Install MobileTech Server

If you are upgrading MobileTech, see Upgrade MobileTech Server. 

Step 1: Install MobileTech Server

You can install MobileTech Server on any Microsoft Windows Server environment. See the Signature System Requirements for specific versions. 

IMPORTANT

The user who installs or upgrades MobileTech must have the sysadmin server role. This user does not have to be a 'sa' user.

MobileTech Server installs the following:

• MobileTech Admin: 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: 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 select the icon at any time after you set up MobileTech if you want to manually run the sync process.

• Resco Cloud: 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 Import the MobileTech Woodford Project. We refer to this as Woodford in the rest of our documentation.

To install the MobileTech Server:

1. Right-click on the Signature MobileTech Server x-x-xx.exe file.

2. Select Run as Administrator.

3. If the User Account Control window displays, select Yes to continue with the installation.

4. The Welcome to the Prerequisites Setup Wizard displays if any prerequisite files need to be installed or updated. Mark the checkbox next to the required file(s) to be installed and select Next. The external setup window for each file opens. You may need to move the MobileTech Server Setup window to see the other setup windows. Complete the file installation(s). After you have installed the prerequisite files, return to the MobileTech Server Setup window and select Next.

5. In the Welcome window, click Next.

6. On the End-User License Agreement page, read and accept the terms of the license agreement and select Next. 

7. On the SQL Server Settings window, enter the following information:

   • Dynamics GP System Database: 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.

   • SQL Server: Enter the SQL Server name and the instance where the Microsoft Dynamics GP database is installed.

   • SA Password: Enter the SQL system administrator password.

8. Select Next. The ODBC runs a connection test.

9. On the MobileTech User Details window:

   • MobileTech User: Displays mobiletech, which you cannot change.

   • Password: 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.

10. Select Next.

11. On the Sync Server Details and Registration Web Service Details window, enter the Sync Server Details:

    • Sync Server URL: Enter the Sync Server URL address.  http://servername:8888

    • MobileTech Admin User (Email): This is the email address that you will use to log into Woodford.

12. Mark the checkbox if the Signature Registration web service is installed on a secure website (https:// instead of http://). This allows the registration web service to be consumed over Secure Sockets Layer (SSL).

13. Click Next.

14. On the Email and Scheduled Task Details window, enter the following:

    • Error Report Email Address: Enter the email address where error reports are sent.

    • Scheduled Task  Frequency: 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.

15. Select Next.

16. On the Select Installation Folder window,  select Browse to select the location where MobileTech Server will be installed, or accept the default location C:\Program Files (x86)\Signature\MobileTech\.

17. Select Next.

18. On the Installing Signature MobileTech Server page, select Install.

19. The Administrator: Windows PowerShell command window opens to run a Resco script.
    Note: This script may take approximately 5 minutes to run. When everything is done installing, you will see "Press any key to continue..." as the final line.

20. Press any key to close the command window.

21. On the Signature MobileTech Server Setup window select Finish.

Step 2: Install MobileTech Client

To install the MobileTech Client on a computer, see Install or Upgrade the MobileTech Client.

Step 3: Install eTimeTrack Web Service

To install eTimeTrack Web Service, see Install eTimeTrack Web Service.

Step 4: 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 from their respective app store. You must do this for each company. If you are not prompted to install database objects, go to Tools > Create MobileTech Objects and select Process.

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.

Step 5: Import the MobileTech Woodford project

See Import the MobileTech Woodford Project.

Step 6: Complete additional setup

Review the  Setting up MobileTech section. 

Step 7: Deploy SSRS Reports

See the Signature Reports Guide for information on deploying a report.