2. Extension Installation

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2. Extension Installation

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Installing the Extension

In Business Central navigate to the “Extensions” page.

Extensions

From the “Extensions” page open the “Extension Marketplace”

Extension Marketplace

This will open an external web site (Marketplace) similar to this:

Marketplace

In the “Search Microsoft AppSource” field at the top of the page type in “Warehouse Insight Advanced WMS”.

You should see a drop down of options like this:

Warehouse Insight WMS

Click on the ‘Warehouse Insight Advanced WMS” entry.

This will bring you to the product landing page:

Warehouse Insight WMS

Click on the “Free Trial” button to begin the installation of the extension.

Note: You may be prompted to sign in with a valid app source account.

Once signed in you will be brought back to Business Central to complete the installation process and the following dialog will be shown.

Extension Installation

Choose your installation language and press “Install”.

When installation is completed the extension will now be available for use and the data configuration can then be performed.

Verify Extension Installation

You can verify that the Warehouse Insight extension has been installed by navigating to the Extensions page. You should now see an entry for the “Warehouse Insight Advanced WMS” extension.

Warehouse Insight Installed

If you wish to uninstall the extension you may do so by clicking on the Extension and pressing the “Uninstall” button on the dialog that is displayed.

Extension Uninstallation
Note: The Warehouse Insight extension will also install the “IWorks Common” extension (if not already installed) as part of a shared library used by various Insight Works product offerings.

Assisted Setup

Once the extension has been installed the Assisted Setup should be run to assist in the configuration process.

Navigate to the “Assisted Setup” page.

Assisted Setup

On the “Assisted Setup” page locate the “Set up Warehouse Insight Advanced WMS” entry and click the “Start Setup” option under the “…”.

Setup

In the first page of the wizard, accept the terms and conditions to proceed. You may click on the “Click to view the license agreement” text to view the terms and conditions.

Warehouse Insight Setup Wizard

Click “Next” to proceed to the next page.

Choose who will be handling your support and billing.

Warehouse Insight Setup Wizard

Choosing “Implementation Partner” from the dropdown list will display a list of recognized partners.

Warehouse Insight Setup Wizard

If your partner is listed, select that entry.

Note: If you partner is not listed or you are unsure choose “Insight Works”. Details can be changed or updated at a later date.

Press “Next” to proceed.

Enter your contact information. If required, someone from Insight Works will contact you to assist with the implementation and/or answer any questions you may have.

Warehouse Insight Setup Wizard

Press “Next” to proceed.

Enter the Location you plan to connect the devices to.

Enter the login username and web service key for that user. See User Logins for more information on users.

Warehouse Insight Setup Wizard
Note: The selected location will automatically have a “Device Configuration” entry created. This can be changed after if required.

Press “Next” to proceed to the summary page.

Warehouse Insight Setup Wizard

Press “Next” when ready to complete the installation.

Setup Successful

An installation report will be run and you will be prompted to save/view it. This install report should be printed and saved for later installation steps. See Device Installation for further details.

Press “Close” to complete the assisted setup portion of the installation.

When the installation is finished the “Assisted Setup” page should indicate that the process has been completed.

Completed
Note: Any errors or issues should be sent to Insight Works support for resolution/assistance.
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