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install&admin_installing_and_usi_9463
install&admin_installing_and_usi_9463
Resco's Woodford component is a tool that lets you customize and configure MobileTech for your business purposes. 

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  1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard

  2. Enter the Email and Password and select Log in

  3. In the left navigation, select Woodford.

  4. The Registered User window may display. If it does, enter your contact information in the window and select Register.

  5. In the left navigation, select App Projects.
    If you have an existing MobileTech project, you must deactivate the project before importing the new/updated project. Select the project and then select Deactivate from the top navigation. 

    • If you have already made customizations to MobileTech by using Woodford, you must reapply those customizations each time you upgrade MobileTech and the corresponding Woodford project. 

    • Re-enable any options that were enabled in Woodford. For example, if you are using Mobile Auditing (UseMobileAuditBackgroundSync=True), please be sure to re-enable the Woodford Auditing settings after importing a new Woodford project.

  6. Select Import and browse to the location where the MobileTech.woodford file was saved when you installed MobileTech Administration. For most users, the location of the Woodford file is C:\Program Files (x86)\Signature\MobileTech\Admin\Woodford. 

  7. In the App Projects list, select MobileTech x-xx-xxx.woodford.

    Note: If you are re-importing the same project version and are prompted to overwrite the existing deactivated project, select Cancel and then rename the existing deactivated project using Properties in the top navigation. Then import the project and select Create New in the window that displays and continue with the instructions below.

  8. Select Open

  9. In the Import Project window, select the Type as Standard User.

  10. Select Next.

  11. Select the App drop-down and select Default.

  12. Select Next.

  13. Complete the following fields:

    • Name: Accept the default name.

    • Priority: Accept the default "0", however, if you have more than one project for the same security role, the one with a higher priority is used.

    • Custom Version Identifier (Optional): Leave blank or enter any descriptive text. This information displays in the Project Version column in the App Projects grid. You can edit the project properties to update this field if needed.

    • Roles: Mark MobileTech.

  14. Select Save

  15. An exclamation point icon displays next to the mobile project to indicate the project has not been published.

  16. Select the MobileTech mobile project and click Edit.

  17. In the Navigation bar at the top, verify that the Publish Version displays 

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    MT95:MT 9.5 Publish Version
    MT95:MT 9.5 Publish Version
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    . If it doesn't, use the drop-down to select this version to avoid sync issues.

  18. Select Publish All.

  19. In the Select Projects window, verify that MobileTech is marked, and then select OK.

  20. Unmark the option to be notified when Woodford updates are available. In Woodford, select Settings and unmark the Check for updates on startup checkbox.,

  21. Click Save.

  22. Publish the project.

Create the Child Project and Import the MobileTech with Inspections Woodford

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Project

This section must be completed if If you are using Resco’s Inspections. The parent MobileTech Woodford project must be published before continuing with the steps below. You must assign the Inspector Role in MobileTech Admin to any technicians using Inspections (and the optional Job Safety Analysis). See Working with Resco Inspections (optional)Resco Inspections, you will need to complete this section after you have published the MobileTech Woodford project (above).

With this project as the child project:

  • Any customizations added to the MobileTech Woodford (parent) project will be included automatically on the MobileTech with Inspections (child) project. When publishing the customizations on the parent project, you will need to select Publish All to write the changes to the child project.

  • Any customizations are made to the child project directly, the link will be broken to the parent project.

To create the child project and import the Inspections project:

  1. While still in Woodford in the Resco Cloud, select the MobileTech project.

  2. Select Derive from the top ribbon. This step creates the child project.

  3. In the Derive Project window, select the Type as Standard User.

  4. Select Next.

  5. Select the App drop-down and select Default.

  6. Select Next.

  7. Complete the following fields:

    • Name: Enter a name for the child project, such as MobileTech like “MobileTech Inspections

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      MT 2024 Version
      MT 2024 Version
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      -0-
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      MT 2024 Build
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      or whatever you prefer to identify this as the Inspections project.

    • Priority: Accept the default "0", however, if you have more than one project for the same security role, the one with a higher priority is used.

    • Custom Version Identifier (Optional): Leave blank or enter any descriptive text. This information displays in the Project Version column in the App Projects grid. You can edit the project properties to update this field if needed.

    • Roles: Mark Inspector.
      Do not mark Manager as this is used with the Inspection Manager Woodford project.

  8. Select Create.

  9. Select the child project from the App Project list and click Import from the top navigation.

  10. Import the MobileTech with Inspections project from your installation location.

  11. Select Overwrite. This will overwrite the blank child project that was created above with the Inspections project that has been set up.

  12. Select the child project and from the top navigation, select Edit.

  13. Publish the project.

You must assign the Inspector Role in MobileTech Admin to any technicians using Inspections (and the optional Job Safety Analysis). See Working with Resco Inspections (optional).

Additional Optional Woodford Customizations and Configurations

See Setting up Woodford (optional) for information on customizing and configuring entities. For information about how to use For details on using Woodford to further customize your application, see the Resco Mobile CRM Woodford User Guide.

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