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--- app:advanced_productivity_pack_app [2019/07/30 10:00]
dtucker
+++ 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 71: / Line 76: @@
 <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 88: / 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.
+<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 100: / 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 118: / 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.
@@ Line 141: / 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 257: / 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.
@@ Line 277: / 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.
@@ Line 452: / Line 480: @@
-Visit the <wrap em>[[https://portal.twbs.com/vsguser/m.htm#/|TWBS Support Portal]]</wrap> (login credentials required)
+Visit the <wrap em>[[https://portal.twbs.com/m.htm#/|TWBS Support Portal]]</wrap> (login credentials required)
   * Add/manage support tickets for product issues and inquiries.

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