This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
cntr_mgmt:container_mgmt_webclient [2025/12/05 09:18] dtucker [TWBS Application Technical Support] |
cntr_mgmt:container_mgmt_webclient [2025/12/09 08:40] (current) dtucker [Container Management (Web Client)] |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====== Container Management (Web Client version) ====== | ====== Container Management (Web Client version) ====== | ||
| - | ===== Container Management (Web Client) Installation ===== | + | ===== Container Management (Web Client) Installation |
| - | + | ||
| - | <WRAP center round important> | + | |
| - | The current version of the application **requires** that any servers/ | + | |
| - | </ | + | |
| - | + | ||
| - | TWBS Electronic Funds Transfer (EFT) 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/ | + | |
| - | * **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. | + | |
| - | * **Licensing Advanced Productivity Pack (APP)** – TWBS SAP® Business One add-ons have been updated with an automatic licensing procedure based on the system SAP® Business One installation number. | + | |
| - | * **APP License Allocation to Specific SAP® Business One Users** – Individual assignment of APP licenses to specific SAP® Business One users is no longer required. | + | |
| - | * **APP/EFT Server Configuration** – Server configuration will allow you to verify the database connection credentials, | + | |
| - | * **Advanced Productivity Pack (APP)** | + | |
| - | * **Creation of APP Database Objects** – How to create the required database objects for the APP application. | + | |
| - | * **Setup Dashboards/ | + | |
| - | * **Standard APP Reports** – The TWBS APP application provides 16 standard Crystal Report layouts for SAP® Business One marketing documents. | + | |
| - | * **Electronic Funds Transfer (EFT)** | + | |
| - | * **Creation of EFT Database Objects** – How to create the required database objects for the EFT application. | + | |
| - | * **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. | + | |
| + | {{: | ||
| - | ===== SAP® Business One Extensions Path for EFT Data Logging | + | ===== Container Management (Web Client) - Database Object Creation |
| - | 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 | + | The first step in the setup of the Container Management (Web Client) |
| <WRAP center round info> | <WRAP center round info> | ||
| - | The specified Extensions Folder path should be a network location directory that is accessible | + | This process will need to be completed for each of the SAP B1 databases in which you want to use the Container Management (Web Client) |
| </ | </ | ||
| - | Launch the General Settings screen by selecting the <color # | + | * Launch the **<color #22b14c>Database Object Creation Wizard</ |
| - | <color #22b14c>**Administration**</color> {{: | + | |
| - | Click the <color # | + | {{ : |
| - | {{: | + | * Complete the connection fields on the screen. |
| - | | + | {{ : |
| - | <WRAP center round info> | + | * Click the **<color #22b14c>Create DB Objects</ |
| - | If you wish to change | + | |
| - | </ | + | |
| + | {{ : | ||
| + | * When the database object creation is complete, the user will receive the following message... | ||
| - | ===== SAP® Business One EFT Client ===== | + | {{ : |
| - | <WRAP center round info> | + | * Open your database management software package. |
| - | The TWBS APP add-on will **only** be available for installation through | + | * Navigate to your server and B1 database. |
| + | | ||
| + | | ||
| + | * Update | ||
| - | <wrap em> | + | {{ :cntr_mgmt: |
| - | [[addons:lightweight_deployment|Installing SAP® Business One Applications through the SLD]] | + | |
| - | </ | + | |
| - | </ | + | |
| + | {{: | ||
| + | ===== Container Management (Web Client) - User Defined Object Registration ===== | ||
| - | ===== Licensing EFT ===== | + | The second step in the setup of the Container Management (Web Client) |
| - | + | ||
| - | Third Wave Business System SAP® Business One add-ons have been updated with an automatic licensing procedure. In order to obtain a permanent license key, the production environment SAP® Business One installation number must first be provided to TWBS Support so that the information can be entered into our systems. | + | |
| - | + | ||
| - | On start up, the application | + | |
| - | + | ||
| - | ===== EFT Server Configuration ===== | + | |
| <WRAP center round info> | <WRAP center round info> | ||
| - | **TWBS APP Server Configuration** screen access is controlled through | + | This process will need to be completed for each of the SAP B1 databases in which you want to use the Container Management (Web Client) application. |
| </ | </ | ||
| - | |||
| - | * Launch the **<color # | ||
| - | |||
| - | {{ : | ||
| - | |||
| - | * The **<color # | ||
| - | * Enter the database user credentials in the fields provided. | ||
| - | * Enter the SMTP Server information in the fields provided, if using SMTP rather than MS Outlook. | ||
| - | * The **<color # | ||
| - | * The **<color # | ||
| - | * The **<color # | ||
| - | * Set the desired value for the APP Menu Refresh drop down. | ||
| - | * **<color # | ||
| - | * **<color # | ||
| - | * Check the **<color # | ||
| - | * Click the **<color # | ||
| - | * If the credentials entered allow a successful connection, the user will receive a confirmation message box. | ||
| - | * Click the <color # | ||
| - | |||
| - | <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 " | ||
| - | </ | ||
| - | |||
| - | <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 " | ||
| - | </ | ||
| - | ===== EFT - Database Object Creation ===== | ||
| - | |||
| - | If you are any of the APP modules of the TWBS APP application, | ||
| - | |||
| - | * Launch the **<color # | ||
| - | |||
| - | {{ : | ||
| - | |||
| - | * Click the **<color # | ||
| - | * The user will be notified once the process is complete. | ||
| - | * Click the **<color # | ||
| <WRAP center round info> | <WRAP center round info> | ||
| - | This process will initiate a prompt by SAP® Business One that new database objects | + | This process will require |
| - | </ | + | |
| - | * Once the process is complete and successful, and the form is reloaded, the indicators next to the **<color # | + | If you must do this while users are in the system, please alert them to the need to have saved their work before executing |
| - | + | ||
| - | + | ||
| - | ===== Setting SAP® Business One Authorizations for EFT Configuration 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 | + | |
| - | + | ||
| - | * Launch the General Authorizations screen by selecting the **<color # | + | |
| - | + | ||
| - | {{: | + | |
| - | + | ||
| - | * Expand the <color # | + | |
| - | * Inside the <color # | + | |
| - | + | ||
| - | <WRAP center round info> | + | |
| - | The <color # | + | |
| </ | </ | ||
| - | * <color #00a2e8>**TWBS Server Settings**</ | + | * Click the SAP menu option titled |
| - | * <color #00a2e8>**TWBS APP Report Maintenance**</ | + | * Click the <color #22b14c>**Next**</ |
| - | * <color #00a2e8>**TWBS APP Module Manager**</ | + | |
| - | ====== EFT SAP® Business One Add-On Client Uninstall Process ====== | + | {{ : |
| - | <WRAP center round info> | + | * Select the <color #22b14c>**Update an existing object**</ |
| - | 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.</WRAP> | + | * Select |
| + | * Click the <color # | ||
| - | <WRAP center round info> | + | {{ : |
| - | The SAP® Business One System Landscape Directory **must** be installed on the SAP® B1 Server to access this option. All installations and removals of APP versions 92.2.0 and above **must** be performed on the SAP® B1 Server through the System Landscape Directory.</ | + | |
| - | **<color #ed1c24>If your previous version of TWBS APP is a version that still utilizes | + | |
| - | </ | + | * Click the <color #22b14c>**Next**</ |
| - | ** | + | |
| - | * Open the Database Service Manager Screen select the Uninstall Service option. | + | {{ : |
| - | {{:app/image6.jpeg? | + | * Click the <color # |
| - | * Open the operating system option for administering programs through the Control Panel. | + | {{ : |
| - | * Uninstall the option for Third Wave APP Database Server. | + | |
| - | <color #ed1c24>**If your previous version | + | * Click the <color #22b14c>**Menu Item**</ |
| + | * Paste the <color # | ||
| + | * Enter the value <color # | ||
| + | * Enter the value <color # | ||
| + | * Click the <color # | ||
| - | * Launch the SAP® Business One <color # | + | {{ :cntr_mgmt: |
| - | * Move the entry with Third Wave APP in the Add-On Name column to the left by highlighting the row and clicking the button. | + | |
| - | * Click the <color # | + | |
| - | * Click the <color # | + | |
| - | * Log back into SAP® Business One to initiate the SAP® Business One client uninstall. | + | |
| - | **<color #ed1c24>If your previous version of TWBS APP is a version installed through Lightweight Deployment. | + | |
| - | </ | + | |
| - | <WRAP center round info>As of the release of Version 92.2.0 of the TWBS Advanced Productivity Pack (APP) application, | + | {{ : |
| - | <WRAP center round info> | + | * Click the <color #22b14c>**Next**</color> button. |
| - | The screenshots in this section are for a different application for process only. | + | |
| - | </WRAP> | + | |
| - | * Launch the SAP® Business One Add-On Administration screen selecting the menu option. | + | {{ : |
| - | * Click the <color # | + | |
| - | <WRAP center round info>The SAP® Business One System Landscape Directory | + | * Click the <color #22b14c>**Next**</color> button. |
| - | {{:app/image50.jpeg?752x398}} | + | {{ :cntr_mgmt: |
| - | * Selection of the link will open an instance of your default web browser to navigate to the Extension Manager. | + | * Select |
| + | * Check the <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | |||
| + | {{ : | ||
| - | <WRAP center round info>If you receive | + | * Select the <color #22b14c>**TWBS_CONT_LC**</ |
| + | * Check the <color #22b14c>**Visible**</ | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * <color # | ||
| + | * Click the <color # | ||
| - | * Log into the System Landscape Directory using the correct credentials. | + | {{ : |
| - | {{:app/image17.jpeg? | + | * Click the <color # |
| - | * Click on the <color # | + | {{ : |
| - | {{:app/image52.jpeg? | + | * Click the <color # |
| + | * Click the <color # | ||
| - | * Click on the line for the name of the application that you want to remove. | + | {{:app/image44.jpeg?786}} |
| - | * Click the <color # | + | |
| - | {{: | + | ===== Container Management (Web Client) - SAP B1 SLD Extension Manager Installation ===== |
| - | * A confirmation message box will appear for the un-assignment | + | The third step in the setup of the Container Management (Web Client) application is to register |
| - | {{:app/image54.jpeg? | + | * Log into the <color # |
| + | * Click the <color # | ||
| + | * Click the <color # | ||
| - | <WRAP center round info>If you need to remove the application from more than one SAP® B1 Company database, repeat these last few steps for each of the databases in the Company List which have the application assigned to them.</ | + | {{ : |
| - | * Click on the <color # | + | * Navigate to the location of the <color # |
| + | * Select | ||
| + | * Click the <color # | ||
| - | {{:app/image56.jpeg?752x191}} | + | {{ :cntr_mgmt: |
| - | * Click the <color # | + | |
| + | | ||
| - | {{:app/image57.jpeg?752x260}} | + | {{ :cntr_mgmt: |
| - | * A confirmation message box will appear for the removal of the extension from the company database. | + | * Click the <color # |
| - | ====== Applying EFT Updates ====== | + | {{ : |
| - | <WRAP center round info> | + | * Click the <color #22b14c>**Finish**</color> button. |
| - | 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.</WRAP> | + | |
| - | <WRAP center round info>The SAP® Business One System Landscape Directory **must** installed on the SAP® B1 Server to access this option. All installations and removals **must** be performed on the SAP® B1 Server through the System Landscape Directory.</ | + | {{ : |
| - | + | ||
| - | * If your previous version of the TWBS APP application is a non-SLD installed version, 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, | + | |
| - | + | ||
| - | * 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-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, | + | |
| - | + | ||
| - | ====== APP Module Management ====== | + | |
| - | + | ||
| - | TWBS APP application functionality is divided into separate modules. Only enable the modules for the aspects of APP that you want to use. These components are administered through the TWBS Module Manager screen. | + | |
| - | + | ||
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| - | * <color # | + | |
| <WRAP center round info> | <WRAP center round info> | ||
| - | The TWBS <color # | + | Once the Container Management |
| </ | </ | ||
| - | ===== Activating Modules ===== | + | {{: |
| - | * Select the <color # | + | ====== |
| - | + | ||
| - | * Click the <color # | + | |
| - | + | ||
| - | <WRAP center round info> | + | |
| - | Activating a module will enable this functionality for all users in the SAP Business One® company database, not just for an individual user. | + | |
| - | </ | + | |
| - | + | ||
| - | * Click the <color # | + | |
| - | + | ||
| - | <WRAP center round important> | + | |
| - | Activation and deactivation of modules will require the restarting of the APP SAP® Business One Client for the changes to be applied. | + | |
| - | </ | + | |
| - | + | ||
| - | ====== | + | |
| - | + | ||
| - | <WRAP center round info> | + | |
| - | For information on new features, functionality enhancements, | + | |
| - | </ | + | |
| - | + | ||
| - | ===== EFT - Electronic Funds Transfer | + | |
| - | + | ||
| - | <WRAP center round box 90%> | + | |
| - | <wrap em> | + | |
| - | [[app: | + | |
| - | </ | + | |
| - | </ | + | |
| <WRAP center round box 90%> | <WRAP center round box 90%> | ||
| <wrap em> | <wrap em> | ||
| - | [[app:eft_screens|Electronic Funds Transfer | + | [[cntr_mgmt:container_mgmt_webclient_screens|Container Management (Web Client) |
| </ | </ | ||
| </ | </ | ||
| Line 278: | Line 171: | ||
| <WRAP center round box 90%> | <WRAP center round box 90%> | ||
| <wrap em> | <wrap em> | ||
| - | [[app:eft_how_to|Using Electronic Funds Transfer]] | + | [[cntr_mgmt:container_mgmt_webclient_howto|Container Management (Web Client) How To]] |
| </ | </ | ||
| </ | </ | ||