Regardless of which version you are upgrading from, be sure to install the components for the most recent version. After you install MobileTech Server, you must set up application options and set up and grant access to users by using MobileTech Administration. You will then install MobileTech Client on the various devices that are used by technicians.
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After the upgrade is complete, you can use MobileTech Administration to select application options and set up and grant access to users.
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Important upgrade informationDo not install a version of Woodford that is newer than Publish Version Do not install a newer version of Woodford until you are instructed to do so by Key2Act. Woodford is a third-party product and you must use a version of Woodford that is compatible with the version of MobileTech you are using. When you launch Woodford, if the "New update is available" message displays, select Later. After you install and activate Woodford, we recommend that you set up Woodford so you are not prompted to install a newer version when it is released by Resco. In Woodford, select Settings and unmark the Check for updates on startup checkbox. Review the steps below carefully before you install the latest compatible version of Woodford. |
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Step 1: Making backups of .config files
Before upgrading MobileTech, we recommend that you make a backup copy of the web.config, MobileTechAdmin.exe.config, and XrmServer.SyncConsole.exe.config files if you have made changes to these files. After upgrading you can reinsert your changes.
Step 2: Uninstall your current MobileTech installations
Prior to upgrading to MobileTech 7.5, you will need to uninstall MobileTech from your Windows server/workstations:
- Signature MobileTech Integration Sync
- Signature MobileTech Sync Server
- Signature MobileTech Admin
- Signature MobileTech Client
Step 3: Install MobileTech Server
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Step 4: Install MobileTech Client
To install the MobileTech Client on a computer, see Install the MobileTech Client.
Step 5: Set up MobileTech Admin
After completing the installation steps, you will need to review the Setting up MobileTech section. You then set up MobileTech and install MobileTech Client on client devices from their respective app store.
The first time you log into MobileTech Admin after upgrading, you will be prompted to upgrade the Resco middle-tier databases. After this has been completed, you will be prompted to install database objects. You must do this for each company. If you are not prompted to install database objects, go to Tools > Create MobileTech Objects and select Process.
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In MobileTech, there is one middle-tier database for each Microsoft Dynamics GP company. The naming convention for the database name is companyname_RESCOXRM. The configuration database is called RESCOXRM_CONFIG. |
Step 6: Import the MobileTech Woodford project
See Import the MobileTech Woodford Project.
Step 7: Deploy Any Updated SSRS Reports
If the MobileTech Readme indicates any SSRS Reports have been updated, you will need to deploy these reports. See the Signature Reports Guide for information on deploying a report.
Step 8: Re-Import Any Updated Inspection Reports/Templates in Resco Cloud
If the readme indicates that any of the Inspections have been updated, you will need to re-import these for any changes to be available.