Creating your Tenant
Creating a demo environment for Clever Handheld for Warehousing can be long winded at times below is the steps to take in order to create the environment you need.
Navigate to the following URL: http://cdx.transform.microsoft.com/. Choose the option Work account and when prompted login with your work account.
Once you have logged in on the Microsoft page there is a toolbar along the top of the page, with several options including the option My Environments. Click on this to get to the next page.
On the environments page click on the button Create a Tenant
NB: Any tenants that you have created previously will be visible on the page
When you click on the Create a Tenant option, you will be prompted to say what type of demo environment you want to create in this case you should choose Microsoft 365 Enterprise Demo Content.
Selecting this option will take you to another page where it will take a few minutes to create the environment. Once created you will be presented with an Admin Username and Password.
With your environment almost created you now go to https://trials.dynamics.com/and Sign In with the details you were given on creating the tenant. This will link that demo environment to your tenant.
NB: To get back into your demo environment go to home.dynamics.com and click on Business Central App tile.
Installing the Apps
Once in your demo environment you will need to add our app to the tenant to do this navigate to the Extension Management Page. On the page click on the manage action Extension Marketplace
This action will take you to AppSource where you will need to navigate through the website to find our App Clever Handheld for Warehousing. Click on the Free Trail option. This will take you to a form required to be filled in for the installation of the app. Once completed you will then be taken back to your demo environment to complete the installation.
Once installed the following three apps will appear on the Extension Management page, Clever Handheld for Warehousing along with Clever Handheld Framework and Clever Config which are dependency apps.
Setting up your Demo Environment
Now you need to import and apply the evaluation packages, this is to get some of the familiar Cronus locations with warehousing setup
Navigate to the Configuration Packages page and choose the function Import Predefined Packages
From the predefined packages choose to import and apply the package labelled GB.ENG.EVALUATION & EXTENDED
With the initial setup complete you now need to create some orders ready for when you start to use Clever Handheld for Warehousing.
NB: If you apply that package you need to manually update the Last Used No. of the P-RCPT No. Series.
Now that all the background data and setup has been done you can begin setting up the Clever Handheld for Warehousing app.
Run the Default Configuration on the Handheld Whse Setup page, installing all the default setup enables you to start using the app much quicker.
Once you have run the Default Configuration you will notice other actions that you can run. Once action you need to run after the default configuration function is the Connect Device App option.
To use this action which is part of the device app you need to first setup a few things in Microsoft Dynamics 365 Business Central.
You first need to go to the Handheld Whse. Setup page, you can use the search to navigate to the page.
This is a page you will be familiar with as you ran the default configuration from this page as you ran the default configuration setup, before making any changes to the setup fields to suit how the devices should run for your warehouse processes.
You will see a FastTab at the bottom of the page called Registration Setting.
The Username will be the account being used to make sure the web service can connect to the device. You can create a dedicated user account for your handheld devices to use rather than an actual user account.
NB: You need to make sure the account that you are using has the handheld permissions set against them (HANDHELDWHS)
The password will come from a field on the User card called Web Service Access Key on the Web Service Access FastTab
This will not be populated you will need to click on the three little dots or click on the authentication action Change Web Service Key to generate the password.
Once populated copy that key into the Password field back on the Handheld Whse Setup page.
NB: A trick to making sure to copy everything in the field is to click in the field 3 times, this highlights everything you see (and don’t see) in that field.
The final field to populate is the Web Service URL field. This will come from the Web service that has been created on install of the app (mentioned previously in the User Guide). Simply navigate to the Web Service page and copy and paste the SOAP URL into this field.
With all the setup complete it is now time to create the token barcode. To do this click on the Actionsoption at the top of the Handheld Whse Setup page. There will be a function called Connect Device App.Clicking this function will present you with a barcode and a set of instructions on how it works.
Using the Token on the device
On your device you will have your Handheld for Warehousing app installed. To run the Token registration setup on that device, click to open the app. In the top right of the screen you will see a cog symbol, when clicked will open a blank Settings page.
On the setting page click on the plus symbol in the right-hand corner to add a new settings file. You will be presented with a list of options as to how you would like to create the app settings file.
Select the option Use a Token and click on the Next button. In the next screen you will be prompted to either type or scan in the barcode that you generated in Microsoft Dynamics 365 Business Central.
Providing you scan or enter a valid barcode you will be taken to the main login screen to start using the devices.
NB: If you are unable to scan the barcode and instead have to type in the code remember to click the Submit button.
If the token has expired (it has been longer than 30 minutes) you will get the following message on screen.