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.

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: 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. The person who installs the application must be an administrator who has permission to use the server "sa" password. 

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  importing 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. Click 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 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. Mark the 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).
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.

Step 6: Import the MobileTech Woodford project

See Import the MobileTech Woodford Project.

Step 7: Deploy Any Updated SSRS Reports

If the Readme indicates any SSRS Reports are included in the download file, you will need to deploy that report. Copy the .rdl file(s) and place in the appropriate product folder(s) found in the Microsoft Dynamics GP install directory\Signature\SRS Reports folder.

To deploy SSRS Reports:

To start the Signature SQL Reporting Wizard, navigate to your Microsoft Dynamics GP install directory, then open the Signature\SRS Reports folder and launch the file Signature.Dynamics.GP.BusinessIntelligence.SRSDeployment.exe.

You can also run this wizard from the following locations within Microsoft Dynamics GP:

• From Service Management, choose Run Wizard in the Service Options window.
• From Job Cost, choose Run Wizard in the Job Cost Setup Options window.
• From Equipment Management, choose SRS Wizard in the System Setup window.

1. On the Welcome screen, choose Next >.
2. Enter the Microsoft Dynamics GP Server name and instance. For example, if the server name is Fred and the instance Fred1, you would enter Fred\Fred1.
3. Enter your server User Name and Password, then choose Next >.
4. Select the company database for which to enable reports, for example, TWO. You must run the wizard multiple times if you wish to deploy SRS reports for multiple companies.
5. Enter the Report server URL. This is the location of the reporting server site that hosts the web service. You specified this location when you installed SQL Server Reporting Services. Enter: http://MyMachine/MyReportServerName where MyMachine is your machine name and MyReportServerName is the name of the report server given when you installed SQL Reporting Services.
6. Enter the Dynamics/Signature Directory. This is the directory where Microsoft Dynamics GP and Signature are installed.
7. Choose Next >.

8. All SSRS report folders found in the Dynamics/Signature directory appear on the next wizard screen. Unmark the check box next to any folder, or expand a folder and unmark the check box next to any report, that you do not want to deploy. 

   To use KPI reports and report templates, you must be running SQL Server Reporting Services 2008 R2 or later. Additionally, you must have SQL 2008 R2 Business Intelligence Studio installed to deploy the Signature Template Pivot report template.

9. Choose Deploy. It will take a few moments to deploy the reports. A message appears when the deployment is successful. Choose OK. The Signature SQL Reporting Wizard starts over again. You can either deploy reports for an additional company database by choosing Next, or you can exit the wizard by choosing Cancel.