Run Warehouse Insight on Your Windows Desktop

Home/Run Warehouse Insight on Your Windows Desktop

Run Warehouse Insight on Your Windows Desktop

You are here:

In many cases a user may want to run Warehouse Insight on their Windows desktop for testing/training purposes, without the need to have a mobile device. There are two options depending on the operating system of the mobile device you intend to use. An Android emulator will emulate using an Android mobile device, while the Windows Desktop Client will emulate using a Windows mobile device.

This article describes the set up process for both options.

An Android emulator will emulate the experience of using Warehouse Insight on an Android mobile device. Insight Works does not have an in-house Android emulator, but there are a variety of free and paid options available online. We suggest that you research options online and choose an emulator that you are comfortable with. Once you have installed the emulator, the Warehouse Insight application can be installed via an .apk file that is available from Insight Works on request.

Prerequisites

  • The Warehouse Insight extension has been installed in Business Central.
  • The Warehouse Insight Setup Wizard has been completed.
  • At least one Warehouse Insight Device Configuration has been created.
  • If using logins on your device, the logged in user has either the SUPER or IWORKS COMMON + WAREHOUSE INSIGHT permission sets.

Install the emulator

  1. Once you have decided on the Android emulator you want to use, install it.
  2. Contact support@dmsiworks.com to obtain the Warehouse Insight .apk file.
  3. Install the Warehouse Insight application in the emulator.

Configure the emulator

  1. Open the Warehouse Insight application.
  2. Select the hamburger button > Configure.
  3. If you are prompted for a password, the default password is “1234”.
  4. On the System tab, enter the Configuration Code (found on the Warehouse Insight Device Configurations page in Business Central), Web Service URL, and Company Name.
  5. Select the hamburger button > Logins, then choose the login method.
  6. Select the hamburger button > Close, then select Yes when prompted to save changes.
  7. The application will reload and will now be connected to Business Central. Depending on the login method you selected, you may be prompted to enter your login credentials. If connecting to Business Central on-premises, your password is your Windows password. If connecting to Business Central Cloud, your password is your Web Service Access Key which can be found on your user page in Business Central.

The Windows Desktop Client will emulate the experience of using Warehouse Insight on a Windows mobile device. If Warehouse Insight was installed by Insight Works, the Desktop Client may already be installed for you. If you have installed Warehouse Insight yourself, you will also need to install the Desktop Client.

Prerequisites

  • The Warehouse Insight extension has been installed in Business Central.
  • The Warehouse Insight Setup Wizard has been completed.
  • At least one Warehouse Insight Device Configuration has been created.
  • If using logins on your device, the logged in user has either the SUPER or IWORKS COMMON + WAREHOUSE INSIGHT permission sets.

Install the Desktop Client

  1. Run the Desktop Client installer. If you do not have the installer, please contact support@dmsiworks.com.
  2. A shortcut called “WHI” will be added to your desktop.
  3. Go to “C:\Program Files (x86)\Insight Works\WHI”, then right-click the “Desktop Client” folder and select Properties > Security.
  4. Select Edit, then choose the “Users” group and check “Allow” for the Full control checkbox. This will give your user permission to edit the configuration for the Desktop Client.

Configure the Desktop Client

  1. Open the Desktop Client
  2. Select Options > Configure.
  3. On the System tab, enter the PDA Code (this is the Device Configuration code, found on the Warehouse Insight Device Configurations page in Business Central)
  4. Enter the web service URL in the Web Service field and the company name in the Nav Company field.
  5. On the Logins tab, select the login method and enter the default credentials if desired.
  6. Select Close and then Yes when prompted to save your settings.
  7. The Desktop Client will reload and will now be connected to Business Central. Depending on the login method you selected, you may be prompted to enter your login credentials. If connecting to Business Central on-premises, your password is your Windows password. If connecting to Business Central Cloud, your password is your Web Service Access Key which can be found on your user page in Business Central. You may also be logged in automatically if the credentials are the same as the current Windows user.
Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Need help?

Leave A Comment

Go to Top