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 Key2Act. 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 check box.
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: 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: To install the MobileTech Server: The Administrator: Windows PowerShell command window opens to run a Resco script.
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 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 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.
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.
Enter the SQL Server name and instance where the Microsoft Dynamics GP database is installed.
Enter the SQL system administrator password.
Displays mobiletech, which you cannot change.
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.
Enter the Sync Server URL address. http://servername:8888
This is the email address that you will use to log into Woodford.
Enter the email address where error reports are sent.
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.
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. You will be prompted to install database objects the first time you log into 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.