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ROB-EX 7.4.2 upgrade FAQ
Getting Started » ROB-EX 7.4.2 upgrade FAQ
This guide is concerning updating from 7.0/7.2/7.4 to 7.4.2 including special attention on the new 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 Desktop Client. For configuration specifically related to Web Planner, please consult the Web Planner pages. To learn more about server side Proficy Scheduler…
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
!The Proficy Workflow Client for Proficy Scheduler is no longer being updated and we recommend to directly use the web-service based REST Client API. Page Content Introduction Requirements Installation Usage Example FAQ /…
Scripted updates and installs
Getting Started » Installing the client » Using the Scheduler/ROB-EX installer » Scripted updates and installs
The script is a .BAT script which will execute the standard Proficy Scheduler Setup Installer multiple times without showing the installation wizard. I.e. the .BAT script will automatically update or install multiple Proficy Scheduler components. The script: Will…
Document Scheduler on-prem deployment
Getting Started » Installing the client » Using the Scheduler/ROB-EX installer » Document Scheduler on-prem deployment
A PowerShell script that will list all Proficy Scheduler services and applications installed on the current PC. Purpose List and document installed Proficy Scheduler Services and Applications for an on-prem Proficy Scheduler deployment. Typically used in order to…
Scheduling
Scheduling
Scheduling orders : How to schedule or reschedule orders in Proficy Scheduler. Scheduling strategy window: Strategies and setting available when planning in Proficy Scheduler. Setting a default scheduling strategy : How to set the default scheduling strategy used…
Server configuration file
Options » Multiuser » Server installation and management » 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…
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…
Install new Proficy Scheduler/ROB-EX system
Getting Started » Installing the client » Using the Scheduler/ROB-EX installer » Install new Proficy Scheduler/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_v7.4.2.0.14.exe). In the first Welcome window click Next. Select “New” and desired runtime language…
Licensing of versions prior to 6.4
Getting Started » Starting up the desktop client » Licensing version 6.4 and newer » 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 Proficy Scheduler you will be asked to register. Press the register button. You are presented with a unique…
Updating from older v5.2 Proficy Scheduler
Getting Started » Installing the client » Updating from older v5.2 Proficy Scheduler
This page is a guide on how to upgrade from an existing v5.2 or older Proficy Scheduler installation to Proficy Scheduler. The installation assumes you are upgrading to Proficy Scheduler 6.4 or later. Typically the existing installation will be Proficy Scheduler…
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: Proficy Scheduler Planner and Proficy Scheduler Viewer. Preparation First make sure that the target system meets the system requirements. For a client the…
.NET Client
Import and export » REST Server » .NET Client
!This .NET Client dll is no longer being updated and we recommend to directly use the web-service based REST Client API. Page Content Introduction Requirements .NET API documentation Simple use cases Advanced use cases Introduction To give the users…
Color modes
The user interface » Gantt chart » Menu » View menu » Color modes
The different supported color modes are explained in more detail below Milestone colors Shows if the milestones are respected. Operations are given colors according to if they respect delivery and materials date/times. Colors used: Yellow The operation is…
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,…
History Tracking with SQL query option
Product configuration » History Tracking with SQL query option
*This feature added in Proficy Scheduler version 7.4 In order to support Business Intelligence on historic transactional data, the Proficy Scheduler Multiuser Server will automatically, once every hour (configurable), copy data for the following transactional entities…
Trouble shooting using logfiles
Product configuration » Trouble shooting using logfiles
The different Proficy Scheduler components all use the Logback framework for logging. Each component has its own logfile located in a folder as part of the installed location of the component. For more info on the logback.xml format, see the logback manual. The…
Command line options
Getting Started » Starting up the desktop client » Command line options
Different options can be passed to the ROB-EX Gantt.exe / ROB-EX Viewer.exe (and from Proficy Scheduler v8.0 and later Scheduler Planner.exe / Scheduler Viewer.exe) startup files to further control the different features of the product. By specifying -help or /? on 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 Proficy 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…
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 Proficy Scheduler client folder. I.e. if your Proficy Scheduler client folder in production is a network drive like \\myserver\robex\planner and you import…
Server installation and management
Options » Multiuser » Server installation and management
This chapter explains how to install a test or production instance of Proficy Scheduler Multiuser Server 7.0 or later. Prerequisites Make sure the following pre-requisites are OK before proceding to install Proficy Scheduler Multiuser Server A Microsoft SQL server…
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…
Advanced service client topics
Advanced functions » Integration client » Advanced service client topics
All Proficy Scheduler clients installed as a service shares the same code base from the folder they are installed from. I.e. if you run the RobexIntegrationClientSetup.exe from location c:\rob-ex\PlannerIC\service the client code base placed in c:\rob-ex\PlannerIC is…
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…
Embedded Java Runtime
Getting Started » Starting up the desktop client » Embedded Java Runtime
From Proficy Scheduler v6.4.1.814 the Proficy Scheduler installer will automatically copy an OpenJDK Java Runtime into \bin\jre (or \bin\jre32 for 32-bit Java) From Proficy Scheduler v6.4.1.814 we also provide new versions of \bin\ROB-EX Gantt.exe and \bin\ROB-EX…
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…
Automation interface
Macro » Automation interface
The automation interface in Proficy Scheduler 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 Proficy Scheduler…
Dashboard Quick Guide
Reporting and KPI » Dashboard App » Dashboard Quick Guide
This is a quick guide to the user interface of the App. The home screen From this screen, you can jump to different KPI areas. Orders – e.g. Scheduled Order delivery performance Projects – e.g. Scheduled Project delivery performance. Operations…
Archiving
Options » Multiuser » Archiving
The archive functions in Proficy Scheduler is used to remove data from Proficy Scheduler Client no longer needed for the planning process, but still retain the data in the Proficy Scheduler database. This is typically old data which cannot be deleted for different…
Time Tracker
Options » Time Tracker
Proficy Scheduler 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…
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 Proficy Scheduler system. Enabling SSL means that traffic between server and clients are encrypted and that web-server sessions with the Shop Floor client must…
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…
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 desktop client » Licensing version 6.4 and newer » Activating a license
The first time you start a 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 Proficy Scheduler in a multiuser…
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…
Managing users
Options » Multiuser » Configuration » Managing users
Create a new local user Press the link “Add new user” to create a new user. The following window is shown: Enter The users full name, A username (e.g. initials) – this is the login name A password Select If the user should be able to…
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…
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…
SortAndSchedule
Macro » SortAndSchedule
This macro command supports easy rescheduling of orders based on one or more configurable sorting fields. Starting from Proficy 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…
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…
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…
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 Proficy Scheduler. Select External documents in the shortcut menu (Right-click on an operation). A list of documents attached to the operation is…
Master route editing
Web Planner » Master data editing » Master route editing
The route defines the number and the sequence of operations needed, in order to produce a semi- or finished good. Master routes are maintained as a master data library which is reused when creating new production orders. Once a production order is created the master…
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…
Master operation editing
Web Planner » Master data editing » Master operation editing
Master operations created or edited here are used for building master routes. An operation in the Proficy Scheduler term, describes a process to perform (i.e. cut, grind, etc.) and the list of resources capable of performing the operation. The master operation is thus…
Resource view editing
Web Planner » Master data editing » Resource view editing
Define named views and what resources to show for those views. Maintaining a list of well organized views will help planner and viewer users keeping the overview even when your plan has many resources. As an example for a production with two departments cutting and…
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…
Track changes by user
Options » Multiuser » Track changes by user
Use this feature to get a list of all changes to a certain Proficy 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…
Master material editing
Web Planner » Master data editing » Master material editing
Manage everything related to materials and gain the easy overview of how the different material transactions affects your inventory/stock. Quick start Create new materials by clicking on the + button To view or edit an existing material, including material…
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 Proficy Scheduler 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…
Running multiple instances
Options » Multiuser » Server installation and management » Running multiple instances
It is supported to have several Proficy Scheduler 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…
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,…
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 Proficy Scheduler server
Options » Multiuser » Server installation and management » Starting and stopping Proficy Scheduler server
The Proficy Scheduler 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…
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. !If you run the…
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…
Resource editing
Web Planner » Master data editing » Resource editing
Use the list of resources to gain an overview of all resources of the site – and how they are organized in the resource hierarchy. Create resources by clicking the + icon next to the top part Resources header. Provide a unique name of the resource and…
Updating internal libraries/dependencies of Talend
Import and export » Interfacing using Talend Open Studio for Data Integration » Updating internal libraries/dependencies of Talend
Background To fix security or compatibility issues with older libraries, follow these steps in order to update them to a newer fixed version. Important: this will update the library versions of the jobs being build by Talend Open Studio (TOS), but not the underlying…
Running a Talend Job from a Proficy Scheduler Macro
Import and export » Interfacing using Talend Open Studio for Data Integration » Running a Talend Job from a Proficy Scheduler 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…
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.…
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…
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…
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 Proficy 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…
Tray Service Manager
Advanced functions » Integration client » Tray Service Manager
Once installed with the “Auto start tray program” option of the service installer the Proficy Scheduler Tray program is displayed as an icon in the system tray area of the Windows task bar. The tray program provides an interface, which enables the user to…
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 Proficy 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 Desktop Client and presented in a table. As an example the order…