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.

If you have an on-premises or private cloud installation of SAP Business One with Service Layer available (which means it is either based on SAP HANA, or the version of SAP Business One is 10.0 or newer) then follow these steps:

1. Create the Management Database
   1. Create the database itself by copy-pasting the correct creation script into SQL Server Management Studio or HANA Studio
   2. Add SAP Business One connections by using the appropriate INSERT statement from the Management Database
   3. Import licenses by using the appropriate INSERT statement from the Management Database documentationdocumentation
2. (For HANA: Install and start the HANA Proxy)
3. Make sure that the TCP ports for direct DB queries and Service Layer are not blocked
   1. MS SQL Server: 1433
   2. HANA Proxy: 30075
   3. Service Layer: 50000 (https) or 50001 (http)
4. Install COBI.wms from the Google Play Store on an Android device that can access the SAP Business One server
5. (optional) Use cobiwms-config.html to generate a Settings QR Code to scan with the app
6. Open COBI.wms on the Android device and scan the Settings QR Code or enter the settings manually
7. Click Connect and take note of the device ID on the right side of the screen below the Login button
8. Assign a license to that device ID (see License Management)
9. Log in to COBI.wms and make a test booking
10. (optional) Create COBI.wms users in the Management Database (see COBI.wms Users)
11. (optional) Disable all modules for all devices and enable them for users instead to force user login (see Permission Management)

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.

1. Import the Integration Framework Scenario Package
   1. Afterwards, copy the Trigger URL as described in the linked page and temporarily save it somewhere
2. Follow all the steps of the following section (on-prem with Service Layer), with the following differences:
   1. Use the Trigger URL for the APIURL field of the SAP Business One company connection added to the Management Database
   2. Make sure that TCP Port 8080 for Integration Framework is opened on the server

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.

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:

1. Choose Companies (public cloud) at the top of the page.
2. Click on New to start creating a new Company connection.
3. Enter the connection settings as instructed. (Fill at least Service Layer URL, Username, and Password.)
4. (To add additional company connections, like for a testing database, repeat steps 2 and 3.)
5. Click on Generate QR Code to display a QR Code containing the entered settings.
6. Start COBI.wms on your Android device and open the Settings screen if it doesn't open automatically.
7. 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.)

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.)

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.

There are some steps you might need to take which are independent of the SAP Business One installation:

• DataWedge Settings: If you have a Zebra scanner, see this page.
• Barcode scanning via Bluetooth: See here for special instructions regarding Bluetooth-based barcode scanners.
• App Options: COBI.wms has many options to customize the app for your needs.
• Print Settings: See here for connecting to ZPL-based label printers.
• Label Templates: See here for a guide on designing COBI.wms label templates.