DataCollection Configuration

Overview

SalesPad DataCollection increases accuracy and control in your warehouse inventory operations. DataCollection Mobile is designed to work with DataCollection Extended Warehouse Module to advance the level of control you have over your warehouse inventory.

Hardware & Software Requirements

Server

Server Hardware Requirements

• Operating System – Windows Server 2008 (or later)
• Processor – Intel® Core™2 Duo (or better)
• Memory – 8 GB of RAM recommended; Minimum 4 GB of RAM required

Server Software Requirements

• Microsoft Dynamics® (GP2010, GP2013, 2013 R2, GP2015, GP2016, GP2016 R2, GP2018, GP2018 R2, Dynamics GP October 2019 Release)
  • For information on minimum required builds for each version of GP, please visit this documentation.
• .NET Framework 4.0 (or later)
• Microsoft Internet Information Services (IIS) 7.0 or later
  • IIS hosting is recommended in environments with a large number of handhelds (for performance reasons) but is not required
• Microsoft Windows Server 2008, Server 2008 R2, Server 2012, Server 2012 R2

DataCollection iOS

Only iOS 8 devices (or newer) are supported.

Recommended Handheld Models

• Infinite Peripherals
  • Infinea X
  • Infinea Omni
  • Infinea Tab 2
  • Infinea Tab 4
  • Infinea Tab M
  • Infinea mPOS Flat
  • Infinea mPOS
  • Infinea BluePad
  • Linea Pro 4
  • Linea Pro 5
  • Linea Pro 6
  • Linea Pro 7
  • Linea Pro 7i
• HHP/Honeywell
  • Captuvo Sled SL22
  • Captuvo Sled SL42
  • Captuvo Sled SL62

_{Note: The handheld must be able to establish and maintain a wireless connection to the network before installing and using DataCollection Mobile client. Please contact SalesPad to verify the compatibility of other handhelds}

DataCollection Android

Only Android 8.1 (or newer) devices are supported

Device must have access to the Google Playstore to navigate to: SalesPad DataCollection

Recommended Handheld Models

• Zebra
  • ET51 Android
  • ET56 Android
  • MC3300 Android
  • MC9300 Android
  • PS20 Android
  • TC20 Android
  • TC25 Android
  • TC51 Android
  • TC52 Android
  • TC56 Android
  • TC57 Android
  • TC70X Android
  • TC72 Android
  • TC75X Android
  • TC77 Android
  • TC8300 Android
  • L10 XPAD

DataCollection Android also supports DataWedge scanning. For information on how to configure DataWedge scanning with DataCollection Android Click Here.

_{Note: The handheld must be able to establish and maintain a wireless connection to the network before installing and using DataCollection Mobile client. Please contact SalesPad to verify the compatibility of other handhelds}

To reference Zebra's current list of compatible models, visit their developer page.

DataCollection Windows Mobile

As of 2020, Windows Mobile will no longer be supported by Microsoft

Mobile Hardware Requirements

• Processor – Intel X-Scale® processor (or equivalent)
• Memory – Minimum 64 MB of RAM required

Mobile Software Requirements

• Operating System
  • Supported
    • Microsoft Windows Mobile 5.0, 6.0, 6.1, 6.5
    • Microsoft Windows Embedded Handheld 6.5
  • Not supported
    • Any version of Windows CE or its derivatives
• .NET Compact Framework
  • .NET Compact Framework 3.5
  • .NET Compact Framework Messages 3.5 (for error reporting purposes)
• Barcode Reader Utility
  • Motorola devices require DataWedge, and Honeywell devices require ScanWedge. DataWedge and ScanWedge are mobile applications (developed by Motorola and Honeywell, respectively) to operate the scanning engine on handheld devices. Normally these applications are factory installed. If they are not installed on your device, please contact the manufacturer to obtain a copy of the software, or download it from their website.
  • Zebra Technologies has acquired Motorola's handheld division. You can download the DataWedge software from Motorola's site for free, but you may have to have a Zebra Service Plan in order to download it for your scanner.

Recommended Handheld Models

• Motorola
  • MC55
  • MC70
  • MC75
  • MC3000
  • MC9190-G
  • MC9090*
  • MC9090-G*
• Psion
  • Workabout Pro
• Honeywell
  • Dolphin 99EX
  • Honeywell Black 70e model
  • Dolphin 9690*
  • Dolphin 9950*
  • Dolphin 9951*
• Intermec
  • CK3
  • CK3X
  • CK3R
  • CK70
  • CK71
  • Intermec 700C Series*

* Discontinued by the manufacturer

_{Note: The handheld must be able to establish and maintain a wireless connection to the network before installing and using DataCollection Mobile client. Please contact SalesPad to verify the compatibility of other handhelds}

Discontinued Handheld Models

SalesPad recommends using handheld models that are actively supported by the manufacturer. That being said, DataCollection will still work with discontinued handheld models as long as the hardware and software requirements outlined above are met.

DataCollection Console

Console Hardware Requirements

• Processor – Intel® Core™ i3-3xxx  (or equivalent)
• Disk Drive – Minimum 500 MB free disk space to store program executables and data
• Memory – 4 GB of RAM recommended; Minimum 2 GB of RAM required
• Display – 1024x768 is the minimum resolution that DC supports, preferably with a widescreen monitor
• Network Adapter – DC requires a network connection to connect to the server running Dynamics GP

We no longer support devices running Windows CE. The devices must be upgraded to run on Windows Mobile.

DataCollection Installation

To install the DataCollection Console follow the steps below:

1. Find the DataCollection Console installer file and double-click it.
2. The installation wizard appears. Click Next.
3. Read the End User License Agreement (EULA) and click the I Agree button to continue.
4. Install the program to the default (or desired) folder.
   
5. Follow the instructions until the application has been installed.
6. Click Finish when the Setup Wizard has completed.

Create a Database Connection

To create a connection to your GP database follow the steps below:

1. On the DataCollection Console Login screen, click the ellipsis (...) button in the Connect To field. The Connection Editor window appears.
   
2. Specify a Connection Name.
3. Enter the Server Name or IP address. This is the server hosting the GP database and the Database used for this connection.
4. Choose an Authentication Method and enter the credentials.
   User ID: User ID used to access the SQL server
   Password: Password used to access the SQL server
5. Click OK to save the connection and return to the Login screen.

Log in to DataCollection

You may click on the + button to the right of the Connect To combo box to create additional connections. The - button deletes connections. The ellipsis (…) button allows you to edit an existing connection.

All connections appear as options under the Connect To combo box.

1. Select a connection from the list.
2. Enter User ID and Password and click the Login button.

Database Update

You may be asked to install a Database Update. To do so, please follow the steps below:

1. Enter the SQL Server administrator user and password.
2. After ensuring a database backup is in place, click the I have made a database backup option.
3. Click the Login button.
   
4. The Database Update will begin analyzing database differences. This analysis may take a few minutes.
5. When the Database Analysis is complete, click the Login button.

Setting up Security in DataCollection

DataCollection Console provides a security editor to set up and manage security groups. Security groups determine which modules and features are available to users when they log in to DataCollection. If you have used the Security Editor in SalesPad, you will be familiar with the Security Editor in DataCollection Console.

To access the Security Editor in DC Console, follow the steps below:

1. Log in to DC Console with administrator privileges. The 'sa' user is automatically set up by default on new installations. You may use the 'sa' user to start setting up users and groups and change the groups to fit your needs.
2. Open the Administrative dropdown, then click the Security Editor icon.
   
3. Create a Security Group. A Security Group must be entered to display the Security Settings on the right pane. To add a Security Group, click New under Group Security. Enter the name of the Security Group in the pop-up window and click OK.
4. To give users access to execute future database updates under Database Update > Can Update Database and set it to True.
5. To add users to a Security Group, click New under System Users.
   
6. Enter information about the new user in the pop-up window and click OK. To assign the user to a Security Group, you must enter the name of the group in the Security Group field.
7. You must log out and log back in for security changes to take effect.

Configuring the DataCollection Service

The DataCollection Service is responsible for hosting the handheld device so users can manage inventory and execute transactions via the scanners. Follow the instructions below to configure the DC Service:

1. Click on the Settings button in the toolbar.
   
2. Type host in the filter and press enter in the keyboard.
3. Change the DNS Name to the server name or IP address of the computer where you installed the DC Console.
4. Change the Host Port Number to the port of your choice. You may also use the default port 5501.
5. Click on the DataCollection Server icon on the toolbar.
   
6. Click the Start button to start the DC Service.
   1. If you update the server address, please restart the service.
   2. If Windows Firewall is enabled you may have to disable it or enter an exception to the port you are using to host the service.
      
      

Uninstalling DataCollection

To remove the DataCollection Console from a workstation, follow the steps below:

1. On your PC, click the Windows Start button. The Start Menu appears.
2. Click the Control Panel option.
3. Find the Add or Remove Programs icon and double-click on it.
4. The Add or Remove Programs screen appears.
5. Select SalesPad DataCollection from the list and click the Change/Remove button.
6. Click OK when the Finished screen appears.