The Install Guide is intended as a quick install guide to get Shop Floor Insight to work with Business Central. This is not a comprehensive install guide and does not cover all configuration or setup options.

Field level help is available by contacting Support.

Shop Floor Insight has a Business Central app component and a separate installer for an on-premise component for barcode scanning. Scheduling an installation and training with your Microsoft Partner or Insight Works’ representative is recommended. The Install Guide provides a quick overview of important setup required to configure Shop Floor Insight on a technical level and perform a technical smoke test of the entire system.

Training and a full installation can be scheduled with your Insight Works’ representative.

Shop Floor Insight has a Business Central app for configuration, reviews, and approvals. The barcode scanning shop floor interface has a separate component that is installed on-premise. Insight Works can install this component or it is available from your Microsoft Partner.

This document does not cover the installation of the barcode scanning interface.

The Shop Floor interface, used for barcode scanning, requires an on-premise component and looks like this:

The Business Central side of Shop Floor Insight looks like this:

To use the Shop Floor Insight web client, the following is required for the scanning stations on the production floor:

• Operating System: Windows, Android or Chrome OS (iOS is NOT supported, including Apple computers and iPads).
• Browser: Chrome or Edge.
• Barcode scanner: 1 Barcode scanner for each scanning station is required. This allows users to scan the Shop Floor employee badges and the other barcodes in the Shop Floor Insight application. These scanners can be wired, Bluetooth or other. These scanners do not have any Operating System and are the handheld scanners often seen in retail stores (unlike the scanners used in warehouse contexts).
• Keyboard: The use of a keyboard is required. This is used to enter the consumption, output, and Lot Number or Serial number information, among other things.
• Mouse: The use of mouse is required. Other options, such as a tactile screen, may also work.
• Screen size: Generally, the bigger the screen the better.

If you plan on using manufacturing in Business Central, you need to have the Premium license enabled for your company, for the users performing setup, and the users for the system. If you do not plan on using Manufacturing and instead only the Business Central Jobs, you do not need to have Premium enabled on your Business Central license.

Contact your Microsoft partner for advice on premium licensing.

You can use a Business Central device license for the scanning stations, and you can use alternate user names for workers. The Shop Floor interface does not provide the ability to post documents; use the Business Central interface with a full license to approve and post time, consumption, and output.

If you are using a Microsoft hosted Business Central SaaS system then you will likely be connecting with “Service to Service” authentication.  As a security best practice you will need to create a Microsoft Azure App Registration, also known as a Microsoft Entry application registration.  The steps to do this are documented here, can be done ahead of time, and will require your Azure tenant administrator to perform or someone with sufficient permissions in your Microsoft Azure tenant to create azure application registration entries: Configure OAuth Service-to-Service Connections in Shop Floor Insight