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Upgrade MobileTech Server

Upgrade MobileTech Server

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.

Upgrading MobileTech involves making a backup config files (optional), uninstalling your current MobileTech, and then installing the latest version of MobileTech Server and Client. 

After the upgrade is complete, you can use MobileTech Administration to select application options and set up and grant access to users.

Important upgrade information

Do not install a version of Woodford that is newer than 12.X.

Do not install a newer version of Woodford until you are instructed to do so by WennSoft. 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, 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 checkbox.

Review the steps below carefully before you install the latest compatible version of Woodford.

Step 1: Making backups of .config files

Before upgrading MobileTech, we recommend that you make a backup copy of the web.configMobileTechAdmin.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

You can install MobileTech Server on any Microsoft Windows Server environment. See the Signature System Requirements for specific versions.

IMPORTANT

  • The user who installs or upgrades MobileTech must have the sysadmin server role. This user does not have to be a 'sa' user.

  • The MobileTech Server must be installed on same computer as the Internet Information Services (IIS) Site.

MobileTech Server installs the following:

  • MobileTech Admin
    MobileTech is configured by using MobileTech Administration. This application lets you set up users and customize setup options per your organization's business rules and procedures.
  • MobileTech Integration Sync
    MobileTech Integration Sync applies the settings you enter to the automated sync process. The integration sync process automatically updates the middle-tier database with changes that are made in Signature and Microsoft Dynamics GP. You can change the frequency of the updates later. For more information, see Monitor Processes and Tasks by Using Integration Monitor. An icon for MobileTech Integration Sync is added to your desktop. You can choose the icon at any time after you set up MobileTech if you want to manually run the sync process.
  • Resco Cloud
    Resco Cloud a cross-platform mobile solution with advanced configuration capabilities . Resco Cloud includes the Offline HTML version of Woodford, which is a tool that lets you customize and configure MobileTech for your business purposes. You will need to import the MobileTech Woodford project . We refer to this as Woodford in the rest of our documentation.

To install the MobileTech Server:

  1. Right-click on the Signature MobileTech Server x-x-xx.exe file.
  2. Select Run as Administrator.
  3. If the User Account Control window displays, select Yes to continue with the installation.
  4. The Welcome to the Prerequisites Setup Wizard displays if any prerequisite files need to be installed or updated. Mark the checkbox next to the required file(s) to be installed and select Next. The external setup window for each file opens. You may need to move the MobileTech Server Setup window to see the other setup windows. Complete the file installation(s). After you have installed the prerequisite files, return to the MobileTech Server Setup window and select Next.

  5. In the Welcome window, click Next.
  6. On the End-User License Agreement page, read and accept the terms of the license agreement and choose Next
  7. On the SQL Server Settings window, enter the following information:
    • Dynamics GP System Database
      Enter the name of the database where Microsoft Dynamics GP is stored. Dynamics defaults into this field but you can change this if your database name is different.
    • SQL Server
      Enter the SQL Server name and the instance where the Microsoft Dynamics GP database is installed.
    • SA Password
      Enter the SQL system administrator password.
  8. Select Next. The ODBC runs a connection test.
  9. On the MobileTech User Details window:
    • MobileTech User
      Displays mobiletech, which you cannot change.
    • Password
      If a SQL Server account exists for the mobiletech user, enter the mobiletech account password so it can be validated. If a SQL Server account does not exist, you are prompted to confirm the password.
  10. Select Next.
  11. On the Sync Server Details and Registration Web Service Details window, enter the Sync Server Details:
    • Sync Server URL
      Enter the Sync Server URL address.  http://servername:8888
    • MobileTech Admin User (Email)
      This is the email address that you will use to log into Woodford.
  12. Under Signature Registration Web Service Settings, mark the Use HTTPS for Signature Registration web service checkbox if the Signature Registration web service is installed on a secure website (https:// instead of http://). This allows the registration web service to be consumed over Secure Sockets Layer (SSL).

    After you have enabled the Signature Registration web service to run over SSL, you will need to configure Signature. To do so, you will need to:

    1. Copy the Signature.Dynamics.GP.Signature.Registration.dll to the GP\Addins folder.
    2. Update the dex.ini file found in GP\Data to include this line:
      RegistrationUrlPrefix=https
  13. Click Next.
  14. On the Email and Scheduled Task Details window, enter the following:
    • Error Report Email Address
      Enter the email address where error reports are sent.
    • Scheduled Task  Frequency
      Enter a number, in minutes, to indicate how frequently the integration sync process updates the middle-tier database with changes that were made in Microsoft Dynamics GP. This defaults to 15 minutes.
  15. Select Next.
  16. On the Select Installation Folder window,  select Browse to choose the location where MobileTech Server will be installed, or accept the default location C:\Program Files (x86)\Signature\MobileTech\.
  17. Select Next.
  18. On the Installing Signature MobileTech Server page, select Install.
  19. The Administrator: Windows PowerShell command window opens to run a Resco script.

    This script may take approximately 5 minutes to run. When everything is done installing, you will see "Press any key to continue..." as the final line.
  20. Press any key to close the command window.
  21. On the Signature MobileTech Server Setup window select Finish.

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 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 choose Process.

See Set up MobileTech Administration.

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.