Before installing this software, verify that your computer meets the following minimum system requirements:
Processor Speed 1GHz
Available Hard Drive space
20GB
Memory 512MB
Operating System Microsoft Windows® XP SP2,
Microsoft Server 2003 SP1, or Microsoft Server 2008
Network TCP/IP
Database Microsoft SQL Express (with latest service packs). This database server is installed as part of the SDM installation.
Software Installation
There are four software applications that must be installed to run SDM:
MS-SQL Express, including creation of an installation log file
.NET Framework 2.0 (part of SQL Express installation)
Windows Installer 3.1 (part of SQL Express installation)
Smart Device Manager 2.5.
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IMPORTANT: If .NET Framework 2.0 is currently installed on the system and you experience a problem during the MS-SQL Express installation, you might need to manually uninstall .NET Framework 2.0 first before installing SQL Express. If you do uninstall .NET Framework 2.0, it will be reinstalled during the SQL Express installation.
Installing MS-SQL Express
1. Obtain the file, SDMExpress_2_4_1_14.zip,
and unzip it into the C:\sdmexpress
directory.
2. In the C:\sdmexpress directory, double-click
on the file, InstallMSSQL.exe, to begin the installation process. The following welcome screen appears.
Figure 2. MS-SQL Installation Welcome screen
3. Click Next to continue. The following screen appears.
Figure 3. Completing the Install MS-SQL Express Setup screen
4. If this is a new MS-SQL Express installation, ensure that all the check boxes are checked,
except as explained in the next step concerning .NET Framework 2.0.
5. Do one of the following:
If .NET Framework 2.0 is not installed, check Launch Install .NET 2.0 Framework, and click Finish. A message box (Figure 4) appears showing files that are being extracted. Proceed to Step 6.
If .NET Framework 2.0 is already installed, uncheck Launch Install .NET 2.0 Framework, and click Finish. A message box (Figure 4) appears showing files that are being extracted. Proceed to Step 11 on page 3.
Note: If .NET Framework 2.0 currently exists on your system, it might cause the installer to not work properly. If you encounter an installer problem, manually uninstall .NET Framework 2.0, then when Figure 3 appears during installation, ensure Launch Install .NET 2.0 Framework is also checked.
Figure 4. Extracting files message box
6. When all the files have been extracted, the Welcome to Microsoft .NET Framework 2.0 Setup screen appears. Click Next to continue.
Figure 5. Welcome to Microsoft .NET Framework 2.0 Setup screen
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7. The .NET Framework 2.0 End-User License Agreement screen appears.
8. Review the .NET Framework 2.0 End-User License Agreement contents, check the I accept the terms of the License Agreement check box, and then Install to continue. The Installing Components screen appears.
Figure 7. Installing Components screen
9. When the components have been successfully installed, the Setup Complete screen appears.
Figure 8. Setup Complete screen
10. Click Finish to continue. A DOS window with an Extracting Files message box appears.
Figure 9. Extracting Files message box
The message box indicates that SQL Express files are being extracted for set up.
11. When the files have been extracted, the Installing Prerequisites screen (Figure 10) appears and displays the installation of components necessary to be installed prior to installing SQL.
Figure 10. Installing Prerequisites screen
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12. When the prerequisites installation is successfully completed, the System Configuration Check screen appears.
Figure 11. System Configuration Check screen
The System Configuration Check screen is for information only.
13. When the system configuration check is successfully completed, the first of two Setup Progress screens appears.
Figure 12. Setup Progress screen – first screen
14. This screen indicates the start of the configuration of the automatically selected components. Then the second of the two Setup Progress screens appears.
Figure 13. Setup Progress screen – second screen
This screen displays the configuration progress of the automatically selected components. When the configuration has successfully completed, a DOS screen appears.
Figure 14. Data transfer DOS screen
15. Press any key to continue. This completes the installation of SQL Express.
16. Proceed to Installing Smart Device Manager.
Installing Smart Device Manager
If a previous installation of SDM exists, be sure to stop and uninstall it. After SDM is uninstalled,
delete the C:\SDM directory.
If an SDM database was previously installed with any brand of SQL server, the following files will
exist in the C:\Program Files\Microsoft
SQL Server\MSSQL(.n)\MSSQL\Data directory
and should be deleted before beginning the SDM installation:
SDMDatabase.mdf
SDMDatabase_log.ldf
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Note: The SDM application must be installed on a computer connected to the same network as the smart devices (for example: LDM, UltraLink
®).
IMPORTANT: If the locale setting of the server on which the SDM is loaded is not US-English or not MM/DD/YYYY for date format, please contact [email protected] for instructions. There is a known limitation when using the SDM on a server whose locale or date format is something other than US-English. For further information, please refer to the “Known Issues” section of the SDM 2.5 Release Notes.
To start the SDM installation, do the following:
1. In the C:\sdmexpress directory, locate and
double-click on the file, SDMExpress.exe. The installation welcome screen appears.
Figure 15. Installation welcome screen
2. Click Next to continue. The Select Database Options screen appears.
Figure 16. Select Database Options screen
3. Choose one of the following database options:
New Database Installation
Upgrade Database Installation
4. Click Next to continue. The SDM License Agreement screen appears.
Figure 17. SDM License Agreement screen
5. Review the License Agreement contents, click the I accept the agreement radio button, and then Next to continue. The Select Destination Location screen (Figure 18 on page 5) appears.
Figure 18. Select Destination Location screen
6. Do one of the following:
If you want to use the default directory, click Next. The default directory location is C:\SDM.
If you want to use a different directory, enter the path or click Browse to locate the directory. Click Next when you are ready to continue.
The File Exists dialog box appears (Figure 19).
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Figure 19. File Exists dialog box
7. Click Yes to continue. The Select Components screen appears.
Figure 20. Select Components screen
8. Select the various components to include with the SDM installation:
IMPORTANT: For a new installation, check all the components.
SDM GUI upgrade/installation – Files that comprise the SDM user interface software screen.
SDM Service installation/upgrade – Files that comprise the SDM service software.
SDM Device firmware installation/ upgrade – Files used to download to the various devices on the network (for example: UltraLink -02, -03, -05; Hand Held Scanner Deactivator; Local Device Manager).
Sample INI Files for SDM – Files containing standard device configurations that can be selected to quickly configure a device.
9. Click Next. The Select Additional Tasks screen appears.
Figure 21. Select Additional Tasks screen
10. If desired, click the checkboxes to create a desktop icon and/or a Quick Launch icon. Both icons provide a shortcut for starting SDM.
11. Click Next to continue. The Ready to Install screen (Figure 22 on page 6) appears. This screen provides a summary of the selected user options and shows what is going to be installed.
Figure 22. Ready to Install screen
12. Review the contents of the Ready to Install screen, and then click Install to continue.
The Installing screen appears, and the files install to the computer.
Select desired
components
Select to create
shortcut icons
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Figure 23. Installing screen
When the installation is finished, the Completing the Smart Device Manager Setup Wizard screen appears.
Figure 24. Installation complete screen
The installation complete screen provides options for launching applications once the installation has been completed.
IMPORTANT: For a new installation, ensure all the options are checked. If you are upgrading to a new SDM version, you can uncheck any or all the options except Launch Install SQL Scripts.
Launch Install C++ Runtime – Launches the runtime installation script needed for the SDM server.
Launch Install SDM Service into Service Control Manager – Launches a batch file
that properly installs the SDM Service.
Launch Install the database connection string – Creates the encrypted database connection string necessary for SDM to use to connect to the Microsoft SQL server database.
Launch Install SQL Scripts – Launches
and installs the SQL scripts.
13. Check the options you want, and then click Finish to complete and close the installation program.
The Microsoft Visual C++ 2005 Redistributable message box appears.
Figure 25. Microsoft Visual C++ 2005 Redistributable message box
14. During this installation step, the connection string is encrypted for the SDM Service to connect to the database. The SDM Service DOS screen appears.
Figure 26. SDM Service DOS screen
This screen indicates the successful installation of the SDM Service into Windows Service Control Manager.
15. Press any key to continue. The SQLCMD DOS screen appears (Figure 27) and displays the results of the SQL script installation.
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Figure 27. SQLCMD DOS screen
This screen automatically closes and returns you to your Desktop.
16. To start the Smart Device Manager application,
double-click the icon ( ) on your Desktop.
The Smart Device Manager title screen appears indicating that SDM 2.5 has started.
Figure 28. Smart Device Manager title screen
User Configuration
Add Users, Change Passwords
If there are users that will have limited access (for example, no Administrator access), then these additional users must be added as Normal users. Refer to the CBC-4020/4030/405X Series Smart Device Manager 2.5 Administrator’s Guide for detailed information.
Group Level Configuration
Create Appropriate Number of Group Levels
Figure 29. Group Levels Editor dialog with Region Added
By default, the SDM is configured with three group levels: Corporate, Division, and Store. These levels can be renamed, and additional levels can be configured. However, in general, these three levels are sufficient.
Group Configuration
From Tree, Configure All Groups (Divisions, Stores, etc.)
Once group levels have been set, you should configure all divisions under the corporate node and all stores under division nodes.
Auto-Discover Will Automatically Add Devices. If Not, Configure Devices
If any devices are discovered that are not associated with a store in the hierarchy tree, the devices will be assigned as orphans. Refer to the CBC-4020/4030/405X Series Smart Device Manager 2.5 Administrator’s Guide for instructions to assign orphans to the appropriate store.
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Alarm Data Server Configuration
Figure 30. External Alarm Data Server – Edit screen
To export data collected from smart devices, an alarm data server must be configured. Refer to the CBC-4020/4030/405X Series Smart Device Manager 2.5 Administrator’s Guide for detailed instructions.
Note: If SMTP is selected in the Address/Site field, ensure that the E-Mail alert system SMTP server and port assignment have been designated.
Schedule Setup
Configure a Device Data Upload Schedule With All Devices
To extract data from smart devices on a regular basis, a scheduled task must be created. In the Schedule Type field, ensure Device Data Upload is selected.
Note: Setting the Frequency field to Daily is recommended as is setting the upload Start Date and Time fields to a date/time when the network is usually not busy.
Figure 31. Schedule – New Device Data Upload dialog
Configure a Device Data Export With An Alarm Data Server (Figure 32)
To extract data from the SDM database and send it to the alarm data server, select Device Data Export in the Schedule Type field. Also, select a Start Time that is at least 30 minutes after the scheduled device data upload time. The frequency of this scheduled task should coincide with the frequency of the device data upload task.
Figure 32. Schedule – New Device Data Export dialog
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Creation and Assignment of Default Configuration Settings
Figure 33. Device Settings dialog
Generally, there is a set of configuration variables that is the same across all smart devices attached to the SDM (Figure 33). These settings should be included in a default configuration (Figure 34) and then assigned to the various types of smart devices that will be attached to the SDM.
E-Mail alerts can be advantageous, especially for the period after the initial installation of the SDM. Depending on the smart devices being used and the features installed, many of the items in the Exceptions section of the Setup Alert dialog box could be selected (Figure 35). Once an E-Mail alert has been configured, it should be scheduled on a daily or weekly basis (Figure 36). A user could actually create multiple alerts and schedule them separately, allowing the user to schedule critical alerts on a daily basis and less critical alerts for weekly alerts.
Figure 36. Schedule: New alert dialog
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The following screens (Figure 37 and Figure 38) show examples of possible listings of scheduled tasks.
IMPORTANT: The daily pull task requires a Group to be assigned. This can be done by dragging a Group level from the device tree screen (see Figure 1 on page 1) to the Group/Device Description column of the Scheduled Tasks screen.
Both uploads and downloads require Group/Device descriptions to be defined.
Figure 37. Scheduled Tasks – Device Data Upload example
Figure 38. Scheduled Tasks – Device Configuration Download example
