-
A Microsoft Dynamics 365 Business Central software licence or subscription
Note
You can use iDyam Solutions or another Microsoft Business Central integration partner to install and configure the integration.
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Installing the integration involves downloading software. The software that must be downloaded depends on how Dynamics 365 Business Central is deployed in your environment (see table).
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After the integration has been installed, it must be configured before you can start using it.
Deployment method |
Software |
---|---|
On-premise |
|
SaaS |
Note
Metapack does not support the installation of Dynamics 365 Business Central.
If you have an on-premise installation of Dynamics 365 Business Central, Local Access software must first be installed on a Microsoft Windows server to allow the integration access through a local web service to local resources. The Local Access software is designed to be used by other applications that require local machine access from a central or external server, where the relevant functionality is provided by a plugin.
The web service does not have to be accessible from internet, so you can restrict access to local resources within a LAN or WAN.
Note
If the Windows server cannot access the internet (outbound), a local licence file must be installed on the server, which must be requested when procuring the software.
Prerequisites
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A local administrator must perform the installation.
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The Windows server used must have a static IP address.
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There must an available local port number (the port number can be the same for all local workstations).
Software packaging
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The software is provided in a password-protected Zip file.
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A licence is provided for each plugin being used, which requires using the licence server URL or a licence file (depending on your requirements).
First-time installations of Local Access software
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Create a new folder called
Local Access
in the root directory of a local drive on the Windows server. -
Extract the contents of the Zip file to the
Local Access
folder.
Existing installations of Local Access software
-
Ensure that the current software is not running.
-
Extract the contents of the Zip file to the current
Local Access
folder.
Licence file installation
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In File Explorer, navigate to Local Access > Plugins > Plugin name.
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Put the licence file of the relevant plugin in its folder.
Installation steps
To install the Local Access software, complete the following steps:
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Using local administrator credentials, log into the server.
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Allow incoming traffic as follows:
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Open Windows Defender Firewall and click Advanced Settings.
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Click Inbound Rules and then click Next.
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Select TCP > Specific local ports.
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Enter the desired port number and click Next.
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Click either Allow the connection (even if not protected) or Allow the connection if it is secure (complete any other required setup, such as certificate) and then click Next.
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Enter a number for this rule, such as
LocalAccess8899
. -
Click Finish.
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Configure Local Access settings as follows:
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In File Explorer, go to the
LocalAccess
folder, right-click theNavengersLocalAccess.exe
file, and click Run as administrator.If the file is being run for the first time, a Settings dialog is displayed.
If the file has been run previously, click the relevant tray icon and then click Settings in the pop-up menu.
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Enter the following settings:
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Enter the relevant License Server URL or select the Use local License Files check box.
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In the Host field, enter either
http://+
orhttps://+
(choice depends on the security policy of your organisation). -
In the Port field, enter the desired port number.
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Optional: Select the Load on Windows Startup check box.
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Click Save Settings.
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Setup of Local Access settings is now complete.
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Exit the software by right-clicking the tray icon and clicking Exit in the pop-menu.
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Log out as the local administrator.
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Log into the server as a standard user.
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In File Explorer, go to the
LocalAccess
folder and double-click theNavengersLocalAccess.exe
file.
The software is now running and listening on the specified port number.
Plugins
Each plugin for the Local Access software defines its own API for its implemented methods. When a remote application calls the Local Access web service for a specific workstation, it must include the Customer-Id
and License-Token
header parameters.
Tip
To view information about a plugin, right-click the tray icon of the Local Access software and click the plugin in the pop-up menu.
Each plugin required for this integration requires a licence, which must be issued by iDyam Solutions.
The list of required plugins is as follows.
Plugin |
Description |
Usage |
Relevance |
---|---|---|---|
Printing |
Provides a method of printing PDF files onto locally defined printers from a remote system, without the need to define any network or internet printers. |
Endpoint:
|
The Remote Printing extension of the plugin is used by the Packing Shipments extension of this integration for:
|
Worldpay EFT NoteThis plugin must be installed and configured by iDyam Solutions |
Provides an integration with Worldpay, which supports the most common retail transaction types, including sale, sale with token, refund, refund with token, void, X- and Z- reports, and so on. |
Use the Worldpay YesEFT application to send commands from Dynamics 365 Business Central to a connected PIN entry device (PED) and return results. |
Plugin simplifies the integration with Dynamics 365 Business Central by avoiding the use of web sockets or custom UI applications, allowing everything to be handled by YesEFT. |
Packing Shipments is an app (extension) for Dynamics 365 Business Central that provides packing bench functionality for both inventory locations and full warehouse shipments, as well as automated sales/transfer shipment/invoice posting. If labels or documents generated from the packing process, they can be printed automatically directly on the packing bench machine.
Note
The Packing Shipments app does not directly include carrier integration, but it does include event handling to support carrier integration. For information about customising and extending the app, contact iDyam Solutions.
Tip
Metapack has an extension for carrier integration that uses the Packing Shipments app. For more information, contact Metapack Support.
Prerequisites
The Packing Shipments app has dependencies on other extensions, some of which have their own dependencies. If none of the following apps are already installed, they should all be installed in the following order.
App |
Publisher |
---|---|
Customer Licensing |
iDyam Solutions |
Remote Printing |
Navengers |
Packing Shipments |
Navengers |
Metapack Essential is an app (extension) for Dynamics 365 Business Central that provides seamless integration with the Metapack SOAP Shipping API for packaged shipments.
Note
Before you can make use of the SOAP Shipping API, you must first have a Metapack shipper account.
Prerequisites
The Metapack Essential app has dependencies on other extensions, some of which have their own dependencies. If none of the following apps are already installed, they should all be installed in the order listed.
App |
Publisher |
---|---|
Customer Licensing |
iDyam Solutions |
Remote Printing |
Navengers |
Packing Shipments |
Navengers |
Webservice Interfacing |
Navengers |
Metapack Essential |
Metapack |