Setup

This chapter describes the setup of the Trackunit interface after successful installation. It is divided into the following sections:

• Trackunit Interface Setup
  • Setup via Setup Wizard
  • Manual Setup via Interface Card
• Setting up Job Queue
• Setting up Mapping
• Setting up User Permissions

Trackunit Interface Setup

After successful installation, you must set up the interface in Microsoft Dynamics Business Central. To do so, you need an access token. All important information on setting up an access token can be found here. Then proceed as follows to set up the interface:

• Use the quick search (ALT+Q) to find the Interface List page.
• A notification is displayed, indicating that a setup wizard is available for the interface.

• Click Start Setup Wizard to complete the setup via setup wizard.
  or
  Close the notification by clicking X to complete the manual setup via interface card.

After completing the respective setup steps, you have successfully completed the basic setup of the interface.

Setup via Setup Wizard

If you have chosen setup via the wizard, the welcome page will open. Proceed as follows to complete the setup:

• Click Continue to go to the setup page.
• Fill in the fields according to the information in the following table:

• Click on Finish to complete the setup wizard.

You have successfully completed the basic setup of the interface via the setup wizard.

Manual Setup via Interface Card

If you have chosen manual setup, proceed as follows to set up Trackunit via the Interface List:

• Click Trackunit in the Interface Type column to open the interface card.
• Navigate to the Authorization FastTab.
• In the Authorization Type field, select the Oauth2 option from the dropdown menu.
• In the Authorization Code field, select the TRACKUNIT option from the dropdown menu.
• Then, click Show details in the dropdown list to edit the OAuth2 application endpoint.
• Enter your Trackunit client ID in the Client ID field.
• Enter your Trackunit client password in the **Client Secret ** field.
• Return to the Trackunit interface card.
• Navigate to the Parameter FastTab.
• Enter your Trackunit user name in the Value column in the TRACKUNIT_USERNAME line.
• Enter your Trackunit password in the Value column in the TRACKUNIT_PASSWORD line.
• Click Activate Interface in the menu bar of the interface card to activate the interface.

You have successfully completed the basic manual setup of the interface.

Setting up Job Queue

When the interface is installed for the first time, a job queue entry named TSRM Telematics Management is automatically created. However, the general setup must be performed manually and applies to the entire system. Proceed as follows to set up the job queue:

• Use the quick search (ALT+Q) to find the Job Queue Entries page.
• Select the line where the value in the Object Caption to Run column is TSRM Telematics Management.
• Click Edit in the menu bar.
• Fill in the fields in the General FastTab of the job queue card according to the following table:

• Navigate to the Recurrence FastTab.
• Activate the toggle switches for all days of the week.
• In the Starting Time field, specify the earliest time of the day that the recurring job queue entry is to be run. We recommend scheduling this just before regular business hours so that file import and processing are already complete by the start of the workday.
• In the Ending Time field, specify the latest time of the day that the recurring job queue entry is to be run. We recommend scheduling this outside of normal business hours to avoid generating unnecessary network traffic.
• In the No. of Minutes between Runs field, specify the minimum number of minutes that must elapse between runs of a task queue entry. We recommend a value between 60 and 360 minutes.
• Click Set Status to Ready in the menu bar.

You have successfully set up the job queue for the Trackunit interface and set it to Ready. From now on, fleet information will be retrieved from the Trackunit Portal and imported into the system for each run. Newly created service items (with a stored Serial No. and Manufacturer) will be automatically assigned to the telematics unit the next time the job queue runs. Service items that are already assigned to to a telematics unit in Microsoft Dynamics Business Central are automatically updated with the telematics data. More information on service item mapping can be found in the following section, Setting up Mapping.

Setting up Mapping

To ensure that fleet information is registered and assigned correctly, the OEM Name Mapping must be set up. In this process, the brand stored in fleet management is mapped to the Manufacturer Code in Microsoft Dynamics Business Central. To do so, proceed as follows:

• In the OEM Name column, enter the brand name of the manufacturer, e.g., Manitou.
• In the Manufacturer Code column, enter the code of manufacturer, e.g., MANITOU.

You have successfully set up the service item mapping for the Trackunit interface.

Setting up User Permissions

You can give users permission to delete the telematics history. This is useful, e.g., if the volume of telematics data becomes too large and storage space needs to be freed up, or if old data records are no longer needed. Proceed as follows to set up the user permission:

• Use the quick search (ALT+Q) to find the User Setup page.
• From the list, select the user account that should have permissions for this area.
• Click Card in the menu bar.
• On the user setup card, navigate to the Machine/Service FastTab.
• Activate the Delete Telematics History toggle switch.

You have successfully set up the user permission to delete the telematics history.