wMobile Online User Group: Configuring Notification Services (December 2015)

© W-Systems Corp. www.w-systems.com© W-Systems Corp. www.w-systems.com

++wMobile Online User Group

Wednesday, December 16, 2015

http://www.w-systems.com/



Agenda

• Review of Existing Resources• Features and fixes in wMobile• Configuring Notification Services• Roadmap• Open Q&A




Existing Resources

• Website• www.w-systems.com/products/wmobile

• Latest Update downloader• Online User Guide• Release Notes• Upcoming Training• Blog Articles

https://www.w-systems.com/blog/wmobile• Request Technical Support

• Email Support• [email protected]



http://www.w-systems.com/products/wmobile

https://www.w-systems.com/blog/wmobile

mailto:[email protected]


wMobile Updates

• Posted on wMobile Product Page• http://www.w-systems.com/products/wmobile/releases

• Included in newsletter (every 2 months)• wMobile Installer will always check for latest release• You must be on maintenance to update



http://www.w-systems.com/products/wmobile/releases

http://www.w-systems.com/products/wmobile/releases


What’s New in wMobile

• New logo!• Notification support for activity alarms via SMS/Text messages• Digital signature renewed on installer/updater• Added user to logging• Addition of Access logs in Mgr Console• Addition of Resource Manager to add translated values for

other languages• Improvements to Diagnostics tool • Fix: Field based 'Record Type Rule' is not parsed correctly in

some circumstances• Fix: Completed activity series do not sync correctly between

GoldMine systems• Fix: When using 'Select Linked Doc Folder Paths' the selected

user is now taken into account.




New Logo

• We have a new updated logo for wMobile.• If you have a custom logo, your logo will not be

updated.




SMS now Supported on Activity Alerts




Text Message on Phone




wSetup.exe has Renewed Digital Certificate

• Some customers got on-screen warnings on updating wMobile when our certificate expired.

• It’s been updated now and can be verified in the file Properties.




Improvements in Logs

• The user has been added to logs so we can tell which user has an error.




Access Logs• Access logs have been added in the Manager Console for

Phone and Desktop.• These logs were previously referred to as Performance logs

and were only accessible via SQL query on the WT_PerfLog table.

• The ‘PerfLog’ setting used to be enabled in System Settings. It is now enabled by default.




Improvements to wDiag

• Recently a check was added for Default Document in IIS for Phone and Desktop

• A validation was added for aspnet_client• A test was added for a valid Tmp directory, which is

used during installs and updates.




Record Type Rule

• We saw a login error on Desktop and an error searching in wMobile phone that was related to the Record type rule.

• The GoldMine Record Type rule text in SQL was missing a criteria such as the example below to use the current record type in view.

<NEW_RECTYPE>CURRENT</NEW_RECTYPE>

• Going forward, if a rule is not present, the default record type will be used.




Complete Activities for All Users

• There was a problem where the completed appointments didn’t synchronize to remote GoldMine instances. This has been resolved.




Fix in Virtual File System Settings (VFS)

• When using 'Select Linked Doc Folder Paths' the selected user is now taken into account.

• The VFS entry will be only for that user.




What’s New in wMobile Phone

• New Phone Lookups• Added browse capability to attach photos• Activities with Priority (instead of time) did not

show in wM Phone Calendar• When using email templates residing on a

mapped drive or UNC path, wMobile ran into an 'Access Denied...' error




Lookup List Selection

• The selection appears with a pencil icon, as in Desktop Edition.

• It can be closed with the X to type in a value.

• Navigation is improved so you don’t get sent back to the top of the page.




Add Attachment to Email

• There is now an option on wMobile phone to add a photo attachment to an email.




Choose File




Save or Upload New File




Activities with Priority

• Some customers use the Time field on an activity for priority, rather than time. These activities were not displayed on the calendar in wMobile Phone.




Fixed!• This was discovered during a review of System Settings in the Manager

Console.

Phone | Activities | List | ShowAllActivities

When set to False, activities that are scheduled without a specific time are not displayed on the calendar, but there's a prompt to look at the activity list instead.

In the case where an activity is using Priority instead of time, this prompt is not displayed.




Fix with Email Template Attachments

• When using email templates with HTML files residing on a mapped drive or UNC path, wMobile ran into an 'Access Denied...' error.

• Also, some of the user_var values weren’t calculated properly.

• Both of these issues have been resolved.




What’s New in wMobile Desktop

• Support for phone search without parentheses• Ability for admin to set contact tabs from

Manager Console• Added ‘About’ option on menu• Manager Lookup list selection fixed in Project list• Filtering using IS NOT EMPTY is fixed• Added ability to sort alarms in wMobileDesktop

alarm list• Addition of Resource Manager to add translated

values for other languages




Improved Phone Search

• Support for phone search without parentheses




Improvement in Setting User Contact

TabsThere is now a graphical user interface to select the desired tabs for wMobile Desktop.

This is located in Default User Options (and Users Options) underOptions | Desktop | Contacts | Selected Tabs

The admin can select which tabs will be displayed and in which order.

This setting can be made for an individual user in Users Options or applied to all users in Default User Options.




About

• Added an About option on the menu for product information.




Manager Lookup List

Manager Lookup list selection is now fixed in Project list.




Alarm Order

• Added ability to sort alarms in wMobile Desktop alarm list




Alarm Sidebar

• The listing on the side will remain in date/time order. A scroll bar appears if there are many alarmed activities that haven’t been completed.




Notification Services

• The topic selected in last month’s poll was Configuring Notification Services. The Notification Service was added toward the end of the summer. We started with email notifications, and have now added support for activity notifications via SMS/Text.




wMobile Manager Console

• To configure the Notification Services, open the wMobile Manager Console and select Notification Services.




Rules

The Notification Service currently has 10 rules that can be enabled. Clicking on one will show the description in the bottom of the panel.

Individual rules can be checked (enabled) or unchecked (disabled).

These rules were created to be able to support activity alarms, GoldMine RSVP functionality, and notification on new scheduled activities.

You’ll notice separate rules for a single activity vs. an activity that is part of a series. GoldMine stores these differently, so separate rules are required to support these cases.




Demonstration

• Create a new activity and demonstrate alarms.




Monitor

In order for the alarms to be sent, the monitor must be enabled.

Select Save in the Actions panel on the right to preserve a change to this setting.

The wMobile Email Fetcher Service will need to be restarted for the change to take effect.

The Notification Service is part of the wMobile Email Fetcher Service.




Email Settings

• In order for emails to be sent, an email account must be configured for use.




SMS Settings

• In order for SMS text messages to be sent, SMS settings must be entered.




Twilio

• Initially, wMobile has been configured to use Twilio, but can be adjusted if you use a different SMS service. Please let us know what service you’re using.

• The settings in the previous screenshot can be obtained by creating a Twilio evaluation account at www.twilio.com. If you decide to use Twilio going forward you’ll probably want to upgrade your account so you aren’t restricted by limits on evaluation accounts.

• Users that will be receiving texts from wMobile will need their phone numbers added in Twilio as ‘Verified Caller IDs’.



http://www.twilio.com/


Twilio Settings

• Please see the blog post on how to obtain and use Twilio settings.– https://

www.w-systems.com/blog/wmobile/configuring-notification-service-for-sms-notifications



https://www.w-systems.com/blog/wmobile/configuring-notification-service-for-sms-notifications





User Phone Numbers

• User phone numbers must also be entered in Tools | Options under the Personal section.

• We’ll be adding a method for the Admin to add these in the wMobile Manager console in the Users Options.




Online References

Online Guide • https://

www.w-systems.com/www/wmobilehelp/index.html?config_notification_services.htm

Blog articles• https://

www.w-systems.com/blog/wmobile/wmobile-notification-services

• https://www.w-systems.com/blog/wmobile/configuring-notification-service-for-sms-notifications



https://www.w-systems.com/www/wmobilehelp/index.html?config_notification_services.htm



https://www.w-systems.com/blog/wmobile/wmobile-notification-services







Poll topics for the Next Online User Group

• Customizing the wMobile Phone Home menu (**The winner!)

• Email auto-filing with the wMobile Email Fetcher Service

• Customizing the wMobile logo• Troubleshooting email accounts in the

wMobile Manager Console• Using Crystal Reports in wMobile




Roadmap

• UI Notifications (January)• Support for Referral Relationships

(February)• Email Review (March)

Next wMobile Online User Group – Wednesday, February 24th




Questions and Answers




Contact Info

Technical Support: [email protected]

Lynn [email protected] / Switchboard: +1.201.760.2565 x318

Fred [email protected] / Switchboard: +1.201.760.2565 x313

Christian [email protected] / Switchboard: +1.201.760.2565 x301







wMobile Online User Group: Configuring Notification Services (December 2015)

Technology