SXP Production Deployment Guide

First published on: 02/29/2024/11:51 am

The Saltbox Platform Project Setup

Create a new blank project in your tenant and give it a suitable name.

Go to "Project Settings" and choose "Import from Template".

From the "Select a Template" dropdown:

• Find "SXP Production"
• Select the project assets (if not already selected)
• Click "Import"

Now that the project assets are installed, ensure the connectors are updated to their latest versions:

• Check the connectors page to see if there are available updates
• If yes, select the connector for updating
• Use the drop-down list on the right to select the latest version
• Click "Update"

Important: Stop the project engine to allow this update.

Once the connectors are updated, you must create connection configurations to communicate with your SAP Business One instance. 

In Saltbox, go to project settings and scroll down to the connection configurations.

There should be 3 connection configurations awaiting setup:

• B1WebAPI - Enables workflows to communicate with your SAP Business One system and retrieve data from SAP Business One to the "Shop Floor Data Capture" form and goods receipts and issues being written back to B1.
• Production Scheduler - Used by the production scheduler connector screen to retrieve the resources list and events (production orders) from SAP Business One.
• Load Data Workflow - Used by Saltbox workflows to call other workflows as needed.

Set up the Production Scheduler Connection:

• Enter the details.
• Enter the address of your B1WebAPI installation.
  • Enter the port as part of the host name, NOT in the separate field.
• Supply the B1 company name, username, and password from your B1WebAPI website configuration.
• Ensure the connection is successful before moving on.

The details for the B1WebAPI connection configuration are similar to the ProductionScheduler configuration, but the port can be entered in the separate field on the B1WebAPI connection.

Get the URLs and asset IDs off these screens:

• Production Scheduler
• Shop Floor Data Capture
• Goods Receipts and Issues

Find those screens on the project assets page, select them (one at a time), and choose the pen "Edit" icon. 

Copy the link for embedding this app and save it in Notepad.

The URL looks like this: https://conn-web.saltbox.io/scheduler/v1/private/11_0f0cf48e-08aa-429c-bbd9-fcf2373caccf/scheduler

Note the asset ID (highlighted in yellow) separately.

Repeat for the Goods Receipts and Issues screen, which is identical to the above.

Shop Floor Data Capture looks different because it's a different asset type. Go to the pen "Edit" icon on the Shop Floor Data Capture screen, expand the "Sharing" section, and copy the embed link.

The URL looks like this:

https://app.saltbox.io/saltboxdataapp/embeddedview/3664/5471/b21vsddez499

Note the asset ID (highlighted in yellow) separately.

Metadata Deployment

SAP Business One Meta Data Deployment

Download the Meta data deployment package here. Extract the Zip file on  location on the server where B1WebAPI is installed and configured.

Navigate to the Interconnect Server Tools directory in C:\ProgramFiles(x86)\ZedIT\ZedSuite Server Tools\ and run the InterConnectServerTools.exe, then choose the MetaData option.

Choose the company you wish to deploy the metadata package on. then browse to the location where the package has been extracted. if the package has been read successfully you will receieve the "Found valid meta data folder at C:\XXXXX where XXXX is your location. Then choose import.

NB - Meta data should only be deployed when no users are connected to the SAP Business One System and may take a few minutes to complete.

Saltbox Experience Platform Setup

• Open Saltbox Experience Platform (SXP)
• Change the URL after the port so it reads /adminapp/dashboard
• Navigate to the "Employee Portal Config" page

• Go to the "Saltbox Integration Settings" tab
• Click the "Enable Saltbox Integration" box
• Populate the application ID and client secret of your Saltbox Tenant (How to generate the Client Secret is just below)
• Click save

Generating a client secret

Go to the Saltbox Administration Page, then expand "Tenants" on the left hand side and choose Manage SSO Applications. On the top right, you can click the add new button.

Give the application a name and choose the customer it is for.

You can then copy the secret and paste it into the SXP Admin App Field.

In SAP Business One, check the add-on manager to ensure InterConnect Manager Addon is running.

You need to add new permission roles for the production screens at Interconnect Manager Addon > User Management > Manage Roles.

• Choose Employee Portal in the application field
• Add the three new roles, as in the screenshot below
  • Names are case-sensitive

From the main menu, go to Interconnect Manager Addon > Manage Menu.

In the "Application" field, choose Employee Portal. You'll see a list of the menu items in Saltbox Experience Platform. Ensure the new screens are added here, as in the screenshot below.

You can set your own structure to some extent, but in the example below, we created "Production" as a category (folder) in SXP, then added the 3 screens below it for the production scheduler, shop floor data capture, and goods receipts and issues.

Use the "+" plus icon on the top right to add new ones.

For each of the 3 screens:

• Add a new record
• Drill into the new record
• Configure the name, type, and menu icon you want
  • The screen type should be Saltbox Vewier, as it enables a drilldown near the "link" field
• Drill into the link and configure it using the URL collected earlier from Saltbox, as in the screenshot below
• Save

Ensure the new screens are in the menu structure and test them (although they may not show data until you configure SAP in the Administration Guide Section.

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