User's Manual
7.4.2
7.6
7.4.2
7.4
7.2
7.0
6.4
Table of Contents
User's Manual
7.4.2
User's Manual — 7.6
User's Manual — 7.4.2
User's Manual — 7.4
User's Manual — 7.2
User's Manual — 7.0
User's Manual — 6.4
Getting Started
Installing the client
System Requirements
Planning the client installation
Full Multiuser Deployment example
Using the ROB-EX installer
Install new ROB-EX system
Update existing ROB-EX system
Deployment info and installation utilities
Document ROB-EX on-prem deployment
Scripted updates and installs
Going from Proficy Scheduler to ROB-EX
Log4Shell vulnerability assesment
Spring4Shell CVE-2022-22965 vulnerability assesment
Starting up the client
Command line options
Licensing version 6.4 and newer
Activating a license
Installing Floating License Server
Configuring Floating License Server
License deactivation
Licensing of versions prior to 6.4
Selecting the runtime language
Embedded Java Runtime
Startup caching
Solving my first scheduling problem
Scoping the problem
Create simple shift calendar
Creating resources
Creating master operations
Creating master routes
Creating production orders
Schedule new orders
ROB-EX 7.4.2 upgrade FAQ
Master data
Resources
Resource tree
Adding and deleting
General settings
Scheduling
Details
Attached documents
Resource Overview
Resource types
Usage of resource groups
Shift calendars
Creating a general calendar
Creating a holiday calendar
Creating a week calendar
Creating a calendar specific calendar
Create a resource specific calendar
Instructions for entering periods
Calendar based on group members
Master operations
Master routes
Operation list
Editing operation details
The Times tab
Operation efficiency
Controlled overlap
The Advanced tab
The Progress tab
The Materials tab
The Dependencies tab
The Sub-operation tab
The Batch tab
The Attached Documents tab
The Manpower tab
Constraint editor
Sub-operations
Advanced route editing
Alternate routes
Route networks
Importing master routes/BOM from Excel
Materials and BOM
Master materials
Warehouses
Categories
Min/max stock level (safety stock)
Product families
Material transactions
BOM lines
Material graphs
Campaign management
BOM Analysis Tool
Attached documents
The user interface
Gantt chart
The graph area
Menu
File menu
Edit menu
View menu
Color modes
Functions menu
Shop Floor menu
Manpower menu
Multiuser menu
Help menu
Tool bar
Detail panel
Right click menu
Resource views
Keyboard shortcuts
Search panel
Adding and removing table columns
Property columns
Production orders
Edit production order
Order list window
Searching, sorting and filtering using the Order list
Editing and managing orders
Jumping to other windows from the Order list
Copy and paste from the Order list
Order list reports
Group assignments
Express orders
Split order
Operation split and join
Synchronized operations
Production order progress (partial completions)
Manpower graphs
Series and groups
Projects
Project List
Project View
Economy control with budget- and turnover overview
Reporting and KPI
Production targeted HTML reports
Resource report examples
Project report examples
Material report examples
HTML report configuration
Customize CSS classes
The complete list of properties
Dashboard App
Starting the app
Dashboard Quick Guide
Dashboard System configuration
Resource monitor
Starting the App
Resource Monitor Quick Guide
Resource Monitor System configuration
Scheduling
Scheduling strategy
Automated scheduling
Bottleneck sorting
Scheduling Settings on Resources
Transition rules
BOM scheduling settings
Special routing cases
Advanced customization of scheduling rules
Team scheduling
Campaign scheduling settings
Key Performance Indicators
Web Planner
Log in
Web-planner overview
Navbar
Slide-in Detail panel
Workload graph
Left side resource list
Edit web-planner resource
Gantt chart
Operation toolbar
Edit operation
Gantt chart “Create in period” shortcuts
Order list
Create new order
Projects
Create new project
Edit project
Field chooser to customize windows and tables
Overriding field name
Using date and time fields
Using color fields
Adding a new panel
Using columns
Using Panel header fields
Edit on resources & operations in Gantt chart
Master data editing
Shift calendar editing
Resource editing
Resource view editing
Master operation editing
Master route editing
Master material editing
Min/max stock level (safety stock)
Warehouses
Categories
Product families
Employee
Code data, collections and mappings
Macro in web-planner
Keyboard shortcuts
Direct URL to open Web Planner
Options
Multiuser
Using the ROB-EX Multiuser
Configuration
Site configuration
Security rule management
Data security
Permission Roles
Server installation
Starting and stopping ROB-EX server
Server configuration file
Running multiple instances
Updating ROB-EX Multiuser Server
Trouble Shooting Guide
Backup of ROB-EX Multiuser Server database
Custom changes to ROB-EX Server
Installation of Microsoft SQL Server Express
Server migration 6.x to 7.0
Archiving
Track changes by user
Operator – The new Shop Floor module
Job types
Reason codes for Pause and Cancel
Reason codes for Quantity bad
Migration from Shop Floor/Time Tracker to Operator
Shop Floor
Shop Floor configuration
Time Tracker
Time Tracker search option
Sequencer
Setup and configuration of Sequencer
Sequence Optimizer
Reloading value provider data
Known Sequencer limitations
Batch
Advanced functions
General settings
Tab: Standard
Tab: File
Tab: Gantt chart
Tab: Graphs & windows
Tab: Shop Floor
Tab: Multiuser
Tab: Express order
Tab: Resource filter
Tab: Progress
Tab: Materials
Tab: Project and Economy
Tab: Integration
Tab: ID generator
Tab: Documents
Time zones
Templates
Integration client
Service client startup parameters
Advanced service client topics
Tray Service Manager
The old Integration Client service
Import and export
CSV integration
CSV 1 integration
Standard Excel Import
CSV 2+3
CSV Singleline export
XML
XML minimal example
SQL integration
Direct SQL Integration
Interfacing with Operation split and join
Time and Attendance import
REST Server
REST Client
Create/update production orders
.NET Client
Proficy Workflow Client
Interfacing using Talend Open Studio for Data Integration
Running a Talend Job from a ROB-EX Macro
Using relative file paths with Talend
Updating internal libraries/dependencies of Talend
Interface History Manager
Product configuration
Misc and background
Number formats
SimpleDateFormat
Status overview
XML definition
Unit of measure overview
Global client settings
GanttSetup.properties file
Changing the UI language
Variable list of columns
Enable/Disable GUI elements
The structure of the roles.xml file
Custom options
Show or hide the field on the detail panel
Show or hide menu items in the right click menu
Commonly used Feature Containers
Securing network traffic – SSL
Developing using the API
Eclipse Java IDE
Guide to scripting
FlexRules
SpEL expressions reference guide
Visual FlexRules
Behavioral FlexRules
Trouble shooting using logfiles
History Tracking with SQL query option
Macro
Selection context
Automation interface
ActivateView
AdjustOrderQuantityToInventory
AdjustResource
Archive
Balance
BalanceOperations
Bottleneck
CallSQL
ChangeResource
CheckShelfLife
CreateCIP
CreateProductionOrder
CreateResource
DBSynchronization
DeleteFile
DemandSatisfier
DistributeOperationsOnResource
ExecuteScript
ExitProgram
ExtractReportingHistory
GenerateReport
JoinOrders
MakePlace
OpenFile
PackOperationsOnResource
PalletSystemScheduling
Pegging
ProgressImport
ProjectDBCheckExportStatus
ProjectDBJeevesCallStoredProcedure
ProjectDBMasterRoute
ProjectDBProductFamily
ProjectDBRawMaterial
ProjectDBRawmaterialInventory
ProjectDBRawmaterialMinMax
ProjectDBRawmaterialTransactions
ProjectDBStoredProcedure
ProjectDBSync
ProjectDBWarehouse
Queue
ResetSplit
ResourceCalendarImport
RunExternalProgram
RunMacro
SaveAs
SaveView
Schedule
SelectComponents
SequenceOptimizer
ServerConnection
SetOperationStatus
SetOprCalendar
ShowDocument
SortAndSchedule
SplitOperationsByStorageSpace
SplitOperationsEnsureEmptyWarehouse
SplitOrderToBatches
TankPlanning
TextExport
TextImport
TextIOExport
TextIOImport
TextSingleLineExport
UpdateMaterialDates
UpdateOrderDates
UpdatePlan
WorkloadOverviewExport
WorkloadOverviewExportII
XMLExport
XMLImport
Advanced functions
This sections covers less frequently used functions
Batch
General settings
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