Setting Up SyteLine Mobile Access

General Setup

During installation, make sure that the Web Rendering option is selected, so that the web client can be used to display the mobile forms on users' mobile devices.

On the utility server, make sure the Infor Framework Event Service is running.

On the Intranets form, set up information about your SMTP server: the SMTP server name, a valid From E-mail address, and in the Delivery Method field, select Network.

On the E-mail Types form, create types such as Mobile, Work, and Home.

Setting User Home Pages, E-mail, Licensing, and Permissions

Before users can access SyteLine on a mobile device, a system administrator must set up this information for each mobile user:

On the Users form, define a default mobile Home page for the user. This is the form that displays on their mobile device when they log in using the URL (see below). For example, HomePage_SP.mobi is intended for salespeople and has links to graphs and information that is useful to salespeople. Infor has predefined several Home pages. You can use these pages as-is, customize them, or create additional mobile home pages.
On the Users form, set up the user's e-mail address to receive e-mail notifications. In the grid on the E-mail tab, set up an e-mail address of type Primary. If you want the user to receive notifications as texts on a mobile device, specify the user's mobile address, for example 614555-5555@provider.com, as the primary e-mail address. Save the record. Then, in the fields above the grid, select Send External Notifications and select the primary address. (This e-mail address is the default address that displays on mobile forms such as Subscribe to Alerts. The user can change the address on those forms.)
Click User Modules and assign the SyteLineMobile or SyteLineMobileMultiSite license module to the user. Return to the Users form.
In the Groups tab on the Users form, assign the appropriate authorizations for the mobile user. There is an authorization group defined for each "role" (for example, there is a "Mobile IT" authorization group that allows access to the IT mobile forms).

Activating Workflow Handlers

So that users can receive notifications about certain events, the system administrator must activate the appropriate workflow event handlers::

Open the Workflow Event Handler Activation form. The About Workflow Event Handlers help topic describes each event handler and tells which types of users need that handler activated.
For each handler that your mobile users will need, click Active.
In most cases, that is all you need to do on this form, but some handlers have additional steps. For example, if you want your IT mobile users to monitor resources:
- Select the Alert on Status of Monitored Resources rowand make sure it is Active.
- Save the record.
- Click the Event Triggers button to open the Event Triggers form.
- For the MonitoringResources event, set a polling interval, in seconds, for Condition Retest Interval and Trigger Reset Interval.

Using Publications for Alerts

Publications work with the Application Event system and optionally with other application forms to send e-mail alerts to subscribed users when specific circumstances occur. For example, when a monitored resource triggers an alert message, it activates the publication associated with the resource, and the publication sends an alert to all subscribed users.

Use these forms to set up publications:

Publication Categories - Use this form to create and manage publication categories. Some categories are predefined to be used with SyteLine Mobile.
Publications - Use this form to create publications and associate them with publication categories. You can associate any number of categories with a single publication. You can also associate any number of publications with a single category. Some publications are predefined to be used with SyteLine Mobile. For a list of the predefined publications, and the mobile users that can subscribe to them, see About Publications, Categories, Subscribers and Key Values.
Publication Subscribers - This form links individual users to publications. Instead of using this form, mobile users can subscribe to publications from their mobile devices through the Subscribe to Alerts link on their mobile home page.
Monitored Resources - Use this form to link monitored resources with publications. See the "How To" links on that form for more information.

Customizing the Mobile Form Layout

System administrators can use the Mobile Home Page Configuration form to view the options that display on each default mobile home page (IT, Production Supervisor, etc.). They can change the labels and add or remove icons, and they can change the order of the default options on the default pages. System administrators can also create customized mobile home pages for specific users.

Additional customization of mobile forms can be done in Design mode. For example, you can change the mobile toolbars and set options for displaying charts. For more information, see the online help.

System administrators can give other users permission to access the Mobile Home Page Configuration form. Non-system administrator users who access that form will, by default, see no entries. If a system administrator created a customized set of options with the user's name, the user can see those options and change the sequence or description of the options. The user can also add an option to link to a custom mobile form.

Distributing the URL

Let the mobile users know what URL to enter in the browser on their mobile devices:

If you set up a default mobile Home page for the user (see above), the URL has a format similar to this:
http://server_or_domain/WSWebClient/Mobile.aspx?page=formonly
If you did not set up a default mobile Home page for the user, the URL must include the name of the Home page to open. In this case, the URL has a format similar to this:
http://server_or_domain/WSWebClient/Mobile.aspx?page=formonly&form=formname.mobi

where server_or_domain is the SyteLine web/utility server where the Web Rendering option is installed, and formname.mobi is the mobile Home page.

Switching Sites

In mobile forms where a user can view data from different sites, a Site drop-down list is displayed on the form. If the form's data comes from an _all table, no logging in and out of sites is needed.

If the data must be accessed from separate site databases, then the user must select a configuration from the list and tap the Switch link to "switch sites." Behind the scenes, a URL is built that includes the name of the Web server, the new configuration, the current form, and the user's name. A login screen to the other site is displayed. If you want the switch to be seamless, without requiring the user to enter a password, then set up the user with a Workstation login in that site.

The use of the Switch Sites feature assumes that all of your sites use the same Web client on the same Web server. It also assumes that users set their browsers to allow pop-ups. When you select Switch, you are logged out of the current session and a pop-up window opens with the new login information.