Install and Configure Shop Floor Insight (SaaS)

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Install and Configure Shop Floor Insight (SaaS)

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The following article guides you through installing and configuring Shop Floor Insight (SaaS).

  1. Navigate to the Shop Floor Insight’s page on AppSource and install the app.
  2. Enable I agree to the terms and conditions and select Next.
  3. Set the Getting Started Data field to Apply Getting Started Data.
  4. Select Next and select Yes.
  5. Select Finish.
  6. Navigate to the Microsoft Entra Applications page in Business Central and verify that you have a proper Entra Application Card
    1. If you are connecting to a Microsoft Hosted SaaS system then as a security best practice you should create your own app registration in Microsoft Azure in your own tenant. The steps to create an Entra Application are documented here: Configure OAuth Service-to-Service Connections in Shop Floor Insight
  7. Navigate to the Shop Floor Setup page and select Download Service Installer.
  8. Copy and paste the URI to Notepad (or similar).
  9. Select OK.
  10. Locate the “Shop Floor Insight Install.msi” file and complete one of the following:
    • If you are on the dedicated server where the web service is being hosted: Double click the installer to start the installation process.
    • If you are not on the dedicated server where the web service is being hosted: Copy the installation file to the dedicated server and run it from there.
  11. Select Next.
  12. Paste the URI you copied into the Business Central Webservice URI field.
  13. Modify the Shop Floor Insight Production Service Port and Shop Floor Insight Sandbox Service Port fields to run on custom ports if needed.
  1. Select Next (binds an SSL Certificate. A file browser dialog pops up to allow you to navigate to the .CRT or .PFX file; you are prompted for a password to extract the public key from the file, if required).
  2. Enable permissions if needed.
  3. Accept the End-User License Agreement and select Next.
  4. Select Install.
  5. Select the buttons that appeared on the finalization screen (launches the Shop Floor Insight client in your web browser and launches the Credential Manager page) and bookmark both URI’s in your browser.
  6. Select the Sandbox Client button to launch the client and note:
    • If this page is displaying correctly, the Shop Floor Insight web service installed successfully, and you can test the connectivity to Business Central.
    • If the page is displaying an error or not loading correctly, you must investigate the Windows event log and attempt to start the Shop Floor Insight services manually or contact Insight Works’ Support for assistance.

If the service cannot connect to Business Central, the service may freeze while displaying the application logo. Check the service log file (C:\Log by default) for errors and contact Support for assistance.

If the service has connected to Business Central correctly, the login welcome message displays on the browser, and you can print employee badges and production barcodes from Business Central to log into the system and begin testing.

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6 Comments

  1. Sahil Dalal
    Sahil Dalal July 10, 2025 at 4:08 am

    What is the URL for the app itself?

    http://localhost:8000/TCM/ext/index.html – this just gives me a logo for insightworks
    http://localhost:8000/TCM/credentialmanager – this just gives me various url data

  2. Sahil Dalal
    Sahil Dalal July 10, 2025 at 3:21 am

    Hi, I have been trying to get this web app working for BC SAAS and am struggling. I would like to use my own credentials for BC (what I assume is impersonate), however when I run the setup, the instructions above claim two pages will open, 1 for the app and the other for credential manager, I only get 2 pages for credential manager for both sandbox and production. Can someone assist please, because the instructions do not seem to be covering the true steps required?

    • Michael Armenta
      Michael Armenta July 11, 2025 at 7:22 am

      Hi Sahil,

      It was great meeting you the other day. To clarify, the credentialmanager page is used to configure the service for environments wanting to use OAuthImpersonate. As you are using a SaaS environment, we connected and configured the service using OAuthServiceToService. In addition, the following urls are used to access the service. If you wish to access the Shop Floor Interface on another workstation, separate from the one we installed the service into, you’ll need to ensure port 8000 and 8001 are open, and change the localhost portion of the URL to either the IP Address or specified domain name of the server hosting Shop Floor Insight.

      Production Service: http://localhost:8000/TCM/ext/index.html
      Sandbox Service: http://localhost:8001/TCM/ext/index.html

  3. Jeremy Kennedy
    Jeremy Kennedy July 4, 2025 at 6:20 am

    new installation does not follow this instructions

    • Michael Armenta
      Michael Armenta July 4, 2025 at 8:07 am

      Hi Jeremy,

      Thanks for reaching out. Please note, that when running the SFI Installer, you are given 4 options. This article describes how to set up Shop Floor Insight with an SSL certificate. If you are not using an SSL certificate, or using the Microsoft Entra Secret ID, you will choose the first option “I am using Microsoft hosted Business Central SaaS. Shop Floor Insight will connect to Business Central with Service-To-Service Authentication”.

      • Jeremy Kennedy
        Jeremy Kennedy September 8, 2025 at 1:54 pm

        thank you for clarifying – do you have a document to add additional services for other companies or instances and or customize the company for each production / sandbox for isolated testing with out having to reinstall the software?

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