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ROB-EX 7.2 upgrade FAQ
Getting Started » ROB-EX 7.2 upgrade FAQ
This guide is concerning updating from 7.0 to 7.2 including special attention on the new ROB-EX Web Planner introduced with 7.2. If upgrading from versions prior to 7.0 follow this ROB-EX 7.0 upgrade FAQ, taking the additional notes from this guide into…
Product configuration
Product configuration
Welcome to the documentation for users/consultants performing additional configuration or development on ROB-EX clients. The documentation includes chapters on Installation FAQ (Frequently Asked Questions) Changing global parameters affecting GUI and business logic…
REST Server
Import and export » REST Server
Page Content Introduction Requirements Starting the REST server Test connection FAQ / Troubleshooting Introduction When enabled, the REST Server, provides the user with a REST Based Client API (a set of web-services). This allows for custom integration…
Proficy Workflow Client
Import and export » REST Server » Proficy Workflow Client
Page Content Introduction Requirements Installation Usage Example FAQ / Troubleshooting Introduction ROB-EX and Proficy Workflow can be easily integrated by using the Service Provider implementation implemented in the Robex.Workflow.dll. For documentation on…
Scripted updates and installs
Getting Started » Installing the client » Using the ROB-EX installer » Scripted updates and installs
The script is a .BAT script which will execute the standard ROB-EX Setup Installer multiple times without showing the installation wizard. I.e. the .BAT script will automatically update or install multiple ROB-EX components. The script: Will stop services like…
Document ROB-EX on-prem deployment
Getting Started » Installing the client » Using the ROB-EX installer » Document ROB-EX on-prem deployment
A PowerShell script that will list all ROB-EX services and applications installed on the current PC. Purpose List and document installed ROB-EX Services and Applications for an on-prem ROB-EX deployment. Typically used in order to document what ROB-EX modules a…
Install new ROB-EX system
Getting Started » Installing the client » Using the ROB-EX installer » Install new ROB-EX system
Installing the client Download the Full Setup program to a directory on your local hard disk or file server. Run the setup program (e.g. SetupRobex_v7.2.0.14.exe). In the first Welcome window click Next. Select “New” and desired runtime language (e.g.…
Server configuration file
Options » Multiuser » Server installation » Server configuration file
This chapter explains how to tweak different server settings. The settings are changed by editing the server configuration file located in C:\Program Files (x86)\ROB-EX\ganttServerG2\application.yml. Save the file and restart the server, before changes will take…
Licensing of versions prior to 6.4
Getting Started » Starting up the client » Licensing of versions prior to 6.4
The following applies to ROB-EX version 6.2 and older versions. For version 6.4 and newer read instead Licensing version 6.4 and newer. The first time you start ROB-EX Scheduler you will be asked to register. Press the register button. You are presented with a unique…
Scheduling
Scheduling
Scheduling orders : How to schedule or reschedule orders in ROB-EX. Scheduling strategy window: Strategies and setting available when planning in ROB-EX. Setting a default scheduling strategy : How to set the default scheduling strategy used for new…
Going from Proficy Scheduler to ROB-EX
Getting Started » Installing the client » Going from Proficy Scheduler to ROB-EX
This page is a guide on how to upgrade from an existing Proficy Scheduler installation to ROB-EX. The installation assumes you are upgrading to ROB-EX 6.4 or later. Typically the existing installation will be Proficy Scheduler v5.2. It is worth noting, that Proficy…
Planning the client installation
Getting Started » Installing the client » Planning the client installation
This document explains considerations that should be taken into account when planning to install the clients: ROB-EX Scheduler Planner and ROB-EX Scheduler Viewer. Preparation First make sure that the target system meets the system requirements. For a client the most…
Functions menu
The user interface » Gantt chart » Menu » Functions menu
The menu Functions contains the following options: General Settings Scheduling Strategy XML Plugin Database Plugin Textfile Plugin Manpower User management Macro->Edit Script console Settings – Scheduling strategy Select a scheduling…
Command line options
Getting Started » Starting up the client » Command line options
Different options can be passed to the ROB-EX Gantt.exe file to further control the different features of the product. By specifying -help or /? on the command line the different possible options will be displayed. The options are passed to the .exe file by right…
.NET Client
Import and export » REST Server » .NET Client
Page Content Introduction Requirements .NET API documentation Simple use cases Advanced use cases Introduction To give the users the ability to easily create a .NET Client that integrates with ROB-EX, we have implemented the .NET Assembly deployed in…
Using relative file paths with Talend
Import and export » Interfacing using Talend Open Studio for Data Integration » Using relative file paths with Talend
Very often with Talend, it makes good sense to export and import files using a file-path being relative to the ROB-EX client folder. I.e. if your ROB-EX client folder in production is a network drive like \\myserver\robex\planner and you import and export from…
Visma Business SOA integration for ROB-EX
Import and export » Visma Business SOA integration for ROB-EX
Page Content Introduction Installation Requirements Installing the Service Setting up the connection and some other mandatory parameters Synchronize Advanced configuration The “General” tab The “Macro”…
View menu
The user interface » Gantt chart » Menu » View menu
Click on… if you want to… Order name View order name together with the orders The order name is viewed above the order in the Gantt window. The order name is shown as a text above each operation in the Gantt plan. The…
Show or hide the field on the detail panel
Product configuration » Enable/Disable GUI elements » Show or hide the field on the detail panel
The existing fields on the detail panel can be hidden or some fields which are not shown by default can be shown. Below the default detail panel is illustrated. The following example describes how to show the customer field. To show the Customer field perform the…
SplitOperationsByStorageSpace
Macro » SplitOperationsByStorageSpace
Split or move producing operations to suitable warehouse resources – where there are enough space. If a warehouse is found with enough space for the entire operation it is moved to the resource assigned to that warehouse. Otherwise the operation is splitted and…
Gantt chart
The user interface » Gantt chart
The Gantt chart in ROB-EX Scheduler combines the graphical Gantt chart overview with tools making it easy to change and simulate operations and production orders. This is an overview of topics covered in this first section: The Gantt chart Frequently used…
Server installation
Options » Multiuser » Server installation
This chapter explains how to install a test or production instance of ROB-EX Scheduler Multiuser Server 7.0 or later. Prerequisites Make sure the following pre-requisites are OK before proceding to install ROB-EX Scheduler Multiuser Server A Microsoft SQL server…
Dashboard System configuration
Reporting and KPI » Dashboard App » Dashboard System configuration
This is a quick guide for the ROB-EX system administrator, explaining how to configure the web-server side of the ROB-EX Dashboard App. If not already running, configure ROB-EX Integration client to run as a service. Make sure the integration client starts up…
Macro
Macro
General overview List of available macro command lines General overview The Macro list window (“Functions->Macro->Edit”) enables you to create macros to automate frequently performed tasks. A macro has a name and an associated icon that can be made…
Embedded Java Runtime
Getting Started » Starting up the client » Embedded Java Runtime
From ROB-EX Scheduler v6.4.1.814 the ROB-EX Scheduler installer will automatically copy an OpenJDK Java Runtime into \bin\jre (or \bin\jre32 for 32-bit Java) From ROB-EX Scheduler v6.4.1.814 we also provide new versions of \bin\ROB-EX Gantt.exe and \bin\ROB-EX…
REST Client
Import and export » REST Server » REST Client
Page Content Introduction REST Client API Documentation Requirements Simple use cases Advanced use cases FAQ / Troubleshooting Introduction With the REST Server started, the user can create a custom integration, using any programming language they desire,…
Automation interface
Macro » Automation interface
The automation interface in ROB-EX allows external programs to execute predefined macros. As an example you can use the automation interface to trigger the database integration that exchange information with an external ERP system. The ROB-EX Automation interface is…
Archiving
Options » Multiuser » Archiving
The archive functions in ROB-EX is used to remove data from ROB-EX Scheduler Client no longer needed for the planning process, but still retain the data in the ROB-EX Scheduler database. This is typically old data which cannot be deleted for different reasons. As an…
Details
Master data » Resources » Resource tree » Details
Description Free text field. Content is shown in the Gantt chart as tooltip text when the mouse rests on top of a left side resource button. Can also be included in selected HTML reports. Specifications Free text field. Usually used for more technical…
Securing network traffic – SSL
Product configuration » Securing network traffic – SSL
This section describes how to enable secure networking communication between the different components of the ROB-EX system. Enabling SSL means that traffic between server and clients are encrypted and that web-server sessions with the Shop Floor client must be accessed…
Time Tracker
Options » Time Tracker
ROB-EX Time Tracker is an App optimized for mobile devices allowing named operators to check in and check out at the operation level. When doing a check-out or partial completion, the client automatically suggests logging past hours since the previous check-in. In…
Resource views
The user interface » Gantt chart » Resource views
Creating and editing views Views define what resources are currently visible in the Gantt chart and in what sequences they are shown. Users may create their own views. In ROB-EX you will find 4 built in views: Standard (CTRL + 1) The standard view shows all…
Activating a license
Getting Started » Starting up the client » Licensing version 6.4 and newer » Activating a license
The first time you start a ROB-EX Desktop Planner, a wizard will pop up, asking you to register and activate your license. The first step is to select a license type. The Floating license is the recommended and default way to deploy ROB-EX Scheduler in a multiuser…
Tool bar
The user interface » Gantt chart » Tool bar
Click on… if you want to… New Create a new plan. The present plan is cleared for orders but the selected resources are preserved. It is advisable to save the former plan with the functions Save or Save as…
Sub-operations
Master data » Master routes » Operation list » Sub-operations
Table of contents Introduction Using sub-operations Creating sub-operations Editing sub-operations Adding sub-operations to normal operations Scheduling with sub-operations Introduction A sub-operation is a special type of operation that can be…
Attached documents
Master data » Attached documents
External documents, such as Word documents, spreadsheets, drawings, links to homepages etc. can be attached to e.g. operations or orders in ROB-EX. The “Documents” dialog (go to “Edit -> Documents”) shows a list of all the documents which are…
SortAndSchedule
Macro » SortAndSchedule
This macro command supports easy rescheduling of orders based on one or more configurable sorting fields. Starting from ROB-EX Scheduler 7.2.4, this macro will utilize the Selection context feature. In more detail the SortAndSchedule macro command will carry out the…
Using date and time fields
Web Planner » Field chooser to customize windows and tables » Using date and time fields
The date format of df (date fieldI) renderer types can be changed in the field properties in the “Format” textfield. Here are a few examples of common date formats: 2022-07-18 13:47 yyyy-MM-dd HH:mm 18-07-2022 13:47 dd-MM-yyyy HH:mm 07-18-2022…
SetOprCalendar
Macro » SetOprCalendar
Will set the start or end calendar on one or more currently selected operations. A calendar chooser is shown to the user allowing him to enter/select the new date and time (only shown if no “autoSetCalendarRule” has been specified) Example parameter…
The Attached Documents tab
Master data » Master routes » Operation list » Editing operation details » The Attached Documents tab
External documents, such as Word documents, spreadsheets, drawing, links to homepages etc. can be attached to operations in ROB-EX. Select “External documents” in the shortcut menu (Right click on an operation). A list of documents attached to the operation…
Attached documents
Master data » Resources » Resource tree » Attached documents
External documents, such as Word documents, spreadsheets, drawings, links to homepages etc. can be attached to resources in ROB-EX. Select External documents in the shortcut menu (Right-click on an operation). A list of documents attached to the operation is shown.…
ResetSplit
Macro » ResetSplit
This macro command can join operations which are split. Furthermore it can delete suborder links, delete linked CIP orders and move original operations back to their resource groups. Select one of the split operations and it will find all the other split members in…
Site configuration
Options » Multiuser » Configuration » Site configuration
As a user with administrator privileges, you will have access to the Site configuration menu item. Clicking the Site configuration menu item will display the following window: In the picture above it can be seen, that a second site has been added in addition to…
Transition rules
Scheduling » Scheduling Settings on Resources » Transition rules
Resource Transition Rules will add more detailed constraint modeling, down to single-resource and single-product. The transition rules enable the possibility to block resource changes depending on the previous or next operations (i.e. not only based on the current…
Integration client
Advanced functions » Integration client
The ROB-EX Desktop Planner can as needed be installed to run as a Windows service. This is typically useful when a ROB-EX Desktop Planner needs to run unattended batch jobs like interfacing to external ERP systems, running the Shop Floor server, automatic generation…
Track changes by user
Options » Multiuser » Track changes by user
Use this feature to get a list of all changes to a certain ROB-EX Scheduler entity like as an example an operation or a production order. Viewing changes To view changes for a resource, right click the resource in the left side Gantt chart list and select the…
Interfacing using Talend Open Studio for Data Integration
Import and export » Interfacing using Talend Open Studio for Data Integration
An easy and recommended approach, when building interfaces between ROB-EX and external systems like ERP, is to use an ETL tool (Exctract, Transform, Load). Using a tool reduces the learning curve required, enabling non-developers to create even complex…
Operation split and join
Production orders » Operation split and join
Use the Split operation function to split operations into two or more operations. The function is available by double clicking in the column “Split” in the operations list of the route editor selecting “Split operation” in the shortcut menu,…
Running multiple instances
Options » Multiuser » Server installation » Running multiple instances
It is supported to have several ROB-EX server instances running on the same server PC (i.e. each instance is installed to a different directory and started and stopped by each own service). This may be useful to support two isolated setups for respectively test and…
AdjustResource
Macro » AdjustResource
The selected operation will be moved to the specified date and the rest of the operations within the specified period will be replanned. Specify the date by using the dialog shown below. Example parameter configuration The three horizons can be specified in…
Tab: Standard
Advanced functions » General settings » Tab: Standard
Standard settings for Orders Default values and settings for orders If checked, this will set the precondition flag when creating new orders. The default priority or new orders. The default customer for new…
Starting and stopping ROB-EX server
Options » Multiuser » Server installation » Starting and stopping ROB-EX server
The ROB-EX Multiuser Server is automatically started through a dedicated Windows background service. This ensures that the server program is automatically started in the event that the server PC is rebooted. Start from Windows services manager Open the Windows…
Controlled overlap
Master data » Master routes » Operation list » Editing operation details » The Times tab » Controlled overlap
The function controlled overlap supports different kinds of overlap (send-ahead) between two operations. The function is available when double-clicking on an operation in the Gantt chart and the window Edit operation will show up, on the Times tab the settings for…
PalletSystemScheduling
Macro » PalletSystemScheduling
Modern FMS systems/CNC centers typically operate with pallets and fixtures in order to optimize the utilization of the machine centers. I.e. the machine processes one pallet while operators are preparing the next pallet. The scheduling of pallet systems can be…
Pegging
Macro » Pegging
This macro will create pegging links (material dependencies) between operations which respectively consume and produce a semi finished product. A good understanding of the ROB-EX BOM module is vital to understand the concepts of the pegging macro. Background A…
ExtractReportingHistory
Macro » ExtractReportingHistory
This will calculate resource load data and save it to the GanttMultiuser database in table EReportingHistory. Notice that the client has to be logged in to the multiuser! As an alternative see WorkloadOverviewExportII Example parameter configuration Parameter…
Shop Floor configuration
Options » Shop Floor » Shop Floor configuration
Introduction This document describes how to configure the appearance and behavior of the Shop Floor interface. Examples of how to add/remove columns, change the names and widths of the columns are illustrated. Then some more specific features are described i.e.…
Running a Talend Job from a ROB-EX Macro
Import and export » Interfacing using Talend Open Studio for Data Integration » Running a Talend Job from a ROB-EX Macro
As background for this read the article “Exporting a Job script and executing it outside of Talend Studio” at this link Prerequisite First create and test the Talend job from within Talend Open Studio. Use context variables to support different…
Importing master routes/BOM from Excel
Master data » Master routes » Importing master routes/BOM from Excel
ROB-EX has an option for importing and exporting master routes and master BOM’s from Excel. This is provided as scripts/macros you install to your \custom folder, and execute from macros. From ROB-EX v6.4, the scripts are included as part of the client installation…
The Times tab
Master data » Master routes » Operation list » Editing operation details » The Times tab
Field Explanation Quantity factor Adjust the number of pieces on the specific operation. Example: An order produces 100 tables. The current operation produces table legs. For every table on the production order, this operation produces 4…
CSV 1 integration
Import and export » CSV integration » CSV 1 integration
This chapter describes the setup and use of the module CSV 1 integration for ROB-EX Scheduler. Using this module text files with data delimited by comma, semi colon etc. containing order and routing information can be imported into ROB-EX. The following are examples…
Right click menu
The user interface » Gantt chart » Right click menu
Functions for adjusting operations and orders in the Gantt chart. Use the right mouse button to click on an operation in the plan. Selecting Select order Select all activities in the order. The function is used when all activities in an order is to be moved in…
Direct SQL Integration
Import and export » Direct SQL Integration
The principle behind this integration is that on a push of a button in the ROB-EX client, SQL calls are executed on the ROB-EX client towards the database of the ERP system. The SQL itself can be modified from application to application, but ready made templates are…
Setup and configuration of Sequencer
Options » Sequencer » Setup and configuration of Sequencer
Introduction Defining value profiles Syntax for defining a ValueProfile Syntax for defining a ValueProvider Lookup table value provider ExcelDataProvider DatabaseDataProvider MultiuserDataProvider Expand step value…
UpdateMaterialDates
Macro » UpdateMaterialDates
This will find the earliest possible start (materials ready) for the selected operations. The material date on the orders are updated and the operations can be moved to the material date automatically. Example parameter configuration Preconditions BOM must be…
Constraint editor
Master data » Master routes » Operation list » Constraint editor
Constraint editor When adding or removing operations to a route the operations will be added with a default constraint from the previous operation end to the new operation start. The constraint editor allows further editing of the network: remove existing…
Time and Attendance import
Import and export » Time and Attendance import
This optional module is capable of importing progress registrations from an external data collection system and assign the progress information to correct operation in ROB-EX Scheduler. Note: requires license to “CSV Progress” import module (see…
GanttSetup.properties file
Product configuration » Global client settings » GanttSetup.properties file
# ROB-EX property file # Copyright (c) 2011 NOVOTEK PLANNING SYSTEMS Misc # Location of Gantt log file. If not specified it will be placed in # users documents and settings area # logfile.location=C\:\\temp\\robexlog # Dateformat used for loading/saving of…
Variable list of columns
Product configuration » Variable list of columns
Below is a list of possible variables to access column/field values from operation, production order, project etc. These are the same variables used, when you add columns through the field chooser in ROB-EX and presented in a table. As an example the order list. *If…