RFID Tracking System Upgrade

Upgrade Instructions Version 3.x

3M Track and Trace Solutions 3M Center, Building 225-4N-14 St. Paul, Minnesota 55144-1000 78-8129-3971-4, Rev. A

© 2005-2009, 3M. All rights reserved. 3M™ RFID Tracking System Version 3.0 Upgrade Instructions 78-8129-3971-4, Rev. A 3M is a trademark of 3M. Microsoft, Windows, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The information contained herewithin is intended for use by 3M customers, agents and employees, and should not be distributed to outside parties.

Upgrade Instructions Table of Contents Introduction ......................................................................................................... 1 Upgrade Kit contents....................................................................................................................................... 1 What’s new in Version 3.0… ........................................................................................................................... 1

Upgrading from Version 2.1x ............................................................................... 2 Step 1 – Upgrade the Server to 3.0................................................................................................................. 2 Step 2 – Install the 3M Standard Reports and Microsoft Report Viewer........................................................ 13 Step 3 – Upgrade the client PCs to version 3.0............................................................................................. 14

Appendix A – Create a 3M Standard User account in SQL................................ 18 Create the 3M Standard User account .......................................................................................................... 18

Appendix B – Setup and configure IIS 6 on Windows Server 2003 .................. 21 Install and configure IIS 6 on Windows Server 2003 ..................................................................................... 21 Enabling ASP.NET Extensions...................................................................................................................... 22

Appendix C – Setup and configure IIS 7 on Windows Server 2008 .................. 23 Install and configure IIS 7 on Windows Server 2008 ..................................................................................... 23

Appendix D – Setup and configure Reports for RFID Tracking System ........... 24 Install the Microsoft Report View 2005 SP1 application............................................................24 Install the 3M standard reports for Locator in Reporting Services ............................................24 Appendix E – Automating Client Upgrades........................................................ 28 Creating a response file ................................................................................................................................ 28

How to create a response file for new software installation: .....................................................28 How to create a response file for upgrades:..............................................................................28 Running the Setup program with a response file ........................................................................................... 29

Appendix F – Known issues and their work-arounds ........................................ 30 3M Service ......................................................................................................... 32 Information to gather ..................................................................................................................................... 32 3M Service phone numbers........................................................................................................................... 32 3M Track and Trace Solutions Web Site ....................................................................................................... 32

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Introduction 3M assumes that qualified IT staff and others who understand your organization’s network architecture, capabilities and policies will supervise and perform the 3M RFID Tracking System upgrade procedures described on the following pages. Although these instructions are your primary source, other related documentation is referenced on the following pages. NOTE: This upgrade will only work if you already have version 2.1x installed. If you have version 1.0 or 2.0, you must first upgrade to 2.1 and then you can upgrade to 3.0. Please contact 3M Software Support to obtain the version 2.1 upgrade software and install it before running the upgrade to version 3.0.

Upgrade Kit contents Upgrade Instructions

3M RFID Tracking System v3.0 CD-ROM

3M RFID Tracking System User Guide, Pad Monitor User Guide, System Manager User Guide, Locator User Guide v3.0

3M RFID Handheld Tracker CD-ROM V5.30

3M RFID Handheld Tracker User Guide v5.30

What’s new in Version 3.0… There are several new feature changes in Version 3.0 of the 3M RFID Tracking System. These are: Web-based Locator software — The Locator software is now a web-based application that runs on a Microsoft IIS 6 or better server in your environment. All the same functions are in the web application: Group Selection, simple and complex search features, view folder history, checkout of files (if this feature is enabled for that PC) and wildcards.You can also export selected records to a CSV file from the Locator screen. Internet Explorer 6.0 or better is required. NOTE: When you install the web locator, it can only point to one RFID tracking database. If you have more than one tracking database (one test database and one production database), then you will need to install one web locator for each database you want to connect to. You can have multiple web servers point to one database, but these should be on different server. Real-Time Alerting — This is a new feature in version 3.0. As part of the web-based Locator software, you can select one or more files to be on a “watch list”. You would provide your email address and when any of the items you have selected are checked in or out on a tracking pad or have been inventoried with the handheld, an email message will be sent to you with information on when and where the file was just seen. Once the email message has been sent, that file will be removed from the watch list. You can manually remove your email from files on a watch list. Access to an SMTP server is required from the SQL database server. Vista Support — Version 3.0 of the RFID tracking system now supports Microsoft Vista Business SP1 or better operating system as well as Windows XP SP2 or better. Settings and logs for the client installed applications (Pad Monitor and System Manager) are now stored in C:\ProgramData\3M\FT\ instead of C:\Program Files\3M\FT to allow non-administrative users to read and modify these files. NOTE: Windows 2000 is no longer supported as a client operating system and SQL 2000 is no longer supported for the database.. Basic Reporting — Using Microsoft SQL Reporting Services (a web-based reporting tool), the RFID Tracking system will initially provide 3 basic reports: 1 – Items checked in by location (or all locations) between 2 dates 2 – Items checked out by location (or all locations) between 2 dates 3 – Items without any activity between 2 dates If additional or more complex reports are needed, 3M can work with you to develop custom reports. Copyright © 2005-2009, 3M. All rights reserved. RFID Tracking System Version 3.0 Upgrade Instructions, Rev. A

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Upgrading from Version 2.1x Step 1 – Upgrade the Server to 3.0 First and foremost, MAKE SURE YOU HAVE A CURRENT BACKUP OF THE RFID TRACKING DATABASE BEFORE YOU BEGIN THE UPGRADE! When you are upgrading the server, it is highly recommended that you install the web Locator on the same server as the tracking database. You must have IIS 6 or higher installed before you can install the new web locator. Please see Appendix B or C (depending on your version of IIS) on how to configure IIS. You will also need to have Microsoft Reporting Services installed to run the web-based reports and you will need to install the Microsoft Report Viewer software. To upgrade the server, you will need to know how the client will connect to the 3M SQL database, and then create the appropriate accounts and rights to the database before you begin. If you choose to use the 3M standard account, see Appendix A for instructions on how to create this account in the 3M SQL database and then set up the password before you begin upgrading clients.

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Run the Setup.exe program for Version 3.0. A message will appear telling you there is a previous version of the RFID Tracking System installed. In order to perform the upgrade, the old version must be uninstalled. You are asked if you wish to proceed with the removal of the old version:

When you click Yes you will get a second message asking to confirm the removal of the old version.

Click Yes again. Version 2.1 will be removed from the server.

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The installation of version 3.0 will now begin. The Welcome screen will be displayed. Click Next to continue:

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You will see the software license screen appear. If you agree to the terms of the license, click Yes.

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Select the software / features you want to install on the server. It is recommended that you select the Web Server and Tracking Database so that the database can be upgraded and the web Locator be installed on the same server. System Manager should also be installed to automate the data imports. If you had System Manager installed in version 2.1 it will be selected. Make sure System Manager, the Locator Web Server and the Tracking System Database are selected and click Next to continue.

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Enter the 3M RFID System software license key for Version 3 that came with the software, and then click NEXT.

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Enter the language for the RFID System application (the installation will be in English) and click NEXT. NOTE: Currently only English is supported.

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Enter the web page name for the Locator software. The page and settings will be installed on the IIS server on this computer. Do not put any spaces or special characters in the name. When the system creates the web page, you can access it in any web browser by entering http://server/3M_Locator where server is the name of the server with IIS. Click NEXT to continue.

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The server and database names of the previous system should be displayed. Make sure these settings are correct. You can use the full server name instead of (local). This will ensure the server name is listed on the Locator Web page instead of (local).

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You must now select the authentication method you wish to use for System Manager to connect to the database. Remember that whatever authentication you choose must have sufficient rights to the SQL database. Click NEXT to continue.

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If the password is not strong (minimum length 8 characters with upper, lower case as well as a number and special characters), you will get a warning message to remind you about having a strong password.

10 Select the folder where System Manager will be installed and click NEXT.

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11 You will see a summary page of your selections. Click NEXT to continue.

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12 Once the software has been installed, you must upgrade the database to Version 3.0. Select the Upgrade option and click NEXT to continue.

13 The program is now ready to upgrade the database and you will see a message to this effect. Click Next to upgrade the database.

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14 You will then see the server and database name appear again. Confirm this is the correct server and database that you want to upgrade and click Next to continue.

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15 You now must select how the database will be upgraded. You can select Windows or SQL authentication. Click the “Test Connection” button before you can proceed. This will ensure that you will be able to proceed without any problems.

If your entries are correct, you will see a screen telling you the connection succeeded and the Next button will be enabled.

If there is a problem (server name or database was incorrect, or the authentication ID and password were not correct) you will see this screen:

NOTE: YOU WILL NOT BE ABLE TO CONTINUE WITH THE UPGRADE UNTIL YOU HAVE SUCCESSFULLY CONNECTED TO THE SERVER AND DATABASE USING THE PROPER CREDENTIALS.

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16 You are now at the point of configuring the email alert feature in Locator. You must specify an E-Mail ID (address in the form of [email protected]) that will be used to send the alert messages, as well as the SMTP server name, Port number (25 is the default), whether or not the SMTP connection must be encrypted (Require SSL) or if it even requires authentication. A user name and password to connect to the SMTP server must be provided if you are using authentication.

Once you have entered these fields, you can verify these settings are correct by clicking on the “Send Test Email” button. If the settings are correct, an email will be sent to the E-Mail ID. The message will have the subject “Hello from 3M File Locator Alerting Service” and the body will have the message “Your SMTP Server configuration is setup correctly!”, you will see the following screen and the NEXT button will be enabled:

If the email fails, then verify the data fields are correct and try sending another test message. The NEXT button will not be enabled until you have successfully sent an email message.

17 You are now ready to upgrade the database and configure it for the email-alerting feature. Click Next to continue.

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18 When the database has been updated, you will see the following screen. Click FINISH to complete the upgrade of the server.

Step 2 – Install the 3M Standard Reports and Microsoft Report Viewer Once the server and database have been upgraded to 3.0, you can install the three standard reports that are provided with this release. In order for these to work, you must have SQL Reporting Services installed on the database server. This is an optional component of SQL Server (and Express), and if you need to verify if you have Reporting Services installed, you can do so by following the instructions in Appendix D.

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Step 3 – Upgrade the client PCs to version 3.0 Once the server has been upgraded to version 3.0, you can upgrade the client PCs. Any clients who have version 2.1 installed will still work with the 3.0 database, but their Locator software will still be run from the PC, not the web server, and the alerting feature will only be available in the web version of Locator.

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Run the Setup.exe program for Version 3.0. A message will appear telling you there is a previous version of the RFID Tracking System installed. In order to perform the upgrade, the old version must be uninstalled. You are asked if you wish to proceed with the removal of the old version:

Click Yes to proceed. You will be asked a second time if you want to uninstall version 2.1. Click Yes.

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You will now see the Welcome screen for version 3.0. Click Next to continue.

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The License Agreement screen will appear. Read the software license (you cab also print it if you wish) and click Yes to accept the terms and continue with the upgrade.

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The installation of version 3.0 will now begin. Depending on what components you had installed in version 2.1, Pad Monitor and System Manager will be checked if you had them installed if you had them. Locator is now web-based so there is no option to install it on the computer. Click Next to continue.

Copyright © 2005-2009, 3M. All rights reserved. RFID Tracking System Version 3.0 Upgrade Instructions, Rev. A

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If you had Pad Monitor installed or if you selected it, you will be asked if you want the Pad Monitor program to start automatically when the computer starts. Enabling this will allow the pad to work even if no user is signed in to the computer. It is recommended that for file room and desktop PCs with a tracking pad that this feature be enabled. Click Next to continue.

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You are now asked where the software components for Pad Monitor and/or System Manager will be installed. Use the default folder or select an alternate folder and click Next to continue.

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A summary screen with your choices will be displayed. If these settings are correct, click Next to install version 3,0. NOTE: Your settings for the server name, database name and connection type will be used from 2.1 so you do not need to re-enter them. These settings are stored in C:\ProgramData\3M\FT\FileTracker.

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When the new software is installed and configured, click Finish to complete the upgrade..

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Appendix A – Create a 3M Standard User account in SQL Create the 3M Standard User account Before you can use the 3M Standard user account, it must be created in the database. Since the installation program removes components on the client PC, we recommend you do the following to create the account:

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Go to a PC that does not have any of the 3M RFID modules installed on it.

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Run the Setup.exe program for RFID version 2.1. Follow the prompts until you get to the Select Features screen.

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Check only the 3M RFID Tracking System Database (SQL Server) option, and then click Next.

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Enter the license key for the RFID SQL software (this should be on a sheet of paper on the inside of the system manual), then click Next.

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If this is an upgrade (you already have a tracking database in use), select the Upgrade option, then click Next.

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The following screen will tell you that an update to the database will be done. Click Next.

Continued on next page…

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Make one of these selections to connect to the database for the purpose of upgrade. This user needs to have the appropriate privileges:

The Windows credentials of the login user will be used to connect to the database during the upgrade.

If you select a SQL account, you will be asked to enter the SQL ID and password.

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Click Next.

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Enter the name of the server where the database is (or will be), then enter the name of the database and click Next.

Continued on next page…

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10 To create the 3M account in the database, select 3M RFID Tracking System Standard User and click Next.

11 Enter the password you want for the 3M SQL account, and then click Next.

12 You will see a message that the database will be upgraded. Click Next. The database will have the 3M standard account created with the password you entered.

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Appendix B – Setup and configure IIS 6 on Windows Server 2003 Install and configure IIS 6 on Windows Server 2003 NOTE: Administrator rights are required for the following steps.

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Open Control Panel and navigate to Add or Remove Programs

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Click on Add/Remove Window Components

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Click on Application Server and then click on Details

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Enable ASP.NET

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Enabling ASP.NET Extensions 1

Go to Start – Run and type Inetmgr and click OK.

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In IIS Manager expand the local computer, and then click Web Service Extensions.

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In the details pane, Select ASP.NET 2.0.50727 under Web Service Extension, and then click Allow.

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Appendix C – Setup and configure IIS 7 on Windows Server 2008 Install and configure IIS 7 on Windows Server 2008 NOTE: Administrator rights are required for the following steps.

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Open Control Panel and click on Program and Features

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Click on Turn Windows Features on or off.

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Click on Roles and then click on Web Server (IIS)

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On the Right panel scroll to Role Services and then click on Add Role Services

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Enable ASP.NET under Application Development

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Enable Windows Authentication under Security

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Enable IIS 6 Management Compatibility

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Appendix D – Setup and configure Reports for RFID Tracking System Install the Microsoft Report View 2005 SP1 application To install Report Viewer software that is required for the 3M reports to be viewed, download the Report Viewer utility from Microsoft at http://www.microsoft.com/downloads/details.aspx?FamilyID=e7d661ba-dc95-4eb3-89163e31340ddc2c&DisplayLang=en Run ReportViewer.exe and follow the prompts on the screen, taking all the defaults.

Install the 3M standard reports for Locator in Reporting Services To install the reports for the RFID system, do the following. First, copy the RDL folder from the CD to the server (Desktop is okay) On the server, go to the SQL Reporting Services web page (http://localhost/Reports). You will see this screen:

Click New Folder and enter 3MReports (NO SPACE IN THE NAME) and click OK:

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Click on the 3MReports folder and you will see this screen:

Click on Upload File

Click the Browse button and navigate to the RDL folder. Double click the CheckInReport.RDL and make sure you have checked the “Overwrite item if it exists” check box and then click OK.

Repeat these steps for both the CheckOutReport and NoActivityReport.

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You should now see all 3 reports in the 3MReports window.

Click on the CheckInReport to open this folder, and when that opens, click on the Properties tab.

Click on Data Sources on the left side of the screen. You must change the connection string to point to the server and database name of the RFID tracking database. You must also select the connection type on the bottom half of the screen. If you are using the 3M Standard User account OR a different SQL account, select “Credentials store securely in the report server” and enter the name (RFID3M_USER for the 3M standard account) and password. If you are using Windows authentication, you must select “Windows integrated security”.

When you have changed the connection string and set the connection type, click Apply. Repeat these steps for both the CheckOutReport and NoActivityReport.

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Go to the Report Server Home page:

Click Properties and then select New Role Assignment

Add the user or group name (for example Domain\Users) in the Group or user name box and then select both the Browser and Report Builder roles from the choices and click OK.

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Appendix E – Automating Client Upgrades Creating a response file NOTE: Administrator rights are required for the following steps. With the release of the 3M RFID Tracking System version 3.x, it is now easier to deploy the software to new workstations or to upgrade existing workstations using standard Install Shield response files. This document will outline how to create and use response files for both new software installations as well as how to upgrade existing workstations. In order to automate the 3M installation / upgrade program so it can be deployed in silent mode (no user input required), you must first run Setup.exe with the /r switch from a command prompt to generate a response file, which stores information about the selections and options selected by the user at run time. When the command Setup.exe /r is run from a command prompt, it displays all the run-time dialog boxes, and stores the data in a file called Setup.iss, created inside the local system's \Windows folder. If you want to specify an alternative response file location and name instead of the default, you can use the /f1 argument. The /f1 argument allows you to specify where the response file is (or where it should be created) and what its name is. For example: Setup.exe /r /f1"C:\Temp\RFIDUpgrade.iss"

How to create a response file for new software installation: To create a response file, you must run the Setup.exe command from a command prompt so you can add the /r switch and /f1 switch if you want to specify the location and name of the response file. Then, just follow the installation as you would normally select the options for this specific installation. Start with a PC that you can verify all selections will work once the software is installed. When creating a response file for a new software installation, you may need to create several response files based on the various configurations of the 3M RFID modules (Pad Monitor and/or System Manager). This way, you can run the appropriate response file for only the modules that a PC needs. For example: you could create one response file that only installed the Pad Monitor module and connect to the SQL database. You could then create another separate response file would be used to install both pad Monitor and System Manager. You could then run a batch file with the appropriate response file with the Setup.exe command to install the appropriate modules.

How to create a response file for upgrades: Upgrades are somewhat easier as they only require a few selections to upgrade the components already installed on the computer. Just as with a new install, start with a PC that you can verify the upgrade was successful, then use a different PC test the silent install on to confirm the upgrade worked. Since the upgrade is simpler, you should only need one response file for an upgrade, compared to possibly several for a new installation.

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Running the Setup program with a response file Once you have created the response file, you can run Setup.exe /s switch that runs the installation in silent mode, using the responses contained in a response (by default it looks for the file called Setup.iss in the same directory). To specify an alternative file name or location of the response file, use the /f1 option to specify where the response file is (or where it should be created) and what its name is, as in Setup.exe /s /f1"C:\Temp\RFIDUpgrade.iss". Once you know the response file works, you can create a batch file for each response file you wish to use and then have users run that batch file or add it to a user’s logon script to deploy it across multiple machines. NOTE: A silent installation program does not display a dialog if an error occurs. Instead, status information for the silent installation is recorded (by default) in a file called Setup.log, created in the same directory as the response file being used. There is a command line switch, /f2, that can be used to specify an alternative log file name. The /f2 argument allows you to specify an alternative log file location and file name, as in: Setup.exe /s /f2"C:\Setup.log"

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Appendix F – Known issues and their work-arounds If the Web.config is deleted and a repair is performed: If the web.config file is deleted then the setup will copy a blank web.config during repair. The user has to manually enter the credentials in the file. This is by design, as the file locator does not have the UI to change the connection settings. Solution: Enter the credentials manually as per the following in the web.config file as follows:

===================================================================================== If a new DB is installed with new 3M RFID user password File locator website will stop working if a new database is installed with update 3M RFID user. This issue is related with SQL. This will happen only if the 3M RFID user password will be changed during DB install. User has to change manually the password in web.config as there is no separate UI in file locator to modify the connection settings. Solution: Edit the web.config file and update the new 3M RFID password as following:



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===================================================================================== If a prompt for compatibility comes for Visual Studio (VS) 2005. A prompt appear showing Compatibility issue for VS if Locator selected for installation. This happens due to AJAX toolkit installation setup, which tries to access the VS 2005 executables. This is a special issue; it will happen only in Vista/Window Server 2008 if the user has installed VS 2005. This is not a common scenario. The prompt appears due to the some compatibility issues of VS 2005 with windows Vista and WS 2008. This will not cause any functionality issue. Solution: The prompt will not come if the user will install VS 2005 SP1 on his machine.

===================================================================================== 3M RFID user password gets updated during the upgrade from 2.11 to 3.xx.xxx.x A new 3M RFID user password does not get updated in XML during the upgrade if the database is installed/upgraded along with the System Manager and Pad Monitor. If a new database is created during upgrade of System Manager and Pad Monitor, the user will need to change the configuration of those components after configuration. This is because those components preserve their settings during upgrade scenario and will keep pointing to the old DB and settings. Solution: Open the XML file from the ProgramData folder and manually enter the new password in the FTCommonConfiguration.XML as following: “Enter the new password here”

===================================================================================== The 3M RFID user password does not get updated in the restored database. Database connection issue using 3M RFID User for a restored database This is the default behavior of SQL Server user, SQL user needs to be added in respective database to access the db resource. Solution: You need to run a SQL Command to solve this issue: Login to SQL using the sa account or with a Windows Administrator account and run the following code:

USE [3M_RFID_DB] EXEC sp_dropuser RFID3M_USER EXEC sp_adduser RFID3M_USER EXEC sp_addrolemember 'RFID3M_USER_ROLE','RFID3M_USER'

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3M Service Information to gather Before you call for service, please have following information available: • The name, address, and telephone number of your facility • A description of the problem or the issue you want addressed • The model number and serial number of the equipment (located on the serial label), if the call is in regard to a system problem Model Number _________________________ Serial Number _________________________

3M Service phone numbers For questions regarding your system, call one of the following numbers. In the United States 1-800-328-0067

In Canada English 1-800-268-6235 Français 1-800-567-3193

In other countries Call your local 3M office.

3M Track and Trace Solutions Web Site The 3M Track and Trace Solutions Web site can be located at http://www.3M.com/RFID.

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