Handheld Ordering Client

Installation Guide

A Visual Reference

HOC 1.5

January 31, 2005

Revision History

Revision / Date / Author / Notes
0.1 / 2/2/04 / Joe Knize / Initial version
1.0 / 3/15/04 / Joe Knize / Final 1.3.1version
2.0 / 6/6/04 / Joe Knize / 1.4.0 version
3.0 / 12/10/04 / Paul Gingrich / 1.5.0 version
3.1 / 1/31/2005 / Paul Gingrich / Embedded VB
3.2 / 1/31/2006 / Sam Gordon / Cluster URL

Definitions

DVO – Direct Vendor Ordering system

HOC – Handheld Ordering Client

Table of Contents

Revision History

Definitions

Table of Contents

Introduction

Upgrading from previous versions of HOC

Upgrading from Pocket DVO 1.3.1

Microsoft ActiveSync

Microsoft .NET Framework 1.1

Embedded Visual Basic for PocketPC 2003

HOC Client Install

Setup.

Re-installing the HOC Device Client

Getting HOC Device Client into the PocketPC Start Menu

Desktop permissions

Introduction

HOC Device Client 1.5 is part of the HOC 2.1 package. The entire HOC package includes the device client software that runs on the handheld as well as a number of desktop utilities for configuration, synchronization and delivering files to DVO.

For a brand new install, you will install these applications:

  • Microsoft ActiveSync 3.7.1, the software that allows communications between the PC and the handheld;
  • Microsoft .NET Framework 1.1
  • HOC 2.1.1808 which includes HOC Device Client 1.5 and utilities for configuration, synchronization and delivering files to DVO

Previous versions of HOC required an installation of Embedded Visual Basic Runtime for handhelds running Pocket PC 2003. The HOC 2.1.1808 installer includes the Embedded VB Runtime, so it is no longer necessary to install Embedded VB separately. In case this install does not work on your handheld, we have included instructions for manually installed Embedded VB.

All packages should be installed under a Windows account with “Administrator” privileges. Users can login and use HOC under their own accounts, but they must be members of the Windows group “Power Users”.

Upgrading from previous versions of HOC

For an upgrade from HOC 1.4 to HOC 1.5, you can skip the installations of Microsoft ActiveSync and MS .Net Framework 1.1.

You only need to download the HOC installer package and install HOC as described in the HOC Client Install section.

Upgrading from Pocket DVO 1.3.1

For an upgrade from Pocket DVO 1.3.1 to HOC 1.5, you can skip the installation of Microsoft ActiveSync. You will need to install Microsoft .NET Framework 1.1.

Uninstall Pocket DVO 1.3.1 using Windows “Add or Remove Programs”. If there are no other regional applications on the handheld, perform a hard reset to remove Pocket DVO from the handheld.

Download the HOC installer package and install HOC as described in the HOC Client Install section.

Microsoft ActiveSync

MS ActiveSync is an application that allows the PC and the handheld device to communicate. Download it here.

Save it to the desktop.

Double click MSASYNC to launch the installer.

Next

Next.

wait…

Connect your device. ActiveSync will recognize your handheld ask to set up a partnership.) Select “guest” partnership.

Next.

The connection is now synchronized. This screen will come up now, and whenever you dock the handheld. You may close this window by clicking the X in the upper right corner.

Microsoft .NET Framework 1.1

Download the installer to your desktop. Double click on the file to run the installer:

Embedded Visual Basic for PocketPC 2003

If the HOC install did not successfully install Embedded Visual Basic for PocketPC 2003, then you can download the cab file from this link:

Copy the self extracting cab file to the My Pocket PC folder on your handheld. From the handheld, find the file use the “File Explorer” program, then tap on the file to start the extraction. That’s all.
HOC Client Install

Download the install package appropriate for your handheld here (unless your region has set up another download site). There are currently three brands that are supported: Symbol, HHP, and Intermec. Download the complete client install package for the latest production version.

Save the install package to your desktop.

Double click on the file to launch the installer.

Click Run.

Wait….

Next.

Client Installation, Next.

Install.

Finish.

Now the handheld installer will launch.

Next.

Install

If this is an upgrade, you’ll be prompted to proceed. Click “Yes”.

For a new installation, you’ll see this dialog. Click “Yes”.

wait…. Go get your favorite frosty beverage.

Ok.

If this is an upgrade, you’ll see a prompt on the handheld. “Whole Foods Market WFM HOC Device Client is already installed. Re-install?” Click “OK”

“Would you like to replace the existing file?” Click “Yes to All”

Finish.

Setup.

Setup with HOC Control Panel 2.1.1808 (HOC 1.5)

Now we will set up the HOC Control Panel. To access the control panel, right click the Control Panel icon in the system tray, and select Show Control Panel. If the Control Panel is not in the system tray, double Click its icon on the desktop to start the application. It will now run in the background, and will start every time the computer starts up.

This screen lists all your services. If there is a service that is not required, simply delete it from the list.

If this is an upgrade, select your service and click “Edit Service” to verify the settings.

If this is a new install,

Check Local PC

Click Add Service

Fill out the local services form.

Remote Address / soswebprd1.wholefoods.com
User Name / msiuser
Password / msi_user

Please note that if this is a test install, the remote address will be scadev2.wholefoods.com, and Service Name will be DVO-QA.

Click Apply.

Next, let’s configure the handheld.

Click on the Devices tab.

If this is an upgrade, your device will already have been detected. If this is a new installation, follow the steps below.

Click Detect.

The device name should appear as above. (If it does not, undock the device, wait 5 seconds, then reconnect it. Make sure the ActiveSync process completes, then click on Detect again.)

Now click Register.

OK.

Your screen should appear as above, but with a different device name.

Click “Configure” to get the configuration screen.

If this is an upgrade, click the “Get Current Settings” button, to retrieve and verify the configuration settings from the handheld.

If this is a new installation, fill out the configuration form.

  • Device identifier is a letter designation to distinguish the different handhelds at your store. Use letter “a” for your first unit, letter “b” for your 2nd, etc.
  • Store Business Unit is your store PeopleSoft identifier. Your regional office will have this for you. In our example, 10036 is for the Gateway store.
  • Purge Frequency in Days. The HOC client maintains an archive of old orders. Orders older than the purge frequency setting (10 days in our example) are purged from the handheld
  • AutoSave Timeout (in minutes) – When the number of minutes in the time out is reached with no activity on the device, any order in progress is automatically saved and the HOC Device Client shuts down. This can help out to save battery power. You will need to select the saved order when you restart HOC.
  • Save Items As Entered means that your order will be saved on the handheld as you make it. If the HOC Device Client crashes, your order will be retrieved next time you launch the client.

For either an upgrade or a new installation, click ‘Configure Now” to write the configuration settings to the handheld. You will get a confirmation message.

Next we’ll write the service to the handheld.

Click the Device Order Services tab.

For a new installation, Check WholeBody DVO and check the desired settings. “Expand zero-suppressed UPC” is for Symbol units only. Your region may want you to select other options.

Click Push to Device

Click File, Exit to exit the configuration utility.

Now click the Options tab.

Verify that the Default URL is set. After an order is uploaded, the user will have the opportunity to launch MS IE at the specified address.

Your handheld is ready to go!

Test the connection by running the HOC SyncAgent. Right mouse button the HOC Control Panel in the system tray and click on “Start SynchAgent”.

The HOC SyncAgent will appear every time you dock your device. As it says, do not disconnect the device until it is finished.

Time to make your first order. Remember that you’ll need to scan some items authorized for your store; otherwise we won’t create a purchase order.

Re-installing the HOC Device Client

In the case that your handheld battery completely discharges, you may need to re-install just the HOC Device Client. You can rerun the original installer file or double click the extracted Setup.exe file at

C:\Program Files\HOC for Pocket PC\HandheldSetup

Select the “Repair” option.

After HOC Device Client is installed, you will need to configure the handheld as explained earlier. You will also need to push the WholeBody DVO service to the handheld.

Remember to keep the handheld in its charger when not in use!

Getting HOC Device Client into the PocketPC Start Menu

The PocketPC “Start” menu only displays 9 applications. If you want HOC to appear on the “Start” menu, follow these steps.

  • On the handheld, tap “Settings”
  • Tap “Menu”
  • Uncheck “Contacts”, “Inbox” and “Notes”
  • Check “HOC Device Client”
  • Tap “OK” in the upper right

HOC Device Client should now appear in the “Start” menu.

Desktop permissions

All packages should be installed under a Windows account with “Administrator” privileges. Users can login and use HOC under their own accounts, but they must be members of the Windows group “Power Users”.

In the case that you want to “lock down” DVO users (i.e. not give their windows login Power User permissions), these are the exact permissions required by HOC:

  • You have to explicity grant write permissions to the C:\Program Files\HOC folder
  • You have to give write permissions in the registry for the two settings
  • Hkey\Local_Machine\Software\Microsoft\Windows CE Services\AutoStartOnConnect
  • Hkey\Local_Machine\Software\DVOServices