CRM Configuration Guide for MC70 REV5 - PDF - PDF by mintek

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									                                                                CRM Configuration Guide for MC70


             CRM Configuration Guide for MC70
This document provides installation and configuration of the CRM application on Symbol MC70xx
handheld devices running Windows Mobile 5 OS.

                                                                                                               Updated 2/5/08 – Rev 5

Table of Contents
ALIGNING SCREEN ..................................................................................................................... 2 
DATE/TIME ................................................................................................................................... 3 
POWER SETTING ........................................................................................................................ 4 
CONFIGURE SOUND .................................................................................................................. 6 
  MC70 SOUND ............................................................................................................................. 6 
  SCREEN ACTION SOUND (TAPS, BUTTONS AND ALERTS) .............................................................. 6 
WIRELESS MANAGER (WI-FI OFF, BLUETOOTH OFF, PHONE ON)....................................... 7 
COMMUNICATION SETTINGS .................................................................................................... 8 
  WIRELESS SET-UP ...................................................................................................................... 8 
  ETHERNET CRADLE SETUP .......................................................................................................... 9 
INSTALL CRM ............................................................................................................................ 10 
  INTERNET EXPLORER SETTINGS ................................................................................................ 10 
    Open Internet Explorer ........................................................................................................ 10 
    Type CRM Installation Web Address ................................................................................... 11 
    Configure CRM Installation Web Site View ......................................................................... 12 
  INSTALL .NET CE ...................................................................................................................... 13 
  INSTALL SQL CE....................................................................................................................... 14 
  INSTALL SQL CE SYNC ............................................................................................................. 15 
  INSTALL CRM ........................................................................................................................... 16 
  CRM ICON IN THE START MENU................................................................................................. 17 


Copyright Information
This manual and its contents are copyrighted, with all rights reserved. No part of this manual may be copied, stored, transmitted or
translated with prior written consent of Mintek Corporation. No part of this manual may be reproduced or transmitted in any form or
by any means, electronic or mechanical, including photocopying, recording, or information recording and retrieval systems, for any
purpose other than the purchaser’s personal use, with the express written permission of Mintek.
Information in this document is subject to change without notice and does not represent a commitment on the part of Mintek
Corporation. The software described in this document is furnished under a license agreement. It is against the law to copy the
software on any medium except as specifically allowed in the license agreement.
WinTrack® is a registered trademark of Mintek Corporation.
Copyright© 2004
Mintek Corporation
All rights reserved.
                                  Mintek Corporation, developers of WinTrack® Software
                                                    1022 Main Street
                                                   Dunedin, FL 34698
                                       Phone: (727) 734-9175 Fax: (727) 736-2711
                                           Technical Support: (727) 734-7774
                                                   www.wintrack.com



CRM Configuration Guide for MC70                                                                                              Page 1 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                                  CRM Configuration Guide for MC70


Aligning Screen
Use this utility to set the accuracy of screen taps.




        Step 1.    Tap Start, then Settings from the drop down menu.
        Step 2.    In the Settings screen, go to the System tab and tap the Screen icon.




        Step 3.    Tap the Align Screen button.
        Step 4.    In the Align Screen, tap the center of each X that appears until the exercise is done.
                   Then tap “ok” in the upper right corner to save and close the screen.




CRM Configuration Guide for MC70                                                               Page 2 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                                CRM Configuration Guide for MC70


Date/Time




        Step 1.   From the main screen, tap the current date/time display.
        Step 2.   Use the down arrow to view the time zone list. Tap the appropriate time zone from the
                  list.




        Step 3.   Tap the hour, minute, or seconds – then use the up/down arrows to edit.
        Step 4.   Tap the down arrow to the right of the date. A calendar will appear. Tap left/right
                  arrows to change the calendar month. Tap a date from the calendar to edit.




        Step 5.   Tap OK – a window will appear: “Save changes to clock settings?” Tap Yes.

CRM Configuration Guide for MC70                                                               Page 3 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


Power Setting




        Step 1.   Tap Start
        Step 2.   Tap Settings




                                                                                    R
        Step 3.   Tap System Tab
        Step 4.   Tap Power Icon




        Step 5.   Tap Advanced Tab
        Step 6.   Tap checkbox for the “On battery power” feature
CRM Configuration Guide for MC70                                          Page 4 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70




        Step 7.   Tap drop down arrow
        Step 8.   Choose “5 minutes” from the list
        Step 9.   Click OK to closes and save




        Step 10. Tap X to close Settings
        Step 11. The Desktop view will appear—all applications are now closed.




CRM Configuration Guide for MC70                                                 Page 5 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


Configure Sound
MC70 Sound




Screen Action Sound (Taps, Buttons and Alerts)




        Step 1.   Go to File>Settings
        Step 2.   Tap the Sounds and Notifications Icon




        Step 3.   Check all boxes and choose the Loud settings, then click OK in the upper left corner.

CRM Configuration Guide for MC70                                                            Page 6 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


Wireless Manager (WI-FI off, Bluetooth off, Phone on)




        Step 4.   Tap Sprint/or Verizon from the Desktop view, the Wireless Manager screen will appear.
        Step 5.   If the Wi-Fi option does not show “off”, then tap the Wi-Fi button once to turn it off.




        Step 6.   The WiFi option should now show “Off”, tap Done at the bottom of the screen
        Step 7.   The Desktop should show “WiFi:Off”




CRM Configuration Guide for MC70                                                            Page 7 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


Communication Settings
Wireless Set-up




        Step 5.   Tap Start, then Settings from the drop down menu.
        Step 6.   In the Settings screen, go to the Connections tab and tap the Connections icon.




        Step 7.  In the Connections screen, go to the Advanced tab, then tap the Select Networks
                 button.
        Step 8. Top Internet Setting for “Programs that automatically connect to the Internet should
                 connect using:”
               a. SPRINT: In the Network Management screen, use the down arrow to find and choose
                   PCS Vision, then tap “ok” in the upper right corner.
               b. VERIZON: In the Network Management screen, use the down arrow to find and
                   choose National, then tap “ok” in the upper right corner.




CRM Configuration Guide for MC70                                                           Page 8 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


Ethernet Cradle Setup




        Step 1.   Tap Start, then Settings from the drop down menu.
        Step 2.   In the Settings screen, go to the Connections tab and tap the Connections icon.




        Step 3.   In the Connections screen, go to the Advanced tab, then tap the Select Networks
                  button.
        Step 4.   In the Network Management screen, use the down arrow to find and choose PCS
                  Vision for the “Programs that automatically connect to the Interntet should connect
                  using:” setting. Then tap “ok” in the upper right corner.




CRM Configuration Guide for MC70                                                             Page 9 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70

Install CRM
Internet Explorer Settings
Open Internet Explorer




        Step 1.   Tap Start
        Step 2.   Tap Internet Explorer




CRM Configuration Guide for MC70                                         Page 10 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


Type CRM Installation Web Address




        Step 3.   In the address bar, type in the IP address: “CRM application server IP/crm”
        Step 4.   Tap the green right arrow icon.




        Step 5.   If you are going back into this screen at a later time, you can use the drop down arrow
                  icon to bring up the stored information on the handheld so you don’t have to retype in
                  the IP address.
        Step 6.   The page will load.




CRM Configuration Guide for MC70                                                           Page 11 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70



Configure CRM Installation Web Site View




        Step 1.   If the page requires a formatting adjustment, tap Menu.
        Step 2.   The menu popup window will display.
        Step 3.   Tap View




        Step 4.   The View popup window will display.
        Step 5.   Tap Default.
        Step 6.   The screen should be formatted correctly now.




CRM Configuration Guide for MC70                                            Page 12 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                                  CRM Configuration Guide for MC70

Install .Net CE




        Step 1.   Tap on the .Net CF icon.
        Step 2.   Tap Yes.
        Step 3.   The application will download.




        Step 4.   The application will install.
        Step 5.   Tap Ok. The gun will reboot.




        Step 6.   After the gun reboots, tap Start – Internet Explorer.
        Step 7.   Navigate back to the download page you were on.


CRM Configuration Guide for MC70                                            Page 13 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                                  CRM Configuration Guide for MC70

Install SQL CE




        Step 1.   Tap SQL CE icon.
        Step 2.   Tap Yes
        Step 3.   The application will download.




                                                                                        r
        Step 4.   Tap Device. Then tap Install.
        Step 5.   The application will install.




        Step 6.   Tap ok.




CRM Configuration Guide for MC70                                            Page 14 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                                  CRM Configuration Guide for MC70

Install SQL CE Sync




        Step 1.   Tap SQL CE Sync.
        Step 2.   Tap Yes
        Step 3.   The application will download.




        Step 4.   Tap Device. Then tap Install.
        Step 5.   The application will install.




        Step 6.   Tap ok.



CRM Configuration Guide for MC70                                            Page 15 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                                  CRM Configuration Guide for MC70

Install CRM




        Step 1.   Tap CRM.
        Step 2.   Tap Yes.
        Step 3.   The application will download.




        Step 4.   Tap Device. Then tap Install.
        Step 5.   The application will install.




        Step 6.   Tap ok.
        Step 7.   You are finished. Tap the X in the upper right hand corner to exit out of this screen.



CRM Configuration Guide for MC70                                                             Page 16 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.
                                               CRM Configuration Guide for MC70


CRM Icon in the Start Menu




        Step 1.   Tap Start, then Setting s from the menu list.
        Step 2.   The Settings window will appear, tap on the Menus Icon.




        Step 3.  Scroll to the bottom of the list and check the WinTrack CRM box, then tap OK.
               a. Recommended settings are shown above.
        Step 4. WinTrack CRM will now appear in the Start menu list.




CRM Configuration Guide for MC70                                                         Page 17 of 17
Copyright© 2007 Mintek Corporation. All rights reserved.

								
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