ShopFloor MES client objects and client configuration

ShopFloor MES client objects and client configuration

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In order for ShopFloor to work in an on-premise installation, web services has to be installed and configured,
Also a Windows user with web services access must be created.
Please verify that you can connect to a BC / NAV SOAP web services page using Windows user credentials.
When this works, you are ready to install the ShopFloor client – the .NET client.

Seperate from the ShopFloor planning system, the system consists of a ShopFloor execution .NET component.

The NAVEKSA BC / NAV part has to be installed as Web Services.

1. Open the folder ”NAVEKSA SFS CLIENT SETUP”.

2. Run the file ”NAVEKSA SFS.msi”. We recommend installing the program on a network location and hereafter to insert the shortcut for this on the respective computers, which have to run the client. Please be aware that “Silent print” is desired, then this setup will only be appropriate if you have one common printer for all print. (Please read the section “Setup”).

3. Click ”Next” multiple times, until the program is installed.

4. After having finished the installation, the program must be configured to connect to the NAV Web Service.

5. Run “SFSSetup.exe” to configure the Client.

6. In the field “Shopfloor WS”, please enter the URL to the BC / NAV web service (you can look this up in NAV on the web service page).

7. In the field “Domain” please enter the domain name if running on a Domain Controller. Otherwise enter the local computer name. In some cases, which of several yet needs to be identified, it is sometimes necessary to leave the field blank. This may be the case if the client is installed on the DC or SQL server.

*If you are configuring for the cloud you must leave this value blank.

8. In the field ”Username” please enter a valid Windows and password user with the necessary Microsoft Dynamics rights (Rights to use the web service). You can test the user rights by opening the URL in a browser and entering the user credentials.

!Most optimal the web services user is setup with a “No expiration” password. However if the user password is changed, it must be changed here as well. Otherwise the operator client will not run with an error message 401 – Not authorized…

*If configuring for the cloud you have to generate a “Web Service Access Key” for the desired user in Business Central. Only enter the basic part of the user name. For instance if the username is “user@naveksa.com” only enter “user”.

9. In the field ”Password”, please enter the password of the user account. Note this password will be encrypted using Microsoft standard encryption.

*If configuring for the cloud use the “Web service Access Key” for the user.

10. In the field “AuthenticationMode” please choose the authentication mode according to your Microsoft environment. If you have chosen to use NTLM when setting up your Microsoft Dynamics NAV / Dynamics 365 Business Centralision instance, then choose the “NTLM” value. If you are running the web service as SSL, perhaps you have to choose “Digest”. The default is “Negotiate”

*If configuring for the cloud use “Basic” Authentication.

11. Update Timer Interval is the timer interval value in miliseconds. In regular use the recommended interval is between 3 and 5 minutes, so that is 180000 – 300000 miliseconds. If you want the ShopFloor client to update at a more regular interval, please decrease this value. Be aware that each update uses server resources, so be aware that the interval should not be too low.

!If you want to direct print from a shopfloor client to a specific user and printer you must setup this up on each individual work station you have to set the username for each ShopFloor. See the next 2 items.

12. Print Path. Path to local print resource folder when using silent print. The ShopFloor windows user must have write access to this folder.

!This is a prerequisite in a cloud setup.

13. Print User ID. Dynamics NAV / Dynamics 365 Business Central user with printer and report configuration this ShopFloor client uses when using silent print.

!This is not possible in a cloud setup

14. Press “Save and Start” to test whether the SHOPFLOOR Client is configured properly.

15. Please be aware that it can be necessary to experiment with the different AuthenticationMode settings, if you are not 100% sure of your Microsoft environment security setttings.

NAVEKSA A/S - Microsoft Certified Manufacturing Solutions for Dynamics NAV / Dynamics 365 Business Central - All rights reserved 2022

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