Infor SyteLine Integration Guide for Infor Factory Track

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Infor SyteLine Integration Guide for

Infor Factory Track

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Publication Information

Release: Infor SyteLine 9.00 and above Publication date: July 16, 2014

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About This Guide

This guide describes how to implement the integration between Infor Factory Track and Infor SyteLine.

About Infor Factory Track

Infor Factory Track is a comprehensive manufacturing, labor, and attendance operations and collection system. The application directly integrates to your ERP system, streaming up-to-date information directly to and from the shop floor. Infor Factory Track comprises three fully-integrated modules:

 Infor Shop Floor  Infor Time Track

 Infor Warehouse Mobility

Contacting Infor

If you have questions about Infor products, go to the Infor Xtreme Support portal at http:// www.infor.com/inforxtreme.

If we update this document after the product release, we will post the new version on this Web site. We recommend that you check this Web site periodically for updated documentation.

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Chapter 1: Integration

Scope of integration

Business process responsibilities in the integration between SyteLine and Factory Track are divided as follows:

 Shop Floor manages transactions performed by shop floor personnel  Time Track manages time and attendance information

 Warehouse Mobility performs inventory transactions inside warehouses  Factory Track performs transactions in SyteLine

Requirements

Make sure you have installed and configured the necessary hardware and software for all of these components:

 Infor ERP SyteLine version 9.00.00 or above  Infor Factory Track version 5.00.00 or above

Integration architecture

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Integration

Per the chart above, you must perform these tasks to complete the integration between Infor Factory Track and SyteLine:

1 Configure SyteLine Adapter

2 Link Bridge2World and SyteLine Adapter 3 Link Infor Factory Track and Bridge2World

4 Integrate the Factory Track and SyteLine databases to read data from SyteLine 5 Configure document integration parameters

After performing these tasks, you should test the integration to verify that it has been set up successfully.

Configuring SyteLine Adapter

Factory Track uses SyteLine IDOs and processes to process requests and to use existing SyteLine data. Factory Track uses Warehouse Mobility for Factory Track to connect to SyteLine. SyteLine Adapter is included with Warehouse Mobility for Factory Track and must be configured to complete the connection between Factory Track and SyteLine.

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Integration

Configuring SyteLine Adapter services

The Infor Warehouse Mobility for Factory Track installer includes one

InforWMDevelopmentAdaptorService file and two production Warehouse Mobility adapter services for integration with SyteLine.

To configure these adapter services:

1 You must set up a user account in SyteLine, which will allow SyteLine Adapter to communicate with the SyteLine application. To set up this user account:

a Open the Users form.

b Specify the user ID and password. These values must match those specified in the InforWMDevelopmentAdapterConfig.xml file.

c Assign the profile to the SyteLineAutomation module using the User Modules button. d Select the Super User checkbox.

e Save the profile.

f Restart the InforWMDevelopmentAdaptorService service.

See “Users” in the SyteLine online help for more information about creating user profiles. 2 Open the InforWMDevelopmentAdapterConfig.xml file located in C:\b2bar\config. 3 Edit these values in the XML file:

Username

Specify a username for signing into SyteLine. This user must have an automation license.

Password

Specify a password for signing into SyteLine.

Configuration

Specify a configuration for signing into SyteLine. This value is case sensitive.

URL

Specify the SyteLine Runtime URL to connect to Factory Track. You must specify the server and path. For example, IDORequestService/RequestService.aspx.

Here is an example of the edited XML file: <ConfigurationSettings> <username>SyteLine user</username> <password>SyteLine password</password> <configuration>Demo</configuration> <url>http://server/IDORequestService/RequestService.aspx</url> <port>6060</port>

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Integration

4 Open the InforWMProductionAdapterConfig1.xml and InforWMProductionAdapterConfig2.xml files. Make the same edits to these files that you made in step 2.

5 Select Control Panel > Administrative Tool > Services to open the Services box. 6 Start these services by selecting them and clicking Start:

 InforWMDevelopmentAdapterService  InforWMProductionAdapterService1  InforWMProductionAdapterService2

7 Right-click each service from step 5 and select Properties. Change the startup type from Manual to Automatic. Click OK.

8 Select the Bridge2World service and click Restart.

Linking Bridge2World and SyteLine Adapter

By default, the Infor Warehouse Mobility for Infor Factory Track for SyteLine installer comes with one test/development Infor Factory Track adapter service and two Production Infor Factory Track adapter services. The linkage between Bridge2World and Infor Factory Track Adapters is defined in the Resources.xml file. This file is located in the b2bar/config directory. By default, the Resources.xml file supplied with the installer has linkage defined for these three adapters.

For each adapter service, there is a Resource entry as shown in the example below. If you modified the IP address or port number, you need to make the corresponding changes in the Resource entry for each adaptor service.

<Resource> <ResourceName>SLdev</ResourceName> <ResourceIP>127.0.0.1</ResourceIP> <ResourcePort>6060</ResourcePort> <ResourcePrefix>b999</ResourcePrefix> <ResourceEnvironment>D</ResourceEnvironment> <ResourceCompany>80300</ResourceCompany> <ResourceType>SQL</ResourceType> <SleepTime>0</SleepTime> </Resource>  <Resource> <ResourceName>SLprod1</ResourceName>

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Integration <ResourceIP>127.0.0.1</ResourceIP> <ResourcePort>6062</ResourcePort> <ResourcePrefix>b999</ResourcePrefix> <ResourceEnvironment>P</ResourceEnvironment> <ResourceCompany>80300</ResourceCompany> <ResourceType>SQL</ResourceType> <SleepTime>0</SleepTime> </Resource> <Resource> <ResourceName>SLprod2</ResourceName> <ResourceIP>127.0.0.1</ResourceIP> <ResourcePort>6064</ResourcePort> <ResourcePrefix>b999</ResourcePrefix> <ResourceEnvironment>P</ResourceEnvironment> <ResourceCompany>80300</ResourceCompany> <ResourceType>SQL</ResourceType> <SleepTime>0</SleepTime> </Resource>

Linking Infor Factory Track and Bridge2World

To link Factory Track to Bridge2World, you must configure site parameters, employee types, the Employees form, the Absences form, the Tasks form, and the Shifts form as described in the sections below.

Configuring site parameters

You must define parameters for communicating with the ERP server and test the connection. To configure site parameters:

1 Open the Site Parameters form.

2 On the ERP Communication tab, specify this information:

IP Address

Specify the Bridge2World IP address.

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Integration

Specify the connection identifier, which is the ResourceCompany definition plus the

ResourceEnvironment definition in the Resources.xml file. For example, if the ResourceCompany definition is DEV, and the ResourceEnvironment definition is D, you should specify DEVD.

Integrating the Factory Track and SyteLine

Databases to read data from SyteLine

To integrate the Factory Track and SyteLine databases, which will allow Factory Track to read data from SyteLine, you must link the databases and generate SyteLine views.

Linking the Factory Track and SyteLine SQL server databases

If the Factory Track and SyteLine databases are on separate servers, you need to link them. If they are on the same server, you can skip this section.

To link the Factory Track and SyteLine databases:

1 Open and log into Microsoft SQL Server Management Studio. 2 Expand the Server Objects folder.

3 Expand the Linked Server folder.

4 Right-click on the Linked Server folder and select New Linked Server. The New Linked Server window is displayed.

5 In the New Linked Server window, specify connection information for the SyteLine database server.

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Integration

Generating SyteLine Views

To generate SyteLine views:

2 On the View Generation tab, specify this information:

Server

Specify the name of your ERP system database server.

Database

Specify the name of your ERP application database.

Version

The version of your ERP system is displayed when you have specified your server and database names.

Site

Select a site for which to generate views.

3 Click Test Connection to verify the connection to the ERP server. 4 Click Generate to generate views for the tables in your ERP system.

5 In the Forms Database Name field, the forms database for your Factory Track application is displayed. If the correct database is not displayed, correct it in the Forms Database Name field on the Sites form.

6 Click Generate Component View. 7 Click Generate Menus View.

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Integration

Configuring document integration parameters

Use the Document Integration Parameters form to configure parameters for integration to PLM and Doc-Trak, allowing users to view documents from these document management systems from within the Infor Factory Track interface. You can configure Infor Factory Track to display documents from PLM, Doc-Trak, or both.

Note: You already configured Factory Track to view documents from SyteLine when you integrated

the Factory Track and SyteLine databases.

Configuring document integration parameters to display PLM

documents

To configure document integration parameters to display PLM documents: 1 Open the Document Integration Parameters form.

2 Select the PLM Implemented check box. 3 Specify this information:

Database Server Name

Specify the name of the SQL server that contains the PLM database.

Database Name

Specify the name of the PLM SQL database.

Site Name

Specify the site name for the PLM environment.

4 To generate views for PLM-related tables, click Generate PLM Views. You must generate views when configuring the PLM database connection for the first time. Optionally, after configuring the initial connection, you can click Generate PLM Views anytime to delete existing views for PLM-related tables and re-create them.

5 To ensure the connection between Factory Track and the PLM database is configured correctly, click Test PLM Connection.

Configuring document integration parameters to display Doc-Trak

documents

To configure document integration parameters to display Doc-Trak documents: 1 Open the Document Integration Parameters form.

2 Select the Doc-Trak Implemented check box. 3 Specify this information:

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Integration

Database Server Name

Specify the name of the SQL server that contains the Doc-Trak database.

Database Name

Specify the name of the Doc-Trak SQL database.

Site Name

Specify the site name for the Doc-Trak environment.

4 To generate views for Doc-Trak-related tables, click Generate Doc-Trak Views. You must generate views when configuring the Doc-Trak database connection for the first time. Optionally, after configuring the initial connection, you can click Generate Doc-Trak Views anytime to delete existing views for Doc-Trak-related tables and re-create them.

5 To ensure the connection between Factory Track and the Doc-Trak database is configured correctly, click Test Doc-Trak Connection.

Testing the integration

To verify that the integration has been set up successfully, you must test the connection. To test the connection:

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Infor SyteLine Integration Guide for Infor Factory Track