Installing MobileTech
Upgrading to 8.0 Service Pack 1 from a previous version
You can upgrade to MobileTech 8.0 SP 1 from version 7.x or higher.
- Before you upgrade from a previous version of MobileTech, make sure that all mobile devices have been synchronized to the host system. If you've made changes to views or stored procedures in previous versions of MobileTech, those changes will be overwritten during the upgrade.
- If you are upgrading from
- MobileTech 7: You will need to uninstall MobileTech including MobileTech Admin, MobileTech Integration Sync, MobileTech Synch Server, and MobileTech Client from your Windows server/computers. Additionally, The steps for importing a new Resco Woodford project file have changed from previous releases. Be sure to read Important information for upgrade customers who already use Woodford in the Signature MobileTech Installation and Administrative Guide before you import the new project file.
MobileTech 7.5: You will not need to uninstall previous versions. The steps for importing a new Resco Woodford file have not changed.
You'll be prompted to install database objects the first time you log into MobileTech Administration after upgrading. You must do this for each company. If you're not prompted to install database objects, go to Tools > Create MobileTech Objects and choose Process. For more information, see Log into MobileTech Administration in the Signature MobileTech 8.0 Installation and Administrative Guide. For additional upgrade notes, see Upgrading MobileTech in the Signature MobileTech Installation and Administrative Guide. Installing database objects during an upgrade does not remove any data from the middle tier.
- Re-enable any options that were enabled in Woodford. If you are using Mobile Auditing (UseMobileAuditBackgroundSync=True), please be sure to re-enable the Woodford Auditing settings after importing a new Woodford projects.
Installing MobileTech for the first time
You can install and set up MobileTech as described in the Signature MobileTech Installation and Administrative Guide.
Installation Components and Compatibility
MobileTech components to install
To set up and implement MobileTech, you must install these components:
- MobileTech Server 8-0-61 (includes Resco Woodford 12.3.1.47087, Publish Version 12.2)
- MobileTech 8-0-61.Woodford (included in installation)
- Resco Mobile CRM (from device App Store)
Important Notes
- Do not install MobileTech server components on your SQL Server machine.
- Install MobileTech Administration on the MobileTech web server.
- Verify the eTimeTrack Web Service current release version matches the installed version of Signature. For installation instructions for each component, see the Signature MobileTech 8.0 Installation and Administrative Guide.
Compatibility information
This table lists the tested and supported compatible versions for MobileTech 8.0 SP 1.
Software or device | Compatible versions |
---|---|
Operating systems |
|
Signature version number |
|
Obtain a Google Maps API Key
If you will be using the Mapping feature on a Windows computer, you will need to obtain a Google Maps API key at https://cloud.google.com/maps-platform/pricing/. (You will need an API key that includes Maps and Routes. You do not need Places.)
Installation Notes
The Job Summary Timesheet report no longer prints automatically when a technician completes a job appointment with billable transactions on the appointment. If your company would like to continue to have this report automatically generated, you can remove the comment lines from Offline HTML:
Enabling the automatic timesheet generation after completing a job appointment:
In Woodford, select the MobileTech project and then select Edit from the menu bar.
- From the left navigation, select Offline HTML.
- Double-click Entity to open.
Double-click Appointment to open. - Select appointment-form_complete-job.html and then select Edit from the menu bar.
- Scroll down to FORM EXECUTIONS.
- Locate //,generateTimesheetReport(appointment) //Uncomment line to turn on automatic generation of timesheets.
- Remove the preceding //, and succeeding //Uncomment line to turn on automatic generation of timesheets so that the line only displays the following.
generateTimesheetReport(appointment) - Select Save.
- Select Save from the menu bar.
- Publish the project.
IMPORTANT
Deprecation Note:
The legacy UseXOi feature has been deprecated and is no longer available as a setup option in MobileTech Administration.
Issues Fixed
Case # | Description |
---|---|
MTW-1075 | The FTServiceCallAttachment view has been updated to synchronize attachments for OPEN service calls. |
MTW-1138 | MobileTech Admin is now correctly checking the SEE expiration date. |
MTW-1148 | For Quadra users, technicians will no longer receive the error “JSON property items have not enough child elements”. |
MTW-1150 | For iOS users using the XOi workflow, users can now log back into MobileTech from XOi when the Save Password option is turned off. |
M TW-1151 | The latitude and longitude now update in the SV00113 table as expected when Auditing is set up in MobileTech Admin and Woodford. |
Known Resco Issues
The following are known issues that have been reported to Resco:
Case # | Fixed Issue |
---|---|
MTW-673, MTW-674 | For Windows users (devices) only: MobileCRM is unable to print or crashes when attempting to print the following file types: .doc, .docx, and .pdf. Workaround: None. |
MTW-899 | For Windows users (devices and .msi installation) only:
Workaround: Until Resco has a fix for this, we have hidden the +/- buttons for Windows users. Technicians can still manually enter the amounts. |
MTW-764 | For iOS users: Certain data is not being deleted when sharing devices and switching users in the iOS Mobile CRM app. Workaround: The user should delete data, re-sync the device, and then verify the user name in MobileTech Settings. |