Run Warehouse Insight on Your Windows Desktop

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Run Warehouse Insight on Your Windows Desktop

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You may want to run Warehouse Insight on your Windows desktop for testing/training purposes, without the need for a mobile device. You have two options, depending on the operating system of the mobile device you intend to use.

  • An Android emulator will emulate using an Android mobile device.
  • The Windows Desktop Client will emulate using a Windows mobile device.

Feel free to use either option—the differences between them are purely aesthetic. The core functionality is the same.

This article describes the set up process for both options.

Note

The steps vary slightly depending on whether you are using Business Central Cloud or NAV/Business Central on-premises. Please make sure you read the instructions that are applicable to you.

Business Central Cloud

An Android emulator will emulate the experience of using Warehouse Insight on an Android mobile device. Insight Works does not have an in-house Android emulator, but there are a variety of free and paid options available online. We suggest that you research options online and choose the emulator that best suits your needs. Two commonly used emulators are MEmu and BlueStacks.

Disclaimer

Insight Works is not affiliated, associated, authorized, endorsed by, or in any way officially connected with MEmu or BlueStacks. The use of their software is done at your own discretion and risk.

Once you have installed the emulator, the Warehouse Insight application can be installed via an .apk file that is available from Insight Works on request.

Prerequisites

  • The Warehouse Insight extension has been installed in Business Central.
  • The Warehouse Insight Setup Wizard has been completed.
  • At least one Device Configuration has been created.
  • If using logins on your device, the logged in user has the SUPER permission set or both the IWORKS COMMON and WHI – ALL permission sets.

Install the emulator

  1. Install your chosen emulator.
  2. Contact support@dmsiworks.com to obtain the Warehouse Insight .apk file.
  3. Install the Warehouse Insight application in the emulator. The installation method may vary depending on your emulator, refer to your emulator’s website or documentation for more detailed instructions.
  4. Once the Warehouse Insight application is installed, proceed to the next section.

Configure the emulator

  1. Open the Warehouse Insight application.
  2. Select the icon > Configure.
  3. If you are prompted for a password, the default password is “1234”.
  4. On the System tab, enter the Configuration Code, Web Service, and Company Name (hover over a field name for more details).
  5. Select the icon > Logins, then choose the Login Method.
  6. Select the icon > Close, then select Yes when prompted to save changes.
  7. The application will reload and will now be connected to Business Central. If you chose “Windows” or “User” for the login method, you will be prompted to enter your login credentials. Your username is the name of your Business Central user and your password is your Web Service Access Key which can be found on your User page in Business Central.
  8. Enter your credentials and select Sign In. If you enable the Remember Me setting, your credentials will be saved and pre-filled the next time you log in.
  9. You will now be logged in and ready to go.

The Windows Desktop Client will emulate the experience of using Warehouse Insight on a Windows mobile device. If Warehouse Insight was installed by Insight Works, the Desktop Client may already be installed for you. If you have installed Warehouse Insight yourself, you will also need to install the Desktop Client.

Figure 1 The Windows Desktop Client home screen.

Prerequisites

  • The Warehouse Insight extension has been installed in Business Central.
  • The Warehouse Insight Setup Wizard has been completed.
  • At least one Device Configuration has been created.
  • If using logins on your device, the logged in user has the SUPER permission set or both the IWORKS COMMON and WHI – ALL permission sets.

Install the Desktop Client

  1. Run the Desktop Client installer. If you do not have the installer, please contact support@dmsiworks.com.
  2. A shortcut called “WHI” will be added to your desktop.
  3. Go to “C:\Program Files (x86)\Insight Works\WHI”, then right-click the “Desktop Client” folder and select Properties > Security.
  4. Select Edit, then choose the “Users” group and check “Allow” for the Full control checkbox. This will give your user permission to edit the configuration for the Desktop Client.

Configure the Desktop Client

  1. Open the Desktop Client
  2. Select Options > Configure.
  3. On the System tab, enter the PDA Code, Web Service, and Nav Company (hover over a field name for more details).
  4. On the Logins tab, choose the Login Method and enter your default credentials if desired. Your username is the name of your Business Central user and your password is your Web Service Access Key which can be found on your User page in Business Central.
  5. Select Close and then Yes when prompted to save your settings.
  6. The Desktop Client will reload and will now be connected to Business Central. If you chose “Windows Authentication” or “User” for the Login Method and you did not enter default credentials, you will be prompted to enter them now.
  7. Enter your credentials and select Sign In. If you enable the Remember Me setting, your credentials will be saved and pre-filled the next time you log in.
  8. You will now be logged in and ready to go.

NAV/Business Central On-Premises

Content coming soon…

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