wMobile Online User Group: Virtual File System (October 2015)

wMobile Online User GroupWednesday, October 28th, 2015

Agenda

• Review of Existing Resources• Features and fixes in wMobile• Virtual File System (VFS)• 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• Request Technical Support

• Email Support• [email protected]

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

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

What’s new in wMobile?• You can now complete an activity scheduled for

multiple users all at once (in both wMobile Phone and Desktop)

• Improved Phone formatting

wMobile Phone

• On selecting to complete an activity scheduled for multiple users, you’ll be prompted whether you want to complete only the current activity or all the activities.

wMobile Desktop

• You’ll get the same prompt in wMobile Desktop.

wMobile Phone

• Phone numbers entered with 10 digit phone numbers without spaces will automatically be formatted with parentheses and dashes.

wMobile Desktop

• The same will happen in wMobile Desktop.

What’s new in wMobile Phone?

• Coming Attraction: Phone Lookup selection• Fix for forwarded emails (original email was

sent even if the option was unchecked)• Fix for sending an email draft created in

GoldMine from wMobile Phone

Lookup list selection

• We are in the process of implementing a new lookup list selection.

• The selection will be the pencil icon, like in Desktop Edition.

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

Forwarding an email

• An issue was fixed where the original message was forwarded even if the highlighted checkbox in this screenshot was unselected.

Sending an email draft

• If the email draft was saved in GoldMine, then you’ll need to look for it in the GoldMine Inbox and select the Drafts folder.

What’s new in wMobile Desktop?

• Improvements in Project Management support• Can set a record for US or international phone

formatting• Select All button now works on iPads when using

Copy to Clipboard function

Convert Opp to Project

• An Opportunity can now be Converted to a project.

Column customization

• Select Columns on the Projects toolbar can be used to select which fields to display.

Project Templates

• Use the Templates button to access Project Templates.

• Existing templates will be displayed and new ones can be created.

New Projects

• Project templates can now be applied when you create a new Project.

• Also, new projects will automatically be assigned to the logged in user as highlighted in green. The assignment can be changed.

Phone format selection

• There’s an option on the wMobile Desktop toolbar to set phone formatting (US or international).

• Depending on your screen size and resolution, you might need to use the right arrow on the toolbar to navigate to this button.

Copy to Clipboard on iPad

• The Select All button works on iPads when using the Copy to ClipBoard functionality.

• The built-in iPad magnifier copy/paste functionality also works if you don’t need to select all the text.

Virtual File Systems (VFS)

In August’s wMobile online user group, this topic won the poll for the October online user group special topic. The Virtual File System is used to configure access to documents such as email

attachments and linked documents. It is also used by the Remote GoldMine Service to access

GoldMine files such as dll files and the GoldMine license files.

Email attachments

• User email attachments are saved based on user settings. The path might point to a mapped drive or UNC path.

Linked Documents

• Your users might have linked documents under the Linked Documents tab that are saved using UNC or drive mapped paths.

• Email attachments are also listed here.

Remote GoldMine Service

• The Remote GoldMine Service needs access to GoldMine files such as the GoldMine license file, executable file, and dlls.

• The Remote GoldMine Service runs using the built-in Local System account which can’t access mapped drives or UNC paths.

Note• The wMobile Manager

Console no longer requires a GoldMine username/password. This can be disabled in System Settings.

• This is set to False by default on new installations.

• This has been useful when we need to configure access to the GoldMine folder on initial wMobile implementation.

Virtual File System (VFS)

• The Virtual File System is accessed in the wMobile Manager Console.

Configuring VFS

• Access needs to be added for the GoldMine location and any other folders where users might need to access documents.

• VFS entries can be configured for All users, or for a specific user.

Configuring VFS

• Access needs to be added for the GoldMine location and any other folders where users might need to access documents.

• One way to get these entries is using the Select Linked Document Folder paths.

Linked document folders

• The linked document paths located in the ContSupp SQL table will be examined for UNC paths. If any exist, they’ll be listed for selection.

• Checkmark any current paths and select Import.

Linked doc paths

• The path(s) will be added for you.

Manual entry• If no listings were found

using “Select Linked Doc Folder Paths” then you can add locations manually.

• Select New Server.• Type in the name of the

server and click on Continue.

• The name cannot include any special characters.

Add share

• Next add the share, wherever GoldMine is installed. In my example, GoldMine is in a folder shared as Apps.

• Select New Share and enter the Share name.

• Click Continue to save the setting.

Mapped Drive

• If this share is commonly access using a drive mapping, then the drive letter can be added here.

Remote UserName

• If documents reside on another server, or if a UNC path is used, then Windows credentials will need to be added to access the documents and GoldMine files.

Test all paths• You can test an individual

path, or use Test All Paths to test all at once.

• Any paths where access is not tested successfully will be shown in red.

• Click on the Messages tab in the bottom right to see the log of testing.

• Sometimes Remote Username needs to be added with Domain\Username.

Restart RGMS

• When you navigate away from VFS settings, you’ll be prompted to restart the Remote GoldMine Service for the changes to take effect.

Tech Tip

• Sometimes SysDir lines get reintroduced into a gm.ini file in the GoldMine root directory.

• When the Remote GoldMine Service is restarted, it won’t be able to access the GoldMine files without proper VFS settings.

Online references

• Online Guide topic on Virtual File System Settingshttps://www.w-systems.com/www/wmobilehelp/index.html?virtual_file_system_settings.htm

• Blog articles:https://www.w-systems.com/blog/wmobile/tutorial-configuring-wmobile-virtual-file-system-vfs

• https://www.w-systems.com/blog/wmobile/remote-goldmine-service-unc-and-virtual-drive-configuration

Poll on Topics for next online user group• Configuring Notification Services• Configuring Screen Templates• Email auto-filing with the wMobile Email

Fetcher Service• Customizing the wMobile logo

Roadmap

• New F2 Lookups in wMobilePhone (November)• SMS Notifications on Activity Alerts (November)• Performance Monitoring(November)• Export Improvements(November)• UI Notifications (December)• Support for Referral Relationships (January)• Email UI redesign (January)

• Next Online user group – December 16th at 2:00 pm EST

Contact Information

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