Infor SyteLine Integration Guide for Infor Factory Track

Copyright 2014 Infor Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose"). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Without limitation, U.S. export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws. Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Release: Infor SyteLine 9.00 and above Publication date: July 16, 2014

Contents About This Guide................................................................5 About Infor Factory Track........................................................5 Related documents.............................................................5 Contacting Infor...............................................................6 Chapter 1 Integration.............................................................7 Scope of integration............................................................7 Requirements.................................................................7 Integration architecture..........................................................7 Configuring SyteLine Adapter.....................................................8 Configuring SyteLine Adapter services..........................................9 Linking Bridge2World and SyteLine Adapter........................................10 Linking Infor Factory Track and Bridge2World.......................................11 Configuring site parameters..................................................11 Integrating the Factory Track and SyteLine Databases to read data from SyteLine..........12 Linking the Factory Track and SyteLine SQL server databases......................12 Generating SyteLine Views..................................................13 Configuring document integration parameters.......................................14 Configuring document integration parameters to display PLM documents..............14 Configuring document integration parameters to display Doc-Trak documents...........14 Testing the integration.........................................................15 Infor Factory Track - Integration Guide 3

4 Infor Factory Track - Integration Guide

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 Related documents You can find the documents in the product documentation section of the Infor Xtreme Support portal, as described in "Contacting Infor" on page 6. Bartender for Infor Factory Track Configuration Guide Infor Factory Track Guide to Technology Infor Factory Track Implementation Guide Infor Factory Track Installation Guide Infor Factory Track Product Overview Infor Warehouse Mobility for Infor Factory Track Installation Guide Infor Factory Track - Integration Guide 5

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. If you have comments about Infor documentation, contact documentation@infor.com. 6 Infor Factory Track - Integration Guide

Chapter 1: Integration 1 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 This chart shows a typical data flow between Factory Track and SyteLine: Infor Factory Track - Integration Guide 7

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. 8 Infor Factory Track - Integration Guide

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 b c d e f Open the Users form. Specify the user ID and password. These values must match those specified in the InforWMDevelopmentAdapterConfig.xml file. Assign the profile to the SyteLineAutomation module using the User Modules button. Select the Super User checkbox. Save the profile. 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> <syteline_version>8.03.00</syteline_version> </ConfigurationSettings> Note: Each adapter service is limited to one configuration. Infor Factory Track - Integration Guide 9

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> 10 Infor Factory Track - Integration Guide

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. Port Specify the Bridge2World port number. Connection Identifier Infor Factory Track - Integration Guide 11

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. 6 Click OK. A new entry for the SyteLine database server is displayed in the Linked Server folder. 12 Infor Factory Track - Integration Guide

Integration Generating SyteLine Views To generate SyteLine views: 1 Open the Site Parameters form. 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. 8 Click Generic Parameters UI. Infor Factory Track - Integration Guide 13

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 PLMrelated 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: 14 Infor Factory Track - Integration Guide

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. Integration 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: 1 Open the Site Parameters form. 2 On the ERP Communication tab, click Test Connection. Infor Factory Track - Integration Guide 15

Integration 16 Infor Factory Track - Integration Guide