Configuring the app to connect to the back office

  1. Open the Service app.
  2. Non-Ming.le users who are connecting directly, follow these steps:
    1. Tap Settings.
    2. Specify this information:
      ION API
      This field indicates if the connection is made through ION. This should always be disabled for non-ION connections.
      Enable SSL
      This field determines if the app should connect with SSL (HTTPS vs HTTP) and will depend on the server configuration. If unsure check with your administrator.
      Web Server Address
      Specify the server address where the Mongoose REST API is located. In most cases, this is the utility server.
      Configuration Group (Optional)
      Specify the group of connection configurations available. For MT Cloud, this is the Tenant ID.
      Configuration
      Select the back office configuration to use for synchronizing data.
    3. Skip to Step 4.
  3. Infor Ming.le users, follow these steps:
    1. Log in to Infor Ming.le on a computer.
    2. Select Users > Apps & Authorizations.
    3. Click Infor SyteLine Service.
      A QR code is displayed.
    4. On your mobile device, open the Service app.
    5. On the Sign In page, tap ION API.
      The device's camera is opened to use as a scanner.
    6. Using the device, scan the QR code that is displayed in Infor Ming.le on the computer.
    7. Authenticate with your Infor Ming.le credentials and allow access when prompted.
      You will be returned to the app Sign In page to select your configuration.
    8. Specify this information:
      Offline User Information
      This section is unique to ION connections. Because ION and Infor Ming.le are online-only, if you wish to use the app offline, you must specify your Mongoose username and password to use for validation during offline use.
      Validate button
      After entering your username and password, click this button to validate. Upon successful validation, the credentials are stored securely in the device keychain for offline use against this configuration.
    9. Accept the default settings and continue to sign in or tap Settings to adjust the general settings. See Step 4 for general settings.
  4. Specify this general information:
    Days of History
    Specify the number of days in the past to include historic appointment, incident, and service order data for the customers and units synchronized to the device.
    • Appointments use the Schedule Date
    • Incidents use the Incident Date
    • Service orders use the Open Date
    BridgePay Terminal Type
    If you configured the BridgePay gateway to use with the credit card interface, specify the device that will be used to collect the credit card information. See Credit card authorizations for more information.
    Prompt On Add
    Turn this switch on to receive a prompt before any new record is created and synchronized. When this switch is turned off, the creation and synchronization occurs as soon as the user leaves the form.
    Prompt On Update
    Turn this switch on to receive a prompt before any data change is saved and synchronized. When this switch is turned off, the save and synchronization occurs as soon as the user leaves the form.
    Auto Attach Documents
    Turn this switch on to automatically attach documents to the current record whenever PDF output, such as a work order, is shared or generated. The document is automatically uploaded to the back office, for historical use.
    Customer Filter
    Select the filter to use when synchronizing customers: `
    • All: Synchronizes all customers.
    • Assigned To Work: Synchronizes only customers on an assigned appointment, incident, or service order.
    • Assigned To Partner: Synchronizes only customers where the lead partner is the mobile partner.
    • Partner's Area: Synchronizes only customers within the partner's coverage area.
    Item Filter
    Select the filter to use when synchronizing items:
    • All: Synchronizes all items.
    • Partner's Warehouse: Synchronizes all items with an item warehouse that matches the partner's warehouse.
      Note: If the partner's warehouse is blank, All is used as the filter.
    Include Obsolete
    Include items that are marked as obsolete in the synchronization.
    Include Slow Moving
    Include items that are marked as slow moving in the synchronization.
    Unit Filter
    Select the filter to use when synchronizing units:
    • All: Synchronizes all units.
    • Assigned To Work: Synchronizes only units on an assigned appointment, incident, or service order.
    • Owned By Customer: Synchronizes only units that are assigned to customers that are assigned on an appointment, service order, or incident that is associated to the current mobile partner.
    • Assigned To Partner: Synchronizes only units where the lead partner is the mobile partner.
    Logging Level
    Select the option to use for logging exceptions:
    • Exceptions: Only error exceptions are written to the log.
    • None
    • Debug: Details about data communication and actions performed are written to the log.
    Display
    Select the display option to use:
    • Default: The app renders in the scale appropriate for how the device identifies.
    • Phone: The app renders in the scale sized for a phone.
    • Tablet: The app renders in the scale sized for a tablet.
    Share
    When you tap Share, the content of the log is written to a file that can be shared to another app, such as email or notes. You must be logged in to share log information.
    Delete
    Tap Delete to clear the log data from the database.
    Clear Local Database
    Tap this button to clear all the data except for the current partner and local settings. This feature can be used to reset the mobile data to correct synchronization issues or to transfer a mobile device to a different user.
Note: The Item, Customer, and Unit filters are the base filters. If an item, customer, or unit outside the filters is used on other data that synchronizes, then additional items, customers, or units are added as needed to support the data.