Anveo Mobile App Cloud Service Installation (Type A)
How to install the Anveo Mobile App
Please install the appropriate Anveo Mobile App from the Microsoft App Source. Currently, the Anveo Mobile App Builder and the Anveo Sales App are available. The Anveo Mobile App Builder does not contain any sample data or Base App. You can use it to create your own Anveo Mobile App. The Anveo Sales App includes the Anveo Mobile App Builder as well as the Anveo Sales Base App. You get an immediately usable Anveo App for sales. Of course, you can still make your own customizations at any time. More Anveo Apps will be available soon.
The Anveo Mobile App Cloud Service or an Anveo Server are required to operate the Anveo Mobile App. These are required for communication between Microsoft Dynamics Business Central Online and the Anveo App installed on the mobile devices. The Anveo Mobile App Cloud Service is offered as Software as a Service (Anveo A Installation type). Alternatively, an installation of the Anveo Server can be done on your own infrastructure (type Anveo Bx Installation). The choice of configuration depends on the existing requirements. Further information on the different infrastructure variants can be found here.
Setup of the Anveo Mobile App Cloud Service
After installing the Anveo Mobile App from the Microsoft App Source in Microsoft Dynamics Business Central Online, the Anveo Mobile App Cloud Service is set up. To do this, access the Anveo setup.
The Anveo Mobile App setup indicates that there is no Anveo configuration yet. This can be started simply by “Start Anveo Setup Wizard”. Alternatively, the Anveo Setup Wizard can also be found and started by searching.
The first step is to specify whether the Anveo Mobile App Cloud Service (Anveo A) is to be used, or whether an Anveo Server is to be installed on your own infrastructure (Anveo B). Attention: The installation of the Anveo Server on its own infrastructure is not covered in these instructions.
Please provide a unique, meaningful Anveo instance name – “Anveo” is not allowed be part of the instance name.
What is an Anveo Instance?
An Anveo instance is a multitasking directory service provided by Anveo to make it easier to work with Anveo.
First, it serves as an assignment of server names and TCP ports to an Anveo Mobile App Cloud Service or Anveo Server. As a result, mobile app user need this instance name for the initial set-up of their account. Instead of using long-server names and technical port information, a Anveo instance name is much easier to understand and faster to type in.
For the use of the Anveo Mobile App Cloud Service (all Anveo A installations) as well as an installation of the Anveo Server on own infrastructure (all Anveo B installations) the use of the service is mandatory. The service is not available for the use of Microsoft Dynamics OnPrem installations of type Anveo C3.
Second, the Anveo instance is also used for the assignment of Anveo licenses. It is not necessary to store the Anveo license manually. The license is activated automatically via the Anveo instance.
In the next step you can specify the time zone:
Next, you can enter your contact information. This information is optional. However, we would like to ask you to provide us with a contact person whom we can inform about updates, maintenance windows and the like.
Use of the Anveo Mobile App requires consent to our EULA for the Anveo Mobile App Extension and the Anveo Mobile App Cloud Service, which you can view and download as a PDF document at the links provided.
For the communication of the Anveo Mobile App Cloud Service with Microsoft Dynamics Business Central Online, the SOAP Web Service from Microsoft is used. The web service URL and the default client are determined and entered automatically. However, it may happen that the Web Service URL is not correct, so please check both entries.
In addition, a one-time activation for the Azure Active Directory application is required to use O-Auth.
What is an Azure Active Directory application?
Using the Anveo Mobile App requires service-to-service authentication to be set up in Business Central so that the Anveo Mobile App cloud service can access the Business Central database. The Anveo Mobile App Setup Wizard creates a new Azure Active Directory application entry and adds the required permissions.
For more information on the Azure Active Directory application, click here.
The Anveo Mobile Cloud Service is now automatically created and configured.
For the calculation of the delta data we recommend to create a job in Microsoft Dynamics, which automatically determines the changes of the Dynamics data and transmits them to the delta service in regular intervals.
This calculation is automatically started with every synchronization of the Anveo users. The automatic job significantly minimizes the synchronization time, since the data is always calculated in the meantime and not only at the time of synchronization.
Data replication to the Anveo Delta Service
The replication of data to the Anveo Delta Service is a required feature that is set-up automatically for the demo environment using the installation wizard. However, if you configure the app to your needs, a closer look at the Anveo Delta Service Setup is required.
What does the Anveo Delta Service do?
To enable the user to synchronize quickly, only the data changes (the data delta) and not always all data (so-called full load) are transferred between Dynamics and the Anveo Mobile App. For this purpose, the data changes in Dynamics are determined on the fly by the Anveo Delta Service and made available to the Anveo Mobile App via the Anveo App Service.
For this purpose, all data changes are regularly transferred from Dynamics to the Anveo Delta service so that it can perform the calculation quickly. This is handled by Delta Service Replication.
In the Anveo Mobile App client on the mobile device, only the data defined by the Anveo Synchronization Packages and the Delta Server Setup – see Delta Server Setup – is available.
Important: Re-Login requirement after configuration changes
Due to some restrictions of Microsoft Dynamics, it is required to log out and re-login all users after you make some configuration changes on the Anveo Delta Service Setup. This is why we recommend to set up changes outside working hours. Today, a downtime for mobile users is required while re-synching changes. In future releases, you will be able to re-sync changes with no downtime automatically at night.
Install the Anveo Sales or Service App
Please find the installation manuals for the ready-to-use solutions here:
Install the Anveo Mobile Test App
When installing the Anveo Mobile App Builder, you have the option to import the Anveo Mobile Test App. This allows you to easily and quickly test whether all components are installed correctly and can communicate with each other. This is for technical testing only and does not provide a useful solution for users.
If you have installed the Anveo Mobile Sales App from the Microsoft App Source, you will find the further installation steps below.
The Anveo sample data is imported automatically:
Finally, you will receive all the data you need to log in to the Anveo Mobile app: server name (your specified Anveo Mobile instance, username and password):
You can enter these directly in the Anveo App:
After your login you should see this: