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mSite Configuration Guide

The purpose of this document is to assist in the configuration of Coins ERP+ to enable the use of the mSite application (Construction Workbench). The configuration and setup should only be implemented once the M1x Integration Guide has been followed and completed which is a pre-requisite to the mSite configuration. The mSite configuration must be completed before UAT/LIVE deployment of mobile application to end user.

This document is intended to provide full instructions for the necessary setup required for mSite application. Furthermore, it may describe additional Coins ERP+ System/HS Module setup that are client specific.

Note: This document is not finalised and any of the information below is subject to change.

Database and Processes publishing

The system users and look up data for mobile application will be published onto M1x middleware via Coins ERP+ ESB publishing. This will entail creating some tables and processes.

Setting up Coins ERP+ ESB Database Publish

Creating a new ESB Database Publish Tables

  1. Go to the ‘System’ module settings.

  2. Under ‘Enterprise Service Bus’, click ‘ESB Database Publish’.

  3. Add a new tables on the following list as shown below.

  4. ‘Bulk Add’ can be used as per the attached.

Table

Endpoint

Fields

Query

menuparm.COINSMobile

COINSMobile

*

sysdb.COINSMobile

COINSMobile

*

sy_mobcfgdfn.COINSMobile

COINSMobile

*

sy_mobcfglk.COINSMobile

COINSMobile

*

sy_mobcfgval.COINSMobile

COINSMobile

*

Adding Global ESB Process Publish

Creating a new Global ESB Process Publish

Note - root access required

  1. Go to the ‘System’ module settings.

  2. Under ‘Enterprise Service Bus’, click ‘Global ESB Process Publish’.

  3. Add a new process on the following list as shown below.

  1. (Optional)- Once the process are added, the task data can be published. Select the process and tap on ‘Resend’

Adding Global ESB DB Publish

Creating a new Global ESB DB Publish

Note - root access required

  1. Go to the ‘System’ module settings.

  2. Under ‘Enterprise Service Bus’, click ‘Global ESB DB Publish’.

  3. Add a new process on the following list as shown below.

4. (Optional)- Once the process are added, the task data can be published. Select the table and tap on ‘Resend all records’

Roles and User License Requirements

Coins ERP+ will need to import the attached role for branding.

Requires SYSAdmin access/DAYPWD

  • System > System Setup > User Maintenance > Import Roles

  • Copy and Paste Role from mSite.txt click save


Once branding has been applied to Client Coins environment (importing roles & licences installed) then the users of the mobile devices need the role to be configured against their Coins ERP+ username. All users need to be Coins ERP+ Named Users however if users are required to access both mSite and Coins ERP+, then Concurrent Users for that role will need to be included within the licence.

This is a Coins ERP+ Mobile requirement that needs to be configured by Coins Consultant/Client on the Client Coins ERP+ environment.

Each user of mSite requires the following role to be assigned to them (licensed to Role %HSCW01 – mSite Audits) as shown on following screenshots;

Furthermore the ‘Passwords’ previously set will need to be changed to so that they are published as encrypted.


Setup Document Management

Too link the photos and signatures submitted from the mobile devices, add the following tables :

Creating a Document management link

  1. Go to the ‘System’ module settings.

  2. Under ‘System setup’, ‘Document Management Links’

  3. Add the following tables and set the Base URL as coins.

  • vp_site

  • vp_wbsdef

This is a Coins Mobile requirement that needs to be configured by Coins Consultant/Customer on the Customer Coins environment.

Mobile Configuration Settings (MCS)

The Mobile configuration MCD are a set of parameters that are defined by system users to manage and dynamically control rich features the end user will be able to utilise on the mobile application. They are set in three different levels (Company, Contract & User) subject to business process. They are available under System module> System Setup>Mobile Setup.

System Admin users can only configure the MCD onto the Environment.

DO NOT change the default values set in MCD.

Import/Export MCS

This is a Coins Mobile requirement that needs to be configured by Coins Consultant/Customer admin on the Customer Coins environment.


Initially if the Mobile configuration MCD are not set or updated on Coins ERP+ - then you can import the attached for latest version of the application.

  • If you are performing a LIVE update then you need export all parameters (CW*) from your TRAINDEV envirnoment and import them into your LIVE enviornment.

  • Copy value value from Export Mobile definitations.

  • Paste into the field for Import Mobile definitations.


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