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Note

You must import and activate Woodford, regardless of whether you will customize MobileTech.

Table of Contents

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.

  1. In MobileTech Administration, choose Tools > Launch Woodford. 
  2. 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:8888/companydatabase
  3. Choose OK. 
  4. The Registered User window may display. If it does, enter your contact information in the window and choose Register.

  5. 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 R7.5.


  6. 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.
  7. Select MobileTech.woodford and then choose Open.
  8. The Type and Name default in.
  9. Mark the MobileTech check box for the role.
  10. Choose Save. The exclamation point next to the mobile project indicates that the project has not been published.
  11. Double-click the MobileTech mobile project.
  12. A window displays that the project has been updated, choose OK.
  13. Choose Publish All.
  14. In the Select Projects window, verify that MobileTech is marked and then select OK.
  15. 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.
  16. Click Save.

See Use Set up Woodford to modifying entities for information on customizing and configuring entities. For information about how to use Woodford to further customize your application, see the Resco Mobile CRM Woodford User Guide.

Sync your device

Sync your device using MobileTech Client. The "Application was updated" message is displayed on the device to indicate that a Woodford project is active.

Importing a new or updated MobileTech Woodford project

Warning

Important information for upgrade customers who already use Woodford

Do not install a version of Resco Cloud is newer than vXX.X.X.XXXXX. Documentation Reviewer

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.

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 is displayed, choose 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, choose Settings and unmark the Check for updates on startup check box.

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