Epicor Mobile 9 Administration TNG

Mobile System
Administration
Module 1
Patrich Ilufi
Systems Engineer
EPICOR MOBILE 2009 Epicor Software Corporation.
Mobile Server and Application
License Portal
Log Management
Configurable Form Builder
MobiControl

Agenda


Agenda
Add a summary slide explaining what
needs to be administered and why

CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION 2006 Epicor Software Corporation.
Server Components
The following services should be started:
- SQL Server (MSSQLSERVER)
- SQL Server Agent (MSSQLSERVER)
- SQL Server Integration Services 10.0
- SQL Server VSS Writer
- Epicor Mobile Server

- Services are started/stopped using the left pane commands or by right clicking and choosing
the required option.

Applications

There are two Desktop applications
Schedule & Dispatch
Configurable Form Builder.
Both of these applications can be launched from the Desktop by double clicking on the icons.

To stop these applications click on the red X on the right hand top corner. There is no need to
save anything before stopping Schedule & Dispatch or Form Builder, unless a Work Order or a
Form has not been completed. Shutting down the application before completing these will lose
existing data.
Generating New Staging Database
A new Staging Database will need to be generated during the
initial install of the mobile server.
Instructions and assistance can be provided if required
Rebuilding and populating Staging Database
Populating database will occur during initial install
A rebuild and re-populate can also be completed to restore
corrupted database
Can also be used to re-sync mobile server and E9
Instructions and assistance can be provided if required

Licensing Portal

Agenda
Add a summary slide on what needs to be
administered and why

View License Information
Browse to the License Portal Website on the Mobile Server. (URL supplied during
installation)
Login using the administrator username and password. (Supplied during installation)
Licensing Portal
The Home page has the information about the License details.
Licensing Portal
Ban Client
If a Mobile Device has been lost/stolen then this function can be used to ban the Client from
being able to synchronize with the mobile server.
On the Client List page, locate the Client that needs to be banned. Click on the Ban link
next to the Client details.
Click OK to confirm that the Client will be banned.
Licensing Portal
Remove Client
This function can be used if a Client is no longer being used and its license needs to be
reclaimed.
In the list, locate the Client that needs to be removed. Click on the Remove link next to the
Client details.
Click OK to confirm that the Client will be removed.

Licensing Portal

Add Client
Clients get added automatically once they get authenticated using the username/password of
the user.

Login out
Click on Logout to be returned to the Login screen.

Licensing Portal

Log Management

Agenda
Managing logs

Viewing mobile system logs
Log folder on same PC as mobile server
Path to view : F:\Program Files\Epicor Software Corporation\Mobile Server\Log
Look for INFO, WARN, ERROR
INFO: Informational messages, usually no action required
WARN: Warning messages that may require action
ERROR: Error messages that will require action
Log Management
Turning logs on/off
Open Mobile Server Config File
Locate System.Diagnostics
Comment out Listeners (x2) and comment out Shared Listeners
Logs will no longer be produced
Log Management
Deleting logs
Stop Epicor Mobile Server
Delete log files via file browser
Restart Epicor Mobile Server
Log Management

Form Builder

Agenda
Creating Forms

On initial start up Form Builder will either display the previous form created or a blank form if no forms have
been created. Make sure Connection Status is OK, meaning that the Form Builder is connected to the
database.
Choose the Asset Class that the new form will reside in and click on Create to start a new form

Form Builder
Give the form a name then specify the location when the form will display in the work flow

Click OK to start creating form. Ensure that The name and location are correct.
Form Builder
Use the Controls to start inserting labels, text boxes, etc

Try different combinations to get the desired result for the form being built

Use the preview button to view the form as it is being created

Form Builder
The example below includes one label, five check boxes and a text box, as shown in the preview window.

Default labels can now be updated with the ones that are required in the form. Do not change alignment of
labels, check boxes, etc until all labels have been finalized.

Form Builder
To change labels use the middle code screen and replace the label name with the required text

The width and height of the text box is also altered here

Form Builder
Once all labels have been entered the form can be aligned. To align forms so they go from

to

the following needs to be updated:

Form Builder
Labels top, left and width have to be updated to position the checkboxes, etc as required on the form

The example here can be used as a default starting point for new forms
Check boxes can also be made to have mandatory input where required. Input will be required to go past the
check form onto the rest of the work flow.
Form Builder
Clearing data
If data exists for a form that has been saved or a form that is being built, but it is no longer required, all the
inputted data can be cleared by clicking on the Clear button on the top menu of the Form Builder. This will
wipe all existing input.

Validating Form
To ensure that the XML data has been correctly input, the data can be validated prior to saving the form to
ensure that the form will display correctly.

Saving Form
Once the Form has been built and updated to show items as required it can be saved by pressing Save on
the top menu bar.

A confirmation window will appear when the form is saved.

Form Builder
Removing Form
To remove an existing form, load the form by choosing the required Asset Class and Form Name, then by
clicking on Remove on the top menu bar. This will delete the form after clicking on Yes at the confirmation
to remove.

Form Builder

MobiControl

Agenda
Add a slide describing the breakdown of
this section

Creating a new Group
Right click on Device Tree area under all other accounts

Opens new group folder

Enter name then click on folder icon to save.
MobiControl
Create a new Account
Click Rules (Bottom tab)

Right click on Add Device Rules, then click on Create Add Device Rule
MobiControl
On Wizard enter a descriptive name e.g. Panasonic Field Service(i.e. company name and type of mobility solution),
click Next
MobiControl
Click on group previously added (i.e. company name first created), click Next
MobiControl
Remote control connection Profile left as default at TCP/IP (Server)
Click Add to add Device Update Schedule
Select default at two hours (bottom dial), click OK
MobiControl
Rule Activation / Deactivation Schedule
Leave default time and date to create immediately
Enable Rule box ticked, click Next then Click Finish
MobiControl
(Connect device to MobiControl server via active sync, if available)
Create device agent manager now?
Click Yes

Click New Agent

MobiControl

Type a name for the devices (Associate it with the account just created)
Click Next
MobiControl
Choose Type of PDA being used e.g. Symbol, click Next
Choose operating system on PDA e.g. WM5 or for later units WM6, click Next
MobiControl
On confirmation, click Yes

If the device is connected, click Detect Settings, click Next
The device will be searched and the appropriate setting will be enabled
MobiControl
If the device is not able to be connected, click on the empty lines to fill in default details as shown below

Type in correct details if known for devices being used
Click Next
MobiControl
Change storage folder to \Storage Card, leaving all other in their default settings, click Next

Check device name in Device Identifier, no other changes required, then click Next
Click Finish to create file in Device Agent Manager
MobiControl

Click OK, then click on Install Agent to install agent via MobiControl if device attached

Click Export Agent
MobiControl
Choose CAB file with embedded settings, click OK

Select storage directory (e.g. the directory with all the CAB install files), click OK
Click OK after export
Click Close to end process
MobiControl

Click OK after export

Click Close to end process
MobiControl
Installing MobiControl Agent on mobile device
Copy CAB file from directory onto mobile device SD card
File is usually named PPC_ARM_xxx.CAB
On mobile device, start File Explorer then choose Storage Card
Locate the CAB file and tap on it to start the install process
Follow the install prompts, answering Device for the install location
Once the Device Agent has been installed, the mobile device will connect to the MobiControl server and be visible in
the Devices tab
MobiControl
Creating Packages for Mobile Devices
Start MobiControl Package Studio

Click File Create new package project
MobiControl
Check and enter correct path to CAB files (either on server or local PC)
Enter Project name (make sure this is a descriptive name)
Enter comment (describe offering being installed) and enter vendor (Epicor), click Next
MobiControl
On Optional Scripts no changes, click Next

Click Add to add CAB files Add files locate folder
MobiControl
Highlight required files (CAB) and specify directory on device for files to copy to (All other settings stay default), click
OK

Click Next on confirmation screen
MobiControl
Space requirements, all default, click Finish

At Create Package File prompt, click Yes

MobiControl
Package Studio will then compile the package. Right click on package and click on File Properties, the display will
show package properties, need to ensure that Execute CAB File is ticked so that the file installs when sent to the
device. To deploy created package a Deployment Rule will need to be created.
MobiControl
Option for changing properties of CAB
Right click on CAB file File Properties
Change format to wceload.exe / noui%file%, click Save to close window
Click Project on menu then Build Package Done
Close Package Studio window and answer Yes to save prompt
The above needs to be repeated for all files to be installed on the PDA
MobiControl
Adding packages to MobiControl Manager
Click on Packages tab in MobiControl Manager

Right click and choose Add Package
MobiControl
The package that was just built will show in the Add Package Window.
Click Show Package Details to check and ensure it is required package
Click OK

Package will now appear in Packages window
MobiControl
Package will now appear in Packages window
MobiControl
Creating package Dependencies
Click on Packages tab in MobiControl Manager

Locate relevant packages and expand to show Disc

Right click on package (Disc Icon) then click on Add Package Dependencies
MobiControl
Creating package Dependencies
Click Add
Check box of package(s) that need to install prior to this package
Click OK

Review dependency data
Click OK to finish process
Repeat for all other packages
MobiControl
Deploying packages on Mobile Devices
Click on Rules tab

Right click on Deployment Rules
Click on Create Deployment Rules

MobiControl
Enter name for deployment (TIP: Keep name same as package name for ease of identification)
Click Next
MobiControl
Locate and select the package from list by checking required box / version number
Click Next
MobiControl
Select company name to deploy packages to then on right side select devices that the package will be rolled out to
Click Next

MobiControl
Leave as default for Rule Options, click Next

Click Finish

MobiControl
Package Summary Information will be displayed

Click Finish
Package will now deploy to PDA. Monitor progress via MobiControl.

MobiControl
Refer to MobiControl v6 Help Guide for all the above.

MobiControl
Mobile System
Administration
End
Patrich Ilufi
Systems Engineer

Epicor Mobile 9 Administration TNG

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