Mobile Asset Quick Start Guide PDF
Mobile Asset Quick Start Guide PDF
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MobileAsset | Quick Start Guide Installation & Setup
Step 1
Congratulations INSTALL THE SOFTWARE
1 Insert the installation disk into your computer. The CD should
Congratulations on your purchase of MobileAsset! This guide will take
you through the installation process and help you set up your software. automatically run the MobileAsset installer. If the installer does not run,
Most of the information available here is also available in the Getting you can manually start it by navigating to the CD on your computer and
Started section of the online help. selecting setup.exe.
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MobileAsset | Quick Start Guide Installation & Setup
2 The installation wizard Welcome screen appears: 4 The User Registration screen appears.
Enter your User Name (this can be any name of your choice), your
Company Name and the Serial Number. The serial number can be found
on or in the DVD case containing your MobileAsset software (19-digit
number).
You can select a new destination by clicking the Browse button. Be aware
that the install location must be two levels deep. For example, the path
D:\Wasp Technologies\MobileAsset will work for the installation while
the path D:\MobileAsset will cause the install to fail. Accept the default
Review the license agreement, then select I accept the terms of the location (recommended) by clicking the Next button.
license agreement. You will not be able to continue installing the
application until you select this option.
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MobileAsset | Quick Start Guide Installation & Setup
If you are installing the Professional version, this Select Installation If you are installing the Enterprise version, this Select Installation Type
Type screen appears: screen will also display the choice to install Microsoft SQL Server 2008
R2 Express with WaspDBExpress Instance.
• You are installing the Enterprise version and you will be The Web Module is a separate option that can be purchased with the
maintaining assets for multiple companies from this machine, or Professional and Enterprise editions. The Web Module checkbox should
be selected if you have purchased a Web Module license. Only select the
• You are installing the Professional or Enterprise version and you Web Module option if the machine on which you are installing has the
will be backing up, restoring or maintaining the database from this 32-bit version of IIS already installed on it.
machine.
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MobileAsset | Quick Start Guide Installation & Setup
8 Enter the serial number for the web module, beginning with 0684 or
0685, then click Next.
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MobileAsset | Quick Start Guide Installation & Setup
Select cmd.exe from the Programs section of the Start menu. The CMD
screen appears.
11 If this is a Pro or Enterprise version, the Fully Qualified Domain On the CMD screen, enter IPCONFIG/all at the prompt. Configuration
Name screen appears. The Fully Qualified Domain Name (FQDN) is the information for your machine will appear on the screen as shown below:
complete name of your machine.
Enter the complete domain name of this machine. The FQDN field may
appear pre-populated with a machine name. You should verify that the
machine name is correct using one of the methods described below:
The FQDN is the Host Name followed by the Primary DNS Suffix. You
Method 1: may have to scroll up on the CMD screen to view these two fields.
Navigate to Start > Control Panel (classic view) > System. (in Win8 click 12 The installation confirmation screen appears. If you want to make
Control Panel > System.) The FQDN for this computer is listed as the Full changes to your destination folder at this point, click the Back button.
Computer Name. If you are ready to install MobileAsset, click the Install button.
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MobileAsset | Quick Start Guide Installation & Setup
A series of progress screens will appear. The installation process may d. A message appears asking if you want to backup the database
take a few minutes. now:
13 Database Installation
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MobileAsset | Quick Start Guide Installation & Setup
15 If you are installing the Web Module, the following screen appears: 17 The WaspLabeler Choose Destination screen will appear.
You can select a new destination by clicking the Browse button. Be aware
that the install location must be two levels deep. For example, the path
D:\Wasp Technologies\WaspLabeler will work for the installation while
the path D:\SWaspLabeler will cause the install to fail. Accept the default
location (recommended) by clicking the Next button.
Note: If you are upgrading the WaspLabeler program, select Repair, then Next.
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MobileAsset | Quick Start Guide Installation & Setup
The Login screen will appear. The first time you access the A site is a major classification for areas that contain assets within your
system, Admin will appear in the User Name field. You do not need to company. For instance, if you have two warehouses, you might set up
enter a password. Click the OK button to launch the software. MobileAsset to have two sites: Warehouse 1 and Warehouse 2.
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MobileAsset | Quick Start Guide Installation & Setup
You must enter at least one site and location before you can add assets you may have an asset type of IBM Laptop X6000 that defines the
to your system. manufacturer, size specs, etc. of this particular type of computer. Then
specific computers of the same type are assigned as assets to the IBM
5 Now you can enter the locations contained in each of your sites. Laptop X6000 asset type.
From the Main menu, select the New icon, then click Location. Assets
that you enter into your system must each be assigned to a site and a To create Asset Types, from the Main menu, select the New icon, then
location within that site. Using the example above, within Warehouse 1, click Asset Types.
you might have three locations: Main Storage Area, Manager’s Office and
Administrative Office. 10 This step is optional. You can create different categories to which
you can assign assets. This is another way to further define your assets.
6 This step is optional. You can create departments for your company. This You can add categories directly from the New Asset Type screen, if you
may help you with assigning the assets. For instance, within your locations, wish.
you may want to designate two departments. Continuing the example above,
within the Administrative Office, you could have two departments: Accounting Now you are ready to begin entering individual assets. From the Main
and Human Resources. This is a further classification to help you track your menu, click the New icon, then click Assets.
assets.
To set up departments, from the Main menu, select the New icon, then Methods of Data Entry (Importing vs. Manual Entry):
click Departments.
There are two ways you can add information to your database: through
7 This step is optional. You can enter all manufacturers for your assets. manual entry or by importing the data from an existing database.
From the Main menu, select the New icon, then click Manufacturers. Importing data can be much quicker if you wish to transfer a large amount
Manufacturers can later be assigned to Asset Types (see step 9). of information from an existing database to MobileAsset. Importing this
information also ensures you do not have typographical errors.
8 If you will be calculating depreciation on your assets, set up your
Depreciation Classes next. These are created to determine a specific You must import the data in a set order. Detailed instructions for importing
Depreciation Method (straight-line, double declining, etc.) for an Asset data can be found in the online help. The outline below details the order
type (see step 9). The Asset Types are then assigned to specific assets in which data must be imported into the system. For a more detailed
and the depreciation class tied to the asset type is used to calculate explanation and outline, please refer to the Import Strategies topic in the
depreciation. online help. MobileAsset will only accept the data in this specific order
because each piece of information builds on the next to create a complete
profile for your assets. For instance, each asset must be assigned to a
To create Depreciation Classes, from the Main menu, click the New icon,
specific location, therefore, you must import your locations first so that
then select Depreciation Classes.
MobileAsset will have this information prior to importing your assets.
9 Now you need to create your asset types. Asset types are required Again, we strongly recommend that you review the information regarding
importing data in the online help before you being the import process.
because each asset in your inventory is assigned to an asset type.
The asset type is a category or classification for assets. For instance,
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MobileAsset | Quick Start Guide Installation & Setup
G. Locations (required) Follow the onscreen prompts to install Microsoft Silverlight. You will
need to close and reopen your browser. Silverlight will need to be
H. Assets (required) installed on each client machine that will be accessing the MobileAsset
Web Module. You will need Local Admin rights to each machine in order
I. Employees (optional – import if you will be checking out/in to install Silverlight. Your IT department may be able to perform this
assets to employees) installation for you through update services.
J. Customers (optional - import if you will be checking out/in
assets to customers) Setting Your Internet Options for Maximum Performance - After you
open MobileAsset in your web browser, you should take a few minutes to
If you plan on importing information, you should also keep in mind that some make sure your Internet options are set to allow maximum performance.
types of supplemental information cannot be imported. For instance, if you It is a good idea to perform the following steps prior to using the web
wish to assign Asset Types to specific Categories, you will need to manually module. Note: These setting instructions are for Internet Explorer.
create these from the New Asset Type screen. • Add MobileAsset to your list of “Safe Sites” – To do this, in
your browser go to Tools > Internet Options > Security > Local
Imported data must be in .csv format. For further information, including Intranet > Sites. Add the web address of your MobileAsset Web
examples of properly formatted .csv files, please refer to the Import Module.
Strategies topic in the online help.
• Check the User Authentication settings on your browser – If
your company will be using Windows NT Authentication (see the
Security section, below) to log users onto the web module, you
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MobileAsset | Quick Start Guide Installation & Setup
can prevent them from seeing the Windows Network Login screen 1. Manually Enter Users: Create groups and users using the MobileAsset
each time they login. Go to Tools > Internet Options > Security > PC application.
Location Intranet > Custom levels. The Security Settings screen
appears. On the Security Settings screen scroll to the bottom. 2. Let MobileAsset Automatically Create User Profiles Using Windows
In the User Authentication section, make sure Automatic Logon NT Authentication: If you are using Windows NT Authentication, you
with Current User Name and Password is selected. When this can set up a group in MobileAsset that matches your group name in the
option is selected, and your groups/users in the MobileAsset PC Microsoft Active Directory. When users in this group access MobileAsset
application match those in your Microsoft Active Directory, users for the first time their User account will be automatically created and
are automatically logged into the MobileAsset Web Module without added to the Manage Users screen in MobileAsset (PC application).
having to enter their network login/password. Note: The settings
below are from Internet Explorer. Example: You have a group in your Active Directory named My Users
and you want everyone in My Users to have access to the MobileAsset
• Check your Active X settings – The Active X components are
Web Module. Create a group with the name My Users in MobileAsset
used for printing reports from MobileAsset. Make sure all Active X
using the MobileAsset PC application. Now when each member of the
components are set to Enable or Prompt. These are found under
Group My Users accesses MobileAsset, they will receive the usual
Tools > Internet Options > Security > Local Intranet > Custom
Windows Network Login Screen. They should enter their normal
levels.
network user name and password. MobileAsset will recognize the Active
• Make sure popups are set to open in a new window or tab – On Directory group’s name as matching the MobileAsset group name and
the Internet Options screen – General tab, click on Tabs-Settings. automatically create a user account for that user. You can then view
On the Tabbed Browsing Settings screen make sure the options those user accounts in MobileAsset (Security > Manage Users). Keep in
Always open popups in a new window or tab is selected. mind that if you change the password on the user’s MobileAsset user’s
• Set your Popup Blocker to Always Allow Popups From This account, they will receive the regular login screen and must enter the new
Site – If you have the popup blocker turned on, the first time you password, rather than their network password.
use the web module you may see a message that a popup window
has been blocked. Select Always Allow Popups From This Site to Getting Additional Help – If you need assistance setting up the
prevent this from happening. MobileAsset Web Module, you can refer to the Troubleshooting section
in the online help, or you can check the Troubleshooting the MobileAsset
For more detailed instructions, with screen shots, on completing the steps Web Module page at the support site. The online troubleshooting page
above, or if you have problems printing from MobileAsset, please see the is an update repository of tips for getting the most out of your web
Troubleshooting section found in the MobileAsset Online Help. To access application.
the online help, open the web module and click Help from any screen.
Step 4
Security – Groups and users are set up in the MobileAsset PC application.
If you need to make corrections/additions to your users or groups, you will
need to do so on the PC. There are two ways you can set up users in the
PRINT ASSET TAGS
Asset tags should be printed and attached to each asset in your database.
MobileAsset PC application to have access to the MobileAsset Web Module: When you created your assets, remember that you entered a number or
code for each asset in the Asset Tag field of the New Asset screen (if
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MobileAsset | Quick Start Guide Installation & Setup
you manually entered your assets) or in the Asset Tag column (if you Step 5
imported the data). Now an actual tag should be printed that contains the
Asset Tag number or code and (usually) a barcode for quick identification
and tracking. These tags should be affixed to each asset. BEGIN MANAGING YOUR ASSETS
You have now successfully set up MobileAsset. You can now use
MobileAsset came bundled with the WaspLabeler application making the
MobileAsset’s powerful tools, including detailed reports, check-in/out
creation of these asset tags simple. WaspLabeler was installed when you
features and list views to quickly keep track of and manage your assets.
installed MobileAsset. To print tags, first select the assets from the Asset
List for which you want to print tags, then click the Print Tags icon on
the Asset List toolbar. You can select multiple assets using the SHIFT or ALT FOR PROFESSIONAL EDITION
INSTALLATION
keys.
Step 4
MobileAsset Pro Edition takes advantage of your existing TCP/IP network
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MobileAsset | Quick Start Guide Installation & Setup
• The database server will run automatically every time the computer
is rebooted.
Remember that there are only five client licenses, so you might want to
deselect the Client Tools component if you would rather deploy all of your
client licenses on machines other than this database server machine. If you
deselect Database here, you will not be installing the server.
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MobileAsset | Quick Start Guide Installation & Setup
INSTALLATION NOTE:
• MobileAsset server installation on Microsoft ® Windows ® 2000,
MobileAsset Enterprise ships with one server license and the ability to 98SE, NT or ME machines are not supported.
connect an unlimited number of clients connections: • MobileAsset clients will not work without connecting to a running
MobileAsset server.
• The database server will run automatically every time the computer
is rebooted.
Server Installation Procedures:
Refer to the diagram above and the hardware requirements below to 1 Place the CD into the CD ROM drive on your server. Run the installer
decide how you will deploy MobileAsset Enterprise in your environment. as usual. MobileAsset supports Microsoft SQL Server 2005/2008/2012
Full Version. If the server does not have SQL installed, you can select
Minimum Server Configuration Recommended Server Configuration to install the MS SQL Server that comes with MobileAsset (SQL Server
750 MHz or faster processor 2.0+ GHz 2008 R2 Express) on the Installation Type screen along with the
2 GB of RAM 16 GB of RAM database. This configuration is available for 5 clients only. If you already
have it installed, select Database Only on the Installation Type screen.
60 GB of disk space 100 GB of disk space
DVD drive (for installation only)
32-bit or 64 bit version of: Windows 8, Windows 7 Professional,
Windows Server 2003, 2008, or 2012 (recommended)
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MobileAsset | Quick Start Guide Installation & Setup
If the database has been previously installed, the installer will upgrade
the database to the latest layout.
NOTE: The Integrated Security check box is used to specify that the Enterprise Version 5 or 6 to
SQL Server Wire Protocol driver request a secure (or trusted) connection
to SQL Server. SQL Server uses integrated login security to establish
Version 7
connections using this data source, regardless of the current login 1 The MobileAsset Installer should be run on each client machine to
security mode at the server. Any login ID or password supplied is upgrade the software.
ignored. The SQL Server system administrator must have associated your
2 On the database server machine that houses your database, you
Windows network ID with a SQL Server login ID.
should run the installer as usual. On the Select Installation Type screen,
When the Integrated Security check box is not checked you must specify select Database only.
that SQL Server use standard login security to establish connections
using this data source. You must specify a Login ID and Password for all If the machine that houses your database also contains a client program,
connection requests. you will need to perform Step 1 and Step 2 on that machine.
Make sure that you select the correct database instance in the Note on Running Scripts Manually: If you run the scripts manually to
server list to install MobileAsset database. install the database and you need multiple company access, the access
code for the Database Manager will not be set the first time you run the
3 Click OK. Database Manager. To correct this, you must run the Database Manager
at least once to create the access code rather than leaving it blank. You
4 The same Wasp Database Installer windows will appear that display in
will be presented with the same Create Access Code screen that would
step 10 of the Install the Software section of this document (page 9). have appeared during a normal install:
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MobileAsset | Quick Start Guide Installation & Setup
Manage Assets for Multiple To run the Database Manager, click Start > All Programs > Wasp >
MobileAsset > Database Manager. Again, you will need to know the
Companies access code you created during the installation to run the Database
Manager. Use the Online Help built into the Database Manager to learn
The Enterprise version of MobileAsset allows you to create databases for how to add and manage database (click the Help button or press F1 on
multiple companies. This means that if you have two separate entities your keyboard when the Database Manager is running).
for which you want to maintain assets, you can install one instance
of MobileAsset, then create two databases - one for each company. After multiple company databases are created using the Database
Remember that a database is the repository for all information about Manager, you can use the same MobileAsset icon that was created
your company. Everything from your company’s name and address, to during installation, or the MobileAsset Web Module, to access any of
employee and asset information is stored in the database. If you need to the companies. Double click on the icon and enter your login name and
track asset information for two separate companies, you wouldn’t want password. If the entered login and password match a login and password
to group that information into one database, as it would be impossible to set up in more than one company database, a screen will appear allowing
know to which company the asset belongs. Creating a database for each you to select which company you want to access.
company allows you to enter sites, locations, customers, employees,
assets, etc. that are specific to one company. In addition, each company
has its own security, so you can control who has access to a specific
company.
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MobileAsset | Quick Start Guide Installation & Setup
Use the Quick Start Guide with the device to set up the hardware and refer
to the Working with Mobile Devices section in the MobileAsset online help
for information on downloading and installing MobileAsset on your device.
To access the online help, from the MobileAsset software on your PC,
select Help > Contents or click Help from any MobileAsset screen.
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