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Note |
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You must import and activate Woodford, regardless of whether you will customize MobileTech. |
Importing the MobileTech project for the first time
We recommend that when you launch Woodford, you log on by using the system administrator credentials you used when you installed MobileTech Administration.
- In MobileTech Administration, choose Tools > Launch Woodford.
- Enter the URL, user name, and password to log on to Woodford.
The URL must include the server name and port where MobileTech is installed, and the name of the company database (in lowercase letters). Example: http://servername:8080/companydatabase - Choose OK.
- The Registered User window might be displayedmay display. If it isdoes, enter your contact information in the window and choose Register.
If the "New update is available" message is displayed, choose Later.
Warning Do not install a new 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 MobileTech R7.0.
- Choose 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. The Add Mobile Project window is displayed.
- Select MobileTech.woodford and then choose OK Open.
- Select Create New.
- In the Type and Template fields, accept the default entries.
- In the Name field, enter
MobileTech
. - The Type and Name default in.
- Mark the MobileTech check box for the role.
- Choose OKSave. The exclamation point next to the mobile project indicates that the project has not been published.
- Double-click the MobileTech mobile project and choose project.
- A window displays that the project has been updated, choose OK.
- Choose Publish All.Sync your
- device. The "Application was updated" message is displayed to indicate that a Woodford project is activeIn the Select Projects window, verify that MobileTech is marked and then select OK.
- Unmark the option to be notified when Woodford updates are available. In Woodford, choose Settings and unmark the Check for updates on startup check box.
- Click Save the changes.
For information about how to use Woodford to customize your application, see the Resco Mobile CRM Woodford User Guide.
Sync your device
Sync your device. The "Application was updated" message is displayed on the device to indicate that a Woodford project is active.
Important information for upgrade customers who already use Woodford
Warning |
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Do not install a version of Woodford that is newer than v11.0.8.8 |
If you are using a previous version of MobileTech and you already have Woodford installed, review this information carefully before you install the latest compatible version of Woodford.
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