to change the user by

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual136•The Package ID is not editable.• To edit the Tracking No., select the current tracking number, and

Chapter 8Package Maintenance137Search field. A dialog box appears telling you this item has not been found, and then asking you if you want to add thi

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1382.Next, click the Lost button in the Mark As field at the bottom of the window. A dialog box appears

Chapter 8Package Maintenance139The Archive window appears:2. The Archive window contains a Recipients section and a Packages section.In the Recipients

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual140To archive recipients who have not received a package within a desired time frame, click the In opti

Chapter 8Package Maintenance1414.When the process is finished you will receive a message, stating how many recipients and packages have been archived.

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1422.The Restore window appears:3. The window displays the recipients who have been archived.4. To view

Chapter 8Package Maintenance1438. Select Yes to continue.9. The Restore Recipients status bar appears, letting you know the data is being restored.Wh

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manualxvixvi

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual144

145 CHAPTER 9Using the HandheldIntroduction 146Scanning Packages 146Getting Started with the Batch PortableApplication 148Configuring Package Track 15

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual146IntroductionThe Package Track application on the handheld has two main functions: package receipt an

Chapter 9Using the Handheld147•Integrated: Scanner is built into the handheld device. Scanning is gen-erally activated by a button on the handheld dev

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual148Getting Started with the Batch Portable ApplicationOpening Package TrackAfter you install Package Tr

Chapter 9Using the Handheld149Exiting Package TrackTo close Package Track from the login screen, tap the ok button or the Windows CE Close selection (

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual150Configuring Package TrackBefore you begin using Package Track to scan packages for receipt and deliv

Chapter 9Using the Handheld151Establishing the MailroomThe mailroom is the site where the packages are delivered. Make sure that your handheld is set

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual152Viewing Data Recipient and package data sent to the handheld and collected at the hand-held may be v

Chapter 9Using the Handheld153Viewing Delivered PackagesTo view the delivered packages, select View > Packages > Delivered. The View screen appe

1 CHAPTER 1OverviewIntroduction 2Application Requirements 3Additional System Options 3

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual154in the handheld application are listed. The total amount of records appears in the Record Count fiel

Chapter 9Using the Handheld1552.To continue purging the collected data, select Yes . (To cancel the data purge, select No.)Transferring DataInformatio

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual156data configuration parameters and send downloaded data to the Batch Por-table Application, please fo

Chapter 9Using the Handheld157Package ID: to limit package data by package ID, click the drop-down arrow in the Send Packages By field and select Pack

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1588.The data that is sent to the handheld device overwrites the data that is currently in the handheld

Chapter 9Using the Handheld159tion process may be initiated from the handheld device or from the Batch Synchronization Utility.• For more information

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1603.If the handheld application is ready to synchronize data, click OK to close the message box and co

Chapter 9Using the Handheld1615.When the data transfer finishes, the Successful Upload status screen on the handheld closes. All of the changes from t

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual162Transferring Data from the Device via ActiveSync or Windows Mobile Device Center SoftwareAfter you h

Chapter 9Using the Handheld163To transfer data, make sure that your wireless connection to the PC is established. Use the Sync menu options in the han

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual2IntroductionThe IntelliTrack Package Track application integrates with Microsoft ActiveSync software,

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual164Sending Data to the Workstation ApplicationImportant:You must register and activate the Package Trac

Chapter 9Using the Handheld165as set in the Batch Sync Utility until you change them. To change your Sync Configuration settings, you must reset them

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual166•Rapid Receive: consecutively scan multiple packages into the applica-tion; the packages received ar

Chapter 9Using the Handheld167•Rapid Receive: use the rapid receive option to receive multiple pack-ages for a selected recipient at one time.• Edit P

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1683.To receive a package into the system, scan the package for delivery. The tracking number appears i

Chapter 9Using the Handheld169The Tracking No. field is automatically filled in with the scanned tracking number in the Edit Package field.5. Select t

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual170You are returned to the Edit Package screen; the Recipient field has been updated with the selected

Chapter 9Using the Handheld17110.Tap the ok button or the Windows CE Close (X) selection to save the comment and return to the Edit Package screen. (I

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1722.Select Rapid Receive from the menu.3. The Rapid Receive screen appears.By default, the <Unknown

Chapter 9Using the Handheld1735.When you are finished receiving packages for the recipient, you may edit the packages.•To edit a package in the handhe

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

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1743.Click Archive and Maintain Data in the Navigation menu to reach the Archive and Maintain Data area

Chapter 9Using the Handheld1753.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 V7.0User Manual1764.To edit the Recipient for the package, tap the ellipsis button at the Recipient field; the Find Re

Chapter 9Using the Handheld177Add 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 V7.0User Manual178your handheld documentation), and then tap OK or the Windows CE Close (X) selection.6. You are retur

Chapter 9Using the Handheld179The New Recipient screen appears.Enter the information for the new recipient at this screen, including the name, address

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual180When you are finished adding the recipient’s information, tap the ok but-ton or the Windows CE Close

Chapter 9Using the Handheld181The Recipient list appears. All of the recipient records in the handheld application are listed for you reference. The r

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual182Delivering a Package by the Deliver MethodWith the Deliver option, you are able to select and delive

Chapter 9Using the Handheld183Delivering a Package by Scanning the PackageAt the Deliver Packages screen, one method to deliver a package is by scanni

INTELLITRACK DMS: PACKAGE TRACK V7.0User ManualiiSoftware License AgreementTHIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF O

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual4

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1843.Next, tap ok or the Windows CE Close (X) selection to return to the Deliver Packages screen. The S

Chapter 9Using the Handheld185Delivering a Package by Selecting the PackageAt the Deliver Packages screen, you may deliver a package by selecting a re

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1864.Select the package that you want to deliver in the package grid area of the screen. (By default, t

Chapter 9Using the Handheld1877.You are returned to the Deliver Packages screen; the package selected for delivery is highlighted and the Signature ch

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1882.The Deliver options menu appears; select Rapid Deliver from the Deliver options menu.3. The Rapid

Chapter 9Using the Handheld1895.At the Find Recipient screen, tap the Show All button to view the list of recipients. Select a recipient from the list

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual1907.Scan the packages that are being delivered during this rapid deliver ses-sion. As each package is

Chapter 9Using the Handheld1918.To collect a signature for the scanned packages, tap the Signature but-ton. The Signature screen appears. The packages

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual192The Deliver Packages – Rapid Deliver window appears again.If you want to view the Scanned Package sc

Chapter 9Using the Handheld193deliver” session. To deliver more packages via Rapid Deliver repeat steps 1-9.• If this recipient still has undelivered

5 CHAPTER 2InstallationIntroduction 6Setting Up your System 6Batch Portable Application Setup Requirements 7Internet Information Services (IIS) v7.0 R

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual194Rapid Deliver screen or click the Windows CE Close (X) selection to return to the Package Track Main

195 CHAPTER 10Data StructuresPackage Track Data Structures 196

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual196Package Track Data StructuresThe tables that follow show the data structures in Package Track.Barcod

Chapter 10Data Structures197DeletedCarriersColumnsName Type FieldPackageID Integer 4ColumnsName Type SizeCarrierID Long Integer 4CarrierIdentifier Tex

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual198Delivery StatusLocationsColumnsName Type SizeDeliveryStatusID Long Integer 4StatusIdentifier Text 20

Chapter 10Data Structures199MailroomsColumnsName Type SizeMailRoomID Long Integer 4MailRoomIdentifier Text 20MailRoom Text 25Address1 Text 50Address2

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual200Package IDsColumnsName Type SizeLatestPackageID integer 4Sync bit 1PrimaryKey integer 4IndexesName F

Chapter 10Data Structures201PackagesColumnsName Type SizePackageID Long Integer 4TrackingNo Text 60RecipientID Long Integer 4PackageTypeID Long Intege

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual202Packages ArchivePackage TypesColumnsName Type SizePackageID Long Integer 4TrackingNo Text 60Recipien

Chapter 10Data Structures203RecipientsColumnsName Type SizeRecipientID Long Integer 4RecipientIdentifier Text 50FirstName Text 50LastName Text 50RoomN

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual6IntroductionPackage Track installation comprises three main steps. 1. Setting up your system for batch

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual204Recipients ArchiveColumnsName Type SizeRecipientID Long Integer 4RecipientIdentifier Text 50FirstNam

Chapter 10Data Structures205SettingsSignaturesColumnsName Type SizeSettingID Text 15Setting Text 50SettingLong Text 16Table IndexesName FieldPrimaryKe

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual206UsersColumnName Type SizeUserID Long Integer 4UserIdentifier Text 20UserName Text 50Password Text 50

207GlossaryCarrier In Package Track, a carrier represents the organization that delivers packages to your facility.Carrier’s Tracking Num-ber FormatTh

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual208Package Track Worksta-tion ApplicationThe Package Track application that is installed and used on th

Index209IndexAAbout Screenin handheld application 149Addinga package record 136carrier 89carrier tracking number format 92location 97mailroom 86pac

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual210package type 100recipients 77user 84Delivermultiple packages at once 181, 187package 182options 18

Index211data structures 199deleting 88editing 86establishing in handheld 151Mailroomslist of 86, 134Maintenancedata 128Menunavigation 45Menu bar 4

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual212multiple packages at once 166, 171package 167Receive Packageoptions 165Receivinga package 165Recip

Index213setting sync configuration 155via ActiveSync or Mobile Device Center 162via Batch Sync Utility 155via wireless batch 162UUDL file 17Updat

Chapter 2Installation7Batch portable application setup and handheld installation involve Remote Data Access (RDA) setup on your PC, Batch Synchronizat

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual214

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual82.Internet Information Services (IIS): A tool that your handheld device uses to communicate with the d

Chapter 2Installation9your device is a sync center supported device that uses Windows Mobile Device Center software.4. Windows Active Directory Authen

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual10enable the required features BEFORE installing IntelliTrack DMS Package Track and the batch portable

Chapter 2Installation11Turning on the IIS World Wide Web ServicesTo turn on the IIS World Wide Web Services features:1. After you turn on the IIS Web

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual12your Desktop Computer” on page 14 for information on PC-device com-munication.Please be aware of the

Chapter 2Installation13•Make sure the Allow network (Ethernet) and Remote Access Service (RAS) server connection with this desktop computer check box

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 V7.0User Manual14Setting Up a PartnershipConnect your handheld device to your Desktop Computer by means of a cradle, c

Chapter 2Installation15Windows Mobile Device Center software, it will download and install it automatically from the Microsoft website when you place

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual16Installing Package Track on your Desktop ComputerImportant:For complete information on installing Pac

Chapter 2Installation17•Database: The collection of data that is found in the Package Track SQL application. In order to run IntelliTrack Package Trac

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual18table application database use Remote Data Access to communicate with each other. RDA includes severa

Chapter 2Installation19•Domain Name: network domain name that the Batch Portable applica-tion and database will use to communicate with each other. Th

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual20Option 1 Considerations1. Works in both a domain and workgroup network environment.2. Recommended whe

Chapter 2Installation21RDA Setup: Option 2This option uses two computers: the IntelliTrack workstation application, IIS and ActiveSync or Windows Mobi

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual225.Set the Sync URL setting in the Batch Synchronization Utility to: http:/{IIS Computer name}/{virtua

Chapter 2Installation232.You may use SQL Server Authentication or NT Authentication with SQL Server.3. A domain user account is not required.4. Since

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manualivreturn of the price paid or (b) repair or replacement of the SOFTWARE. This guarantee does not apply

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual24Warning:This RDA setup option does not work with MSDE. You must use SQL Server or SQL Express with th

Chapter 2Installation252.Manually configure IIS by:Creating a virtual directory with the physical location pointing to C:\Program Files\Common Files\I

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual265.From the IIS Manager, create a virtual folder called IntelliTrack under the Default Website.6. Conf

Chapter 2Installation276.Enter DMS in the Extension name field.7. Next, click the Add button in the Required files portion of the window. The Open win

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual28Setting Up IIS v7.0 to Allow the DMS Web Service ExtensionIf you are using IIS v7.0 and Windows Vista

Chapter 2Installation29If it exists, double-click to open the Edit ISAPI or CGI Restriction dia-log and make sure that the ISAPI or CGI path is pointi

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual30Add SQL Server Compact Edition and apply the settings outlined above in Step 4.5. Select the top leve

Chapter 2Installation318.The Edit Module Mapping window appears; make sure that these val-ues are set in this window: Request path:*.dll; Module: Isap

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual3211.In the Request Restrictions window, click the Verbs tab to bring this portion to the front. In the

Chapter 2Installation3314.Make sure that the Read, Script, and Execute check boxes are marked.15. In the left pane of the window, right-click on the D

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

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual34Reaching the Batch Synchronization UtilityNote: The Batch Synchronization Utility is reached through

Chapter 2Installation35depends upon your Remote Data Access configuration. For more informa-tion about setting up Remote Data Access for your system,

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual36If this screen does not appear, your batch registration is not set prop-erly. We recommend calling In

Chapter 2Installation372.Click the Installation tab to bring this section of the utility to the front.3. Click the drop-down arrow in the Select an in

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual384.After your device is selected, click the Install button to install the handheld application. A dial

Chapter 2Installation39Package Track CE Client: The Batch Portable application, which is sent to the portable device. .NET Compact Framework: the .NET

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual4010.When you are ready to continue, click the Install button. If you want to exit the setup wizard, cl

Chapter 2Installation41Registration GuidelinesIntelliTrack DMS contains a license service to track your software’s regis-tration and activation status

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual42

43 CHAPTER 3Getting StartedIntroduction 44Opening Package Track 44Moving through Package Track 45Entering Information 47System Options 48The Help Menu

INTELLITRACK DMS: PACKAGE TRACK V7.0User ManualviManual Revision HistoryManual Change (Rev. B, March 2009)DescriptionChapter 4: System Options For upg

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual44IntroductionPackage Track contains two applications: a workstation application and a batch portable a

Chapter 3Getting Started45Moving through Package TrackYou are able to move through the application in two ways:• from a navigation menu• from the menu

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual46Using the Menu BarYou may also navigate within Package Track from the menu bar. The menu bar resides

Chapter 3Getting Started472.From the Configuration menu selections, choose Options; the Options window appears:Entering InformationYou are able to add

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual48System OptionsBefore you enter information, it is a good idea to set your system options. For more in

Chapter 3Getting Started49Exiting Package TrackYou are able to exit the Package Track application on the desktop computer in the following ways:1. Sel

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual50By Email You m ay Login as a registered user to access your account information via the IntelliTrack

51 CHAPTER 4System OptionsIntroduction 52Setting System Options 52Reaching the Options Window 52Working with the Database 53Viewing or Changing the Da

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual52IntroductionBefore you transfer any data between the Package Track Workstation Application and the Pa

Chapter 4System Options53Working with the DatabaseThe database connection is set at database installation. If this location changes, you must update y

viiManual Change (Rev. C, June 2009) DescriptionChapter 2: Installation Updated the Sync URL Setting section to explain new test but-tons: “Sync URL S

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual543.To change the server connection: In the 1. Select to enter a server name field, click the drop-down

Chapter 4System Options55IntelliTrack Utilities for Data File Backup and RestoreWhen you use MSDE, the following data backup and restore procedure is

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual56Databackup Folder PermissionsImportant: The databackup folder in your program directory must have pro

Chapter 4System Options573.Next, select the databackup folder in your IntelliTrack program directory, and then right-click to view the right-click men

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual585.In the databackup Properties window, select the Security tab to bring this portion to the front. If

Chapter 4System Options59will automatically become underlined. (If this name is not correct, ver-ify it again in the Administrative Tools\Services lis

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual6010.Click OK to close the databackup Properties window. Your databackup folder now has the necessary p

Chapter 4System Options61The Security section in the Options window contains the following options:• Show Login on Desktop: Check this box if you want

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual62The Technical Support Data Upload Settings section in the Options win-dow is a technical support tool

Chapter 4System Options631.Certain information from the workstation database is automatically sent to the Batch Portable application database when you

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manualviii

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual642.The tracking number format, carrier, delivery status, location, user, mailroom, package, package ty

Chapter 4System Options65Recipient Name: to limit package data by recipient name, click the drop-down arrow in the Send Packages By field and select R

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual66each data set: tracking number format, carrier, delivery status, location, user, mailroom, package, p

Chapter 4System Options67Uploading Data from the Handheld ApplicationImportant:You must register and activate the Package Track application in order t

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual68that your handheld device is properly connected and ready to synchro-nize data.3. If the handheld app

Chapter 4System Options695.When the data transfer finishes, the Successful Upload status screen on the handheld closes.Wireless Batch OptionPackage Tr

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual70upload via the Batch Sync Utility to make sure that the batch registration files have been sent to th

71 CHAPTER 5Data EntryIntroduction 72Recipients 73Users 82Lookups 84Mailrooms 85Carriers 89Carrier Tracking Number Formats 91Locations 97Package Types

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual72IntroductionPackage Track catalogs package information so that you are able to track the package acti

Chapter 5Data Entry73RecipientsRecipients in Package Track represent the final package destination. Hence, a recipient may be a single person, or a de

ixTable of ContentsSoftware License Agreement... iiLicense...

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual74Note: The Unknown Recipient entry is the default recipient entry for the system.Note: If you import r

Chapter 5Data Entry75Important:Recipients that are added in the handheld application contain a system generated recipient identifier. You may change t

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual76Note: Recipients that are added in the handheld application contain a system generated recipient iden

Chapter 5Data Entry77Deleting 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 V7.0User Manual78is useful if you are importing recipients and want to clear out the current list. To purge your recip

Chapter 5Data Entry79Generating 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 V7.0User Manual803.Next, enter your corresponding recipient information by line, in the same manner, underneath the fi

Chapter 5Data Entry81the file requirements, your recipient information will not import correctly. For more information about file requirements when im

INTELLITRACK DMS: PACKAGE TRACK V7.0User Manual82UsersPackage Track “users” are authorized personnel at your facility who receive and deliver packages

Chapter 5Data Entry833.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