ServiceManager - Guide - PDA Add-On Installation Guide PDF

Service Manager for PDA Installation Guide
Service Manager for PDA Installation Guide Copyright 2008 Technisoft Pty Ltd
About Technisoft
Technisoft is a senior Sage Accpac Development Partner that has been providing Service Management software
solutions for over twenty years.
Service Manager, Technisoft's flagship product, has been the recipient of multiple "Accpac Product of the Year"
awards.
Contact Information
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Website http://www.technisoft.com.au
Copyright 2008 Technisoft Pty Ltd. All rights reserved.
Technisoft Pty Ltd

Publisher
Publication Date: April 30, 2008 (PDA R3)
No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise
duplicated on any medium without the written consent of Technisoft Pty Ltd.
Use of the software programs described herein and this documentation is subject to the Technisoft Pty Ltd
License Agreement enclosed in the Software package.
All product names referenced herein are trademarks of their respective companies.
Technisoft Pty Ltd
Service Manager License Agreement
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Contents I
Table of Contents
Chapter 1: Overview............................................................................................................................1
Chapter 2: Licensing............................................................................................................................3
and Product Registration
Chapter 3: Installing............................................................................................................................5
Service Manager for PDA
....................................................................................................................................... 5
3.1 Overview
....................................................................................................................................... 5
3.2 Requirements
3.3 Sage .......................................................................................................................................

Accpac ERP Installation 6
.......................................................................................................................................
3.4 Service Manager Installation 8
.......................................................................................................................................
3.5 Rebuild Online Program Language Resource Tables 9
.......................................................................................................................................
3.6 Server Installation 10
.......................................................................................................................................
3.7 Client Installation 15
3.8 PDA.......................................................................................................................................
Installation 16
....................................................................................................................................... 23
3.9 Troubleshooting
Index ................................................................................................................................................25
Overview 1
Chapter 1: Overview
Introduction
As the price of PDAs continues to plummet, more and more organizations are maximizing their field
engineers' time utilization by allowing and encouraging them to use mobile wireless devices.
With Service Manager for PDA, an engineer while in the field, is able to use a mobile device such as a
PDA or notebook computer to sign off on jobs, receive new jobs, create instant escalations by changing job
status and priority, carry out part replacements, add labor/time entries, create new jobs, add new
equipment, check history, log and search the fault database, complete tasks and activities for preventative
maintenance, and more.
Service Manager for PDA is an optional Service Manager product.
Further Information
If you are an End User and would like more information about this product, please contact your Sage
Accpac Solution Provider.
If you are a Business Partner and would like more information about this product, please contact
Technisoft at technisoft@technisoft.com.au.
Licensing and Product Registration 3
Chapter 2: Licensing and Product Registration
To use Service Manager for PDA, you must purchase PDA Server which includes five (5) user licenses, and
then register the product to activate the licenses. Additional PDA user licenses can be purchased from your
Sage Accpac Solution Provider.
Product registration is usually the responsibility of your Sage Accpac Solution Provider, but you can
register product directly if you wish. Simply complete the Registration form at
http://www.technisoft.com.au/support/productregistration.aspx.
A fully activated license file will be forwarded to you, normally within 24 hours of registering your product.
Once the license file has been received it only needs to be copied to your ACCPAC Shared Data Directory
as it is already activated. The ACCPAC Shared Data Directory is usually located at:
<X>:\Program files\ACCPAC\
where
<X>:\Program Files\ACCPAC\ is the ACCPAC Shared Data Directory
<X> is the drive letter of the installation
Note: The PDA application uses the Sage Accpac COM API. One LanPak license is therefore required for all
PDAs connecting to the application.
Installing Service Manager for PDA 5
Chapter 3: Installing Service Manager for PDA
This guide explains how to install and upgrade Service Manager for PDA.
For information on how to use Service Manager for PDA, refer to the Service Manager for PDA User
Guide.
It is very important to follow this guide thoroughly

during the installation process!
This application consists of two elements:

the Server application which is normally installed on one central server or PC and performs the
communication with Sage Accpac ERP. Due to differences in Sage Accpac .NET Libraries, there is one
installation file for Sage Accpac ERP 5.3 and one for Sage Accpac ERP 5.4 installations.
the Client application which is installed on each PDA or Windows PC (typically a notebook computer) and
communicates with the Server application. This installation file covers both Sage Accpac ERP 5.3 and 5.4
installations.
3.1 Overview
The following lists highlight the Service Manager for PDA installation.
Server installation
Install Sage Accpac .NET Libraries
Install Microsoft .NET Framework Version 2.0 runtime
Install PDA Service application
Configure PDA Service application
Client installation
Install Microsoft .NET Framework Version 2.0 runtime
Install Microsoft SQL Server 2005 Compact Edition for Windows (if running the Client on Windows)
Install Client application to PC
Configure Client application (if running the Client on Windows)
PDA installation
Install Microsoft .NET Compact Framework 2.0 Service Pack 2
Install Microsoft SQL Server 2005 Compact Edition for PDA
Install Client application to PDA
Configure Client application
3.2 Requirements
This section describes key requirements for installing this application.
General
Sage Accpac ERP System Manager version 5.3 or 5.4
Service Manager version 5.3B or 5.4A
One of these databases: SQL Server 2000, SQL Server 2005 or Pervasive 8.6 or 9 (At this stage the
current version of the application has not been fully tested on IBM DB2.)
Server
Operating system: Windows XP, Windows 2003 Server or Windows Vista. (The application has not been
tested on Windows 2000 or in a 64-bit environment.)
PDA
Generally the PDA has to support Microsoft .NET Compact Framework 2.0 and Microsoft SQL Server
6 Requirements
2005 Compact Edition, which means:

Operating system: Windows Pocket PC 2003, Windows Mobile 5 Professional, Windows Mobile 6
Professional
ARM based Processor, like Intel XScale or TI OMAP
Other requirements:
Have a stylus and touch screen (Pocket PC or Professional edition, not Smartphone or Standard edition)
Microsoft ActiveSync (Windows XP) or Windows Mobile Device Center (Windows Vista) installed on the
PC used for cradling the PDA during installation
For wireless (non cradled) data synchronization, the PDA has to connect to the Internet using a wireless
network (WiFi) or mobile phone networks like GPRS, CDMA, 3G or EDGE.
3.3 Sage Accpac ERP Installation
Installation and Support Files
The latest installation and support files for Service Manager for PDA should be downloaded from the
Technisoft website:
PDA3Install.zip contains the Service Manager PDA installation files
PDA3Support.zip contains the required support files from Microsoft
These files can be downloaded from the Technisoft Download Center at

http://www.technisoft.com.au/support/downloads.aspx. Note: You must be logged in as a Business
Partner to access these files.
Installation and support files are also included on the Service Manager for PDA CD.
Required Sage Accpac ERP Modules
The following Sage Accpac ERP modules are required for installation of Service Manager and the Service
Manager for PDA application:
System Manager
General Ledger
Accounts Receivable
Inventory Control
Sage Accpac .NET Libraries
During installation of Sage Accpac ERP System Manager, Sage Accpac .NET Libraries should be
installed.
For an existing Sage Accpac ERP installation, open Control Panel Add or Remove Programs
(Programs and Features in Vista) and look for the following entry to verify that Sage Accpac .NET
Libraries have been installed.
Make sure the version of Sage Accpac .NET Libraries is the same as the version of Sage Accpac System
Manager. If you have an old version of the .NET Libraries, uninstall it before installing the current version
as described below.
Installing Sage Accpac .NET Support
New Install
On a new installation of Sage Accpac ERP, either do a complete installation, or for a custom
installation, make sure you tick the option named System Manager .NET Libraries.
8 Sage Accpac ERP Installation
Reinstalling Sage Accpac .NET Libraries
If Sage Accpac .NET Libraries needs to be installed, go to the Accpac\Runtime folder and run the
installer named smdotnet.exe. If that file does not exist, you have to modify the existing installation of
Sage Accpac ERP System Manager to include the Sage Accpac .NET Libraries.
Sage Accpac ERP Service Packs
We recommend installing the latest service packs for Sage Accpac ERP.
Consult the System Manager release notes regarding steps to upgrade Sage Accpac .NET Libraries.
In some cases, Sage Accpac .NET Libraries has to be uninstalled before a new version can be installed.
Installing PDA Server on a Separate Computer
The PDA Server application is normally installed on the same computer on which the Sage Accpac ERP
files are installed, and Sage Accpac ERP also has to be able to run on the computer, e.g., it cannot only be
a plain file server for Sage Accpac ERP files.
If, for load sharing purposes, the PDA Server application needs to be installed on a separate PC, make
sure Sage Accpac ERP and Service Manager Workstation installations are performed and that Sage Accpac
.NET Libraries is installed. Refer Reinstalling Sage Accpac .NET Libraries 8 .
In this case it is also important that the Technisoft PDA Service runs under an account having access rights
to the Sage Accpac ERP files. The local System account only has access to files on the local server.
3.4 Service Manager Installation

Install Service Manager if it is not already installed. There are no special steps to follow when installing
Service Manager; proceed as normal.
Make sure the Service Manager installation is licensed for the PDA Application before proceeding, Open any
Service Manager screen and then select Help About. In the licensing section, look for the entry named
PDA Server and if more that 5 users are needed, look for additional PDA User licenses in the list.
The latest Service Pack for Service Manager has to be installed for PDA transaction logging to work.
3.5 Rebuild Online Program Language Resource Tables

You must run the Rebuild Online Program Language Resource Tables program when Description fields in
Company Options are changed. For example, if you add a new Status Description, you must run this program
to have the new Status Description appear. When performing this action, the PDA Service must be Stopped.
You must also run the program when upgrading an installation of Service Manager with a new build (e.g.,
release version to Service Pack 1) or new version (e.g., 5.3B to 5.4A).
Select Service Manager V/M Setup V/M General Options Processing tab.
10 Rebuild Online Program Language Resource Tables
Click .
Note: This button may be labeled or you may need to select Company
Load Online Portal Tables, depending on the Service Manager version/build that you are using.
A Warning message will be displayed. Click [Yes] to continue.
This button will only be displayed if any of the following Service Manager Add-On products are active:
Employee Portal Server
PDA Server
3.6 Server Installation
General
The PDA Server application is installed as a Windows Service.

If you are upgrading an existing R3 installation, uninstall the existing application first. To avoid
reconfiguring after an upgrade, take a copy of the TechnisoftPDA.xml file before starting the upgrade.
The R2 and R3 versions of the PDA Server can be installed and running at the same time, but they have to
use different port numbers.
Microsoft .NET Framework Version 2.0 Runtime
On the computer running the PDA Service Application, Microsoft .NET Framework Version 2.0 runtime
is a requirement. (This is also a requirement for the computer used for installing the PDA Client
Application.)
Confirm .NET Framework Version 2.0 is installed by looking for the following in your Windows folder:
\Microsoft.NET\Framework\v2.0.xxxxx
e.g., C:\Windows\Microsoft.NET\Framework\v2.0.50727
Also apply the latest Service Pack for .NET Framework Version 2.0 from Microsoft.
.NET Framework Version 2.0 runtime is included in the Support folder on the Service Manager for PDA
CD and in the PDASupport.zip file from the Technisoft website. The filename is dotnetfx2.exe.
PDA Service Installation
The installation of the Service Manager for PDA Service application should be straightforward.
We recommend that you install it in the default folder, \Program Files\Technisoft\PDA Service 5.X
R3, since it doesn't conform to normal Sage Accpac ERP installation guidelines.
The installation creates a Windows Service named Technisoft PDA Service R3, which is set to run
automatically. In a test or demonstration environment, it is suggested to set the service to start manually.
Do not start the Service before the next step, PDA Service Configuration 11 , has been completed.
There are different PDA Service installers for each supported version of Sage Accpac ERP.
On Windows XP: Run PDAServiceXXR3.msi

On Windows Vista: Run PDAServicXX_setup.exe as Administrator
(where XX = Sage Accpac ERP version 53 or 54)
These files are included in the PDA_Server folder on the Service Manager for PDA CD and in the
PDAInstall.zip file from the Technisoft website.
PDA Service Configuration
In the PDA Service installation directory, normally \Program Files\Technisoft\PDA Service 5.X R3,
locate XML file named TechnisoftPDA.xml. Open this file in a text editor. You will notice that the file is
filled with key-value pairs. Some of the values will need to be modified before the Technisoft PDA Service
can be started.
Since the file is an XML document, it is important to preserve the HTML-like tags in the document.
Note:
The PDA Service will normally report a problem with finding the port configuration, if the file is not a
valid XML document. To test for this, double-click on the XML document and make sure the document
loads correctly in Internet Explorer.
These values are read when the service starts, so if they are changed the Windows service needs to be
restarted.
The values are as follows:
port
This value specifies the network port you want the PDA Server to listen on for connections from the
PDA. It is not related to the Sage Accpac .NET Remoting port range.
If you intend to access the PDA Server from a PDA through a firewall, you will need to "open"
12 Server Installation
this port and make sure inbound requests on that port are forwarded to the PDA Service
computer.
Unless you are accessing the PDA Service from a locally cradled PDA, you also have to open inbound
traffic to this port in the local firewall (e.g., XP SP2 Windows Firewall) if installed and enabled.
The default value is 4000.
Note:
Ports below 1024 are reserved.
Do not used ports we know will be used, like Sage Accpac ERP 9,000 to 9,999.
timeout
This value specifies how long the server waits between socket polls. At this stage it is strongly
recommended that this setting remain at its default value of 1000.
dsnconnectionstring
This value specifies the ODBC DSN connection string used to connect to your company database.
If no such ODBC connection has been created, use Control Panel Administrative Tools Data
Sources (ODBC) to create a System DSN entry to your company database. Make sure default
database is set correctly to your company database.
Replace "SI53B" with the name of the DSN that connects to your company database and provide
appropriate values in the username and password sections.
The connections string should look like this:
DSN=[your ODBC system data source name];UID=[user id];PWD=[your password]
If you use Microsoft SQL Server, your default admin account is usually "sa". If you use IBM DB2, your
default admin account is usually "db2admin". In a production environment, we recommend that you
create a separate database user with only read access to the database.
If you use Pervasive, you can leave username and password parameters out altogether (unless you
have modified the base security settings).
accpachostname
This value specifies the hostname and port number of the ACCPAC Remoting Server.
If you are running the PDA Server on the same machine as the Sage Accpac .NET Remoting Service
(which is recommended), this value can be set to "127.0.0.1:[portnumber]", where "[portnumber]" is
the lowest value in the port range you specified when Web-deploying Sage Accpac ERP. The default
port range is 9000-9999, so an appropriate value is "127.0.0.1:9000".
Note that unless you also intend to run Sage Accpac ERP web-deployed UIs through a firewall, you do
not need to "open" this port range. The service is connected locally, and a firewall will typically not
interfere with this.
accpacusername, accpacpassword
These values specify the username and password you want to use when the PDA Service is connecting
to Sage Accpac ERP. This is an Sage Accpac ERP user, not a Service Manager employee.
Unless changed / deleted, there should already be an "ADMIN" user created (with password set to
"ADMIN"), so the default setting should work. If you have changed your Sage Accpac ERP Admin
password to another value or wish to connect to Sage Accpac ERP as another user, update the
accpacuseranme and accpacpassword fields with appropriate values.
accpaccompany
This value specifies the database ID of the company you are connecting to. It should appear here as it
does in the Sage Accpac ERP Database Setup utility.
version
At this stage, this value should always be your Service Manager version number, e.g., for version 5.4A
use "54A".
Note: Make sure to update this value if upgrading the database.
domainusername, domain, domainpassword
These values are passed to the Sage Accpac .NET Remoting Service during a connection attempt if
running the PDA Service on a different computer than Sage Accpac ERP.
Blank values should work, but it may be necessary to provide values for these if operating over a
locked-down domain.
It is suggested you try using blank values first, and if there are problems connecting to the Sage
Accpac .NET Remoting Service, then provide values for a domain user account with appropriate
security permissions.
networkinterface
This value specifies the network interface you want to bind the service to.
The default value is "0.0.0.0", which indicates that it should be bound to all available network interfaces.
If your computer has multiple network interfaces and you only want to bind to a specific interface,
specify the IP address of that interface.
Note that "127.0.0.1" is not an appropriate value for this setting, as binding the service to the loopback
interface will only make the service available to the serving computer itself.
signaturepath
This value specifies the directory that captured signatures should be saved to. It can be any directory
the user has access to. Remember to consider security requirements to the signature directory on your
network. The signature directory should be protected from possible fraudulent activity.
If the PDA Server is installed on the same computer as Sage Accpac ERP and Sage Accpac ERP is
run locally, normally use the local path to the signature folder (i.e.,
C:\ACCPAC\COMPANY\MyCompany\SIGNATURES), and let the Technisoft PDA Service run as the
"Local System Account".
Otherwise, this directory should be on a network share so that all users have access to them. In this
case Windows Services do not have access to mapped drives, so the path must be specified in UNC
format, i.e., \\MyServer\ACCPAC\COMPANY\MyCompany\SIGNATURES.
It the share is not located on the local computer, the Technisoft PDA Service must be run as a user with
appropriate permissions. The default ("Local System Account") does not have such permissions.
In this case, it is essential to provide a user account including account name and password for the
Technisoft PDA Service.
To do this:
1. Launch the Services interface. (Control Panel Administration Tools Services Technisoft
PDA Service)
2. Locate the Technisoft PDA Service in the list.
3. Right-click on the Technisoft PDA Service entry, and select Properties.
4. Click the Log On tab.
Select This account and provide the Username and Password of a user that has sufficient privileges
to access the network path you want to save signature files to.
passphrase
The passphrase is used to encrypt and decrypt information sent to and received from PDAs. If this
setting is blank or absent, no encryption will be used, i.e., data will be sent to the PDA as "plaintext".
It is critical that the PDAs use the same passphrase as set in the XML file on the server; if they do not,
14 Server Installation
they will not be able to communicate. Activating encryption may cause a slight drop in transaction
performance.
publicdlls
The public DLL list specifies PDA Server DLLs whose functions may be accessed by people who have not
yet logged in.
The login and echo DLLs must remain public for the system to work properly. Advice regarding this list
will be provided by Technisoft on a DLL-by-DLL basis.
There is no need to modify it at this stage.
autoassociate
This setting in the fault section controls if associations between Symptoms, Faults, Solutions and Model
are created automatically when a new Fault Registration is made on the PDA.
users section
The user settings section contains all usernames, passwords and employee mappings.
When the Technisoft PDA Service is started, it will look for usernameX, passwordX, and employeeX
values, where X takes on all values from 1 to usercount (inclusive).
For example, if usercount was set to 3, the service would look for username1, username2, and
username 3 (and the respective password and employee fields).
i.e., No error will occur if not all of the values are present; if usercount is set to 12, but there are only
10 entries, the server will simply ignore the fact that some entries are missing.
Likewise, no error will occur if the usercount value is set below the number of users entered (the server
will simply ignore all entries above the usercount). i.e., username and password values can be set to
any value and are only used to log in to the PDA.
Note: The Employee value specified must identify an Active Service Manager Employee. If not, the
user will not be able to log in. (Refer to the Service Manager User Guide: Setup Programs V/M
General Employees topic.) This Employee will be used throughout the PDA applications to identify
the user.
We recommend that the same username and password for Sage Accpac ERP be entered on the PDA to
ensure standardization of password and user names. None of these values have anything to do with
Sage Accpac ERP usernames and / or passwords, but we recommend that the PDA user name be
mapped to an existing Service Manager employee name for ease of management.
Example configuration
This example shows a typical configuration for an installation on the same computer as Sage Accpac
ERP using Microsoft SQL Server as the database.
<?xml version="1.0" encoding="UTF-8"?>
<ApplicationSettings>
<Section Name="networkmanager">
<Key Name="port" Value="4000" />
<Key Name="timeout" Value="1000" />
<Key Name="dsnconnectionstring" Value="DSN=SI54A;UID=sa;PWD=password" />
<Key Name="accpachostname" Value="127.0.0.1:9000" />
<Key Name="accpacusername" Value="ADMIN" />
<Key Name="accpacpassword" Value="ADMIN" />
<Key Name="accpaccompany" Value="SI54A" />
<Key Name="version" Value="54A" />
<Key Name="domainusername" Value="" />
<Key Name="domain" Value="" />
<Key Name="domainpassword" Value="" />
<Key Name="networkinterface" Value="0.0.0.0" />
<Key Name="signaturepath" Value="c:\ACCPAC\COMPANY\SI54A\SIGNATURES" />
<Key Name="passphrase" Value="" />
</Section>
<Section Name = "publicdlls">
<Key Name="dll1" Value="login"/>
<Key Name="dll2" Value="echo"/>
</Section>
<Section Name = "fault">
<Key Name="autoassociate" Value="yes"/>
</Section>
<Section Name = "users">
<Key Name="usercount" Value="5"/>
<Key Name="username1" Value="ADMIN"/>
<Key Name="password1" Value="ADMIN"/>
<Key Name="employee1" Value="ADMIN"/>
<Key Name="username2" Value="ANA"/>
<Key Name="password2" Value="ANA"/>
<Key Name="employee2" Value="ANA"/>
<Key Name="username3" Value="DUMMY1"/>
<Key Name="password3" Value="DUMMY1"/>
<Key Name="employee3" Value="DUMMY1"/>
</Section>
</ApplicationSettings>
Test configuration
The last step is to start the Service Manager for PDA Service and verify that it runs correctly.
Open Control Panel Administrative Tools Services and start the service named Technisoft
PDA Service R3.
If the service starts (Started showing in the list) and the log file (found in the PDA Service folder and
named PDA.log) contains an entry stating that the service has started, the configuration is complete.
During startup, the application checks for connection to Sage Accpac ERP using the ODBC connection
to the database.
If the service doesn't start or just hangs and no entries are written in the log, it can indicate a problem
with connecting to Sage Accpac ERP due to the service not starting or firewall/network problems.
Also, try a reboot of the computer if the service doesn't start.
If there is a configuration problem, the PDA Service can end up in a state where it is not responding. In
this case, it can be shut down in Task Manager by selecting Processes and ending the process
named Technisoft.PDA.Service.exe.
Multi Company Access
The PDA Server software has been designed to run as a single Windows Service, therefore the service is
available for one Sage Accpac ERP company per server only.
A second server may be set up to run another instance of the PDA Server software for use with more than
one company database in Sage Accpac ERP if required.
It is technically possible to create multiple Windows Services for the PDA Server software on the same
server. Please contact Technisoft at technisoft@technisoft.com.au for more information on how to set up
and run multiple instances of the PDA Server software.
3.7 Client Installation

One installer is used to install both the Windows Client and PDA Client. It also support both Service Manager
5.3B and 5.4A.
Be aware that the Client installation has to be performed as a prerequisite to installation on the PDA even if
there is no intention of using the Windows Client.
Preparation
Make sure the .NET Framework Version 2.0 runtime is installed. Refer to the Microsoft .NET
16 Client Installation
Framework Version 2.0 Runtime 11 topic.

If you intend to run the Windows Client, make sure Microsoft SQL Server 2005 Compact Edition
for Windows is installed. This is included in the Support folder on the Service Manager for PDA
CD and in the PDASupport.zip file from the Technisoft website. The filename is
SQLServerCE31-EN.msi.
Upgrading
If you are upgrading an existing installation, you have to uninstall the existing version using Control
Panel Add Remove Programs (Windows XP) or Programs and Features (Windows Vista). The
program name is Service Manager 5.3/5.4 Client Installer R3.
When you uninstall the application, you have to manually delete the file VMPDA.sdf from the installation
folder. This folder is normally located at
C:\Program Files\Technisoft\PDA Win Client R3
Installing the Windows Client
On Windows XP, run PdaWinClientR3.msi.

On Windows Vista, run PDAWinClient_setup.exe as Administrator.
These files are included in the PDA_Client folder on the Service Manager for PDA CD and in the
PDAInstall.zip file from the Technisoft website.
This installer will install the Windows Client files and the PDA Client files to the nominated installation
folder.
If you intend to install the PDA Client now, follow instructions in the PDA Installation 16 section.
Configuring the Windows Client
Refer Client Configuration 20 .
3.8 PDA Installation

All files needed for installation to PDA are part of the combined Windows/PDA Client installer.
Be aware that Microsoft .NET Compact Framework 2.0 for PDA is not part of the Service Manager Client
installer and has to be installed using a separate installer provided by Microsoft.
Preparation
Before starting the client installation, make sure:

Microsoft ActiveSync (Windows XP) or Windows Mobile Device Center (Windows Vista) is installed
on the PC. These tools have to be downloaded from the Microsoft website at
http://www.microsoft.com/windowsmobile/activesync/default.mspx.
You cradle the PDA and establish connection to the PC; choose either Guest or Standard Partnership.
Note:
If your PC is running Windows Vista, your synchronization settings will be managed through the
Windows Mobile Device Center.
If your PC is running Windows XP, your synchronization settings will be managed through Microsoft
ActiveSync.
Microsoft .NET Compact Framework 2.0 Service Pack 2
IMPORTANT: The PDA Client application requires Microsoft .NET Compact Framework 2.0 Service
Pack 2. This must be installed before installing Microsoft SQL Server 2005 Compact Edition 17 .
Note: This Service Pack is normally included in Windows Mobile 5.0 and later versions.
This Service Pack is included in the Support folder on the Service Manager for PDA CD and in the
PDASupport.zip file from the Technisoft website. The filename is NETCFSetupv2.msi.
Click [Yes] to have it installed to the default location.
Starting Installation
The Service Manager PDA Installer application will be started as the last step in installing the
Windows/PDA Client, but can also be started at a later stage by selecting:
Start (All) Programs Technisoft Service Manager Win Client R3 PDA Client Installer
This installer covers installation of SQL Server 2005 Compact Edition (CE) for PDA and the Service Manager
Client application.
Microsoft SQL Server 2005 Compact Edition Installation
Note:
Microsoft .NET Compact Framework 2.0 Service Pack 2 16 must be installed before Microsoft SQL
Server 2005 CE.
This component does not need to be installed when upgrading the Service Manager for PDA
application.
Click [Install SQL CE] to start the installation.
18 PDA Installation
Click [Yes] to install SQL Server 2005 CE to the default location. We do not recommend installing SQL
Server 2005 CE to a location other than the default location.
The Installer running on the Windows PC copies files to the PDA. This message highlights the importance of
checking the PDA screen for messages.
If SQL Server 2005 CE is already installed, the following message will be displayed:
Unless there is an issue with SQL Server 2005 CE, we do not recommend reinstalling it.
PDA Client Installation
Click [Install PDA Client] to start the installation.
Click [Yes] to have it installed to the default location.
The Installer running on the Windows PC copies files to the PDA. This message highlights the importance of
checking the PDA screen for messages.
If the PDA Client is already installed, the following message will be displayed:
Note: Be aware that in case of a version upgrade (not just a reinstall of an existing version), the filename
VMPDA.sdf has to be deleted.
The PDA Client application is installed to the following folder on the PDA:
\Program Files\Service Manager R3
Installing to Multiple PDAs
If there is a need to install the PDA applications to more PDAs, cradle the new PDA and in ActiveSync /
Windows Mobile Device Center, Add/Remove Programs, tick the following:
Microsoft .NET CF 2.0
Microsoft SQL Server 2005 Compact Edition Core
Technisoft Service Manager R3
20 PDA Installation
Client Configuration
Before the Windows or PDA application can be used, it needs to complete initial configuration.
Make sure the PDA is cradled or connected to the network and can reach the PDA Server.
The Windows Client application is started by clicking
Start (All) Programs Technisoft Service Manager Win Client R3 Service Manager Win
Client
The PDA application is started by tapping the Service Manager icon under Start Programs.
The configuration starts automatically the first time the application is started or after the local database
has been deleted. The configuration is named:
\Program Files\Service Manager R3\VMPDA.SDF on PDA
C:\Program Files\Technisoft\PDA Win Client R3\VMPDA.SDF on Windows PC
After two initial screens, the following screen is displayed.
Host
The address of the machine running the Service Manager for PDA Service.
This can be an Internet hostname (e.g., technisoft.com), an IP address in dotted-quad format (e.g.,
202.148.132.219), or the local Windows computer name. We recommend using the local Windows
computer name for scenarios where PDAs are synchronized on the internal network only.
If synchronizing over the Internet, an Internet address (like technisoft.com) has to be used and the
company firewall has to be configured to forward TCP/IP socket calls on the selected port to the
computer running the Service Manager for PDA Service.
If the PDA Service is installed on the computer the PDA is cradled with and synchronization will always
be done with PDA cradled, IP address 192.168.55.100 can also be used.
In a demonstration or test scenario where the computer running Sage Accpac ERP and the PDA
Service is not connected to a network, the above IP address (192.168.55.100) is required in the host
field. If the computer has no network adapter, install the Microsoft loopback adapter. (This is not
required if an adapter exists, but is not connected.)
Port
The port the Service Manager for PDA Service is listening on. The default setting is 4000, but may
have been changed during configuration of the server.
22 PDA Installation
Username
A valid PDA username. These appear in the server configuration file. Although PDA users map directly to
Service Manager employees, the username is not necessarily the same as the Sage Accpac ERP
username.
Password
The password associated with the PDA username entered in the previous step. This value is case
sensitive (i.e., "ana" is not the same as "ANA").
Remember
This setting controls if the application will remember the password at next login and use it as the default
password for the last user. The password will not be remembered if the login times out.
Login Option
This setting controls the default login option presented on the Login interface. Online means the PDA
will connect to the server by default. Offline means the PDA will log in offline by default. Auto means
the PDA will attempt to connect to the server first, and if that fails, will log in offline. Manual means
that no default is set and the user must manually choose which mode they wish to use each time they
log in.
Note: When configuring the PDA application, it will regardless of this setting, connect to the PDA Server
(go online) to verify it can connect and download some system information.
Login Timeout
As a security precaution, if the application is not used for a specified period of time it will lock, returning
to the Login interface. This setting determines how long the application will remain in an idle state
before locking. Logging back in returns the user to the screen they were at before the application locked
itself. If security is not an issue, set this value to a large number so the application never locks (times
out), e.g., 1500. If security is in use we recommend setting this to 15.
Passphrase
This value is used to generate an RSA encryption key used to encrypt the connection to the server. This
value must match the passphrase used by the server or the PDA and the server will not be able to
understand one another.
Testing Connection
In the next screen the connection to the PDA Service and Sage Accpac ERP are tested.
A failure at the first test indicates that the PDA cannot reach the PDA Service. It can be a problem with
network configuration, the hostname and port in the PDA configuration, or that the Service Manager
for PDA Service is not running.
A failure at the second step normally indicates a problem with the Username and Password provided.
Messages returned to the PDA include:
Incorrect login name or password The PDA Service cannot find a matching user and password
in the XML configuration file 11 . Be aware that passwords are case sensitive.
Employee mapping missing Employee mapping is not set in the XML configuration file 11 for
the selected login.
Employee is not active Employee is found, but is not set to Active.
3.9 Troubleshooting
PDA Reset
If you are having problems installing or upgrading the PDA, it might be required to reboot the PDA. This
can be required if the installation fails due to locked files.
A PDA can be reset in two ways:
1. First, the soft reset, which is the most commonly used. It will only boot the operating system. It will
24 Troubleshooting
not delete any files or settings. This is normally done by pressing the stylus into a hole on the back of
the device.
2. Second, a hard reset can be performed. This deletes user files and settings and resets the device to
factory default. Only files on persistent storage like memory cards are kept. A hard reset should only be
used in special circumstances. Consult the hardware documentation for instructions.
Version Number
For the PDA Server, the version number of the current installation can be found on the files installed to the
PDA Server or next to the Service Started line in PDA.log file.
For the PDA Client, the version number can be found on the File About screen accessible from the login
and main screens.
Index 25
Index -R-
Rebuild Online Program Language Resource Tables 9
-C- Registering Product 3
Reinstalling Sage Accpac .NET Libraries 8
Client Configuration
Required Sage Accpac ERP Modules 6
Service Manager for PDA 20
Resetting the PDA 23
Configuring
PDA Service 11 -S-
Windows Client 15
Sage Accpac .NET Libraries 6
-H- Reinstalling 8
Sage Accpac ERP
Hard Reset
Installation 6
Required Modules 6
-I- Service Manager
Installation and Support Files Rebuild Online Program Language Resource
Tables 9
Downloading 6
Soft Reset
Installation Requirements
SQL Server 2005 CE
Installing
Installing 17
Microsoft SQL Server 2005 Compact Edition 17
PDA Client 18 -T-
PDA Server 10
Troubleshooting
PDA Service 11
Sage Accpac .NET Support 7
Sage Accpac ERP Components 6 -U-
Service Manager 8 User Licenses 3
Windows Client 15 -W-
Installing PDA Server on a Separate Computer 8 Windows Client
Installing to Multiple PDAs 19 Configuring 15
Installing 15
-L-
Licensing 3
-M-
Microsoft .NET Compact Framework 2.0 Service Pack
2 16
Microsoft .NET Framework Version 2.0 Runtime 11
Microsoft SQL Server 2005 Compact Edition
Installing 17
Multi Company Access 15
-P-
PDA Client
Installing 18
PDA Installation 16
PDA Server
Installing 10
PDA Server Software Version Number 23
PDA Service
Configuring 11
Installing 11
Product Registration 3
Notes

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Service Manager for PDA Installation Guide

Geographic Address Technisoft Pty Ltd

Postal Address Technisoft Pty Ltd

Telephone +61 7 5554 5844

Fax +61 7 5554 5522

Copyright 2008 Technisoft Pty Ltd. All rights reserved.

Technisoft Pty Ltd

Publication Date: April 30, 2008 (PDA R3)

Subject to any law to the contrary, YOU MAY NOT:

(D) REPRODUCE, DISTRIBUTE OR REVISE THE SOFTWARE;

(E) REMOVE OR DESTROY ANY OF OUR PROPRIETARY MARKINGS ON THE SOFTWARE;

(F) USE THE SOFTWARE FOR ILLEGAL PURPOSES; OR

3. TITLE, CONFIDENTIALITY AND RESTRICTIONS

5. LIMITED WARRANTY AND LIMITATION OF LIABILITY

This Software is subject to change without notice.

7. DEFAULT AND TERMINATION

3.3 Sage .......................................................................................................................................

Chapter 2: Licensing and Product Registration

Chapter 3: Installing Service Manager for PDA

It is very important to follow this guide thoroughly

This application consists of two elements:

2005 Compact Edition, which means:

3.3 Sage Accpac ERP Installation

Installation and Support Files

These files can be downloaded from the Technisoft Download Center at

Required Sage Accpac ERP Modules

Sage Accpac .NET Libraries

Installing Sage Accpac .NET Support

Reinstalling Sage Accpac .NET Libraries

Sage Accpac ERP Service Packs

Installing PDA Server on a Separate Computer

3.4 Service Manager Installation

3.5 Rebuild Online Program Language Resource Tables

3.6 Server Installation

The PDA Server application is installed as a Windows Service.

use different port numbers.

Microsoft .NET Framework Version 2.0 Runtime

PDA Service Installation

On Windows XP: Run PDAServiceXXR3.msi

PDA Service Configuration

The values are as follows:

domainusername, domain, domainpassword

Multi Company Access

3.7 Client Installation

Framework Version 2.0 Runtime 11 topic.

Installing the Windows Client

On Windows XP, run PdaWinClientR3.msi.

Configuring the Windows Client

Refer Client Configuration 20 .

3.8 PDA Installation

Before starting the client installation, make sure:

Microsoft .NET Compact Framework 2.0 Service Pack 2

Click [Yes] to have it installed to the default location.

Microsoft SQL Server 2005 Compact Edition Installation

Click [Install SQL CE] to start the installation.

PDA Client Installation

Click [Install PDA Client] to start the installation.

Click [Yes] to have it installed to the default location.

Installing to Multiple PDAs

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