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--- playground:cobiwms_configurator [2026/07/07 09:03] – created thuth
+++ playground:cobiwms_configurator [2026/07/08 14:49] (current) – thuth
@@ Line 1: / Line 1: @@
-COBI.wms Configurator
+====== COBI.wms Configurator ======
+The COBI.wms Configurator is a central administration tool. \\
+It is used to comfortably create and manage all tables, fields, procedures, and views required to use COBI.wms. \\
+The configurator supports both SQL and HANA databases, provided a management database is used for COBI.wms.
+===== Prerequisites =====
+The configurator can be easily installed by running the {{ :playground:mysetup.zip |mysetup.exe}} file. \\
+During the setup, a desktop icon can optionally be created.
+For use with an SQL database, the installation is now complete. \\
+However, if working with a HANA database, two additional prerequisites must be met on the executing device:
+  * An installed SAP HANA Client (download via SAP).
+  * After installing the client, it must be ensured that HDBODBC is configured as a System DSN in the ODBC data sources. \\
+{{:de:playground:odbc.png?600|}}
+{{:de:playground:odbc_2.png?600|}}
+Once these steps are completed, the configurator is fully ready for use with HANA databases.
+===== Settings =====
+{{:de:playground:ui.png?1100|}}
+To use the configurator, the connection data for the database where the management database is running (or will run in the future) must first be entered.
+Additionally, you select whether it is an SQL or HANA database. The standard ports for the respective database type (SQL: 1433, HANA: 30015) are pre-filled automatically but can be adjusted manually if required.
+Important: An active VPN connection may be required to access certain databases. Please check this in advance and activate the appropriate VPN profile.
+Clicking on "Save and Connect" initiates the connection. If successful, the indicator in the top right corner of the application turns green. If it remains gray, either connection data is missing, or the server cannot be reached.
+Note: Almost all functions of the COBI.wms Configurator require an active database connection and only work when the indicator is green! The only exception is the initial creation of the COBIWMS database – here, the indicator remains gray until the creation has been successfully completed.
+===== Company Management =====
+{{:de:playground:ui_2.png?900|}}
+{{:de:playground:ui_3.png?900|}}
+In the "Company Management" tab, you manage the COBI.wms companies (tenants) within the management database. Here you can create new companies as well as edit or delete existing ones. The integrated list view provides a clear overview of all existing companies. With a simple click on the respective entry, you can select the desired company directly for editing.
+===== User Management / Device Management =====
+{{:de:playground:ui_4.png?900|}}
+{{:de:playground:ui_5.png?900|}}
+In the "User Management" and "Device Management" tabs, the respective users and devices for COBI.wms are centrally managed in the management database.
+Similar to company management, entries can be created, edited, or deleted here. A clear list allows for quick selection of the desired user or device with a single click.
+Additionally, licenses can be assigned here, and individual module permissions can be controlled in detail.
+Note: Devices are usually recorded automatically in COBI.wms and stored with a unique ID in the ''Devices'' table. Manually creating devices is therefore rarely necessary, but has been integrated as a fallback solution. Please note that the exact UUID of the device is strictly required for correct manual creation!
+===== Licenses =====
+{{:de:playground:ui_6.png?900|}}
+The "Assign License" tab is used to link licenses to specific users or devices. To do this, first enter the license key and then select the corresponding recipient (user/device). If there is a large number of entries, the search field greatly facilitates pre-filtering the dropdown list.
+Note: A license can only exist once in the database table. If an already recorded license is assigned to another user or device, the existing table entry is overwritten. This mechanism effectively prevents the accidental dual use of licenses via the configurator.
+===== Permissions =====
+{{:de:playground:ui_7.png?900|}}
+The permission control allows you to define exactly which COBI.wms modules are visible or hidden for specific users or devices:
+  * Status 1: The module is visible.
+  * Status 0: The module is hidden.
+A click on the respective row changes the status. Using the trash can icon, you can completely remove existing permissions. To add a new permission, click on the red "+ New" button. A dialog window will then open to enter the corresponding data.
+{{:de:playground:ui_8.png?400|}}
+==== Note: ====
+The internal system abbreviations for the COBI.wms modules are as follows:
+^  Abbr  ^ Module                   ^
+| IGN | Plus Booking                |
+| IGE | Minus Booking               |
+| WTR | Inventory Transfer          |
+| PDN | Purchase Receipt            |
+| PKL | Picking                     |
+| RDR | Sales Order                 |
+| DLN | Sales Delivery              |
+| RPD | Purchase Return             |
+| RDN | Sales Return                |
+| IPE | Issue for Production        |
+| IPN | Receipt from Production     |
+| PRQ | Purchase Request            |
+| POR | Purchase Order              |
+| ITM | Inventory List              |
+| INC | Inventory Counting          |
+| WTQ | Inventory Transfer Request  |
+| PRINT | Label Printing            |
+| ITEM | Item Info                  |
+===== UDTs and UDFs =====
+{{:de:playground:ui_9.png?900|}}
+The configurator also assists you in correctly creating user-defined tables (UDTs) and fields (UDFs) required for certain additional options in COBI.wms. Here you can view detailed information about the respective options, generate the required structures via the "Create UDTs/UDFs" tab, and specifically delete (drop) database views.
+The official COBI.wms documentation forms the basis for the descriptions and the available options. (Note: If further options are added in new versions, the configurator must be updated accordingly in this regard.)
+{{:de:playground:ui_10.png?1100|}}
+To create UDTs and UDFs, first select the desired target database. The configurator will then automatically check for which options the necessary structures already exist. All options where at least one UDF or UDT is still missing will appear in the "Required Options" list. Select the desired entries and easily start the creation process using the button at the bottom.
+{{:de:playground:ui_11.png?1100|}}
+Deleting (dropping) views also requires the prior selection of the affected database. Clicking on "Drop Views" prompts the configurator to automatically search for the highest ''cwXX_Version'' and remove it. The result: The next time you log into COBI.wms, the views will be freshly and flawlessly rebuilt.
+Note: This process is iterative. If you click on "Drop Views" again after a successful deletion, the system searches for the next highest version. If, for example, the ''cw43'' was deleted first, the second click would remove the ''cw42'', provided the views have not been regenerated by a new login in the meantime.