Import the MobileTech Woodford Project
Resco's Woodford component is a tool that lets you customize and configure MobileTech for your business purposes.
Important Information for Upgrade Customers
Do not install a version of Resco Cloud that is newer than the indicated version in the Installation Components and Compatibility section of the Readme. Do not install a newer version of Woodford until you are instructed to 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 is displayed, select Later. 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, select Settings and unmark the Check for updates on startup checkbox.
If you have an existing MobileTech project, you must deactivate the project before importing the new/updated project. Select the project and then select Deactivate from the top navigation.
If you have already made customizations to MobileTech by using Woodford, you must reapply those customizations each time you upgrade MobileTech and the corresponding Woodford project.
Re-enable any options that were enabled in Woodford. For example, if you are using Mobile Auditing (UseMobileAuditBackgroundSync=True), please re-enable the Woodford Auditing settings after importing a new Woodford project.
If you are importing an updated project with the same name, you must rename the deactivated project using Properties from the top navigation before importing. Then select Create New in the window that displays.
Import the MobileTech Localization file before importing the MobileTech Woodford file. The language file sets how the fields are displayed in the MobileTech Client and throughout the Resco Cloud Dashboard. If this is not imported, you may see a different label for the same field (for example, you may see Title instead of Subject for the annotation.subject field label).
If you neglect to import the language file at the global level before importing the project, you will need to import the language file at the project level.
If you have customized your current MobileTech-org.lang localization file, we recommend that you export your modified localization file from the Localizations section in Woodford. (Go to Woodford > Localizations. Select English (United States) and select Edit. Select Export.) Open both your current language file and the new language file and update the new file with your customizations, then you can import the updated new file to Resco Cloud by following the steps below.
Importing the MobileTech Localization file:
In the left navigation, select Localizations.
In the Language list, select English (United States) and then select Edit.
Select Import and navigate to C:\Program Files (x86)\Signature\MobileTech\Admin\Woodford.
Select MobileTech-org.lang and select Open.
In the Woodford Language window, select Save & Close.
Resco's platform officially supports Google Chrome. Other recent browsers generally work, but they are not officially supported. For more information, see Resco's Frequently Asked Questions. We've received reports that some Microsoft Edge users experience a blank window when attempting to import the Woodford project.
Import the MobileTech Woodford Project
After you have imported the language file, you must import the MobileTech Woodford project.
In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard.
Enter the Email and Password and select Log in.
In the left navigation, select Woodford.
The Registered User window may display. If it does, enter your contact information in the window and select Register.
Unmark the option to be notified when Woodford updates are available. In Woodford, select Settings and unmark the Check for updates on startup checkbox. Click Save.
In the left navigation, select App Projects. (This is the default view.)
Select Import and browse to the location where the MobileTech.woodford file was saved when you installed MobileTech Administration. For most users, the location of the Woodford file is C:\Program Files (x86)\Signature\MobileTech\Admin\Woodford.
In the App Projects list, select MobileTech x-xx-xxx.woodford.
Note: If you are re-importing the same project version and are prompted to overwrite the existing deactivated project, select Cancel and then rename the existing deactivated project using Properties in the top navigation. Then import the project and select Create New in the window that displays and continue with the instructions below.
Select Open.
In the Import Project window, select the Type as Standard User.
Select Next.
Select the App drop-down and select Default. If this is a new installation, type Default in the New App Name field.
Select Create or Next.
Complete the following fields:
Name: Accept the default name.
Priority: Accept the default "0", however, if you have more than one project for the same security role, the one with a higher priority is used.
Custom Version Identifier (Optional): Leave blank or enter any descriptive text. This information displays in the Project Version column in the App Projects grid. You can edit the project properties to update this field if needed.
Roles: Mark MobileTech.
Select Save or Create.
An exclamation point icon displays next to the mobile project to indicate the project has not been published.
Select the MobileTech mobile project and click Edit.
In the Navigation bar at the top, verify that the Publish Version displays 16.0. If it doesn't, use the drop-down to select this version to avoid sync issues.
From the left navigation, select Branding and enter your company’s email address that should receive support questions. Select Save. You may be prompted to verify the email address.
If you select Verify, an email with a verification code is sent. The code must be entered to save the email address.
If you select Skip, the email address is saved without the verification.
Publish the project.
Create the Child Project and Import the MobileTech with Inspections Woodford Project
If you are using Resco Inspections, you must complete this section after you have published the MobileTech Woodford project (above).
With this project as the child project:
Any customizations added to the MobileTech Woodford (parent) project will be included automatically on the MobileTech with Inspections (child) project. When publishing the customizations on the parent project, select Publish All to write the changes to the child project.
If any customizations are made to the child project directly, the link will be broken to the parent project.
To create the child project and import the Inspections project:
While still in Woodford in the Resco Cloud, select the MobileTech project.
Select Derive from the top ribbon. This step creates the child project.
In the Derive Project window, select the Type as Standard User.
Select Next.
Select the App drop-down and select Default.
Select Next.
Complete the following fields:
Name: Enter a name for the child project, like “MobileTech Inspections 10.0-0-63” or whatever you prefer to identify this as the Inspections project.
Priority: Accept the default "0", however, if you have more than one project for the same security role, the one with a higher priority is used.
Custom Version Identifier (Optional): Leave blank or enter any descriptive text. This information is displayed in the Project Version column in the App Projects grid. You can edit the project properties to update this field if needed.
Roles: Mark Inspector.
Do not mark MobileTech as this is used with the parent MobileTech Woodford project.
Do not mark Manager as this is used with the Inspection Manager Woodford project.
Select Create.
Select the child project from the App Project list and click Import from the top navigation.
Import the MobileTech with Inspections project from your installation location.
Select Overwrite. This will overwrite the blank child project that was created above with the Inspections project that has been set up.
Select the child project and from the top navigation, select Edit.
Publish the project.
You must assign the Inspector Role in MobileTech Admin to any technicians using Inspections (and the optional Job Safety Analysis). See Working with Resco Inspections (optional).
Additional Optional Woodford Customizations and Configurations
See Setting up Woodford (optional) for information on customizing and configuring entities. For details on using Woodford to customize your application, see the Resco Mobile CRM Woodford User Guide.
Sync the Technicians' Devices
Sync the technicians' devices using MobileTech Client. The "Application was updated" message is displayed on the device to indicate that a Woodford project is active.