# Infor Factory Track Installation and Go-Live Checklist (CSI / SyteLine) > Source: https://netray.co/tools/infor-factory-track-implementation-go-live-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A 37-item checklist for installing or enabling Infor Factory Track with CloudSuite Industrial, from version compatibility to labels, devices, pilot and hypercare. ## Category infor-cloudsuite ## Erp Infor Factory Track ## Audience - SyteLine administrator - Factory Track consultant - IT project manager ## Tool **Kind:** checklist **Groups:** #### 1. Prerequisites **Items:** **Text:** Confirm your CSI version is listed for the target Factory Track release in Infor Factory Track Supported Backend Versions **Critical:** true Read the Factory Track administrator documents for your release (installation, technology and configuration guides) Confirm licences for each module in scope: Warehouse Mobility, Time Track, Shop Floor Size the Factory Track server and database per the release documentation Decide on-premises installation or a cloud enabled tenant and who administers it Run the Database Validation and Prep Tool where your release requires it #### 2. Install and configure **Items:** **Text:** Install Factory Track in a test environment connected to a CSI test site first **Critical:** true Configure the connection to each CSI site and warehouse in scope **Text:** Create Factory Track users and link them to CSI users and employee records **Critical:** true Build role-based scanner menus with only the transactions each role needs Set transaction parameters per warehouse (for example default locations and put away options) Set up Device Allocation if devices are issued per shift For Time Track, set up shifts, pay rules, indirect codes and badge numbers #### 3. Labels and printing **Items:** **Text:** Configure the BarTender integration per the BarTender configuration guide for your Factory Track release **Critical:** true Design and approve label templates for item, lot, serial and container labels Map label printers to warehouses and work areas Test Change Printer and Label Reprint from a scanner Test barcode symbology and print quality with the actual scanners at working distance #### 4. Devices and network **Items:** **Text:** Complete a wireless site survey with the scanner model you will use **Critical:** true Test roaming by scanning while walking every aisle and dock Install and configure the Android app or browser access per the administrator guide Test login, session timeout and re-login after a device sleeps Set up charging stations and keep spare devices and batteries Place Time Track kiosks where queues at shift change do not block exits #### 5. Data readiness **Items:** **Text:** Label every stock location with a scannable barcode **Critical:** true Ensure item barcodes or item labels exist for everything that will be scanned Review lot and serial tracking settings on items in scope Clean up open purchase orders, jobs and transfer orders that will not be received or issued Reconcile on-hand inventory with a count before go-live Set reason codes for miscellaneous issues, receipts and quantity adjustments #### 6. Pilot and go-live **Items:** **Text:** Run a conference room pilot of every transaction in scope with real barcodes **Critical:** true Test PO receipt, put away, job material issue, job receipt, stock move, cycle count, picking and shipping end to end in CSI Test Time Track clock in and out, breaks and job time against payroll rules Train users on the scanner, then on what each transaction does in CSI Agree the cutover from paper: last paper transaction, first scanner transaction Staff hypercare on the floor for the first week of each shift **Text:** Reconcile inventory variances and labor hours after week one and fix root causes **Critical:** true **Scoring Note:** Critical items are the ones that most often delay a Factory Track go-live or create inventory errors afterwards. Do not switch off paper until every critical item is complete. ## Content **Intro:** A practical checklist for installing on-premises or enabling Infor Factory Track with CloudSuite Industrial (SyteLine), covering prerequisites, configuration, BarTender labels, devices and Wi-Fi, data readiness, pilot and go-live. Use it alongside the Factory Track administrator documents for your release. **Sections:** #### How to use it **Body:** Work through the six groups in order and tick items as you finish them; export the list for the project file or steering meeting. Groups 1 and 2 belong to IT and the Factory Track administrator, group 3 to whoever owns labels, group 4 to infrastructure, and groups 5 and 6 to the warehouse and production leads. The critical items are the ones that most often delay go-live or cause inventory problems after it. A Factory Track project fails less often on software than on missing location labels, untested Wi-Fi and users who do not know what each scan posts to CSI. **Bullets:** - Assign an owner and date to every critical item. - Keep a list of open questions for Infor support by item number. #### Where to find the official documentation **Body:** Infor publishes Factory Track documentation on docs.infor.com under Factory Track, split into administrator and user documents. The ones that matter for this checklist are Infor Factory Track Supported Backend Versions (which CSI versions each release supports), the administrator documents for installation, technology and BarTender label configuration, the administrator guide for the Android app, the Database Validation and Prep Tool user guide, and the CSI Warehouse Mobility and Time Track user guides. Use the versions that match your Factory Track release; steps and parameters change between releases. #### Labels and BarTender **Body:** Factory Track prints labels through a BarTender integration, so label design and printer mapping are a workstream of their own. Agree templates for item, lot, serial and container labels early, because warehouse staff will scan them for years. Test print quality and symbology with the actual scanners at working distance, in the real lighting. Map printers to warehouses and work areas so Job Receipt and Purchase Order Receipt print where the material is, and teach users Change Printer and Label Reprint before go-live, not during it. #### Pilot, cutover and the first week **Body:** A conference room pilot should run every transaction in scope with real barcodes and then check the result in CSI forms: the PO line received, the job material issued, the stock moved, the count posted. Then cut over from paper on a clear date, with a known last paper transaction. During the first week, staff the floor on every shift. At the end of week one, count a sample of locations, compare labor hours from Time Track or Labor Reporting with expectations, and fix the root cause of each variance, which is usually training or a missing label rather than the software. **Cta:** Once Factory Track is live, we can add a private AI layer so supervisors can ask what was received, issued or clocked in plain English, on your own servers. **Faq:** #### Where is the Infor Factory Track installation guide? **Answer:** On docs.infor.com under Factory Track, in the administrator documents for your release. Check the Supported Backend Versions document first to confirm your CSI version is supported, then follow the installation and configuration guides for that same release. #### How is BarTender configured for Factory Track? **Answer:** Factory Track uses BarTender for label printing, and Infor provides a BarTender configuration guide for Factory Track in the administrator documents. It covers connecting BarTender to Factory Track, label templates and printer setup. Follow the version that matches your Factory Track release. #### Why can a user not log in to Factory Track? **Answer:** Common causes are a Factory Track user not linked to a CSI user or employee, a missing role or menu, an expired password, the wrong site or warehouse selected, or a device that cannot reach the server over Wi-Fi. Test the same user on a desktop browser to separate account problems from network ones. #### How long does a Factory Track go-live take? **Answer:** For one warehouse with Warehouse Mobility only, a few weeks to a few months is typical, driven by labels, Wi-Fi and training. Adding Time Track brings payroll rules and union or works council review, which often sets the timeline. ## Search terms infor factory track installation guide, bartender for infor factory track configuration guide, infor factory track guide to technology, infor factory track documentation, infor factory track login, factory track go live checklist, factory track csi setup --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json