Table of Contents

Assisted Setup

After installing Pimics PIM in Business Central, several Assisted Setup wizards guide you through the mandatory and optional configuration steps. This page describes what each wizard does and when to use it.

Note

If Pimics is installed but not yet configured, a notification appears on the Role Center and on key Pimics pages. You can start the relevant wizard directly from that notification.

Overview

Pimics provides three guided wizards:

Wizard Purpose When to run
Pimics Initial Setup Mandatory post-installation configuration — users, permissions, job queues, retention policy, and application areas Immediately after installation
Pimics Configuration Wizard Initial PIM configuration — languages, document repository, channels, and data import from BC After the Initial Setup is complete
SharePoint Assisted Setup Connect Pimics to a SharePoint document repository and import existing files When SharePoint is selected as the document repository

Pimics Initial Setup

This wizard is required before Pimics can be used. It walks the administrator through every step that must be completed after installation. When you click Finish, the system state changes to Configured and the setup notification disappears from all pages.

Run the Pimics Initial Setup wizard

  1. Select Search (Alt+Q) in the upper-right corner, enter Pimics Initial Setup, and then choose the related link.

    Alternatively, if you see the notification "Pimics setup is required", select Start Setup to open the wizard directly.

  2. Work through the wizard steps described below, and then select Finish.

Step 1 – Welcome to Pimics Setup

The welcome screen shows your current license details:

  • License Type — Trial, Subscription, or Perpetual.
  • Valid Until — the date your license expires.
  • Allowed Users — the number of users covered by your license.

A link to the full documentation at https://docs.pimics.com is also shown. Review the information before proceeding.

Step 2 – Permissions and User Licenses

Assign a Full license to each user who will actively work with Pimics.

  • The License Information field at the top repeats how many Full licenses are available.
  • Select a user in the list and set their License Type to Full.
  • You cannot proceed to the next step until at least one user has a Full license.
Tip

Users without a Full license cannot open Pimics pages. Assign licenses here to avoid access issues later.

Step 3 – Define Permissions

Assign a Pimics permission set to each licensed user.

  • The list is filtered to show only permission sets that belong to the Pimics PIM extension.
  • Select a user, then choose a value in the Permission Set column.
  • For a description of each available permission set, see Permissions & User License.
Important

A user with a Full license but no permission set assigned will receive access errors when opening Pimics pages.

Step 4 – Retention Policy

Retention policies control how long historical records are kept in the database. Pimics creates log, change-tracking, and processing records that can grow large over time.

  • Select Open Retention Policy Setup to configure policies directly.
  • Follow the recommendations in Jobs Queues & Retention Policy.
  • You cannot proceed until at least one retention policy has Status set to Enabled.
Warning

Skipping this step leads to unbounded database growth that is very difficult to clean up later.

Step 5 – Application Areas

Application areas control which optional Pimics features are visible in the interface. Turning off areas your organization does not use keeps pages clean.

  • The Application Area Setup list shows all available areas.
  • Toggle each area on or off as needed.
  • For a description of each area, see Application Area.

Step 6 – Job Queue Configuration

Pimics uses Business Central job queues to run background tasks automatically, including license validation, publication processing, and data synchronization with Business Central and SharePoint.

  • The list shows all job queues that belong to Pimics.
  • Set the Status of each queue you want to run to Ready. Use the Set to Ready action, or open the queue card for advanced options.
  • You cannot proceed until at least one job queue has Status set to Ready.
Tip

For most installations, enable all Pimics job queues. Disable only those whose feature you are not using — for example, the SharePoint sync queue if you do not use SharePoint.

Step 7 – Basic Configuration

Set the Default Language Code for Pimics. This is the primary language in which product data is maintained.

Note

All settings configured in this wizard can be changed later from Catalog Setup.

Step 8 – Setup Complete

When all previous steps are satisfied, the Finish button becomes active. Selecting Finish:

  1. Sets Pimics State to Configured in Catalog Setup.
  2. Marks the guided experience step as complete.
  3. Removes the setup notification from all Pimics pages.

Pimics Configuration Wizard

The Configuration Wizard handles the PIM-specific configuration: which languages are managed in Pimics, where documents and media are stored, which sales channels are used, and which existing Business Central data should be imported into Pimics.

Run the Configuration Wizard

  1. Select Search (Alt+Q) in the upper-right corner, enter Pimics Configuration Wizard, and then choose the related link.

    Alternatively, select Start Assisted Setup in the notification that appears if Pimics is installed but not yet configured.

  2. Work through the wizard steps described below, and then select Finish.

Step 1 – Welcome / Install Pimics

If Pimics has not been deployed yet, a checkbox Install Pimics appears. Select it to run the installation before continuing. If Pimics is already installed, the step confirms this and you can proceed.

Step 2 – Languages

Select the languages to be managed in Pimics:

  • Default Language Code — the primary language for all product content.
  • Additional Languages — any other languages used in publications and exports.

Step 3 – Document Repository (DAM)

Select where pictures, documents, and other digital assets are stored by setting the Repository Type field:

Value Description
Database Files are stored inside the Business Central database. Suitable for demos or small setups.
SharePoint Files are stored in a SharePoint Online library. Recommended for production. Run the SharePoint Assisted Setup after this wizard to complete the connection.
Azure Blob Storage Files are stored in Azure Blob Storage.
Note

Changing the repository type after go-live requires migrating existing files.

Step 4 – Channels

Define the output channels you want to export product data to — for example, a webshop, a print catalogue, or partner portals by country.

  • If you publish to a single destination, you can leave this section empty. A default channel is created automatically.
  • Channels can be added and changed later from the Channels list.

Step 5 – Users

Select which Business Central users will use Pimics. You can also enable the Pimics Role Centre for those users, giving them a tailored Business Central home page with Pimics shortcuts and KPIs.

Step 6 – Data Import from Business Central

Choose which existing Business Central data to import into Pimics when the wizard finishes:

Option What is imported
Pictures and Media Item pictures and media attachments
Item Translations Existing item description translations
Attributes Item attribute definitions and values
Attribute Translations Translations of attribute names and values
Assign Feature Values BC attribute values assigned as Pimics feature values
Note

Deselecting an option does not delete existing data. You can run these imports manually later if needed.

Finish

Selecting Finish saves all settings, runs the selected data imports, creates the configured channels, and sets Pimics State to Configured.

SharePoint Assisted Setup

Use this wizard to connect Pimics to a SharePoint Online document library and, optionally, import files that are already stored there.

If SharePoint is set as the repository type in the Configuration Wizard, Pimics shows a notification on all pages until this wizard is completed: "SharePoint is your file repository, but it is not configured. Do you want to start an assisted setup?"

Run the SharePoint Assisted Setup wizard

  1. Select Search (Alt+Q) in the upper-right corner, enter SharePoint Assisted Setup, and then choose the related link.

    Alternatively, select Start Assisted Setup in the notification described above.

  2. Work through the wizard steps described below, and then select Finish or Import.

Note

Before running this wizard, make sure the SharePoint domain and its authentication credentials are registered in Pimics. See Connect to SharePoint Online.

Step 1 – Connection

Field Description
Repository Type Set to SharePoint.
Default Domain The SharePoint domain to connect to.

Step 2 – Library Selection

Map each Pimics asset type to the corresponding SharePoint container (library or folder):

Field Asset type
Documents Container Office documents, PDFs, and other documents
Pictures Container Product images
Media Container Videos and other media
Graphics Container Vector graphics and illustrations
CAD Drawings Container Technical drawings

Step 3 – Import

Optionally import files that already exist in the selected SharePoint libraries:

Field Action
Import documents from default library Import existing documents
Import pictures from default library Import existing pictures
Import graphics from default library Import existing graphics
Import media from default library Import existing media files
Import drawings from default library Import existing CAD drawings
Import from another library Select a different SharePoint drive using the Drive ID lookup
Filename filter Restrict the import to files matching a name pattern

Finish actions

Button Action
Finish Saves the library mapping and runs the selected imports.
Import Runs only the file imports without changing the library mapping.

Frequently asked questions

Can I re-run the Assisted Setup wizards?
Yes. Open any wizard again from the Assisted Setup list at any time. Re-running a wizard overwrites the current settings. Existing data — items, features, publications — is not affected.

What happens if a mandatory condition is not met?
The wizard blocks you from advancing with a message explaining what is missing — for example, no user with a Full license, no retention policy set to Enabled, or no job queue set to Ready.

Where do I change these settings after the wizard?
All settings are stored in Catalog Setup. You can also open individual pages — Job Queue Entries, Retention Policy Setup, Permission Sets — directly from there.

The notification keeps appearing even though I finished the wizard.
Make sure you selected Finish on the last step of the wizard. Closing the wizard with the X button does not save the completed state. Open the wizard again and select Finish.