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--- cntr_mgmt:container_mgmt_webclient [2025/12/05 12:07]
dtucker [Container Management (Web Client) - Database Object Creation]
+++ 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) Installation =====
+===== Container Management (Web Client) Installation Steps =====
-TWBS Container Management (Web Client) installation consists of the following steps.
+{{:app/image44.jpeg?786}}
-  * **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.
+===== Container Management (Web Client) - Database Object Creation =====
-  * **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.
-  * **Container Management (Web Client) Server Configuration** – Server configuration will allow you to verify the database connection credentials, enabled individual functionality modules within APP, create required database objects for installations/upgrades, and migrate APP Customizer or report data from older versions of APP if required during an upgrade.
+The first step in the setup of the Container Management (Web Client) application is to install objects in the database.
+<WRAP center round info>
+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.
+</WRAP>
-===== SAP® Business One Extensions Path for Container Management (Web Client) Data Logging =====
+  * Launch the **<color #22b14c>Database Object Creation Wizard</color>** screen.
-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.
+{{ :cntr_mgmt:cm_b1web_install_dbsvr.jpg?nolink |}}
-<WRAP center round info>
+  * Complete the connection fields on the screen.
-The specified Extensions Folder path should be a network location directory that is accessible to all SAP® B1 users starting the application.
-</WRAP>
-Launch the General Settings screen by selecting the <color #22b14c>**General Settings**</color> menu option under the
+{{ :cntr_mgmt:cm_b1web_install_dbsvr_filled.jpg?nolink |}}
-<color #22b14c>**Administration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**System Initialization**</color> menu groups.
+  * Click the **<color #22b14c>Create DB Objects</color>** screen.
+{{ :cntr_mgmt:cm_b1web_install_dbsvr_creating.jpg?nolink |}}
+  * When the database object creation is complete, the user will receive the following message...
+{{ :cntr_mgmt:cm_b1web_install_dbsvr_completed.jpg?nolink |}}
+  * Open your database management software package.
+  * Navigate to your server and B1 database.
+  * Open the SBO_SP_PostTransactionNotice stored procedure in the B1 database to alter it.
+  * Add the code listed below to the stored procedure.
+  * Update the SP to save the changes.
+{{ :cntr_mgmt:cm_b1web_sboposttrxnotice_call.jpg?nolink |}}
-Click the <color #ff7f27>**Path**</color> tab along the top of the form .
+{{:app/image44.jpeg?786}}
-{{:app/image11.jpeg?772x162}}
+===== Container Management (Web Client) - User Defined Object Registration =====
- Verify that a directory that is accessible to all SAP® B1 users starting the application is specified on the <color #00a2e8>**Extensions Folder**</color> line.
+The second step in the setup of the Container Management (Web Client) application is to UDO Reg.
 <WRAP center round info>
-If you wish to change the <color #00a2e8>**Extensions Folder**</color> location, please be sure that all users are logged out of all TWBS add-on applications before the new directory is selected.
+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.
 </WRAP>
+<WRAP center round info>
+This process will require that users in the B1 system have their open screens closed because of updates to the database tables. It is recommended that this be done with minimal or no users are logged in.
+If you must do this while users are in the system, please alert them to the need to have saved their work before executing the update.
+</WRAP>
+  * Click the SAP menu option titled <color #22b14c>**Object Registration Wizard**</color> under the <color #22b14c>**Tools**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**Customization Tools**</color> menus to load the screen.
+  * Click the <color #22b14c>**Next**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_udoreg02.jpg?nolink |}}
-===== Licensing Container Management (Web Client) =====
+  * Select the <color #22b14c>**Update an existing object**</color> option.
+  * Select the <color #22b14c>**Container Management (TWBS_CONT_HDR)**</color> object from the list below.
+  * Click the <color #22b14c>**Next**</color> button.
-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. The SAP® Business One installation number is a critical component to the new TWBS application license keys. Without this information you will only be able to obtain a 30-day application trial license.
+{{ :cntr_mgmt:cm_b1web_install_udoreg03.jpg?nolink |}}
-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.
+  * Copy the <color #22b14c>**Container Management**</color> value from the <color #22b14c>**Name**</color> field.
+  * Click the <color #22b14c>**Next**</color> button.
-===== Container Management (Web Client) - Database Object Creation =====
+{{ :cntr_mgmt:cm_b1web_install_udoreg04.jpg?nolink |}}
-The first step in the setup of the Container Management (Web Client) application is to install objects in the database.
+  * Click the <color #22b14c>**Next**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_udoreg05.jpg?nolink |}}
-If you are any of the APP modules of the TWBS APP application, you **must** create the associated database objects required for the APP application.
+  * Click the <color #22b14c>**Menu Item**</color> checkbox.
+  * Paste the <color #22b14c>**Container Management**</color> value into the <color #22b14c>**Menu Caption**</color> field.
+  * Enter the value <color #22b14c>**2304**</color> value into the <color #22b14c>**Parent Menu ID**</color> field to place your menu item in the SAP B1 <color #22b14c>**Purchasing A/P**</color> menu group.
+  * Enter the value <color #22b14c>**2**</color> value into the <color #22b14c>**Position**</color> field to place your menu item in the second position of the SAP B1 <color #22b14c>**Purchasing A/P**</color> menu group.
+  * Click the <color #22b14c>**Next**</color> button.
-  * Launch the **<color #22b14c>Database Object Creation Wizard</color>** screen.
+{{ :cntr_mgmt:cm_b1web_install_udoreg06.jpg?nolink |}}
-{{ :cntr_mgmt:cm_b1web_install_dbsvr.jpg?nolink |}}
+  * Click the <color #22b14c>**Next**</color> button.
-  * Complete the connection fields on the screen.
+{{ :cntr_mgmt:cm_b1web_install_udoreg07.jpg?nolink |}}
-{{ :cntr_mgmt:cm_b1web_install_dbsvr_filled.jpg?nolink |}}
+  * Click the <color #22b14c>**Next**</color> button.
-  * Click the **<color #22b14c>Create DB Objects</color>** screen.
+{{ :cntr_mgmt:cm_b1web_install_udoreg08.jpg?nolink |}}
-{{ :cntr_mgmt:cm_b1web_install_dbsvr_creating.jpg?nolink |}}
+  * Click the <color #22b14c>**Next**</color> button.
-{{ :cntr_mgmt:cm_b1web_install_dbsvr_completed.jpg?nolink |}}
+{{ :cntr_mgmt:cm_b1web_install_udoreg09.jpg?nolink |}}
+  * Select the <color #22b14c>**TWBS_CONT_LINE**</color> option for the table from the dropdown.
+  * Check the <color #22b14c>**Visible**</color> column for the table fields listed in the grid with the following <color #22b14c>**Column Description**</color> values.
+    * <color #22b14c>**Item Code**</color>
+    * <color #22b14c>**PO Qty**</color>
+    * <color #22b14c>**PO Line**</color>
+    * <color #22b14c>**Price**</color>
+    * <color #22b14c>**Quantity**</color>
+    * <color #22b14c>**Item Total**</color>
+    * <color #22b14c>**Vendor**</color>
+    * <color #22b14c>**Volume**</color>
+    * <color #22b14c>**Weight**</color>
+{{ :cntr_mgmt:cm_b1web_install_udoreg10.jpg?nolink |}}
-{{ :cntr_mgmt:cm_b1web_sboposttrxnotice_call.jpg?nolink |}}
+  * Select the <color #22b14c>**TWBS_CONT_LC**</color> option for the table from the dropdown.
+  * Check the <color #22b14c>**Visible**</color> column for the table fields listed in the grid with the following <color #22b14c>**Column Description**</color> values.
+    * <color #22b14c>**Amount**</color>
+    * <color #22b14c>**Code**</color>
+    * <color #22b14c>**Name**</color>
+    * <color #22b14c>**Overhead Cost**</color>
+  * Click the <color #22b14c>**Next**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_udoreg11.jpg?nolink |}}
-  * Click the **<color #22b14c>Recreate APP SQL Objects</color>** button to initiate the SAP® B1 company database object creation.
+  * Click the <color #22b14c>**Finiah**</color> button.
-  * The user will be notified once the process is complete.
-  * Click the **<color #22b14c>Create APP Objects</color>** button to initiate the SAP® B1 company database object creation.
-<WRAP center round info>
+{{ :cntr_mgmt:cm_b1web_install_udoreg12.jpg?nolink |}}
-This process will initiate a prompt by SAP® Business One that new database objects have been created and they will need to close open windows.
-</WRAP>
-  * 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}}.
+  * Click the <color #22b14c>**Yes**</color> button on the message prompt to close the open B1 screens for all users currently logged in to allow the updates to the database structure. Please notify all users before accepting if there are active users in the system so they can save their work.
+  * Click the <color #22b14c>**Finish**</color> button.
+{{:app/image44.jpeg?786}}
+===== Container Management (Web Client) - SAP B1 SLD Extension Manager Installation =====
-===== Container Management (Web Client) =====
+The third step in the setup of the Container Management (Web Client) application is to register the software in the SAP B1 SLD Extension Manager.
+  * Log into the <color #22b14c>**SAP B1 SLD Extension Manager**</color>.
+  * Click the <color #22b14c>**Import**</color> button to load the <color #22b14c>**Extension Import Wizard**</color>.
+  * Click the <color #22b14c>**Browse**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_sldreg01.jpg?nolink |}}
+  * Navigate to the location of the <color #22b14c>**Container Management (Web Client)**</color> installer package.
+  * Select the installer package file.
+  * Click the <color #22b14c>**Upload**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_sldreg02.jpg?nolink |}}
+  * Review the information for the application on the <color #22b14c>**System Information**</color> screen.
+  * Click the <color #22b14c>**Approve**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_sldreg03.jpg?nolink |}}
+  * Click the <color #22b14c>**Next**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_sldreg04.jpg?nolink |}}
+  * Click the <color #22b14c>**Finish**</color> button.
+{{ :cntr_mgmt:cm_b1web_install_sldreg05.jpg?nolink |}}
+<WRAP center round info>
+Once the Container Management (Web Client) application is installed. You will need to assign it to each of the SAP B1 databases that you want to use it in.
+</WRAP>
+{{:app/image44.jpeg?786}}
+====== Container Management (Web Client) Functions ======
 <WRAP center round box 90%>
@@ Line 90: / Line 169: @@
 </WRAP>
+<WRAP center round box 90%>
+<wrap em>
+[[cntr_mgmt:container_mgmt_webclient_howto|Container Management (Web Client) How To]]
+</wrap>
+</WRAP>
 ====== TWBS Application Technical Support ======

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