ITrack/Installation

This guide will help you setup ITrack for a new user. It is meant for both Pro and Enterprise.

Client Side

• If this is a new customer, you should do the server side setup first.

Installing ITrack

1. Download the ITrack installer for the specific product
   • ITrack Pro
   • ITrack Enterprise
   • ITrack AX
2. Run the Installer
3. The setup program will install the following:
   • ITrack
   • Crystal 11
   • PDF Creator
   • 3 of 9 Barcode font
   • MySQL ODBC connection
   • Instant VNC
   • ITrack Registration
   • Microsoft Visual C++ 2005 Redistributable Package and SP1
4. When the ITrack Registration program runs, it will generate a random product code for that computer. This code is not guaranteed to be unique on our autoupdate server! You should make sure it is unique by adding it to our autoudate system as soon as possible. If it is not unique, you should clear the product code out of the registry(HKEY_LOCAL_MACHINE\SOFTWARE\ISoft Data Systems\ITrack <Enterprise or Pro> on x86 and HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ISoft Data Systems\ITrack <Enterprise or Pro> on 64bit Windows) and run ITrack Registration to generate a new one.
5. To finish registering ITrack, enter a release code into the ITrack Registration program. You can generate a release code using the Code Generator <svnroot>\ITrack\trunk\General\CodeGenerator

Configuration

1. Open up the directory where ITrack is installed
2. If ITrack won't be run as an admin, you will need to give full permissions to everyone for the ITrack directory for updating purposes

Server Side

MySQL Installation

Tip

Server side setups only need to be completed for new customers

1. Download MySQL 5.0 from dl.isoftdata.com
2. Install MySQL
3. Run the MySQL Server Instance Configuration Wizard
   1. Detailed Configuration
   2. Developer Machine(If its a dedicated server, choose one of the other options)
   3. Non-Transactional Database Only
   4. Uncheck "Enable Strict Mode" and check "Add firewall exception"
4. Check to make sure port 3306 is allowed in any firewall that may exist

Database Setup

1. Download and Install SQLyog
2. Run the SQL scripts in SVN in the correct order to create/populate/update the database
3. Create a directory somewhere on the server and share it so that the "Everyone" group has full read/write privileges
   1. Create Reports, Images and Attachments sub directories
   2. Copy the latest reports from SVN to the reports directory

And Don't forget

1. Setup the Image Uploader
2. Setup Replikwando

1. 1. If its on a XP Home machine, run this command to set the correct permissions:

cacls "C:\Program Files\ISoft Data Systems\ITrack Pro" /T /P Everyone:F

1. Open the host.ini file with a text editor
2. In the database section set hostname equal to the name of the server
   1. The server name can be found by doing a customer search on Kung Fu.
3. In the general section set the reportsdir, imagesdir, and attachdir to their corresponding directory created on the server (see step 7.1 in the "Server Side" section)
   1. Go to my computer and type the name of the server into the address bar, preceded by two backslashes (\\<server name>)
   2. This will allow you to find what the directories are called
4. Put the computer in the Update System
   1. Add a new customer
5. Turn on updates for this computer
   1. Go to Manage Customers
   2. Select the computer that you are working on (the company, then the same name as your VNC Connection)
   3. Select all of the appropriate extensions. For example, if you are installing ITrack for a customer who doesn't need the QuickBooks extension... don't select the QuickBooks extension. This section is being rapidly changed/updated, but using common sense will help you get the job done.
   4. Possible ITrack Pro Extensions that may not need to be selected: Enable HTP Export, HT Extension List, Quickbooks Extension List, Quickbooks Toolkit
6. Launch ITrack
7. Confirm that it downloads the latest updates
8. Restart ITrack
9. Setup the MySQL ODBC Connector
10. Pat yourself on the back

Note: If you want to run ITrack with a different configuration file, create a shortcut and change "Target" in its properties to have a -i <config file name>.ini at the end (where <config file name> is the name of the new ini file). Example: "C:\Program Files\ISoft Data Systems\ITrack Pro\itrack.exe" -i host2.ini