Please follow these instructions to set up one machine in the store to be a ScannerPal server for all of the ScannerPal devices at a site. The instructions below assume this is a machine that is running Artisan (in order to find the connection parameters). It may or may not be the same machine as the database server.
Note: Though the app on the device is labeled “TracerPlus,” this is CerTek’s ScannerPal app.
In order for ScannerPal to work correctly, please:
- Ensure Wifi is running on devices before you begin, and that they are connected to the same network. (BE CAREFUL WITH 2 NETWORKS LAN + WIFI – we have had to disconnect LAN for Artisan to prioritize using the WiFi IP Address).
- Ensure you are running a recent version of Artisan (not an earlier version, like 4.6).
- Leave the “Connect” program open – do NOT close it. It must remain running to keep syncing with the device.
Steps
Click images to enlarge. Note: Since the software has to be running on the network, putting the ScannerPal programs on the main register is usually best. It is also a good idea to put the server computer on a fixed IP address.
1. Install the “Desktop” program first, then “Connect“. (Sometimes we refer to both files as “TracerPlus,” even though these are two separate programs). Currently, we’re using version 10.5, which you can find in DropBox\Install\Utilities\TracerPlus.
1b. Copy the two ScannerPal project files (one “.tpe” and one “.tce”) onto this computer from Dropbox\Install\Artisan\4.7\TracerPlus (for now). By convention, they can go in “Documents\Artisan\ScannerPal“.
2. Install the Postgres ODBC 32-bit driver: https://www.postgresql.org/ftp/odbc/versions/msi/ Pick the latest one (highest version number) ending in “-x86”. 64 bit WILL NOT work.
3. Open the 32-bit ODBC Data Sources manager.
4. Click on the “System DSN” tab. Click “Add.”
Select the “Unicode” PostgreSQL driver you just installed, then select “Finish.”
5. Fill out the following screen with details that match the “About Artisan POS Software” screen. To find this information, click on “Help,” and “About” in Artisan. Note: These fields must be correct as this is how the device will communicate with Artisan. If you change the port number or server location in Artisan, you must update the ODBC settings.
- Input Artisan POS 4 as the “Data Source” field.
- Input the “Database Name” from Artisan into the “Database” field.
- Input the “Database Server Address” from Artisan into the “Server” field (not the Machine Name).
- Input the “Database Server Port #” into the “Port” field.
Leave “Username” and “Password” blank.
The “Description” is optional but we recommend inputting it as “Artisan POS ScannerPal.”
Leave “SSL” set to “disable.“
Press “Save.” (You cannot use the “Test” button here.)
6. In the “Desktop” program, click on “File,” then “Import.”
Select “From file (.tpe),” then “Next.”
Locate the .tpe file from step 1b and finish importing it into the program.
Save the new project file into an “Artisan ScannerPal” folder in the TracerPlus Desktop / Projects folder.
7. Switch to the “Connect” program.
Select “File,” “Import,” and “Close Current Project.”
Find the .tce file, the file from step 1b and select it to import into TracerPlus Connect.
You will get a message during the import that says the linked Desktop project was not found. Select “Yes” on the dialog and then locate and select the Artisan ScannerPal desktop project that you saved in the previous step.
You must repeat this project linking THREE times. It may seem like it’s stuck in a loop, but it needs to be done for each of the 3 sync profiles in the Connect project.
8. Once this is imported, check the Item Records area. There should be no red on this screen, like the red this example shows. If these fields are red, then the connection failed. If they’re not red, then all the connections were found.
9. Click on “File,” “Save As,” and save the document as “Artisan ScannerPal” in the “TracerPlus Connect\Projects” folder.
10. Open the “Desktop” program. We’ll need to tell ScannerPal where this computer is located.
To do so, open the “Command Prompt” dialog on the computer.
Type “ipconfig/all” to locate the IP 4 address.
If the ScannerPal project is not already open in “Desktop“, go to “File,” “Open” and locate “Artisan ScannerPal”.
On the “Connect” tab, click into the “Host Name/IP Address” field to edit it to the computer’s IP address, since this is the Host address (where the Connect server will be running).
11. Save the file (“File,” then “Save” or the “Save” icon in the top left corner). This goes into “Documents.”
12. Click on the “Build/Deploy” button to send to the terminal and allow access to Public and Private.
This will then display a QR code on the computer.
13. On the PDT, tap on the side menu icon and select “Download Project.” Scan the QR code with the PDT. This just copies the IP address we just entered into the program to the PDT so you don’t have to type it in again.
REMINDER to LEAVE the “Connect” application open. You may close the “Desktop” application.
NOTE: If you are running the wrong version of Artisan (not using the latest version of 4.7), you will receive an error when trying to run ScannerPal, and the Destination Fields will turn red to indicate an error.
If Nothing Works
If the above steps do not work, try these SQL commands:
GRANT USAGE ON SCHEMA pos TO device;
GRANT REFERENCES, INSERT ON TABLE pos.ifile TO device;
GRANT REFERENCES, INSERT ON TABLE pos.scanjob TO device;
GRANT REFERENCES, INSERT ON TABLE pos.scanline TO device;
GRANT SELECT ON TABLE pos.ilookup TO device;
GRANT SELECT ON TABLE pos.ifile TO device;
-- For remote only:
-- (Not sure why "REFERENCES, INSERT" didn't work for change_log)
GRANT ALL ON TABLE pos.change_log TO device;
GRANT USAGE ON SEQUENCE pos.change_log_sequence TO device;