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 installing the latest version of MobileTech in the same order as the original installation.
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
After you install MobileTech Server, continue with the steps in Setting up MobileTech.
Step 4: Install MobileTech Client
UPDATING ON iOS DEVICES
If your technicians use iOS devices, the technicians will sometimes be notified about MobileTech app updates for their devices. Do not install the client updates on those devices unless you will also be updating the MobileTech Server to the compatible versions that are listed in the Readme. We recommend that you clearly communicate this information to your technicians.
We also recommend that you turn off automatic downloads of updates on iOS devices. To do this, go to Settings > iTunes & App Store. In the Automatic Downloads section, make sure the Updates option is turned off (the toggle switch should appear gray, not green). Repeat this task on each iOS device.
You can view which version of MobileTech is installed on each device. For more information, see View user device information and sync activity.
To install the MobileTech Client on a computer, see Install the MobileTech Client.
Step 5: Set up MobileTech Admin
You then set up MobileTech and install MobileTech Client on client devices.You will be prompted to install database objects the first time you log on to MobileTech Administration. 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.