Differences

This shows you the differences between two versions of the page.

--- cobi.wms:installation_guides [2022/04/19 11:46] – [Public cloud] tkammer
+++ cobi.wms:installation_guides [2023/08/10 14:30] (current) – tkammer
@@ Line 1: / Line 1: @@
-====== Step-by-step implementation guides ======
+====== Installation Guides ======
 The steps you need to follow for implementing COBI.wms depend on the type of your SAP Business One installation.  Follow the steps under the section that describes your environment.
-===== On-premises or private cloud, MS SQL Server, SBO 9.3 or earlier =====
-If you have an **on-premises or private cloud** installation of SAP Business One **Version 9.3 or older**, based on Microsoft **SQL Server** then please refer to the following steps.  Note that the **Integration Framework** must be installed already.
-  - Import the **[[B1i Scenario Package]]**
-    - Afterwards, copy the **Trigger** URL as described in the linked page and temporarily save it somewhere
-  - Follow all the steps of the following section (on-prem with Service Layer), with the following differences:
-    - Use the Trigger URL for the ''APIURL'' field of the SAP Business One company connection added to the Management Database
-    - Make sure that TCP Port 8080 for Integration Framework is opened on the server
 ===== On-premises or private cloud, with Service Layer =====
@@ Line 19: / Line 9: @@
   - Create the **[[Management Database]]**
     - Create the database itself by copy-pasting the correct creation script into //SQL Server Management Studio// or //HANA Studio//
-    - Import licenses by using the appropriate ''INSERT'' statement from the Management Database documentation
+    - Add SAP Business One connections by using the appropriate ''INSERT'' statement from the Management Database
-    - Add SAP Business One connections by using the appropriate ''INSERT'' statement from the Management Database documentation
+    - Import licenses by using the appropriate ''INSERT'' statement from the Management Database documentationdocumentation
   - (For HANA: Install and start the **[[HANA Proxy]]**)
-  - Install COBI.wms from the Google Play Store on an Android device that can access the SAP Business One server
   - Make sure that the TCP ports for direct DB queries and Service Layer are not blocked
     - MS SQL Server: 1433
     - HANA Proxy: 30075
     - Service Layer: 50000 (https) or 50001 (http)
-  - (optional) Use **{{cobiwms-config.html}}** to generate a Settings QR Code
+  - Install COBI.wms from the Google Play Store on an Android device that can access the SAP Business One server
-  - Open COBI.wms on the Android device and scan the Settings QR Code (or enter the settings manually)
+  - (optional) Use **{{cobiwms-config.html}}** to generate a Settings QR Code to scan with the app
+  - Open COBI.wms on the Android device and scan the Settings QR Code or enter the settings manually
   - Click Connect and take note of the device ID on the right side of the screen below the Login button
-  - Assign a license to that device ID (see Management Database documentation again)
+  - Assign a license to that device ID (see [[Management_database#license_management | License Management]])
-  - Log in to COBI.wms with an empty username/password and make a test booking
+  - Log in to COBI.wms and make a test booking
-  - (optional) Create COBI.wms users in the Management Database
+  - (optional) Create COBI.wms users in the Management Database (see [[management_database#cobiwms_users | COBI.wms Users]])
-  - (optional) Disable all modules for all devices and enable them for users instead to force user login
+  - (optional) Disable all modules for all devices and enable them for users instead to force user login (see [[management_database#permission_management | Permission Management]])
+===== (SBO 9.3 or earlier only) On-premises or private cloud, MS SQL Server =====
+**Warning: The use of Integration Framework with COBI.wms is deprecated and highly discouraged for new installations.  Most new COBI.wms features are only available when using Service Layer.**
+If you have an **on-premises or private cloud** installation of SAP Business One **Version 9.3 or older**, based on Microsoft **SQL Server** then please refer to the following steps.  Note that the **Integration Framework** must be installed already.
+  - Import the **[[B1i Scenario Package]]**
+    - Afterwards, copy the **Trigger** URL as described in the linked page and temporarily save it somewhere
+  - Follow all the steps of the previous section (on-prem with Service Layer), with the following differences:
+    - Use the Trigger URL for the ''APIURL'' field of the SAP Business One company connection added to the Management Database
+    - Make sure that TCP Port 8080 for Integration Framework is opened on the server
 ===== Public cloud =====
-If you are using SAP Business One from a public cloud (SAP-hosted or partner-hosted) then your provider **must make Service Layer available** and setting up the app is very easy.
+==== Prerequisites ====
+If you are using SAP Business One from a public cloud (SAP-hosted or partner-hosted) then first of all, **your cloud provider must make Service Layer accessible**.  Talk to your provider for details about this.
+Additionally, to make all features of COBI.wms available and for better performance, the app needs to create a number of SQL Queries over Service Layer.  This requires **SAP Business One Version 10 FP2011** or newer.  Also, you either need a superuser to create the SQL Queries, or a user with the permission **Modify SQL Queries in Service Layer** which is only available starting with **FP2108**.  Please see the section **Creating SQL Queries** below for more details.
+==== Configuring the app ====
+To configure the connection of the app to your SAP Business One cloud account, open **{{cobiwms-config.html}}** in a new tab of your browser, and follow these steps:
+  - Choose **Companies (public cloud)** at the top of the page.
+  - Click on **New** to start creating a new Company connection.
+  - Enter the connection settings as instructed.  (Fill at least Service Layer URL, Username, and Password.)
+  - (To add additional company connections, like for a testing database, repeat steps 2 and 3.)
+  - Click on **Generate QR Code** to display a QR Code containing the entered settings.
+  - Start COBI.wms on your Android device and open the **Settings** screen if it doesn't open automatically.
+  - Scan the QR Code on your monitor.  (If your device's built-in scanner doesn't support QR Code, or you're using a regular Android device without a barcode scanner, then tap the **barcode icon** at the top right of the screen to open the device's camera for scanning.  After the QR Code is recognized, tap on **Use** on the bottom right.)
+==== Creating SQL Queries ====
+When connecting to a cloud deployment of SAP Business One, COBI.wms cannot establish a direct database connection and instead has to request all data over Service Layer.  To improve the functionality and performance of these data requests, the app can create a number of SQL Queries while logging in to a company database.
+This is done by checking **Update SQL Queries** in the login screen, below the login button, before logging in.  (This will create the Queries if they were not created yet, and update them to the newest version if they were already created but not up-to-date, so it's recommended to do this once for every new version of COBI.wms.)
-Just use **{{cobiwms-config.html}}** to generate a Settings QR Code.  First, choose "Companies (public cloud)" at the top.  Then click on "New" and enter the settings for a company connection.  After you've created and entered the settings for one or more company connections, click on "Generate QR Code" and scan the code with the app while the Settings screen is opened in the app.
+For this SQL Query creation/update to work correctly, the SAP user you've entered for the connection settings (see step 3 of the previous section) has to be either a superuser, or have the permission **Modify SQL Queries in Service Layer** under the "General" category.  This permission is only available since **SAP Business One Version 10 FP2108**.  In older versions, you must use a superuser.
 ===== All types of installation =====