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--- app:advanced_productivity_pack_app [2019/06/06 22:15]
dtucker [SAP® Document Object Type Reference Guide]
+++ app:advanced_productivity_pack_app [2025/06/12 09:38] (current)
dtucker [APP/EFT Server Configuration]
@@ Line 2: / Line 2: @@
 ===== APP Installation =====
+<WRAP center round important>
+The current version of the application **requires** that any servers/client machines running the SAP B1 client and the application be using a **minimum** of version 4.8 of the Microsoft .Net Framework.
+</WRAP>
 TWBS Advanced Productivity Pack (APP) installation consists of the following steps.
+  * **MS .Net Framework Version Verification** – The latest versions of Third Wave SAP® Business One add-ons **require** that any servers/client machines running the SAP B1 client and the application are using a **minimum** of version 4.8 of the Microsoft .Net Framework.
   * **SAP® Business One Extensions Path for APP Data Logging** – Third Wave SAP® Business One add-ons have been updated with a new application data logging mechanism. It will no longer place files in the users local MY DOCUMENTS directory. The application will now use the SAP® Business One defined Extensions file path.
   * **SAP® Business One APP Client** – The TWBS APP add-on will **only** be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.
@@ Line 18: / Line 23: @@
   * **Setting SAP® Business One Authorizations for APP Admin Access** – Third Wave SAP® Business One add-ons have been updated to restrict access to application screens used for setup and/or configuration. Each user that you want to provide access to these screens will need to be manually provided authorization to access the specific screen through this process.
-  * [[#page20|Application Module Configuration]]
-    * [[#page21|Advanced Productivity Pack (APP)]]
-      * [[#page23|Creation of APP Database Objects]] – How to create the required database objects for the APP application.
-      * [[#page24|Setup Dashboards/Advanced Delivery Definitions]] – How to set up default dashboards and advanced delivery definitions.
-      * [[#page26|Standard APP Reports]] – The TWBS APP application provides 16 standard Crystal Report layouts for SAP® Business One marketing documents.
-    * [[#page28|Electronic Funds Transfer (EFT)]]
-      * [[#page29|Creation of EFT Database Objects]] – How to create the required database objects for the EFT application.
-{{:app/image44.jpeg?786}}
 ===== SAP® Business One Extensions Path for APP Data Logging =====
@@ Line 49: / Line 45: @@
 </WRAP>
-{{:app/image44.jpeg?786}}
 ===== SAP® Business One APP Client =====
@@ Line 61: / Line 57: @@
 </WRAP>
-{{:app/image44.jpeg?786}}
 ===== Licensing APP Modules =====
@@ Line 69: / Line 65: @@
 On start up, the application client will verify that a valid license exists for the application having been purchased based on your SAP® Business One installation number. If the license is verified, the application will start. If the application has not been purchased, a 30-day trial license will be issued to allow for limited use of the application. If your trial license has expired and you would like to purchase the application to obtain a full license key, please contact Third Wave Business Systems @ (201) 703-2100.
-{{:app/image44.jpeg?786}}
 ===== APP License Allocation to Specific SAP® Business One Users =====
@@ Line 75: / Line 71: @@
 The TWBS APP Processing application has been updated so that the manual allocation of user licenses to specific SAP® Business One users is no longer required. The application will automatically track when the application is connected/disconnected how many individual user licenses are currently in use.
-{{:app/image44.jpeg?786}}
 ===== APP/EFT Server Configuration =====
 <WRAP center round info>
-TWBS APP Server Configuration screen access is controlled through the SAP® Business One Authorizations function.
+**TWBS APP Server Configuration** screen access is controlled through the SAP® Business One Authorizations function.
 </WRAP>
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * The **<color #00a2e8>Server Name</color>**, **<color #00a2e8>Database</color>**, and **<color #00a2e8>SQL/Hana Provider</color>** values will be determined automatically based on the SAP® Business One company database the user is logged into.
@@ Line 97: / Line 93: @@
     * **<color #00a2e8>Never Refresh on Menu Load</color>**
   * Check the **<color #00a2e8>Suppress Menu Items for Doc Specific Reports on Main Menu</color>** checkbox if you do not wish for document specific reports to be displayed on the main SAP menu structure.
+  * Select the SMTP Authentication option if using SMTP for report delivery.
+    * **<color #00a2e8>Basic Authentication</color>** - The existing user/password SMTP authentication method.
+    * **<color #00a2e8>oAuth Authentication</color>** - New oAuth authentication method that will require the generation of new security credentials that will be entered into the fields that display on the selection of this option.
+      * **<color #00a2e8>Tenant ID</color>**
+      * **<color #00a2e8>Client ID</color>**
+      * **<color #00a2e8>Client Secret</color>**
+<WRAP center round important 75%>
+Support for oAuth SMTP authentication is limited to Microsoft Exchange Online servers at this time. Additional SMTP support will be added later.
+</WRAP>
+<WRAP center round important 75%>
+For instructions on how to generate oAuth account credentials for Microsoft Exchange Online servers, please use the following link:
+</WRAP>
   * Click the **<color #00a2e8>Test Connection</color>** button to test the data interface connection.
   * If the credentials entered allow a successful connection, the user will receive a confirmation message box.
   * Click the <color #22b14c>**Update**</color> button.
-{{:app/image44.jpeg?786}}
+<WRAP center round info 90%>
+If you are upgrading to a new version of APP from a prior version that did not store all APP information in the SAP® Business One company database, you will be required to convert or "migrate" the APP data during the upgrade process. Please refer to the **How To Migrate TWBS_SBO-Common Data During APP Ugrade** section of the guide.
+</WRAP>
+<WRAP center round info 90%>
+If you are upgrading to a new version of APP from a prior version that did not store customized form data as XML, you will be required to convert or "migrate" the customization data during the upgrade process. Please refer to the **How To Convert APP Form Customized Data to XML** section of the guide.
+</WRAP>
 ===== APP - Database Object Creation =====
@@ Line 109: / Line 128: @@
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * Click the **<color #22b14c>Recreate APP SQL Objects</color>** button to initiate the SAP® B1 company database object creation.
@@ Line 121: / Line 140: @@
   * Once the process is complete and successful, and the form is reloaded, the indicators next to the **<color #22b14c>Recreate APP SQL Objects</color>** and **<color #22b14c>Recreate APP SQL Objects</color>** buttons will display {{:app/image43.jpeg?18x19}}.
-{{:app/image44.jpeg?786}}
 ===== APP - Dashboards/Adv. Delivery Definition Setup =====
@@ Line 127: / Line 146: @@
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * Click the **<color #22b14c>Setup Dashboards/ADD Definitions</color>** button to initiate the dashboards and advanced delivery definitions setup.
   * Once the process is complete and successful, the indicator next to the **<color #22b14c>Setup Dashboards/ADD Definitions</color>** button will display {{:app/image43.jpeg?18x19}}.
-{{:app/image44.jpeg?786}}
 ===== APP - Standard Reports Included =====
@@ Line 142: / Line 161: @@
 Included Reports: **<color #22b14c>Quote</color>**, **<color #22b14c>Sales Order</color>**, **<color #22b14c>Pack List</color>**, **<color #22b14c>A/R Invoice</color>**, **<color #22b14c>Goods Return</color>**, **<color #22b14c>Purchase Order</color>**, **<color #22b14c>A/P Invoice</color>**, **<color #22b14c>Credit Memo</color>**, **<color #22b14c>Sales Return</color>**, **<color #22b14c>Goods Receipt PO</color>**, **<color #22b14c>Customer Statements</color>**, **<color #22b14c>Service Calls</color>**, **<color #22b14c>Check Printing</color>**, **<color #22b14c>A/R Down Payment</color>**, **<color #22b14c>A/P Down Payment</color>**, **<color #22b14c>Incoming Payments</color>**, **<color #22b14c>Outgoing Payments</color>**
-{{:app/image44.jpeg?786}}
 ===== EFT - Database Object Creation =====
@@ Line 150: / Line 169: @@
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * Click the <color #22b14c>**Create EFT Objects**</color> button to initiate the SAP® B1 company database object creation.
@@ Line 160: / Line 179: @@
   * Once the process is complete and successful, and the form is reloaded, the indicator next to the <color #22b14c>**Create EFT Objects**</color> buttons will display {{:app/image43.jpeg?18x19}}.
-{{:app/image44.jpeg?786}}
 ===== EFT - Standard Reports Included =====
@@ Line 170: / Line 189: @@
 Included Reports: **<color #22b14c>Incoming Payments</color>** & **<color #22b14c>Outgoing Payments</color>**
-{{:app/image44.jpeg?786}}
 ===== Setting SAP® Business One Authorizations for APP Configuration Access =====
@@ Line 194: / Line 213: @@
   * <color #00a2e8>**TWBS APP Form Registration**</color> – Provides authorization to access the **Form Registration Screen** form.
-{{:app/image44.jpeg?786}}
 ====== APP SAP® Business One Add-On Client Uninstall Process ======
@@ Line 266: / Line 285: @@
 {{:app/image56.jpeg?752x191}}
-  * A confirmation message box will appear for the remove of the extension/application. Click the <color #22b14c>**Yes**</color> button.
+  * Click the <color #22b14c>**Remove**</color> button.
 {{:app/image57.jpeg?752x260}}
-  * A confirmation message box will appear for the unassignment of the extension from the   * company database. Click the <color #22b14c>**Yes**</color> button.
+  * A confirmation message box will appear for the removal of the extension from the company database. Click the <color #22b14c>**Yes**</color> button.
-{{:app/image44.jpeg?786}}
 ====== Applying APP Updates ======
@@ Line 286: / Line 305: @@
   * If your previous version of the TWBS APP application is an earlier release of TWBS APP, you have the option to install the new patch without removing the previous patch and the System Landscape Directory will upgrade to the new patch.
-  * If you would rather remove the previous version prior to upgrading to the new patch release, you should refer to the APP SAP® Business One Add-OnClient Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
+  * If you would rather remove the previous version prior to upgrading to the new patch release, you should refer to the APP SAP® Business One Add-On Client Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
     * Once the previous version of TWBS APP has been uninstalled, you can follow the steps in the SAP® Business One Add-On Client Installation section of the User Guide to install the latest version.
-{{:app/image44.jpeg?786}}
 ====== APP Module Management ======
@@ Line 322: / Line 341: @@
 </WRAP>
-{{:app/image44.jpeg?786}}
 ====== APP Modules ======
@@ Line 416: / Line 435: @@
 </WRAP>
-{{:app/image44.jpeg?786}}
@@ Line 452: / Line 471: @@
 The Production Order database table (OWOR) does not have a specific ObjType field that contains the value for the Production Order document header record. Please refer to the **How To Add Link To Arrows for Production Order to TWBS Visual Query Results** section of the User Guide.
 </WRAP>
-====== Technical Support ======
-Support is provided for Third Wave’s APP application and all included modules. Please direct your inquiries regarding APP functional and technical capabilities to your SAP® Business One Partner or Third Wave Business Systems (TWBS).
+====== TWBS Application Technical Support ======
-Visit the [[https://portal.twbs.com|**TWBS Support Web Portal**]] (login required)
+Support is provided for Third Wave’s APP application and all included modules. Please direct your inquiries regarding APP functional and technical capabilities to your SAP® Business One Partner or Third Wave Business Systems (TWBS).
-Add/manage support tickets
-{{:app/image6.jpeg?10x10}}
-Obtain license keys
-{{:app/image6.jpeg?10x10}}
-View product brochures for other TWBS applications
-{{:app/image6.jpeg?10x10}}
- Visit the [[http://www.youtube.com/thirdwavesapb1|**TWBS YouTube Channel**]]
-{{:app/image888.jpeg}}
-Overview videos for a variety of TWBS applications Product training video series and demonstrations
+Visit the <wrap em>[[https://portal.twbs.com/m.htm#/|TWBS Support Portal]]</wrap> (login credentials required)
-{{:app/image6.jpeg?10x10}}{{:app/image6.jpeg?10x10}}
+  * Add/manage support tickets for product issues and inquiries.
+  * Review and download product software releases for upgrades.
+Visit the <wrap em>[[http://www.youtube.com/thirdwavesapb1|TWBS YouTube Channel]]</wrap>
+  * Product overview videos for all TWBS applications.
+  * Product training video series and demos for select products.

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