Set up MobileTech Administration

The user who logs on to MobileTech Administration must be a member of the DYNGRP SQL Server role for each company database and for the DYNAMICS database. To install database objects or create the middle-tier database, you must log on with the SQL Server "sa" account.

When you create a middle-tier database in MobileTech, a daily cleanup job is automatically set up for the database. For more information about this job or how to specify when it runs, see Create a cleanup job for the middle-tier database. 

Any time you log on to MobileTech Administration and the version number of MobileTech Administration is higher than the last time you logged on for a company, the page to install database objects opens. You must install database objects for each company.

If you are not prompted to install database objects, go to Tools > Create MobileTech Objects, and then choose Process.

1. From the Start menu, open MobileTech Admin. The MobileTech Administration Login page is displayed.

2. Enter information in these fields to connect to the MobileTech database.Server Name: Enter the SQL Server name and instance where the Signature modules are installed.Example: server\instanceAuthentication: Choose the authentication mode. You must have a valid SQL Server logon set up.Windows Authentication: Use your Windows user credentials to log on.SQL Server Authentication: Use your SQL Server credentials to log on.Login: Enter the name for the system administrator (sa).Password: Enter the password for the system administrator.

3. Choose Connect.

4. If multiple companies are installed, the MobileTech Administration Login page is displayed again. In the Company field, select a company and choose Connect. The active company is displayed at the bottom left of the MobileTech Administration page.

5. If you need to update the organization database, you will be prompted to do so.

6. Enter the email address and password for the administrator, and then choose Update.

7. If you need to install database objects, you will be prompted to do so. If you are not prompted to install database objects after you log on, choose Tools > Create MobileTech Objects.You must install database objects for each company.

8. Choose Process. 

9. Continue setting up MobileTech: Create a cleanup job for the middle-tier databaseSet up MobileTech OptionsSet up Additional OptionsSet up TimeTrack batch optionsSet up report and email optionsOptional: Add call, appointment, and location information to email subject lines and attachment namesSet up file extension options for attachmentsOptional: Specify which report attachments sync to devicesSet up customer options for field invoicing and field paymentsLoad dataSet up additional companiesOptional: Increase the maximum size of the MobileTech event logSet up new usersAdd a MobileTech userImport multiple MobileTech usersUser Role MaintenanceVerify attachment setup
   
   

To switch companies, choose File > Change Company. Select a company, and then choose OK.