Application Configuration Steps

This page provides guidance on the ordered steps to be undertaken to set up BlueWorx. It should be undertaken after the base technical installation and configuration has been complected, as documented in the article/s 3 - Neptune Cockpit Configuration - Neptune Version 5+

Licences

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
1
Maintain BlueWorx License Key  
Instructions: /support/solutions/articles/19000007061
License Key provided by Zag Limited.Each time the licence is updated.Manually maintain in all SAP instances.

Core Settings

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
2
Maintain Core Settings
In this area you will maintain many of the core settings used by the system. There are eight relevant tabs here which contain a reasonable number of configuration options.

Review the online documentation to understand the influence of each setting however the key one to get you up and operating is the following:
  • Order Tab - User Assignment. This controls how users received allocated Orders. It should be set according to your companies procedures. If these are still evolving then you can temporarily use the BlueWorx Header or Operational Work Centre assignments.
Instructions: /support/solutions/articles/19000006709
Business process design decisions.

Google Maps API.
Maintenance of all settings will build over time as you refine your business use in the implementation project. Like all SAP config they will then remain relatively static.Must be maintained in all
SAP instances. Export and
Import of settings from the
BlueWorx Admin console
is available.

Instructions: 19000087859
3
Maintain Core Settings - Object Characteristics
Controls what classification characteristics are allowable to search for FL and Equipment.

Instructions: /support/solutions/articles/19000087855

Business process design decisions.


Should remain static after design decisions have been made.
4Maintain Core Settings - Master Data
Maintain Work Centre Categories.

Instructions:
/support/solutions/articles/19000098502-master-data-tab

Business process design decisions.


Should remain static after design decisions have been made.
5
Maintain Core Settings - Create Types
Controls the Order, Notification and Assembly types that can be created on the device and associated Controls and Assemblies.

Instructions: /support/solutions/articles/19000087856 

Business process design decisions.


Should remain static after design decisions have been made.
6
Maintain Order and Operational Status' (2 tabs)
Controls what status users can set Orders and Operations to and how these can influence SAP User Status for the Orders.

Instructions: /support/solutions/articles/19000074728 and /support/solutions/articles/19000087859

Business process design decisions.


Should remain static after design decisions have been made, however once you understand the capabilities of mobile based operations you might refine it further.
7Maintain Online SAP Smart Form Reports
Controls what forms users can call from the device to generate a PDF from SAP with data relevant to the object (Equip, FL, Order, Noti) they are looking at.

Instructions:
/support/solutions/articles/19000063809-maintain-online-smartform-reports

Business process design decisions.


Can evolve over time to refine or include new types.
8
Maintain Standard Texts [Optional]
Allows simple templates of text to be available for use in long text fields

Instructions: /support/solutions/articles/19000087858

Business process design decisions.


Can evolve over time to refine or include new types.
9Master Languages
Set up which of the application languages, from those available for BlueWorx, you wish use and which should be the default language.

Instructions:
/support/solutions/articles/19000106270-master-language

Business process design decisions.


Languages may be added over time but the default should remain static once set.

Core Settings - Admin Authorizations

You can optionally use SAP authorizations to control access to elements of the BlueWorx configuration. This is detailed here Administration Authorizations.

Material Profiles

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
1
Maintain Material Profiles [Optional]
Here you optionally maintain material profiles that are added to User Profiles and control what materials are transferred to the users device when they Sync.

Note that a separate schedule task is used to populate the sync tables associated with these profiles.

Instructions: /support/solutions/articles/19000081393

Business process design decisions.

Changes are likely to be ongoing throughout life of solution use as business needs evolve and organisational structures change.Must be maintained in all SAP instances. Export and Import of settings from the BlueWorx Admin console is available from within the instruction reference.

Map Settings and Profiles

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
1
Maintain Map Profiles [Optional]
Here you optionally maintain map profiles that are added to User Profiles and control what Map GEO settings are transferred to the users device when they Sync.

Instructions: /support/solutions/articles/19000082125

Business process design decisions.

Changes are likely to be ongoing throughout life of solution use as business needs evolve and organisational structures change.Must be maintained in all SAP instances. Export and Import of settings from the BlueWorx Admin console is available from within the instruction reference.

User Profiles

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
1
Maintain User Profiles
Here you maintain what information users receive on their device when they Sync.

Note that you have to generate/regenerate the profile after creation/ change as described in the instructions. Large profiles should be generated/ regenerated outside of business hours where possible to avoid peak system load and end user disruption.


Instructions: /support/solutions/articles/19000007062

Business process design decisions.


Material Profiles (optional).


GEO Profiles (optional).



Changes are likely to be ongoing throughout life of solution use as business needs evolve and organisational structures change.Must be maintained in all SAP instances. Export and Import of settings from the BlueWorx Admin console is available from within the instruction reference.

Users

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
1
Maintain Users
Maintain user records for BlueWorx. Assign profiles that dictate what information they receive on Sync. Optionally assign work centers if using associated Order Assignment type; assign Crew Work Centers to supervisors is using BlueWorx-Crew component.

Instructions: /support/solutions/articles/19000013278

SAP User Accounts (SU01).


User Profiles.

Changes regularly occur as users, their organizational assignment and roles change.Must be maintained in all instances. Export and Import of Users, Assigned Profiles and Work Centres (if appropriate) from the BlueWorx Admin console is available from within the instruction reference.

Inspections

#Task and NotesKey Predecessors/ DependenciesFrequencySAP Instances
1
Maintain Inspections

Maintain the inspection related configuration. There are multiple steps to this process with the instruction providing links to the general topic.

Instructions: /support/solutions/articles/19000036066

Business process design decisions.


Inspection design.

Changes may semi-regularly occur as business requirements around inspections evolve.Must be maintained in all instances. Export and Import functionality is available.