Introduction - 12.0.34

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© 2019 IndySoft - Version 12.0.34 - 04/19/2019

IndySoft Corporation has continually brought cutting edge features and technology to the world of quality. With the latest version of your flagship IndySoft product you now have nearly complete control over your equipment processes. If you are upgrading from a version released before January of 2013, you will notice that the word 'InSite' is no longer part of the branding. Your core system is still intact, we have simply rebranded all products with our company name followed by the software function. For instance IndySoft Commercial Lab Management leaves little doubt as to function of the software edition.

Product Types

There are four primary product editions in the IndySoft lineup. In addition, certain product editions can be combined providing up to eight different system configurations based upon your quality needs.

IndySoft Calibration Management

this edition includes operations for companies that track equipment calibration and related usage events. Calibrations sources can be internal, or 3rd party, or both. In past versions this was product was known as 'Gage InSite' or 'Gage InSite Enterprise'. IndySoft Calibration Management is intended for use in manufacturing or similar facilities where calibration operations are performed for invoice to end customers.

IndySoft Commercial Lab Management

this edition includes functionality to help run a commercial calibration lab. This version includes all the functionality found in the 'IndySoft Calibration Management' version but extends to include a lab based equipment workflow, estimates, and invoicing.  In past versions this product was named 'Gage InSite Commercial Lab Edition' or ' Gage InSite CLE'.  

IndySoft Tool Management

this edition includes inventory control for hand tools, consumables, and unique tools and is generally used by larger scale manufacturing facilities with demanding tracking and inventory control requirements.  Special operations are included for performing quick check out and check in events.  Parts and Operations can also be tracked which map back to specific equipment requirements.  In past versions this product was named 'Tool InSite'.

IndySoft Preventive Maintenance

this soon-to-be-released edition includes preventive maintenance options like service requests, schedule relationships, etc. Please keep tabs on the official IndySoft Website for details about the product when released.

IndySoft Calibration, Tool Management

this edition combines the functionality of 'IndySoft Calibration Management' and 'IndySoft Tool Management' into one product.  In past versions this product was named 'InSite Studio Enterprise Edition'.

IndySoft Calibration, PM Management

this edition combines the functionality of 'IndySoft Calibration Management' and 'IndySoft Preventive Maintenance' into one product.

IndySoft Tool, PM Management

this edition combines the functionality of 'IndySoft Tool Management' and 'IndySoft Preventive Maintenance' into one product.

IndySoft Calibration, Tool, PM Management

this edition combines the functionality of 'IndySoft Calibration Management', 'IndySoft Tool Management', and 'IndySoft Preventive Maintenance' into one product.

Typically only the topics specific to your product type will be shown in the help file distributed with your product.  The product type that you are using (as listed in the options above) is determined by the license(s) that you have purchased from IndySoft.  In rare instances individual help topics might reference sections that are specific to only one product.  In these cases you will see a yellow note, like the example below:

(example only...)

Flag Note:  the topic below only applies to the Tool Management IndySoft product type.

If no note is given, then it can be assumed that the functionality described is held in common between all product editions - this is common.


Tiers / Databases

IndySoft can be deployed in 7 different schemes depending on network tier requirements and database platform.  The functionality is the same for each tier/database (functionality typically only changes per product type), but each combination allows for a different type of connectivity through tier and database type:

2-Tier MSSQL

2-Tier Oracle

2-Tier Firebird

3-Tier MSSQL

3-Tier Oracle

3-Tier Firebird

Single-User (Firebird)

2-Tier clients connect directly to the database.  3-Tier client versions connect only to an application server (IndyIOAppServer.exe) - this application server holds all connections to the database and brokers all database communications.  

3-Tier clients (with an application server) are best for WAN scenarios with lower bandwidth.  2-Tier clients are best for LAN scenarios or extremely high bandwidth.  

Single-User clients connect directly to a database installed on the same physical machine as the client and cannot be networked to gain 2/3 tier functionality. Single users are also only available on the Firebird database platform. With the exception of small facility installations, this version is typically used by mobile technicians that need to run a local copy of the database. Single users include a sync utility which can connect to, and exchange data with, a 2 or 3 tier installation on any of the supported database platforms.

Occasionally in the help you will see topics or notes that are specific to certain versions/databases.  These topics are also noted by a yellow section on the top of the topic:

(example only...)

Flag Note:  the topic below only applies to 2-Tier versions of IndySoft.


Product Licensing and Combined Editions

All networked installs are concurrently licensed. Concurrency controls the maximum simultaneous access of all users on the system. Single User installs are licensed per physical workstation. Because of the mix-and-match approach of the various products previously mentioned, the following information about licensing should be noted:

For every concurrent workstation, depending on which products you have purchased, you can set the product to run as one or more editions against the same database. For instance if you have purchased two Calibration Management Licenses and two Tooling Management Licenses, you can run any of the following deployment schemes:

Four independent concurrent users: two calibration and two tooling

Three independent concurrent users: two calibration, one tooling & calibration workstation, and one tooling

Two independent concurrent users: two tooling & calibration workstations

There are additional mix-and-match licenses but the point of this topic is to make you aware that there are only licenses for each of the four core products and depending on how you setup the workstations, they may pull more than one license at a time. For example a Calibration & Tooling workstation will pull 1 license from the calibration licenses and 1 license from the tooling licenses.

As of version 9.2.3 IndySoft has also introduced a concept called License Pooling which allows you to setup licensing schemes to give priority, and ensure availability, to groups or individuals.

IndySoft Help & Manual Versions

The help can currently be viewed in 2 formats with plans for a third online HTML version in the near future..  Each format contains the same content:

1)HTML (CHM):  this version is distributed with the IndySoft product, and can be found in a single-file named 'IndySoft-Help.chm' in the IndySoft product directory.  A shortcut to this file is installed with the product named '[Product Type] User Manual'.  From the Dashboard interface main screen, you can click on the large 'IndySoft' logo in the header to view this file.

2)PDF:  this is a single-file version of the help that can be viewed/printed from Adobe Acrobat Viewer.  This format is best suited for printing. If you are attempting to have a print shop print one or more copies of the manual and copyright concerns are raised, please contact IndySoft for a letter of permission to copy which should remove any commercial printing roadblocks.


IndySoft Help & Manual Conventions

Expanding/Collapsing Sections are often used - they are shown in gray headers like the example below.  Single-clicking on the header while collapsed (+ symbol will be visible) will expand the hidden text.  Single-clicking on the header while expanded (- will be visible) will hide the section contents.

tog_minusThis is a simple example of an expanding/collapsing header (click to expand)

Some screenshots in the help can be toggled to a larger size then toggled back to thumbnail view.  When a screenshot is setup as a toggle you will see a note below the screenshot, like the example below:


click image above to expand/collapse


Note:  when viewing the help in pdf format, all section toggles and screenshot toggles are automatically expanded, so all information can be viewed.

Finally, you will notice an occasional 'productivity tip' or 'getting started / learning more' box, like the example below.  Don't skip these important notes!


prod_tip  Productivity Tip

This is an example of a Productivity Tip.  You might be tempted to skip over a box like this - but then you would miss a great idea that would save you minutes or hours each day.  Why would you do that?

Right mouse click the URL below for copy and bookmark options available with your browser.