ITrack/Installation

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

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
   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 to create/populate/update the database
3. Run the scripts in this order:
   1. Clean Pro Database
   2. Update
   3. Reports
4. Create a directory somewhere and share it so that everyone has 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

Client Side

Installing ITrack

1. Download the ITrack installer for the specific product
   1. ITrack Pro Installer (HT)
   2. ITrack Pro Installer (Auto)
   3. ITrack Enterprise Installer
2. Run the Installer
3. The setup program will install the following:
   1. ITrack
   2. Crystal 11
   3. PDF Creator
   4. MySQL ODBC connection
   5. Instant VNC
   6. ITrack Registration
4. Durring the installation of PDF Creator you do NOT need to put an icon on the desktop. Also, when the installer for PDF Creator finishes, there is no need to restart the computer.
5. You will need to generate a code using the Code Generator which is available in SVN: ITrack/General/CodeGenerator/CodeGenerator.html
   1. You will need to remember the product code for later
   2. It would also be both polite and smart of you to check the isoftupdates DB in SQLYog, and make sure that this product code has not already been taken. Although unlikely, it occurs more often than you would think; and whenever it does - it causes big headaches for the poor support person who has to deal with that.

Configuration

1. Open up the directory where ITrack is installed
2. Open the host.ini file with a text editor
3. 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.
4. 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
5. Put the computer in the Update System
   1. Add a new customer
6. 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. When installing Pro - select all of the updates EXCEPT Master Test, New Update Test, and QB Extension List.
   4. When installing Enterprise - 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 at the moment, but using common sense will help you get the job done.
7. Launch ITrack
8. Confirm that it downloads the latest updates
9. Restart ITrack
10. Setup the MySQL ODBC Connector
11. 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 configfile at the end (where configfile is the name of the new configuration file). Example: "C:\Program Files\ISoft Data Systems\ITrack Pro\itrack.exe" -i host2.ini