UPS 2017 WorldShip Installation Guide

WorldShip 2017
®
Installation Guide
An easy guide to installing and upgrading WorldShip software.
© 2000-2017 United Parcel Service of America, Inc. UPS, the UPS brandmark and the color
brown are trademarks of United Parcel Service of America, Inc. All rights reserved. 01/17
Installation Guide WorldShip® 2017
WorldShip 2017 pre-installation checklist
1. Check Compatibility:
You may have integrated WorldShip with a UPS Ready®
(or third-party) vendor application. Due to changes in the
WorldShip database structure, these applications may not
be compatible with WorldShip 2017.
Do not upgrade until you contact the UPS Ready
(or other third-party) vendor.
2. Check Operating System and Service Pack:
The WorldShip 2017 upgrade requires that you have
Microsoft® Windows® 7, Windows 8, 8.1 or Windows 10
to begin installation.
To identify which Operating System and Service Pack
you have (non-Windows 8 systems):
n Click Start on the Windows taskbar, point to Programs,
Accessories and System Tools and select System
Information.
n The Operating System version and Service Pack will display
in the System Information window.
Memory recommendations:
n Windows 7 (1 GB - 32 bit and 2 GB - 64 bit)
n Windows 8, 8.1 (1 GB - 32 bit and 2 GB - 64 bit)
n Windows 10 (1 GB - 32 bit and 2 GB - 64 bit)
CAUTION: Do not proceed if your system is not at the proper
Operating System and Service Pack version.
3. Check for Administrative Rights:
Ensure that the user account used to log into Microsoft
Windows operating systems has full PC administrative
rights. If unsure, consult the computer technical support
staff at your company. Due to security enhancements,
Microsoft Windows 7/Windows 8, 8.1/Windows 10 users
may be required to authenticate with administrative rights
during the installation process. The User Account Control
(UAC) prompt may appear several times during installation
asking you for permission to let WorldShip install its
components. You must acknowledge the UAC prompt and
allow the installation to continue.
lso, if you need to access the WorldShip Support Utility for
A
any reason, you must run this utility with administrative
rights. To perform this task:
n On Microsoft Windows 7: Click Start on the Windows
taskbar, point to Programs and UPS, right-click
WorldShip Support Utility and select Run
as Administrator.
n On Windows 8, 8.1 and 10: In the Start window, rightclick the UPS WorldShip Support Utility tile and select
Run as Administrator.
4. Archive WorldShip Shipping History to improve performance
and improve processing:
n Start WorldShip.
n On the Home tab, select History.
n On the Home tab, select Archive/Restore and then
Archive Shipments.
n In the Archive Shipments window, select All Shipments,
or specify a date range, and then click OK.
n In the Save As window, click Save.
n Click Yes in the confirmation window.
Note: The last 14 days of history will not be deleted, and
the history that is deleted may be restored when needed.
n Click Done when 100% is reached in the Archive
Shipments window.
n Click Yes in the window that appears requesting
the database backup to be performed.
5. Check for anti-spyware, anti-malware and virus scanner
software:
Disable anti-spyware, anti-malware and virus scanner
software that may conflict with the WorldShip installation.
6. Shut Down Open Applications:
Shut down all other programs running on the taskbar,
including Microsoft Outlook®, Internet Explorer®, Excel®, etc.
© 2000-2017 United Parcel Service of America, Inc. All rights reserved. 01/17
Installation Guide 1
Installation Guide WorldShip® 2017
CAUTION: Microsoft Windows 7/Windows 8, 8.1/Windows 10
users please read below.
At the completion of the WorldShip installation process,
your PC will be required to reboot. After reboot, Microsoft
Windows 7/Windows 8, 8.1/Windows 10 may prevent
automatic launching of the WorldShip application. Please
launch WorldShip using the icon on your desktop should this
happen. If you chose not to place the WorldShip icon on your
desktop, you may launch WorldShip as follows:
n On Microsoft Windows 7: Click Start on the Windows taskbar,
point to Programs and UPS and select WorldShip.
n On Windows 8: In the Start window, click the
UPS WorldShip tile.
n On Windows 10: In the Start window, click All Apps,
and then click the UPS WorldShip tile.
3. On the WorldShip Setup screen, choose the following:
n Application Language — Select the language in which
you want WorldShip installed.
n Install Location — This field is read-only.
n Country/Territory of Installation — This field could
be read-only.
n When you are finished, click Next.
4. On the License Agreement screen, accept the UPS®
Technology Agreement by selecting I Accept the Terms
in the License Agreement and then click Install.
5. Wait while the installation process upgrades WorldShip.
At the end of a successful installation, you will be prompted
to reboot your computer. If your PC requires a password,
you will need to log in and enter the password.
Upgrading
6. Remove the DVD from the drive.
WorldShip 2017 may have different system require­ments.
A complete list can be found on the DVD packaging
or at worldship.ups.com (U.S. only).
Auto download upgrading
Note: WorldShip 2017 will only upgrade WorldShip 2015 (v18)
and WorldShip 2016 (v19).
1. Complete the End of Day process prior to upgrading (if
needed). Restart WorldShip once End of Day has completed.
If a WebInstall package is downloaded, WorldShip prompts you
to upgrade now or later. If you do not upgrade now, an Install
button is added to the custom toolbar for your use later.
Note: WebInstall is available for all systems.
2. Insert the WorldShip DVD into the drive.
n If your Microsoft Windows 7 system has the auto-run
feature turned on, installation begins automatically.
n If your Microsoft Windows 7 system has the auto-run
feature turned off, click Start on the taskbar and, in the
Search programs and files text box, enter the letter of
the DVD drive and the word setup, for example: D:\SETUP,
and then press Enter.
n If your Windows 8 and 8.1 system has the auto-run
feature turned off, click the Desktop tile on the Start
window, click the lower-right corner and then click
Search, enter the letter of the DVD drive and the word
setup in the search box, and then press Enter.
n If your Windows 10 system has the auto-run feature
turned off, enter the letter of the DVD drive and the
word setup in the search box and press Enter.
© 2000-2017 United Parcel Service of America, Inc. All rights reserved. 01/17
Installation Guide 2
Installation Guide WorldShip® 2017
Installing
You can install WorldShip on a Single workstation or
on a workstation that’s part of a Workgroup. WorldShip
should not be installed on a server.
Installing on a single workstation:
1. Insert the WorldShip DVD into the drive. If your system
has the auto-run feature turned on, installation begins
automatically.
2. On the WorldShip Setup screen, choose the following:
n Application Language — Select the language in which
you want WorldShip installed.
n Install Location — Optional: Click Options and then
select where you want WorldShip installed. WorldShip
will create the folders \UPS\WSTD and place them under
the two locations you choose.
Note: The Install Location cannot be a network, DVD, RAM,
or virtual drive. While removable hard drives can be used,
they are not recommended.
– For Windows 7, 8 and 8.1 users who are upgrading,
WorldShip displays the Enable Microsoft® SQL Server®
2012 Express with WorldShip check box. If you
want to use Microsoft SQL Server 2012 Express with
WorldShip, select the Enable Microsoft SQL Server
2012 Express with WorldShip check box and then
click OK.
Note: Once you select the Enable Microsoft SQL
Server 2012 Express with WorldShip check box and
click OK, the check box is read-only.
n Country/Territory of Installation — Select the country/
territory where WorldShip is to be installed.
n Select or clear the Add Shortcut to UPS WorldShip
on Desktop check box as needed.
n Select the Finish Moving WorldShip Data check box
to restore a previously backed up WorldShip database.
Note: Only select this check box when moving an
existing WorldShip system from one PC to another PC.
n When you are finished, click Next.
3. If you selected the Finish Moving WorldShip Data check
box, the Finish Moving WorldShip Data screen appears.
Complete this window and click Next.
4. On the License Agreement screen, accept the UPS
Technology Agreement by selecting I Accept the Terms
in the License Agreement and then click Next.
© 2000-2017 United Parcel Service of America, Inc. All rights reserved. 01/17
5. On the Installation Type Selection screen, select Single
Workstation and click Install.
Note: This screen does not appear if you selected the
Finish Moving WorldShip Data check box.
6. Wait while the installation process copies the files. At
the end of a successful installation, you will be prompted
to reboot your computer. If your PC requires a password,
you will need to log in and enter the password.
7. Remove the DVD from the drive.
Note: If you recently installed TCP/IP, Dial-Up Networking
or a modem, you may see other windows or be asked for
additional information.
Installing in a Workgroup configuration:
If you want to allow multiple shippers to process packages
using the same database, then you may install WorldShip
in a Workgroup configuration grouping. Installing WorldShip
in a Workgroup configuration requires that a single
Workgroup Administrative workstation be installed first.
After the Workgroup Administrative workstation has been
installed, one or many Workgroup Remote workstations
may be installed to share the database that is located on
the Workgroup Administrative workstation. WorldShip is
designed to have the database reside on the Workgroup
Administrative workstation. WorldShip is not designed
to have the database shared on a network file server.
Additionally, a Workgroup configuration grouping requires
that a “shared network drive folder” be defined. The
shared network drive is the location for files (other than
the database) that will need to be accessed by all of the
workstations in the Workgroup configuration grouping.
Note: You can configure the Task Scheduler in WorldShip
to make daily backups of the database. Those backups could
be stored on a server. For step-by-step instructions, select
WorldShip on the Support tab and then UPS WorldShip Help;
type Task Schedule Editor Procedures.
Pre-Installation Instructions: Create a folder in which
to install the shared WorldShip files. This folder must be
a shared Microsoft® folder and can reside on either the
Workgroup Administrative workstation or on any drive that
is accessible from the Workgroup Administrative workstation
as well as the Workgroup Remote workstations. These files
should be installed in a different folder than the local files.
Installation Guide 3
Installation Guide WorldShip® 2017
Workgroup Administrative workstation:
Workgroup Remote workstation(s):
1. Insert the WorldShip DVD into the drive. If your system
has the auto-run feature turned on, installation begins
automatically.
By default, the Workgroup Remote workstation can perform
limited functionality. The Workgroup Administrator can
configure remotes to perform additional WorldShip functions.
2. On the WorldShip Setup screen, choose the following:
n Application Language — Select the language in which
you want WorldShip installed.
n Install Location — Optional: Click Options and then
select where you want WorldShip installed. WorldShip
will create the folders \UPS\WSTD and place them
under the two locations you choose.
– For Windows 7, 8 and 8.1 users, WorldShip displays
the Enable Microsoft SQL Server 2012 Express with
WorldShip check box. If you want to use Microsoft SQL
Server 2012 Express with WorldShip, select the Enable
Microsoft SQL Server 2012 Express with WorldShip
check box and then click OK.
Note: Once you select the Enable Microsoft SQL
Server 2012 Express with WorldShip check box and
click OK, the check box is read-only.
n Country/Territory of Installation — Select the country/
territory where WorldShip is to be installed.
n Select or clear the Add Shortcut to WorldShip
on Desktop check box as needed.
n When you are finished, click Next.
Note: If you recently installed TCP/IP, you may see other
windows or be asked for additional information.
3. On the License Agreement screen, accept the UPS
Technology Agreement by selecting I Accept the Terms
in the License Agreement and then click Next.
4. On the Installation Type Selection screen, choose
the following:
n For the desired installation type, select Workgroup Admin.
n For the location to install shared files by both the Admin
and Remote, click Browse (…) and select the location
in the Workgroup Admin Shared Location box.
n When you are finished, click Install.
5. Wait while the installation process copies the files. At
the end of a successful installation, you will be prompted
to reboot your computer. If your PC requires a password,
you will need to log in and enter the password.
Installing from the DVD:
1. Insert the WorldShip DVD into the drive. If your system
has the auto-run feature turned on, installation begins
automatically.
2. On the WorldShip Setup screen, choose the following:
n Application Language — Select the language in which
you want WorldShip installed.
n Install Location — Optional: Click Options and then
select where you want WorldShip installed. WorldShip
will create the folders \UPS\WSTD and place them under
the two locations you choose.
n Country/Territory of Installation — Select the country/
territory where WorldShip is to be installed.
n Select or clear the Add Shortcut to WorldShip
on Desktop check box as needed.
n When you are finished, click Next.
3. O
n the License Agreement screen, accept the UPS
Technology Agreement by selecting I Accept the Terms
in the License Agreement and then click Next.
4. On the Installation Type Selection screen, choose the
following:
n For the desired installation type, select Workgroup Remote.
n For the location to install shared files that were installed
by the Admin, click Browse (…) and select the location
in the Workgroup Admin Shared Location box.
n When you are finished, click Install.
5. Wait while the installation process copies the files. At
the end of a successful installation, you will be prompted
to reboot your computer. If your PC requires a password,
you will need to log in and enter the password.
6. Remove the DVD from the drive.
6. Remove the DVD from the drive.
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Installation Guide 4
Installation Guide WorldShip® 2017
Installing from a shared drive:
Setting up communications
You have the option of installing Workgroup Remote work­
stations from install files stored on the shared drive (the
shared drive location was designated during the installation
of the Workgroup Administrative workstation). The install
files can be found in the \UPS\WSTD\Remote\Install\Disk1
subdirectory of the shared drive folder.
WorldShip requires electronic communications to trans­mit
package and tracking information. If you do not currently
have direct access to the Internet, the software provides
access to UPS websites only.
1. On the WorldShip Setup screen, choose the following:
n Local Destination Directory — Optional: Click Options
and then select where you want WorldShip installed.
WorldShip will create the folders \UPS\WSTD and place
them under the two locations you choose.
n Workgroup Administrator Shared Location — This field
is read-only and displays the shared location that was
set up by the Workgroup Administrator.
n Country/Territory of Installation — Select the country/
territory where WorldShip is to be installed.
n By default, a shortcut to WorldShip will be created
on your desktop.
n When you are finished, click Next.
To prepare for direct access communications, TCP/IP must
be installed on your computer. Most newer computers
are installed with TCP/IP from the manufacturer:
n For Direct Access: TCP/IP.
n For Dial-up Access: TCP/IP, modem, dial-up adapter
and dial-up networking.
2. O
n the License Agreement screen, accept the UPS
Technology Agreement by selecting I Accept the Terms
in the License Agreement and then click Install.
3.Wait while the installation process copies the files. At
the end of a successful installation, you will be prompted
to reboot your computer. If your PC requires a password,
you will need to log in and enter the password.
For U.S. customers who want more detailed instructions,
go to worldship.ups.com and click View Support Guides
in the Guides section and then select Install on a Single
or Workgroup Workstation.
Preparing for communications:
Configuring communications:
When you start WorldShip for the first time, you will see the
Communications Setup window. Select the Direct Access
connection method and provide any necessary information
to complete the connection setup:
n Direct Access: a direct or broadband connection to the Internet
that does not require dialing, such as Local Area Network (LAN),
Wide Area Network (WAN), Digital Subscriber Line (DSL) or
cable. Direct Access generally offers the fastest connection.
n You may need to identify the proxy server with the URL
address, port and authorization information. If a proxy
server is used, you must also use specific browser settings.
n Dial-up Access: a dial-up connection to the Internet through
your existing Internet Service Provider (ISP). If you choose
this option, select your existing ISP from the phone book list.
Reconfiguring communications:
You should reconfigure communications when your proxy
server settings change.
1.On the Tools tab, select More Tools and then
Communications Setup.
2.In the Communications Setup window, make the necessary
changes and click Next.
3.Continue making changes as needed. Click Finish to save
your new configuration.
© 2000-2017 United Parcel Service of America, Inc. All rights reserved. 01/17
Installation Guide 5
Installation Guide WorldShip® 2017
You should reconfigure communications when any
of the following situations occur:
n Direct access to the Internet becomes available.
n You see a message that one of your phone numbers
is no longer valid.
n You change Dial-up Access or you change your modem.
n You change proxy server settings for Direct Access.
n You want to select a new phone number.
n You want to add or remove a connection method.
Registering with UPS®
Once the application is successfully installed, you must
register with UPS in order to ship packages using WorldShip.
Before you begin the registration process, make sure a printer
is connected to your computer and is operational.
1. After the WorldShip installation is complete and you have
set up communications, the Register With UPS window
appears. Enter the information about your company,
where your system is installed and your UPS account
number, and then click Finish.
2. If the Authenticate Your Invoice Information screen appears,
complete the required information and click Submit.
3. WorldShip automatically connects to UPS and transmits
your registration information. This may take three to five
minutes. Please wait until the Shipping window appears.
Congratulations! You are now a WorldShip customer and are
ready to process packages.
Post-installation checklist
1. If you disabled any anti-spyware, anti-malware or virus
scanner software, please enable it.
2. If you receive a message that WorldShip cannot communicate
with UPS, consult the computer technical support staff at
your company.
3. For WorldShip Workgroup Administrative Workstations:
Please be aware that the WorldShip database will be
disconnected if your Workgroup Administrative workstation
goes into sleep mode. You must close WorldShip on both the
Workgroup Administrative and Remote workstations and
relaunch the application to resolve this issue. If necessary,
consult your computer technical support staff for questions
about sleep mode and how to adjust this setting.
4. If you have a UPS-supplied printer, restart your printer prior
to shipping by powering it off and then powering it back on.
All printer drivers are pre-installed with WorldShip.
Uninstall instructions
If you uninstall WorldShip, do not delete any of its
directories without first running the uninstall program.
n When running the uninstall program on Microsoft Windows 7,
click Start on the Windows taskbar, point to Programs and
UPS, and click UPS WorldShip Uninstall.
n When running the uninstall program on Windows 8, 8.1
and 10, right-click the UPS WorldShip tile and select All
Apps in the Start window and then in the Apps window,
under UPS WorldShip, select UPS WorldShip Uninstall.
Support guides
WorldShip provides a User Guide, Installation Guide and
Shortcut and Navigation Guide in PDF format on ups.com®.
To view or print these documents, install the free Adobe®
Reader® software from adobe.com and then follow these steps:
1. Go to ups.com/worldshipsupport.
2. Under Guides, select View User Guides.
3. View and print the documents as needed.
Microsoft, Windows, Outlook, Internet Explorer and Excel are trademarks of Microsoft Corporation.
Adobe Reader is a registered trademark of Adobe Systems Incorporated. All rights reserved.
© 2000-2017 United Parcel Service of America, Inc. All rights reserved. 01/17
Installation Guide 6
Installation Guide WorldShip® 2017
Technical help
If you have questions about WorldShip that cannot be answered by this guide or WorldShip Help, call the following numbers:
Afghanistan........................................................... +93-79-3204045 / 9647814318252
Albania.................................................................................................. +355682048904
Algeria................................................................................................... +213661342644
Angola.................................................................................................. +244 927686126
Argentina................................................................................................0 800 122 0286
Armenia................................................................................................10 3741 27 30 90
Australia.....................................................................................................1800 148 934
Austria........................................................................................................0800 312 407
Azerbaijan................................................. +10 99 412 493 39 91 / +994-12-490 6989,
+994-12-493 3991
Bahamas............................................................................................... 1-888-960-2683
Belarus..................................................................................................375-17-227-2233
Belgium........................................................................................................0800 21 877
Bermuda................................................................................................ 1-888-960-2678
Bolivia..........................................................................................................800 100 807
Bosnia...........................................................................................................033 788 160
Brazil....................................................................... 0800 8923328 or 55 11 569 46606
Bulgaria........................................................................................................0700 1 8877
Burundi.................................................................................................+971-4-339-1939
Cameroon......................................................................................... (+237) 33.43.09.73
Canada.....................................................................1-888-UPS-TECH (1-888-877-8324)
Cayman Islands..................................................................................... 1-888-960-2686
Chile.............................................................................................................800 835 682
China, People’s Republic of.......................................400 013 3023 / 10 800 852 0698
Colombia............................................................................................... 01800 752 2293
Costa Rica................................................................................................ 0800 052 1591
Cyprus............................................................................................................77 77 7200
Czech Republic..............................................................................................800 143268
Democratic Republic of Congo................................................................ +243 9918740
Denmark........................................................................................................80 33 22 55
Djibouti.................................................................................................+971-4-339-1939
Dominican Republic................................................................................ 1888 760 0095
Ecuador......................................................................................................1800 000 119
Egypt......................................................................... +202-24141456, +20-2-29815099
El Salvador.........................................................................................................800 6191
Estonia.......................................................................................................372 666 47 00
Ethiopia................................................................................................+971-4-339-1939
Finland................................................................................................. 0800 1 877 2255
France.........................................................................................................0805 025 550
Germany.................................................................................................. 0800 100 2630
Ghana................................................................................................00233-302-762510
Gibraltar................................................................................................ +350 200 42332
Greece......................................................................................................210-99 84 334
Guatemala............................................................................................... 1800 835 0384
Honduras..........................................................................................................800-0123
Hong Kong.......................................................................................................8206 2133
Hungary...................................................................................................... 06 80016482
India................................................... 91-22-2827-6111 / 00 0800 852 1113 (toll free)
Indonesia............................................................................................ 001 803 852 3670
Ireland, Republic of...................................................................................1800 202 227
Israel...........................................................................................00-972-(0) 56-890028
Italy..............................................................................................................800 122 732
Ivory Coast.......................................................................................... +225-21-24-16-30
Japan....................................................................................................... 00531 85 0020
Jordan...................................................................................................+971-4-339-1939
Kazakhstan..................................................................+7727-2644112, +7727-2644084
Korea, South........................................................................................ 00798 8521 3669
Kyrgyzstan........................................................+996 312 699 988 / +996-312-979713
© 2000-2017 United Parcel Service of America, Inc. All rights reserved. 01/17
Latvia..................................................................................................................7805643
Lithuania................................................................................................. 370-37-350505
Luxembourg...................................................................................FR 00 33 8050 10365
Malawi.................................................................................................... +265-1-770082
Malaysia.....................................................................................................1800 80 4709
Mali.......................................................................................................+223 2029 91 52
Mauritania.............................................................................................+222 4529 28 89
Mauritius..................................................................+230-9403449 / +230-9403433 /
+230-4052925
Mexico..................................................................................................01 800 714 65 35
Moldova................................................................................................+373-22-403901
Monaco.............................................................................................. 00 33 8050 10365
Morocco.........................................................................................(+212) 5 22 48 36 36
Mozambique...........................................................................................258-2130-5353
Netherlands............................................................................................ 0800 222 5587
New Zealand..............................................................................................0800 443 785
Nicaragua............................................................................................ 001800 226 0452
Nigeria...................................................................... 234 1 2704981-5, 234 1 2704992
Northern Ireland..................................................................................... 0800 331 6010
Norway...........................................................................................................800 32 255
Oman.............................................. +968 24683953, +968 24683951, +968 24683965
Pakistan............................................................................................... +92-301-2162473
Panama................................................................................................. 00800 052 1414
Paraguay............................................................................................. 009800 521 0051
Peru..............................................................................................................0800 009 19
Philippines.............................................................. 1800 1855 0023 or 1800 765 2927
Poland........................................................................................................022 203 0321
Portugal........................................................................................................800 783 458
Puerto Rico...............................................................1-888-UPS-TECH (1-888-877-8324)
Romania.................................................................................................40 21 233 88 77
Russia......................................................................................................7 49 5961 2211
Rwanda................................................................................................+971-4-339-1939
Saudi Arabia....................................................................................... +966-5-54656039
Scotland.................................................................................................. 0800 331 6010
Senegal................................................................................................. 221 33 8646042
Serbia................................................................................................. +381 11 2286 422
Singapore...................................................................................................800 852 3362
Slovakia......................................................................................... +421 (0)2 58250 281
Slovenia..................................................................................................... 38642811224
South Africa..........................................................................................+27 11 922 9200
Spain................................................................................. 900 225 877 or 902 88 88 20
Sweden......................................................................................................020 120 2255
Switzerland...............................................................................................0800 82 25 54
Taiwan..................................................................................................... 00801 855 662
Tanzania...............................................................................................+971-4-339-1939
Thailand............................................................................................. 001 800 852 3658
Tunisia..................................................................................................+971-4-339-1939
Turkey..............................................................................................0090-212-413 2222
United Arab Emirates...........................................800-4774 (Local), +971-50-6534026
United Kingdom...................................................................................... 0800 331 6010
United States.............................................................................................888-553-1118
Uruguay................................................................................................ 000 405 296 651
U.S. Virgin Islands................................................................................... 1888 877 8324
Uzbekistan....................................................................................... +998 (71) 1203838
Venezuela................................................................................................ 0800 100 5772
Wales....................................................................................................... 0800 331 6010
Zambia.................................................................................................... 260 11 257361
Zimbabwe........................................................................................... +263-775 996824
Installation Guide 7
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