Readme Service Pack 1
Release Version: 8-5-63
Release Date: May 2021
Installing MobileTech
Upgrading to 8.5 from a previous version
You can upgrade to MobileTech 8.5 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 or higher: 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 project.
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 8-5-63 (includes Resco Woodford 13.3.0.51541, Publish Version 13.3)
- MobileTech 8-5-63.Woodford (included in installation)
Resco Mobile CRM 14.0.0.2 or higher (from device App Store)
Important Notes
- As App Stores are increasing their security requirements, HTTPS (with Trusted SSL Certificates) will soon become a requirement across all device types. Therefore, it is our recommendation that you transition your MobileTech environment to use SSL with a trusted certificate.
- 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 8.5 Installation and Administrative Guide.
Compatibility Information
To find a complete list of system requirements across all the Signature modules, refer to Signature System Requirements.
This table lists the tested and supported compatible versions for MobileTech 8.5.
Software or device | Compatible versions |
---|---|
Operating systems |
|
Signature version number |
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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 the Maps JavaScript API (Maps > Dynamic Maps) and Geocoding (Places tab). Geocoding is required for setting coordinates.
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.
New Features
Case # | New Feature |
---|---|
MTW-1459 | To help prevent issues with users having multiple devices, you can set up sync prompts that display on the device if the user hasn't synchronized their device after x hours. You can also set the Check Interval. The default Sync Interval is 1 hour with the default Check Interval occurring every 15 minutes. On the message that displays for the user, they can choose the Sync button to sync the device or select Cancel to be prompted again at the Check Interval. For setup information, see Add Synchronization Prompt (optional) in the MobileTech Installation and Administration Guide. |
MTW-1471 | The BOB Dashboard and entity forms have been updated to display the new Priority Fault icons from Building Optimization Broker. Additionally, if multiple Priority Fault levels are present for an entity, the color icons will stack, with a numeric value to the right of the icon to indicate the number of faults for that status.
|
MTW-1476 | For service calls that initiated from a Building Optimization Broker service request, the fault recommendation is now added to the call description. |
MTW-1523 | Non-Admin users will now be able to access the Tools menu item in MobileTech Administration. However, the only Tools options that display are Launch Resco Cloud Dashboard, Launch Woodford, and Install Resco MobileCRM Client. |
MTW-1532 | If technicians experience a time overlap with timing in and out of more than one device, we've added the ability to delete the overlap from the Time Overlap Not Allowed prompt. The prompt displays the Appointment ID and the accepted Time In and Time Out values. The deleted values are what displays in the form behind the prompt. The Time Overlap window displays if UseTimeLog = True and TimeLogAllowTimeOverlap = False in Settings. |
Issues Fixed
Case # | Fixed Issue |
---|---|
MTW-1449 | The BOB Dashboard now displays the service call list as expected. The BOB Dashboard was updated for compatibility with the latest healthsummaries API endpoint changes delivered in BOB 1.4.6. |
MTW-1461 | The Task Sync filters on the Task, Subtask, Task Response, Job Safety Task, and Job Safety Task Response entities now include Appointment Status and Start Date in addition to the Appointment Technician equals Current User. |
MTW-1467 | The Modified Date is now updating as expected when another appointment is added to the existing Resolution Note. |
MTW-1474 | On smaller screens, the Call Description no longer overlaps the Call Status on the Service Call List. |
MTW-1481 | For Schedule and MobileTech appointments (and AutoStatusUpdate is set to <blank> under Mobile Device Global Settings), opening the appointment in MobileTech no longer modifies the organizer and requiredattendees attributes unless the user saves the appointment and then syncs the device. |
MTW-1486 | Installing with HTTPS registration now updates the MobileTechAdmin.exe.config file correctly. |
MTW-1491 | Resolution Notes are no longer having the Printable flag changed to No when selecting Complete and Create New for the appointment. |
MTW-1503 | Lists in MobileTech now display more than 20 items. This includes, but not limited to: appointments, equipment, invoices, labor expense, legacy job safety audits, location contacts, service calls, site inventory, tasks, task materials, templates, and time entries. |
MTW-1510 | We've fixed an issue where an appointment created in Signature is synced on two devices and then the appointment is completed on one device and synced, the completed appointment was reopened. This was occurring when AutoStatusUpdate is set to a value under Mobile Device Global Settings. The appointment now remains completed as expected. |
MTW-1548 | Time entries created in Signature with a transaction date time between midnight and 4 AM now display in MobileTech for the correct day, not the previous day. |
MTW-1565 | Images now display as expected with the Resco Inspection Report. You will need to reimport the JSA Inspection Report for the updates to take affect. See Enable Job Safety Analysis (optional) in the MobileTech Installation and Administration Guide for steps on how to import the Inspection Report. |
MTW-1567 | If the Validate Service Call User-Defined 2 is turned OFF in Signature Setup Options, text entered in MobileTech in the User-Defined 2 field on the service call now sync back to Service Management as expected. |