Tablet and applications settings

Settings for tablet device, Mobile Workshop and SIMA 1

Prerequisites

Mobile Workshop requires these settings to work with associated systems:

Tablet device settings

Unknown sources

Unknown sources has to be activated in the tablet device. To do so we have to:

1. Click on Settings/Security/Unknown sources.
2. Clicl on Unknown sources.
2. Download and install SimaRecepcionTaller-release.apk from the service url (according to installation). This step has to be done only once.

Now the application will request the permissions of Access the camera and Access files system.

We have to manually activate those permissions in Settings/Applications/SimaRecepcionTaller.

Saving the signature of the advisor

Nos we have to configure where to save the signature of the adviser so that we cab add it to the order signed by the customer. To do so we have to:

Open Preferences menu.
Click on User preferences.
Sign with our signature.
Click Save preferences.

Clean will remove the signature.

Automatic updates in the tablet device

To activate the automatic updates we have to:

Add the Service IP in the field Gen_Webservices_Parameters of the table Nueva_Central.dbo.Gen_Webservices_Parameters of WorkshopTabletAndroidDeploy for that environment.

Ex.: http://[servidor]/WorkshopTabletAndroidDeploy/

Mobile Workshop

Now we will run Mobile Workshop in the tablet to configure the following parameters:

Services
ActiveSellingServices**: http://[servidor]/Activesellingservices
Servicio WorkshopServices: http://[servidor]/WorkshopServices
Database and network settings
SQL and IPof the server (installatin pending).
Port of the instance (installation pending):
*Advisor signature: go to User preferences (Do this step previously).

SIMA

SIMA requires the following changes an parameters to be set::

Hand signature: activate the customer signature.
Path to save the signed order: folder where signed PDF will be saved.
Interfaces by brand: PPSO, Active selling and ElsaR, and the packages and market campaigns.
Service url for ActiveSellingServices and WorkshopServices.
Documents paths: path where signed orders and sales pitch documents will be saved.

Hand signature

The hand signature will be managed following these steps:

1. Access to SIMA/Services/Settings.
2. Configure the parameter 246 (activate signature).

IT is not mandatory to send to signed order by email.

Customer signature

To manage customer signature we have to follwo these steps:

Access to SIMA/Services/Settings.
Configure the parameter 246 (enable signature).

This setting is unique for all user. It has to be done only once.

Interface by brand

PPSO, Active selling, ElsaR and the markets and campaigns packages are only available by brand. To configure the brands we have to click:

SIMA/Service/Settings/ Brand configuration (tools bar)/Brands.

Once here we will:

1. Right click on a brand.
2. Click on Show Brand.

In the tab Workshop we will configure all the services in the table: ActiveSellingServices and WorkshopServices urls.

Create new configuration

To create a New configuration we will rigth click on the grid and select New.

[AÑADIR PASOS EN SIMA PARA LLEGAR HASTA ESTA PANTALLA Y QUITAR IMAGEN]

Then we have to configure the fields according to the service an click on Accept.

Documents of the order

Mobile Workshop works with the documents of the order such as signed orders and sales pitch documents. Both have to be saved in specific folder.

Signed orders

To set the path to save the signed orders we have to:

1. Create a folder for the order in a network unit path with read and write permissions for the user running the web services.
**2. In SIMA 1, configure the folder for the signed oders: parameter 248 (StorageDocumentPath).

[AÑADIR PASOS PARA LLEGAR A ESTA PANTALLA DE SIMA Y QUITAR IMAGEN]

Sales Pitch

Sales pitch are all those available documents that the adviser can use in the tablet during the reception process.

To access these documets we have to follow these steps:

1. Create local folder as a network unit with read and write permissions for the user running the web services and those users creating sales pitchs documents.
2. Share that folder as network resource.
3. Access to Service/Settings/Parameters/ Service/.
4. Modify the parameter 182 (ServiceDocumentRepository).
Note: The syntaxis of the path must include the domain. For example, given the folder \fs\RepostorioServicios the syntaxis will be \fs.gda.dis\RepostoryServices where gda.dis is the domain.
5. Activate the Netbios database.
6. Configure a domain user to access to the Repository of Service Documents.
Note: @UserDomain must have the format DOMAIN\user. For example: IMPORTADORA\genericuser.
6. Configure domain user password in the database to access the Service Documents Repository.

Clicking on ... we will access the documents.

PDF folder settings

We need to createa folder to export the documents and save the signed PDFs. Once we have done this. we have to:

Grant read and write access to the usare running WorkshopServices.
In SIMA 1, configure the folder in Service/Settings/Parameters/ Commons/, parameter 248.

Otras configuraciones

APPLICATION POOL

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Now we have to configure a administration permissions domain user to run the application pool and export the pdf documents associated to the appointment reception.

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