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 of the config files (optional) and then installing the latest version of MobileTech Server.
For MobileTech 7.5 and prior, we recommend that you uninstall your current installation and then install the latest version of MobileTech.
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
Before upgrading MobileTech, your technicians will need to sync their devices and then delete the data on the devices. Once the upgrade is complete, your technicians can then sync their devices to view the new features.
If you are changing the physical path with the upgrade installation, prior to upgrading, you will need to update the Physical Path in IIS Manager.
Open Windows Administrative Tools > Internet Information Services (IIS) Manager.
Under Sites, select RescoCloud Server and then select Advanced Settings.
Update the Physical Path and select OK.
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.config, MobileTechAdmin.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: Inactivate any active Woodford projects
Before upgrading MobileTech, please mark any active Woodford projects as inactive in the Resco Cloud.
Step 3: Install MobileTech Server
Step 4: Install MobileTech Client
To install the MobileTech Client on a computer, see Install or Upgrade 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 been 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 select Process.
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.
Step 8: Re-Import Any Updated Inspection Reports/Templates in Resco Cloud
If the readme indicates that any of the Inspections have been updated, you will need to re-import these for any changes to be available.
Step 9: Force Sync and Discard Device Changes in Resco Cloud
After performing the upgrade in the Resco Cloud, you will want to run the Force Full Synchronization with "Force and Discard Device Changes" option. This ensures that any pending device data will be discarded and prevents issues that could occur with the upgraded middle-tier database and Signature.
In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard.
Enter the Email and Password and select Log in.
In the left navigation, select Woodford.
In the left navigation under Administration, select Device Control.
For each user, mark the Full Sync checkbox and then select Force and Discard Device Changes.
Close Woodford.