Doc-Trak 2014

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Installation ManualDoc-Trak 2014Infor CloudSuiteInstallation ManualThe Lake Companies, Inc. 2980 Walker Drive, Green Bay, WI 54311 920.406.3030 www.lakeco.com

Doc-Trak 2014Installation And Upgrade InstructionsTable of Contents1.Pre-Installation Checklist . 22.Doc-Trak Installation. 52.1. Installation Components . 52.2. Database Installation. 52.3. Reporting Services Installer . 172.4. Web Server and Client Installation . 212.5. Doc-Trak Polling Configuration Manager . 242.6. Doc-Trak Polling Web Server Configuration Manager . 282.7. PDF-XChange Printer Installation . 333.Doc-Trak Parameters . 464.Doc-Trak Polling License Request & Entry . 795.Doc-Trak Polling Form. 816.Overview of Running Two Doc-Trak Polling Processes. 947.How to setup a Single Doc-Trak Polling Process . 968.How to setup two instances of Doc-Trak Polling. 979.Running Doc-Trak Polling Processing and Doc-Trak Polling Converting on twodifferent Web Servers. . 10010.Setup Doc-Trak Polling in Task Scheduler/Scheduled Task . 10111.Doc-Trak Scanning Prerequisite . 11312.Report Options Task Names (LCDTPDF Reportname ) . 11613.Web Client. 11814.Multiple SQL Server instances for multiple databases may require servers to be linked forDoc-Trak Polling: . 11915.Post Installation Checklist . 12016.Troubleshooting Tips . 122The instructions below assume that the person installing this software is familiar with installationand configuration of Infor CloudSuite. Please read the entire set of instructions before attemptingto install or upgrade this product. There is potential that data could be lost if the proper steps arenot taken. If you read the instructions and have any questions or require assistance during theinstallation, please log your issue with Infor Xtreme Support or contact your Infor ChannelPartner.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 1

Doc-Trak 2014Installation And Upgrade Instructions1.Pre-Installation ChecklistNOTE!! It is essential to review the Doc-Trak Installation Overview document includedwith the Doc-Trak installation download files before installing or configuring Doc-Trak.Before you get started, go through the following checklist.A. Review the Installation Advisories included with the Doc-Trak download.B. .NET Framework version 3.5 Service Pack 1 or higher must be installed on the Web Server.C. Before installing Doc-Trak 2014, make sure Infor CloudSuite has been completely andsuccessfully installed. You should be able to access the Infor CloudSuite database from aclient workstation and run reports.D. Obtain a license for the Doc-Trak Polling process. The license is requested from The LakeCompanies, Inc. To request a license, fill out the License Request Form on our web site:http://www.lakeco.com/forms/DTP LicenseRequest.asp. The SQL server name andpolling database name will be needed when making this request.E. The operating system on all servers (Database, Web Server, and Terminal Server) must beWindows Server 2008 R2. The operating system on the client workstations must beWindows XP Professional SP2 (or higher), Windows Vista (Business or Ultimate), Windows7 or Windows 8 (SL8.03.10 and higher).F. Be familiar with your Infor CloudSuite server configuration. The installation programexamines your current Infor CloudSuite installation.G. What are the App, Form and Object database names for each database on which you areinstalling Doc-Trak?H. Do you have a Web Server? How many? What are the Web Server names? Doc-Trak’s webserver component will need to be installed on each Web Server.I. How many client workstations will have Doc-Trak installed on them (administrativeinstall) or will you be using the Click Once deploy? Web Client?J. Will you have any Web Clients? What browser will they be using? Web clients will alsoneed Java installed and enabled in the browser selected. Make sure to go through thebrowser setup steps in Section 7 of this manual.K. What is the password for user ID sa (SQL system administrator) on each of your databaseservers?L. What is the domain administrator user ID (or user with equivalent permissions) andpassword? A local administrator account cannot be used. If you use an account withpermissions equivalent to the domain administrator, you will need to verify that the userhas sufficient permissions to access shares on the file systems where you plan on placingthe archive documents and to the Infor CloudSuite “report\outputfiles” area.M. As with all software installations and upgrades, make a backup of your databases beforegetting started.Page 2Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsDoc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 3

Doc-Trak 2014Installation And Upgrade InstructionsN. If Doc-Trak polling is currently running, shutdown Doc-Trak Polling:From the Windows Start Menu select All Programs Infor Doc-Trak Doc-TrakPolling (or Start Menu All Programs The Lake Companies Doc-Trak Doc-TrakPolling).From the Doc-Trak Polling Form, select Setup Select Stop Polling.O.If Doc-Trak Polling was previously installed, remove Doc-Trak Polling before startingthe install using the Add/Remove Programs in Windows Control Panel.You are now ready to install Doc-Trak.Page 4Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade Instructions2. Doc-Trak Installation2.1. Installation ComponentsThe Doc-Trak Install.exe installs the following components: Database – App, Forms, Objects, Master and Doc-Trak Polling databases Web Server and Doc-Trak Polling Configuration ClientAll three components can be selected and run at once from the Web Server or run individually.The Database Server, Web Server and Client may be installed several times depending on yourInfor CloudSuite configuration. For example, the Client component may need to be installed oneach Doc-Trak client workstation or on each terminal server depending on your specific InforCloudSuite installation.Note: .NET Framework version 3.5 Service Pack 1 or higher must be installed on the WebServer. If this requirement has not been met, a message will be displayed indicating the.NET framework is the incorrect version and the Doc-Trak Installation will fail.If Doc-Trak Polling was previously installed, stop the polling and remove Doc-Trak Pollingbefore installing, using the Add/Remove Programs in Windows Control Panel. (See the PreInstallation Check List above (N & O) for instructions).2.2. Database InstallationTo begin the installation, run Doc-Trak Install.exe from the Web Server.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 5

Doc-Trak 2014Installation And Upgrade InstructionsAll three components can be run by placing a check mark in each checkbox as illustrated below.Click Next.Note: If you are running the Infor CloudSuite Administrative Client on the server you areinstalling from, you will need to install the Doc-Trak Client component, otherwise the ClientInstallation component is not needed if utilizing the ClickOnce deployment option (part ofthe Web Server Installation component).Upgrade or Service Pack Installation:During an Upgrade or Service Pack Installation you will be prompted to shut down theDoc-Trak Polling.Page 6Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsA.Database InstallationThe Database Connections form is displayed.Select “Add Database” button to add your Master, MaApp, Forms and Object Database(s) oneat a time.You can add multiple configurations, Pilot and test databases at one time using the AddButton.Upgrade or Service Pack Installation:If you are performing an upgrade or applying a service pack, the databases from any previouslyperformed installation will display when this form opens. Choose the Commit button if theinformation displayed is correct.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 7

Doc-Trak 2014Installation And Upgrade InstructionsEnter the Server name, Database Name, User ID, and Password for the database Doc-Trak is goingto be installed on.Each time the “Add Database” button is selected, the “Add Connection” form will appearprompting for the Database Type, SQL Server name, Database name, User ID and Password for thedatabase being added.Click the Test Connection Button to verify it is a valid connection.After the connection has been validated, click the Add button to add the database.Page 8Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsFollow the above steps to add the Forms database for each Infor CloudSuite configuration.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 9

Doc-Trak 2014Installation And Upgrade InstructionsFollow the above steps to add the Objects database for each Infor CloudSuite configuration.Page 10Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsFollow the above steps to add the Master database for each Infor CloudSuite configuration.Master DB is a newdatabase type thatneeds to be installedwhen installing DocTrak 2014 Sp02 orhigher.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 11

Doc-Trak 2014Installation And Upgrade InstructionsDoc-Trak requires a Doc-Trak Polling Database. Add the Doc-Trak Polling Database using thesame steps as used above for the App, Forms and Objects Database.Select “DT Poll DB” from the drop down for Database Type.If this is the first time installing Doc-Trak (new install), click the “Create DB” check box inorder to create the Doc-Trak Polling Database.Upgrade or Service Pack Installation:When performing a Doc-Trak upgrade where a Doc-Trak Polling Database already exists, the“Create DB” checkbox would not need to be selected.Page 12Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsTest the Connection by clicking the “Test Connection” button.If it’s a valid connection, click Add to add the Doc-Trak Polling Database.Fields on the above form: The Install check box allows an administrator to select which database(s) to run theinstallation against. Server displays the server Doc-Trak will be installed on. Database displays the database name Doc-Trak will be installed on. Type denotes if the database is an app, forms, objects, or DTPoll database. Valid indicates whether the database is a valid database connection. Update Allows the administrator to make any changes to the Get DatabaseConnection Information (Server Name, Database Name, User ID and Password).Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 13

Doc-Trak 2014Installation And Upgrade Instructions Remove Allows the administrator to remove any databases no longer needed. Select “All Installs” button will place a check mark in the install check box for alldatabases. Deselect “All Installs” button will remove the check mark in the install check boxfor all databases.Click Commit.You may be prompted to Create New Database for DocTrakPolling. Click OK.Page 14Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsThe screen will show the Doc-Trak components being loaded. This will take several minutesdepending on the number of databases selected during the configuration.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 15

Doc-Trak 2014Installation And Upgrade InstructionsOnce the installation is complete, the Database Install Statistics Form will be displayed. This formwill indicate if the install completed without errors. If errors were encountered, contact InforSupport or your Channel Partner. If the installation finished without errors, click Finish.Page 16Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade Instructions2.3. Reporting Services InstallerThe installer will prompt the user to add Doc-Trak Reports to SQL Server Reporting Services usinga Web URL or a local directory.This should be the same URL and directory specified on the Intranets form in Infor CloudSuite forthe corresponding site. Add Web Server Folder – Select this option to enter a URL and Folder Location for thereports. The form will prompt for the Report Server URL and the Reports Server ParentFolder as shown below:Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 17

Doc-Trak 2014Installation And Upgrade InstructionsSelect the Add button to enter the information into the form. Add Explorer Folder – Select this option to enter the directory location for the InforCloudSuite reports. The form will prompt for the Report Directory as shown below:Note: In a 64bit environment the default points to the 32bit Application folder (below)Select the Add button to enter the information into the form.Page 18Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsUpdated Installer Form: Update Folder: select this option to update the selected record Remove Folder: select this option to delete the selected record Select All: select all records Deselect All: uncheck all selected records Commit: this will commit the selected records and copy the reports to the location(s)specified. Cancel: cancel and close the form to complete the installation.Click Commit.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 19

Doc-Trak 2014Installation And Upgrade InstructionsOnce completed the following message will display:Page 20Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade Instructions2.4. Web Server and Client InstallationThe next step of the installation is the Web Server component and Client. Click Next to accept thepath for the Doc-Trak Crystal Reports. This will default to the installation path used by the InforCloudSuite installation and should not be changed.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 21

Doc-Trak 2014Installation And Upgrade Instructions Upgrade or Service Pack Installation:If Doc-Trak has been installed previously, you will be prompted to shutdown Doc-TrakPolling.If Doc-Trak has been installed previously, you will be prompted to Uninstall the previousversion.Uninstall for Upgrade - Default Setting. Choose this option if you want the installation toremember the connection settings from previous installations.Complete Uninstall - Choose this option to completely remove all Doc-Trak files andconnection settings from previous installations.Service Logon - Enter your domain name\administrator (or user information with equivalentpermissions).Uninstall – select this button to proceed with the uninstall.Cancel – cancel the Web Server Installation. The Web Server Installation can be resumed bygoing to the Start Menu on the Web Server All Programs Infor Doc-Trak LCConfigMenu.(or Start Menu All Programs The Lake Companies Doc-Trak LCConfigMenu)Page 22Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsThe following informational message will display. Run the Infor CloudSuite Configuration Wizardfor Smart Client Deployment to incorporate the Doc-Trak icons on the Doc-Trak forms in InforCloudSuite.The following informational message will display. Run the Infor CloudSuite Configuration Wizardfor SmartClient via Browser Deployment.Informational message displays to restart the following services. Clicking Okay continues with restarting these services. Cancel prevents the restarting of these services and continues with the rest of the DocTrak Installation. This allows an Administrator to restart these services at a later time thatmight be more convenient. However, these services will need to be restarted prior to usingDoc-Trak!Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 23

Doc-Trak 2014Installation And Upgrade InstructionsThe following message is displayed to indicate the Doc-Trak Installation is complete. Click Finish.2.5. Doc-Trak Polling Configuration ManagerThe Doc-Trak Polling Configuration Manager configures the database connection information forthe Doc-Trak Polling Click Once client.Click the Doc-Trak Polling Configuration Manager button. Upgrade or Service Pack Installation:For Upgrades or Service Pack Installations, you don’t need to run the Doc-TrakPolling Configuration Manager. The configurations from your previous installationwill still be there. You can go to the next step and run the Doc-Trak Polling WebServer Configuration Manager.Page 24Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsDoc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 25

Doc-Trak 2014Installation And Upgrade InstructionsClick Add to create a database connection configuration.After clicking Add, the following form will be displayed: Check the box labeled Default Connection. Enter a Connection Name (e.g.DTPOLL). Enter your SQL server name where the Doc-Trak Polling database resides. Enter the name of the Doc-Trak Polling database. This should be DocTrakPolling.If you are using Windows authentication, check the box next to Windows Authentication.Note: The user name executing the installation will be used for the connection to theDocTrakPolling database and must have been granted access to this database.Page 26Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsIf you are using SQL authentication, leave the box unchecked and enter in the SQL user ID andpassword that has been granted access to the DocTrakPolling database.Click Test Connection. A confirmation message will verify the connection is valid. Click OK toclear the validation message.Then click Add and then Exit.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 27

Doc-Trak 2014Installation And Upgrade Instructions2.6. Doc-Trak Polling Web Server Configuration ManagerThe Doc-Trak Polling Web Server Configuration Manager configures the web server for the ClickOnce Client.When clicking on Doc-Trak Polling Web Server Configuration Manager button the followingmessage may appear. Shutdown Doc-Trak Polling before continuing.Page 28Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsService Logon - enter your domain name\administrator (or user information with equivalentpermissions).Password – enter the administrator password.Virtual Directory Name – default name is DTPDFPolling. Leave the default name unless you aresupporting multiple versions of Doc-Trak.Click Once Application Name – default name is Doc-Trak Polling.Click Once Web Server Address – Enter your base Web Server name. Notice the http address inthe gray box below this field, will be updated with your entry.Click Commit.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 29

Doc-Trak 2014Installation And Upgrade InstructionsOnce the Doc-Trak Polling Web Server Configuration is complete, the following screen will bedisplayed:Click the Finish button to complete the installation. Exit the Doc-Trak Polling Configuration Menu.Page 30Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsRemember to run the Infor ERP CloudSuite Configuration Wizard for the Smart ClientDeployment.Remember to run the Infor ERP CloudSuite Configuration Wizard for the SmartClient viaBrowser Deployment. You can run this once selecting both components.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 31

Doc-Trak 2014Installation And Upgrade InstructionsFrom the Start menu of the Web Server Program Files Infor Tools Configuration Manager.Click on the Utilities Tab and click on the “Discard Cache” button. The Discard Cache Action Logform opens. The Action Result column should say “success”. Close the Discard Cache Action Logform. Then click on “Publish Form Change”. Nothing is displayed after Publishing the form change.Close the Configuration Manager form.Page 32Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade Instructions2.7. PDF-XChange Printer InstallationIf your installation is a new install of Doc-Trak, meaning a prior version of Doc-Trak was neverinstalled on this server, you can automatically start the PDF-XChange printer installation with thefollowing steps. Upgrade or Service Pack Installation Note:If this is an upgrade of Doc-Trak (a version of Doc-Trak previously existed on thisserver), and the version of the PDF-XChange printer is prior to PDF-XChange 4 Pro,the PDFX4.exe will automatically start when Doc-Trak polling is started the first time sothe latest version of the PDF-XChange printer is installed for you. You do not need toremove the older version of the PDF-XChange printer prior to installing the newerversion. If you wish to remove the older version, it is fine to do so. Installation Steps for the PDF-XChange Printer:From the Web Server, select the Windows Start menu All Programs Infor Doc-Trak Polling Doc-Trak Polling. (or All Programs The Lake Companies Doc-Trak Polling Doc-Trak Polling ifthis is an upgrade). This will open the Doc-Trak PDF Polling form.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 33

Doc-Trak 2014Installation And Upgrade Instructions From the Doc-Trak PDF Polling form, click on Setup and then click Start Polling. At thispoint the PDFX4.exe will automatically start and the installation of the PDF-XChangeprinter will begin.Note: If the PDF-XChange Printer install does not start automatically after starting the DocTrak Polling, you can manually run the PDFX4.exe executable. This file is found in theinstall directory where the DocTrak install.exe resides. Screen Shots and Setup Steps for the PDF-XChange Printer:When the PDF-XChange Printer installation begins, you will be prompted to select yoursetup language. Select the appropriate install language and click OK.Page 34Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsClick Next to start the PDF-XChange 4 Pro Installation.Accept the License agreement. Click Next.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 35

Doc-Trak 2014Installation And Upgrade InstructionsAccept the default installation directory for PDF-XChange 4 PRO. Click Next.Accept the default components (Full Installation). Click Next.Page 36Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsAccept the default for the Start Menu Folder. Click Next.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 37

Doc-Trak 2014Installation And Upgrade InstructionsThe PDF-XChange PDF Viewer is not needed. Leave the download checkbox unchecked and clickNext.Page 38Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsSelect the appropriate Task for your environment. Click Next.Note: It is not required that any Microsoft Office Addin be installed.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 39

Doc-Trak 2014Installation And Upgrade InstructionsClick Install to continue with the installation of the PDF-XChange Printer.An installation screen displaying the installation progress will appear.Page 40Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsSelect “No”, to Install the PDF-XChange Printer as the default system printer.Click Next to continue with Setup.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 41

Doc-Trak 2014Installation And Upgrade InstructionsDoc-Trak will do a full install. This will not be a trial installation. Nothing will need to be filled inon this screen. Click Next.PDF-XChange Printer installation is complete. The server will need to be rebooted at this time.Close down any active applications, click Finish and reboot the server.Page 42Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsThe next step is to configure the Printing Preferences of the PDF-XChange Printer. TheWatermarks are not required. They can be added and used in order to display a specialwatermark on your report.From the Windows Start Menu (or from within Control Panel) select Printers and Faxes.Right-click on the PDF-XChange 4.0 Printer and click Printing Preferences.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 43

Doc-Trak 2014Installation And Upgrade InstructionsThe Printing Preferences form opens. Select Watermarks.Page 44Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsCheck the box Enable Printing Watermark and check all the Doc-Trak Watermarks in theWatermarks List. Click Apply and OK. Close the window.This concludes the PDF-XChange Printer Installation.Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.Page 45

Doc-Trak 2014Installation And Upgrade Instructions3. Doc-Trak ParametersOpen Infor CloudSuite. From the Master Explorer, open the Doc-Trak Folder, Doc-TrakParameters Form. Setup the Doc-Trak Parameters. The Doc-Trak Parameters form definesvarious parameters for the different features of Doc-Trak. On the following pages, each section ofthe parameters is explained.Page 46Doc-Trak 2014 Installation and Upgrade InstructionsThe Lake Companies, Inc.

Doc-Trak 2014Installation And Upgrade InstructionsBelow, each section of the Doc-Trak Parameters is displayed in a screen shot with an explanationfor each parameter or field.Retain Log Days – Enter the number of days to retain the entries in the following tables: LC DT PDF TRANSACTIONLC DT PDF TRANSACTION ESTLC DT PDF TRANSACTION JOBLC DT PDF TRANSACTION OVLC DT PDF TRANSACTION POLC DT PDF TRANSACTION RMALC DT PDF TRX JOB GROUPArchive Without Attachments – With this box enabled (checked), Doc-Trak will archive theInfor CloudSuite report PDF file created through Doc-Trak Form Output. Doc-Trakattachments will not be archived. If Terms and Conditions were defined on the Doc-TrakOutput Setup screen, the Terms and Conditions will be included with the Infor CloudSuitereport.Display Job Notes on Shop Floor – With this parameter enabled, Job, Job Operation, and JobMaterial Infor CloudSuite Notes will be visibl

1. Pre-Installation Checklist NOTE!! It is essential to review the Doc-Trak Installation Overview document included with the Doc-Trak installation download files before installing or configuring Doc-Trak. Before you get started, go through the following checklist. A. Review the Ins

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