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When you create a middle-tier database in MobileTech, a daily cleanup job is automatically set up for the database. For more information about this job or how to specify when it runs, see Create a cleanup job for the middle-tier database.
Menu Navigation
File
- Registered Products
Displays the registered MobileTech products and the user count. - Change Company
Select to switch to another company. - About
Displays the current installed version of Signature and MobileTech Admin. You can also access online help and view the registered products.
View
- Users
Select to set up new users and view/edit existing users. - Setup Options
Select to choose settings that control how MobileTech is used.
Tools
- Create MobileTech Options
Any time you log on to MobileTech Administration and the version number of MobileTech Administration is higher than the last time you logged on for a company, the page to install database objects opens. You must install database objects for each company.
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- If you are not prompted to install database objects,
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- you can do so by going to Tools > Create MobileTech Objects
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- From the Start menu, open MobileTech Admin.
- On the MobileTech Administration Login page, enter information in these fields to connect to the MobileTech database.
- Server Name
Enter the SQL Server name and instance where the Signature modules are installed. Example: server\instance. - Authentication
Choose the authentication mode. You must have a valid SQL Server logon set up.- Windows Authentication
Use your Windows user credentials to log on. - SQL Server Authentication
Use your SQL Server credentials to log on.
- Windows Authentication
- Login
Enter the name for the system administrator (sa). - Password
Enter the password for the system administrator.
- Server Name
- Choose Connect.
- If multiple companies are installed, the MobileTech Administration Login page is displayed again. In the Company field, select a company and choose Connect. The active company is displayed at the bottom left of the MobileTech Administration page.
- Enter the email address, password, and the other information for the administrator, and then choose Create/Update.
- The following options may need to be updated, which you will be prompted for:
- Organization database
- Resco middle-tier database(s)
Database objects
Note If you are not prompted to install database objects after you log on, choose Tools > Create MobileTech Objects. You must install database objects for each company.
- Choose Process.
- Continue setting up MobileTech.
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- .
- Update Middle Tier
Select to update the Middle Tier. You should be prompted to update the Resco middle tier, however you can also do so manually. - Create Middle Tier Clean Up Job
Occasionally, when a service call is created in the host system but completed on a mobile device, records that are related to that service call do not get removed from the middle-tier database when the service call is completed. To make sure these records are cleared out of the middle-tier database, you should set up the daily cleanup job. - Load Data
You must load data into the organizational database for each technician you select. Any data that is associated with open calls and appointments for each technician, and for the specified date range, is included. - Refresh Lookups
Select this option to sync individual lookups in MobileTech to refresh a subset of lookups without loading all data. - Change Resco Administrator Password
If you or another administrator forgets an account password, you cannot retrieve the existing password, but you can change it. - Launch Resco Cloud Dashboard
Select to launch the Resco Cloud Dashboard in your default browser. - Launch Woodford
Select to launch Woodford in your default browser. See Set up Woodford for more information. - Install Resco MobileCRM Client
Select to launch Resco's MobileCRM Client download page in your default browser.
Continue setting up MobileTech with the following steps:
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