Adding a New GP Company to PanatrackerGP

Add a company to PanatrackerGP:

1. Grant the Panatracker SQL login access to the company
2. Download and run required scripts.
3. Create the company record on the PanatrackerGP and aim it at the proper database. Then, create a profile that ties into that company.
4. Attach a handheld or user to the profile for the newly created company.

Detailed instructions:

1. Open SQL Management Studio and login to the SQL server where your GP company databases are stored.
2. Locate the Panatracker login (by default this is called Panatracker) found under Security > Logins
   • Right click and select “Properties”
   • On the “User Mapping” page, locate the companies you wish to use with PanatrackerGP
   • Check the box for DYNGRP database role membership.
3. Login to your PanatrackerGP portal
   • On the “Companies” page (located under Configure) select “Add new record”
   • The “Company Name” can be whatever you choose the “Database Target” however, must match the name of the database as it appears in SQL Server Management Studio.
   • Navigate to the “Profiles” Page on your PanatrackerGP portal (one down from “Companies” under Configure)
   • Select “Add new record”. Name the profile and select your newly created company.
4. Download and run required scripts
   • Append “/admin/scripts” to your PanatrackerGP portal address.
     • For example, if your PanatrackerGP portal address is http://gpserver:81, you’ll want to navigate to http://gpserver:81/admin/scripts.
   • Click the link to download any scripts that would be required for PanatrackerGP operation based on your licensed features. The scripts will only appear if you are licensed for that feature. If you have any questions about what scripts should be run, don’t hesitate to reach out to us.
     • Create synonyms script (required for all PanatrackerGP installations).
     • Create project transfer procedure script (required for installations where Project Transfer transactions are performed).
     • Create assembly procedure script (required for installations where Assembly transactions are performed).
     • Create Directed Transfer script (required for installations where Directed Transfer transactions are performed).
     • Created Basic (or Advanced) Order Fulfillment Script (required for installations where order fulfillment transactions will be performed).
     • Create label views script (required for installations where automated label printing will be performed).
5. Attach new Profile to Handheld (if you utilize user logins for the handhelds, skip to the step below)
   • On the “Devices” page, choose the device you would like to use with the newly added profile.
   • Click the pencil icon next to the device. In the pop-up window, there will be a drop-down menu. Select the profile that represents your new GP company. Restart the PanatrackerGP application on the handheld, you will then be set to use the new company.
6. If utilizing logins on the handhelds, you will either want to change the profile a current user uses or create a new user to use the new profile.  
   • Navigate to the “User Administration” page of your PanatrackerGP portal
   • Choose the user you wish to utilize the new profile with, click the pencil icon. In the “Default Profile” dropdown, select the profile you wish to use.
   • If creating a new user, select “Add new record”. In the “Default Profile” dropdown, select the profile you wish to use.