Configure FactoryLogix on a single computer

KB Article administrator on-premise only

Overview

This article covers the end-to-end process of setting up FactoryLogix on a single computer, including creating the database, configuring security, structuring the schema, granting stored procedure permissions, and installing and connecting the client applications.

Prerequisites

• FactoryLogix Server.exe is installed and the Application Service is running.

• Microsoft SQL Server is installed.

• Microsoft SQL Server Management Studio (SSMS) is installed.

• The FactoryLogix Applications.exe setup program is available.

• A Windows account with local administrative rights is available.

Create the FactoryLogix database

1. Log on to SQL Server with a Windows account that has local administrative rights.

2. Open SQL Server Management Studio.

3. In the Object Explorer, expand the appropriate SQL Server computer/instance name, right-click Databases, then select New Database.

4. In the New Database dialog, enter FactoryLogix in the Database name field.

5. Under Path, enter the path to use for data and log files.

6. Under Autogrowth/Maxsize, select the Browse button.

7. In the Change Autogrowth dialog, confirm that the Enable Autogrowth check box is selected (this is the default), then set File Growth to 10%.

8. Under Maximum File Size, select Unlimited, then select OK.

9. Select OK to return to the New Database dialog, then select Add to create the database.

Set up database security with Windows authentication

1. Open SQL Server Management Studio.

2. In the Object Explorer, expand the appropriate SQL Server computer/instance name, right-click Security, then select New > Login.

3. In the Login - New dialog, select Windows Authentication.

4. In the Login name text box, enter the appropriate Windows domain logon account.

5. From the Default database drop-down, select FactoryLogix, then select OK.

Set up database security with SQL authentication

1. Open SQL Server Management Studio.

2. In the Object Explorer, expand the appropriate SQL Server computer/instance name, right-click Security, then select New > Login.

3. In the Login - New dialog, select SQL Server Authentication.

4. Enter aegis in the Login name field.

5. Enter a password in the Password field, then re-enter it in the Confirm password field.

6. Clear the Enforce password expiration check box.

7. From the Default database drop-down, select FactoryLogix, then select OK.

8. Under Select a page, select User Mapping.

9. Under Users mapped to this login, select FactoryLogix.

10. Under Database role membership for: FactoryLogix, select db_datareader, db_datawriter, and db_ddladmin. (Public is selected by default and should remain selected.)

Structure the database

1. Log onto the server or a machine where FactoryLogix Server Management is already installed.

2. Open FactoryLogix Server Management from the Windows Start menu.

3. Select the Database Connections button.

4. In the upper-right corner of the Database Connections window, select Add new database connection.

5. In the Add New Database Connection dialog, enter FactoryLogix in the Database Connection Name field.

6. Under Server Name, enter or select the FactoryLogix SQL Server.

7. Under Log on to the server, select the applicable authentication type (Windows or SQL).

8. In the Select or enter a Database Name field, select FactoryLogix, then select OK.

9. In the Database Connections window, select the FactoryLogix connection, select Set Default to make it the default database connection, then select Save.

10. Select the Home button at the top of the window, then select Database Utilities.

11. In the Database Utilities window, select FactoryLogix from the Select Target Database drop-down, then select Create New Target Database Schema.

12. When the message The Target FactoryLogix database was created successfully appears, select OK.

Grant permissions for FactoryLogix stored procedures

1. Open SQL Server Management Studio.

2. In the Object Explorer, expand Databases > FactoryLogix > Programmability > Stored Procedures.

3. Right-click the DeleteECAD procedure, then select Properties.

4. In the Stored Procedure Properties - DeleteECAD dialog, select the Permissions page.

5. To grant permissions to a user, select Search.

6. Select Browse (...) to display the list of users or roles.

7. Select the previously configured Aegis user account to which permissions should be granted, then select OK twice.

8. On the Explicit Permissions tab, select the Execute check box in the Grant column, then select OK.

9. Repeat steps 3–8 for each of the following stored procedures:

   • CheckoutBatchDataCollectionDocumentLink

   • CreateArchiveQueue

   • DeleteECAD

   • FinishBatchRouteTransaction

   • FinishRerouteProcessFlowTransactionStatuses

   • GenerateSerialNumberDefinition

   • StartBatchRouteStatus

   • StartBatchRouteTransaction

   • StartRerouteProcessFlowTransactionStatuses

Install FactoryLogix Office, Production, and Logistics

1. Locate and run the FactoryLogix Applications.exe setup program.

2. On the Welcome page, accept the default installation location or select Browse to specify a different location, then select Next.

3. Read the EULA, select I accept the terms of the license agreement, then select Next.

4. Enter your user name and company name.

5. Select the client applications you want to install, then select Next.

6. Select Install to begin installation.

7. When installation is complete, select Finish.

Configure FactoryLogix Office, Production, Analytics, and Logistics

1. Open the FactoryLogix Office, Operations, Analytics, or Materials Management client application from the Windows Start menu.

2. When the Login screen appears, select Settings.

3. In the Server Settings dialog, enter the address of a FactoryLogix Application Server, or select Discover to auto-discover FactoryLogix Application Servers on the local network.

4. Select a server name from the Server Addresses list, then select OK.

5. On the Login screen, enter your FactoryLogix user name and password, then select Login.