Overview

To add a company to PanatrackerGP:

1. Grant the Panatracker SQL login access to the company
2. Download and run required scripts
3. Create the company record on the PanatrackerGP portal and aim it at the proper database
4. Create a profile that ties into that company
5. Attach a handheld or user to the profile for the newly created company

Detailed Instructions

Grant SQL Login Access

1. Open SQL Management Studio and login to the SQL server where your GP company databases are stored.
2. Locate the Panatracker login (by default this is called Panatracker) found under Security > Logins. Right-click and select Properties.
3. On the User Mapping page, locate the companies you wish to use with PanatrackerGP.
4. Check the box for DYNGRP database role membership.

Create Company and Profile Records

1. Login to your PanatrackerGP portal.
2. On the Companies page (located under Configure) select Add new record.
3. The Company Name can be whatever you choose. The Database Target however, must match the name of the database as it appears in SQL Server Management Studio.
4. Navigate to the Profiles page on your PanatrackerGP portal (one down from Companies under Configure).
5. Select Add new record. Name the profile and select your newly created company.

Download and Run Required Scripts

1. Append /admin/scripts to your PanatrackerGP portal address. For example, if your PanatrackerGP portal address is http://gpserver:81, you'll want to navigate to http://gpserver:81/admin/scripts.
2. Tap the link to download any scripts that would be required for PanatrackerGP operation based on your licensed features. The scripts will only appear if you are licensed for that feature. If you have any questions about what scripts should be run, don't hesitate to reach out to us.

Required Scripts by Feature

• Create synonyms script — Required for all PanatrackerGP installations
• Create project transfer procedure script — Required for installations where Project Transfer transactions are performed
• Create assembly procedure script — Required for installations where Assembly transactions are performed
• Create Directed Transfer script — Required for installations where Directed Transfer transactions are performed
• Create Basic (or Advanced) Order Fulfillment Script — Required for installations where order fulfillment transactions will be performed
• Create label views script — Required for installations where automated label printing will be performed

Attach Profile to Handheld

If you utilize user logins for the handhelds, skip to the next section.

1. On the Devices page, choose the device you would like to use with the newly added profile.
2. Tap the pencil icon next to the device. In the pop-up window, there will be a drop-down menu. Select the profile that represents your new GP company.
3. Restart the PanatrackerGP application on the handheld. You will then be set to use the new company.

Attach Profile to User Login

If utilizing logins on the handhelds, you will either want to change the profile a current user uses or create a new user to use the new profile.

1. Navigate to the User Administration page of your PanatrackerGP portal.
2. Choose the user you wish to utilize the new profile with, tap the pencil icon. In the Default Profile dropdown, select the profile you wish to use.
3. If creating a new user, select Add new record. In the Default Profile dropdown, select the profile you wish to use.