19. Configuration

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19. Configuration

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Note: For earlier versions of Warehouse Insight, find the documentation here.

There are two primary configuration points that need to be set up prior to utilizing the device software.

  • Business Central Device Configuration Code
  • Software Configuration

Business Central Device Configuration Code

Each handheld device must be pointed to a device configuration entry in Business Central. To create a device configuration, open the Device Configurations page.

When creating a device configuration, the following fields are important:

Field

Description

Code

The Code will be a unique identifier for this entry (e.g., DEVICE1, RECEIVING, TEST, etc.).

If the Code is to be a specific login name, you can leave the Code blank on the device and it will try to find a matching device configuration based on the login username.

Location Code

Each configuration can only reference one Location Code. Use this field to indicate which Location the configuration is pointed to (and subsequently, the handheld).

Typically, handhelds are for single locations but in some cases it’s required that a single handheld reference multiple locations (E.g., Quarantine locations). In this case, the handheld must switch Device Configurations before working in the new location. This can be done manually by the user or by scanning an appropriate “Device Configuration” barcode.

Label/Regular Printer Name

Specify a valid printer in these fields if users will be printing labels/documents from the handhelds.

Business Central: PrintNode must also be configured to print.

NAV On Premise: The printer chosen must be installed on the service tier server and be accessible to the user configured to run the NAV service.

Device Logo

Specify an appropriate company logo to display on the handhelds. By default, the Insight Works logo will be displayed on the handhelds. A nice practice is to also include in the logo the location and whether it is a test or live company to avoid confusing users.

Use Device Logo

Check this if you are using a logo and want it to show up on the device.

Extensibility Codeunit

If the Warehouse Insight installation has been customized/extended, you may specify the Extensibility Codeunit that was created in this field.

Reclass/Whse. Reclass Batch Names

If using the Ad-Hoc Movement application, these batch names should be unique to the device configuration and device to avoid overlap conflicts with other devices. If using logins, the batch name can be left blank, but a corresponding batch name with the username must exist.

When creating Device Configurations, it is not required to have a one-to-one relationship with the devices. A single configuration can be used for all devices if needed. Configurations can be created for any number of reasons (e.g., functional area separation like Receiving/Shipping versus Warehouse operations), per device (e.g., Device1, Device2, etc.), or even per user (e.g., one Configuration for every user).

Splitting configurations often makes sense for but is not limited to, the following reasons:

  • Printers are different: If different areas have different printers, it makes sense to use a Device Configuration relevant to that area.
  • Batch names conflict: If multiple people would end up using the same batch, it is advisable to split out the configurations so no conflicts occur.
  • Setting mismatches per configuration: If a setting or menu needs to be toggled per configuration (e.g., says one device can “post” while another might not be able to).

Software Configuration

Software configuration is done by launching the Warehouse Insight application and selecting the Configure menu option. You will be asked for the Configuration password. If you have not changed it, the default value will be “1234”.

The configuration pages are broken down into 6 pages:

  • System
  • Logins
  • Device
  • Barcoding
  • Logging
  • Data
Note: It is possible to configure the primary settings by scanning a Configuration barcode. See the Device Configuration Barcode report in Business Central.
Software Configuration

System Configuration Page

The System Configuration page is used to enter the primary connection details for connecting to Business Central.

System

Callout ID

Description

1

The device configuration code created in Business Central.

2

The Warehouse Insight Web Service created during the initial installation process.

3

The company name to connect to (case sensitive).

Logins Configuration Page

The Logins Configuration page is used to toggle the login requirements for connecting to Business Central.

Login

Warehouse Insight supports a few levels of logins. The following table describes these options.

Option

Description

None

The device will not prompt for logins. All transactions will be executed in under a single account (web service application pool).

This option is only available for NAV on premise installations.

User

The device will prompt for logins. Logins are validated against the IWX User table.

In Business Central, you are prompted for an additional Windows login. All transactions will be executed under the Windows login but the relevant entries will have the User ID fields set to the IWX User used to log in.

In NAV on premise, all transactions will be executed in NAV under a single account (the web service application pool), but the relevant entries will have the User ID fields set the username used to log in.

Windows

The handhelds will prompt for logins. Logins are validated against Business Central users (windows authentication) and all transactions will be executed under the user’s account.

In addition to the basic authentication process occurring during application start-up, using Logins will also have impacts in transaction auditing:

  • Using Logins will ensure that Device Activity Entries are associated to the username used to log in with.
  • Document List lookups will be filtered to those that are assigned to the user or are unassigned.
  • Opening a document will automatically assign it to the user if the device configuration option is set to do so.

When using Logins, the device will prompt the user for their credentials before opening the application.

Note: Use the Remember Me option to bypass future login prompts. This setting can be toggled for both Windows login prompts and User login prompts.

No Logins

This option only applies to on premise installations. All transactions are still executed under the Web Service Application Pool account.

To configure Warehouse Insight to not use logins, complete the following:

  1. Ensure that the Warehouse Insight Application Pool account is set to a valid Business Central user with appropriate permissions.
    • Assigning the SUPER role is advisable
    • If using Device Licenses, this account should be set to a Device Only User in Business Central
  2. Set the handheld configuration Login Method to None.

User Logins

To configure Warehouse Insight to use User Logins, complete the following:

  1. Set the handheld configuration Login Method to User.
  2. Create IWX Users in Business Central.
IWX Users

The IWX Users do not have to be valid Business Central accounts. All transactions are still executed under the Windows account. Any entries made in Business Central will have the User ID set to the IWX User ID used to log in such as:

  • Value Entries
  • Warehouse Entries
  • Assigned User ID

For on premise solutions:

  • Ensure that the Warehouse Insight Application Pool account is set to a valid Business Central user with appropriate permissions.
    • Assigning the SUPER role is advisable.
    • If using Device Licenses, this account should be set to Device Only User in Business Central.

The IWX Users do not have to be valid Business Central accounts. All transactions are still executed under the Web Service Application Pool account. Any entries made in Business Central will have the User ID set to the IWX User ID used to log in such as:

  • Value Entries
  • Warehouse Entries
  • Assigned User ID

Windows Logins

  • To configure Warehouse Insight to use Windows logins, complete the following:

    1. Set the handheld configuration Login Method to Windows.
    2. Create Users in Business Central.
    3. Generate Web Service Access Keys for each user.

    For Business Central on premise solutions:

    • Create Users in Business Central:
      1. Ensure the Business Central users have appropriate permission sets applied.
      2. If using Device Licenses ensure the users are set to Device Only User.
    • Modify the Web.Config file to indicate Windows Authentication:
      1. Set AuthenticationMode to 2:
        <setting name="AuthenticationMode" serializeAs="String">
             <value>2</value>
        </setting>
Note: All transactions will be processed under the account used to log in with.

Device Configuration Page

The Device Configuration page is used to manage miscellaneous, optional behaviors on the device.

Device

Callout ID

Description

1

The number of decimal places to show/allow when a decimal field is displayed. Entries will be rounded to the number of decimal places when needed.

2

Toggle the page transition animation. This will provide a more traditional UI experience when switching pages but may have a performance impact.

3

The configuration password required to access the configuration pages. Default is “1234”.

4

Controls the menu behavior/visibility. Options are:

·         Default: Behavior will be whatever the native OS/Device utilizes.

·         Split on Landscape: Menu will always be shown on the side when in landscape mode.

·         Split: Force the menu to always be shown on the side when in landscape or portrait mode.

·         Popover: Prevent the menu from being split and always use the hamburger menu.

·         Split on Portrait: Menu will always be shown on the side when in portrait mode.

5

Specify the default font size to use on the controls/labels.

6

Specify the default font size to use on any grid headers.

7

Specify the default font size to use on any grid rows.

8

Specify what additional information to display in the status bar:

·         Blank

·         Company Name

·         Location Code

9

Specify the number of seconds to wait for a Business Central request to return.

Barcoding Configuration Page

The Barcoding Configuration page is used to manage how the device receives barcode scans. The barcode wedge options are:

  • Android Intent
  • Keyboard Prefix/Suffix
Note: Changing the Barcode Wedge settings requires closing and re-opening the application.

Android Intent

Most Android scanners provide a mechanism for signaling barcode scans via Intents. The intent strings/keys will be specific to the device but should look similar to the following:

Barcoding

Keyboard Prefix/Suffix

The scanner can be configured to require that all scans submit a predefined prefix and suffix prior to submitting the barcode data.

For example, if the barcode data scanned was C-100 the device would instead send <C-100> to the Warehouse Insight application (presuming the prefix/suffix was < and >).

The prefix/suffix will be set on the device (exact location/method of doing so dependent on the device). Once done, the same prefix/suffix will be set on the configuration page. The software will listen/look for these special tags and when received know how to correctly interpret/recognize the scan.

This option should be used if your device does not support Scanning Intents.

Barcoding

Using the Camera Scanner

You can use the devices Camera to scan barcodes by enabling the Use Camera option. When on, you are prompted to enable the Draw over other apps permission. The Camera Scanning button appears over most pages and look like this:

Users can move the button around as needed and the last position will be remembered.

Find the Warehouse Insight application in the list shown and enable the required permission. Once enabled, you can toggle barcode symbologies required. Reducing the amount of enabled symbologies will make the camera scanning more reliable and potentially faster.

Barcoding
Barcoding

Logging Configuration Page

The Logging Configuration page is used to change the logging level, clear, and copy the current log file.

Barcoding

Data Configuration Page

The Data Configuration page is used to configure whether Business Central data should be cached on the device as it pertains to item and bin scanning.

Barcoding

The following table indicates what data is cached and frequencies.

Table

Frequency

IWX Barcode Rule

When the application is launched.

Bin

When the application is launched.

Item Cross Reference

When the application is launched.

Item Ledger Entry

Every 5 minutes.

Item

When the application is launched.

Item Unit of Measure

When the application is launched.

  • The Clear Cached button is used to delete all cached data entries.
  • The Clear Profile button is used to delete the current devices profile data (e.g., column widths, visibility, etc.).

Regionalization

Warehouse Insight supports multiple language options both from Business Central and handheld devices. The following languages are supported:

  • English (Canada)
  • English (United States)
  • Spanish (Mexico)
  • French (Canada)

To utilize the Warehouse Insight in alternate languages, you will need to configure the device’s regional setting to the desired language.

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