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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 who already use Woodford

  • 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 do so 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.

  • Your existing MobileTech project must be deactivated before you import a new or updated project. If you are importing an updated project with the same name, you will need to rename the deactivated project using Properties from the top navigation before importing. Then select Create New in the window that displays.

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.

New Installation

We recommend that when you launch Woodford, you log on by using the system administrator credentials you used when you installed MobileTech Administration.

Importing the Woodford Project

  1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard

  2. Enter the Email and Password and select Log in

  3. In the left navigation, select Woodford.

  4. The Registered User window may display. If it does, enter your contact information in the window and select Register.

  5. 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.

  6. 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. 

  7. In the App Projects list:

    • If you are using Inspections, select MobileTech with Inspections x-xx-xxx.woodford. You will need to assign the Inspector Role in MobileTech Admin to any technicians who will be using Inspections (and the optional Job Safety Analysis). See Working with Resco Inspections (optional).

    • If you are not using Inspections, select MobileTech x-xx-xxx.woodford.

  8. Select Open

  9. In the Import Project window, for Type, select Standard User.

  10. Select Next

  11. Select Default in the App drop-down, otherwise manually enter Default as the New App Name.

  12. Select Next.

  13. 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. If you are using the Inspection feature, also mark Inspector.  Do not mark Manager as this is used with the Inspection Manager Woodford project.

  14. Select Save or Create.

  15. Select the new mobile project and then select Edit.

  16. Publish the project.

Upgrading

We recommend that when you launch Woodford, you log on by using the system administrator credentials you used when you installed MobileTech Administration.

Importing the MobileTech Localization File

Before importing the MobileTech Woodford file, you will need to import the updated language 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.

To import the MobileTech localization file:

  1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard

  2. Enter the Email and Password and select Log in

  3. In the left navigation, select Woodford.

  4. In the left navigation, select Localizations.

  5. In the Language list, select English (United States) and then select Edit.

  6. Select Import and navigate to C:\Program Files (x86)\Signature\MobileTech\Admin\Woodford.

  7. Select MobileTech-org.lang and select Open.

  8. In the Woodford Language window, select Save & Close.

Import the MobileTech Woodford Project

After you have imported the language file, you will need to import the MobileTech Woodford project. 

  1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard

  2. Enter the Email and Password and select Log in

  3. In the left navigation, select Woodford.

  4. The Registered User window may display. If it does, enter your contact information in the window and select Register.

  5. 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.

  6. 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 be sure to re-enable the Woodford Auditing settings after importing a new Woodford project.

  7. 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. 

  8. In the App Projects list:

    • If you are using Inspections, select MobileTech with Inspections x-xx-xxx.woodford. You will need to assign the Inspector Role in MobileTech Admin to any technicians who will be using Inspections (and the optional Job Safety Analysis). See Working with Resco Inspections (optional).

    • If you are not using Inspections, 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.

  9. Select Open

  10. In the Import Project window, select the Type as Standard User.

  11. Select Next.

  12. Select the App drop-down and select Default.

  13. Select Next.

  14. 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. If you are using the Inspections feature, also mark Inspector. Do not mark Manager as this is used with the Inspection Manager Woodford project.

  15. Select Save

  16. An exclamation point icon displays next to the mobile project to indicate the project has not been published.

  17. Select the MobileTech mobile project and click Edit.

  18. 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.

  19. Select Publish All.

  20. In the Select Projects window, verify that MobileTech is marked, and then select OK.

  21. Publish the project.

Additional Optional Woodford Customizations and Configurations

See Setting up Woodford (optional) for information on customizing and configuring entities. For information about how to use Woodford to further customize your application, see the Resco Mobile CRM Woodford User Guide.

Sync the Technician Devices

Sync the technician devices using MobileTech Client. The "Application was updated" message is displayed on the device to indicate that a Woodford project is active.

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